Democrat · House PA03
Wikipedia biography ↗Years Elected: About 10.0Rank: #18
Federal elected service; earlier service not yet verified.
11.94%
Cumulative estimated return
SPY: 13.01%
Outperformance: -1.07 percentage points
2025-10-24 – 2026-10-26
89.16%
Cumulative estimated return
SPY: 85.52%
Outperformance: 3.64 percentage points
2023-10-26 – 2026-10-26
57.18%
Cumulative estimated return
SPY: 67.86%
Outperformance: -10.68 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 102 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 |
|---|---|---|---|---|---|---|
| ABBV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| CVS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $90.25Oct 30, 2026 | Unavailable |
| SRE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $372.59Oct 30, 2026 | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $65.76Oct 30, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KMI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $33.87Oct 30, 2026 | Unavailable |
| LMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| MU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $884.74Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NEE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $83.71Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| OKE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.07Oct 30, 2026 | Unavailable |
| PWR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $620.73Oct 30, 2026 | Unavailable |
| RHHBY | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $105.12Oct 30, 2026 | Unavailable |
| TMO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $697.00Oct 30, 2026 | Unavailable |
| WMB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $74.35Oct 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 |
|---|---|---|---|
| CETERA ⇒ Apple Inc. (AAPL) [ST] | not_reported | 29.42875009195909659383506216 | 10120.84 |
| CETERA ⇒ AbbVie Inc. (ABBV) [ST] | not_reported | 35.01466147314980961967700993 | 10040.10 |
| American Electric Power Company, Inc. (AEP) [ST] | not_reported | 2.28652298607434029698444206 | 295.46 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 88.43558111050075187106214757 | 22028.42 |
| Real estate (see the original disclosure) | not_reported | 46.96231509744071378257806997 | 2038.16 |
| American Water Works Company, Inc. Common Stock (AWK) [ST] | not_reported | 3.99424589798125636913811001 | 565.98 |
| PERSHING LLC ⇒ Alibaba Group Holding Limited American Depositary Shares each representing one Ordinary share (BABA) [ST] | not_reported | 94.35664583087628258049298266 | 9459.25 |
| The Carlyle group Inc. (Cg) [ST] | not_reported | 848.1905635258961322211049584 | 32867.38 |
| Salesforce, Inc. (CRM) [ST] | not_reported | 11.44032356648937593602271666 | 2832.74 |
| CETERA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | not_reported | 100.8127520161290322580645161 | 9328.20 |
| General Dynamics Corporation Common Stock (GD) [ST] | not_reported | 0.30727036671163141134614902 | 109.71 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 87.3875006382341059275982882 | 27684.36 |
| PROEQUITIES ⇒ Huntington Ingalls Industries, Inc. (HII) [ST] | not_reported | 190.6411309244486156733927733 | 53579.69 |
| Intel Corporation - Common Stock (INTC) [ST] | not_reported | 69.08868692495086533110723464 | 6250.45 |
| PROEQUITIES ⇒ JP Morgan Chase & Co. (JPM) [ST] | not_reported | 57.39239598278335724533715925 | 19171.36 |
| Kyndryl Holdings, Inc. Common Stock (KD) [ST] | not_reported | 6.372832369942196531791907513 | 93.55 |
| CETERA ⇒ Kinder Morgan, Inc. (KMI) [ST] | not_reported | 291.0331029465260094579847217 | 9877.66 |
| CETERA ⇒ Lockheed Martin Corporation (LMT) [ST] | not_reported | 16.54123679368164244216097753 | 10506.99 |
| CETERA ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 16.54294694181382076837186221 | 8810.77 |
| CETERA ⇒ NextEra Energy, Inc. (NEE) [ST] | not_reported | 99.65744892874937717987045341 | 8175.90 |
| CETERA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | not_reported | 52.22599386382923167308571056 | 8261.11 |
| CETERA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 42.89812332439678284182305630 | 9265.99 |
| CETERA ⇒ ONEOK, Inc. (OKE) [ST] | not_reported | 108.8503401360544217687074830 | 10488.82 |
| Quanta Services, Inc. Common Stock (PWR) [ST] | not_reported | 8.30381678489728543192561287 | 4682.77 |
| PROEQUITIES ⇒ PayPal Holdings, Inc. (PYPL) [ST] | not_reported | 42.42496553186976349559868491 | 2332.95 |
| Raytheon Technologies Corporation (RTX) [ST] | not_reported | 6.89105340395138210615784401 | 1360.85 |
| Suncor Energy Inc. (SU) [ST] | not_reported | 292.5036012255134945414926988 | 23248.19 |
| Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | not_reported | 39.22620452998004221843863229 | 26865.64 |
| Tesla, Inc. - Common Stock (TSLA) [ST] | not_reported | 99.96918006237479981865575003 | 39149.93 |
| Twist Bioscience Corporation (TWST) [ST] | not_reported | 260.7434284836317186518627949 | 37872.98 |
| CETERA ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 133.0976543004491765097321577 | 9549.76 |
