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

0.79%

Cumulative estimated return

SPY: 10.27%
Outperformance: -9.48 percentage points

2025-10-31 – 2026-11-02

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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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

126.67%

Cumulative estimated return

SPY: 47.10%
Outperformance: 79.57 percentage points

2024-03-11 – 2026-11-02

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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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

126.67%

Cumulative estimated return

SPY: 47.10%
Outperformance: 79.57 percentage points

2024-03-11 – 2026-11-02

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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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 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 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$169.91Nov 3, 2026Unavailable
BLKSpouseNoneUnavailableUnavailable$1161.32Nov 3, 2026Unavailable
CIENSpouseNoneUnavailableUnavailable$300.08Nov 3, 2026Unavailable
ETNSpouseNoneUnavailableUnavailable$391.70Nov 3, 2026Unavailable
FLEXSpouseNoneUnavailableUnavailable$88.10Nov 3, 2026Unavailable
HSBCSpouseNoneUnavailableUnavailableUnavailableUnavailable
HSpouseNoneUnavailableUnavailable$185.44Nov 3, 2026Unavailable
IBKRSpouseNoneUnavailableUnavailable$77.46Nov 3, 2026Unavailable
SNDRSpouseNoneUnavailableUnavailable$29.55Nov 3, 2026Unavailable
SHELSpouseNoneUnavailableUnavailableUnavailableUnavailable
TSMSpouseNoneUnavailableUnavailable$404.80Nov 3, 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
AbbVie Inc. Common Stock (ABBV) [ST]spouse6.441221964286131107784936931860.48
Albertsons Companies, Inc. Class A Common Stock (ACI) [ST]spouse428.13493549384322245740647415874.01
ACI Worldwide, Inc. - Common Stock (ACIW) [ST]spouse2.1429538567388271694746015125.15
Arthur J. Gallagher & Co. Common Stock (AJG) [ST]spouse0.0752647577213921943948378920.99
Allegion plc Ordinary Shares (ALLE) [ST]spouse10.460922968742710710221107012005.67
Advanced Micro Devices, Inc. (AMD) [ST]spouse31.7091881841873639827318356014803.12
ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse2.3110403562298512278858247533526.97
AptarGroup, Inc. Common Stock (ATR) [ST]spouse51.995190745434457659062845267480.03
Broadcom Inc. - Common Stock (AVGO) [ST]spouse42.5770187807089094251788098413719.59
American Express Company Common Stock (AXP) [ST]spouse5.144541090865938734160688191687.31
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]spouse19.335657987858251477755226241962.57
Bank of America Corporation Common Stock (BAC) [ST]spouse31.20206963049473297058682331546.69
Beacon Financial Corporation Common stock (BBT) [ST]spouse444.643074508296495611506182314037.38
Brinks Company (BCO) [ST]spouse22.419064346989833260423887042406.69
Becton, Dickinson and Company Common Stock (BDX) [ST]spouse0.56875685539493860915854023112.96
BlackLine, Inc. - Common Stock (BL) [ST]spouse16.3453636858945277039752006557.21
The Bank of New York Mellon Corporation Common Stock (BK) [ST]spouse14.995452362116592656190535882216.03
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]spouse0.22145667071987910515275634123.15
BWX Technologies, Inc. Common Stock (BWXT) [ST]spouse21.460072997194796871150877902799.90
CACI International, Inc. Class A Common Stock (CACI) [ST]spouse51.0083809404231276288530353434711.20
Caseys General Stores, Inc. - Common Stock (CASY) [ST]spouse0.42631250132270810525962293284.85
Caterpillar, Inc. Common Stock (CAT) [ST]spouse9.7573022745289346911397036405987.28
Chemed Corp (CHE) [ST]spouse14.355307543242661307686786777783.16
Cummins Inc. Common Stock (CMI) [ST]spouse6.425001926731053206928488183216.36
Core & Main, Inc. Class A Common Stock (CNM) [ST]spouse8.4646578054265762017687083382.18
Coherent Corp. (COHR) [ST]spouse39.666376293346858121920162827931.29
Costco Wholesale Corporation - Common Stock (COST) [ST]spouse0.716556182876744151093846263745.61
Cisco Systems, Inc. - Common Stock (CSCO) [ST]spouse0.565554316554899553548477357.47
Carlisle Companies Incorporated Common Stock (CSL) [ST]spouse0.1361333988175608574318693753.42
Cintas Corporation - Common Stock (CTAS) [ST]spouse4.668117332648147925106023071049.25
Delta Air Lines, Inc. Common Stock (DAL) [ST]spouse29.64215885731020996591954042472.75
Datadog, Inc. - Class A Common Stock (DDOG) [ST]spouse13.019015436356643201501086512813.41
D.R. Horton, Inc. Common Stock (DHI) [ST]spouse13.049493195803731420625108621995.66
Dick's Sporting Goods Inc Common Stock (DKS) [ST]spouse9.631185554083211982503992041369.94
