Tim Sheehy

R-MT Senator for Montana Republican In Congress since 2025

5trades · 3 yrs
3buys
2sells
401dmedian wait
5filed late

Tim Sheehy disclosed 5 trades made since Oct 4, 2023: 3 buys and 2 sales. The latest, made Nov 4, 2025, was filed Aug 13, 2026.

Trades over time

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

Buys Sells

Trades

5 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
Max Ventures New World Opportunities Fund LP - Sana Labs AB Company: Sana Labs AB (Stockholm, Sweden) Description: Education/Training
Private business

Sell

$50K–$100K

Traded Nov 4, 2025Filed Aug 13 282d

↗
WCAS XIV Co-Investors LLC - Grant Street Group Company: Grant Street Group (Pittsburgh, PA) Description: Software Company
Private business

Buy

$1K–$15K

Traded Nov 3, 2025Filed Aug 13 283d

↗
WCAS XIV Co-Investors LLC - AIA Contract Documents Company: AIA Contract Documents (Washington, DC) Description: Construction Contract Software
Private business

Buy

$1K–$15K

Traded Jul 8, 2025Filed Aug 13 401d

↗
Ansett Aerospace Holdings LLC - Regaero Holdings Pty Ltd Company: Regaero Holdings Pty Ltd (Melbourne, Australia) Description: Aviation Training Facilities
Private business

Sell

$500K–$1M

Traded Jun 28, 2025Filed Aug 13 411d

↗
WCAS XIV Co-Investors LLC - Constitution Surgery Alliance Company: Constitution Surgery Alliance (Avon, CT) Description: Healthcare Company
Private business

