Democrat · Representative · FL, District 22

Lois Frankel

534 disclosed trades · 27/09/2013 → 08/09/2023

Tickers: 161
Buys / sells: 298 / 235
Median lag: 30d
Est. volume: $4.4M

F38/ 100

median 30d lag to file · 15 late

Return mirror

Buy disclosures averaged +40.9% since filing, -61.4 pp vs S&P 500.

since disclosure

Win rate: 70.1%
Avg return: +40.9%
vs S&P 500: -61.4 pp

Playbook

Index Shadow

Lois shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence: 54/yr
Buy bias: 56%

Activity timeline

yearwise

Most traded

by count

MRK13
JCI12
PLD10
C9
CI8
BSX8

Estimated holdings

10 positions · $295.5K est. volume

GD$40K
PLD$39.5K
MDT$32K
APC$32K
PFE$32K
HAIN$24K

All disclosed trades (534)

Showing 534 of 534 loaded disclosures

Asset

14/05/2024Traded 24/05/2023Sell+JCI
JCI2000107063 Johnson Controls International plc Ordinary Share
Managed by MFS Investment MGMT
356d$1,001–$15,000
10/10/2023Traded 08/09/2023SellAOS
AOSA.O. Smith
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellABBV
ABBVAbbVie
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellACN
ACNAccenture plc Class A Ordinary Shares
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellARE
AREAlexandria Real Estate Equities
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellLNT
LNTAlliant Energy
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellAXP
AXPAmerican Express Company
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellCOLD
COLDAmericold Realty Trust
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellADI
ADIAnalog Devices
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellAON
AONAon plc Class A Ordinary Shares
32d$15,001–$50,000
10/10/2023Traded 08/09/2023SellADSK
ADSKAutodesk
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellAVY
AVYAvery Dennison
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellBIO
BIOBio-Rad Laboratories, Inc. Class A
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellBAH
BAHBooz Allen Hamilton Holding
32d$1,001–$15,000
10/10/2023Traded 08/09/2023Sell×2BSX
BSXBoston Scientific
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellBR
BRBroadridge Financial Solutions
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellBWXT
BWXTBWX Technologies
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellCASY
CASYCaseys General Stores
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellCBOE
CBOECboe Global Markets
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellCRL
CRLCharles River Laboratories International
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellCB
CBChubb Limited
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellC
CCitigroup
32d$1,001–$15,000
10/10/2023Traded 08/09/2023SellCMCSA
CMCSAComcast Corporation - Class A
32d$15,001–$50,000
10/10/2023Traded 08/09/2023SellCOP
COPConocoPhillips
32d$15,001–$50,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 08/09/2023. Identical consecutive line items on the same filing are collapsed with a ×N badge.