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 | $199.39Sep 18, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1069.78Sep 18, 2026 | Unavailable |
| CIEN | Spouse | None | Unavailable | Unavailable | $348.80Sep 18, 2026 | Unavailable |
| ETN | Spouse | None | Unavailable | Unavailable | $424.77Sep 18, 2026 | Unavailable |
| FLEX | Spouse | None | Unavailable | Unavailable | $108.51Sep 18, 2026 | Unavailable |
| HSBC | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| H | Spouse | None | Unavailable | Unavailable | $155.04Sep 18, 2026 | Unavailable |
| IBKR | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SNDR | Spouse | None | Unavailable | Unavailable | $32.61Sep 18, 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 |
|---|---|---|---|---|
| BRK.B — Charles Schwab Brokerage Account 924 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| ARMK — Charles Schwab Brokerage Account 924 ⇒ Aramark Common Stock (ARMK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| LPX — Charles Schwab Brokerage Account 924 ⇒ Louisiana-Pacific Corporation Common Stock (LPX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| HTH — Charles Schwab Brokerage Account 924 ⇒ Hilltop Holdings Inc. (HTH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| MIDD — Charles Schwab Brokerage Account 924 ⇒ The Middleby Corporation - Common Stock (MIDD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| EVTC — Charles Schwab Brokerage Account 924 ⇒ Evertec, Inc. Common Stock (EVTC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| BUD — Charles Schwab Brokerage Account 924 ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| NTES — Charles Schwab Brokerage Account 924 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| LI — Charles Schwab Brokerage Account 924 ⇒ Li Auto Inc. - American Depositary Shares (LI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| RGEN — Charles Schwab Brokerage Account 924 ⇒ Repligen Corporation - Common Stock (RGEN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| ESNT — Charles Schwab Brokerage Account 924 ⇒ Essent Group Ltd. Common Shares (ESNT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| TRN — Charles Schwab Brokerage Account 924 ⇒ Trinity Industries, Inc. Common Stock (TRN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| TNL — Charles Schwab Brokerage Account 924 ⇒ Travel Leisure Co. Common Stock (TNL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| AVNT — Charles Schwab Brokerage Account 924 ⇒ Avient Corporation Common Stock (AVNT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| VRE — Charles Schwab Brokerage Account 924 ⇒ Veris Residential, Inc. Common Stock (VRE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| PATK — Charles Schwab Brokerage Account 924 ⇒ Patrick Industries, Inc. - Common Stock (PATK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| SAIC — Charles Schwab Brokerage Account 924 ⇒ Science Applications International Corporation - Common Stock (SAIC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| NBIX — Charles Schwab Brokerage Account 924 ⇒ Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| HDB — Charles Schwab Brokerage Account 924 ⇒ HDFC Bank Limited Common Stock (HDB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| FIZZ — Charles Schwab Brokerage Account 924 ⇒ National Beverage Corp. - Common Stock (FIZZ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| SIGI — Charles Schwab Brokerage Account 924 ⇒ Selective Insurance Group, Inc. - Common Stock (SIGI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| GME — Charles Schwab Brokerage Account 924 ⇒ GameStop Corporation Common Stock (GME) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| MTZ — Charles Schwab Brokerage Account 924 ⇒ MasTec, Inc. Common Stock (MTZ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| CNO — Charles Schwab Brokerage Account 924 ⇒ CNO Financial Group, Inc. Common Stock (CNO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| FFIN — Charles Schwab Brokerage Account 924 ⇒ First Financial Bankshares, Inc. - Common Stock (FFIN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| CBU — Charles Schwab Brokerage Account 924 ⇒ Community Financial System, Inc. Common Stock (CBU) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| AWI — Charles Schwab Brokerage Account 924 ⇒ Armstrong World Industries Inc Common Stock (AWI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| IRT — Charles Schwab Brokerage Account 924 ⇒ Independence Realty Trust, Inc. Common Stock (IRT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| NOK — Charles Schwab Brokerage Account 924 ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| BHP — Charles Schwab Brokerage Account 924 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| KRG — Charles Schwab Brokerage Account 924 ⇒ Kite Realty Group Trust Common Stock (KRG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| RLI — Charles Schwab Brokerage Account 924 ⇒ RLI Corp. Common Stock (RLI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| GATX — Charles Schwab Brokerage Account 924 ⇒ GATX Corporation Common Stock (GATX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| GNW — Charles Schwab Brokerage Account 924 ⇒ Genworth Financial Inc Common Stock (GNW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| CPB — Charles Schwab Brokerage Account 924 ⇒ The Campbell's Company - Common Stock (CPB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| AVTR — Charles Schwab Brokerage Account 924 ⇒ Avantor, Inc. Common Stock (AVTR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| EQNR — Charles Schwab Brokerage Account 924 ⇒ Equinor ASA (EQNR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| NVDA — Charles Schwab Brokerage Account 924 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| DG — Charles Schwab Brokerage Account 924 ⇒ Dollar General Corporation Common Stock (DG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 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)$50,001 - $100,000 Original ↗ · Row 664 · Annual | Jun 11, 2025 | Sep 14, 2026 |
| FBRT — Charles Schwab Brokerage Account 924 ⇒ Franklin BSP Realty Trust, Inc. Common Stock (FBRT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| FCPT — Charles Schwab Brokerage Account 924 ⇒ Four Corners Property Trust, Inc. Common Stock (FCPT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| FLO — Charles Schwab Brokerage Account 924 ⇒ Flowers Foods, Inc. Common Stock (FLO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| FNB — Charles Schwab Brokerage Account 924 ⇒ F.N.B. Corporation Common Stock (FNB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| GTY — Charles Schwab Brokerage Account 924 ⇒ Getty Realty Corporation Common Stock (GTY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| HMN — Charles Schwab Brokerage Account 924 ⇒ Horace Mann Educators Corporation Common Stock (HMN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| MCO — Charles Schwab Brokerage Account 924 ⇒ Moody's Corporation Common Stock (MCO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| MSFT — Charles Schwab Brokerage Account 924 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1109 · Annual | Jun 11, 2025 | Sep 14, 2026 |
| NJR — Charles Schwab Brokerage Account 924 ⇒ NewJersey Resources Corporation Common Stock (NJR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| PH — Charles Schwab Brokerage Account 924 ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 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.