Trading fell 98% in the last two quarters
9 trades made in Q2 '26 and Q3 '26, against 496 in Q4 '25 and Q1 '26. Recent quarters can still grow as late reports arrive.
Lisa McClain (MI-9) disclosed a net worth range between $3.3M and $10.5M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
9 trades made in Q2 '26 and Q3 '26, against 496 in Q4 '25 and Q1 '26. Recent quarters can still grow as late reports arrive.
Those 1,427 trades carry about 86.1% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 34 days after it was made, and 531 of 1,461 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $3.3M – $10.5M |
| 2024 | 2025-08-13 | $3.2M – $10.7M |
| 2023 | 2024-08-13 | $2.1M – $7.5M |
| 2022 | 2023-08-10 | $1.8M – $7.2M |
| 2021 | 2022-08-12 | $1.5M – $6.7M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-09-30 | STX ST · Seagate Technology Holdings PLC - Ordinary Shares (STX) | Sell | SP Charles Schwab 401K (Hantz) > Schwab 824 | $15K - $50K | 2026-10-12 | 12d |
| 2026-09-30 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $1K - $15K | 2026-10-12 | 12d |
| 2026-09-30 | IBRX ST · ImmunityBio, Inc. - Common Stock (IBRX) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $1K - $15K | 2026-10-12 | 12d |
| 2026-09-28 | IBRX ST · ImmunityBio, Inc. - Common Stock (IBRX) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $1K - $15K | 2026-10-12 | 14d |
| 2026-09-28 | CAT ST · Caterpillar, Inc. Common Stock (CAT) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 586 | $1K - $15K | 2026-10-12 | 14d |
| 2026-09-14 | OLN ST · Olin Corporation Common Stock (OLN) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $15K - $50K | 2026-10-12 | 28d |
| 2026-09-14 | RIG ST · Transocean Ltd (RIG) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $15K - $50K | 2026-10-12 | 28d |
| 2026-09-14 | NG ST · Novagold Resources Inc. (NG) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $1K - $15K | 2026-10-12 | 28d |
| 2026-09-14 | CACI ST · CACI International, Inc. Class A Common Stock (CACI) | Buy | SP Charles Schwab 401K (Hantz) > Schwab 824 | $15K - $50K | 2026-10-12 | 28d |
| 2026-02-06 | BBAI ST · BigBear.ai, Inc. Common Stock (BBAI) | Buy | SP Charles Schwab 401K > Schwab 824 | $15K - $50K | 2026-03-04 | 26d |
| 2026-02-04 | BBAI ST · BigBear.ai, Inc. Common Stock (BBAI) | Buy | SP Charles Schwab 401K > Schwab 824 | $1K - $15K | 2026-03-04 | 28d |
| 2025-10-31 | MGPI ST · MGP Ingredients, Inc. - Common Stock (MGPI) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | SP Charles Schwab 401K > Schwab 893 | $15K - $50K | 2025-11-21 | 21d |
| 2025-10-31 | MKSI ST · MKS Inc. - Common Stock (MKSI) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | NFLX ST · Netflix, Inc. - Common Stock (NFLX) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | NTRS ST · Northern Trust Corporation - Common Stock (NTRS) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | NCLH ST · Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | NVS ST · Novartis AG Common Stock (NVS) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | NVO ST · Novo Nordisk A/S Common Stock (NVO) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | SP Charles Schwab 401K > Schwab 893 | $15K - $50K | 2025-11-21 | 21d |
| 2025-10-31 | OPCH ST · Option Care Health, Inc. - Common Stock (OPCH) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ORCL ST · Oracle Corporation Common Stock (ORCL) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ORLY ST · O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | OSK ST · Oshkosh Corporation (OSK) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | OTIS ST · Otis Worldwide Corporation Common Stock (OTIS) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| BBAI | 13,580 | $29.1K | 1.6% |
| RIG | 5,963 | $38.2K | 2.1% |
