Disclosed trades
1.1K
Estimated volume
$8.9M
sum of bracket midpoints
Typical delay
29 days
trade to filing
Last filed
May 14, 2024
What their buys are worth now
303 disclosed purchases, valued at the latest close
Return
+58.9%
on paper
Gain
+$1.4M
unrealised
Disclosed cost
$2.4M
at bracket midpoints
Worth now
$3.9M
close of Oct 9, 2026
If Lois Frankel still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 184 purchases have no market price and are left out. More on the limits.
Try the total-budget simulator →
If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 303 disclosed purchases — $303,000 invested — would be worth
$485,743
+$182,743 (+60.31%)
Positions
303
equally weighted
Their own timing
+58.89%
entering on their trade date
Best
FANG
+843.20%
Worst
HAIN
-98.74%
Each filing
showing 200 of 303| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Oct 10, 2023 41d after trading | ABBV 6.72 sh | $148.89 | $276.47 | $1,857 | +85.69% |
| Oct 10, 2023 34d after trading | PCAR 11.52 sh | $86.77 | $108.04 | $1,245 | +24.51% |
| Oct 10, 2023 34d after trading | ABBV 6.72 sh | $148.89 | $276.47 | $1,857 | +85.69% |
| Oct 10, 2023 33d after trading | PCAR 11.52 sh | $86.77 | $108.04 | $1,245 | +24.51% |
| Aug 26, 2023 31d after trading | TGT 8.1 sh | $123.43 | $153.64 | $1,245 | +24.48% |
| Aug 26, 2023 24d after trading | PLD 8.06 sh | $124.00 | $129.49 | $1,044 | +4.43% |
| Aug 26, 2023 24d after trading | KVUE 43.54 sh | $22.97 | $17.70 | $771 | -22.94% |
| Aug 26, 2023 23d after trading | KVUE 43.54 sh | $22.97 | $17.70 | $771 | -22.94% |
| Aug 26, 2023 23d after trading | PLD 8.06 sh | $124.00 | $129.49 | $1,044 | +4.43% |
| Aug 26, 2023 19d after trading | SHV 9.06 sh | $110.40 | $110.17 | $998 | -0.21% |
| Aug 26, 2023 17d after trading | SHV 9.06 sh | $110.40 | $110.17 | $998 | -0.21% |
| Aug 26, 2023 16d after trading | KVUE 43.54 sh | $22.97 | $17.70 | $771 | -22.94% |
| Jul 28, 2023 37d after trading | COP 8.63 sh | $115.93 | $134.10 | $1,157 | +15.67% |
| Jul 28, 2023 30d after trading | DD 10.31 sh | $97.03 | $130.00 | $1,340 | +33.98% |
| Jul 28, 2023 30d after trading | BIO 2.4 sh | $416.61 | $366.16 | $879 | -12.11% |
| Jul 28, 2023 30d after trading | PFE 27.72 sh | $36.07 | $28.28 | $784 | -21.60% |
| Jul 28, 2023 30d after trading | NSC 4.23 sh | $236.66 | $317.79 | $1,343 | +34.28% |
| Jul 28, 2023 29d after trading | BIO 2.4 sh | $416.61 | $366.16 | $879 | -12.11% |
| Jul 28, 2023 16d after trading | PLD 8.09 sh | $123.65 | $129.49 | $1,047 | +4.72% |
| Jul 28, 2023 15d after trading | DUK 10.71 sh | $93.34 | $116.65 | $1,250 | +24.97% |
| Jul 28, 2023 14d after trading | LKQ 18.37 sh | $54.45 | $21.84 | $401 | -59.89% |
| Jul 28, 2023 14d after trading | WRB 24.05 sh | $41.59 | $71.91 | $1,729 | +72.92% |
| Jun 24, 2023 39d after trading | ARE 8.73 sh | $114.51 | $45.51 | $397 | -60.26% |
| Jun 24, 2023 31d after trading | GD 4.71 sh | $212.09 | $331.27 | $1,562 | +56.19% |
| Jun 24, 2023 29d after trading | WRB 25.57 sh | $39.11 | $71.91 | $1,839 | +83.88% |
| Jun 24, 2023 25d after trading | ARE 8.73 sh | $114.51 | $45.51 | $397 | -60.26% |
