Republican · House MI09
Wikipedia biography ↗Years Elected: About 5.7Rank: #2
Federal elected service; earlier service not yet verified.
7.79%
Cumulative estimated return
SPY: 14.60%
Outperformance: -6.81 percentage points
2025-09-15 – 2026-09-15
128.83%
Cumulative estimated return
SPY: 48.14%
Outperformance: 80.69 percentage points
2024-03-11 – 2026-09-15
128.83%
Cumulative estimated return
SPY: 48.14%
Outperformance: 80.69 percentage points
2024-03-11 – 2026-09-15
As of Sep 15, 2026. 1404 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 |
|---|---|---|---|---|---|---|
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMED | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ANET | Spouse | None | Unavailable | Unavailable | $197.54Sep 16, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1037.24Sep 16, 2026 | Unavailable |
| CIEN | Spouse | None | Unavailable | Unavailable | $340.50Sep 16, 2026 | Unavailable |
| ETN | Spouse | None | Unavailable | Unavailable | $397.80Sep 16, 2026 | Unavailable |
| FLEX | Spouse | None | Unavailable | Unavailable | $107.90Sep 16, 2026 | Unavailable |
| HSBC | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| H | Spouse | None | Unavailable | Unavailable | $158.65Sep 16, 2026 | Unavailable |
| IBKR | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SNDR | Spouse | None | Unavailable | Unavailable | $32.75Sep 16, 2026 | Unavailable |
| SHEL | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TSM | Spouse | None | 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 |
|---|---|---|---|
| Albertsons Companies, Inc. Class A Common Stock (ACI) [ST] | spouse | 428.1349354938432224574064741 | 5497.25 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | spouse | 2.311040356229851227885824753 | 3677.97 |
| AstraZeneca PLC - American Depositary Shares (AZN) [ST] | spouse | 7.50085116638588670870454464 | 1214.01 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 19.33565798785825147775522624 | 2114.16 |
| Bank of America Corporation Common Stock (BAC) [ST] | spouse | 31.2020696304947329705868233 | 1857.15 |
| Brinks Company (BCO) [ST] | spouse | 22.41906434698983326042388704 | 2440.32 |
| Barclays PLC Common Stock (BCS) [ST] | spouse | 84.8819916240111679851093532 | 2159.40 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 0.22145667071987910515275634 | 114.44 |
| Caseys General Stores, Inc. - Common Stock (CASY) [ST] | spouse | 0.42631250132270810525962293 | 250.31 |
| Core & Main, Inc. Class A Common Stock (CNM) [ST] | spouse | 8.4646578054265762017687083 | 347.73 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.716556182876744151093846263 | 645.87 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | spouse | 13.01901543635664320150108651 | 2997.89 |
| D.R. Horton, Inc. Common Stock (DHI) [ST] | spouse | 13.04949319580373142062510862 | 1829.54 |
| Duke Energy Corporation (DUK) [ST] | spouse | 5.33239683476707299355351549 | 628.00 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 16.95483973868023462389073748 | 5788.89 |
| Getty Realty Corporation Common Stock (GTY) [ST] | spouse | 10.3499253461950643575114224 | 325.30 |
| HDFC Bank Limited Common Stock (HDB) [ST] | spouse | 238.7716756900657827979365378 | 5391.46 |
| Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | spouse | 126.2904498816101026045777427 | 3517.19 |
| Honda Motor Company, Ltd. Common Stock (HMC) [ST] | spouse | 14.7141478588619953680577630 | 473.94 |
| IDEX Corporation Common Stock (IEX) [ST] | spouse | 3.89505333711463061682504074 | 867.97 |
| Li Auto Inc. - American Depositary Shares (LI) [ST] | spouse | 264.8684428869145441507049865 | 3114.85 |
| McDonald's Corporation Common Stock (MCD) [ST] | spouse | 0.64016220402147319798534276 | 161.82 |
| NewJersey Resources Corporation Common Stock (NJR) [ST] | spouse | 1.2454537502035034634004607 | 66.35 |
| Novartis AG Common Stock (NVS) [ST] | spouse | 0.89451827614008252872092523 | 124.00 |
| PDD Holdings Inc. - American Depositary Shares (PDD) [ST] | spouse | 17.37299914088905591025778071 | 1356.48 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | spouse | 2331.885236550615570284294812 | 402390.12 |
| Rio Tinto Plc Common Stock (RIO) [ST] | spouse | 28.3725685509343277995820718 | 2759.52 |
| Revvity, Inc. Common Stock (RVTY) [ST] | spouse | 1.74123730688609245781144038 | 244.10 |
| Service Corporation International Common Stock (SCI) [ST] | spouse | 0.97532793352180159318613471 | 79.20 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | spouse | 1.02602959910399015073142789 | 133.24 |
| SLB Limited Common Shares (SLB) [ST] | spouse | 9.4288381270687429979618627 | 511.04 |
| Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | spouse | 446.2074735080870050195203569 | 3761.53 |
| Sony Group Corporation American Depositary Shares (SONY) [ST] | spouse | 46.9103978858843108764847434 | 1122.10 |
| Spire Inc. Common Stock (SR) [ST] | spouse | 18.18118281844569576499789737 | 1458.49 |
| Trip.com Group Limited - American Depositary Shares (TCOM) [ST] | spouse | 22.6136533657519020491982064 | 887.59 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 1.97825921317144766282982145 | 246.49 |
| United Bankshares, Inc. - Common Stock (UBSI) [ST] | spouse | 218.3521620311720219586164536 | 10450.33 |
| VeriSign, Inc. - Common Stock (VRSN) [ST] | spouse | 0.10576772594479851931670194 | 31.44 |
| W.R. Berkley Corporation Common Stock (WRB) [ST] | spouse | 5.5602799170250203970740402 | 396.34 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 77.59747607282436618149290954 | 13138.80 |
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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
