Elected Trades

All politicians

Lisa McClain

Estimate as of Nov 2, 2026

Republican · House MI09

Wikipedia biography ↗Years Elected: About 5.8Rank: #2

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

0.79%

Cumulative estimated return

SPY: 10.27%
Outperformance: -9.48 percentage points

2025-10-31 – 2026-11-02

Missing information
  • 326 sales exceeding observed holdings (unmatched amount omitted).
  • 43 rows without a saved price.
  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

126.67%

Cumulative estimated return

SPY: 47.10%
Outperformance: 79.57 percentage points

2024-03-11 – 2026-11-02

Missing information
  • 326 sales exceeding observed holdings (unmatched amount omitted).
  • 43 rows without a saved price.
  • Available investment history starts 2024-03-11.
  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

126.67%

Cumulative estimated return

SPY: 47.10%
Outperformance: 79.57 percentage points

2024-03-11 – 2026-11-02

Missing information
  • 326 sales exceeding observed holdings (unmatched amount omitted).
  • 43 rows without a saved price.
  • Available investment history starts 2024-03-11.
  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Nov 2, 2026. 1413 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
—Spouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
—Spouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
—Spouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
—Spouse$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
AMEDSpouseNoneUnavailableUnavailableUnavailableUnavailable
ANETSpouseNoneUnavailableUnavailable$169.91Nov 3, 2026Unavailable
BLKSpouseNoneUnavailableUnavailable$1161.32Nov 3, 2026Unavailable
CIENSpouseNoneUnavailableUnavailable$300.08Nov 3, 2026Unavailable
ETNSpouseNoneUnavailableUnavailable$391.70Nov 3, 2026Unavailable
FLEXSpouseNoneUnavailableUnavailable$88.10Nov 3, 2026Unavailable
HSBCSpouseNoneUnavailableUnavailableUnavailableUnavailable
HSpouseNoneUnavailableUnavailable$185.44Nov 3, 2026Unavailable
IBKRSpouseNoneUnavailableUnavailable$77.46Nov 3, 2026Unavailable
SNDRSpouseNoneUnavailableUnavailable$29.55Nov 3, 2026Unavailable
SHELSpouseNoneUnavailableUnavailableUnavailableUnavailable
TSMSpouseNoneUnavailableUnavailable$404.80Nov 3, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Nov 2, 2026
AssetOwnerEstimated unitsEstimated value
AbbVie Inc. Common Stock (ABBV) [ST]spouse6.441221964286131107784936931860.48
Albertsons Companies, Inc. Class A Common Stock (ACI) [ST]spouse428.13493549384322245740647415874.01
ACI Worldwide, Inc. - Common Stock (ACIW) [ST]spouse2.1429538567388271694746015125.15
Arthur J. Gallagher & Co. Common Stock (AJG) [ST]spouse0.0752647577213921943948378920.99
Allegion plc Ordinary Shares (ALLE) [ST]spouse10.460922968742710710221107012005.67
Advanced Micro Devices, Inc. (AMD) [ST]spouse31.7091881841873639827318356014803.12
ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse2.3110403562298512278858247533526.97
AptarGroup, Inc. Common Stock (ATR) [ST]spouse51.995190745434457659062845267480.03
Broadcom Inc. - Common Stock (AVGO) [ST]spouse42.5770187807089094251788098413719.59
American Express Company Common Stock (AXP) [ST]spouse5.144541090865938734160688191687.31
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]spouse19.335657987858251477755226241962.57
Bank of America Corporation Common Stock (BAC) [ST]spouse31.20206963049473297058682331546.69
Beacon Financial Corporation Common stock (BBT) [ST]spouse444.643074508296495611506182314037.38
Brinks Company (BCO) [ST]spouse22.419064346989833260423887042406.69
Becton, Dickinson and Company Common Stock (BDX) [ST]spouse0.56875685539493860915854023112.96
BlackLine, Inc. - Common Stock (BL) [ST]spouse16.3453636858945277039752006557.21
The Bank of New York Mellon Corporation Common Stock (BK) [ST]spouse14.995452362116592656190535882216.03
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]spouse0.22145667071987910515275634123.15
BWX Technologies, Inc. Common Stock (BWXT) [ST]spouse21.460072997194796871150877902799.90
CACI International, Inc. Class A Common Stock (CACI) [ST]spouse51.0083809404231276288530353434711.20
Caseys General Stores, Inc. - Common Stock (CASY) [ST]spouse0.42631250132270810525962293284.85
Caterpillar, Inc. Common Stock (CAT) [ST]spouse9.7573022745289346911397036405987.28
Chemed Corp (CHE) [ST]spouse14.355307543242661307686786777783.16
Cummins Inc. Common Stock (CMI) [ST]spouse6.425001926731053206928488183216.36
Core & Main, Inc. Class A Common Stock (CNM) [ST]spouse8.4646578054265762017687083382.18
Coherent Corp. (COHR) [ST]spouse39.666376293346858121920162827931.29
Costco Wholesale Corporation - Common Stock (COST) [ST]spouse0.716556182876744151093846263745.61
Cisco Systems, Inc. - Common Stock (CSCO) [ST]spouse0.565554316554899553548477357.47
Carlisle Companies Incorporated Common Stock (CSL) [ST]spouse0.1361333988175608574318693753.42
