Democrat · House OR03
Wikipedia biography ↗Years Elected: About 28.6Rank: #37
Federal elected service; earlier service not yet verified.
17.02%
Cumulative estimated return
SPY: 14.60%
Outperformance: 2.42 percentage points
2025-09-15 – 2026-09-15
53.33%
Cumulative estimated return
SPY: 70.83%
Outperformance: -17.50 percentage points
2023-09-15 – 2026-09-15
47.41%
Cumulative estimated return
SPY: 69.11%
Outperformance: -21.70 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 190 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, 2023. 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 |
|---|---|---|---|---|---|---|
| QCOM | Spouse | $15,001 - $50,000 | Feb 12, 2024 | $153.10 | $187.80Sep 15, 2026 | 22.66% |
| DGX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $247.08Sep 15, 2026 | Unavailable |
| RTX | Spouse | $1,001 - $15,000 | Apr 4, 2024 | $99.31 | $195.50Sep 15, 2026 | 96.86% |
| CRM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| SNY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SAP | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SIEGY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| SIVB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SYY | Spouse | $15,001 - $50,000 | Aug 24, 2023 | $69.90 | $79.60Sep 15, 2026 | 13.88% |
| TEL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| USB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VTR | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $88.56Sep 15, 2026 | Unavailable |
| VZ | Spouse | $15,001 - $50,000 | Oct 10, 2022 | $36.62 | $51.45Sep 15, 2026 | 40.50% |
| V | Spouse | $1,001 - $15,000 | Apr 4, 2024 | $274.00 | $375.62Sep 15, 2026 | 37.09% |
| WMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| DIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| WBD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $28.03Sep 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 92.61776523895015816021202018 | 17912.28 |
| Allstate Corporation (ALL) [ST] | spouse | 232.1795970852978996999571367 | 59718.91 |
| Astrazeneca PLC (AZN) [ST] | spouse | 59.50539233915953886203049461 | 9630.95 |
| Baxter International Inc. Common Stock (BAX) [ST] | spouse | 955.6159952955013231402528668 | 22657.66 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | spouse | 91.12460045982167890988616610 | 47089.55 |
| Diageo plc Common Stock (DEO) [ST] | spouse | 223.1257723465604833173142936 | 19367.32 |
| Walt Disney Company (DIS) [ST] | spouse | 88.60892679144977295381548344 | 9429.76 |
| Goldman Sachs Group, Inc. (GS) [ST] | spouse | 84.24838634419472742826036239 | 82282.87 |
| Kroger Company (KR) [ST] | spouse | 35.7428755616277744701518413 | 2224.99 |
| Lamb Weston Holdings, Inc. (LW) [ST] | spouse | 300.6799888981404385234526783 | 14159.02 |
| Newmont Goldcorp Corporation (NEM) [ST] | spouse | 785.2258999758395747765160667 | 97517.20 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | spouse | 276.9714844333745068894238697 | 52015.24 |
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. | ||||||
226 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 |
|---|---|---|---|---|
| UL — Unilever PLC (UL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 14, 2022 | Sep 14, 2026 |
| APD — Air Products and Chemicals, Inc. (APD) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 2 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Alaska Air group, Inc. (AlK) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Alphabet Inc. - Class A (gOOgl) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Amgen Inc. (AMgN) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 10 · Ptr Original ↗ · Row 20 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Blackbaud, Inc. (BlKB) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — BlackRock, Inc. (BlK) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 16 · Ptr Original ↗ · Row 30 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 18 · Ptr Original ↗ · Row 33 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 20 · Ptr Original ↗ · Row 35 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| FRC — FIRST REPuBlIC BANK (FRC) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 22 · Ptr Original ↗ · Row 41 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Flex ltd. - Ordinary Shares (FlEX) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — goldman Sachs group, Inc. (gS) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 28 · Ptr Original ↗ · Row 50 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 30 · Ptr Original ↗ · Row 57 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| ICE — Intercontinental Exchange Inc. (ICE) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 32 · Ptr Original ↗ · Row 60 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| IP — International Paper Company (IP) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 34 · Ptr Original ↗ · Row 62 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| KR — Kroger Company (KR) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 36 · Ptr Original ↗ · Row 88 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Magna International, Inc. (MgA) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| MCK — McKesson Corporation (MCK) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 40 · Ptr Original ↗ · Row 92 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 42 · Ptr Original ↗ · Row 95 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 44 · Ptr Original ↗ · Row 104 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| QCOM — QuAlCOMM Incorporated (QCOM) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 46 · Ptr Original ↗ · Row 107 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Quest Diagnostics Incorporated (DgX) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 50 · Ptr Original ↗ · Row 111 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| CRM — Salesforce.com Inc (CRM) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 52 · Ptr Original ↗ · Row 113 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| SAP — SAP SE ADS (SAP) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 54 · Ptr Original ↗ · Row 116 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Siemens Ag American Depositary Shares (SIEgY) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — Starbucks Corporation (SBuX) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — u.S. Bancorp (uSB) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| Not reported — unilever PlC (ul) [ST] | Not reported | Sale | Mar 14, 2022 | Sep 12, 2026 |
| VTR — Ventas, Inc. (VTR) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 64 · Ptr Original ↗ · Row 156 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| VTRS — Viatris Inc. (VTRS) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 66 · Ptr Original ↗ · Row 159 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 68 · Ptr Original ↗ · Row 163 · Annual | Mar 14, 2022 | Sep 12, 2026 |
| APD — Air Products and Chemicals, Inc. (APD) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$16,002–$65,000 Original ↗ · Row 1 · Annual Original ↗ · Row 3 · Annual | Mar 10, 2022 | Sep 14, 2026 |
| APD — Air Products and Chemicals, Inc. (APD) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Mar 10, 2022 | Sep 12, 2026 |
| ALK — Alaska Air Group, Inc. (ALK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| BLKB — Blackbaud, Inc. (BLKB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| FLEX — Flex Ltd. - Ordinary Shares (FLEX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 24, 2022 | Sep 14, 2026 |
79 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.