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Lois Frankel

Representative FL-22 Democrat 2025 disclosure

Lois Frankel (FL-22) 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 .

Trading

Disclosed trades
1,573
Since Q4 '20
Purchases
44%
Share of disclosed trades
Avg. disclosure lag
25.5 days
Median 27 days
Filed past 45-day deadline
1.3%
STOCK Act deadline
Activity

Trading rose 170% in the last two quarters

189 trades made in Q2 '23 and Q3 '23, against 70 in Q4 '22 and Q1 '23. Recent quarters can still grow as late reports arrive.

Trade size

99% of trades were $15,000 or less

Those 1,565 trades carry about 98% of the disclosed dollars, by the midpoints of the ranges.

Timeliness

99% of trades were disclosed within 45 days

The median trade was disclosed 27 days after it was made, and 21 of 1,573 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress
Source: periodic transaction reports, machine-readable only.

MRK is the most traded stock

Trades per stock Purchases Sales

0.5% of trades carry 2% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.

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
#297 of 640
Reporting year
2025
Disclosed assets
35
Disclosed liabilities
4

Disclosed net worth band, 2021 to 2025

Band from annual financial disclosures, by reporting year Band maximum Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021 2022 2023 2024 2025
Year Net worth band
2025 $418K – $3.4M
2024 $312K – $3.2M
2023 $408K – $3.5M
2022 -$226.9K – $3.4M
2021 -$232.9K – $3.5M

Recent stock trades

Date Stock Type Amount
2023-09-08 GD ST · General Dynamics Corporation (GD) Sell $1K - $15K
2023-09-08 FLR ST · Fluor Corporation (FLR) Sell $1K - $15K
2023-09-08 XEL ST · Xcel Energy Inc. (XEL) Sell $1K - $15K
2023-09-08 WAT ST · Waters Corporation (WAT) Sell $1K - $15K
2023-09-08 AOS ST · A.O. Smith Corporation (AOS) Sell $1K - $15K
2023-09-08 ABBV ST · AbbVie Inc. (ABBV) Sell $1K - $15K
2023-09-08 ACN ST · Accenture plc Class A Ordinary Shares (ACN) Sell $1K - $15K
2023-09-08 ARE ST · Alexandria Real Estate Equities, Inc. (ARE) Sell $1K - $15K
2023-09-08 LNT ST · Alliant Energy Corporation (LNT) Sell $1K - $15K
2023-09-08 AXP ST · American Express Company (AXP) Sell $1K - $15K
2023-09-08 COLD ST · Americold Realty Trust, Inc. (COLD) Sell $1K - $15K
2023-09-08 AON ST · Aon plc Class A Ordinary Shares (AON) Sell $15K - $50K
2023-09-08 ADSK ST · Autodesk, Inc. (ADSK) Sell $1K - $15K
2023-09-08 AVY ST · Avery Dennison Corporation (AVY) Sell $1K - $15K
2023-09-08 BIO ST · Bio-Rad Laboratories, Inc. Class A (BIO) Sell $1K - $15K
2023-09-08 BAH ST · Booz Allen Hamilton Holding Corporation (BAH) Sell $1K - $15K
2023-09-08 BSX ST · Boston Scientific Corporation (BSX) Sell $1K - $15K
2023-09-08 BSX ST · Boston Scientific Corporation (BSX) Sell $1K - $15K
2023-09-08 BR ST · Broadridge Financial Solutions, Inc. (BR) Sell $1K - $15K
2023-09-08 BWXT ST · BWX Technologies, Inc. (BWXT) Sell $1K - $15K
2023-09-08 CASY ST · Caseys General Stores, Inc. (CASY) Sell $1K - $15K
2023-09-08 CBOE ST · Cboe Global Markets, Inc. (CBOE) Sell $1K - $15K
2023-09-08 CRL ST · Charles River Laboratories International, Inc. (CRL) Sell $1K - $15K
2023-09-08 CB ST · Chubb Limited (CB) Sell $1K - $15K
2023-09-08 C ST · Citigroup, Inc. (C) Sell $1K - $15K

