1 year
11.67%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.93 percentage points
2025-09-15 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
Scott Scott Franklin
Updated Sep 14, 2026Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.7Rank: #75
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
30.78%
Cumulative estimated return
SPY: 70.83%
Outperformance: -40.05 percentage points
2023-09-15 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
5 years
23.54%
Cumulative estimated return
SPY: 59.46%
Outperformance: -35.92 percentage points
2021-12-31 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
- 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 |
|---|---|---|---|---|---|---|
| BWIN | Joint | $500,001 - $1,000,000 | Unavailable | Unavailable | $32.49Sep 15, 2026 | Unavailable |
| ACN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| APD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ADP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| ADP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BRK.B | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| CB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| GD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $358.60Sep 15, 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 | $268.60Sep 15, 2026 | Unavailable |
| ITW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $268.60Sep 15, 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 | $352.49Sep 15, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| LMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MCD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MRK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 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 | $135.50Sep 15, 2026 | Unavailable |
| PEP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $135.50Sep 15, 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 | $170.42Sep 15, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| UNP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UNP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| UNH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 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 |
|---|---|---|---|---|
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| VZ — Fidelity Joint TBE ⇒ Verizon Communications Inc. (VZ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2022 | Sep 14, 2026 |
| MDT — Fidelity Joint TBE ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 15, 2022 | Sep 14, 2026 |
| VZ — Fidelity Joint TBE ⇒ Verizon Communications Inc. (VZ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 15, 2022 | Sep 14, 2026 |
| UNH — Fidelity Joint TBE ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 11, 2022 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. (WMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 11, 2022 | Sep 14, 2026 |
| UNH — Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 11, 2022 | Sep 14, 2026 |
| VZ — Fidelity Roth IRA ⇒ Verizon Communications Inc. (VZ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 11, 2022 | Sep 14, 2026 |
| UNH — Fidelity Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 11, 2022 | Sep 14, 2026 |
| VZ — Fidelity Traditional IRA ⇒ Verizon Communications Inc. (VZ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 11, 2022 | Sep 14, 2026 |
| AEP — Fidelity Joint TBE ⇒ American Electric Power Company, Inc. (AEP) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Mar 10, 2022 | Sep 14, 2026 |
| DFS — Fidelity Joint TBE ⇒ Discover Financial Services (DFS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 10, 2022 | Sep 14, 2026 |
| PNC — Fidelity Joint TBE ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 10, 2022 | Sep 14, 2026 |
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 10, 2022 | Sep 14, 2026 |
| V — Fidelity Joint TBE ⇒ Visa Inc. (V) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Mar 10, 2022 | Sep 14, 2026 |
| AEP — Fidelity Roth IRA ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 10, 2022 | Sep 14, 2026 |
| AEP — Fidelity Traditional IRA ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 10, 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.