Lisa McClain
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 .
Net worth
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.
Net worth band by reporting year
| 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 |
Disclosed assets
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 |
Disclosed liabilities
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 |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 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 | HUM ST · Humana Inc. Common Stock (HUM) F S: New | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | HDB ST · HDFC Bank Limited Common Stock (HDB) F S: New | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | EME ST · EMCOR Group, Inc. Common Stock (EME) | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | CLX ST · Clorox Company (CLX) | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BRO ST · Brown & Brown, Inc. Common Stock (BRO) F S: New | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AMH ST · American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ABBV ST · AbbVie Inc. Common Stock (ABBV) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ACIW ST · ACI Worldwide, Inc. - Common Stock (ACIW) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AMD ST · Advanced Micro Devices, Inc. (AMD) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AKAM ST · Akamai Technologies, Inc. - Common Stock (AKAM) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ALEX ST · Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BABA ST · Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ALLE ST · Allegion plc Ordinary Shares (ALLE) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | GOOG ST · Alphabet Inc. - Class C Capital Stock (GOOG) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AXP ST · American Express Company Common Stock (AXP) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AMH ST · American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | APPF ST · AppFolio, Inc. - Class A Common Stock (APPF) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Sell | SP Charles Schwab 401K > Schwab 893 | $15K - $50K | 2025-11-21 | 21d |
| 2025-10-31 | ASML ST · ASML Holding N.V. - New York Registry Shares (ASML) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AZN ST · AstraZeneca PLC - American Depositary Shares (AZN) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AVB ST · AvalonBay Communities, Inc. Common Stock (AVB) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BAC ST · Bank of America Corporation Common Stock (BAC) | Sell | SP Charles Schwab 401K > Schwab 893 | $1K - $15K | 2025-11-21 | 21d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. 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.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| BBAI | 13,580 | $39.7K | 2.3% |
| PLTR | 3,803 | $663K | 39.1% |
| LYG | 1,942 | $11.8K | 0.7% |
| TSM | 638 | $273.8K | 16.1% |
| BCS | 457 | $12.3K | 0.7% |
| ACI | 428 | $5.4K | 0.3% |
| KRG | 374 | $9.7K | 0.6% |
| SMR | 327 | $3.2K | 0.2% |
| ROIV | 320 | $11.2K | 0.7% |
| BAX | 291 | $7.5K | 0.4% |
| DOW | 291 | $8.6K | 0.5% |
| OPCH | 289 | $7K | 0.4% |
| GME | 280 | $5.4K | 0.3% |
| LI | 265 | $3.3K | 0.2% |
| IBN | 243 | $7.4K | 0.4% |
| WTRG | 213 | $8.9K | 0.5% |
| VALE | 207 | $3.2K | 0.2% |
