Lois Frankel
U.S. House · Democrat · Florida, District 22
- Trade volume
- $1.4M-$20.1M
- Trades
- 1334
- Stocks
- 274
- Last filed
- Aug 26, 2023
Return history
Last 4 years copying every trade
$100,000 would be $142,534
The same $100,000 in SPY would be $218,029.
Total return
+42.5%
Annualized (4Y CAGR)
+9.3%
vs SPY
−12.3 pts/yr
Trades a year
37
Avg hold
4.6 months
Each buy counted from the day they traded, before it was public. 71 buys: best +195%, worst -55.4%, 17 lost money.
Sep 2022 to Sep 2026, at least 93% of buys priced each month. Not their actual account. What this covers
Each disclosed buy enters at the close on its trade date and leaves at the close of a later disclosed sale of the same stock, sized by the middle of the disclosed amount range. Trades are made public days or weeks later, so nobody could have bought at these prices. Filings give amount ranges, not share counts, so a sale closes the whole position. Options are priced off the underlying stock.
Returns from public disclosure
Every buy counted. n=71 · best +216.2% · worst -52.4% · 18 negative
Buys measured from disclosure-day open to Sep 21, 2026; sales excluded. Options use the underlying stock price. Median filing delay for these buys: 24 days. 96% had usable prices.
Latest trades
Embed on your siteFree preview: showing 10 of 1,334 trades.
Unlock everything- Transaction
- SALE
- Amount
- $1K - $15K
- Traded
- Aug 4, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $182.65
- Price now
- $32.68-82.1%
- Company
- 0 F S: New S O: Morgan Stanley IRA - X141 SolarEdge Technologies, Inc.
- Transaction
- PURCHASE
- Amount
- $1K - $15K
- Traded
- Aug 4, 2023
- Filed
- Aug 26, 2023
- Price at trade
- -
- Price now
- -
- Company
- S: New S O: Morgan Stanley IRA - X142 iShares Short Treasury Bond ETF
- Transaction
- SALE
- Amount
- $1K - $15K
- Traded
- Aug 9, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $202.29
- Price now
- $293.63+45.2%
- Company
- S O: Morgan Stanley IRA - X142 Willis Towers Watson Public Limited
- Transaction
- SALE
- Amount
- $1K - $15K
- Traded
- Aug 10, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $201.16
- Price now
- $293.63+46.0%
- Company
- S O: Morgan Stanley IRA - X141 Willis Towers Watson Public Limited
- Transaction
- SALE
- Amount
- $1K - $15K
- Traded
- Aug 2, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $172.44
- Price now
- $270.65+57.0%
- Company
- S O: Morgan Stanley IRA - X141 Texas Instruments Incorporated
- Transaction
- PURCHASE
- Amount
- $1K - $15K
- Traded
- Jul 26, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $134.47
- Price now
- $157.45+17.1%
- Company
- F S: New S O: Morgan Stanley IRA - X142 Target Corporation
- Transaction
- PURCHASE
- Amount
- $1K - $15K
- Traded
- Aug 3, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $123.81
- Price now
- $133.05+7.5%
- Company
- F S: New S O: Morgan Stanley IRA - X141 ProLogis, Inc.
- Transaction
- PURCHASE
- Amount
- $1K - $15K
- Traded
- Aug 2, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $123.68
- Price now
- $133.05+7.6%
- Company
- F S: New S O: Morgan Stanley IRA - X141 ProLogis, Inc.
- Transaction
- SALE
- Amount
- $1K - $15K
- Traded
- Jul 26, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $93.54
- Price now
- $196.31+109.9%
- Company
- F S: New S O: Morgan Stanley IRA - X141 Morgan Stanley
- Transaction
- SALE
- Amount
- $1K - $15K
- Traded
- Aug 2, 2023
- Filed
- Aug 26, 2023
- Price at trade
- $105.70
- Price now
- $148.78+40.8%
- Company
- S O: Morgan Stanley IRA - X142 Merck & Company, Inc. Common
1324 more trades are in the full history.
See the full history