Democrat · House FL23
Wikipedia biography ↗Years Elected: About 3.8Rank: #36
Federal elected service; earlier service not yet verified.
12.60%
Cumulative estimated return
SPY: 13.01%
Outperformance: -0.41 percentage points
2025-10-24 – 2026-10-26
69.59%
Cumulative estimated return
SPY: 85.52%
Outperformance: -15.93 percentage points
2023-10-26 – 2026-10-26
62.50%
Cumulative estimated return
SPY: 100.13%
Outperformance: -37.63 percentage points
2022-12-30 – 2026-10-26
As of Oct 26, 2026. 301 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 |
|---|---|---|---|---|---|---|
| SBUX | Not reported | None | Unavailable | Unavailable | $104.40Nov 2, 2026 | Unavailable |
| STE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $233.35Nov 2, 2026 | Unavailable |
| SYK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $306.81Nov 2, 2026 | Unavailable |
| TMUS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $160.15Nov 2, 2026 | Unavailable |
| TSM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $398.63Nov 2, 2026 | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $403.82Nov 2, 2026 | Unavailable |
| TXN | Not reported | None | Unavailable | Unavailable | $302.02Nov 2, 2026 | Unavailable |
| CI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $295.19Nov 2, 2026 | Unavailable |
| TJX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $141.00Nov 2, 2026 | Unavailable |
| TSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $35.31Nov 2, 2026 | Unavailable |
| UBER | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $66.71Nov 2, 2026 | Unavailable |
| UNH | Not reported | None | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| V | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $425.51Nov 2, 2026 | Unavailable |
| GWW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1377.66Nov 2, 2026 | Unavailable |
| WMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $127.69Nov 2, 2026 | Unavailable |
| WM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $237.71Nov 2, 2026 | Unavailable |
| AMZN | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| AAPL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| BAC | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $49.57Nov 2, 2026 | Unavailable |
| GS | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $898.72Nov 2, 2026 | Unavailable |
| HD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JNJ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| POAHF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $403.82Nov 2, 2026 | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| ABBV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $288.84Nov 2, 2026 | Unavailable |
| ACN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $260.94Nov 2, 2026 | Unavailable |
| GOOG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $278.04Nov 2, 2026 | Unavailable |
| AMZN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AXP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $327.98Nov 2, 2026 | Unavailable |
| AMGN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| ADI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $412.85Nov 2, 2026 | Unavailable |
| AAPL | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| ATO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $174.65Nov 2, 2026 | Unavailable |
| ADP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $298.78Nov 2, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $556.11Nov 2, 2026 | Unavailable |
| AVGO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $322.23Nov 2, 2026 | Unavailable |
| BRO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $71.88Nov 2, 2026 | Unavailable |
| CARR | Dependent | None | Unavailable | Unavailable | $55.17Nov 2, 2026 | Unavailable |
| CAT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $613.62Nov 2, 2026 | Unavailable |
| CB | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $368.98Nov 2, 2026 | Unavailable |
| CSCO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $101.61Nov 2, 2026 | Unavailable |
| COST | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1040.55Nov 2, 2026 | Unavailable |
| CMI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $500.60Nov 2, 2026 | Unavailable |
| DELL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $392.78Nov 2, 2026 | Unavailable |
| LLY | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1410.99Nov 2, 2026 | Unavailable |
| GS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $898.72Nov 2, 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 |
|---|---|---|---|
| Stash UTMA (DC 2) ⇒ Apple Inc. (AAPL) [ST] | dependent | 388.0747443537114691385271830 | 133462.79 |
| Morgan Stanley Active Assets (6) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | dependent | 70.02932294629961923935401986 | 20080.21 |
| Morgan Stanley Active Assets (6) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | dependent | 59.00073746312684365781710914 | 24068.17 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | dependent | 25.92892677156422679911198976 | 10049.79 |
| Morgan Stanley Active Assets (6) ⇒ Amgen Inc. (AMGN) [ST] | dependent | 48.88637682930555131221166478 | 21736.35 |
| Stash UTMA (DC 2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | dependent | 244.7881466077462958149207174 | 60974.28 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | dependent | 11.68280252916867452286035543 | 18586.17 |
