Democrat · House KY03
Wikipedia biography ↗Years Elected: About 3.8Rank: #5
Federal elected service; earlier service not yet verified.
7.69%
Cumulative estimated return
SPY: 13.01%
Outperformance: -5.32 percentage points
2025-10-24 – 2026-10-26
114.42%
Cumulative estimated return
SPY: 85.52%
Outperformance: 28.90 percentage points
2023-10-26 – 2026-10-26
96.10%
Cumulative estimated return
SPY: 61.14%
Outperformance: 34.96 percentage points
2021-12-31 – 2026-10-26
As of Oct 26, 2026. 21 parsed trades. Ranks use three-year return.
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.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| UTMA - DC3 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | dependent | 201.6076671767089863942764981 | 107376.24 |
| Morgan Roth ⇒ Caterpillar, Inc. (CAT) [ST] | not_reported | 45.13156644818086824356416832 | 31236.91 |
| Morgan Roth ⇒ DocuSign, Inc. (DoCU) [ST] | not_reported | 62.38592344560435952990611253 | 5295.94 |
| Morgan Roth ⇒ Devon Energy Corporation (DVN) [ST] | not_reported | 163.3488052260615437510744370 | 8435.33 |
| Morgan Roth ⇒ Intel Corporation (INTC) [ST] | not_reported | 38.87378640776699029126213592 | 3516.91 |
| Apple Inc. - Common Stock (AAPL) [ST] | spouse | 0.73950235918020586823152019 | 254.32 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 15.28760123544920537907457140 | 3807.99 |
| Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | spouse | 81.8740614418376247213643418 | 6598.23 |
| Charles Schwab Corporation (SCHW) [ST] | spouse | 14.0435257077048814919384798 | 1260.13 |
| Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 5.49432315977864687948427539 | 2151.69 |
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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| TSLA | Spouse | Oct 25, 2024 | $269.19 | Nov 13, 2024 | $330.24 | 22.68% |
| NVDA | Spouse | Mar 7, 2023 | $23.29 | Nov 13, 2024 | $146.27 | 528.09% |
| NVDA | Joint | May 31, 2024 | $109.63 | Nov 13, 2024 | $146.27 | 33.42% |
| SCHW | Spouse | Oct 5, 2023 | $51.06 | Nov 13, 2024 | $78.25 | 53.25% |
| AMZN | Spouse | Feb 7, 2023 | $102.11 | Nov 13, 2024 | $214.10 | 109.68% |
| AAPL | Spouse | Aug 13, 2024 | $221.27 | Aug 19, 2024 | $225.89 | 2.09% |
| DAL | Spouse | Jun 28, 2024 | $47.44 | Jul 23, 2024 | $43.61 | -8.07% |
46 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. 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; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| IBKR — Chris IRA ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| MSFT — Chris IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Joint Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Chris SEP ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Chris IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Morgan Roth ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| NVDA — Chris Roth ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| SCHW — Chris IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| SHEL — Chris IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| TSLA — Chris IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | Feb 7, 2023 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Purchase | Feb 7, 2023 | Sep 12, 2026 |
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.