Ann Wagner

R-MO-2 Representative for Missouri’s 2nd district Republican In Congress since 2013

10trades · 3 yrs
5buys
5sells
19dmedian wait
0filed late

Ann Wagner disclosed 10 trades made since Oct 4, 2023: 5 buys and 5 sales. All of them were a spouse's or joint account's. The latest, made Jun 22, 2026, was filed Jul 2, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

Trades

10 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
KKR Private Equity Conglomerate LLC Class I
FundJoint

Buy

$250K–$500K

Traded Jun 22Filed Jul 2 10d

↗
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I
FundJoint

Sell

$15K–$50K

Traded Jun 10Filed Jul 2 22d

↗
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I
FundJoint

Sell · part

$250K–$500K

Traded Apr 29Filed May 4 5d

↗
Ashwaubenon WI
BondJoint

Sell

$100K–$250K

Traded Apr 28Filed May 4 6d

↗
ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I
BondJoint

Sell

$100K–$250K

Traded Apr 10Filed May 4 24d

↗
Teays Valley OH 5.00% 12/1/2033
BondJoint

Buy

$100K–$250K

Traded Dec 18, 2025Filed Jan 2 15d

↗
Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032
BondJoint

Buy

$100K–$250K

Traded Dec 5, 2025Filed Jan 2 28d

↗
Floyd County IN 4.00% 12/30/2031
BondJoint

Buy

$100K–$250K

Traded Dec 5, 2025Filed Jan 2 28d

↗
Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033
BondJoint

Buy

$100K–$250K

Traded Dec 4, 2025Filed Jan 2 29d

↗
CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED
BondJoint

Sell

$250K–$500K

Traded Oct 21, 2025Filed Nov 4, 2025 14d

↗

Reported holdings

2025 annual report · filed May 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$13.1M–$37.5M sum of 108 disclosed ranges

