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

7.80%

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
DAL — Charles Schwab Brokerage Account 924 ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 344 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
DKS — Charles Schwab Brokerage Account 924 ⇒ Dick's Sporting Goods Inc Common Stock (DKS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 345 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
DUK — Charles Schwab Brokerage Account 924 ⇒ Duke Energy Corporation (DUK) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 346 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ETN — Charles Schwab Brokerage Account 924 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 347 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
SATS — Charles Schwab Brokerage Account 924 ⇒ EchoStar Corporation - Common stock (SATS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 348 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ECL — Charles Schwab Brokerage Account 924 ⇒ Ecolab Inc. Common Stock (ECL) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 349 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
EME — Charles Schwab Brokerage Account 924 ⇒ EMCOR Group, Inc. Common Stock (EME) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 353 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
EHC — Charles Schwab Brokerage Account 924 ⇒ Encompass Health Corporation Common Stock (EHC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 354 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ENTG — Charles Schwab Brokerage Account 924 ⇒ Entegris, Inc. - Common Stock (ENTG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 355 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
WTRG — Charles Schwab Brokerage Account 924 ⇒ Essential Utilities, Inc. Common Stock (WTRG) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 356 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
EXC — Charles Schwab Brokerage Account 924 ⇒ Exelon Corporation (EXC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 357 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
XOM — Charles Schwab Brokerage Account 924 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 358 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
FN — Charles Schwab Brokerage Account 924 ⇒ Fabrinet Ordinary Shares (FN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 359 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
FIVE — Charles Schwab Brokerage Account 924 ⇒ Five Below, Inc. - Common Stock (FIVE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 360 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
FMC — Charles Schwab Brokerage Account 924 ⇒ FMC Corporation Common Stock (FMC) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 361 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
FTNT — Charles Schwab Brokerage Account 924 ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 386 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
IT — Charles Schwab Brokerage Account 924 ⇒ Gartner, Inc. Common Stock (IT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 387 · Annual
spouse · S · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ABBV — Charles Schwab Brokerage Account 893 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 388 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ACIW — Charles Schwab Brokerage Account 893 ⇒ ACI Worldwide, Inc. - Common Stock (ACIW) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 389 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AMD — Charles Schwab Brokerage Account 893 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 390 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AKAM — Charles Schwab Brokerage Account 893 ⇒ Akamai Technologies, Inc. - Common Stock (AKAM) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 391 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ALEX — Charles Schwab Brokerage Account 893 ⇒ 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 392 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BABA — Charles Schwab Brokerage Account 893 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 396 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
ALLE — Charles Schwab Brokerage Account 893 ⇒ Allegion plc Ordinary Shares (ALLE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 397 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
GOOGL — Charles Schwab Brokerage Account 893 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 398 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
GOOG — Charles Schwab Brokerage Account 893 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 399 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AXP — Charles Schwab Brokerage Account 893 ⇒ American Express Company Common Stock (AXP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 400 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AMH — Charles Schwab Brokerage Account 893 ⇒ American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 401 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
APPF — Charles Schwab Brokerage Account 893 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 402 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AAPL — Charles Schwab Brokerage Account 893 ⇒ Apple Inc. - Common Stock (AAPL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 403 · Annual
spouse · P · $15,001 - $50,000

Oct 30, 2025Sep 14, 2026
ASML — Charles Schwab Brokerage Account 893 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 404 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AZN — Charles Schwab Brokerage Account 893 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 405 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AVB — Charles Schwab Brokerage Account 893 ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 406 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BK — Charles Schwab Brokerage Account 893 ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 407 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BAC — Charles Schwab Brokerage Account 893 ⇒ Bank of America Corporation Common Stock (BAC) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 408 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BCS — Charles Schwab Brokerage Account 893 ⇒ Barclays PLC Common Stock (BCS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 409 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BAX — Charles Schwab Brokerage Account 893 ⇒ Baxter International Inc. Common Stock (BAX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 410 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
WRB — Charles Schwab Brokerage Account 893 ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 411 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BRK.B — Charles Schwab Brokerage Account 893 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 424 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BHP — Charles Schwab Brokerage Account 893 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 425 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BL — Charles Schwab Brokerage Account 893 ⇒ BlackLine, Inc. - Common Stock (BL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 426 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BSX — Charles Schwab Brokerage Account 893 ⇒ Boston Scientific Corporation Common Stock (BSX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 427 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BP — Charles Schwab Brokerage Account 893 ⇒ BP p.l.c. Common Stock (BP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 428 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BCO — Charles Schwab Brokerage Account 893 ⇒ Brinks Company (BCO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 429 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
AVGO — Charles Schwab Brokerage Account 893 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 430 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BRO — Charles Schwab Brokerage Account 893 ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 431 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
BWXT — Charles Schwab Brokerage Account 893 ⇒ BWX Technologies, Inc. Common Stock (BWXT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 432 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
CACI — Charles Schwab Brokerage Account 893 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 433 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
CASY — Charles Schwab Brokerage Account 893 ⇒ Caseys General Stores, Inc. - Common Stock (CASY) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 434 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 2025Sep 14, 2026
CHRD — Charles Schwab Brokerage Account 893 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 435 · Annual
spouse · P · $1,001 - $15,000

Oct 30, 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