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Members

Ann Wagner R

Republican representative for Missouri (MO-2), in the House since Jan 3, 2013.

Among all 439 members

Each dot is a member; Wagner is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

$4.2M$28K$38.0M

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

97.7%49.0%100.0%

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

2.5%0.0%82.4%

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

$4.8M$1,500$12.5M

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

48%2%100%

Bills sponsored

In the 119th Congress (GovInfo's bill records)

200130

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

0.39← more liberalmore conservative →

Where their campaign money comes from

2025–26
$4.2M
2023–24
$4.3M
2021–22
$4.9M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$4,189,876$2,354,886$1,437,714$0$0$5,669,709$1,631,397$0$72
2023–24$4,328,377$2,589,627$1,657,760$0$0$2,674,627$3,111,229$0$0
2021–22$4,884,446$2,818,924$1,711,978$1,000$0$3,540,409$1,457,479$186,124$67

FEC totals through Oct 14, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Missouri versus everywhere else, each period.

2025–26
$1.6M
2023–24
$1.8M
2021–22
$1.0M

Where it came from

  • Less
  • More
  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFLDCASMPGUPRVI

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

EDWARD JONES
$77K
ENTERPRISE HOLDINGS INC
$56K
DOT FOODS INC
$42K
PATRIOT MACHINE INC
$39K
HUSCH BLACKWELL
$35K
BAUR PROPERTIES
$33K
T D AMERITRADE
$32K
STIFEL
$31K
DRURY DEVELOPMENT
$27K
DOWD BENNETT LLP
$27K
ANDREESSEN HOROWITZ
$27K
TRUE MANUFACTURING
$26K
The largest donors, and the numbers
PeriodItemizedContributionsFrom MORetired donors
2025–26$1,555,66912,39852%38%
2023–24$1,772,59916,69057%37%
2021–22$1,034,6546,99561%39%
DonorWhereEmployer, occupationTotal
TRACY, RICHARD L. MR.DES PERES, MODOT FOODS, INC., PRESIDENT$38,800
SCHULTE, STEVEWELDON SPRING, MOJAY HENGES ENTERPRISES, OWNER$34,900
MULLINS, BIRCH M. MR.SAINT LOUIS, MOBAUR PROPERTIES, PRESIDENT$32,000
DRURY, TIM M.SAINT LOUIS, MODRURY DEVELOPMENT, PRESIDENT$27,200
VOGEL, PAULSAINT LOUIS, MOVOGEL LAW STL, PRESIDENT CEO$25,600
QUALY, JOHN M.SAINT LOUIS, MORETIRED, RETIRED$25,450
HEBENSTREIT, JAMES B. MR.KANSAS CITY, MOBARTLETT AND COMPANY, PRESIDENT$24,800
RINEY, RODGER O. MR.SAINT LOUIS, MOT.D. AMERITRADE, ADVISOR TO CEO$24,800
BURNS, JUDY L. MRS.SAINT CHARLES, MOPATRIOT MACHINE INC., PRESIDENT$24,000
MCGINNIS, WILLIAM P MR. JR.SAINT LOUIS, MORETIRED, RETIRED$21,560
SCHNUCK, CRAIG DSAINT LOUIS, MORETIRED, RETIRED$20,800
MAUPIN, JOHNSAINT LOUIS, MORETIRED, RETIRED$20,199
BEDELL, DONALD BRADSIKESTON, MOSELF, LAWYER$19,000
O'CONNELL, JOHN T.SAINT LOUIS, MORETIRED, RETIRED$19,000
HUMAN, DAVID R. MR. JR.SAINT LOUIS, MOHUSCH BLACKWELL, PARTNER$18,600
SCHMIDT, FREDSAINT LOUIS, MOMISSOURI REAL ESTATE NETWORKING GROUP, REAL ESTATE$17,800
ALBRECHT, DOUG A.SAINT LOUIS, MOBODLEY GROUP, CHAIRMAN$14,000
DANFORTH, JOHN JSAINT LOUIS, MODOWD BENNETT LLP, ATTORNEY$14,000
HOLEKAMP, WILLIAMOCEAN RIDGE, FLRETIRED, RETIRED$14,000
SMITH, KATHRYN VIRGINIA MS.CHESTERFIELD, MORETIRED, RETIRED$14,000
STIEVEN, JOSEPH A.SAINT LOUIS, MOSTIEVEN CAPITAL ADVISORS, L.P., SELF EMPLOYED$14,000
WILHELM, MARK A.NAPLES, FLRETIRED, RETIRED$14,000
BRAUER, BEAUBRIDGETON, MOHUNTER ENGINEERING, PRESIDENT$13,600
BRAUER, SUZYBRIDGETON, MOHOMEMAKER, HOMEMAKER$13,600
CUNNANE JR, JAMESSAINT LOUIS, MORETIRED, RETIRED$13,200

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
COMMERCE BANCSHARES, INC., PACCOMMERCE BANCSHARES, INC.$40,0008
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)UBS AMERICAS INC.$30,0006
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEETHE HOME DEPOT INC.$30,0008
THE CAPITAL GROUP COMPANIES INC POLITICAL ACTION COMMITTEETHE CAPITAL GROUP COMPANIES, INC.$30,00011
REGIONS FINANCIAL CORPORATION POLITICAL ACTION COMMITTEEREGIONS FINANCIAL CORPORATION$30,00012
PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE INONE$30,00012
NEW YORK LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEENEW YORK LIFE INSURANCE COMPANY$30,00012
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMMNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$30,00010
MAKING A RESPONSIBLE STAND FOR HOUSEHOLDS IN AMERICA PACBLACKBURN$30,0006
INVESCO HOLDING COMPANY (US), INC. EMPLOYEE POLITICAL ACTION COMMITTEEINVESCO HOLDING COMPANY (US), INC.$30,0007
ERNST & YOUNG POLITICAL ACTION COMMITTEE$30,0007
DELOITTE POLITICAL ACTION COMMITTEENONE$30,00014
CAPITAL ONE FINANCIAL CORP. ASSOC. POLITICAL FUNDCAPITAL ONE FINANCIAL CORP.$30,0006
BANK OF AMERICA CORPORATION FEDERAL PACBANK OF AMERICA CORPORATION$30,00012
AUTOMOTIVE FREE INTERNATIONAL TRADE PACNONE$30,0006
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POLITICAL ACTION COMMITTEEAMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS$30,00012
AMERICAN BANKERS ASSOCIATION PAC (BANKPAC)AMERICAN BANKERS ASSOCIATION (ABA)$30,0009
AMEREN CORPORATION FEDERAL POLITICAL ACTION COMMITTEE (AMEREN FEDPAC)AMEREN CORPORATION$30,0009
ALLY FINANCIAL INC. ADVOCACY POLITICAL ACTION COMMITTEEALLY FINANCIAL INC.$30,00010
ACPAC ACA INTERNATIONAL POLITICAL ACTION COMMITTEEACA INTERNATIONAL$30,0008
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION POLITICAL ACTION COMMITTEESECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION$29,50016
JPMORGAN CHASE & CO. FEDERAL POLITICAL ACTION COMMITTEEJPMORGAN CHASE & CO.$28,0007
AMERICAN COUNCIL OF LIFE INSURERS POLITICAL ACTION COMMITTEEAMERICAN COUNCIL OF LIFE INSURERS$28,00010
WELLS FARGO AND COMPANY EMPLOYEES GOOD GOVERNMENT FEDERAL FUND IIWELLS FARGO AND COMPANY NORTH CAROLINA EMPLOYEES GOOD GOVERNMENT FUND$27,5007
U.S. BANCORP FEDERAL POLITICAL ACTION COMMITTEEU.S. BANCORP$27,50013