Fund 59
Bond 24
Other 21
Real estate 2
Cash 2

AssetOwner Valuevs 2024
Fidelity Managed Income II IIIFundEnterprise Holdings 401k & Profit Sharing Plan - administ...Spouse$1M–$5MSame band
VUGVanguard Growth ETFFundFidelity TrustJoint$1M–$5MSame band
VTVVanguard Value ETFFundFidelity TrustJoint$1M–$5MSame band
DODGXDodge & Cox Stock Fund - Class IFundFidelity TrustJoint$500K–$1MSame band
VOTVanguard Mid-Cap Growth ETFFundFidelity TrustJoint$500K–$1MSame band
American Expr Natl Bank CDBondFidelity TrustJoint$250K–$500KSame band
BGEGXBaillie Gifford Emerging Market Fund- Institutional ClassFundFidelity TrustJoint$250K–$500KNew
EVERXBow River Capital Evergreen Fund Class IFundFidelity IRASelf$250K–$500K▲ $100K–$250K
Capital Group EuroPacific Gr Tr CL U2FundEnterprise Holdings 401k & Profit Sharing Plan - administ...Spouse$250K–$500KNew
CIVIXCauseway International Value Fund - Institutional ClassFundFidelity TrustJoint$250K–$500KNew
DODFXDodge & Cox International Stock Fund - Class IFundFidelity TrustJoint$250K–$500K▲ $100K–$250K
FZDXXFidelity Money Market Fund: Premium ClassFundFidelity TrustJoint$250K–$500KSame band
FLMVXJPMorgan Mid Cap Value Fund Class LFundFidelity TrustJoint$250K–$500KSame band
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL IFundFidelity TrustJoint$250K–$500KSame band
SRRIXStone Ridge Reinsurance Risk Premium Interval FundFundFidelity TrustJoint$250K–$500KSame band
VVVanguard Large-Cap ETFFundFidelity TrustJoint$250K–$500KSame band
VOEVanguard Mid-Cap Value ETFFundFidelity TrustJoint$250K–$500KSame band
Vanguard Moderate Growth PortfolioOtherMissouri MOST 529 PlansJoint$250K–$500K▲ $100K–$250K
VBKVanguard Small-Cap Growth ETFFundFidelity TrustJoint$250K–$500KSame band
VCMIXVersus Capital Multi-Manager Real Estate Income Fund LLC Class I SharesFundFidelity TrustJoint$250K–$500KSame band
WCMIXWCM Focused International Growth Fund Insti ClFundFidelity TrustJoint$250K–$500KSame band
ICSCXWilliam Blair Small Cap Value Fund Class IFundFidelity TrustJoint$250K–$500K▼ $500K–$1M
BIGIXWm. Blair Funds International Growth Fund Cl IFundFidelity TrustJoint$250K–$500KSame band
SCZiShares MSCI EAFE Small-Cap ETFFundFidelity TrustJoint$250K–$500K▲ $100K–$250K
ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 IBondFidelity TrustJoint$100K–$250KSame band
Ashwaubenon WIBondFidelity TrustJoint$100K–$250KSame band
BMO Harris Bank CD FDIC INSBondFidelity TrustJoint$100K–$250KSame band
Baldwin Land CompanyReal estateFidelity TrustJoint$100K–$250KSame band
TAKNXCarlyle Tactical Private Credit Fund NFundFidelity IRASelf$100K–$250KSame band
Cash ReservesCashFidelity TrustJoint$100K–$250K▲ $0–$1K
Connecticut St 3.31%BondFidelity TrustJoint$100K–$250KSame band
DORT FINL CREDIT 4.4%BondFidelity TrustJoint$100K–$250KSame band
Dallas TX ISD 5.00% 2/15/2031BondFidelity TrustJoint$100K–$250KNew
Floyd County IN 4.00% 12/30/2031BondFidelity TrustJoint$100K–$250KNew
Fort Dodge IA GO Corp Purp BdsBondFidelity TrustJoint$100K–$250KSame band
Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032BondFidelity TrustJoint$100K–$250KNew
GERIXGoldman Sachs Emerging Mkts Equity Insight Fd InstFundFidelity TrustJoint$100K–$250KSame band
Johnson City TN 5.00% 6/1/2031BondFidelity TrustJoint$100K–$250KSame band
Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033BondFidelity TrustJoint$100K–$250KNew
New York NY 1.216%BondFidelity TrustJoint$100K–$250KSame band
OANEXOakmark International Small Cap Fund Institutional ClassFundFidelity TrustJoint$100K–$250KSame band
Orlando FL UtilsBondFidelity TrustJoint$100K–$250KSame band
Pecos Barstow Toyah TX Indpt 4% 02/15/30BondFidelity TrustJoint$100K–$250KNew
Putnam County Fla Sch DistBondFidelity TrustJoint$100K–$250KSame band
Redwood Area Schs M 5%30 Go Utx Due 2/1/2030BondFidelity TrustJoint$100K–$250KSame band
SOUTH MADISON IND CMNTY SCH CORP GO 4% 07/15/2029 BDS SER. 2023BondFidelity TrustJoint$100K–$250KSame band
Synchrony Bank 4.9%BondFidelity TrustJoint$100K–$250KSame band
Teays Valley OH 5.00% 12/1/2033BondFidelity TrustJoint$100K–$250KNew
UNIV WA 2.211% 27 PUB EDUCBondFidelity TrustJoint$100K–$250KSame band
VMGMXVanguard Mid-Cap Growth Index Fd AdmiralFundFidelity TrustJoint$100K–$250KNew
VNQVanguard Real Estate ETFFundFidelity TrustJoint$100K–$250KSame band
VFSUXVanguard Short-Term Investment Grade Fund Admiral ShrsFundFidelity IRASelf$100K–$250KSame band
VWSUXVanguard Ultra-Short-Term Tax-Exempt Fund Admiral SharesFundFidelity TrustJoint$100K–$250KSame band
Washington Subn San Dist MD 4.00% 12/1/2032BondFidelity TrustJoint$100K–$250KNew
Whole Life (90 Life - #3)OtherNorthwestern Mutual Insurance PoliciesSpouse$100K–$250KSame band
Whole Life (Select 100 - #2)OtherNorthwestern Mutual Insurance PoliciesSpouse$100K–$250KSame band
Whole Life (Select 100 - #3)OtherNorthwestern Mutual Insurance PoliciesSpouse$100K–$250KSame band
