Lisa McClain

Estimate as of Oct 26, 2026

Republican · House MI09

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

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2021 – Nov 3, 2026

Estimated public-equity portfolio performance

1 year

5.83%

Cumulative estimated return

SPY: 13.01%
Outperformance: -7.18 percentage points

2025-10-24 – 2026-10-26

Missing information

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1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

133.32%

Cumulative estimated return

SPY: 49.70%
Outperformance: 83.62 percentage points

2024-03-11 – 2026-10-26

Missing information

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1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

133.32%

Cumulative estimated return

SPY: 49.70%
Outperformance: 83.62 percentage points

2024-03-11 – 2026-10-26

Missing information

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1601 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 1413 parsed trades. Ranks use three-year return.

How estimates are calculated

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

Current holdings

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

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
—	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Spouse	$100,001 - $250,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Spouse	$100,001 - $250,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Spouse	$50,001 - $100,000	Unavailable	Unavailable	Unavailable	Unavailable
AMED	Spouse	None	Unavailable	Unavailable	Unavailable	Unavailable
ANET	Spouse	None	Unavailable	Unavailable	$164.14Nov 2, 2026	Unavailable
BLK	Spouse	None	Unavailable	Unavailable	$1167.15Nov 2, 2026	Unavailable
CIEN	Spouse	None	Unavailable	Unavailable	$284.34Nov 2, 2026	Unavailable
ETN	Spouse	None	Unavailable	Unavailable	$366.07Nov 2, 2026	Unavailable
FLEX	Spouse	None	Unavailable	Unavailable	$84.20Nov 2, 2026	Unavailable
HSBC	Spouse	None	Unavailable	Unavailable	Unavailable	Unavailable
H	Spouse	None	Unavailable	Unavailable	$185.96Nov 2, 2026	Unavailable
IBKR	Spouse	None	Unavailable	Unavailable	$74.83Nov 2, 2026	Unavailable
SNDR	Spouse	None	Unavailable	Unavailable	$29.56Nov 2, 2026	Unavailable
SHEL	Spouse	None	Unavailable	Unavailable	Unavailable	Unavailable
TSM	Spouse	None	Unavailable	Unavailable	$398.63Nov 2, 2026	Unavailable

