Elected Trades

All politicians

Lisa McClain

Estimate as of Oct 26, 2026

Republican · House MI09

Wikipedia biography ↗Years Elected: About 5.8Rank: #2

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

5.83%

Cumulative estimated return

SPY: 13.01%
Outperformance: -7.18 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 326 sales exceeding observed holdings (unmatched amount omitted).
  • 43 rows without a saved price.
  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

133.32%

Cumulative estimated return

SPY: 49.70%
Outperformance: 83.62 percentage points

2024-03-11 – 2026-10-26

Missing information
  • 326 sales exceeding observed holdings (unmatched amount omitted).
  • 43 rows without a saved price.
  • Available investment history starts 2024-03-11.
  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

133.32%

Cumulative estimated return

SPY: 49.70%
Outperformance: 83.62 percentage points

2024-03-11 – 2026-10-26

Missing information
  • 326 sales exceeding observed holdings (unmatched amount omitted).
  • 43 rows without a saved price.
  • Available investment history starts 2024-03-11.
  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 1413 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
—Spouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
—Spouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
—Spouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
—Spouse$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
AMEDSpouseNoneUnavailableUnavailableUnavailableUnavailable
ANETSpouseNoneUnavailableUnavailable$164.14Nov 2, 2026Unavailable
BLKSpouseNoneUnavailableUnavailable$1167.15Nov 2, 2026Unavailable
CIENSpouseNoneUnavailableUnavailable$284.34Nov 2, 2026Unavailable
ETNSpouseNoneUnavailableUnavailable$366.07Nov 2, 2026Unavailable
FLEXSpouseNoneUnavailableUnavailable$84.20Nov 2, 2026Unavailable
HSBCSpouseNoneUnavailableUnavailableUnavailableUnavailable
HSpouseNoneUnavailableUnavailable$185.96Nov 2, 2026Unavailable
IBKRSpouseNoneUnavailableUnavailable$74.83Nov 2, 2026Unavailable
SNDRSpouseNoneUnavailableUnavailable$29.56Nov 2, 2026Unavailable
SHELSpouseNoneUnavailableUnavailableUnavailableUnavailable
TSMSpouseNoneUnavailableUnavailable$398.63Nov 2, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
AbbVie Inc. Common Stock (ABBV) [ST]spouse6.441221964286131107784936931846.96
Albertsons Companies, Inc. Class A Common Stock (ACI) [ST]spouse428.13493549384322245740647415985.33
ACI Worldwide, Inc. - Common Stock (ACIW) [ST]spouse2.1429538567388271694746015119.32
Arthur J. Gallagher & Co. Common Stock (AJG) [ST]spouse0.0752647577213921943948378920.08
Allegion plc Ordinary Shares (ALLE) [ST]spouse10.460922968742710710221107011864.35
Advanced Micro Devices, Inc. (AMD) [ST]spouse31.7091881841873639827318356016846.46
ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse2.3110403562298512278858247533676.63
AptarGroup, Inc. Common Stock (ATR) [ST]spouse51.995190745434457659062845266607.03
Broadcom Inc. - Common Stock (AVGO) [ST]spouse42.5770187807089094251788098414015.08
American Express Company Common Stock (AXP) [ST]spouse5.144541090865938734160688191620.79
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]spouse19.335657987858251477755226241938.40
Bank of America Corporation Common Stock (BAC) [ST]spouse31.20206963049473297058682331576.33
Beacon Financial Corporation Common stock (BBT) [ST]spouse444.643074508296495611506182313721.69
Brinks Company (BCO) [ST]spouse22.419064346989833260423887042486.05
Becton, Dickinson and Company Common Stock (BDX) [ST]spouse0.56875685539493860915854023111.70