Bank of America Checking Account (JT)CashBank of America Checking AccountJoint$50K–$100KSame band
IRFIXCohen & Steers International Realty Fund Class IFundFidelity TrustJoint$50K–$100KSame band
DODFXDodge & Cox International Stock Fund - Class IFundFidelity Roth IRASpouse$50K–$100K▲ $15K–$50K
Rental Timeshare - Breckenridge, COReal estateRental TimeshareJoint$50K–$100KSame band
Russell Multi-Style EquityOtherNorthwestern Mutual Variable Life Insurance PolicySpouse$50K–$100K▲ $15K–$50K
VUGVanguard Growth ETFFundFidelity Roth IRASpouse$50K–$100KSame band
VFSUXVanguard Short-Term Investment Grade Fund Admiral ShrsFundFidelity Inherited IRASelf$50K–$100K▼ $100K–$250K
VSCPXVanguard Small-Cap Index Fund Insti PlusFundEnterprise Holdings 401k & Profit Sharing Plan - administ...Spouse$50K–$100KSame band
VTVVanguard Value ETFFundFidelity IRASelf$50K–$100K▼ $100K–$250K
Whole Life (65 Life #1-#5)OtherNorthwestern Mutual Insurance Policie(s): (Children):Spouse$50K–$100K▼ $100K–$250K
Whole Life (90 Life - #1)OtherNorthwestern Mutual Insurance PoliciesSpouse$50K–$100K▼ $100K–$250K
Whole Life (90 Life - #2)OtherNorthwestern Mutual Insurance PoliciesSpouse$50K–$100K▼ $100K–$250K
Whole Life (90 Life)OtherNorthwestern Mutual Insurance PoliciesSelf$50K–$100KSame band
Whole Life (Extraordinary Life)OtherNorthwestern Mutual Insurance PoliciesSelf$50K–$100KSame band
Whole Life (Select 100 - #1)OtherNorthwestern Mutual Insurance PoliciesSpouse$50K–$100K▼ $100K–$250K
BGEGXBaillie Gifford Emerging Market Fund- Institutional ClassFundFidelity Roth IRASpouse$15K–$50KNew
BSBIXBaird Short Term Bond Fund Institutional ClassFundFidelity Health Savings AccountSpouse$15K–$50KNew
COLORADO ST BRD CMNTY COLLEGES 3% 11/01/2026 &OCCUPATIONAL ED REV REV REF BDS SER. 2012-ABondFidelity TrustJoint$15K–$50KSame band
FEUPXEuroPacific Growth Fund - Class F-3FundFidelity Health Savings AccountSpouse$15K–$50KNew
FORT WAYNE IND REDEV AUTH LEASE RENT REV 5% 08/01/2026 REV REF BDS HARRISON SQUARE PROJ SER. 2014BondFidelity TrustJoint$15K–$50KSame band
International Equity (MSA/Franklin)OtherNorthwestern Mutual Variable Life Insurance PolicySpouse$15K–$50K▲ $1K–$15K
Large Cap Core (MSA)OtherNorthwestern Mutual Variable Life Insurance PolicySpouse$15K–$50KSame band
National Life insurance of VermontOtherNational Life Insurance of VermontSpouse$15K–$50KSame band
OANEXOakmark International Small Cap Fund Institutional ClassFundFidelity IRASelf$15K–$50KSame band
OANEXOakmark International Small Cap Fund Institutional ClassFundFidelity Roth IRASpouse$15K–$50KSame band
Russell Non-USOtherNorthwestern Mutual Variable Life Insurance PolicySpouse$15K–$50K▲ $1K–$15K
Vanguard Growth PortfolioOtherMissouri MOST 529 PlansJoint$15K–$50KSame band
VVVanguard Large-Cap ETFFundFidelity Health Savings AccountSpouse$15K–$50KNew
VMGMXVanguard Mid-Cap Growth Index Fd AdmiralFundFidelity Roth IRASpouse$15K–$50KNew
VBRVanguard Small-Cap Value ETFFundFidelity TrustJoint$15K–$50KSame band
VTVVanguard Value ETFFundFidelity Inherited IRASelf$15K–$50K▼ $100K–$250K
VTVVanguard Value ETFFundFidelity Roth IRASpouse$15K–$50KSame band
VCMIXVersus Capital Real Estate Fund LLCFundFidelity IRASelf$15K–$50KSame band
WCMIXWCM Focused International Growth Fund Insti ClFundFidelity Inherited IRASelf$15K–$50K▲ $1K–$15K
WCMIXWCM Focused International Growth Fund Insti ClFundFidelity Roth IRASpouse$15K–$50KSame band
ICSCXWilliam Blair Small Cap Value Fund Class IFundFidelity Roth IRASpouse$15K–$50KSame band
BGEGXBaillie Gifford Emerging Market Fund- Institutional ClassFundFidelity Inherited IRASelf$1K–$15KNew
FDRXXFidelity Cash ReservesFundFidelity IRASelf$1K–$15KNew
FDRXXFidelity Cash ReservesFundFidelity Roth IRASpouse$1K–$15KNew
FZDXXFidelity Money Market Fund: Premium ClassFundFidelity Health Savings AccountSpouse$1K–$15K▼ $50K–$100K
FZDXXFidelity Money Market Fund: Premium ClassFundFidelity Health Savings AccountSelf$1K–$15KSame band
Index 400 StockOtherNorthwestern Mutual Variable Life Insurance PolicySpouse$1K–$15KSame band
FLMVXJPMorgan Mid Cap Value Fund Class LFundFidelity Roth IRASpouse$1K–$15KSame band
OANEXOakmark International Small Cap Fund Institutional ClassFundFidelity Inherited IRASelf$1K–$15K▼ $15K–$50K
Russell Core BondOtherNorthwestern Mutual Variable Life Insurance PolicySpouse$1K–$15KSame band
Russell Global Real EstateOtherNorthwestern Mutual Variable Life Insurance PolicySpouse$1K–$15KSame band
Select Bond (MSA)OtherNorthwestern Mutual Variable Life Insurance PolicySpouse$1K–$15KSame band
Small Cap Growth Stock (MSA)OtherNorthwestern Mutual Variable Life Insurance PolicySpouse$1K–$15KSame band
VOVanguard Mid-Cap ETFFundFidelity Health Savings AccountSpouse$1K–$15KNew
VBVanguard Small-Cap ETFFundFidelity Health Savings AccountSpouse$1K–$15KNew
VBKVanguard Small-Cap Growth ETFFundFidelity Roth IRASpouse$1K–$15KSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

