Scott Franklin

R-FL-18 Representative for Florida’s 18th district Republican In Congress since 2021

180trades · 3 yrs
95buys
85sells
19dmedian wait
38filed late

Scott Franklin disclosed 180 trades made since Oct 4, 2023: 95 buys and 85 sales. The most traded name was SBUX (8 trades). 85 of them were a spouse's or joint account's. The latest, made Aug 26, 2026, was filed Sep 17, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

SBUX 8 trades 3 buy · 5 sell
NVO 7 trades 7 buy · 0 sell
UPS 7 trades 3 buy · 4 sell
AAPL 6 trades 1 buy · 5 sell
COST 6 trades 1 buy · 5 sell
HSY 6 trades 3 buy · 3 sell

Trades

180 trades since Oct 4, 2023 · newest first · 17 in an industry a committee of theirs oversees

Asset

Trade

Amount

Traded · filed
PEPPepsico, Inc.
Spouse

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
PEPPepsico, Inc.

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
NVONovo Nordisk A/S

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
MCDMcDonald's Corporation
Spouse

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
Lord Abbett Short Duration High Yield I (LSYIX) bond fund
BondSpouse

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
ACNAccenture plc Class A Ordinary Shares
SpouseCommittee

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
ACNAccenture plc Class A Ordinary Shares
Committee

Buy

$1K–$15K

Traded Aug 26Filed Sep 17 22d

↗
JPMJP Morgan Chase & Co.
Spouse

Sell · part

$1K–$15K

Traded Aug 20Filed Sep 17 28d

↗
JPMJP Morgan Chase & Co.

Sell · part

$1K–$15K

Traded Aug 20Filed Sep 17 28d

↗
AAPLApple Inc.
SpouseCommittee

Sell · part

$1K–$15K

Traded Aug 20Filed Sep 17 28d

↗
GOOGAlphabet Inc. - Class C Capital Stock

Sell · part

$1K–$15K

Traded Aug 20Filed Sep 17 28d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Spouse

Sell · part

$1K–$15K

Traded Aug 20Filed Sep 17 28d

↗
HSYThe Hershey Company

Sell

$50K–$100K

Traded Feb 10Filed Feb 23 13d

↗
HSYThe Hershey Company
Spouse

Sell

$1K–$15K

Traded Feb 10Filed Feb 23 13d

↗
HSYThe Hershey Company

Sell

$1K–$15K

Traded Feb 10Filed Feb 23 13d

↗
UNPUnion Pacific Corporation
Spouse

Buy

$1K–$15K

Traded Oct 14, 2025Filed Oct 22, 2025 8d

↗
UNPUnion Pacific Corporation

Buy

$1K–$15K

Traded Oct 14, 2025Filed Oct 22, 2025 8d

↗
UNPUnion Pacific Corporation

Buy

$50K–$100K

Traded Oct 14, 2025Filed Oct 22, 2025 8d

↗
iShares Core S&P 500 ETF (IVV)
Other

Buy

$50K–$100K

Traded Oct 14, 2025Filed Oct 22, 2025 8d

↗
iShares Core S&P 500 ETF (IVV)
Other

Buy

$1K–$15K

Traded Oct 14, 2025Filed Oct 22, 2025 8d

↗
iShares Core S&P 500 ETF (IVV)
OtherSpouse

Buy

$1K–$15K

Traded Oct 14, 2025Filed Oct 22, 2025 8d

↗
NVONovo Nordisk A/S
Spouse

Buy

$1K–$15K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
NVONovo Nordisk A/S

Buy

$1K–$15K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
NVONovo Nordisk A/S

Buy

$1K–$15K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
NVONovo Nordisk A/S

Buy

$15K–$50K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
CMCSAComcast Corporation

Sell

$15K–$50K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
CMCSAComcast Corporation

Sell

$1K–$15K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
CMCSAComcast Corporation
Spouse

Sell

$1K–$15K

Traded Aug 4, 2025Filed Aug 14, 2025 10d

↗
UPSUnited Parcel Service, Inc.

Sell

$50K–$100K

Traded Jul 22, 2025Filed Jul 31, 2025 9d

↗
UPSUnited Parcel Service, Inc.
Spouse

Sell

$1K–$15K

Traded Jul 22, 2025Filed Jul 31, 2025 9d

↗
UPSUnited Parcel Service, Inc.

