Michael Waltz R
Republican representative for Florida (FL-6) (former), in the House since Jan 3, 2019.
Among all 440 members
Each dot is a member; Waltz 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
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$3,186
2023–24
$2.8M
2021–22
$3.2M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $3,186 | $0 | $0 | $0 | $0 | $927,516 | $627,595 | $0 | $0 |
| 2023–24 | $2,820,256 | $1,814,698 | $538,966 | $0 | $0 | $2,337,501 | $1,551,925 | $0 | $0 |
| 2021–22 | $3,165,364 | $2,348,399 | $544,080 | $600 | $0 | $2,980,654 | $1,069,170 | $76,619 | $0 |
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 Florida versus everywhere else, each period.
- From Florida
- From out of state
2023–24
$1.2M
2021–22
$682K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
STARKEY HEARING TECHNOLOGIES
$20K
SINTAVIA
$12K
CITADEL LLC
$12K
CHARLES SCHWAB CORPORATION
$12K
BLUE DELTA CAPITAL PARTNERS
$12K
FHH LAW PLLC
$12K
HUNT COMPANIES INC
$9,500
EMPRESAS FONALLEDAS
$7,800
BORLAND GROOVER
$6,800
VANCE STREET CAPITAL
$6,600
VANARP
$6,600
TRC COMPANIES INC
$6,600
The largest donors, and the numbers
| Period | Itemized | Contributions | From FL | Retired donors |
|---|---|---|---|---|
| 2023–24 | $1,152,518 | 4,498 | 36% | 48% |
| 2021–22 | $681,948 | 2,697 | 40% | 38% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| HAMMERSCHLAG, NICK | MIAMI, FL | NONE, RETIRED | $12,400 |
| NEFF, BRIAN | MIAMI BEACH, FL | SINTAVIA, EXECUTIVE | $12,400 |
| HUBER, JENNIFER | WOODBRIDGE, VA | FHH LAW, PLLC, ATTORNEY | $11,600 |
| SCOTT, ANNE O. | HOBE SOUND, FL | NONE, RETIRED | $9,900 |
| AUSTIN, TANI D. | BROWNSVILLE, TX | STARKEY HEARING TECHNOLOGIES, EXECUTIVE | $6,600 |
| AUSTIN, WILLIAM F. MR. | BROWNSVILLE, TX | STARKEY HEARING TECHNOLOGIES, FOUNDER & CHAIRMAN | $6,600 |
| BAKER, JOHN D. MR. II | JACKSONVILLE, FL | FRP, EXECUTIVE CHAIRMAN | $6,600 |
| BLUE, JAMES NEAL MR. | LA JOLLA, CA | GENERAL ATOMICS, C.E.O. | $6,600 |
| DANIELS, GEORGE | ORLANDO, FL | DANIELS MANUFACTURING CORPORATIONN, EXECUTIVE | $6,600 |
| FAISON, JAY WINTERS | CHARLOTTE, NC | CLEARPATH, FOUNDER | $6,600 |
| FARACHE, STEPHANIE | SUNNY ISLES BEACH, FL | MAGNA CM INC., CONSTRUCTION | $6,600 |
| FIGGERS, FREDDIE | FORT LAUDERDALE, FL | FIGGERS COMMUNICATION INC., INVENTOR | $6,600 |
| FISHER, KENNETH | PLANO, TX | FISHER INVESTMENTS, EXECUTIVE CHAIRMAN | $6,600 |
| FISHER, SHERRILYN | PLANO, TX | PLANO 6500 LLC, MEMBER | $6,600 |
| FRANCE, JAMES C. | DAYTONA BEACH, FL | NASCAR, CEO | $6,600 |
| FRANTZ, MARK A. MR. | MCLEAN, VA | BLUE DELTA CAPITAL PARTNERS, VENTURE CAPITALIST | $6,600 |
| GRANIERI, ROBERT MR. | NEW YORK, NY | JANE STREET GROUP, MANAGING DIRECTOR | $6,600 |
| GRIFFIN, KENNETH C. MR. | MIAMI BEACH, FL | CITADEL LLC, FOUNDER CEO | $6,600 |
| GROSSMAN, NAAVA | ASPEN, CO | NONE, RETIRED | $6,600 |
| GROSSMAN, SANFORD | ASPEN, CO | NONE, RETIRED | $6,600 |
| HINMAN, ROY H. DR. II | SAINT AUGUSTINE, FL | SELF EMPLOYED, PHYSICIAN | $6,600 |
| HUNT, WOODY L. MR. | EL PASO, TX | HUNT COMPANIES INC., CEO | $6,600 |
| JAY, JEFFREY | GREENWICH, CT | GREAT POINT PARTNERS, VENTURE CAPITAL | $6,600 |
| JEFFERY, REUBEN III | PALM BEACH, FL | NONE, RETIRED | $6,600 |
| KARANDIKAR, SATISH | BELLE MEAD, NJ | VANARP, FINANCE | $6,600 |
Their biggest PAC and party givers
DELOITTE POLITICAL ACTION COMMITTEE
$20K
$20K
LEONARDO DRS PAC
$19K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $20,000 | 7 |
| DELOITTE POLITICAL ACTION COMMITTEE | NONE | $20,000 | 7 |
| AT&T INC. EMPLOYEE FEDERAL POLITICAL ACTION COMMITTEE (AT&T EMPLOYEE FEDERAL PAC) | AT&T INC. | $20,000 | 4 |
| LEONARDO DRS PAC | $19,000 | 7 | |
| THE BOEING COMPANY POLITICAL ACTION COMMITTEE | THE BOEING COMPANY | $18,000 | 15 |
| LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE | LOCKHEED MARTIN CORPORATION | $18,000 | 18 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $17,500 | 6 |
| GENERAL DYNAMICS CORPORATION POLITICAL ACTION COMMITTEE (GENERAL DYNAMICS EMPLOYEE PAC) | GENERAL DYNAMICS CORPORATION | $17,500 | 7 |
| EMPLOYEES OF NORTHROP GRUMMAN CORPORATION PAC | NORTHROP GRUMMAN CORPORATION | $17,500 | 7 |
| SPACE EXPLORATION TECHNOLOGIES CORP. PAC | SPACE EXPLORATION TECHNOLOGIES CORP. | $16,500 | 7 |
| NEXTERA ENERGY, INC. POLITICAL ACTION COMMITTEE | NEXTERA ENERGY, INC | $16,000 | 6 |
| HONEYWELL INTERNATIONAL POLITICAL ACTION COMMITTEE | HONEYWELL INTERNATIONAL | $16,000 | 9 |
| LEIDOS INC. POLITICAL ACTION COMMITTEE | LEIDOS, INC. | $15,000 | 12 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $14,200 | 4 | |
| SALTCHUK RESOURCES, INC. PAC | SALTCHUK RESOURCES, INC. PAC | $13,500 | 4 |
| L3HARRIS TECHNOLOGIES, INC. PAC | L3HARRIS TECHNOLOGIES, INC. | $12,500 | 6 |
| AMERICAN BANKERS ASSOCIATION PAC (BANKPAC) | AMERICAN BANKERS ASSOCIATION (ABA) | $12,500 | 8 |
| AIR LINE PILOTS ASSOCIATION PAC | AIR LINE PILOTS ASSOCIATION | $12,500 | 6 |
| T-MOBILE US, INC. POLITICAL ACTION COMMITTEE (T-PAC) | T-MOBILE US, INC. POLITICAL ACTION COMMITTEE (T-PAC) | $12,000 | 8 |
| AAR CORP. PAC | AAR CORP. | $11,500 | 7 |
| SIERRA NEVADA CORPORATION PAC | $11,000 | 8 | |
| AMAZON.COM SERVICES LLC SEPARATE SEGREGATED FUND (AMAZON PAC) | $11,000 | 3 | |
| WITH HONOR PAC | $10,000 | 3 | |
| STAND FOR AMERICA PAC | $10,000 | 2 | |
| PARSONS CORPORATION POLITICAL ACTION COMMITTEE | PARSONS CORPORATION | $10,000 | 6 |
Outside spending for and against them
- Against them
- For them
All of it
$77K
Who spent it
PATRIOTS FOR POLICE PAC
$68K
POLICE ASSISTANCE FOUNDATION PAC
$4,686
LEADERSHIP FOR A STRONG AMERICA
$2,601
THE GUARDIAN FUND
$902
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| PATRIOTS FOR POLICE PAC | for | $68,430 | 411 |
| POLICE ASSISTANCE FOUNDATION PAC | for | $4,686 | 5 |