Outside spending for and against them

All of it
$186K

Who spent it

HEARTLAND RESURGENCE
$166K
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE
$20K
WOMEN SPEAK OUT PAC
$301
HEARTLAND WINS
$72
SECOND DISTRICT MISSOURI DEMOCRATS
$59
MISSOURI RIGHT TO LIFE FEDERAL POLITICAL ACTION COMMITTEE
$51
PLANNED PARENTHOOD VOTES
$8
See the data
SpenderFor or againstTotalReports
HEARTLAND RESURGENCEfor$165,6125
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEEfor$20,1602
WOMEN SPEAK OUT PACfor$3013
HEARTLAND WINSagainst$7214
SECOND DISTRICT MISSOURI DEMOCRATSagainst$591
MISSOURI RIGHT TO LIFE FEDERAL POLITICAL ACTION COMMITTEEfor$512
PLANNED PARENTHOOD VOTESagainst$81

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

All 25
RegistrantTotalItemsFirstLatest
DELOITTE LLP$70,00024Jun 11, 2021May 24, 2026
AMERICAN BANKERS ASSOCIATION$62,50014Mar 25, 2021Jan 13, 2026
AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS$60,00018Jun 17, 2021Apr 22, 2026
INVESTMENT COMPANY INSTITUTE$58,50020Mar 29, 2021May 20, 2026
UBS AMERICAS INC.$55,00013May 6, 2021Jun 19, 2026
NEW YORK LIFE INSURANCE COMPANY$55,00017Feb 24, 2021Jun 25, 2026
COMCAST CORPORATION$55,00017Mar 25, 2021Dec 22, 2025
CAPITAL ONE FINANCIAL CORPORATION$55,00011Mar 14, 2021Feb 4, 2026
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES$52,00016Jun 17, 2021Jun 29, 2026
THE HOME DEPOT$50,00014Mar 25, 2021May 15, 2026
THE CIGNA GROUP AND SUBSIDIARIES (FORMERLY CIGNA CORPORATION AND SUBSIDIARIES)$50,00012Mar 26, 2021Jun 12, 2026
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.$50,00010Mar 15, 2021Dec 19, 2025
FMR LLC$49,50019May 10, 2021Sep 16, 2025
THE PNC FINANCIAL SERVICES GROUP$47,50012May 12, 2022Dec 12, 2025
THOMPSON COBURN LLP$45,00027Mar 15, 2021Feb 13, 2025
MORTGAGE BANKERS ASSOCIATION$45,00013Feb 24, 2021Sep 29, 2025
CITIGROUP WASHINGTON, INC.$43,00021Jun 22, 2021Sep 4, 2025
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY$42,50019Mar 24, 2021Mar 20, 2026
AMERICAN SOCIETY OF ANESTHESIOLOGISTS$41,00010Apr 26, 2021Aug 4, 2025
AMEREN SERVICES$41,00013May 17, 2021Feb 12, 2025
WELLS FARGO & COMPANY$40,00011Sep 22, 2021Feb 10, 2026
REGIONS FINANCIAL CORP$40,00015Apr 29, 2021Mar 3, 2025
JPMORGAN CHASE HOLDINGS LLC$38,0009Sep 30, 2021Feb 25, 2026
CHARTER COMMUNICATIONS, INC.$37,5009Apr 8, 2021Mar 21, 2025
NATIONAL APARTMENT ASSOCIATION$36,00018Jun 28, 2021Mar 25, 2026

How they've voted lately

Their last 150 roll calls in the 119th Congress, oldest to newest.

  • Yea
  • Nay
  • Not voting
  • Against their party
May 13, 2026Sep 16, 2026

On the most-lobbied bills

How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.

