Lisa McClain
RHouse · MI-9
STOCK Act filings · simulated, not advice.
annual holdings (2)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/14/2025 → 11/03/2026.
Simulated portfolio
-20.7%
SPY
+18.6%
vs SPY
-39.3%
Simulated portfolioSPYBuySell
Trades
1443
Last traded
09/30/2026
Disclosed (est.)
$14.1M
File lag
34 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | Sale (partial) Owner: Spouse | $15,001 - $50,000 | 09/30/2026 | 10/12/2026 | +34.3% vs SPY +33.2% | +18.8% vs SPY +15.8% | 20035585 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/30/2026 | 10/12/2026 | +1.6% vs SPY +2.7% | -4.1% vs SPY -1.1% | 20035585 |
IBRX ImmunityBio, Inc. - Common Stock (IBRX) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/30/2026 | 10/12/2026 | -12.2% vs SPY -11.1% | -15.4% vs SPY -12.4% | 20035585 |
IBRX ImmunityBio, Inc. - Common Stock (IBRX) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/28/2026 | 10/12/2026 | -2.7% vs SPY -1.2% | -15.4% vs SPY -12.4% | 20035585 |
CAT Caterpillar, Inc. Common Stock (CAT) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/28/2026 | 10/12/2026 | -23.7% vs SPY -22.3% | -19.1% vs SPY -16.0% | 20035585 |
RIG Transocean Ltd (RIG) | Purchase Owner: Spouse | $15,001 - $50,000 | 09/14/2026 | 10/12/2026 | +8.3% vs SPY +8.9% | +4.4% vs SPY +7.5% | 20035585 |
OLN Olin Corporation Common Stock (OLN) | Purchase Owner: Spouse | $15,001 - $50,000 | 09/14/2026 | 10/12/2026 | +3.9% vs SPY +4.5% | +17.9% vs SPY +20.9% | 20035585 |
NG Novagold Resources Inc. (NG) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/14/2026 | 10/12/2026 | -20.5% vs SPY -19.9% | -13.3% vs SPY -10.2% | 20035585 |
CACI CACI International, Inc. Class A Common Stock (CACI) | Purchase Owner: Spouse | $15,001 - $50,000 | 09/14/2026 | 10/12/2026 | +6.7% vs SPY +7.4% | +11.6% vs SPY +14.6% | 20035585 |
Unmapped Saronic Technologies | Purchase Owner: Spouse | $50,001 - $100,000 | 07/15/2026 | 08/05/2026 | n/a | n/a | 20035131 |
BBAI BigBear.ai, Inc. Common Stock (BBAI) | Purchase Owner: Spouse | $15,001 - $50,000 | 02/06/2026 | 03/04/2026 | -46.4% vs SPY -56.5% | -37.4% vs SPY -49.0% | 20034105 |
BBAI BigBear.ai, Inc. Common Stock (BBAI) | Purchase Owner: Spouse | $1,001 - $15,000 | 02/04/2026 | 03/04/2026 | -43.8% vs SPY -54.6% | -37.4% vs SPY -49.0% | 20034105 |
Unmapped Apptronik | Purchase Owner: Spouse | $50,001 - $100,000 | 01/12/2026 | 02/11/2026 | n/a | n/a | 20033964 |
XAI xAI | Purchase Owner: Spouse | $100,001 - $250,000 | 12/15/2025 | 01/07/2026 | n/a | n/a | 20033736 |
CIEN Ciena Corporation (CIEN) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -58.0% vs SPY -46.2% | -54.1% vs SPY -40.1% | 20033446 |
CHRD Chord Energy Corporation - Common Stock (CHRD) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -65.4% vs SPY -53.6% | -58.6% vs SPY -44.6% | 20033446 |
CASY Caseys General Stores, Inc. - Common Stock (CASY) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -30.1% vs SPY -18.3% | -23.5% vs SPY -9.4% | 20033446 |
CACI CACI International, Inc. Class A Common Stock (CACI) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -21.0% vs SPY -9.2% | -11.4% vs SPY +2.6% | 20033446 |
AKAM Akamai Technologies, Inc. - Common Stock (AKAM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -15.2% vs SPY -3.4% | +2.0% vs SPY +16.1% | 20033446 |
BWXT BWX Technologies, Inc. Common Stock (BWXT) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +37.9% vs SPY +49.7% | +24.2% vs SPY +38.2% | 20033446 |
BRO Brown & Brown, Inc. Common Stock (BRO) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +10.2% vs SPY +22.0% | +9.8% vs SPY +23.9% | 20033446 |
AVGO Broadcom Inc. - Common Stock (AVGO) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +9.5% vs SPY +21.3% | +11.5% vs SPY +25.5% | 20033446 |
AMD Advanced Micro Devices, Inc. (AMD) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -88.9% vs SPY -77.1% | -125.0% vs SPY -111.0% | 20033446 |
BCO Brinks Company (BCO) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +1.7% vs SPY +13.5% | +1.9% vs SPY +15.9% | 20033446 |
BP BP p.l.c. Common Stock (BP) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -42.4% vs SPY -30.7% | -37.4% vs SPY -23.4% | 20033446 |
