U.S. Representative
Jonathan L. Jackson
DHouseIllinois · District 01
U.S. Representative (D) for Illinois, 60 years old.
Tenure
Representative since 2023
Born
Chicago, Cook County, Ill., 1966
Prior career
- professor
Education
- B.S. North Carolina Agricultural and Technical University (1988)
- M.B.A. Northwestern University (1991)
Full biography
JACKSON, Jonathan, (brother of [Jesse L. Jackson, Jr.](https://bioguide.congress.gov/search/bio/J000283) ), a Representative from Illinois; born in Chicago, Cook County, Ill., January 7, 1966; graduated from Whitney M. Young Magnet High School, Chicago, Ill., 1984; B.S. North Carolina Agricultural and Technical University, Greensboro, NC, 1988; M.B.A., Northwestern University, Evanston, Ill., 1991; financial analyst; business owner; nonprofit spokesperson; professor, City Colleges of Chicago, Kennedy-King College, 2011-2013; professor, Chicago State University, 2013-2015; elected as a Democrat to the One Hundred Eighteenth and to the succeeding Congress (January 3, 2023-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
Return YTD
Up 18.7%
Net Profit YTD
+$89.5K
▲ Beating S&P 500 by 16.6 pts
29 priced trades counted
Profitable trades
38%
House rank
#20/85
37
Total trades
$905K
Volume YTD
175d
Avg hold
13
Conflicts
Public financial disclosure
Self-reported on House Form A — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 21 sector overlaps$1.3M – $4.9M
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $310K–$615K
- Form
- Amendment Report 2022
- Filed
- August 2024
Holdings in agency’s regulated sectors
Disclosed positions whose sector overlaps with this agency’s jurisdiction. Structural — not an accusation of wrongdoing. Cabinet officials typically divest these at confirmation.
- MORGAN STANLEY BANK N.A. #$250,001 - $500,000Financial ServicesRepresentative on 6 committees including Committee on Agriculture holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- MSFTMicrosoft Corporation$100,001 - $250,000TechnologyRepresentative on 6 committees including Committee on Agriculture holds Technology-sector security; this committee has substantive jurisdiction over this sector.
- HSYThe Hershey Company$50,001 - $100,000Consumer DefensiveRepresentative on 6 committees including Committee on Agriculture holds Consumer Defensive-sector security; this committee has substantive jurisdiction over this sector.
- Chase Bank - DC #1$15,001 - $50,000Financial ServicesRepresentative on 6 committees including Committee on Agriculture holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- Distributions Not Applicable $50,001 - $100,000 Chase Bank$15,001 - $50,000Financial ServicesRepresentative on 6 committees including Committee on Agriculture holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- HEIHeico Corporation$15,001 - $50,000DefenseRepresentative on 6 committees including Committee on Agriculture holds Defense-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.S. Cornell Property$500,001 - $1,000,000
- 2.MORGAN STANLEY BANK N.A. #⚑Financial Services$250,001 - $500,000
- 3.S. King Drive Property$250,001 - $500,000
- 4.MSFTMicrosoft Corporation⚑Technology$100,001 - $250,000
- 5.Applicable $15,001 - $50,000 S. Crandon Ave. Property$100,001 - $1,000,000
- 6.NEENextEra Energy, Inc.$100,001 - $250,000
- 7.VTHRXApplicable $15,001 - $50,000 Vanguard - United Way of Metropolitan Chicago DC Plan ⇒ Vanguard Target Retirement 2030 Fund$100,001 - $250,000
- 8.Current Year to Filing Income Preceding Year 3 I Roadwork, Inc.$50,001 - $100,000
- 9.HSYThe Hershey Company⚑Consumer Defensive$50,001 - $100,000
- 10.UNHUnitedHealth Group Incorporated Common Stock$15,001 - $50,000
- 11.GPKGraphic Packaging Holding Company⚑Basic Materials$15,001 - $50,000
- 12.HEIHeico Corporation⚑Defense$15,001 - $50,000
- 13.NVDANVIDIA Corporation⚑Technology$15,001 - $50,000
- 14.MRKMerck & Company, Inc. Common Stock$15,001 - $50,000