DocuSign, Inc. - Common Stock (DOCU) [ST]spouse0.808679059560774976806016066.03
Dow Inc. Common Stock (DOW) [ST]spouse290.61024337086814384308027619933.06
Ecolab Inc. Common Stock (ECL) [ST]spouse2.94028087514760406052978206906.72
Encompass Health Corporation Common Stock (EHC) [ST]spouse3.53987169496381400255093083485.63
Elevance Health, Inc. Common Stock (ELV) [ST]spouse17.213533931172439220775675687119.52
EMCOR Group, Inc. Common Stock (EME) [ST]spouse4.780668725298472197120044013264.05
Entegris, Inc. - Common Stock (ENTG) [ST]spouse21.214101319994303735404952413215.21
Exelon Corporation (EXC) [ST]spouse15.2641718261867305348448420709.02
Fiserv, Inc. Common Stock (FI) [ST]spouse48.201590553078684178816724912503.11
Five Below, Inc. - Common Stock (FIVE) [ST]spouse13.117529353837637624056765423134.70
Fortinet, Inc. - Common Stock (FTNT) [ST]spouse8.284637512661540517534921941045.60
Fortive Corporation Common Stock (FTV) [ST]spouse1.8022300790824320634694044120.46
GameStop Corporation Common Stock (GME) [ST]spouse280.22767075306479859894921196778.71
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]spouse16.954839738680234623890737484714.12
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]spouse61.7845672833572688685152164517237.28
Getty Realty Corporation Common Stock (GTY) [ST]spouse10.3499253461950643575114224295.59
Hasbro, Inc. - Common Stock (HAS) [ST]spouse13.68383445691793221605828081619.62
HCA Healthcare, Inc. Common Stock (HCA) [ST]spouse0.007890833856846651903284413.69
Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST]spouse126.29044988161010260457774273187.57
Hewlett Packard Enterprise Company Common Stock (HPE) [ST]spouse122.60429585978263524690086316276.11
Humana Inc. Common Stock (HUM) [ST]spouse36.2997692789963657133546972814897.79
ImmunityBio, Inc. - Common Stock (IBRX) [ST]spouse1786.53641481658311450624651914202.96
IDEX Corporation Common Stock (IEX) [ST]spouse3.89505333711463061682504074921.26
Illumina, Inc. - Common Stock (ILMN) [ST]spouse29.385279847388978915055216036658.12
Gartner, Inc. Common Stock (IT) [ST]spouse0.96466032130853846314578570226.95
ITT Inc. Common Stock (ITT) [ST]spouse10.171158759506923518683326682053.76
Illinois Tool Works Inc. Common Stock (ITW) [ST]spouse0.37263100703817904595071825108.08
JP Morgan Chase & Co. Common Stock (JPM) [ST]spouse34.0127078083557452163748061311584.05
Kite Realty Group Trust Common Stock (KRG) [ST]spouse7.1572822668192903332380475184.23
Loews Corporation Common Stock (L) [ST]spouse10.278105162659055457471581161144.36
Li Auto Inc. - American Depositary Shares (LI) [ST]spouse264.86844288691454415070498652961.23
Eli Lilly and Company Common Stock (LLY) [ST]spouse0.0120141674600674750427283816.95
Louisiana-Pacific Corporation Common Stock (LPX) [ST]spouse4.09711431813555394431430754309.66
McDonald's Corporation Common Stock (MCD) [ST]spouse0.64016220402147319798534276170.05
Meta Platforms, Inc. - Class A Common Stock (META) [ST]spouse12.767849494378510640745554957746.64
MKS Inc. - Common Stock (MKSI) [ST]spouse29.440558853009236982871829685786.25
Martin Marietta Materials, Inc. Common Stock (MLM) [ST]spouse1.05709680938531814542027825583.75
Microsoft Corporation - Common Stock (MSFT) [ST]spouse23.4884586039678163642870177311911.47
MasTec, Inc. Common Stock (MTZ) [ST]spouse9.925550694119707265068286211923.27
Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST]spouse0.3663244507269460763350776053.25
Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST]spouse84.43859714727562312626668431514.83
Netflix, Inc. - Common Stock (NFLX) [ST]spouse18.254312619278499320125504281137.97
Novagold Resources Inc. (NG) [ST]spouse1106.5698478561549100968188116506.63
NewJersey Resources Corporation Common Stock (NJR) [ST]spouse1.245453750203503463400460767.48
ServiceNow, Inc. Common Stock (NOW) [ST]spouse45.298502534341061219588700944802.09
Northern Trust Corporation - Common Stock (NTRS) [ST]spouse10.798846265862676453104967341842.93
NVIDIA Corporation - Common Stock (NVDA) [ST]spouse1314.270822513710326669865163265561.56
NXP Semiconductors N.V. - Common Stock (NXPI) [ST]spouse1.46777552938505239972924886377.57
New York Times Company (NYT) [ST]spouse0.835434115778710814279809458.45
Olin Corporation Common Stock (OLN) [ST]spouse1925.38507109004739336492891034945.74
Oracle Corporation Common Stock (ORCL) [ST]spouse7.96535616955635266980739094949.63
Otis Worldwide Corporation Common Stock (OTIS) [ST]spouse7.42224023138978215268775084581.68
Ovintiv Inc. (OVV) [ST]spouse206.891647271786914921127489014023.12
Pure Storage, Inc. Class A Common Stock (PSTG) [ST]spouse71.709996809777827820478517718159.16
