Follow-The-Filings

Michael Waltz

R-FL-6 Former representative · Florida Republican In Congress since 2019

  • 2trades · 3 yrs
  • 0buys
  • 0sells
  • 30dmedian wait
  • 0filed late

Michael Waltz disclosed 2 trades made since Oct 4, 2023: 0 buys and 0 sales. The latest, made Dec 24, 2024, was filed Jan 23, 2025.

Trades over time

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

Buys Sells Dec 24, 2024 · Exchange · BoodleAI · $50K–$100K · disclosed 30d laterDec 24, 2024 · Exchange · BoodleAI · $50K–$100K · disclosed 30d later

Trades

2 trades since Oct 4, 2023 · newest first

  1. BoodleAI
    Private business
    Exchange
    $50K–$100K
    Traded Dec 24, 2024Filed Jan 23, 2025 30d
    ↗
  2. BoodleAI
    Private business
    Exchange
    $50K–$100K
    Traded Dec 24, 2024Filed Jan 23, 2025 30d
    ↗

Reported holdings

2023 annual report · filed Aug 13, 2024 · values at year end, in the ranges disclosed

Original
$5.4M–$11.6M sum of 47 disclosed ranges
  • Fund 28
  • Cash 9
  • Other 4
  • Option 6
  1. RSPInvesco S&P 500 Equal Weight ETFFundSelf$500K–$1M
  2. SPYSPDR S&P 500FundJoint$500K–$1M
  3. QUALiShares MSCI USA Quality Factor ETFFundSelf$500K–$1M
  4. MUBiShares National Muni Bond ETFFundSelf$500K–$1M
  5. MUBiShares National Muni Bond ETFFundSelf$500K–$1M
  6. Cresset-Diversified QOZ Fund II LPFundSelf$250K–$500K
  7. EIFHamlin Income Fund, LPFundSelf$250K–$500K
  8. SPDR S&P 500 ETFFundSelf$250K–$500K
  9. Starwood Real Estate Investment Trust Class IFundSelf$250K–$500K
  10. Vanguard Intermediate Term Tax ExemptFundSelf$250K–$500K
  11. NICHXVariant Alternative Income FundFundSelf$250K–$500K
  12. Cliffwater Corporate Lending FundFundSelf$100K–$250K
  13. Cliffwater Corporate Lending FundFundSelf$100K–$250K
  14. CCLFXCliffwater Corporate Lending Fund Class IFundSelf$100K–$250K
  15. HASCXHarbor Small Cap Value Fund Insti ClFundSelf$100K–$250K
  16. Nuveen All-American Municipal Bond Fund Class IFundSelf$100K–$250K
  17. SCHVSchwab U.S. Large-Cap Value ETFFundJoint$100K–$250K
  18. Schwab US Large Cap ValueFundSelf$100K–$250K
  19. NICHXVariant Alternative Income FundFundSelf$100K–$250K
  20. Versus Capital Multi-Manager Real Estate Income Fund LLCFundSelf$100K–$250K
  21. iShares Russell 1000 Growth ETFFundSelf$100K–$250K
  22. BitcoinOtherSelf$50K–$100K
  23. BoodleAIOtherSelf$50K–$100K
  24. CCLFXCliffwater Corporate Lending FundFundSelf$50K–$100K
  25. SPDR S&P 500 ETF TrustFundSelf$50K–$100K
  26. NICHXVariant Alternative Income FundFundSelf$50K–$100K
  27. Wise Origin Bitcoin Index Fund I, LPFundSelf$50K–$100K
  28. QUALiShares MSCI USA Quality Factor ETFFundSelf$50K–$100K
  29. Fidelity Government Money MarketCashChild$15K–$50K
  30. Fidelity Money Market AccountCashSelf$15K–$50K
  31. HASCXHarbor Small Cap Value Fund Insti ClFundSelf$15K–$50K
  32. Money Market SavingsCashSelf$15K–$50K
  33. VBKVanguard Small-Cap Growth ETFFundSelf$15K–$50K
  34. Fidelity Brokerage Sweep AccountCashSelf$1K–$15K
  35. Fidelity Brokerage Sweep AccountCashSelf$1K–$15K
  36. Fidelity Sweep AccountCashSelf$1K–$15K
  37. Fidelity Sweep AccountCashSelf$1K–$15K
  38. SPYSPDR S&P 500 ETF (SPY), put optionOptionJoint$1K–$15K
  39. SPYSPDR S&P 500 ETF (SPY), put optionOptionJoint$1K–$15K
  40. USAA Savings AccountCashSpouse$1K–$15K

Source filings

Every report we read for this page · newest first

  1. Jan 23, 2025 Periodic transaction report 2 trades View original
  2. Aug 13, 2024 2023 annual report 59 assets 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.