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 |
|---|---|---|---|---|---|---|
| ABT | Not reported | None | Unavailable | Unavailable | $106.20Oct 30, 2026 | Unavailable |
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| ACN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AXP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $319.11Oct 30, 2026 | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| ADI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $417.11Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| ATO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $172.41Oct 30, 2026 | Unavailable |
| ADP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $293.84Oct 30, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| AVGO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $326.08Oct 30, 2026 | Unavailable |
| BRO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $69.76Oct 30, 2026 | Unavailable |
| CARR | Not reported | None | Unavailable | Unavailable | $53.63Oct 30, 2026 | Unavailable |
| CAT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $622.75Oct 30, 2026 | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $364.12Oct 30, 2026 | Unavailable |
| CSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $104.51Oct 30, 2026 | Unavailable |
| COST | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| CMI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $500.09Oct 30, 2026 | Unavailable |
| DELL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $424.30Oct 30, 2026 | Unavailable |
| LLY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1417.54Oct 30, 2026 | Unavailable |
| RACE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $395.99Oct 30, 2026 | Unavailable |
| GS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $894.55Oct 30, 2026 | Unavailable |
| HCA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| ITW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.55Oct 30, 2026 | Unavailable |
| JNJ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| LECO | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| LIN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $514.24Oct 30, 2026 | Unavailable |
| LMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| LUMN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MCD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MCK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $994.58Oct 30, 2026 | Unavailable |
| META | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| ORCL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $130.67Oct 30, 2026 | Unavailable |
| PEP | Not reported | None | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $164.79Oct 30, 2026 | Unavailable |
| ROP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $466.60Oct 30, 2026 | Unavailable |
| RPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $102.44Oct 30, 2026 | Unavailable |
| SPGI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $466.55Oct 30, 2026 | Unavailable |
| CRM | Not reported | None | Unavailable | Unavailable | $229.17Oct 30, 2026 | Unavailable |
| SHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $332.61Oct 30, 2026 | Unavailable |
| SO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $93.71Oct 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 |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| PEP — Morgan Stanley Active Assets (5) ⇒ Pepsico, Inc. (PEP) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 2, 2025 | Sep 14, 2026 |
| PEP — Morgan Stanley Active Assets (6) ⇒ Pepsico, Inc. (PEP) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 2, 2025 | Sep 14, 2026 |
| ATO — Atmos Energy Corporation Common Stock (ATO) [ST] | Not reported | Purchase | Dec 2, 2025 | Sep 11, 2026 |
| MCK — McKesson Corporation Common Stock (MCK) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Dec 2, 2025 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Multiple owners | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Dec 2, 2025 | Sep 11, 2026 |
| PEG — Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | Not reported | Purchase | Dec 2, 2025 | Sep 11, 2026 |
| SO — Southern Company (SO) [ST] | Not reported | Purchase | Dec 2, 2025 | Sep 11, 2026 |
| CSCO — Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| AXP — Morgan Stanley Active Assets (1) ⇒ American Express Company Common Stock (AXP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| DELL — Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| TSM — Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (1) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| GS — Morgan Stanley Active Assets (1) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| TXN — Morgan Stanley Active Assets (1) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| CARR — Morgan Stanley Active Assets (1) ⇒ Carrier Global Corporation Common Stock (CARR) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| CARR — Morgan Stanley Active Assets (5) ⇒ Carrier Global Corporation Common Stock (CARR) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| JNJ — Morgan Stanley Active Assets (5) ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Annual | Oct 10, 2025 | Sep 14, 2026 |
| GS — Morgan Stanley Active Assets (5) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (5) ⇒ Sherwin-Williams Company (SHW) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| TXN — Morgan Stanley Active Assets (5) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| TSM — Morgan Stanley Active Assets (5) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| DELL — Morgan Stanley Active Assets (5) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (5) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| CSCO — Morgan Stanley Active Assets (5) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| AXP — Morgan Stanley Active Assets (5) ⇒ American Express Company Common Stock (AXP) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| AXP — Morgan Stanley Active Assets (6) ⇒ American Express Company Common Stock (AXP) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| CSCO — Morgan Stanley Active Assets (6) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| DELL — Morgan Stanley Active Assets (6) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| TSM — Morgan Stanley Active Assets (6) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| MCK — Morgan Stanley Active Assets (6) ⇒ McKesson Corporation Common Stock (MCK) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| GS — Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| TXN — Morgan Stanley Active Assets (6) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| CARR — Morgan Stanley Active Assets (6) ⇒ Carrier Global Corporation Common Stock (CARR) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2025 | Sep 14, 2026 |
| JNJ — Morgan Stanley Active Assets (6) ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 177 · Annual | Oct 10, 2025 | Sep 14, 2026 |
| AXP — American Express Company Common Stock (AXP) [ST] | Multiple owners | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Multiple owners | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| CARR — Carrier Global Corporation Common Stock (CARR) [ST] | Multiple owners | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Multiple owners | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| DELL — Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Multiple owners | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 13 · Ptr Original ↗ · Row 14 · Ptr Original ↗ · Row 15 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Multiple owners | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr Original ↗ · Row 18 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 19 · Ptr Original ↗ · Row 20 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| MCK — McKesson Corporation Common Stock (MCK) [ST] | Dependent | Purchase | Oct 10, 2025 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Multiple owners | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 22 · Ptr Original ↗ · Row 23 · Ptr Original ↗ · Row 24 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| Not reported — Taiwan Semiconductor Manufacturing Company Ltd. (T [ST] | Dependent | Purchase | Oct 10, 2025 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 26 · Ptr Original ↗ · Row 27 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Multiple owners | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 28 · Ptr Original ↗ · Row 29 · Ptr Original ↗ · Row 30 · Ptr | Oct 10, 2025 | Sep 11, 2026 |
| CI — Morgan Stanley Active Assets (1) ⇒ The Cigna Group Common Stock (CI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 15, 2025 | Sep 14, 2026 |
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.