Lois Frankel
Rep. (D-FL-22)
Disclosed trades
709
Purchases
326
Sales
366
Stocks traded
169
Likely still held
11
Latest trade
Sep 8, 2023
Latest filing
Oct 10, 2023
Stocks traded
Most-filed 24 of 169 tickers, with the latest disclosed actionLikely current holdings
11 positionsPositions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.
Reported holdings
35 assets listedAs reported in their 2025 annual disclosure, filed May 12, 2026.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Other reported assets (31)
- First Horizon Bank$1,001 - $15,000
- City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Brandywine Global-Global Opps Bond IS$50,001 - $100,000
- City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Dodge & Cox Income Fund Class X$50,001 - $100,000
- City of West Palm Beach 457 Deferred Compensation Plan ⇒ The City of WPB Custom Stable Value Fund$15,001 - $50,000
- Lois J. Frankel Living Trust ⇒ Morgan Stanley Bank N.A.$1,001 - $15,000
- MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock Bond Income Portfolio$15,001 - $50,000
- MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value Portfolio (Class B)$15,001 - $50,000
- MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE Index Portfolio$15,001 - $50,000
- MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger Berman Genesis Portfolio$15,001 - $50,000
- MetLife-Preference Plus Select L Class Annuity ⇒ Victory Sycamore Mid Cap Value Portfolio$15,001 - $50,000
- Morgan Stanley IRA - X085 ⇒ Blue Owl Credit Inc Corp$100,001 - $250,000
- Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I$100,001 - $250,000
Show 19 more
- Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GA Blackrock Disciplined Mid C$50,001 - $100,000
- Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GLAT Blackrock Dscplnd Mid Cap$1,001 - $15,000
- Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GS VIT Money Market$1,001 - $15,000
- Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ MFS VIT Utilities Fund$15,001 - $50,000
- Morgan Stanley IRA - X529 ⇒ AMG Yachtman Focused N$50,001 - $100,000
- Morgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX)$15,001 - $50,000
- Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A$15,001 - $50,000
- Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust$1,001 - $15,000
- Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A$50,001 - $100,000
- Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn$1,001 - $15,000
- Morgan Stanley IRA - X529 ⇒ MFS International Value A$100,001 - $250,000
- Morgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX)$500,001 - $1,000,000
- Morgan Stanley IRA - X529 ⇒ Morgan Stanley Private Bank N.A.$1 - $1,000
- Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A$15,001 - $50,000
- Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A$1,001 - $15,000
- Morgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX)$15,001 - $50,000
- Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust$50,001 - $100,000
- Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv$250,001 - $500,000
- Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A$15,001 - $50,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.