Sell

$1K–$15K

Traded Jul 22, 2025Filed Jul 31, 2025 9d

↗
WMTWalmart Inc.
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
VVisa Inc.
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
UPSUnited Parcel Service, Inc.
Joint

Sell

$1K–$15K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
PGProcter & Gamble Company
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
PEPPepsico, Inc.
Joint

Sell

$1K–$15K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
MSFTMicrosoft Corporation
JointCommittee

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
MRKMerck & Company, Inc.
Joint

Sell

$1K–$15K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
MCDMcDonald's Corporation
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
KVUEKenvue Inc.
Joint

Sell

$1K–$15K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
JPMJP Morgan Chase & Co.
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
JNJJohnson & Johnson
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
HDHome Depot, Inc.
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
CSCOCisco Systems, Inc.
JointCommittee

Sell

$1K–$15K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
BRK.BBerkshire Hathaway Inc. New
Joint

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
AAPLApple Inc.
JointCommittee

Sell

$15K–$50K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Joint

Sell

$1K–$15K

Traded Jun 16, 2025Filed Jul 14, 2025 28d

↗
UNPUnion Pacific Corporation
Spouse

Buy

$1K–$15K

Traded Apr 21, 2025Filed Jun 2, 2025 42d

↗
BWINThe Baldwin Insurance Group, Inc.
Joint

Sell · part

$500K–$1M

Traded Apr 10, 2025Filed Apr 17, 2025 7d

↗
NVONovo Nordisk A/S

Buy

$15K–$50K

Traded Mar 27, 2025Filed Apr 11, 2025 15d

↗
NVONovo Nordisk A/S

Buy

$1K–$15K

Traded Mar 27, 2025Filed Apr 11, 2025 15d

↗
AMZNAmazon.com, Inc.

Buy

$50K–$100K

Traded Feb 26, 2025Filed Mar 18, 2025 20d

↗
AMZNAmazon.com, Inc.
Spouse

Buy

$1K–$15K

Traded Feb 26, 2025Filed Mar 18, 2025 20d

↗
AMZNAmazon.com, Inc.

Buy

$1K–$15K

Traded Feb 26, 2025Filed Mar 18, 2025 20d

↗
Fidelity Advisor Total Bond CL Z
Bond

Buy

$1K–$15K

Traded Feb 19, 2025Filed Mar 18, 2025 27d

↗
Fidelity Advisor Total Bond CL Z
BondSpouse

Buy

$800

Traded Feb 19, 2025Filed Mar 18, 2025 27d

↗
Fidelity Advisor Total Bond CL Z
Bond

Buy

$1K–$15K

Traded Feb 19, 2025Filed Mar 18, 2025 27d

↗
LMTLockheed Martin Corporation

Buy

$15K–$50K

Traded Feb 18, 2025Filed Mar 18, 2025 28d

↗
LMTLockheed Martin Corporation
Spouse

Buy

$1K–$15K

Traded Feb 18, 2025Filed Mar 18, 2025 28d

↗
LMTLockheed Martin Corporation

Buy

$1K–$15K

Traded Feb 18, 2025Filed Mar 18, 2025 28d

↗
BWINThe Baldwin Insurance Group, Inc.
Joint

Sell · part

$1M–$5M

Traded Feb 7, 2025Filed Feb 23, 2025 16d

↗
BWINThe Baldwin Insurance Group, Inc.
Joint

Sell · part

$15K–$50K

Traded Feb 6, 2025Filed Feb 23, 2025 17d

↗
COSTCostco Wholesale Corporation

Sell

$50K–$100K

Traded Jan 28, 2025Filed Mar 18, 2025 49d

↗
COSTCostco Wholesale Corporation
Spouse

Sell

$1K–$15K

Traded Jan 28, 2025Filed Mar 18, 2025 49d

↗
COSTCostco Wholesale Corporation

Sell

$1K–$15K

Traded Jan 28, 2025Filed Mar 18, 2025 49d

↗
ITWIllinois Tool Works Inc.
Spouse

Buy

$1K–$15K

Traded Sep 25, 2024Filed Jul 3, 2025 281d

↗
ADPAutomatic Data Processing, Inc.
Spouse

Buy

$1K–$15K

Traded Sep 25, 2024Filed Jul 3, 2025 281d

↗
ITWIllinois Tool Works Inc.

Buy

$1K–$15K

Traded Sep 25, 2024Filed Oct 15, 2024 20d

↗
ITWIllinois Tool Works Inc.

