Lois Frankel
DHouse · FL-22
STOCK Act filings · simulated, not advice.
annual holdings (14)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 05/16/2014 → 11/03/2026.
Simulated portfolio
+194.5%
SPY
+394.2%
vs SPY
-199.7%
Simulated portfolioSPYBuySell
Trades
1544
Last traded
09/08/2023
Disclosed (est.)
$12.6M
File lag
27 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
JCI Johnson Controls International plc Ordinary Share (JCI) | Sale (partial) Owner: Self | $1,001 - $15,000 | 05/24/2023 | 05/14/2024 | -161.2% vs SPY -69.5% | -127.0% vs SPY -80.4% | 20025035 |
WRB W.R. Berkley Corporation (WRB) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -97.2% vs SPY -21.0% | -88.6% vs SPY -9.3% | 20023816 |
VNT Vontier Corporation (VNT) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -22.4% vs SPY +53.8% | -16.7% vs SPY +62.5% | 20023816 |
UNP Union Pacific Corporation (UNP) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -53.1% vs SPY +23.1% | -54.7% vs SPY +24.5% | 20023816 |
ULTA Ulta Beauty, Inc. (ULTA) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -53.5% vs SPY +22.7% | -62.3% vs SPY +17.0% | 20023816 |
TT Trane Technologies plc (TT) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -108.4% vs SPY -32.2% | -103.1% vs SPY -23.8% | 20023816 |
TMO Thermo Fisher Scientific Inc (TMO) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -36.1% vs SPY +40.0% | -43.1% vs SPY +36.1% | 20023816 |
HSY The Hershey Company (HSY) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +12.4% vs SPY +88.6% | +4.5% vs SPY +83.7% | 20023816 |
CI The Cigna Group (CI) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2023 | 10/10/2023 | -11.2% vs SPY +64.9% | -6.3% vs SPY +72.9% | 20023816 |
TXN Texas Instruments Incorporated (TXN) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -107.8% vs SPY -31.6% | -117.5% vs SPY -38.2% | 20023816 |
TEL TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -79.7% vs SPY -3.5% | -83.2% vs SPY -3.9% | 20023816 |
ADI Analog Devices, Inc. (ADI) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -147.9% vs SPY -71.7% | -151.5% vs SPY -72.2% | 20023816 |
TGT Target Corporation (TGT) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -39.3% vs SPY +36.9% | -58.1% vs SPY +21.2% | 20023816 |
SUI Sun Communities, Inc. (SUI) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -11.4% vs SPY +64.8% | -20.6% vs SPY +58.7% | 20023816 |
SSNC SS&C Technologies Holdings, Inc. (SSNC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -51.3% vs SPY +24.9% | -59.9% vs SPY +19.4% | 20023816 |
SO Southern Company (SO) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -53.0% vs SPY +23.2% | -54.9% vs SPY +24.3% | 20023816 |
SHW Sherwin-Williams Company (SHW) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -29.0% vs SPY +47.2% | -37.0% vs SPY +42.3% | 20023816 |
RGLD Royal Gold, Inc. (RGLD) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -119.7% vs SPY -43.5% | -122.7% vs SPY -43.4% | 20023816 |
PLD ProLogis, Inc. (PLD) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2023 | 10/10/2023 | -16.9% vs SPY +59.3% | -26.5% vs SPY +52.8% | 20023816 |
PGR Progressive Corporation (PGR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -84.6% vs SPY -8.4% | -74.1% vs SPY +5.2% | 20023816 |
POR Portland General Electric Co (POR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -19.6% vs SPY +56.6% | -21.3% vs SPY +58.0% | 20023816 |
PNC PNC Financial Services Group, Inc. (PNC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -121.2% vs SPY -45.1% | -110.8% vs SPY -31.5% | 20023816 |
COLD Americold Realty Trust, Inc. (COLD) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +48.0% vs SPY +124.1% | +42.0% vs SPY +121.3% | 20023816 |
PXD Pioneer Natural Resources Company (PXD) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | n/a | n/a | 20023816 |
