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Congress
Lois Frankel
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$276.47
ABBV · 2026-10-09 · USD
Stock price change
+$46.17
+20.05% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$12K
As of 2026-10-09
Estimated gain / loss
+$2,004.78
+20.05%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Morgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) [MF] | $500K – $1M |
| Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv [MF] | $250K – $500K |
| Morgan Stanley IRA - X085 ⇒ Blue Owl Credit Inc Corp [OT] | $100K – $250K |
| Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I [RE] | $100K – $250K |
| Morgan Stanley IRA - X529 ⇒ MFS International Value A [MF] | $100K – $250K |
| Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) [ST] | $100K – $250K |
| City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Brandywine Global-Global Opps Bond IS [MF] | $50K – $100K |
| City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Dodge & Cox Income Fund Class X [MF] | $50K – $100K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GA Blackrock Disciplined Mid C [MF] | $50K – $100K |
| Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A [MF] | $50K – $100K |
| Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust [EF] | $50K – $100K |
| International Business Machines Corporation (IBM) [ST] | $15K – $50K |
| Prudential Financial, Inc. (PRU) [ST] | $15K – $50K |
| City of West Palm Beach 457 Deferred Compensation Plan ⇒ The City of WPB Custom Stable Value Fund [OT] | $15K – $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock Bond Income Portfolio [MF] | $15K – $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value Portfolio (Class B) [MF] | $15K – $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE Index Portfolio [MF] | $15K – $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger Berman Genesis Portfolio [MF] | $15K – $50K |
| MetLife-Preference Plus Select L Class Annuity ⇒ Victory Sycamore Mid Cap Value Portfolio [MF] | $15K – $50K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ MFS VIT Utilities Fund [MF] | $15K – $50K |
| Morgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX) [MF] C: Asset Name on 2024 Financial Disclosure Report: Blackrock Health Science Ptf A | $15K – $50K |
| Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A [MF] | $15K – $50K |
| Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A [MF] | $15K – $50K |
| Morgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX) [MF] C: Asset Name on 2024 Financial Disclosure Report: Principal Midcap A | $15K – $50K |
| Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A [MF] . | $15K – $50K |
| First Horizon Bank [BA] | $1K – $15K |
| Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST] | $1K – $15K |
| Lois J. Frankel Living Trust ⇒ Morgan Stanley Bank N.A. [BA] | $1K – $15K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GLAT Blackrock Dscplnd Mid Cap [MF] | $1K – $15K |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GS VIT Money Market [MF] | $1K – $15K |
| Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust [EF] | $1K – $15K |
| Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn [MF] | $1K – $15K |
| Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A [MF] | $1K – $15K |
| Morgan Stanley IRA - X529 ⇒ Morgan Stanley Private Bank N.A. [IH] | $1 – $1K |
| Florida Retirement System Pension Plan [PE] | Not specified |
| Morgan Stanley IRA - X529 ⇒ | Not specified |
| AMG Yachtman Focused N [MF] | Not specified |