Did Lois Frankel beat the market?

Copying Lois Frankel's disclosed stock trades 3 days after each filing returned +9.4% a year on the days the money was invested, against +12.4% for the S&P 500 over the same days: 3.0 percentage points behind the index. This is a hypothetical backtest from 2014-05-15 to 2026-11-09, not investment advice.

How many stock trades has Lois Frankel disclosed?

Lois Frankel disclosed 1,543 stock transactions between 2014-05-15 and 2024-05-14: 677 purchases and 866 sales.

Which stocks does Lois Frankel trade most?

The most traded stocks in Lois Frankel's filings are MRK (23), PFE (19) and NOC (17), by number of transactions.

How quickly does Lois Frankel report trades?

The median filing came 27 days after the trade. 21 of 1,544 filings arrived after the 45-day deadline.

Lois Frankel stock trades

Lois Frankel is a member of the U.S. House (Democrat, FL). Filings in this dataset run from 2014-05-15 to 2024-05-14 and list 1,543 stock transactions: 677 purchases and 866 sales. The median filing came 27 days after the trade; 21 of 1,544 were filed after the 45-day deadline.

Backtest copying Lois Frankel this year

1,543transactions

677purchases

866sales

27 dmedian delay to file

What copying Lois Frankel would have returned

$10,000 invested on 2014-05-15, buying and selling the same stocks 3 days after each filing became public, ended at $25,249 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $42,742.

That headline is diluted by cash: on average only 82% of the money was invested, because the portfolio holds a few small positions. On the 3,139 days it did hold stocks, the copied holdings returned +9.4% a year against +12.4% for the S&P 500 over the same days: 3.0 percentage points behind the index.

+9.4%copied holdings, per year

+12.4%S&P 500, same days

82%avg share invested

210trades executed

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

1,099 copy orders were not placed (no price history, no cash left or the position limit was reached) and 5 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

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Activity by year

Transactions by the year the report was filed.

Trades by month

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2023 · 2022 · 2021 · 2020 · 2019 · 2018 · 2017 · 2016 · 2015 · 2014

Most traded stocks

Stock	Trades	Buys	Sales
MRK Merck & Company, Inc. Common Stock	23	13	10
PFE Pfizer, Inc. Common Stock	19	8	11
NOC Northrop Grumman Corporation Common Stock	17	8	9
JCI Johnson Controls International plc...	17	9	8
CI The Cigna Group Common Stock	17	11	6
AXP American Express Company Common Stock	16	9	7
STT State Street Corporation Common Stock	15	8	7
DD DuPont de Nemours, Inc. Common Stock	15	10	5
C Citigroup, Inc. Common Stock	15	9	6
PPG PPG Industries, Inc. Common Stock	14	7	7
PNC PNC Financial Services Group, Inc.	14	7	7
MCK McKesson Corporation Common Stock	14	7	7
ETN Eaton Corporation, PLC Ordinary Shares	14	5	9
ACN Accenture plc Class A Ordinary Shares	14	3	11
WFC Wells Fargo & Company Common Stock	13	3	10

Disclosed transactions

Download stock and fund transactions as CSV · Compare Lois Frankel with another member

