[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"current-user-roles":3,"user-subscription":3,"filing:cd6e41485ad2a21a510ba7dfb21623fa3bea2c1f696a968a1f9d27fc3b546db9":4},null,["Reactive",5],{"id":6,"pdfUrl":7,"documentUrl":3,"politicianName":8,"politicianSlug":9,"politicianPhotoUrl":10,"filingDate":11,"filingType":12,"transactions":13,"updatedAt":175},"cd6e41485ad2a21a510ba7dfb21623fa3bea2c1f696a968a1f9d27fc3b546db9","https:\u002F\u002Fdisclosures-clerk.house.gov\u002Fpublic_disc\u002Ffinancial-pdfs\u002F2022\u002F10052089.pdf","Michael Waltz","michael-waltz","https:\u002F\u002Fwww.congress.gov\u002Fimg\u002Fmember\u002Fw000823_200.jpg","2023-08-13","Annual Report",[14,20,27,33,38,43,47,52,55,61,64,70,74,77,82,87,92,95,99,102,107,111,113,115,120,125,128,131,136,141,145,148,151,154,157,159,161,164,166,171],{"asset":15,"ticker":3,"transactionType":16,"transactionDate":17,"notificationDate":3,"amount":18,"filingStatus":3,"details":3,"guid":19},"Cresset Investment Account ⇒ Starwood Real Estate Investment Trust Class I","P","Monthly","$1,001 - $15,000","58500017-93bb-4c76-9633-607338056505",{"asset":21,"ticker":22,"transactionType":23,"transactionDate":24,"notificationDate":3,"amount":18,"filingStatus":3,"details":25,"guid":26},"Fidelity Brokerage ⇒ SPDR S&P 500 (SPY)","SPY","S","2022-10-06","SPDR S&P 500 ETF Trust (SPY), Dec. 15, 2023, $440, Call","8c2bcd10-bab5-40d7-9c61-6bbbae9677cb",{"asset":28,"ticker":29,"transactionType":23,"transactionDate":30,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":32},"Fidelity Brokerage ⇒ Nuveen Preferred Securities & Income Fund Class I (NPSRX)","NPSRX","2022-12-02","$100,001 - $250,000","008de3d0-17b1-4203-8cc7-75a054c4e51d",{"asset":34,"ticker":35,"transactionType":23,"transactionDate":30,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":37},"Fidelity Brokerage ⇒ Nuveen All-American Municipal Bond Fund Class I (FAARX)","FAARX","$250,001 - $500,000","fd38fe30-abe8-4688-9fb1-5b508e51c7a2",{"asset":39,"ticker":40,"transactionType":16,"transactionDate":41,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":42},"Fidelity Brokerage ⇒ Virtus Asset Trust - Virtus Seix Floating Rate High Income Fund (SAMBX)","SAMBX","2022-02-16","d1cab4cd-5087-4f41-8018-09819bcd7fa9",{"asset":44,"ticker":45,"transactionType":23,"transactionDate":41,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":46},"Cresset Investment Account ⇒ MainStay MacKay High Yield Municipal Bond Fund (MMHIX)","MMHIX","bb80f05d-414c-4453-995e-04d95cd59b03",{"asset":21,"ticker":22,"transactionType":16,"transactionDate":48,"notificationDate":3,"amount":49,"filingStatus":3,"details":50,"guid":51},"2022-04-28","$15,001 - $50,000","SPDR S&P 500 ETF Trust (SPY), Jun. 16, 2023, $395, Put","cc65b643-923f-46eb-9a4c-a23b3aaa150e",{"asset":39,"ticker":40,"transactionType":23,"transactionDate":53,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":54},"2022-05-18","96e2eb76-467f-4760-935a-be955b81e835",{"asset":56,"ticker":57,"transactionType":58,"transactionDate":59,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":60},"Fidelity Brokerage ⇒ Cliffwater Corporate Lending Fund (CCLFX)","CCLFX","S (partial)","2022-05-17","88c2eeef-6aef-46be-8c8a-25261f7b6fff",{"asset":21,"ticker":22,"transactionType":23,"transactionDate":48,"notificationDate":3,"amount":49,"filingStatus":3,"details":62,"guid":63},"SPDR S&P 500 ETF Trust (SPY), Jun. 16, 2023, $470, Call","5cd984b1-9e14-4d31-92a0-f7b333775c88",{"asset":65,"ticker":66,"transactionType":16,"transactionDate":67,"notificationDate":3,"amount":68,"filingStatus":3,"details":3,"guid":69},"Cresset Investment Account ⇒ iShares National Muni Bond ETF (MUB)","MUB","2022-12-05","$500,001 - $1,000,000","be2b45e8-e37c-439f-b658-6046bb3126cc",{"asset":71,"ticker":72,"transactionType":23,"transactionDate":30,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":73},"Fidelity Brokerage ⇒ Vanguard Intermediate Term Tax Exempt (VWIUX)","VWIUX","d56147d0-b988-4c46-b24c-12f1b8dcefcd",{"asset":21,"ticker":22,"transactionType":23,"transactionDate":24,"notificationDate":3,"amount":18,"filingStatus":3,"details":75,"guid":76},"SPDR S&P 500 ETF Trust (SPY), Dec. 15, 2023, $300, Put","3a87d104-8717-42e6-a491-0ec3f86e077d",{"asset":78,"ticker":79,"transactionType":23,"transactionDate":80,"notificationDate":3,"amount":49,"filingStatus":3,"details":3,"guid":81},"Fidelity Brokerage ⇒ Vanguard Mega Cap Growth Index Fund (MGK)","MGK","2022-10-05","517676b9-dd9c-4e85-af35-99abb73beb5f",{"asset":83,"ticker":3,"transactionType":16,"transactionDate":84,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":86},"Cresset