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 |
|---|---|---|---|---|---|---|---|
| 2025-09-12 | 2025-08-13 | 30 | Spouse | JDJD.com, Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | YUMYum! Brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | EQNREquinor ASA | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | TMToyota Motor Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | NWGNatWest Group plc American Depositary Shares, | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | DPZDomino's Pizza Inc - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | VRSKVerisk Analytics, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | OGEOGE Energy Corp Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | FCNFTI Consulting, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | ANETArista Networks, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | SNPSSynopsys, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | TYLTyler Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | PFGCPerformance Food Group Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | CLColgate-Palmolive Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | BILLBILL Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | NOWServiceNow, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | BLBlackLine, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | CARTMaplebear Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | FCXFreeport-McMoRan, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | AKAMAkamai Technologies, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | WSOWatsco, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-13 | 30 | Spouse | USFDUS Foods Holding Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-07 | 36 | Spouse | BBAIBigBear.ai, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MGYMagnolia Oil & Gas Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | LNTAlliant Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | VRSKVerisk Analytics, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | DBXDropbox, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | RSReliance, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | ALGNAlign Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | DLBDolby Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | EPAMEPAM Systems, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | FLOFlowers Foods, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CAGConAgra Brands, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | DOCUDocuSign, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MORNMorningstar, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BAXBaxter International Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | IEXIDEX Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | UNMUnum Group Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | TXTTextron Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | DUOLDuolingo, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | GGGGraco Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BCCBoise Cascade, L.L.C. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CSCOCisco Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | ORLYO'Reilly Automotive, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | GWREGuidewire Software, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | GPIGroup 1 Automotive, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | HIMSHims & Hers Health, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | HDBHDFC Bank Limited Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | NOVTNovanta Inc. - Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | LADLithia Motors, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | INFYInfosys Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | NOGNorthern Oil and Gas, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | NVONovo Nordisk A/S Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | UNPUnion Pacific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | ULUnilever PLC Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | THCTenet Healthcare Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | Berkshire Hills Bancorp, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | RRCRange Resources Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | RHPRyman Hospitality Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | SONYSony Group Corporation American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BHPBHP Group Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | XPOXPO, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | GSKGSK plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CNHCNH Industrial N.V. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | NYTNew York Times Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | RGLDRoyal Gold, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | PFEPfizer, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | DOCHealthpeak Properties, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CSLCarlisle Companies Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | PECOPhillips Edison & Company, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | TXNTexas Instruments Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | SNYSanofi - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | WHRWhirlpool Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | ENTGEntegris, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MTArcelor Mittal NY Registry Shares NEW | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | EQNREquinor ASA | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | WDAYWorkday, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | EMNEastman Chemical Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | OTISOtis Worldwide Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | ZTSZoetis Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | FRFirst Industrial Realty Trust, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MEDPMedpace Holdings, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CUBECubeSmart Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | BSXBoston Scientific Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MUMicron Technology, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | FLEXFlex Ltd. - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | PAYXPaychex, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | FCPTFour Corners Property Trust, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | CARRCarrier Global Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | AvalonBay Communities, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | GSGoldman Sachs Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MKCMcCormick & Company, Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | MKSIMKS Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-12 | 2025-08-04 | 39 | Spouse | DEODiageo plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-08-04 | 9 | Spouse | AMATApplied Materials, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-08-04 | 9 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-08-04 | 9 | Spouse | AJGArthur J. Gallagher & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-08-04 | 9 | Spouse | ALVAutoliv, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | NYTNew York Times Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | NOVTNovanta Inc. - Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | DHRDanaher Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | WHRWhirlpool Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | GPIGroup 1 Automotive, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | RRCRange Resources Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | WDFCWD-40 Company - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | XOMExxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | UNPUnion Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | DRIDarden Restaurants, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | TPLTexas Pacific Land Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | SLBSchlumberger N.V. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | LULUlululemon athletica inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | CAGConAgra Brands, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | MORNMorningstar, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | RVTYRevvity, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | RGENRepligen Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | EPAMEPAM Systems, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | WATWaters Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | SAPSAP SE ADS | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | SNYSanofi - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | CWCurtiss-Wright Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | TFXTeleflex Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ABBVAbbVie Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ALVAutoliv, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | LADLithia Motors, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | NVSNovartis AG Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ITGartner, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ULUnilever PLC Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | MKCMcCormick & Company, Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ACIAlbertsons Companies, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | HDBHDFC Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | EHCEncompass Health Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | BAXBaxter International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | WALWestern Alliance Bancorporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | HRLHormel Foods Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | WSTWest Pharmaceutical Services, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ARAntero Resources Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | MEDPMedpace Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | RGLDRoyal Gold, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | MUMicron Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | KMIKinder Morgan, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | BHPBHP Group Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | TRGPTarga Resources, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | XPOXPO, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | CNHCNH Industrial N.V. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | DBXDropbox, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | FISVFiserv, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | MMSIMerit Medical Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | TMOThermo Fisher Scientific Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | CSCOCisco Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-22 | 22 | Spouse | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | CDPCOPT Defense Properties Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | HRLHormel Foods Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | WMSAdvanced Drainage Systems, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | WALWestern Alliance Bancorporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | EQHEquitable Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | NEMNewmont Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | CTSHCognizant Technology Solutions Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | GISGeneral Mills, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | WDFCWD-40 Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | NOVNOV Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | WATWaters Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | JKHYJack Henry & Associates, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | TFXTeleflex Incorporated Common Stock | Purchase | $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.