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 2026-10-23. 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 (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
D 911 $59.4K 5.8%
COLD 707 $10.2K 1.0%
KVUE 635 $12.4K 1.2%
PGR 484 $110.4K 10.8%
PBF 406 $30.9K 3.0%
COP 389 $58.7K 5.7%
POR 363 $16.2K 1.6%
PLD 346 $43.7K 4.3%
MS 327 $58.7K 5.7%
MRSH 300 $59.2K 5.8%
AXP 255 $79.8K 7.8%
KKR 231 $21.1K 2.1%
TGT 200 $30.6K 3.0%
VNT 187 $6.4K 0.6%
GD 175 $61.3K 6.0%
LOW 168 $33.5K 3.3%
FLR 143 $6.3K 0.6%
RGLD 135 $30.7K 3.0%
LKQ 129 $2.3K 0.2%
MAR 126 $49.4K 4.8%
CBOE 126 $43K 4.2%
ARE 119 $5.1K 0.5%
DEO 99 $9.5K 0.9%
PCAR 98 $10.5K 1.0%
NXPI 89 $20.9K 2.0%
INTC 77 $6.7K 0.7%
SHW 68 $23.1K 2.3%
BSX 60 $2.7K 0.3%
ABBV 55 $15.8K 1.5%
CB 45 $16K 1.6%
SO 44 $4.1K 0.4%
IFF 40 $3.8K 0.4%
DCI 37 $3.2K 0.3%
UNP 36 $10.5K 1.0%
BOH 33 $2.3K 0.2%
BLK 25 $28K 2.7%
BURL 24 $5.9K 0.6%
BIO 21 $7.7K 0.8%
SWK 10 $1K 0.1%
EXPD 9 $1.8K 0.2%
MKL 8 $14.7K 1.4%
TMO 6 $4.3K 0.4%
CRL 3 $895 0.1%
ADSK 1 $172 0.0%
TEL 0 $32 0.0%

Assets and liabilities

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 Value
Morgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) $500K - $1M
Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv $250K - $500K
Morgan Stanley IRA - X085 ⇒ Blue Owl Credit Inc Corp $100K - $250K
Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I $100K - $250K
Morgan Stanley IRA - X529 ⇒ MFS International Value A $100K - $250K
Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) $100K - $250K
City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Brandywine Global-Global Opps Bond IS $50K - $100K
City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Dodge & Cox Income Fund Class X $50K - $100K
Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GA Blackrock Disciplined Mid C $50K - $100K
Morgan Stanley IRA - X529 ⇒ AMG Yachtman Focused N $50K - $100K
Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A $50K - $100K
Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust $50K - $100K
City of West Palm Beach 457 Deferred Compensation Plan ⇒ The City of WPB Custom Stable Value Fund $15K - $50K
International Business Machines Corporation (IBM) $15K - $50K
MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock Bond Income Portfolio $15K - $50K
MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value Portfolio (Class B) $15K - $50K
MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE Index Portfolio $15K - $50K
MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger Berman Genesis Portfolio $15K - $50K
MetLife-Preference Plus Select L Class Annuity ⇒ Victory Sycamore Mid Cap Value Portfolio $15K - $50K
Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ MFS VIT Utilities Fund $15K - $50K
Morgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX) $15K - $50K
Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A $15K - $50K
Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A $15K - $50K
Morgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX) $15K - $50K
Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A $15K - $50K
Prudential Financial, Inc. (PRU) $15K - $50K
First Horizon Bank $1K - $15K
Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) $1K - $15K
Lois J. Frankel Living Trust ⇒ Morgan Stanley Bank N.A. $1K - $15K
Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GLAT Blackrock Dscplnd Mid Cap $1K - $15K
Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GS VIT Money Market $1K - $15K
Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust $1K - $15K
Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn $1K - $15K
Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A $1K - $15K
Morgan Stanley IRA - X529 ⇒ Morgan Stanley Private Bank N.A. $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

Explore Congress disclosures

Congress net worth ranking Compare the latest disclosed net-worth bands across members.
Congress portfolio performance Compare estimated returns reconstructed from disclosed trades.