Cintas Corporation - Common Stock (CTAS) [ST]spouse4.668117332648147925106023071049.25
Delta Air Lines, Inc. Common Stock (DAL) [ST]spouse29.64215885731020996591954042472.75
Datadog, Inc. - Class A Common Stock (DDOG) [ST]spouse13.019015436356643201501086512813.41
D.R. Horton, Inc. Common Stock (DHI) [ST]spouse13.049493195803731420625108621995.66
Dick's Sporting Goods Inc Common Stock (DKS) [ST]spouse9.631185554083211982503992041369.94
DocuSign, Inc. - Common Stock (DOCU) [ST]spouse0.808679059560774976806016066.03
Dow Inc. Common Stock (DOW) [ST]spouse290.61024337086814384308027619933.06
Ecolab Inc. Common Stock (ECL) [ST]spouse2.94028087514760406052978206906.72
Encompass Health Corporation Common Stock (EHC) [ST]spouse3.53987169496381400255093083485.63
Elevance Health, Inc. Common Stock (ELV) [ST]spouse17.213533931172439220775675687119.52
EMCOR Group, Inc. Common Stock (EME) [ST]spouse4.780668725298472197120044013264.05
Entegris, Inc. - Common Stock (ENTG) [ST]spouse21.214101319994303735404952413215.21
Exelon Corporation (EXC) [ST]spouse15.2641718261867305348448420709.02
Fiserv, Inc. Common Stock (FI) [ST]spouse48.201590553078684178816724912503.11
Five Below, Inc. - Common Stock (FIVE) [ST]spouse13.117529353837637624056765423134.70
Fortinet, Inc. - Common Stock (FTNT) [ST]spouse8.284637512661540517534921941045.60
Fortive Corporation Common Stock (FTV) [ST]spouse1.8022300790824320634694044120.46
GameStop Corporation Common Stock (GME) [ST]spouse280.22767075306479859894921196778.71
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]spouse16.954839738680234623890737484714.12
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]spouse61.7845672833572688685152164517237.28
Getty Realty Corporation Common Stock (GTY) [ST]spouse10.3499253461950643575114224295.59
Hasbro, Inc. - Common Stock (HAS) [ST]spouse13.68383445691793221605828081619.62
HCA Healthcare, Inc. Common Stock (HCA) [ST]spouse0.007890833856846651903284413.69
Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST]spouse126.29044988161010260457774273187.57
Hewlett Packard Enterprise Company Common Stock (HPE) [ST]spouse122.60429585978263524690086316276.11
Humana Inc. Common Stock (HUM) [ST]spouse36.2997692789963657133546972814897.79
ImmunityBio, Inc. - Common Stock (IBRX) [ST]spouse1786.53641481658311450624651914202.96
IDEX Corporation Common Stock (IEX) [ST]spouse3.89505333711463061682504074921.26
Illumina, Inc. - Common Stock (ILMN) [ST]spouse29.385279847388978915055216036658.12
Gartner, Inc. Common Stock (IT) [ST]spouse0.96466032130853846314578570226.95
ITT Inc. Common Stock (ITT) [ST]spouse10.171158759506923518683326682053.76
Illinois Tool Works Inc. Common Stock (ITW) [ST]spouse0.37263100703817904595071825108.08
JP Morgan Chase & Co. Common Stock (JPM) [ST]spouse34.0127078083557452163748061311584.05
Kite Realty Group Trust Common Stock (KRG) [ST]spouse7.1572822668192903332380475184.23
Loews Corporation Common Stock (L) [ST]spouse10.278105162659055457471581161144.36
Li Auto Inc. - American Depositary Shares (LI) [ST]spouse264.86844288691454415070498652961.23
Eli Lilly and Company Common Stock (LLY) [ST]spouse0.0120141674600674750427283816.95
Louisiana-Pacific Corporation Common Stock (LPX) [ST]spouse4.09711431813555394431430754309.66
McDonald's Corporation Common Stock (MCD) [ST]spouse0.64016220402147319798534276170.05
Meta Platforms, Inc. - Class A Common Stock (META) [ST]spouse12.767849494378510640745554957746.64
MKS Inc. - Common Stock (MKSI) [ST]spouse29.440558853009236982871829685786.25
Martin Marietta Materials, Inc. Common Stock (MLM) [ST]spouse1.05709680938531814542027825583.75
Microsoft Corporation - Common Stock (MSFT) [ST]spouse23.4884586039678163642870177311911.47
MasTec, Inc. Common Stock (MTZ) [ST]spouse9.925550694119707265068286211923.27
Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST]spouse0.3663244507269460763350776053.25
Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST]spouse84.43859714727562312626668431514.83
Netflix, Inc. - Common Stock (NFLX) [ST]spouse18.254312619278499320125504281137.97
Novagold Resources Inc. (NG) [ST]spouse1106.5698478561549100968188116506.63
NewJersey Resources Corporation Common Stock (NJR) [ST]spouse1.245453750203503463400460767.48
ServiceNow, Inc. Common Stock (NOW) [ST]spouse45.298502534341061219588700944802.09
Northern Trust Corporation - Common Stock (NTRS) [ST]spouse10.798846265862676453104967341842.93
NVIDIA Corporation - Common Stock (NVDA) [ST]spouse1314.270822513710326669865163265561.56
NXP Semiconductors N.V. - Common Stock (NXPI) [ST]spouse1.46777552938505239972924886377.57
New York Times Company (NYT) [ST]spouse0.835434115778710814279809458.45
Olin Corporation Common Stock (OLN) [ST]spouse1925.38507109004739336492891034945.74
Oracle Corporation Common Stock (ORCL) [ST]spouse7.96535616955635266980739094949.63
