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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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 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$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
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
spouse · P · $1,001 - $15,000

Jun 23, 2025Sep 11, 2026
X — Charles Schwab Brokerage Account 924 ⇒ United States Steel Corporation Common Stock (X) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 295 · Annual
spouse · S · $1,001 - $15,000

Jun 20, 2025Sep 14, 2026
X — United States Steel Corporation Common Stock (X) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 665 · Ptr
spouse · S · $1,001 - $15,000

Jun 20, 2025Sep 11, 2026
ADC — Charles Schwab Brokerage Account 924 ⇒ Agree Realty Corporation Common Stock (ADC) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 327 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
ALK — Charles Schwab Brokerage Account 924 ⇒ Alaska Air Group, Inc. Common Stock (ALK) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 362 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
ARMK — Charles Schwab Brokerage Account 924 ⇒ Aramark Common Stock (ARMK) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 370 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AVNT — Charles Schwab Brokerage Account 924 ⇒ Avient Corporation Common Stock (AVNT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 375 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AVTR — Charles Schwab Brokerage Account 924 ⇒ Avantor, Inc. Common Stock (AVTR) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 377 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AWI — Charles Schwab Brokerage Account 924 ⇒ Armstrong World Industries Inc Common Stock (AWI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 379 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AZN — Charles Schwab Brokerage Account 924 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 381 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BABA — Charles Schwab Brokerage Account 924 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 383 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BC — Charles Schwab Brokerage Account 924 ⇒ Brunswick Corporation Common Stock (BC) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 385 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BF.B — Charles Schwab Brokerage Account 924 ⇒ Brown Forman Inc Class B Common Stock (BF.B) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 413 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BHP — Charles Schwab Brokerage Account 924 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 415 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BKH — Charles Schwab Brokerage Account 924 ⇒ Black Hills Corporation Common Stock (BKH) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 417 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BRKL — Charles Schwab Brokerage Account 924 ⇒ Brookline Bancorp, Inc. - Common Stock (BRKL) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 460 · Annual
spouse · S · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 477 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CBU — Charles Schwab Brokerage Account 924 ⇒ Community Financial System, Inc. Common Stock (CBU) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 478 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CNM — Charles Schwab Brokerage Account 924 ⇒ Core & Main, Inc. Class A Common Stock (CNM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 517 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CPB — Charles Schwab Brokerage Account 924 ⇒ Campbell Soup Company Common Stock (CPB) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 539 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CPRI — Charles Schwab Brokerage Account 924 ⇒ Capri Holdings Limited Ordinary Shares (CPRI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 545 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AMD — Charles Schwab Brokerage Account 924 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 569 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
TSLA — Charles Schwab Brokerage Account 924 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 571 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AMZN — Charles Schwab Brokerage Account 924 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 581 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AAPL — Charles Schwab Brokerage Account 924 ⇒ Apple Inc. - Common Stock (AAPL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 583 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
JNJ — Charles Schwab Brokerage Account 924 ⇒ Johnson & Johnson Common Stock (JNJ) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 588 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AIG — Charles Schwab Brokerage Account 924 ⇒ American International Group, Inc. New Common Stock (AIG) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 593 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BAC — Charles Schwab Brokerage Account 924 ⇒ Bank of America Corporation Common Stock (BAC) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 594 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CYTK — Charles Schwab Brokerage Account 924 ⇒ Cytokinetics, Incorporated - Common Stock (CYTK) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 595 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
GIS — Charles Schwab Brokerage Account 924 ⇒ General Mills, Inc. Common Stock (GIS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 599 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
ABBV — Charles Schwab Brokerage Account 924 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 601 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CVX — Charles Schwab Brokerage Account 924 ⇒ Chevron Corporation Common Stock (CVX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 606 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
JPM — Charles Schwab Brokerage Account 924 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 611 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CRM — Charles Schwab Brokerage Account 924 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 612 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
GSK — Charles Schwab Brokerage Account 924 ⇒ GSK plc American Depositary Shares (GSK) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 617 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
MNST — Charles Schwab Brokerage Account 924 ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 623 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BTI — Charles Schwab Brokerage Account 924 ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 625 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
AVGO — Charles Schwab Brokerage Account 924 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 626 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
NCLH — Charles Schwab Brokerage Account 924 ⇒ Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 628 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
SRE — Charles Schwab Brokerage Account 924 ⇒ DBA Sempra Common Stock (SRE) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 630 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
UPS — Charles Schwab Brokerage Account 924 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 632 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
GMED — Charles Schwab Brokerage Account 924 ⇒ Globus Medical, Inc. Class A Common Stock (GMED) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 634 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
CIEN — Charles Schwab Brokerage Account 924 ⇒ Ciena Corporation (CIEN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 636 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
ROST — Charles Schwab Brokerage Account 924 ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 638 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BILL — Charles Schwab Brokerage Account 924 ⇒ BILL Holdings, Inc. Common Stock (BILL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 639 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
BNY — Charles Schwab Brokerage Account 924 ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 641 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
SBUX — Charles Schwab Brokerage Account 924 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 643 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
ESNT — Charles Schwab Brokerage Account 924 ⇒ Essent Group Ltd. Common Shares (ESNT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 644 · Annual
spouse · S · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
DAL — Charles Schwab Brokerage Account 924 ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 645 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 2025Sep 14, 2026
NTRS — Charles Schwab Brokerage Account 924 ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 646 · Annual
spouse · P · $1,001 - $15,000

Jun 17, 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