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 |
|---|---|---|---|---|---|---|---|
| 2021-11-01 | 2021-09-28 | 34 | Member | MKLMarkel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-27 | 35 | Member | CARGCarGurus, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-27 | 35 | Member | HSTHost Hotels | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-24 | 38 | Member | TTTrane Technologies plc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-24 | 38 | Member | HSTHost Hotels | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-24 | 38 | Member | MARMarriott International - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-23 | 39 | Member | TTTrane Technologies plc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-23 | 39 | Member | WWDWoodward, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-23 | 39 | Member | MARMarriott International - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-23 | 39 | Member | Willis Towers Watson Public Limited Company - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-22 | 40 | Member | Willis Towers Watson Public Limited Company - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-01 | 2021-09-22 | 40 | Member | WWDWoodward, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-16 | 12 | Member | SWKStanley black & Decker, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-16 | 12 | Member | FISVFiserv, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-15 | 13 | Member | SWKStanley black & Decker, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-15 | 13 | Member | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-10 | 18 | Member | Roche Holdings AG basel American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-10 | 18 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-09 | 19 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-02 | 26 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-01 | 27 | Member | Roche Holdings AG basel American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-01 | 27 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-28 | 2021-09-01 | 27 | Member | UNPUnion Pacific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-18 | 2021-08-12 | 6 | Member | HUNHuntsman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-18 | 2021-08-04 | 14 | Member | WATWaters Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-18 | 2021-08-04 | 14 | Member | MKLMarkel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-18 | 2021-08-04 | 14 | Member | GXOGXO Logistics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-18 | 2021-07-29 | 20 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-18 | 2021-07-15 | 34 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-07-14 | 20 | Member | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-07-14 | 20 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-07-02 | 32 | Member | RGLDRoyal Gold, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-07-01 | 33 | Member | RGLDRoyal Gold, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-06-30 | 34 | Member | CDK Global, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-06-30 | 34 | Member | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-06-30 | 34 | Member | Roche Holdings AG basel American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-06-30 | 34 | Member | RGLDRoyal Gold, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-03 | 2021-06-26 | 38 | Member | CLXClorox Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-06-09 | 21 | Member | CICigna Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-06-02 | 28 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-06-02 | 28 | Member | USBU.S. bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-27 | 34 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-27 | 34 | Member | USBU.S. bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-26 | 35 | Member | USBU.S. bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-26 | 35 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-19 | 42 | Member | USBU.S. bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-19 | 42 | Member | CMCSAComcast Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-05-07 | 18 | Member | HAEHaemonetics Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-05-06 | 19 | Member | HAEHaemonetics Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-05-05 | 20 | Member | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-05-05 | 20 | Member | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-04-23 | 32 | Member | CARGCarGurus, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-04-21 | 34 | Member | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-25 | 2021-04-21 | 34 | Member | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-04-14 | 9 | Member | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-04-14 | 9 | Member | GSGoldman Sachs Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-04-08 | 15 | Member | PPGPPG Industries, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-04-07 | 16 | Member | CLColgate-Palmolive Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-26 | 28 | Member | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-24 | 30 | Member | GSGoldman Sachs Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-24 | 30 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-19 | 35 | Member | NINiSource Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-18 | 36 | Member | TRVThe Travelers Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-17 | 37 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-17 | 37 | Member | SONSonoco Products Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-16 | 38 | Member | Hess Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-23 | 2021-03-16 | 38 | Member | SONSonoco Products Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-24 | 2 | Member | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-15 | 11 | Member | XELXcel Energy Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-15 | 11 | Member | BOHBank of Hawaii Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-15 | 11 | Member | LNTAlliant Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-15 | 11 | Member | Hess Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-11 | 15 | Member | TRVThe Travelers Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-10 | 16 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-10 | 16 | Member | TRVThe Travelers Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-03-01 | 25 | Member | CBOECboe Global Markets, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-25 | 29 | Member | HXLHexcel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-25 | 29 | Member | HPPHudson Pacific Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-25 | 29 | Member | EFXEquifax, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-24 | 30 | Member | AXPAmerican Express Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-19 | 35 | Member | CBOECboe Global Markets, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-19 | 35 | Member | GPCGenuine Parts Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-18 | 36 | Member | GPCGenuine Parts Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-18 | 36 | Member | EPAMEPAM Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-18 | 36 | Member | BAHBooz Allen Hamilton Holding Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-18 | 36 | Member | CBOECboe Global Markets, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-17 | 37 | Member | AXPAmerican Express Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-26 | 2021-02-17 | 37 | Member | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-25 | 2021-02-10 | 15 | Member | CLColgate-Palmolive Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-25 | 2021-02-10 | 15 | Member | TRVThe Travelers Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-25 | 2021-01-28 | 28 | Member | CLColgate-Palmolive Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-25 | 2021-01-28 | 28 | Member | PPGPPG Industries, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-25 | 2021-01-21 | 35 | Member | CICigna Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-13 | 8 | Member | AXPAmerican Express Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-13 | 8 | Member | NOCNorthrop Grumman Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-13 | 8 | Member | FLRFluor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-06 | 15 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-06 | 15 | Member | HONHoneywell International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-05 | 16 | Member | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-21 | 2021-01-05 | 16 | Member | EXPEExpedia Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-11 | 17 | Member | PPLPPL Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-11 | 17 | Member | Bluebird bio, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-10 | 18 | Member | Bluebird bio, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-09 | 19 | Member | NXPINXP Semiconductors N.V. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-09 | 19 | Member | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-03 | 25 | Member | HXLHexcel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-12-01 | 27 | Member | FLRFluor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-30 | 28 | Member | FLRFluor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-30 | 28 | Member | PORPortland General Electric Co | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-20 | 38 | Member | CIENCiena Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-16 | 42 | Member | AVYAvery Dennison Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-16 | 42 | Member | BOHBank of Hawaii Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-16 | 42 | Member | NSPInsperity, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-11-11 | 13 | Member | ETNEaton Corporation, PLC Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-11-04 | 20 | Member | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-29 | 26 | Member | HXLHexcel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-28 | 27 | Member | Pioneer Natural Resources Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-28 | 27 | Member | USBU.S. bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-28 | 27 | Member | EOGEOG Resources, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-28 | 27 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-27 | 28 | Member | HXLHexcel Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-21 | 34 | Member | NOCNorthrop Grumman Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-24 | 2020-10-21 | 34 | Member | BSXBoston Scientific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-10-14 | 8 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-10-07 | 15 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-10-07 | 15 | Member | PFEPfizer, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-10-01 | 21 | Member | STTState Street Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-10-01 | 21 | Member | PBFPBF Energy Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-10-01 | 21 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-30 | 22 | Member | FANGDiamondback Energy, Inc. - Commmon Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-30 | 22 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-30 | 22 | Member | STTState Street Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-23 | 29 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-23 | 29 | Member | PFEPfizer, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-16 | 36 | Member | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-22 | 2020-09-16 | 36 | Member | PFEPfizer, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-29 | 2020-09-10 | 19 | Member | FHBFirst Hawaiian, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-29 | 2020-09-09 | 20 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-29 | 2020-09-09 | 20 | Member | ITWIllinois Tool Works Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-29 | 2020-09-08 | 21 | Member | FHBFirst Hawaiian, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-29 | 2020-09-02 | 27 | Member | BURLBurlington Stores, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-29 | 2020-08-19 | 41 | Member | Pioneer Natural Resources Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-08-14 | 10 | Member | HAEHaemonetics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-08-14 | 10 | Member | DOXAmdocs Limited - Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-08-13 | 11 | Member | DOXAmdocs Limited - Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-08-13 | 11 | Member | BURLBurlington Stores, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-08-12 | 12 | Member | CBChubb Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-08-07 | 17 | Member | HSICHenry Schein, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-28 | 27 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-28 | 27 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-28 | 27 | Member | FEFirstEnergy Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-24 | 31 | Member | CIENCiena Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-24 | 31 | Member | WSOWatsco, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-23 | 32 | Member | SYYSysco Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-22 | 33 | Member | FEFirstEnergy Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-24 | 2020-07-16 | 39 | Member | STORE Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-15 | 9 | Member | INTCIntel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-15 | 9 | Member | STORE Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-15 | 9 | Member | FEFirstEnergy Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-15 | 9 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-15 | 9 | Member | Bluebird bio, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-15 | 9 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-08 | 16 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-08 | 16 | Member | FISFidelity National Information Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-07-08 | 16 | Member | PMPhilip Morris International Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-06-17 | 37 | Member | INTCIntel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-06-17 | 37 | Member | PMPhilip Morris International Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-06-17 | 37 | Member | KMBKimberly-Clark Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-24 | 2020-06-17 | 37 | Member | FISFidelity National Information Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | SEDGSolarEdge Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | DORMDorman Products, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | MRSHMarsh & McLennan Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | BRBroadridge Financial Solutions, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | TFCTruist Financial Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-10 | 18 | Member | PPGPPG Industries, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-09 | 19 | Member | EFXEquifax, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-09 | 19 | Member | HXLHexcel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-09 | 19 | Member | CLXClorox Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-09 | 19 | Member | PBFPBF Energy Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-06-09 | 19 | Member | EPAMEPAM Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-28 | 31 | Member | HSTHost Hotels & Resorts, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-28 | 31 | Member | PORPortland General Electric Co | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-28 | 31 | Member | PBFPBF Energy Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-28 | 31 | Member | DDDuPont de Nemours, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-27 | 32 | Member | DGDollar General Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-27 | 32 | Member | INTCIntel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-27 | 32 | Member | DDDuPont de Nemours, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-27 | 32 | Member | PORPortland General Electric Co | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-27 | 32 | Member | BAXBaxter International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-26 | 33 | Member | SEDGSolarEdge Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-26 | 33 | Member | HELEHelen of Troy Limited | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-28 | 2020-05-20 | 39 | Member | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-05-14 | 14 | Member | DOXAmdocs Limited - ordinary shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-05-14 | 14 | Member | DEODiageo plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-05-13 | 15 | Member | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-05-06 | 22 | Member | PMPhilip Morris International Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-04-30 | 28 | Member | ETREntergy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-04-27 | 31 | Member | OLLIOllie's bargain outlet Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-28 | 2020-04-27 | 31 | Member | BRBroadridge Financial solutions, Inc. | Sale (partial) | $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.