
Representative · FL-18 · R
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2021
Official websiteBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
100 reported transactions in 12 electronically filed reports; latest filed Sep 17, 2026.
Periodic Transaction Report · filed Mar 18, 2025 · House Clerk
View original filingAmazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Disclosed 20 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $208.74 | −2.62% | −$209 loss | |
| Day of disclosureMar 18, 2025 | $192.82 | −10.0% | −$804 loss | |
| 30 days afterMar 28, 2025 | $192.72 | −10.1% | −$807 loss | |
| 90 days afterMay 27, 2025 | $206.02 | −3.89% | −$311 loss | |
| Latest closeOct 20, 2026 | $262.63 | +22.5% | +$1,802 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Disclosed 20 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $208.74 | −2.62% | −$209 loss | |
| Day of disclosureMar 18, 2025 | $192.82 | −10.0% | −$804 loss | |
| 30 days afterMar 28, 2025 | $192.72 | −10.1% | −$807 loss | |
| 90 days afterMay 27, 2025 | $206.02 | −3.89% | −$311 loss | |
| Latest closeOct 20, 2026 | $262.63 | +22.5% | +$1,802 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Fidelity Traditional IRA
Disclosed 20 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $208.74 | −2.62% | −$1,963 loss | |
| Day of disclosureMar 18, 2025 | $192.82 | −10.0% | −$7,533 loss | |
| 30 days afterMar 28, 2025 | $192.72 | −10.1% | −$7,568 loss | |
| 90 days afterMay 27, 2025 | $206.02 | −3.89% | −$2,915 loss | |
| Latest closeOct 20, 2026 | $262.63 | +22.5% | +$16,893 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Disclosed 49 days after the trade. COST closed at $958.67 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $964.02 | +0.56% | $45 gain missed | |
| Day of disclosureMar 18, 2025 | $898.05 | −6.32% | $506 loss avoided | |
| 30 days afterFeb 27, 2025 | $1,021.71 | +6.58% | $526 gain missed | |
| 90 days afterApr 28, 2025 | $978.54 | +2.07% | $166 gain missed | |
| Latest closeOct 20, 2026 | $994.61 | +3.75% | $300 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Disclosed 49 days after the trade. COST closed at $958.67 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $964.02 | +0.56% | $45 gain missed | |
| Day of disclosureMar 18, 2025 | $898.05 | −6.32% | $506 loss avoided | |
| 30 days afterFeb 27, 2025 | $1,021.71 | +6.58% | $526 gain missed | |
| 90 days afterApr 28, 2025 | $978.54 | +2.07% | $166 gain missed | |
| Latest closeOct 20, 2026 | $994.61 | +3.75% | $300 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Fidelity Traditional IRA
Disclosed 49 days after the trade. COST closed at $958.67 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $964.02 | +0.56% | $419 gain missed | |
| Day of disclosureMar 18, 2025 | $898.05 | −6.32% | $4,743 loss avoided | |
| 30 days afterFeb 27, 2025 | $1,021.71 | +6.58% | $4,932 gain missed | |
| 90 days afterApr 28, 2025 | $978.54 | +2.07% | $1,555 gain missed | |
| Latest closeOct 20, 2026 | $994.61 | +3.75% | $2,812 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Fidelity Advisor Total Bond CL Z
Government Securities and Agency Debt [GS]
Held in: Fidelity Traditional IRA
No ticker reported
Fidelity Advisor Total Bond CL Z
Government Securities and Agency Debt [GS]
Held in: Fidelity Roth IRA
No ticker reported
Fidelity Advisor Total Bond CL Z
Government Securities and Agency Debt [GS]
Held in: Fidelity Roth IRA
No ticker reported
Lockheed Martin Corporation Common StockLMT
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Disclosed 28 days after the trade. LMT closed at $428.54 on Feb 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 19, 2025 | $432.95 | +1.03% | +$82 gain | |
| Day of disclosureMar 18, 2025 | $469.28 | +9.51% | +$761 gain | |
| 30 days afterMar 20, 2025 | $466.74 | +8.91% | +$713 gain | |
| 90 days afterMay 19, 2025 | $473.06 | +10.4% | +$831 gain | |
| Latest closeOct 20, 2026 | $548.71 | +28.0% | +$2,244 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lockheed Martin Corporation Common StockLMT
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Disclosed 28 days after the trade. LMT closed at $428.54 on Feb 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 19, 2025 | $432.95 | +1.03% | +$82 gain | |
| Day of disclosureMar 18, 2025 | $469.28 | +9.51% | +$761 gain | |
| 30 days afterMar 20, 2025 | $466.74 | +8.91% | +$713 gain | |
| 90 days afterMay 19, 2025 | $473.06 | +10.4% | +$831 gain | |
| Latest closeOct 20, 2026 | $548.71 | +28.0% | +$2,244 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lockheed Martin Corporation Common StockLMT
Stocks (including ADRs) [ST]
Held in: Fidelity Traditional IRA
Disclosed 28 days after the trade. LMT closed at $428.54 on Feb 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeFeb 19, 2025 | $432.95 | +1.03% | +$334 gain | |
| Day of disclosureMar 18, 2025 | $469.28 | +9.51% | +$3,090 gain | |
| 30 days afterMar 20, 2025 | $466.74 | +8.91% | +$2,897 gain | |
| 90 days afterMay 19, 2025 | $473.06 | +10.4% | +$3,376 gain | |
