Democrat · House FL21
Wikipedia biography ↗Years Elected: About 13.8Rank: #106
Federal elected service; earlier service not yet verified.
4.14%
Cumulative estimated return
SPY: 13.01%
Outperformance: -8.87 percentage points
2025-10-24 – 2026-10-26
21.81%
Cumulative estimated return
SPY: 85.52%
Outperformance: -63.71 percentage points
2023-10-26 – 2026-10-26
16.45%
Cumulative estimated return
SPY: 67.86%
Outperformance: -51.41 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 602 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.
| 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 | $118.30Nov 2, 2026 | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $179.67Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $507.12Nov 2, 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 |
|---|---|---|---|
| AbbVie Inc. (ABBV) [ST] | not_reported | 55.19809449645300176740360887 | 15827.50 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 33.86443860375715176261317083 | 8372.31 |
| Analog Devices, Inc. (ADI) [ST] | not_reported | 3.69375566311702282415241360 | 1506.79 |
| Autodesk, Inc. (ADSK) [ST] | not_reported | 0.68365957929862624139964835 | 170.54 |
| A.O. Smith Corporation (AOS) [ST] | not_reported | 25.7876656343284659418495610 | 1596.51 |
| Real estate (see the original disclosure) | not_reported | 124.5571643836704927357630489 | 5405.78 |
| Avery Dennison Corporation (AVY) [ST] | not_reported | 0.01464762756828571829612356 | 2.69 |
| American Express Company (AXP) [ST] | not_reported | 52.23528945522004495493576983 | 16456.73 |
| Booz Allen Hamilton Holding Corporation (BAH) [ST] | not_reported | 5.08021911605267714404922513 | 423.49 |
| Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | not_reported | 20.92411029456637501587754692 | 7792.77 |
| Broadridge Financial Solutions, Inc. (BR) [ST] | not_reported | 17.03030063087323735539788606 | 3084.02 |
| Citigroup, Inc. (C) [ST] | not_reported | 118.1264105629366439898691341 | 14298.02 |
| Caseys General Stores, Inc. (CASY) [ST] | not_reported | 2.58311150004428848990660570 | 1818.33 |
| Cboe Global Markets, Inc. (CBOE) [ST] | not_reported | 11.49389493726507448679232908 | 3853.33 |
| The Cigna Group (CI) [ST] | not_reported | 45.0528101409595465221711348 | 13776.25 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 12.7782629244212398848771449 | 281.76 |
| Americold Realty Trust, Inc. (COLD) [ST] | not_reported | 39.2050849084148863838223794 | 572.39 |
| Charles River Laboratories International, Inc. (CRL) [ST] | not_reported | 2.59201754391583258662700743 | 926.05 |
| Dominion Energy, Inc. (D) [ST] | not_reported | 261.6233127823681241643536046 | 17031.68 |
| DuPont de Nemours, Inc. (DD) [ST] | not_reported | 99.87299327976343590814149730 | 13607.70 |
| Expeditors International of Washington, Inc. (EXPD) [ST] | not_reported | 7.25381861836207202544756988 | 1424.87 |
| Diamondback Energy, Inc. (FANG) [ST] | not_reported | 7.21634280104257828799818107 | 1494.72 |
| Morgan Stanley IRA - X142 ⇒ First Hawaiian, Inc. (FHB) [ST] | not_reported | 277.3136915077989601386481802 | 7027.13 |
| General Dynamics Corporation (GD) [ST] | not_reported | 34.26205234118876532818624672 | 12232.92 |
| Morgan Stanley IRA - X142 ⇒ Huntington Bancshares Incorporated (HBAN) [ST] | not_reported | 530.5371352785145888594164456 | 8345.35 |
| Henry Schein, Inc. (HSIC) [ST] | not_reported | 1.9100958171515884637422805 | 161.42 |
| Morgan Stanley IRA - X142 ⇒ Huntsman Corporation (HUN) [ST] | not_reported | 318.2378679395385839299920446 | 2829.13 |
| Hexcel Corporation (HXL) [ST] | not_reported | 8.1883809900263282347377411 | 652.94 |
| Morgan Stanley IRA - X141 ⇒ Ingersoll-Rand plc (IR) [ST] | not_reported | 218.1161395856052344601962923 | 16254.01 |
| JP Morgan Chase & Co. (JPM) [ST] | not_reported | 79.4707492889557500779136665 | 26546.41 |
| KKR & Co. Inc. (KKR) [ST] | not_reported | 44.9943424522112445631233230 | 4122.38 |
| KLA Corporation (KLAC) [ST] | not_reported | 51.4582098278261390685811295 | 7678.08 |
| Morgan Stanley IRA - X141 ⇒ Kimberly-Clark Corporation (KMB) [ST] | not_reported | 55.97886929750909599776098517 | 6136.96 |
| Kenvue Inc. (KVUE) [ST] | not_reported | 634.9723550872228194686498596 | 12381.96 |
| Morgan Stanley IRA - X141 ⇒ Lear Corporation (LEA) [ST] | not_reported | 58.31268221574344023323615160 | 6797.51 |
| LKQ Corporation (LKQ) [ST] | not_reported | 128.7319775973145345411077374 | 2220.63 |
| Alliant Energy Corporation (LNT) [ST] | not_reported | 135.3090963317763155253434162 | 9403.98 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 5.56431585166092997829470870 | 1102.96 |
| McKesson Corporation (MCK) [ST] | not_reported | 4.62868603373979597406723284 | 4595.68 |
| Morgan Stanley IRA - X142 ⇒ Mohawk Industries, Inc. (MHK) [ST] | not_reported | 58.66329373808476316175392286 | 7236.12 |
| Markel Group Inc. (MKL) [ST] | not_reported | 0.641394379171581066963430699 | 1201.97 |
| Marsh & McLennan Companies, Inc. (MMC) [ST] | not_reported | 7.26846868744276252462821797 | 1415.32 |
| Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 361.8553823249658823042884910 | 192724.18 |
| NiSource Inc (NI) [ST] | not_reported | 11.0412925895843691565310868 | 479.63 |
| PACCAR Inc. (PCAR) [ST] | not_reported | 98.34704356296005212050178151 | 10264.48 |
| Pfizer, Inc. (PFE) [ST] | not_reported | 324.9603287049142088609899309 | 9680.57 |
| ProLogis, Inc. (PLD) [ST] | not_reported | 63.2415681229536985143918329 | 7988.04 |
| PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 56.47971291976260157660880059 | 12755.38 |
| Prudential Financial, Inc. (PRU) [ST] | not_reported | 287.9208008504606661941885188 | 33338.35 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 39.66959820156362077624181831 | 13295.66 |
| SS&C Technologies Holdings, Inc. (SSNC) [ST] | not_reported | 10.1202207779826435273686264 | 829.96 |
| Morgan Stanley IRA - X141 ⇒ Suncor Energy Inc. (SU) [ST] | not_reported | 243.9176829268292682926829268 | 19386.58 |
| TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | not_reported | 0.15699506288743316138297237 | 33.57 |
| Target Corporation (TGT) [ST] | not_reported | 108.5451850735155270882729634 | 16122.22 |
| Trane Technologies plc (TT) [ST] | not_reported | 8.74783187646258840152856093 | 3980.53 |
| Morgan Stanley IRA - X142 ⇒ United Bankshares, Inc. (UBSI) [ST] | not_reported | 206.9451629591308846352819452 | 10123.76 |
| Union Pacific Corporation (UNP) [ST] | not_reported | 0.86284965743315624587726603 | 256.24 |
| Morgan Stanley IRA - X141 ⇒ Wells Fargo & Company (WFC) [ST] | not_reported | 148.7081784386617100371747212 | 12290.73 |
| W.R. Berkley Corporation (WRB) [ST] | not_reported | 424.5081370898167555830824142 | 31324.46 |
| Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 66.48246634535482798736912082 | 12268.67 |
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. Unreconciled 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. | ||||||
786 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| MCK — McKesson Corporation (MCK) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 64 · Ptr Original ↗ · Row 65 · Ptr | Sep 8, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| NDAQ — Nasdaq, Inc. (NDAQ) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| NSA — National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| NSC — Norfolk Southern Corporation (NSC) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| NXPI — NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PCAR — PACCAR Inc. (PCAR) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| POR — Portland General Electric Co (POR) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| RGLD — Royal Gold, Inc. (RGLD) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| SO — Southern Company (SO) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| SSNC — SS&C Technologies Holdings, Inc. (SSNC) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| SUI — Sun Communities, Inc. (SUI) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| CI — The Cigna Group (CI) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| HSY — The Hershey Company (HSY) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| VNT — Vontier Corporation (VNT) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| WRB — W.R. Berkley Corporation (WRB) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| WAT — Waters Corporation (WAT) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| WSO — Watsco, Inc. (WSO) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| XEL — Xcel Energy Inc. (XEL) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| PCAR — Morgan Stanley IRA - X141 ⇒ PACCAR Inc. (PCAR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 7, 2023 | Sep 14, 2026 |
| PCAR — PACCAR Inc. (PCAR) [ST] | Not reported | Purchase | Sep 7, 2023 | Sep 12, 2026 |
| ABBV — Morgan Stanley IRA - X141 ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 6, 2023 | Sep 14, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual | Sep 6, 2023 | Sep 14, 2026 |
| MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual | Sep 6, 2023 | Sep 14, 2026 |
| PCAR — Morgan Stanley IRA - X141 ⇒ PACCAR Inc. (PCAR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 6, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Purchase | Sep 6, 2023 | Sep 12, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Ptr | Sep 6, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 66 · Ptr | Sep 6, 2023 | Sep 12, 2026 |
| PCAR — PACCAR Inc. (PCAR) [ST] | Not reported | Purchase | Sep 6, 2023 | Sep 12, 2026 |
| DG — Morgan Stanley IRA - X142 ⇒ Dollar General Corporation (DG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 1, 2023 | Sep 14, 2026 |
| DG — Dollar General Corporation (DG) [ST] | Not reported | Sale | Sep 1, 2023 | Sep 12, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual | Aug 31, 2023 | Sep 14, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Ptr | Aug 31, 2023 | Sep 12, 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 | Parsed |
| 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 |