Buy

$1K–$15K

Traded Jun 16, 2025Filed Aug 13 423d

↗

Reported holdings

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

Original

$59.4M–$267.3M sum of 146 disclosed ranges

Private business 44
Other 4
Fund 52
Real estate 8
Cash 38

AssetOwner Valuevs 2024
Half Hitch Big SkyReal estateHalf Hitch Big Sky, LLCSelf$5M–$25MSame band
Note Receivable - Bird Point LLCPrivate businessTimothy P Sheehy Irrevocable TrustSelf$5M–$25MSame band
Note Receivable - DNA Way, LLCPrivate businessBird Point, LLCSelf$5M–$25MNew
Note Receivable - Element Aviation Services LLCPrivate businessTimothy P Sheehy Irrevocable TrustSelf$5M–$25MSame band
Note Receivable - Element Holdings LLCPrivate businessTimothy P Sheehy Irrevocable TrustSelf$5M–$25MSame band
Wapiti Way One Qualified Blind TrustOtherSelf$5M–$25MNew
Wapiti Way Two Qualified Blind TrustOtherSelf$5M–$25MNew
Airplane HangarReal estateNorth Summit, LLCSelf$1M–$5MNew
Commercial Real EstateReal estateNorth Summit, LLCSelf$1M–$5M▲ $500K–$1M
Morgan Stanley #9.2.3CashNorth Summit, LLCSelf$1M–$5MSame band
Note Receivable - Half Hitch Big Sky LLCPrivate businessTimothy P Sheehy Irrevocable TrustSelf$1M–$5MSame band
Note Receivable - Little Belt Cattle Company LLCPrivate businessTimothy P Sheehy Irrevocable TrustSelf$1M–$5MSame band
Note Receivable - Tim SheehyOtherTimothy P Sheehy Irrevocable TrustSelf$1M–$5MSame band
Note Receivable - Yellowstone Feeders, LLCPrivate businessNorth Summit, LLCSelf$1M–$5MSame band
Residential and Agricultural Real EstateReal estateWapiti Way, LLCSelf$1M–$5MSame band
BNDVanguard Total Bond Market Index Fund - ETF SharesFundTimothy P Sheehy Irrevocable TrustSelf$1M–$5MNew
BNDVanguard Total Bond Market Index Fund - ETF SharesFundRevocable Living TrustSelf$1M–$5MNew
IEFAiShares Core MSCI EAFE ETFFundTimothy P Sheehy Irrevocable TrustSelf$1M–$5MNew
IWFiShares Russell 1000 Growth ETFFundTimothy P Sheehy Irrevocable TrustSelf$1M–$5MNew
IWFiShares Russell 1000 Growth ETFFundRevocable Living TrustSelf$1M–$5MNew
IWDiShares Russell 1000 Value ETFFundTimothy P Sheehy Irrevocable TrustSelf$1M–$5MNew
Little Belt RanchOtherNorth Summit, LLCSelf$500K–$1MSame band
Note Receivable - Little Belt Cattle Company LLCPrivate businessTimothy P Sheehy Irrevocable TrustSelf$500K–$1M▼ $1M–$5M
Note Receivable - Stovall Ranches LLCPrivate businessLittle Belt Feeders, LLCSelf$500K–$1MSame band
IEFAiShares Core MSCI EAFE ETFFundRevocable Living TrustSelf$500K–$1MNew
IEMGiShares Core MSCI Emerging Markets ETFFundTimothy P Sheehy Irrevocable TrustSelf$500K–$1MNew
IVViShares Core S&P 500 ETFFundTimothy P Sheehy Irrevocable TrustSelf$500K–$1MNew
IWDiShares Russell 1000 Value ETFFundRevocable Living TrustSelf$500K–$1MNew
ASHBRIDGE SECONDARIES IIFundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
FS NYDIG SELECT BITCOIN LPFundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Interest in Blackstone Growth L.P.FundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Interest in Flint Hills Founders II, L.P.FundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Interest in Max Ventures Fund II, L.P.FundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Interest in Next Frontier Fund III, L.P.FundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Interest in Supplying Demand Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Investment in Emberline Fire EMC LLCPrivate businessNorth Summit, LLCSelf$250K–$500K▼ $500K–$1M
Morgan Stanley #9.1CashNorth Summit, LLCSelf$250K–$500K▼ $1M–$5M
Multi-Family Residential Rental PropertyReal estateTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Pison Technology, Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$250K–$500KSame band
Residential Rental PropertyPrivate businessCarmen's Farms, LLCJoint$250K–$500KSame band
BSVVanguard Short-Term Bond Index Fund - ETF SharesFundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KNew
IEMGiShares Core MSCI Emerging Markets ETFFundRevocable Living TrustSelf$250K–$500KNew
IVViShares Core S&P 500 ETFFundRevocable Living TrustSelf$250K–$500KNew
IWPiShares Russell Mid-Cap Growth ETFFundTimothy P Sheehy Irrevocable TrustSelf$250K–$500KNew
ARES SPORTS, MEDIA AND ENTERTAINMENT FUNDFundTimothy P Sheehy Irrevocable TrustSelf$100K–$250KSame band
Equine BoardingPrivate businessCarmen's Farms, LLCJoint$100K–$250KSame band
Interest in Next Frontier Fund IV, L.P.FundTimothy P Sheehy Irrevocable TrustSelf$100K–$250K▼ $250K–$500K
Interest in Wealthlete AlphaPrivate businessNorth Summit, LLCSelf$100K–$250KSame band
Merrill Lynch #9.2.1CashNorth Summit, LLCSelf$100K–$250K▼ $250K–$500K
Morgan StanleyCashFour Trees Family TrustSelf$100K–$250K▼ $1M–$5M