Palo Alto Networks, Inc. (PANW) [ST]spouse3.330654740487619737455844581171.46
PDD Holdings Inc. - American Depositary Shares (PDD) [ST]spouse17.372999140889055910257780711419.03
Pepsico, Inc. (PEP) [ST]spouse6.28503139537911395527454828882.54
Principal Financial Group Inc (PFG) [ST]spouse10.348778506026154149487805111167.45
Parker-Hannifin Corporation Common Stock (PH) [ST]spouse0.66887244325248132604475048620.91
Polaris Inc. Common Stock (PII) [ST]spouse78.72648788107150479449855604925.92
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]spouse2331.885236550615570284294812415868.41
Quanta Services, Inc. Common Stock (PWR) [ST]spouse3.235634098257628254555197632009.91
Regions Financial Corporation Common Stock (RF) [ST]spouse40.82608178518535570953904711182.73
Repligen Corporation - Common Stock (RGEN) [ST]spouse16.433011164860723884867191292842.09
Transocean Ltd (RIG) [ST]spouse5963.39449541284403669724770637151.95
Roivant Sciences Ltd. - Common Shares (ROIV) [ST]spouse319.891899144891977942166402411480.92
Rollins, Inc. Common Stock (ROL) [ST]spouse1.121260968517084270825404540.40
Science Applications International Corporation - Common Stock (SAIC) [ST]spouse66.9148906195180999162361066210231.96
Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST]spouse60.91647832533050218100607792071.16
Starbucks Corporation - Common Stock (SBUX) [ST]spouse82.530431194553331957912110588616.18
Stifel Financial Corporation Common Stock (SF) [ST]spouse10.21718537878920960079144571701.61
Somnigroup International Inc. Common Stock (SGI) [ST]spouse18.18147215269802109593974751207.61
Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]spouse1.02602959910399015073142789160.29
Sherwin-Williams Company (SHW) [ST]spouse1.29154907745175482024185263455.10
The J.M. Smucker Company Common Stock (SJM) [ST]spouse5.05594754861735481665411283664.10
SLB Limited Common Shares (SLB) [ST]spouse9.4288381270687429979618627493.22
Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]spouse446.20747350808700501952035692387.21
Sony Group Corporation American Depositary Shares (SONY) [ST]spouse46.91039682731191623778818011196.68
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]spouse136.505226209881736520585636881051.34
Sysco Corporation Common Stock (SYY) [ST]spouse4.6750334323425378081045943382.14
Trip.com Group Limited - American Depositary Shares (TCOM) [ST]spouse22.6136533657519020491982064926.82
Teradyne, Inc. (TER) [ST]spouse48.5494031872450717262035710912671.88
Teleflex Incorporated Common Stock (TFX) [ST]spouse1.15216833107816605875201004162.08
TJX Companies, Inc. (TJX) [ST]spouse1.97825921317144766282982145278.93
Thermo Fisher Scientific Inc Common Stock (TMO) [ST]spouse4.608837631279398282481403653146.22
Targa Resources, Inc. Common Stock (TRGP) [ST]spouse49.2247585061219467175290715614508.01
Tesla, Inc. - Common Stock (TSLA) [ST]spouse110.045921484117288278915206244438.74
Textron Inc. Common Stock (TXT) [ST]spouse3.81713800895352369875496395337.93
Uber Technologies, Inc. Common Stock (UBER) [ST]spouse18.506624623910646226758975061234.58
United Bankshares, Inc. - Common Stock (UBSI) [ST]spouse218.352162031172021958616453610766.95
UnitedHealth Group Incorporated Common Stock (UNH) [ST]spouse6.010753334750346295773426152406.95
Unum Group Common Stock (UNM) [ST]spouse5.4056074609855777047425984492.02
United Therapeutics Corporation - Common Stock (UTHR) [ST]spouse10.976744467198026788444311646543.57
Visa Inc. (V) [ST]spouse1.83505426150342007850465826780.83
Vontier Corporation Common Stock (VNT) [ST]spouse3.0204757692293456414963746111.24
VeriSign, Inc. - Common Stock (VRSN) [ST]spouse0.1057677259447985193167019432.62
Vistra Corp. Common Stock (VST) [ST]spouse2.57884100456930400249551591347.14
Williams Companies, Inc. (WMB) [ST]spouse1.086851387251921297315155877.37
Walmart Inc. Common Stock (WMT) [ST]spouse5.81399066610809424913343505742.39
W.R. Berkley Corporation Common Stock (WRB) [ST]spouse5.5602799170250203970740402417.91
WSFS Financial Corporation - Common Stock (WSFS) [ST]spouse3.4982197322920950037499854281.68
Watsco, Inc. Common Stock (WSO) [ST]spouse0.36136195547827978193944769114.45
West Pharmaceutical Services, Inc. Common Stock (WST) [ST]spouse0.1407909198213558684168174857.43
Essential Utilities, Inc. Common Stock (WTRG) [ST]spouse6.7261007996440813300195798298.91
Wynn Resorts, Limited - Common Stock (WYNN) [ST]spouse27.220164146223631741895308712114.19
Exxon Mobil Corporation Common Stock (XOM) [ST]spouse77.5974760728243661814929095413941.94
Yum! Brands, Inc. (YUM) [ST]spouse0.80928385129990112543924015127.54
Zoetis Inc. Class A Common Stock (ZTS) [ST]spouse1.46155745525459882501460110121.57