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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
AbbVie Inc. Common Stock (ABBV) [ST]	spouse	6.44122196428613110778493693	1846.96
Albertsons Companies, Inc. Class A Common Stock (ACI) [ST]	spouse	428.1349354938432224574064741	5985.33
ACI Worldwide, Inc. - Common Stock (ACIW) [ST]	spouse	2.1429538567388271694746015	119.32
Arthur J. Gallagher & Co. Common Stock (AJG) [ST]	spouse	0.07526475772139219439483789	20.08
Allegion plc Ordinary Shares (ALLE) [ST]	spouse	10.46092296874271071022110701	1864.35
Advanced Micro Devices, Inc. (AMD) [ST]	spouse	31.70918818418736398273183560	16846.46
ASML Holding N.V. - New York Registry Shares (ASML) [ST]	spouse	2.311040356229851227885824753	3676.63
AptarGroup, Inc. Common Stock (ATR) [ST]	spouse	51.99519074543445765906284526	6607.03
Broadcom Inc. - Common Stock (AVGO) [ST]	spouse	42.57701878070890942517880984	14015.08
American Express Company Common Stock (AXP) [ST]	spouse	5.14454109086593873416068819	1620.79
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]	spouse	19.33565798785825147775522624	1938.40
Bank of America Corporation Common Stock (BAC) [ST]	spouse	31.2020696304947329705868233	1576.33
Beacon Financial Corporation Common stock (BBT) [ST]	spouse	444.6430745082964956115061823	13721.69
Brinks Company (BCO) [ST]	spouse	22.41906434698983326042388704	2486.05
Becton, Dickinson and Company Common Stock (BDX) [ST]	spouse	0.56875685539493860915854023	111.70
BlackLine, Inc. - Common Stock (BL) [ST]	spouse	16.3453636858945277039752006	558.68
The Bank of New York Mellon Corporation Common Stock (BK) [ST]	spouse	14.99545236211659265619053588	2207.03
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	spouse	0.22145667071987910515275634	121.48
BWX Technologies, Inc. Common Stock (BWXT) [ST]	spouse	21.46007299719479687115087790	2815.56
Caseys General Stores, Inc. - Common Stock (CASY) [ST]	spouse	0.42631250132270810525962293	300.09
Caterpillar, Inc. Common Stock (CAT) [ST]	spouse	9.757302274528934691139703640	6753.32
Chemed Corp (CHE) [ST]	spouse	14.35530754324266130768678677	7362.84
Cummins Inc. Common Stock (CMI) [ST]	spouse	6.42500192673105320692848818	3354.69
Core & Main, Inc. Class A Common Stock (CNM) [ST]	spouse	8.4646578054265762017687083	358.73
Coherent Corp. (COHR) [ST]	spouse	39.66637629334685812192016282	8786.10
Costco Wholesale Corporation - Common Stock (COST) [ST]	spouse	0.716556182876744151093846263	720.25
Cisco Systems, Inc. - Common Stock (CSCO) [ST]	spouse	0.5655543165548995535484773	62.35
Carlisle Companies Incorporated Common Stock (CSL) [ST]	spouse	0.13613339881756085743186937	47.10
Cintas Corporation - Common Stock (CTAS) [ST]	spouse	4.66811733264814792510602307	1054.67
Delta Air Lines, Inc. Common Stock (DAL) [ST]	spouse	29.6421588573102099659195404	2346.47
Datadog, Inc. - Class A Common Stock (DDOG) [ST]	spouse	13.01901543635664320150108651	3648.45
D.R. Horton, Inc. Common Stock (DHI) [ST]	spouse	13.04949319580373142062510862	1912.01
Dick's Sporting Goods Inc Common Stock (DKS) [ST]	spouse	9.63118555408321198250399204	1391.51
DocuSign, Inc. - Common Stock (DOCU) [ST]	spouse	0.8086790595607749768060160	68.65
Dow Inc. Common Stock (DOW) [ST]	spouse	290.6102433708681438430802761	9877.84
Ecolab Inc. Common Stock (ECL) [ST]	spouse	2.94028087514760406052978206	849.42
Encompass Health Corporation Common Stock (EHC) [ST]	spouse	3.53987169496381400255093083	439.30
Elevance Health, Inc. Common Stock (ELV) [ST]	spouse	17.21353393117243922077567568	7424.54
EMCOR Group, Inc. Common Stock (EME) [ST]	spouse	4.78066872529847219712004401	3183.59
Entegris, Inc. - Common Stock (ENTG) [ST]	spouse	21.21410131999430373540495241	2974.64
Exelon Corporation (EXC) [ST]	spouse	15.2641718261867305348448420	679.87
Fiserv, Inc. Common Stock (FI) [ST]	spouse	48.20159055307868417881672491	2329.58
Five Below, Inc. - Common Stock (FIVE) [ST]	spouse	13.11752935383763762405676542	3017.03
Fortinet, Inc. - Common Stock (FTNT) [ST]	spouse	8.28463751266154051753492194	1518.82
Fortive Corporation Common Stock (FTV) [ST]	spouse	1.8022300790824320634694044	109.54
GameStop Corporation Common Stock (GME) [ST]	spouse	280.2276707530647985989492119	6697.44
