Elected Trades

All politicians

Lisa McClain

Estimate as of Nov 2, 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

-0.75%

Cumulative estimated return

SPY: 10.27%
Outperformance: -11.02 percentage points

2025-10-31 – 2026-11-02

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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

119.73%

Cumulative estimated return

SPY: 47.10%
Outperformance: 72.63 percentage points

2024-03-11 – 2026-11-02

Missing information
  • 331 sales exceeding observed holdings (unmatched amount omitted).
  • 13 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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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

119.73%

Cumulative estimated return

SPY: 47.10%
Outperformance: 72.63 percentage points

2024-03-11 – 2026-11-02

Missing information
  • 331 sales exceeding observed holdings (unmatched amount omitted).
  • 13 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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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 Nov 2, 2026. 1413 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with end-of-day market 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$178.48Nov 4, 2026Unavailable
BLKSpouseNoneUnavailableUnavailable$1224.37Nov 4, 2026Unavailable
CIENSpouseNoneUnavailableUnavailable$272.24Nov 4, 2026Unavailable
ETNSpouseNoneUnavailableUnavailable$353.08Nov 4, 2026Unavailable
FLEXSpouseNoneUnavailableUnavailable$77.24Nov 4, 2026Unavailable
HSBCSpouseNoneUnavailableUnavailableUnavailableUnavailable
HSpouseNoneUnavailableUnavailable$190.18Nov 4, 2026Unavailable
IBKRSpouseNoneUnavailableUnavailable$77.88Nov 4, 2026Unavailable
SNDRSpouseNoneUnavailableUnavailable$29.81Nov 4, 2026Unavailable
SHELSpouseNoneUnavailableUnavailableUnavailableUnavailable
TSMSpouseNoneUnavailableUnavailable$395.75Nov 4, 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 Nov 2, 2026
AssetOwnerEstimated unitsEstimated value
CACI International, Inc. Class A Common Stock (CACI) [ST]spouse51.0083809404231276288530353434711.20
Caterpillar, Inc. Common Stock (CAT) [ST]spouse9.7573022745289346911397036405987.28
Core & Main, Inc. Class A Common Stock (CNM) [ST]spouse8.4646578054265762017687083382.18
ImmunityBio, Inc. - Common Stock (IBRX) [ST]spouse1786.53641481658311450624651914202.96
Microsoft Corporation - Common Stock (MSFT) [ST]spouse15.598557223630337297718853587910.34
Novagold Resources Inc. (NG) [ST]spouse1106.5698478561549100968188116506.63
NVIDIA Corporation - Common Stock (NVDA) [ST]spouse1314.270822513710326669865163265561.56
Olin Corporation Common Stock (OLN) [ST]spouse1925.38507109004739336492891034945.74
PDD Holdings Inc. - American Depositary Shares (PDD) [ST]spouse17.372999140889055910257780711419.03
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]spouse2331.885236550615570284294812415868.41
Transocean Ltd (RIG) [ST]spouse5963.39449541284403669724770637151.95
Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]spouse446.20747350808700501952035692387.21
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]spouse136.505226209881736520585636881051.34

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
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%
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%
BCSpouseJun 11, 2025$58.22Jun 17, 2025$55.01-5.51%
BKHSpouseJun 11, 2025$57.50Jun 17, 2025$56.09-2.45%

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
NOW — ServiceNow, Inc. Common Stock (NOW) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 575 · Ptr
spouse · S · $1,001 - $15,000

Feb 5, 2025Sep 11, 2026
NXPI — Charles Schwab Brokerage Account 548 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 39 · Annual
spouse · S · $1,001 - $15,000

Jan 22, 2025Sep 14, 2026
AVGO — Charles Schwab Brokerage Account 548 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 40 · Annual
spouse · P · $1,001 - $15,000

Jan 22, 2025Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Jan 22, 2025Sep 11, 2026
NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 485 · Ptr
spouse · S · $1,001 - $15,000

