1 year
8.47%
Cumulative estimated return
SPY: 14.60%
Outperformance: -6.13 percentage points
2025-09-15 – 2026-09-15
Missing information
- 33 sales exceeding observed holdings (unmatched amount omitted).
- 14 rows without a saved price.
Scott Scott Franklin
Updated Sep 14, 2026Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.7Rank: #82
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
27.82%
Cumulative estimated return
SPY: 70.83%
Outperformance: -43.01 percentage points
2023-09-15 – 2026-09-15
Missing information
- 33 sales exceeding observed holdings (unmatched amount omitted).
- 14 rows without a saved price.
5 years
-2.54%
Cumulative estimated return
SPY: 59.46%
Outperformance: -62.00 percentage points
2021-12-31 – 2026-09-15
Missing information
- 33 sales exceeding observed holdings (unmatched amount omitted).
- 14 rows without a saved price.
- Available investment history starts 2021-12-31.
As of Sep 15, 2026. 148 parsed trades. Ranks use three-year return.
How estimates are calculated
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.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $370.93Sep 16, 2026 | Unavailable |
| WMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $107.50Sep 16, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $107.50Sep 16, 2026 | Unavailable |
| ACN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $189.64Sep 16, 2026 | Unavailable |
| APD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $287.08Sep 16, 2026 | Unavailable |
| GOOG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $339.36Sep 16, 2026 | Unavailable |
| AMZN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AMGN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $376.35Sep 16, 2026 | Unavailable |
| AAPL | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| ADP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $273.19Sep 16, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| CB | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $360.00Sep 16, 2026 | Unavailable |
| HD | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $267.33Sep 16, 2026 | Unavailable |
| JNJ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $348.92Sep 16, 2026 | Unavailable |
| LMT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $537.25Sep 16, 2026 | Unavailable |
| MCD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $248.56Sep 16, 2026 | Unavailable |
| MRK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $144.91Sep 16, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $490.30Sep 16, 2026 | Unavailable |
| NVO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $134.34Sep 16, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSY | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $170.79Sep 16, 2026 | Unavailable |
| UNP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $280.92Sep 16, 2026 | Unavailable |
| UNH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.26Sep 16, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $370.93Sep 16, 2026 | Unavailable |
| WMT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $107.50Sep 16, 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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 5.40428250308954370445810826 | 2792.72 |
| Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | joint | 31211.00707449022055763628797 | 1014045.62 |
| Comcast Corporation - Class A (CMCSA) [ST] | joint | 258.434483904662911744420845 | 6310.97 |
| McDonald's Corporation Common Stock (MCD) [ST] | joint | 2.4216969127824639977418210 | 612.16 |
| Fidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 309.3589265747297800969064480 | 59830.02 |
| Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 364.0724161941708942604197752 | 188138.06 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1032.952756941914919261784322 | 25224.71 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 4.00642093897825060006743901 | 3611.19 |
| Fidelity Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 661.2523900573613766730401529 | 225771.40 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 93.6497897220818449745665223 | 15959.80 |
| Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 271.5734711906553676013480352 | 68648.34 |
| Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | not_reported | 1631.308962264150943396226415 | 69379.57 |
| Fidelity Roth IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 29.81923220275810659709280656 | 5767.04 |
| Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 15.91664179846811896946185218 | 8225.08 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.386180536647696942516831673 | 348.08 |
| Fidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 25.49553855959209687699171447 | 8704.94 |
| The Hershey Company Common Stock (HSY) [ST] | spouse | 9.02694115337786051636750716 | 1538.37 |
| Fidelity Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 26.17707685763832084546674083 | 6617.04 |
| Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | spouse | 157.2425314465408805031446541 | 6687.52 |
Completed trades
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. 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. | ||||||
All trades
317 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| MDT — Fidelity Joint TBE ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| NEE — Fidelity Joint TBE ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| PFE — Fidelity Joint TBE ⇒ Pfizer, Inc. (PFE) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| PNC — Fidelity Joint TBE ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 39 · Annual | Feb 15, 2023 | Sep 14, 2026 |
| UPS — Fidelity Joint TBE ⇒ United Parcel Service, Inc. (UPS) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| UNH — Fidelity Joint TBE ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| VZ — Fidelity Joint TBE ⇒ Verizon Communications Inc. (VZ) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Joint | Sale | Feb 15, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | Sale | Feb 15, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Joint | Sale | Feb 15, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Joint | Sale | Feb 15, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial) | Feb 15, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Joint | Sale | Feb 15, 2023 | Sep 12, 2026 |
| CSCO — Fidelity Roth IRA ⇒ Cisco Systems, Inc. (CSCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| MDT — Fidelity Roth IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| WMT — Fidelity Roth IRA ⇒ Walmart Inc. (WMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| CSCO — Fidelity Traditional IRA ⇒ Cisco Systems, Inc. (CSCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| MDT — Fidelity Traditional IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| MSFT — Fidelity Traditional IRA ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| WMT — Fidelity Traditional IRA ⇒ Walmart Inc. (WMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 13, 2022 | Sep 14, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Sep 13, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr | Sep 13, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Purchase | Sep 13, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 21 · Ptr Original ↗ · Row 22 · Ptr | Sep 13, 2022 | Sep 12, 2026 |
| LMT — Fidelity Roth IRA ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 12, 2022 | Sep 14, 2026 |
| LMT — Fidelity Traditional IRA ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 12, 2022 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Not reported | PurchaseSource rows (2)$51,002–$115,000 Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Sep 12, 2022 | Sep 12, 2026 |
| HD — Fidelity Roth IRA ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2022 | Sep 14, 2026 |
| SBUX — Fidelity Roth IRA ⇒ Starbucks Corporation (SBUX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2022 | Sep 14, 2026 |
| HD — Fidelity Traditional IRA ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2022 | Sep 14, 2026 |
| SBUX — Fidelity Traditional IRA ⇒ Starbucks Corporation (SBUX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2022 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Sep 9, 2022 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 19 · Ptr Original ↗ · Row 20 · Ptr | Sep 9, 2022 | Sep 12, 2026 |
| GOOG — Fidelity Joint TBE ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. (AAPL) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| BRK.B — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| CSCO — Fidelity Joint TBE ⇒ Cisco Systems, Inc. (CSCO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| CMCSA — Fidelity Joint TBE ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| JPM — Fidelity Joint TBE ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation (MSFT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
All disclosures
42 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.