PFE Pfizer, Inc. (PFE) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -6.2% vs SPY +70.0% | -9.9% vs SPY +69.4% | 20023816 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +13.2% vs SPY +89.4% | +5.9% vs SPY +85.2% | 20023816 |
PCAR PACCAR Inc. (PCAR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -34.8% vs SPY +41.4% | -31.4% vs SPY +47.9% | 20023816 |
NXPI NXP Semiconductors N.V. (NXPI) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -37.2% vs SPY +39.0% | -36.2% vs SPY +43.1% | 20023816 |
NOC Northrop Grumman Corporation (NOC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -36.9% vs SPY +39.3% | -22.2% vs SPY +57.1% | 20023816 |
NSC Norfolk Southern Corporation (NSC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -85.7% vs SPY -9.5% | -79.8% vs SPY -0.6% | 20023816 |
NSRGY Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +3.5% vs SPY +79.7% | +2.3% vs SPY +81.6% | 20023816 |
AXP American Express Company (AXP) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -114.7% vs SPY -38.6% | -122.2% vs SPY -43.0% | 20023816 |
NSA National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | n/a | n/a | 20023816 |
NDAQ Nasdaq, Inc. (NDAQ) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -117.5% vs SPY -41.3% | -124.3% vs SPY -45.0% | 20023816 |
MS Morgan Stanley (MS) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -141.7% vs SPY -65.5% | -160.1% vs SPY -80.9% | 20023816 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -46.4% vs SPY +29.8% | -53.2% vs SPY +26.0% | 20023816 |
MCK McKesson Corporation (MCK) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -140.7% vs SPY -64.5% | -121.8% vs SPY -42.5% | 20023816 |
MCK McKesson Corporation (MCK) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -140.7% vs SPY -64.5% | -121.8% vs SPY -42.5% | 20023816 |
MMC Marsh & McLennan Companies, Inc. (MMC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | n/a | n/a | 20023816 |
MAR Marriott International - Class A (MAR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -108.4% vs SPY -32.2% | -116.0% vs SPY -36.7% | 20023816 |
MKL Markel Group Inc. (MKL) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -28.9% vs SPY +47.3% | -27.6% vs SPY +51.6% | 20023816 |
LNT Alliant Energy Corporation (LNT) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -58.4% vs SPY +17.8% | -61.8% vs SPY +17.5% | 20023816 |
MTB M&T Bank Corporation (MTB) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -100.1% vs SPY -23.9% | -93.8% vs SPY -14.6% | 20023816 |
LOW Lowe's Companies, Inc. (LOW) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +1.4% vs SPY +77.6% | -12.2% vs SPY +67.1% | 20023816 |
LKQ LKQ Corporation (LKQ) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +57.8% vs SPY +133.9% | +58.1% vs SPY +137.4% | 20023816 |
LBRDK Liberty Broadband Corporation - Class C (LBRDK) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20023816 |
LAMR Lamar Advertising Company - Class A (LAMR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -112.7% vs SPY -36.5% | -120.1% vs SPY -40.9% | 20023816 |
KLAC KLA Corporation (KLAC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -221.4% vs SPY -145.2% | -231.4% vs SPY -152.2% | 20023816 |
KKR KKR & Co. Inc. (KKR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -55.9% vs SPY +20.3% | -55.2% vs SPY +24.1% | 20023816 |
KVUE Kenvue Inc. (KVUE) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20023816 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2023 | 10/10/2023 | -152.3% vs SPY -76.1% | -146.4% vs SPY -67.2% | 20023816 |
ARE Alexandria Real Estate Equities, Inc. (ARE) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +56.2% vs SPY +132.4% | +51.0% vs SPY +130.3% | 20023816 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -80.5% vs SPY -4.3% | -85.6% vs SPY -6.3% | 20023816 |