Otis Worldwide Corporation Common Stock (OTIS) [ST]spouse7.42224023138978215268775084581.68
Ovintiv Inc. (OVV) [ST]spouse206.891647271786914921127489014023.12
Pure Storage, Inc. Class A Common Stock (PSTG) [ST]spouse71.709996809777827820478517718159.16
Palo Alto Networks, Inc. (PANW) [ST]spouse3.330654740487619737455844581171.46
PDD Holdings Inc. - American Depositary Shares (PDD) [ST]spouse17.372999140889055910257780711419.03
Pepsico, Inc. (PEP) [ST]spouse6.28503139537911395527454828882.54
Principal Financial Group Inc (PFG) [ST]spouse10.348778506026154149487805111167.45
Parker-Hannifin Corporation Common Stock (PH) [ST]spouse0.66887244325248132604475048620.91
Polaris Inc. Common Stock (PII) [ST]spouse78.72648788107150479449855604925.92
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]spouse2331.885236550615570284294812415868.41
Quanta Services, Inc. Common Stock (PWR) [ST]spouse3.235634098257628254555197632009.91
Regions Financial Corporation Common Stock (RF) [ST]spouse40.82608178518535570953904711182.73
Repligen Corporation - Common Stock (RGEN) [ST]spouse16.433011164860723884867191292842.09
Transocean Ltd (RIG) [ST]spouse5963.39449541284403669724770637151.95
Roivant Sciences Ltd. - Common Shares (ROIV) [ST]spouse319.891899144891977942166402411480.92
Rollins, Inc. Common Stock (ROL) [ST]spouse1.121260968517084270825404540.40
Science Applications International Corporation - Common Stock (SAIC) [ST]spouse66.9148906195180999162361066210231.96
Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST]spouse60.91647832533050218100607792071.16
Starbucks Corporation - Common Stock (SBUX) [ST]spouse82.530431194553331957912110588616.18
Stifel Financial Corporation Common Stock (SF) [ST]spouse10.21718537878920960079144571701.61
Somnigroup International Inc. Common Stock (SGI) [ST]spouse18.18147215269802109593974751207.61
Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]spouse1.02602959910399015073142789160.29
Sherwin-Williams Company (SHW) [ST]spouse1.29154907745175482024185263455.10
The J.M. Smucker Company Common Stock (SJM) [ST]spouse5.05594754861735481665411283664.10
SLB Limited Common Shares (SLB) [ST]spouse9.4288381270687429979618627493.22
Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]spouse446.20747350808700501952035692387.21
Sony Group Corporation American Depositary Shares (SONY) [ST]spouse46.91039682731191623778818011196.68
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]spouse136.505226209881736520585636881051.34
Sysco Corporation Common Stock (SYY) [ST]spouse4.6750334323425378081045943382.14
Trip.com Group Limited - American Depositary Shares (TCOM) [ST]spouse22.6136533657519020491982064926.82
Teradyne, Inc. (TER) [ST]spouse48.5494031872450717262035710912671.88
Teleflex Incorporated Common Stock (TFX) [ST]spouse1.15216833107816605875201004162.08
TJX Companies, Inc. (TJX) [ST]spouse1.97825921317144766282982145278.93
Thermo Fisher Scientific Inc Common Stock (TMO) [ST]spouse4.608837631279398282481403653146.22
Targa Resources, Inc. Common Stock (TRGP) [ST]spouse49.2247585061219467175290715614508.01
Tesla, Inc. - Common Stock (TSLA) [ST]spouse110.045921484117288278915206244438.74
Textron Inc. Common Stock (TXT) [ST]spouse3.81713800895352369875496395337.93
Uber Technologies, Inc. Common Stock (UBER) [ST]spouse18.506624623910646226758975061234.58
United Bankshares, Inc. - Common Stock (UBSI) [ST]spouse218.352162031172021958616453610766.95
UnitedHealth Group Incorporated Common Stock (UNH) [ST]spouse6.010753334750346295773426152406.95
Unum Group Common Stock (UNM) [ST]spouse5.4056074609855777047425984492.02
United Therapeutics Corporation - Common Stock (UTHR) [ST]spouse10.976744467198026788444311646543.57
Visa Inc. (V) [ST]spouse1.83505426150342007850465826780.83
Vontier Corporation Common Stock (VNT) [ST]spouse3.0204757692293456414963746111.24
VeriSign, Inc. - Common Stock (VRSN) [ST]spouse0.1057677259447985193167019432.62
Vistra Corp. Common Stock (VST) [ST]spouse2.57884100456930400249551591347.14
Williams Companies, Inc. (WMB) [ST]spouse1.086851387251921297315155877.37
Walmart Inc. Common Stock (WMT) [ST]spouse5.81399066610809424913343505742.39
W.R. Berkley Corporation Common Stock (WRB) [ST]spouse5.5602799170250203970740402417.91
WSFS Financial Corporation - Common Stock (WSFS) [ST]spouse3.4982197322920950037499854281.68
Watsco, Inc. Common Stock (WSO) [ST]spouse0.36136195547827978193944769114.45
West Pharmaceutical Services, Inc. Common Stock (WST) [ST]spouse0.1407909198213558684168174857.43
Essential Utilities, Inc. Common Stock (WTRG) [ST]spouse6.7261007996440813300195798298.91
Wynn Resorts, Limited - Common Stock (WYNN) [ST]spouse27.220164146223631741895308712114.19
Exxon Mobil Corporation Common Stock (XOM) [ST]spouse77.5974760728243661814929095413941.94
Yum! Brands, Inc. (YUM) [ST]spouse0.80928385129990112543924015127.54
Zoetis Inc. Class A Common Stock (ZTS) [ST]spouse1.46155745525459882501460110121.57