| Jun 24, 2023 25d after trading | BSX 18.69 sh | $53.50 | $42.73 | $799 | -20.13% |
| Jun 24, 2023 24d after trading | CI 3.62 sh | $276.41 | $282.43 | $1,022 | +2.18% |
| Jun 24, 2023 22d after trading | ES 14.12 sh | $70.82 | $65.73 | $928 | -7.19% |
| Jun 24, 2023 17d after trading | D 18.94 sh | $52.79 | $61.64 | $1,168 | +16.76% |
| Jun 24, 2023 16d after trading | D 18.94 sh | $52.79 | $61.64 | $1,168 | +16.76% |
| Jun 24, 2023 10d after trading | TGT 7.43 sh | $134.50 | $153.64 | $1,142 | +14.23% |
| May 19, 2023 30d after trading | PNC 8.44 sh | $118.48 | $219.21 | $1,850 | +85.02% |
| May 19, 2023 24d after trading | CRL 5.04 sh | $198.33 | $301.79 | $1,522 | +52.17% |
| May 19, 2023 23d after trading | PNC 8.44 sh | $118.48 | $219.21 | $1,850 | +85.02% |
| May 19, 2023 18d after trading | WRB 26.02 sh | $38.43 | $71.91 | $1,871 | +87.10% |
| May 19, 2023 16d after trading | PLD 8.13 sh | $123.06 | $129.49 | $1,052 | +5.23% |
| Apr 28, 2023 37d after trading | JPM 7.23 sh | $138.24 | $332.99 | $2,409 | +140.88% |
| Apr 28, 2023 37d after trading | COP 9.72 sh | $102.89 | $134.10 | $1,303 | +30.33% |
| Apr 28, 2023 30d after trading | AXP 6.2 sh | $161.34 | $308.17 | $1,910 | +91.01% |
| Apr 28, 2023 23d after trading | CI 3.95 sh | $253.29 | $282.43 | $1,115 | +11.50% |
| Apr 3, 2023 40d after trading | C 21.41 sh | $46.71 | $129.64 | $2,775 | +177.54% |
| Apr 3, 2023 33d after trading | C 21.41 sh | $46.71 | $129.64 | $2,775 | +177.54% |
| Apr 3, 2023 32d after trading | JPM 7.68 sh | $130.16 | $332.99 | $2,558 | +155.83% |
| Mar 13, 2023 41d after trading | LNT 19.43 sh | $51.48 | $65.85 | $1,279 | +27.91% |
| Mar 13, 2023 41d after trading | ADSK 5.05 sh | $197.87 | $235.35 | $1,189 | +18.94% |
| Mar 13, 2023 40d after trading | PFE 25.09 sh | $39.86 | $28.28 | $709 | -29.05% |
| Mar 13, 2023 33d after trading | JNJ 6.53 sh | $153.06 | $261.44 | $1,708 | +70.81% |
| Mar 13, 2023 24d after trading | LAMR 10.19 sh | $98.11 | $146.47 | $1,493 | +49.29% |
| Mar 13, 2023 24d after trading | IFF 11.96 sh | $83.59 | $84.55 | $1,011 | +1.15% |
| Mar 13, 2023 21d after trading | SHW 4.68 sh | $213.60 | $319.36 | $1,495 | +49.51% |
| Mar 13, 2023 18d after trading | TEL 8.06 sh | $124.02 | $218.29 | $1,760 | +76.01% |
| Feb 3, 2023 30d after trading | DEO 5.71 sh | $175.09 | $86.73 | $495 | -50.47% |
| Feb 3, 2023 29d after trading | DEO 5.71 sh | $175.09 | $86.73 | $495 | -50.47% |
| Feb 3, 2023 23d after trading | ACN 3.46 sh | $289.22 | $209.06 | $723 | -27.72% |
| Feb 3, 2023 23d after trading | SHW 4.14 sh | $241.73 | $319.36 | $1,321 | +32.11% |
| Feb 3, 2023 23d after trading | JCI 15.22 sh | $65.72 | $157.44 | $2,396 | +139.56% |
| Jan 6, 2023 37d after trading | UNP 4.72 sh | $212.01 | $278.34 | $1,313 | +31.29% |
| Jan 6, 2023 37d after trading | PLD 8.57 sh | $116.65 | $129.49 | $1,110 | +11.01% |
| Jan 6, 2023 37d after trading | D 16.16 sh | $61.87 | $61.64 | $996 | -0.37% |
| Jan 6, 2023 36d after trading | D 16.16 sh | $61.87 | $61.64 | $996 | -0.37% |
| Jan 6, 2023 30d after trading | PLD 8.57 sh | $116.65 | $129.49 | $1,110 | +11.01% |