BlackLine, Inc. - Common Stock (BL) [ST]spouse16.3453636858945277039752006558.68
The Bank of New York Mellon Corporation Common Stock (BK) [ST]spouse14.995452362116592656190535882207.03
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]spouse0.22145667071987910515275634121.48
BWX Technologies, Inc. Common Stock (BWXT) [ST]spouse21.460072997194796871150877902815.56
Caseys General Stores, Inc. - Common Stock (CASY) [ST]spouse0.42631250132270810525962293300.09
Caterpillar, Inc. Common Stock (CAT) [ST]spouse9.7573022745289346911397036406753.32
Chemed Corp (CHE) [ST]spouse14.355307543242661307686786777362.84
Cummins Inc. Common Stock (CMI) [ST]spouse6.425001926731053206928488183354.69
Core & Main, Inc. Class A Common Stock (CNM) [ST]spouse8.4646578054265762017687083358.73
Coherent Corp. (COHR) [ST]spouse39.666376293346858121920162828786.10
Costco Wholesale Corporation - Common Stock (COST) [ST]spouse0.716556182876744151093846263720.25
Cisco Systems, Inc. - Common Stock (CSCO) [ST]spouse0.565554316554899553548477362.35
Carlisle Companies Incorporated Common Stock (CSL) [ST]spouse0.1361333988175608574318693747.10
Cintas Corporation - Common Stock (CTAS) [ST]spouse4.668117332648147925106023071054.67
Delta Air Lines, Inc. Common Stock (DAL) [ST]spouse29.64215885731020996591954042346.47
Datadog, Inc. - Class A Common Stock (DDOG) [ST]spouse13.019015436356643201501086513648.45
D.R. Horton, Inc. Common Stock (DHI) [ST]spouse13.049493195803731420625108621912.01
Dick's Sporting Goods Inc Common Stock (DKS) [ST]spouse9.631185554083211982503992041391.51
DocuSign, Inc. - Common Stock (DOCU) [ST]spouse0.808679059560774976806016068.65
Dow Inc. Common Stock (DOW) [ST]spouse290.61024337086814384308027619877.84
Ecolab Inc. Common Stock (ECL) [ST]spouse2.94028087514760406052978206849.42
Encompass Health Corporation Common Stock (EHC) [ST]spouse3.53987169496381400255093083439.30
Elevance Health, Inc. Common Stock (ELV) [ST]spouse17.213533931172439220775675687424.54
EMCOR Group, Inc. Common Stock (EME) [ST]spouse4.780668725298472197120044013183.59
Entegris, Inc. - Common Stock (ENTG) [ST]spouse21.214101319994303735404952412974.64
Exelon Corporation (EXC) [ST]spouse15.2641718261867305348448420679.87
Fiserv, Inc. Common Stock (FI) [ST]spouse48.201590553078684178816724912329.58
Five Below, Inc. - Common Stock (FIVE) [ST]spouse13.117529353837637624056765423017.03
Fortinet, Inc. - Common Stock (FTNT) [ST]spouse8.284637512661540517534921941518.82
Fortive Corporation Common Stock (FTV) [ST]spouse1.8022300790824320634694044109.54
GameStop Corporation Common Stock (GME) [ST]spouse280.22767075306479859894921196697.44
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]spouse16.954839738680234623890737485327.04
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]spouse61.7845672833572688685152164519573.35
Getty Realty Corporation Common Stock (GTY) [ST]spouse10.3499253461950643575114224290.32
Hasbro, Inc. - Common Stock (HAS) [ST]spouse13.68383445691793221605828081614.15
HCA Healthcare, Inc. Common Stock (HCA) [ST]spouse0.007890833856846651903284413.67
Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST]spouse126.29044988161010260457774273484.35
Hewlett Packard Enterprise Company Common Stock (HPE) [ST]spouse122.60429585978263524690086317199.32
Humana Inc. Common Stock (HUM) [ST]spouse36.2997692789963657133546972815144.99
ImmunityBio, Inc. - Common Stock (IBRX) [ST]spouse1786.53641481658311450624651913952.85
IDEX Corporation Common Stock (IEX) [ST]spouse3.89505333711463061682504074899.99
Illumina, Inc. - Common Stock (ILMN) [ST]spouse29.385279847388978915055216037964.59