| LEADERSHIP FOR A STRONG AMERICA | for | $2,601 | 1 |
| THE GUARDIAN FUND | for | $902 | 1 |
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).
$208K
$23K
$18K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| CHEVRON U.S.A. INC. | $207,500 | 5 | Sep 12, 2022 | Jul 8, 2025 |
| AMENTUM HOLDINGS, INC. | $34,250 | 16 | Mar 17, 2021 | Dec 15, 2023 |
| HONEYWELL INTERNATIONAL | $29,000 | 13 | Mar 26, 2021 | Sep 26, 2024 |
| NORTHROP GRUMMAN CORPORATION | $25,000 | 9 | Oct 27, 2021 | Sep 25, 2024 |
| AT&T SERVICES, INC. AND ITS AFFILIATES | $25,000 | 7 | Jun 28, 2021 | Aug 30, 2024 |
| DELOITTE LLP | $22,500 | 8 | Nov 19, 2021 | Aug 2, 2024 |
| AMAZON.COM SERVICES LLC | $21,000 | 5 | Jun 16, 2021 | Apr 17, 2023 |
| LEONARDO DRS, INC. | $19,000 | 7 | Jun 18, 2021 | Feb 13, 2024 |
| BOEING COMPANY | $18,000 | 15 | Jun 8, 2021 | Jun 17, 2024 |
| GENERAL DYNAMICS CORP | $17,500 | 7 | Mar 29, 2021 | Sep 23, 2024 |
| SALTCHUK RESOURCES, INC. | $16,000 | 5 | Sep 23, 2021 | Sep 26, 2024 |
| NEXTERA ENERGY, INC. | $16,000 | 6 | Apr 20, 2021 | Oct 10, 2024 |
| K&L GATES, LLP | $15,250 | 17 | Jun 16, 2021 | Sep 12, 2023 |
| ELBIT SYSTEMS OF AMERICA, LLC | $14,000 | 7 | Jun 24, 2021 | Jan 17, 2024 |
| LEIDOS, INC. | $13,500 | 10 | Apr 16, 2021 | Mar 25, 2024 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $12,500 | 4 | Aug 9, 2022 | Oct 22, 2024 |
| AIR LINE PILOTS ASSOCIATION | $12,500 | 6 | Mar 22, 2021 | Nov 30, 2023 |
| JEFFREY J. KIMBELL & ASSOCIATES, INC. | $12,400 | 4 | Jan 19, 2021 | Dec 21, 2023 |
| T-MOBILE USA, INC. | $12,000 | 8 | May 20, 2021 | Mar 15, 2024 |
| SIERRA NEVADA COMPANY, LLC | $12,000 | 8 | Oct 26, 2021 | Jan 26, 2024 |
| AAR CORP. | $11,500 | 6 | Oct 4, 2022 | Feb 15, 2024 |
| HAWKEYE 360 INC. | $11,250 | 8 | Mar 10, 2021 | Jan 17, 2024 |
| PARSONS CORPORATION | $10,000 | 6 | Mar 17, 2023 | Jul 10, 2024 |
| ANIMAL WELLNESS ACTION | $10,000 | 9 | Dec 9, 2021 | Jan 17, 2024 |
| DUKE ENERGY CORPORATION | $9,500 | 5 | Mar 23, 2022 | Sep 19, 2023 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 16 earmarks, $204.9M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2024
$28.2M
FY 2023
$176.7M
The largest
Patrick SFB Consolidated Communications Facility
Department of Defense
$97.0M
SOF Operations Integration Facility
Department of Defense
$50.0M
LRSO Hardware Software Development & Test Facility Eglin Air Force Base
Department of Defense
$14.6M
Automated Multipurpose Machine Gun Range Camp Blanding
Department of Defense
$11.0M
SOF Joint MISO Web Operations Facility: Planning and Design
Department of Defense
$8.7M
Communications Infrastructure Modernization: Planning and Design
Department of Defense
$5.9M
F-35A Developmental Test 2-Bay Mx Hangar: Planning and Design
Department of Defense
$4.1M
F-35A Developmental Test 2-Bay Test Hangar: Planning and Design
Department of Defense
$3.7M
F-35A ADAL Developmental Test: Planning and Design
Department of Defense
$2.5M
Scout Recce Gunnery Complex: Planning and Design (NOTE: NOW MP RANGE COMPLEX)
Department of Defense
$2.3M
All 16
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2024 | LRSO Hardware Software Development & Test Facility Eglin Air Force Base LRSO Hardware Software Development & Test Facility Eglin Air Force Base Department of Defense · Military Construction, Air Force · FL | $14,600,000 | |||
| FY 2024 | Automated Multipurpose Machine Gun Range Camp Blanding Department of Defense · Military Construction, Army National Guard · FL | $11,000,000 | |||
| FY 2024 | Training Aids Center: Planning and Design Camp Blanding Department of Defense · Military Construction, Army National Guard · FL | $1,200,000 | |||
| FY 2024 | Infantry Squad Battle Course: Planning and Design Camp Blanding Department of Defense · Military Construction, Army National Guard · FL | $840,000 | |||
| FY 2024 | F–35 Munitions Storage Area Admin: Planning and Design Jacksonville International Airport F–35 Munitions Storage Area Admin: Planning and Design Jacksonville International Airport Department of Defense · Military Construction, Air National Guard · FL | $600,000 | |||
| FY 2023 | Patrick SFB Consolidated Communications Facility Department of Defense · Military Construction, Air Force · FL | $97,000,000 | |||
| FY 2023 | SOF Operations Integration Facility Department of Defense · Military Construction, Defense-Wide · FL | $50,000,000 | |||
| FY 2023 | SOF Joint MISO Web Operations Facility: Planning and Design Department of Defense · Military Construction, Defense-Wide · FL | $8,730,000 | |||
| FY 2023 | Communications Infrastructure Modernization: Planning and Design Department of Defense · Military Construction, Navy & Marine Corps · FL | $5,949,000 | Rutherford | ||
| FY 2023 | F-35A Developmental Test 2-Bay Mx Hangar: Planning and Design Department of Defense · Military Construction, Air Force · FL | $4,100,000 | |||
| FY 2023 | F-35A Developmental Test 2-Bay Test Hangar: Planning and Design Department of Defense · Military Construction, Air Force · FL | $3,700,000 | |||
| FY 2023 | F-35A ADAL Developmental Test: Planning and Design Department of Defense · Military Construction, Air Force · FL | $2,500,000 | |||
| FY 2023 | Scout Recce Gunnery Complex: Planning and Design (NOTE: NOW MP RANGE COMPLEX) Department of Defense · Military Construction, Army National Guard · FL | $2,300,000 | |||
| FY 2023 | Automated Multipurpose Machine Gun Range: Planning and Design (NOTE: NOW FY24 CDS) Department of Defense · Military Construction, Army National Guard · FL | $1,080,000 | |||
| FY 2023 | F-35 Construct Munitions Storage Area Admin & Pad: Planning and Design Department of Defense · Military Construction, Air National Guard · FL | $770,000 | Rutherford | ||
