Elected Trades

All politicians

Lois Frankel

Updated Sep 14, 2026

Democrat · House FL21

Wikipedia biography ↗Years Elected: About 13.7Rank: #101

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

2.08%

Cumulative estimated return

SPY: 14.60%
Outperformance: -12.52 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 53 trades outside the available price history.
  • 89 rows without a saved price.
  • 178 sales exceeding observed holdings (unmatched amount omitted).

3 years

16.42%

Cumulative estimated return

SPY: 70.83%
Outperformance: -54.41 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 53 trades outside the available price history.
  • 89 rows without a saved price.
  • 178 sales exceeding observed holdings (unmatched amount omitted).

5 years

17.71%

Cumulative estimated return

SPY: 69.11%
Outperformance: -51.40 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 53 trades outside the available price history.
  • 89 rows without a saved price.
  • 178 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 571 parsed trades. Ranks use three-year return.

How estimates are calculated

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.

Current holdings

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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
IBMNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
PRUNot reported$15,001 - $50,000UnavailableUnavailable$117.04Sep 16, 2026Unavailable
XOMNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MSFTNot reported$100,001 - $250,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable

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.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Accenture plc Class A Ordinary Shares (ACN) [ST]not_reported33.864438603757151762613170836549.38
A.O. Smith Corporation (AOS) [ST]not_reported25.78766563432846594184956101475.57
Avery Dennison Corporation (AVY) [ST]not_reported0.014647627568285718296123562.51
Booz Allen Hamilton Holding Corporation (BAH) [ST]not_reported5.08021911605267714404922513406.72
Bio-Rad Laboratories, Inc. Class A (BIO) [ST]not_reported20.924110294566375015877546927909.31
Caseys General Stores, Inc. (CASY) [ST]not_reported2.583111500044288489906605701516.65
The Cigna Group (CI) [ST]not_reported12.71579870245665658239505463673.59
Comcast Corporation - Class A (CMCSA) [ST]not_reported12.7782545888243049738854895312.04
Americold Realty Trust, Inc. (COLD) [ST]not_reported39.2050849084148863838223794587.29
Diageo plc (DEO) [ST]not_reported84.937492717265043503284139057372.57
Duke Energy Corporation (DUK) [ST]not_reported75.525113261252810409777740228894.59
Morgan Stanley IRA - X142 ⇒ Huntsman Corporation (HUN) [ST]not_reported318.23786793953858392999204462934.15
Hexcel Corporation (HXL) [ST]not_reported8.1883809900263282347377411748.09
LKQ Corporation (LKQ) [ST]not_reported128.73197759731453454110773743012.33
Lowe's Companies, Inc. (LOW) [ST]not_reported5.564315851660929978294708701082.87
NiSource Inc (NI) [ST]not_reported11.0412925895843691565310868448.17
Sherwin-Williams Company (SHW) [ST]not_reported72.8997859403906684585810773223562.67
SS&C Technologies Holdings, Inc. (SSNC) [ST]not_reported10.1202207779826435273686264822.67
W.R. Berkley Corporation (WRB) [ST]not_reported210.781511815162082057195156015024.51
Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST]not_reported66.4824663453548279873691208211256.81

Completed trades

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

801 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 90 · Annual
not_reported · P · $1,001 - $15,000

Sep 7, 2022Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Sep 7, 2022Sep 12, 2026
CL — Colgate-Palmolive Company (CL) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Sep 7, 2022Sep 12, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Sep 7, 2022Sep 12, 2026
KLAC — KLA Corporation (KLAC) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · P · $1,001 - $15,000

Sep 7, 2022Sep 12, 2026
LOW — Lowe's Companies, Inc. (LOW) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
not_reported · P · $1,001 - $15,000

Sep 7, 2022Sep 12, 2026
TGT — Target Corporation (TGT) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · P · $1,001 - $15,000

Sep 7, 2022Sep 12, 2026
CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Annual
not_reported · S (partial) · $1,001 - $15,000

Aug 10, 2022Sep 14, 2026
TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 89 · Annual
not_reported · P · $1,001 - $15,000

Aug 10, 2022Sep 14, 2026
CL — Colgate-Palmolive Company (CL) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Aug 10, 2022Sep 12, 2026
TGT — Target Corporation (TGT) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
not_reported · P · $1,001 - $15,000

Aug 10, 2022Sep 12, 2026
GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Annual
not_reported · P · $1,001 - $15,000

Aug 3, 2022Sep 14, 2026
NOC — Morgan Stanley IRA - X141 ⇒ Northrop Grumman Corporation (NOC) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 66 · Annual
not_reported · S (partial) · $1,001 - $15,000

Aug 3, 2022Sep 14, 2026
GD — General Dynamics Corporation (GD) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
not_reported · P · $1,001 - $15,000

Aug 3, 2022Sep 12, 2026
NOC — Northrop Grumman Corporation (NOC) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Aug 3, 2022Sep 12, 2026
ARE — Real estate (see the original disclosure)Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 97 · Annual
not_reported · P · $1,001 - $15,000

Jul 28, 2022Sep 14, 2026
BURL — Morgan Stanley IRA - X142 ⇒ Burlington Stores, Inc. (BURL) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 107 · Annual
not_reported · S · $1,001 - $15,000

Jul 28, 2022Sep 14, 2026
ZBH — Morgan Stanley IRA - X142 ⇒ Zimmer Biomet Holdings, Inc. (ZBH) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 155 · Annual
not_reported · S · $1,001 - $15,000