Buy

$50K–$100K

Traded Sep 25, 2024Filed Oct 15, 2024 20d

↗
ADPAutomatic Data Processing, Inc.

Buy

$1K–$15K

Traded Sep 24, 2024Filed Oct 15, 2024 21d

↗
ADPAutomatic Data Processing, Inc.

Buy

$50K–$100K

Traded Sep 24, 2024Filed Oct 15, 2024 21d

↗
SBUXStarbucks Corporation
Spouse

Sell

$1K–$15K

Traded Aug 14, 2024Filed Aug 20, 2024 6d

↗
SBUXStarbucks Corporation

Sell

$100K–$250K

Traded Aug 14, 2024Filed Aug 20, 2024 6d

↗
SBUXStarbucks Corporation

Sell

$1K–$15K

Traded Aug 14, 2024Filed Aug 20, 2024 6d

↗
SBUXStarbucks Corporation
Joint

Sell

$1K–$15K

Traded Aug 14, 2024Filed Aug 20, 2024 6d

↗
WMTWalmart Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
VVisa Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
UNHUnitedHealth Group Incorporated
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
UPSUnited Parcel Service, Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
HSYThe Hershey Company
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
SBUXStarbucks Corporation
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
PGProcter & Gamble Company
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
PEPPepsico, Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
MSFTMicrosoft Corporation
SpouseCommittee

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
MRKMerck & Company, Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
MCDMcDonald's Corporation
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
BondSpouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
LMTLockheed Martin Corporation
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
JPMJP Morgan Chase & Co.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
JNJJohnson & Johnson
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM)
BondSpouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
HDHome Depot, Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
GDGeneral Dynamics Corporation
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY)
BondSpouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
Fidelity Advisor Total Bond CL Z (FBKWX)
BondSpouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
COSTCostco Wholesale Corporation
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
CMCSAComcast Corporation
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
CBChubb Limited
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
BRK.BBerkshire Hathaway Inc. New
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
AAPLApple Inc.
SpouseCommittee

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
AMGNAmgen Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
APDAir Products and Chemicals, Inc.
Spouse

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
ACNAccenture plc Class A Ordinary Shares
SpouseCommittee

Buy

$1K–$15K

Traded Aug 7, 2024Filed Jul 3, 2025 330d

↗
UPSUnited Parcel Service, Inc.

Buy

$15K–$50K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
HSYThe Hershey Company

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
SBUXStarbucks Corporation

Buy

$15K–$50K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
MCDMcDonald's Corporation

Buy

$1K–$15K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
Other

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
JNJJohnson & Johnson

Buy

$15K–$50K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM)
Other

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
GDGeneral Dynamics Corporation

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF
Other

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX)
Other

Buy

$100K–$250K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
CBChubb Limited

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
AMGNAmgen Inc.

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
APDAir Products and Chemicals, Inc.

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
ACNAccenture plc Class A Ordinary Shares
Committee

Buy

$50K–$100K

Traded Aug 7, 2024Filed Aug 20, 2024 13d

↗
WMTWalmart Inc.

Sell · part

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
PFEPfizer, Inc.

Sell

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
NEENextEra Energy, Inc.

Sell

$50K–$100K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
MSFTMicrosoft Corporation
Committee

Sell · part

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
Lord Abbott Ultra Short Bond CL I (LUBYX)
OtherSpouse

Sell

$1K–$15K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
LORD ABBETT ULTRA SHORT BOND CL I
Other

Sell

$100K–$250K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
KVUEKenvue Inc.

Sell

$1K–$15K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
JPMJP Morgan Chase & Co.

Sell · part

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
ISHARES TRUST CORE DIVID GWTH (DGRO)
OtherSpouse

Sell

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
ISHARES CORE S&P SMALL CAP E (IJR)
Other

Sell

$50K–$100K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
ISHARES CORE S&P SMALL CAP E (IJR)
OtherSpouse

Sell

$1K–$15K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
ISHARES CORE S&P 500 ETF
OtherSpouse

Sell

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
INVESCO QQQ TR UNIT SER 1 (QQQ)
Other

Sell

$100K–$250K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
FIDELITY QUALITY FACTOR ETF (FQAL)
OtherSpouse

Sell

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ)
OtherSpouse

Sell

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
FIDELITY FLOATING HIGH RATE INCOME (FFRHX)
OtherSpouse

Sell

$1K–$15K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
FIDELITY CONTRAFUND
OtherSpouse

Sell

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
DFSDiscover Financial Services

Sell

$50K–$100K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
COSTCostco Wholesale Corporation

Sell · part

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
CSCOCisco Systems, Inc.
Committee

Sell

$50K–$100K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB)
Other

Sell · part

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
AAPLApple Inc.
Committee

Sell · part

$15K–$50K

Traded Aug 6, 2024Filed Aug 20, 2024 14d

↗
UPSUnited Parcel Service, Inc.