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	16.95483973868023462389073748	5327.04
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	spouse	61.78456728335726886851521645	19573.35
Getty Realty Corporation Common Stock (GTY) [ST]	spouse	10.3499253461950643575114224	290.32
Hasbro, Inc. - Common Stock (HAS) [ST]	spouse	13.6838344569179322160582808	1614.15
HCA Healthcare, Inc. Common Stock (HCA) [ST]	spouse	0.00789083385684665190328441	3.67
Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST]	spouse	126.2904498816101026045777427	3484.35
Hewlett Packard Enterprise Company Common Stock (HPE) [ST]	spouse	122.6042958597826352469008631	7199.32
Humana Inc. Common Stock (HUM) [ST]	spouse	36.29976927899636571335469728	15144.99
ImmunityBio, Inc. - Common Stock (IBRX) [ST]	spouse	1786.536414816583114506246519	13952.85
IDEX Corporation Common Stock (IEX) [ST]	spouse	3.89505333711463061682504074	899.99
Illumina, Inc. - Common Stock (ILMN) [ST]	spouse	29.38527984738897891505521603	7964.59
Gartner, Inc. Common Stock (IT) [ST]	spouse	0.96466032130853846314578570	222.87
ITT Inc. Common Stock (ITT) [ST]	spouse	10.17115875950692351868332668	1940.56
Illinois Tool Works Inc. Common Stock (ITW) [ST]	spouse	0.37263100703817904595071825	102.93
JP Morgan Chase & Co. Common Stock (JPM) [ST]	spouse	34.01270780835574521637480613	11361.60
Kite Realty Group Trust Common Stock (KRG) [ST]	spouse	7.1572822668192903332380475	176.50
Loews Corporation Common Stock (L) [ST]	spouse	10.27810516265905545747158116	1145.19
Li Auto Inc. - American Depositary Shares (LI) [ST]	spouse	264.8684428869145441507049865	3006.26
Eli Lilly and Company Common Stock (LLY) [ST]	spouse	0.01201416746006747504272838	15.37
Louisiana-Pacific Corporation Common Stock (LPX) [ST]	spouse	4.09711431813555394431430754	295.12
McDonald's Corporation Common Stock (MCD) [ST]	spouse	0.64016220402147319798534276	160.57
Meta Platforms, Inc. - Class A Common Stock (META) [ST]	spouse	12.76784949437851064074555495	8050.90
MKS Inc. - Common Stock (MKSI) [ST]	spouse	29.44055885300923698287182968	5955.24
Martin Marietta Materials, Inc. Common Stock (MLM) [ST]	spouse	1.05709680938531814542027825	532.69
Microsoft Corporation - Common Stock (MSFT) [ST]	spouse	23.48845860396781636428701773	12509.95
MasTec, Inc. Common Stock (MTZ) [ST]	spouse	9.92555069411970726506828621	1713.05
Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST]	spouse	0.36632445072694607633507760	53.44
Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST]	spouse	84.4385971472756231262666843	1287.69
Netflix, Inc. - Common Stock (NFLX) [ST]	spouse	18.25431261927849932012550428	1166.45
Novagold Resources Inc. (NG) [ST]	spouse	1106.569847856154910096818811	6617.29
NewJersey Resources Corporation Common Stock (NJR) [ST]	spouse	1.2454537502035034634004607	66.25
ServiceNow, Inc. Common Stock (NOW) [ST]	spouse	45.29850253434106121958870094	7165.32
Northern Trust Corporation - Common Stock (NTRS) [ST]	spouse	10.79884626586267645310496734	1830.94
NVIDIA Corporation - Common Stock (NVDA) [ST]	spouse	1314.270822513710326669865163	283882.50
NXP Semiconductors N.V. - Common Stock (NXPI) [ST]	spouse	1.46777552938505239972924886	360.82
New York Times Company (NYT) [ST]	spouse	0.8354341157787108142798094	59.03
Olin Corporation Common Stock (OLN) [ST]	spouse	1925.385071090047393364928910	30690.64
Oracle Corporation Common Stock (ORCL) [ST]	spouse	7.96535616955635266980739094	1004.11
Otis Worldwide Corporation Common Stock (OTIS) [ST]	spouse	7.42224023138978215268775084	558.67
Ovintiv Inc. (OVV) [ST]	spouse	206.8916472717869149211274890	15009.99
Pure Storage, Inc. Class A Common Stock (PSTG) [ST]	spouse	71.70999680977782782047851771	9417.67
Palo Alto Networks, Inc. (PANW) [ST]	spouse	3.33065474048761973745584458	1300.49
PDD Holdings Inc. - American Depositary Shares (PDD) [ST]	spouse	17.37299914088905591025778071	1357.35
Pepsico, Inc. (PEP) [ST]	spouse	6.28503139537911395527454828	851.37
Principal Financial Group Inc (PFG) [ST]	spouse	10.34877850602615414948780511	1139.71
Parker-Hannifin Corporation Common Stock (PH) [ST]	spouse	0.66887244325248132604475048	604.95
Polaris Inc. Common Stock (PII) [ST]	spouse	78.7264878810715047944985560	4341.77
