Scott Scott Franklin

Estimate as of Oct 26, 2026

Republican · House FL18

Wikipedia biography ↗Years Elected: About 5.8Rank: #105

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2021 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

6.96%

Cumulative estimated return

SPY: 13.01%
Outperformance: -6.05 percentage points

2025-10-24 – 2026-10-26

Missing information

16 rows without a saved price.
31 sales exceeding observed holdings (unmatched amount omitted).
271 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

22.49%

Cumulative estimated return

SPY: 85.52%
Outperformance: -63.03 percentage points

2023-10-26 – 2026-10-26

Missing information

16 rows without a saved price.
31 sales exceeding observed holdings (unmatched amount omitted).
271 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

-13.13%

Cumulative estimated return

SPY: 67.86%
Outperformance: -80.99 percentage points

2021-10-26 – 2026-10-26

Missing information

16 rows without a saved price.
31 sales exceeding observed holdings (unmatched amount omitted).
271 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 155 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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
BWIN	Joint	$500,001 - $1,000,000	Unavailable	Unavailable	$31.93Oct 30, 2026	Unavailable
ACN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$258.24Oct 30, 2026	Unavailable
ACN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$258.24Oct 30, 2026	Unavailable
APD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$316.43Oct 30, 2026	Unavailable
APD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$316.43Oct 30, 2026	Unavailable
GOOG	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$278.22Oct 30, 2026	Unavailable
GOOG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$278.22Oct 30, 2026	Unavailable
AMZN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$240.35Oct 30, 2026	Unavailable
AMZN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$240.35Oct 30, 2026	Unavailable
AMGN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$466.01Oct 30, 2026	Unavailable
AMGN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$466.01Oct 30, 2026	Unavailable
AAPL	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$344.63Oct 30, 2026	Unavailable
AAPL	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$344.63Oct 30, 2026	Unavailable
ADP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$293.84Oct 30, 2026	Unavailable
ADP	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$293.84Oct 30, 2026	Unavailable
BRK.B	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$542.49Oct 30, 2026	Unavailable
BRK.B	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$542.49Oct 30, 2026	Unavailable
CB	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$364.12Oct 30, 2026	Unavailable
CB	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$364.12Oct 30, 2026	Unavailable
GD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$372.59Oct 30, 2026	Unavailable
GD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$372.59Oct 30, 2026	Unavailable
HD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
ITW	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$278.55Oct 30, 2026	Unavailable
ITW	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$278.55Oct 30, 2026	Unavailable
JNJ	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
JNJ	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
JPM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$337.04Oct 30, 2026	Unavailable
JPM	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$337.04Oct 30, 2026	Unavailable
LMT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$636.95Oct 30, 2026	Unavailable
LMT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$636.95Oct 30, 2026	Unavailable
MCD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$258.12Oct 30, 2026	Unavailable
MCD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$258.12Oct 30, 2026	Unavailable
MRK	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$149.52Oct 30, 2026	Unavailable
MRK	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$149.52Oct 30, 2026	Unavailable
MSFT	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$521.91Oct 30, 2026	Unavailable
MSFT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$521.91Oct 30, 2026	Unavailable
NVO	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
NVO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
PEP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$137.34Oct 30, 2026	Unavailable
PEP	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$137.34Oct 30, 2026	Unavailable
PG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
PG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HSY	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$165.61Oct 30, 2026	Unavailable
HSY	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$165.61Oct 30, 2026	Unavailable
UNP	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$304.00Oct 30, 2026	Unavailable
UNP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$304.00Oct 30, 2026	Unavailable
UNH	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$406.97Oct 30, 2026	Unavailable
UNH	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$406.97Oct 30, 2026	Unavailable
V	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$413.59Oct 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.