BSX Boston Scientific Corporation Common Stock (BSX) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +56.8% vs SPY +68.6% | +55.6% vs SPY +69.7% | 20033446 |
BL BlackLine, Inc. - Common Stock (BL) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +41.8% vs SPY +53.6% | +40.7% vs SPY +54.7% | 20033446 |
BHP BHP Group Limited American Depositary Shares (BHP) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -42.7% vs SPY -30.9% | -53.8% vs SPY -39.8% | 20033446 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -16.7% vs SPY -4.9% | -9.7% vs SPY +4.3% | 20033446 |
BAX Baxter International Inc. Common Stock (BAX) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -38.3% vs SPY -26.5% | -40.5% vs SPY -26.5% | 20033446 |
BCS Barclays PLC Common Stock (BCS) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -6.7% vs SPY +5.1% | -8.5% vs SPY +5.5% | 20033446 |
BAC Bank of America Corporation Common Stock (BAC) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +5.1% vs SPY +16.9% | +2.3% vs SPY +16.4% | 20033446 |
AVB AvalonBay Communities, Inc. Common Stock (AVB) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20033446 |
WYNN Wynn Resorts, Limited - Common Stock (WYNN) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +34.1% vs SPY +45.9% | +36.5% vs SPY +50.5% | 20033446 |
WSFS WSFS Financial Corporation - Common Stock (WSFS) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -55.1% vs SPY -43.3% | -45.4% vs SPY -31.4% | 20033446 |
WMT Walmart Inc. Common Stock (WMT) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -24.4% vs SPY -12.7% | -21.0% vs SPY -7.0% | 20033446 |
WRB W.R. Berkley Corporation Common Stock (WRB) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -8.2% vs SPY +3.6% | +0.4% vs SPY +14.4% | 20033446 |
AZN AstraZeneca PLC - American Depositary Shares (AZN) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -12.7% vs SPY -0.9% | -1.5% vs SPY +12.5% | 20033446 |
VST Vistra Corp. Common Stock (VST) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +25.4% vs SPY +37.2% | +19.8% vs SPY +33.9% | 20033446 |
V Visa Inc. (V) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -24.4% vs SPY -12.6% | -28.4% vs SPY -14.4% | 20033446 |
VRT Vertiv Holdings, LLC Class A Common Stock (VRT) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -22.5% vs SPY -10.7% | -39.9% vs SPY -25.8% | 20033446 |
VALE VALE S.A. American Depositary Shares Each Representing one common share (VALE) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +1.6% vs SPY +13.4% | +1.6% vs SPY +15.7% | 20033446 |
ASML ASML Holding N.V. - New York Registry Shares (ASML) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -47.4% vs SPY -35.6% | -58.1% vs SPY -44.1% | 20033446 |
UE Urban Edge Properties Common Shares of Beneficial Interest (UE) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -11.5% vs SPY +0.2% | -13.3% vs SPY +0.7% | 20033446 |
UNM Unum Group Common Stock (UNM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -26.9% vs SPY -15.1% | -23.2% vs SPY -9.1% | 20033446 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -21.6% vs SPY -9.8% | -30.1% vs SPY -16.1% | 20033446 |
UTHR United Therapeutics Corporation - Common Stock (UTHR) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -35.0% vs SPY -23.2% | -26.0% vs SPY -12.0% | 20033446 |
UBER Uber Technologies, Inc. Common Stock (UBER) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +31.0% vs SPY +42.8% | +20.4% vs SPY +34.4% | 20033446 |
TCOM Trip.com Group Limited - American Depositary Shares (TCOM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +41.4% vs SPY +53.2% | +41.0% vs SPY +55.1% | 20033446 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +24.9% vs SPY +36.7% | +24.0% vs SPY +38.0% | 20033446 |
TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -23.5% vs SPY -11.7% | -19.6% vs SPY -5.6% | 20033446 |
SJM The J.M. Smucker Company Common Stock (SJM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -28.7% vs SPY -16.9% | -26.5% vs SPY -12.5% | 20033446 |
BK The Bank of New York Mellon Corporation Common Stock (BK) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | n/a | n/a | 20033446 |
