Lois Frankel Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 3, 2013. Includes 252 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$1.8M

2013 annual disclosure

Total Assets

$277K - $3.5M

252 assets

Total Liabilities

$60K - $115K

2 liabilities

Total Trades

1,353

From PTR filings

Trade Volume

$11M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$325K
2012	$2.5M
2013	$1.8M

Assets by Category

Stocks$1.6M (212)

Real Estate$75K (1)

Bank & Cash$56K (9)

Other$56K (7)

Mutual Funds$48K (11)

LLC / Partnership$32K (4)

ETFs$25K (4)

Retirement & Pension$8K (3)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

Cigna CorporationCI

$161K

Northrop Grumman CorporationNOC

$136K

American Express CompanyAXP

$128K

Johnson Controls International plcJCI

State Street CorporationSTT

$120K

Pfizer Inc.PFE

$120K

DuPont de Nemours, Inc.DD

$120K

The PNC Financial Services Group, Inc.PNC

$112K

All Assets (252)

Asset	Type	Owner	Value	Income
US Savings & Loan	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
JP Morgan Chase Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Bank of America, N.A.	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Real Estate, PTY – 8400 Plaza Boca Raton, FL, US	Real Estate	Self	$50,001 - $100,000	Rent $2,501 - $5,000
Modislink Global Solutions	Stocks	Self	$1,001 - $15,000	None
IBM(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Siemens(SIEGY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Invesco Mortgage America(IVR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Seachold Corp	Stocks	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Puckett II	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corporation Capital Advisers LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Bank NA	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
American Capital Agency(AGNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Annaly Capital Mgmt Inc(NLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group Inc(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Avery Dennison Corporation(AVY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Automatic Data Processing Inc(ADP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Boston Scientific Corp(BSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bristol-Myers Squibb New(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brookfield Finl Solut. LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Chubb Corp(CB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Corp(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Duke Energy Corp New(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Entercom Seattle Hldg LTD	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
FedEx Corp(FDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Grace W R & Co Del New(GRA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Harmonics Corp(HLIT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard(HPE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
HP Inc(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hudson City Bancorp Inc(HCBK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corp(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Met Bank Corp(MCB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
New York Community Bancorp Inc(NYCB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nike Inc(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northeast Utilities(NU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Old Republic Intl Corp(ORI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Regal Entertainment Grp A(RGC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sears Holding Corp(SHLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Staar Surgical(STAA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sysco Corp(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Viacom Inc New(VIAB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sempra Energy(SRE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Southern California Gas Co	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Gold Trust Gold Shares(GLD)	ETFs	Self	$1,001 - $15,000	Capital Gains $1 - $200
Southwest Airlines Co(LUV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sun Communities Inc(SUI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SunTrust Banks	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sysco Corp(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Teledyne Technologies(TDY)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Tyco Energy	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Rentals Inc(URI)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Xcel Energy Inc(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zimmer Holdings Inc(ZBH)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Investment Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Roth IRA	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
American Liquid Asset Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
American Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AXA ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BHP Billiton Ltd(BHP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
British American Tobacco Spn ADR(BTI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cabaletta Bio Inc(CABA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bunge Ltd(BG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Carnival Corp(CCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Yara Intl ASA Spons ADR(YARIY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CNB Financial Corp(CCNE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Diana Shipping Services Ltd(DSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coterra Resources Inc(CTRA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DoorDash Inc(DASH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eaton Corp Plc Shs(ETN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Entain Plc(GMVHY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fabrica Cellulosas SA Spons ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Farfetch Ltd Cl A(FTCH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ferguson Plc Shs(FERG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ingevity Corp(NGVT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Laboratorios Indus Ltd New	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marble Indust Ltd New	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Noble Corp Plc New Rep Ser(NE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Novartis AG ADR(NVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nokia Corp ADR(NOK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Polish CF Oskladkowa Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rio Tinto Plc Spon Adr(RIO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suncor Energy Inc New Com(SU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Southwest Airls Co(LUV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
T & T Resources LTD	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Transocean LTD(RIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Sci(TMO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS AG(UBS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS AG Wells Sec Co Ltd	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Valero Energy Corp(VLO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wabtec Corp(WAB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Weatherford International Ltd(WFRD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley P/E Capital Partners LLC	LLC / Partnership	Self	$1,001 - $15,000	Other (Partnership Income) $1 - $200
Morgan Stanley Bank NA	Other	Self	$1,001 - $15,000	Interest $1 - $200
ACT Technologies Hold Inc	Other	Self	$1,001 - $15,000	Other (Partnership Income) $1 - $200
A B C Holdings Ltd	Other	Self	$1,001 - $15,000	Other (Partnership Income) $1 - $200
Agile PTY Holdings Ltd	Other	Self	$1,001 - $15,000	Other (Partnership Income) $1 - $200
Abitibi Turk Adrs	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ahold Kon. Certs ADR(AHOD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Anheuser-Busch Cos Inc(BUD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baldor Electric Co(BEZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Banco Santander S.A. New(SAN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
China Construction Bank Corp(CICHY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
China Mobile Hkg Ltd(CHL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
China Telecom Corp Ltd(CHA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CNOOC Ltd ADS(CEO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Credicorp Ltd(BAP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dr Reddys Laboratories Ltd(RDY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gafisa S.A. ADS(GFA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Grupo Televisa SA ADS(TV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