- 15.AAPLApple Inc.⚑Technology$15,001 - $50,000
- 16.Chase Bank - DC #1⚑Financial Services$15,001 - $50,000
- 17.HIGApplicable Current Year to Filing Income Preceding Year Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc.⚑Financial Services$15,001 - $50,000
- 18.DTEDTE Energy Company$15,001 - $50,000
- 19.WCNWaste Connections, Inc. Common Shares⚑Industrials$15,001 - $50,000
- 20.GLENDALE HEIGHTS ILL$15,001 - $50,000
- 21.Distributions Not Applicable $50,001 - $100,000 Chase Bank⚑Financial Services$15,001 - $50,000
- 22.ADIAnalog Devices, Inc.⚑Technology$15,001 - $50,000
- 23.MCKMcKesson Corporation$15,001 - $50,000
- 24.Chase Bank - DC #2⚑Financial Services$15,001 - $50,000
- 25.ADCAgree Realty Corporation$15,001 - $50,000
Track record by window
Year to date
+$89.5K
+18.7%
Gross flow$905K
Trades30
Bought / Sold14·16
Open book47%
Public-record gap+19.1%
1 year
+$16.1K
+2.0%
Gross flow$1.4M
Trades53
Bought / Sold27·26
Open book51%
Public-record gap+1.5%
5 years
+$269.2K
+16.9%
Gross flow$4.6M
Trades169
Bought / Sold95·74
Open book56%
Public-record gap+6.6%
Best call · 1Y
↑bought
Viasat (VSAT)+$39.1K(+52.2%)
Bought at $44.23 on Jan 22, 2026 · now $67.30
Worst call · 1Y
↑bought
Shopify (SHOP)−$23.3K(-31.1%)
Shopify (SHOP)−$23.3K(-31.1%)Bought at $158.41 on Dec 8, 2025 · now $109.22
Voting Shares (SHOP)
Disclosed trades · 37 of 166
All filings →●Filed Mar 12, 2026·traded Feb 5, 2026
↓sold
Palo Alto Networks, Inc. (PANW)(PANW)$50K-$100K
35 days to discloseJoint
Flat·+0.0%
+36.5% vs S&P 500●Filed Mar 12, 2026·traded Feb 5, 2026
↑bought
Citigroup, Inc. Common Stock (C)(C)$50K-$100K
35 days to discloseJoint
⚑ Banking · Commodity Markets, Digital Assets, and Rural DevelopmentGood buy·+$10.4K+13.8%
+16.5% vs S&P 500●Filed Feb 23, 2026·traded Jan 30, 2026
↑boughtCitigroup, Inc. Common Stock (C)(C)$15K-$50K
24 days to discloseJoint
⚑ Banking · Commodity Markets, Digital Assets, and Rural DevelopmentGood buy·+$4.5K+13.9%
+16.8% vs S&P 500●Filed Feb 23, 2026·traded Jan 22, 2026
↑bought
V
ViaSat, Inc. - Common Stock (VSAT)(VSAT)$50K-$100K32 days to discloseJoint
Good buy·+$39.1K+52.2%
+43.2% vs S&P 500●Filed Feb 23, 2026·traded Jan 13, 2026
↑bought
Walmart Inc. - Common Stock (WMT)(WMT)$50K-$100K
41 days to discloseJoint
⚑ Consumer Defensive · Committee on AgricultureGood buy·+$8.1K+10.8%
+7.7% vs S&P 500●Filed Jan 8, 2026·traded Dec 8, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$50K-$100K
31 days to discloseJoint
Flat·+0.0%
−0.6% vs S&P 500●Filed Jul 14, 2025·traded Jun 3, 2025
↓sold
Eli Lilly and Company Common Stock (LLY)(LLY)$15K-$50K
41 days to discloseJoint
Flat·+0.0%
+11.6% vs S&P 500●Filed Jun 13, 2025·traded May 7, 2025
↓sold
L
Linde plc - Ordinary Shares (LIN)(LIN)$50K-$100K37 days to discloseJoint
⚑ Industrials · Western HemisphereFlat·+0.0%
+23.5% vs S&P 500●Filed May 13, 2025·traded Apr 21, 2025
↑boughtEli Lilly and Company Common Stock (LLY)(LLY)$15K-$50K
22 days to discloseJoint
Good buy·+$10K+30.8%
+18.7% vs S&P 500●Filed May 13, 2025·traded Apr 16, 2025
↑boughtNetflix, Inc. - Common Stock (NFLX)(NFLX)$50K-$100K
27 days to discloseJoint
Bad buy·−$10K-13.3%
−42.3% vs S&P 500●Filed May 13, 2025·traded Apr 10, 2025
↓sold
A
Aramark Common Stock (ARMK)(ARMK)$15K-$50K33 days to discloseJoint
Flat·+0.0%
+43.1% vs S&P 500●Filed Apr 8, 2025·traded Mar 11, 2025
↓sold
Salesforce, Inc. Common Stock (CRM)(CRM)$15K-$50K
28 days to discloseJoint
Flat·+0.0%
+77.7% vs S&P 500●Filed Nov 29, 2024·traded Oct 28, 2024
↑boughtSalesforce, Inc. Common Stock (CRM)(CRM)$15K-$50K
32 days to discloseJoint
Bad buy·−$10.6K-32.5%
−93.3% vs S&P 500●Filed Oct 11, 2024·traded Sep 19, 2024
↓sold
A
The AES Corporation Common Stock (AES)(AES)$15K-$50K22 days to discloseJoint
Flat·+0.0%
+25.0% vs S&P 500●Filed Oct 11, 2024·traded Sep 19, 2024
↑bought
A
Aramark Common Stock (ARMK)(ARMK)$15K-$50K22 days to discloseJoint
Good buy·+$6.2K+19.0%
−6.0% vs S&P 500●Filed Aug 12, 2024·traded Jul 9, 2024