| FY 2023 | F-35 Munitions Maintenance and Inspection Facility: Planning and Design Department of Defense · Military Construction, Air National Guard · FL | $530,000 | Rutherford |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 16 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
Jan 3, 2025Jan 16, 2025
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. 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. 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. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
H.R. 4502
Labor, Health and Human Services, Education, Agriculture, Rural Develo…
690 clients
H.R. 8774
Department of Defense Appropriations Act, 2025
673 clients
H.R. 4365
Department of Defense Appropriations Act, 2024
602 clients
H.R. 10545
American Relief Act, 2025
599 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Jan 16, 2025 | On Passage | H.R. 30 Preventing Violence Against Women by Illegal Aliens Act | not voting | Passed |
| Jan 16, 2025 | On Motion to Recommit | H.R. 30 Preventing Violence Against Women by Illegal Aliens Act | not voting | Failed |
| Jan 15, 2025 | On Passage | H.R. 33 To amend the Internal Revenue Code of 1986 to provide special rules for the taxation of certain residents of Taiwan with income from sources | not voting | Passed |
| Jan 15, 2025 | On Motion to Suspend the Rules and Pass | H.R. 144 Tennessee Valley Authority Salary Transparency Act | not voting | Passed |
| Jan 15, 2025 | On Motion to Suspend the Rules and Pass | H.R. 164 POWER Act | not voting | Passed |
| Jan 14, 2025 | On Passage | H.R. 28 Protection of Women and Girls in Sports Act | yea | Passed |
| Jan 14, 2025 | On Motion to Recommit | H.R. 28 Protection of Women and Girls in Sports Act | nay | Failed |
| Jan 14, 2025 | On Motion to Suspend the Rules and Pass | H.R. 153 Post-Disaster Assistance Online Accountability Act | yea | Passed |
| Jan 13, 2025 | On Motion to Suspend the Rules and Pass | H.R. 152 Federal Disaster Assistance Coordination Act | not voting | Passed |
| Jan 13, 2025 | On Motion to Suspend the Rules and Pass | H.R. 192 Amtrak Executive Bonus Disclosure Act | not voting | Passed |
| Jan 9, 2025 | On Passage | H.R. 23 Illegitimate Court Counteraction Act | not voting | Passed |
| Jan 7, 2025 | On Passage | H.R. 29 Laken Riley Act | not voting | Passed |
| Jan 3, 2025 | On Agreeing to the Resolution | H.Res. 5 Adopting the Rules of the House of Representatives for the One Hundred Nineteenth Congress, and for other purposes | yea | Passed |
| Jan 3, 2025 | On Motion to Commit with Instructions | H.Res. 5 Adopting the Rules of the House of Representatives for the One Hundred Nineteenth Congress, and for other purposes | nay | Failed |
| Jan 3, 2025 | On Ordering the Previous Question | H.Res. 5 Adopting the Rules of the House of Representatives for the One Hundred Nineteenth Congress, and for other purposes | yea | Passed |
| Jan 3, 2025 | Election of the Speaker | yea | Johnson (LA) |
What they sponsor bills about
118th Congress: 31 sponsored, 2 became law · 117th Congress: 28 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 8012Public Law 118-247 Jackie Robinson Ballpark National Commemorative Site Act | Jan 4, 2025 Became Public Law No: 118-247. |
| H.R. 1568Public Law 118-39 Moving Americans Privacy Protection Act | Feb 9, 2024 Became Public Law No: 118-39. |
| H.R. 9745 Lifesaving Gear for Police Act of 2024 | Sep 20, 2024 Referred to the Committee on the Judiciary, and in addition to the Committee on Armed Services, for a period t |
| H.R. 8515 Maritime Advantage Results In National Economic Resiliency and Security Act | May 23, 2024 Referred to the Subcommittee on Coast Guard and Maritime Transportation. |
| H.R. 7977 Preserving JROTC Programs Act | Apr 12, 2024 Referred to the House Committee on Armed Services. |
| H.R. 7868 FEHB Protection Act | Apr 10, 2024 Ordered to be Reported (Amended) by the Yeas and Nays: 37 - 6. |
| H.R. 7401 Contract Our Veterans Act of 2024 | Feb 15, 2024 Referred to the House Committee on Armed Services. |
| H.R. 7304 Protecting the Families of Our Fallen Patriots Act | Dec 17, 2024 Referred to the Subcommittee on Social Security. |
| H.R. 6846 CONVENE Act of 2023 | Dec 15, 2023 Referred to the House Committee on Foreign Affairs. |
| H.R. 6609 TIGER Act | Feb 6, 2024 Ordered to be Reported in the Nature of a Substitute (Amended) by the Yeas and Nays: 26 - 20. |
| H.R. 6393 Sturgeon Conservation and Sustainability Act | Nov 13, 2023 Referred to the House Committee on Natural Resources. |
| H.R. 6112 Further Strengthening America’s Supply Chain and National Security Act | Dec 17, 2024 Referred to the Subcommittee on Trade. |
| H.R. 5912 PUNISH Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Trade. |
| H.R. 5738 Abbey Gate Gold Star Families Dignified Transport Act | Sep 26, 2023 Referred to the House Committee on Armed Services. |
| H.R. 5613 Sanctions Lists Harmonization Act | Sep 18, 2024 Read the second time. Placed on Senate Legislative Calendar under General Orders. Calendar No. 518. |
| H.R. 5164 PAINTER Act | Aug 4, 2023 Referred to the House Committee on Oversight and Accountability. |
| H.R. 5093 PAATCH Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 4312 To enhance the eligibility of India for Foreign Military Sales and exports under the Arms Export Control Act. | Jun 22, 2023 Referred to the House Committee on Foreign Affairs. |
| H.R. 3546 Study To Observe and Prevent (STOP) Human Trafficking Act of 2023 | May 18, 2023 Referred to the House Committee on the Judiciary. |
| H.R. 3455 TSP Act | May 17, 2023 Referred to the House Committee on Oversight and Accountability. |
| H.R. 3278 WARRIOR Act | May 11, 2023 Referred to the Committee on Armed Services, and in addition to the Committee on Oversight and Accountability, |
