Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on disclosures-clerk.house.gov and running our own code over them. The PDFs are often hand-filled or scanned and our parser can misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales filed late or never, skew the portfolio math; and the calculations themselves may have bugs. Treat the numbers as a rough guide and tell us if something looks off.
LF

Lois Frankel

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NP Pelosi JB Banks RL Larsen CF Franklin WO Owens

Following their disclosures vs. same money in SPY: -154.6 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

TickerAmountTradedDisclosed
SELL JCI $1K–$15K 2023-05-24 2024-05-14 LATE PDF →
SELL LOW $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL PCAR $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL NXPI $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL NOC $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL LKQ $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL NSC $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL NSRGY $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL NSA $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MS $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MRK $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MCK $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MMC $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MAR $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MKL $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL PEP $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL NDAQ $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL MTB $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL SHW $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL PXD $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL LBRDK $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL WSO $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL WAT $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL WRB $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL VNT $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL UNP $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL ULTA $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL TT $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL TMO $1K–$15K 2023-09-08 2023-10-10 PDF →
SELL HSY $1K–$15K 2023-09-08 2023-10-10 PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Frankel still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

TickerEst. valueWeightReturn on lots held1st buyLast trade
MCK $89K 5.3% +356.1% Aug 2016 Sep 2023
AAPL $70K 4.2% +1614.0% May 2014 Jun 2014
TXN $61K 3.6% +440.9% Oct 2014 Sep 2023
CASY $60K 3.6% +496.9% Dec 2016 Sep 2023
PGR $59K 3.6% +162.4% Mar 2021 Sep 2023
DUK $48K 2.9% +88.4% Jun 2017 Sep 2023
UNP $42K 2.5% +151.7% Sep 2015 Sep 2023
ETN $41K 2.4% +474.9% Aug 2014 Sep 2023
AXP $40K 2.4% +108.1% Jul 2015 Sep 2023
PNC $36K 2.2% +176.0% Oct 2015 Sep 2023
NOC $36K 2.1% +181.1% Jan 2015 Sep 2023
D $35K 2.1% +22.8% Jul 2020 Sep 2023
JCI $35K 2.1% +196.1% Oct 2014 Sep 2023
MS $34K 2.0% +169.8% Mar 2021 Sep 2023
GD $34K 2.0% +71.4% Jun 2022 Sep 2023
MRK $32K 1.9% +135.1% May 2014 Sep 2023
DD $30K 1.8% +52.1% Aug 2016 Sep 2023