| Morgan Stanley Active Assets (6) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | dependent | 95.45427429457734295770446818 | 16350.36 |
| Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | dependent | 46.23230280265819127419820862 | 15218.29 |
| Morgan Stanley Active Assets (6) ⇒ American Express Company Common Stock (AXP) [ST] | dependent | 43.25179078253818083524800648 | 13626.48 |
| Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | dependent | 63.66656719387247587784740872 | 34924.93 |
| Morgan Stanley Active Assets (6) ⇒ Caterpillar, Inc. (CAT) [ST] | dependent | 27.93129331261891877738404874 | 19332.09 |
| Morgan Stanley Active Assets (6) ⇒ Chubb Limited (CB) [ST] | dependent | 51.26553889529668076380879150 | 18288.47 |
| Morgan Stanley Active Assets (6) ⇒ Cummins Inc. Common Stock (CMI) [ST] | dependent | 31.34685081790576941913997454 | 16367.13 |
| Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST] | dependent | 18.55532620544100934666140965 | 18651.07 |
| Morgan Stanley Active Assets (6) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | dependent | 207.7242632740490717902116058 | 22899.52 |
| Morgan Stanley Active Assets (6) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | dependent | 127.1131236097870988242770893 | 59373.27 |
| STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST] | dependent | 70.32170167882570097565263250 | 7763.52 |
| Elevance Health, Inc. Common Stock (ELV) [ST] | dependent | 4.30518768839603689349684920 | 1856.91 |
| General Dynamics Corporation Common Stock (GD) [ST] | dependent | 23.03163773497999251518553704 | 8223.22 |
| Gilead Sciences, Inc. - Common Stock (GILD) [ST] | dependent | 58.69772560528246515040352164 | 9314.74 |
| Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | dependent | 50.99107711918419375398342894 | 16020.89 |
| Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | dependent | 18.20364050056882821387940842 | 16260.95 |
| Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | dependent | 15.85748971805163272384916506 | 21528.13 |
| HCA Healthcare, Inc. Common Stock (HCA) [ST] | dependent | 37.74817486474246795671518820 | 17562.72 |
| Morgan Stanley Active Assets (6) ⇒ Honeywell International Inc. (HON) [ST] | dependent | 77.98512903275408787822776658 | 17100.58 |
| Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST] | dependent | 249.1591404546870133914668328 | 5219.88 |
| Morgan Stanley Active Assets (6) ⇒ Illinois Tool Works Inc. (ITW) [ST] | dependent | 64.96548924076329679252943564 | 17944.77 |
| Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | dependent | 49.65861833529886413009744894 | 16587.96 |
| Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | dependent | 37.52667745491216960998147236 | 19047.04 |
| Morgan Stanley Active Assets (6) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | dependent | 14.88908326199426806119030781 | 19045.22 |
| Morgan Stanley Active Assets (6) ⇒ Lockheed Martin Corporation (LMT) [ST] | dependent | 33.08247358736328488432195506 | 21013.99 |
| Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated (MA) [ST] | dependent | 14.01432875560538116591928251 | 8597.79 |
| Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST] | dependent | 52.35415371527664169093348166 | 13131.99 |
| Morgan Stanley Active Assets (6) ⇒ McKesson Corporation Common Stock (MCK) [ST] | dependent | 19.50651598824805861341720611 | 19367.43 |
| Medtronic plc. Ordinary Shares (MDT) [ST] | dependent | 12.46777725804303341472756840 | 1181.82 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | dependent | 38.33644413521040514123891814 | 24173.43 |
| Monster Beverage Corporation - Common Stock (MNST) [ST] | dependent | 390.9157334457403480565831800 | 18154.13 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | dependent | 0.98028079513319395736438736 | 137.84 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | dependent | 104.8600153484950925168568216 | 55848.44 |
| Motorola Solutions, Inc. Common Stock (MSI) [ST] | dependent | 17.52036615276804484933426769 | 8508.24 |
| Morgan Stanley Active Assets (6) ⇒ NextEra Energy, Inc. (NEE) [ST] | dependent | 199.3148978574987543597409068 | 16351.79 |
| Stash UTMA (DC 2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | dependent | 171.5924932975871313672922252 | 37063.98 |
| Palo Alto Networks, Inc. (PANW) [ST] | dependent | 48.76866808899725693386162755 | 19042.21 |
| Parker-Hannifin Corporation Common Stock (PH) [ST] | dependent | 8.829989183939253471072555901 | 7986.11 |
| Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST] | dependent | 93.54574685764396375328851214 | 16800.82 |
| Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST] | dependent | 153.8557692307692307692307692 | 15068.63 |
| Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST] | dependent | 24.69061506650618769866987625 | 8275.31 |
| Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) [ST] | dependent | 23.21677307022634939059779454 | 8308.82 |
| Morgan Stanley Active Assets (6) ⇒ Southern Company (SO) [ST] | dependent | 183.4977064220183486238532110 | 16986.38 |
| Morgan Stanley Active Assets (6) ⇒ Stryker Corporation Common Stock (SYK) [ST] | dependent | 45.52593393461746379491848522 | 13936.85 |
| Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST] | dependent | 104.1663954169650413384545277 | 14968.71 |
| Morgan Stanley Active Assets (6) ⇒ T-Mobile US, Inc. (TMUS) [ST] | dependent | 78.80713159968479117415287628 | 11579.13 |
| Stash UTMA (DC 2) ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | dependent | 35.57991639242195143644934626 | 13933.81 |
| Morgan Stanley Active Assets (6) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | dependent | 52.65392082661489354700714074 | 22344.74 |
| Morgan Stanley Active Assets (6) ⇒ Visa Inc. (V) [ST] | dependent | 45.62459011719084143594422742 | 18439.63 |
| Morgan Stanley Active Assets (6) ⇒ Waste Management, Inc. (WM) [ST] | dependent | 72.82781848800691821036821264 | 17552.96 |
| Morgan Stanley Active Assets (6) ⇒ Walmart Inc. (WMT) [ST] | dependent | 143.6226550578942644286868324 | 17276.37 |
| Stash IRA ⇒ Apple Inc. (AAPL) [ST] | not_reported | 514.9764584712719782240859265 | 177105.55 |
| Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | not_reported | 142.2403606284738938246750405 | 40786.00 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 81.13642344300791687510339540 | 20059.36 |
| Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | not_reported | 119.8396017699115044247787611 | 48886.17 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 26.86894556308794075143906549 | 10414.13 |
| Morgan Stanley Active Assets (2) ⇒ Amgen Inc. (AMGN) [ST] | not_reported | 198.5915492957746478873239437 | 88299.76 |
| Stash (2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 1800.110475695347023654795944 | 448389.52 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 11.89857743411410263623238542 | 18929.45 |
| Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | not_reported | 193.8823599594344687705064726 | 33210.11 |
| Broadcom Inc. - Common Stock (AVGO) [ST] | not_reported | 119.7538632589520315411080610 | 39419.38 |
| American Express Company Common Stock (AXP) [ST] | not_reported | 114.3007435778275361842753149 | 36010.45 |
| Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 68891.37 |
| Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 96.49159454889087834477270466 | 52931.43 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | not_reported | 45.43996248593713087922965540 | 31450.36 |
| Chubb Limited Common Stock (CB) [ST] | not_reported | 50.17945125048944123178013594 | 17901.02 |
| Cummins Inc. Common Stock (CMI) [ST] | not_reported | 48.80002587386759363407602562 | 25479.96 |
| Cencora, Inc. Common Stock (COR) [ST] | not_reported | 18.76687764120275526649977017 | 6193.07 |
| Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 37.68873066307952779646079273 | 37883.20 |
| Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | not_reported | 421.9200311566921978449954563 | 46512.46 |
| Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | not_reported | 258.1863679694947569113441373 | 120596.27 |
| Dollar General Corporation Common Stock (DG) [ST] | not_reported | 15.94399032807633004506180598 | 2047.53 |
| Elevance Health, Inc. Common Stock (ELV) [ST] | not_reported | 2.15259384419801844674842460 | 928.46 |
| General Dynamics Corporation Common Stock (GD) [ST] | not_reported | 46.34175952275459772467216369 | 16545.86 |
| Gilead Sciences, Inc. - Common Stock (GILD) [ST] | not_reported | 58.69772560528246515040352164 | 9314.74 |
| Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 103.5707456978967495219885277 | 32540.89 |
| Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 122.2992036405005688282138794 | 109247.43 |
| W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 26.46020127625969113803818829 | 35922.37 |
| HCA Healthcare, Inc. Common Stock (HCA) [ST] | not_reported | 37.74817486474246795671518820 | 17562.72 |
| Morgan Stanley Active Assets (1) ⇒ Honeywell International Inc. (HON) [ST] | not_reported | 38.99256451637704393911388329 | 8550.29 |
| Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST] | not_reported | 249.1591404546870133914668328 | 5219.88 |
| Morgan Stanley Active Assets (1) ⇒ Illinois Tool Works Inc. (ITW) [ST] | not_reported | 131.9549330085261875761266748 | 36448.59 |
| Morgan Stanley Active Assets (1) ⇒ Jack Henry & Associates, Inc. (JKHY) [ST] | not_reported | 48.95967199069824368153723762 | 7948.60 |
| Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 100.8643163056296939978896406 | 33692.72 |
| Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST] | not_reported | 264.9172185430463576158940397 | 900.72 |
| Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | not_reported | 76.22247238443678322662351368 | 38687.48 |
| Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | not_reported | 30.24202553318197044701678639 | 38683.78 |
| Morgan Stanley Active Assets (1) ⇒ Lockheed Martin Corporation (LMT) [ST] | not_reported | 67.19560857609527156945851510 | 42682.65 |
| Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Common Stock (LUMN) [ST] | not_reported | 1029.665379665379665379665380 | 4561.42 |
| McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 132.0818273473742695582364908 | 33130.08 |
| Morgan Stanley Active Assets (1) ⇒ McKesson Corporation Common Stock (MCK) [ST] | not_reported | 39.62074388326079801045971547 | 39338.25 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 63.33227803664808788147131070 | 39934.80 |
