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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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
METASpouseJul 16, 2025$702.91Oct 14, 2025$708.650.82%
IBKRSpouseAug 13, 2025$63.49Oct 14, 2025$69.369.25%
INGRSpouseSep 25, 2025$121.01Oct 14, 2025$120.91-0.08%
HSpouseJun 17, 2025$133.96Oct 14, 2025$147.7510.29%
FLEXSpouseAug 4, 2025$50.94Oct 14, 2025$59.6017.00%
BLKSpouseJul 16, 2025$1082.24Oct 14, 2025$1194.2610.35%
ASMLSpouseJun 17, 2025$759.86Oct 14, 2025$983.1829.39%
ANETSpouseAug 13, 2025$138.01Oct 14, 2025$138.790.57%
AAPLSpouseJun 9, 2025$201.45Oct 14, 2025$247.7722.99%
AAPLSpouseJun 17, 2025$195.64Oct 14, 2025$247.7726.65%
SBACSpouseSep 11, 2025$199.44Sep 25, 2025$195.43-2.01%
RHPSpouseAug 4, 2025$93.04Sep 25, 2025$92.03-1.09%
RSSpouseAug 4, 2025$284.66Sep 25, 2025$280.58-1.43%
MMSISpouseJul 22, 2025$84.47Sep 25, 2025$80.06-5.22%
MANSpouseSep 11, 2025$39.58Sep 25, 2025$37.78-4.55%
HRLSpouseSep 11, 2025$25.42Sep 25, 2025$24.41-3.97%
FCXSpouseAug 13, 2025$42.74Sep 25, 2025$35.34-17.31%
DTSpouseSep 11, 2025$49.08Sep 25, 2025$48.60-0.98%
DPZSpouseAug 13, 2025$450.98Sep 25, 2025$422.75-6.26%
DLBSpouseSep 11, 2025$72.11Sep 25, 2025$71.40-0.98%
DHRSpouseJul 22, 2025$189.91Sep 25, 2025$181.14-4.62%
CSGPSpouseAug 13, 2025$87.56Sep 25, 2025$83.09-5.11%
CONSpouseSep 11, 2025$22.18Sep 25, 2025$20.58-7.21%
CHDSpouseAug 4, 2025$91.50Sep 25, 2025$85.84-6.19%
BCCSpouseAug 4, 2025$82.71Sep 25, 2025$76.65-7.33%
BBTSpouseAug 4, 2025$10.32Sep 25, 2025$24.20134.50%
AMGNSpouseJun 24, 2025$277.49Sep 25, 2025$271.18-2.27%
AMZNSpouseJun 17, 2025$214.82Sep 25, 2025$218.151.55%
AMZNSpouseSep 11, 2025$229.95Sep 25, 2025$218.15-5.13%
APDSpouseAug 4, 2025$287.48Sep 25, 2025$265.78-7.55%
ADCSpouseJun 11, 2025$74.54Sep 25, 2025$70.58-5.31%
ADCSpouseAug 13, 2025$72.27Sep 25, 2025$70.58-2.34%
UPSSpouseAug 4, 2025$85.02Sep 11, 2025$84.65-0.44%
TYLSpouseAug 13, 2025$580.30Sep 11, 2025$553.99-4.53%
TXRHSpouseAug 13, 2025$175.17Sep 11, 2025$167.16-4.57%
SNPSSpouseAug 13, 2025$618.57Sep 11, 2025$438.10-29.18%
PYPLSpouseAug 4, 2025$68.01Sep 11, 2025$67.27-1.09%
OGESpouseAug 13, 2025$45.65Sep 11, 2025$44.20-3.18%
MSFTSpouseJun 9, 2025$472.75Sep 11, 2025$501.015.98%
KDPSpouseJun 17, 2025$32.87Sep 11, 2025$27.59-16.06%
INTUSpouseAug 13, 2025$711.71Sep 11, 2025$660.52-7.19%
GPKSpouseJun 17, 2025$21.22Sep 11, 2025$21.06-0.75%
FCNSpouseAug 13, 2025$169.08Sep 11, 2025$166.75-1.38%
FLOSpouseAug 4, 2025$16.10Sep 11, 2025$14.27-11.37%
EXPOSpouseAug 13, 2025$72.65Sep 11, 2025$70.95-2.34%
STZSpouseJun 17, 2025$160.56Sep 11, 2025$142.98-10.95%
CVLTSpouseAug 13, 2025$191.44Sep 11, 2025$180.94-5.48%
CLSpouseAug 13, 2025$86.34Sep 11, 2025$84.06-2.64%
CARRSpouseAug 4, 2025$66.54Sep 11, 2025$62.30-6.37%
BURLSpouseAug 13, 2025$287.33Sep 11, 2025$279.26-2.81%