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
NVDASpouseMar 11, 2024$85.77Oct 23, 2024$139.5662.71%
NVDASpouseJun 6, 2024$121.00Oct 23, 2024$139.5615.34%
AMDSpouseMar 11, 2024$198.39Oct 23, 2024$152.91-22.92%
AMDSpouseJun 6, 2024$166.78Oct 23, 2024$152.91-8.32%

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
UNP — Union Pacific Corporation Common Stock (UNP) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 659 · Ptr
spouse · P · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
WAT — Waters Corporation Common Stock (WAT) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 700 · Ptr
spouse · S · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
WDFC — WD-40 Company - Common Stock (WDFC) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 703 · Ptr
spouse · S · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
WST — West Pharmaceutical Services, Inc. Common Stock (WST) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 705 · Ptr
spouse · S · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
WAL — Western Alliance Bancorporation Common Stock (WAL) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 708 · Ptr
spouse · S · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
WHR — Whirlpool Corporation Common Stock (WHR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 709 · Ptr
spouse · P · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
XPO — XPO, Inc. Common Stock (XPO) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 718 · Ptr
spouse · P · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 722 · Ptr
spouse · P · $1,001 - $15,000

Jul 22, 2025Sep 11, 2026
RGTI — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Rigetti Computing, Inc. - Common stock (RGTI) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 663 · Annual
spouse · P · $15,001 - $50,000

Jul 17, 2025Sep 14, 2026
A — Charles Schwab Brokerage Account 924 ⇒ Agilent Technologies, Inc. Common Stock (A) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 299 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
ADP — Charles Schwab Brokerage Account 924 ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 332 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CDP — Charles Schwab Brokerage Account 924 ⇒ COPT Defense Properties Common Shares of Beneficial Interest (CDP) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 483 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CRM — Charles Schwab Brokerage Account 924 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (2)

