Congressional stock trades · Member
Lois Frankel
Representative · FL-22 · Democrat
660 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Appropriations.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2023-03-13 | 2023-02-17 | 24 | Member | LAMRLamar Advertising Company - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-17 | 24 | Member | IFFInternational Flavors & Fragrances, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-17 | 24 | Member | FLRFluor Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-08 | 33 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-02 | 39 | Member | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-01 | 40 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-01 | 40 | Member | BLKBlackRock, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-01-31 | 41 | Member | Liberty Media Corporation - Series C Liberty SiriusXM | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-01-31 | 41 | Member | HASHasbro, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-01-31 | 41 | Member | ADSKAutodesk, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-01-31 | 41 | Member | LNTAlliant Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-11 | 23 | Member | JCIJohnson Controls International plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-11 | 23 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-11 | 23 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-05 | 29 | Member | DEODiageo plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-05 | 29 | Member | FLRFluor Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-05 | 29 | Member | HPPHudson Pacific Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-04 | 30 | Member | DEODiageo plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-04 | 30 | Member | NOCNorthrop Grumman Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-12-08 | 29 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-12-08 | 29 | Member | HPPHudson Pacific Properties, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-12-07 | 30 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-12-07 | 30 | Member | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-12-01 | 36 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-11-30 | 37 | Member | BLKBlackRock, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-11-30 | 37 | Member | DDDuPont de Nemours, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-11-30 | 37 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-11-30 | 37 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-11-30 | 37 | Member | UNPUnion Pacific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-06 | 2022-11-22 | 45 | Member | CARGCarGurus, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-11-09 | 9 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-11-02 | 16 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-11-02 | 16 | Member | CICigna Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-27 | 22 | Member | COLDAmericold Realty Trust, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-26 | 23 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-26 | 23 | Member | HALHalliburton Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-26 | 23 | Member | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-24 | 25 | Member | NSPInsperity, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-21 | 28 | Member | NSPInsperity, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-19 | 30 | Member | NOCNorthrop Grumman Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-18 | 2022-10-19 | 30 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-10-13 | 11 | Member | BRBroadridge Financial Solutions, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-10-12 | 12 | Member | DHRDanaher Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-10-12 | 12 | Member | CMCSAComcast Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-10-07 | 17 | Member | EXPEExpedia Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-10-07 | 17 | Member | FANGDiamondback Energy, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-10-07 | 17 | Member | HALHalliburton Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-28 | 26 | Member | DHRDanaher Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-28 | 26 | Member | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-28 | 26 | Member | BSXBoston Scientific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-28 | 26 | Member | PGRProgressive Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-23 | 31 | Member | VNTVontier Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-21 | 33 | Member | UIUbiquiti Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-20 | 34 | Member | UIUbiquiti Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-20 | 34 | Member | CARGCarGurus, Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-19 | 35 | Member | EPAMEPAM Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-24 | 2022-09-19 | 35 | Member | SEDGSolarEdge Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-14 | 6 | Member | DHRDanaher Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-14 | 6 | Member | KLACKLA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-14 | 6 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-12 | 8 | Member | ADIAnalog Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-07 | 13 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-07 | 13 | Member | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-07 | 13 | Member | KLACKLA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-07 | 13 | Member | CLColgate-Palmolive Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-07 | 13 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-07 | 13 | Member | ETNEaton Corporation, PLC Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-08-10 | 21 | Member | CLColgate-Palmolive Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-08-10 | 21 | Member | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-08-03 | 28 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-08-03 | 28 | Member | NOCNorthrop Grumman Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-28 | 34 | Member | ZBHZimmer Biomet Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-28 | 34 | Member | AREAlexandria Real Estate Equities, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-28 | 34 | Member | BURLBurlington Stores, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-27 | 35 | Member | GXOGXO Logistics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-25 | 37 | Member | LKQLKQ Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-22 | 40 | Member | HUBBHubbell Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-22 | 40 | Member | ADIAnalog Devices, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-22 | 40 | Member | TTTrane Technologies plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-22 | 40 | Member | CBOECboe Global Markets, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-21 | 41 | Member | CLColgate-Palmolive Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-20 | 42 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-20 | 42 | Member | COPConocoPhillips | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-20 | 42 | Member | TTTrane Technologies plc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-31 | 2022-07-19 | 43 | Member | HPPHudson Pacific Properties, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-22 | 2022-07-15 | 7 | Member | HPPHudson Pacific Properties, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-22 | 2022-07-13 | 9 | Member | TTTrane Technologies plc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-22 | 2022-06-29 | 23 | Member | SWKStanley Black & Decker, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-22 | 2022-06-22 | 30 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-22 | 2022-06-22 | 30 | Member | DUKDuke Energy Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-22 | 2022-06-15 | 37 | Member | CMCSAComcast Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-06-14 | 2 | Member | HELEHelen of Troy Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-06-13 | 3 | Member | ZBHZimmer Biomet Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-06-01 | 15 | Member | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-06-01 | 15 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-05-25 | 22 | Member | GXOGXO Logistics, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-05-18 | 29 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-05-18 | 29 | Member | FIRST REPUBLIC BANK | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-16 | 2022-05-18 | 29 | Member | CICigna Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-05-11 | 29 | Member | JCIJohnson Controls International plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-05-11 | 29 | Member | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-05-04 | 36 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-05-04 | 36 | Member | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-05-02 | 38 | Member | Alleghany Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-05-02 | 38 | Member | COLDAmericold Realty Trust Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-29 | 41 | Member | COLDAmericold Realty Trust Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-29 | 41 | Member | Alleghany Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-27 | 43 | Member | GXOGXO Logistics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-27 | 43 | Member | CCitigroup, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-27 | 43 | Member | Pioneer Natural Resources Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-25 | 45 | Member | VNTVontier Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-25 | 45 | Member | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-25 | 45 | Member | AVYAvery Dennison Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-09 | 2022-04-25 | 45 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-04-13 | 20 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-04-13 | 20 | Member | CBChubb Limited | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-04-13 | 20 | Member | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-04-06 | 27 | Member | FISFidelity National Information Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-04-06 | 27 | Member | NXPINXP Semiconductors N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-03-30 | 34 | Member | CCitigroup, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-03-30 | 34 | Member | Pioneer Natural Resources Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-03-24 | 40 | Member | JCIJohnson Controls International plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-03-23 | 41 | Member | JCIJohnson Controls International plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-03 | 2022-03-23 | 41 | Member | CCitigroup, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-09 | 28 | Member | TXNTexas Instruments Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-09 | 28 | Member | NOCNorthrop Grumman Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-09 | 28 | Member | SOSouthern Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-09 | 28 | Member | MARMarriott International - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-08 | 29 | Member | MCKMcKesson Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-08 | 29 | Member | IAA, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-08 | 29 | Member | SEDGSolarEdge Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-02 | 35 | Member | MCKMcKesson Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-03-02 | 35 | Member | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-02-22 | 43 | Member | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-02-22 | 43 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-02-22 | 43 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-02-22 | 43 | Member | KMBKimberly-Clark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-06 | 2022-02-21 | 44 | Member | KMBKimberly-Clark Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-14 | 13 | Member | NuVasive, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-10 | 17 | Member | KMBKimberly-Clark Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-10 | 17 | Member | HXLHexcel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-09 | 18 | Member | KMBKimberly-Clark Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-09 | 18 | Member | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-09 | 18 | Member | NXPINXP Semiconductors N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-09 | 18 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-07 | 20 | Member | CLXClorox Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-07 | 20 | Member | SSNCSS&C Technologies Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-03 | 24 | Member | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-02 | 25 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-02 | 25 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-02-02 | 25 | Member | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-01-27 | 31 | Member | FANGDiamondback Energy, Inc. - Commmon Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-01-26 | 32 | Member | CCitigroup, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-27 | 2022-01-19 | 39 | Member | LMTLockheed Martin Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-13 | 34 | Member | KKRKKR & Co. Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-12 | 35 | Member | KKRKKR & Co. Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-12 | 35 | Member | LMTLockheed Martin Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-11 | 36 | Member | OLLIOllie's bargain Outlet Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-11 | 36 | Member | DCIDonaldson Company, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-11 | 36 | Member | FANGDiamondback Energy, Inc. - Commmon Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-11 | 36 | Member | MTBM&T bank Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-11 | 36 | Member | Hess Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | EXPDExpeditors International of Washington, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | Hess Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | OLLIOllie's bargain Outlet Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | FANGDiamondback Energy, Inc. - Commmon Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | ITGartner, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | BWXTBWX Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-10 | 37 | Member | SEDGSolarEdge Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-15 | 32 | Member | KMBKimberly-Clark Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-10 | 37 | Member | ZBHZimmer biomet Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-10 | 37 | Member | BWXTBWX Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-10 | 37 | Member | NSPInsperity, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-09 | 38 | Member | FIRST REPUBLIC BANK | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-09 | 38 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-09 | 38 | Member | EPAMEPAM Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-08 | 39 | Member | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-05 | 42 | Member | XRAYDENTSPLY SIRONA Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-03 | 44 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-03 | 44 | Member | INTCIntel Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-03 | 44 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-03 | 44 | Member | CBChubb Limited | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-16 | 2021-12-03 | 44 | Member | XRAYDENTSPLY SIRONA Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-18 | 42 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-18 | 42 | Member | NDAQNasdaq, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-18 | 42 | Member | NDAQNasdaq, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-17 | 43 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-17 | 43 | Member | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-17 | 43 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-17 | 43 | Member | MARMarriott International - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-30 | 2021-11-17 | 43 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-21 | 2021-11-11 | 40 | Member | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-21 | 2021-11-10 | 41 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-21 | 2021-11-10 | 41 | Member | ETNEaton Corporation, PLC Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-10-06 | 26 | Member | KKRKKR & Co. Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-10-06 | 26 | Member | AONAon plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-30 | 32 | Member | KKRKKR & Co. Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-29 | 33 | Member | PNCPNC Financial Services Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-28 | 34 | Member | OLLIOllie's bargain Outlet Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
36 assets with a value on the report filed 2026-05-12, 4 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| First Horizon Bank | Other | Member | $1,001 - $15,000 |
| Florida Retirement System Pension Plan | Other | Member | Undetermined |
| IBMInternational Business Machines Corporation | Stock | Member | $15,001 - $50,000 |
| PRUPrudential Financial, Inc. | Stock | Member | $15,001 - $50,000 |
| Brandywine Global-Global Opps Bond IS | Fund | Member | $50,001 - $100,000 |
| Dodge & Cox Income Fund Class X | Fund | Member | $50,001 - $100,000 |
| The City of WPB Custom Stable Value Fund | Other | Member | $15,001 - $50,000 |
| XOMExxon Mobil Corporation | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.A. | Other | Member | $1,001 - $15,000 |
| BlackRock Bond Income Portfolio | Fund | Member | $15,001 - $50,000 |
| MFS Value Portfolio (Class B) | Fund | Member | $15,001 - $50,000 |
| MSCI EAFE Index Portfolio | Fund | Member | $15,001 - $50,000 |
| Neuberger Berman Genesis Portfolio | Fund | Member | $15,001 - $50,000 |
| Victory Sycamore Mid Cap Value Portfolio | Fund | Member | $15,001 - $50,000 |
| Blue Owl Credit Inc Corp | Other | Member | $100,001 - $250,000 |
| FS Credit REIT Cl I | Other | Member | $100,001 - $250,000 |
| GA Blackrock Disciplined Mid C | Fund | Member | $50,001 - $100,000 |
| GLAT Blackrock Dscplnd Mid Cap | Fund | Member | $1,001 - $15,000 |
| GS VIT Money Market | Fund | Member | $1,001 - $15,000 |
| MFS VIT Utilities Fund | Fund | Member | $15,001 - $50,000 |
| AMG Yachtman Focused N | Fund | Member | $50,001 - $100,000 |
| BlackRock HlthSc Op A | Fund | Member | $15,001 - $50,000 |
| E V Adv Floating Rate A | Fund | Member | $15,001 - $50,000 |
| Invesco QQQ Trust | Fund | Member | $1,001 - $15,000 |
| JP Morgan Equity Income A | Fund | Member | $50,001 - $100,000 |
| Lazard Glb Lstd Infr Ptf Opn | Fund | Member | $1,001 - $15,000 |
| MFS International Value A | Fund | Member | $100,001 - $250,000 |
| MSFTMicrosoft Corporation | Stock | Member | $100,001 - $250,000 |
| Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl | Fund | Member | $500,001 - $1,000,000 |
| Morgan Stanley Private Bank N.A. | Other | Member | $1 - $1,000 |
| PGIM Jennison Health Sciences A | Fund | Member | $15,001 - $50,000 |
| PIMCO Foreign Bond (Hedged) A | Fund | Member | $1,001 - $15,000 |
| Principal Fds, Inc. MidCap Fd Cl A | Fund | Member | $15,001 - $50,000 |
| SPDR Gold Trust | Fund | Member | $50,001 - $100,000 |
| T Rowe Price Cap Apprec Adv | Fund | Member | $250,001 - $500,000 |
| Virtus Kar Small-Cap Growth A | Fund | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.