Lois FrankelFiling

Annual Report | Filed on 10 Aug 2020

This congressional financial disclosure from Lois Frankel (annual report) contains 168 stock trades. It was filed on 10 August 2020. Reported tickers include GIS, SLB, BEN, FE, SO, and 79 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Lois Frankel

Filing Type

Annual Report

Filed Date

10 Aug 2020

View Original Filing (PDF)

Transactions

168 transactions


PGIM Jennison Health Scie...	P	23 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
Suncor Energy Inc. (SU) SU	P	19 Dec 2019	$1,001 - $15,000	-
Insperity, Inc. (NSP) NSP	P	18 Dec 2019	$1,001 - $15,000	-
Suncor Energy Inc. (SU) SU	P	18 Dec 2019	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	S (partial)	18 Dec 2019	$1,001 - $15,000	-
Insperity, Inc. (NSP) NSP	P	17 Dec 2019	$1,001 - $15,000	-
AMG Yachtman Focused I	P	17 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
STORE Capital Corporation... STOR	S (partial)	16 Dec 2019	$1,001 - $15,000	-
T Rowe Price Cap Apprec F...	P	16 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
T Rowe Price Cap Apprec F...	P	16 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
T Rowe Price Cap Apprec F...	P	16 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
Invesco Balanced-Risk All...	P	16 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
MFS International Value I	P	13 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
MFS International Value I	P	13 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
Oakmark Fund Advisor	P	13 Dec 2019	$1,001 - $15,000	Dividend Reinvestment
Ubiquiti Inc. (UI) UI	S (partial)	12 Dec 2019	$1,001 - $15,000	-
NiSource Inc (NI) NI	P	6 Dec 2019	$1,001 - $15,000	-
Johnson & Johnson (JNJ) JNJ	P	5 Dec 2019	$1,001 - $15,000	-
Roche Holdings AG Basel A... RHHBY	S (partial)	5 Dec 2019	$1,001 - $15,000	-
Cabot Oil & Gas Corporati... COG	S	4 Dec 2019	$1,001 - $15,000	-
Cabot Oil & Gas Corporati... COG	S (partial)	3 Dec 2019	$1,001 - $15,000	-
State Street Corporation ... STT	S (partial)	21 Nov 2019	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	21 Nov 2019	$1,001 - $15,000	-
Southern Company (SO) SO	P	13 Nov 2019	$1,001 - $15,000	-
Johnson Controls Internat... JCI	S (partial)	13 Nov 2019	$1,001 - $15,000	-
Schlumberger N.V. (SLB) SLB	S	7 Nov 2019	$1,001 - $15,000	-
Suncor Energy Inc. (SU) SU	P	7 Nov 2019	$1,001 - $15,000	-
Suncor Energy Inc. (SU) SU	P	6 Nov 2019	$1,001 - $15,000	-
Schlumberger N.V. (SLB) SLB	S (partial)	30 Oct 2019	$1,001 - $15,000	-
Suncor Energy Inc. (SU) SU	P	30 Oct 2019	$1,001 - $15,000	-
United Bankshares, Inc. (... UBSI	S (partial)	29 Oct 2019	$1,001 - $15,000	-
Diamondback Energy, Inc. ... FANG	P	28 Oct 2019	$1,001 - $15,000	-
DuPont de Nemours, Inc. (... DD	P	23 Oct 2019	$1,001 - $15,000	-
Wells Fargo & Company (WF... WFC	S (partial)	23 Oct 2019	$1,001 - $15,000	-
Wells Fargo & Company (WF... WFC	S (partial)	16 Oct 2019	$1,001 - $15,000	-
DuPont de Nemours, Inc. (... DD	P	16 Oct 2019	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) XEL	S	2 Oct 2019	$1,001 - $15,000	-