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	spouse	2331.885236550615570284294812	463672.06
Quanta Services, Inc. Common Stock (PWR) [ST]	spouse	3.23563409825762825455519763	1824.67
Regions Financial Corporation Common Stock (RF) [ST]	spouse	40.8260817851853557095390471	1168.03
Repligen Corporation - Common Stock (RGEN) [ST]	spouse	16.43301116486072388486719129	2960.74
Transocean Ltd (RIG) [ST]	spouse	5963.394495412844036697247706	38940.97
Roivant Sciences Ltd. - Common Shares (ROIV) [ST]	spouse	319.8918991448919779421664024	11532.10
Rollins, Inc. Common Stock (ROL) [ST]	spouse	1.1212609685170842708254045	38.74
Science Applications International Corporation - Common Stock (SAIC) [ST]	spouse	66.91489061951809991623610662	9937.53
Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST]	spouse	60.9164783253305021810060779	2050.45
Starbucks Corporation - Common Stock (SBUX) [ST]	spouse	82.53043119455333195791211058	8475.05
Stifel Financial Corporation Common Stock (SF) [ST]	spouse	10.21718537878920960079144571	679.65
Somnigroup International Inc. Common Stock (SGI) [ST]	spouse	18.1814721526980210959397475	1129.61
Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]	spouse	1.02602959910399015073142789	172.56
Sherwin-Williams Company (SHW) [ST]	spouse	1.29154907745175482024185263	432.88
The J.M. Smucker Company Common Stock (SJM) [ST]	spouse	5.05594754861735481665411283	650.40
SLB Limited Common Shares (SLB) [ST]	spouse	9.4288381270687429979618627	500.48
Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST]	spouse	446.2074735080870050195203569	2351.51
Sony Group Corporation American Depositary Shares (SONY) [ST]	spouse	46.9103968273119162377881801	1221.08
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]	spouse	136.5052262098817365205856368	87938.03
Sysco Corporation Common Stock (SYY) [ST]	spouse	4.6750334323425378081045943	384.10
Trip.com Group Limited - American Depositary Shares (TCOM) [ST]	spouse	22.6136533657519020491982064	902.51
Teradyne, Inc. (TER) [ST]	spouse	48.54940318724507172620357109	15001.77
Teleflex Incorporated Common Stock (TFX) [ST]	spouse	1.15216833107816605875201004	157.62
TJX Companies, Inc. (TJX) [ST]	spouse	1.97825921317144766282982145	284.28
Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	spouse	4.60883763127939828248140365	3156.55
Targa Resources, Inc. Common Stock (TRGP) [ST]	spouse	49.22475850612194671752907156	14997.80
Tesla, Inc. - Common Stock (TSLA) [ST]	spouse	110.0459214841172882789152062	43096.18
Textron Inc. Common Stock (TXT) [ST]	spouse	3.81713800895352369875496395	298.16
Uber Technologies, Inc. Common Stock (UBER) [ST]	spouse	18.50662462391064622675897506	1223.84
United Bankshares, Inc. - Common Stock (UBSI) [ST]	spouse	218.3521620311720219586164536	10681.79
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	spouse	6.01075333475034629577342615	2468.62
Unum Group Common Stock (UNM) [ST]	spouse	5.4056074609855777047425984	487.15
United Therapeutics Corporation - Common Stock (UTHR) [ST]	spouse	10.97674446719802678844431164	6507.45
Visa Inc. (V) [ST]	spouse	1.83505426150342007850465826	741.66
Vontier Corporation Common Stock (VNT) [ST]	spouse	3.0204757692293456414963746	104.51
VeriSign, Inc. - Common Stock (VRSN) [ST]	spouse	0.10576772594479851931670194	32.65
Vistra Corp. Common Stock (VST) [ST]	spouse	2.57884100456930400249551591	365.50
Williams Companies, Inc. (WMB) [ST]	spouse	1.0868513872519212973151558	77.98
Walmart Inc. Common Stock (WMT) [ST]	spouse	5.81399066610809424913343505	699.36
W.R. Berkley Corporation Common Stock (WRB) [ST]	spouse	5.5602799170250203970740402	410.29
WSFS Financial Corporation - Common Stock (WSFS) [ST]	spouse	3.4982197322920950037499854	278.35
Watsco, Inc. Common Stock (WSO) [ST]	spouse	0.36136195547827978193944769	110.33
West Pharmaceutical Services, Inc. Common Stock (WST) [ST]	spouse	0.14079091982135586841681748	55.57
Essential Utilities, Inc. Common Stock (WTRG) [ST]	spouse	6.7261007996440813300195798	287.61
Wynn Resorts, Limited - Common Stock (WYNN) [ST]	spouse	27.22016414622363174189530871	2019.74
Exxon Mobil Corporation Common Stock (XOM) [ST]	spouse	77.59747607282436618149290954	14319.84
Yum! Brands, Inc. (YUM) [ST]	spouse	0.80928385129990112543924015	120.96

