Democrat · House MA04
Wikipedia biography ↗Years Elected: About 5.8Rank: Unranked
Federal elected service; earlier service not yet verified.
28.99%
Cumulative estimated return
SPY: 12.24%
Outperformance: 16.75 percentage points
2025-12-31 – 2026-10-26
28.99%
Cumulative estimated return
SPY: 12.24%
Outperformance: 16.75 percentage points
2025-12-31 – 2026-10-26
28.99%
Cumulative estimated return
SPY: 12.24%
Outperformance: 16.75 percentage points
2025-12-31 – 2026-10-26
As of Oct 26, 2026. 8 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.
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 |
|---|---|---|---|---|---|---|
| STT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $169.31Nov 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 |
|---|---|---|---|
| State Street Corporation Common Stock (STT) [ST] | spouse | 1515.043796970549164234538016 | 257466.54 |
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. | ||||||
14 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 |
|---|---|---|---|---|
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial)Source rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | May 18, 2026 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Feb 17, 2026 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 17, 2025 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial) | Nov 17, 2025 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Aug 18, 2025 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial) | Aug 18, 2025 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | May 16, 2025 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial) | May 16, 2025 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 18, 2025 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale | Feb 18, 2025 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 18, 2024 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale | Nov 18, 2024 | Sep 11, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 16, 2024 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Spouse | Sale (partial) | Aug 16, 2024 | Sep 12, 2026 |
25 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.