H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 5376
Inflation Reduction Act of 2022
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 7900
National Defense Authorization Act for Fiscal Year 2023
899 clients
H.R. 4521
United States Innovation and Competition Act of 2021
875 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
Every vote
DateQuestionMeasureVoteResult
Sep 16, 2026On Motion to Suspend the Rules and PassS. 2403 Retire through Ownership ActyeaPassed
Sep 16, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9497 Water Resources Development ActyeaPassed
Sep 16, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9340 Ratepayer Protection ActyeaPassed
Sep 16, 2026On PassageH.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection AyeaPassed
Sep 16, 2026On PassageH.R. 10326 PROOF ActyeaPassed
Sep 16, 2026On PassageH.R. 9576 National Fraud Enforcement Division ActyeaPassed
Sep 16, 2026On Motion to Concur in the Senate AmendmentsH.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaPassed
Sep 15, 2026On Agreeing to the ResolutionH.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with InayPassed
Sep 15, 2026On PassageH.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental ProtectioyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9500 Tax Relief for Fraud Victims ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and PassH.R. 2140 Diesel Emissions Reduction ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4646 Whistleblower Protection ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2978 GUARD ActyeaPassed
Sep 15, 2026On Agreeing to the ResolutionH.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.yeaPassed
Sep 15, 2026On Ordering the Previous QuestionH.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.yeaPassed
Sep 15, 2026On Motion to TableH.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanorsyeaPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3276 Local Communities & Bird Habitat Stewardship Actnot votingPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Actnot votingPassed
Sep 3, 2026On PassageH.R. 4795 Protect Economic and Academic Freedom ActyeaPassed
Sep 2, 2026On PassageH.R. 1501 Protecting Domestic Mining ActyeaPassed
Sep 2, 2026On Motion to Suspend the Rules and PassH.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine jyeaFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1498 In the matter of allegations relating to Representative Chuck EdwardsyeaPassed
Sep 1, 2026On PassageH.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rigyeaPassed
Sep 1, 2026On Motion to RecommitH.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rignayFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposesyeaPassed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)yeaPassed
Sep 1, 2026On Ordering the Previous QuestionH.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)yeaPassed
Sep 1, 2026On Motion to Suspend the Rules and Concur in the Senate AmendmentsH.R. 6500 AGOA Extension ActyeaPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 32 Local Access to Courts ActyeaPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 307 Prison Staff Safety Enhancement ActyeaPassed
Jul 23, 2026On PassageH.R. 8884 Removing Barriers to Work for Disabled Americans ActyeaPassed
Jul 23, 2026On Agreeing to the ResolutionH.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with InayPassed
Jul 22, 2026On Agreeing to the ResolutionH.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leveyeaPassed
Jul 22, 2026On PassageH.R. 7008 Stop Insider Trading ActyeaPassed
Jul 22, 2026On Motion to RecommitH.R. 7008 Stop Insider Trading ActnayFailed
Jul 22, 2026On PassageH.R. 8800 National Defense Authorization Act for Fiscal Year 2027yeaPassed
Jul 22, 2026On Motion to RecommitH.R. 8800 National Defense Authorization Act for Fiscal Year 2027nayFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On PassageH.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposesyeaPassed
Jul 21, 2026On PassageH.R. 6955 Main Street ActyeaPassed
Jul 21, 2026On Motion to RecommitH.R. 6955 Main Street ActnayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the ResolutionH.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of theyeaPassed
Jul 21, 2026On Ordering the Previous QuestionH.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of theyeaPassed
Jul 21, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 1118 Value Over Cost ActyeaPassed
Jul 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA ActyeaPassed
Jul 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4541 EARLY Act ReauthorizationyeaPassed
Jul 16, 2026On Motion to RecommitH.R. 9237 Take Care of America’s Veterans ActnayFailed
Jul 16, 2026On Motion to Suspend the Rules and PassH.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of VeterayeaPassed
Jul 15, 2026On PassageH.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027yeaPassed
Jul 15, 2026On Motion to RecommitH.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayagainst partyFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 yeaFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 14, 2026On PassageH.R. 1181 Protecting Privacy in Purchases ActyeaPassed
Jul 14, 2026On Motion to RecommitH.R. 1181 Protecting Privacy in Purchases ActnayFailed
Jul 14, 2026On PassageH.R. 139 Sunshine Protection ActyeaPassed
Jul 14, 2026On Agreeing to the ResolutionH.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and RelatedyeaPassed
Jul 14, 2026On Ordering the Previous QuestionH.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and RelatedyeaPassed
Jul 13, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8897 Improving Travel for American Families ActyeaPassed
Jul 13, 2026On Motion to Suspend the Rules and PassH.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness ActyeaPassed
Jun 30, 2026On Agreeing to the ResolutionH.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassmyeaPassed
Jun 30, 2026On Agreeing to the ResolutionH.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in LebannayFailed
Jun 30, 2026On Agreeing to the ResolutionH.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383yeaFailed
Jun 30, 2026On Ordering the Previous QuestionH.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383yeaPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7128 TRIA Program Reauthorization ActyeaPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7757 KIDS ActyeaPassed
Jun 25, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2478 Financial Exploitation Prevention ActyeaPassed
Jun 24, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 915 Small Business Technological Advancement Actnot votingPassed
Jun 24, 2026On Motion to Suspend the Rules and PassH.R. 7401 Small Business Lending Fraud Prevention Actnot votingPassed
Jun 23, 2026On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate AdtH.R. 6644 Housing for the 21st Century ActyeaPassed
Jun 23, 2026On Motion to Suspend the Rules and PassS. 629 Emergency Conservation Program Improvement ActyeaPassed
Jun 11, 2026On Agreeing to the ResolutionH.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frauyeaPassed
Jun 11, 2026On Motion to Suspend the Rules and PassH.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and foyeaFailed
Jun 10, 2026On PassageH.R. 8464 Stopping Fraudulent Payments ActyeaPassed
Jun 10, 2026On Motion to RecommitH.R. 8464 Stopping Fraudulent Payments ActnayFailed
Jun 10, 2026On PassageH.R. 8312 Fraud Prevention and Accountability ActyeaPassed
Jun 10, 2026On PassageH.R. 7892 No Aid for Ghost Students ActyeaPassed
Jun 9, 2026On PassageH.R. 5408 Faster Labor Contracts ActnayPassed
Jun 9, 2026On Agreeing to the ResolutionH.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations ActnayPassed
Jun 9, 2026On PassageS. 2 Secure America ActyeaPassed
Jun 9, 2026On Motion to CommitS. 2 Secure America ActnayFailed
Jun 9, 2026On Motion to DischargeH.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations ActnayPassed
Jun 9, 2026On Agreeing to the ResolutionH.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355yeaPassed
Jun 9, 2026On Ordering the Previous QuestionH.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355yeaPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8428 Federal Fraud Prevention Workforce Training Actnot votingPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8466 TRUE Accountability Actnot votingPassed
Jun 4, 2026On PassageH.R. 2913 Ukraine Support ActnayPassed
Jun 4, 2026On Agreeing to the ResolutionH.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposesnayPassed
Jun 4, 2026On PassageH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027yeaPassed
Jun 4, 2026On Motion to RecommitH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027nayFailed
Jun 4, 2026On Agreeing to the ResolutionH.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on RulesyeaPassed
Jun 4, 2026On Ordering the Previous QuestionH.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on RulesyeaPassed
Jun 4, 2026On Agreeing to the ResolutionH.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from LebanonnayFailed
Jun 3, 2026On Motion to DischargeH.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposesnayPassed
Jun 3, 2026On Agreeing to the ResolutionH.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with InayPassed
Jun 3, 2026On PassageH.R. 7726 No Funds for Repeat Child Care Violations ActyeaPassed
Jun 3, 2026On Motion to RecommitH.R. 7726 No Funds for Repeat Child Care Violations ActnayFailed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization ActyeaPassed
Jun 3, 2026On Agreeing to the ResolutionH.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency AppropyeaPassed
Jun 3, 2026On Ordering the Previous QuestionH.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency AppropyeaPassed
Jun 3, 2026On Motion to Suspend the Rules and PassS. 254 ARTIST ActyeaPassed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7618 American Battlefield Protection Program Amendments ActyeaPassed
May 21, 2026On PassageH.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion ActyeaPassed
May 21, 2026On PassageH.R. 1041 Veterans 2nd Amendment Protection ActyeaPassed
May 21, 2026On Motion to RecommitH.R. 1041 Veterans 2nd Amendment Protection ActnayFailed
May 21, 2026On PassageH.R. 1329 Smithsonian American Women’s History Museum ActyeaFailed
May 21, 2026On Motion to RecommitH.R. 1329 Smithsonian American Women’s History Museum ActnayFailed
May 20, 2026On Agreeing to the ResolutionH.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604yeaPassed
May 20, 2026On Ordering the Previous QuestionH.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604yeaPassed
May 20, 2026On PassageH.R. 2616 PROTECT Kids ActyeaPassed
May 20, 2026On Motion to RecommitH.R. 2616 PROTECT Kids ActnayFailed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 1993 25th Anniversary of 9/11 Commemorative Coin ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and PassS. 1003 Lulu’s LawyeaPassed
May 20, 2026On Motion to Suspend the Rules and PassS. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 5317 Community Bank Deposit Access ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4544 American Access to Banking ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3234 Keeping Deposits Local ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and AgreeH.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendmentyeaPassed
May 15, 2026On PassageH.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending SeptembyeaPassed
May 15, 2026On Agreeing to the AmendmentH.R. 8469 nayFailed
May 14, 2026On PassageH.R. 8365 Monitor Accountability ActyeaPassed
May 14, 2026On Motion to RecommitH.R. 8365 Monitor Accountability ActnayFailed
May 14, 2026On PassageH.R. 5625 Cashless Bail Reporting ActyeaPassed
May 14, 2026On Agreeing to the ResolutionH.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities agnayFailed
May 14, 2026On PassageH.R. 6260 Keeping Violent Offenders Off Our Streets ActyeaPassed
May 14, 2026On Motion to RecommitH.R. 6260 Keeping Violent Offenders Off Our Streets ActnayFailed
May 13, 2026On Motion to Suspend the Rules and AgreeH.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor yeaPassed
May 13, 2026On Motion to Suspend the Rules and AgreeH.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-AmeyeaPassed
May 13, 2026On Agreeing to the ResolutionH.Con.Res. 96 Expressing support for law enforcement officersyeaPassed

What they sponsor bills about

119th Congress: 20 sponsored, 1 became law · 118th Congress: 24 sponsored, 1 became law · 117th Congress: 18 sponsored, 0 became law