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.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
WYNN	Spouse	Oct 30, 2025	$119.77	Oct 31, 2025	$118.99	-0.65%
WSFS	Spouse	Oct 30, 2025	$52.83	Oct 31, 2025	$52.09	-1.40%
WMT	Spouse	Oct 30, 2025	$102.23	Oct 31, 2025	$101.18	-1.03%
WRB	Spouse	Oct 30, 2025	$71.54	Oct 31, 2025	$71.34	-0.28%
VST	Spouse	Oct 30, 2025	$189.71	Oct 31, 2025	$188.30	-0.74%
V	Spouse	Oct 30, 2025	$345.03	Oct 31, 2025	$340.74	-1.24%
UNM	Spouse	Oct 30, 2025	$73.50	Oct 31, 2025	$73.42	-0.11%
UNH	Spouse	Oct 30, 2025	$344.75	Oct 31, 2025	$341.56	-0.93%
UTHR	Spouse	Oct 30, 2025	$453.53	Oct 31, 2025	$445.43	-1.79%
UBER	Spouse	Oct 30, 2025	$96.49	Oct 31, 2025	$96.50	0.01%
TCOM	Spouse	Oct 30, 2025	$70.55	Oct 31, 2025	$70.65	0.14%
TMUS	Spouse	Oct 30, 2025	$210.65	Oct 31, 2025	$210.05	-0.28%
TMO	Spouse	Oct 30, 2025	$556.22	Oct 31, 2025	$567.39	2.01%
SJM	Spouse	Oct 30, 2025	$102.35	Oct 31, 2025	$103.55	1.17%
BNY	Spouse	Oct 30, 2025	$107.92	Oct 31, 2025	$107.93	0.01%
TXT	Spouse	Oct 30, 2025	$79.42	Oct 31, 2025	$80.81	1.75%
TSLA	Spouse	Oct 30, 2025	$440.10	Oct 31, 2025	$456.56	3.74%
TER	Spouse	Oct 30, 2025	$176.88	Oct 31, 2025	$181.76	2.76%
TSM	Spouse	Oct 30, 2025	$303.22	Oct 31, 2025	$300.43	-0.92%
SYY	Spouse	Oct 30, 2025	$74.70	Oct 31, 2025	$74.28	-0.56%
SF	Spouse	Oct 30, 2025	$78.51	Oct 31, 2025	$78.95	0.56%
SFM	Spouse	Oct 30, 2025	$77.25	Oct 31, 2025	$78.96	2.21%
SONY	Spouse	Oct 30, 2025	$27.75	Oct 31, 2025	$27.89	0.50%
SGI	Spouse	Oct 30, 2025	$79.78	Oct 31, 2025	$79.34	-0.55%
SLB	Spouse	Oct 30, 2025	$36.32	Oct 31, 2025	$36.06	-0.72%
SHW	Spouse	Oct 30, 2025	$347.90	Oct 31, 2025	$344.94	-0.85%
SBCF	Spouse	Oct 30, 2025	$30.48	Oct 31, 2025	$30.30	-0.59%
SAIC	Spouse	Oct 30, 2025	$91.50	Oct 31, 2025	$93.71	2.42%
SAP	Spouse	Oct 30, 2025	$259.19	Oct 31, 2025	$260.01	0.32%
SNDK	Spouse	Oct 30, 2025	$195.82	Oct 31, 2025	$199.33	1.79%
ROIV	Spouse	Oct 30, 2025	$19.58	Oct 31, 2025	$19.99	2.09%
RGEN	Spouse	Oct 30, 2025	$144.57	Oct 31, 2025	$149.06	3.11%
RF	Spouse	Oct 30, 2025	$24.20	Oct 31, 2025	$24.20	0.00%
RBA	Spouse	Oct 30, 2025	$100.47	Oct 31, 2025	$99.22	-1.24%
PWR	Spouse	Oct 30, 2025	$453.83	Oct 31, 2025	$449.13	-1.04%
QLYS	Spouse	Oct 30, 2025	$123.79	Oct 31, 2025	$123.26	-0.43%
P	Spouse	Oct 30, 2025	$97.01	Oct 31, 2025	$98.70	1.74%
PFG	Spouse	Oct 30, 2025	$82.74	Oct 31, 2025	$84.04	1.57%
PII	Spouse	Oct 30, 2025	$67.29	Oct 31, 2025	$66.10	-1.77%
PFGC	Spouse	Oct 30, 2025	$97.08	Oct 31, 2025	$96.74	-0.35%
PEP	Spouse	Oct 30, 2025	$147.55	Oct 31, 2025	$146.09	-0.99%
PDD	Spouse	Oct 30, 2025	$136.01	Oct 31, 2025	$134.87	-0.84%
PLTR	Spouse	Oct 30, 2025	$194.55	Oct 31, 2025	$200.47	3.04%
OTIS	Spouse	Oct 30, 2025	$92.49	Oct 31, 2025	$92.76	0.29%
OSK	Spouse	Oct 30, 2025	$123.24	Oct 31, 2025	$123.29	0.04%
ORLY	Spouse	Oct 30, 2025	$95.15	Oct 31, 2025	$94.44	-0.75%
ORCL	Spouse	Oct 30, 2025	$256.89	Oct 31, 2025	$262.61	2.23%
OPCH	Spouse	Oct 30, 2025	$26.20	Oct 31, 2025	$26.03	-0.67%
NVDA	Spouse	Oct 30, 2025	$202.89	Oct 31, 2025	$202.49	-0.20%
NCLH	Spouse	Oct 30, 2025	$22.22	Oct 31, 2025	$22.42	0.90%

