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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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
SBCFSpouseJun 17, 2025$24.62Oct 30, 2025$30.4823.80%
SAICSpouseJun 11, 2025$103.80Oct 30, 2025$91.50-11.85%
SAICSpouseSep 11, 2025$106.37Oct 30, 2025$91.50-13.98%
SAPSpouseSep 25, 2025$262.51Oct 30, 2025$259.19-1.26%
ROIVSpouseJun 17, 2025$11.11Oct 30, 2025$19.5876.24%
RGENSpouseJul 22, 2025$114.12Oct 30, 2025$144.5726.68%
RFSpouseJun 17, 2025$21.54Oct 30, 2025$24.2012.35%
RBASpouseJun 24, 2025$105.61Oct 30, 2025$100.47-4.87%
PWRSpouseJul 10, 2025$380.09Oct 30, 2025$453.8319.40%
QLYSSpouseSep 11, 2025$135.65Oct 30, 2025$123.79-8.74%
PSpouseJun 17, 2025$52.37Oct 30, 2025$97.0185.24%
PFGSpouseJun 17, 2025$75.80Oct 30, 2025$82.749.16%
PIISpouseJun 17, 2025$40.05Oct 30, 2025$67.2968.01%
PFGCSpouseAug 13, 2025$101.27Oct 30, 2025$97.08-4.14%
PEPSpouseJun 24, 2025$131.05Oct 30, 2025$147.5512.59%
PDDSpouseJun 9, 2025$101.62Oct 30, 2025$136.0133.84%
PDDSpouseJul 16, 2025$105.13Oct 30, 2025$136.0129.37%
PLTRSpouseJun 17, 2025$138.20Oct 30, 2025$194.5540.77%
OTISSpouseAug 4, 2025$85.41Oct 30, 2025$92.498.29%
ORCLSpouseJun 17, 2025$208.18Oct 30, 2025$256.8923.40%
OPCHSpouseSep 25, 2025$26.82Oct 30, 2025$26.20-2.29%
NVDASpouseJun 9, 2025$142.63Oct 30, 2025$202.8942.25%
NVDASpouseJun 11, 2025$142.83Oct 30, 2025$202.8942.05%
NVDASpouseJun 17, 2025$144.12Oct 30, 2025$202.8940.78%
NCLHSpouseJun 17, 2025$18.13Oct 30, 2025$22.2222.56%
NTRSSpouseJun 17, 2025$109.63Oct 30, 2025$126.9015.75%
MKSISpouseAug 4, 2025$94.00Oct 30, 2025$139.3148.20%
MSFTSpouseJun 9, 2025$472.75Oct 30, 2025$525.7611.21%
MSFTSpouseJul 16, 2025$505.62Oct 30, 2025$525.763.98%
MGPISpouseSep 25, 2025$24.94Oct 30, 2025$24.19-3.01%
METASpouseJul 16, 2025$702.91Oct 30, 2025$666.47-5.18%
METASpouseJul 22, 2025$704.81Oct 30, 2025$666.47-5.44%
MCDSpouseJun 24, 2025$291.47Oct 30, 2025$302.433.76%
MTZSpouseJun 11, 2025$162.90Oct 30, 2025$213.9531.34%
MGYSpouseAug 4, 2025$23.82Oct 30, 2025$22.41-5.92%
LPXSpouseSep 25, 2025$83.39Oct 30, 2025$88.225.79%
LSpouseJun 17, 2025$88.27Oct 30, 2025$99.5312.76%
KRGSpouseAug 13, 2025$21.71Oct 30, 2025$21.900.88%
KVUESpouseSep 25, 2025$16.17Oct 30, 2025$14.24-11.94%
JPMSpouseJun 9, 2025$266.74Oct 30, 2025$309.4416.01%
JPMSpouseJun 11, 2025$268.15Oct 30, 2025$309.4415.40%
JNJSpouseAug 4, 2025$171.04Oct 30, 2025$189.0510.53%
ITTSpouseJun 17, 2025$149.82Oct 30, 2025$187.0624.86%
ILMNSpouseJun 9, 2025$84.98Oct 30, 2025$99.0116.51%
ITWSpouseJun 17, 2025$241.18Oct 30, 2025$243.641.02%
IEXSpouseAug 4, 2025$158.25Oct 30, 2025$170.307.61%
HUMSpouseJun 24, 2025$238.79Oct 30, 2025$285.6119.61%
HOMBSpouseJun 17, 2025$27.44Oct 30, 2025$26.72-2.62%
HPESpouseJun 17, 2025$17.77Oct 30, 2025$24.4137.37%
HASSpouseJun 17, 2025$67.50Oct 30, 2025$76.5513.41%