Finance and Financial Sector
19
Crime and Law Enforcement
15
International Affairs
13
Armed Forces and National Security
5
Public Lands and Natural Resources
2
Foreign Trade and International Finance
2
Transportation and Public Works
1
Taxation
1
Their bills
BillLatest action
H.R. 1512Public Law 119-45 Taiwan Assurance Implementation ActDec 2, 2025 Became Public Law No: 119-45.
H.R. 1105Public Law 118-72 Debbie Smith Act of 2023Jul 30, 2024 Became Public Law No: 118-72.
H.Res. 1419 Celebrating the 200th anniversary of Jefferson Barracks in Missouri and recognizing its contributions to the military hiJul 6, 2026 Referred to the Committee on Armed Services, and in addition to the Committee on Veterans' Affairs, for a peri
H.R. 9329 SEC Reform and Restructuring ActSep 3, 2026 Placed on the Union Calendar, Calendar No. 694.
H.R. 9043 Sex Trafficking Demand Reduction ActMay 26, 2026 Referred to the House Committee on Foreign Affairs.
H.R. 8564 Local Law Enforcement Support Act of 2026Apr 28, 2026 Referred to the House Committee on the Judiciary.
H.R. 8359 To change the address of the postal facility designated in honor of Specialist Jeffrey L. White, Jr.Jul 22, 2026 Ordered to be Reported by Voice Vote.
H.R. 8245 GRACIE Act of 2026Apr 9, 2026 Referred to the House Committee on Ways and Means.
H.R. 8169 Export Control Enforcement and Enhancement ActApr 22, 2026 Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 44 - 0.
H.Res. 983 Recognizing the 30th anniversary of the first flight of the F/A-18 E1 Super Hornet from Lambert Field in St. Louis, MissJan 8, 2026 Referred to the House Committee on Armed Services.
H.R. 4831 ENFORCE ActAug 1, 2025 Referred to the House Committee on the Judiciary.
H.R. 4429 Developing and Empowering our Aspiring Leaders Act of 2025Dec 2, 2025 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 4149 Upholding the Dayton Peace Agreement Through Sanctions ActJun 25, 2025 Referred to the Committee on Foreign Affairs, and in addition to the Committees on Financial Services, and the
H.R. 3381 Encouraging Public Offerings Act of 2025Jun 24, 2025 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 3382 Small Entity Update ActJul 22, 2025 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 3383 Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025Dec 15, 2025 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 2478 Financial Exploitation Prevention Act of 2025Jul 13, 2026 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 2394 DETERRENCE ActMar 26, 2025 Referred to the House Committee on the Judiciary.
H.R. 1220 FIRM Act of 2025Feb 11, 2025 Referred to the House Committee on the Judiciary.
H.R. 909 Crime Victims Fund Stabilization Act of 2025Jan 13, 2026 Received in the Senate and Read twice and referred to the Committee on the Judiciary.
H.R. 21 Born-Alive Abortion Survivors Protection ActJan 24, 2025 Received in the Senate and Read twice and referred to the Committee on the Judiciary.
H.R. 10256 DETERRENCE ActNov 22, 2024 Referred to the House Committee on the Judiciary.
H.R. 9410 Gateway Partnership ActAug 23, 2024 Referred to the House Committee on Natural Resources.
H.R. 8339 SEC Reform and Restructuring ActNov 29, 2024 Placed on the Union Calendar, Calendar No. 647.
H.R. 8239 SEC Regulatory Accountability ActMay 2, 2024 Referred to the House Committee on Financial Services.
CongressSponsoredBecame lawCosponsored
119th201166
118th241158
117th180289

5 former staff now lobbying

CHRISTIAN MORGAN
HB STRATEGIES
20 clients
PATRICK HOWELL
PCH STRATEGIES, LLC
3 clients
PATRICK HOWELL
HEXCEL CORPORATION
1 client
ZACH GATES
MANAGED FUNDS ASSOCIATION
1 client
CHRISTIAN MORGAN
UNIVERSITY OF HOUSTON SYSTEM
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
CHRISTIAN MORGANRepresentative Wagner - Chief of StaffHB STRATEGIES202021–2026
PATRICK HOWELLRep. Ben Quayle (R-AZ): Sr. Leg. Asst. (2011-2012); Rep. Ann Wagner (R-MO): Press Secy., Comm. Dir., Dep. COS (2013-2014); Rep. Evan Jenkins (R-WV): COS (2015-2018)PCH STRATEGIES, LLC32021–2023
PATRICK HOWELLRep. Ben Quayle (R-AZ): Sr. Leg. Asst. (2011-2012); Rep. Ann Wagner (R-MO): Press Secy., Comm. Dir., Dep. COS (2013-2014); Rep. Evan Jenkins (R-WV): COS (2015-2018)HEXCEL CORPORATION12023–2026
ZACH GATESLegis. Assistant, Rep. Ann Wagner; Legis. Aide, Rep. Wagner; Legis. Correspondent, Rep. Wagner; Staff Assistant, Rep. WagnerMANAGED FUNDS ASSOCIATION12026
CHRISTIAN MORGANChief of Staff Rep. WagnerUNIVERSITY OF HOUSTON SYSTEM12022–2023

From their payroll to lobbying

People Wagner's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Wagner themselves.

ARCHIE MILLER
Paid Intern - House Program, last paid Q4 2024 · GENERAL AVIATION MANUFACTURERS ASSOCIATION
1 client
See the data
LobbyistOn the payroll asLast paidLobbying forClientsYearsConfirmed
ARCHIE MILLERPaid Intern - House ProgramQ4 2024GENERAL AVIATION MANUFACTURERS ASSOCIATION12026no

Subcommittees

Holdings and trades

$8.1M – $36.5Mnet worth, 2025 report
540trades on their reports
6 of 49trades reported after 45 days
28 daystypical time to report a trade
21reports filed on paper
38trades we read from their scanned reports
1filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

$10K$100K$1M$10M$100M20212022202320242025

Largest holdings, 2025 report

Fidelity Managed Income II III
Investment Fund · Spouse
$1.0M+
Vanguard Growth ETF
Mutual Funds · Joint
$1.0M+
Vanguard Value ETF
Mutual Funds · Joint
$1.0M+
Dodge & Cox Stock Fund - Class I
Mutual Funds · Joint
$500K+
Vanguard Mid-Cap Growth ETF
Mutual Funds · Joint
$500K+
Capital Group EuroPacific Gr Tr CL U2
Investment Fund · Spouse
$250K+
Bow River Capital Evergreen Fund Class I
Mutual Funds · Self
$250K+
American Expr Natl Bank CD
Government Securities · Joint
$250K+
Baillie Gifford Emerging Market Fund- Institutional Class
Mutual Funds · Joint
$250K+
Causeway International Value Fund - Institutional Class
Mutual Funds · Joint
$250K+
Dodge & Cox International Stock Fund - Class I
Mutual Funds · Joint
$250K+
Fidelity Money Market Fund: Premium Class
Mutual Funds · Joint
$250K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
Fidelity Managed Income II IIIInvestment FundSpouse$1.0M – $5.0MTax-Deferred: —
Vanguard Growth ETFMutual FundsJoint$1.0M – $5.0MDividends: $5,001 – $15K
Vanguard Value ETFMutual FundsJoint$1.0M – $5.0MDividends: $15K – $50K
Dodge & Cox Stock Fund - Class IMutual FundsJoint$500K – $1.0MCapital Gains, Dividends: $50K – $100K
Vanguard Mid-Cap Growth ETFMutual FundsJoint$500K – $1.0MDividends: $2,501 – $5,000
Capital Group EuroPacific Gr Tr CL U2Investment FundSpouse$250K – $500KTax-Deferred: —
Bow River Capital Evergreen Fund Class IMutual FundsSelf$250K – $500KTax-Deferred: —
American Expr Natl Bank CDGovernment SecuritiesJoint$250K – $500KInterest: $5,001 – $15K
Baillie Gifford Emerging Market Fund- Institutional ClassMutual FundsJoint$250K – $500KDividends: $5,001 – $15K
Causeway International Value Fund - Institutional ClassMutual FundsJoint$250K – $500KCapital Gains, Dividends: $15K – $50K
Dodge & Cox International Stock Fund - Class IMutual FundsJoint$250K – $500KCapital Gains, Dividends: $5,001 – $15K
Fidelity Money Market Fund: Premium ClassMutual FundsJoint$250K – $500KDividends: $5,001 – $15K
iShares MSCI EAFE Small-Cap ETFMutual FundsJoint$250K – $500KDividends: $5,001 – $15K
JPMorgan Mid Cap Value Fund Class LMutual FundsJoint$250K – $500KCapital Gains, Dividends: $50K – $100K
Partners Group Private Equity Master FD LLC Unit CL IInvestment FundJoint$250K – $500KCapital Gains, Dividends: $5,001 – $15K
Stone Ridge Reinsurance Risk Premium Interval FundMutual FundsJoint$250K – $500KDividends: $50K – $100K
Vanguard Large-Cap ETFMutual FundsJoint$250K – $500KDividends: $2,501 – $5,000
Vanguard Mid-Cap Value ETFMutual FundsJoint$250K – $500KDividends: $5,001 – $15K
Vanguard Small-Cap Growth ETFMutual FundsJoint$250K – $500KCapital Gains, Dividends: $50K – $100K
Versus Capital Multi-Manager Real Estate Income Fund LLC Class I SharesMutual FundsJoint$250K – $500KDividends: $5,001 – $15K
WCM Focused International Growth Fund Insti ClMutual FundsJoint$250K – $500KCapital Gains, Dividends: $15K – $50K
William Blair Small Cap Value Fund Class IMutual FundsJoint$250K – $500KCapital Gains, Dividends: $15K – $50K
Wm. Blair Funds International Growth Fund Cl IMutual FundsJoint$250K – $500KCapital Gains: $15K – $50K
Vanguard Moderate Growth PortfolioEducation Savings PlansJoint$250K – $500KTax-Deferred: —
Carlyle Tactical Private Credit Fund NMutual FundsSelf$100K – $250KTax-Deferred: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded. 38 of these were read from scanned paper reports.