TXT Textron Inc. Common Stock (TXT) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -8.7% vs SPY +3.1% | -6.6% vs SPY +7.4% | 20033446 |
TSLA Tesla, Inc. - Common Stock (TSLA) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +12.7% vs SPY +24.5% | +4.6% vs SPY +18.6% | 20033446 |
TER Teradyne, Inc. (TER) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -48.5% vs SPY -36.7% | -62.5% vs SPY -48.5% | 20033446 |
TMHC Taylor Morrison Home Corporation Common Stock (TMHC) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | n/a | n/a | 20033446 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -36.2% vs SPY -24.4% | -43.7% vs SPY -29.7% | 20033446 |
SYY Sysco Corporation Common Stock (SYY) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -2.7% vs SPY +9.1% | -2.1% vs SPY +11.9% | 20033446 |
SF Stifel Financial Corporation Common Stock (SF) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +11.5% vs SPY +23.3% | +11.6% vs SPY +25.6% | 20033446 |
SFM Sprouts Farmers Market, Inc. - Common Stock (SFM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +33.5% vs SPY +45.3% | +34.0% vs SPY +48.0% | 20033446 |
SR Spire Inc. Common Stock (SR) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -6.0% vs SPY +5.8% | -5.6% vs SPY +8.4% | 20033446 |
SONY Sony Group Corporation American Depositary Shares (SONY) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +9.0% vs SPY +20.8% | +12.5% vs SPY +26.5% | 20033446 |
SGI Somnigroup International Inc. Common Stock (SGI) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +16.9% vs SPY +28.7% | +25.1% vs SPY +39.1% | 20033446 |
SLB SLB Limited Common Shares (SLB) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -48.1% vs SPY -36.3% | -49.6% vs SPY -35.5% | 20033446 |
SHW Sherwin-Williams Company (SHW) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +0.2% vs SPY +12.0% | -1.6% vs SPY +12.5% | 20033446 |
SBCF Seacoast Banking Corporation of Florida - Common Stock (SBCF) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -13.0% vs SPY -1.2% | -11.6% vs SPY +2.5% | 20033446 |
SAIC Science Applications International Corporation - Common Stock (SAIC) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -63.9% vs SPY -52.1% | -80.6% vs SPY -66.5% | 20033446 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale Owner: Spouse | $15,001 - $50,000 | 10/31/2025 | 11/21/2025 | -23.2% vs SPY -11.4% | -20.6% vs SPY -6.6% | 20033446 |
SAP SAP SE ADS (SAP) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +9.9% vs SPY +21.7% | +1.7% vs SPY +15.7% | 20033446 |
SNDK Sandisk Corporation - Common Stock (SNDK) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -465.2% vs SPY -453.4% | -396.4% vs SPY -382.3% | 20033446 |
ROIV Roivant Sciences Ltd. - Common Shares (ROIV) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -80.3% vs SPY -68.5% | -77.5% vs SPY -63.5% | 20033446 |
APPF AppFolio, Inc. - Class A Common Stock (APPF) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +12.1% vs SPY +23.9% | +1.1% vs SPY +15.1% | 20033446 |
RIO Rio Tinto Plc Common Stock (RIO) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -19.5% vs SPY -7.7% | -21.7% vs SPY -7.7% | 20033446 |
RGEN Repligen Corporation - Common Stock (RGEN) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -19.6% vs SPY -7.8% | -6.6% vs SPY +7.4% | 20033446 |
RF Regions Financial Corporation Common Stock (RF) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -23.0% vs SPY -11.2% | -19.7% vs SPY -5.7% | 20033446 |
RBA RB Global, Inc. Common Stock (RBA) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | +5.5% vs SPY +17.3% | +1.8% vs SPY +15.8% | 20033446 |
PWR Quanta Services, Inc. Common Stock (PWR) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -46.4% vs SPY -34.6% | -48.5% vs SPY -34.5% | 20033446 |
QLYS Qualys, Inc. - Common Stock (QLYS) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | -70.8% vs SPY -59.0% | -49.9% vs SPY -35.8% | 20033446 |
PSTG Pure Storage, Inc. Class A Common Stock (PSTG) | Sale Owner: Spouse | $1,001 - $15,000 | 10/31/2025 | 11/21/2025 | n/a | n/a | 20033446 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.