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 |
|---|---|---|---|---|---|---|---|
| 2023-10-10 | 2023-09-08 | 32 | Member | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | PNCPNC Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | BAHBooz Allen Hamilton Holding Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ETREntergy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | DDDuPont de Nemours, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | SOSouthern Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | LOWLowe's Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CRLCharles River Laboratories International, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | PLDProLogis, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | AVYAvery Dennison Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | GLGlobe Life Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CIThe Cigna Group | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MRSHMarsh & McLennan Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ITGartner, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | TTTrane Technologies plc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MKLMarkel Group Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CMCSAComcast Corporation - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | UNPUnion Pacific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | XELXcel Energy Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | FANGDiamondback Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ADSKAutodesk, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ULTAUlta Beauty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | NOCNorthrop Grumman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | NXPINXP Semiconductors N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | FAFFirst American Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | LAMRLamar Advertising Company - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | DEODiageo plc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | WRBW.R. Berkley Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | PCARPACCAR Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ITWIllinois Tool Works Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | AREAlexandria Real Estate Equities, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | DORMDorman Products, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | SUISun Communities, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | WSOWatsco, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MCKMcKesson Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | COLDAmericold Realty Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | COPConocoPhillips | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | Hess Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | RGLDRoyal Gold, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | VNTVontier Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | TXNTexas Instruments Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | KLACKLA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MTBM&T Bank Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | JPMJP Morgan Chase & Co. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | Pioneer Natural Resources Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | HUBBHubbell Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | EXPDExpeditors International of Washington, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | SSNCSS&C Technologies Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | GDGeneral Dynamics Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | LNTAlliant Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ESEversource Energy | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | BRBroadridge Financial Solutions, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | BIOBio-Rad Laboratories, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | National Storage Affiliates Trust Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | DDominion Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MCKMcKesson Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | NDAQNasdaq, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | KKRKKR & Co. Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CASYCaseys General Stores, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | WATWaters Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MSMorgan Stanley | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | TMOThermo Fisher Scientific Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | MARMarriott International - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | HSYThe Hershey Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | NSCNorfolk Southern Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CBOECboe Global Markets, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | FLRFluor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | AONAon plc Class A Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | AOSA.O. Smith Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | BWXTBWX Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | PORPortland General Electric Co | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | HALHalliburton Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | KVUEKenvue Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | LBRDKLiberty Broadband Corporation - Class C | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | CBChubb Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | AXPAmerican Express Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | ADIAnalog Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-08 | 32 | Member | LKQLKQ Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-07 | 33 | Member | PCARPACCAR Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-06 | 34 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-06 | 34 | Member | PCARPACCAR Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-06 | 34 | Member | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-06 | 34 | Member | JCIJohnson Controls International plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-09-01 | 39 | Member | DGDollar General Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-08-31 | 40 | Member | JCIJohnson Controls International plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-08-30 | 41 | Member | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-10 | 2023-08-30 | 41 | Member | JCIJohnson Controls International plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-10 | 16 | Member | WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-10 | 16 | Member | KVUEKenvue Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-10 | 16 | Member | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-09 | 17 | Member | WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-09 | 17 | Member | iShares Short Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-09 | 17 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-07 | 19 | Member | NSPInsperity, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-07 | 19 | Member | iShares Short Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-04 | 22 | Member | LBRDKLiberty Broadband Corporation - Class C | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-04 | 22 | Member | NSPInsperity, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-04 | 22 | Member | SEDGSolarEdge Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-04 | 22 | Member | iShares Short Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-04 | 22 | Member | FLRFluor Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-03 | 23 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-03 | 23 | Member | KVUEKenvue Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-02 | 24 | Member | TXNTexas Instruments Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-02 | 24 | Member | KVUEKenvue Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-02 | 24 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-08-02 | 24 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-07-26 | 31 | Member | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-26 | 2023-07-26 | 31 | Member | MSMorgan Stanley | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-14 | 14 | Member | LKQLKQ Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-14 | 14 | Member | WRBW.R. Berkley Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-13 | 15 | Member | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-13 | 15 | Member | MARMarriott International - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-12 | 16 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-12 | 16 | Member | NXPINXP Semiconductors N.V. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-29 | 29 | Member | BIOBio-Rad Laboratories, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | WSOWatsco, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | NSCNorfolk Southern Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | HUBBHubbell Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | BIOBio-Rad Laboratories, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-28 | 30 | Member | BWXTBWX Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-21 | 37 | Member | COPConocoPhillips | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-06-21 | 37 | Member | ETNEaton Corporation, PLC Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-14 | 10 | Member | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-14 | 10 | Member | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-08 | 16 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-07 | 17 | Member | DDominion Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-07 | 17 | Member | SHWSherwin-Williams Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-06 | 18 | Member | DGDollar General Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-02 | 22 | Member | ESEversource Energy | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-06-02 | 22 | Member | GLGlobe Life Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-31 | 24 | Member | CIThe Cigna Group | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-31 | 24 | Member | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-30 | 25 | Member | BSXBoston Scientific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-30 | 25 | Member | AREAlexandria Real Estate Equities, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-26 | 29 | Member | WRBW.R. Berkley Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-24 | 31 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-24 | 31 | Member | JCIJohnson Controls International plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-22 | 33 | Member | National Storage Affiliates Trust Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-19 | 36 | Member | National Storage Affiliates Trust Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-16 | 39 | Member | National Storage Affiliates Trust Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-24 | 2023-05-16 | 39 | Member | AREAlexandria Real Estate Equities, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-05-03 | 16 | Member | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-05-03 | 16 | Member | UIUbiquiti Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-05-03 | 16 | Member | CMCSAComcast Corporation - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-05-01 | 18 | Member | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-05-01 | 18 | Member | WRBW.R. Berkley Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-26 | 23 | Member | PNCPNC Financial Services Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-26 | 23 | Member | PPGPPG Industries, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-25 | 24 | Member | CRLCharles River Laboratories International, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-24 | 25 | Member | HSYThe Hershey Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-24 | 25 | Member | Hess Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-24 | 25 | Member | VNTVontier Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | PNCPNC Financial Services Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | ITGartner, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | PPGPPG Industries, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | EPAMEPAM Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | UIUbiquiti Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-04-05 | 23 | Member | CIThe Cigna Group | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-29 | 30 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-29 | 30 | Member | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-22 | 37 | Member | COPConocoPhillips | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-22 | 37 | Member | PGRProgressive Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-22 | 37 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-22 | 37 | Member | ITWIllinois Tool Works Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-20 | 39 | Member | BOHBank of Hawaii Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-20 | 39 | Member | HALHalliburton Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-16 | 43 | Member | FLRFluor Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-16 | 43 | Member | ULTAUlta Beauty, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-28 | 2023-03-16 | 43 | Member | FIRST REPUBLIC BANK | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-03-02 | 32 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-03-02 | 32 | Member | PNCPNC Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-03-01 | 33 | Member | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-03-01 | 33 | Member | PNCPNC Financial Services Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-02-22 | 40 | Member | NXPINXP Semiconductors N.V. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-02-22 | 40 | Member | PNCPNC Financial Services Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-03 | 2023-02-22 | 40 | Member | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-20 | 21 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-20 | 21 | Member | PPGPPG Industries, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
180 assets with a value on the report filed 2020-08-10, 101 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) |
|---|---|---|---|
| 8400 Plaza Associates | Other | Member | $50,001 - $100,000 |
| Dodge & Cox Income Fund | Fund | Member | $50,001 - $100,000 |
| Templeton Global Bond R6 | Fund | Member | $50,001 - $100,000 |
| The City of WPB Custom Stable Value Fund | Other | Member | $15,001 - $50,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.A. | Other | Member | $15,001 - $50,000 |
| BlackRock Bond Income Portfolio (Class B) | 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 |
| E V Adv Floating Rate A | Fund | Member | $15,001 - $50,000 |
| E V Adv Floating Rate C | Fund | Member | $1,001 - $15,000 |
| JP Morgan Equity Income A | Fund | Member | $15,001 - $50,000 |
| JP Morgan Equity Income C | Fund | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $50,001 - $100,000 |