| Latest closeOct 20, 2026 | $548.71 | +28.0% | +$9,114 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2025Filed 20 days later | Member | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Fidelity Roth IRA | Purchase | $1,001 - $15,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 20 days later | Spouse | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Fidelity Roth IRA | Purchase | $1,001 - $15,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 20 days later | Member | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST] | |||||||||||||||||||||||||||||
Disclosed 20 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Feb 23, 2025 · House Clerk
View original filingThe Baldwin Insurance Group, Inc. - Class A Common StockBWIN
Stocks (including ADRs) [ST]
Held in: Fidelity Joint TBE
Disclosed 17 days after the trade. BWIN closed at $41.11 on Feb 6, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeFeb 7, 2025 | $42.26 | +2.80% | $909 gain missed | |
| Day of disclosureFeb 24, 2025 | $39.30 | −4.40% | $1,431 loss avoided | |
| 30 days afterMar 10, 2025 | $38.26 | −6.93% | $2,253 loss avoided | |
| 90 days afterMay 7, 2025 | $39.19 | −4.67% | $1,518 loss avoided | |
| Latest closeOct 20, 2026 | $31.89 | −22.4% | $7,289 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
The Baldwin Insurance Group, Inc. - Class A Common StockBWIN
Stocks (including ADRs) [ST]
Held in: Fidelity Joint TBE
| Purchase |
| $50,001 - $100,000 |
| Notified Mar 18, 2025New |
| Jan 28, 2025Filed 49 days later · past 45 days | Member | Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Fidelity Roth IRA | Sale | $1,001 - $15,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 49 days after the trade. COST closed at $958.67 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jan 28, 2025Filed 49 days later · past 45 days | Spouse | Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Fidelity Roth IRA | Sale | $1,001 - $15,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 49 days after the trade. COST closed at $958.67 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jan 28, 2025Filed 49 days later · past 45 days | Member | Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA | Sale | $50,001 - $100,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 49 days after the trade. COST closed at $958.67 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Feb 19, 2025Filed 27 days later | Member | Fidelity Advisor Total Bond CL ZGovernment Securities and Agency Debt [GS]Held in: Fidelity Traditional IRA | Purchase | $1,001 - $15,000 | Notified Mar 18, 2025New | No ticker reported |
| Feb 19, 2025Filed 27 days later | Spouse | Fidelity Advisor Total Bond CL ZGovernment Securities and Agency Debt [GS]Held in: Fidelity Roth IRA | Purchase | $800.00exact amount as reported | Notified Mar 18, 2025New | No ticker reported |
| Feb 19, 2025Filed 27 days later | Member | Fidelity Advisor Total Bond CL ZGovernment Securities and Agency Debt [GS]Held in: Fidelity Roth IRA | Purchase | $1,001 - $15,000 | Notified Mar 18, 2025New | No ticker reported |
| Feb 18, 2025Filed 28 days later | Member | Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Fidelity Roth IRA | Purchase | $1,001 - $15,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. LMT closed at $428.54 on Feb 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Feb 18, 2025Filed 28 days later | Spouse | Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Fidelity Roth IRA | Purchase | $1,001 - $15,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. LMT closed at $428.54 on Feb 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Feb 18, 2025Filed 28 days later | Member | Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA | Purchase | $15,001 - $50,000 | Notified Mar 18, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. LMT closed at $428.54 on Feb 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 16 days after the trade. BWIN closed at $42.26 on Feb 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $3,000,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 10, 2025 | $41.65 | −1.44% | $43,303 loss avoided | |
| Day of disclosureFeb 24, 2025 | $39.30 | −7.00% | $210,128 loss avoided | |
| 30 days afterMar 10, 2025 | $38.26 | −9.47% | $283,957 loss avoided | |
| 90 days afterMay 8, 2025 | $39.39 | −6.79% | $203,739 loss avoided | |
| Latest closeOct 20, 2026 | $31.89 | −24.5% | $736,157 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 6, 2025Filed 17 days later | Joint | The Baldwin Insurance Group, Inc. - Class A Common StockBWINStocks (including ADRs) [ST]Held in: Fidelity Joint TBE | Partial sale | $15,001 - $50,000 | Notified Feb 7, 2025New | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. BWIN closed at $41.11 on Feb 6, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Feb 7, 2025Filed 16 days later | Joint | The Baldwin Insurance Group, Inc. - Class A Common StockBWINStocks (including ADRs) [ST]Held in: Fidelity Joint TBE | Partial sale | $1,000,001 - $5,000,000 | Notified Feb 10, 2025New | ||||||||||||||||||||||||||
Disclosed 16 days after the trade. BWIN closed at $42.26 on Feb 7, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||