Lois Frankel
Representative
FL-21
2025 disclosure
Lois Frankel (FL-21) disclosed a net worth range between $418K and $3.4M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$418K – $3.4M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
35
Disclosed liabilities
4
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-12 | $418K – $3.4M |
| 2024 | 2025-05-15 | $312K – $3.2M |
| 2023 | 2024-08-09 | $408K – $3.5M |
| 2022 | 2023-06-06 | -$226.9K – $3.4M |
| 2021 | 2022-06-27 | -$232.9K – $3.5M |
Disclosed assets
The assets Lois Frankel itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
35
Total disclosed (band)
$1.7M – $3.9M
| Description | Type | Income | Value |
|---|---|---|---|
| Morgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) | MF |
Tax-Deferred
|
$500K - $1M |
| Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv | MF |
Tax-Deferred
|
$250K - $500K |
| Morgan Stanley IRA - X085 ⇒ Blue Owl Credit Inc Corp | OT |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I | RE |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley IRA - X529 ⇒ MFS International Value A | MF |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$100K - $250K |
| City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Brandywine Global-Global Opps Bond IS | MF |
Tax-Deferred
|
$50K - $100K |
| City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Dodge & Cox Income Fund Class X | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GA Blackrock Disciplined Mid C | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley IRA - X529 ⇒ AMG Yachtman Focused N | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust | EF |
Tax-Deferred
|
$50K - $100K |
| City of West Palm Beach 457 Deferred Compensation Plan ⇒ The City of WPB Custom Stable Value Fund | OT |
Tax-Deferred
|
$15K - $50K |
| International Business Machines Corporation (IBM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock Bond Income Portfolio | MF |
Tax-Deferred
|
$15K - $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value Portfolio (Class B) | MF |
Tax-Deferred
|
$15K - $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE Index Portfolio | MF |
Tax-Deferred
|
$15K - $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger Berman Genesis Portfolio | MF |
Tax-Deferred
|
$15K - $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ Victory Sycamore Mid Cap Value Portfolio | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ MFS VIT Utilities Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A | MF |
Tax-Deferred
|
$15K - $50K |
| Prudential Financial, Inc. (PRU) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| First Horizon Bank | BA |
$1 - $200
Interest
|
$1K - $15K |
| Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Lois J. Frankel Living Trust ⇒ Morgan Stanley Bank N.A. | BA |
Interest
|
$1K - $15K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GLAT Blackrock Dscplnd Mid Cap | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GS VIT Money Market | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley IRA - X529 ⇒ Morgan Stanley Private Bank N.A. | IH |
Tax-Deferred
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
4
Total disclosed (band)
$550K – $1.3M
| Description | Amount owed |
|---|---|
| Mortgage on Personal Residence Property 2, West Palm Beach, FL (Morgan Stanley Private Bank, NA) | $250K - $500K |
| Mortgage on Personal Residence Property 1, Washington, DC (Truist Bank (FKA BB&T Mortgage)) | $100K - $250K |
| Promissory Note for Personal Residence Property 2, West Palm Beach, FL (YSPS, LLC) | $100K - $250K |
| Share of co-op mortgage on Personal Residence Property 1, Washington, DC (Capitol Hill Tower Housing Cooperative, Inc) | $100K - $250K |
Recent stock trades
Disclosed trades
885
Avg. disclosure lag
28.5 days
Filed past 45-day deadline