Filed	Traded	Type	Asset	Amount	Filing
2021-11-01	2021-10-06	Partial sale	AON Aon plc Class A Ordinary Shares (Ireland)	$1,001 - $15,000 g	Source
2021-11-01	2021-09-30	Buy	KKR KKR & Co. Inc. Common Stock	$1,001 - $15,000 c	Source
2021-11-01	2021-09-29	Partial sale	PNC PNC Financial Services Group, Inc.	$1,001 - $15,000 c	Source
2021-11-01	2021-09-28	Buy	OLLI Ollie's Bargain Outlet Holdings, Inc. -...	$1,001 - $15,000 e	Source
2021-11-01	2021-09-28	Buy	MKL Markel Group Inc. Common Stock	$1,001 - $15,000 c	Source
2021-11-01	2021-09-27	Sale	HST Host Hotels & Resorts, Inc. - Common Stock	$1,001 - $15,000 f	Source
2021-11-01	2021-09-27	Buy	CARG CarGurus, Inc.	$1,001 - $15,000 c	Source
2021-11-01	2021-09-24	Partial sale	TT Trane Technologies plc	$1,001 - $15,000 g	Source
2021-11-01	2021-09-24	Buy	MAR Marriott International, Inc.	$1,001 - $15,000 g	Source
2021-11-01	2021-09-24	Partial sale	HST Host Hotels & Resorts, Inc. - Common Stock	$1,001 - $15,000 c	Source
2021-11-01	2021-09-23	Sale	WWD Woodward, Inc.	$1,001 - $15,000 f	Source
2021-11-01	2021-09-23	Partial sale	TT Trane Technologies plc	$1,001 - $15,000 e	Source
2021-11-01	2021-09-23	Buy	MAR Marriott International, Inc.	$1,001 - $15,000 e	Source
2021-11-01	2021-09-23	Buy	WLTW Willis Towers Watson Public Limited...	$1,001 - $15,000 d	Source
2021-11-01	2021-09-22	Buy	WLTW Willis Towers Watson Public Limited...	$1,001 - $15,000 f	Source
2021-11-01	2021-09-22	Partial sale	WWD Woodward, Inc.	$1,001 - $15,000 c	Source
2021-09-28	2021-09-16	Sale	FISV Fiserv, Inc. - Common Stock	$1,001 - $15,000 g	Source
2021-09-28	2021-09-16	Buy	SWK Stanley Black & Decker Inc	$1,001 - $15,000 c	Source
2021-09-28	2021-09-15	Buy	SWK Stanley Black & Decker Inc	$1,001 - $15,000 f	Source
2021-09-28	2021-09-15	Partial sale	FISV Fiserv, Inc. - Common Stock	$1,001 - $15,000 e	Source
2021-09-28	2021-09-10	Sale	RHHBY Roche Holding AG	$1,001 - $15,000 g	Source
2021-09-28	2021-09-10	Buy	D Dominion Energy Inc	$1,001 - $15,000 c	Source
2021-09-28	2021-09-09	Buy	D Dominion Energy Inc	$1,001 - $15,000 g	Source
2021-09-28	2021-09-02	Buy	PGR Progressive Corporation	$1,001 - $15,000 f	Source
2021-09-28	2021-09-01	Buy	UNP Union Pacific Corporation Common Stock	$1,001 - $15,000 g	Source
2021-09-28	2021-09-01	Partial sale	RHHBY Roche Holding AG	$1,001 - $15,000 g	Source
2021-09-28	2021-09-01	Buy	PGR Progressive Corporation	$1,001 - $15,000 g	Source
2021-08-18	2021-08-12	Sale	HUN Huntsman Corporation (NYSE)	$1,001 - $15,000 c	Source
2021-08-18	2021-08-04	Buy	GXO GXO Logistics, Inc.	$1,001 - $15,000 e	Source
2021-08-18	2021-08-04	Partial sale	WAT Waters Corporation Common Stock	$1,001 - $15,000 c	Source
2021-08-18	2021-08-04	Buy	MKL Markel Group Inc. Common Stock	$1,001 - $15,000 c	Source
2021-08-18	2021-07-29	Buy	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 c	Source
2021-08-18	2021-07-15	Buy	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 c	Source
2021-08-03	2021-07-14	Partial sale	FISV Fiserv, Inc. - Common Stock	$1,001 - $15,000 c	Source
2021-08-03	2021-07-14	Buy	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 c	Source
2021-08-03	2021-07-02	Buy	RGLD Royal Gold, Inc. - Common Stock	$1,001 - $15,000 c	Source
2021-08-03	2021-07-01	Buy	RGLD Royal Gold, Inc. - Common Stock	$1,001 - $15,000 d	Source
2021-08-03	2021-06-30	Buy	DUK Duke Energy Corporation	$1,001 - $15,000 g	Source
2021-08-03	2021-06-30	Partial sale	RHHBY Roche Holding AG	$1,001 - $15,000 d	Source
2021-08-03	2021-06-30	Buy	RGLD Royal Gold, Inc. - Common Stock	$1,001 - $15,000 c	Source
2021-08-03	2021-06-30	Sale	CDK CDK Global, Inc. (NASDAQ)	$1,001 - $15,000 c	Source
2021-08-03	2021-06-26	Buy	CLX Clorox Company	$1,001 - $15,000 g	Source
2021-06-30	2021-06-09	Buy	CI The Cigna Group Common Stock	$1,001 - $15,000 c	Source
2021-06-30	2021-06-02	Sale	USB U.S. Bancorp Common Stock	$1,001 - $15,000 c	Source
2021-06-30	2021-06-02	Buy	PGR Progressive Corporation	$1,001 - $15,000 c	Source
2021-06-30	2021-05-27	Partial sale	USB U.S. Bancorp Common Stock	$1,001 - $15,000 e	Source
2021-06-30	2021-05-27	Buy	PGR Progressive Corporation	$1,001 - $15,000 c	Source
2021-06-30	2021-05-26	Buy	PGR Progressive Corporation	$1,001 - $15,000 g	Source
2021-06-30	2021-05-26	Partial sale	USB U.S. Bancorp Common Stock	$1,001 - $15,000 c	Source
2021-06-30	2021-05-19	Partial sale	USB U.S. Bancorp Common Stock	$1,001 - $15,000 g	Source
2021-06-30	2021-05-19	Buy	CMCSA Comcast Corporation - Class A Common Stock	$1,001 - $15,000 c	Source
