Lois Frankel Stock Trades

Lois Frankel Congressional Trading Profile | Quantellect Lois Frankel Congressional Trading Profile

Lois Frankel has disclosed 1,598 transactions dated from February 26, 2013 through September 8, 2023, and the shape of that record is striking: more than a decade of activity stops at the end of the supplied dataset. Activity appears in every calendar year covered by the packet. The record begins with 4 transactions in 2013; from 2014 through 2023, annual totals range from 114 to 243. The two years immediately before 2023 recorded 154 transactions in 2022 and 130 in 2021, so the final year's total was a clear step up from both. No transaction after September 8, 2023 appears in this packet. The most recent activity year, 2023, was also one of her busiest, with 220 transactions: 61 purchases and 159 sales.

The scale of the record is the first thing that stands out. Across the full period Frankel disclosed 698 purchases, 899 sales, and a single other-type transaction, putting total sales activity well ahead of buying. That imbalance was not new to 2023. Look at the year-by-year figures: 2014 produced 243 transactions with 168 of them sales, 2020 produced 154 transactions with 80 sales, and 2023 produced 220 transactions with 159 sales. The middle years also remained active: 2019 recorded 153 transactions, split between 75 purchases and 78 sales, while 2018 recorded 137, split between 69 purchases and 68 sales. Purchase counts, by contrast, sit in a narrower band, ranging from 55 to 80 per year from 2015 through 2023. The record is consistently active, with more disclosed sales than purchases overall.

Virtually all of this activity is attributed to Frankel personally. Of the 1,598 disclosed transactions, 1,591 carry a self attribution code, with 7 marked as spousal. No transaction row carries joint, dependent-child, or unknown attribution. That is a lopsided ratio, and it matters for how the record should be read: the self-coded transactions may be attributed to Frankel, while the seven spousal transactions should not be presented as trades she personally made.

A financials-and-industrials trading pattern, with health care close behind

Sector-level disclosure counts show where the bulk of the activity concentrates. Financials leads the identifiable sectors with 263 disclosed transactions, followed by industrials at 224 and health care at 198. Information technology (141), consumer staples (120), energy (73), and materials (70) round out the next tier, with consumer discretionary, utilities, real estate, and communication services trailing behind. Another 320 transactions fall into the packet's Unknown sector bucket, a reminder that not every disclosed line has a sector tag. The most frequently disclosed individual names reinforce that picture. Merck (MRK) appears in 23 disclosed transactions, the highest count of any security in the supplied ranking, split 13 purchases to 10 sales, with the most recent dated September 8, 2023. Pfizer (PFE) follows at 19 transactions, Cigna (CI) and Johnson Controls International (JCI) at 17 each, and Northrop Grumman (NOC) also at 17. American Express (AXP) and Eaton Corporation (ETN) each show 16 disclosed transactions, and Citigroup (C), DuPont de Nemours (DD), and PPG Industries (PPG) each show 15. Health care, industrials, and financials names all figure prominently in this frequency list. Northrop Grumman, Eaton, and Johnson Controls contribute repeated industrials activity, while Merck, Pfizer, and Cigna lead the health care names. Within the supplied ranked list, several names show sale counts well above purchase counts, a detail that lines up with the broader sell-heavy tilt in the yearly figures. Wells Fargo (WFC) shows 3 purchases against 10 sales, Accenture (ACN) shows 3 against 11, and General Mills (GIS) shows 3 against 8. Others run the other way. Dominion Energy (D) shows 9 purchases against a single sale, and Prologis (PLD) shows 9 purchases against 1 sale, making the disclosed activity for those two securities purchase-heavy even though sales outnumber purchases across the full record.

The latest transaction date represented in the packet, September 8, 2023, was disclosed on October 10, 2023. All 80 transaction rows supplied for that date are sales. They include semiconductor equipment maker KLA Corporation, home-improvement retailer Lowe's, biopharmaceutical firm AbbVie, hotel operator Marriott International, HVAC and climate-systems maker Trane Technologies, analytical-instrument maker Waters Corporation, insurer W.R. Berkley, nuclear components manufacturer BWX Technologies, energy producer ConocoPhillips, and health care distributor McKesson, alongside dozens of other transaction rows. Those 80 sales span every named sector category in the packet's sector totals, with three additional rows lacking a sector tag. The breadth of that batch is cross-sector rather than confined to one industry group.

Some of the disclosed companies operate in businesses worth understanding on their own terms. Merck operates as a health care company, while Pfizer develops, manufactures, and sells biopharmaceutical products. Cigna provides insurance and related health services, and McKesson provides health care services and distributes pharmaceutical and medical products. KLA designs process-control and yield-management systems for semiconductor manufacturing, while NXP Semiconductors supplies semiconductor products. BWX Technologies manufactures nuclear components; Trane Technologies supplies heating, ventilation, air-conditioning, and refrigeration systems; Waters Corporation provides analytical workflow tools; and W.R. Berkley operates in commercial insurance and reinsurance. Together, these company descriptions show how the transaction record crosses pharmaceuticals, health services, semiconductor technology, industrial systems, insurance, retail, lodging, energy, real estate, utilities, and other business lines reflected in the packet's sector classifications.

About this profile

This Quantellect profile is built from Lois Frankel's official periodic transaction report filings with the U.S. House of Representatives, covering transaction dates from February 26, 2013 through September 8, 2023. The transactions dated September 8, 2023 were disclosed on October 10, 2023. Congressional transaction disclosures are governed by the Stop Trading on Congressional Knowledge Act of 2012, and the House Committee on Ethics publishes financial-disclosure instructions. Reported transaction amounts use statutory ranges rather than exact dollar figures. Of the transaction rows in this record, 1,591 are attributed to Frankel and seven to her spouse. This profile is limited to transaction disclosures.