Michael WaltzFiling

Annual Report | Filed on 13 Aug 2022

This congressional financial disclosure from Michael Waltz (annual report) contains 103 stock trades. It was filed on 13 August 2022. Reported tickers include DFISX, DFSVX, DCMSX, VMLUX, DFLVX, and 23 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Michael Waltz

Filing Type

Annual Report

Filed Date

13 Aug 2022

View Original Filing (PDF)

Transactions

103 transactions


Fidelity Brokerage ⇒ JP M... OIEIX	P	14 Dec 2021	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Akre... AKRIX	P	10 Dec 2021	$1,001 - $15,000	-
Fidelity Brokerage ⇒ SPDR... SPY	S (partial)	12 Oct 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Vang... VMLUX	P	8 Oct 2021	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Vang... VWIUX	S (partial)	8 Oct 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Vari... NICHX	P	8 Oct 2021	$100,001 - $250,000	-
Fidelity Roth IRA ⇒ JP Mo... OIEIX	S	26 Jul 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	2 Jul 2021	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Harb... HASCX	P	1 Jul 2021	$15,001 - $50,000	-
Fidelity IRA ⇒ Akre Focus... AKRIX	P	1 Jul 2021	$50,001 - $100,000	-
Fidelity Brokerage ⇒ JP M... OIEIX	P	1 Jul 2021	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Akre... AKRIX	P	1 Jul 2021	$50,001 - $100,000	-
Bitcoin	P	16 Jun 2021	$15,001 - $50,000	Cryptocurrency
Bitcoin	P	14 Jun 2021	$15,001 - $50,000	Cryptocurrency
Fidelity IRA ⇒ SPDR S&P 5... SPY	S	28 May 2021	$50,001 - $100,000	-
Fidelity SEP IRA ⇒ Akre F... AKRIX	S	27 May 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	12 May 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Vang... VWSUX	S (partial)	13 Apr 2021	$1,000,001 - $5,000,000	-
Fidelity Brokerage ⇒ JP M... OIEIX	P	1 Apr 2021	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Vang... VMLUX	P	26 Feb 2021	$1,001 - $15,000	-
Fidelity Roth IRA ⇒ DFA U... DFSVX	S	26 Feb 2021	$15,001 - $50,000	-
Fidelity Roth IRA ⇒ DFA R... DFREX	S	26 Feb 2021	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	P	26 Feb 2021	$100,001 - $250,000	-
Fidelity Brokerage 2 ⇒ DF... DFREX	S	25 Feb 2021	$1,001 - $15,000	-
Fidelity Brokerage 2 ⇒ DF... DFCEX	S	25 Feb 2021	$1,001 - $15,000	-
Fidelity Brokerage 2 ⇒ DF... DCMSX	S	25 Feb 2021	$1,001 - $15,000	-
Cresset Investment Accoun...	P	24 Feb 2021	$250,001 - $500,000	-
Fidelity SEP IRA ⇒ VANGUA... MGK	S	16 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA IN... DFISX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA U.... DFSVX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA CO... DCMSX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity IRA ⇒ DFA U.S. L... DFLVX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ Schw... SCHV	P	N/A	$1,001 - $15,000	-
Fidelity IRA ⇒ DFA REAL E... DFREX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ iSha... IJH	P	N/A	$1,001 - $15,000	-
Fidelity Brokerage 2 ⇒ DF... DFLVX	S	25 Feb 2021	$1,001 - $15,000	-
Fidelity IRA ⇒ SPDR S&P 5... SPY	P	16 Feb 2021	$50,001 - $100,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	16 Feb 2021	$15,001 - $50,000	-
Fidelity IRA ⇒ DFA COMMOD... DCMSX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	P	12 Feb 2021	$50,001 - $100,000	-
Fidelity IRA ⇒ DFA U.S. S... DFSVX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ Vang... VWLUX	S (partial)	21 Jan 2021	$500,001 - $1,000,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	N/A	$1,001 - $15,000	-
Fidelity IRA ⇒ Variant Al... NICHX	P	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ Vang... VWIUX	P	12 Feb 2021	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Schw... SCHV	P	20 Jan 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Harb... HASCX	P	19 Jan 2021	$100,001 - $250,000	-
Fidelity SEP IRA ⇒ Cliffw... CCLFX	P	N/A	$1,001 - $15,000	-
Cresset Investment Accoun...	P	N/A	$1,001 - $15,000	-