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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
TCOM — Trip.com Group Limited - American Depositary Shares (TCOM) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 434 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 435 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
UTHR — United Therapeutics Corporation - Common Stock (UTHR) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 440 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 441 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
UNM — Unum Group Common Stock (UNM) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 446 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
UE — Urban Edge Properties Common Shares of Beneficial Interest (UE) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 447 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
VALE — VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 452 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 453 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
V — Visa Inc. (V) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 458 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
VST — Vistra Corp. Common Stock (VST) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 459 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
WRB — W.R. Berkley Corporation Common Stock (WRB) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 464 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 465 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
WSFS — WSFS Financial Corporation - Common Stock (WSFS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 470 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
WYNN — Wynn Resorts, Limited - Common Stock (WYNN) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 471 · Ptr spouse · S · $1,001 - $15,000	Oct 31, 2025	Sep 11, 2026
ABBV — Charles Schwab Brokerage Account 924 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 263 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
ACIW — Charles Schwab Brokerage Account 924 ⇒ ACI Worldwide, Inc. - Common Stock (ACIW) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 264 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AMD — Charles Schwab Brokerage Account 924 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 265 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AKAM — Charles Schwab Brokerage Account 924 ⇒ Akamai Technologies, Inc. - Common Stock (AKAM) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 269 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
ALEX — Charles Schwab Brokerage Account 924 ⇒ Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 270 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BABA — Charles Schwab Brokerage Account 924 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 271 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
ALLE — Charles Schwab Brokerage Account 924 ⇒ Allegion plc Ordinary Shares (ALLE) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 272 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
GOOGL — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 273 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
GOOG — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 274 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AXP — Charles Schwab Brokerage Account 924 ⇒ American Express Company Common Stock (AXP) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 278 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AMH — Charles Schwab Brokerage Account 924 ⇒ American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 279 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
APPF — Charles Schwab Brokerage Account 924 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 280 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AAPL — Charles Schwab Brokerage Account 924 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 284 · Annual spouse · S · $15,001 - $50,000	Oct 30, 2025	Sep 14, 2026
ASML — Charles Schwab Brokerage Account 924 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 285 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AZN — Charles Schwab Brokerage Account 924 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 286 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AVB — Charles Schwab Brokerage Account 924 ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 290 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BNY — Charles Schwab Brokerage Account 924 ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 291 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BAC — Charles Schwab Brokerage Account 924 ⇒ Bank of America Corporation Common Stock (BAC) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 292 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BCS — Charles Schwab Brokerage Account 924 ⇒ Barclays PLC Common Stock (BCS) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 296 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BAX — Charles Schwab Brokerage Account 924 ⇒ Baxter International Inc. Common Stock (BAX) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 297 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
WRB — Charles Schwab Brokerage Account 924 ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 298 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BRK.B — Charles Schwab Brokerage Account 924 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 302 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BHP — Charles Schwab Brokerage Account 924 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 303 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BL — Charles Schwab Brokerage Account 924 ⇒ BlackLine, Inc. - Common Stock (BL) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 304 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BSX — Charles Schwab Brokerage Account 924 ⇒ Boston Scientific Corporation Common Stock (BSX) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 308 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BP — Charles Schwab Brokerage Account 924 ⇒ BP p.l.c. Common Stock (BP) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 309 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BCO — Charles Schwab Brokerage Account 924 ⇒ Brinks Company (BCO) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 310 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
AVGO — Charles Schwab Brokerage Account 924 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 314 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BRO — Charles Schwab Brokerage Account 924 ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 315 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
BWXT — Charles Schwab Brokerage Account 924 ⇒ BWX Technologies, Inc. Common Stock (BWXT) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 316 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
CACI — Charles Schwab Brokerage Account 924 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 317 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
CASY — Charles Schwab Brokerage Account 924 ⇒ Caseys General Stores, Inc. - Common Stock (CASY) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 318 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
CHRD — Charles Schwab Brokerage Account 924 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 319 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
CIEN — Charles Schwab Brokerage Account 924 ⇒ Ciena Corporation (CIEN) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 323 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
CLX — Charles Schwab Brokerage Account 924 ⇒ Clorox Company (CLX) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 324 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 14, 2026
COHR — Charles Schwab Brokerage Account 924 ⇒ Coherent Corp. (COHR) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 325 · Annual spouse · S · $1,001 - $15,000	Oct 30, 2025	Sep 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.

