Lois Frankel

Updated Sep 14, 2026

Democrat · House FL21

Wikipedia biography ↗Years Elected: About 13.7Rank: #100

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2013 – Jan 3, 2015
Jan 6, 2015 – Sep 16, 2026

Estimated public-equity portfolio performance

1 year

2.16%

Cumulative estimated return

SPY: 14.60%
Outperformance: -12.44 percentage points

2025-09-15 – 2026-09-15

Missing information

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

3 years

16.34%

Cumulative estimated return

SPY: 70.83%
Outperformance: -54.49 percentage points

2023-09-15 – 2026-09-15

Missing information

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

5 years

17.58%

Cumulative estimated return

SPY: 69.11%
Outperformance: -51.53 percentage points

2021-09-15 – 2026-09-15

Missing information

53 trades outside the available price history.
97 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	$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.

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

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

805 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
NXPI — NXP Semiconductors N.V. (NXPI) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PLD — ProLogis, Inc. (PLD) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · P · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
BIO — Morgan Stanley IRA - X142 ⇒ Bio-Rad Laboratories, Inc. Class A (BIO) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 134 · Annual not_reported · P · $1,001 - $15,000	Jun 29, 2023	Sep 14, 2026
BIO — Bio-Rad Laboratories, Inc. Class A (BIO) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Jun 29, 2023	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 36 · Annual not_reported · P · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 68 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 86 · Annual not_reported · P · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
TMO — Morgan Stanley IRA - X141 ⇒ Thermo Fisher Scientific Inc (TMO) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 118 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
BIO — Morgan Stanley IRA - X142 ⇒ Bio-Rad Laboratories, Inc. Class A (BIO) [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	Jun 28, 2023	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 142 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
HUBB — Morgan Stanley IRA - X142 ⇒ Hubbell Inc (HUBB) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 173 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
NSC — Morgan Stanley IRA - X142 ⇒ Norfolk Southern Corporation (NSC) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 199 · Annual not_reported · P · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
WSO — Morgan Stanley IRA - X142 ⇒ Watsco, Inc. (WSO) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 222 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 14, 2026
BIO — Bio-Rad Laboratories, Inc. Class A (BIO) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Jun 28, 2023	Sep 12, 2026
BWXT — BWX Technologies, Inc. (BWXT) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 12, 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	Jun 28, 2023	Sep 12, 2026
HUBB — Hubbell Inc (HUBB) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 28, 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 11 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 12, 2026
NSC — Norfolk Southern Corporation (NSC) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000	Jun 28, 2023	Sep 12, 2026
PFE — Pfizer, Inc. (PFE) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · P · $1,001 - $15,000	Jun 28, 2023	Sep 12, 2026
TMO — Thermo Fisher Scientific Inc (TMO) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 12, 2026
WSO — Watsco, Inc. (WSO) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 28, 2023	Sep 12, 2026
COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Annual not_reported · P · $1,001 - $15,000	Jun 21, 2023	Sep 14, 2026
ETN — Morgan Stanley IRA - X141 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 38 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 21, 2023	Sep 14, 2026
COP — ConocoPhillips (COP) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000	Jun 21, 2023	Sep 12, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 21, 2023	Sep 12, 2026
JPM — Morgan Stanley IRA - X141 ⇒ JP Morgan Chase & Co. (JPM) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 53 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 14, 2023	Sep 14, 2026
TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 110 · Annual not_reported · P · $1,001 - $15,000	Jun 14, 2023	Sep 14, 2026
D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Annual not_reported · P · $1,001 - $15,000	Jun 8, 2023	Sep 14, 2026
D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Annual not_reported · P · $1,001 - $15,000	Jun 7, 2023	Sep 14, 2026
SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 107 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 7, 2023	Sep 14, 2026
DG — Morgan Stanley IRA - X142 ⇒ Dollar General Corporation (DG) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 148 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 6, 2023	Sep 14, 2026
ES — Morgan Stanley IRA - X142 ⇒ Eversource Energy (ES) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 153 · Annual not_reported · P · $1,001 - $15,000	Jun 2, 2023	Sep 14, 2026
GL — Morgan Stanley IRA - X142 ⇒ Globe Life Inc. (GL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 165 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 2, 2023	Sep 14, 2026
BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Annual not_reported · S (partial) · $1,001 - $15,000	May 31, 2023	Sep 14, 2026
CI — Morgan Stanley IRA - X141 ⇒ The Cigna Group (CI) [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	May 31, 2023	Sep 14, 2026
ARE — Real estate (see the original disclosure)	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 122 · Annual not_reported · P · $1,001 - $15,000	May 30, 2023	Sep 14, 2026
BSX — Morgan Stanley IRA - X142 ⇒ Boston Scientific Corporation (BSX) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 138 · Annual not_reported · P · $1,001 - $15,000	May 30, 2023	Sep 14, 2026
WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 217 · Annual not_reported · P · $1,001 - $15,000	May 26, 2023	Sep 14, 2026
GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 40 · Annual not_reported · P · $1,001 - $15,000	May 24, 2023	Sep 14, 2026
JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Annual not_reported · S (partial) · $1,001 - $15,000	May 24, 2023	Sep 14, 2026
NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 194 · Annual not_reported · P · $1,001 - $15,000	May 22, 2023	Sep 14, 2026
NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 195 · Annual not_reported · P · $1,001 - $15,000	May 19, 2023	Sep 14, 2026
ARE — Real estate (see the original disclosure)	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 123 · Annual not_reported · P · $1,001 - $15,000	May 16, 2023	Sep 14, 2026
NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 196 · Annual not_reported · P · $1,001 - $15,000	May 16, 2023	Sep 14, 2026
CMCSA — Morgan Stanley IRA - X141 ⇒ Comcast Corporation - Class A (CMCSA) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Annual not_reported · S (partial) · $1,001 - $15,000	May 3, 2023	Sep 14, 2026
PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 100 · Annual not_reported · P · $1,001 - $15,000	May 3, 2023	Sep 14, 2026
UI — Morgan Stanley IRA - X142 ⇒ Ubiquiti Inc. (UI) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 210 · Annual not_reported · S · $1,001 - $15,000	May 3, 2023	Sep 14, 2026
CMCSA — Comcast Corporation - Class A (CMCSA) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $1,001 - $15,000	May 3, 2023	Sep 12, 2026
PLD — ProLogis, Inc. (PLD) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000	May 3, 2023	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