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 2016 report.
174 assets with a value on the report filed 2017-08-09, 98 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 | Other | Member | $50,001 - $100,000 |
| Templeton Global Bond Adv | Other | 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 | $15,001 - $50,000 |
| Morgan Stanley Bank N.A. | Other | Member | $100,001 - $250,000 |
| BlackRock Bond Income Portfolio (Class B) | Other | Member | $1,001 - $15,000 |
| Invesco Mid Cap Value Portfolio | Other | Member | $1,001 - $15,000 |
| MFS Value Portfolio (Class B) | Other | Member | $1,001 - $15,000 |
| MSCI EAFE Index Portfolio | Other | Member | $1,001 - $15,000 |
| Neuberger Berman Genesis Portfolio | Other | Member | $1,001 - $15,000 |
| Eaton Vance Income Fund of Boston C | Other | Member | $15,001 - $50,000 |
| JP Morgan Equity Income C | Other | Member | $15,001 - $50,000 |
| MF Premier Graham A | Other | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $15,001 - $50,000 |
| Morgan Stanley Bank N.A. | Other | Member | $100,001 - $250,000 |
| Prudential Jennison Nat Res A | Other | Member | $15,001 - $50,000 |
| RVTRoyce Value Trust, Inc. | Stock | Member | $15,001 - $50,000 |
| Virtus Insight Emrg Mkts C | Other | Member | $15,001 - $50,000 |
| Voya International Index Portf | Other | Member | $15,001 - $50,000 |
| Vy Morgan Stanley Global Franc | Other | Member | $15,001 - $50,000 |
| Vy T. Rowe Price Capital Appre | Other | Member | $15,001 - $50,000 |
| Vy Templeton Foreign Equity Po | Other | Member | $15,001 - $50,000 |
| AllianceBernstein Small/Mid-CA | Other | Member | $1,001 - $15,000 |
| Fidelity Mid-Cap Port | Other | Member | $1,001 - $15,000 |
| GS VIT Money Market | Other | Member | $1,001 - $15,000 |
| Janus Aspen Series Enterprises | Other | Member | $1,001 - $15,000 |
| MFS VIT Utilities Fund | Other | Member | $1,001 - $15,000 |
| MMM3M Company | Stock | Member | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Member | $1,001 - $15,000 |
| ACNAccenture plc. Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| AXPAmerican Express Company | Stock | Member | $1,001 - $15,000 |
| AONAon plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| ADMArcher-Daniels-Midland Company | Stock | Member | $1,001 - $15,000 |
| CICigna Corporation | Stock | Member | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| COTYCoty Inc. Class A | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation | 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 |
| Delphi Automotive plc Ordinary Shares | Other | Member | $1,001 - $15,000 |
| DDE.I. du Pont de Nemours and Company | 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 |
| EFXEquifax, Inc. | Stock | Member | $1,001 - $15,000 |
| FISFidelity National Information Services, Inc. | 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 |
| SJMJ.M. Smucker Company | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JCIJohnson Controls, Inc. | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| MCKMcKesson Corporation | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| METMetLife, Inc. | 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 | Other | Member | $1,001 - $15,000 |
| NOCNorthrop Grumman Corporation | Stock | Member | $1,001 - $15,000 |
| OXYOccidental Petroleum Corporation | 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 |
| SLBSchlumberger N.V. | 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 |
| Time Warner Inc. New | Other | Member | $1,001 - $15,000 |
| USBU.S. Bancorp | Stock | Member | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Member | $1,001 - $15,000 |
| United Technologies Corporation | Other | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| XELXcel Energy Inc. | Stock | Member | $1,001 - $15,000 |
| DOXAmdocs Limited - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| APCAnadarko Petroleum Corporation | Stock | Member | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. | Stock | Member | $1,001 - $15,000 |
| APAApache Corporation | Stock | Member | $1,001 - $15,000 |
| Arconic Inc. | Other | Member | $1,001 - $15,000 |
| AVYAvery Dennison Corporation | Stock | Member | $1,001 - $15,000 |
| BAXBaxter International Inc. | 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 |
| CNKCinemark Holdings Inc Cinemark Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| CLXClorox Company | Stock | Member | $1,001 - $15,000 |
| CXWCoreCivic, Inc. | Stock | Member | $1,001 - $15,000 |
| Discovery Communications, Inc. - Series C | Other | Member | $1,001 - $15,000 |
| ETREntergy Corporation | Stock | Member | $1,001 - $15,000 |
| EPAMEPAM Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| Esterline Technologies Corporation | Other | Member | $1,001 - $15,000 |
| EXPDExpeditors International of Washington, Inc. | Stock | Member | $1,001 - $15,000 |
| FASTFastenal Company | Stock | Member | $1,001 - $15,000 |