| H.R. 3167 Clean Water Allotment Modernization Act of 2023 | May 10, 2023 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 2454 United States-Israel PTSD Collaborative Research Act | Mar 30, 2023 Referred to the House Committee on Armed Services. |
| H.R. 1569 CLAMP Act of 2023 | Apr 14, 2023 Referred to the Subcommittee on Energy and Mineral Resources. |
| H.Res. 188 Condemning Secretary of Transportation Pete Buttigieg. | Mar 1, 2023 Referred to the Subcommittee on Water Resources and Environment. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 31 | 2 | 270 |
| 117th | 28 | 0 | 329 |
2 former staff now lobbying
SHIVAM PATEL
AXIOM SPACE, INC.
1 client
SHIV PATEL
SPINLAUNCH, INC.
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| SHIVAM PATEL | Intern, Representative Michael Waltz | AXIOM SPACE, INC. | 1 | 2024 |
| SHIV PATEL | Intern, Rep. Michael Waltz | SPINLAUNCH, INC. | 1 | 2021 |
From their payroll to lobbying
People Waltz'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 Waltz themselves.
WILLIAM SHELBY ✓
Paid Intern - House Program, last paid Q3 2024 · AXADVOCACY GOVERNMENT RELATIONS
3 clients
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| WILLIAM SHELBY | Paid Intern - House Program | Q3 2024 | AXADVOCACY GOVERNMENT RELATIONS | 3 | 2025–2026 | yes |
Holdings and trades
$3.3M – $10.5Mnet worth, 2023 report
176trades on their reports
0 of 2trades reported after 45 days
30 daystypical time to report a trade
0reports filed on paper
3filing 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.
Largest holdings, 2023 report
iShares National Muni Bond ETF
Mutual Funds · Self
$500K+
Invesco S&P 500 Equal Weight ETF
Mutual Funds · Self
$500K+
iShares MSCI USA Quality Factor ETF
Mutual Funds · Self
$500K+
iShares National Muni Bond ETF
Mutual Funds · Self
$500K+
SPDR S&P 500
Mutual Funds · Joint
$500K+
Cresset-Diversified QOZ Fund II LP
Investment Fund · Self
$250K+
Starwood Real Estate Investment Trust Class I
Investment Fund · Self
$250K+
SPDR S&P 500 ETF
Mutual Funds · Self
$250K+
Vanguard Intermediate Term Tax Exempt
Mutual Funds · Self
$250K+
Variant Alternative Income Fund
Mutual Funds · Self
$250K+
Hamlin Income Fund, LP
Investment Fund · Self
$250K+
Cliffwater Corporate Lending Fund Class I
Mutual Funds · Self
$100K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| iShares National Muni Bond ETF | Mutual Funds | Self | $500K – $1.0M | None: — |
| Invesco S&P 500 Equal Weight ETF | Mutual Funds | Self | $500K – $1.0M | Dividends: $2,501 – $5,000 |
| iShares MSCI USA Quality Factor ETF | Mutual Funds | Self | $500K – $1.0M | Dividends: $2,501 – $5,000 |
| iShares National Muni Bond ETF | Mutual Funds | Self | $500K – $1.0M | Capital Gains, Dividends: $15K – $50K |
| SPDR S&P 500 | Mutual Funds | Joint | $500K – $1.0M | Dividends: $5,001 – $15K |
| Cresset-Diversified QOZ Fund II LP | Investment Fund | Self | $250K – $500K | Dividends, Interest: $5,001 – $15K |
| Starwood Real Estate Investment Trust Class I | Investment Fund | Self | $250K – $500K | Dividends: $15K – $50K |
| SPDR S&P 500 ETF | Mutual Funds | Self | $250K – $500K | Dividends: $1,001 – $2,500 |
| Vanguard Intermediate Term Tax Exempt | Mutual Funds | Self | $250K – $500K | Dividends: $5,001 – $15K |
| Variant Alternative Income Fund | Mutual Funds | Self | $250K – $500K | Dividends: $15K – $50K |
| Hamlin Income Fund, LP | Investment Fund | Self | $250K – $500K | Interest: $2,501 – $5,000 |
| Cliffwater Corporate Lending Fund Class I | Mutual Funds | Self | $100K – $250K | Dividends: $5,001 – $15K |
| Cliffwater Corporate Lending Fund | Mutual Funds | Self | $100K – $250K | Dividends: $15K – $50K |
| Harbor Small Cap Value Fund Insti Cl | Mutual Funds | Self | $100K – $250K | Capital Gains, Dividends: $5,001 – $15K |
| iShares Russell 1000 Growth ETF | Mutual Funds | Self | $100K – $250K | Dividends: $1,001 – $2,500 |
| Nuveen All-American Municipal Bond Fund Class I | Mutual Funds | Self | $100K – $250K | Dividends: $201 – $1,000 |
| Schwab US Large Cap Value | Mutual Funds | Self | $100K – $250K | Dividends: $2,501 – $5,000 |
| Versus Capital Multi-Manager Real Estate Income Fund LLC | Mutual Funds | Self | $100K – $250K | Dividends: $5,001 – $15K |
| Variant Alternative Income Fund | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| Cliffwater Corporate Lending Fund | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| Schwab U.S. Large-Cap Value ETF | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| Bitcoin | Other | Self | $50K – $100K | None: — |
| BoodleAI | Other | Self | $50K – $100K | None: — |
| Wise Origin Bitcoin Index Fund I, LP | Investment Fund | Self | $50K – $100K | None: — |
| Cliffwater Corporate Lending Fund | Mutual Funds | Self | $50K – $100K | Tax-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.
- Purchases
- Sales
What they trade most
SPDR S&P 500 ETF (SPY)
2021–2023 · $1.0M – $2.4M
17 trades
Akre Focus Fund (AKRIX)
2021–2022 · $552K – $1.3M
10 trades
ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
2021–2023 · $601K – $1.4M
9 trades
JP Morgan Equity Income Fund Cl A (OIEIX)
2021–2023 · $701K – $1.6M
8 trades
Vanguard Short Term Tax Exempt Admiral (VWSUX)
2021–2023 · $2.7M – $11.4M
7 trades
Cliffwater Corporate Lending Fund (CCLFX)
2021–2023 · $581K – $1.4M
7 trades
Vanguard Small-Cap Growth ETF (VBK)
2021–2023 · $247K – $680K
7 trades
Vanguard Intermediate Term Tax Exempt (VWIUX)
2021–2023 · $1.0M – $2.1M
6 trades
Nuveen Preferred Securities & Income Fund Class I (NPSRX)
2021–2022 · $550K – $1.4M
6 trades
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX)
2021–2023 · $1.5M – $3.0M
5 trades
