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 |
|---|---|---|---|---|
| AZN — Charles Schwab Brokerage Account 924 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BABA — Charles Schwab Brokerage Account 924 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BC — Charles Schwab Brokerage Account 924 ⇒ Brunswick Corporation Common Stock (BC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BF.B — Charles Schwab Brokerage Account 924 ⇒ Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BHP — Charles Schwab Brokerage Account 924 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BKH — Charles Schwab Brokerage Account 924 ⇒ Black Hills Corporation Common Stock (BKH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BRKL — Charles Schwab Brokerage Account 924 ⇒ Brookline Bancorp, Inc. - Common Stock (BRKL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BURL — Charles Schwab Brokerage Account 924 ⇒ Burlington Stores, Inc. Common Stock (BURL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CBU — Charles Schwab Brokerage Account 924 ⇒ Community Financial System, Inc. Common Stock (CBU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CNM — Charles Schwab Brokerage Account 924 ⇒ Core & Main, Inc. Class A Common Stock (CNM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CPB — Charles Schwab Brokerage Account 924 ⇒ Campbell Soup Company Common Stock (CPB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CPRI — Charles Schwab Brokerage Account 924 ⇒ Capri Holdings Limited Ordinary Shares (CPRI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| AMD — Charles Schwab Brokerage Account 924 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TSLA — Charles Schwab Brokerage Account 924 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| AMZN — Charles Schwab Brokerage Account 924 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| AAPL — Charles Schwab Brokerage Account 924 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| JNJ — Charles Schwab Brokerage Account 924 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| AIG — Charles Schwab Brokerage Account 924 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BAC — Charles Schwab Brokerage Account 924 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CYTK — Charles Schwab Brokerage Account 924 ⇒ Cytokinetics, Incorporated - Common Stock (CYTK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 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 | Jun 17, 2025 | Sep 14, 2026 |
| ABBV — Charles Schwab Brokerage Account 924 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CVX — Charles Schwab Brokerage Account 924 ⇒ Chevron Corporation Common Stock (CVX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| JPM — Charles Schwab Brokerage Account 924 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CRM — Charles Schwab Brokerage Account 924 ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| GSK — Charles Schwab Brokerage Account 924 ⇒ GSK plc American Depositary Shares (GSK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| MNST — Charles Schwab Brokerage Account 924 ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BTI — Charles Schwab Brokerage Account 924 ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| AVGO — Charles Schwab Brokerage Account 924 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| NCLH — Charles Schwab Brokerage Account 924 ⇒ Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SRE — Charles Schwab Brokerage Account 924 ⇒ DBA Sempra Common Stock (SRE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| UPS — Charles Schwab Brokerage Account 924 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| GMED — Charles Schwab Brokerage Account 924 ⇒ Globus Medical, Inc. Class A Common Stock (GMED) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CIEN — Charles Schwab Brokerage Account 924 ⇒ Ciena Corporation (CIEN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ROST — Charles Schwab Brokerage Account 924 ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BILL — Charles Schwab Brokerage Account 924 ⇒ BILL Holdings, Inc. Common Stock (BILL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BNY — Charles Schwab Brokerage Account 924 ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SBUX — Charles Schwab Brokerage Account 924 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ESNT — Charles Schwab Brokerage Account 924 ⇒ Essent Group Ltd. Common Shares (ESNT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DAL — Charles Schwab Brokerage Account 924 ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| NTRS — Charles Schwab Brokerage Account 924 ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TXN — Charles Schwab Brokerage Account 924 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EVTC — Charles Schwab Brokerage Account 924 ⇒ Evertec, Inc. Common Stock (EVTC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DUK — Charles Schwab Brokerage Account 924 ⇒ Duke Energy Corporation (DUK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EQH — Charles Schwab Brokerage Account 924 ⇒ Equitable Holdings, Inc. Common Stock (EQH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EXC — Charles Schwab Brokerage Account 924 ⇒ Exelon Corporation (EXC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SNY — Charles Schwab Brokerage Account 924 ⇒ Sanofi - American Depositary Shares (SNY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| P — Charles Schwab Brokerage Account 924 ⇒ Pure Storage, Inc. Class A Common Stock (PSTG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 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 | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TSM — Charles Schwab Brokerage Account 924 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 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.