Elected Trades

All politicians

Lisa McClain

Updated Sep 14, 2026

Republican · House MI09

Wikipedia biography ↗Years Elected: About 5.7Rank: #2

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

7.65%

Cumulative estimated return

SPY: 14.60%
Outperformance: -6.95 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 328 sales exceeding observed holdings (unmatched amount omitted).
  • 38 rows without a saved price.

3 years

127.49%

Cumulative estimated return

SPY: 48.14%
Outperformance: 79.35 percentage points

2024-03-11 – 2026-09-15

Missing information
  • 328 sales exceeding observed holdings (unmatched amount omitted).
  • 38 rows without a saved price.
  • Available investment history starts 2024-03-11.

5 years

127.49%

Cumulative estimated return

SPY: 48.14%
Outperformance: 79.35 percentage points

2024-03-11 – 2026-09-15

Missing information
  • 328 sales exceeding observed holdings (unmatched amount omitted).
  • 38 rows without a saved price.
  • Available investment history starts 2024-03-11.

As of Sep 15, 2026. 1404 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.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

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$197.54Sep 16, 2026Unavailable
BLKSpouseNoneUnavailableUnavailable$1037.24Sep 16, 2026Unavailable
CIENSpouseNoneUnavailableUnavailable$340.50Sep 16, 2026Unavailable
ETNSpouseNoneUnavailableUnavailable$397.80Sep 16, 2026Unavailable
FLEXSpouseNoneUnavailableUnavailable$107.90Sep 16, 2026Unavailable
HSBCSpouseNoneUnavailableUnavailableUnavailableUnavailable
HSpouseNoneUnavailableUnavailable$158.65Sep 16, 2026Unavailable
IBKRSpouseNoneUnavailableUnavailableUnavailableUnavailable
SNDRSpouseNoneUnavailableUnavailable$32.75Sep 16, 2026Unavailable
SHELSpouseNoneUnavailableUnavailableUnavailableUnavailable
TSMSpouseNoneUnavailableUnavailableUnavailableUnavailable