Gartner, Inc. Common Stock (IT) [ST]spouse0.96466032130853846314578570222.87
ITT Inc. Common Stock (ITT) [ST]spouse10.171158759506923518683326681940.56
Illinois Tool Works Inc. Common Stock (ITW) [ST]spouse0.37263100703817904595071825102.93
JP Morgan Chase & Co. Common Stock (JPM) [ST]spouse34.0127078083557452163748061311361.60
Kite Realty Group Trust Common Stock (KRG) [ST]spouse7.1572822668192903332380475176.50
Loews Corporation Common Stock (L) [ST]spouse10.278105162659055457471581161145.19
Li Auto Inc. - American Depositary Shares (LI) [ST]spouse264.86844288691454415070498653006.26
Eli Lilly and Company Common Stock (LLY) [ST]spouse0.0120141674600674750427283815.37
Louisiana-Pacific Corporation Common Stock (LPX) [ST]spouse4.09711431813555394431430754295.12
McDonald's Corporation Common Stock (MCD) [ST]spouse0.64016220402147319798534276160.57
Meta Platforms, Inc. - Class A Common Stock (META) [ST]spouse12.767849494378510640745554958050.90
MKS Inc. - Common Stock (MKSI) [ST]spouse29.440558853009236982871829685955.24
Martin Marietta Materials, Inc. Common Stock (MLM) [ST]spouse1.05709680938531814542027825532.69
Microsoft Corporation - Common Stock (MSFT) [ST]spouse23.4884586039678163642870177312509.95
MasTec, Inc. Common Stock (MTZ) [ST]spouse9.925550694119707265068286211713.05
Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST]spouse0.3663244507269460763350776053.44
Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST]spouse84.43859714727562312626668431287.69
Netflix, Inc. - Common Stock (NFLX) [ST]spouse18.254312619278499320125504281166.45
Novagold Resources Inc. (NG) [ST]spouse1106.5698478561549100968188116617.29
NewJersey Resources Corporation Common Stock (NJR) [ST]spouse1.245453750203503463400460766.25
ServiceNow, Inc. Common Stock (NOW) [ST]spouse45.298502534341061219588700947165.32
Northern Trust Corporation - Common Stock (NTRS) [ST]spouse10.798846265862676453104967341830.94
NVIDIA Corporation - Common Stock (NVDA) [ST]spouse1314.270822513710326669865163283882.50
NXP Semiconductors N.V. - Common Stock (NXPI) [ST]spouse1.46777552938505239972924886360.82
New York Times Company (NYT) [ST]spouse0.835434115778710814279809459.03
Olin Corporation Common Stock (OLN) [ST]spouse1925.38507109004739336492891030690.64
Oracle Corporation Common Stock (ORCL) [ST]spouse7.965356169556352669807390941004.11
Otis Worldwide Corporation Common Stock (OTIS) [ST]spouse7.42224023138978215268775084558.67
Ovintiv Inc. (OVV) [ST]spouse206.891647271786914921127489015009.99
Pure Storage, Inc. Class A Common Stock (PSTG) [ST]spouse71.709996809777827820478517719417.67
Palo Alto Networks, Inc. (PANW) [ST]spouse3.330654740487619737455844581300.49
PDD Holdings Inc. - American Depositary Shares (PDD) [ST]spouse17.372999140889055910257780711357.35
Pepsico, Inc. (PEP) [ST]spouse6.28503139537911395527454828851.37
Principal Financial Group Inc (PFG) [ST]spouse10.348778506026154149487805111139.71
Parker-Hannifin Corporation Common Stock (PH) [ST]spouse0.66887244325248132604475048604.95
Polaris Inc. Common Stock (PII) [ST]spouse78.72648788107150479449855604341.77
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]spouse2331.885236550615570284294812463672.06
Quanta Services, Inc. Common Stock (PWR) [ST]spouse3.235634098257628254555197631824.67
Regions Financial Corporation Common Stock (RF) [ST]spouse40.82608178518535570953904711168.03
Repligen Corporation - Common Stock (RGEN) [ST]spouse16.433011164860723884867191292960.74
Transocean Ltd (RIG) [ST]spouse5963.39449541284403669724770638940.97
Roivant Sciences Ltd. - Common Shares (ROIV) [ST]spouse319.891899144891977942166402411532.10
