Lois Frankel — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| First Horizon Bank | $1,001 - $15,000 · Interest · $1 - $200 |
| Florida Retirement System Pension Plan | Undetermined · None |
| International Business Machines Corporation (IBM) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Prudential Financial, Inc. (PRU) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Brandywine Global-Global Opps Bond IS | $50,001 - $100,000 · Tax-Deferred |
| Dodge & Cox Income Fund Class X | $50,001 - $100,000 · Tax-Deferred |
| The City of WPB Custom Stable Value Fund | $15,001 - $50,000 · Tax-Deferred |
| Exxon Mobil Corporation (XOM) | $1,001 - $15,000 · Dividends · $1 - $200 |
| Morgan Stanley Bank N.A. | $1,001 - $15,000 · Interest · None |
| BlackRock Bond Income Portfolio | $15,001 - $50,000 · Tax-Deferred |
| MFS Value Portfolio (Class B) | $15,001 - $50,000 · Tax-Deferred |
| MSCI EAFE Index Portfolio | $15,001 - $50,000 · Tax-Deferred |
| Neuberger Berman Genesis Portfolio | $15,001 - $50,000 · Tax-Deferred |
| Victory Sycamore Mid Cap Value Portfolio | $15,001 - $50,000 · Tax-Deferred |
| Blue Owl Credit Inc Corp | $100,001 - $250,000 · Tax-Deferred |
| FS Credit REIT Cl I | $100,001 - $250,000 · Tax-Deferred |
| GA Blackrock Disciplined Mid C | $50,001 - $100,000 · Tax-Deferred |
| GLAT Blackrock Dscplnd Mid Cap | $1,001 - $15,000 · Tax-Deferred |
| GS VIT Money Market | $1,001 - $15,000 · Tax-Deferred |
| MFS VIT Utilities Fund | $15,001 - $50,000 · Tax-Deferred |
| AMG Yachtman Focused N | $50,001 - $100,000 · Tax-Deferred |
| BlackRock HlthSc Op A (SHSAX) | $15,001 - $50,000 · Tax-Deferred |
| E V Adv Floating Rate A | $15,001 - $50,000 · Tax-Deferred |
| Invesco QQQ Trust | $1,001 - $15,000 · Tax-Deferred |
| JP Morgan Equity Income A | $50,001 - $100,000 · Tax-Deferred |
| Lazard Glb Lstd Infr Ptf Opn | $1,001 - $15,000 · Tax-Deferred |
| MFS International Value A | $100,001 - $250,000 · Tax-Deferred |
| Microsoft Corporation (MSFT) | $100,001 - $250,000 · Tax-Deferred |
| Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) | $500,001 - $1,000,000 · Tax-Deferred |
| Morgan Stanley Private Bank N.A. | $1 - $1,000 · Tax-Deferred |
| PGIM Jennison Health Sciences A | $15,001 - $50,000 · Tax-Deferred |
| PIMCO Foreign Bond (Hedged) A | $1,001 - $15,000 · Tax-Deferred |
| Principal Fds, Inc. MidCap Fd Cl A (PEMGX) | $15,001 - $50,000 · Tax-Deferred |
| SPDR Gold Trust | $50,001 - $100,000 · Tax-Deferred |
| T Rowe Price Cap Apprec Adv | $250,001 - $500,000 · Tax-Deferred |
| Virtus Kar Small-Cap Growth A | $15,001 - $50,000 · Tax-Deferred |
The complete record
| party | Democrat |
| state | FL |
| office | Representative, FL-22 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10075817 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075817.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 36 |
| bioguide id | F000462 |
| filing date | 2026-05-12 |
| filing year | 2025 |
| member last | Frankel |
| member name | Lois Frankel |
| report type | Annual |
| member first | Lois |
| content parsed | true |
| report subtype | Annual Report |
| state district | 22 |
| liability count | 4 |
assets (36)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | First Horizon Bank | BA | 1 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | Florida Retirement System Pension Plan | PE | 2 | — | None | Undetermined | — | — |
| — | — | — | International Business Machines Corporation (IBM) | ST | 3 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Prudential Financial, Inc. (PRU) | ST | 4 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Brandywine Global-Global Opps Bond IS | MF | 5 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Dodge & Cox Income Fund Class X | MF | 6 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | The City of WPB Custom Stable Value Fund | OT | 7 | Stable Value Fund | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Exxon Mobil Corporation (XOM) | ST | 8 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | Morgan Stanley Bank N.A. | BA | 9 | — | Interest | $1,001 - $15,000 | None | — |
| — | — | — | BlackRock Bond Income Portfolio | MF | 10 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | MFS Value Portfolio (Class B) | MF | 11 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | MSCI EAFE Index Portfolio | MF | 12 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Neuberger Berman Genesis Portfolio | MF | 13 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Victory Sycamore Mid Cap Value Portfolio | MF | 14 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Blue Owl Credit Inc Corp | OT | 15 | Business Development Company - EIF | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | FS Credit REIT Cl I | RE | 16 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | GA Blackrock Disciplined Mid C | MF | 17 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | GLAT Blackrock Dscplnd Mid Cap | MF | 18 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | GS VIT Money Market | MF | 19 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | MFS VIT Utilities Fund | MF | 20 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | AMG Yachtman Focused N | MF | 21 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | BlackRock HlthSc Op A (SHSAX) | MF | 22 | Asset Name on 2024 Financial Disclosure Report: Blackrock Health Science Ptf A | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | E V Adv Floating Rate A | MF | 23 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Invesco QQQ Trust | EF | 24 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Equity Income A | MF | 25 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Lazard Glb Lstd Infr Ptf Opn | MF | 26 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | MFS International Value A | MF | 27 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Microsoft Corporation (MSFT) | ST | 28 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX) | MF | 29 | — | Tax-Deferred | $500,001 - $1,000,000 | — | — |
| — | — | — | Morgan Stanley Private Bank N.A. | IH | 30 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | PGIM Jennison Health Sciences A | MF | 31 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | PIMCO Foreign Bond (Hedged) A | MF | 32 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Principal Fds, Inc. MidCap Fd Cl A (PEMGX) | MF | 33 | Asset Name on 2024 Financial Disclosure Report: Principal Midcap A | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | SPDR Gold Trust | EF | 34 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | T Rowe Price Cap Apprec Adv | MF | 35 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | Virtus Kar Small-Cap Growth A | MF | 36 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
liabilities (4)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| — | — | Truist Bank (FKA BB&T Mortgage) | June 2014 | — | — | 1 | $100,001 - $250,000 | Mortgage on Personal Residence Property 1, Washington, DC |
| — | — | Capitol Hill Tower Housing Cooperative, Inc | December 2015 | — | — | 2 | $100,001 - $250,000 | Share of co-op mortgage on Personal Residence Property 1, Washington, DC |
| — | — | Morgan Stanley Private Bank, NA | September 2014 | — | — | 3 | $250,001 - $500,000 | Mortgage on Personal Residence Property 2, West Palm Beach, FL |
| — | — | YSPS, LLC | September 2021 | — | — | 4 | $100,001 - $250,000 | Promissory Note for Personal Residence Property 2, West Palm Beach, FL |