AAIEX American Beacon Intl Equity Fund Inst Class $250K–$500K
CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/1... $250K–$500K
HLMEX Harding Loevner Institutional Emerging Market... $250K–$500K
PUTNAM CNTY TENN GO SCH REF BDS SER. 5% 04/01... $250K–$500K
CARMEL IND 2002 SCH BLDG CORP FIRST MTG 5% 01... $100K–$250K
RERGX EuroPacific Growth Fund Cl R-6 $100K–$250K
IYMIX Macquarie Mid Cap Growth Fund Institutional $100K–$250K
TQAIX T. Rowe Price Integrated U.S. Small-Cap Growt... $100K–$250K
TEXAS ST UNIV SYS FING REV REV AND REF 5% 03/... $100K–$250K
VMCPX Vanguard Mid-Cap Index Fund Insti Plus $100K–$250K
STSIX American Beacon Stephens Small Cap Growth Fd ... $50K–$100K
ROCKETT TEX SPL UTIL DIST WTR SYS REV REV 3% ... $50K–$100K
TRLGX T. Rowe Price Large-Cap Growth Fund Class I $50K–$100K
VUG Vanguard Growth ETF $50K–$100K
HLMEX Harding Loevner Institutional Emerging Market... $15K–$50K
FLMVX JPMorgan Mid Cap Value Fund Class L $15K–$50K
LA PORTE IND MULTI SCH BLDG CORP AD 3% 07/15/... $15K–$50K
MARION IOWA GO CORP PURP BDS SER. 2017A 2% 06... $15K–$50K
IYMIX Macquarie Mid Cap Growth Fund Institutional $15K–$50K
HLMEX Harding Loevner Institutional Emerging Market... $1K–$15K
Cash Reserves $0–$1K

Source filings

Every report we read for this page · newest first

Jul 2, 2026 Periodic transaction report 2 trades View original
May 13, 2026 2025 annual report 122 assets View original
May 4, 2026 Periodic transaction report 3 trades View original
Jan 2, 2026 Periodic transaction report 4 trades View original
Nov 4, 2025 Periodic transaction report 1 trade View original
May 14, 2025 2024 annual report 123 assets View original
Apr 16, 2025 Periodic transaction report Paper filing View original
Feb 14, 2025 Periodic transaction report Paper filing View original
Feb 14, 2025 Periodic transaction report Paper filing View original
Jan 10, 2025 Periodic transaction report Paper filing View original
May 14, 2024 2023 annual report 141 assets View original
Dec 11, 2023 Periodic transaction report Paper filing View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.