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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1601 annual source rows remain unresolved or superseded; excluded from usable transactions.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$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
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
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%
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%
DBXSpouseJul 22, 2025$27.88Aug 4, 2025$26.68-4.30%

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
VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 682 · Ptr
spouse · S · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 693 · Ptr
spouse · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 374 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
BKR — Charles Schwab Brokerage Account 924 ⇒ Baker Hughes Company - Common Stock (BKR) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 419 · Annual
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
DELL — Charles Schwab Brokerage Account 924 ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 605 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
EC — Charles Schwab Brokerage Account 924 ⇒ Ecopetrol S.A. American Depositary Shares (EC) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 629 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
GOOG — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 831 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
HDB — Charles Schwab Brokerage Account 924 ⇒ HDFC Bank Limited Common Stock (HDB) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 944 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
JPM — Charles Schwab Brokerage Account 924 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1063 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
LXP — Charles Schwab Brokerage Account 924 ⇒ LXP Industrial Trust Common Stock (LXP) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1092 · Annual
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
MCO — Charles Schwab Brokerage Account 924 ⇒ Moody's Corporation Common Stock (MCO) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1098 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
MLM — Charles Schwab Brokerage Account 924 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1105 · Annual
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
NVDA — Charles Schwab Brokerage Account 924 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1138 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
NVS — Charles Schwab Brokerage Account 924 ⇒ Novartis AG Common Stock (NVS) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1144 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
PDD — Charles Schwab Brokerage Account 924 ⇒ PDD Holdings Inc. - American Depositary Shares (PDD) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1154 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
PHI — Charles Schwab Brokerage Account 924 ⇒ PLDT Inc. Sponsored ADR (PHI) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1160 · Annual
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
RGLD — Charles Schwab Brokerage Account 924 ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1167 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
SAP — Charles Schwab Brokerage Account 924 ⇒ SAP SE ADS (SAP) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1173 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
TMO — Charles Schwab Brokerage Account 924 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1213 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
VNT — Charles Schwab Brokerage Account 924 ⇒ Vontier Corporation Common Stock (VNT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1333 · Annual
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
VRT — Charles Schwab Brokerage Account 924 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1340 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
VRTX — Charles Schwab Brokerage Account 924 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1341 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
BKR — Baker Hughes Company - Common Stock (BKR) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 88 · Ptr
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 115 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
DELL — Dell Technologies Inc. Class C Common Stock (DELL) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 193 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
EC — Ecopetrol S.A. American Depositary Shares (EC) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 224 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
HDB — HDFC Bank Limited Common Stock (HDB) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 308 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 365 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
LXP — LXP Industrial Trust Common Stock (LXP) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 396 · Ptr
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
MLM — Martin Marietta Materials, Inc. Common Stock (MLM) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 404 · Ptr
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
MCO — Moody's Corporation Common Stock (MCO) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 432 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
NVS — Novartis AG Common Stock (NVS) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 467 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 482 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
PDD — PDD Holdings Inc. - American Depositary Shares (PDD) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 509 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
PHI — PLDT Inc. Sponsored ADR (PHI) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 516 · Ptr
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
RGLD — Royal Gold, Inc. - Common Stock (RGLD) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 548 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
SAP — SAP SE ADS (SAP) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 557 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 635 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 683 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]SpouseSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 684 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
VNT — Vontier Corporation Common Stock (VNT) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 691 · Ptr
spouse · S · $1,001 - $15,000

Jun 10, 2025Sep 11, 2026
PANW — Charles Schwab Brokerage Account 924 ⇒ Palo Alto Networks, Inc. (PANW) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 132 · Annual
spouse · S (partial) · $1,001 - $15,000

Jun 9, 2025Sep 14, 2026
JPM — Charles Schwab Brokerage Account 924 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 136 · Annual
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 14, 2026
MSFT — Charles Schwab Brokerage Account 924 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 137 · Annual
spouse · P · $15,001 - $50,000

Jun 9, 2025Sep 14, 2026
AMZN — Charles Schwab Brokerage Account 924 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 138 · Annual
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 14, 2026
TSLA — Charles Schwab Brokerage Account 924 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jun 9, 2025Sep 14, 2026
TSM — Charles Schwab Brokerage Account 924 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 143 · Annual
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 14, 2026
WYNN — Charles Schwab Brokerage Account 924 ⇒ Wynn Resorts, Limited - Common Stock (WYNN) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 144 · Annual
spouse · P · $1,001 - $15,000

Jun 9, 2025Sep 14, 2026
PDD — Charles Schwab Brokerage Account 924 ⇒ PDD Holdings Inc. - American Depositary Shares (PDD) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 148 · Annual
spouse · P · $1,001 - $15,000

Jun 9, 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