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
ALGNSpouseAug 4, 2025$137.77Sep 11, 2025$135.91-1.35%
TSMSpouseJun 6, 2024$162.07Aug 28, 2025$238.2747.02%
TSMSpouseNov 7, 2024$201.19Aug 28, 2025$238.2718.43%
YUMSpouseJun 24, 2025$142.70Aug 13, 2025$144.791.46%
WSOSpouseJun 17, 2025$424.29Aug 13, 2025$432.581.95%
VRSKSpouseAug 4, 2025$268.00Aug 13, 2025$264.19-1.42%
USFDSpouseJul 10, 2025$80.25Aug 13, 2025$78.65-1.99%
TPLSpouseJul 22, 2025$312.46Aug 13, 2025$294.13-5.87%
NOWSpouseJun 17, 2025$200.98Aug 13, 2025$172.66-14.09%
NOWSpouseAug 4, 2025$184.60Aug 13, 2025$172.66-6.47%
SAPSpouseJul 16, 2025$306.02Aug 13, 2025$278.82-8.89%
SAPSpouseAug 4, 2025$283.79Aug 13, 2025$278.82-1.75%
NNNSpouseJun 17, 2025$42.40Aug 13, 2025$41.61-1.86%
INFYSpouseAug 4, 2025$16.48Aug 13, 2025$16.38-0.61%
GWRESpouseAug 4, 2025$226.19Aug 13, 2025$209.01-7.60%
EQNRSpouseAug 4, 2025$25.22Aug 13, 2025$24.59-2.50%
ELVSpouseJun 24, 2025$376.42Aug 13, 2025$294.43-21.78%
ELVSpouseJul 10, 2025$345.86Aug 13, 2025$294.43-14.87%
DUOLSpouseAug 4, 2025$352.36Aug 13, 2025$327.93-6.93%
CUBESpouseAug 4, 2025$39.72Aug 13, 2025$39.54-0.45%
BILLSpouseJun 17, 2025$41.84Aug 13, 2025$40.41-3.42%
LNTSpouseAug 4, 2025$66.34Aug 13, 2025$65.37-1.46%
ZTSSpouseJul 22, 2025$151.19Aug 4, 2025$151.810.41%
XPOSpouseJul 22, 2025$133.07Aug 4, 2025$119.49-10.21%
WHRSpouseJul 22, 2025$96.52Aug 4, 2025$83.10-13.90%
UNPSpouseJul 22, 2025$229.24Aug 4, 2025$222.06-3.13%
TXNSpouseJun 17, 2025$197.69Aug 4, 2025$182.73-7.57%
THCSpouseJun 11, 2025$161.41Aug 4, 2025$161.07-0.21%
RGLDSpouseJul 22, 2025$158.09Aug 4, 2025$156.43-1.05%
ROPSpouseJul 22, 2025$563.84Aug 4, 2025$546.42-3.09%
RRCSpouseJul 22, 2025$35.65Aug 4, 2025$34.91-2.08%
PECOSpouseJul 16, 2025$34.79Aug 4, 2025$33.71-3.10%
PFESpouseJul 16, 2025$24.61Aug 4, 2025$23.53-4.39%
PAYXSpouseJul 16, 2025$142.25Aug 4, 2025$139.43-1.98%
NOVTSpouseJul 22, 2025$124.10Aug 4, 2025$124.01-0.07%
NOGSpouseJul 16, 2025$26.93Aug 4, 2025$25.11-6.76%
MORNSpouseJul 22, 2025$277.04Aug 4, 2025$270.40-2.40%
MUSpouseJul 22, 2025$109.22Aug 4, 2025$107.77-1.33%
MRKSpouseJun 24, 2025$80.32Aug 4, 2025$79.86-0.57%
MEDPSpouseJul 22, 2025$477.73Aug 4, 2025$432.43-9.48%
MKCSpouseJul 22, 2025$72.50Aug 4, 2025$70.14-3.26%
LADSpouseJul 22, 2025$314.46Aug 4, 2025$284.47-9.54%
HONSpouseJun 17, 2025$219.77Aug 4, 2025$218.78-0.45%
DOCSpouseJun 17, 2025$17.01Aug 4, 2025$16.90-0.65%
GPISpouseJul 22, 2025$414.63Aug 4, 2025$407.42-1.74%
GGGSpouseJun 17, 2025$83.60Aug 4, 2025$83.09-0.61%
FCPTSpouseJul 16, 2025$26.35Aug 4, 2025$25.68-2.54%
FRSpouseJun 17, 2025$48.76Aug 4, 2025$48.16-1.23%
EPAMSpouseJul 22, 2025$168.73Aug 4, 2025$153.30-9.14%
EMNSpouseJun 17, 2025$75.17Aug 4, 2025$60.78-19.14%

