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

7.79%

Cumulative estimated return

SPY: 14.60%
Outperformance: -6.81 percentage points

2025-09-15 – 2026-09-15

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

3 years

128.83%

Cumulative estimated return

SPY: 48.14%
Outperformance: 80.69 percentage points

2024-03-11 – 2026-09-15

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

5 years

128.83%

Cumulative estimated return

SPY: 48.14%
Outperformance: 80.69 percentage points

2024-03-11 – 2026-09-15

Missing information
  • 328 sales exceeding observed holdings (unmatched amount omitted).
  • 37 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
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
Li Auto Inc. - American Depositary Shares (LI) [ST]spouse264.86844288691454415070498653114.85
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
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
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
A — Charles Schwab Brokerage Account 924 ⇒ Agilent Technologies, Inc. Common Stock (A) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 299 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
ADP — Charles Schwab Brokerage Account 924 ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jul 16, 2025Sep 14, 2026
CDP — Charles Schwab Brokerage Account 924 ⇒ COPT Defense Properties Common Shares of Beneficial Interest (CDP) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 483 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CRM — Charles Schwab Brokerage Account 924 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (2)

$2,002–$30,000

Original ↗ · Row 557 · Annual
spouse · S · $1,001 - $15,000

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

Jul 16, 2025Sep 14, 2026
CTSH — Charles Schwab Brokerage Account 924 ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 570 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CUZ — Charles Schwab Brokerage Account 924 ⇒ Cousins Properties Incorporated Common Stock (CUZ) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 582 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
DE — Charles Schwab Brokerage Account 924 ⇒ Deere & Company Common Stock (DE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 600 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
EG — Charles Schwab Brokerage Account 924 ⇒ Everest Group, Ltd. Common Stock (EG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 633 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
EQH — Charles Schwab Brokerage Account 924 ⇒ Equitable Holdings, Inc. Common Stock (EQH) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 640 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
FANG — Charles Schwab Brokerage Account 924 ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 694 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
GIS — Charles Schwab Brokerage Account 924 ⇒ General Mills, Inc. Common Stock (GIS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 755 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
HD — Charles Schwab Brokerage Account 924 ⇒ Home Depot, Inc. (HD) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 925 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
IBM — Charles Schwab Brokerage Account 924 ⇒ International Business Machines Corporation Common Stock (IBM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1039 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
ISRG — Charles Schwab Brokerage Account 924 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1052 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
JKHY — Charles Schwab Brokerage Account 924 ⇒ Jack Henry & Associates, Inc. - Common Stock (JKHY) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1059 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
KMB — Charles Schwab Brokerage Account 924 ⇒ Kimberly-Clark Corporation - Common Stock (KMB) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1069 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LIN — Charles Schwab Brokerage Account 924 ⇒ Linde plc - Ordinary Shares (LIN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1077 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LLY — Charles Schwab Brokerage Account 924 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1081 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LSTR — Charles Schwab Brokerage Account 924 ⇒ Landstar System, Inc. - Common Stock (LSTR) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1089 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
MUFG — Charles Schwab Brokerage Account 924 ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1114 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NEM — Charles Schwab Brokerage Account 924 ⇒ Newmont Corporation (NEM) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1119 · Annual
spouse · S (partial) · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NICE — Charles Schwab Brokerage Account 924 ⇒ NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1121 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NOV — Charles Schwab Brokerage Account 924 ⇒ NOV Inc. Common Stock (NOV) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1130 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PANW — Charles Schwab Brokerage Account 924 ⇒ Palo Alto Networks, Inc. (PANW) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1151 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PGR — Charles Schwab Brokerage Account 924 ⇒ Progressive Corporation (PGR) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1158 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PRGS — Charles Schwab Brokerage Account 924 ⇒ Progress Software Corporation - Common Stock (PRGS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1165 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
SCHW — Charles Schwab Brokerage Account 924 ⇒ Charles Schwab Corporation (SCHW) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1180 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
SCI — Charles Schwab Brokerage Account 924 ⇒ Service Corporation International Common Stock (SCI) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1181 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
BRK.B — Charles Schwab Brokerage Account 924 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1319 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
META — Charles Schwab Brokerage Account 924 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1321 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WAT — Charles Schwab Brokerage Account 924 ⇒ Waters Corporation Common Stock (WAT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1323 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
LULU — Charles Schwab Brokerage Account 924 ⇒ lululemon athletica inc. - Common Stock (LULU) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1325 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
MSFT — Charles Schwab Brokerage Account 924 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1327 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
UPS — Charles Schwab Brokerage Account 924 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1328 · Annual
spouse · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
IT — Charles Schwab Brokerage Account 924 ⇒ Gartner, Inc. Common Stock (IT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1329 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WAL — Charles Schwab Brokerage Account 924 ⇒ Western Alliance Bancorporation Common Stock (WAL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1330 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
HRL — Charles Schwab Brokerage Account 924 ⇒ Hormel Foods Corporation Common Stock (HRL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1332 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
BLK — Charles Schwab Brokerage Account 924 ⇒ BlackRock, Inc. Common Stock (BLK) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1334 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
DRI — Charles Schwab Brokerage Account 924 ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1337 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PAYX — Charles Schwab Brokerage Account 924 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1339 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WDFC — Charles Schwab Brokerage Account 924 ⇒ WD-40 Company - Common Stock (WDFC) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1342 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 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 1343 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
CRWD — Charles Schwab Brokerage Account 924 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1345 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
WRB — Charles Schwab Brokerage Account 924 ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1346 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
ALEX — Charles Schwab Brokerage Account 924 ⇒ Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1349 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
SLB — Charles Schwab Brokerage Account 924 ⇒ Schlumberger N.V. Common Stock (SLB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1350 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
PECO — Charles Schwab Brokerage Account 924 ⇒ Phillips Edison & Company, Inc. - Common Stock (PECO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1352 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
FCPT — Charles Schwab Brokerage Account 924 ⇒ Four Corners Property Trust, Inc. Common Stock (FCPT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1355 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
NOG — Charles Schwab Brokerage Account 924 ⇒ Northern Oil and Gas, Inc. Common Stock (NOG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1357 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
BUD — Charles Schwab Brokerage Account 924 ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1358 · Annual
spouse · P · $1,001 - $15,000

Jul 16, 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