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
HSYThe Hershey Company

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
SBUXStarbucks Corporation

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
PGProcter & Gamble Company

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
PEPPepsico, Inc.

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
MRKMerck & Company, Inc.

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
MCDMcDonald's Corporation

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
Other

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
JNJJohnson & Johnson

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM)
Other

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
GDGeneral Dynamics Corporation

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF
Other

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX)
Other

Buy

$15K–$50K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
CBChubb Limited

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
AMGNAmgen Inc.

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
APDAir Products and Chemicals, Inc.

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
ACNAccenture plc Class A Ordinary Shares
Committee

Buy

$1K–$15K

Traded Aug 2, 2024Filed Aug 20, 2024 18d

↗
WMTWalmart Inc.

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
PFEPfizer, Inc.

Sell

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
NEENextEra Energy, Inc.

Sell

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
Lord Abbott Ultra Short Bond CL I
Bond

Sell

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
LMTLockheed Martin Corporation

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
KVUEKenvue Inc.

Sell

$447

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
JPMJP Morgan Chase & Co.

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
IShares Core S&P Small Cap E
Other

Sell

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
INVESCO QQQ TR UNIT SER 1
Other

Sell

$15K–$50K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
FIDELITY MID CAP STOCK
Other

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
DFSDiscover Financial Services

Sell

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
COSTCostco Wholesale Corporation

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
CSCOCisco Systems, Inc.
Committee

Sell

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB)
Other

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
AAPLApple Inc.
Committee

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
GOOGAlphabet Inc. - Class C Capital Stock

Sell · part

$1K–$15K

Traded Aug 1, 2024Filed Aug 20, 2024 19d

↗
BRPThe Baldwin Insurance Group, Inc.
Joint

Sell · part

$500K–$1M

Traded May 8, 2024Filed Jun 2, 2024 25d

↗
BRPBRP Group, Inc.
Joint

Sell · part

$1K–$15K

Traded Apr 9, 2024Filed Apr 23, 2024 14d

↗
BRPBRP Group, Inc.
Joint

Sell · part

$1M–$5M

Traded Mar 21, 2024Filed Apr 23, 2024 33d

↗
WMTWalmart Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 30, 2024Filed Jul 3, 2025 520d

↗
SBUXStarbucks Corporation
Joint

Sell · part

$1K–$15K

Traded Jan 30, 2024Filed Jul 3, 2025 520d

↗
BRK.BBerkshire Hathaway Inc. New
Joint

Sell · part

$1K–$15K

Traded Jan 30, 2024Filed Jul 3, 2025 520d

↗
AAPLApple Inc.
JointCommittee

Sell · part

$1K–$15K

Traded Jan 30, 2024Filed Jul 3, 2025 520d

↗

Reported holdings

2025 annual report · filed Aug 10, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$4.8M–$17.2M sum of 113 disclosed ranges

Real estate 2
Stock 79
Fund 24
Cash 3
Other 5

AssetOwner Valuevs 2024
OK3 Properties, LLCReal estateSelf$1M–$5MSame band
OK3 Properties, LLCReal estateSelf$1M–$5MSame band
BWINThe Baldwin Insurance Group, Inc.Fidelity Joint TBEJoint$500K–$1MNew
GOOGAlphabet Inc. - Class C Capital StockFidelity Traditional IRASelf$100K–$250KSame band
AAPLApple Inc.Fidelity Traditional IRASelf$100K–$250KSame band
BRK.BBerkshire Hathaway Inc. NewFidelity Traditional IRASelf$100K–$250K▲ $50K–$100K
FBKWXFidelity Advisor Total Bond Fund: Class ZFundFidelity Traditional IRASelf$100K–$250KSame band
HDHome Depot, Inc.Fidelity Traditional IRASelf$100K–$250KSame band
JPMJP Morgan Chase & Co.Fidelity Traditional IRASelf$100K–$250KSame band
LSYIXLord Abbett Short Duration High Yield Fund Class IFundFidelity Traditional IRASelf$100K–$250KSame band
MSFTMicrosoft CorporationFidelity Traditional IRASelf$100K–$250KSame band
OK3 Properties, LLC Checking AccountCashSelf$100K–$250K▼ $250K–$500K
WMTWalmart Inc.Fidelity Traditional IRASelf$100K–$250KSame band
ACNAccenture plc Class A Ordinary SharesFidelity Traditional IRASelf$50K–$100KSame band
APDAir Products and Chemicals, Inc.Fidelity Traditional IRASelf$50K–$100KSame band
AMZNAmazon.com, Inc.Fidelity Traditional IRASelf$50K–$100KNew
AMGNAmgen Inc.Fidelity Traditional IRASelf$50K–$100K▲ $15K–$50K
ADPAutomatic Data Processing, Inc.Fidelity Traditional IRASelf$50K–$100KSame band
CBChubb LimitedFidelity Traditional IRASelf$50K–$100KSame band
FXAIXFidelity 500 Index FundFundBRP Colleague, Inc. 401(k)Self$50K–$100KSame band
FMCSXFidelity Mid-Cap Stock FundFundFidelity Traditional IRASelf$50K–$100KSame band
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFFundFidelity Traditional IRASelf$50K–$100KSame band
GDGeneral Dynamics CorporationFidelity Traditional IRASelf$50K–$100KSame band
ITWIllinois Tool Works Inc.Fidelity Traditional IRASelf$50K–$100KSame band
QQQMInvesco NASDAQ 100 ETFFundFidelity Traditional IRASelf$50K–$100K▼ $100K–$250K
JNJJohnson & JohnsonFidelity Traditional IRASelf$50K–$100KSame band
LMTLockheed Martin CorporationFidelity Traditional IRASelf$50K–$100KSame band
MCDMcDonald's CorporationFidelity Traditional IRASelf$50K–$100KSame band
NVONovo Nordisk A/SFidelity Traditional IRASelf$50K–$100KNew
PruLife Custom Premier Life Insurance PolicyOtherSelf$50K–$100KSame band
HSYThe Hershey CompanyFidelity Traditional IRASelf$50K–$100KSame band
UNPUnion Pacific CorporationFidelity Traditional IRASelf$50K–$100KNew
UNHUnitedHealth Group IncorporatedFidelity Traditional IRASelf$50K–$100KSame band
VVisa Inc.Fidelity Traditional IRASelf$50K–$100KSame band
IVViShares Core S&P 500 ETFFundFidelity Traditional IRASelf$50K–$100KNew
GOOGAlphabet Inc. - Class C Capital StockFidelity Roth IRASelf$15K–$50K▼ $100K–$250K
Bank of Central Florida Personal Checking AccountsCashJoint$15K–$50K▼ $100K–$250K
FBKWXFidelity Advisor Total Bond Fund: Class ZFundFidelity Roth IRASelf$15K–$50K▼ $100K–$250K
FDRXXFidelity Cash ReservesFundFidelity Traditional IRASelf$15K–$50K▼ $100K–$250K
JPMJP Morgan Chase & Co.Fidelity Roth IRASelf$15K–$50K▼ $100K–$250K
LSYIXLord Abbett Short Duration High Yield Fund Class IFundFidelity Roth IRASelf$15K–$50K▼ $100K–$250K
MRKMerck & Company, Inc.Fidelity Traditional IRASelf$15K–$50KSame band
MSFTMicrosoft CorporationFidelity Roth IRASelf$15K–$50K▼ $100K–$250K
Pacific Life VUL policyOtherSpouse$15K–$50KSame band
PEPPepsico, Inc.Fidelity Traditional IRASelf$15K–$50K▼ $50K–$100K
PGProcter & Gamble CompanyFidelity Traditional IRASelf$15K–$50K▼ $50K–$100K
WMTWalmart Inc.Fidelity Roth IRASelf$15K–$50K▼ $100K–$250K
ACNAccenture plc Class A Ordinary SharesFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
ACNAccenture plc Class A Ordinary SharesFidelity Roth IRASpouse$1K–$15KSame band
APDAir Products and Chemicals, Inc.Fidelity Roth IRASelf$1K–$15K▼ $50K–$100K
APDAir Products and Chemicals, Inc.Fidelity Roth IRASpouse$1K–$15KSame band
GOOGAlphabet Inc. - Class C Capital StockFidelity Roth IRASpouse$1K–$15KSame band
AMZNAmazon.com, Inc.Fidelity Roth IRASpouse$1K–$15KNew
AMZNAmazon.com, Inc.Fidelity Roth IRASelf$1K–$15KNew
AMGNAmgen Inc.Fidelity Roth IRASelf$1K–$15K▼ $15K–$50K
AMGNAmgen Inc.Fidelity Roth IRASpouse$1K–$15KSame band
AAPLApple Inc.Fidelity Roth IRASpouse$1K–$15KSame band
AAPLApple Inc.Fidelity Roth IRASelf$1K–$15K▼ $100K–$250K
ADPAutomatic Data Processing, Inc.Fidelity Roth IRASelf$1K–$15K▼ $50K–$100K
ADPAutomatic Data Processing, Inc.Fidelity Roth IRASpouse$1K–$15KSame band
BRK.BBerkshire Hathaway Inc. NewFidelity Roth IRASpouse$1K–$15KSame band
BRK.BBerkshire Hathaway Inc. NewFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
CBChubb LimitedFidelity Roth IRASpouse$1K–$15KSame band
CBChubb LimitedFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
FID:CASHOtherFidelity Traditional IRASelf$1K–$15KNew
FMSCXFidelity Advisor Mortgage Securities Fund: Class IFundFidelity Roth IRASpouse$1K–$15KNew
FBKWXFidelity Advisor Total Bond Fund: Class ZFundFidelity Roth IRASpouse$1K–$15KSame band
FDRXXFidelity Cash ReservesFundFidelity Roth IRASelf$1K–$15K▼ $100K–$250K
FDRXXFidelity Cash ReservesFundFidelity Roth IRASpouse$1K–$15KSame band
FMCSXFidelity Mid-Cap Stock FundFundFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFFundFidelity Roth IRASpouse$1K–$15KSame band
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFFundFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
GDGeneral Dynamics CorporationFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
GDGeneral Dynamics CorporationFidelity Roth IRASpouse$1K–$15KSame band
HDHome Depot, Inc.Fidelity Roth IRASpouse$1K–$15KSame band
HDHome Depot, Inc.Fidelity Roth IRASelf$1K–$15K▼ $100K–$250K
ITWIllinois Tool Works Inc.Fidelity Roth IRASpouse$1K–$15KSame band
ITWIllinois Tool Works Inc.Fidelity Roth IRASelf$1K–$15K▼ $50K–$100K
QQQMInvesco NASDAQ 100 ETFFundFidelity Roth IRASpouse$1K–$15KSame band
QQQMInvesco NASDAQ 100 ETFFundFidelity Roth IRASelf$1K–$15K▼ $100K–$250K
JPMJP Morgan Chase & Co.Fidelity Roth IRASpouse$1K–$15KSame band
JNJJohnson & JohnsonFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
JNJJohnson & JohnsonFidelity Roth IRASpouse$1K–$15KSame band
LMTLockheed Martin CorporationFidelity Roth IRASpouse$1K–$15KSame band
LMTLockheed Martin CorporationFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
LSYIXLord Abbett Short Duration High Yield Fund Class IFundFidelity Roth IRASpouse$1K–$15KSame band
MCDMcDonald's CorporationFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
MCDMcDonald's CorporationFidelity Roth IRASpouse$1K–$15KSame band
MRKMerck & Company, Inc.Fidelity Roth IRASelf$1K–$15K▼ $15K–$50K
MRKMerck & Company, Inc.Fidelity Roth IRASpouse$1K–$15KSame band
MSFTMicrosoft CorporationFidelity Roth IRASpouse$1K–$15KSame band
NVONovo Nordisk A/SFidelity Roth IRASpouse$1K–$15KNew
NVONovo Nordisk A/SFidelity Roth IRASelf$1K–$15KNew
PEPPepsico, Inc.Fidelity Roth IRASelf$1K–$15K▼ $50K–$100K
PEPPepsico, Inc.Fidelity Roth IRASpouse$1K–$15KSame band
PGProcter & Gamble CompanyFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
PGProcter & Gamble CompanyFidelity Roth IRASpouse$1K–$15KSame band
HSYThe Hershey CompanyFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
HSYThe Hershey CompanyFidelity Roth IRASpouse$1K–$15KSame band
UNPUnion Pacific CorporationFidelity Roth IRASpouse$1K–$15KNew
UNPUnion Pacific CorporationFidelity Roth IRASelf$1K–$15KNew
UNHUnitedHealth Group IncorporatedFidelity Roth IRASelf$1K–$15K▼ $50K–$100K
UNHUnitedHealth Group IncorporatedFidelity Roth IRASpouse$1K–$15KSame band
VVisa Inc.Fidelity Roth IRASpouse$1K–$15KSame band
VVisa Inc.Fidelity Roth IRASelf$1K–$15K▼ $50K–$100K
WMTWalmart Inc.Fidelity Roth IRASpouse$1K–$15KSame band
IVViShares Core S&P 500 ETFFundFidelity Roth IRASelf$1K–$15KNew
IVViShares Core S&P 500 ETFFundFidelity Roth IRASpouse$1K–$15KNew
FID:CASHOtherFidelity Roth IRASelf$0–$1KNew
FID:CASHOtherFidelity Roth IRASpouse$0–$1KNew
FDRXXFidelity Cash ReservesFundFidelity IRA-SpousalSpouse$0–$1K▼ $1K–$15K
FZDXXFidelity Money Market Fund: Premium ClassFundFidelity Joint TBEJoint$0–$1KNew
OK3 Capital Holdings, LLC Checking AccountCashSelf$0–$1KSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

BRP The Baldwin Insurance Group, Inc. $5M–$25M
FDRXX Fidelity Cash Reserves $500K–$1M
CMCSA Comcast Corporation $50K–$100K
COST Costco Wholesale Corporation $50K–$100K
UPS United Parcel Service, Inc. $50K–$100K
AAPL Apple Inc. $15K–$50K
BRK.B Berkshire Hathaway Inc. New $15K–$50K
HD Home Depot, Inc. $15K–$50K
JPM JP Morgan Chase & Co. $15K–$50K
MCD McDonald's Corporation $15K–$50K
MRK Merck & Company, Inc. $15K–$50K
MSFT Microsoft Corporation $15K–$50K
PEP PepsiCo, Inc. $15K–$50K
PG Procter & Gamble Company $15K–$50K
V Visa Inc. $15K–$50K
WMT Walmart Inc. $15K–$50K
GOOG Alphabet Inc. - Class C Capital Stock $1K–$15K
CSCO Cisco Systems, Inc. $1K–$15K
CMCSA Comcast Corporation $1K–$15K
CMCSA Comcast Corporation $1K–$15K
COST Costco Wholesale Corporation $1K–$15K
COST Costco Wholesale Corporation $1K–$15K
FMCSX Fidelity Mid-Cap Stock Fund $1K–$15K
JNJ Johnson & Johnson $1K–$15K
KVUE Kenvue Inc. $1K–$15K
UPS United Parcel Service, Inc. $1K–$15K
UPS United Parcel Service, Inc. $1K–$15K
UPS United Parcel Service, Inc. $1K–$15K

Source filings

Every report we read for this page · newest first

Sep 17, 2026 Periodic transaction report 12 trades View original
Aug 10, 2026 2025 annual report 114 assets View original
Feb 23, 2026 Periodic transaction report 3 trades View original
Oct 22, 2025 Periodic transaction report 6 trades View original
Aug 14, 2025 Periodic transaction report 7 trades View original
Jul 31, 2025 Periodic transaction report 3 trades View original
Jul 31, 2025 2024 annual report 123 assets View original
Jul 14, 2025 Periodic transaction report 16 trades View original
Jul 3, 2025 Periodic transaction report 35 trades View original
Jun 2, 2025 Periodic transaction report 1 trade View original
Apr 17, 2025 Periodic transaction report 1 trade View original
Apr 11, 2025 Periodic transaction report 2 trades View original
Mar 18, 2025 Periodic transaction report 12 trades View original
Feb 23, 2025 Periodic transaction report 2 trades View original
Oct 15, 2024 Periodic transaction report 4 trades View original
Aug 20, 2024 Periodic transaction report 73 trades View original
Aug 8, 2024 2023 annual report 96 assets View original
Jun 2, 2024 Periodic transaction report 1 trade View original
Apr 23, 2024 Periodic transaction report 2 trades View original
Oct 12, 2023 Periodic transaction report 24 trades View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.