1 year
5.08%
Cumulative estimated return
SPY: 14.60%
Outperformance: -9.52 percentage points
2025-09-15 – 2026-09-15
Missing information
- 88 sales exceeding observed holdings (unmatched amount omitted).
- 1 rows without a saved price.
Valerie Hoyle
Updated Sep 14, 2026Democrat · House OR04
Wikipedia biography ↗Years Elected: About 3.7Rank: #21
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
75.44%
Cumulative estimated return
SPY: 70.83%
Outperformance: 4.61 percentage points
2023-09-15 – 2026-09-15
Missing information
- 88 sales exceeding observed holdings (unmatched amount omitted).
- 1 rows without a saved price.
5 years
95.38%
Cumulative estimated return
SPY: 59.46%
Outperformance: 35.92 percentage points
2021-12-31 – 2026-09-15
Missing information
- 88 sales exceeding observed holdings (unmatched amount omitted).
- 1 rows without a saved price.
- Available investment history starts 2021-12-31.
As of Sep 15, 2026. 393 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 |
|---|---|---|---|---|---|---|
| PSTG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | 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 |
|---|---|---|---|
| Amphenol Corporation Common Stock (APH) [ST] | spouse | 102.7962873018005449516191815 | 7982.13 |
| Applovin Corporation - Class A Common Stock (APP) [ST] | spouse | 12.41970675073214712553205725 | 4116.64 |
| Ares Management Corporation Class A Common Stock (ARES) [ST] | spouse | 1.02784857437565570559304739 | 131.31 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | spouse | 0.61748719226657054729579246 | 982.72 |
| AstraZeneca PLC - American Depositary Shares (AZN) [ST] | spouse | 8.46747685775813678162092650 | 1370.46 |
| Bank of America Corporation Common Stock (BAC) [ST] | spouse | 205.1953495674829709685275536 | 12213.23 |
| The Cigna Group Common Stock (CI) [ST] | spouse | 1.39229991313949761528112054 | 402.24 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.252897980691414196284396550 | 227.95 |
| CRH PLC Ordinary Shares (CRH) [ST] | spouse | 16.35487771931160725889903995 | 1434.16 |
| CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | spouse | 57.08119292237442922374429224 | 4619.01 |
| Fidelity Rollover IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | spouse | 34.85297320845131779568721411 | 7296.82 |
| Walt Disney Company (DIS) [ST] | spouse | 0.57608035818758044369416445 | 61.31 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | spouse | 55.18728012692281161619645444 | 5650.07 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 10.30536805202943382100647787 | 3518.56 |
| The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | spouse | 1.16391475225654682103271116 | 158.33 |
| Imperial Oil Limited Common Stock (IMO) [ST] | spouse | 44.43020659517775826651187117 | 6013.63 |
| Lowe's Companies, Inc. Common Stock (LOW) [ST] | spouse | 1.62327988780231308541954703 | 315.91 |
| Moody's Corporation Common Stock (MCO) [ST] | spouse | 0.12087952599946492175888608 | 56.47 |
| Northrop Grumman Corporation Common Stock (NOC) [ST] | spouse | 3.18433153916371572775500254 | 1691.68 |
| Snap Inc. Class A Common Stock (SNAP) [ST] | spouse | 689.6982758620689655172413793 | 4020.94 |
| Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | spouse | 3.51041199515657950338499744 | 1959.72 |
| Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | spouse | 2.06857245906792687045170452 | 666.02 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 4.16420700248739527060004357 | 705.08 |
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
786 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 |
|---|---|---|---|---|
| HEI.A — Fidelity Rollover IRA ⇒ Heico Corporation Common Stock (HEI.A) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| HLN — Fidelity Rollover IRA ⇒ Haleon plc American Depositary Shares (HLN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| HCA — Fidelity Rollover IRA ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| GILD — Fidelity Rollover IRA ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| GE — Fidelity Rollover IRA ⇒ GE Aerospace Common Stock (GE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| GEV — Fidelity Rollover IRA ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| IT — Fidelity Rollover IRA ⇒ Gartner, Inc. Common Stock (IT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| AJG — Fidelity Rollover IRA ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| FDX — Fidelity Rollover IRA ⇒ FedEx Corporation Common Stock (FDX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| META — Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| XOM — Fidelity Rollover IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| EIX — Fidelity Rollover IRA ⇒ Edison International Common Stock (EIX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| DIS — Fidelity Rollover IRA ⇒ Walt Disney Company (DIS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| DEO — Fidelity Rollover IRA ⇒ Diageo plc Common Stock (DEO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| DE — Fidelity Rollover IRA ⇒ Deere & Company Common Stock (DE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| DHR — Fidelity Rollover IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CCK — Fidelity Rollover IRA ⇒ Crown Holdings, Inc. (CCK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CCI — Fidelity Rollover IRA ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| COST — Fidelity Rollover IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CPRT — Fidelity Rollover IRA ⇒ Copart, Inc. - Common Stock (CPRT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CNSWF — Fidelity Rollover IRA ⇒ CONSTELLATION SFTWRE INC (CNSWF) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CMCSA — Fidelity Rollover IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| KO — Fidelity Rollover IRA ⇒ Coca-Cola Company (KO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CTAS — Fidelity Rollover IRA ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CSCO — Fidelity Rollover IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CNC — Fidelity Rollover IRA ⇒ Centene Corporation Common Stock (CNC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CGEMY — Fidelity Rollover IRA ⇒ Cap Gemini SA American Depositary Shares (CGEMY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CNQ — Fidelity Rollover IRA ⇒ Canadian Natural Resources Limited Common Stock (CNQ) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CDNS — Fidelity Rollover IRA ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CVS — Fidelity Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CI — Fidelity Rollover IRA ⇒ The Cigna Group Common Stock (CI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| CF — Fidelity Rollover IRA ⇒ CF Industries Holdings, Inc. Common Stock (CF) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| AVGO — Fidelity Rollover IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BMY — Fidelity Rollover IRA ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BSX — Fidelity Rollover IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BKNG — Fidelity Rollover IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BA — Fidelity Rollover IRA ⇒ Boeing Company (BA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| HRB — Fidelity Rollover IRA ⇒ H&R Block, Inc. Common Stock (HRB) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BLK — Fidelity Rollover IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BRK.B — Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| BAC — Fidelity Rollover IRA ⇒ Bank of America Corporation Common Stock (BAC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| AZO — Fidelity Rollover IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| AZN — Fidelity Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| ANET — Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| ARES — Fidelity Rollover IRA ⇒ Ares Management Corporation Class A Common Stock (ARES) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| AAPL — Fidelity Rollover IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| APO — Fidelity Rollover IRA ⇒ Apollo Global Management, Inc. (APO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| ELV — Fidelity Rollover IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| APH — Fidelity Rollover IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
| AME — Fidelity Rollover IRA ⇒ AMETEK, Inc. (AME) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Oct 29, 2024 | Sep 14, 2026 |
All disclosures
14 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.