| Jan 6, 2023 29d after trading | PLD 8.57 sh | $116.65 | $129.49 | $1,110 | +11.01% |
| Nov 18, 2022 30d after trading | GD 4.03 sh | $248.22 | $331.27 | $1,335 | +33.46% |
| Nov 18, 2022 23d after trading | HAL 27.24 sh | $36.71 | $32.55 | $887 | -11.33% |
| Nov 18, 2022 23d after trading | PFE 20.73 sh | $48.23 | $28.28 | $586 | -41.36% |
| Nov 18, 2022 22d after trading | COLD 34.52 sh | $28.97 | $13.99 | $483 | -51.71% |
| Nov 18, 2022 16d after trading | PLD 8.73 sh | $114.56 | $129.49 | $1,130 | +13.03% |
| Nov 18, 2022 9d after trading | PLD 8.73 sh | $114.56 | $129.49 | $1,130 | +13.03% |
| Oct 24, 2022 31d after trading | VNT 54.08 sh | $18.49 | $32.24 | $1,744 | +74.36% |
| Oct 24, 2022 26d after trading | BSX 24.4 sh | $40.98 | $42.73 | $1,043 | +4.27% |
| Oct 24, 2022 26d after trading | TGT 6.18 sh | $161.82 | $153.64 | $949 | -5.05% |
| Oct 24, 2022 17d after trading | HAL 28.92 sh | $34.58 | $32.55 | $941 | -5.87% |
| Oct 24, 2022 12d after trading | CMCSA 34.33 sh | $29.13 | $20.66 | $709 | -29.07% |
| Sep 20, 2022 13d after trading | TGT 6.25 sh | $160.03 | $153.64 | $960 | -3.99% |
| Sep 20, 2022 13d after trading | KLAC 30.31 sh | $32.99 | $195.57 | $5,928 | +492.82% |
| Sep 20, 2022 13d after trading | LOW 5.25 sh | $190.41 | $186.00 | $977 | -2.32% |
| Sep 20, 2022 8d after trading | ADI 6.68 sh | $149.78 | $406.19 | $2,712 | +171.19% |
| Sep 20, 2022 6d after trading | KLAC 30.31 sh | $32.99 | $195.57 | $5,928 | +492.82% |
| Aug 31, 2022 42d after trading | GD 4.37 sh | $228.93 | $331.27 | $1,447 | +44.70% |
| Aug 31, 2022 42d after trading | COP 9.14 sh | $109.45 | $134.10 | $1,225 | +22.52% |
| Aug 31, 2022 40d after trading | TT 6.49 sh | $154.07 | $476.98 | $3,096 | +209.59% |
| Aug 31, 2022 37d after trading | LKQ 18.79 sh | $53.22 | $21.84 | $410 | -58.96% |
| Aug 31, 2022 34d after trading | ARE 6.52 sh | $153.40 | $45.51 | $297 | -70.33% |
| Aug 31, 2022 28d after trading | GD 4.37 sh | $228.93 | $331.27 | $1,447 | +44.70% |
| Aug 31, 2022 21d after trading | TGT 6.24 sh | $160.34 | $153.64 | $958 | -4.18% |
| Jul 22, 2022 37d after trading | CMCSA 25.05 sh | $39.93 | $20.66 | $517 | -48.25% |
| Jul 22, 2022 30d after trading | AXP 6.54 sh | $153.01 | $308.17 | $2,014 | +101.41% |
| Jun 16, 2022 29d after trading | GD 4.72 sh | $211.89 | $331.27 | $1,563 | +56.34% |
| Jun 16, 2022 15d after trading | BLK 1.71 sh | $585.77 | $1,082.39 | $1,848 | +84.78% |
| Jun 9, 2022 45d after trading | AVY 5.75 sh | $173.95 | $167.82 | $965 | -3.52% |
| Jun 9, 2022 45d after trading | VNT 38.36 sh | $26.07 | $32.24 | $1,237 | +23.67% |
| Jun 9, 2022 45d after trading | SHW 3.82 sh | $261.99 | $319.36 | $1,219 | +21.90% |
| Jun 9, 2022 43d after trading | GXO 19.19 sh | $52.12 | $46.56 | $893 | -10.67% |
| Jun 9, 2022 41d after trading | COLD 33.07 sh | $30.24 | $13.99 | $463 | -53.74% |
| Jun 9, 2022 38d after trading | COLD 33.07 sh | $30.24 | $13.99 | $463 | -53.74% |
| Jun 9, 2022 36d after trading | GD 4.41 sh | $226.89 | $331.27 | $1,460 | +46.00% |
| Jun 9, 2022 29d after trading | JCI 18.62 sh | $53.72 | $157.44 | $2,931 | +193.08% |
