HOUSE · MO-2 · SINCE 2013

Ann Wagner portfolio

Ann Wagner has represented MO's 2nd district in the House since 2013. Committee seats: Permanent Select Committee on Intelligence, Financial Services. Ann Wagner has disclosed 10 trades (5 purchases, 5 sales); the latest was on Jun 22, 2026.

RRepublicanParty

Member of HouseRepresents MO

$1.1MEst. portfolio value

4 months agoLast trade

—1Y return, from filings

1M return—S&P 500 +0.7%

3M return—S&P 500 +3.7%

YTD return—S&P 500 +12.8%

1Y return—S&P 500 +11.9%

3Y return—S&P 500 +85.1%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HousePermanent Select Committee on Intelligence HouseFinancial Services

Est. value $1.1M across 5 bonds, options, funds and private holdings, at reported cost

Other estimated holdings of Ann Wagner
Investment	Type	Est. holding value	Last transaction	Total bought	Trades
—KKR Private Equity Conglomerate LLC Class I	Hedge Fund	$375K	Jun 22, 2026Purchase	$250K–500K1 purchase	1
—Teays Valley OH 5.00% 12/1/2033	Government Security	$175K	Dec 18, 2025Purchase	$100K–250K1 purchase	1
—Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032	Government Security	$175K	Dec 5, 2025Purchase	$100K–250K1 purchase	1
—Floyd County IN 4.00% 12/30/2031	Government Security	$175K	Dec 5, 2025Purchase	$100K–250K1 purchase	1
—Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033	Government Security	$175K	Dec 4, 2025Purchase	$100K–250K1 purchase	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.