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
GL — Globe Life Inc. Common Stock (GL) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 284 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
GMED — Globus Medical, Inc. Class A Common Stock (GMED) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 287 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
HLN — Haleon plc American Depositary Shares (HLN) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 303 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 323 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
INGR — Ingredion Incorporated Common Stock (INGR) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 344 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 357 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
JKHY — Jack Henry & Associates, Inc. - Common Stock (JKHY) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 360 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
KMB — Kimberly-Clark Corporation - Common Stock (KMB) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 375 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
KMI — Kinder Morgan, Inc. Common Stock (KMI) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 376 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
MNST — Monster Beverage Corporation - Common Stock (MNST) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 430 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
NGG — National Grid Transco, PLC National Grid PLC (NGG) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 438 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
NVO — Novo Nordisk A/S Common Stock (NVO) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 473 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
OKTA — Okta, Inc. - Class A Common Stock (OKTA) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 486 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PANW — Palo Alto Networks, Inc. (PANW) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 499 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PEN — Penumbra, Inc. Common Stock (PEN) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 510 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PM — Philip Morris International Inc Common Stock (PM) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 513 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PG — Procter & Gamble Company (PG) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 520 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PRGS — Progress Software Corporation - Common Stock (PRGS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 523 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PGR — Progressive Corporation (PGR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 524 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
PWR — Quanta Services, Inc. Common Stock (PWR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 527 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
SE — Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