Jul 28, 2022Sep 14, 2026
ARE — Real estate (see the original disclosure)Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
not_reported · P · $1,001 - $15,000

Jul 28, 2022Sep 12, 2026
BURL — Burlington Stores, Inc. (BURL) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
not_reported · S · $1,001 - $15,000

Jul 28, 2022Sep 12, 2026
ZBH — Zimmer Biomet Holdings, Inc. (ZBH) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
not_reported · S · $1,001 - $15,000

Jul 28, 2022Sep 12, 2026
GXO — Morgan Stanley IRA - X142 ⇒ GXO Logistics, Inc. (GXO) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 124 · Annual
not_reported · S · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
GXO — GXO Logistics, Inc. (GXO) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · S · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
LKQ — Morgan Stanley IRA - X142 ⇒ LKQ Corporation (LKQ) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 139 · Annual
not_reported · P · $1,001 - $15,000

Jul 25, 2022Sep 14, 2026
LKQ — LKQ Corporation (LKQ) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
not_reported · P · $1,001 - $15,000

Jul 25, 2022Sep 12, 2026
ADI — Morgan Stanley IRA - X142 ⇒ Analog Devices, Inc. (ADI) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 22, 2022Sep 14, 2026
CBOE — Morgan Stanley IRA - X142 ⇒ Cboe Global Markets, Inc. (CBOE) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 111 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 22, 2022Sep 14, 2026
HUBB — Morgan Stanley IRA - X142 ⇒ Hubbell Inc (HUBB) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 132 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 22, 2022Sep 14, 2026
TT — Morgan Stanley IRA - X142 ⇒ Trane Technologies plc (TT) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 150 · Annual
not_reported · P · $1,001 - $15,000

Jul 22, 2022Sep 14, 2026
ADI — Analog Devices, Inc. (ADI) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 22, 2022Sep 12, 2026
CBOE — Cboe Global Markets, Inc. (CBOE) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 22, 2022Sep 12, 2026
HUBB — Hubbell Inc (HUBB) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 22, 2022Sep 12, 2026
TT — Trane Technologies plc (TT) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
not_reported · P · $1,001 - $15,000

Jul 22, 2022Sep 12, 2026
CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 21, 2022Sep 14, 2026
CL — Colgate-Palmolive Company (CL) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 21, 2022Sep 12, 2026
COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Annual
not_reported · P · $1,001 - $15,000

Jul 20, 2022Sep 14, 2026
GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Annual
not_reported · P · $1,001 - $15,000

Jul 20, 2022Sep 14, 2026
TT — Morgan Stanley IRA - X141 ⇒ Trane Technologies plc (TT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 94 · Annual
not_reported · S · $1,001 - $15,000

Jul 20, 2022Sep 14, 2026
COP — ConocoPhillips (COP) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · P · $1,001 - $15,000

Jul 20, 2022Sep 12, 2026
GD — General Dynamics Corporation (GD) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
not_reported · P · $1,001 - $15,000

Jul 20, 2022Sep 12, 2026
TT — Trane Technologies plc (TT) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 20, 2022Sep 12, 2026
HPP — Morgan Stanley IRA - X142 ⇒ Hudson Pacific Properties, Inc. (HPP) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 133 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 19, 2022Sep 14, 2026
HPP — Hudson Pacific Properties, Inc. (HPP) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 19, 2022Sep 12, 2026
HPP — Morgan Stanley IRA - X142 ⇒ Hudson Pacific Properties, Inc. (HPP) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 134 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 15, 2022Sep 14, 2026
HPP — Hudson Pacific Properties, Inc. (HPP) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 15, 2022Sep 12, 2026
TT — Morgan Stanley IRA - X141 ⇒ Trane Technologies plc (TT) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 93 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jul 13, 2022Sep 14, 2026
TT — Trane Technologies plc (TT) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 13, 2022Sep 12, 2026
SWK — Morgan Stanley IRA - X141 ⇒ Stanley Black & Decker, Inc. (SWK) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 88 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jun 29, 2022Sep 14, 2026
SWK — Stanley Black & Decker, Inc. (SWK) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jun 29, 2022Sep 12, 2026
AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Annual
not_reported · P · $1,001 - $15,000

Jun 22, 2022Sep 14, 2026

All disclosures

60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 24, 2020Lois Frankel — PTR filed 2020-08-24
Ptr
Not establishedParsed
Aug 10, 2020Lois Frankel — Annual report filed 2020-08-10
Annual
Dec 31, 2019Needs review
Jul 24, 2020Lois Frankel — PTR filed 2020-07-24
Ptr
Not establishedParsed
Jun 28, 2020Lois Frankel — PTR filed 2020-06-28
Ptr
Not establishedParsed
May 28, 2020Lois Frankel — PTR filed 2020-05-28
Ptr
Not establishedNeeds review
Apr 27, 2020Lois Frankel — PTR filed 2020-04-27
Ptr
Not establishedParsed
Apr 15, 2020Lois Frankel — Financial disclosure (X) filed 2020-04-15
Financial
Not establishedParsed
Mar 23, 2020Lois Frankel — PTR filed 2020-03-23
Ptr
Not establishedParsed
Feb 24, 2020Lois Frankel — PTR filed 2020-02-24
Ptr
Not establishedParsed
Jan 23, 2020Lois Frankel — PTR filed 2020-01-23
Ptr
Not establishedParsed