2021-05-25	2021-05-07	Sale	HAE Haemonetics Corporation	$1,001 - $15,000 g	Source
2021-05-25	2021-05-06	Partial sale	HAE Haemonetics Corporation	$1,001 - $15,000 c	Source
2021-05-25	2021-05-05	Buy	TMO Thermo Fisher Scientific Inc Common Stock	$1,001 - $15,000 c	Source
2021-05-25	2021-05-05	Partial sale	MDT Medtronic plc. Ordinary Shares	$1,001 - $15,000 c	Source
2021-05-25	2021-04-23	Buy	CARG CarGurus, Inc.	$1,001 - $15,000 c	Source
2021-05-25	2021-04-21	Buy	MS Morgan Stanley Common Stock	$1,001 - $15,000 e	Source
2021-05-25	2021-04-21	Sale	GS Goldman Sachs Group, Inc.	$1,001 - $15,000 c	Source
2021-04-23	2021-04-14	Buy	MS Morgan Stanley Common Stock	$1,001 - $15,000 c	Source
2021-04-23	2021-04-14	Partial sale	GS Goldman Sachs Group, Inc.	$1,001 - $15,000 c	Source
2021-04-23	2021-04-08	Partial sale	PPG PPG Industries, Inc. Common Stock	$1,001 - $15,000 f	Source
2021-04-23	2021-04-07	Buy	CL Colgate-Palmolive Company Common Stock	$1,001 - $15,000 c	Source
2021-04-23	2021-03-26	Buy	MS Morgan Stanley Common Stock	$1,001 - $15,000 d	Source
2021-04-23	2021-03-24	Buy	PGR Progressive Corporation	$1,001 - $15,000 g	Source
2021-04-23	2021-03-24	Partial sale	GS Goldman Sachs Group, Inc.	$1,001 - $15,000 e	Source
2021-04-23	2021-03-19	Sale	NI NiSource Inc	$1,001 - $15,000 c	Source
2021-04-23	2021-03-18	Partial sale	TRV The Travelers Companies, Inc. Common Stock	$1,001 - $15,000 f	Source
2021-04-23	2021-03-17	Partial sale	SON Sonoco Products Company	$1,001 - $15,000 g	Source
2021-04-23	2021-03-17	Buy	PGR Progressive Corporation	$1,001 - $15,000 c	Source
2021-04-23	2021-03-16	Partial sale	SON Sonoco Products Company	$1,001 - $15,000 d	Source
2021-04-23	2021-03-16	Sale	HES Hess Corp	$1,001 - $15,000 c	Source
2021-03-26	2021-03-24	Buy	MS Morgan Stanley Common Stock	$1,001 - $15,000 f	Source
2021-03-26	2021-03-15	Buy	XEL Xcel Energy Inc.	$1,001 - $15,000 g	Source
2021-03-26	2021-03-15	Buy	LNT Alliant Energy Corporation (NYSE)	$1,001 - $15,000 f	Source
2021-03-26	2021-03-15	Partial sale	HES Hess Corp	$1,001 - $15,000 c	Source
2021-03-26	2021-03-15	Buy	BOH bank of Hawaii Corporation	$1,001 - $15,000 c	Source
2021-03-26	2021-03-11	Partial sale	TRV The Travelers Companies, Inc. Common Stock	$1,001 - $15,000 c	Source
2021-03-26	2021-03-10	Buy	PGR Progressive Corporation	$1,001 - $15,000 g	Source
2021-03-26	2021-03-10	Partial sale	TRV The Travelers Companies, Inc. Common Stock	$1,001 - $15,000 e	Source
2021-03-26	2021-03-01	Buy	CBOE Cboe Global Markets, Inc. Common Stock	$1,001 - $15,000 g	Source
2021-03-26	2021-02-25	Buy	HPP Hudson Pacific Properties, Inc.	$1,001 - $15,000 f	Source
2021-03-26	2021-02-25	Sale	EFX Equifax, Inc. Common Stock	$1,001 - $15,000 d	Source
2021-03-26	2021-02-25	Buy	HXL Hexcel Corporation	$1,001 - $15,000 c	Source
2021-03-26	2021-02-24	Sale	AXP American Express Company Common Stock	$1,001 - $15,000 f	Source
2021-03-26	2021-02-19	Buy	CBOE Cboe Global Markets, Inc. Common Stock	$1,001 - $15,000 g	Source
2021-03-26	2021-02-19	Sale	GPC Genuine Parts Company Common Stock	$1,001 - $15,000 d	Source
2021-03-26	2021-02-18	Partial sale	BAH Booz Allen Hamilton Holding Corporation...	$1,001 - $15,000 g	Source
2021-03-26	2021-02-18	Partial sale	GPC Genuine Parts Company Common Stock	$1,001 - $15,000 f	Source
2021-03-26	2021-02-18	Partial sale	EPAM EPAM Systems, Inc. Common Stock	$1,001 - $15,000 c	Source
2021-03-26	2021-02-18	Buy	CBOE Cboe Global Markets, Inc. Common Stock	$1,001 - $15,000 c	Source
2021-03-26	2021-02-17	Partial sale	AXP American Express Company Common Stock	$1,001 - $15,000 e	Source
2021-03-26	2021-02-17	Buy	MS Morgan Stanley Common Stock	$1,001 - $15,000 c	Source
2021-02-25	2021-02-10	Partial sale	TRV The Travelers Companies, Inc. Common Stock	$1,001 - $15,000 g	Source
2021-02-25	2021-02-10	Buy	CL Colgate-Palmolive Company Common Stock	$1,001 - $15,000 c	Source
2021-02-25	2021-01-28	Partial sale	PPG PPG Industries, Inc. Common Stock	$1,001 - $15,000 g	Source
2021-02-25	2021-01-28	Buy	CL Colgate-Palmolive Company Common Stock	$1,001 - $15,000 e	Source
2021-02-25	2021-01-21	Partial sale	CI The Cigna Group Common Stock	$1,001 - $15,000 c	Source
2021-01-21	2021-01-13	Buy	NOC Northrop Grumman Corporation Common Stock	$1,001 - $15,000 c	Source
2021-01-21	2021-01-13	Buy	FLR Fluor Corporation Common Stock	$1,001 - $15,000 c	Source
2021-01-21	2021-01-13	Partial sale	AXP American Express Company Common Stock	$1,001 - $15,000 c	Source