↓soldSalesforce, Inc. Common Stock (CRM)(CRM)$15K-$50K
34 days to discloseJoint
Flat·+0.0%
+58.1% vs S&P 500●Filed Aug 12, 2024·traded Jul 9, 2024
↑bought
A
The AES Corporation Common Stock (AES)(AES)$15K-$50K34 days to discloseJoint
Bad buy·−$5.9K-18.0%
−46.4% vs S&P 500●Filed Aug 12, 2024·traded Jul 5, 2024
↓sold
ConocoPhillips Common Stock (COP)(COP)$15K-$50K
38 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+28.7% vs S&P 500●Filed May 7, 2024·traded Apr 24, 2024
↓sold
H
Hexcel Corporation Common Stock (HXL)(HXL)$15K-$50K13 days to discloseJoint
Flat·+0.0%
+41.2% vs S&P 500●Filed May 7, 2024·traded Apr 2, 2024
↑boughtConocoPhillips Common Stock (COP)(COP)$15K-$50K
35 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsBad buy·−$1.9K-5.9%
−43.5% vs S&P 500●Filed Apr 24, 2024·traded Mar 13, 2024
↓sold
Analog Devices, Inc. - Common Stock (ADI)(ADI)$15K-$50K
42 days to discloseJoint
Flat·+0.0%
+38.3% vs S&P 500●Filed Apr 24, 2024·traded Mar 13, 2024
↓sold
Apple Inc. - Common Stock (AAPL)(AAPL)$15K-$50K
42 days to discloseJoint
Flat·+0.0%
+77.4% vs S&P 500●Filed Mar 19, 2024·traded Feb 16, 2024
↑bought
H
Hexcel Corporation Common Stock (HXL)(HXL)$15K-$50K32 days to discloseJoint
Good buy·+$7.3K+22.3%
−20.6% vs S&P 500●Filed Feb 15, 2024·traded Jan 17, 2024
↓sold
W
Wayfair Inc. Class A Common Stock (W)(W)$15K-$50K29 days to discloseJoint
Flat·+0.0%
+51.1% vs S&P 500●Filed Feb 15, 2024·traded Jan 12, 2024
↑bought
C
Cardinal Health, Inc. Common Stock (CAH)(CAH)$50K-$100K34 days to discloseJoint
Good buy·+$67.9K+90.5%
+40.8% vs S&P 500●Filed Jan 12, 2024·traded Dec 14, 2023
↑bought
A
Albertsons Companies, Inc. Class A (ACI)(ACI)$15K-$50K29 days to discloseJoint
⚑ Consumer Defensive · Committee on AgricultureBad buy·−$8.3K-25.6%
−76.8% vs S&P 500●Filed Jan 12, 2024·traded Dec 1, 2023
↑boughtPalo Alto Networks, Inc. (PANW)(PANW)$50K-$100K
42 days to discloseJoint
Good buy·+$74K+98.6%
−0.9% vs S&P 500●Filed Dec 4, 2023·traded Nov 16, 2023
↓sold
Honeywell International Inc. (HON)(HON)$50K-$100K
18 days to discloseJoint
⚑ Industrials · Western HemisphereFlat·+0.0%
+66.1% vs S&P 500●Filed Nov 16, 2023·traded Oct 11, 2023
↑bought
Marriott International - Class A (MAR)(MAR)$15K-$50K
36 days to discloseJoint
Good buy·+$27.6K+84.8%
+21.2% vs S&P 500●Filed Nov 16, 2023·traded Oct 11, 2023
↓sold
G
Graphic Packaging Holding Company (GPK)(GPK)$15K-$50K36 days to discloseJoint
⚑ Basic Materials · Committee on AgricultureFlat·+0.0%
+63.6% vs S&P 500●Filed Jul 7, 2023·traded Jun 7, 2023
↓sold
Estee Lauder Companies, Inc. (EL)(EL)$15K-$50K
30 days to discloseJoint
⚑ Consumer Defensive · Committee on AgricultureFlat·+0.0%
+67.3% vs S&P 500●Filed Jul 7, 2023·traded Jun 6, 2023
↑boughtMarriott International - Class A (MAR)(MAR)$15K-$50K
31 days to discloseJoint
Good buy·+$33.3K+102.5%
+35.8% vs S&P 500●Filed Jun 6, 2023·traded May 2, 2023
↑boughtEstee Lauder Companies, Inc. (EL)(EL)$15K-$50K
35 days to discloseJoint
⚑ Consumer Defensive · Committee on AgricultureBad buy·−$21K-64.7%
−72.9% vs S&P 500●Filed Jun 6, 2023·traded May 1, 2023
↑boughtHoneywell International Inc. (HON)(HON)$50K-$100K
36 days to discloseJoint
⚑ Industrials · Western HemisphereGood buy·+$9.3K+12.5%
−59.3% vs S&P 500●Filed May 12, 2023·traded Apr 14, 2023
↓sold
B
Brighthouse Financial, Inc. (BHF)(BHF)$15K-$50K28 days to discloseJoint
Flat·+0.0%
+73.0% vs S&P 500●Filed May 12, 2023·traded Feb 28, 2023
↑bought
B
Brighthouse Financial, Inc. (BHF)(BHF)$15K-$50K73 days to disclose · 28 past 45-day windowJoint
Good buy·+$2.5K+7.6%
−72.6% vs S&P 500●Filed May 12, 2023·traded Jan 9, 2023
↑bought
Parker-Hannifin Corporation (PH)(PH)$15K-$50K
123 days to disclose · 78 past 45-day windowJoint
⚑ Industrials · Western HemisphereGood buy·+$70K+215.4%
