Congressional stock trades · Member
Lisa C. McClain
Representative · MI-9 · Republican
1,434 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 5 annual reports are below.
Current committees: House Committee on Education and Workforce; House Committee on Financial Services.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RIORio Tinto Plc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | Taylor Morrison Home Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ACIWACI Worldwide, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UBERUber Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | COHRCoherent Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VSTVistra Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ABBVAbbVie Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FMCFMC Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | COPConocoPhillips Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MCDMcDonald's Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SLBSLB Limited Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UNMUnum Group Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HDBHDFC Bank Limited Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UBERUber Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CEGConstellation Energy Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DRIDarden Restaurants, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | KVUEKenvue Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DHID.R. Horton, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GSKGSK plc American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DALDelta Air Lines, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | JDJD.com, Inc. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SJMThe J.M. Smucker Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TERTeradyne, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ROIVRoivant Sciences Ltd. - Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | Pure Storage, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GSKGSK plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BROBrown & Brown, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RGENRepligen Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SFStifel Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BSXBoston Scientific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | OTISOtis Worldwide Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NVSNovartis AG Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | EXCExelon Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GTYGetty Realty Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CVSCVS Health Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HPEHewlett Packard Enterprise Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PWRQuanta Services, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BPBP p.l.c. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CASYCaseys General Stores, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ITTITT Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | EMEEMCOR Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | APPFAppFolio, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SBCFSeacoast Banking Corporation of Florida - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PDDPDD Holdings Inc. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | LPXLouisiana-Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UEUrban Edge Properties Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AAPLApple Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UTHRUnited Therapeutics Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SJMThe J.M. Smucker Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BWXTBWX Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SBCFSeacoast Banking Corporation of Florida - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BWXTBWX Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DKSDick's Sporting Goods Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WTRGEssential Utilities, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SYYSysco Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RBARB Global, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CIENCiena Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TMOThermo Fisher Scientific Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SAICScience Applications International Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TSLATesla, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AKAMAkamai Technologies, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VALEVALE S.A. American Depositary Shares Each Representing one common share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PFGPrincipal Financial Group Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GTYGetty Realty Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ORCLOracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BCSBarclays PLC Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VSTVistra Corp. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | XOMExxon Mobil Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RFRegions Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DALDelta Air Lines, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UEUrban Edge Properties Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WRBW.R. Berkley Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BHPBHP Group Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TXTTextron Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AvalonBay Communities, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BAXBaxter International Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BACBank of America Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TMOThermo Fisher Scientific Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TCOMTrip.com Group Limited - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TCOMTrip.com Group Limited - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HUMHumana Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CVSCVS Health Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BCOBrinks Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SYYSysco Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | APPFAppFolio, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SREDBA Sempra Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | Pure Storage, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PIIPolaris Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | Taylor Morrison Home Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | EXCExelon Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BACBank of America Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CACICACI International, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MGPIMGP Ingredients, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DDOGDatadog, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ROIVRoivant Sciences Ltd. - Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ALLEAllegion plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ORCLOracle Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AMDAdvanced