| May 3, 2022 40d after trading | JCI 16.15 sh | $61.91 | $157.44 | $2,543 | +154.30% |
| May 3, 2022 27d after trading | NXPI 5.62 sh | $178.07 | $227.52 | $1,278 | +27.77% |
| May 3, 2022 20d after trading | SHW 3.71 sh | $269.37 | $319.36 | $1,186 | +18.56% |
| Apr 6, 2022 43d after trading | PFE 18.91 sh | $52.87 | $28.28 | $535 | -46.51% |
| Apr 6, 2022 43d after trading | ACN 2.94 sh | $340.26 | $209.06 | $614 | -38.56% |
| Apr 6, 2022 29d after trading | MCK 3.21 sh | $311.57 | $938.84 | $3,013 | +201.33% |
| Apr 6, 2022 28d after trading | TXN 5.64 sh | $177.25 | $283.74 | $1,601 | +60.08% |
| Apr 6, 2022 28d after trading | MAR 6.02 sh | $166.17 | $365.88 | $2,202 | +120.18% |
| Feb 27, 2022 38d after trading | MCK 3.64 sh | $274.96 | $938.84 | $3,414 | +241.45% |
| Feb 27, 2022 31d after trading | FANG 7.24 sh | $138.10 | $192.13 | $1,391 | +39.12% |
| Feb 27, 2022 25d after trading | PFE 21.3 sh | $46.94 | $28.28 | $602 | -39.75% |
| Feb 27, 2022 25d after trading | PPG 7.49 sh | $133.45 | $103.96 | $779 | -22.10% |
| Feb 27, 2022 20d after trading | MCK 3.64 sh | $274.96 | $938.84 | $3,414 | +241.45% |
| Feb 27, 2022 18d after trading | PFE 21.3 sh | $46.94 | $28.28 | $602 | -39.75% |
| Feb 27, 2022 18d after trading | NXPI 5.26 sh | $190.12 | $227.52 | $1,197 | +19.67% |
| Feb 16, 2022 37d after trading | FANG 7.7 sh | $129.82 | $192.13 | $1,480 | +48.00% |
| Feb 16, 2022 37d after trading | PPG 6.58 sh | $151.87 | $103.96 | $685 | -31.55% |
| Feb 16, 2022 36d after trading | FANG 7.7 sh | $129.82 | $192.13 | $1,480 | +48.00% |
| Feb 16, 2022 35d after trading | KKR 16.08 sh | $62.20 | $90.95 | $1,462 | +46.22% |
| Feb 16, 2022 34d after trading | KKR 16.08 sh | $62.20 | $90.95 | $1,462 | +46.22% |
| Jan 16, 2022 44d after trading | AXP 6.02 sh | $166.17 | $308.17 | $1,855 | +85.45% |
| Jan 16, 2022 44d after trading | MRK 12.26 sh | $81.54 | $145.60 | $1,786 | +78.56% |
| Jan 16, 2022 38d after trading | DD 9.51 sh | $105.15 | $130.00 | $1,236 | +23.63% |
| Jan 16, 2022 37d after trading | NSP 9.48 sh | $105.54 | $48.73 | $462 | -53.83% |
| Dec 30, 2021 43d after trading | MAR 6.07 sh | $164.86 | $365.88 | $2,219 | +121.93% |
| Dec 30, 2021 43d after trading | AXP 6.09 sh | $164.16 | $308.17 | $1,877 | +87.73% |
| Dec 30, 2021 43d after trading | DD 9.94 sh | $100.58 | $130.00 | $1,292 | +29.25% |
| Dec 30, 2021 42d after trading | DD 9.94 sh | $100.58 | $130.00 | $1,292 | +29.25% |
| Dec 21, 2021 41d after trading | AXP 6.21 sh | $160.91 | $308.17 | $1,915 | +91.52% |
| Nov 1, 2021 39d after trading | MAR 6.18 sh | $161.83 | $365.88 | $2,261 | +126.09% |
| Nov 1, 2021 38d after trading | MAR 6.18 sh | $161.83 | $365.88 | $2,261 | +126.09% |
| Nov 1, 2021 35d after trading | CARG 29.78 sh | $33.58 | $28.85 | $859 | -14.09% |
| Nov 1, 2021 34d after trading | MKL 0.759826 sh | $1,316.09 | $1,760.74 | $1,338 | +33.79% |
| Nov 1, 2021 34d after trading | OLLI 14.03 sh | $71.27 | $85.33 | $1,197 | +19.73% |
| Nov 1, 2021 32d after trading | KKR 12.88 sh | $77.65 | $90.95 | $1,171 | +17.13% |
| Nov 1, 2021 26d after trading | KKR 12.88 sh | $77.65 | $90.95 | $1,171 | +17.13% |
