Lois Frankel

Estimate as of Oct 26, 2026

Democrat · House FL21

Wikipedia biography ↗Years Elected: About 13.8Rank: #106

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2013 – Jan 3, 2015
Jan 6, 2015 – Nov 3, 2026

Estimated public-equity portfolio performance

1 year

4.14%

Cumulative estimated return

SPY: 13.01%
Outperformance: -8.87 percentage points

2025-10-24 – 2026-10-26

Missing information

113 rows without a saved price.
193 sales exceeding observed holdings (unmatched amount omitted).
1017 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

21.81%

Cumulative estimated return

SPY: 85.52%
Outperformance: -63.71 percentage points

2023-10-26 – 2026-10-26

Missing information

113 rows without a saved price.
193 sales exceeding observed holdings (unmatched amount omitted).
1017 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

16.45%

Cumulative estimated return

SPY: 67.86%
Outperformance: -51.41 percentage points

2021-10-26 – 2026-10-26

Missing information

113 rows without a saved price.
193 sales exceeding observed holdings (unmatched amount omitted).
1017 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 602 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.

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.

Estimated positions as of Oct 26, 2026

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

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. 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.

All trades

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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 217 · Annual not_reported · P · $1,001 - $15,000	May 26, 2023	Sep 14, 2026
WRB — W.R. Berkley Corporation (WRB) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Ptr not_reported · P · $1,001 - $15,000	May 26, 2023	Sep 12, 2026
GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions 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; unresolved, excluded from usable transactions 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
JCI — Johnson Controls International plc Ordinary Share (JCI) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000	May 24, 2023	Sep 12, 2026
GD — General Dynamics Corporation (GD) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000	May 24, 2023	Sep 12, 2026
NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions 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 — National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · P · $1,001 - $15,000	May 22, 2023	Sep 12, 2026
NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 195 · Annual not_reported · P · $1,001 - $15,000	May 19, 2023	Sep 14, 2026
NSA — National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · P · $1,001 - $15,000	May 19, 2023	Sep 12, 2026
ARE — Real estate (see the original disclosure)	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions 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; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 196 · Annual not_reported · P · $1,001 - $15,000	May 16, 2023	Sep 14, 2026
ARE — Real estate (see the original disclosure)	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	May 16, 2023	Sep 12, 2026
NSA — National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · P · $1,001 - $15,000	May 16, 2023	Sep 12, 2026
CMCSA — Morgan Stanley IRA - X141 ⇒ Comcast Corporation - Class A (CMCSA) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions 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; unresolved, excluded from usable transactions 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; unresolved, excluded from usable transactions 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
UI — Ubiquiti Inc. (UI) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · S · $1,001 - $15,000	May 3, 2023	Sep 12, 2026
BSX — Morgan Stanley IRA - X142 ⇒ Boston Scientific Corporation (BSX) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 137 · Annual not_reported · S (partial) · $1,001 - $15,000	May 1, 2023	Sep 14, 2026
WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 216 · Annual not_reported · P · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	May 1, 2023	Sep 12, 2026
WRB — W.R. Berkley Corporation (WRB) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · P · $1,001 - $15,000	May 1, 2023	Sep 12, 2026
PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 90 · Annual not_reported · P · $1,001 - $15,000	Apr 26, 2023	Sep 14, 2026
PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 97 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 26, 2023	Sep 14, 2026
PNC — PNC Financial Services Group, Inc. (PNC) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · P · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	Apr 26, 2023	Sep 12, 2026
CRL — Morgan Stanley IRA - X142 ⇒ Charles River Laboratories International, Inc. (CRL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 145 · Annual not_reported · P · $1,001 - $15,000	Apr 25, 2023	Sep 14, 2026
CRL — Charles River Laboratories International, Inc. (CRL) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000	Apr 25, 2023	Sep 12, 2026
HES — Morgan Stanley IRA - X142 ⇒ Hess Corporation (HES) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 170 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 24, 2023	Sep 14, 2026
HSY — Morgan Stanley IRA - X142 ⇒ The Hershey Company (HSY) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 207 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 24, 2023	Sep 14, 2026
VNT — Morgan Stanley IRA - X142 ⇒ Vontier Corporation (VNT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 214 · Annual not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	Apr 24, 2023	Sep 12, 2026
BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 19, 2023	Sep 14, 2026
PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 89 · Annual not_reported · P · $1,001 - $15,000	Apr 19, 2023	Sep 14, 2026
PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 96 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 19, 2023	Sep 14, 2026
EPAM — Morgan Stanley IRA - X142 ⇒ EPAM Systems, Inc. (EPAM) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 152 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 19, 2023	Sep 14, 2026
IT — Morgan Stanley IRA - X142 ⇒ Gartner, Inc. (IT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 163 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 19, 2023	Sep 14, 2026
UI — Morgan Stanley IRA - X142 ⇒ Ubiquiti Inc. (UI) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 211 · Annual not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	Apr 19, 2023	Sep 12, 2026
PNC — PNC Financial Services Group, Inc. (PNC) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	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 not_reported · S (partial) · $1,001 - $15,000	Apr 19, 2023	Sep 12, 2026
CI — Morgan Stanley IRA - X141 ⇒ The Cigna Group (CI) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 116 · Annual not_reported · P · $1,001 - $15,000	Apr 5, 2023	Sep 14, 2026
CI — The Cigna Group (CI) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · P · $1,001 - $15,000	Apr 5, 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	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