Democrat · House FL21
Wikipedia biography ↗Years Elected: About 13.7Rank: #100
Federal elected service; earlier service not yet verified.
2.16%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.44 percentage points
2025-09-15 – 2026-09-15
16.34%
Cumulative estimated return
SPY: 70.83%
Outperformance: -54.49 percentage points
2023-09-15 – 2026-09-15
17.58%
Cumulative estimated return
SPY: 69.11%
Outperformance: -51.53 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 571 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.
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.
| 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 |
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. | ||||||
805 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| UI — Ubiquiti Inc. (UI) [ST] | Not reported | Sale | May 3, 2023 | Sep 12, 2026 |
| BSX — Morgan Stanley IRA - X142 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 137 · Annual | May 1, 2023 | Sep 14, 2026 |
| WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 1, 2023 | Sep 14, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | May 1, 2023 | Sep 12, 2026 |
| WRB — W.R. Berkley Corporation (WRB) [ST] | Not reported | Purchase | May 1, 2023 | Sep 12, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 26, 2023 | Sep 14, 2026 |
| PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual | Apr 26, 2023 | Sep 14, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| PPG — PPG Industries, Inc. (PPG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Apr 26, 2023 | Sep 12, 2026 |
| CRL — Morgan Stanley IRA - X142 ⇒ Charles River Laboratories International, Inc. (CRL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 25, 2023 | Sep 14, 2026 |
| CRL — Charles River Laboratories International, Inc. (CRL) [ST] | Not reported | Purchase | Apr 25, 2023 | Sep 12, 2026 |
| HES — Morgan Stanley IRA - X142 ⇒ Hess Corporation (HES) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 170 · Annual | Apr 24, 2023 | Sep 14, 2026 |
| HSY — Morgan Stanley IRA - X142 ⇒ The Hershey Company (HSY) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 207 · Annual | Apr 24, 2023 | Sep 14, 2026 |
| VNT — Morgan Stanley IRA - X142 ⇒ Vontier Corporation (VNT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 214 · Annual | Apr 24, 2023 | Sep 14, 2026 |
| HES — Hess Corporation (HES) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Apr 24, 2023 | Sep 12, 2026 |
| HSY — The Hershey Company (HSY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | Apr 24, 2023 | Sep 12, 2026 |
| VNT — Vontier Corporation (VNT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr | Apr 24, 2023 | Sep 12, 2026 |
| BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual | Apr 19, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual | Apr 19, 2023 | Sep 14, 2026 |
| EPAM — Morgan Stanley IRA - X142 ⇒ EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 152 · Annual | Apr 19, 2023 | Sep 14, 2026 |
| IT — Morgan Stanley IRA - X142 ⇒ Gartner, Inc. (IT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 163 · Annual | Apr 19, 2023 | Sep 14, 2026 |
| UI — Morgan Stanley IRA - X142 ⇒ Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 211 · Annual | Apr 19, 2023 | Sep 14, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| EPAM — EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| IT — Gartner, Inc. (IT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Purchase | Apr 19, 2023 | Sep 12, 2026 |
| PPG — PPG Industries, Inc. (PPG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| UI — Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| CI — Morgan Stanley IRA - X141 ⇒ The Cigna Group (CI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 5, 2023 | Sep 14, 2026 |
| CI — The Cigna Group (CI) [ST] | Not reported | Purchase | Apr 5, 2023 | Sep 12, 2026 |
| AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 29, 2023 | Sep 14, 2026 |
| BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual | Mar 29, 2023 | Sep 14, 2026 |
| AXP — American Express Company (AXP) [ST] | Not reported | Purchase | Mar 29, 2023 | Sep 12, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Mar 29, 2023 | Sep 12, 2026 |
| COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 22, 2023 | Sep 14, 2026 |
| ITW — Morgan Stanley IRA - X141 ⇒ Illinois Tool Works Inc. (ITW) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual | Mar 22, 2023 | Sep 14, 2026 |
| JPM — Morgan Stanley IRA - X141 ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 22, 2023 | Sep 14, 2026 |
| PGR — Morgan Stanley IRA - X141 ⇒ Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual | Mar 22, 2023 | Sep 14, 2026 |
| COP — ConocoPhillips (COP) [ST] | Not reported | Purchase | Mar 22, 2023 | Sep 12, 2026 |
| ITW — Illinois Tool Works Inc. (ITW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Mar 22, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | Purchase | Mar 22, 2023 | Sep 12, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | Mar 22, 2023 | Sep 12, 2026 |
| BOH — Morgan Stanley IRA - X142 ⇒ Bank of Hawaii Corporation (BOH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 20, 2023 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 167 · Annual | Mar 20, 2023 | Sep 14, 2026 |
| BOH — Bank of Hawaii Corporation (BOH) [ST] | Not reported | Sale | Mar 20, 2023 | Sep 12, 2026 |
| HAL — Halliburton Company (HAL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Mar 20, 2023 | Sep 12, 2026 |
| FRC — Morgan Stanley IRA - X142 ⇒ FIRST REPUBLIC BANK (FRC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 16, 2023 | Sep 14, 2026 |
| FLR — Morgan Stanley IRA - X142 ⇒ Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 160 · Annual | Mar 16, 2023 | Sep 14, 2026 |
| ULTA — Morgan Stanley IRA - X142 ⇒ Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 212 · Annual | Mar 16, 2023 | Sep 14, 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 | 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 |