Lois FrankelDéclaration

Annual Report | Déposée le 08 Aug 2018

Cette déclaration financière du Congrès déposée par Lois Frankel (annual report) contient 171 transactions boursières. Elle a été déposée le 8 août 2018. Les titres déclarés incluent DXC, MRK, NOC, HAIN, NYCB et 68 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.

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Nom du politicien

Lois Frankel

Type de déclaration

Annual Report

Date de dépôt

08 Aug 2018

Voir la déclaration originale (PDF)

Transactions

171 transactions


Janus Aspen Series Enterp...	E	31 May 2018	$1,001 - $15,000	Janus Aspen Series Enterprises became Janus Henderson Enterprise after merg...
AMG Yacktman Focused I	P	28 Dec 2017	$1,001 - $15,000	Long Term Capital Gain Reinvestment
Prudential Jennison Hlth ...	P	21 Dec 2017	$1,001 - $15,000	Short Term Capital Gain Reinvestment
Pioneer Natural Resources... PXD	P	15 Dec 2017	$1,001 - $15,000	-
T Rowe Price Cap Apprec F...	P	15 Dec 2017	$1,001 - $15,000	Short Term Capital Gain Reinvestment
T Rowe Price Cap Apprec F...	P	15 Dec 2017	$1,001 - $15,000	Dividend Reinvestment
Pioneer Natural Resources... PXD	P	15 Dec 2017	$1,001 - $15,000	-
MFS International Value I	P	15 Dec 2017	$1,001 - $15,000	Dividend Reinvestment
T Rowe Price Cap Apprec F...	P	15 Dec 2017	$1,001 - $15,000	Long Term Capital Gain Reinvestment
DXC Technology Company (D... DXC	P	13 Dec 2017	$1,001 - $15,000	-
CVS Health Corporation (C... CVS	S	13 Dec 2017	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	13 Dec 2017	$1,001 - $15,000	-
GA Goldman Sachs Mid Cap ...	P	8 Dec 2017	$1,001 - $15,000	AllianceBernstein Small/Mid CA Fund was exchanged for GA Goldman Sachs Mid ...
Mirae Asia Great Cons I	E	8 Dec 2017	$1,001 - $15,000	2017 non-cash fund merge of Mirae Asia Great Cons I (MGCIX) and Mirae Asia ...
AllianceBernstein Small/M...	S	8 Dec 2017	$1,001 - $15,000	AllianceBernstein Small/Mid CA Fund was exchanged for GA Goldman Sachs Mid ...
Regal Entertainment Group... RGC	S (partial)	8 Dec 2017	$1,001 - $15,000	-
Union Pacific Corporation... UNP	S (partial)	6 Dec 2017	$1,001 - $15,000	-
Ingersoll-Rand plc (IR) IR	P	6 Dec 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	S	28 Nov 2017	$1,001 - $15,000	-
Ingersoll-Rand plc (IR) IR	P	28 Nov 2017	$1,001 - $15,000	-
State Street Corporation ... STT	P	15 Nov 2017	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	15 Nov 2017	$1,001 - $15,000	-
CVS Health Corporation (C... CVS	S (partial)	15 Nov 2017	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) XEL	S (partial)	15 Nov 2017	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	15 Nov 2017	$1,001 - $15,000	-
State Street Corporation ... STT	P	15 Nov 2017	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) XEL	S (partial)	15 Nov 2017	$1,001 - $15,000	-
Caseys General Stores, In... CASY	P	13 Nov 2017	$1,001 - $15,000	-
PBF Energy Inc. Class A (... PBF	S	10 Nov 2017	$1,001 - $15,000	-
PBF Energy Inc. Class A (... PBF	S (partial)	9 Nov 2017	$1,001 - $15,000	-
Cigna Corporation (CI) CI	S (partial)	8 Nov 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	S (partial)	8 Nov 2017	$1,001 - $15,000	-
Johnson & Johnson (JNJ) JNJ	P	8 Nov 2017	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	P	8 Nov 2017	$1,001 - $15,000	-