  • Purchases
  • Sales
202120222023202420252026

What they trade most

Fidelity Money Market Fund: Premium Class (FZDXX)
2023–2025 · $3.1M – $7.3M
75 trades
Fidelity Managed Income II III
2023–2025 · $587K – $1.7M
39 trades
Dodge & Cox Stock Fund - Class I (DODGX)
2021–2025 · $133K – $645K
28 trades
Mip II CL3
2021–2022 · $262K – $680K
13 trades
Versus Capital Real Estate Fund LLC (VCMIX)
2023–2025 · $12K – $180K
12 trades
Vanguard Windsor II
2021–2022 · $138K – $470K
11 trades
JP Morgan Mid Cap Value Instl
2021–2022 · $67K – $305K
11 trades
EuroPacific Growth Fund Cl R-6 (RERGX)
2023–2025 · $556K – $1.2M
9 trades
William Blair Small Cap Value Fund Class I (ICSCX)
2023–2025 · $258K – $620K
9 trades
AF EuroPac Growth R6
2021–2022 · $58K – $220K
9 trades
Their latest 300 of 540 trades
DateAssetTradeOwnerAmountDays to report
2026-10-20American Expr Natl Bank CD
via Fidelity Trust
Sale (Partial)Joint$100K – $250K13
2026-06-22KKR Private Equity Conglomerate LLC Class I
via Fidelity Trust
PurchaseJoint$250K – $500K10
2026-06-10Partners Group Private Equity Master FD LLC Unit CL I
via Fidelity Trust
Sale (Full)Joint$15K – $50K22
2026-04-29PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I [HN] the statements I have made on t
via Fidelity Trust
Sale (Partial)Joint$250K – $500K5
2026-04-28Ashwaubenon WI
via Fidelity Trust
Sale (Full)Joint$100K – $250K6
2026-04-10Atherton Mich CMNTY SCH Dist Go Unltd 4% 05/01/2026 Tax BLDG and Site BDS Ser. 2020 I
via Fidelity Trust
Sale (Full)Joint$100K – $250K24
2025-12-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-12-30Baillie Gifford Emerging Market Fund- Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-22Causeway International Value Fund - Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-22Causeway International Value Fund - Institutional Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-12-22Causeway International Value Fund - Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-19EuroPacific Growth Fund - Class F-3
via Fidelity Health Savings Account
PurchaseSpouse$1,001 – $15Kannual
2025-12-19Stone Ridge Reinsurance Risk Premium Interval Fund
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-19Goldman Sachs Emerging Mkts Equity Insight Fd Inst
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18Teays Valley OH 5.00% 12/1/2033
via Fidelity Trust
PurchaseJoint$100K – $250K15
2025-12-18Dodge & Cox International Stock Fund - Class I
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2025-12-18Dodge & Cox International Stock Fund - Class I
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2025-12-18Wm. Blair Funds International Growth Fund Cl I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18Dodge & Cox International Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18JPMorgan Mid Cap Value Fund Class L
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18Wm. Blair Funds International Growth Fund Cl I
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-12-18Dodge & Cox International Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-18Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2025-12-18William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-11JPMorgan Mid Cap Value Fund Class L
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2025-12-11Oakmark International Small Cap Fund Institutional Class
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2025-12-11Oakmark International Small Cap Fund Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-11JPMorgan Mid Cap Value Fund Class L
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2025-12-11Oakmark International Small Cap Fund Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-08Cohen & Steers International Realty Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-08WCM Focused International Growth Fund Insti Cl
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-08Vanguard Short-Term Investment Grade Fund Admiral Shrs
via Fidelity IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-12-08WCM Focused International Growth Fund Insti Cl
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-12-08WCM Focused International Growth Fund Insti Cl
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-12-08Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2025-12-05Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032
via Fidelity Trust
PurchaseJoint$100K – $250K28
2025-12-05Floyd County IN 4.00% 12/30/2031
via Fidelity Trust
PurchaseJoint$100K – $250K28
2025-12-04Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033
via Fidelity Trust
PurchaseJoint$100K – $250K29
2025-12-02Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-12-01Vanguard Short-Term Investment Grade Fund Admiral Shrs
via Fidelity IRA
PurchaseSelf$50K – $100Kannual
2025-11-28Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-11-24JPMorgan Mid Cap Value Fund Class L
via Fidelity IRA
Sale (Full)Self$15K – $50Kannual
2025-11-24Vanguard Small-Cap Growth ETF
via Fidelity Trust
Sale (Partial)Joint$50K – $100Kannual
2025-11-24American Beacon Stephens Small Cap Growth Fd Inst Cl
via Fidelity Trust
Sale (Full)Joint$50K – $100Kannual
2025-11-24T. Rowe Price Large-Cap Growth Fund Class I
via Fidelity Trust
Sale (Full)Joint$100K – $250Kannual
2025-11-24T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I
via Fidelity Trust
Sale (Full)Joint$250K – $500Kannual
2025-11-24William Blair Small Cap Value Fund Class I
via Fidelity Trust
Sale (Partial)Joint$250K – $500Kannual
2025-11-24Vanguard Value ETF
via Fidelity IRA
Sale (Partial)Self$15K – $50Kannual
2025-11-19Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-11-07Stone Ridge Reinsurance Risk Premium Interval Fund
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2025-10-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-10-23Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$250K – $500Kannual
2025-10-21Centre CNTY PA Hosp Auth Rev Hosp Rev 5% 11/15/2046 BDS MT Nittanymed
via Fidelity Trust
Sale (Full)Joint$250K – $500K14
2025-10-16Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-10-01Carlyle Tactical Private Credit Fund N
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2025-09-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-09-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-09-25Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-08-29Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-08-29Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-08-20Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-08-07Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-08-05Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-07-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-07-17Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-07-16Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-07-15Vanguard Mid-Cap Growth Index Fd Admiral
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2025-07-15Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2025-07-14Macquarie Mid Cap Growth Fund Institutional
via Fidelity Roth IRA
Sale (Full)Spouse$15K – $50Kannual
2025-07-14Vanguard Mid-Cap Growth Index Fd Admiral
via Fidelity Roth IRA
PurchaseSpouse$15K – $50Kannual
2025-07-14Macquarie Mid Cap Growth Fund Institutional
via Fidelity Trust
Sale (Full)Joint$100K – $250Kannual
2025-07-14Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2025-07-01Carlyle Tactical Private Credit Fund N
via Fidelity IRA
PurchaseSelf$15K – $50Kannual
2025-06-30Cohen & Steers International Realty Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-06-30Capital Group EuroPacific Gr Tr CL U2
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$250K – $500Kannual
2025-06-30EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
Sale (Full)Spouse$250K – $500Kannual
2025-06-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-06-30EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
Sale (Full)Spouse$250K – $500Kannual
2025-06-25Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-06-12Causeway International Value Fund - Institutional Class
via Fidelity Trust
PurchaseJoint$250K – $500Kannual
2025-06-12Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-06-11American Beacon Intl Equity Fund Inst Class
via Fidelity Trust
Sale (Full)Joint$250K – $500Kannual
2025-06-09Vanguard Short-Term Investment Grade Fund Admiral Shrs
via Fidelity Inherited IRA
PurchaseSelf$15K – $50Kannual
2025-06-09EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-06-06Baillie Gifford Emerging Market Fund- Institutional Class
via Fidelity Roth IRA
PurchaseSpouse$15K – $50Kannual
2025-06-06Baillie Gifford Emerging Market Fund- Institutional Class
via Fidelity Trust
PurchaseJoint$250K – $500Kannual
2025-06-06Baillie Gifford Emerging Market Fund- Institutional Class
via Fidelity Inherited IRA
PurchaseSelf$1,001 – $15Kannual
2025-06-06Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$50K – $100Kannual
2025-06-05Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Roth IRA
Sale (Full)Spouse$15K – $50Kannual
2025-06-05Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Trust
Sale (Full)Joint$250K – $500Kannual
2025-06-05Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2025-06-05Vanguard Growth ETF
via Fidelity Inherited IRA
Sale (Full)Self$50K – $100Kannual
2025-06-05Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Inherited IRA
Sale (Full)Self$1,001 – $15Kannual
2025-06-05Vanguard Mid-Cap Index Fund Insti Plus
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
Sale (Full)Spouse$100K – $250Kannual
2025-06-05EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$50K – $100Kannual
2025-05-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-05-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-05-29Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-05-16Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-04-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-04-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-04-17Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-04-03Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$250K – $500Kannual
2025-04-01Baird Short Term Bond Fund Institutional Class
via Fidelity Health Savings Account
PurchaseSpouse$15K – $50Kannual
2025-04-01EuroPacific Growth Fund - Class F-3
via Fidelity Health Savings Account
PurchaseSpouse$15K – $50Kannual
2025-04-01Carlyle Tactical Private Credit Fund N
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2025-04-01Vanguard Large-Cap ETF
via Fidelity Health Savings Account
PurchaseSpouse$15K – $50Kannual
2025-04-01Vanguard Mid-Cap ETF
via Fidelity Health Savings Account
PurchaseSpouse$1,001 – $15Kannual
2025-04-01Vanguard Small-Cap ETF
via Fidelity Health Savings Account
PurchaseSpouse$1,001 – $15Kannual
2025-04-01Fidelity Money Market Fund: Premium Class
via Fidelity Health Savings Account
PurchaseSelf$1,001 – $15Kannual
2025-03-31Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-03-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-03-26Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-03-18Washington Subn San Diat MD 4.00% 12/1/2032 scanPurchaseJoint$100K – $250K29
2025-02-28Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-01-31Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-01-31Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2025-01-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2025-01-29Partners Group Private Equity Master FD LLC Unit CL I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-01-22Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-01-21Pecis Barstow Toyah TX 4% 2/15/2030 scanPurchaseJoint$100K – $250K24
2025-01-21Dallas TX ISD 5% 2/15/2031 scanPurchaseJoint$100K – $250K24
2025-01-17Fidelity Tax-Exempt Money Market Fund
via Fidelity Trust
Sale (Full)Joint$15K – $50Kannual
2025-01-17Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$250K – $500Kannual
2025-01-14Bow River Capital Evergreen Fund Class I
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-13Bow River Capital Evergreen Fund Class I
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-03Fidelity Tax-Exempt Money Market Fund
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2025-01-02Carlyle Tactical Private Credit Fund N
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2024-12-31Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2024-12-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-12-26Vanguard Growth ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-26Vanguard Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-26Vanguard Mid-Cap Growth ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-26Vanguard Mid-Cap Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-26Vanguard Real Estate ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-20American Beacon Stephens Small Cap Growth Fd Inst Cl
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-20Stone Ridge Reinsurance Risk Premium Interval Fund
