Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.8Rank: #105
Federal elected service; earlier service not yet verified.
6.96%
Cumulative estimated return
SPY: 13.01%
Outperformance: -6.05 percentage points
2025-10-24 – 2026-10-26
22.49%
Cumulative estimated return
SPY: 85.52%
Outperformance: -63.03 percentage points
2023-10-26 – 2026-10-26
-13.13%
Cumulative estimated return
SPY: 67.86%
Outperformance: -80.99 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 155 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 |
|---|---|---|---|---|---|---|
| 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.
| 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 |
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% |
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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| GD — General Dynamics Corporation Common Stock (GD) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 15 · Ptr Original ↗ · Row 30 · Ptr | Aug 7, 2024 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 19 · Ptr Original ↗ · Row 40 · Ptr | Aug 7, 2024 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 23 · Ptr Original ↗ · Row 52 · Ptr | Aug 7, 2024 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 28 · Ptr Original ↗ · Row 66 · Ptr | Aug 7, 2024 | Sep 11, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 30 · Ptr Original ↗ · Row 68 · Ptr | Aug 7, 2024 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 31 · Ptr Original ↗ · Row 71 · Ptr | Aug 7, 2024 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Spouse | Purchase | Aug 7, 2024 | Sep 11, 2026 |
| AAPL — Fidelity Traditional IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 51 · Annual | Aug 6, 2024 | Sep 14, 2026 |
| CSCO — Fidelity Traditional IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 6, 2024 | Sep 14, 2026 |
| COST — Fidelity Traditional IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 54 · Annual | Aug 6, 2024 | Sep 14, 2026 |
| DFS — Fidelity Traditional IRA ⇒ Discover Financial Services Common Stock (DFS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 6, 2024 | Sep 14, 2026 |
| JPM — Fidelity Traditional IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 58 · Annual | Aug 6, 2024 | Sep 14, 2026 |
| KVUE — Fidelity Traditional IRA ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 6, 2024 | Sep 14, 2026 |
| MSFT — Fidelity Traditional IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 61 · Annual | Aug 6, 2024 | Sep 14, 2026 |
| NEE — Fidelity Traditional IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 6, 2024 | Sep 14, 2026 |
| PFE — Fidelity Traditional IRA ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 6, 2024 | Sep 14, 2026 |
| WMT — Fidelity Traditional IRA ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 64 · Annual | Aug 6, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr | Aug 6, 2024 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | Sale | Aug 6, 2024 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Ptr | Aug 6, 2024 | Sep 12, 2026 |
| DFS — Discover Financial Services Common Stock (DFS) [ST] | Not reported | Sale | Aug 6, 2024 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 43 · Ptr | Aug 6, 2024 | Sep 12, 2026 |
| KVUE — Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | Sale | Aug 6, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 55 · Ptr | Aug 6, 2024 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Sale | Aug 6, 2024 | Sep 12, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | Sale | Aug 6, 2024 | Sep 12, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 72 · Ptr | Aug 6, 2024 | Sep 12, 2026 |
| UPS — Fidelity Roth IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| SBUX — Fidelity Roth IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| PG — Fidelity Roth IRA ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| PEP — Fidelity Roth IRA ⇒ Pepsico, Inc. (PEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| MRK — Fidelity Roth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| MCD — Fidelity Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| JNJ — Fidelity Roth IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| HSY — Fidelity Roth IRA ⇒ The Hershey Company Common Stock (HSY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| GD — Fidelity Roth IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| AMGN — Fidelity Roth IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| APD — Fidelity Roth IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
| CB — Fidelity Roth IRA ⇒ Chubb Limited Common Stock (CB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 2, 2024 | Sep 14, 2026 |
43 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.