Rollins, Inc. Common Stock (ROL) [ST]spouse1.121260968517084270825404538.74
Science Applications International Corporation - Common Stock (SAIC) [ST]spouse66.914890619518099916236106629937.53
Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST]spouse60.91647832533050218100607792050.45
Starbucks Corporation - Common Stock (SBUX) [ST]spouse82.530431194553331957912110588475.05
Stifel Financial Corporation Common Stock (SF) [ST]spouse10.21718537878920960079144571679.65
Somnigroup International Inc. Common Stock (SGI) [ST]spouse18.18147215269802109593974751129.61
Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]spouse1.02602959910399015073142789172.56
Sherwin-Williams Company (SHW) [ST]spouse1.29154907745175482024185263432.88
The J.M. Smucker Company Common Stock (SJM) [ST]spouse5.05594754861735481665411283650.40
SLB Limited Common Shares (SLB) [ST]spouse9.4288381270687429979618627500.48
Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]spouse446.20747350808700501952035692351.51
Sony Group Corporation American Depositary Shares (SONY) [ST]spouse46.91039682731191623778818011221.08
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]spouse136.505226209881736520585636887938.03
Sysco Corporation Common Stock (SYY) [ST]spouse4.6750334323425378081045943384.10
Trip.com Group Limited - American Depositary Shares (TCOM) [ST]spouse22.6136533657519020491982064902.51
Teradyne, Inc. (TER) [ST]spouse48.5494031872450717262035710915001.77
Teleflex Incorporated Common Stock (TFX) [ST]spouse1.15216833107816605875201004157.62
TJX Companies, Inc. (TJX) [ST]spouse1.97825921317144766282982145284.28
Thermo Fisher Scientific Inc Common Stock (TMO) [ST]spouse4.608837631279398282481403653156.55
Targa Resources, Inc. Common Stock (TRGP) [ST]spouse49.2247585061219467175290715614997.80
Tesla, Inc. - Common Stock (TSLA) [ST]spouse110.045921484117288278915206243096.18
Textron Inc. Common Stock (TXT) [ST]spouse3.81713800895352369875496395298.16
Uber Technologies, Inc. Common Stock (UBER) [ST]spouse18.506624623910646226758975061223.84
United Bankshares, Inc. - Common Stock (UBSI) [ST]spouse218.352162031172021958616453610681.79
UnitedHealth Group Incorporated Common Stock (UNH) [ST]spouse6.010753334750346295773426152468.62
Unum Group Common Stock (UNM) [ST]spouse5.4056074609855777047425984487.15
United Therapeutics Corporation - Common Stock (UTHR) [ST]spouse10.976744467198026788444311646507.45
Visa Inc. (V) [ST]spouse1.83505426150342007850465826741.66
Vontier Corporation Common Stock (VNT) [ST]spouse3.0204757692293456414963746104.51
VeriSign, Inc. - Common Stock (VRSN) [ST]spouse0.1057677259447985193167019432.65
Vistra Corp. Common Stock (VST) [ST]spouse2.57884100456930400249551591365.50
Williams Companies, Inc. (WMB) [ST]spouse1.086851387251921297315155877.98
Walmart Inc. Common Stock (WMT) [ST]spouse5.81399066610809424913343505699.36
W.R. Berkley Corporation Common Stock (WRB) [ST]spouse5.5602799170250203970740402410.29
WSFS Financial Corporation - Common Stock (WSFS) [ST]spouse3.4982197322920950037499854278.35
Watsco, Inc. Common Stock (WSO) [ST]spouse0.36136195547827978193944769110.33
West Pharmaceutical Services, Inc. Common Stock (WST) [ST]spouse0.1407909198213558684168174855.57
Essential Utilities, Inc. Common Stock (WTRG) [ST]spouse6.7261007996440813300195798287.61
Wynn Resorts, Limited - Common Stock (WYNN) [ST]spouse27.220164146223631741895308712019.74
Exxon Mobil Corporation Common Stock (XOM) [ST]spouse77.5974760728243661814929095414319.84
Yum! Brands, Inc. (YUM) [ST]spouse0.80928385129990112543924015120.96

