Rep. Lois Frankel Stock Trades

Rep. Lois Frankel (FL-22) conducted extensive portfolio rebalancing in September 2023, selling 94 stocks and purchasing 4 stocks through Morgan Stanley IRA accounts. Most transactions ranged from $1,001-$15,000, with larger sales of Aon ($15,001-$50,000), Comcast ($15,001-$50,000), ConocoPhillips ($15,001-$50,000), JP Morgan Chase ($15,001-$50,000), ProLogis ($15,001-$50,000), and Cigna ($15,001-$50,000). Purchases included ABBV and PCAR. Filing notification was delayed until October 6, 2023.

Hon. Lois Frankel conducted 19 transactions in stocks across her Morgan Stanley IRA accounts between May 16-June 14, 2023. She purchased positions in ARE, BSX, D, ES, GD, NSA (3 purchases), TGT, CI, and WRB, while selling partial positions in BSX, DG, GL, JCI, JPM, and SHW, with all transactions valued between $1,001-$15,000.

Rep. Lois Frankel (FL-22) conducted 12 transactions totaling $1,001-$15,000 each across her Morgan Stanley IRAs during March-April 2023, including purchases of AXP, COP, JPM, and CI, and partial sales of BOH, BSX, FRC, FLR, HAL, ITW, PGR, and ULTA.

Hon. Lois Frankel completed seven transactions in her Morgan Stanley IRA account between February and March 2023, purchasing shares of Citigroup (C) and JP Morgan Chase (JPM), while selling partial positions in NXP Semiconductors (NXPI) and PNC Financial Services (PNC). All transactions were valued between $1,001 and $15,000.