| PLTR | 3,803 | $748.3K | 40.2% |
| LYG | 1,942 | $10.4K | 0.6% |
| OLN | 1,925 | $30.2K | 1.6% |
| IBRX | 1,787 | $14.7K | 0.8% |
| NG | 1,107 | $6.7K | 0.4% |
| TSM | 638 | $267.2K | 14.4% |
| BCS | 542 | $11.8K | 0.6% |
| ACI | 428 | $6K | 0.3% |
| KRG | 374 | $9.2K | 0.5% |
| SMR | 327 | $1.8K | 0.1% |
| ROIV | 320 | $11.7K | 0.6% |
| DOW | 291 | $9.5K | 0.5% |
| OPCH | 289 | $9K | 0.5% |
| GME | 280 | $7K | 0.4% |
| LI | 265 | $3K | 0.2% |
| IBN | 243 | $7.2K | 0.4% |
| UBSI | 218 | $10.6K | 0.6% |
| WTRG | 213 | $9.2K | 0.5% |
| VALE | 207 | $2.6K | 0.1% |
| OVV | 207 | $15K | 0.8% |
| OGE | 170 | $8.2K | 0.4% |
| BAX | 160 | $4.1K | 0.2% |
| HSBC | 154 | $13.9K | 0.8% |
| RIO | 140 | $11.7K | 0.6% |
| STX | 137 | $86.1K | 4.6% |
| TSLA | 131 | $48.7K | 2.6% |
| HIMS | 126 | $3.5K | 0.2% |
| HPE | 119 | $6.8K | 0.4% |
| MKSI | 115 | $22.5K | 1.2% |
| ILMN | 110 | $29.7K | 1.6% |
| SRE | 108 | $9.1K | 0.5% |
| GOOGL | 106 | $34K | 1.8% |
| BCC | 97 | $7.5K | 0.4% |
| NCLH | 84 | $1.3K | 0.1% |
| SBUX | 82 | $8.3K | 0.5% |
| PII | 79 | $4.3K | 0.2% |
| XOM | 78 | $14.2K | 0.8% |
| P | 72 | $8.8K | 0.5% |
| SAIC | 67 | $9.8K | 0.5% |
| INGR | 66 | $6.3K | 0.3% |
| SBCF | 61 | $2K | 0.1% |
| ING | 54 | $1.7K | 0.1% |
| ATR | 52 | $6.6K | 0.4% |
| TRGP | 49 | $14.9K | 0.8% |
| TER | 49 | $15K | 0.8% |
| FISV | 48 | $2.4K | 0.1% |
| AVGO | 43 | $13.7K | 0.7% |
| RF | 41 | $1.2K | 0.1% |
| COHR | 40 | $8.3K | 0.5% |
| SBAC | 39 | $7.3K | 0.4% |
| CACI | 37 | $23.3K | 1.3% |
| GSK | 36 | $1.8K | 0.1% |
| JPM | 34 | $11.3K | 0.6% |
| IT | 34 | $7.8K | 0.4% |
| BAC | 31 | $1.6K | 0.1% |
| AMD | 31 | $16K | 0.9% |
| DAL | 30 | $2.3K | 0.1% |
| SONY | 28 | $727 | 0.0% |
| WYNN | 27 | $2K | 0.1% |
| FLEX | 23 | $1.7K | 0.1% |
| BCO | 23 | $2.5K | 0.1% |
| MSFT | 22 | $11.7K | 0.6% |
| BWXT | 21 | $2.7K | 0.2% |
| ENTG | 21 | $2.9K | 0.2% |
| SNDR | 20 | $613 | 0.0% |
| UE | 19 | $376 | 0.0% |
| CIEN | 19 | $6.2K | 0.3% |
| UBER | 19 | $1.2K | 0.1% |
| SGI | 18 | $1.2K | 0.1% |
| SR | 18 | $1.5K | 0.1% |
| ELV | 17 | $7.6K | 0.4% |
| BL | 16 | $568 | 0.0% |
| BABA | 16 | $1.6K | 0.1% |
| EXC | 15 | $678 | 0.0% |
| BNY | 15 | $2.2K | 0.1% |
| CHE | 14 | $7.4K | 0.4% |
| HAS | 14 | $1.6K | 0.1% |
| FIVE | 13 | $2.9K | 0.2% |
| DHI | 13 | $1.9K | 0.1% |
| DDOG | 13 | $3.5K | 0.2% |
| SER | 13 | $21 | 0.0% |
| META | 12 | $7.6K | 0.4% |
| UTHR | 11 | $6.4K | 0.4% |
| RGEN | 11 | $1.9K | 0.1% |
| NTRS | 11 | $1.8K | 0.1% |
| ALLE | 10 | $1.9K | 0.1% |
| PFG | 10 | $1.1K | 0.1% |
| L | 10 | $1.2K | 0.1% |
| ITT | 10 | $1.9K | 0.1% |
| MTZ | 10 | $1.7K | 0.1% |
| CAT | 10 | $6.7K | 0.4% |
| DKS | 10 | $1.4K | 0.1% |
| GTY | 9 | $243 | 0.0% |
| FTNT | 8 | $1.5K | 0.1% |
| ORCL | 8 | $1K | 0.1% |
| SLB | 8 | $414 | 0.0% |
| HUM | 7 | $3.1K | 0.2% |
| OTIS | 7 | $557 | 0.0% |
| ABBV | 6 | $1.8K | 0.1% |
| CMI | 6 | $3.3K | 0.2% |
| PEP | 6 | $853 | 0.1% |
| WMT | 6 | $697 | 0.0% |
| H | 6 | $961 | 0.1% |
| WRB | 6 | $407 | 0.0% |
| SHEL | 6 | $599 | 0.0% |
| DUK | 5 | $666 | 0.0% |
| AXP | 5 | $1.6K | 0.1% |
| SJM | 5 | $657 | 0.0% |
| SYY | 5 | $380 | 0.0% |
| KO | 4 | $409 | 0.0% |
| JNJ | 4 | $1.1K | 0.1% |
| UNM | 4 | $392 | 0.0% |
| CNM | 4 | $163 | 0.0% |
| IEX | 4 | $892 | 0.1% |
| TXT | 4 | $293 | 0.0% |
| EHC | 4 | $439 | 0.0% |
| PWR | 3 | $1.8K | 0.1% |
| VNT | 3 | $103 | 0.0% |
| ACIW | 2 | $119 | 0.0% |
| V | 2 | $822 | 0.0% |
| RVTY | 2 | $276 | 0.0% |
| ECL | 1 | $401 | 0.0% |
| TFX | 1 | $157 | 0.0% |
| ROL | 1 | $39 | 0.0% |
| WMB | 1 | $77 | 0.0% |
| SCI | 1 | $81 | 0.0% |
| LPX | 1 | $69 | 0.0% |
| NVS | 1 | $135 | 0.0% |
| NYT | 1 | $58 | 0.0% |
| YUM | 1 | $121 | 0.0% |
| DOCU | 1 | $68 | 0.0% |
| BLK | 1 | $775 | 0.0% |
| MCD | 1 | $159 | 0.0% |
| CSCO | 1 | $60 | 0.0% |
| SNY | 0 | $16 | 0.0% |
