U.S. Representative
Lisa C. McClain
RHouseMichigan · District 09
U.S. Representative (R) for Michigan, 60 years old.
Tenure
Representative since 2021
Born
Stockbridge, Ingham County, Mich., 1966
Education
- B.A. Northwood University (1997)
Full biography
MCCLAIN, Lisa C., a Representative from Michigan; born in Stockbridge, Ingham County, Mich., April 7, 1966; graduated from Stockbridge High School, Stockbridge, Mich., 1984; attended Lansing Community College, Lansing, Mich.; B.B.A., Northwood University, Midland, Mich., 1997; business executive; financial consultant; elected as a Republican to the One Hundred Seventeenth and to the two succeeding Congresses (January 3, 2021-present); chair, House Republican Conference (One Hundred Nineteenth Congress).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
Return YTD
Down 8.2%
Net Profit YTD
−$3.3K
▼ Trailing S&P 500 by 40.0 pts
2 priced trades counted
Profitable trades
0%
House rank
#6/85
100
Total trades
$40.5K
Volume YTD
—
Avg hold
36
Conflicts
Public financial disclosure
Self-reported on House Form A — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 1 sector overlap$1.9M – $8.3M
Assets minus liabilities, summed across the 17+ disclosed positions.
- Liabilities
- $100K–$250K
- Form
- Amendment Report 2022
- Filed
- August 2023
Holdings in agency’s regulated sectors
Disclosed positions whose sector overlaps with this agency’s jurisdiction. Structural — not an accusation of wrongdoing. Cabinet officials typically divest these at confirmation.
- Polen Capital Growth$250,001 - $500,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.Hantz Group$1,000,001 - $5,000,000
- 2.Charles Schwab Savings Account$250,001 - $500,000
- 3.Polen Capital Growth⚑Financial Services$250,001 - $500,000
- 4.Nationwide Variable Universal Life$100,001 - $250,000
- 5.Victory Integrity Small Cap Value$100,001 - $250,000
- 6.Janus Henderson Tritus Fund$50,001 - $100,000
- 7.Clearbridge Large Cap Fund$50,001 - $100,000
- 8.JP Morgan US Equity Fund$50,001 - $100,000
- 9.Janus Henderson Tritus Fund$50,001 - $100,000
- 10.Thrift Savings Plan$15,001 - $50,000
- 11.MM Russell 2000 Small Cap Index$15,001 - $50,000
- 12.Nationwide Indexed Universal Life$15,001 - $50,000
- 13.Clearbridge Mid Cap Growth$15,001 - $50,000
- 14.Polen International$15,001 - $50,000
- 15.Victory Integrity Small Cap Value$15,001 - $50,000
- 16.Credit Union One$15,001 - $50,000
- 17.Congress Mid Cap Growth Fund$15,001 - $50,000
Track record by window
Year to date
−$3.3K
-8.2%
Gross flow$40.5K
Trades2
Bought / Sold2·0
Open book100%
Public-record gap+12.0%
1 year
+$889.9K
+16.0%
Gross flow$11.2M
Trades1315
Bought / Sold629·686
Open book48%
Public-record gap+14.8%
5 years
+$2.2M
+34.6%
Gross flow$13.3M
Trades1411
Bought / Sold705·706
Open book50%
Public-record gap+16.7%
Best call · 1Y
↑bought
Seagate Technology (STX)+$102.6K(+315.6%)
Bought at $189.24 on Sep 8, 2025 · now $786.42
Ordinary Shares (STX)
Worst call · 1Y
↑bought
Bigbear.ai Holdings (BBAI)−$11.4K(-35.1%)
Bought at $6.61 on Aug 7, 2025 · now $4.29
Disclosed trades · 100
All filings →●Filed Mar 4, 2026·traded Feb 6, 2026
↑bought
B
(BBAI)(BBAI)$15K-$50K26 days to disclose
Bad buy·−$3K-9.1%
−40.3% vs S&P 500●Filed Mar 4, 2026·traded Feb 4, 2026
↑bought
B
(BBAI)(BBAI)$1K-$15K28 days to disclose
Bad buy·−$373-4.7%
−38.7% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
V
common share (VALE)(VALE)$1K-$15K21 days to disclose
Flat·+0.0%
+20.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
B
(BABA)(BABA)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Q
Qualys, Inc. - Common Stock (QLYS)(QLYS)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
U
Shares of Beneficial Interest (UE)(UE)$1K-$15K21 days to disclose
⚑ Real Estate · Committee on Financial ServicesFlat·+0.0%
+9.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
H
Common Stock (HMC)(HMC)$1K-$15K21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
stock (SATS)(SATS)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
N
Novartis AG Common Stock (NVS)(NVS)$1K-$15K21 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
P
Stock (PSTG)(PSTG)$1K-$15K21 days to discloseprice pending
●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Sherwin-Williams Company (SHW)(SHW)$1K-$15K21 days to disclose
Flat·+0.0%
+20.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
U
Unum Group Common Stock (UNM)(UNM)$1K-$15K21 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
W
Stock (WRB)(WRB)$1K-$15K21 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
H
Stock (HWM)(HWM)$1K-$15K21 days to disclose
Flat·+0.0%
+6.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (XOM)(XOM)$1K-$15K
21 days to disclose
Flat·+0.0%
+31.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
E
Ecolab Inc. Common Stock (ECL)(ECL)$1K-$15K21 days to disclose
Flat·+0.0%
+20.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
K
Stock (KRG)(KRG)$1K-$15K21 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+9.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
M
MKS Inc. - Common Stock (MKSI)(MKSI)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
O
Stock (OTIS)(OTIS)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
P
Principal Financial Group Inc (PFG)(PFG)$1K-$15K21 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
R
