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 | 2025-06-11 | 63 ·>45 | Spouse | LILi Auto Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | AVNTAvient Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | AVTRAvantor, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | PHParker-Hannifin Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | UTHRUnited Therapeutics Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | NVSNovartis AG Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | THCTenet Healthcare Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | MTGMGIC Investment Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CASYCaseys General Stores, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | DGDollar General Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FNBF.N.B. Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | VOYAVoya Financial, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | UBSIUnited Bankshares, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | ALKAlaska Air Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BURLBurlington Stores, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | NJRNewJersey Resources Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CBUCommunity Financial System, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | UNMUnum Group Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | United States Steel Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | ARMKAramark Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FCPTFour Corners Property Trust, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | HQYHealthEquity, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | ESNTEssent Group Ltd. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | PATKPatrick Industries, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | NBIXNeurocrine Biosciences, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BCBrunswick Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | FLOFlowers Foods, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | GNWGenworth Financial Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CPRICapri Holdings Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | TKRTimken Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | NOKNokia Corporation Sponsored American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | GMEGameStop Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | ADCAgree Realty Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | RGENRepligen Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | Veris Residential, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CPBThe Campbell's Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | GFIGold Fields Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | RLIRLI Corp. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-11 | 63 ·>45 | Spouse | CNMCore & Main, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | ECEcopetrol S.A. American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | PHIPLDT Inc. Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | VNTVontier Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | BKRBaker Hughes Company - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | RGLDRoyal Gold, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | PDDPDD Holdings Inc. - American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | NVSNovartis AG Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | HDBHDFC Bank Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | LXPLXP Industrial Trust Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | MLMMartin Marietta Materials, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | MCOMoody's Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | SAPSAP SE ADS | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-10 | 64 ·>45 | Spouse | TMOThermo Fisher Scientific Inc Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | HDHome Depot, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | ULUnilever PLC Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | VNTVontier Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | RGLDRoyal Gold, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | HMNHorace Mann Educators Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | TTCToro Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | NVSNovartis AG Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | NJRNewJersey Resources Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | UBSIUnited Bankshares, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | LLYEli Lilly and Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | SNNSmith & Nephew SNATS, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | FNBF.N.B. Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | WYNNWynn Resorts, Limited - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | FBRTFranklin BSP Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | ECEcopetrol S.A. American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | PDDPDD Holdings Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | SHOPShopify Inc. - Class A Subordinate Voting Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | UBSIUnited Bankshares, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | KBHKB Home Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | NOWServiceNow, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | LYBLyondellBasell Industries NV Ordinary Shares Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | SBSISouthside Bancshares, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | FLOFlowers Foods, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | PKPark Hotels & Resorts Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | LXPLXP Industrial Trust Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | DGDollar General Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | NWENorthWestern Energy Group, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | Amedisys Inc - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | ILMNIllumina, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | SNPSSynopsys, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | CRGYCrescent Energy Company Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | HDBHDFC Bank Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | PHIPLDT Inc. Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | PANWPalo Alto Networks, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | ISRGIntuitive Surgical, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | CNOCNO Financial Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | Brookline Bancorp, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | AALAmerican Airlines Group, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | SHELShell PLC American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | GTYGetty Realty Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-09 | 65 ·>45 | Spouse | FCPTFour Corners Property Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | LANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | MICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | SWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | KALAMAZOO MICH WTR R REV 5% 09/01/2029 | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-06-06 | 68 ·>45 | Spouse | GRAND RAPIDS MICH GO 5% 10/01/2034 | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-03-28 | 138 ·>45 | Spouse | HUBSHubSpot, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-28 | 138 ·>45 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-21 | 145 ·>45 | Spouse | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-21 | 145 ·>45 | Spouse | WDAYWorkday, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-20 | 146 ·>45 | Spouse | CMGChipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-20 | 146 ·>45 | Spouse | SYYSysco Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-20 | 146 ·>45 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-20 | 146 ·>45 | Spouse | ANETArista Networks, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-13 | 153 ·>45 | Spouse | Swartz Creek Mich CM GO 5% Due 05/01/2039 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-03-13 | 153 ·>45 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-12 | 154 ·>45 | Spouse | DTDynatrace, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-12 | 154 ·>45 | Spouse | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-03-12 | 154 ·>45 | Spouse | EMREmerson Electric Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-24 | 170 ·>45 | Spouse | WMBWilliams Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-21 | 173 ·>45 | Spouse | UBERUber Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-21 | 173 ·>45 | Spouse | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-21 | 173 ·>45 | Spouse | HUBSHubSpot, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-21 | 173 ·>45 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-18 | 176 ·>45 | Spouse | Lanse Creuse Mich P 5%39 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-02-14 | 180 ·>45 | Spouse | INTUIntuit Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-12 | 182 ·>45 | Spouse | Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-02-11 | 183 ·>45 | Spouse | Grandville Mich PUB 5%38 GO LTX Due 10/01/38 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-02-10 | 184 ·>45 | Spouse | Grand Rapids Mich 5%34 GO LTX Due 10/01/34 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-02-06 | 188 ·>45 | Spouse | Michigan ST Trunk L 5%33 COMB Tax Due 11/15/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-02-05 | 189 ·>45 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-05 | 189 ·>45 | Spouse | Romeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-02-05 | 189 ·>45 | Spouse | EMREmerson Electric Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-05 | 189 ·>45 | Spouse | DTDynatrace, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-05 | 189 ·>45 | Spouse | NOWServiceNow, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-02-05 | 189 ·>45 | Spouse | Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-01-31 | 194 ·>45 | Spouse | Bloomfield Charter 5%38 DB LTX Due 04/01/38 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-01-31 | 194 ·>45 | Spouse | Michigan Trunk L 5%38 COMB TAX Due 11/15/38 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-01-30 | 195 ·>45 | Spouse | Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-01-30 | 195 ·>45 | Spouse | Troy Mich City SCH 5%36 Go UTX Due 05/01/36 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-13 | 2025-01-22 | 203 ·>45 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-01-22 | 203 ·>45 | Spouse | NXPINXP Semiconductors N.V. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-01-15 | 210 ·>45 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-01-15 | 210 ·>45 | Spouse | ZTSZoetis Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | ISRGIntuitive Surgical, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | NXPINXP Semiconductors N.V. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | AJGArthur J. Gallagher & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | INTUIntuit Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | BKRBaker Hughes Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | BSXBoston Scientific Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Spouse | CTASCintas Corporation - 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.