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
GWRESpouseJun 17, 2025$248.24Jun 24, 2025$237.45-4.35%
GFISpouseJun 11, 2025$24.35Jun 24, 2025$23.84-2.09%
GMEDSpouseJun 17, 2025$58.14Jun 24, 2025$58.660.89%
GISSpouseJun 17, 2025$53.08Jun 24, 2025$53.410.62%
EQNRSpouseJun 11, 2025$25.92Jun 24, 2025$25.15-2.97%
EBAYSpouseJun 17, 2025$77.40Jun 24, 2025$74.35-3.94%
DTSpouseJun 17, 2025$55.90Jun 24, 2025$55.76-0.25%
DUOLSpouseJun 17, 2025$476.30Jun 24, 2025$422.79-11.23%
CRGYSpouseJun 9, 2025$9.08Jun 24, 2025$8.77-3.41%
CLSpouseJun 17, 2025$88.63Jun 24, 2025$88.18-0.51%
CNHSpouseJun 17, 2025$12.75Jun 24, 2025$12.881.02%
CHDSpouseJun 17, 2025$96.16Jun 24, 2025$96.02-0.15%
CVXSpouseJun 17, 2025$148.85Jun 24, 2025$143.55-3.56%
BDXSpouseJun 17, 2025$133.64Jun 24, 2025$134.920.96%
AGCOSpouseJun 11, 2025$102.39Jun 24, 2025$102.14-0.24%
VOYASpouseJun 11, 2025$67.03Jun 17, 2025$66.55-0.72%
UNMSpouseJun 11, 2025$78.66Jun 17, 2025$77.85-1.03%
TRNSpouseJun 11, 2025$26.46Jun 17, 2025$25.84-2.34%
TKRSpouseJun 11, 2025$72.24Jun 17, 2025$70.44-2.49%
MIDDSpouseJun 11, 2025$118.05Jun 17, 2025$113.40-3.94%
SBSISpouseJun 9, 2025$28.51Jun 17, 2025$27.70-2.84%
SIGISpouseJun 11, 2025$85.12Jun 17, 2025$84.98-0.16%
RLISpouseJun 11, 2025$73.17Jun 17, 2025$72.15-1.39%
RGENSpouseJun 11, 2025$132.00Jun 17, 2025$121.01-8.33%
PATKSpouseJun 11, 2025$90.64Jun 17, 2025$88.08-2.82%
PKSpouseJun 9, 2025$10.38Jun 17, 2025$10.19-1.83%
NWESpouseJun 9, 2025$52.58Jun 17, 2025$50.87-3.25%
NOKSpouseJun 11, 2025$5.28Jun 17, 2025$5.15-2.46%
NBIXSpouseJun 11, 2025$124.17Jun 17, 2025$124.880.57%
FIZZSpouseJun 11, 2025$45.84Jun 17, 2025$43.71-4.65%
MTGSpouseJun 11, 2025$26.54Jun 17, 2025$26.42-0.45%
LPXSpouseJun 11, 2025$89.00Jun 17, 2025$85.98-3.39%
LNCSpouseJun 11, 2025$33.06Jun 17, 2025$32.86-0.60%
KRGSpouseJun 11, 2025$22.44Jun 17, 2025$22.33-0.49%
KBHSpouseJun 9, 2025$52.95Jun 17, 2025$50.61-4.42%
IRTSpouseJun 11, 2025$18.37Jun 17, 2025$17.84-2.89%
HTHSpouseJun 11, 2025$30.50Jun 17, 2025$29.20-4.26%
HQYSpouseJun 11, 2025$104.56Jun 17, 2025$100.01-4.35%
GNWSpouseJun 11, 2025$6.92Jun 17, 2025$6.84-1.16%
GATXSpouseJun 11, 2025$155.68Jun 17, 2025$151.51-2.68%
FHBSpouseJun 11, 2025$24.16Jun 17, 2025$23.04-4.64%
FFINSpouseJun 11, 2025$36.87Jun 17, 2025$35.10-4.80%
EVTCSpouseJun 11, 2025$37.64Jun 17, 2025$36.22-3.77%
ESNTSpouseJun 11, 2025$58.52Jun 17, 2025$57.96-0.96%
CYTKSpouseJun 11, 2025$33.11Jun 17, 2025$32.54-1.72%
CNMSpouseJun 11, 2025$57.43Jun 17, 2025$55.61-3.17%
CBUSpouseJun 11, 2025$57.26Jun 17, 2025$53.94-5.80%
CPRISpouseJun 11, 2025$18.03Jun 17, 2025$16.83-6.66%
CPBSpouseJun 11, 2025$33.40Jun 17, 2025$31.82-4.73%
BURLSpouseJun 11, 2025$238.77Jun 17, 2025$228.17-4.44%