CVS Health Corporation (C... CVS	S (partial)	1 Nov 2017	$1,001 - $15,000	-
Archer-Daniels-Midland Co... ADM	P	1 Nov 2017	$1,001 - $15,000	-
Fidelity Mid-Cap Port	S	1 Nov 2017	$1,001 - $15,000	Fidelity Mid-Cap Port Fund was exchanged for GA Blackrock Disciplined Mid C...
GA Blackrock Disciplined ...	P	1 Nov 2017	$1,001 - $15,000	Fidelity Mid-Cap Port Fund was exchanged for GA Blackrock Disciplined Mid C...
Alleghany Corporation (Y) Y	P	31 Oct 2017	$1,001 - $15,000	-
Johnson & Johnson (JNJ) JNJ	P	25 Oct 2017	$1,001 - $15,000	-
Pfizer, Inc. (PFE) PFE	S (partial)	25 Oct 2017	$1,001 - $15,000	-
General Mills, Inc. (GIS) GIS	P	18 Oct 2017	$1,001 - $15,000	-
Abbott Laboratories (ABT) ABT	S	11 Oct 2017	$1,001 - $15,000	-
General Mills, Inc. (GIS) GIS	P	4 Oct 2017	$1,001 - $15,000	-
Abbott Laboratories (ABT) ABT	S (partial)	4 Oct 2017	$1,001 - $15,000	-
Sabra Healthcare REIT, In... SBRA	P	2 Oct 2017	$1,001 - $15,000	-
Sabra Healthcare REIT, In... SBRA	P	29 Sept 2017	$1,001 - $15,000	-
General Mills, Inc. (GIS) GIS	P	27 Sept 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	S (partial)	27 Sept 2017	$1,001 - $15,000	-
Texas Instruments Incorpo... TXN	S (partial)	20 Sept 2017	$1,001 - $15,000	-
EOG Resources, Inc. (EOG) EOG	S (partial)	20 Sept 2017	$1,001 - $15,000	-
Schlumberger N.V. (SLB) SLB	P	20 Sept 2017	$1,001 - $15,000	-
Equifax, Inc. (EFX) EFX	P	20 Sept 2017	$1,001 - $15,000	-
Ubiquiti Networks, Inc. (... UBNT	P	14 Sept 2017	$1,001 - $15,000	-
Hartford Financial Servic... HIG	S (partial)	11 Sept 2017	$1,001 - $15,000	-
Rockwell Collins, Inc. (C... COL	S (partial)	11 Sept 2017	$1,001 - $15,000	-
Schlumberger N.V. (SLB) SLB	P	8 Sept 2017	$1,001 - $15,000	-
State Street Corporation ... STT	S (partial)	8 Sept 2017	$1,001 - $15,000	-
Omnicom Group Inc. (OMC) OMC	S (partial)	28 Aug 2017	$1,001 - $15,000	-
Union Pacific Corporation... UNP	P	28 Aug 2017	$1,001 - $15,000	-
Superior Energy Services,... SPN	S	23 Aug 2017	$1,001 - $15,000	-
Northrop Grumman Corporat... NOC	S (partial)	21 Aug 2017	$1,001 - $15,000	-
United Technologies Corpo... UTX	P	21 Aug 2017	$1,001 - $15,000	-
MicroStrategy Incorporate... MSTR	S	21 Aug 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	S (partial)	21 Aug 2017	$1,001 - $15,000	-
AMG Yacktman Focused N	E	4 Aug 2017	$15,001 - $50,000	Class Exchange to AMG Yacktman Focused I (YAFIX) AMG Yacktman Focused S (YA...
Northrop Grumman Corporat... NOC	S (partial)	2 Aug 2017	$1,001 - $15,000	-
PPG Industries, Inc. (PPG... PPG	P	2 Aug 2017	$1,001 - $15,000	-
MetLife, Inc. (MET) MET	S (partial)	26 Jul 2017	$1,001 - $15,000	-
D/B/A Chubb Limited New (... CB	P	26 Jul 2017	$1,001 - $15,000	-
Time Warner Inc. New (TWX... TWX	S	19 Jul 2017	$1,001 - $15,000	-
Pfizer, Inc. (PFE) PFE	P	19 Jul 2017	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	19 Jul 2017	$1,001 - $15,000	-
The Hain Celestial Group,... HAIN	P	14 Jul 2017	$1,001 - $15,000	-
New York Community Bancor... NYCB	S (partial)	14 Jul 2017	$1,001 - $15,000	-
Anadarko Petroleum Corpor... APC	P	13 Jul 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	S (partial)	12 Jul 2017	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	12 Jul 2017	$1,001 - $15,000	-