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-20iShares MSCI EAFE Small-Cap ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-20Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-20Goldman Sachs Emerging Mkts Equity Insight Fd Inst
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-20American Beacon Intl Equity Fund Inst Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-20American Beacon Intl Equity Fund Inst Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-20American Beacon Intl Equity Fund Inst Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-19William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-19William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-19William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-19Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-19JPMorgan Mid Cap Value Fund Class L
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-19Wm. Blair Funds International Growth Fund Cl I
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-19Wm. Blair Funds International Growth Fund Cl I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-19Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2024-12-19EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-12-18Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-18Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-18Dodge & Cox International Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-16T. Rowe Price Large-Cap Growth Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-16T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-16T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-12Oakmark International Small Cap Fund Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-12Oakmark International Small Cap Fund Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-12JPMorgan Mid Cap Value Fund Class L
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-11Dodge & Cox International Stock Fund - Class I
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2024-12-09Johnson City TN 5% due 6/1/2031 scanPurchaseJoint$100K – $250K67
2024-12-09Johnson City TN 5% due 6/1/2031 scan, verifiedPurchaseJoint$100K – $250K32
2024-12-06WCM Focused International Growth Fund Insti Cl
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-12-06WCM Focused International Growth Fund Insti Cl
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-06WCM Focused International Growth Fund Insti Cl
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2024-12-05Redwood Area Schs M 5% Go Utx Due 2/1/2030 scanPurchaseJoint$100K – $250K71
2024-12-05Redwood Area Schs M 5% Go Utx Due 2/1/2030 scan, verifiedPurchaseJoint$100K – $250K36
2024-12-04Cohen & Steers International Realty Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-03Macquarie Mid Cap Growth Fund Institutional
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-12-03Macquarie Mid Cap Growth Fund Institutional
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2024-11-29Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-11-29Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-11-08Stone Ridge Reinsurance Risk Premium Interval Fund
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-11-05Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2024-10-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-10-16Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-10-02Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-10-01Vanguard Real Estate ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-09-30Vanguard Growth ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-09-30Vanguard Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-09-30Vanguard Mid-Cap Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-09-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-09-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-09-26Fidelity Money Market Fund: Premium Class
via Fidelity Health Savings Account
PurchaseSelf$1,001 – $15Kannual
2024-09-26Fidelity Money Market Fund: Premium Class
via Fidelity Health Savings Account
PurchaseSpouse$50K – $100Kannual
2024-09-25Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-08-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-08-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-08-15Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-08-13Vanguard Short-Term Investment Grade Fund Admiral Shrs
via Fidelity Inherited IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-08-08Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2024-07-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-07-25Winslow Large Cap Growth Fund Class C
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
Sale (Full)Spouse$250K – $500Kannual
2024-07-25Vanguard Windsor II Fund Admiral Shares
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
Sale (Full)Spouse$100K – $250Kannual
2024-07-25Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$500K – $1.0Mannual
2024-07-22Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2024-07-22Vanguard Short-Term Investment Grade Fund Admiral Shrs
via Fidelity IRA
PurchaseSelf$15K – $50Kannual
2024-07-22Dodge & Cox International Stock Fund - Class I
via Fidelity IRA
Sale (Full)Self$15K – $50Kannual
2024-07-17Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-07-03Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2024-07-02Vanguard Real Estate ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-07-01Vanguard Growth ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-07-01Vanguard Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-07-01Vanguard Mid-Cap Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-06-28Cohen & Steers International Realty Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-06-28Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-06-25Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-06-21Vanguard Windsor II Fund Admiral Shares
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-06-17iShares MSCI EAFE Small-Cap ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-06-10EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-05-31Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-05-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-04-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-04-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-04-17Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-04-05Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2024-03-28Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-03-28Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-03-26Vanguard Growth ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-03-26Vanguard Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-03-26Vanguard Mid-Cap Value ETF
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-03-25Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2024-03-25Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-02-29Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-02-29Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-02-23Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2024-02-01Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2024-01-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2024-01-30Partners Group Private Equity Master FD LLC Unit CL I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-01-17Versus Capital Real Estate Fund LLC
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2024-01-05Bow River Capital Evergreen Fund Class I
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2024-01-03Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2023-12-27Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-12-21Goldman Sachs Emerging Mkts Equity Insight Fd Inst
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-21American Beacon Intl Equity Fund Inst Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-21American Beacon Intl Equity Fund Inst Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-20JPMorgan Mid Cap Value Fund Class L
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-19Harding Loevner Institutional Emerging Markets Portfolio Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-19Vanguard Growth ETF
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2023-12-19Vanguard Windsor II Fund Admiral Shares
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-12-18Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-18Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-18Dodge & Cox International Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-15T. Rowe Price Large-Cap Growth Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-15T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-15Stone Ridge Reinsurance Risk Premium Interval Fund
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2023-12-14Wm. Blair Funds International Growth Fund Cl I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-14Wm. Blair Funds International Growth Fund Cl I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-14William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-14William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-14William Blair Small Cap Value Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-14Oakmark International Small Cap Fund Institutional Class
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-14EuroPacific Growth Fund Cl R-6
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-12-13JPMorgan Mid Cap Value Fund Class L
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-12Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$50K – $100Kannual
2023-12-07Cohen & Steers International Realty Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-06WCM Focused International Growth Fund Insti Cl
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-04Delaware Ivy Mid Cap Growth Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-12-04Delaware Ivy Mid Cap Growth Fund Class I
via Fidelity Roth IRA
PurchaseSpouse$1,001 – $15Kannual
2023-11-30South Madison Ind Cmnty Sch Corp GO 4% 07/15/2025 Bds Ser. 2023 scan, verifiedPurchaseJoint$50K – $100K11
2023-11-30Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2023-11-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-11-27Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-11-16Maricopa Cnty Ariz Sch Dist No 83 5% 07/01/2025 Cartwright Elem Sch Impt scan, verifiedSaleJoint$250K – $500K25
2023-11-16Centre Cnty PA Hosp Auth Rev Hosp Rev 5% 11/15/2046 Bds Mt Nittany Med scan, verifiedPurchaseJoint$250K – $500K25
2023-11-09South Madison Ind CMNTY SCH Corp Go 4% 07/15/2029 BDS Ser. 2023
via Fidelity Trust
PurchaseJoint$100K – $250Kannual
2023-11-01Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2023-10-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-10-27Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-10-18Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-10-02Carlyle Tactical Private Credit Fund N
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2023-09-29Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2023-09-29Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-09-27Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-09-26Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-09-20Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2023-09-18Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-08-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-08-25Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-08-16Fort Dodge IA GO Corp Purp Bds scan, verifiedPurchaseJoint$100K – $250K23
2023-08-09Putnam County Fla Sch Dist scan, verifiedPurchaseJoint$100K – $250K30
2023-08-09Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2023-07-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-07-27Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-07-20Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$15K – $50Kannual
2023-07-19Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-07-03Carlyle Tactical Private Credit Fund N
via Fidelity IRA
PurchaseSelf$1,001 – $15Kannual
2023-06-30Cohen & Steers International Realty Fund Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-06-30Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-06-27Fidelity Money Market Fund: Premium Class
via Fidelity Trust
Sale (Partial)Joint$15K – $50Kannual
2023-06-27Dodge & Cox Stock Fund - Class I
via Fidelity Trust
PurchaseJoint$1,001 – $15Kannual
2023-06-20Orlando FL Utils scanPurchaseJoint$100K – $250K16
2023-06-16Vanguard Windsor II Fund Admiral Shares
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual
2023-06-01Bow River Capital Evergreen Fund - EIF scanPurchaseSelf$100K – $250K35
2023-05-31Fidelity Money Market Fund: Premium Class
via Fidelity Trust
PurchaseJoint$50K – $100Kannual
2023-05-31Fidelity Managed Income II III
via Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity
PurchaseSpouse$1,001 – $15Kannual