RB Global, Inc. Common Stock (RBA)(RBA)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Florida - Common Stock (SBCF)(SBCF)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Common Stock (SFM)(SFM)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (UBER)(UBER)$1K-$15K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Visa Inc. (V)(V)$1K-$15K
21 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
V
Vistra Corp. Common Stock (VST)(VST)$1K-$15K21 days to disclose
Flat·+0.0%
+1.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
W
Common Stock (WSFS)(WSFS)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Humana Inc. Common Stock (HUM)(HUM)$1K-$15K
21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
F
(FTNT)(FTNT)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
F
(FIVE)(FIVE)$1K-$15K21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
W
Stock (WTRG)(WTRG)$1K-$15K21 days to disclose
Flat·+0.0%
+1.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
EMCOR Group, Inc. Common Stock (EME)(EME)$1K-$15K
21 days to disclose
Flat·+0.0%
+12.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
SLB Limited Common Shares (SLB)(SLB)$1K-$15K
21 days to disclose
Flat·+0.0%
+31.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (JPM)(JPM)$1K-$15K
21 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (MCD)(MCD)$1K-$15K
21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
M
Stock (MGPI)(MGPI)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
(NVDA)(NVDA)$15K-$50K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
O
Stock (ORLY)(ORLY)$1K-$15K21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Registry Shares (ASML)(ASML)$1K-$15K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
P
Common Stock (PFGC)(PFGC)$1K-$15K21 days to disclose
⚑ Consumer Defensive · Higher Education and Workforce DevelopmentFlat·+0.0%
+9.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Quanta Services, Inc. Common Stock (PWR)(PWR)$1K-$15K
21 days to disclose
Flat·+0.0%
+12.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (TMO)(TMO)$1K-$15K
21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
R
Rio Tinto Plc Common Stock (RIO)(RIO)$1K-$15K21 days to disclose
Flat·+0.0%
+20.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Corporation - Common Stock (SAIC)(SAIC)$1K-$15K
21 days to disclose
Flat·+0.0%
+6.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Spire Inc. Common Stock (SR)(SR)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Spire Inc. Common Stock (SR)(SR)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Tesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
T
Depositary Shares (TCOM)(TCOM)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Depositary Shares (SONY)(SONY)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
V
Common Stock (VRT)(VRT)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
B
BlackLine, Inc. - Common Stock (BL)(BL)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓soldVisa Inc. (V)(V)$1K-$15K
21 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
I
Gartner, Inc. Common Stock (IT)(IT)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Walmart Inc. Common Stock (WMT)(WMT)$1K-$15K
21 days to disclose
⚑ Consumer Defensive · Higher Education and Workforce DevelopmentFlat·+0.0%
+9.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
W
Stock (WYNN)(WYNN)$1K-$15K21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
O
Stock (OPCH)(OPCH)$1K-$15K21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
U
Common Stock (UTHR)(UTHR)$1K-$15K21 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
J
Shares (JD)(JD)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (MSFT)(MSFT)$15K-$50K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
F
FMC Corporation Common Stock (FMC)(FMC)$1K-$15K21 days to disclose
Flat·+0.0%
+9.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Manufacturing Company Ltd. (TSM)(TSM)$1K-$15K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
I
ITT Inc. Common Stock (ITT)(ITT)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
(ENTG)(ENTG)$1K-$15K
21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
E
Common Stock (EHC)(EHC)$1K-$15K21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
T
Common Stock (TMHC)(TMHC)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
A
Stock (APPF)(APPF)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
R
Common Stock (RF)(RF)$1K-$15K21 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Johnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
21 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
D
Stock (DKS)(DKS)$1K-$15K21 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
−0.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
M
MasTec, Inc. Common Stock (MTZ)(MTZ)$1K-$15K21 days to disclose
Flat·+0.0%
+12.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
B
Depositary Shares (BHP)(BHP)$1K-$15K21 days to disclose
Flat·+0.0%
+20.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Common Stock (META)(META)$1K-$15K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Apple Inc. - Common Stock (AAPL)(AAPL)$15K-$50K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
N
Novo Nordisk A/S Common Stock (NVO)(NVO)$1K-$15K21 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Stock (SF)(SF)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
(ORCL)(ORCL)$1K-$15K
21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
L
Common Stock (LPX)(LPX)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