Estimated positions as of Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	joint	31211.00707449022055763628797	998440.12
Cisco Systems, Inc. - Common Stock (CSCO) [ST]	joint	13.0171881639691897667779213	1435.01
Fidelity Joint TBE ⇒ Walt Disney Company (DIS) [ST]	joint	291.4581651869787463007801991	32176.98
Kenvue Inc. Common Stock (KVUE) [ST]	joint	5.1925729213428452439545462	101.26
PNC Financial Services Group, Inc. (PNC) [ST]	joint	2.6493854470051918450044321	598.34
Starbucks Corporation - Common Stock (SBUX) [ST]	joint	168.2699422243165288649054865	17279.64
Fidelity Joint TBE ⇒ AT&T Inc. (T) [ST]	joint	1750.397660487804768277500862	36495.79
Verizon Communications Inc. (VZ) [ST]	joint	46.198481180058479973249058	1991.15
Fidelity Traditional IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST]	not_reported	673.1442654307364084455234312	231501.04
Accenture plc Class A Ordinary Shares (ACN) [ST]	not_reported	353.4679793920194481970277403	87387.89
Fidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	not_reported	322.6723166038175951483108502	97163.09
Fidelity Traditional IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST]	not_reported	253.5852861201918670373651890	112751.63
Fidelity Traditional IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	not_reported	359.5918897842474655575773330	89570.74
Fidelity Traditional IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]	not_reported	336.0092300218605780908428468	102724.74
Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	not_reported	364.0724161941708942604197752	199715.56
Fidelity Traditional IRA ⇒ Chubb Limited Common Stock (CB) [ST]	not_reported	265.9265667051134179161860822	94866.64
Comcast Corporation - Class A Common Stock (CMCSA) [ST]	not_reported	1032.952766617860411735413812	22776.61
Costco Wholesale Corporation - Common Stock (COST) [ST]	not_reported	4.00642093897825060006743901	4027.09
Fidelity Traditional IRA ⇒ Walt Disney Company (DIS) [ST]	not_reported	363.2050937135682898394762802	40097.84
Fidelity Traditional IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST]	not_reported	246.5425057921939048297986099	88025.54
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	637.5962694186860366375581896	200326.37
The Hershey Company Common Stock (HSY) [ST]	not_reported	93.6497897220818449745665223	15754.70
Fidelity Traditional IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	not_reported	336.9914738124238733252131547	93083.78
JP Morgan Chase & Co. Common Stock (JPM) [ST]	not_reported	621.2152749396496311179126823	207510.75
Fidelity Traditional IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	not_reported	171.6066739719230053548907313	109004.56
Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST]	not_reported	271.5734711906553676013480352	68118.77
Fidelity Traditional IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]	not_reported	1067.949047864127637673700463	101230.89
Fidelity Traditional IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	not_reported	384.7710431312939388181645450	54102.66
Fidelity Traditional IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	429.0579380505355444357139904	228516.26
Pepsico, Inc. (PEP) [ST]	not_reported	338.4638665718291265247725832	45848.32
Pfizer, Inc. Common Stock (PFE) [ST]	not_reported	37.270009287075648428323625	1110.27
Fidelity Traditional IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST]	not_reported	525.5223502595922502216031404	118683.97
Fidelity Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	not_reported	251.4343703613946866196116446	103264.10
Fidelity Traditional IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST]	not_reported	358.8146290852498703095279267	106557.18
Fidelity Traditional IRA ⇒ Visa Inc. (V) [ST]	not_reported	236.6656211684867839525533917	95650.78
Fidelity Traditional IRA ⇒ Verizon Communications Inc. (VZ) [ST]	not_reported	1027.944162436548223350253807	44304.39
Fidelity Traditional IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST]	not_reported	1862.498878018131226999371690	224039.99
Apple Inc. - Common Stock (AAPL) [ST]	spouse	3.72846098177599347786975538	1282.26
Accenture plc Class A Ordinary Shares (ACN) [ST]	spouse	73.92828502004777469721409887	18277.29
Fidelity Roth IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	spouse	31.10251525871787894102554134	9365.59
Fidelity Roth IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST]	spouse	24.44318841465277565610583239	10868.17
Fidelity Roth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	spouse	34.66120786760246079195910233	8633.76
Fidelity Roth IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]	spouse	32.38806574366448060885758238	9901.68
Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	spouse	15.91664179846811896946185218	8731.23
Fidelity Roth IRA ⇒ Chubb Limited Common Stock (CB) [ST]	spouse	25.63276944764834038190439575	9144.23
Costco Wholesale Corporation - Common Stock (COST) [ST]	spouse	0.386180536647696942516831673	388.17
Fidelity Roth IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST]	spouse	23.76433196696964296322699459	8484.82
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	1.83941792091675684150975113	577.93
The Hershey Company Common Stock (HSY) [ST]	spouse	9.02694115337786051636750716	1518.60
Fidelity Roth IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	spouse	32.48274462038164839626471782	8972.38
JP Morgan Chase & Co. Common Stock (JPM) [ST]	spouse	2.07152222411366190433189898	691.97
Fidelity Roth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	spouse	16.54123679368164244216097753	10506.99
McDonald's Corporation Common Stock (MCD) [ST]	spouse	56.14935423372943087431325490	14083.94
Fidelity Roth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	spouse	76.00703021090632718981569447	10687.35
Fidelity Roth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	spouse	16.54294694181382076837186221	8810.77
Pepsico, Inc. (PEP) [ST]	spouse	112.0111073745047118090535196	15173.02
Starbucks Corporation - Common Stock (SBUX) [ST]	spouse	21.06010893483783187790313376	2162.66
Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	spouse	24.23586077368150010602526431	9953.67
Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST]	spouse	34.58628739408611447345668338	10271.09
Fidelity Roth IRA ⇒ Visa Inc. (V) [ST]	spouse	22.81229505859542071797211371	9219.82
Fidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST]	spouse	71.81132752894713221434341621	8638.18