Micro Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BLBlackLine, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | IEXIDEX Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ENTGEntegris, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RGENRepligen Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ITGartner, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BNYThe Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BLBlackLine, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BHPBHP Group Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | COHRCoherent Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ECHOEchoStar Corporation - Common stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NVSNovartis AG Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SAICScience Applications International Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ALLEAllegion plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MGYMagnolia Oil & Gas Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | QLYSQualys, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | JDJD.com, Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FNFabrinet Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | QLYSQualys, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PWRQuanta Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AXPAmerican Express Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PLTRPalantir Technologies Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | OTISOtis Worldwide Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MTZMasTec, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RFRegions Financial Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DRIDarden Restaurants, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FTNTFortinet, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WSFSWSFS Financial Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ENTGEntegris, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | EHCEncompass Health Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | XOMExxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SRSpire Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FMCFMC Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UNMUnum Group Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SAPSAP SE ADS | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SFStifel Financial Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ITGartner, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | KRGKite Realty Group Trust Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ECHOEchoStar Corporation - Common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MGPIMGP Ingredients, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CNMCore & Main, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | KVUEKenvue Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MKSIMKS Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ACIWACI Worldwide, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SRSpire Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ILMNIllumina, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DHID.R. Horton, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FIVEFive Below, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HDBHDFC Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AvalonBay Communities, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RIORio Tinto Plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | OSKOshkosh Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FNFabrinet Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BSXBoston Scientific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PIIPolaris Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
54 assets with a value on the report filed 2026-08-13, 17 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Credit Union One | Other | Joint | $100,001 - $250,000 |
| Hantz Group | Other | Spouse | $1,000,001 - $5,000,000 |
| Hantz Ventures - SL I, LLC | Other | Spouse | $15,001 - $50,000 |
| Nationwide Indexed Universal Life | Other | Member | $15,001 - $50,000 |
| Nationwide Variable Universal Life | Other | Spouse | $250,001 - $500,000 |
| SpaceX Stock | Other | Spouse | $100,001 - $250,000 |
| Aristotle Intl Equity CIT | Other | Spouse | $15,001 - $50,000 |
| CIT Polen International | Other | Spouse | $50,001 - $100,000 |
| CIT: International Fundamental Value Fund CL 1 | Fund | Spouse | $15,001 - $50,000 |
| ClearBridge Dividend Strategy Fund Class A | Fund | Spouse | $50,001 - $100,000 |
| ClearBridge Large Cap Growth Fd Cl A | Fund | Spouse | $50,001 - $100,000 |
| Congress Mid Cap Growth Fd Inst Cl | Fund | Spouse | $15,001 - $50,000 |
| Diamond Hill All Cap Select Fund - Class I | Fund | Spouse | $15,001 - $50,000 |
| Franklin Small Cap Value GG Trust CIT Class R | Fund | Spouse | $15,001 - $50,000 |
| Schwab Fundamental International Lg Company Idx Fd Insti Shs | Fund | Spouse | $15,001 - $50,000 |
| Schwab International Index Fund - Select Shares | Fund | Spouse | $15,001 - $50,000 |
| Schwab S&P 500 Index Fund- Select Shares | Fund | Spouse | $50,001 - $100,000 |
| Schwab U.S. Aggregate Bond Index Fund | Fund | Spouse | $50,001 - $100,000 |
| Schwab U.S. Large-Cap Growth Index Fund | Fund | Spouse | $15,001 - $50,000 |
| Schwab U.S. Large-Cap Value Index Fund | Fund | Spouse | $50,001 - $100,000 |
| Thornburg Limited Term US Government Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Fund | Spouse | $15,001 - $50,000 |
| Vanguard High-Yield Corporate Fund Admiral Shares | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Intermediate-Term Treasury Fund | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Small-Cap Growth Index Fd Inst Shs | Fund | Spouse | $15,001 - $50,000 |
| Zacks Dividend CIT - SEIZD1 | Other | Spouse | $15,001 - $50,000 |
| BBAIBigBear.ai, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Charles Schwab Bank - Sweep | Other | Spouse | $1,001 - $15,000 |
| SMRNuScale Power Corporation Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| PLTRPalantir Technologies Inc. - Class A Common Stock | Stock | Spouse | $100,001 - $250,000 |
| Polen Growth Fund Institutional Class | Fund | Spouse | $50,001 - $100,000 |
| RGTIRigetti Computing, Inc. - Common stock | Stock | Spouse | $15,001 - $50,000 |
| STXSeagate Technology Holdings PLC - Ordinary Shares | Stock | Spouse | $50,001 - $100,000 |
| Charles Schwab Bank | Other | Spouse | $15,001 - $50,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Joint | $50,001 - $100,000 |
| Vanguard S&P Mid-Cap 400 ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard S&P Small-Cap 600 ETF | Fund | Joint | $15,001 - $50,000 |
| Vanguard Total International Bond ETF | Fund | Joint | $15,001 - $50,000 |
| Amedisys Inc - Common Stock | Stock | Spouse | None |
| ANETArista Networks, Inc. Common Stock | Stock | Spouse | None |
| BLKBlackRock, Inc. Common Stock | Stock | Spouse | None |
| CIENCiena Corporation | Stock | Spouse | None |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Spouse | None |
| FLEXFlex Ltd. - Ordinary Shares | Stock | Spouse | None |
| HSBCHSBC Holdings, plc. Common Stock | Stock | Spouse | None |
| HHyatt Hotels Corporation Class A Common Stock | Stock | Spouse | None |
| IBKRInteractive Brokers Group, Inc. - Class A Common Stock | Stock | Spouse | None |
| SNDRSchneider National, Inc. Common Stock | Stock | Spouse | None |
| SHELShell PLC American Depositary Shares | Stock | Spouse | None |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | None |
| MFS Value Series Service Class | Other | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.