CapitolMarkets
Lisa C. McClain
Lisa C. McClain
RHouseRepresentative · Michigan
M

Sold up to $15,000 of Morningstar (MORN)

Trade dated Aug 4, 202539 days to disclose
MORN since the sale
-32.0%
S&P 500, same window
+20.0%
▼ MORN trailed the S&P 500 by 51.9 points since the sale

Price move from the trade date's close to the most recent close. A sale is favorable when the stock fell after.

⚑ Committee jurisdiction

Lisa C. McClain sits on Financial Services, which oversees the Financial Services sector. This trade fell in that sector while Lisa C. McClain held the seat. STOCK Act trades are legal; this is a structural overlap on the public record.

On the public record around this trade

Committee activity, sponsored or cosponsored bills, and floor votes in this sector within 90 days — alongside the trade and its disclosure. Dated public record; draw your own conclusions.

  1. May 13, 2025Legislation
    Cosponsored HR 2777
    Financial Services sector
  2. May 14, 2025Legislation
    Cosponsored HR 1378
    Financial Services sector
  3. May 22, 2025Floor vote
    Voted Nay on An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
    Result: Failed
  4. May 22, 2025Floor vote
    Voted Yea on An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
    Result: Passed
  5. May 29, 2025Legislation
    Cosponsored HR 3645
    Financial Services sector
  6. May 29, 2025Legislation
    Cosponsored HR 2441
    Financial Services sector
  7. Jul 22, 2025Committee
    Health, Employment, Labor, and Pensions hearing
    "Restoring Trust: Enhancing Transparency and Oversight at EBSA"
  8. Aug 4, 2025Trade
    Sold up to $15,000 of MORN
  9. Sep 11, 2025Floor vote
    Voted Nay on Military Construction and Veterans Affairs, Agriculture, and Legislative Branch Appropriations Act, 2026
    Result: Failed
  10. Sep 12, 2025Disclosure
    Disclosed the trade
    Public filing
  11. Sep 17, 2025Committee
    Committee on Education and Workforce markup
    H.R. 1723 the "Tribal Labor Sovereignty Act"; H.R. 2958 the "Balance the Scales Act"; H.R. 2869 the "EBSA Investigations Transparency Act"; H.R. 2844 the "Michael Enzi Voluntary Protection Program Act"; H.R. 3495 the "Direct Seller and Real Estate Agent Harmonization Act"; H.R. 5169 the "Retire through Ownership Act"
  12. Sep 19, 2025Floor vote
    Voted Nay on Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026
    Result: Failed
  13. Sep 19, 2025Floor vote
    Voted Yea on Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026
    Result: Passed
Source: U.S. House Clerk (disclosures-clerk.house.gov)
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