2816 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 |
|---|---|---|---|---|
| PRGS — Progress Software Corporation - Common Stock (PRGS) [ST] | Spouse | Sale | Jul 16, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Spouse | Sale | Jul 16, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 552 · Ptr Original ↗ · Row 553 · Ptr | Jul 16, 2025 | Sep 11, 2026 |
| SAP — SAP SE ADS (SAP) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| SLB — Schlumberger N.V. Common Stock (SLB) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| SCI — Service Corporation International Common Stock (SCI) [ST] | Spouse | Sale | Jul 16, 2025 | Sep 11, 2026 |
| FUN — Six Flags Entertainment Corporation Common Stock New (FUN) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| TFX — Teleflex Incorporated Common Stock (TFX) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | Sale | Jul 16, 2025 | Sep 11, 2026 |
| WPC — W. P. Carey Inc. REIT (WPC) [ST] | Spouse | Sale | Jul 16, 2025 | Sep 11, 2026 |
| WRB — W.R. Berkley Corporation Common Stock (WRB) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| WAT — Waters Corporation Common Stock (WAT) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| WDFC — WD-40 Company - Common Stock (WDFC) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| WAL — Western Alliance Bancorporation Common Stock (WAL) [ST] | Spouse | Purchase | Jul 16, 2025 | Sep 11, 2026 |
| ABT — Charles Schwab Brokerage Account 924 ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| ACN — Charles Schwab Brokerage Account 924 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| ADBE — Charles Schwab Brokerage Account 924 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| ADSK — Charles Schwab Brokerage Account 924 ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| AIG — Charles Schwab Brokerage Account 924 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| BJ — Charles Schwab Brokerage Account 924 ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| BR — Charles Schwab Brokerage Account 924 ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| COST — Charles Schwab Brokerage Account 924 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| DT — Charles Schwab Brokerage Account 924 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| EC — Charles Schwab Brokerage Account 924 ⇒ Ecopetrol S.A. American Depositary Shares (EC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| EIG — Charles Schwab Brokerage Account 924 ⇒ Employers Holdings Inc Common Stock (EIG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| ELS — Charles Schwab Brokerage Account 924 ⇒ Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| BBAI — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ BigBear.ai, Inc. Common Stock (BBAI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| FTV — Charles Schwab Brokerage Account 924 ⇒ Fortive Corporation Common Stock (FTV) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| GL — Charles Schwab Brokerage Account 924 ⇒ Globe Life Inc. Common Stock (GL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| GMED — Charles Schwab Brokerage Account 924 ⇒ Globus Medical, Inc. Class A Common Stock (GMED) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| HLN — Charles Schwab Brokerage Account 924 ⇒ Haleon plc American Depositary Shares (HLN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| INGR — Charles Schwab Brokerage Account 924 ⇒ Ingredion Incorporated Common Stock (INGR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| KO — Charles Schwab Brokerage Account 924 ⇒ Coca-Cola Company (KO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| MNST — Charles Schwab Brokerage Account 924 ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| NGG — Charles Schwab Brokerage Account 924 ⇒ National Grid Transco, PLC National Grid PLC (NGG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| NVO — Charles Schwab Brokerage Account 924 ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1140 · Annual | Jul 10, 2025 | Sep 14, 2026 |
| OKTA — Charles Schwab Brokerage Account 924 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| PEN — Charles Schwab Brokerage Account 924 ⇒ Penumbra, Inc. Common Stock (PEN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| PG — Charles Schwab Brokerage Account 924 ⇒ Procter & Gamble Company (PG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| PM — Charles Schwab Brokerage Account 924 ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| SE — Charles Schwab Brokerage Account 924 ⇒ Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| PANW — Charles Schwab Brokerage Account 924 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| SFM — Charles Schwab Brokerage Account 924 ⇒ Sprouts Farmers Market, Inc. - Common Stock (SFM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| KMB — Charles Schwab Brokerage Account 924 ⇒ Kimberly-Clark Corporation - Common Stock (KMB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| SCHW — Charles Schwab Brokerage Account 924 ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| HD — Charles Schwab Brokerage Account 924 ⇒ Home Depot, Inc. (HD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| CTSH — Charles Schwab Brokerage Account 924 ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| GIS — Charles Schwab Brokerage Account 924 ⇒ General Mills, Inc. Common Stock (GIS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| PWR — Charles Schwab Brokerage Account 924 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
| ISRG — Charles Schwab Brokerage Account 924 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 10, 2025 | Sep 14, 2026 |
24 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.