0.1%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-09-08 | AOS ST · A.O. Smith Corporation (AOS) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | ABBV ST · AbbVie Inc. (ABBV) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | ARE ST · Alexandria Real Estate Equities, Inc. (ARE) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | LNT ST · Alliant Energy Corporation (LNT) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | AXP ST · American Express Company (AXP) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | COLD ST · Americold Realty Trust, Inc. (COLD) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | ADI ST · Analog Devices, Inc. (ADI) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | AON ST · Aon plc Class A Ordinary Shares (AON) | Sell | — Morgan Stanley IRA - X141 | $15K - $50K | 2023-10-10 | 32d |
| 2023-09-08 | ADSK ST · Autodesk, Inc. (ADSK) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | AVY ST · Avery Dennison Corporation (AVY) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | BIO ST · Bio-Rad Laboratories, Inc. Class A (BIO) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | BAH ST · Booz Allen Hamilton Holding Corporation (BAH) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | BSX ST · Boston Scientific Corporation (BSX) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | BSX ST · Boston Scientific Corporation (BSX) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | BR ST · Broadridge Financial Solutions, Inc. (BR) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | BWXT ST · BWX Technologies, Inc. (BWXT) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | CASY ST · Caseys General Stores, Inc. (CASY) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | CBOE ST · Cboe Global Markets, Inc. (CBOE) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | CRL ST · Charles River Laboratories International, Inc. (CRL) | Sell | — Morgan Stanley IRA - X142 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | CB ST · Chubb Limited (CB) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | C ST · Citigroup, Inc. (C) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
| 2023-09-08 | CMCSA ST · Comcast Corporation - Class A (CMCSA) | Sell | — Morgan Stanley IRA - X141 | $15K - $50K | 2023-10-10 | 32d |
| 2023-09-08 | COP ST · ConocoPhillips (COP) | Sell | — Morgan Stanley IRA - X141 | $15K - $50K | 2023-10-10 | 32d |
| 2023-09-08 | DEO ST · Diageo plc (DEO) | Sell | — Morgan Stanley IRA - X141 | $1K - $15K | 2023-10-10 | 32d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
13 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| FLR | 1,475 | $80.9K | 4.2% |
| D | 1,427 | $92.9K | 4.9% |
| PGR | 1,153 | $248.4K | 13.0% |
| POR | 908 | $44.4K | 2.3% |
| MS | 834 | $179.6K | 9.4% |
| KKR | 718 | $74.7K | 3.9% |
| COLD | 707 | $9.7K | 0.5% |
| KVUE | 635 | $11.3K | 0.6% |
| AXP | 456 | $146.8K | 7.7% |
| COP | 389 | $53.2K | 2.8% |
| CBOE | 370 | $107.9K | 5.6% |
| PLD | 346 | $46.9K | 2.5% |
| RGLD | 343 | $90.1K | 4.7% |
| MAR | 333 | $110.5K | 5.8% |
| LOW | 332 | $65.9K | 3.4% |
| CL | 299 | $26.3K | 1.4% |
| BSX | 275 | $12.4K | 0.7% |
| BOH | 224 | $16.9K | 0.9% |
| TGT | 200 | $31.5K | 1.7% |
| VNT | 187 | $6K | 0.3% |
| GD | 175 | $61.9K | 3.2% |
| INTC | 153 | $16.3K | 0.9% |
| LNT | 136 | $9.3K | 0.5% |
| LKQ | 129 | $3.1K | 0.2% |
| ARE | 119 | $6K | 0.3% |
| XEL | 114 | $8.6K | 0.5% |
| BURL | 104 | $24.8K | 1.3% |
| DEO | 99 | $8.6K | 0.5% |
| PCAR | 98 | $12K | 0.6% |
| SWK | 96 | $8.8K | 0.5% |
| DUK | 80 | $9.6K | 0.5% |
| NXPI | 76 | $17K | 0.9% |
| UNP | 73 | $20.7K | 1.1% |
| SHW | 68 | $21.9K | 1.2% |
| MCK | 66 | $58.8K | 3.1% |
| CB | 62 | $21K | 1.1% |
| ABBV | 55 | $13.8K | 0.7% |
| SO | 44 | $3.9K | 0.2% |
| TMO | 44 | $26.6K | 1.4% |
| IFF | 40 | $3.4K | 0.2% |
| BR | 33 | $5.5K | 0.3% |
| MRSH | 32 | $5.6K | 0.3% |
| EXPE | 31 | $8.6K | 0.5% |
| GXO | 27 | $1.2K | 0.1% |
| BLK | 25 | $26.9K | 1.4% |
| MTB | 24 | $5.7K | 0.3% |
| MKL | 21 | $37.8K | 2.0% |
| BIO | 21 | $7.9K | 0.4% |
| CARG | 8 | $271 | 0.0% |
| CRL | 3 | $721 | 0.0% |
| ADSK | 1 | $141 | 0.0% |
| TEL | 0 | $32 | 0.0% |