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
WWD — Woodward, Inc. (WWD) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

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

Sep 22, 2021Sep 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.

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