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 | 2025-06-17 | 57 ·>45 | Spouse | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | RGENRepligen Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SREDBA Sempra Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EVTCEvertec, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ITTITT Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ADSKAutodesk, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NTRSNorthern Trust Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BCBrunswick Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AAgilent Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BF.BBrown Forman Inc Class B Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BHPBHP Group Limited American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | LSTRLandstar System, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DHID.R. Horton, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CPBCampbell Soup Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CBUCommunity Financial System, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GMEDGlobus Medical, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EQHEquitable Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | LNCLincoln National Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NEMNewmont Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TXNTexas Instruments Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | FFINFirst Financial Bankshares, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SNYSanofi - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DOCUDocuSign, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AVTRAvantor, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DTDynatrace, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | Sealed Air Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ROIVRoivant Sciences Ltd. - Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | COHRCoherent Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | Brookline Bancorp, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GPKGraphic Packaging Holding Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TNLTravel Leisure Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DOCHealthpeak Properties, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NVSNovartis AG Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BNYThe Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | RSReliance, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | INFYInfosys Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | STZConstellation Brands, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CNHCNH Industrial N.V. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | LLoews Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HONHoneywell International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DALDelta Air Lines, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | MTGMGIC Investment Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SRSpire Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WDAYWorkday, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HHyatt Hotels Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EMNEastman Chemical Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BRBroadridge Financial Solutions, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | VRSNVeriSign, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | KRGKite Realty Group Trust Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | FTVFortive Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NOCNorthrop Grumman Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | PIIPolaris Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | PATKPatrick Industries, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WMTWalmart Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AWIArmstrong World Industries Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | KBHKB Home Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HOMBHome BancShares, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | IRTIndependence Realty Trust, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WMSAdvanced Drainage Systems, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EIGEmployers Holdings Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GSKGSK plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CIENCiena Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HDBHDFC Bank Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HQYHealthEquity, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TERTeradyne, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BDXBecton, Dickinson and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GGGGraco Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SFStifel Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CLColgate-Palmolive Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BACBank of America Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CSLCarlisle Companies Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ALKAlaska Air Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CPRICapri Holdings Limited Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | OKTAOkta, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HSBCHSBC Holdings, plc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | UNMUnum Group Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BILLBILL Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EXCExelon Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TRNTrinity Industries, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TXRHTexas Roadhouse, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | MUFGMitsubishi UFJ Financial Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | FRFirst Industrial Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ROSTRoss Stores, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WSFSWSFS Financial Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AIGAmerican International Group, Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SNNSmith & Nephew SNATS, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NBIXNeurocrine Biosciences, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TTETotalEnergies SE | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HTHHilltop Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GATXGATX Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WMWaste Management, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EGEverest Group, Ltd. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AVNTAvient Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | JDJD.com, Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | Taylor Morrison Home Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WSTWest Pharmaceutical Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NWENorthWestern Energy Group, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NWGNatWest Group plc American Depositary Shares, | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HALHalliburton Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | GLGlobe Life Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SBSISouthside Bancshares, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ESNTEssent Group Ltd. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | INTUIntuit Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | RFRegions Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TKRTimken Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | Coterra Energy Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | MNSTMonster Beverage Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | FIZZNational Beverage Corp. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | LYGLloyds Banking Group Plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ULUnilever PLC Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | DKSDick's Sporting Goods Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | VSTVistra Corp. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HASHasbro, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | Pure Storage, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NOKNokia Corporation Sponsored American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | RLIRLI Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | MIDDThe Middleby Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ALLEAllegion plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ELSEquity Lifestyle Properties, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | ADCAgree Realty Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | WSOWatsco, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | SONYSony Group Corporation American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | TMToyota Motor Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | BURLBurlington Stores, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | HPEHewlett Packard Enterprise Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-17 | 57 ·>45 | Spouse | EBAYeBay Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | MGYMagnolia Oil & Gas Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | IRTIndependence Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | AGCOAGCO Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | MTZMasTec, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FIZZNational Beverage Corp. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | HMNHorace Mann Educators Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | HTHHilltop Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BF.BBrown Forman Inc Class B Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FIVEFive Below, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FBRTFranklin BSP Realty Trust, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FFINFirst Financial Bankshares, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | LNCLincoln National Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CDPCOPT Defense Properties Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BCOBrinks Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BHPBHP Group Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | SIGISelective Insurance Group, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | AALAmerican Airlines Group, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | AWIArmstrong World Industries Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | GTYGetty Realty Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CYTKCytokinetics, Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | GATXGATX Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FHBFirst Hawaiian, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | SAICScience Applications International Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CNOCNO Financial Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | TTCToro Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | EVTCEvertec, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | TNLTravel Leisure Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | TRNTrinity Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | KRGKite Realty Group Trust Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | LPXLouisiana-Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BWXTBWX Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | EQNREquinor ASA | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | HDBHDFC Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | MCOMoody's Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | MIDDThe Middleby Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BKHBlack Hills Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | ChampionX Corporation | 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.