| Sep 28, 2021 27d after trading | PGR 11.07 sh | $90.35 | $217.43 | $2,407 | +140.65% |
| Sep 28, 2021 26d after trading | PGR 11.07 sh | $90.35 | $217.43 | $2,407 | +140.65% |
| Sep 28, 2021 19d after trading | D 13.67 sh | $73.14 | $61.64 | $843 | -15.72% |
| Sep 28, 2021 18d after trading | D 13.67 sh | $73.14 | $61.64 | $843 | -15.72% |
| Sep 28, 2021 13d after trading | SWK 5.51 sh | $181.56 | $88.57 | $488 | -51.22% |
| Sep 28, 2021 12d after trading | SWK 5.51 sh | $181.56 | $88.57 | $488 | -51.22% |
| Aug 18, 2021 34d after trading | DD 10.78 sh | $92.77 | $130.00 | $1,401 | +40.13% |
| Aug 18, 2021 20d after trading | DD 10.78 sh | $92.77 | $130.00 | $1,401 | +40.13% |
| Aug 18, 2021 14d after trading | GXO 13.06 sh | $76.58 | $46.56 | $608 | -39.20% |
| Aug 18, 2021 14d after trading | MKL 0.79471 sh | $1,258.32 | $1,760.74 | $1,399 | +39.93% |
| Aug 3, 2021 38d after trading | CLX 6.1 sh | $164.06 | $83.80 | $511 | -48.92% |
| Aug 3, 2021 34d after trading | RGLD 8.27 sh | $120.97 | $236.23 | $1,953 | +95.28% |
| Aug 3, 2021 33d after trading | RGLD 8.27 sh | $120.97 | $236.23 | $1,953 | +95.28% |
| Aug 3, 2021 32d after trading | RGLD 8.27 sh | $120.97 | $236.23 | $1,953 | +95.28% |
| Aug 3, 2021 20d after trading | DD 10.71 sh | $93.38 | $130.00 | $1,392 | +39.22% |
| Jun 30, 2021 42d after trading | CMCSA 18.71 sh | $53.44 | $20.66 | $387 | -61.34% |
| Jun 30, 2021 35d after trading | PGR 10.18 sh | $98.21 | $217.43 | $2,214 | +121.39% |
| Jun 30, 2021 34d after trading | PGR 10.18 sh | $98.21 | $217.43 | $2,214 | +121.39% |
| Jun 30, 2021 28d after trading | PGR 10.18 sh | $98.21 | $217.43 | $2,214 | +121.39% |
| Jun 30, 2021 21d after trading | CI 4.22 sh | $237.07 | $282.43 | $1,191 | +19.13% |
| May 25, 2021 34d after trading | MS 11.25 sh | $88.86 | $190.02 | $2,138 | +113.84% |
| May 25, 2021 32d after trading | CARG 36.01 sh | $27.77 | $28.85 | $1,039 | +3.89% |
| May 25, 2021 20d after trading | TMO 2.16 sh | $464.02 | $658.02 | $1,418 | +41.81% |
| Apr 23, 2021 37d after trading | PGR 9.92 sh | $100.76 | $217.43 | $2,158 | +115.79% |
| Apr 23, 2021 30d after trading | PGR 9.92 sh | $100.76 | $217.43 | $2,158 | +115.79% |
| Apr 23, 2021 28d after trading | MS 12.35 sh | $80.95 | $190.02 | $2,347 | +134.74% |
| Apr 23, 2021 16d after trading | CL 12.53 sh | $79.79 | $88.27 | $1,106 | +10.63% |
| Apr 23, 2021 9d after trading | MS 12.35 sh | $80.95 | $190.02 | $2,347 | +134.74% |
| Mar 26, 2021 37d after trading | MS 12.5 sh | $79.98 | $190.02 | $2,376 | +137.58% |
| Mar 26, 2021 29d after trading | HXL 17.62 sh | $56.74 | $84.96 | $1,497 | +49.74% |
| Mar 26, 2021 29d after trading | HPP 5.1 sh | $195.93 | $11.97 | $61 | -93.89% |
| Mar 26, 2021 16d after trading | PGR 10.5 sh | $95.25 | $217.43 | $2,283 | +128.27% |
| Mar 26, 2021 11d after trading | XEL 15.08 sh | $66.31 | $73.78 | $1,113 | +11.27% |
| Mar 26, 2021 11d after trading | LNT 18.53 sh | $53.97 | $65.85 | $1,220 | +22.01% |
| Mar 26, 2021 2d after trading | MS 12.5 sh | $79.98 | $190.02 | $2,376 | +137.58% |
| Feb 25, 2021 28d after trading | CL 13.04 sh | $76.69 | $88.27 | $1,151 | +15.10% |
