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 | $199.53Sep 17, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1053.96Sep 17, 2026 | Unavailable |
| CIEN | Spouse | None | Unavailable | Unavailable | $344.25Sep 17, 2026 | Unavailable |
| ETN | Spouse | None | Unavailable | Unavailable | $409.46Sep 17, 2026 | Unavailable |
| FLEX | Spouse | None | Unavailable | Unavailable | $109.02Sep 17, 2026 | Unavailable |
| HSBC | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| H | Spouse | None | Unavailable | Unavailable | $154.81Sep 17, 2026 | Unavailable |
| IBKR | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SNDR | Spouse | None | Unavailable | Unavailable | $32.56Sep 17, 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 |
|---|---|---|---|---|
| COP — Charles Schwab Brokerage Account 924 ⇒ ConocoPhillips Common Stock (COP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GOOGL — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ACN — Charles Schwab Brokerage Account 924 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| OVV — Charles Schwab Brokerage Account 924 ⇒ Ovintiv Inc. (OVV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DLB — Charles Schwab Brokerage Account 924 ⇒ Dolby Laboratories Common Stock (DLB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DE — Charles Schwab Brokerage Account 924 ⇒ Deere & Company Common Stock (DE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| PG — Charles Schwab Brokerage Account 924 ⇒ Procter & Gamble Company (PG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| LYB — Charles Schwab Brokerage Account 924 ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MA — Charles Schwab Brokerage Account 924 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| AMGN — Charles Schwab Brokerage Account 924 ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MRK — Charles Schwab Brokerage Account 924 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MGY — Charles Schwab Brokerage Account 924 ⇒ Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CHRD — Charles Schwab Brokerage Account 924 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| XOM — Charles Schwab Brokerage Account 924 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| PEP — Charles Schwab Brokerage Account 924 ⇒ Pepsico, Inc. (PEP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| KO — Charles Schwab Brokerage Account 924 ⇒ Coca-Cola Company (KO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| PM — Charles Schwab Brokerage Account 924 ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| RIO — Charles Schwab Brokerage Account 924 ⇒ Rio Tinto Plc Common Stock (RIO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| VZ — Charles Schwab Brokerage Account 924 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| LIN — Charles Schwab Brokerage Account 924 ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| RBA — Charles Schwab Brokerage Account 924 ⇒ RB Global, Inc. Common Stock (RBA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| HUM — Charles Schwab Brokerage Account 924 ⇒ Humana Inc. Common Stock (HUM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NOC — Charles Schwab Brokerage Account 924 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CLX — Charles Schwab Brokerage Account 924 ⇒ Clorox Company (CLX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| VNOM — Charles Schwab Brokerage Account 924 ⇒ Viper Energy, Inc. - Class A Common Stock (VNOM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| YUM — Charles Schwab Brokerage Account 924 ⇒ Yum! Brands, Inc. (YUM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NGG — Charles Schwab Brokerage Account 924 ⇒ National Grid Transco, PLC National Grid PLC (NGG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SCI — Charles Schwab Brokerage Account 924 ⇒ Service Corporation International Common Stock (SCI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| TCOM — Charles Schwab Brokerage Account 924 ⇒ Trip.com Group Limited - American Depositary Shares (TCOM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SGI — Charles Schwab Brokerage Account 924 ⇒ Somnigroup International Inc. Common Stock (SGI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DEO — Charles Schwab Brokerage Account 924 ⇒ Diageo plc Common Stock (DEO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ELV — Charles Schwab Brokerage Account 924 ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MCD — Charles Schwab Brokerage Account 924 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NOV — Charles Schwab Brokerage Account 924 ⇒ NOV Inc. Common Stock (NOV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MT — Charles Schwab Brokerage Account 924 ⇒ Arcelor Mittal NY Registry Shares NEW (MT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ATR — Charles Schwab Brokerage Account 924 ⇒ AptarGroup, Inc. Common Stock (ATR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CMI — Charles Schwab Brokerage Account 924 ⇒ Cummins Inc. Common Stock (CMI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DOW — Charles Schwab Brokerage Account 924 ⇒ Dow Inc. Common Stock (DOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NWG — Charles Schwab Brokerage Account 924 ⇒ NatWest Group plc American Depositary Shares, (NWG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ING — Charles Schwab Brokerage Account 924 ⇒ ING Group, N.V. Common Stock (ING) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| IBN — Charles Schwab Brokerage Account 924 ⇒ ICICI Bank Limited Common Stock (IBN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| INGR — Charles Schwab Brokerage Account 924 ⇒ Ingredion Incorporated Common Stock (INGR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| BP — Charles Schwab Brokerage Account 924 ⇒ BP p.l.c. Common Stock (BP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ROST — Charles Schwab Brokerage Account 924 ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| RS — Charles Schwab Brokerage Account 924 ⇒ Reliance, Inc. Common Stock (RS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| HMC — Charles Schwab Brokerage Account 924 ⇒ Honda Motor Company, Ltd. Common Stock (HMC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| VALE — Charles Schwab Brokerage Account 924 ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SBUX — Charles Schwab Brokerage Account 924 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1177 · Annual | Jun 24, 2025 | Sep 14, 2026 |
| CHE — Charles Schwab Brokerage Account 924 ⇒ Chemed Corp (CHE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| HLN — Charles Schwab Brokerage Account 924 ⇒ Haleon plc American Depositary Shares (HLN) [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.