All 176 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-24 | BoodleAI | Exchange | Self | $50K – $100K | 30 |
| 2024-12-24 | BoodleAI | Exchange | Self | $50K – $100K | 30 |
| 2023-12-15 | SPDR S&P 500 via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2023-12-15 | Invesco S&P 500 Equal Weight ETF via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2023-12-14 | United States Treas Nt DTD 2/15/24 via Fidelity Brokerage | Sale (Full) | Self | $250K – $500K | annual |
| 2023-12-05 | SPDR S&P 500 ETF (SPY), put option via Revocable Trust 2 | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-12-05 | SPDR S&P 500 ETF (SPY), put option via Revocable Trust 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-12-05 | SPDR S&P 500 ETF (SPY), call option via Revocable Trust 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-12-05 | SPDR S&P 500 ETF (SPY), call option via Revocable Trust 2 | Purchase | Joint | $1,001 – $15K | annual |
| 2023-11-29 | SPDR S&P 500 via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2023-11-28 | Nuveen Flagship All-American Muni Bd Fd Cl R Shs via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2023-11-24 | Vanguard Small-Cap Growth ETF via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2023-10-31 | Versus Capital Real Estate Fund LLC via Fidelity Brokerage | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-09-01 | Invesco S&P 500 Equal Weight ETF via Cresset Investment Account | Purchase | Self | $250K – $500K | annual |
| 2023-08-31 | Cliffwater Corporate Lending Fund Class I via Cresset Investment Account | Purchase | Self | $100K – $250K | annual |
| 2023-08-22 | SPDR Gold Trust via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2023-08-01 | Versus Capital Real Estate Fund LLC via Fidelity Brokerage | Sale (Partial) | Self | $50K – $100K | annual |
| 2023-06-22 | SPDR S&P 500 ETF (SPY), put option via Revocable Trust 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-22 | SPDR S&P 500 ETF (SPY), put option via Revocable Trust 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-06-22 | SPDR S&P 500 ETF (SPY), call option via Revocable Trust 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-15 | Vanguard Small-Cap Growth ETF via Fidelity IRA | Purchase | Self | $15K – $50K | annual |
| 2023-06-15 | iShares Core S&P Mid-Cap ETF via Fidelity IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2023-06-15 | Vanguard Small-Cap Growth ETF via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2023-06-15 | iShares Core S&P Mid-Cap ETF via Fidelity Brokerage | Sale (Full) | Self | $250K – $500K | annual |
| 2023-06-14 | Harbor Small Cap Value Fund Insti Cl via Fidelity IRA | Purchase | Self | $15K – $50K | annual |
| 2023-06-14 | Harbor Small Cap Value Fund Insti Cl via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2023-05-16 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity SEP IRA | Sale (Full) | Self | $100K – $250K | annual |
| 2023-05-16 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2023-05-16 | iShares MSCI USA Quality Factor ETF via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2023-05-16 | iShares MSCI USA Quality Factor ETF via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2023-05-15 | Cliffwater Corporate Lending Fund Class I via Fidelity SEP IRA | Purchase | Self | $100K – $250K | annual |
| 2023-05-15 | JPMorgan Equity Income Fund A via Fidelity Brokerage | Sale (Full) | Self | $250K – $500K | annual |
| 2023-05-02 | Versus Capital Real Estate Fund LLC via Fidelity Brokerage | Sale (Partial) | Self | $50K – $100K | annual |
| 2023-04-13 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity SEP IRA | Purchase | Self | $100K – $250K | annual |
| 2023-04-13 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2023-04-12 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity SEP IRA | Sale (Partial) | Self | $100K – $250K | annual |
| 2023-04-12 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity IRA | Sale (Partial) | Self | $50K – $100K | annual |
| 2023-04-12 | Vanguard Small-Cap Growth ETF via Fidelity Brokerage | Sale (Full) | Self | $15K – $50K | annual |
| 2023-04-12 | Vanguard Russell 2000 Value ETF via Fidelity Brokerage | Sale (Full) | Self | $15K – $50K | annual |
| 2023-04-12 | Vanguard Russell 1000 Value ETF via Fidelity Brokerage | Sale (Full) | Self | $15K – $50K | annual |
| 2023-04-12 | iShares MSCI USA Quality Factor ETF via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2023-04-11 | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs via Fidelity Brokerage | Sale (Full) | Self | $250K – $500K | annual |
| 2023-04-11 | Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2023-04-11 | Vanguard Intermediate Term Tax Exempt via Fidelity Brokerage | Sale (Partial) | Self | $50K – $100K | annual |
| 2023-02-27 | Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares via Fidelity Brokerage | Sale (Full) | Self | $500K – $1.0M | annual |
| 2023-02-27 | United States Treas Nt DTD 2/15/24 via Fidelity Brokerage | Purchase | Self | $500K – $1.0M | annual |
| 2023-01-03 | SPDR Gold Trust via Fidelity Brokerage | Purchase | Self | $15K – $50K | annual |
| 2022-12-12 | Schwab U.S. Large-Cap Value ETF via Fidelity Brokerage | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-05 | iShares Core S&P Mid-Cap ETF via Fidelity SEP IRA | Purchase | Self | $50K – $100K | annual |
| 2022-12-05 | iShares National Muni Bond ETF via Cresset Investment Account | Purchase | Self | $500K – $1.0M | annual |
| 2022-12-02 | Akre Focus Fund via Fidelity IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2022-12-02 | Vanguard Short Term Tax Exempt Admiral via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2022-12-02 | Vanguard Intermediate Term Tax Exempt via Fidelity Brokerage | Sale (Full) | Self | $250K – $500K | annual |