| OVV | 207 | $13.4K | 0.8% |
| STX | 172 | $145.9K | 8.6% |
| OGE | 170 | $8K | 0.5% |
| RIO | 140 | $14.4K | 0.9% |
| HSBC | 137 | $14.6K | 0.9% |
| TSLA | 131 | $46.3K | 2.7% |
| HIMS | 126 | $3.5K | 0.2% |
| HPE | 119 | $6.2K | 0.4% |
| MKSI | 115 | $29.8K | 1.8% |
| ILMN | 110 | $24K | 1.4% |
| SRE | 108 | $9.1K | 0.5% |
| BCC | 97 | $7.7K | 0.5% |
| NCLH | 84 | $1.3K | 0.1% |
| SBUX | 82 | $8.6K | 0.5% |
| PII | 79 | $4.9K | 0.3% |
| XOM | 78 | $12.4K | 0.7% |
| SAIC | 67 | $8.5K | 0.5% |
| INGR | 66 | $6.6K | 0.4% |
| SBCF | 61 | $2.1K | 0.1% |
| GOOGL | 60 | $20.5K | 1.2% |
| ING | 54 | $2K | 0.1% |
| ATR | 52 | $6.6K | 0.4% |
| TRGP | 49 | $14.3K | 0.8% |
| TER | 49 | $17.3K | 1.0% |
| AVGO | 43 | $15.2K | 0.9% |
| RF | 41 | $1.2K | 0.1% |
| COHR | 40 | $11.2K | 0.7% |
| SBAC | 39 | $7.4K | 0.4% |
| GSK | 36 | $1.8K | 0.1% |
| JPM | 34 | $12.2K | 0.7% |
| IT | 34 | $6.3K | 0.4% |
| BAC | 31 | $2K | 0.1% |
| AMD | 31 | $14.8K | 0.9% |
| DAL | 30 | $2.4K | 0.1% |
| SONY | 28 | $685 | 0.0% |
| WYNN | 27 | $2.5K | 0.2% |
| FLEX | 23 | $2.5K | 0.2% |
| BCO | 23 | $2.5K | 0.1% |
| BWXT | 21 | $3.4K | 0.2% |
| ENTG | 21 | $2.9K | 0.2% |
| SNDR | 20 | $708 | 0.0% |
| UE | 19 | $408 | 0.0% |
| CIEN | 19 | $6.2K | 0.4% |
| UBER | 19 | $1.4K | 0.1% |
| SGI | 18 | $1.3K | 0.1% |
| SR | 18 | $1.5K | 0.1% |
| ELV | 17 | $7K | 0.4% |
| BL | 16 | $534 | 0.0% |
| BABA | 16 | $1.8K | 0.1% |
| EXC | 15 | $666 | 0.0% |
| BNY | 15 | $2.5K | 0.2% |
| CHE | 14 | $7.5K | 0.4% |
| HAS | 14 | $1.3K | 0.1% |
| FIVE | 13 | $3.3K | 0.2% |
| DHI | 13 | $1.9K | 0.1% |
| DDOG | 13 | $2.8K | 0.2% |
| META | 12 | $7.2K | 0.4% |
| UTHR | 11 | $5.4K | 0.3% |
| RGEN | 11 | $1.8K | 0.1% |
| NTRS | 11 | $2K | 0.1% |
| ALLE | 10 | $1.6K | 0.1% |
| PFG | 10 | $1.2K | 0.1% |
| L | 10 | $1.1K | 0.1% |
| ITT | 10 | $2.1K | 0.1% |
| MTZ | 10 | $2.4K | 0.1% |
| DKS | 10 | $1.3K | 0.1% |
| GTY | 9 | $282 | 0.0% |
| FTNT | 8 | $1.3K | 0.1% |
| ORCL | 8 | $1.3K | 0.1% |
| SLB | 8 | $449 | 0.0% |
| HUM | 7 | $3K | 0.2% |
| OTIS | 7 | $528 | 0.0% |
| MSFT | 7 | $3.4K | 0.2% |
| ABBV | 6 | $1.7K | 0.1% |
| CMI | 6 | $3.6K | 0.2% |
| PEP | 6 | $865 | 0.1% |
| WMT | 6 | $622 | 0.0% |
| H | 6 | $924 | 0.1% |
| WRB | 6 | $384 | 0.0% |
| SHEL | 6 | $515 | 0.0% |
| DUK | 5 | $641 | 0.0% |
| AXP | 5 | $1.7K | 0.1% |
| SJM | 5 | $637 | 0.0% |
| SYY | 5 | $374 | 0.0% |
| KO | 4 | $389 | 0.0% |
| JNJ | 4 | $1.2K | 0.1% |
| UNM | 4 | $416 | 0.0% |
| CNM | 4 | $173 | 0.0% |
| IEX | 4 | $871 | 0.1% |
| TXT | 4 | $301 | 0.0% |
| EHC | 4 | $431 | 0.0% |
| PWR | 3 | $2K | 0.1% |
| VNT | 3 | $100 | 0.0% |
| ACIW | 2 | $113 | 0.0% |
| V | 2 | $756 | 0.0% |
| RVTY | 2 | $226 | 0.0% |
| ECL | 1 | $388 | 0.0% |
| TFX | 1 | $159 | 0.0% |
| ROL | 1 | $40 | 0.0% |
| WMB | 1 | $80 | 0.0% |
| SCI | 1 | $80 | 0.0% |
| LPX | 1 | $64 | 0.0% |
| NVS | 1 | $143 | 0.0% |
| NYT | 1 | $56 | 0.0% |
| YUM | 1 | $121 | 0.0% |
| DOCU | 1 | $55 | 0.0% |
| BLK | 1 | $778 | 0.1% |
| MCD | 1 | $163 | 0.0% |
| CSCO | 1 | $61 | 0.0% |
| SNY | 0 | $17 | 0.0% |
| ITW | 0 | $100 | 0.0% |
| NBIX | 0 | $57 | 0.0% |
| WSO | 0 | $113 | 0.0% |
| ETN | 0 | $118 | 0.0% |
| TMO | 0 | $172 | 0.0% |
| WST | 0 | $47 | 0.0% |
| CSL | 0 | $47 | 0.0% |
| VRSN | 0 | $30 | 0.0% |
| AJG | 0 | $26 | 0.0% |
| COST | 0 | $25 | 0.0% |
| HCA | 0 | $3 | 0.0% |