All trades

2825 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
TCOM — Charles Schwab Brokerage Account 893 ⇒ Trip.com Group Limited - American Depositary Shares (TCOM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 966 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UBER — Charles Schwab Brokerage Account 893 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 967 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UTHR — Charles Schwab Brokerage Account 893 ⇒ United Therapeutics Corporation - Common Stock (UTHR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 968 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UNH — Charles Schwab Brokerage Account 893 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 969 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UNM — Charles Schwab Brokerage Account 893 ⇒ Unum Group Common Stock (UNM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 970 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UE — Charles Schwab Brokerage Account 893 ⇒ Urban Edge Properties Common Shares of Beneficial Interest (UE) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 971 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
VALE — Charles Schwab Brokerage Account 893 ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 972 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
VRT — Charles Schwab Brokerage Account 893 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 973 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
V — Charles Schwab Brokerage Account 893 ⇒ Visa Inc. (V) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 974 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
VST — Charles Schwab Brokerage Account 893 ⇒ Vistra Corp. Common Stock (VST) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 975 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
WMT — Charles Schwab Brokerage Account 893 ⇒ Walmart Inc. Common Stock (WMT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 976 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
WSFS — Charles Schwab Brokerage Account 893 ⇒ WSFS Financial Corporation - Common Stock (WSFS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 977 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
WYNN — Charles Schwab Brokerage Account 893 ⇒ Wynn Resorts, Limited - Common Stock (WYNN) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 978 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
ABBV — AbbVie Inc. Common Stock (ABBV) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
ACIW — ACI Worldwide, Inc. - Common Stock (ACIW) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AKAM — Akamai Technologies, Inc. - Common Stock (AKAM) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
ALEX — Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BABA — Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
ALLE — Allegion plc Ordinary Shares (ALLE) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 27 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AXP — American Express Company Common Stock (AXP) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 31 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AMH — American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 32 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
APPF — AppFolio, Inc. - Class A Common Stock (APPF) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]SpouseSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 38 · Ptr
spouse · S · $15,001 - $50,000