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

Jul 10, 2025Sep 11, 2026
SFM — Sprouts Farmers Market, Inc. - Common Stock (SFM) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 594 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 621 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
USFD — US Foods Holding Corp. Common Stock (USFD) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 673 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
VZ — Verizon Communications Inc. Common Stock (VZ) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 679 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
VNOM — Viper Energy, Inc. - Class A Common Stock (VNOM) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 687 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
WPC — W. P. Carey Inc. REIT (WPC) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 695 · Ptr
spouse · P · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
WMB — Williams Companies, Inc. (WMB) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 710 · Ptr
spouse · S · $1,001 - $15,000

Jul 10, 2025Sep 11, 2026
SMR — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 659 · Annual
spouse · P · $15,001 - $50,000

Jul 9, 2025Sep 14, 2026
SMR — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 660 · Annual
spouse · P · $15,001 - $50,000

Jul 8, 2025Sep 14, 2026
NVDA — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 661 · Annual
spouse · S · $50,001 - $100,000

Jun 26, 2025Sep 14, 2026
PLTR — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 665 · Annual
spouse · S (partial) · $100,001 - $250,000

Jun 26, 2025Sep 14, 2026
TSM — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 666 · Annual
spouse · S (partial) · $50,001 - $100,000

Jun 26, 2025Sep 14, 2026
AGCO — Charles Schwab Brokerage Account 924 ⇒ AGCO Corporation Common Stock (AGCO) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 338 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
BDX — Charles Schwab Brokerage Account 924 ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 395 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
BTI — Charles Schwab Brokerage Account 924 ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 462 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CHD — Charles Schwab Brokerage Account 924 ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 489 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CHX — Charles Schwab Brokerage Account 924 ⇒ ChampionX Corporation (CHX) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 498 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CL — Charles Schwab Brokerage Account 924 ⇒ Colgate-Palmolive Company Common Stock (CL) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 503 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CNH — Charles Schwab Brokerage Account 924 ⇒ CNH Industrial N.V. Common Shares (CNH) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 515 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CRGY — Charles Schwab Brokerage Account 924 ⇒ Crescent Energy Company Class A Common Stock (CRGY) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 551 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CVX — Charles Schwab Brokerage Account 924 ⇒ Chevron Corporation Common Stock (CVX) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 587 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
DT — Charles Schwab Brokerage Account 924 ⇒ Dynatrace, Inc. Common Stock (DT) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 618 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
DUOL — Charles Schwab Brokerage Account 924 ⇒ Duolingo, Inc. - Class A Common Stock (DUOL) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 624 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
EBAY — Charles Schwab Brokerage Account 924 ⇒ eBay Inc. - Common Stock (EBAY) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 627 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
EQNR — Charles Schwab Brokerage Account 924 ⇒ Equinor ASA (EQNR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 642 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
GFI — Charles Schwab Brokerage Account 924 ⇒ Gold Fields Limited American Depositary Shares (GFI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 734 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
GIS — Charles Schwab Brokerage Account 924 ⇒ General Mills, Inc. Common Stock (GIS) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 752 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
GMED — Charles Schwab Brokerage Account 924 ⇒ Globus Medical, Inc. Class A Common Stock (GMED) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 775 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
GSK — Charles Schwab Brokerage Account 924 ⇒ GSK plc American Depositary Shares (GSK) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 849 · Annual
spouse · S · $1,001 - $15,000

Jun 24, 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