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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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
GTYSpouseSep 25, 2025$26.49Oct 30, 2025$27.564.04%
ITSpouseSep 11, 2025$241.12Oct 30, 2025$248.403.02%
FTNTSpouseAug 13, 2025$79.33Oct 30, 2025$84.206.14%
FMCSpouseSep 25, 2025$33.15Oct 30, 2025$15.53-53.15%
FIVESpouseJun 11, 2025$125.03Oct 30, 2025$156.8125.42%
EXCSpouseJun 17, 2025$42.39Oct 30, 2025$47.0711.04%
WTRGSpouseSep 25, 2025$37.79Oct 30, 2025$38.792.65%
ENTGSpouseAug 4, 2025$73.68Oct 30, 2025$87.5018.76%
EHCSpouseJul 22, 2025$108.39Oct 30, 2025$116.817.77%
EMESpouseJun 17, 2025$481.39Oct 30, 2025$648.0034.61%
DKSSpouseJun 17, 2025$174.84Oct 30, 2025$220.7626.26%
DALSpouseJun 17, 2025$47.32Oct 30, 2025$57.1220.71%
DDOGSpouseAug 13, 2025$128.71Oct 30, 2025$157.0722.03%
DRISpouseJul 16, 2025$208.25Oct 30, 2025$178.20-14.43%
DRISpouseSep 25, 2025$187.02Oct 30, 2025$178.20-4.72%
DHISpouseJun 17, 2025$119.92Oct 30, 2025$149.2924.49%
CMISpouseJun 24, 2025$323.85Oct 30, 2025$438.0935.28%
CNMSpouseSep 11, 2025$49.45Oct 30, 2025$52.315.78%
COPSpouseJun 24, 2025$89.39Oct 30, 2025$88.14-1.40%
COHRSpouseJun 17, 2025$79.77Oct 30, 2025$132.7166.37%
KOSpouseSep 25, 2025$65.98Oct 30, 2025$68.984.55%
CLXSpouseJun 24, 2025$122.02Oct 30, 2025$112.46-7.83%
CIENSpouseJun 17, 2025$73.45Oct 30, 2025$188.96157.26%
CHRDSpouseJun 24, 2025$98.50Oct 30, 2025$90.23-8.40%
CASYSpouseJun 11, 2025$499.53Oct 30, 2025$518.543.81%
BROSpouseAug 4, 2025$92.70Oct 30, 2025$80.45-13.21%
AVGOSpouseJun 11, 2025$252.91Oct 30, 2025$376.4748.86%
BCOSpouseJun 11, 2025$84.61Oct 30, 2025$111.7432.06%
BLSpouseAug 13, 2025$51.26Oct 30, 2025$56.7410.70%
BRK.BSpouseJul 16, 2025$471.31Oct 30, 2025$478.521.53%
BACSpouseJun 17, 2025$44.23Oct 30, 2025$53.0319.90%
ASMLSpouseJun 17, 2025$759.86Oct 30, 2025$1075.4541.53%
ASMLSpouseSep 25, 2025$949.55Oct 30, 2025$1075.4513.26%
AAPLSpouseJun 17, 2025$195.64Oct 30, 2025$271.4038.72%
AAPLSpouseSep 11, 2025$230.03Oct 30, 2025$271.4017.98%
APPFSpouseAug 13, 2025$268.72Oct 30, 2025$235.71-12.28%
AXPSpouseJun 17, 2025$292.81Oct 30, 2025$358.8822.56%
GOOGSpouseJun 9, 2025$177.63Oct 30, 2025$281.9058.70%
GOOGSpouseJun 11, 2025$178.79Oct 30, 2025$281.9057.67%
GOOGLSpouseJun 24, 2025$166.77Oct 30, 2025$281.4868.78%
ALLESpouseJun 17, 2025$136.24Oct 30, 2025$165.2921.32%
BABASpouseJul 22, 2025$120.71Oct 30, 2025$173.9344.09%
AKAMSpouseAug 13, 2025$75.44Oct 30, 2025$73.93-2.00%
AMDSpouseJun 17, 2025$127.10Oct 30, 2025$254.84100.50%
ACIWSpouseAug 19, 2025$47.03Oct 30, 2025$47.230.43%
CIENSpouseJun 17, 2025$73.45Oct 15, 2025$168.71129.69%
TSMSpouseJun 9, 2025$207.00Oct 14, 2025$295.9442.97%
SNDRSpouseSep 25, 2025$21.28Oct 14, 2025$22.495.69%
SAPSpouseSep 25, 2025$262.51Oct 14, 2025$270.523.05%
ROLSpouseSep 25, 2025$56.44Oct 14, 2025$56.890.80%