Fidelity IRA ⇒ Variant Al... NICHX	P	N/A	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Vang... VWLUX	P	4 Jan 2021	$500,001 - $1,000,000	-
Fidelity Brokerage ⇒ Vang... VWIUX	P	N/A	$1,001 - $15,000	-
Fidelity SEP IRA ⇒ ProSha... NOBL	P	23 Dec 2021	$100,001 - $250,000	-
Fidelity IRA ⇒ First Trus... EMLP	S	23 Dec 2021	$50,001 - $100,000	-
Fidelity IRA ⇒ ProShares ... NOBL	P	23 Dec 2021	$50,001 - $100,000	-
Fidelity SEP IRA ⇒ First ... EMLP	S	23 Dec 2021	$100,001 - $250,000	-
Fidelity IRA ⇒ Akre Focus... AKRIX	P	10 Dec 2021	$1,001 - $15,000	-
Cresset Investment Accoun... SAMBX	P	8 Oct 2021	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Harb... HASCX	S	8 Oct 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	P	8 Oct 2021	$100,001 - $250,000	-
Fidelity Roth IRA ⇒ ARK I... ARKK	P	27 Jul 2021	$100,001 - $250,000	-
Principal 401k ⇒ Principa...	S	14 Jul 2021	$100,001 - $250,000	-
Fidelity IRA ⇒ Variant Al... NICHX	P	1 Jul 2021	$50,001 - $100,000	-
Fidelity SEP IRA ⇒ First ... EMLP	P	28 May 2021	$100,001 - $250,000	-
Fidelity IRA ⇒ First Trus... EMLP	P	28 May 2021	$50,001 - $100,000	-
Fidelity Brokerage ⇒ SPDR... GLD	P	28 May 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	S (partial)	27 May 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ JP M... OIEIX	P	11 May 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Vang... VMLUX	S	13 Apr 2021	$500,001 - $1,000,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	5 Apr 2021	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Akre... AKRIX	P	1 Apr 2021	$50,001 - $100,000	-
Cresset Investment Accoun...	P	30 Mar 2021	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Main... MMHIX	P	4 Mar 2021	$100,001 - $250,000	-
Fidelity Roth IRA ⇒ VANGU... MGK	S	1 Mar 2021	$15,001 - $50,000	-
Fidelity Roth IRA ⇒ VANGU... VBK	S	1 Mar 2021	$15,001 - $50,000	-
Fidelity Roth IRA ⇒ DFA I... DFISX	S	26 Feb 2021	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Vang... VWSUX	P	26 Feb 2021	$1,001 - $15,000	-
Fidelity Roth IRA ⇒ DFA U... DFLVX	S	26 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage 2 ⇒ DF... DFISX	S	25 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage 2 ⇒ DF... DFALX	S	25 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ VANGUA... VBK	S	16 Feb 2021	$1,001 - $15,000	-
Fidelity IRA ⇒ Cliffwater... CCLFX	P	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ Cliffw... CCLFX	P	12 Feb 2021	$15,001 - $50,000	-
Fidelity IRA ⇒ DFA EMERGI... DFCEX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA U.... DFLVX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ Clif... CCLFX	P	N/A	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Vari... NICHX	P	N/A	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	P	N/A	$1,001 - $15,000	-
Fidelity Roth IRA ⇒ JP Mo... OIEIX	P	26 Feb 2021	$50,001 - $100,000	-
Fidelity IRA ⇒ VANGUARD S... VBK	S	16 Feb 2021	$1,001 - $15,000	-
Fidelity IRA ⇒ DFA LARGE ... DFALX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity Brokerage ⇒ Main... MMHIX	P	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA EM... DFCEX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ Akre F... AKRIX	P	12 Feb 2021	$50,001 - $100,000	-
Fidelity SEP IRA ⇒ Varian... NICHX	P	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA LA... DFALX	S	12 Feb 2021	$15,001 - $50,000	-
Fidelity SEP IRA ⇒ DFA RE... DFREX	S	12 Feb 2021	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Vang... VMLUX	P	21 Jan 2021	$500,001 - $1,000,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	20 Jan 2021	$250,001 - $500,000	-
Fidelity IRA ⇒ Cliffwater... CCLFX	P	N/A	$1,001 - $15,000	-
Fidelity Brokerage ⇒ iSha... IJH	P	20 Jan 2021	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Vang... VWSUX	P	4 Jan 2021	$1,000,001 - $5,000,000	-
Hamlin Income Fund, LP (E...	P	1 Jan 2021	$250,001 - $500,000	-