| FAFFirst American Corporation | Stock | Member | $1,001 - $15,000 |
| BENFranklin Resources, Inc. | Stock | Member | $1,001 - $15,000 |
| GPCGenuine Parts Company | Stock | Member | $1,001 - $15,000 |
| GMEDGlobus Medical, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| HAEHaemonetics Corporation | Stock | Member | $1,001 - $15,000 |
| HIGHartford Financial Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| HASHasbro, Inc. | Stock | Member | $1,001 - $15,000 |
| Hess Corporation | Other | Member | $1,001 - $15,000 |
| HBANHuntington Bancshares Incorporated | Stock | Member | $1,001 - $15,000 |
| IVZInvesco Plc New | Stock | Member | $1,001 - $15,000 |
| IPGPIPG Photonics Corporation | Stock | Member | $1,001 - $15,000 |
| Janus Capital Group, Inc. Cmn Stk | Other | Member | $1,001 - $15,000 |
| LBRDKLiberty Broadband Corporation - Class C | Stock | Member | $1,001 - $15,000 |
| Liberty Media Corporation - Series C Liberty SiriusXM | Other | Member | $1,001 - $15,000 |
| MTBM&T Bank Corporation | Stock | Member | $1,001 - $15,000 |
| MKLMarkel Corporation | Stock | Member | $1,001 - $15,000 |
| MATMattel, Inc. | Stock | Member | $1,001 - $15,000 |
| MCKMcKesson Corporation | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank NA# | Other | Member | $15,001 - $50,000 |
| NFGNational Fuel Gas Company | Stock | Member | $1,001 - $15,000 |
| New York Community Bancorp, Inc. | Other | Member | $1,001 - $15,000 |
| NINiSource Inc | Stock | Member | $1,001 - $15,000 |
| OMCOmnicom Group Inc. | Stock | Member | $1,001 - $15,000 |
| Orbital ATK, Inc. | Other | Member | $1,001 - $15,000 |
| PBFPBF Energy Inc. Class A | Stock | Member | $1,001 - $15,000 |
| PPLPPL Corporation | Stock | Member | $1,001 - $15,000 |
| Regal Entertainment Group Class A | Other | Member | $1,001 - $15,000 |
| Rockwell Collins, Inc. | Other | Member | $1,001 - $15,000 |
| SONSonoco Products Company | Stock | Member | $1,001 - $15,000 |
| SUISun Communities, Inc. | Stock | Member | $1,001 - $15,000 |
| SunTrust Banks, Inc. | Other | Member | $1,001 - $15,000 |
| SYFSynchrony Financial | Stock | Member | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Member | $1,001 - $15,000 |
| HAINThe Hain Celestial Group, Inc. | Stock | Member | $1,001 - $15,000 |
| HSYThe Hershey Company | Stock | Member | $1,001 - $15,000 |
| UNFIUnited Natural Foods, Inc. | Stock | Member | $1,001 - $15,000 |
| Varian Medical Systems, Inc. | Other | Member | $1,001 - $15,000 |
| Welltower Inc. | Other | Member | $1,001 - $15,000 |
| WUWestern Union Company | 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 | Other | Member | $1,001 - $15,000 |
| American Century Mid Cap Value Inv | Other | Member | $1,001 - $15,000 |
| AMG Yacktman Focused Svc | Other | Member | $15,001 - $50,000 |
| BlackRock Inflation Protected Bond Instl | Other | Member | $1,001 - $15,000 |
| Cohen & Steers Preferred Sec & Inc I | Other | Member | $1,001 - $15,000 |
| Fidelity Adv New Insigts I | Other | Member | $1,001 - $15,000 |
| First Eagle Global I | Other | Member | $1,001 - $15,000 |
| Guggenheim Macro Opportunities Instl | Other | Member | $1,001 - $15,000 |
| Guggenheim S&P 500 Eq Weight | Other | Member | $1,001 - $15,000 |
| Invesco Balanced-Risk Allc Y | Other | Member | $15,001 - $50,000 |
| iShares S&P Small-Cap 600 Growth | Other | Member | $1,001 - $15,000 |
| JP Morgan Mid Cap Value S | Other | Member | $1,001 - $15,000 |
| Matthews Asia Dividend Inv | Other | Member | $1,001 - $15,000 |
| MFS International Value I | Other | Member | $50,001 - $100,000 |
| Mirae Asia Great Consumer I | Other | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.A. | Other | Member | $15,001 - $50,000 |
| Oakmark I | Other | Member | $1,001 - $15,000 |
| Oppenheimer SteelPath MLP Select 40 Y | Other | Member | $15,001 - $50,000 |
| PIMCO Foreign Bond | Other | Member | $1,001 - $15,000 |
| PowerShares Emerging Markets Sovereign Debt Portfolio | Other | Member | $1,001 - $15,000 |
| PowerShares Preferred ETF | Other | Member | $1,001 - $15,000 |
| Principal Midcap P | Other | Member | $1,001 - $15,000 |
| Principal Small-MidCap Dividend Inc P | Other | Member | $1,001 - $15,000 |
| Prudential Jennison Health Sciences Z | Other | Member | $15,001 - $50,000 |
| SPDR Dow Jones Global Real Estate | Other | Member | $1,001 - $15,000 |
| SPDR Gold Trust | Other | Member | $15,001 - $50,000 |
| T Rowe Price Cap Apprec Fd | Other | Member | $100,001 - $250,000 |
| T Rowe Price Mid Cap Gr | Other | Member | $1,001 - $15,000 |
| T Rowe Price QM US Small-Cap Gr Eq | Other | Member | $1,001 - $15,000 |
| Vanguard Small-Cap Value | Other | Member | $1,001 - $15,000 |
| Virtus Foreign Opport I | Other | Member | $1,001 - $15,000 |
| Wells Fargo Growth I | Other | Member | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. | Stock | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.