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
FCPT — Charles Schwab Brokerage Account 924 ⇒ Four Corners Property Trust, Inc. Common Stock (FCPT) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 700 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
FLO — Charles Schwab Brokerage Account 924 ⇒ Flowers Foods, Inc. Common Stock (FLO) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 725 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
FNB — Charles Schwab Brokerage Account 924 ⇒ F.N.B. Corporation Common Stock (FNB) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 728 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
GTY — Charles Schwab Brokerage Account 924 ⇒ Getty Realty Corporation Common Stock (GTY) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 851 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
HMN — Charles Schwab Brokerage Account 924 ⇒ Horace Mann Educators Corporation Common Stock (HMN) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 986 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
MCO — Charles Schwab Brokerage Account 924 ⇒ Moody's Corporation Common Stock (MCO) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1099 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
MSFT — Charles Schwab Brokerage Account 924 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1109 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
NJR — Charles Schwab Brokerage Account 924 ⇒ NewJersey Resources Corporation Common Stock (NJR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1122 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
PH — Charles Schwab Brokerage Account 924 ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1159 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
TJX — Charles Schwab Brokerage Account 924 ⇒ TJX Companies, Inc. (TJX) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1207 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
TTC — Charles Schwab Brokerage Account 924 ⇒ Toro Company (TTC) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1316 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
UBSI — Charles Schwab Brokerage Account 924 ⇒ United Bankshares, Inc. - Common Stock (UBSI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1320 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
VRTX — Charles Schwab Brokerage Account 924 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1344 · Annual
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 14, 2026
AGCO — AGCO Corporation Common Stock (AGCO) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
ADC — Agree Realty Corporation Common Stock (ADC) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
ALK — Alaska Air Group, Inc. Common Stock (ALK) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 23 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 34 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
AAL — American Airlines Group, Inc. - Common Stock (AAL) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Ptr
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
BUD — Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 48 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
ARMK — Aramark Common Stock (ARMK) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Jun 11, 2025Sep 11, 2026
AWI — Armstrong World Industries Inc Common Stock (AWI) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Jun 11, 2025Sep 11, 2026
AVTR — Avantor, Inc. Common Stock (AVTR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Jun 11, 2025Sep 11, 2026
AVNT — Avient Corporation Common Stock (AVNT) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

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

$1,001 - $15,000

Original ↗ · Row 95 · Ptr
spouse · S (partial) · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 100 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
BJ — BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
BKH — Black Hills Corporation Common Stock (BKH) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

Jun 11, 2025Sep 11, 2026
BCO — Brinks Company (BCO) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

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

$1,001 - $15,000

Original ↗ · Row 116 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
BF.B — Brown Forman Inc Class B Common Stock (BF.B) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 123 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
BC — Brunswick Corporation Common Stock (BC) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 125 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
BURL — Burlington Stores, Inc. Common Stock (BURL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 126 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 128 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CPRI — Capri Holdings Limited Ordinary Shares (CPRI) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 131 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 133 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CHX — ChampionX Corporation (CHX) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 135 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CNO — CNO Financial Group, Inc. Common Stock (CNO) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 153 · Ptr
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CBU — Community Financial System, Inc. Common Stock (CBU) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 162 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CDP — COPT Defense Properties Common Shares of Beneficial Interest (CDP) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 168 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CNM — Core & Main, Inc. Class A Common Stock (CNM) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 169 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
CYTK — Cytokinetics, Incorporated - Common Stock (CYTK) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 185 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
DG — Dollar General Corporation Common Stock (DG) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 202 · Ptr
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
EQNR — Equinor ASA (EQNR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 239 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
ESNT — Essent Group Ltd. Common Shares (ESNT) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 245 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
EVTC — Evertec, Inc. Common Stock (EVTC) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 249 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
FNB — F.N.B. Corporation Common Stock (FNB) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 253 · Ptr
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
FFIN — First Financial Bankshares, Inc. - Common Stock (FFIN) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 255 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
FHB — First Hawaiian, Inc. - Common Stock (FHB) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 258 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
FIVE — Five Below, Inc. - Common Stock (FIVE) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 261 · Ptr
spouse · P · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026
FLO — Flowers Foods, Inc. Common Stock (FLO) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 263 · Ptr
spouse · S · $1,001 - $15,000

Jun 11, 2025Sep 11, 2026

All disclosures

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

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