| 2022-12-02 | Nuveen Preferred Securities & Income Fund Class I via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2022-12-02 | Nuveen All-American Municipal Bond Fund Class I via Fidelity Brokerage | Sale (Full) | Self | $250K – $500K | annual |
| 2022-12-02 | Cliffwater Corporate Lending Fund via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2022-11-18 | iShares Russell 1000 Growth ETF via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2022-11-17 | Akre Focus Fund via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2022-10-06 | SPDR S&P 500 via Fidelity Brokerage | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | SPDR S&P 500 via Fidelity Brokerage | Purchase | Self | $15K – $50K | annual |
| 2022-10-06 | SPDR S&P 500 via Fidelity Brokerage | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-05 | Vanguard Mega Cap Growth Index Fund via Fidelity Brokerage | Sale (Full) | Self | $15K – $50K | annual |
| 2022-10-05 | iShares Core S&P Mid-Cap ETF via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2022-10-04 | JP Morgan Equity Income Fund Cl A via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2022-10-04 | Akre Focus Fund via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2022-06-03 | Nuveen All-American Municipal Bond Fund Class I via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2022-05-18 | Virtus Asset Trust - Virtus Seix Floating Rate High Income Fund via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2022-05-18 | Virtus Asset Trust - Virtus Seix Floating Rate High Income Fund via Cresset Investment Account | Sale (Full) | Self | $250K – $500K | annual |
| 2022-05-17 | Cliffwater Corporate Lending Fund via Fidelity Brokerage | Sale (Partial) | Self | $250K – $500K | annual |
| 2022-04-28 | SPDR S&P 500 via Fidelity Brokerage | Purchase | Self | $15K – $50K | annual |
| 2022-04-28 | SPDR S&P 500 via Fidelity Brokerage | Sale (Full) | Self | $15K – $50K | annual |
| 2022-04-28 | SPDR S&P 500 via Fidelity Brokerage | Sale (Full) | Self | $15K – $50K | annual |
| 2022-04-12 | Versus Capital Multi-Manager Real Estate Income Fund LLC via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2022-04-11 | Vanguard Short Term Tax Exempt Admiral via Fidelity Brokerage | Sale (Partial) | Self | $50K – $100K | annual |
| 2022-02-16 | Virtus Asset Trust - Virtus Seix Floating Rate High Income Fund via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2022-02-16 | Vanguard Intermediate Term Tax Exempt via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2022-02-16 | Nuveen Preferred Securities & Income Fund Class I via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2022-02-16 | MainStay MacKay High Yield Municipal Bond Fund via Cresset Investment Account | Sale (Full) | Self | $100K – $250K | annual |
| 2022-02-15 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2022-02-15 | SPDR S&P 500 ETF Trust via Fidelity Roth IRA | Purchase | Self | $50K – $100K | annual |
| 2022-02-15 | ARK Innovation ETF via Fidelity Roth IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2022-02-14 | Cliffwater Corporate Lending Fund via Fidelity IRA | Purchase | Self | $1,001 – $15K | annual |
| 2022-02-02 | Vanguard Short Term Tax Exempt Admiral via Fidelity Brokerage | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-01-19 | Wise Origin Bitcoin Index Fund I, LP via Cresset Investment Account | Purchase | Self | $50K – $100K | annual |
| 2021-12-23 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity SEP IRA | Purchase | Self | $100K – $250K | annual |
| 2021-12-23 | First Trust North American Energy Infrastructure Fund via Fidelity SEP IRA | Sale (Full) | Self | $100K – $250K | annual |
| 2021-12-23 | ProShares S&P 500 Dividend Aristocrats ETF via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2021-12-23 | First Trust North American Energy Infrastructure Fund via Fidelity IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2021-12-14 | JP Morgan Equity Income Fund Cl A via Fidelity Brokerage | Purchase | Self | $1,001 – $15K | annual |
| 2021-12-10 | Akre Focus Fund via Fidelity IRA | Purchase | Self | $1,001 – $15K | annual |
| 2021-12-10 | Akre Focus Fund via Fidelity Brokerage | Purchase | Self | $1,001 – $15K | annual |
| 2021-10-12 | SPDR S&P 500 ETF via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2021-10-08 | Variant Alternative Income Fund via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-10-08 | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2021-10-08 | Vanguard Intermediate Term Tax Exempt via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2021-10-08 | Nuveen Preferred Securities & Income Fund Class I via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-10-08 | Harbor Small Cap Value Fund Institutional Class via Fidelity Brokerage | Sale (Full) | Self | $100K – $250K | annual |
| 2021-10-08 | Virtus Asset Trust - Virtus Seix Floating Rate High Income Fund via Cresset Investment Account | Purchase | Self | $250K – $500K | annual |
| 2021-07-27 | ARK Innovation ETF via Fidelity Roth IRA | Purchase | Self | $100K – $250K | annual |
| 2021-07-26 | JP Morgan Equity Income Fund Cl A via Fidelity Roth IRA | Sale (Full) | Self | $100K – $250K | annual |
| 2021-07-14 | Principal LifeTime Hybrid 2045 via Principal 401k | Sale (Full) | Self | $100K – $250K | annual |
| 2021-07-02 | SPDR S&P 500 ETF via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2021-07-01 | Variant Alternative Income Fund via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2021-07-01 | Akre Focus Fund via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2021-07-01 | JP Morgan Equity Income Fund Cl A via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2021-07-01 | Harbor Small Cap Value Fund Institutional Class via Fidelity Brokerage | Purchase | Self | $15K – $50K | annual |
