LC
Lisa C. McClain
Portfolio Range
$221K–$490K
# Trades
238
# Tickers
150
Latest Filing
Oct 12 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
SpaceX20.7%
BBAI12.5%
SMR7.7%
OLN3.9%
CACI3.9%
RIG3.9%
RGTI3.9%
IBRX1.9%
CAT0.9%
NG0.9%
BHP0.9%
AAPL0.9%
MGPI0.9%
KO0.9%
LPX0.9%
HUM0.9%
KVUE0.9%
SAP0.9%
OPCH0.9%
Other (33)31.3%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 238 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| IBRX | ImmunityBio, Inc. - Common Stock | Stock | Buy | $1K–$15K | -12.9% | Spouse | Sep 30 '26 | Oct 12 '26 |
| STX | Seagate Technology Holdings PLC - Ordinary Shares | Stock | Sale (Partial) | $15K–$50K | -31.6% | Spouse | Sep 30 '26 | Oct 12 '26 |
| MSFT | Microsoft Corporation - Common Stock | Stock | Buy | $1K–$15K | +2.3% | Spouse | Sep 30 '26 | Oct 12 '26 |
| IBRX | ImmunityBio, Inc. - Common Stock | Stock | Buy | $1K–$15K | -3.5% | Spouse | Sep 28 '26 | Oct 12 '26 |
| CAT | Caterpillar, Inc. Common Stock | Stock | Buy | $1K–$15K | -16.2% | Spouse | Sep 28 '26 | Oct 12 '26 |
| NG | Novagold Resources Inc. | Stock | Buy | $1K–$15K | -16.9% | Spouse | Sep 14 '26 | Oct 12 '26 |
| OLN | Olin Corporation Common Stock | Stock | Buy | $15K–$50K | -7.2% | Spouse | Sep 14 '26 | Oct 12 '26 |
| CACI | CACI International, Inc. Class A Common Stock | Stock | Buy | $15K–$50K | -0.5% | Spouse | Sep 14 '26 | Oct 12 '26 |
| RIG | Transocean Ltd | Stock | Buy | $15K–$50K | +17.6% | Spouse | Sep 14 '26 | Oct 12 '26 |
| BBAI | BIGBEAR.AI HOLDINGS INC | Stock | Buy | $15K–$50K | -54.7% | Spouse | Feb 06 '26 | Mar 05 '26 |
| BBAI | BIGBEAR.AI HOLDINGS INC | Stock | Buy | $1K–$15K | -52.4% | Spouse | Feb 04 '26 | Mar 05 '26 |
| AMD | Advanced Micro Devices Inc | Stock | Sale | $1K–$15K | +101.8% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BRK-B | Berkshire Hathaway Inc | Stock | Sale | $1K–$15K | +13.5% | Spouse | Oct 31 '25 | Nov 24 '25 |
| AZN | Astrazeneca PLC | Stock | Sale | $1K–$15K | +4.1% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BAX | Baxter International Inc | Stock | Sale | $1K–$15K | +37.0% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BAC | Bank of America Corp | Stock | Sale | $1K–$15K | -5.4% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BCS | Barclays PLC | Stock | Sale | $1K–$15K | +1.2% | Spouse | Oct 31 '25 | Nov 24 '25 |
| AKAM | AKAMAI TECHNOLOGIES Inc | Stock | Sale | $1K–$15K | +24.5% | Spouse | Oct 31 '25 | Nov 24 '25 |
| ASML | ASML Holding NV | Stock | Sale | $1K–$15K | +48.4% | Spouse | Oct 31 '25 | Nov 24 '25 |
| GOOGL | Alphabet Inc (2) | Stock | Sale | $1K–$15K | +13.9% | Spouse | Oct 31 '25 | Nov 24 '25 |
| APPF | APPFOLIO INC | Stock | Sale | $1K–$15K | -17.2% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BABA | Alibaba Group Holding Ltd | Stock | Sale | $1K–$15K | -41.5% | Spouse | Oct 31 '25 | Nov 24 '25 |
| ALLE | Allegion PLC | Stock | Sale | $1K–$15K | +8.0% | Spouse | Oct 31 '25 | Nov 24 '25 |
| ABBV | AbbVie Inc | Stock | Sale | $1K–$15K | +31.0% | Spouse | Oct 31 '25 | Nov 24 '25 |
| AVB | AvalonBay Communities Inc | Stock | Sale | $1K–$15K | -60.8% | Spouse | Oct 31 '25 | Nov 24 '25 |
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