+131.4% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Mar 12, 2026 | Feb 5, 2026 35 days to disclose | ↓sold | Palo Alto Networks, Inc. (PANW) | Flat·+0.0% +36.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Mar 12, 2026 | Feb 5, 2026 35 days to disclose | ↑bought | Citigroup, Inc. Common Stock (C) ⚑ Banking · Commodity Markets, Digital Assets, and Rural Development | Good buy·+$10.4K+13.8% +16.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Feb 23, 2026 | Jan 30, 2026 24 days to disclose | ↑bought | Citigroup, Inc. Common Stock (C) Morgan Stanley Trust Account ⚑ Banking · Commodity Markets, Digital Assets, and Rural Development | Good buy·+$4.5K+13.9% +16.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Feb 23, 2026 | Jan 22, 2026 32 days to disclose | ↑bought | V VSATJointViaSat, Inc. - Common Stock (VSAT) Morgan Stanley Trust Account | Good buy·+$39.1K+52.2% +43.2% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Feb 23, 2026 | Jan 13, 2026 41 days to disclose | ↑bought | Walmart Inc. - Common Stock (WMT) Morgan Stanley Trust Account ⚑ Consumer Defensive · Committee on Agriculture | Good buy·+$8.1K+10.8% +7.7% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Jan 8, 2026 | Dec 8, 2025 31 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) Morgan Stanley Trust Account | Flat·+0.0% −0.6% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Jul 14, 2025 | Jun 3, 2025 41 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Morgan Stanley Trust Account | Flat·+0.0% +11.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Jun 13, 2025 | May 7, 2025 37 days to disclose | ↓sold | L LINJointLinde plc - Ordinary Shares (LIN) Morgan Stanley Trust Account ⚑ Industrials · Western Hemisphere | Flat·+0.0% +23.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| May 13, 2025 | Apr 21, 2025 22 days to disclose | ↑bought | Eli Lilly and Company Common Stock (LLY) Morgan Stanley Trust Account | Good buy·+$10K+30.8% +18.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| May 13, 2025 | Apr 16, 2025 27 days to disclose | ↑bought | Netflix, Inc. - Common Stock (NFLX) Morgan Stanley Trust Account | Bad buy·−$10K-13.3% −42.3% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| May 13, 2025 | Apr 10, 2025 33 days to disclose | ↓sold | A ARMKJointAramark Common Stock (ARMK) Morgan Stanley Trust Account | Flat·+0.0% +43.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Apr 8, 2025 | Mar 11, 2025 28 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Morgan Stanley Trust Account | Flat·+0.0% +77.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Nov 29, 2024 | Oct 28, 2024 32 days to disclose | ↑bought | Salesforce, Inc. Common Stock (CRM) Morgan Stanley Trust Account | Bad buy·−$10.6K-32.5% −93.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Oct 11, 2024 | Sep 19, 2024 22 days to disclose | ↓sold | A AESJointThe AES Corporation Common Stock (AES) Morgan Stanley Trust Account | Flat·+0.0% +25.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Oct 11, 2024 | Sep 19, 2024 22 days to disclose | ↑bought | A ARMKJointAramark Common Stock (ARMK) Morgan Stanley Trust Account | Good buy·+$6.2K+19.0% −6.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Aug 12, 2024 | Jul 9, 2024 34 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Morgan Stanley Trust Account | Flat·+0.0% +58.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Aug 12, 2024 | Jul 9, 2024 34 days to disclose | ↑bought | A AESJointThe AES Corporation Common Stock (AES) Morgan Stanley Trust Account | Bad buy·−$5.9K-18.0% −46.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Aug 12, 2024 | Jul 5, 2024 38 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) Morgan Stanley Trust Account ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +28.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| May 7, 2024 | Apr 24, 2024 13 days to disclose | ↓sold | H HXLJointHexcel Corporation Common Stock (HXL) Morgan Stanley Trust Account | Flat·+0.0% +41.