| 2021-07-01 | Akre Focus Fund via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2021-06-16 | Bitcoin | Purchase | Self | $15K – $50K | annual |
| 2021-06-14 | Bitcoin | Purchase | Self | $15K – $50K | annual |
| 2021-05-28 | First Trust North American Energy Infrastructure Fund via Fidelity SEP IRA | Purchase | Self | $100K – $250K | annual |
| 2021-05-28 | SPDR S&P 500 ETF via Fidelity IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2021-05-28 | First Trust North American Energy Infrastructure Fund via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2021-05-28 | SPDR Gold Shares via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-05-27 | Akre Focus Fund via Fidelity SEP IRA | Sale (Full) | Self | $100K – $250K | annual |
| 2021-05-27 | Nuveen Preferred Securities & Income Fund Class I via Fidelity Brokerage | Sale (Partial) | Self | $100K – $250K | annual |
| 2021-05-12 | SPDR S&P 500 ETF via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-05-11 | JP Morgan Equity Income Fund Cl A via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-04-13 | Vanguard Short Term Tax Exempt Admiral via Fidelity Brokerage | Sale (Partial) | Self | $1.0M – $5.0M | annual |
| 2021-04-13 | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares via Fidelity Brokerage | Sale (Full) | Self | $500K – $1.0M | annual |
| 2021-04-05 | SPDR S&P 500 ETF via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-04-01 | JP Morgan Equity Income Fund Cl A via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2021-04-01 | Akre Focus Fund via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2021-03-30 | Cresset-Diversified QOZ Fund II LP via Cresset Investment Account | Purchase | Self | $250K – $500K | annual |
| 2021-03-04 | MainStay MacKay High Yield Municipal Bond Fund via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-03-01 | Vanguard Small-Cap Growth ETF via Fidelity Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-03-01 | Vanguard Mega Cap Growth ETF via Fidelity Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-26 | JP Morgan Equity Income Fund Cl A via Fidelity Roth IRA | Purchase | Self | $50K – $100K | annual |
| 2021-02-26 | Dfa U.s. Small Cap Value Port Institutional Class N/l via Fidelity Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-26 | Dfa U.s. Large Cap Value Port Institutional Class N/l via Fidelity Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-26 | Dfa Real Estate Securities Port Institutional Class N/l via Fidelity Roth IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-26 | Dfa International Small Company Port Inst Class N/l via Fidelity Roth IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-26 | Vanguard Short Term Tax Exempt Admiral via Fidelity Brokerage | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-26 | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares via Fidelity Brokerage | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-26 | Nuveen Preferred Securities & Income Fund Class I via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-02-25 | Dfa U.s. Large Cap Value Port Institutional Class N/l via Fidelity Brokerage 2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-25 | Dfa Real Estate Securities Port Institutional Class N/l via Fidelity Brokerage 2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-25 | Dfa Large Cap International Port Institutional Class N/l via Fidelity Brokerage 2 | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-25 | Dfa International Small Company Port Inst Class N/l via Fidelity Brokerage 2 | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-25 | Dfa Emerging Markets Core Equity Portfolio Inst CLS N/l via Fidelity Brokerage 2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-25 | Dfa Commodity Portfolio Institutional Class N/l via Fidelity Brokerage 2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-24 | Starwood Real Estate Investment Trust Class I via Cresset Investment Account | Purchase | Self | $250K – $500K | annual |
| 2021-02-16 | Vanguard Small-Cap Growth ETF via Fidelity SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-16 | Vanguard Mega Cap Growth ETF via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-16 | Vanguard Small-Cap Growth ETF via Fidelity IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-16 | SPDR S&P 500 ETF via Fidelity IRA | Purchase | Self | $50K – $100K | annual |
| 2021-02-16 | SPDR S&P 500 ETF via Fidelity Brokerage | Purchase | Self | $15K – $50K | annual |
| 2021-02-12 | Variant Alternative Income Fund via Fidelity SEP IRA | Purchase | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa U.s. Small Cap Value Port Institutional Class N/l via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa U.s. Large Cap Value Port Institutional Class N/l via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Real Estate Securities Port Institutional Class N/l via Fidelity SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-02-12 | Dfa Large Cap International Port Institutional Class N/l via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa International Small Company Port Inst Class N/l via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Emerging Markets Core Equity Portfolio Inst CLS N/l via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Commodity Portfolio Institutional Class N/l via Fidelity SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Cliffwater Corporate Lending Fund via Fidelity SEP IRA | Purchase | Self | $15K – $50K | annual |
| 2021-02-12 | Akre Focus Fund via Fidelity SEP IRA | Purchase | Self | $50K – $100K | annual |