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 Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Albertsons Companies, Inc. Class A Common Stock (ACI) [ST]spouse428.13493549384322245740647415497.25
ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse2.3110403562298512278858247533677.97
AstraZeneca PLC - American Depositary Shares (AZN) [ST]spouse7.500851166385886708704544641214.01
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]spouse19.335657987858251477755226242114.16
Bank of America Corporation Common Stock (BAC) [ST]spouse31.20206963049473297058682331857.15
Brinks Company (BCO) [ST]spouse22.419064346989833260423887042440.32
Barclays PLC Common Stock (BCS) [ST]spouse84.88199162401116798510935322159.40
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]spouse0.22145667071987910515275634114.44
Caseys General Stores, Inc. - Common Stock (CASY) [ST]spouse0.42631250132270810525962293250.31
Core & Main, Inc. Class A Common Stock (CNM) [ST]spouse8.4646578054265762017687083347.73
Costco Wholesale Corporation - Common Stock (COST) [ST]spouse0.716556182876744151093846263645.87
Carlisle Companies Incorporated Common Stock (CSL) [ST]spouse0.1361333988175608574318693744.14
Datadog, Inc. - Class A Common Stock (DDOG) [ST]spouse13.019015436356643201501086512997.89
D.R. Horton, Inc. Common Stock (DHI) [ST]spouse13.049493195803731420625108621829.54
Duke Energy Corporation (DUK) [ST]spouse5.33239683476707299355351549628.00
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]spouse16.954839738680234623890737485788.89
Getty Realty Corporation Common Stock (GTY) [ST]spouse10.3499253461950643575114224325.30
HDFC Bank Limited Common Stock (HDB) [ST]spouse238.77167569006578279793653785391.46
Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST]spouse126.29044988161010260457774273517.19
Honda Motor Company, Ltd. Common Stock (HMC) [ST]spouse14.7141478588619953680577630473.94
IDEX Corporation Common Stock (IEX) [ST]spouse3.89505333711463061682504074867.97
McDonald's Corporation Common Stock (MCD) [ST]spouse0.64016220402147319798534276161.82
NewJersey Resources Corporation Common Stock (NJR) [ST]spouse1.245453750203503463400460766.35
Novartis AG Common Stock (NVS) [ST]spouse0.89451827614008252872092523124.00
New York Times Company (NYT) [ST]spouse0.835434115778710814279809459.91
PDD Holdings Inc. - American Depositary Shares (PDD) [ST]spouse17.372999140889055910257780711356.48
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]spouse2331.885236550615570284294812402390.12
Rio Tinto Plc Common Stock (RIO) [ST]spouse28.37256855093432779958207182759.52
Revvity, Inc. Common Stock (RVTY) [ST]spouse1.74123730688609245781144038244.10
Service Corporation International Common Stock (SCI) [ST]spouse0.9753279335218015931861347179.20
Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]spouse1.02602959910399015073142789133.24
Sherwin-Williams Company (SHW) [ST]spouse1.29154907745175482024185263417.45
SLB Limited Common Shares (SLB) [ST]spouse9.4288381270687429979618627511.04
Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]spouse446.20747350808700501952035693761.53
Sony Group Corporation American Depositary Shares (SONY) [ST]spouse46.91039788588431087648474341122.10
Spire Inc. Common Stock (SR) [ST]spouse18.181182818445695764997897371458.49
Trip.com Group Limited - American Depositary Shares (TCOM) [ST]spouse22.6136533657519020491982064887.59
TJX Companies, Inc. (TJX) [ST]spouse1.97825921317144766282982145246.49
United Bankshares, Inc. - Common Stock (UBSI) [ST]spouse218.352162031172021958616453610450.33
VeriSign, Inc. - Common Stock (VRSN) [ST]spouse0.1057677259447985193167019431.44
W.R. Berkley Corporation Common Stock (WRB) [ST]spouse5.5602799170250203970740402396.34
Exxon Mobil Corporation Common Stock (XOM) [ST]spouse77.5974760728243661814929095413138.80

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. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

