Elected Trades

All politicians

Lisa McClain

Updated Sep 14, 2026

Republican · House MI09

Wikipedia biography ↗Years Elected: About 5.7Rank: #3

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

7.80%

Cumulative estimated return

SPY: 14.60%
Outperformance: -6.80 percentage points

2025-09-15 – 2026-09-15

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

3 years

127.55%

Cumulative estimated return

SPY: 48.14%
Outperformance: 79.41 percentage points

2024-03-11 – 2026-09-15

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

5 years

127.55%

Cumulative estimated return

SPY: 48.14%
Outperformance: 79.41 percentage points

2024-03-11 – 2026-09-15

Missing information
  • 327 sales exceeding observed holdings (unmatched amount omitted).
  • 50 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$192.84Sep 15, 2026Unavailable
BLKSpouseNoneUnavailableUnavailable$1058.66Sep 15, 2026Unavailable
CIENSpouseNoneUnavailableUnavailable$334.33Sep 15, 2026Unavailable
ETNSpouseNoneUnavailableUnavailable$392.40Sep 15, 2026Unavailable
FLEXSpouseNoneUnavailableUnavailable$108.00Sep 15, 2026Unavailable
HSBCSpouseNoneUnavailableUnavailableUnavailableUnavailable
HSpouseNoneUnavailableUnavailable$160.19Sep 15, 2026Unavailable
IBKRSpouseNoneUnavailableUnavailableUnavailableUnavailable
SNDRSpouseNoneUnavailableUnavailable$34.30Sep 15, 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

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
ORLY — Charles Schwab Brokerage Account 893 ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 919 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
OPCH — Charles Schwab Brokerage Account 893 ⇒ Option Care Health, Inc. - Common Stock (OPCH) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 920 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
ORCL — Charles Schwab Brokerage Account 893 ⇒ Oracle Corporation Common Stock (ORCL) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 921 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
OSK — Charles Schwab Brokerage Account 893 ⇒ Oshkosh Corporation (OSK) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 922 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
OTIS — Charles Schwab Brokerage Account 893 ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 923 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PLTR — Charles Schwab Brokerage Account 893 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 924 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PDD — Charles Schwab Brokerage Account 893 ⇒ PDD Holdings Inc. - American Depositary Shares (PDD) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 928 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PEP — Charles Schwab Brokerage Account 893 ⇒ Pepsico, Inc. (PEP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 929 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PFGC — Charles Schwab Brokerage Account 893 ⇒ Performance Food Group Company Common Stock (PFGC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 930 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PII — Charles Schwab Brokerage Account 893 ⇒ Polaris Inc. Common Stock (PII) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 931 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PFG — Charles Schwab Brokerage Account 893 ⇒ Principal Financial Group Inc (PFG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 932 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PSTG — Charles Schwab Brokerage Account 893 ⇒ Pure Storage, Inc. Class A Common Stock (PSTG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 933 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
QLYS — Charles Schwab Brokerage Account 893 ⇒ Qualys, Inc. - Common Stock (QLYS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 934 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
PWR — Charles Schwab Brokerage Account 893 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 935 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
RBA — Charles Schwab Brokerage Account 893 ⇒ RB Global, Inc. Common Stock (RBA) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 936 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
RF — Charles Schwab Brokerage Account 893 ⇒ Regions Financial Corporation Common Stock (RF) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 937 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
RGEN — Charles Schwab Brokerage Account 893 ⇒ Repligen Corporation - Common Stock (RGEN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 938 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
RIO — Charles Schwab Brokerage Account 893 ⇒ Rio Tinto Plc Common Stock (RIO) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 939 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
ROIV — Charles Schwab Brokerage Account 893 ⇒ Roivant Sciences Ltd. - Common Shares (ROIV) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 940 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SNDK — Charles Schwab Brokerage Account 893 ⇒ Sandisk Corporation - Common Stock (SNDK) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 941 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SAP — Charles Schwab Brokerage Account 893 ⇒ SAP SE ADS (SAP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 942 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SAIC — Charles Schwab Brokerage Account 893 ⇒ Science Applications International Corporation - Common Stock (SAIC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 943 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SBCF — Charles Schwab Brokerage Account 893 ⇒ Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 947 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SRE — Charles Schwab Brokerage Account 893 ⇒ DBA Sempra Common Stock (SRE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 948 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SHW — Charles Schwab Brokerage Account 893 ⇒ Sherwin-Williams Company (SHW) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 949 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SLB — Charles Schwab Brokerage Account 893 ⇒ SLB Limited Common Shares (SLB) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 950 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SJM — Charles Schwab Brokerage Account 893 ⇒ The J.M. Smucker Company Common Stock (SJM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 951 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SGI — Charles Schwab Brokerage Account 893 ⇒ Somnigroup International Inc. Common Stock (SGI) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 952 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SONY — Charles Schwab Brokerage Account 893 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 953 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SR — Charles Schwab Brokerage Account 893 ⇒ Spire Inc. Common Stock (SR) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 954 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SFM — Charles Schwab Brokerage Account 893 ⇒ Sprouts Farmers Market, Inc. - Common Stock (SFM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 955 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SF — Charles Schwab Brokerage Account 893 ⇒ Stifel Financial Corporation Common Stock (SF) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 956 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
SYY — Charles Schwab Brokerage Account 893 ⇒ Sysco Corporation Common Stock (SYY) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 957 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TMUS — Charles Schwab Brokerage Account 893 ⇒ T-Mobile US, Inc. (TMUS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 958 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TSM — Charles Schwab Brokerage Account 893 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 959 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TMHC — Charles Schwab Brokerage Account 893 ⇒ Taylor Morrison Home Corporation Common Stock (TMHC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 960 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TER — Charles Schwab Brokerage Account 893 ⇒ Teradyne, Inc. (TER) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 961 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TSLA — Charles Schwab Brokerage Account 893 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 962 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TXT — Charles Schwab Brokerage Account 893 ⇒ Textron Inc. Common Stock (TXT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 963 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
KO — Charles Schwab Brokerage Account 893 ⇒ Coca-Cola Company (KO) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 964 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TMO — Charles Schwab Brokerage Account 893 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 965 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
TCOM — Charles Schwab Brokerage Account 893 ⇒ Trip.com Group Limited - American Depositary Shares (TCOM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 966 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UBER — Charles Schwab Brokerage Account 893 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 967 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UTHR — Charles Schwab Brokerage Account 893 ⇒ United Therapeutics Corporation - Common Stock (UTHR) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 968 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UNH — Charles Schwab Brokerage Account 893 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 969 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UNM — Charles Schwab Brokerage Account 893 ⇒ Unum Group Common Stock (UNM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 970 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
UE — Charles Schwab Brokerage Account 893 ⇒ Urban Edge Properties Common Shares of Beneficial Interest (UE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 971 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
VALE — Charles Schwab Brokerage Account 893 ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 972 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
VRT — Charles Schwab Brokerage Account 893 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 973 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 2025Sep 14, 2026
V — Charles Schwab Brokerage Account 893 ⇒ Visa Inc. (V) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 974 · Annual
spouse · S · $1,001 - $15,000

Oct 31, 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 establishedNeeds review
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
Not establishedNeeds review