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Congress
Laurel Lee
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| TAL Holdings, 100% Interest [OL] | $1M – $5M |
| JP Morgan SEP ⇒ Apple Inc. (AAPL) [ST] | $1M – $5M |
| Golden Touch Fund I, LLC [HE] | $500K – $1M |
| JP Morgan SEP ⇒ Bank of America Corporation (BAC) [ST] | $250K – $500K |
| JP Morgan SEP ⇒ Meta Platforms, Inc. - Class A (META) [ST] | $250K – $500K |
| Lithia Properties, Inc. ⇒ Lithia Center [RP] | $250K – $500K |
| Tampa Bay Banking Company [PS] | $100K – $250K |
| Truist Checking [BA] | $100K – $250K |
| USAA Checking Account [BA] | $100K – $250K |
| Charles Schwab 401K ⇒ General Electric Company (GE) [ST] | $100K – $250K |
| JP Morgan SEP ⇒ Bank of America Corp 7% Cumulative Redeemable Preferred Stock (BACRP) [ST] | $100K – $250K |
| JP Morgan SEP ⇒ Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF (CGMS) [EF] | $100K – $250K |
| JP Morgan SEP ⇒ Cash [BA] | $100K – $250K |
| JP Morgan SEP ⇒ Invesco Senior Loan ETF (BKLN) [EF] | $100K – $250K |
| JP Morgan SEP ⇒ iShares Broad USD High Yield Corporate Bond ETF (USHY) [EF] | $100K – $250K |
| JP Morgan SEP ⇒ Schwab Value Advantage Money Fund Ultra Shares (SNAXX) [MF] | $100K – $250K |
| JP Morgan SEP ⇒ BlackRock Credit Allocation Income Trust (BTZ) [MF] | $100K – $250K |
| JP Morgan SEP ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | $100K – $250K |
| Bank of Tampa Checking [BA] | $50K – $100K |
| Truist Savings Account [BA] | $50K – $100K |
| Charles Schwab 401K ⇒ Bank of America Corporation (BAC) [ST] | $50K – $100K |
| Charles Schwab Account LML ⇒ JP Morgan Chase & Co. (JPM) [ST] | $50K – $100K |
| JP Morgan SEP ⇒ AT&T Inc. (T) [ST] | $50K – $100K |
| JP Morgan SEP ⇒ Global X Russell 2000 Covered Call ETF (RYLD) [EF] | $50K – $100K |
| JP Morgan SEP ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $50K – $100K |
| JP Morgan SEP ⇒ JPM Liquid Asset Fund (PJLXX) [BA] | $50K – $100K |
| JP Morgan SEP ⇒ Nutrien Ltd. Common Shares (NTR) [ST] | $50K – $100K |
| JP Morgan SEP ⇒ QUALCOMM Incorporated (QCOM) [ST] | $50K – $100K |
| TuHURA Biosciences, Inc. - Common Stock (HURA) [ST] | $15K – $50K |
| Charles Schwab 401K ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | $15K – $50K |
| Charles Schwab 401K ⇒ Boeing Company (BA) [ST] | $15K – $50K |
| Charles Schwab 401K ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | $15K – $50K |
| Charles Schwab 401K ⇒ Wells Fargo & Company (WFC) [ST] | $15K – $50K |
| Charles Schwab Account LML ⇒ Cash [BA] | $15K – $50K |
| JP Morgan SEP ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $15K – $50K |
| JP Morgan SEP ⇒ General Electric Company (GE) [ST] | $15K – $50K |
| JP Morgan SEP ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | $15K – $50K |
| JP Morgan SEP ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | $15K – $50K |
| Truist Savings FCL [BA] | $1K – $15K |
| Charles Schwab 401K ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Charles Schwab 401K ⇒ Cash [BA] | $1K – $15K |
| Charles Schwab 401K ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | $1K – $15K |
| Charles Schwab 401K ⇒ Intel Corporation (INTC) [ST] | $1K – $15K |
| Charles Schwab 401K ⇒ Nutrien Ltd. Common Shares (NTR) [ST] | $1K – $15K |
| Charles Schwab 401K ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Bank of America Corporation (BAC) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Caterpillar, Inc. (CAT) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Ford Motor Company (F) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Intel Corporation (INTC) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Pfizer, Inc. (PFE) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Individual 529 ⇒ Aged Base Core 11-12 Fund [5F] | $1K – $15K |
| Individual 529 ⇒ Bromwell 529 - Aged Base Core 9-10 Fund [5P] | $1K – $15K |
| JP Morgan SEP ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | $1K – $15K |
| JP Morgan SEP ⇒ TuHURA Biosciences, Inc. - Common Stock (HURA) [ST] | $1K – $15K |
| Charles Schwab Account LML ⇒ Mosaic Company (MOS) [ST] | $1 – $1K |
| State of Florida Pension [DB] | Not specified |
| State of Florida Pension [DB] | Not specified |
| Charles Schwab 401K ⇒ | Not specified |
| Schwab Value Advantage Money Fund (SWVXX) [MF] | Not specified |
| John Hancock 401K ⇒ | Not specified |
| Vanguard 500 Index Fund [MF] | Not specified |
| JP Morgan SEP ⇒ CBRE Global Real Estate Income Fund Common Shares of Beneficial Interest (IGR) [MF] | Not specified |
| JP Morgan SEP ⇒ Invesco Senior Income Trust Common Stock (VVR) [MF] | Not specified |