21 days to disclose
Flat·+0.0%
+0.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Common Stock (PLTR)(PLTR)$1K-$15K
21 days to disclose
Flat·+0.0%
+6.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
P
Depositary Shares (PDD)(PDD)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
A
Shares of Beneficial Interest (AMH)(AMH)$1K-$15K21 days to disclose
⚑ Real Estate · Committee on Financial ServicesFlat·+0.0%
+9.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
I
Gartner, Inc. Common Stock (IT)(IT)$1K-$15K21 days to disclose
Flat·+0.0%
+23.1% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
G
Stock (GTY)(GTY)$1K-$15K21 days to disclose
⚑ Real Estate · Committee on Financial ServicesFlat·+0.0%
+9.3% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Sysco Corporation Common Stock (SYY)(SYY)$1K-$15K
21 days to disclose
⚑ Consumer Defensive · Higher Education and Workforce DevelopmentFlat·+0.0%
+9.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Kenvue Inc. Common Stock (KVUE)(KVUE)$1K-$15K
21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
R
Stock (RGEN)(RGEN)$1K-$15K21 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
R
Shares (ROIV)(ROIV)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
(SNDK)(SNDK)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Common Stock (UNH)(UNH)$1K-$15K
21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Common Stock (SGI)(SGI)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
I
IDEX Corporation Common Stock (IEX)(IEX)$1K-$15K21 days to disclose
Flat·+0.0%
+12.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
Stock (ITW)(ITW)$1K-$15K
21 days to disclose
Flat·+0.0%
+12.4% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
A
Depositary Shares (AZN)(AZN)$1K-$15K21 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
T
Teradyne, Inc. (TER)(TER)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
T
Textron Inc. Common Stock (TXT)(TXT)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
T-Mobile US, Inc. (TMUS)(TMUS)$1K-$15K
21 days to disclose
Flat·+0.0%
+0.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
I
(ILMN)(ILMN)$1K-$15K21 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+3.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
I
ING Group, N.V. Common Stock (ING)(ING)$1K-$15K21 days to disclose
Flat·+0.0%
+10.0% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
S
Stock (SJM)(SJM)$1K-$15K21 days to disclose
⚑ Consumer Defensive · Higher Education and Workforce DevelopmentFlat·+0.0%
+9.6% vs S&P 500●Filed Nov 21, 2025·traded Oct 31, 2025
↓sold
N
Common Stock (NTRS)(NTRS)$1K-$15K21 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
−1.0% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Mar 4, 2026 | Feb 6, 2026 26 days to disclose | ↑bought | B BBAI(BBAI) Charles Schwab 401K > Schwab 824 | Bad buy·−$3K-9.1% −40.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.6% of book |
| Mar 4, 2026 | Feb 4, 2026 28 days to disclose | ↑bought | B BBAI(BBAI) Charles Schwab 401K > Schwab 824 | Bad buy·−$373-4.7% −38.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | V VALEcommon share (VALE) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +20.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | B BABA(BABA) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Q QLYSQualys, Inc. - Common Stock (QLYS) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | U UEShares of Beneficial Interest (UE) Charles Schwab 401K > Schwab 893 ⚑ Real Estate · Committee on Financial Services | Flat·+0.0% +9.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | H HMCCommon Stock (HMC) Charles Schwab 401K > Schwab 893 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SATSstock (SATS) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | N NVSNovartis AG Common Stock (NVS) Charles Schwab 401K > Schwab 893 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | P PSTGStock (PSTG) Charles Schwab 401K > Schwab 893 | price pending | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SHWSherwin-Williams Company (SHW) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +20.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | U UNMUnum Group Common Stock (UNM) Charles Schwab 401K > Schwab 893 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | W WRBStock (WRB) Charles Schwab 401K > Schwab 893 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | H HWMStock (HWM) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +6.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (XOM) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +31.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | E ECLEcolab Inc. Common Stock (ECL) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +20.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | K KRGStock (KRG) Charles Schwab 401K > Schwab 893 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +9.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | M MKSIMKS Inc. - Common Stock (MKSI) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | O OTISStock (OTIS) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | P PFGPrincipal Financial Group Inc (PFG) Charles Schwab 401K > Schwab 893 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | R RBARB Global, Inc. Common Stock (RBA) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SBCFFlorida - Common Stock (SBCF) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SFMCommon Stock (SFM) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (UBER) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Visa Inc. (V) Charles Schwab Brokerage Account 924 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | V VSTVistra Corp. Common Stock (VST) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +1.