State Street Corporation ... STT	S (partial)	12 Jul 2017	$1,001 - $15,000	-
United Technologies Corpo... UTX	P	6 Jul 2017	$1,001 - $15,000	-
Abbott Laboratories (ABT) ABT	S (partial)	6 Jul 2017	$1,001 - $15,000	-
Principal Sm MDCP Div Inc...	E	27 Jun 2017	$1,001 - $15,000	2017 non-cash fund merge between Principal Sm MDCP Div Inc P (PMDPX) and Pr...
Principal Midcap P	E	27 Jun 2017	$1,001 - $15,000	2017 non-cash fund merge between Principal Midcap P (PMCPX) and Principal M...
MicroStrategy Incorporate... MSTR	P	23 Jun 2017	$1,001 - $15,000	-
MicroStrategy Incorporate... MSTR	P	22 Jun 2017	$1,001 - $15,000	-
United Technologies Corpo... UTX	P	21 Jun 2017	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	S (partial)	21 Jun 2017	$1,001 - $15,000	-
Mattel, Inc. (MAT) MAT	S	15 Jun 2017	$1,001 - $15,000	-
Nasdaq, Inc. (NDAQ) NDAQ	S (partial)	15 Jun 2017	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	14 Jun 2017	$1,001 - $15,000	-
Amer Cent Mid Cap Value I...	E	8 Jun 2017	$1,001 - $15,000	Class exchange to Amer Cent Mid Cap Value I
Cigna Corporation (CI) CI	P	7 Jun 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	S (partial)	7 Jun 2017	$1,001 - $15,000	-
Schlumberger N.V. (SLB) SLB	P	31 May 2017	$1,001 - $15,000	-
J.M. Smucker Company (SJM... SJM	S	31 May 2017	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	24 May 2017	$1,001 - $15,000	-
J.M. Smucker Company (SJM... SJM	S (partial)	24 May 2017	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	17 May 2017	$1,001 - $15,000	-
Texas Instruments Incorpo... TXN	S (partial)	17 May 2017	$1,001 - $15,000	-
Discovery Communications,... DISCK	S	16 May 2017	$1,001 - $15,000	-
Synchrony Financial (SYF) SYF	S	12 May 2017	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	S (partial)	10 May 2017	$1,001 - $15,000	-
D/B/A Chubb Limited New (... CB	P	10 May 2017	$1,001 - $15,000	-
Janus Capital Group, Inc.... JNS	S	9 May 2017	$1,001 - $15,000	-
Janus Capital Group, Inc.... JNS	S (partial)	8 May 2017	$1,001 - $15,000	-
United Natural Foods, Inc... UNFI	S (partial)	4 May 2017	$1,001 - $15,000	-
DXC Technology Company (D... DXC	P	3 May 2017	$1,001 - $15,000	-
American Express Company ... AXP	S	3 May 2017	$1,001 - $15,000	-
New York Community Bancor... NYCB	P	2 May 2017	$1,001 - $15,000	-
Superior Energy Services,... SPN	P	2 May 2017	$1,001 - $15,000	-
Welltower Inc. (HCN) HCN	P	2 May 2017	$1,001 - $15,000	-
SunTrust Banks, Inc. (STI... STI	S (partial)	2 May 2017	$1,001 - $15,000	-
Entergy Corporation (ETR) ETR	P	2 May 2017	$1,001 - $15,000	-
DXC Technology Company (D... DXC	P	1 May 2017	$1,001 - $15,000	-
American Express Company ... AXP	S (partial)	1 May 2017	$1,001 - $15,000	-
Archer-Daniels-Midland Co... ADM	S (partial)	1 May 2017	$1,001 - $15,000	-
Dollar General Corporatio... DG	P	1 May 2017	$1,001 - $15,000	-
Varian Medical Systems, I... VAR	S	1 May 2017	$1,001 - $15,000	-
Citigroup, Inc. (C) C	P	1 May 2017	$1,001 - $15,000	-
Texas Instruments Incorpo... TXN	S (partial)	1 May 2017	$1,001 - $15,000	-
MF Premier Graham A	S	17 Apr 2017	$15,001 - $50,000	Redemption of Managed Futures
Vanguard Small-Cap Value ... VBR	P	22 Mar 2017	$1,001 - $15,000	-
Medtronic plc. Ordinary S... MDT	P	22 Mar 2017	$1,001 - $15,000	-