$2,002–$30,000

Original ↗ · Row 557 · Annual
spouse · S · $1,001 - $15,000

Original ↗ · Row 565 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CTSH — Charles Schwab Brokerage Account 924 ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 570 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CUZ — Charles Schwab Brokerage Account 924 ⇒ Cousins Properties Incorporated Common Stock (CUZ) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 582 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
DE — Charles Schwab Brokerage Account 924 ⇒ Deere & Company Common Stock (DE) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 600 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
EG — Charles Schwab Brokerage Account 924 ⇒ Everest Group, Ltd. Common Stock (EG) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 633 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
EQH — Charles Schwab Brokerage Account 924 ⇒ Equitable Holdings, Inc. Common Stock (EQH) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 640 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
FANG — Charles Schwab Brokerage Account 924 ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 694 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
GIS — Charles Schwab Brokerage Account 924 ⇒ General Mills, Inc. Common Stock (GIS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 755 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
HD — Charles Schwab Brokerage Account 924 ⇒ Home Depot, Inc. (HD) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 925 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
IBM — Charles Schwab Brokerage Account 924 ⇒ International Business Machines Corporation Common Stock (IBM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1039 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
ISRG — Charles Schwab Brokerage Account 924 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1052 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
JKHY — Charles Schwab Brokerage Account 924 ⇒ Jack Henry & Associates, Inc. - Common Stock (JKHY) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1059 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
KMB — Charles Schwab Brokerage Account 924 ⇒ Kimberly-Clark Corporation - Common Stock (KMB) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1069 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LIN — Charles Schwab Brokerage Account 924 ⇒ Linde plc - Ordinary Shares (LIN) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1077 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LLY — Charles Schwab Brokerage Account 924 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1081 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LSTR — Charles Schwab Brokerage Account 924 ⇒ Landstar System, Inc. - Common Stock (LSTR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1089 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
MUFG — Charles Schwab Brokerage Account 924 ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1114 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NEM — Charles Schwab Brokerage Account 924 ⇒ Newmont Corporation (NEM) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1119 · Annual
spouse · S (partial) · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NICE — Charles Schwab Brokerage Account 924 ⇒ NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1121 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NOV — Charles Schwab Brokerage Account 924 ⇒ NOV Inc. Common Stock (NOV) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1130 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PANW — Charles Schwab Brokerage Account 924 ⇒ Palo Alto Networks, Inc. (PANW) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1151 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PGR — Charles Schwab Brokerage Account 924 ⇒ Progressive Corporation (PGR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1158 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PRGS — Charles Schwab Brokerage Account 924 ⇒ Progress Software Corporation - Common Stock (PRGS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1165 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
SCHW — Charles Schwab Brokerage Account 924 ⇒ Charles Schwab Corporation (SCHW) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1180 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
SCI — Charles Schwab Brokerage Account 924 ⇒ Service Corporation International Common Stock (SCI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1181 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
BRK.B — Charles Schwab Brokerage Account 924 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1319 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
META — Charles Schwab Brokerage Account 924 ⇒ 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 1321 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WAT — Charles Schwab Brokerage Account 924 ⇒ Waters Corporation Common Stock (WAT) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1323 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LULU — Charles Schwab Brokerage Account 924 ⇒ lululemon athletica inc. - Common Stock (LULU) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1325 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
MSFT — Charles Schwab Brokerage Account 924 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1327 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
UPS — Charles Schwab Brokerage Account 924 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1328 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
IT — Charles Schwab Brokerage Account 924 ⇒ Gartner, Inc. Common Stock (IT) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1329 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WAL — Charles Schwab Brokerage Account 924 ⇒ Western Alliance Bancorporation Common Stock (WAL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1330 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
HRL — Charles Schwab Brokerage Account 924 ⇒ Hormel Foods Corporation Common Stock (HRL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1332 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
BLK — Charles Schwab Brokerage Account 924 ⇒ BlackRock, Inc. Common Stock (BLK) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1334 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
DRI — Charles Schwab Brokerage Account 924 ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1337 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PAYX — Charles Schwab Brokerage Account 924 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1339 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WDFC — Charles Schwab Brokerage Account 924 ⇒ WD-40 Company - Common Stock (WDFC) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1342 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 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