| Morgan Stanley Bank N.A. | Other | Member | $50,001 - $100,000 |
| Prudential Jennison Nat Res A | Fund | Member | $1,001 - $15,000 |
| RVTRoyce Value Trust, Inc. | Stock | Member | $1 - $1,000 |
| Virtus Vontobel Emrg Mkts C | Fund | Member | $15,001 - $50,000 |
| Voya International Index Portf | Fund | Member | $15,001 - $50,000 |
| Voya Intl High Dividend Low Volatility | Fund | Member | $15,001 - $50,000 |
| Vy Morgan Stanley Global Franc | Fund | Member | $50,001 - $100,000 |
| Vy T. Rowe Price Capital Appre | Fund | Member | $50,001 - $100,000 |
| GA Blackrock Disciplined Mid C | Fund | Member | $15,001 - $50,000 |
| GA Goldman Sachs Mid Cap Value | 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 |
| ACNAccenture plc. Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| AONAon plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| CICigna Corporation | Stock | Member | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Member | $15,001 - $50,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| CBD/B/A Chubb Limited New | Stock | Member | $1,001 - $15,000 |
| DHRDanaher Corporation | Stock | Member | $1,001 - $15,000 |
| DUKDuke Energy Corporation | Stock | Member | $1,001 - $15,000 |
| DDDuPont de Nemours, Inc. | Stock | Member | $1,001 - $15,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| EOGEOG Resources, Inc. | Stock | Member | $1,001 - $15,000 |
| FISFidelity National Information Services, Inc. | Stock | Member | $1,001 - $15,000 |
| FEFirstEnergy Corp. | Stock | Member | $1,001 - $15,000 |
| FISVFiserv, Inc. | Stock | Member | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Member | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Member | $1,001 - $15,000 |
| IRIngersoll-Rand plc | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $15,001 - $50,000 |
| JCIJohnson Controls, Inc. | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $15,001 - $50,000 |
| KMBKimberly-Clark Corporation | Stock | Member | $1,001 - $15,000 |
| LEALear Corporation | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| MCKMcKesson Corporation | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank NA# | Other | Member | $1,001 - $15,000 |
| NDAQNasdaq, Inc. | Stock | Member | $1,001 - $15,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Member | $1,001 - $15,000 |
| NOCNorthrop Grumman Corporation | Stock | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Member | $1,001 - $15,000 |
| PMPhilip Morris International Inc | Stock | Member | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| PPGPPG Industries, Inc. | Stock | Member | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| SOSouthern Company | Stock | Member | $1,001 - $15,000 |
| SWKStanley Black & Decker, Inc. | Stock | Member | $1,001 - $15,000 |
| STTState Street Corporation | Stock | Member | $1,001 - $15,000 |
| SUSuncor Energy Inc. | Stock | Member | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Member | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Member | $1,001 - $15,000 |
| TFCTruist Financial Corporation | Stock | Member | $1,001 - $15,000 |
| USBU.S. Bancorp | Stock | Member | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| AOSA.O. Smith Corporation | Stock | Member | $1,001 - $15,000 |
| Alleghany Corporation | Stock | Member | $1,001 - $15,000 |
| DOXAmdocs Limited - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. | Stock | Member | $1,001 - $15,000 |
| AVYAvery Dennison Corporation | Stock | Member | $1,001 - $15,000 |
| BAXBaxter International Inc. | Stock | Member | $1,001 - $15,000 |
| BAHBooz Allen Hamilton Holding Corporation | Stock | Member | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Member | $1,001 - $15,000 |
| BRBroadridge Financial Solutions, Inc. | Stock | Member | $1,001 - $15,000 |
| BWXTBWX Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| CASYCaseys General Stores, Inc. | Stock | Member | $1,001 - $15,000 |
| CDK Global, Inc. | Stock | Member | $1,001 - $15,000 |
| CNKCinemark Holdings Inc Cinemark Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| CLXClorox Company | Stock | Member | $1,001 - $15,000 |
| XRAYDENTSPLY SIRONA Inc. | Stock | Member | $1,001 - $15,000 |
| FANGDiamondback Energy, Inc. - Commmon Stock | Stock | Member | $1,001 - $15,000 |
| DGDollar General Corporation | Stock | Member | $1,001 - $15,000 |
| DORMDorman Products, Inc. | Stock | Member | $1,001 - $15,000 |
| ETREntergy Corporation | Stock | Member | $1,001 - $15,000 |
| EPAMEPAM Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| EFXEquifax, Inc. | Stock | Member | $1,001 - $15,000 |
| EXPDExpeditors International of Washington, Inc. | Stock | Member | $1,001 - $15,000 |
| FAFFirst American Corporation | Stock | Member | $1,001 - $15,000 |
| FHBFirst Hawaiian, Inc. | Stock | Member | $1,001 - $15,000 |
| FIRST REPUBLIC BANK | Stock | Member | $1,001 - $15,000 |
| ITGartner, Inc. | Stock | Member | $1,001 - $15,000 |
| GPCGenuine Parts Company | Stock | Member | $1,001 - $15,000 |
| GLGlobe Life Inc. | Stock | Member | $1,001 - $15,000 |