ADM $29K 1.7% +158.9% Jun 2015 Nov 2017
CB $27K 1.6% +197.6% Apr 2016 Sep 2023
KLAC $26K 1.6% +410.1% Sep 2022 Sep 2023
MO $25K 1.5% +115.0% Feb 2018 Feb 2018
MAR $24K 1.4% +150.7% Nov 2021 Sep 2023
C $23K 1.4% +201.9% Jan 2016 Sep 2023
SLB $23K 1.3% +0.0% Dec 2014 Jan 2018
CBOE $22K 1.3% +244.7% Mar 2021 Sep 2023
PEP $21K 1.2% +54.6% Mar 2017 Sep 2023
HBAN $19K 1.2% +147.9% Mar 2016 Jun 2016
ADI $19K 1.1% +290.3% Nov 2016 Sep 2023
IR $18K 1.1% +136.9% Dec 2017 Dec 2017
CXW $18K 1.1% +51.5% Oct 2015 Nov 2016
APA $17K 1.0% +46.1% Mar 2016 Jan 2018
BEN $17K 1.0% +43.1% Jul 2014 Nov 2016
LOW $17K 1.0% +29.1% Jul 2020 Sep 2023
TGT $16K 1.0% +18.8% Sep 2022 Sep 2023
KKR $16K 1.0% +53.1% Nov 2021 Sep 2023
RGLD $16K 1.0% +116.3% Aug 2021 Sep 2023
SBRA $16K 1.0% +106.1% Nov 2017 Oct 2017
WRB $16K 0.9% +93.7% May 2023 Sep 2023
SYF $16K 0.9% +214.0% Sep 2014 May 2017
MSTR $15K 0.9% +656.4% Jul 2017 Aug 2017
PFE $15K 0.9% -16.6% Mar 2017 Sep 2023
MKL $14K 0.8% +52.9% Dec 2016 Sep 2023
UBSI $14K 0.8% +81.0% Feb 2018 Feb 2018
GMED $14K 0.8% +249.5% Oct 2016 Oct 2016
BAH $13K 0.8% +155.7% Mar 2018 Sep 2023
OA $13K 0.8% +85.4% Apr 2016 Jan 2018
USB $12K 0.7% +103.5% Dec 2014 Jun 2021
GLD $12K 0.7% +209.8% Oct 2016 Oct 2016
FDN $12K 0.7% +200.5% May 2017 Mar 2017
POR $11K 0.7% +36.3% Jun 2020 Sep 2023
NSA $11K 0.7% +48.2% Jun 2023 Sep 2023
SHW $11K 0.7% +44.8% May 2022 Sep 2023
GIS $11K 0.6% -8.7% Nov 2017 Oct 2017
FANG $11K 0.6% +87.5% Feb 2022 Sep 2023
PPG $10K 0.6% +2.5% Dec 2014 Apr 2023
INTC $9K 0.6% +116.2% Jun 2020 Dec 2021
WFC $9K 0.5% +90.7% Oct 2016 Jan 2018
SHV $9K 0.5% +14.2% Aug 2023 Aug 2023
APC $9K 0.5% +12.6% Feb 2026 Mar 2018
STT $9K 0.5% +129.4% Mar 2017 Oct 2020
EPAM $8K 0.5% +113.2% Dec 2016 Apr 2023
ABBV $8K 0.5% +112.4% Oct 2023 Sep 2023
WU $8K 0.5% -30.4% Aug 2014 Dec 2014
PBF $8K 0.5% +754.0% Aug 2016 Oct 2020
BAX $8K 0.5% -20.3% Jan 2016 May 2020
EOG $7K 0.4% +203.0% Oct 2014 Oct 2020
PLD $7K 0.4% +11.1% Nov 2022 Sep 2023
PNR $7K 0.4% +88.6% Apr 2015 Apr 2015
HXL $7K 0.4% +49.4% Jun 2020 Feb 2022
KVUE $7K 0.4% -7.6% Aug 2023 Sep 2023
AON $6K 0.4% +211.0% Jun 2016 Sep 2023
SO $6K 0.4% +124.6% Jun 2020 Sep 2023
CMI $6K 0.4% +682.5% Jan 2016 Apr 2016
NXPI $6K 0.4% +46.6% Jun 2014 Sep 2023
LNT $6K 0.3% +49.9% Mar 2021 Sep 2023
NI $6K 0.3% +248.1% Sep 2015 Mar 2021
MDT $5K 0.3% +42.9% Feb 2015 Feb 2022
PCAR $5K 0.3% +31.9% Oct 2023 Sep 2023
ETR $5K 0.3% +279.4% Jun 2017 Sep 2023
FLR $5K 0.3% +129.7% Dec 2020 Sep 2023
COLD $5K 0.3% -42.2% Jun 2022 Sep 2023
PCY $4K 0.3% +15.6% Oct 2016 Sep 2016
XEL $4K 0.3% +36.0% Jan 2016 Sep 2023
ESRX $4K 0.3% +14.0% Jan 2018 Jan 2018
HES $4K 0.3% +53.9% May 2014 Sep 2023
DVN $4K 0.2% +288.4% Mar 2016 Feb 2016
OXY $4K 0.2% +18.2% Apr 2015 Feb 2017
VNT $4K 0.2% +85.3% Jun 2022 Sep 2023
DHR $4K 0.2% +492.7% Aug 2014 Oct 2022
MMC $4K 0.2% +88.1% Jun 2020 Sep 2023
HSY $4K 0.2% +152.2% Jan 2016 Sep 2023
TMO $3K 0.2% +55.4% Nov 2020 Sep 2023
BIO $3K 0.2% -5.0% Jul 2023 Sep 2023
TT $3K 0.2% +198.1% Sep 2022 Sep 2023
FI $3K 0.2% +31.5% May 2016 Sep 2021
DXC $3K 0.2% -76.3% Jun 2017 Dec 2017
BURL $3K 0.2% +13.6% Aug 2020 Jul 2022
ARE $3K 0.2% -58.0% Sep 2022 Sep 2023
HON $3K 0.2% +218.8% Sep 2015 Sep 2023
MSFT $2K 0.1% +1483.0% May 2014 Jun 2014
DEO $2K 0.1% -40.7% Feb 2023 Sep 2023
DOX $2K 0.1% +22.7% May 2014 Aug 2020