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | W WSFSCommon Stock (WSFS) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Humana Inc. Common Stock (HUM) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | F FTNT(FTNT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | F FIVE(FIVE) Charles Schwab 401K > Schwab 893 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | W WTRGStock (WTRG) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +1.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | EMCOR Group, Inc. Common Stock (EME) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | SLB Limited Common Shares (SLB) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +31.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (JPM) Charles Schwab 401K > Schwab 893 ⚑ Banking · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (MCD) Charles Schwab 401K > Schwab 893 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | M MGPIStock (MGPI) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | (NVDA) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.6% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | O ORLYStock (ORLY) ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Registry Shares (ASML) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | P PFGCCommon Stock (PFGC) Charles Schwab 401K > Schwab 893 ⚑ Consumer Defensive · Higher Education and Workforce Development | Flat·+0.0% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Quanta Services, Inc. Common Stock (PWR) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (TMO) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | R RIORio Tinto Plc Common Stock (RIO) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +20.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Corporation - Common Stock (SAIC) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +6.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SRSpire Inc. Common Stock (SR) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SRSpire Inc. Common Stock (SR) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) Charles Schwab 401K > Schwab 893 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | T TCOMDepositary Shares (TCOM) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SONYDepositary Shares (SONY) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | V VRTCommon Stock (VRT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | B BLBlackLine, Inc. - Common Stock (BL) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Visa Inc. (V) Charles Schwab 401K > Schwab 893 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | I ITGartner, Inc. Common Stock (IT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Walmart Inc. Common Stock (WMT) Charles Schwab 401K > Schwab 893 ⚑ Consumer Defensive · Higher Education and Workforce Development | Flat·+0.0% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | W WYNNStock (WYNN) Charles Schwab 401K > Schwab 893 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | O OPCHStock (OPCH) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | U UTHRCommon Stock (UTHR) Charles Schwab 401K > Schwab 893 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | J JDShares (JD) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (MSFT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.6% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | F FMCFMC Corporation Common Stock (FMC) | Flat·+0.0% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Manufacturing Company Ltd. (TSM) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | I ITTITT Inc. Common Stock (ITT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | (ENTG) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | E EHCCommon Stock (EHC) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | T TMHCCommon Stock (TMHC) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | A APPFStock (APPF) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | R RFCommon Stock (RF) ⚑ Banking · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Charles Schwab 401K > Schwab 893 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | D DKSStock (DKS) Charles Schwab 401K > Schwab 893 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | M MTZMasTec, Inc. Common Stock (MTZ) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | B BHPDepositary Shares (BHP) | Flat·+0.0% +20.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Common Stock (META) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.6% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | N NVONovo Nordisk A/S Common Stock (NVO) Charles Schwab 401K > Schwab 893 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SFStock (SF) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | (ORCL) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | L LPXCommon Stock (LPX) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Common Stock (PLTR) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +6.