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
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 620 · Ptr
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 11, 2026
TTC — Toro Company (TTC) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 642 · Ptr
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 11, 2026
UL — Unilever PLC Common Stock (UL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 656 · Ptr
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 11, 2026
UBSI — United Bankshares, Inc. - Common Stock (UBSI) [ST]SpousePurchase
Source rows (2)

$2,002–$30,000

Original ↗ · Row 661 · Ptr
spouse · P · $1,001 - $15,000

Original ↗ · Row 662 · Ptr
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 11, 2026
VNT — Vontier Corporation Common Stock (VNT) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 690 · Ptr
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 11, 2026
WYNN — Wynn Resorts, Limited - Common Stock (WYNN) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 715 · Ptr
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 11, 2026
TSLA — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 667 · Annual
spouse · S (partial) · $15,001 - $50,000

Jun 2, 2025Sep 14, 2026
HUBS — Charles Schwab Brokerage Account 548 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Annual
spouse · S · $1,001 - $15,000

Mar 28, 2025Sep 14, 2026
TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 106 · Annual
spouse · P · $1,001 - $15,000

Mar 28, 2025Sep 14, 2026
HUBS — HubSpot, Inc. Common Stock (HUBS) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

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

Mar 28, 2025Sep 11, 2026
TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 631 · Ptr
spouse · P · $1,001 - $15,000

Mar 28, 2025Sep 11, 2026
CRM — Charles Schwab Brokerage Account 548 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Annual
spouse · S · $1,001 - $15,000

Mar 21, 2025Sep 14, 2026
WDAY — Charles Schwab Brokerage Account 548 ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 104 · Annual
spouse · P · $1,001 - $15,000

Mar 21, 2025Sep 14, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 550 · Ptr
spouse · S · $1,001 - $15,000

Mar 21, 2025Sep 11, 2026
WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 712 · Ptr
spouse · P · $1,001 - $15,000

Mar 21, 2025Sep 11, 2026
ANET — Charles Schwab Brokerage Account 548 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 58 · Annual
spouse · S · $1,001 - $15,000

Mar 20, 2025Sep 14, 2026
CMG — Charles Schwab Brokerage Account 548 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 59 · Annual
spouse · S · $1,001 - $15,000

Mar 20, 2025Sep 14, 2026
SYY — Charles Schwab Brokerage Account 548 ⇒ Sysco Corporation Common Stock (SYY) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 101 · Annual
spouse · P · $1,001 - $15,000

Mar 20, 2025Sep 14, 2026
VRT — Charles Schwab Brokerage Account 548 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 102 · Annual
spouse · P · $1,001 - $15,000

Mar 20, 2025Sep 14, 2026
ANET — Arista Networks, Inc. Common Stock (ANET) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 64 · Ptr
spouse · S · $1,001 - $15,000

Mar 20, 2025Sep 11, 2026
CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 141 · Ptr
spouse · S · $1,001 - $15,000

Mar 20, 2025Sep 11, 2026
SYY — Sysco Corporation Common Stock (SYY) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 605 · Ptr
spouse · P · $1,001 - $15,000

Mar 20, 2025Sep 11, 2026
VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 685 · Ptr
spouse · P · $1,001 - $15,000

Mar 20, 2025Sep 11, 2026
ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 56 · Annual
spouse · P · $1,001 - $15,000

Mar 13, 2025Sep 14, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 217 · Ptr
spouse · P · $1,001 - $15,000

