Michael WaltzFiling

Annual Report | Filed on 13 Aug 2023

This congressional financial disclosure from Michael Waltz (annual report) contains 40 stock trades. It was filed on 13 August 2023. Reported tickers include SPY, NPSRX, FAARX, SAMBX, MMHIX, and 13 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 2023

View Original Filing (PDF)

Transactions

40 transactions


Cresset Investment Accoun...	P	N/A	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Vang... VWIUX	S (partial)	11 Apr 2023	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Schw... SCHV	P	12 Dec 2022	$1,001 - $15,000	-
Cresset Investment Accoun... MUB	P	5 Dec 2022	$500,001 - $1,000,000	-
Fidelity SEP IRA ⇒ iShare... IJH	P	5 Dec 2022	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	S	2 Dec 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Nuve... FAARX	S	2 Dec 2022	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Vang... VWIUX	S	2 Dec 2022	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Clif... CCLFX	P	2 Dec 2022	$100,001 - $250,000	-
Fidelity IRA ⇒ Akre Focus... AKRIX	S	2 Dec 2022	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Vang... VWSUX	P	2 Dec 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ iSha... IWF	P	18 Nov 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Akre... AKRIX	S	17 Nov 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ SPDR... SPY	S	6 Oct 2022	$1,001 - $15,000	SPDR S&P 500 ETF Trust (SPY), Dec. 15, 2023, $440, Call
Fidelity Brokerage ⇒ SPDR... SPY	S	6 Oct 2022	$1,001 - $15,000	SPDR S&P 500 ETF Trust (SPY), Dec. 15, 2023, $300, Put
Fidelity Brokerage ⇒ SPDR... SPY	P	6 Oct 2022	$15,001 - $50,000	SPDR S&P 500 ETF Trust (SPY), Dec. 15, 2023, $355, Put
Fidelity Brokerage ⇒ Vang... MGK	S	5 Oct 2022	$15,001 - $50,000	-
Fidelity Brokerage ⇒ iSha... IJH	S (partial)	5 Oct 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ JP M... OIEIX	S (partial)	4 Oct 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Akre... AKRIX	S (partial)	4 Oct 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Nuve... FAARX	P	3 Jun 2022	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Virt... SAMBX	S	18 May 2022	$100,001 - $250,000	-
Cresset Investment Accoun... SAMBX	S	18 May 2022	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Clif... CCLFX	S (partial)	17 May 2022	$250,001 - $500,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	28 Apr 2022	$15,001 - $50,000	SPDR S&P 500 ETF Trust (SPY), Jun. 16, 2023, $395, Put
Fidelity Brokerage ⇒ SPDR... SPY	S	28 Apr 2022	$15,001 - $50,000	SPDR S&P 500 ETF Trust (SPY), Jun. 16, 2023, $470, Call
Fidelity Brokerage ⇒ SPDR... SPY	S	28 Apr 2022	$15,001 - $50,000	SPDR S&P 500 ETF Trust (SPY), Jun. 16, 2023, $335, Put
Fidelity Brokerage ⇒ Vers... VCMIX	P	12 Apr 2022	$250,001 - $500,000	-
Fidelity Brokerage ⇒ Vang... VWSUX	S (partial)	11 Apr 2022	$50,001 - $100,000	-
Fidelity Brokerage ⇒ Virt... SAMBX	P	16 Feb 2022	$100,001 - $250,000	-
Cresset Investment Accoun... MMHIX	S	16 Feb 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Nuve... NPSRX	S	16 Feb 2022	$100,001 - $250,000	-
Fidelity Brokerage ⇒ Vang... VWIUX	S (partial)	16 Feb 2022	$100,001 - $250,000	-
Fidelity Roth IRA ⇒ ARK I... ARKK	S	15 Feb 2022	$50,001 - $100,000	-
Fidelity Roth IRA ⇒ SPDR ... SPY	P	15 Feb 2022	$50,001 - $100,000	-
Fidelity SEP IRA ⇒ ProSha... NOBL	P	15 Feb 2022	$1,001 - $15,000	-
Fidelity IRA ⇒ Cliffwater... CCLFX	P	14 Feb 2022	$1,001 - $15,000	-
Fidelity Brokerage ⇒ Vang... VWSUX	S (partial)	2 Feb 2022	$15,001 - $50,000	-
Cresset Investment Accoun...	P	19 Jan 2022	$50,001 - $100,000	-
Fidelity Brokerage ⇒ SPDR... SPY	P	N/A	$1,001 - $15,000	-