Filings 131 on file · every disclosure Frankel has made

#TypeFiledTrades in itFiling
1 Annual 2026-05-12 170d ago — PDF →
2 Annual 2025-05-15 532d ago — PDF →
3 Annual 2024-08-09 811d ago — PDF →
4 PTR 2024-05-14 898d ago 1 PDF →
5 PTR 2023-10-10 1115d ago 101 PDF →
6 PTR 2023-08-26 1160d ago 20 PDF →
7 PTR 2023-07-28 1189d ago 18 PDF →
8 PTR 2023-06-24 1223d ago 19 PDF →
9 Annual 2023-06-06 1241d ago — PDF →
10 PTR 2023-05-19 1259d ago 17 PDF →
11 PTR 2023-04-28 1280d ago 12 PDF →
12 PTR 2023-04-03 1305d ago 6 PDF →
13 PTR 2023-03-13 1326d ago 14 PDF →
14 PTR 2023-02-03 1364d ago 7 PDF →
15 PTR 2023-01-06 1392d ago 11 PDF →
16 PTR 2022-11-18 1441d ago 11 PDF →
17 PTR 2022-10-24 1466d ago 16 PDF →
18 PTR 2022-09-20 1500d ago 10 PDF →
19 PTR 2022-08-31 1520d ago 18 PDF →
20 PTR 2022-07-22 1560d ago 6 PDF →
21 Annual 2022-06-27 1585d ago — PDF →
22 PTR 2022-06-16 1596d ago 8 PDF →
23 PTR 2022-06-09 1603d ago 15 PDF →
24 PTR 2022-05-03 1640d ago 9 PDF →
25 PTR 2022-04-06 1667d ago 14 PDF →
26 PTR 2022-02-27 1705d ago 19 PDF →
27 PTR 2022-02-16 1716d ago 16 PDF →
28 PTR 2022-01-16 1747d ago 14 PDF →
29 PTR 2021-12-30 1764d ago 7 PDF →
30 PTR 2021-12-21 1773d ago 3 PDF →
31 PTR 2021-11-01 1823d ago 17 PDF →
32 PTR 2021-09-28 1857d ago 11 PDF →
33 PTR 2021-08-18 1898d ago 6 PDF →
34 Annual 2021-08-13 1903d ago — PDF →
35 PTR 2021-08-03 1913d ago 9 PDF →
36 PTR 2021-06-30 1947d ago 9 PDF →
37 PTR 2021-05-25 1983d ago 7 PDF →
38 PTR 2021-04-23 2015d ago 13 PDF →
39 PTR 2021-03-26 2043d ago 21 PDF →
40 PTR 2021-02-25 2072d ago 5 PDF →
41 PTR 2021-01-21 2107d ago 7 PDF →
42 PTR 2020-12-28 2131d ago 13 PDF →
43 PTR 2020-11-24 2165d ago 10 PDF →
44 PTR 2020-10-22 2198d ago 13 PDF →
45 PTR 2020-09-29 2221d ago 6 PDF →
46 PTR 2020-08-24 2257d ago 14 PDF →
47 Annual 2020-08-10 2271d ago — PDF →
48 PTR 2020-07-24 2288d ago 13 PDF →
49 PTR 2020-06-28 2314d ago 24 PDF →
50 PTR 2020-05-28 2345d ago 12 PDF →
51 PTR 2020-04-27 2376d ago 12 PDF →
52 PTR 2020-03-23 2411d ago 21 PDF →
53 PTR 2020-02-24 2439d ago 11 PDF →
54 PTR 2020-01-23 2471d ago 10 PDF →
55 PTR 2019-12-20 2505d ago 8 PDF →
56 PTR 2019-11-22 2533d ago 13 PDF →
57 PTR 2019-10-24 2562d ago 10 PDF →
58 PTR 2019-09-30 2586d ago 14 PDF →
59 PTR 2019-09-03 2613d ago 20 PDF →
60 PTR 2019-07-19 2659d ago 9 PDF →
61 PTR 2019-06-20 2688d ago 8 PDF →
62 PTR 2019-05-21 2718d ago 13 PDF →
63 Annual 2019-05-13 2726d ago — PDF →
64 PTR 2019-04-25 2744d ago 11 PDF →
65 PTR 2019-03-27 2773d ago 16 PDF →
66 PTR 2019-02-25 2803d ago 17 PDF →