| Feb 25, 2021 15d after trading | CL 13.04 sh | $76.69 | $88.27 | $1,151 | +15.10% |
| Jan 21, 2021 16d after trading | EXPE 7.2 sh | $138.88 | $274.22 | $1,975 | +97.45% |
| Jan 21, 2021 15d after trading | D 13.93 sh | $71.80 | $61.64 | $859 | -14.15% |
| Jan 21, 2021 8d after trading | FLR 48.22 sh | $20.74 | $50.68 | $2,444 | +144.36% |
| Jan 21, 2021 8d after trading | NOC 3.37 sh | $296.87 | $480.72 | $1,619 | +61.93% |
| Dec 28, 2020 28d after trading | POR 23.76 sh | $42.09 | $45.39 | $1,078 | +7.84% |
| Dec 28, 2020 28d after trading | FLR 62.03 sh | $16.12 | $50.68 | $3,144 | +214.39% |
| Dec 28, 2020 27d after trading | FLR 62.03 sh | $16.12 | $50.68 | $3,144 | +214.39% |
| Dec 28, 2020 25d after trading | HXL 20.83 sh | $48.00 | $84.96 | $1,770 | +77.00% |
| Dec 28, 2020 19d after trading | TMO 2.17 sh | $460.73 | $658.02 | $1,428 | +42.82% |
| Nov 24, 2020 34d after trading | NOC 3.23 sh | $309.98 | $480.72 | $1,551 | +55.08% |
| Nov 24, 2020 27d after trading | AXP 8.31 sh | $120.39 | $308.17 | $2,560 | +155.98% |
| Nov 24, 2020 20d after trading | TMO 2.28 sh | $439.56 | $658.02 | $1,497 | +49.70% |
| Oct 22, 2020 29d after trading | MRK 13.23 sh | $75.58 | $145.60 | $1,926 | +92.64% |
| Oct 22, 2020 22d after trading | AXP 9.54 sh | $104.79 | $308.17 | $2,941 | +194.08% |
| Oct 22, 2020 21d after trading | AXP 9.54 sh | $104.79 | $308.17 | $2,941 | +194.08% |
| Oct 22, 2020 15d after trading | MRK 13.23 sh | $75.58 | $145.60 | $1,926 | +92.64% |
| Sep 29, 2020 20d after trading | LOW 6.16 sh | $162.26 | $186.00 | $1,146 | +14.63% |
| Aug 24, 2020 31d after trading | CIEN 16.78 sh | $59.60 | $449.77 | $7,546 | +654.65% |
| Aug 24, 2020 27d after trading | LOW 6.04 sh | $165.63 | $186.00 | $1,123 | +12.30% |
| Aug 24, 2020 27d after trading | D 12.64 sh | $79.10 | $61.64 | $779 | -22.07% |
| Aug 24, 2020 10d after trading | HAE 11.15 sh | $89.67 | $118.69 | $1,324 | +32.36% |
| Jul 24, 2020 37d after trading | INTC 19.77 sh | $50.59 | $104.70 | $2,070 | +106.96% |
| Jul 24, 2020 16d after trading | LOW 6.8 sh | $147.03 | $186.00 | $1,265 | +26.50% |
| Jul 24, 2020 9d after trading | D 12.44 sh | $80.41 | $61.64 | $767 | -23.34% |
| Jul 24, 2020 9d after trading | INTC 19.77 sh | $50.59 | $104.70 | $2,070 | +106.96% |
| Jun 28, 2020 39d after trading | SO 19.39 sh | $51.56 | $86.17 | $1,671 | +67.13% |
| Jun 28, 2020 32d after trading | POR 23.96 sh | $41.74 | $45.39 | $1,087 | +8.74% |
| Jun 28, 2020 32d after trading | INTC 17.16 sh | $58.27 | $104.70 | $1,797 | +79.68% |
| Jun 28, 2020 31d after trading | POR 23.96 sh | $41.74 | $45.39 | $1,087 | +8.74% |
A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 184 purchases could not be priced and are excluded.
Follow Lois Frankel by email
Lois Frankel's new stock disclosures, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.
Holdings, 2025
Weights are each holding's share of roughly $2.3M in stocks, funds and ETFs — bank accounts and property are left out of the denominator
| Asset | Weight |
|---|---|
| MSUXXMorgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) [MF] | 32.3% |
| Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv [MF] | 16.2% |
| Morgan Stanley IRA - X529 ⇒ MFS International Value A [MF] | 7.5% |
| MSFTMorgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) [ST] | 7.5% |
| City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Brandywine Global-Global Opps Bond IS [MF] | 3.2% |
| City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Dodge & Cox Income Fund Class X [MF] | 3.2% |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GA Blackrock Disciplined Mid C [MF] | 3.2% |
| Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A [MF] | 3.2% |
| Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust [EF] | 3.2% |
| IBMInternational Business Machines Corporation (IBM) [ST] | 1.4% |
| PRUPrudential Financial, Inc. (PRU) [ST] | 1.4% |
| MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock Bond Income Portfolio [MF] | 1.4% |
| MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value Portfolio (Class B) [MF] | 1.4% |
| MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE Index Portfolio [MF] | 1.4% |
| MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger Berman Genesis Portfolio [MF] | 1.4% |
| MetLife-Preference Plus Select L Class Annuity ⇒ Victory Sycamore Mid Cap Value Portfolio [MF] | 1.4% |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ MFS VIT Utilities Fund [MF] | 1.4% |
| SHSAXMorgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX) [MF] C: Asset Name on 2024 Financial Disclosure Report: Blackrock Health Science Ptf A | 1.4% |
| Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A [MF] | 1.4% |
| Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A [MF] | 1.4% |
| PEMGXMorgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX) [MF] C: Asset Name on 2024 Financial Disclosure Report: Principal Midcap A | 1.4% |
| Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A [MF] . | 1.4% |
| XOMLois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST] | 0.34% |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GLAT Blackrock Dscplnd Mid Cap [MF] | 0.34% |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GS VIT Money Market [MF] | 0.34% |
| Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust [EF] | 0.34% |
| Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn [MF] | 0.34% |
| Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A [MF] | 0.34% |
| Morgan Stanley IRA - X085 ⇒ Blue Owl Credit Inc Corp [OT] | — |
| Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I [RE] | — |
| City of West Palm Beach 457 Deferred Compensation Plan ⇒ The City of WPB Custom Stable Value Fund [OT] | — |
| First Horizon Bank [BA] | — |
| Lois J. Frankel Living Trust ⇒ Morgan Stanley Bank N.A. [BA] | — |
| Morgan Stanley IRA - X529 ⇒ Morgan Stanley Private Bank N.A. [IH] | — |
| Florida Retirement System Pension Plan [PE] | — |
| Morgan Stanley IRA - X529 ⇒ | — |
| AMG Yachtman Focused N [MF] | — |
Committees
What they oversee — the context a trade is read against
Bills they sponsored
Legislation introduced under their own name, newest first
- HCONRES120HealthSep 24, 2026
Referred to the House Committee on Energy and Commerce.
