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 | SLBSLB Limited Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CMICummins Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | JNJJohnson & Johnson Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | OSKOshkosh Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | LLoews Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SGISomnigroup International Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | INGING Group, N.V. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SNDKSandisk Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | COPConocoPhillips Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NVONovo Nordisk A/S Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SGISomnigroup International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WMTWalmart Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CEGConstellation Energy Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HASHasbro, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HOMBHome BancShares, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CLXClorox Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CIENCiena Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | OPCHOption Care Health, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | INGING Group, N.V. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UTHRUnited Therapeutics Corporation - 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 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | EHCEncompass Health Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ILMNIllumina, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FIVEFive Below, 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 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TXTTextron Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CHRDChord Energy Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ORLYO'Reilly Automotive, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ITTITT Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | RBARB Global, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BCSBarclays PLC Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WYNNWynn Resorts, Limited - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AKAMAkamai Technologies, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PFGCPerformance Food Group Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ECLEcolab Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PFGPrincipal Financial Group Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CHRDChord Energy Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NTRSNorthern Trust Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NTRSNorthern Trust Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DDOGDatadog, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WYNNWynn Resorts, Limited - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CLXClorox Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HUMHumana Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BPBP p.l.c. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-15 | 37 | Spouse | CIENCiena Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | ANETArista Networks, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | FLEXFlex Ltd. - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | SHELShell PLC American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | BLKBlackRock, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | TMToyota Motor Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | INGRIngredion Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | HHyatt Hotels Corporation Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | SAPSAP SE ADS | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | HSBCHSBC Holdings, plc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | SNDRSchneider National, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | ROLRollins, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-14 | 38 | Spouse | LYGLloyds Banking Group Plc American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | WTRGEssential Utilities, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | SNDRSchneider National, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | CSGPCoStar Group, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | APDAir Products and Chemicals, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | KVUEKenvue Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | ULUnilever PLC Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | HUMHumana Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | DTDynatrace, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | DRIDarden Restaurants, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | NVSNovartis AG Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | BBTBeacon Financial Corporation Common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | FCXFreeport-McMoRan, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | RSReliance, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | INGRIngredion Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | MGPIMGP Ingredients, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | BCCBoise Cascade, L.L.C. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | ROLRollins, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | SBACSBA Communications Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | FMCFMC Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | AMGNAmgen Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | GTYGetty Realty Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | LPXLouisiana-Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | HDBHDFC Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | MANManpowerGroup Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | CARTMaplebear Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | ADCAgree Realty Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | DEODiageo plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | DLBDolby Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | MMSIMerit Medical Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | DPZDomino's Pizza Inc - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | BAXBaxter International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | CONConcentra Group Holdings Parent, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | DHRDanaher Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | SLBSchlumberger N.V. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | HRLHormel Foods Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | OPCHOption Care Health, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-25 | 27 | Spouse | RHPRyman Hospitality Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-12 | 40 | Spouse | SPCXSpaceX | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | CONConcentra Group Holdings Parent, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | ALGNAlign Technology, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | MANManpowerGroup Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | ITGartner, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | TYLTyler Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | ULUnilever PLC Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | SNPSSynopsys, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | NWGNatWest Group plc American Depositary Shares, | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | INTUIntuit Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | CLColgate-Palmolive Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | HCAHCA Healthcare, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | DLBDolby Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | TTETotalEnergies SE | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | CVLTCommvault Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | SAICScience Applications International Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | TXRHTexas Roadhouse, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | ACIAlbertsons Companies, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | EXPOExponent, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | CNMCore & Main, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | KDPKeurig Dr Pepper Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | HRLHormel Foods Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | OGEOGE Energy Corp Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | LILi Auto Inc. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | CARRCarrier Global Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | SBACSBA Communications Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | STZConstellation Brands, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | FLOFlowers Foods, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | QLYSQualys, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | GPKGraphic Packaging Holding Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | FCNFTI Consulting, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | BURLBurlington Stores, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | DTDynatrace, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | SNYSanofi - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | HDBHDFC Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | BHPBHP Group Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | DEODiageo plc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | CTASCintas Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-11 | 41 | Spouse | NVSNovartis AG Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-22 | 2025-09-08 | 44 | Spouse | STXSeagate Technology Holdings PLC - Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-12 | 2025-08-28 | 15 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-09-12 | 2025-08-19 | 24 | Spouse | HCAHCA Healthcare, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-19 | 24 | Spouse | ACIWACI Worldwide, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-18 | 25 | Spouse | Amedisys Inc - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | INTUIntuit Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | DDOGDatadog, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | ADCAgree Realty Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | CVLTCommvault Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | SAPSAP SE ADS | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | NNNNNN REIT, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | ELVElevance Health, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | BURLBurlington Stores, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | TPLTexas Pacific Land Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | APPFAppFolio, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | LILi Auto Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | TXRHTexas Roadhouse, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | IBNICICI Bank Limited Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | TTETotalEnergies SE | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | FUNSix Flags Entertainment Corporation Common Stock New | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | DUOLDuolingo, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | INFYInfosys Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | KRGKite Realty Group Trust Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | CUBECubeSmart Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | CSGPCoStar Group, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | GWREGuidewire Software, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | EXPOExponent, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | LNTAlliant Energy Corporation | 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.