ITW Illinois Tool Works Inc. (ITW) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -29.9% vs SPY +46.3% | -30.2% vs SPY +49.1% | 20023816 |
HUBB Hubbell Inc (HUBB) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -42.5% vs SPY +33.6% | -50.3% vs SPY +29.0% | 20023816 |
HON Honeywell International Inc. (HON) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -30.7% vs SPY +45.5% | -28.7% vs SPY +50.6% | 20023816 |
HES Hess Corporation (HES) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | n/a | n/a | 20023816 |
HAL Halliburton Company (HAL) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +11.6% vs SPY +87.8% | +12.4% vs SPY +91.7% | 20023816 |
GL Globe Life Inc. (GL) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -49.0% vs SPY +27.2% | -43.3% vs SPY +36.0% | 20023816 |
GD General Dynamics Corporation (GD) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -83.3% vs SPY -7.1% | -66.9% vs SPY +12.3% | 20023816 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +16.7% vs SPY +92.9% | +13.6% vs SPY +92.9% | 20023816 |
IT Gartner, Inc. (IT) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +42.3% vs SPY +118.5% | +43.4% vs SPY +122.7% | 20023816 |
FLR Fluor Corporation (FLR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -37.1% vs SPY +39.1% | -27.2% vs SPY +52.0% | 20023816 |
FAF First American Corporation (FAF) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -19.7% vs SPY +56.5% | -33.5% vs SPY +45.8% | 20023816 |
EXPD Expeditors International of Washington, Inc. (EXPD) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -84.4% vs SPY -8.3% | -80.9% vs SPY -1.6% | 20023816 |
ES Eversource Energy (ES) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -29.1% vs SPY +47.1% | -34.5% vs SPY +44.8% | 20023816 |
ETR Entergy Corporation (ETR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -152.1% vs SPY -75.9% | -152.9% vs SPY -73.6% | 20023816 |
ETN Eaton Corporation, PLC Ordinary Shares (ETN) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -72.2% vs SPY +4.0% | -88.4% vs SPY -9.1% | 20023816 |
DD DuPont de Nemours, Inc. (DD) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -71.8% vs SPY +4.4% | -69.5% vs SPY +9.7% | 20023816 |
DUK Duke Energy Corporation (DUK) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -55.6% vs SPY +20.6% | -57.6% vs SPY +21.7% | 20023816 |
DORM Dorman Products, Inc. (DORM) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -73.1% vs SPY +3.1% | -76.1% vs SPY +3.2% | 20023816 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -114.2% vs SPY -38.0% | -113.7% vs SPY -34.4% | 20023816 |
D Dominion Energy, Inc. (D) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -63.2% vs SPY +13.0% | -79.0% vs SPY +0.2% | 20023816 |
FANG Diamondback Energy, Inc. (FANG) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -37.6% vs SPY +38.6% | -35.1% vs SPY +44.1% | 20023816 |
DEO Diageo plc (DEO) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | +36.0% vs SPY +112.2% | +33.2% vs SPY +112.5% | 20023816 |
COP ConocoPhillips (COP) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2023 | 10/10/2023 | -29.2% vs SPY +47.0% | -31.4% vs SPY +47.9% | 20023816 |
CMCSA Comcast Corporation - Class A (CMCSA) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2023 | 10/10/2023 | +36.4% vs SPY +112.6% | +35.7% vs SPY +115.0% | 20023816 |
C Citigroup, Inc. (C) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -233.2% vs SPY -157.0% | -225.7% vs SPY -146.4% | 20023816 |
CB Chubb Limited (CB) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -85.8% vs SPY -9.6% | -80.2% vs SPY -0.9% | 20023816 |
CRL Charles River Laboratories International, Inc. (CRL) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2023 | 10/10/2023 | -76.2% vs SPY +0.0% | -78.5% vs SPY +0.7% | 20023816 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.