| HASHasbro, Inc. | Stock | Member | $1,001 - $15,000 |
| HELEHelen of Troy Limited | Stock | Member | $1,001 - $15,000 |
| HSICHenry Schein, Inc. | Stock | Member | $1,001 - $15,000 |
| Hess Corporation | Stock | Member | $1,001 - $15,000 |
| HXLHexcel Corporation | Stock | Member | $1,001 - $15,000 |
| HUBBHubbell Inc | Stock | Member | $1,001 - $15,000 |
| HBANHuntington Bancshares Incorporated | Stock | Member | $1,001 - $15,000 |
| HUNHuntsman Corporation | Stock | Member | $1,001 - $15,000 |
| IAA, Inc. | Stock | Member | $1,001 - $15,000 |
| NSPInsperity, Inc. | Stock | Member | $1,001 - $15,000 |
| LBRDKLiberty Broadband Corporation - Class C | Stock | Member | $1,001 - $15,000 |
| Liberty Media Corporation - Series C Liberty SiriusXM | Stock | Member | $1,001 - $15,000 |
| MTBM&T Bank Corporation | Stock | Member | $1,001 - $15,000 |
| MKLMarkel Corporation | Stock | Member | $1,001 - $15,000 |
| MHKMohawk Industries, Inc. | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank NA# | Other | Member | $15,001 - $50,000 |
| NINiSource Inc | Stock | Member | $1,001 - $15,000 |
| NuVasive, Inc. | Stock | Member | $1,001 - $15,000 |
| PBFPBF Energy Inc. Class A | Stock | Member | $1,001 - $15,000 |
| Pioneer Natural Resources Company | Stock | Member | $1,001 - $15,000 |
| PPLPPL Corporation | Stock | Member | $1,001 - $15,000 |
| SONSonoco Products Company | Stock | Member | $1,001 - $15,000 |
| SSNCSS&C Technologies Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| STORE Capital Corporation | Stock | Member | $1,001 - $15,000 |
| SUISun Communities, Inc. | Stock | Member | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Member | $1,001 - $15,000 |
| HSYThe Hershey Company | Stock | Member | $1,001 - $15,000 |
| UIUbiquiti Inc. | Stock | Member | $1,001 - $15,000 |
| ULTAUlta Beauty, Inc. | Stock | Member | $1,001 - $15,000 |
| UBSIUnited Bankshares, Inc. | Stock | Member | $1,001 - $15,000 |
| WATWaters Corporation | Stock | Member | $1,001 - $15,000 |
| WWDWoodward, Inc. | Stock | Member | $1,001 - $15,000 |
| XELXcel Energy Inc. | Stock | Member | $1,001 - $15,000 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| Allianceber High Income Advisor | Fund | Member | $1,001 - $15,000 |
| American Century Mid Cap Value Inv | Fund | Member | $1,001 - $15,000 |
| AMG Yachtman Focused I | Fund | Member | $15,001 - $50,000 |
| Cohen & Steers Preferred Sec & Inc I | Fund | Member | $1,001 - $15,000 |
| Fidelity Adv New Insigts I | Fund | Member | $15,001 - $50,000 |
| First Eagle Global I | Fund | Member | $1,001 - $15,000 |
| First Trust DJ Internet IDX | Fund | Member | $1,001 - $15,000 |
| Guggenheim Macro Opportunities Instl | Fund | Member | $1,001 - $15,000 |
| Hartford Intl Value I | Fund | Member | $1,001 - $15,000 |
| Invesco Balanced-Risk Allc Y | Fund | Member | $15,001 - $50,000 |
| Invesco Emerging Markets Sovereign Debt Portfolio | Fund | Member | $1,001 - $15,000 |
| Invesco Oppenheimer SteelPath MLP Select 40 Y | Fund | Member | $15,001 - $50,000 |
| Invesco Preferred ETF | Fund | Member | $1,001 - $15,000 |
| Invesco QQQ Trust | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 Eq Weight | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 Equal Weight Energy | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 GARP | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth | Fund | Member | $1,001 - $15,000 |
| iShares Russell 2000 Growth | Fund | Member | $1,001 - $15,000 |
| iShares Russell 2000 Value | Fund | Member | $1,001 - $15,000 |
| iShares Russell Mid-Cap Growth | Fund | Member | $1,001 - $15,000 |
| iShares S&P Small-Cap 600 Growth | Fund | Member | $1,001 - $15,000 |
| JP Morgan Mid Cap Value | Fund | Member | $15,001 - $50,000 |
| Lazard Glb Lstd Infr Ptf Inst | Fund | Member | $1,001 - $15,000 |
| Matthews Asia Dividend Inv | Fund | Member | $1,001 - $15,000 |
| MFS International Value I | Fund | Member | $100,001 - $250,000 |
| Mirae Asia Fund I | Fund | Member | $1,001 - $15,000 |
| Oakmark Fund Advisor | Fund | Member | $15,001 - $50,000 |
| PGIM Jennison Health Sciences Z | Fund | Member | $15,001 - $50,000 |
| PIMCO Foreign Bond | Fund | Member | $1,001 - $15,000 |
| Principal Midcap Instl | Fund | Member | $15,001 - $50,000 |
| Principal Sm MDCP Div Inc I | Fund | Member | $1,001 - $15,000 |
| SPDR Dow Jones Global Real Estate | Fund | Member | $1,001 - $15,000 |
| SPDR Dow Jones Industrial Average | Fund | Member | $1,001 - $15,000 |
| SPDR Gold Trust | Fund | Member | $15,001 - $50,000 |
| T Rowe Price Cap Apprec Fd | Fund | Member | $100,001 - $250,000 |
| T Rowe Price Intl Discovery | Fund | Member | $1,001 - $15,000 |
| T Rowe Price Mid Cap Gr | Fund | Member | $1,001 - $15,000 |
| T Rowe Price QM US Small-Cap Gr Eq | Fund | Member | $1,001 - $15,000 |
| Vanguard Small-Cap Value ETF | Fund | Member | $15,001 - $50,000 |
| Virtus Kar Small-Cap Growth I | Fund | Member | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. | Stock | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.