E.I. du Pont de Nemours a... DD	S	22 Mar 2017	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	S	22 Mar 2017	$1,001 - $15,000	-
Johnson Controls Internat... JCI	P	22 Mar 2017	$1,001 - $15,000	-
First Trust DJ Internet I... FDN	P	21 Mar 2017	$1,001 - $15,000	-
First Trust DJ Internet I...	P	21 Mar 2017	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	S (partial)	16 Mar 2017	$1,001 - $15,000	-
Union Pacific Corporation... UNP	P	16 Mar 2017	$1,001 - $15,000	-
Virtus Kar Small Cap Sust...	P	15 Mar 2017	$1,001 - $15,000	-
T Row Price QM US Sm Cp G...	P	15 Mar 2017	$1,001 - $15,000	-
T Rowe Price Intl Discove...	P	15 Mar 2017	$1,001 - $15,000	-
Principal Sm MDCP Div Inc...	P	15 Mar 2017	$1,001 - $15,000	-
Hartford Intl Value I	P	14 Mar 2017	$1,001 - $15,000	-
Royce Value Trust, Inc. (... RVT	S	14 Mar 2017	$15,001 - $50,000	In 2017 part of the shares of RVT held in Morgan Stanley IRA - X085 were tr...
E V Income Fund of Boston...	S	14 Mar 2017	$15,001 - $50,000	-
Virtus Foreign Opport I	S	14 Mar 2017	$1,001 - $15,000	-
Matthews Asia Dividend In...	P	14 Mar 2017	$1,001 - $15,000	-
Blackrock Inflat Prot Bon...	S	14 Mar 2017	$1,001 - $15,000	-
Prudential Jennison Natl ...	S (partial)	14 Mar 2017	$1,001 - $15,000	-
Lazard Glb Lstd Infr Ptf ...	P	14 Mar 2017	$1,001 - $15,000	-
Wells Fargo Growth I	S	14 Mar 2017	$1,001 - $15,000	-
E V Adv Floating Rate C	P	14 Mar 2017	$15,001 - $50,000	-
Citigroup, Inc. (C) C	P	8 Mar 2017	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	S (partial)	8 Mar 2017	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	8 Mar 2017	$1,001 - $15,000	-
J.M. Smucker Company (SJM... SJM	S (partial)	3 Mar 2017	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	3 Mar 2017	$1,001 - $15,000	-
J.M. Smucker Company (SJM... SJM	S (partial)	1 Mar 2017	$1,001 - $15,000	-
Pfizer, Inc. (PFE) PFE	P	22 Feb 2017	$1,001 - $15,000	-
The Hain Celestial Group,... HAIN	P	21 Feb 2017	$1,001 - $15,000	-
Occidental Petroleum Corp... OXY	S (partial)	14 Feb 2017	$1,001 - $15,000	-
State Street Corporation ... STT	P	14 Feb 2017	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	P	8 Feb 2017	$1,001 - $15,000	-
State Street Corporation ... STT	P	8 Feb 2017	$1,001 - $15,000	-
Wells Fargo & Company (WF... WFC	S (partial)	8 Feb 2017	$1,001 - $15,000	-
Helen of Troy Limited (HE... HELE	P	1 Feb 2017	$1,001 - $15,000	-
Anadarko Petroleum Corpor... APC	S (partial)	1 Feb 2017	$1,001 - $15,000	-
3M Company (MMM) MMM	P	1 Feb 2017	$1,001 - $15,000	-
Boston Scientific Corpora... BSX	S (partial)	1 Feb 2017	$1,001 - $15,000	-
United Technologies Corpo... UTX	S	1 Feb 2017	$1,001 - $15,000	-
State Street Corporation ... STT	P	25 Jan 2017	$1,001 - $15,000	-
American Express Company ... AXP	S (partial)	25 Jan 2017	$1,001 - $15,000	-
Superior Energy Services,... SPN	P	19 Jan 2017	$1,001 - $15,000	-
Amdocs Limited - Ordinary... DOX	P	17 Jan 2017	$1,001 - $15,000	-
JP Morgan Chase & Co. (JP... JPM	S (partial)	11 Jan 2017	$1,001 - $15,000	-
IPG Photonics Corporation... IPGP	S	6 Jan 2017	$1,001 - $15,000	-
United Technologies Corpo... UTX	S (partial)	4 Jan 2017	$1,001 - $15,000	-
Fastenal Company (FAST) FAST	S	4 Jan 2017	$1,001 - $15,000	-
Cabot Oil & Gas Corporati... COG	P	3 Jan 2017	$1,001 - $15,000	-