67 PTR 2019-01-28 2831d ago 11 PDF →
68 PTR 2018-12-31 2859d ago 10 PDF →
69 PTR 2018-11-28 2892d ago 16 PDF →
70 PTR 2018-10-30 2921d ago 4 PDF →
71 PTR 2018-09-25 2956d ago 10 PDF →
72 PTR 2018-08-24 2988d ago 15 PDF →
73 Annual 2018-08-08 3004d ago — PDF →
74 PTR 2018-07-25 3018d ago 6 PDF →
75 PTR 2018-06-22 3051d ago 12 PDF →
76 PTR 2018-05-29 3075d ago 10 PDF →
77 PTR 2018-04-27 3107d ago 10 PDF →
78 PTR 2018-03-27 3138d ago 12 PDF →
79 PTR 2018-02-22 3171d ago 19 PDF →
80 PTR 2018-01-23 3201d ago 11 PDF →
81 PTR 2017-12-20 3235d ago 13 PDF →
82 PTR 2017-11-27 3258d ago 17 PDF →
83 PTR 2017-11-03 3282d ago 11 PDF →
84 PTR 2017-10-02 3314d ago 12 PDF →
85 PTR 2017-08-23 3354d ago 7 PDF →
86 Annual 2017-08-09 3368d ago — PDF →
87 PTR 2017-07-21 3387d ago 14 PDF →
88 PTR 2017-06-22 3416d ago 12 PDF →
89 PTR 2017-05-31 3438d ago 20 PDF →
90 PTR 2017-05-01 3468d ago 6 PDF →
91 PTR 2017-03-27 3503d ago 10 PDF →
92 PTR 2017-03-13 3517d ago 14 PDF →
93 PTR 2017-01-19 3570d ago 7 PDF →
94 PTR 2016-12-22 3598d ago 18 PDF →
95 PTR 2016-11-18 3632d ago 5 PDF →
96 PTR 2016-10-21 3660d ago 13 PDF →
97 PTR 2016-09-28 3683d ago 13 PDF →
98 PTR 2016-09-06 3705d ago 14 PDF →
99 PTR 2016-08-16 3726d ago 11 PDF →
100 PTR 2016-06-28 3775d ago 11 PDF →
101 PTR 2016-05-23 3811d ago 15 PDF →
102 Annual 2016-05-10 3824d ago — PDF →
103 PTR 2016-04-27 3837d ago 16 PDF →
104 PTR 2016-03-29 3866d ago 8 PDF →
105 PTR 2016-02-29 3895d ago 12 PDF →
106 PTR 2016-01-28 3927d ago 10 PDF →
107 PTR 2016-01-08 3947d ago 10 PDF →
108 PTR 2015-11-30 3986d ago 9 PDF →
109 PTR 2015-10-19 4028d ago 10 PDF →
110 PTR 2015-09-25 4052d ago 11 PDF →
111 PTR 2015-08-18 4090d ago 8 PDF →
112 PTR 2015-07-20 4119d ago 15 PDF →
113 PTR 2015-06-19 4150d ago 5 PDF →
114 PTR 2015-05-27 4173d ago 10 PDF →
115 Annual 2015-05-15 4185d ago — PDF →
116 PTR 2015-04-22 4208d ago 10 PDF →
117 PTR 2015-03-24 4237d ago 6 PDF →
118 PTR 2015-02-18 4271d ago 12 PDF →
119 PTR 2015-01-20 4300d ago 7 PDF →
120 PTR 2014-12-26 4325d ago 14 PDF →
121 PTR 2014-11-24 4357d ago 9 PDF →
122 PTR 2014-10-21 4391d ago 15 PDF →
123 PTR 2014-09-23 4419d ago 10 PDF →
124 PTR 2014-08-25 4448d ago 16 PDF →
125 PTR 2014-07-18 4486d ago 7 PDF →
126 PTR 2014-06-18 4516d ago 92 PDF →
127 PTR 2014-05-21 4544d ago 24 PDF →
128 PTR 2014-05-15 4550d ago 2 PDF →
129 Annual 2014-05-15 4550d ago — PDF →
130 Annual 2013-06-03 4896d ago — PDF →
131 Annual 2012-06-11 5253d ago — PDF →

Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.