What their office spends

What Wagner's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,939,851 over the last 4 quarters, 77% of it staff pay. A quarter's figures include late lines charged to the year before.

Q1 '21Q2 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25$571,210Q4 '25Q1 '26Q2 '26
The numbers
QuarterStaff payTravelOffices: rent, phones, utilitiesMail and printingEverything elseTotal
Q2 '26$336,054$6,144$20,422$82,832$20,575$466,027
Q1 '26$341,171$6,705$20,352$89,985$35,057$493,270
Q4 '25$465,214$7,731$20,167$58,752$19,345$571,210
Q3 '25$349,592$9,061$20,348$20,150$10,194$409,345
Q2 '25$346,971$8,982$20,965$4,801$11,172$392,891
Q1 '25$308,629$5,762$19,713$34,570$32,959$401,632
Q4 '24$419,288$16,807$21,194$36,301$43,157$536,748
Q3 '24$327,605$2,278$26,700$118,013$8,820$483,416
Q2 '24$338,082$6,713$22,027$78,019$15,306$460,147
Q1 '24$309,765$4,179$40,810$131,454$35,119$521,326
Q4 '23$398,955$6,098$18,755$49,535$16,565$489,909
Q3 '23$314,844$8,186$23,133$89,855$11,967$447,985
Q2 '23$315,612$3,926$22,465$404$16,028$358,434
Q1 '23$329,592$6,474$19,961$99,115$45,255$500,397
Q4 '22$405,043$7,078$15,398$28,394$52,158$508,070
Q3 '22$331,483$4,152$38,137$105,502$6,463$485,737
Q2 '22$314,594$1,909$14,759$64,340$8,487$404,089
Q1 '22$279,328$2,707$31,201$124,692$55,163$493,090
Q4 '21$311,296$3,535$13,754$110$11,982$340,676
Q2 '21$280,181$5,477$15,245$350$19,589$320,843
Q1 '21$245,219$4,683$19,906$23,969$35,881$329,659

Who the office paid

Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).