| Exxon Mobil Corporation (XOM) [ST] | not_reported | 148.4873793615441722345953972 | 27401.86 |
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. | ||||||
99 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 — PERSHING LLC ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 29, 2024 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale | Oct 29, 2024 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Not reported | Sale | Oct 29, 2024 | Sep 11, 2026 |
| HASI — PERSHING LLC ⇒ Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2023 | Sep 14, 2026 |
| MU — PERSHING LLC ⇒ Micron Technology, Inc. (MU) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2023 | Sep 14, 2026 |
| NOW — PERSHING LLC ⇒ ServiceNow, Inc. (NOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2023 | Sep 14, 2026 |
| HASI — Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) [ST] | Not reported | Sale | Dec 20, 2023 | Sep 12, 2026 |
| MU — Micron Technology, Inc. (MU) [ST] | Not reported | Purchase | Dec 20, 2023 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Not reported | Purchase | Dec 20, 2023 | Sep 12, 2026 |
| BIDU — PERSHING LLC ⇒ Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 22, 2023 | Sep 14, 2026 |
| CVS — PERSHING LLC ⇒ CVS Health Corporation (CVS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 22, 2023 | Sep 14, 2026 |
| KD — PERSHING LLC ⇒ Kyndryl Holdings, Inc. (KD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 22, 2023 | Sep 14, 2026 |
| Not reported — PERSHING LLC ⇒ Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE$A) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 22, 2023 | Sep 14, 2026 |
| BIDU — Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU) [ST] | Not reported | Sale | Jun 22, 2023 | Sep 12, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Not reported | Purchase | Jun 22, 2023 | Sep 12, 2026 |
| KD — Kyndryl Holdings, Inc. (KD) [ST] | Not reported | Purchase | Jun 22, 2023 | Sep 12, 2026 |
| Not reported — Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE$A) [ST] | Not reported | Purchase | Jun 22, 2023 | Sep 12, 2026 |
| CSX — PROEQUITIES ⇒ CSX Corporation (CSX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2023 | Sep 14, 2026 |
| CRM — PROEQUITIES ⇒ Salesforce, Inc. (CRM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2023 | Sep 14, 2026 |
| CSX — CSX Corporation (CSX) [ST] | Not reported | Sale | Feb 28, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | Sale | Feb 28, 2023 | Sep 12, 2026 |
| SRE — PROEQUITIES ⇒ DBA Sempra (SRE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2022 | Sep 14, 2026 |
| RTX — PROEQUITIES ⇒ Raytheon Technologies Corporation (RTX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2022 | Sep 14, 2026 |
| RHHBY — PROEQUITIES ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2022 | Sep 14, 2026 |
| SRE — DBA Sempra (SRE) [ST] | Not reported | Purchase | Nov 14, 2022 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Not reported | Sale | Nov 14, 2022 | Sep 12, 2026 |
| RHHBY — Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Not reported | Purchase | Nov 14, 2022 | Sep 12, 2026 |
| ABBV — PROEQUITIES ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| OKE — PROEQUITIES ⇒ ONEOK, Inc. (OKE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| PYPLV — PROEQUITIES ⇒ PayPal Holdings, Inc. - Common Stock When Issued (PYPLV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| LUV — PROEQUITIES ⇒ Southwest Airlines Company (LUV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| PYPLV — PayPal Holdings, Inc. - Common Stock When Issued (PYPLV) [ST] | Not reported | Sale | Aug 5, 2022 | Sep 12, 2026 |
| LUV — Southwest Airlines Company (LUV) [ST] | Not reported | Sale | Aug 5, 2022 | Sep 12, 2026 |
| CE — PROEQUITIES ⇒ Celanese Corporation Celanese Corporation (CE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| GD — PROEQUITIES ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| INTC — PROEQUITIES ⇒ Intel Corporation (INTC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| KMI — PROEQUITIES ⇒ Kinder Morgan, Inc. (KMI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| NEO — PROEQUITIES ⇒ NeoGenomics, Inc. (NEO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| TWST — PROEQUITIES ⇒ Twist Bioscience Corporation (TWST) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| CE — Celanese Corporation Celanese Corporation (CE) [ST] | Not reported | Sale | Mar 30, 2022 | Sep 12, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | Mar 30, 2022 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Not reported | Purchase | Mar 30, 2022 | Sep 12, 2026 |
| KMI — Kinder Morgan, Inc. (KMI) [ST] | Not reported | Purchase | Mar 30, 2022 | Sep 12, 2026 |
| NEO — NeoGenomics, Inc. (NEO) [ST] | Not reported | Sale | Mar 30, 2022 | Sep 12, 2026 |
| TWST — Twist Bioscience Corporation (TWST) [ST] | Not reported | Sale | Mar 30, 2022 | Sep 12, 2026 |
| AEP — PROEQUITIES ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 2, 2021 | Sep 14, 2026 |
| AEP — American Electric Power Company, Inc. (AEP) [ST] | Not reported | Sale | Nov 2, 2021 | Sep 12, 2026 |
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.