- HRES1460Armed Forces and National SecurityJul 27, 2026
Acknowledging the courage and sacrifice of veterans of the Korean War and Korean Defense Veterans.
Referred to the House Committee on Veterans' Affairs.
- HR9405International AffairsJun 23, 2026
Referred to the House Committee on Foreign Affairs.
- HR8813Crime and Law EnforcementMay 14, 2026
Supporting Survivors from Faith-based Communities Act
Referred to the House Committee on the Judiciary.
- HCONRES81Labor and EmploymentMar 26, 2026
Recognizing the significance of equal pay and the disparity between wages paid to men and women.
Referred to the House Committee on Education and Workforce.
- HRES1087HealthFeb 26, 2026
Referred to the House Committee on Energy and Commerce.
- HR6857EducationDec 18, 2025
Protecting Students on Campus Act of 2025
Referred to the House Committee on Education and Workforce.
- HR6358EducationDec 2, 2025
Veteran Education Empowerment Act
Referred to the House Committee on Education and Workforce.
- HCONRES60FamiliesNov 13, 2025
Referred to the House Committee on Education and Workforce.
- HCONRES52HealthSep 26, 2025
Referred to the House Committee on Energy and Commerce.
- HR5575HealthSep 26, 2025
Referred to the House Committee on Science, Space, and Technology.
- HR4977HealthAug 15, 2025
Referred to the House Committee on Energy and Commerce.
Campaign finance
Reported to the FEC, through Jul 29, 2026
Raised
$2.3M
Spent
$1.4M
Cash on hand
$1.2M
From PACs
$525.3K
committee contributions
Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Lois Frankel's own campaign committee and not outside spending on their behalf.
Recent votes
What they actually did, with the date to read a trade against
| Date | Measure | Question | Vote |
|---|---|---|---|
| Sep 16, 2026 | S 2403 | Retire through Ownership Act | Yea |
| Sep 16, 2026 | H R 9497 | Water Resources Development Act | Yea |
| Sep 16, 2026 | H R 9340 | Ratepayer Protection Act | Yea |
| Sep 16, 2026 | H J RES 213 | Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision” | Nay |
| Sep 16, 2026 | H R 10326 | PROOF Act | Nay |
| Sep 16, 2026 | H R 9576 | National Fraud Enforcement Division Act | Yea |
| Sep 16, 2026 | H R 5334 | An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes | Yea |
| Sep 15, 2026 | H CON RES 93 | Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran | Yea |
| Sep 15, 2026 | H J RES 210 | Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision” | Nay |
| Sep 15, 2026 | H R 9500 | Tax Relief for Fraud Victims Act | Yea |
Most traded
By number of disclosed transactions
Disclosed transactions
1094 in total, newest first
| Asset | Amount | |
|---|---|---|
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
buyOpen | $1K – $15K | |
buyOpen | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
buyOpen | $1K – $15K | |
sellReduce | $1K – $15K |
Source: the original filing