73% of trades were disclosed within 45 days
The median trade was disclosed 36 days after it was made, and 6 of 22 trades took longer than the STOCK Act deadline.
Laurel Lee (FL-15) disclosed a net worth range between $5.3M and $17.6M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
The median trade was disclosed 36 days after it was made, and 6 of 22 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $5.3M – $17.6M |
| 2024 | 2025-08-12 | $5.9M – $21.9M |
| 2023 | 2025-08-21 | $5.2M – $17.5M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-09-18 | NOKBF ST · NOKIA A SHS (NOKBF) | Buy | SP | $15K - $50K | 2026-10-16 | 28d |
| 2026-08-24 | BAC ST · Bank of America Corporation Common Stock (BAC) | Sell | SP | $50K - $100K | 2026-10-16 | 53d late |
| 2026-07-06 | NOK OP · Nokia Corporation Sponsored American Depositary Shares (NOK) | Sell | SP | $1K - $15K | 2026-07-19 | 13d |
| 2026-07-06 | NOK OP · Nokia Corporation Sponsored American Depositary Shares (NOK) | Sell | SP | $1K - $15K | 2026-07-19 | 13d |
| 2026-06-16 | GE OP · GE Aerospace Common Stock (GE) | Sell | SP | $1K - $15K | 2026-07-19 | 33d |
| 2026-06-02 | BAC ST · Bank of America Corporation Common Stock (BAC) | Sell | SP | $1K - $15K | 2026-07-19 | 47d late |
| 2026-06-02 | NOK ST · Nokia Corporation Sponsored American Depositary Shares (NOK) | Sell | SP | $1K - $15K | 2026-07-19 | 47d late |
| 2026-05-11 | NOK ST · Nokia Corporation Sponsored American Depositary Shares (NOK) | Sell | SP | $15K - $50K | 2026-07-19 | 69d late |
| 2025-07-13 | HURA ST · TuHURA Biosciences, Inc. - Common Stock (HURA) | Buy | SP | $50K - $100K | 2025-08-09 | 27d |
| 2025-05-08 | NVO ST · Novo Nordisk A/S Common Stock (NVO) | Sell | SP | $1K - $15K | 2025-06-22 | 45d |
| 2024-11-29 | WBD ST · Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sell | SP | $1K - $15K | 2025-08-11 | 255d late |
| 2024-11-29 | WBD ST · Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sell | SP | $1K - $15K | 2025-01-07 | 39d |
| 2024-11-25 | HURA ST · TuHURA Biosciences, Inc. - Common Stock (HURA) | Buy | SP | $1K - $15K | 2025-01-07 | 43d |
| 2024-11-08 | GEV ST · GE Vernova Inc. Common Stock (GEV) | Sell | SP | $15K - $50K | 2024-11-21 | 13d |
| 2024-10-21 | PFE ST · Pfizer, Inc. Common Stock (PFE) | Buy | SP | $15K - $50K | 2024-11-21 | 31d |
| 2024-10-07 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $15K - $50K | 2024-11-21 | 45d |
| 2024-09-10 | JPM ST · JP Morgan Chase & Co. Common Stock (JPM) | Buy | SP | $50K - $100K | 2024-09-14 | 4d |
| 2024-07-31 | AAPL OP · Apple Inc. - Common Stock (AAPL) | Buy | SP | $15K - $50K | 2024-09-14 | 45d |
| 2024-07-05 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Sell | SP TD Ameritrade Account | $15K - $50K | 2024-08-05 | 31d |
| 2024-07-05 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP TD Ameritrade Account | $15K - $50K | 2024-08-05 | 31d |
| 2023-12-29 | BABA ST · Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sell | SP | $100K - $250K | 2024-01-04 | 6d |
| 2023-12-29 | BABA ST · Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sell | SP | $100K - $250K | 2025-08-11 | 591d late |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +4.2% | -0.4% | +4.7% |
| 1 month | +2.3% | -1.0% | +3.4% |
| 1 quarter | +2.4% | +3.0% | -0.6% |
| Year to date | +32.3% | +11.5% | +20.8% |
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
The assets Laurel Lee itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| JP Morgan SEP ⇒ Apple Inc. (AAPL) | ST |
$5K - $15K
Dividends
|
$1M - $5M |
| TAL Holdings, 100% Interest | OL |
$1 - $200
Interest
|
$1M - $5M |
| Golden Touch Fund I, LLC | HE | — | $500K - $1M |
| JP Morgan SEP ⇒ Bank of America Corporation (BAC) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| JP Morgan SEP ⇒ Meta Platforms, Inc. - Class A (META) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Lithia Properties, Inc. ⇒ Lithia Center | RP |
$5K - $15K
Rent
|
$250K - $500K |
| Charles Schwab 401K ⇒ General Electric Company (GE) | ST |
Tax-Deferred
|
$100K - $250K |
| Charles Schwab 401K ⇒ Schwab Value Advantage Money Fund (SWVXX) | MF |
Tax-Deferred
|
$100K - $250K |
| JP Morgan SEP ⇒ Bank of America Corp 7% Cumulative Redeemable Preferred Stock (BACRP) | ST |
$5K - $15K
Dividends
|
$100K - $250K |