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | P PDDDepositary Shares (PDD) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | A AMHShares of Beneficial Interest (AMH) Charles Schwab 401K > Schwab 893 ⚑ Real Estate · Committee on Financial Services | Flat·+0.0% +9.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | I ITGartner, Inc. Common Stock (IT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | G GTYStock (GTY) Charles Schwab 401K > Schwab 893 ⚑ Real Estate · Committee on Financial Services | Flat·+0.0% +9.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Sysco Corporation Common Stock (SYY) Charles Schwab 401K > Schwab 893 ⚑ Consumer Defensive · Higher Education and Workforce Development | Flat·+0.0% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Kenvue Inc. Common Stock (KVUE) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | R RGENStock (RGEN) Charles Schwab 401K > Schwab 893 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | R ROIVShares (ROIV) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SNDK(SNDK) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Common Stock (UNH) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SGICommon Stock (SGI) | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | I IEXIDEX Corporation Common Stock (IEX) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | Stock (ITW) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | A AZNDepositary Shares (AZN) Charles Schwab 401K > Schwab 893 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | T TERTeradyne, Inc. (TER) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | T TXTTextron Inc. Common Stock (TXT) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | T-Mobile US, Inc. (TMUS) Charles Schwab Brokerage Account 924 | Flat·+0.0% +0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | I ILMN(ILMN) Charles Schwab 401K > Schwab 893 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | I INGING Group, N.V. Common Stock (ING) Charles Schwab 401K > Schwab 893 | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | S SJMStock (SJM) Charles Schwab 401K > Schwab 893 ⚑ Consumer Defensive · Higher Education and Workforce Development | Flat·+0.0% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Nov 21, 2025 | Oct 31, 2025 21 days to disclose | ↓sold | N NTRSCommon Stock (NTRS) Charles Schwab 401K > Schwab 893 ⚑ Banking · Committee on Financial Services | Flat·+0.0% −1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
Their record vs the S&P 500
99 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio−$3.3K
S&P 500 benchmark−$83.8K
Alpha+$80.4K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 6
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
Recent legislative activity · 38 bills
18 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- To designate the facility of the United States Postal Service located at 324 Washington Avenue, Suite 1 in Grand Haven, Michigan, as the "Ell Thomas Simantz Post Office Building".Referred to the House Committee on Oversight and Government Reform.
- Congratulating the University of Michigan Wolverines men's basketball team on winning the 2026 National Collegiate Athletic Association Division I Men's Basketball Championship.Referred to the House Committee on Education and Workforce.
- MINT ActReferred to the House Committee on Ways and Means.
- Congratulating the Olympians and Paralympians of Michigan who competed in the 2026 Olympics and Paralympics in Italy.Referred to the Committee on Oversight and Government Reform, and in addition to the Committee on Foreign Affairs, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Balance the Scales ActPlaced on the Union Calendar, Calendar No. 430.
- Build Now Act of 2025Referred to the Committee on Financial Services, and in addition to the Committee on Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Expressing support for the designation of the week of January 25 through January 31, 2026, as "National School Choice Week".Referred to the House Committee on Education and Workforce.
- Providing Veterans Essential Medications ActReferred to the Subcommittee on Health.
- Main Street ActPlaced on the Union Calendar, Calendar No. 535.
- Susan Muffley Act of 2025Referred to the Committee on Education and Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- College Financial Aid Clarity Act of 2025Placed on the Union Calendar, Calendar No. 394.
- Modular Housing Production ActReferred to the House Committee on Financial Services.
- Information Quality Assurance Act of 2025Received in the Senate and Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
- ROAD to Housing Act of 2025Referred to the Subcommittee on Commodity Markets, Digital Assets, and Rural Development.
- Stop Stealing our Chips ActOrdered to be Reported (Amended) by the Yeas and Nays: 43 - 1.
- Congratulating Korson's Tree Farms in Montcalm County in Sidney Township for being selected to provide the 2025 White House Christmas Tree.Referred to the House Committee on Oversight and Government Reform.
- Modular Housing Production ActReferred to the House Committee on Financial Services.
- Honoring the life and legacy of Charles "Charlie" James Kirk.Motion to reconsider laid on the table Agreed to without objection.
- Condemning in the strongest possible terms the September 10, 2025, assassination of Charlie Kirk.Referred to the House Committee on Oversight and Government Reform.
- Direct Seller and Real Estate Agent Harmonization ActPlaced on the Union Calendar, Calendar No. 420.