Trade Volume by Year
Top Traded Sectors
- Technology48%
- Healthcare24%
- Financials10%
- Communication10%
- Industrials10%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jul 6, 2026filed Jul 19, 2026 | NOKNOKIA CORP · Options |
Sale | $1K – $15K | Spouse · Call option ↗ | … |
| Jul 6, 2026filed Jul 19, 2026 | NOKNOKIA CORP · Options |
Sale | $1K – $15K | Spouse · Put Option ↗ | … |
| Jun 16, 2026filed Jul 19, 2026 | GEGENERAL ELECTRIC CO · Options |
Sale | $1K – $15K | Spouse · Put Option ↗ | … |
| Jun 2, 2026filed Jul 19, 2026 | BACBANK OF AMERICA CORP /DE/ · Stock |
Sale | $1K – $15K | Spouse · partial; Call option contracts. ↗ | … |
| Jun 2, 2026filed Jul 19, 2026 | NOKNOKIA CORP · Stock |
Sale | $1K – $15K | Spouse · partial ↗ | … |
| May 11, 2026filed Jul 19, 2026 | NOKNOKIA CORP · Stock |
Sale | $15K – $50K | Spouse · partial ↗ | … |
| Nov 29, 2024filed Aug 11, 2025 | WBDWarner Bros. Discovery, Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Dec 29, 2023filed Aug 11, 2025 | BABAAlibaba Group Holding Ltd · Stock |
Sale | $100K – $250K | ↗ | … |
| Jul 13, 2025filed Aug 9, 2025 | HURATuHURA Biosciences, Inc./NV · Stock |
Purchase | $50K – $100K | Spouse · ↗ | … |
| May 8, 2025filed Jun 22, 2025 | NVONOVO NORDISK A S · Stock |
Sale | $1K – $15K | Spouse · partial; Five put contracts in Novo Nordisk (NVO) expiring June 20, 2025 at the $65 strike for $4 per share. ↗ | … |
| Nov 29, 2024filed Jan 7, 2025 | WBDWarner Bros. Discovery, Inc. · Stock |
Sale | $1K – $15K | Spouse · partial ↗ | … |
| Nov 25, 2024filed Jan 7, 2025 | HURATuHURA Biosciences, Inc./NV · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Nov 8, 2024filed Nov 21, 2024 | GEVGE Vernova Inc. · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Oct 21, 2024filed Nov 21, 2024 | PFEPFIZER INC · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Oct 7, 2024filed Nov 21, 2024 | AAPLApple Inc. · Stock |
Purchase | $15K – $50K | Spouse · $215 Puts exp. 1/17/25 ↗ | … |
| Sep 10, 2024filed Sep 14, 2024 | JPMJPMORGAN CHASE & CO · Stock |
Purchase | $50K – $100K | Spouse · ↗ | … |
| Jul 31, 2024filed Sep 14, 2024 | AAPLApple Inc. · Options |
Purchase | $15K – $50K | Spouse · Purchase to close 01/17/24 Calls ↗ | … |
| Jul 5, 2024filed Aug 5, 2024 | AAPLApple Inc. · Stock |
Purchase | $15K – $50K | Spouse · Purchase of 25 Jan 2025 $215 Put contracts ↗ | … |
| Jul 5, 2024filed Aug 5, 2024 | AAPLApple Inc. · Stock |
Sale | $15K – $50K | Spouse · Sale of 25 Jan 2025 $230 Call contracts ↗ | … |
| May 6, 2024filed May 25, 2024 | HURATuHURA Biosciences, Inc./NV · Cash |
Purchase | $100K – $250K | Spouse · Convertible Promissory Note Loan ↗ | … |
| Dec 29, 2023filed Jan 4, 2024 | BABAAlibaba Group Holding Ltd · Stock |
Sale | $100K – $250K | Spouse · partial ↗ | … |
| May 24, 2023filed Jun 1, 2023 | FDFundGolden Touch Fund I, LLC | Purchase | $500K – $1.0M | Spouse · ↗ | — |
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Laurel M. Lee reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Stocks34 lines$4.9M
- Ownership interest (trade or business)1 line$3.0M
- Bank accounts, money market accounts & CDs9 lines$799K
- Exchange-traded funds5 lines$775K
- Hedge & private equity funds (EIF)1 line$750K
- Mutual funds6 lines$600K
- Real property1 line$375K
- Stock (not publicly traded)1 line$175K
- 529 portfolio1 line$8K
- All other kinds1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| AAPL Apple Inc. (AAPL) | Stocks | Spouse | $1,000,001 - $5,000,000 |
| TAL Holdings, 100% Interest | Ownership interest (trade or business) | Spouse | $1,000,001 - $5,000,000 |
| Golden Touch Fund I, LLC | Hedge & private equity funds (EIF) | Spouse | $500,001 - $1,000,000 |
| BAC Bank of America Corporation (BAC) | Stocks | Spouse | $250,001 - $500,000 |
| Lithia Center | Real property | Spouse | $250,001 - $500,000 |
| META Meta Platforms, Inc. - Class A (META) | Stocks | Spouse | $250,001 - $500,000 |
| BACRP Bank of America Corp 7% Cumulative Redeemable Preferred Stock (BACRP) | Stocks | Spouse | $100,001 - $250,000 |
| BTZ BlackRock Credit Allocation Income Trust (BTZ) | Mutual funds | Spouse | $100,001 - $250,000 |
| CGMS Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF (CGMS) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| Cash | Bank accounts, money market accounts & CDs | Spouse | $100,001 - $250,000 |
| GE General Electric Company (GE) | Stocks | Spouse | $100,001 - $250,000 |
| BKLN Invesco Senior Loan ETF (BKLN) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| USHY iShares Broad USD High Yield Corporate Bond ETF (USHY) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| PFF iShares Preferred and Income Securities ETF (PFF) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| SWVXX Schwab Value Advantage Money Fund (SWVXX) | Mutual funds | Spouse | $100,001 - $250,000 |
| SNAXX Schwab Value Advantage Money Fund Ultra Shares (SNAXX) | Mutual funds | Spouse | $100,001 - $250,000 |
| Tampa Bay Banking Company | Stock (not publicly traded) | Spouse | $100,001 - $250,000 |
| Truist Checking | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| USAA Checking Account | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| T AT&T Inc. (T) | Stocks | Spouse | $50,001 - $100,000 |
| BAC Bank of America Corporation (BAC) | Stocks | Spouse | $50,001 - $100,000 |
| Bank of Tampa Checking | Bank accounts, money market accounts & CDs | Spouse | $50,001 - $100,000 |
| RYLD Global X Russell 2000 Covered Call ETF (RYLD) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| JPM JP Morgan Chase & Co. (JPM) | Stocks | — | $50,001 - $100,000 |
| JPM JP Morgan Chase & Co. Common Stock (JPM) | Stocks | Spouse | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 13, 2026 · 62 assets, 0 liabilities parsedFiling ↗
- Amendment · 2024House Clerk · filed Aug 21, 2025Filing ↗
- Annual · 2024House Clerk · filed Aug 12, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 12, 2024Filing ↗
- New Filer · 2023House Clerk · filed Aug 11, 2023Filing ↗
- Other · 2021House Clerk · filed Jul 18, 2022Filing ↗











