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 |
|---|---|---|---|---|---|---|---|
| 2026-08-05 | 2026-07-15 | 21 | Spouse | Saronic Technologies | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-03-04 | 2026-02-06 | 26 | Spouse | BBAIBigBear.ai, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-04 | 2026-02-04 | 28 | Spouse | BBAIBigBear.ai, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-11 | 2026-01-12 | 30 | Spouse | Apptronik | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-07 | 2025-12-15 | 23 | Spouse | xAI | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HDBHDFC Bank Limited Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BWXTBWX Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SRSpire Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | EXCExelon Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | NFLXNetflix, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | GSKGSK plc American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TERTeradyne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | EHCEncompass Health Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | OPCHOption Care Health, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | COHRCoherent Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | QLYSQualys, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SNDKSandisk Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DRIDarden Restaurants, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ECHOEchoStar Corporation - Common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ALLEAllegion plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | WYNNWynn Resorts, Limited - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | JNJJohnson & Johnson Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AAPLApple Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BHPBHP Group Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | INGING Group, N.V. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HPEHewlett Packard Enterprise Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | FIVEFive Below, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | XOMExxon Mobil Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | UEUrban Edge Properties Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | RGENRepligen Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AKAMAkamai Technologies, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | COPConocoPhillips Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | Taylor Morrison Home Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | FMCFMC Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | UBERUber Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | MTZMasTec, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CACICACI International, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CVSCVS Health Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SONYSony Group Corporation American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | VALEVALE S.A. American Depositary Shares Each Representing one common share | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | WSFSWSFS Financial Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | RBARB Global, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CHRDChord Energy Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | WTRGEssential Utilities, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HUMHumana Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TSLATesla, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | FNFabrinet Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | NVSNovartis AG Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HOMBHome BancShares, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PWRQuanta Services, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DALDelta Air Lines, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | FTNTFortinet, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | Pure Storage, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ACIWACI Worldwide, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SYYSysco Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ENTGEntegris, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | OTISOtis Worldwide Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | MGYMagnolia Oil & Gas Corporation Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SFStifel Financial Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ORCLOracle Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | VSTVistra Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BPBP p.l.c. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PFGPrincipal Financial Group Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | MKSIMKS Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DKSDick's Sporting Goods Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SGISomnigroup International Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | MCDMcDonald's Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | LPXLouisiana-Pacific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PLTRPalantir Technologies Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | LLoews Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | KVUEKenvue Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DDOGDatadog, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AvalonBay Communities, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | APPFAppFolio, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SJMThe J.M. Smucker Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HASHasbro, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ILMNIllumina, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ITTITT Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CMICummins Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AVGOBroadcom Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TXTTextron Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | RFRegions Financial Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | OSKOshkosh Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BLBlackLine, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BCOBrinks Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AXPAmerican Express Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CLXClorox Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BCSBarclays PLC Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ROIVRoivant Sciences Ltd. - Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | RIORio Tinto Plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | IEXIDEX Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SREDBA Sempra Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | GTYGetty Realty Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | NTRSNorthern Trust Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | KRGKite Realty Group Trust Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | JDJD.com, Inc. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | MGPIMGP Ingredients, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | WRBW.R. Berkley Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CIENCiena Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | AMDAdvanced Micro Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CASYCaseys General Stores, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HMCHonda Motor Company, Ltd. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BAXBaxter International Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CEGConstellation Energy Corporation - Common Stock When-Issued | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | DHID.R. Horton, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PIIPolaris Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PDDPDD Holdings Inc. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BSXBoston Scientific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BNYThe Bank of New York Mellon Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BACBank of America Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | CNMCore & Main, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | UNMUnum Group Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SLBSLB Limited Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SAICScience Applications International Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | UTHRUnited Therapeutics Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | WMTWalmart Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SAPSAP SE ADS | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | EMEEMCOR Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ABBVAbbVie Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TCOMTrip.com Group Limited - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SBCFSeacoast Banking Corporation of Florida - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | TMOThermo Fisher Scientific Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | NVONovo Nordisk A/S Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | BROBrown & Brown, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ECLEcolab Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ITGartner, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | ORLYO'Reilly Automotive, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-31 | 21 | Spouse | PFGCPerformance Food Group Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SONYSony Group Corporation American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | OPCHOption Care Health, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CNMCore & Main, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | LPXLouisiana-Pacific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PDDPDD Holdings Inc. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | AVGOBroadcom Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HASHasbro, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HMCHonda Motor Company, Ltd. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WTRGEssential Utilities, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MTZMasTec, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SNDKSandisk Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BAXBaxter International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WRBW.R. Berkley Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | KRGKite Realty Group Trust Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ECLEcolab Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SREDBA Sempra Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NFLXNetflix, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CACICACI International, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WSFSWSFS Financial Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | IEXIDEX Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | CASYCaseys General Stores, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DKSDick's Sporting Goods Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HMCHonda Motor Company, Ltd. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | TERTeradyne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | PFGCPerformance Food Group Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MKSIMKS Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HPEHewlett Packard Enterprise Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | MGYMagnolia Oil & Gas Corporation Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | LLoews Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | SONYSony Group Corporation American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ORLYO'Reilly Automotive, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | HOMBHome BancShares, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BCOBrinks Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | BNYThe Bank of New York Mellon Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-21 | 2025-10-30 | 22 | Spouse | WMTWalmart Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
70 assets with a value on the report filed 2025-08-13, 44 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 | $15,001 - $50,000 |
| Hantz Group | Other | Spouse | $1,000,001 - $5,000,000 |
| Nationwide Indexed Universal Life | Other | Member | $15,001 - $50,000 |
| Nationwide Variable Universal Life | Other | Spouse | $100,001 - $250,000 |
| Congress Mid Cap Growth Fd Inst Cl | Fund | Spouse | $100,001 - $250,000 |
| Zacks Dividend CIT - SEIZD1 | Other | Spouse | $100,001 - $250,000 |
| Charles Schwab Cash Account | Other | Spouse | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard S&P Mid-Cap 400 ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard S&P Small-Cap 600 ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total International Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| SMRNuScale Power Corporation Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| 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 | $100,001 - $250,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | $50,001 - $100,000 |
| TSLATesla, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Charles Schwab Cash Account | Other | Spouse | $1,001 - $15,000 |
| Nuveen Flagship Michigan Muni Bd Fd Cl R | Fund | Spouse | $250,001 - $500,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ANETArista Networks, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AJGArthur J. Gallagher & Co. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BKRBaker Hughes Company - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CMGChipotle Mexican Grill, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CTASCintas Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| ECLEcolab Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HWMHowmet Aerospace Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| INTUIntuit Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MLMMartin Marietta Materials, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MCOMoody's Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NFLXNetflix, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NXPINXP Semiconductors N.V. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PANWPalo Alto Networks, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PHParker-Hannifin Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CRMSalesforce, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Schwab Prime Advantage Money Fund- Investor Shares | Fund | Spouse | None |
| NOWServiceNow, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SHWSherwin-Williams Company | Stock | Spouse | $1,001 - $15,000 |
| SHOPShopify Inc. - Class A Subordinate Voting Shares | Stock | Spouse | $1,001 - $15,000 |
| SNPSSynopsys, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TTDThe Trade Desk, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| VRTXVertex Pharmaceuticals Incorporated - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| ZTSZoetis Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Charles Schwab Cash Account | Other | Joint | $1,001 - $15,000 |
| Charles Schwab Savings Account | Other | Joint | $500,001 - $1,000,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard S&P Mid-Cap 400 ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard S&P Small-Cap 600 ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total International Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| MFS Value Series Service Class | Other | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.