Cigna Corporation (CI) CI	P	2 Oct 2019	$1,001 - $15,000	-
Templeton Global Bond Adv	E	1 Oct 2019	$50,001 - $100,000	Class Exchange. Templeton Global Bond Adv class exchange to Templeton Globa...
Templeton Global Bond R6	E	1 Oct 2019	$50,001 - $100,000	Class Exchange. Templeton Global Bond Adv class exchange to Templeton Globa...
Franklin Resources, Inc. ... BEN	S	25 Sept 2019	$1,001 - $15,000	-
McKesson Corporation (MCK... MCK	P	25 Sept 2019	$1,001 - $15,000	-
PBF Energy Inc. Class A (... PBF	P	25 Sept 2019	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) XEL	S (partial)	25 Sept 2019	$1,001 - $15,000	-
McKesson Corporation (MCK... MCK	S	24 Sept 2019	$1,001 - $15,000	-
PBF Energy Inc. Class A (... PBF	P	24 Sept 2019	$1,001 - $15,000	-
Franklin Resources, Inc. ... BEN	S (partial)	24 Sept 2019	$1,001 - $15,000	-
Gartner, Inc. (IT) IT	P	23 Sept 2019	$1,001 - $15,000	-
FIRST REPUBLIC BANK (FRC) FRC	P	12 Sept 2019	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	S (partial)	11 Sept 2019	$1,001 - $15,000	-
FIRST REPUBLIC BANK (FRC) FRC	P	11 Sept 2019	$1,001 - $15,000	-
Northrop Grumman Corporat... NOC	P	11 Sept 2019	$1,001 - $15,000	-
Kimberly-Clark Corporatio... KMB	S (partial)	11 Sept 2019	$1,001 - $15,000	-
Dorman Products, Inc. (DO... DORM	P	11 Sept 2019	$1,001 - $15,000	-
Caseys General Stores, In... CASY	P	30 Aug 2019	$1,001 - $15,000	-
Waters Corporation (WAT) WAT	P	29 Aug 2019	$1,001 - $15,000	-
Citigroup, Inc. (C) C	P	23 Aug 2019	$1,001 - $15,000	-
Wells Fargo & Company (WF... WFC	S (partial)	23 Aug 2019	$1,001 - $15,000	-
SS&C Technologies Holding... SSNC	P	21 Aug 2019	$1,001 - $15,000	-
STORE Capital Corporation... STOR	S (partial)	21 Aug 2019	$1,001 - $15,000	-
EPAM Systems, Inc. (EPAM) EPAM	S (partial)	21 Aug 2019	$1,001 - $15,000	-
Caseys General Stores, In... CASY	S (partial)	21 Aug 2019	$1,001 - $15,000	-
Chubb Limited (CB) CB	S (partial)	14 Aug 2019	$1,001 - $15,000	-
Cigna Corporation (CI) CI	P	14 Aug 2019	$1,001 - $15,000	-
Wright Medical Group N.V.... WMGI	S	9 Aug 2019	$1,001 - $15,000	-
Stanley Black & Decker, I... SWK	P	7 Aug 2019	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	S (partial)	7 Aug 2019	$1,001 - $15,000	-
Markel Corporation (MKL) MKL	P	1 Aug 2019	$1,001 - $15,000	-
Wright Medical Group N.V.... WMGI	P	31 Jul 2019	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) XEL	S (partial)	31 Jul 2019	$1,001 - $15,000	-
Booz Allen Hamilton Holdi... BAH	S (partial)	31 Jul 2019	$1,001 - $15,000	-
Southern Company (SO) SO	P	31 Jul 2019	$1,001 - $15,000	-
Sun Communities, Inc. (SU... SUI	S (partial)	30 Jul 2019	$1,001 - $15,000	-
First American Corporatio... FAF	S (partial)	30 Jul 2019	$1,001 - $15,000	-
Analog Devices, Inc. (ADI... ADI	S (partial)	30 Jul 2019	$1,001 - $15,000	-
PDC Energy, Inc. (PDCE) PDCE	S	30 Jul 2019	$1,001 - $15,000	-
Wright Medical Group N.V.... WMGI	P	30 Jul 2019	$1,001 - $15,000	-
Boston Scientific Corpora... BSX	S (partial)	30 Jul 2019	$1,001 - $15,000	-
Hasbro, Inc. (HAS) HAS	S (partial)	30 Jul 2019	$1,001 - $15,000	-
E V Adv Floating Rate C	E	26 Jul 2019	$15,001 - $50,000	Class Exchange. Class Exchange from E V Adv Floating Rate C to E V Adv Floa...
