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Lois Frankel

Lois Frankel: Net Worth & Disclosed Assets

Democrat · Florida · Representative
Trade figures: historical_trades_dedup, trades dated 2021-09-14 → 2026-09-14. Congress discloses bands, never exact amounts.

Net worth · from the 2025 annual disclosure, filed 2026-05-12

Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.

Net worth range (2025)
$618K – $3.4M
−$328K midpoint change vs 2018
Assets
$1.6M – $3.8M
36 line items
Liabilities
$450K – $1.0M
3 line items

By year

YearChamberAssetsLiabilitiesNet worth rangeItemsFiling
2025 house $1.6M – $3.8M $450K – $1.0M $618K – $3.4M 36 / 3 PDF 2026-05-12
2024 house $1.5M – $3.7M $450K – $1.0M $512K – $3.2M 38 / 3 PDF 2025-05-15
2023 house $1.6M – $3.9M $450K – $1.0M $593K – $3.4M 42 / 3 PDF 2024-08-09
2022 house $958K – $3.8M $450K – $1.0M −$42K – $3.4M 133 / 3 PDF 2023-06-06
2021 house $966K – $3.9M $450K – $1.0M −$34K – $3.5M 140 / 3 PDF 2022-06-27
2020 house $1.2M – $4.4M $450K – $1.0M $155K – $4.0M 146 / 3 PDF 2021-08-13
2019 house $1.1M – $4.6M $450K – $1.0M $58K – $4.1M 177 / 3 PDF 2020-08-10
2018 house $887K – $4.1M $100K – $250K $637K – $4.0M 175 / 1 PDF 2019-05-13

Where the money is (2025)

Mutual funds 23
$605K – $1.6M
Stocks 4
$531K – $1.1M
ETFs 2
$300K – $600K
Other 2
$101K – $265K
Retirement 3
$65K – $150K
Cash & bank 2
$16K – $65K

Largest disclosed assets (2025)

HoldingClassOwnerDisclosed value
MSFT Microsoft Corporation (MSFT)
Tax-Deferred
Stocks self $500K – $1.0M
SPDR Gold Trust
Tax-Deferred
ETFs self $250K – $500K
Blue Owl Credit Inc Corp
Tax-Deferred
Other self $100K – $250K
Victory Sycamore Mid Cap Value Portfolio
Tax-Deferred
Mutual funds self $100K – $250K
Lazard Glb Lstd Infr Ptf Opn
Tax-Deferred
Mutual funds self $100K – $250K
MFS International Value A
Tax-Deferred
Mutual funds self $100K – $250K
MFS VIT Utilities Fund
Tax-Deferred
Mutual funds self $50K – $100K
PEMGX Principal Fds, Inc. MidCap Fd Cl A (PEMGX)
Tax-Deferred
Mutual funds self $50K – $100K
Brandywine Global-Global Opps Bond IS
Tax-Deferred
Mutual funds self $50K – $100K
Invesco QQQ Trust
Tax-Deferred
ETFs self $50K – $100K
FS Credit REIT Cl I
Tax-Deferred
Retirement self $50K – $100K
Neuberger Berman Genesis Portfolio
Tax-Deferred
Mutual funds self $15K – $50K
IBM International Business Machines Corporation (IBM)
Dividends
Stocks self $15K – $50K
MSCI EAFE Index Portfolio
Tax-Deferred
Mutual funds self $15K – $50K
MFS Value Portfolio (Class B)
Tax-Deferred
Mutual funds self $15K – $50K

Liabilities (2025)

CreditorTypeOwnerAmount
Morgan Stanley Private Bank, NAMortgageself$250K – $500K
Truist Bank (FKA BB&T Mortgage)Mortgageself$100K – $250K
Capitol Hill Tower HousingMortgageself$100K – $250K

Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.

Data from STOCK Act disclosures, FEC filings, Senate LDA reports, Personal Financial Disclosures and Congress.gov · all publicly filed federal records. Multi-vector analysis is GovGreed-original derivation. Not financial advice. Not affiliated with the U.S. Government. [live render · net-worth]