Filed	Report	Holdings date	Availability
Oct 12, 2026	Lisa McClain — PTR filed 2026-10-12 Ptr	Not established	Parsed
Aug 13, 2026	Lisa McClain — Annual report filed 2026-08-13 Annual	Dec 31, 2025	Needs review
Aug 5, 2026	Lisa McClain — PTR filed 2026-08-05 Ptr	Not established	Parsed
Apr 22, 2026	Lisa McClain — Financial disclosure (X) filed 2026-04-22 Financial	Not established	Parsed
Mar 4, 2026	Lisa McClain — PTR filed 2026-03-04 Ptr	Not established	Parsed
Feb 11, 2026	Lisa McClain — PTR filed 2026-02-11 Ptr	Not established	Parsed
Jan 7, 2026	Lisa McClain — PTR filed 2026-01-07 Ptr	Not established	Parsed
Nov 21, 2025	Lisa McClain — PTR filed 2025-11-21 Ptr	Not established	Parsed
Oct 23, 2025	Lisa McClain — PTR filed 2025-10-23 Ptr	Not established	Needs review
Oct 22, 2025	Lisa McClain — PTR filed 2025-10-22 Ptr	Not established	Parsed
Sep 12, 2025	Lisa McClain — PTR filed 2025-09-12 Ptr	Not established	Parsed
Aug 13, 2025	Lisa McClain — Annual report filed 2025-08-13 Annual	Dec 31, 2024	Needs review
Aug 13, 2025	Lisa McClain — PTR filed 2025-08-13 Ptr	Not established	Parsed
May 14, 2025	Lisa McClain — Financial disclosure (X) filed 2025-05-14 Financial	Not established	Parsed
Aug 13, 2024	Lisa C. McClain — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
May 6, 2024	Lisa C. McClain — Financial disclosure (X) filed 2024-05-06 Financial	Not established	Parsed
Aug 10, 2023	Lisa C. McClain — Annual report filed 2023-08-10 Annual	Dec 31, 2022	Needs review
Aug 10, 2023	Lisa C. McClain — Financial disclosure (A) filed 2023-08-10 Financial	Not established	Needs review
May 15, 2023	Lisa C. McClain — Financial disclosure (X) filed 2023-05-15 Financial	Not established	Parsed
Aug 12, 2022	Lisa C. McClain — Annual report filed 2022-08-12 Annual	Dec 31, 2021	Parsed
Jun 7, 2022	Lisa C. McClain — Financial disclosure (X) filed 2022-06-07 Financial	Not established	Parsed
Aug 13, 2021	Lisa C. McClain — Financial disclosure (H) filed 2021-08-13 Financial	Not established	Needs review
Apr 26, 2021	Lisa C. McClain — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
May 11, 2020	Lisa McClain — Financial disclosure (C) filed 2020-05-11 Financial	Not established	Needs review
Mar 6, 2020	Lisa McClain — Financial disclosure (C) filed 2020-03-06 Financial	Feb 28, 2020	Parsed