Oct 31, 2025Sep 11, 2026
ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AZN — AstraZeneca PLC - American Depositary Shares (AZN) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 47 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AVB — AvalonBay Communities, Inc. Common Stock (AVB) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 52 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BAC — Bank of America Corporation Common Stock (BAC) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BCS — Barclays PLC Common Stock (BCS) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 56 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BAX — Baxter International Inc. Common Stock (BAX) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 61 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 62 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BHP — BHP Group Limited American Depositary Shares (BHP) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 67 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BL — BlackLine, Inc. - Common Stock (BL) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 68 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BSX — Boston Scientific Corporation Common Stock (BSX) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BP — BP p.l.c. Common Stock (BP) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 75 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BCO — Brinks Company (BCO) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 80 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BRO — Brown & Brown, Inc. Common Stock (BRO) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 86 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
BWXT — BWX Technologies, Inc. Common Stock (BWXT) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 87 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
CACI — CACI International, Inc. Class A Common Stock (CACI) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 92 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
CASY — Caseys General Stores, Inc. - Common Stock (CASY) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 93 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 98 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
CIEN — Ciena Corporation (CIEN) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 99 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
CLX — Clorox Company (CLX) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
KO — Coca-Cola Company (KO) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 106 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
COHR — Coherent Corp. (COHR) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 111 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
COP — ConocoPhillips Common Stock (COP) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 112 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026
CEG — Constellation Energy Corporation - Common Stock When-Issued (CEG) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 117 · Ptr
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 11, 2026

All disclosures

25 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Oct 12, 2026Lisa McClain — PTR filed 2026-10-12
Ptr
Not establishedParsed
Aug 13, 2026Lisa McClain — Annual report filed 2026-08-13
Annual
Dec 31, 2025Needs review
Aug 5, 2026Lisa McClain — PTR filed 2026-08-05
Ptr
Not establishedParsed
Apr 22, 2026Lisa McClain — Financial disclosure (X) filed 2026-04-22
Financial
Not establishedParsed
Mar 4, 2026Lisa McClain — PTR filed 2026-03-04
Ptr
Not establishedParsed
Feb 11, 2026Lisa McClain — PTR filed 2026-02-11
Ptr
Not establishedParsed
Jan 7, 2026Lisa McClain — PTR filed 2026-01-07
Ptr
Not establishedParsed
Nov 21, 2025Lisa McClain — PTR filed 2025-11-21
Ptr
Not establishedParsed
Oct 23, 2025Lisa McClain — PTR filed 2025-10-23
Ptr
Not establishedNeeds review
Oct 22, 2025Lisa McClain — PTR filed 2025-10-22
Ptr
Not establishedParsed
Sep 12, 2025Lisa McClain — PTR filed 2025-09-12
Ptr
Not establishedParsed
Aug 13, 2025Lisa McClain — Annual report filed 2025-08-13
Annual
Dec 31, 2024Needs review
Aug 13, 2025Lisa McClain — PTR filed 2025-08-13
Ptr
Not establishedParsed
May 14, 2025Lisa McClain — Financial disclosure (X) filed 2025-05-14
Financial
Not establishedParsed
Aug 13, 2024Lisa C. McClain — Annual report filed 2024-08-13
Annual
Dec 31, 2023Needs review
May 6, 2024Lisa C. McClain — Financial disclosure (X) filed 2024-05-06
Financial
Not establishedParsed
Aug 10, 2023Lisa C. McClain — Annual report filed 2023-08-10
Annual
Dec 31, 2022Needs review
Aug 10, 2023Lisa C. McClain — Financial disclosure (A) filed 2023-08-10
Financial
Not establishedNeeds review
May 15, 2023Lisa C. McClain — Financial disclosure (X) filed 2023-05-15
Financial
Not establishedParsed
Aug 12, 2022Lisa C. McClain — Annual report filed 2022-08-12
Annual
Dec 31, 2021Parsed
Jun 7, 2022Lisa C. McClain — Financial disclosure (X) filed 2022-06-07
Financial
Not establishedParsed
Aug 13, 2021Lisa C. McClain — Financial disclosure (H) filed 2021-08-13
Financial
Not establishedNeeds review
Apr 26, 2021Lisa C. McClain — Financial disclosure (X) filed 2021-04-26
Financial
Not establishedParsed
May 11, 2020Lisa McClain — Financial disclosure (C) filed 2020-05-11
Financial
Not establishedNeeds review
Mar 6, 2020Lisa McClain — Financial disclosure (C) filed 2020-03-06
Financial
Feb 28, 2020Parsed