| ITW | 0 | $102 | 0.0% |
| NBIX | 0 | $52 | 0.0% |
| WSO | 0 | $116 | 0.0% |
| ETN | 0 | $105 | 0.0% |
| TMO | 0 | $189 | 0.0% |
| WST | 0 | $55 | 0.0% |
| CSL | 0 | $46 | 0.0% |
| VRSN | 0 | $31 | 0.0% |
| AJG | 0 | $27 | 0.0% |
| BRK-B | 0 | $26 | 0.0% |
| COST | 0 | $28 | 0.0% |
| HCA | 0 | $3 | 0.0% |
The assets Lisa McClain itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Hantz Group | PS |
$100K - $1M
Dividends
|
$1M - $5M |
| Prudential IRA ⇒ MFS Value Series Service Class | FN |
Tax-Deferred
|
$500K - $1M |
| Charles Schwab Brokerage Account 595 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$250K - $500K |
| Nationwide Variable Universal Life | WU | — | $250K - $500K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST |
Tax-Deferred
|
$100K - $250K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST |
Tax-Deferred
|
$100K - $250K |
| Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Mid-Cap 400 ETF (IVOO) | EF |
$201 - $1K
Capital Gains, Dividends
|
$100K - $250K |
| Charles Schwab Brokerage Account 595 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| Credit Union One | BA | — | $100K - $250K |
| SpaceX Stock | OT | — | $100K - $250K |
| Charles Schwab 401K (Hantz) ⇒ CIT Polen International | OT |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ ClearBridge Dividend Strategy Fund Class A (SOPAX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ ClearBridge Large Cap Growth Fd Cl A (SBLGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Polen Growth Fund Institutional Class (POLIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) | ST |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Aggregate Bond Index Fund (SWAGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Large-Cap Value Index Fund (SWLVX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard Intermediate-Term Treasury Fund (VFITX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab Brokerage Account 595 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Charles Schwab 401K (Hantz) ⇒ | — |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Aristotle Intl Equity CIT | OT |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Congress Mid Cap Growth Fd Inst Cl (IMIDX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Diamond Hill All Cap Select Fund - Class I (DHLTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Franklin Small Cap Value GG Trust CIT Class R (WFSAAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ BigBear.ai, Inc. Common Stock (BBAI) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Rigetti Computing, Inc. - Common stock (RGTI) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab Fundamental International Lg Company Idx Fd Insti Shs (SFNNX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab International Index Fund - Select Shares (SWISX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Thornburg Limited Term US Government Fund Class I (LTUIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard Small-Cap Growth Index Fd Inst Shs (VSGIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Zacks Dividend CIT - SEIZD1 | OT |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab Brokerage Account 595 ⇒ Charles Schwab Bank | BA | — | $15K - $50K |
| Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Small-Cap 600 ETF (VIOO) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Charles Schwab Brokerage Account 595 ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Hantz Ventures - SL I, LLC | HE | — | $15K - $50K |
| Nationwide Indexed Universal Life | WU | — | $15K - $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Charles Schwab Bank - Sweep | BA |
Tax-Deferred
|
$1K - $15K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Home Equity Loan (Credit Union One) | $50K - $100K |