Keller Charles C.
Chief of Staff
$233,650
Gans David S
Senior Legislative Assistant · Legislative Director
$124,083
Bryant Arthur H.
Communications Director · Dcos/comm Dir
$122,000
Stonebraker Miriam H
District Director
$120,000
Fears Jordan M
Dir District Relations Develop
$104,417
Smith Emily A.
Schedule Coordinator
$92,500
Cook Kristopher D.
Field Representative
$92,000
Blackwell Jordan A.
Legislative Assistant
$80,125
Joseph Mary C.
Legislative Director · Senior Adviser
$80,000
Tuveson Erik W.
La/fs Comm Designee
$79,000
All 34
NameTitlePaidQuarters
Keller Charles C.Chief of Staff$233,6504
Gans David SSenior Legislative Assistant · Legislative Director$124,0834
Bryant Arthur H.Communications Director · Dcos/comm Dir$122,0004
Stonebraker Miriam HDistrict Director$120,0004
Fears Jordan MDir District Relations Develop$104,4174
Smith Emily A.Schedule Coordinator$92,5003
Cook Kristopher D.Field Representative$92,0004
Blackwell Jordan A.Legislative Assistant$80,1254
Joseph Mary C.Legislative Director · Senior Adviser$80,0003
Tuveson Erik W.La/fs Comm Designee$79,0004
Scott Alexandra N.Caseworker$76,0004
Johns Jessica L.Field Representative$60,0004
Mcdonald Jessica E.Staff Assistant · Legislative Correspondent/staf$57,1674
Igel Matthew W.Staff Assistant$48,0004
Davis Melanie F.It Tech$32,1004
Kuenster Emily A.Schedule Coordinator$27,5001
O'connor Mary MFinancial Director$24,7004
Heitman Evan T.Shared Employee$5,0001
Myers Angelina-Tyra E.Paid Intern - House Program$3,9602
Mcgraw Benjamin P.Paid Intern - House Program$3,1201
Ryan Christopher K.Paid Intern - House Program$2,8801
James PeterPaid Intern - House Program$2,8052
White Iris R.Paid Intern - House Program$2,7601
Jacobs ElisabethPaid Intern - House Program$2,6402
Diemer Sara K.Paid Intern - House Program$2,1602
Mueller Andrew M.Paid Intern - House Program$2,1001
Moulton Jordan T.Paid Intern - House Program$1,8601
Lemaster Robert G.District Office Paid Intern -$1,8601
Englert Isabella C.District Office Paid Intern -$1,7401
Krekeler MckinleyDistrict Office Paid Intern -$1,5001
Patel Riya M.Paid Intern - House Program$1,4642
Dernavich Lindsey N.Paid Intern - House Program$1,2001
Berik Grace M.Paid Intern - House Program$9601
Linney Ryan E.Paid Intern - House Program$7801

Private funds

14private funds, LLCs and trusts with no ticker
4file a Form D with the SEC
0 of 3bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

Partners Group (USA) Inc.
3 funds · manages $29.1B · 6 private funds
$1.4M
KKR DAV Manager LLC
manager per Form D
$375K
Fidelity Trust
trades went through it
$13.1M
Enterprise Holdings 401k & Profit Sharing Plan
trades went through it
$3.4M
Fidelity Managed Income II III
held from 2023
$3.0M
Capital Group EuroPacific Gr Tr CL U2
1 trades
$750K
Winslow Large Cap C
held from 2023
$375K
Winslow Large Cap Growth Fund Class C
1 trades
$375K
Aransas Cnty TX LTD Tax Nts 2021 3.00% 2/15/2022
1 trades
$175K
Bow River Capital Evergreen Fund - EIF
1 trades
$175K
Trempealeau County Wi Justice Center Series A
1 trades
$175K
Vanguard Large Cap Index Fund
1 trades
$175K

When they bought in

Funds with a Form D, by how long after the fund's first sale (as its Form D gives it) Wagner first bought in. Amber: within 30 days either way, among a fund's first investors.

More than a month before
0 funds
Within 30 days
0 funds
1–6 months after
0 funds
6–12 months after
0 funds
1–3 years after
1 fund
Over 3 years after
2 funds
All 14, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entityManagerFormedKindMinimumInvestorsFirst saleThey boughtTradedHeld
Fidelity Trust
trades went through it
2021-01-13$7.7M – $18.6M
Enterprise Holdings 401k & Profit Sharing Plan
trades went through it
2021-01-22$1.8M – $5.0M
Fidelity Managed Income II IIIheld 2023$1.0M – $5.0M
Capital Group EuroPacific Gr Tr CL U22025-06-30$250K – $500K$250K – $500K
Partners Group Private Equity (Master Fund), Llc - Class I EIF
filed as Partners Group Private Equity, LLC
Partners Group (USA) Inc.
$29.1B managed
over 5 years, DelawareOther Investment Fund$50K31742009-04-132021-02-01$130K – $350K$250K – $500K
Partners Group Private Equity Master FD LLC Unit CL I
filed as Partners Group Private Equity, LLC
Partners Group (USA) Inc.
$29.1B managed
over 5 years, DelawareOther Investment Fund$50K31742009-04-132023-01-27$18K – $95K$250K – $500K
KKR Private Equity Conglomerate LLC Class I
filed as KKR Private Equity Conglomerate LLC
KKR DAV Manager LLC2022, Delaware554262023-08-012026-06-22$250K – $500K
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I [HN] the statements I have made on t
filed as Partners Group Private Equity, LLC
Partners Group (USA) Inc.
$29.1B managed
over 5 years, DelawareOther Investment Fund$50K31742009-04-13$250K – $500K
Winslow Large Cap Cheld 2023$250K – $500K
Winslow Large Cap Growth Fund Class C$250K – $500K
Aransas Cnty TX LTD Tax Nts 2021 3.00% 2/15/20222021-03-15$100K – $250K
Bow River Capital Evergreen Fund - EIF2023-06-01$100K – $250K
Trempealeau County Wi Justice Center Series A2021-05-26$100K – $250K
Vanguard Large Cap Index Fund2022-06-28$100K – $250K

Financial disclosures

32 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

FiledReportEntries
Nov 2, 2026Periodic Transaction Report1
Jul 2, 2026Periodic Transaction Report2
May 13, 2026Annual Report for 2025124
May 4, 2026Periodic Transaction Report3
Jan 2, 2026Periodic Transaction Report4
Nov 4, 2025Periodic Transaction Report1
May 14, 2025Annual Report for 2024104
Apr 16, 2025Periodic Transaction Reportscan
Feb 14, 2025Periodic Transaction Reportscan
Feb 14, 2025Periodic Transaction Reportscan
Jan 10, 2025Periodic Transaction Reportscan
May 14, 2024Annual Report for 2023111
Dec 11, 2023Periodic Transaction Reportscan
Sep 8, 2023Periodic Transaction Reportscan
Jul 6, 2023Periodic Transaction Reportscan
May 24, 2023Annual Report for 202298
May 24, 2023Extension for 2022—
Apr 21, 2023Periodic Transaction Reportscan
Mar 15, 2023Periodic Transaction Reportscan
Jan 12, 2023Periodic Transaction Reportscan
Dec 6, 2022Periodic Transaction Reportscan
Sep 28, 2022Periodic Transaction Reportscan
Aug 23, 2022Periodic Transaction Reportscan
May 13, 2022Annual Report for 202189
Apr 8, 2022Periodic Transaction Reportscan
Feb 14, 2022Periodic Transaction Reportscan
Jan 7, 2022Periodic Transaction Reportscan
Sep 3, 2021Periodic Transaction Reportscan
Jul 9, 2021Periodic Transaction Reportscan
Jun 8, 2021Periodic Transaction Reportscan
Apr 9, 2021Periodic Transaction Reportscan
Mar 10, 2021Periodic Transaction Reportscan