Lois Frankel
U.S. Representative, Florida district 22 (FL22)
Latest disclosure May 12, 2026: Annual report (FD Original) for 2025, filing 10075817.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075817.
As of May 12, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| MSUXX | Morgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) MF | Member | $500,001 - $1,000,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv MF | Member | $250,001 - $500,000 | p. 4 |
| none | Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I RE | Member | $100,001 - $250,000 | p. 2 |
| none | Morgan Stanley IRA - X529 ⇒ MFS International Value A MF | Member | $100,001 - $250,000 | p. 3 |
| MSFT | Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) ST | Member | $100,001 - $250,000 | p. 3 |
| none | City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Brandywine Global-Global Opps Bond IS MF | Member | $50,001 - $100,000 | p. 1 |
| none | City of West Palm Beach 401(a) Defined Contribution Retirement Plan ⇒ Dodge & Cox Income Fund Class X MF | Member | $50,001 - $100,000 | p. 1 |
| none | Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GA Blackrock Disciplined Mid C MF | Member | $50,001 - $100,000 | p. 2 |
| none | Morgan Stanley IRA - X529 ⇒ AMG Yachtman Focused N MF | Member | $50,001 - $100,000 | p. 2 |
| none | Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A MF | Member | $50,001 - $100,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust EF | Member | $50,001 - $100,000 | p. 3 |
| IBM | International Business Machines Corporation (IBM) ST | Member | $15,001 - $50,000 | p. 1 |
| PRU | Prudential Financial, Inc. (PRU) ST | Member | $15,001 - $50,000 | p. 1 |
| none | MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock Bond Income Portfolio MF | Member | $15,001 - $50,000 | p. 2 |
| none | MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value Portfolio (Class B) MF | Member | $15,001 - $50,000 | p. 2 |
| none | MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE Index Portfolio MF | Member | $15,001 - $50,000 | p. 2 |
| none | MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger Berman Genesis Portfolio MF | Member | $15,001 - $50,000 | p. 2 |
| none | MetLife-Preference Plus Select L Class Annuity ⇒ Victory Sycamore Mid Cap Value Portfolio MF | Member | $15,001 - $50,000 | p. 2 |
| none | Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ MFS VIT Utilities Fund MF | Member | $15,001 - $50,000 | p. 2 |
| SHSAX | Morgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX) MF | Member | $15,001 - $50,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A MF | Member | $15,001 - $50,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A MF | Member | $15,001 - $50,000 | p. 3 |
| PEMGX | Morgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl A (PEMGX) MF | Member | $15,001 - $50,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A MF | Member | $15,001 - $50,000 | p. 4 |
| XOM | Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) ST | Member | $1,001 - $15,000 | p. 2 |
| none | Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GLAT Blackrock Dscplnd Mid Cap MF | Member | $1,001 - $15,000 | p. 2 |
| none | Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II ⇒ GS VIT Money Market MF | Member | $1,001 - $15,000 | p. 2 |
| none | Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust EF | Member | $1,001 - $15,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn MF | Member | $1,001 - $15,000 | p. 3 |
| none | Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A MF | Member | $1,001 - $15,000 | p. 3 |
5 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 12, 2026 Annual report (FD Original) (2025), filing 10075817 itemised above
- May 15, 2025 Annual report (FD Original) (2024), filing 10066434
- May 14, 2024 Periodic transaction report (2024), filing 20025035
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