| 2021-02-12 | Variant Alternative Income Fund via Fidelity IRA | Purchase | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa U.s. Small Cap Value Port Institutional Class N/l via Fidelity IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa U.s. Large Cap Value Port Institutional Class N/l via Fidelity IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Real Estate Securities Port Institutional Class N/l via Fidelity IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Large Cap International Port Institutional Class N/l via Fidelity IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Emerging Markets Core Equity Portfolio Inst CLS N/l via Fidelity IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Dfa Commodity Portfolio Institutional Class N/l via Fidelity IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2021-02-12 | Cliffwater Corporate Lending Fund via Fidelity IRA | Purchase | Self | $15K – $50K | annual |
| 2021-02-12 | Vanguard Intermediate Term Tax Exempt via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2021-02-12 | Nuveen Preferred Securities & Income Fund Class I via Fidelity Brokerage | Purchase | Self | $50K – $100K | annual |
| 2021-02-12 | MainStay MacKay High Yield Municipal Bond Fund via Fidelity Brokerage | Purchase | Self | $15K – $50K | annual |
| 2021-01-21 | Vanguard Long Term Tax Exempt Admiral via Fidelity Brokerage | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2021-01-21 | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares via Fidelity Brokerage | Purchase | Self | $500K – $1.0M | annual |
| 2021-01-20 | SPDR S&P 500 ETF via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2021-01-20 | Schwab US Large Cap Value via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-01-20 | iShares Core S&P Mid-Cap ETF via Fidelity Brokerage | Purchase | Self | $250K – $500K | annual |
| 2021-01-19 | Harbor Small Cap Value Fund Institutional Class via Fidelity Brokerage | Purchase | Self | $100K – $250K | annual |
| 2021-01-04 | Vanguard Short Term Tax Exempt Admiral via Fidelity Brokerage | Purchase | Self | $1.0M – $5.0M | annual |
| 2021-01-04 | Vanguard Long Term Tax Exempt Admiral via Fidelity Brokerage | Purchase | Self | $500K – $1.0M | annual |
| 2021-01-01 | Hamlin Income Fund, LP | Purchase | Self | $250K – $500K | annual |
What their office spends
What Waltz'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): -$7,471 over the last 4 quarters, 100% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | -$976 | $0 | $0 | $0 | $0 | -$976 |
| Q1 '26 | -$512 | $0 | $0 | $0 | $0 | -$512 |
| Q4 '25 | -$3,928 | $0 | $0 | $0 | $0 | -$3,928 |
| Q3 '25 | -$2,061 | $0 | $28 | $0 | -$23 | -$2,056 |
| Q2 '25 | $82,016 | $552 | $4,172 | $441 | $3,676 | $90,858 |
| Q1 '25 | $604,981 | $2,128 | $16,593 | $786 | $12,503 | $636,991 |
| Q4 '24 | $495,985 | $1,867 | $20,659 | -$30 | $13,818 | $532,298 |
| Q3 '24 | $412,726 | $9,639 | $18,804 | $228 | $26,247 | $467,644 |
| Q2 '24 | $442,976 | $8,719 | $21,466 | $471 | $23,320 | $496,952 |
| Q1 '24 | $394,685 | $14,830 | $20,326 | $3,938 | $35,598 | $469,377 |
| Q4 '23 | $495,654 | $7,473 | $18,053 | $24,646 | $16,105 | $561,931 |
| Q3 '23 | $396,836 | $10,169 | $17,742 | $18,704 | $19,050 | $462,500 |
| Q2 '23 | $411,736 | $8,054 | $14,411 | $5,579 | $40,798 | $480,578 |
| Q1 '23 | $352,567 | $17,250 | $21,290 | $927 | $45,522 | $437,555 |
| Q4 '22 | $457,831 | $8,922 | $17,304 | $741 | $13,891 | $498,689 |
| Q3 '22 | $353,057 | $4,159 | $16,743 | $21,375 | $18,143 | $413,477 |
| Q2 '22 | $367,286 | $21,250 | $16,132 | $106,985 | $14,546 | $526,199 |
| Q1 '22 | $302,535 | $5,206 | $16,676 | $37,188 | $59,997 | $421,602 |
| Q4 '21 | $343,327 | $8,123 | $16,138 | $32,069 | $19,335 | $418,992 |
| Q2 '21 | $327,813 | $11,982 | $17,875 | $112 | $22,654 | $380,436 |
| Q1 '21 | $271,173 | $4,399 | $17,770 | $32,495 | $30,645 | $356,482 |
Private funds
5private funds, LLCs and trusts with no ticker
2file a Form D with the SEC
0 of 1bought 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.
Cresset-Diversified QOZ GP II, LLC
manager per Form D
$750K
FD Funds GP LLC
manager per Form D
$150K
Starwood Real Estate Investment Trust Class I
3 trades
$766K
BoodleAI
2 trades
$150K
Revocable Trust 2
trades went through it
$105K
All 5, 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 entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Starwood Real Estate Investment Trust Class I | 2021-02-24 | $252K – $530K | $250K – $500K | ||||||
| Cresset-Diversified QOZ Fund II LP | Cresset-Diversified QOZ GP II, LLC | 2020, Delaware | Other Investment Fund | $250K | 0 | 2021-03-30 | $250K – $500K | $250K – $500K | |
| BoodleAI | $100K – $200K | ||||||||
| Wise Origin Bitcoin Index Fund I, LP | FD Funds GP LLC | 2020, Delaware | Other Investment Fund | $50K | 863 | 2020-08-31 | 2022-01-19 | $50K – $100K | $50K – $100K |
| Revocable Trust 2 trades went through it | 2023-06-22 | $35K – $175K |
Financial disclosures
9 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.
| Filed | Report | Entries |
|---|---|---|
| Jan 23, 2025 | Periodic Transaction Report | 2 |
| Aug 13, 2024 | Annual Report (amendment) for 2022 | 40 |
| Aug 13, 2024 | Annual Report for 2023 | 44 |
| Apr 15, 2024 | Extension for 2023 | — |
| Aug 13, 2023 | Annual Report for 2022 | 40 |
| Apr 17, 2023 | Extension for 2022 | — |
| Aug 13, 2022 | Annual Report for 2021 | 103 |
| Apr 15, 2022 | Extension for 2021 | — |
| Jul 14, 2021 | Periodic Transaction Report | 0 |
1 trade has a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 13, 2023 | 2023-04-11 | Vanguard Intermediate Term Tax Exempt (VWIUX) | Outside the year the report covers | Repeated on the amendment |