Mar 13, 2025Sep 11, 2026
DT — Charles Schwab Brokerage Account 548 ⇒ Dynatrace, Inc. Common Stock (DT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 51 · Annual
spouse · S · $1,001 - $15,000

Mar 12, 2025Sep 14, 2026
EMR — Charles Schwab Brokerage Account 548 ⇒ Emerson Electric Company Common Stock (EMR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Annual
spouse · S · $1,001 - $15,000

Mar 12, 2025Sep 14, 2026
NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 57 · Annual
spouse · P · $1,001 - $15,000

Mar 12, 2025Sep 14, 2026
DT — Dynatrace, Inc. Common Stock (DT) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 212 · Ptr
spouse · S · $1,001 - $15,000

Mar 12, 2025Sep 11, 2026
EMR — Emerson Electric Company Common Stock (EMR) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 232 · Ptr
spouse · S · $1,001 - $15,000

Mar 12, 2025Sep 11, 2026
NOW — ServiceNow, Inc. Common Stock (NOW) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 576 · Ptr
spouse · P · $1,001 - $15,000

Mar 12, 2025Sep 11, 2026
WMB — Charles Schwab Brokerage Account 548 ⇒ Williams Companies, Inc. (WMB) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 50 · Annual
spouse · P · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
WMB — Williams Companies, Inc. (WMB) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 711 · Ptr
spouse · P · $1,001 - $15,000

Feb 24, 2025Sep 11, 2026
SHW — Charles Schwab Brokerage Account 548 ⇒ Sherwin-Williams Company (SHW) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Annual
spouse · S · $1,001 - $15,000

Feb 21, 2025Sep 14, 2026
TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 47 · Annual
spouse · S · $1,001 - $15,000

Feb 21, 2025Sep 14, 2026
HUBS — Charles Schwab Brokerage Account 548 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 48 · Annual
spouse · P · $1,001 - $15,000

Feb 21, 2025Sep 14, 2026
UBER — Charles Schwab Brokerage Account 548 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 49 · Annual
spouse · P · $1,001 - $15,000

Feb 21, 2025Sep 14, 2026
HUBS — HubSpot, Inc. Common Stock (HUBS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 333 · Ptr
spouse · P · $1,001 - $15,000

Feb 21, 2025Sep 11, 2026
SHW — Sherwin-Williams Company (SHW) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 579 · Ptr
spouse · S · $1,001 - $15,000

Feb 21, 2025Sep 11, 2026
TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 632 · Ptr
spouse · S · $1,001 - $15,000

Feb 21, 2025Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 655 · Ptr
spouse · P · $1,001 - $15,000

Feb 21, 2025Sep 11, 2026
INTU — Charles Schwab Brokerage Account 548 ⇒ Intuit Inc. - Common Stock (INTU) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 45 · Annual
spouse · S · $1,001 - $15,000

Feb 14, 2025Sep 14, 2026
INTU — Intuit Inc. - Common Stock (INTU) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 352 · Ptr
spouse · S · $1,001 - $15,000

Feb 14, 2025Sep 11, 2026
ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 41 · Annual
spouse · S · $1,001 - $15,000

Feb 5, 2025Sep 14, 2026
NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 42 · Annual
spouse · S · $1,001 - $15,000

Feb 5, 2025Sep 14, 2026
DT — Charles Schwab Brokerage Account 548 ⇒ Dynatrace, Inc. Common Stock (DT) [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

Feb 5, 2025Sep 14, 2026
EMR — Charles Schwab Brokerage Account 548 ⇒ Emerson Electric Company Common Stock (EMR) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 44 · Annual
spouse · P · $1,001 - $15,000

Feb 5, 2025Sep 14, 2026
DT — Dynatrace, Inc. Common Stock (DT) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 213 · Ptr
spouse · P · $1,001 - $15,000

Feb 5, 2025Sep 11, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 216 · Ptr
spouse · S · $1,001 - $15,000

Feb 5, 2025Sep 11, 2026
EMR — Emerson Electric Company Common Stock (EMR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 233 · Ptr
spouse · P · $1,001 - $15,000

Feb 5, 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