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| May 7, 2024 | Apr 2, 2024 35 days to disclose | ↑bought | ConocoPhillips Common Stock (COP) Morgan Stanley Trust Account ⚑ Energy · Committee on Foreign Affairs | Bad buy·−$1.9K-5.9% −43.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Apr 24, 2024 | Mar 13, 2024 42 days to disclose | ↓sold | Analog Devices, Inc. - Common Stock (ADI) Morgan Stanley Trust Account | Flat·+0.0% +38.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Apr 24, 2024 | Mar 13, 2024 42 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Morgan Stanley Trust Account | Flat·+0.0% +77.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Mar 19, 2024 | Feb 16, 2024 32 days to disclose | ↑bought | H HXLJointHexcel Corporation Common Stock (HXL) Morgan Stanley Trust Account | Good buy·+$7.3K+22.3% −20.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Feb 15, 2024 | Jan 17, 2024 29 days to disclose | ↓sold | W WJointWayfair Inc. Class A Common Stock (W) Morgan Stanley Trust Account Filing ID #20024450 -- 1 of 2 -- | Flat·+0.0% +51.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Feb 15, 2024 | Jan 12, 2024 34 days to disclose | ↑bought | C CAHJointCardinal Health, Inc. Common Stock (CAH) Morgan Stanley Trust Account | Good buy·+$67.9K+90.5% +40.8% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Jan 12, 2024 | Dec 14, 2023 29 days to disclose | ↑bought | A ACIJointAlbertsons Companies, Inc. Class A (ACI) Morgan Stanley Trust Account ⚑ Consumer Defensive · Committee on Agriculture | Bad buy·−$8.3K-25.6% −76.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Jan 12, 2024 | Dec 1, 2023 42 days to disclose | ↑bought | Palo Alto Networks, Inc. (PANW) Morgan Stanley Trust Account | Good buy·+$74K+98.6% −0.9% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Dec 4, 2023 | Nov 16, 2023 18 days to disclose | ↓sold | Honeywell International Inc. (HON) Morgan Stanley Trust Account ⚑ Industrials · Western Hemisphere | Flat·+0.0% +66.1% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| Nov 16, 2023 | Oct 11, 2023 36 days to disclose | ↑bought | Marriott International - Class A (MAR) Morgan Stanley Trust Account | Good buy·+$27.6K+84.8% +21.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Nov 16, 2023 | Oct 11, 2023 36 days to disclose | ↓sold | G GPKJointGraphic Packaging Holding Company (GPK) Morgan Stanley Trust Account ⚑ Basic Materials · Committee on Agriculture | Flat·+0.0% +63.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Jul 7, 2023 | Jun 7, 2023 30 days to disclose | ↓sold | Estee Lauder Companies, Inc. (EL) Morgan Stanley Trust Account ⚑ Consumer Defensive · Committee on Agriculture | Flat·+0.0% +67.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Jul 7, 2023 | Jun 6, 2023 31 days to disclose | ↑bought | Marriott International - Class A (MAR) Morgan Stanley Trust Account | Good buy·+$33.3K+102.5% +35.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Jun 6, 2023 | May 2, 2023 35 days to disclose | ↑bought | Estee Lauder Companies, Inc. (EL) Morgan Stanley Trust Account ⚑ Consumer Defensive · Committee on Agriculture | Bad buy·−$21K-64.7% −72.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| Jun 6, 2023 | May 1, 2023 36 days to disclose | ↑bought | Honeywell International Inc. (HON) Morgan Stanley Trust Account ⚑ Industrials · Western Hemisphere | Good buy·+$9.3K+12.5% −59.3% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.5% of book |
| May 12, 2023 | Apr 14, 2023 28 days to disclose | ↓sold | B BHFJointBrighthouse Financial, Inc. (BHF) Morgan Stanley Trust Account | Flat·+0.0% +73.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| May 12, 2023 | Feb 28, 2023 73 days to disclose · 28 past 45-day window | ↑bought | B BHFJointBrighthouse Financial, Inc. (BHF) Morgan Stanley Trust Account | Good buy·+$2.5K+7.6% −72.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
| May 12, 2023 | Jan 9, 2023 123 days to disclose · 78 past 45-day window | ↑bought | Parker-Hannifin Corporation (PH) Morgan Stanley Trust Account ⚑ Industrials · Western Hemisphere | Good buy·+$70K+215.4% +131.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.9% of book |
