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

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

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

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)

Consumer Cyclical$576K

Industrials$1.6M

Basic Materials$400K

Energy$705K

Utilities$568K

Communication Services$169K

Real Estate$401K

Healthcare$1.5M

Financial Services

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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).