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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
AAPL	Spouse	Aug 7, 2024	$209.82	Aug 20, 2026	$311.30	48.37%
GOOG	Spouse	Aug 7, 2024	$160.75	Aug 20, 2026	$338.20	110.39%
CMCSA	Spouse	Aug 7, 2024	$36.08	Aug 4, 2025	$30.50	-15.45%

All trades

324 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.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
V — Visa Inc. (V) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 15 · Ptr joint · S · $15,001 - $50,000	Jun 16, 2025	Sep 11, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 16 · Ptr joint · S · $15,001 - $50,000	Jun 16, 2025	Sep 11, 2026
UNP — Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Annual spouse · P · $1,001 - $15,000	Apr 21, 2025	Sep 14, 2026
UNP — Union Pacific Corporation Common Stock (UNP) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000	Apr 21, 2025	Sep 11, 2026
BWIN — Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $500,001 - $1,000,000 Original ↗ · Row 27 · Annual joint · S (partial) · $500,001 - $1,000,000	Apr 10, 2025	Sep 14, 2026
BWIN — The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	Joint	Sale (partial) Source rows (1) $500,001 - $1,000,000 Original ↗ · Row 1 · Ptr joint · S (partial) · $500,001 - $1,000,000	Apr 10, 2025	Sep 11, 2026
NVO — Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 14 · Annual not_reported · P · $15,001 - $50,000	Mar 27, 2025	Sep 14, 2026
NVO — Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000	Mar 27, 2025	Sep 14, 2026
NVO — Novo Nordisk A/S Common Stock (NVO) [ST]	Not reported	Purchase Source rows (2) $16,002–$65,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $15,001 - $50,000	Mar 27, 2025	Sep 11, 2026
AMZN — Fidelity Roth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 7 · Annual spouse · P · $1,001 - $15,000	Feb 26, 2025	Sep 14, 2026
AMZN — Fidelity Traditional IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 10 · Annual not_reported · P · $50,001 - $100,000	Feb 26, 2025	Sep 14, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]	Multiple owners	Purchase Source rows (3) $52,003–$130,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $50,001 - $100,000	Feb 26, 2025	Sep 11, 2026
LMT — Fidelity Roth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · P · $1,001 - $15,000	Feb 18, 2025	Sep 14, 2026
LMT — Fidelity Traditional IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 12 · Annual not_reported · P · $15,001 - $50,000	Feb 18, 2025	Sep 14, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]	Multiple owners	Purchase Source rows (3) $17,003–$80,000 Original ↗ · Row 10 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $15,001 - $50,000	Feb 18, 2025	Sep 11, 2026
BWIN — Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,000,001 - $5,000,000 Original ↗ · Row 2 · Annual joint · S (partial) · $1,000,001 - $5,000,000	Feb 7, 2025	Sep 14, 2026
BWIN — The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	Joint	Sale (partial) Source rows (1) $1,000,001 - $5,000,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $1,000,001 - $5,000,000	Feb 7, 2025	Sep 11, 2026
BWIN — Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Annual joint · S (partial) · $15,001 - $50,000	Feb 6, 2025	Sep 14, 2026
BWIN — The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	Joint	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · S (partial) · $15,001 - $50,000	Feb 6, 2025	Sep 11, 2026
COST — Fidelity Roth IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 6 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · S · $1,001 - $15,000	Jan 28, 2025	Sep 14, 2026
COST — Fidelity Traditional IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 13 · Annual not_reported · S · $50,001 - $100,000	Jan 28, 2025	Sep 14, 2026
COST — Costco Wholesale Corporation - Common Stock (COST) [ST]	Multiple owners	Sale Source rows (3) $52,003–$130,000 Original ↗ · Row 4 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S · $50,001 - $100,000	Jan 28, 2025	Sep 11, 2026
ITW — Fidelity Traditional IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 66 · Annual not_reported · P · $50,001 - $100,000	Sep 25, 2024	Sep 14, 2026
ITW — Fidelity Roth IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 67 · Annual not_reported · P · $1,001 - $15,000	Sep 25, 2024	Sep 14, 2026
