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 2021 report.
140 assets with a value on the report filed 2022-06-27, 97 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) |
|---|---|---|---|
| Brandywine Global-Global Opps Bond IS | Fund | Member | $50,001 - $100,000 |
| Dodge & Cox Income Fund | 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 |
| JP Morgan Equity Income A | Fund | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $100,001 - $250,000 |
| Morgan Stanley Bank N.A. | Other | Member | $1,001 - $15,000 |
| 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 | $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 |
| 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 |
| BLKBlackRock, Inc. | Stock | Member | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Member | $1,001 - $15,000 |
| CICigna Corporation | Stock | Member | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Member | $1,001 - $15,000 |
| CLColgate-Palmolive Company | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $15,001 - $50,000 |
| COPConocoPhillips | 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 |
| DEODiageo plc | Stock | Member | $1,001 - $15,000 |
| DDominion Energy, Inc. | 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 |
| FISFidelity National Information Services, 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 |
| JNJJohnson & Johnson | Stock | Member | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $15,001 - $50,000 |
| KMBKimberly-Clark Corporation | Stock | Member | $1,001 - $15,000 |
| KKRKKR & Co. Inc. | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MARMarriott International - Class A | Stock | Member | $1,001 - $15,000 |
| MRSHMarsh & McLennan Companies, Inc. | 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 |
| MSMorgan Stanley | 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 |
| NXPINXP Semiconductors N.V. | Stock | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| Pioneer Natural Resources Company | 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 |
| PGRProgressive Corporation | Stock | Member | $1,001 - $15,000 |
| SOSouthern Company | Stock | Member | $1,001 - $15,000 |
| SWKStanley Black & Decker, Inc. | Stock | Member | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Member | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Member | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Member | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Member | $1,001 - $15,000 |
| AOSA.O. Smith Corporation | Stock | Member | $1,001 - $15,000 |
| Alleghany Corporation | Stock | Member | $1,001 - $15,000 |
| LNTAlliant Energy Corporation | Stock | Member | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. | Stock | Member | $1,001 - $15,000 |
| AVYAvery Dennison Corporation | Stock | Member | $1,001 - $15,000 |
| BOHBank of Hawaii Corporation | 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 |
| BURLBurlington Stores, Inc. | Stock | Member | $1,001 - $15,000 |
| BWXTBWX Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| CARGCarGurus, Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| CASYCaseys General Stores, Inc. | Stock | Member | $1,001 - $15,000 |
| CBOECboe Global Markets, Inc. | Stock | Member | $1,001 - $15,000 |
| CLXClorox Company | Stock | Member | $1,001 - $15,000 |
| DGDollar General Corporation | Stock | Member | $1,001 - $15,000 |
| DCIDonaldson Company, Inc. | 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 |
| EXPEExpedia Group, 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 |
| FIRST REPUBLIC BANK | Stock | Member | $1,001 - $15,000 |
| FLRFluor Corporation | Stock | Member | $1,001 - $15,000 |
| ITGartner, Inc. | Stock | Member | $15,001 - $50,000 |
| GLGlobe Life Inc. | Stock | Member | $1,001 - $15,000 |
| GXOGXO Logistics, 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 |
| HXLHexcel Corporation | Stock | Member | $1,001 - $15,000 |
| HUBBHubbell Inc | Stock | Member | $1,001 - $15,000 |
| HPPHudson Pacific Properties, Inc. | 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 |
| Morgan Stanley Private Bank NA# | Other | Member | $1,001 - $15,000 |
| NuVasive, Inc. | Stock | Member | $1,001 - $15,000 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| PORPortland General Electric Co | Stock | Member | $1,001 - $15,000 |
| RGLDRoyal Gold, Inc. | Stock | Member | $1,001 - $15,000 |
| SEDGSolarEdge Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| SSNCSS&C Technologies Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| SUISun Communities, Inc. | 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 |
| WATWaters Corporation | Stock | Member | $1,001 - $15,000 |
| WSOWatsco, Inc. | Stock | Member | $1,001 - $15,000 |
| Willis Towers Watson Public Limited Company - Ordinary Shares | 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 |
| AMG Yachtman Focused N | Fund | Member | $15,001 - $50,000 |
| Blackrock Health Science Ptf A | Fund | Member | $15,001 - $50,000 |
| Invesco QQQ Trust | Fund | Member | $1,001 - $15,000 |
| Lazard Glb Lstd Infr Ptf Opn | Fund | Member | $1,001 - $15,000 |
| MFS International Value A | Fund | Member | $100,001 - $250,000 |
| Morgan Stanley Private Bank N.A. | Other | Member | $15,001 - $50,000 |
| PGIM Jennison Health Sciences A | Fund | Member | $15,001 - $50,000 |
| PIMCO Foreign Bond (Hedged) A | Fund | Member | $1,001 - $15,000 |
| Principal Midcap A | Fund | Member | $15,001 - $50,000 |
| SPDR Gold Trust | Fund | Member | $15,001 - $50,000 |
| T Rowe Price Cap Apprec Adv | Fund | Member | $100,001 - $250,000 |
| Virtus Kar Small-Cap Growth A | Fund | Member | $15,001 - $50,000 |
| 8400 Plaza Associates | Other | Member | None |
| PRUPrudential Financial, Inc. | Stock | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.