2816 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
UNM — Charles Schwab Brokerage Account 924 ⇒ Unum Group Common Stock (UNM) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1414 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
UPS — Charles Schwab Brokerage Account 924 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1415 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
UNP — Charles Schwab Brokerage Account 924 ⇒ Union Pacific Corporation Common Stock (UNP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1416 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
VRSK — Charles Schwab Brokerage Account 924 ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1417 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
SONY — Charles Schwab Brokerage Account 924 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1418 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
TXT — Charles Schwab Brokerage Account 924 ⇒ Textron Inc. Common Stock (TXT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1419 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
UL — Charles Schwab Brokerage Account 924 ⇒ Unilever PLC Common Stock (UL) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1420 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
TXN — Charles Schwab Brokerage Account 924 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1421 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
THC — Charles Schwab Brokerage Account 924 ⇒ Tenet Healthcare Corporation Common Stock (THC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1422 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
RRC — Charles Schwab Brokerage Account 924 ⇒ Range Resources Corporation Common Stock (RRC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1423 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
SAP — Charles Schwab Brokerage Account 924 ⇒ SAP SE ADS (SAP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1424 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
SNY — Charles Schwab Brokerage Account 924 ⇒ Sanofi - American Depositary Shares (SNY) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1425 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
RS — Charles Schwab Brokerage Account 924 ⇒ Reliance, Inc. Common Stock (RS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1426 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
RHP — Charles Schwab Brokerage Account 924 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1427 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
RGLD — Charles Schwab Brokerage Account 924 ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1428 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
ROP — Charles Schwab Brokerage Account 924 ⇒ Roper Technologies, Inc. (ROP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1429 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
PAYX — Charles Schwab Brokerage Account 924 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1430 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
PYPL — Charles Schwab Brokerage Account 924 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1431 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MU — Charles Schwab Brokerage Account 924 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1432 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MKSI — Charles Schwab Brokerage Account 924 ⇒ MKS Inc. - Common Stock (MKSI) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1433 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
PECO — Charles Schwab Brokerage Account 924 ⇒ Phillips Edison & Company, Inc. - Common Stock (PECO) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1434 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
OTIS — Charles Schwab Brokerage Account 924 ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1435 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MRK — Charles Schwab Brokerage Account 924 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1436 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MORN — Charles Schwab Brokerage Account 924 ⇒ Morningstar, Inc. - Common Stock (MORN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1437 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
NYT — Charles Schwab Brokerage Account 924 ⇒ New York Times Company (NYT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1438 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
NOW — Charles Schwab Brokerage Account 924 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1439 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
ORLY — Charles Schwab Brokerage Account 924 ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1440 · Annual
spouse · S (partial) · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MGY — Charles Schwab Brokerage Account 924 ⇒ Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1441 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
NOVT — Charles Schwab Brokerage Account 924 ⇒ Novanta Inc. - Common Shares (NOVT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1442 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
NTES — Charles Schwab Brokerage Account 924 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1443 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
NVO — Charles Schwab Brokerage Account 924 ⇒ Novo Nordisk A/S Common Stock (NVO) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1444 · Annual
spouse · S (partial) · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
NOG — Charles Schwab Brokerage Account 924 ⇒ Northern Oil and Gas, Inc. Common Stock (NOG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1445 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MT — Charles Schwab Brokerage Account 924 ⇒ Arcelor Mittal NY Registry Shares NEW (MT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1446 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MEDP — Charles Schwab Brokerage Account 924 ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1447 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
MKC — Charles Schwab Brokerage Account 924 ⇒ McCormick & Company, Incorporated Common Stock (MKC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1448 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
GWRE — Charles Schwab Brokerage Account 924 ⇒ Guidewire Software, Inc. Common Stock (GWRE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1449 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
GGG — Charles Schwab Brokerage Account 924 ⇒ Graco Inc. Common Stock (GGG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1450 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
LNT — Charles Schwab Brokerage Account 924 ⇒ Alliant Energy Corporation (LNT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1451 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
IEX — Charles Schwab Brokerage Account 924 ⇒ IDEX Corporation Common Stock (IEX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1452 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
JNJ — Charles Schwab Brokerage Account 924 ⇒ Johnson & Johnson Common Stock (JNJ) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1453 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
INFY — Charles Schwab Brokerage Account 924 ⇒ Infosys Limited American Depositary Shares (INFY) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1454 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
LAD — Charles Schwab Brokerage Account 924 ⇒ Lithia Motors, Inc. Common Stock (LAD) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1455 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
HWM — Charles Schwab Brokerage Account 924 ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1456 · Annual
spouse · S (partial) · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
EQNR — Charles Schwab Brokerage Account 924 ⇒ Equinor ASA (EQNR) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1457 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
HON — Charles Schwab Brokerage Account 924 ⇒ Honeywell International Inc. (HON) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1458 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
EPAM — Charles Schwab Brokerage Account 924 ⇒ EPAM Systems, Inc. Common Stock (EPAM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1459 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
HIMS — Charles Schwab Brokerage Account 924 ⇒ Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1460 · Annual
spouse · P · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
HDB — Charles Schwab Brokerage Account 924 ⇒ HDFC Bank Limited Common Stock (HDB) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1461 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
GS — Charles Schwab Brokerage Account 924 ⇒ Goldman Sachs Group, Inc. (GS) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1462 · Annual
spouse · S (partial) · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026
DBX — Charles Schwab Brokerage Account 924 ⇒ Dropbox, Inc. - Class A Common Stock (DBX) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1463 · Annual
spouse · S · $1,001 - $15,000

Aug 4, 2025Sep 14, 2026

All disclosures

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

FiledReportHoldings dateAvailability
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