ADP — Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · P · $1,001 - $15,000	Sep 25, 2024	Sep 11, 2026
ITW — Illinois Tool Works Inc. Common Stock (ITW) [ST]	Multiple owners	Purchase Source rows (3) Combined amount unconfirmed Original ↗ · Row 17 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000	Sep 25, 2024	Sep 11, 2026
ADP — Fidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 65 · Annual not_reported · P · $50,001 - $100,000	Sep 24, 2024	Sep 14, 2026
ADP — Fidelity Roth IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 68 · Annual not_reported · P · $1,001 - $15,000	Sep 24, 2024	Sep 14, 2026
ADP — Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	Not reported	Purchase Source rows (2) $51,002–$115,000 Original ↗ · Row 1 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Sep 24, 2024	Sep 11, 2026
SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Annual joint · S · $1,001 - $15,000	Aug 14, 2024	Sep 14, 2026
SBUX — Fidelity Traditional IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 36 · Annual not_reported · S · $100,001 - $250,000	Aug 14, 2024	Sep 14, 2026
SBUX — Fidelity Roth IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 71 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 80 · Annual spouse · S · $1,001 - $15,000	Aug 14, 2024	Sep 14, 2026
SBUX — Starbucks Corporation - Common Stock (SBUX) [ST]	Multiple owners	Sale Source rows (4) $103,004–$295,000 Original ↗ · Row 63 · Ptr joint · S · $1,001 - $15,000 Original ↗ · Row 64 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 65 · Ptr not_reported · S · $100,001 - $250,000 Original ↗ · Row 67 · Ptr spouse · S · $1,001 - $15,000	Aug 14, 2024	Sep 12, 2026
ACN — Fidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 37 · Annual not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 14, 2026
CB — Fidelity Traditional IRA ⇒ Chubb Limited Common Stock (CB) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 38 · Annual not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 14, 2026
APD — Fidelity Traditional IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 39 · Annual not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 14, 2026
AMGN — Fidelity Traditional IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 40 · Annual not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 14, 2026
GD — Fidelity Traditional IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 43 · Annual not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 14, 2026
HSY — Fidelity Traditional IRA ⇒ The Hershey Company Common Stock (HSY) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 44 · Annual not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 14, 2026
JNJ — Fidelity Traditional IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 46 · Annual not_reported · P · $15,001 - $50,000	Aug 7, 2024	Sep 14, 2026
MCD — Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 48 · Annual not_reported · P · $1,001 - $15,000	Aug 7, 2024	Sep 14, 2026
SBUX — Fidelity Traditional IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 49 · Annual not_reported · P · $15,001 - $50,000	Aug 7, 2024	Sep 14, 2026
UPS — Fidelity Traditional IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 50 · Annual not_reported · P · $15,001 - $50,000	Aug 7, 2024	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Multiple owners	Purchase Source rows (2) Combined amount unconfirmed Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 11, 2026
APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST]	Multiple owners	Purchase Source rows (2) Combined amount unconfirmed Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 11, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000	Aug 7, 2024	Sep 11, 2026
AMGN — Amgen Inc. - Common Stock (AMGN) [ST]	Multiple owners	Purchase Source rows (2) Combined amount unconfirmed Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000	Aug 7, 2024	Sep 11, 2026
BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · P · $1,001 - $15,000	Aug 7, 2024	Sep 11, 2026
CB — Chubb Limited Common Stock (CB) [ST]	Multiple owners	Purchase Source rows (2) Combined amount unconfirmed Original ↗ · Row 10 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $50,001 - $100,000	Aug 7, 2024	Sep 11, 2026

