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 |
|---|---|---|---|---|
| MNST — Monster Beverage Corporation - Common Stock (MNST) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| NGG — National Grid Transco, PLC National Grid PLC (NGG) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Spouse | Sale (partial) | Jul 10, 2025 | Sep 11, 2026 |
| OKTA — Okta, Inc. - Class A Common Stock (OKTA) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | Purchase | Jul 10, 2025 | Sep 11, 2026 |
| PEN — Penumbra, Inc. Common Stock (PEN) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| PM — Philip Morris International Inc Common Stock (PM) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| PRGS — Progress Software Corporation - Common Stock (PRGS) [ST] | Spouse | Purchase | Jul 10, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Spouse | Purchase | Jul 10, 2025 | Sep 11, 2026 |
| PWR — Quanta Services, Inc. Common Stock (PWR) [ST] | Spouse | Purchase | Jul 10, 2025 | Sep 11, 2026 |
| SE — Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| SFM — Sprouts Farmers Market, Inc. - Common Stock (SFM) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale (partial) | Jul 10, 2025 | Sep 11, 2026 |
| USFD — US Foods Holding Corp. Common Stock (USFD) [ST] | Spouse | Purchase | Jul 10, 2025 | Sep 11, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| VNOM — Viper Energy, Inc. - Class A Common Stock (VNOM) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| WPC — W. P. Carey Inc. REIT (WPC) [ST] | Spouse | Purchase | Jul 10, 2025 | Sep 11, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Spouse | Sale | Jul 10, 2025 | Sep 11, 2026 |
| SMR — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 9, 2025 | Sep 14, 2026 |
| SMR — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 8, 2025 | Sep 14, 2026 |
| NVDA — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| PLTR — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 665 · Annual | Jun 26, 2025 | Sep 14, 2026 |
| TSM — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 666 · Annual | Jun 26, 2025 | Sep 14, 2026 |
| AGCO — Charles Schwab Brokerage Account 924 ⇒ AGCO Corporation Common Stock (AGCO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| BDX — Charles Schwab Brokerage Account 924 ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| BTI — Charles Schwab Brokerage Account 924 ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CHD — Charles Schwab Brokerage Account 924 ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CHX — Charles Schwab Brokerage Account 924 ⇒ ChampionX Corporation (CHX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CL — Charles Schwab Brokerage Account 924 ⇒ Colgate-Palmolive Company Common Stock (CL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CNH — Charles Schwab Brokerage Account 924 ⇒ CNH Industrial N.V. Common Shares (CNH) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CRGY — Charles Schwab Brokerage Account 924 ⇒ Crescent Energy Company Class A Common Stock (CRGY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CVX — Charles Schwab Brokerage Account 924 ⇒ Chevron Corporation Common Stock (CVX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DT — Charles Schwab Brokerage Account 924 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DUOL — Charles Schwab Brokerage Account 924 ⇒ Duolingo, Inc. - Class A Common Stock (DUOL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| EBAY — Charles Schwab Brokerage Account 924 ⇒ eBay Inc. - Common Stock (EBAY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| EQNR — Charles Schwab Brokerage Account 924 ⇒ Equinor ASA (EQNR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GFI — Charles Schwab Brokerage Account 924 ⇒ Gold Fields Limited American Depositary Shares (GFI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GIS — Charles Schwab Brokerage Account 924 ⇒ General Mills, Inc. Common Stock (GIS) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GMED — Charles Schwab Brokerage Account 924 ⇒ Globus Medical, Inc. Class A Common Stock (GMED) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GSK — Charles Schwab Brokerage Account 924 ⇒ GSK plc American Depositary Shares (GSK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GWRE — Charles Schwab Brokerage Account 924 ⇒ Guidewire Software, Inc. Common Stock (GWRE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| HAL — Charles Schwab Brokerage Account 924 ⇒ Halliburton Company Common Stock (HAL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| IBKR — Charles Schwab Brokerage Account 924 ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| INFY — Charles Schwab Brokerage Account 924 ⇒ Infosys Limited American Depositary Shares (INFY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| INTU — Charles Schwab Brokerage Account 924 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| JD — Charles Schwab Brokerage Account 924 ⇒ JD.com, Inc. - American Depositary Shares (JD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| JNJ — Charles Schwab Brokerage Account 924 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SJM — Charles Schwab Brokerage Account 924 ⇒ The J.M. Smucker Company Common Stock (SJM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ABT — Charles Schwab Brokerage Account 924 ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 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.