HSBC Bank Ltd ADR(HSBC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ICICI Bank Ltd(IBN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Industrial & Commercial Bank of China ADR(IDCBY)	Stocks	Self	$1 - $1,000	Dividends
Infosys Technologies Ltd ADR(INFY)	Stocks	Self	$1 - $1,000	Dividends
iShares MSCI South Korea Index Fund(EWY)	ETFs	Self	$1 - $1,000	Dividends
Itau Unibanco Holding ADR(ITUB)	Stocks	Self	$1 - $1,000	Dividends
Jiangxi Copper Co. Ltd ADR(JIXAY)	Stocks	Self	$1 - $1,000	Dividends
KB Financial Group Inc Sponsored ADR(KB)	Stocks	Self	$1 - $1,000	Dividends
KeyCorp(KEY)	Stocks	Self	$1 - $1,000	Dividends
LG Display Co Ltd ADR(LPL)	Stocks	Self	$1 - $1,000	Dividends
Magna International Inc(MGA)	Stocks	Self	$1 - $1,000	Dividends
Mobile TeleSystems OJSC ADR(MBT)	Stocks	Self	$1 - $1,000	Dividends
New York Community Bancorp Inc(NYCB)	Stocks	Self	$1 - $1,000	Dividends
Oil Company Lukoil Sponsored ADR(LUKOY)	Stocks	Self	$1 - $1,000	Dividends
Petroleo Brasileiro S.A. (Petrobras) ADR(PBR)	Stocks	Self	$1 - $1,000	Dividends
Shinhan Financial Group Co Ltd	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sirius XM Holdings Inc(SIRI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Silver Standard Resources Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SLM Corp(SLM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Taiwan Semiconductor Mfg Co Ltd ADR(TSM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Telecom Italia Spa	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific(TMO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Time Warner Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Visa S.A.(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walgreens Boots Alliance Inc(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Yandex N.V. Class A	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zillow Group Inc Class A(ZG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zoomlion Heavy Industries Ltd ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Registered Investment	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
MS Liquid Asset Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Treasury Bill	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Archer Daniels Midland(ADM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Becton, Dickinson & Co.(BDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brown & Brown Inc.(BRO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capital One Financial Corp(COF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Celanese Corp Series A Common Stock(CE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Charles Schwab Corp(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chubb Corp(CB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Core Research Inc.	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corp(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Discover Financial Services(DFS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eaton Vance Corp(EV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emulex Corp(ELX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Essex Property Trust Inc.(ESS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exelon Corp(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fastenal Co.(FAST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
FedEx Corp(FDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
First Data Corp(FDC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
GNC Holdings Inc. Class A(GNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Google Inc. Class A(GOOGL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Legg Mason Inc Com(LM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corporation(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kimco Realty Corp. LLC(KIM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Laboratory Corp.(LH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin(LMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lord Abbett NYCA A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co.(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nordstrom Inc(JWN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Occidental Pete Corp(OXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Owens Financial Corp New(OFIN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Parker Drilling Co(PKD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pepsico Inc(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Philip Morris Intl Inc(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Philip Morris Intl Inc(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pimco 25+ Yr Zero Cp US Trs ETF(ZROZ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Potash Corp of Sask Inc(POT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Proshares Ultrashort 2000(TWM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Sanchez Energy Corp(SN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Phh Corporation(PHH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm Inc(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Regeneron Pharm(REGN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of New York Mellon Corp(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corp(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corp Cl A Special New(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CVS Caremark Corp(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Darden Restaurants Inc(DRI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Delphi Automotive Plc(DLPH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Resources Inc(BEN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs Grp Inc(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Google Inc Cl A New(GOOGL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corp(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Business Machines Corp(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Medtronic Inc(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co Inc(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Moody's Corp(MCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nexis S&P 4x Reg Res Str	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Oracle Corp(ORCL)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Occidental Petroleum Corp(OXY)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Parker Drilling Co(PKD)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Philip Morris Intl Inc(PM)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
PNC Financial Services(PNC)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
PPG Industries Inc(PPG)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Raytheon Co(RTN)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
St. Luke Medical Inc	Other	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Target Corporation(TGT)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Textron Inc(TXT)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Travelers Companies Inc(TRV)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
T Rowe Price Blue Chip G	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
United Technologies Corp(UTX)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Vodafone Group PLC(VOD)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Wells Fargo & Co New(WFC)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Western Union Co.(WU)	Stocks	Self	N/A	Tax-Deferred
Morgan Stanley Bank NA (Cash) - IRA	Bank & Cash	Self	N/A	Tax-Deferred
Microsoft Corp. - IRA(MSFT)	Stocks	Self	N/A	Tax-Deferred
Moore Value Trust, L.P.	Retirement & Pension	Self	N/A	Tax-Deferred
Moore Value Fund (Cash) - IRA	Bank & Cash	Self	N/A	Tax-Deferred
E V Global Macro Absolute Return Co. - IRA	Retirement & Pension	Self	N/A	Tax-Deferred
Prudential Jennison Nat Res A - IRA	Mutual Funds	Self	N/A	Tax-Deferred
Prudential Jennison Nat Res Z - IRA	Mutual Funds	Self	N/A	Tax-Deferred
MFS Premier Capital A - IRA	Mutual Funds	Self	N/A	Tax-Deferred
Prudential Global Real Est A - IRA	Mutual Funds	Self	N/A	Tax-Deferred
Calamos Convertible Fund C - IRA	Mutual Funds	Self	N/A	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$50,001 - $100,000	—	—
GMAC Mortgage	mortgage	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$745K

Utilities$568K

Consumer Cyclical$576K

Industrials$1.7M

Basic Materials$400K

Communication Services$209K

Healthcare$1.6M

Technology$944K

Real Estate$457K

Financial Services$2.3M

Consumer Defensive$952K

Insurance$169K

Services$96K

Lois Frankel trades Wealthiest members Most active traders FL delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).