| Monster Beverage Corporation - Common Stock (MNST) [ST] | not_reported | 390.9157334457403480565831800 | 18154.13 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 0.49014039756659697868219367 | 68.92 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 243.3985373285620872647994212 | 129634.06 |
| Motorola Solutions, Inc. Common Stock (MSI) [ST] | not_reported | 35.95597230065845202033687156 | 17460.94 |
| Stash (2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 217.1635388739946380697050938 | 46907.32 |
| Palo Alto Networks, Inc. (PANW) [ST] | not_reported | 98.67198645227071002767400280 | 38527.46 |
| Morgan Stanley Active Assets (2) ⇒ Pfizer, Inc. (PFE) [ST] | not_reported | 277.8916290378603681833970129 | 8278.39 |
| Parker-Hannifin Corporation Common Stock (PH) [ST] | not_reported | 17.76669889306753192154393788 | 16068.74 |
| Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common Shares (RACE) [ST] | not_reported | 87.94377097088429483710358264 | 34556.63 |
| Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST] | not_reported | 312.5048076923076923076923077 | 30606.72 |
| Morgan Stanley Active Assets (1) ⇒ Raytheon Technologies Corporation (RTX) [ST] | not_reported | 95.08557166627050154504397433 | 18777.50 |
| Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 24.69061506650618769866987625 | 8275.31 |
| Morgan Stanley Active Assets (1) ⇒ Southern Company (SO) [ST] | not_reported | 372.7121559633027522935779817 | 34501.96 |
| Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | not_reported | 49.70798384591488039763901833 | 7302.10 |
| S&P Global Inc. Common Stock (SPGI) [ST] | not_reported | 45.51655714077278598982665711 | 20512.04 |
| Morgan Stanley Active Assets (1) ⇒ Stryker Corporation (SYK) [ST] | not_reported | 92.47019660283950266025549834 | 28307.90 |
| Morgan Stanley Active Assets (1) ⇒ Sysco Corporation (SYY) [ST] | not_reported | 109.4010665937371803637358129 | 8988.39 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 262.6994280149742314516680869 | 37749.91 |
| Morgan Stanley Active Assets (1) ⇒ T-Mobile US, Inc. (TMUS) [ST] | not_reported | 160.0694444444444444444444444 | 23519.00 |
| Morgan Stanley Active Assets (2) ⇒ Tesla, Inc. (TSLA) [ST] | not_reported | 144.5366005514542381926532064 | 56603.42 |
| Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | not_reported | 106.9482378492217578729145414 | 45385.62 |
| Morgan Stanley Active Assets (1) ⇒ Uber Technologies, Inc. (UBER) [ST] | not_reported | 397.7542528454289560641292375 | 26303.49 |
| Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 24.23586077368150010602526431 | 9953.67 |
| Morgan Stanley Active Assets (1) ⇒ Visa Inc. (V) [ST] | not_reported | 92.67058253257677283225456930 | 37453.74 |
| Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. (WM) [ST] | not_reported | 36.41390924400345910518410632 | 8776.48 |
| Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT) [ST] | not_reported | 291.7197738084552553630733327 | 35090.97 |
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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
673 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 |
|---|---|---|---|---|
| PEG — Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | Purchase | Feb 24, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Not reported | Purchase | Feb 24, 2023 | Sep 12, 2026 |
| BRO — Morgan Stanley Active Assets (5) ⇒ Brown & Brown, Inc. (BRO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| CB — Morgan Stanley Active Assets (5) ⇒ Chubb Limited (CB) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| COST — Morgan Stanley Active Assets (5) ⇒ Costco Wholesale Corporation (COST) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| DG — Morgan Stanley Active Assets (5) ⇒ Dollar General Corporation (DG) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| HRL — Morgan Stanley Active Assets (5) ⇒ Hormel Foods Corporation (HRL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| ITW — Morgan Stanley Active Assets (5) ⇒ Illinois Tool Works Inc. (ITW) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley Active Assets (5) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| SPGI — Morgan Stanley Active Assets (5) ⇒ S&P Global Inc. (SPGI) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley Active Assets (6) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| BRO — Brown & Brown, Inc. (BRO) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| DG — Dollar General Corporation (DG) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| HRL — Hormel Foods Corporation (HRL) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| ITW — Illinois Tool Works Inc. (ITW) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr | Feb 21, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Dependent | Purchase | Feb 21, 2023 | Sep 12, 2026 |
| INTC — Morgan Stanley Active Assets (1) ⇒ Intel Corporation (INTC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| INTC — Morgan Stanley Active Assets (5) ⇒ Intel Corporation (INTC) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| INTC — Morgan Stanley Active Assets (6) ⇒ Intel Corporation (INTC) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Multiple owners | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr | Feb 13, 2023 | Sep 12, 2026 |
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.