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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
AW

Ann Wagner

U.S. House·MO·last disclosed 2026-07-02
Disclosed book · year-end value
$23.5M
midpoint est. · $12.2M+ — not market value
71 holdings · $15.5M equity · $7.98M non-equity
Our verdict on their book · $-weighted, equity only
Buy0.3%Hold0.2%Not covered99.5%
Disclosed trades
10
Buys · Sells
5 · 5
Median reporting lag
22d
avg 18d to disclose
Last disclosed
2026-07-02
Trade cadence · buys above, sells below · last 12 mo
Oct
Dec
Apr
Jun

What Ann Wagner owns now

Year-end holdings from their latest annual disclosure · 71 holdings · as of 2024

VT
VTV
$1.08M–$5.20M13%
No call
VU
VUG
$1.05M–$5.10M13%
No call
F
Fidelity Managed Income II IIInon-equity
$1.00M–$5.00M13%
DO
DODGX
$500K–$1.00M3%
No call
VO
VOT
$500K–$1.00M3%
No call
DO
DODFX
$300K–$600K2%
No call
WC
WCMIX
$280K–$600K2%
No call
BG
BGEGX
$266K–$565K2%
No call
▸Show all 71 holdings
VV
VV
$265K–$550K2%
No call
VC
VCMIX
$265K–$550K2%
No call
IC
ICSCX
$265K–$550K2%
No call
FZ
FZDXX
$252K–$530K2%
No call
FL
FLMVX
$251K–$515K2%
No call
VB
VBK
$251K–$515K2%
No call
C
Capital Group EuroPacific Gr Tr CL U2non-equity
$250K–$500K2%
EV
EVERX
$250K–$500K2%
No call
A
American Expr Natl Bank CDnon-equity
$250K–$500K2%
CI
CIVIX
$250K–$500K2%
No call
SC
SCZ
$250K–$500K2%
No call
P
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL Inon-equity
$250K–$500K2%
SR
SRRIX
$250K–$500K2%
No call
VO
VOE
$250K–$500K2%
No call
BI
BIGIX
$250K–$500K2%
No call
VF
VFSUX
$300K+1%
No call
OA
OANEX
$131K–$365K1%
No call
VM
VMGMX
$115K–$300K1%
No call
TA
TAKNX
$100K–$250K1%
No call
A
Ashwaubenon WInon-equity
$100K–$250K1%
0
05/01/2026 TAX BLDG AND SITE BDS SER. 2020 Inon-equity
$100K–$250K1%
B
Baldwin Land Companynon-equity
$100K–$250K1%
B
BMO Harris Bank CD FDIC INSnon-equity
$100K–$250K1%
C
Cash Reservesnon-equity
$100K–$250K1%
2
2/15/2031non-equity
$100K–$250K1%
1
12/30/2031non-equity
$100K–$250K1%
F
Fort Dodge IA GO Corp Purp Bdsnon-equity
$100K–$250K1%
1
1/15/2032non-equity
$100K–$250K1%
GE
GERIX
$100K–$250K1%
No call
6
6/1/2031non-equity
$100K–$250K1%
3
3/1/2033non-equity
$100K–$250K1%
O
Orlando FL Utilsnon-equity
$100K–$250K1%
0
02/15/30non-equity
$100K–$250K1%
P
Putnam County Fla Sch Distnon-equity
$100K–$250K1%
3
30 Go Utx Due 2/1/2030non-equity
$100K–$250K1%
0
07/15/2029 BDS SER. 2023non-equity
$100K–$250K1%
1
12/1/2033non-equity
$100K–$250K1%
2
27 PUB EDUCnon-equity
$100K–$250K1%
VN
VNQ
$100K–$250K1%
No call
VW
VWSUX
$100K–$250K1%
No call
1
12/1/2032non-equity
$100K–$250K1%
IR
IRFIX
$100K+0%
No call
B
Bank of America Checking Account (JT)non-equity
$50.0K–$100K0%
VS
VSCPX
$50.0K–$100K0%
No call
W
Whole Life (90 Life)non-equity
$50.0K–$100K0%
W
Whole Life (Extraordinary Life)non-equity
$50.0K–$100K0%
R
Russell Multi-Style Equitynon-equity
$50.0K–$100K0%
R
Rental Timeshare - Breckenridge, COnon-equity
$50.0K–$100K0%
MS
MSA
$17.0K–$80.0K0%
FV $185.00 · Jun '26Buy
BS
BSBIX
$15.0K–$50.0K0%
No call
FE
FEUPX
$15.0K–$50.0K0%
No call
A
A
$15.0K–$50.0K0%
FV $140.00 · Jun '26Hold
0
08/01/2026 REV REF BDS HARRISON SQUARE PROJ SER. 2014non-equity
$15.0K–$50.0K0%
VB
VBR
$15.0K–$50.0K0%
No call
N
National Life insurance of Vermontnon-equity
$15.0K–$50.0K0%
I
International Equity (MSA/Franklin)non-equity
$15.0K–$50.0K0%
R
Russell Non-USnon-equity
$15.0K–$50.0K0%
FD
FDRXX
$2.00K–$30.0K0%
No call
VO
VO
$1.00K–$15.0K0%
No call
VB
VB
$1.00K–$15.0K0%
No call
I
Index 400 Stocknon-equity
$1.00K–$15.0K0%
R
Russell Core Bondnon-equity
$1.00K–$15.0K0%
R
Russell Global Real Estatenon-equity
$1.00K–$15.0K0%

Reported asset value, disclosed ranges · how we built this

What Ann Wagner did

10 disclosed trades

2026-07-02—JT KKR Private Equity Conglomerate LLC Class IBuy
$250K–$500K
10d lagtraded 2026-06-22PTR ↗
2026-07-02—Fidelity Trust JT PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL ISell
$15.0K–$50.0K
22d lagtraded 2026-06-10PTR ↗
2026-05-04—JT Ashwaubenon WISell
$100K–$250K
6d lagtraded 2026-04-28PTR ↗
2026-05-04—05/01/2026 TAX BLDG AND SITE BDS SER. 2020 ISell
$100K–$250K
24d lagtraded 2026-04-10PTR ↗
2026-05-04—Fidelity Trust JT PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL ISell
$250K–$500K
5d lagtraded 2026-04-29PTR ↗
2026-01-02—3/1/2033Buy
$100K–$250K
29d lagtraded 2025-12-04PTR ↗
2026-01-02—12/1/2033Buy
$100K–$250K
15d lagtraded 2025-12-18PTR ↗
2026-01-02—12/30/2031Buy
$100K–$250K
28d lagtraded 2025-12-05PTR ↗
2026-01-02—1/15/2032Buy
$100K–$250K
28d lagtraded 2025-12-05PTR ↗
2025-11-04—11/15/2046 BDS MT NITTANYMEDSell
$250K–$500K
14d lagtraded 2025-10-21PTR ↗
How we built this

Holdings come from Ann Wagner's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).