Their record vs the S&P 500
37 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$312.4K
S&P 500 benchmark+$68.3K
Alpha+$244.1K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 6
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
Recent legislative activity · 25 bills
5 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- Moms Matter ActReferred to the House Committee on Energy and Commerce.
- Maternal Health Pandemic Response ActReferred to the House Committee on Energy and Commerce.
- To protect our democracy by preventing abuses of Presidential power, restoring checks and balances and accountability and transparency in government, and defending elections against foreign interference, and for other purposes.Referred to the Committee on Oversight and Government Reform, and in addition to the Committees on the Judiciary, House Administration, the Budget, Transportation and Infrastructure, Rules, Foreign Affairs, Ways and Means, and Intelligence (Permanent Select), for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Chiropractic Medicare Coverage Modernization Act of 2025Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Long-Term Care Workforce Support ActReferred to the Committee on Energy and Commerce, and in addition to the Committees on Education and Workforce, Ways and Means, the Judiciary, House Administration, and Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Protecting Human Rights and Public Health in Foreign Assistance ActReferred to the House Committee on Foreign Affairs.
- Pregnant Women in Custody ActReferred to the Committee on the Judiciary, and in addition to the Committees on the Budget, and Homeland Security, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Universal School Meals Program Act of 2026Referred to the Committee on Education and Workforce, and in addition to the Committees on Agriculture, and Science, Space, and Technology, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Supreme Court Ethics, Recusal, and Transparency Act of 2025Referred to the House Committee on the Judiciary.
- Dismantle Foreign Scam Syndicates ActOrdered to be Reported in the Nature of a Substitute (Amended) by the Yeas and Nays: 48 - 0.
- To provide for the designation of Burma for temporary protected status.Referred to the House Committee on the Judiciary.
- 761st Tank Battalion Congressional Gold Medal ActReferred to the Committee on Financial Services, and in addition to the Committee on House Administration, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Defending the Human Rights of Palestinian Children and Families Living Under Israeli Military Occupation ActReferred to the House Committee on Foreign Affairs.
- Countering Russia’s Forced Recruitment and Kidnapping in Africa ActReferred to the Committee on Foreign Affairs, and in addition to the Committees on Financial Services, the Judiciary, and Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Hot Foods Act of 2025Referred to the Subcommittee on Nutrition and Foreign Agriculture.
- To direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not been authorized by Congress.Referred to the House Committee on Foreign Affairs.
- Unhoused Persons Bill of RightsReferred to the Committee on Financial Services, and in addition to the Committees on Energy and Commerce, Education and Workforce, the Judiciary, Agriculture, and Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Nationwide Consumer and Fuel Retailer Choice Act of 2025Received in the Senate and Read twice and referred to the Committee on Environment and Public Works.
- 'Directly Impacted Child Rehab and Safety ActReferred to the Committee on the Judiciary, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Second Look Act of 2026Referred to the House Committee on the Judiciary.