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 |
|---|---|---|---|---|---|---|---|
| 2025-08-13 | 2025-07-16 | 28 | Spouse | NOGNorthern Oil and Gas, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | SLBSchlumberger N.V. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | SCHWCharles Schwab Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | LULUlululemon athletica inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | KMBKimberly-Clark Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | BLKBlackRock, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | FUNSix Flags Entertainment Corporation Common Stock New | 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 | CUZCousins Properties Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | EGEverest Group, Ltd. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | ACIAlbertsons Companies, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | ADPAutomatic Data Processing, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | DRIDarden Restaurants, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | FCPTFour Corners Property Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | LSTRLandstar System, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | LINLinde plc - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PAYXPaychex, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | ISRGIntuitive Surgical, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | ITGartner, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | WRBW.R. Berkley Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PFEPfizer, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PANWPalo Alto Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | SCIService Corporation International Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | FANGDiamondback Energy, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | DEDeere & Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | MUFGMitsubishi UFJ Financial Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | WPCW. P. Carey Inc. REIT | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | AAgilent Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PRGSProgress Software Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PDDPDD Holdings Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | IBMInternational Business Machines Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | PECOPhillips Edison & Company, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | LLYEli Lilly and Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-16 | 28 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | CUZCousins Properties Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | WMBWilliams Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | NVONovo Nordisk A/S Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | OKTAOkta, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | CTSHCognizant Technology Solutions Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PWRQuanta Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | GLGlobe Life Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | MNSTMonster Beverage Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | VZVerizon Communications Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | INGRIngredion Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | DTDynatrace, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | JKHYJack Henry & Associates, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | CWCurtiss-Wright Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PRGSProgress Software Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | KMBKimberly-Clark Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | AIGAmerican International Group, Inc. New Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | HLNHaleon plc American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | EIGEmployers Holdings Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | WPCW. P. Carey Inc. REIT | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | GISGeneral Mills, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PMPhilip Morris International Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ARAntero Resources Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ADBEAdobe Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ELSEquity Lifestyle Properties, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | VNOMViper Energy, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | FTVFortive Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ADSKAutodesk, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | GMEDGlobus Medical, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PENPenumbra, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | TSLATesla, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | BRBroadridge Financial Solutions, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | KMIKinder Morgan, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | USFDUS Foods Holding Corp. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | NGGNational Grid Transco, PLC National Grid PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ISRGIntuitive Surgical, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | SCHWCharles Schwab Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | ECEcopetrol S.A. American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-07-10 | 34 | Spouse | PGProcter & Gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | DEODiageo plc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | HMCHonda Motor Company, Ltd. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | IBNICICI Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | ATRAptarGroup, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | NOCNorthrop Grumman Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | SJMThe J.M. Smucker Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CLXClorox Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | LINLinde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | YUMYum! Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | JDJD.com, Inc. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | TCOMTrip.com Group Limited - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | OVVOvintiv Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | DOWDow Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | AGCOAGCO Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | MAMastercard Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | DLBDolby Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | LYBLyondellBasell Industries NV Ordinary Shares Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | VALEVALE S.A. American Depositary Shares Each Representing one common share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | SGISomnigroup International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | NGGNational Grid Transco, PLC National Grid PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | NWGNatWest Group plc American Depositary Shares, | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | VZVerizon Communications Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | NOVNOV Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | MTArcelor Mittal NY Registry Shares NEW | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | INTUIntuit Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | GMEDGlobus Medical, Inc. Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | INFYInfosys Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CVXChevron Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | DUOLDuolingo, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | TXRHTexas Roadhouse, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | GWREGuidewire Software, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | INGRIngredion Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CHRDChord Energy Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | SONYSony Group Corporation American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | INGING Group, N.V. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CRGYCrescent Energy Company Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | BDXBecton, Dickinson and Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | TTETotalEnergies SE | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | ROSTRoss Stores, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CNHCNH Industrial N.V. Common Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | SCIService Corporation International Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CHEChemed Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | PMPhilip Morris International Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | EQNREquinor ASA | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | HUMHumana Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | GISGeneral Mills, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | MGYMagnolia Oil & Gas Corporation Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | HLNHaleon plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | GSKGSK plc American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | COPConocoPhillips Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | JNJJohnson & Johnson Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | WMWaste Management, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | ChampionX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | GFIGold Fields Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | RIORio Tinto Plc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | DEDeere & Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | HALHalliburton Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | RBARB Global, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | VNOMViper Energy, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | BPBP p.l.c. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | EBAYeBay Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | DTDynatrace, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | RSReliance, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | XOMExxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | CLColgate-Palmolive Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | VRSNVeriSign, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | TMToyota Motor Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-24 | 50 ·>45 | Spouse | SBUXStarbucks Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-23 | 51 ·>45 | Spouse | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-20 | 54 ·>45 | Spouse | United States Steel Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DUOLDuolingo, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | PFGPrincipal Financial Group Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CYTKCytokinetics, Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | UEUrban Edge Properties Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | LPXLouisiana-Pacific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CNMCore & Main, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BKHBlack Hills Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BCSBarclays PLC Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GNWGenworth Financial Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | KDPKeurig Dr Pepper Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | VOYAVoya Financial, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | PKPark Hotels & Resorts Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | FANGDiamondback Energy, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | RVTYRevvity, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | FHBFirst Hawaiian, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ORCLOracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ARMKAramark Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GWREGuidewire Software, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SBCFSeacoast Banking Corporation of Florida - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GISGeneral Mills, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | Veris Residential, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NNNNNN REIT, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SIGISelective Insurance Group, 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.