Democrat · House FL21
Wikipedia biography ↗Years Elected: About 13.7Rank: #100
Federal elected service; earlier service not yet verified.
2.16%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.44 percentage points
2025-09-15 – 2026-09-15
16.34%
Cumulative estimated return
SPY: 70.83%
Outperformance: -54.49 percentage points
2023-09-15 – 2026-09-15
17.58%
Cumulative estimated return
SPY: 69.11%
Outperformance: -51.53 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 571 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PRU | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $119.31Sep 15, 2026 | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 33.86443860375715176261317083 | 6549.38 |
| A.O. Smith Corporation (AOS) [ST] | not_reported | 25.7876656343284659418495610 | 1475.57 |
| Avery Dennison Corporation (AVY) [ST] | not_reported | 0.01464762756828571829612356 | 2.51 |
| Booz Allen Hamilton Holding Corporation (BAH) [ST] | not_reported | 5.08021911605267714404922513 | 406.72 |
| Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | not_reported | 20.92411029456637501587754692 | 7909.31 |
| Caseys General Stores, Inc. (CASY) [ST] | not_reported | 2.58311150004428848990660570 | 1516.65 |
| The Cigna Group (CI) [ST] | not_reported | 12.7157987024566565823950546 | 3673.59 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 12.7782545888243049738854895 | 312.04 |
| Americold Realty Trust, Inc. (COLD) [ST] | not_reported | 39.2050849084148863838223794 | 587.29 |
| Diageo plc (DEO) [ST] | not_reported | 84.93749271726504350328413905 | 7372.57 |
| Duke Energy Corporation (DUK) [ST] | not_reported | 75.52511326125281040977774022 | 8894.59 |
| Morgan Stanley IRA - X142 ⇒ Huntsman Corporation (HUN) [ST] | not_reported | 318.2378679395385839299920446 | 2934.15 |
| Hexcel Corporation (HXL) [ST] | not_reported | 8.1883809900263282347377411 | 748.09 |
| LKQ Corporation (LKQ) [ST] | not_reported | 128.7319775973145345411077374 | 3012.33 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 5.56431585166092997829470870 | 1082.87 |
| NiSource Inc (NI) [ST] | not_reported | 11.0412925895843691565310868 | 448.17 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 72.89978594039066845858107732 | 23562.67 |
| SS&C Technologies Holdings, Inc. (SSNC) [ST] | not_reported | 10.1202207779826435273686264 | 822.67 |
| W.R. Berkley Corporation (WRB) [ST] | not_reported | 210.7815118151620820571951560 | 15024.51 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
805 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ABBV — Morgan Stanley IRA - X141 ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ACN — Morgan Stanley IRA - X141 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| AON — Morgan Stanley IRA - X141 ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| CB — Morgan Stanley IRA - X141 ⇒ Chubb Limited (CB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| CMCSA — Morgan Stanley IRA - X141 ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| DEO — Morgan Stanley IRA - X141 ⇒ Diageo plc (DEO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| DUK — Morgan Stanley IRA - X141 ⇒ Duke Energy Corporation (DUK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| DD — Morgan Stanley IRA - X141 ⇒ DuPont de Nemours, Inc. (DD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ETN — Morgan Stanley IRA - X141 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| HON — Morgan Stanley IRA - X141 ⇒ Honeywell International Inc. (HON) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ITW — Morgan Stanley IRA - X141 ⇒ Illinois Tool Works Inc. (ITW) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| JPM — Morgan Stanley IRA - X141 ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| KVUE — Morgan Stanley IRA - X141 ⇒ Kenvue Inc. (KVUE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| KKR — Morgan Stanley IRA - X141 ⇒ KKR & Co. Inc. (KKR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| KLAC — Morgan Stanley IRA - X141 ⇒ KLA Corporation (KLAC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| LOW — Morgan Stanley IRA - X141 ⇒ Lowe's Companies, Inc. (LOW) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MAR — Morgan Stanley IRA - X141 ⇒ Marriott International - Class A (MAR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MMC — Morgan Stanley IRA - X141 ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MCK — Morgan Stanley IRA - X141 ⇒ McKesson Corporation (MCK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MS — Morgan Stanley IRA - X141 ⇒ Morgan Stanley (MS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| NDAQ — Morgan Stanley IRA - X141 ⇒ Nasdaq, Inc. (NDAQ) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| NSRGY — Morgan Stanley IRA - X141 ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| NOC — Morgan Stanley IRA - X141 ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| NXPI — Morgan Stanley IRA - X141 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PCAR — Morgan Stanley IRA - X141 ⇒ PACCAR Inc. (PCAR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PEP — Morgan Stanley IRA - X141 ⇒ Pepsico, Inc. (PEP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PXD — Morgan Stanley IRA - X141 ⇒ Pioneer Natural Resources Company (PXD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PGR — Morgan Stanley IRA - X141 ⇒ Progressive Corporation (PGR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| SO — Morgan Stanley IRA - X141 ⇒ Southern Company (SO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| TXN — Morgan Stanley IRA - X141 ⇒ Texas Instruments Incorporated (TXN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| CI — Morgan Stanley IRA - X141 ⇒ The Cigna Group (CI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| TMO — Morgan Stanley IRA - X141 ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| UNP — Morgan Stanley IRA - X141 ⇒ Union Pacific Corporation (UNP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| AOS — Morgan Stanley IRA - X142 ⇒ A.O. Smith Corporation (AOS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| LNT — Morgan Stanley IRA - X142 ⇒ Alliant Energy Corporation (LNT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| COLD — Morgan Stanley IRA - X142 ⇒ Americold Realty Trust, Inc. (COLD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Aug 24, 2020 | Lois Frankel — PTR filed 2020-08-24 Ptr | Not established | Parsed |
| Aug 10, 2020 | Lois Frankel — Annual report filed 2020-08-10 Annual | Dec 31, 2019 | Needs review |
| Jul 24, 2020 | Lois Frankel — PTR filed 2020-07-24 Ptr | Not established | Parsed |
| Jun 28, 2020 | Lois Frankel — PTR filed 2020-06-28 Ptr | Not established | Parsed |
| May 28, 2020 | Lois Frankel — PTR filed 2020-05-28 Ptr | Not established | Needs review |
| Apr 27, 2020 | Lois Frankel — PTR filed 2020-04-27 Ptr | Not established | Parsed |
| Apr 15, 2020 | Lois Frankel — Financial disclosure (X) filed 2020-04-15 Financial | Not established | Parsed |
| Mar 23, 2020 | Lois Frankel — PTR filed 2020-03-23 Ptr | Not established | Parsed |
| Feb 24, 2020 | Lois Frankel — PTR filed 2020-02-24 Ptr | Not established | Parsed |
| Jan 23, 2020 | Lois Frankel — PTR filed 2020-01-23 Ptr | Not established | Parsed |