Trade Volume by Year
Top Traded Sectors
- Financials100%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Feb 26, 2025filed Jun 1, 2026 | REXRRexford Industrial Realty, Inc. · Stock |
Sale | $15K – $50K | ↗ | … |
| Mar 8, 2023filed Jun 10, 2024 | TTreasuryU.S. Treasury I Bond | Purchase | $1K – $15K | ↗ | — |
| Oct 8, 2019filed Oct 9, 2019 | —No tickerFundrise [oT] · Stock | Purchase | $1K – $15K | ↗ | — |
| Sep 26, 2019filed Sep 30, 2019 | —No tickerFundrise [oT] · Stock | Purchase | $1K – $15K | ↗ | — |
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 Daniel Webster 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.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Bank accounts, money market accounts & CDs7 lines$506K
- Real property1 line$375K
- Mutual funds1 line$175K
- Stock (not publicly traded)1 line$175K
- IRA (held in cash)1 line$33K
- Real estate investment trust (REIT)3 lines$16K
- Fixed annuity1 line$8K
- Government securities & agency debt1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Old Winter Garden Road Property | Real property | — | $250,001 - $500,000 |
| Bank of America Accounts | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| Comenity Bank Savings Bank Account | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| VWENX Vanguard Wellington Fund Admiral Shares (VWENX) | Mutual funds | — | $100,001 - $250,000 |
| Webster Air Conditioning and Heating Inc. Stock | Stock (not publicly traded) | — | $100,001 - $250,000 |
| Citizens Access Bank | Bank accounts, money market accounts & CDs | — | $50,001 - $100,000 |
| Chase Bank Accounts | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| Rollover IRA | IRA (held in cash) | — | $15,001 - $50,000 |
| Truist Bank Account | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| American General Life Fixed Annuity (IRA, SEP) | Fixed annuity | — | $1,001 - $15,000 |
| Central Florida Credit Union Accounts | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Fundrise Flagship Real Estate Fund | Real estate investment trust (REIT) | — | $1,001 - $15,000 |
| Fundrise Income Real Estate Fund | Real estate investment trust (REIT) | — | $1,001 - $15,000 |
| Merrill Lynch Money Market / Sweep | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| US Treasury I Bonds | Government securities & agency debt | — | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Jun 1, 2026 · 17 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Apr 22, 2025Filing ↗
- Annual · 2023House Clerk · filed Jun 12, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 3, 2023Filing ↗
- Annual · 2021House Clerk · filed May 31, 2022Filing ↗
- Annual · 2020House Clerk · filed Jul 6, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 11, 2020Filing ↗
- Annual · 2018House Clerk · filed May 15, 2019Filing ↗
- Annual · 2017House Clerk · filed May 14, 2018Filing ↗
- Annual · 2016House Clerk · filed May 12, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗

