Congressional stock trades · Member
Scott Franklin
Representative · FL-18 · Republican
266 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 5 annual reports are below.
Current committees: House Committee on Appropriations; House Committee on Science, Space, and Technology.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | 2026-08-26 | 22 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-26 | 22 | Spouse | Lord Abbett Short Duration High Yield I (LSYIX) bond fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-26 | 22 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-26 | 22 | Spouse | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-26 | 22 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-26 | 22 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-26 | 22 | Spouse | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-20 | 28 | Member | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-20 | 28 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-20 | 28 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-20 | 28 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-17 | 2026-08-20 | 28 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-23 | 2026-02-10 | 13 | Member | HSYThe Hershey Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-23 | 2026-02-10 | 13 | Member | HSYThe Hershey Company Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2026-02-23 | 2026-02-10 | 13 | Spouse | HSYThe Hershey Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-10-14 | 8 | Member | UNPUnion Pacific Corporation Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-10-22 | 2025-10-14 | 8 | Spouse | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-10-14 | 8 | Member | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-10-14 | 8 | Member | UNPUnion Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-10-14 | 8 | Member | iShares Core S&P 500 ETF | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-10-22 | 2025-10-14 | 8 | Spouse | UNPUnion Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Member | CMCSAComcast Corporation - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Member | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Spouse | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Spouse | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-08-04 | 10 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-31 | 2025-07-22 | 9 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-31 | 2025-07-22 | 9 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2025-07-31 | 2025-07-22 | 9 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | CSCOCisco Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | JNJJohnson & Johnson Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | JPMJP Morgan Chase & Co. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | KVUEKenvue Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | WMTWalmart Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | AAPLApple Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | MCDMcDonald's Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | PGProcter & Gamble Company | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | HDHome Depot, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-16 | 28 | Joint | VVisa Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-03 | 2024-09-25 | 281 ·>45 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-09-25 | 281 ·>45 | Spouse | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | HSYThe Hershey Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | CMCSAComcast Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | GDGeneral Dynamics Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | WMTWalmart Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | CBChubb Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | Fidelity Advisor Total Bond CL Z | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-08-07 | 330 ·>45 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-01-30 | 520 ·>45 | Joint | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-01-30 | 520 ·>45 | Joint | SBUXStarbucks Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-01-30 | 520 ·>45 | Joint | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2024-01-30 | 520 ·>45 | Joint | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-06-02 | 2025-04-21 | 42 | Spouse | UNPUnion Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-17 | 2025-04-10 | 7 | Joint | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2025-04-11 | 2025-03-27 | 15 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-27 | 15 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-03-18 | 2025-02-26 | 20 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-03-18 | 2025-02-26 | 20 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-02-26 | 20 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-02-19 | 27 | Spouse | Fidelity Advisor Total Bond CL Z | Purchase | $800.00 | Clerk → |
| 2025-03-18 | 2025-02-19 | 27 | Member | Fidelity Advisor Total Bond CL Z | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-02-19 | 27 | Member | Fidelity Advisor Total Bond CL Z | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-02-18 | 28 | Spouse | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-02-18 | 28 | Member | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-02-18 | 28 | Member | LMTLockheed Martin Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-03-18 | 2025-01-28 | 49 ·>45 | Member | COSTCostco Wholesale Corporation - Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2025-03-18 | 2025-01-28 | 49 ·>45 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-18 | 2025-01-28 | 49 ·>45 | Member | COSTCostco Wholesale Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-23 | 2025-02-07 | 16 | Joint | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | $1,000,001 - $5,000,000 | Clerk → |
| 2025-02-23 | 2025-02-06 | 17 | Joint | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-10-15 | 2024-09-25 | 20 | Member | ITWIllinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-15 | 2024-09-25 | 20 | Member | ITWIllinois Tool Works Inc. Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-10-15 | 2024-09-24 | 21 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-15 | 2024-09-24 | 21 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-14 | 6 | Spouse | SBUXStarbucks Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-14 | 6 | Joint | SBUXStarbucks Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-14 | 6 | Member | SBUXStarbucks Corporation - Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2024-08-20 | 2024-08-14 | 6 | Member | SBUXStarbucks Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | HSYThe Hershey Company Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | JNJJohnson & Johnson Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | CBChubb Limited Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | GDGeneral Dynamics Corporation Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | SBUXStarbucks Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-07 | 13 | Member | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | LORD ABBETT ULTRA SHORT BOND CL I | Sale | $100,001 - $250,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | ISHARES CORE S&P SMALL CAP E | Sale | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | INVESCO QQQ TR UNIT SER 1 | Sale | $100,001 - $250,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | COSTCostco Wholesale Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | FIDELITY NASDAQ COMPOSITE INDEX ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | Lord Abbott Ultra Short Bond CL I | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | FIDELITY FLOATING HIGH RATE INCOME | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | PFEPfizer, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | CSCOCisco Systems, Inc. - Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | ISHARES TRUST CORE DIVID GWTH | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | ISHARES CORE S&P 500 ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | WMTWalmart Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | KVUEKenvue Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | FIDELITY CONTRAFUND | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | NEENextEra Energy, Inc. Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Member | Discover Financial Services Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | FIDELITY QUALITY FACTOR ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-06 | 14 | Spouse | ISHARES CORE S&P SMALL CAP E | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | GDGeneral Dynamics Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | HSYThe Hershey Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-02 | 18 | Member | CBChubb Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | NEENextEra Energy, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | Lord Abbott Ultra Short Bond CL I | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | PFEPfizer, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | COSTCostco Wholesale Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | KVUEKenvue Inc. Common Stock | Sale | $447.03 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | IShares Core S&P Small Cap E | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | FIDELITY MID CAP STOCK | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | LMTLockheed Martin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | Discover Financial Services Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | INVESCO QQQ TR UNIT SER 1 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | CSCOCisco Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-20 | 2024-08-01 | 19 | Member | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-06-02 | 2024-05-08 | 25 | Joint | The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-04-23 | 2024-04-09 | 14 | Joint | BRP Group, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-04-23 | 2024-03-21 | 33 | Joint | BRP Group, Inc. - Class A Common Stock | Sale (partial) | $1,000,001 - $5,000,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | UPSUnited Parcel Service, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | PEPPepsico, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | WMTWalmart Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | HDHome Depot, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | PGProcter & Gamble Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | iShares Core S&P Small-Cap ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | CSCOCisco Systems, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | MCDMcDonald's Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | Fidelity Mid-Cap Stock Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | JPMJP Morgan Chase & Co. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | SBUXStarbucks Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | VVisa Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | JNJJohnson & Johnson | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-12 | 2023-09-11 | 31 | Joint | Fidelity Money Market Fund - Premium Class | Sale | $50,001 - $100,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2022 report.
115 assets with a value on the report filed 2023-07-29, 71 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of Central Florida Checking Accounts | Other | Joint | $100,001 - $250,000 |
| Vanguard 500 Index Fund | Fund | Member | $15,001 - $50,000 |
| BRP Group, Inc. - Class A | Stock | Member | $5,000,001 - $25,000,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | $50,001 - $100,000 |
| AAPLApple Inc. | Stock | Joint | $50,001 - $100,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Joint | $100,001 - $250,000 |
| CSCOCisco Systems, Inc. | Stock | Joint | $50,001 - $100,000 |
| CMCSAComcast Corporation - Class A | Stock | Joint | $50,001 - $100,000 |
| Discover Financial Services | Stock | Joint | $15,001 - $50,000 |
| FDIC Bank Deposit Sweep Not Covered by SIP | Other | Joint | $250,001 - $500,000 |
| FIDZX | Fund | Joint | None |
| FMCSX | Fund | Joint | $50,001 - $100,000 |
| HDHome Depot, Inc. | Stock | Joint | $15,001 - $50,000 |
| IJR | Fund | Joint | $50,001 - $100,000 |
| JNJJohnson & Johnson | Stock | Joint | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. | Stock | Joint | $100,001 - $250,000 |
| MCDMcDonald's Corporation | Stock | Joint | $15,001 - $50,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Joint | $15,001 - $50,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $100,001 - $250,000 |
| NEENextEra Energy, Inc. | Stock | Joint | $15,001 - $50,000 |
| PEPPepsico, Inc. | Stock | Joint | $15,001 - $50,000 |
| PFEPfizer, Inc. | Stock | Joint | $15,001 - $50,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Joint | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Joint | $15,001 - $50,000 |
| QQQ | Fund | Joint | $50,001 - $100,000 |
| SBUXStarbucks Corporation | Stock | Joint | $100,001 - $250,000 |
| UPSUnited Parcel Service, Inc. | Stock | Joint | $50,001 - $100,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | $15,001 - $50,000 |
| VZVerizon Communications Inc. | Stock | Joint | $50,001 - $100,000 |
| VVisa Inc. | Stock | Joint | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Joint | $50,001 - $100,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $1,001 - $15,000 |
| AEPAmerican Electric Power Company, Inc. | Stock | Member | None |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| DGRO | Fund | Spouse | $1,001 - $15,000 |
| Discover Financial Services | Stock | Member | $1,001 - $15,000 |
| FBKWX | Fund | Member | None |
| FCNTX | Fund | Spouse | $1,001 - $15,000 |
| FDIC Bank Deposit Sweep Not Covered by SIP | Other | Member | $1,001 - $15,000 |
| FDIC Bank Deposit Sweep Not Covered by SIP | Other | Spouse | $1,001 - $15,000 |
| FIDZX | Fund | Member | None |
| FIDZX | Fund | Spouse | None |
| FMCSX | Fund | Spouse | $1,001 - $15,000 |
| FMCSX | Fund | Member | $1,001 - $15,000 |
| FQAL | Fund | Spouse | $1,001 - $15,000 |
| FSKAX | Fund | Member | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Member | $1,001 - $15,000 |
| IJR | Fund | Member | $1,001 - $15,000 |
| IJR | Fund | Spouse | $1,001 - $15,000 |
| IVV | Fund | Spouse | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| LUBYX | Fund | Member | $15,001 - $50,000 |
| LUBYX | Fund | Spouse | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| ONEQ | Fund | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Member | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| QQQ | Fund | Member | $1,001 - $15,000 |
| SHYG | Fund | Member | None |
| SBUXStarbucks Corporation | Stock | Member | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Member | $1,001 - $15,000 |
| VVisa Inc. | Stock | Member | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Member | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $50,001 - $100,000 |
| AEPAmerican Electric Power Company, Inc. | Stock | Member | None |
| AAPLApple Inc. | Stock | Member | $50,001 - $100,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $50,001 - $100,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $50,001 - $100,000 |
| Discover Financial Services | Stock | Member | $50,001 - $100,000 |
| FBKWX | Fund | Member | None |
| FDIC Bank Deposit Sweep Not Covered by SIP | Other | Member | $100,001 - $250,000 |
| FIDZX | Fund | Member | $100,001 - $250,000 |
| FMCSX | Fund | Member | $50,001 - $100,000 |
| FSKAX | Fund | Member | $50,001 - $100,000 |
| HDHome Depot, Inc. | Stock | Member | $50,001 - $100,000 |
| IJR | Fund | Member | $50,001 - $100,000 |
| JNJJohnson & Johnson | Stock | Member | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $50,001 - $100,000 |
| LMTLockheed Martin Corporation | Stock | Member | $50,001 - $100,000 |
| LUBYX | Fund | Member | $100,001 - $250,000 |
| MCDMcDonald's Corporation | Stock | Member | $50,001 - $100,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $50,001 - $100,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Member | $50,001 - $100,000 |
| MSFTMicrosoft Corporation | Stock | Member | $50,001 - $100,000 |
| NEENextEra Energy, Inc. | Stock | Member | $50,001 - $100,000 |
| PEPPepsico, Inc. | Stock | Member | $50,001 - $100,000 |
| PFEPfizer, Inc. | Stock | Member | $50,001 - $100,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Member | $50,001 - $100,000 |
| PGProcter & Gamble Company | Stock | Member | $50,001 - $100,000 |
| QQQ | Fund | Member | $50,001 - $100,000 |
| SHYG | Fund | Member | None |
| SBUXStarbucks Corporation | Stock | Member | $50,001 - $100,000 |
| UPSUnited Parcel Service, Inc. | Stock | Member | $50,001 - $100,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $50,001 - $100,000 |
| VZVerizon Communications Inc. | Stock | Member | $15,001 - $50,000 |
| VVisa Inc. | Stock | Member | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Member | $50,001 - $100,000 |
| OK3 Capital Holdings, LLC | Other | Member | $1,001 - $15,000 |
| OK3 Properties, LLC | Other | Member | $1,000,001 - $5,000,000 |
| OK3 Properties, LLC | Other | Member | $1,000,001 - $5,000,000 |
| Pacific Life VUL Policy | Other | Spouse | $15,001 - $50,000 |
| PruLife Custom Premier Life Insurance Policy | Other | Member | $50,001 - $100,000 |
How reports are read: holdings methodology.