House · Democrat · FL-22 · in the House since 2013 · Latest annual report · frankel.house.gov
From the annual report filed May 12, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) [MF] | $500K – $1M | Self |
| T Rowe Price Cap Apprec Adv [MF] | $250K – $500K | Self |
| MFS International Value A [MF] | $100K – $250K | Self |
| Microsoft Corporation (MSFT) [ST] MSFT | $100K – $250K | Self |
| Blue Owl Credit Inc Corp [OT] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Sep 8, 2023 | Xcel Energy Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Watsco Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Waters Corp | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | W. R. Berkley Corp | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Vontier Corp | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Union Pacific Corp | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Ulta Beauty Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Trane Technologies PLC | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | Thermo Fisher Scientific Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 8, 2023 | The Hershey Company | Sale · Stock | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 31, 2025 | Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed May 12, 2026 |
| Dec 24, 2025 | Blue Owl Credit Inc Corp | Buy · Other | $1K – $15K | Self | 2025 Annual Report filed May 12, 2026 |
| Dec 22, 2025 | PGIM Jennison Health Sciences Fund Class A (PHLAX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed May 12, 2026 |
| Dec 18, 2025 | T. Rowe Price Capital Appreciation Fund Advisor Class (PACLX) | Buy ×2 · Mutual fund | $1K – $15K each | Self | 2025 Annual Report filed May 12, 2026 |
From Lois Frankel's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
Loading...
