1 year
4.55%
Cumulative estimated return
SPY: 14.60%
Outperformance: -10.05 percentage points
2025-09-15 – 2026-09-15
Missing information
- 5 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
Morgan McGarvey
Updated Sep 14, 2026Democrat · House KY03
Wikipedia biography ↗Years Elected: About 3.7Rank: #2
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
148.37%
Cumulative estimated return
SPY: 70.83%
Outperformance: 77.54 percentage points
2023-09-15 – 2026-09-15
Missing information
- 5 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
5 years
287.13%
Cumulative estimated return
SPY: 82.42%
Outperformance: 204.71 percentage points
2023-02-07 – 2026-09-15
Missing information
- 5 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
- Available investment history starts 2023-02-07.
As of Sep 15, 2026. 21 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | spouse | 81.8740614418376247213643418 | 7270.42 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
46 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| AMZN — Chris IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| IBKR — Chris IRA ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| MSFT — Chris IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Joint Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Chris SEP ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Chris IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Morgan Roth ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Chris Roth ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| SCHW — Chris IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| SHEL — Chris IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| TSLA — Chris IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 13, 2024 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | Sale | Nov 13, 2024 | Sep 11, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | Sale | Nov 13, 2024 | Sep 11, 2026 |
| IBKR — Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | Sale | Nov 13, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Sale | Nov 13, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Multiple owners | SaleSource rows (5)$19,005–$110,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Nov 13, 2024 | Sep 11, 2026 |
| SHEL — Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | Sale | Nov 13, 2024 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale | Nov 13, 2024 | Sep 11, 2026 |
| DJT — Chris IRA ⇒ Trump Media & Technology Group Corp. - Common Stock (DJT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| DJT — Trump Media & Technology Group Corp. - Common Stock (DJT) [ST] | Spouse | Sale | Nov 8, 2024 | Sep 11, 2026 |
| DJT — Chris IRA ⇒ Trump Media & Technology Group Corp. - Common Stock (DJT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 6, 2024 | Sep 14, 2026 |
| DJT — Trump Media & Technology Group Corp. - Common Stock (DJT) [ST] | Spouse | Purchase | Nov 6, 2024 | Sep 11, 2026 |
| TSLA — Chris IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 25, 2024 | Sep 14, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Purchase | Oct 25, 2024 | Sep 11, 2026 |
| AAPL — Chris IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Aug 19, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Sale | Aug 19, 2024 | Sep 11, 2026 |
| AAPL — Chris IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 13, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Purchase | Aug 13, 2024 | Sep 11, 2026 |
| DAL — Chris IRA ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Jul 23, 2024 | Sep 14, 2026 |
| DAL — Delta Air Lines, Inc. Common Stock (DAL) [ST] | Spouse | Sale | Jul 23, 2024 | Sep 12, 2026 |
| DAL — Chris IRA ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jun 28, 2024 | Sep 14, 2026 |
| DAL — Delta Air Lines, Inc. Common Stock (DAL) [ST] | Spouse | Purchase | Jun 28, 2024 | Sep 12, 2026 |
| IBKR — Chris IRA ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jun 6, 2024 | Sep 14, 2026 |
| IBKR — Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | Purchase | Jun 6, 2024 | Sep 12, 2026 |
| NVDA — Joint Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | May 31, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Purchase | May 31, 2024 | Sep 12, 2026 |
| SCHW — Chris IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 5, 2023 | Sep 14, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | Purchase | Oct 5, 2023 | Sep 12, 2026 |
| TWLO — Chris IRA ⇒ Twilio Inc. Class A (TWLO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Aug 25, 2023 | Sep 14, 2026 |
| TWLO — Twilio Inc. Class A (TWLO) [ST] | Spouse | Sale | Aug 25, 2023 | Sep 12, 2026 |
| NVDA — Chris IRA ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Mar 7, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Purchase | Mar 7, 2023 | Sep 12, 2026 |
| NVDA — Chris IRA ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Feb 28, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Feb 28, 2023 | Sep 12, 2026 |
| AMZN — Chris IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2023 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Purchase | Feb 7, 2023 | Sep 12, 2026 |
All disclosures
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.