All disclosures

43 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Sep 17, 2026	Scott Scott Franklin — PTR filed 2026-09-17 Ptr	Not established	Parsed
Aug 10, 2026	Scott Scott Franklin — Annual report filed 2026-08-10 Annual	Dec 31, 2025	Needs review
May 14, 2026	Scott Mr Franklin — Financial disclosure (X) filed 2026-05-14 Financial	Not established	Parsed
Feb 23, 2026	Scott Scott Franklin — PTR filed 2026-02-23 Ptr	Not established	Parsed
Oct 22, 2025	Scott Scott Franklin — PTR filed 2025-10-22 Ptr	Not established	Parsed
Aug 14, 2025	Scott Scott Franklin — PTR filed 2025-08-14 Ptr	Not established	Parsed
Jul 31, 2025	Scott Scott Franklin — Annual report filed 2025-07-31 Annual	Dec 31, 2024	Needs review
Jul 31, 2025	Scott Scott Franklin — PTR filed 2025-07-31 Ptr	Not established	Parsed
Jul 14, 2025	Scott Scott Franklin — PTR filed 2025-07-14 Ptr	Not established	Parsed
Jul 3, 2025	Scott Scott Franklin — PTR filed 2025-07-03 Ptr	Not established	Parsed
Jun 2, 2025	Scott Scott Franklin — PTR filed 2025-06-02 Ptr	Not established	Parsed
May 13, 2025	Scott Mr Franklin — Financial disclosure (X) filed 2025-05-13 Financial	Not established	Parsed
Apr 17, 2025	Scott Scott Franklin — PTR filed 2025-04-17 Ptr	Not established	Parsed
Apr 11, 2025	Scott Scott Franklin — PTR filed 2025-04-11 Ptr	Not established	Parsed
Mar 18, 2025	Scott Scott Franklin — PTR filed 2025-03-18 Ptr	Not established	Parsed
Feb 23, 2025	Scott Scott Franklin — PTR filed 2025-02-23 Ptr	Not established	Parsed
Oct 15, 2024	C. Scott Franklin — PTR filed 2024-10-15 Ptr	Not established	Parsed
Aug 20, 2024	C. Scott Franklin — PTR filed 2024-08-20 Ptr	Not established	Parsed
Aug 8, 2024	C. Scott Franklin — Annual report filed 2024-08-08 Annual	Dec 31, 2023	Needs review
Jun 2, 2024	C. Scott Franklin — PTR filed 2024-06-02 Ptr	Not established	Parsed
Apr 23, 2024	C. Scott Franklin — PTR filed 2024-04-23 Ptr	Not established	Parsed
Apr 18, 2024	C. Scott Franklin — Financial disclosure (X) filed 2024-04-18 Financial	Not established	Parsed
Oct 12, 2023	C. Scott Franklin — PTR filed 2023-10-12 Ptr	Not established	Parsed
Jul 29, 2023	Scott Mr Franklin — Annual report filed 2023-07-29 Annual	Dec 31, 2022	Needs review
May 23, 2023	Scott Mr Franklin — PTR filed 2023-05-23 Ptr	Not established	Parsed
May 11, 2023	Scott Mr Franklin — Financial disclosure (X) filed 2023-05-11 Financial	Not established	Parsed
Mar 7, 2023	Scott Mr Franklin — PTR filed 2023-03-07 Ptr	Not established	Parsed
Oct 11, 2022	Scott Franklin — PTR filed 2022-10-11 Ptr	Not established	Parsed
May 16, 2022	Scott Franklin — Annual report filed 2022-05-16 Annual	Dec 31, 2021	Needs review
Apr 8, 2022	Scott Franklin — PTR filed 2022-04-08 Ptr	Not established	Needs review
Mar 3, 2022	Scott Franklin — PTR filed 2022-03-03 Ptr	Not established	Needs review
Oct 20, 2021	Scott Franklin — PTR filed 2021-10-20 Ptr	Not established	Needs review
Aug 13, 2021	Scott Franklin — Financial disclosure (H) filed 2021-08-13 Financial	Not established	Needs review
Jun 15, 2021	Scott Franklin — PTR filed 2021-06-15 Ptr	Not established	Needs review
Jun 15, 2021	Scott Franklin — PTR filed 2021-06-15 Ptr	Not established	Needs review
Jun 8, 2021	Scott Franklin — PTR filed 2021-06-08 Ptr	Not established	Needs review
Jun 1, 2021	Scott Franklin — PTR filed 2021-06-01 Ptr	Not established	Parsed
May 20, 2021	Scott Franklin — PTR filed 2021-05-20 Ptr	Not established	Needs review
Apr 26, 2021	Scott Franklin — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Mar 26, 2021	Scott Franklin — PTR filed 2021-03-26 Ptr	Not established	Parsed
Jan 27, 2021	Scott Franklin — Financial disclosure (A) filed 2021-01-27 Financial	Jun 30, 2020	Parsed
Jul 14, 2020	Scott Franklin — Financial disclosure (C) filed 2020-07-14 Financial	Jun 30, 2020	Parsed
Apr 16, 2020	Scott Franklin — Financial disclosure (X) filed 2020-04-16 Financial	Not established	Parsed