E V Adv Floating Rate A	E	26 Jul 2019	$15,001 - $50,000	Class Exchange. Class Exchange from E V Adv Floating Rate C to E V Adv Floa...
PDC Energy, Inc. (PDCE) PDCE	S (partial)	24 Jul 2019	$1,001 - $15,000	-
Southern Company (SO) SO	P	19 Jul 2019	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) XEL	S (partial)	19 Jul 2019	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	S (partial)	12 Jul 2019	$1,001 - $15,000	-
KAR Auction Services, Inc... KAR	S	11 Jul 2019	$1,001 - $15,000	-
Waters Corporation (WAT) WAT	P	27 Jun 2019	$1,001 - $15,000	-
DXC Technology Company (D... DXC	S	26 Jun 2019	$1,001 - $15,000	-
SunTrust Banks, Inc. (STI... STI	S	26 Jun 2019	$1,001 - $15,000	-
Waters Corporation (WAT) WAT	P	26 Jun 2019	$1,001 - $15,000	-
Southern Company (SO) SO	P	26 Jun 2019	$1,001 - $15,000	-
Southern Company (SO) SO	P	19 Jun 2019	$1,001 - $15,000	-
DXC Technology Company (D... DXC	S (partial)	19 Jun 2019	$1,001 - $15,000	-
JP Morgan Equity Income C	E	17 Jun 2019	$15,001 - $50,000	Class Exchange. Class Exchange from JP Morgan Equity Income C to JP Morgan ...
JP Morgan Equity Income A	E	17 Jun 2019	$15,001 - $50,000	Class Exchange. Class Exchange from Morgan Equity Income C to JP Morgan Equ...
A.O. Smith Corporation (A... AOS	P	12 Jun 2019	$1,001 - $15,000	-
General Mills, Inc. (GIS) GIS	S	5 Jun 2019	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	5 Jun 2019	$1,001 - $15,000	-
General Mills, Inc. (GIS) GIS	S (partial)	29 May 2019	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	29 May 2019	$1,001 - $15,000	-
Mohawk Industries, Inc. (... MHK	P	24 May 2019	$1,001 - $15,000	-
BB&T Corporation (BBT) BBT	P	22 May 2019	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	S (partial)	22 May 2019	$1,001 - $15,000	-
Huntington Bancshares Inc... HBAN	S (partial)	15 May 2019	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	P	15 May 2019	$1,001 - $15,000	-
Conduent Incorporated (CN... CNDT	S	13 May 2019	$1,001 - $15,000	-
Conduent Incorporated (CN... CNDT	S (partial)	10 May 2019	$1,001 - $15,000	-
DENTSPLY SIRONA Inc. (XRA... XRAY	P	9 May 2019	$1,001 - $15,000	-
Henry Schein, Inc. (HSIC) HSIC	P	9 May 2019	$1,001 - $15,000	-
Western Union Company (WU... WU	S	9 May 2019	$1,001 - $15,000	-
Stanley Black & Decker, I... SWK	P	8 May 2019	$1,001 - $15,000	-
Johnson Controls Internat... JCI	S (partial)	8 May 2019	$1,001 - $15,000	-
Stanley Black & Decker, I... SWK	P	1 May 2019	$1,001 - $15,000	-
State Street Corporation ... STT	S (partial)	1 May 2019	$1,001 - $15,000	-
Ubiquiti Networks, Inc. (... UBNT	S (partial)	24 Apr 2019	$1,001 - $15,000	-
KAR Auction Services, Inc... KAR	P	16 Apr 2019	$1,001 - $15,000	-
Moody's Corporation (MCO) MCO	S	10 Apr 2019	$1,001 - $15,000	-
Citigroup, Inc. (C) C	P	10 Apr 2019	$1,001 - $15,000	-
Equifax, Inc. (EFX) EFX	P	5 Apr 2019	$1,001 - $15,000	-
General Mills, Inc. (GIS) GIS	S (partial)	1 Apr 2019	$1,001 - $15,000	-
BB&T Corporation (BBT) BBT	P	28 Mar 2019	$1,001 - $15,000	-
Philip Morris Internation... PM	S (partial)	28 Mar 2019	$1,001 - $15,000	-
