1 year
5.05%
Cumulative estimated return
SPY: 14.60%
Outperformance: -9.55 percentage points
2025-09-15 – 2026-09-15
Missing information
- 11 rows without a saved price.
- 87 sales exceeding observed holdings (unmatched amount omitted).
Democrat · House OR04
Wikipedia biography ↗Years Elected: About 3.7Rank: #101
Federal elected service; earlier service not yet verified.
5.05%
Cumulative estimated return
SPY: 14.60%
Outperformance: -9.55 percentage points
2025-09-15 – 2026-09-15
15.18%
Cumulative estimated return
SPY: 30.19%
Outperformance: -15.01 percentage points
2024-10-29 – 2026-09-15
15.18%
Cumulative estimated return
SPY: 30.19%
Outperformance: -15.01 percentage points
2024-10-29 – 2026-09-15
As of Sep 15, 2026. 393 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.
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.
| 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 | 132.70 |
| 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 |
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. | ||||||
786 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
14 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.