Multi-Family Residential Rental PropertyReal estateNorth Summit, LLCSelf$100K–$250K▼ $250K–$500K
Stockman Bank #9.3.2.4.1CashNorth Summit, LLCSelf$100K–$250KSame band
Stockman Bank CD #13.1.3CashAnnabelle Sheehy 2020 TrustChild$100K–$250KSame band
Stockman Bank CD #14.1.3CashEvelyn Sheehy 2020 TrustChild$100K–$250KSame band
Stockman Bank CD #15.1.3CashBruce Sheehy 2020 TrustChild$100K–$250KSame band
Stockman Bank CD #16.1.3CashWalter Sheehy 2020 TrustChild$100K–$250KSame band
VOOVanguard 500 Index Fund - ETF SharesFundMorgan Stanley IRA #18Self$100K–$250KSame band
VIGVanguard Dividend Appreciation Index Fund - ETF SharesFundMorgan Stanley IRA #18Self$100K–$250KSame band
BSVVanguard Short-Term Bond Index Fund - ETF SharesFundRevocable Living TrustSelf$100K–$250KNew
VTIVanguard Total Stock Market Index Fund - ETF SharesFundMorgan Stanley IRA #18Self$100K–$250KSame band
IWPiShares Russell Mid-Cap Growth ETFFundRevocable Living TrustSelf$100K–$250KNew
IWSiShares Russell Mid-Cap Value ETFFundTimothy P Sheehy Irrevocable TrustSelf$100K–$250KNew
6.25% Profit Interest in Element Holdings LLC (underlying assets reported under filer's ownership)Private businessEvelyn Sheehy 2020 TrustChild$50K–$100KSame band
6.25% Profit Interest in Element Holdings LLC (underlying assets reported under filer's ownership)Private businessBruce Sheehy 2020 TrustChild$50K–$100KSame band
6.25% Profit Interest in Element Holdings LLC (underlying assets reported under filer's ownership)Private businessWalter Sheehy 2020 TrustChild$50K–$100KSame band
6.25% Profit Interest in Element Holdings, LLC (Underlying assets reported under filer's ownership)Private businessAnnabelle Sheehy 2020 TrustChild$50K–$100KSame band
Cloverly Inc.Private businessNorth Summit, LLCSelf$50K–$100KSame band
First Security Bank #6.1CashHalf Hitch Big Sky, LLCSelf$50K–$100KSame band
First Security Bank #9.3.2.5.1CashNorth Summit, LLCSelf$50K–$100KSame band
Heartbeat Health Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$50K–$100KSame band
Merrill LynchCashMerrill Lynch #3Joint$50K–$100K▲ $15K–$50K
Merrill Lynch #1.1.7.1CashTimothy P Sheehy Irrevocable TrustSelf$50K–$100K▼ $250K–$500K
Morgan StanleyCashTimothy P Sheehy Irrevocable TrustSelf$50K–$100K▼ $1M–$5M
Morgan StanleyCashTimothy P Sheehy Irrevocable TrustSelf$50K–$100K▼ $1M–$5M
Stockman Bank #2CashSelf$50K–$100K▼ $100K–$250K
VOOVanguard 500 Index Fund - ETF SharesFundMorgan Stanley IRA #19Spouse$50K–$100KSame band
VIGVanguard Dividend Appreciation Index Fund - ETF SharesFundMorgan Stanley IRA #19Spouse$50K–$100KSame band
VTIVanguard Total Stock Market Index Fund - ETF SharesFundMorgan Stanley IRA #19Spouse$50K–$100KSame band
IWSiShares Russell Mid-Cap Value ETFFundRevocable Living TrustSelf$50K–$100KNew
First Security BankCashNorth Summit, LLCSelf$15K–$50K▼ $50K–$100K
First Security Bank #9.3.2.2CashNorth Summit, LLCSelf$15K–$50K▼ $50K–$100K
K Health Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$15K–$50KSame band
Merrill Lynch #9.3.2.3.1CashNorth Summit, LLCSelf$15K–$50K▼ $250K–$500K
Morgan StanleyCashMorgan Stanley #4Self$15K–$50K▼ $1M–$5M
Morgan StanleyCashRevocable Living TrustSelf$15K–$50K▼ $1M–$5M
Stockman Bank #13.1.1CashAnnabelle Sheehy 2020 TrustChild$15K–$50K▲ $1K–$15K
Stockman Bank #14.1.1CashEvelyn Sheehy 2020 TrustChild$15K–$50K▲ $1K–$15K
Stockman Bank #15.1.1CashBruce Sheehy 2020 TrustChild$15K–$50K▲ $1K–$15K
Stockman Bank #16.1.1CashWalter Sheehy 2020 TrustChild$15K–$50K▲ $1K–$15K
Stockman Bank #5.1CashCarmen's Farms, LLCJoint$15K–$50K▲ $1K–$15K
Stockman Bank #7.1CashBird Point, LLCSelf$15K–$50K▼ $100K–$250K
Working InterestReal estateNorth Summit, LLCSelf$15K–$50KSame band
AIA Contract DocumentsPrivate businessNorth Summit, LLCSelf$1K–$15KNew
AssistRXPrivate businessNorth Summit, LLCSelf$1K–$15KSame band
Bozburun, Inc. (dba Toolio)Private businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15K▼ $15K–$50K
Constitution Surgery AlliancePrivate businessNorth Summit, LLCSelf$1K–$15KNew
Equestrian Labs, Inc. (dba Corro)Private businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15KSame band
EquiLendPrivate businessNorth Summit, LLCSelf$1K–$15KSame band
Grant Street GroupPrivate businessNorth Summit, LLCSelf$1K–$15KNew
ImageTrend, Inc.Private businessNorth Summit, LLCSelf$1K–$15KSame band
LINQPrivate businessNorth Summit, LLCSelf$1K–$15KSame band
Liberty Dental Plan CorporationPrivate businessNorth Summit, LLCSelf$1K–$15KSame band
MVRXX MSILF Government PTF INSTFundNorth Summit, LLCSelf$1K–$15KSame band
Merrill LynchCashTimothy P Sheehy Irrevocable TrustSelf$1K–$15K▼ $250K–$500K
Merrill Lynch #9.3.1CashNorth Summit, LLCSelf$1K–$15K▼ $250K–$500K