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
AAPL — Apple Inc. - Common Stock (AAPL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
ANET — Arista Networks, Inc. Common Stock (ANET) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
AJG — Arthur J. Gallagher & Co. Common Stock (AJG) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
BKR — Baker Hughes Company - Common Stock (BKR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
BSX — Boston Scientific Corporation Common Stock (BSX) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 109 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 142 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
CTAS — Cintas Corporation - Common Stock (CTAS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 147 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
COST — Costco Wholesale Corporation - Common Stock (COST) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 173 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 218 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
ECL — Ecolab Inc. Common Stock (ECL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 221 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 230 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
GS — Goldman Sachs Group, Inc. (GS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 291 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 322 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
HWM — Howmet Aerospace Inc. Common Stock (HWM) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 330 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 353 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 354 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
MLM — Martin Marietta Materials, Inc. Common Stock (MLM) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 405 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 416 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 425 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
MCO — Moody's Corporation Common Stock (MCO) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 434 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 445 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 479 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 484 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
ORLY — O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 489 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
PANW — Palo Alto Networks, Inc. (PANW) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 496 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
PH — Parker-Hannifin Corporation Common Stock (PH) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 502 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 551 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
NOW — ServiceNow, Inc. Common Stock (NOW) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 577 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
SHW — Sherwin-Williams Company (SHW) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 580 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
SHOP — Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 582 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 603 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 633 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
TJX — TJX Companies, Inc. (TJX) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Dec 11, 2024Sep 11, 2026
VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 681 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
V — Visa Inc. (V) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 688 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 721 · Ptr
spouse · P · $1,001 - $15,000

Dec 11, 2024Sep 11, 2026
SMR — Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Annual
spouse · P · $1,001 - $15,000

Nov 8, 2024Sep 14, 2026
TSLA — Charles Schwab 401K ⇒ Schwab 824 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 44 · Annual
spouse · P · $15,001 - $50,000

Nov 8, 2024Sep 14, 2026
SMR — NuScale Power Corporation Class A Common Stock (SMR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 474 · Ptr
spouse · P · $1,001 - $15,000

Nov 8, 2024Sep 11, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]SpousePurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 619 · Ptr
spouse · P · $15,001 - $50,000

Nov 8, 2024Sep 11, 2026
PLTR — Charles Schwab 401K ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 45 · Annual
spouse · P · $100,001 - $250,000

Nov 7, 2024Sep 14, 2026
TSM — Charles Schwab 401K ⇒ Schwab 824 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 46 · Annual
spouse · P · $100,001 - $250,000

Nov 7, 2024Sep 14, 2026
NVDA — Charles Schwab 401K ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 47 · Annual
spouse · P · $100,001 - $250,000

Nov 7, 2024Sep 14, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]SpousePurchase
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 475 · Ptr
spouse · P · $100,001 - $250,000

Nov 7, 2024Sep 11, 2026
PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]SpousePurchase
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 495 · Ptr
spouse · P · $100,001 - $250,000

Nov 7, 2024Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]SpousePurchase
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 609 · Ptr
spouse · P · $100,001 - $250,000

Nov 7, 2024Sep 11, 2026
NVDA — Charles Schwab 401K ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 48 · Annual
spouse · S (partial) · $100,001 - $250,000

Oct 23, 2024Sep 14, 2026
AMD — Charles Schwab 401K ⇒ Schwab 824 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 49 · Annual
spouse · S · $15,001 - $50,000

Oct 23, 2024Sep 14, 2026
PLTR — Charles Schwab 401K ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 50 · Annual
spouse · S (partial) · $50,001 - $100,000

Oct 23, 2024Sep 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