| JP Morgan SEP ⇒ BlackRock Credit Allocation Income Trust (BTZ) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| JP Morgan SEP ⇒ Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF (CGMS) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| JP Morgan SEP ⇒ Cash | BA |
$1 - $200
Interest
|
$100K - $250K |
| JP Morgan SEP ⇒ Invesco Senior Loan ETF (BKLN) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| JP Morgan SEP ⇒ Schwab Value Advantage Money Fund Ultra Shares (SNAXX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| JP Morgan SEP ⇒ iShares Broad USD High Yield Corporate Bond ETF (USHY) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| JP Morgan SEP ⇒ iShares Preferred and Income Securities ETF (PFF) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Tampa Bay Banking Company | PS |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Truist Checking | BA | — | $100K - $250K |
| USAA Checking Account | BA |
$1 - $200
Interest
|
$100K - $250K |
| Bank of Tampa Checking | BA |
$1 - $200
Interest
|
$50K - $100K |
| Charles Schwab 401K ⇒ Bank of America Corporation (BAC) | ST |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab Account LML ⇒ JP Morgan Chase & Co. (JPM) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| JP Morgan SEP ⇒ AT&T Inc. (T) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| JP Morgan SEP ⇒ Global X Russell 2000 Covered Call ETF (RYLD) | EF |
$5K - $15K
Dividends
|
$50K - $100K |
| JP Morgan SEP ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| JP Morgan SEP ⇒ JPM Liquid Asset Fund (PJLXX) | BA |
Tax-Deferred
|
$50K - $100K |
| JP Morgan SEP ⇒ Nutrien Ltd. Common Shares (NTR) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| JP Morgan SEP ⇒ QUALCOMM Incorporated (QCOM) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| John Hancock 401K ⇒ Vanguard 500 Index Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Truist Savings Account | BA |
$1 - $200
Interest
|
$50K - $100K |
| Charles Schwab 401K ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K ⇒ Boeing Company (BA) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K ⇒ Wells Fargo & Company (WFC) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab Account LML ⇒ Cash | BA |
$1 - $200
Interest
|
$15K - $50K |
| JP Morgan SEP ⇒ GE Vernova Inc. Common Stock (GEV) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| JP Morgan SEP ⇒ General Electric Company (GE) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| JP Morgan SEP ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| JP Morgan SEP ⇒ Pfizer, Inc. Common Stock (PFE) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| TuHURA Biosciences, Inc. - Common Stock (HURA) | ST | — | $15K - $50K |
| Charles Schwab 401K ⇒ AT&T Inc. (T) | ST |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab 401K ⇒ Cash | BA |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab 401K ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab 401K ⇒ Intel Corporation (INTC) | ST |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab 401K ⇒ Nutrien Ltd. Common Shares (NTR) | ST |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab 401K ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) | ST |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Bank of America Corporation (BAC) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Caterpillar, Inc. (CAT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Ford Motor Company (F) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Intel Corporation (INTC) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Pfizer, Inc. (PFE) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Procter & Gamble Company (PG) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Individual 529 ⇒ Aged Base Core 11-12 Fund [5F] | — |
Tax-Deferred
|
$1K - $15K |
| Individual 529 ⇒ Bromwell 529 - Aged Base Core 9-10 Fund [5P] | — |
Tax-Deferred
|
$1K - $15K |
| JP Morgan SEP ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| JP Morgan SEP ⇒ TuHURA Biosciences, Inc. - Common Stock (HURA) | ST | — | $1K - $15K |
| Truist Savings FCL | BA |
$1 - $200
Interest
|
$1K - $15K |
| Charles Schwab Account LML ⇒ Mosaic Company (MOS) | ST |
$1 - $200
Dividends
|
$1 - $1K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
The latest annual report lists no liability with a disclosed value bracket.