Merrill Lynch #9.3.2.1CashNorth Summit, LLCSelf$1K–$15K▼ $250K–$500K
Mindspan Group Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15KSame band
Morgan StanleyCashTimothy P Sheehy Irrevocable TrustSelf$1K–$15K▼ $1M–$5M
Morgan StanleyCashMorgan Stanley IRA #18Self$1K–$15K▼ $1M–$5M
Morgan StanleyCashMorgan Stanley IRA #19Spouse$1K–$15KNew
NorstellaPrivate businessNorth Summit, LLCSelf$1K–$15KSame band
Primary Care Parent II, LLCPrivate businessNorth Summit, LLCSelf$1K–$15KSame band
Tertulia, Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15KSame band
Trail Games ABPrivate businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15K▼ $15K–$50K
MUAIXUltra Short Income Portfolio - Class AFundTimothy P Sheehy Irrevocable TrustSelf$1K–$15KNew
ValtruisFundNorth Summit, LLCSelf$1K–$15KNew
Vori Health Inc.Private businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15KSame band
Zandivio Plc.Private businessTimothy P Sheehy Irrevocable TrustSelf$1K–$15K▼ $15K–$50K
Airplane Leasing & Sales BusinessPrivate businessNorth Summit, LLCSelfUnder $1K▼ $1M–$5M
Bird Point (DISPOSED)Real estateBird Point, LLCSelfUnder $1KNew
CSHIXCredit Suisse High Income Fund Common (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $1M–$5M
MVRXXGovernment Portfolio - Institutional Class (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
IEFA - iShares Core MSCI EAFE ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
IEMG - iShares Core MSCI Emerging Markets ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
ACTDXINVESCO HIGH YIELD MUNICIPAL FUND - Class Y (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $100K–$250K
IVV - iShares Core S&P 500 ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
IWD - iShares Russell 1000 Value ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
IWF - iShares Russell 1000 Growth ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
IWP - iShares Russell Mid-Cap Growth ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
IWS - iShares Russell Mid-Cap Value ETF (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
Interest in Regaero Holdings Pty Ltd (DISPOSED)Private businessNorth Summit, LLCSelfUnder $1KNew
RSPInvesco S&P 500 Equal Weight ETF (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $500K–$1M
LBCC Operating CompanyPrivate businessNorth Summit, LLCSelfUnder $1KSame band
Morgan StanleyCashTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $1M–$5M
Morgan StanleyCashTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $1M–$5M
Morgan StanleyCashTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $1M–$5M
Morgan StanleyCashNorth Summit, LLCSelfUnder $1K▼ $1M–$5M
MMHIXNYLI MacKay High Yield Muni Bond Fund - Class I (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $250K–$500K
MTBIXNYLI MacKay Tax Free Bond Fund - Class I (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $500K–$1M
Ownership Interest in North Summit LLC (Underlying assets reported under filer's ownership)Private businessTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $1K–$15K
PNC Bank #9.3.2.8.1 (DISPOSED)CashNorth Summit, LLCSelfUnder $1KNew
Sana Labs ABPrivate businessTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $50K–$100K
MUAIXUltra Short Income Portfolio - Class A (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1KNew
BSVVanguard Short-Term Bond Index Fund - ETF Shares (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
BNDVanguard Total Bond Market Index Fund - ETF Shares (DISPOSED)FundMorgan Stanley #4SelfUnder $1KNew
PIMSXVirtus Newfleet Multi-Sector Short Term Bond Fund - Class I (DISPOSED)FundTimothy P Sheehy Irrevocable TrustSelfUnder $1K▼ $1M–$5M

Not in the 2025 report

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

Bird Point $5M–$25M
BAER Bridger Aerospace Group Holdings Inc $5M–$25M
BAER Bridger Aerospace Group Holdings Inc $1M–$5M
BAER Bridger Aerospace Group Holdings Inc $1M–$5M
ABYIX Abbey Capital Futures Strategy Fund- Class I Sha $500K–$1M
BAER Bridger Aerospace Group Holdings Inc $500K–$1M
Interest in Regaero Holdings Pty Ltd $500K–$1M
AQMIX Aqr Managed Futures Strategy Fund Class I $250K–$500K
Interest in Franklin Ventures Investments, L.... $250K–$500K
LOTIX Locorr Market Trend Fund - Class I $100K–$250K
ASHBRIDGE SECONDARIES II CPV $1K–$15K
Merrill Lynch $1K–$15K
Merrill Lynch Roth IRA $1K–$15K
Restaurant & Catering Business $1K–$15K

Source filings

Every report we read for this page · newest first

Aug 13, 2026 2025 annual report 146 assets View original
Aug 13, 2026 Periodic transaction report 5 trades View original
Aug 10, 2026 2024 annual report · amended 143 assets View original

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