FirstEnergy Corp. (FE) FE	P	28 Mar 2019	$1,001 - $15,000	-
SunTrust Banks, Inc. (STI... STI	S (partial)	22 Mar 2019	$1,001 - $15,000	-
BB&T Corporation (BBT) BBT	P	20 Mar 2019	$1,001 - $15,000	-
Altria Group, Inc. (MO) MO	S	20 Mar 2019	$1,001 - $15,000	-
Nestle SA Sponsored ADR r... NSRGY	P	20 Mar 2019	$1,001 - $15,000	-
PDC Energy, Inc. (PDCE) PDCE	P	15 Mar 2019	$1,001 - $15,000	-
PDC Energy, Inc. (PDCE) PDCE	P	14 Mar 2019	$1,001 - $15,000	-
Dorman Products, Inc. (DO... DORM	P	14 Mar 2019	$1,001 - $15,000	-
Aon plc Class A Ordinary ... AON	P	13 Mar 2019	$1,001 - $15,000	-
PNC Financial Services Gr... PNC	S (partial)	12 Mar 2019	$1,001 - $15,000	-
National Fuel Gas Company... NFG	S	11 Mar 2019	$1,001 - $15,000	-
Sabra Health Care REIT, I... SBRA	S	11 Mar 2019	$1,001 - $15,000	-
National Fuel Gas Company... NFG	S (partial)	8 Mar 2019	$1,001 - $15,000	-
Sabra Health Care REIT, I... SBRA	S (partial)	8 Mar 2019	$1,001 - $15,000	-
FirstEnergy Corp. (FE) FE	P	6 Mar 2019	$1,001 - $15,000	-
Danaher Corporation (DHR) DHR	S (partial)	6 Mar 2019	$1,001 - $15,000	-
Ubiquiti Networks, Inc. (... UBNT	S (partial)	1 Mar 2019	$1,001 - $15,000	-
Baxter International Inc.... BAX	S (partial)	28 Feb 2019	$1,001 - $15,000	-
Western Union Company (WU... WU	S (partial)	28 Feb 2019	$1,001 - $15,000	-
Amdocs Limited - Ordinary... DOX	S	27 Feb 2019	$1,001 - $15,000	-
Roche Holdings AG Basel A... RHHBY	P	27 Feb 2019	$1,001 - $15,000	-
EPAM Systems, Inc. (EPAM) EPAM	S (partial)	14 Feb 2019	$1,001 - $15,000	-
NuVasive, Inc. (NUVA) NUVA	S (partial)	14 Feb 2019	$1,001 - $15,000	-
FirstEnergy Corp. (FE) FE	P	13 Feb 2019	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	S (partial)	13 Feb 2019	$1,001 - $15,000	-
MetLife, Inc. (MET) MET	S	13 Feb 2019	$1,001 - $15,000	-
Cigna Corporation (CI) CI	P	13 Feb 2019	$1,001 - $15,000	-
Philip Morris Internation... PM	S (partial)	8 Feb 2019	$1,001 - $15,000	-
CDK Global, Inc. (CDK) CDK	P	8 Feb 2019	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	P	8 Feb 2019	$1,001 - $15,000	-
First Hawaiian, Inc. (FHB... FHB	P	7 Feb 2019	$1,001 - $15,000	-
Welltower Inc. (WELL) WELL	S	7 Feb 2019	$1,001 - $15,000	-
Welltower Inc. (WELL) WELL	S (partial)	6 Feb 2019	$1,001 - $15,000	-
A.O. Smith Corporation (A... AOS	P	5 Feb 2019	$1,001 - $15,000	-
MetLife, Inc. (MET) MET	S (partial)	23 Jan 2019	$1,001 - $15,000	-
PPG Industries, Inc. (PPG... PPG	S (partial)	23 Jan 2019	$1,001 - $15,000	-
FirstEnergy Corp. (FE) FE	P	23 Jan 2019	$1,001 - $15,000	-
Cigna Corporation (CI) CI	P	23 Jan 2019	$1,001 - $15,000	-
Booz Allen Hamilton Holdi... BAH	P	14 Jan 2019	$1,001 - $15,000	-
Hubbell Inc (HUBB) HUBB	P	11 Jan 2019	$1,001 - $15,000	-
Huntsman Corporation (HUN... HUN	P	11 Jan 2019	$1,001 - $15,000	-
Huntsman Corporation (HUN... HUN	P	10 Jan 2019	$1,001 - $15,000	-
Roche Holdings AG Basel A... RHHBY	P	9 Jan 2019	$1,001 - $15,000	-
Expeditors International ... EXPD	P	9 Jan 2019	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	S (partial)	9 Jan 2019	$1,001 - $15,000	-
Esterline Technologies Co... ESL	S (partial)	4 Jan 2019	$1,001 - $15,000	-