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.

Jan 3, 2013 – Jan 3, 2015
Jan 6, 2015 – Sep 17, 2026

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.

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	$117.04Sep 16, 2026	Unavailable
XOM	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
MSFT	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$490.30Sep 16, 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.

Estimated positions as of Sep 15, 2026

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
Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST]	not_reported	66.48246634535482798736912082	11256.81

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.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
HES — Hess Corporation (HES) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · P · $1,001 - $15,000	Jan 11, 2022	Sep 12, 2026
Not reported — M&T bank Corporation (MTb) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000	Jan 11, 2022	Sep 12, 2026
OLLI — Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · S · $1,001 - $15,000	Jan 11, 2022	Sep 12, 2026
PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 77 · Annual not_reported · P · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
BWXT — Morgan Stanley IRA - X142 ⇒ BWX Technologies, Inc. (BWXT) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 108 · Annual not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
FANG — Morgan Stanley IRA - X142 ⇒ Diamondback Energy, Inc. - Commmon Stock (FANG) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 115 · Annual not_reported · P · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
EXPD — Morgan Stanley IRA - X142 ⇒ Expeditors International of Washington, Inc. (EXPD) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 120 · Annual not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
IT — Morgan Stanley IRA - X142 ⇒ Gartner, Inc. (IT) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 122 · Annual not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
HES — Morgan Stanley IRA - X142 ⇒ Hess Corporation (HES) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 130 · Annual not_reported · P · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
OLLI — Morgan Stanley IRA - X142 ⇒ Ollie's Bargain Outlet Holdings, Inc. (OLLI) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 145 · Annual not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
SEDG — Morgan Stanley IRA - X142 ⇒ SolarEdge Technologies, Inc. (SEDG) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 146 · Annual not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 14, 2026
Not reported — bWX Technologies, Inc. (bWXT) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
FANG — Diamondback Energy, Inc. - Commmon Stock (FANG) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
EXPD — Expeditors International of Washington, Inc. (EXPD) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
IT — Gartner, Inc. (IT) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
HES — Hess Corporation (HES) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · P · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
OLLI — Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
PPG — PPG Industries, Inc. (PPG) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · P · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
SEDG — SolarEdge Technologies, Inc. (SEDG) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jan 10, 2022	Sep 12, 2026
KMB — Morgan Stanley IRA - X141 ⇒ Kimberly-Clark Corporation (KMB) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 15, 2021	Sep 14, 2026
Not reported — Kimberly-Clark Corporation (KMb) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 15, 2021	Sep 12, 2026
BWXT — Morgan Stanley IRA - X142 ⇒ BWX Technologies, Inc. (BWXT) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 90 · Annual not_reported · P · $1,001 - $15,000	Dec 10, 2021	Sep 14, 2026
NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 119 · Annual not_reported · P · $1,001 - $15,000	Dec 10, 2021	Sep 14, 2026
ZBH — Morgan Stanley IRA - X142 ⇒ Zimmer Biomet Holdings, Inc. (ZBH) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 135 · Annual not_reported · P · $1,001 - $15,000	Dec 10, 2021	Sep 14, 2026
Not reported — bWX Technologies, Inc. (bWXT) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Dec 10, 2021	Sep 12, 2026
NSP — Insperity, Inc. (NSP) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000	Dec 10, 2021	Sep 12, 2026
Not reported — Zimmer biomet Holdings, Inc. (ZbH) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · P · $1,001 - $15,000	Dec 10, 2021	Sep 12, 2026
DD — Morgan Stanley IRA - X141 ⇒ DuPont de Nemours, Inc. (DD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Annual not_reported · P · $1,001 - $15,000	Dec 9, 2021	Sep 14, 2026
EPAM — Morgan Stanley IRA - X142 ⇒ EPAM Systems, Inc. (EPAM) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 101 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 9, 2021	Sep 14, 2026
FRC — Morgan Stanley IRA - X142 ⇒ FIRST REPUBLIC BANK (FRC) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 104 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 9, 2021	Sep 14, 2026
DD — DuPont de Nemours, Inc. (DD) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000	Dec 9, 2021	Sep 12, 2026
EPAM — EPAM Systems, Inc. (EPAM) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 9, 2021	Sep 12, 2026
FRC — FIRST REPubLIC bANK (FRC) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 9, 2021	Sep 12, 2026
INTC — Morgan Stanley IRA - X141 ⇒ Intel Corporation (INTC) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 40 · Annual not_reported · S · $1,001 - $15,000	Dec 8, 2021	Sep 14, 2026
INTC — Intel Corporation (INTC) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S · $1,001 - $15,000	Dec 8, 2021	Sep 12, 2026
XRAY — Morgan Stanley IRA - X142 ⇒ DENTSPLY SIRONA Inc. (XRAY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 99 · Annual not_reported · S · $1,001 - $15,000	Dec 5, 2021	Sep 14, 2026
XRAY — DENTSPLY SIRONA Inc. (XRAY) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S · $1,001 - $15,000	Dec 5, 2021	Sep 12, 2026
AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · P · $1,001 - $15,000	Dec 3, 2021	Sep 14, 2026
CB — Morgan Stanley IRA - X141 ⇒ Chubb Limited (CB) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 3, 2021	Sep 14, 2026
INTC — Morgan Stanley IRA - X141 ⇒ Intel Corporation (INTC) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 41 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 3, 2021	Sep 14, 2026
MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Annual not_reported · P · $1,001 - $15,000	Dec 3, 2021	Sep 14, 2026
XRAY — Morgan Stanley IRA - X142 ⇒ DENTSPLY SIRONA Inc. (XRAY) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 98 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 3, 2021	Sep 14, 2026
AXP — American Express Company (AXP) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Dec 3, 2021	Sep 12, 2026
Not reported — Chubb Limited (Cb) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 3, 2021	Sep 12, 2026
XRAY — DENTSPLY SIRONA Inc. (XRAY) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 3, 2021	Sep 12, 2026
INTC — Intel Corporation (INTC) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 3, 2021	Sep 12, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · P · $1,001 - $15,000	Dec 3, 2021	Sep 12, 2026
DD — Morgan Stanley IRA - X141 ⇒ DuPont de Nemours, Inc. (DD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 29 · Annual not_reported · P · $1,001 - $15,000	Nov 18, 2021	Sep 14, 2026
NDAQ — Morgan Stanley IRA - X141 ⇒ Nasdaq, Inc. (NDAQ) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 55 · Annual not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 56 · Annual not_reported · S (partial) · $1,001 - $15,000	Nov 18, 2021	Sep 14, 2026
DD — DuPont de Nemours, Inc. (DD) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000	Nov 18, 2021	Sep 12, 2026

All disclosures

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