Other members from FL

Thomas J. Rooney Republican, 778 trades
Donna Shalala Democrat, 566 trades
Jared Moskowitz Democrat, 466 trades
Carlos Curbelo Republican, 402 trades
Rick Scott Republican, 355 trades
John Rutherford Republican, 347 trades
Vern Buchanan Republican, 228 trades
Byron Donalds Republican, 174 trades

Members who trade the same stocks

Gilbert Cisneros Democrat, 140 stocks in common
K. Michael Conaway Republican, 114 stocks in common
Alan Armstrong Republican, 114 stocks in common
Thomas MacArthur Republican, 101 stocks in common
Josh Gottheimer Democrat, 97 stocks in common
Dean Phillips Democrat, 95 stocks in common
Lisa McClain Republican, 91 stocks in common
Daniel Goldman Democrat, 88 stocks in common

Common questions

Did Lois Frankel beat the market?: Copying Lois Frankel's disclosed stock trades 3 days after each filing returned +9.4% a year on the days the money was invested, against +12.4% for the S&P 500 over the same days: 3.0 percentage points behind the index. This is a hypothetical backtest from 2014-05-15 to 2026-11-09, not investment advice.
How many stock trades has Lois Frankel disclosed?: Lois Frankel disclosed 1,543 stock transactions between 2014-05-15 and 2024-05-14: 677 purchases and 866 sales.
Which stocks does Lois Frankel trade most?: The most traded stocks in Lois Frankel's filings are MRK (23), PFE (19) and NOC (17), by number of transactions.
How quickly does Lois Frankel report trades?: The median filing came 27 days after the trade. 21 of 1,544 filings arrived after the 45-day deadline.

Atom feed of Lois Frankel's new filings