Follow-The-Filings

Tim Walberg

R-MI-5 Representative for Michigan’s 5th district Republican In Congress since 2007

  • 16trades · 3 yrs
  • 14buys
  • 2sells
  • 481dmedian wait
  • 15filed late

Tim Walberg disclosed 16 trades made since Oct 4, 2023: 14 buys and 2 sales. The most traded name was FSSL (2 trades). All of them were a spouse's or joint account's. The latest, made Jun 1, 2026, was filed Jun 3, 2026.

Trades over time

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

Buys Sells Jun 1, 2026 · Sale · FSSL · $15K–$50K · disclosed 2d laterFeb 7, 2025 · Buy · WFC · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · LHX · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · J · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · XOM · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · ETN · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · CVX · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · CAT · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · BA · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · BAC · $15K–$50K · disclosed 481d laterFeb 7, 2025 · Buy · AAPL · $15K–$50K · disclosed 481d laterFeb 10, 2026 · Sale · UA · $1K–$15K · disclosed 113d laterFeb 7, 2025 · Buy · UA · $1K–$15K · disclosed 481d laterFeb 7, 2025 · Buy · LMT · $1K–$15K · disclosed 481d laterFeb 7, 2025 · Buy · FSSL · $1K–$15K · disclosed 481d laterFeb 7, 2025 · Buy · AMZN · $1K–$15K · disclosed 481d later
  • FSSL 2 trades 1 buy · 1 sell
  • UA 2 trades 1 buy · 1 sell
  • AAPL 1 trade 1 buy · 0 sell
  • AMZN 1 trade 1 buy · 0 sell
  • BA 1 trade 1 buy · 0 sell
  • BAC 1 trade 1 buy · 0 sell

Trades

16 trades since Oct 4, 2023 · newest first · 2 in an industry a committee of theirs oversees

  1. FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest
    Joint
    Sell
    $15K–$50K
    Traded Jun 1Filed Jun 3 2d
    ↗
  2. UAUnder Armour, Inc.
    Joint
    Sell
    $1K–$15K
    Traded Feb 10Filed Jun 3 113d
    ↗
  3. WFCWells Fargo & Company
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  4. UAUnder Armour, Inc.
    Joint
    Buy
    $1K–$15K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  5. LMTLockheed Martin Corporation
    Joint
    Buy
    $1K–$15K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  6. LHXL3Harris Technologies, Inc.
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  7. JJacobs Solutions Inc.
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  8. FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest
    Joint
    Buy
    $1K–$15K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  9. XOMExxon Mobil Corporation
    JointCommittee
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  10. ETNEaton Corporation, PLC Ordinary Shares
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  11. CVXChevron Corporation
    JointCommittee
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  12. CATCaterpillar, Inc.
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  13. BABoeing Company
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  14. BACBank of America Corporation
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  15. AAPLApple Inc.
    Joint
    Buy
    $15K–$50K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗
  16. AMZNAmazon.com, Inc.
    Joint
    Buy
    $1K–$15K
    Traded Feb 7, 2025Filed Jun 3 481d
    ↗

Reported holdings

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

Original
$295K–$975K sum of 24 disclosed ranges
  • Stock 12
  • Fund 5
  • Other 7
  1. CREF Growth R1OtherJoint$50K–$100KNew
  2. AMZNAmazon.com, Inc.Joint$15K–$50KNew
  3. AAPLApple Inc.Joint$15K–$50KNew
  4. BABoeing CompanyJoint$15K–$50KNew
  5. CREF Global Equities R1OtherJoint$15K–$50KNew
  6. CREF Total Global Stk R1OtherJoint$15K–$50KNew
  7. CATCaterpillar, Inc.Joint$15K–$50KNew
  8. CVXChevron CorporationJoint$15K–$50KNew
  9. ETNEaton Corporation, PLC Ordinary SharesJoint$15K–$50KNew
  10. BUFDFT Vest Laddered Deep Buffer ETFFundJoint$15K–$50KSame band
  11. FSDAXFidelity Select Defense & AerospaceFundJoint$15K–$50K▲ $1K–$15K
  12. SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFFundJoint$15K–$50KNew
  13. QQQMInvesco NASDAQ 100 ETFFundJoint$15K–$50KNew
  14. JJacobs Solutions Inc.Joint$15K–$50KNew
  15. LHXL3Harris Technologies, Inc.Joint$15K–$50KNew
  16. MFEIXMFS Growth Fund Class IFundJoint$15K–$50KSame band
  17. WFCWells Fargo & CompanyJoint$15K–$50KNew
  18. BACBank of America CorporationJoint$1K–$15KNew
  19. FSSLFS Specialty Lending Fund Common Shares of Beneficial InterestJoint$1K–$15KNew
  20. LMTLockheed Martin CorporationJoint$1K–$15KNew
  21. TIAA Real EstateOtherJoint$1K–$15KNew
  22. TIAA TraditionalOtherJoint$1K–$15KSame band
  23. Legislative Retirement SystemOtherSelfUndeterminedSame band
  24. Savoy Energy, LP mineral rights/royaltiesOtherJointUndeterminedSame band

Not in the 2025 report

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

  • FBKWX Fidelity Advisor Total Bond Fund: Class Z $50K–$100K
  • PLDSX Aristotle Short Duration Income Fund Class I-2 $15K–$50K
  • PLSTX Aristotle Strategic Income Fund Class A $15K–$50K
  • CIM $15K–$50K
  • CREF Growth Account - R1 (QCGRRX) $15K–$50K
  • CREF Stock Account - R1 (QCSTRX) $15K–$50K
  • JHQDX JPMorgan Hedged Equity 2 Fund Class I $15K–$50K
  • JVMIX John Hancock Fds III Disciplined Value Mid Ca... $15K–$50K
  • CREF Global Equities Account - R1 (QCGLRX) $1K–$15K
  • FS Speciality Lending $1K–$15K
  • TIAA Real Estate Account (QREARX) $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Jun 3, 2026 Periodic transaction report 16 trades View original
  2. May 13, 2026 2025 annual report 24 assets View original
  3. Apr 29, 2025 2024 annual report 20 assets View original
  4. May 14, 2024 2023 annual report 21 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.