Jan 22, 2025Sep 11, 2026
ZTS — Charles Schwab Brokerage Account 548 ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 15, 2025Sep 14, 2026
DELL — Charles Schwab Brokerage Account 548 ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 38 · Annual
spouse · P · $1,001 - $15,000

Jan 15, 2025Sep 14, 2026
DELL — Dell Technologies Inc. Class C Common Stock (DELL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 194 · Ptr
spouse · P · $1,001 - $15,000

Jan 15, 2025Sep 11, 2026
ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 720 · Ptr
spouse · S · $1,001 - $15,000

Jan 15, 2025Sep 11, 2026
V — Charles Schwab Brokerage Account 548 ⇒ Visa Inc. (V) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 60 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
TMO — Charles Schwab Brokerage Account 548 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 61 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
SNPS — Charles Schwab Brokerage Account 548 ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 62 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
SHW — Charles Schwab Brokerage Account 548 ⇒ Sherwin-Williams Company (SHW) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 63 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
ORLY — Charles Schwab Brokerage Account 548 ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 64 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
MSFT — Charles Schwab Brokerage Account 548 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 65 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
MCO — Charles Schwab Brokerage Account 548 ⇒ Moody's Corporation Common Stock (MCO) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 66 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
MLM — Charles Schwab Brokerage Account 548 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 67 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
HWM — Charles Schwab Brokerage Account 548 ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 68 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
ANET — Charles Schwab Brokerage Account 548 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 69 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
GS — Charles Schwab Brokerage Account 548 ⇒ Goldman Sachs Group, Inc. (GS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 70 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
NVDA — Charles Schwab Brokerage Account 548 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 71 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
ZTS — Charles Schwab Brokerage Account 548 ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 72 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
VRTX — Charles Schwab Brokerage Account 548 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 73 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
TJX — Charles Schwab Brokerage Account 548 ⇒ TJX Companies, Inc. (TJX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
SHOP — Charles Schwab Brokerage Account 548 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 75 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 76 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 77 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
PANW — Charles Schwab Brokerage Account 548 ⇒ Palo Alto Networks, Inc. (PANW) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 78 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
CRM — Charles Schwab Brokerage Account 548 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 79 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
PH — Charles Schwab Brokerage Account 548 ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 80 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
NFLX — Charles Schwab Brokerage Account 548 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
NXPI — Charles Schwab Brokerage Account 548 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 82 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
META — Charles Schwab Brokerage Account 548 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 83 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
ISRG — Charles Schwab Brokerage Account 548 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 84 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
INTU — Charles Schwab Brokerage Account 548 ⇒ Intuit Inc. - Common Stock (INTU) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 85 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
HD — Charles Schwab Brokerage Account 548 ⇒ Home Depot, Inc. (HD) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 86 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
AJG — Charles Schwab Brokerage Account 548 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 87 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
LLY — Charles Schwab Brokerage Account 548 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 88 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
ECL — Charles Schwab Brokerage Account 548 ⇒ Ecolab Inc. Common Stock (ECL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 89 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
COST — Charles Schwab Brokerage Account 548 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 90 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 91 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
CTAS — Charles Schwab Brokerage Account 548 ⇒ Cintas Corporation - Common Stock (CTAS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 92 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
CMG — Charles Schwab Brokerage Account 548 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 93 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
BSX — Charles Schwab Brokerage Account 548 ⇒ Boston Scientific Corporation Common Stock (BSX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 94 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
BKR — Charles Schwab Brokerage Account 548 ⇒ Baker Hughes Company - Common Stock (BKR) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 95 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
AAPL — Charles Schwab Brokerage Account 548 ⇒ Apple Inc. - Common Stock (AAPL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 96 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
AMZN — Charles Schwab Brokerage Account 548 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 97 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
GOOGL — Charles Schwab Brokerage Account 548 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 98 · Annual
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 14, 2026
GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 40 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 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