Investment Account ⇒ Wise Origin Bitcoin Index Fund I, LP","2022-01-19","$50,001 - $100,000","08509b2a-ae9a-4fc1-9ecd-f9a85ea4104e",{"asset":88,"ticker":89,"transactionType":58,"transactionDate":90,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":91},"Fidelity Brokerage ⇒ JP Morgan Equity Income Fund Cl A (OIEIX)","OIEIX","2022-10-04","73e6aed0-a75b-4d42-93e2-3d45ff5713b7",{"asset":21,"ticker":22,"transactionType":23,"transactionDate":48,"notificationDate":3,"amount":49,"filingStatus":3,"details":93,"guid":94},"SPDR S&P 500 ETF Trust (SPY), Jun. 16, 2023, $335, Put","8d5fa39f-15a4-419d-a263-c75f12759f88",{"asset":96,"ticker":22,"transactionType":16,"transactionDate":97,"notificationDate":3,"amount":18,"filingStatus":3,"details":3,"guid":98},"Fidelity Brokerage ⇒ SPDR S&P 500 ETF Trust (SPY)","Quarterly","41d9bdf9-f288-412f-a4bf-a587bdfb794c",{"asset":100,"ticker":40,"transactionType":23,"transactionDate":53,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":101},"Cresset Investment Account ⇒ Virtus Asset Trust - Virtus Seix Floating Rate High Income Fund (SAMBX)","40403d85-5032-4c38-930d-bc18743ce79a",{"asset":103,"ticker":104,"transactionType":58,"transactionDate":105,"notificationDate":3,"amount":49,"filingStatus":3,"details":3,"guid":106},"Fidelity Brokerage ⇒ Vanguard Short Term Tax Exempt Admiral (VWSUX)","VWSUX","2022-02-02","12cceb9e-a011-4a7f-881b-f47bedb4af19",{"asset":108,"ticker":57,"transactionType":16,"transactionDate":109,"notificationDate":3,"amount":18,"filingStatus":3,"details":3,"guid":110},"Fidelity IRA ⇒ Cliffwater Corporate Lending Fund (CCLFX)","2022-02-14","acc072ac-6daa-4d12-af24-b74b0bfe5477",{"asset":28,"ticker":29,"transactionType":23,"transactionDate":41,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":112},"6d1cdcc1-658e-4983-b664-72617b3c59f5",{"asset":56,"ticker":57,"transactionType":16,"transactionDate":30,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":114},"16ee3dcd-d563-4a84-a0dd-977218e85f05",{"asset":116,"ticker":117,"transactionType":16,"transactionDate":118,"notificationDate":3,"amount":18,"filingStatus":3,"details":3,"guid":119},"Fidelity Brokerage ⇒ Schwab U.S. Large-Cap Value ETF (SCHV)","SCHV","2022-12-12","4ac71028-0594-42b4-8414-194fba273763",{"asset":121,"ticker":122,"transactionType":23,"transactionDate":123,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":124},"Fidelity Roth IRA ⇒ ARK Innovation ETF (ARKK)","ARKK","2022-02-15","749042ca-1feb-4b9a-b9e3-3cf6613f7e1d",{"asset":126,"ticker":22,"transactionType":16,"transactionDate":123,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":127},"Fidelity Roth IRA ⇒ SPDR S&P 500 ETF Trust (SPY)","a2344f31-0cc7-4edb-b09a-16cc2b1bf463",{"asset":34,"ticker":35,"transactionType":16,"transactionDate":129,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":130},"2022-06-03","934b3875-f332-4656-88c3-dbc5f90f5de6",{"asset":132,"ticker":133,"transactionType":23,"transactionDate":134,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":135},"Fidelity Brokerage ⇒ Akre Focus Fund (AKRIX)","AKRIX","2022-11-17","b5515b82-12a5-4a54-b788-049ca614d51e",{"asset":137,"ticker":138,"transactionType":16,"transactionDate":139,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":140},"Fidelity Brokerage ⇒ Versus Capital Multi-Manager Real Estate Income Fund LLC (VCMIX)","VCMIX","2022-04-12","ca8b696c-e181-4680-ae31-38c67351b30e",{"asset":142,"ticker":143,"transactionType":58,"transactionDate":80,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":144},"Fidelity Brokerage ⇒ iShares Core S&P Mid-Cap ETF (IJH)","IJH","17f272fe-b03c-461c-9dd9-5e216fb20e14",{"asset":146,"ticker":133,"transactionType":23,"transactionDate":30,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":147},"Fidelity IRA ⇒ Akre Focus Fund (AKRIX)","dd2244c2-e7ee-40a7-9263-625e6b5ea374",{"asset":21,"ticker":22,"transactionType":16,"transactionDate":24,"notificationDate":3,"amount":49,"filingStatus":3,"details":149,"guid":150},"SPDR S&P 500 ETF Trust (SPY), Dec. 15, 2023, $355, Put","f125d135-7290-4324-9998-171efb815d0f",{"asset":152,"ticker":143,"transactionType":16,"transactionDate":67,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":153},"Fidelity SEP IRA ⇒ iShares Core S&P Mid-Cap ETF (IJH)","463b0c19-4fca-4b9b-b740-7da204d840aa",{"asset":71,"ticker":72,"transactionType":58,"transactionDate":155,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":156},"2023-04-11","925760b3-6374-483c-a68c-d2f43c8648b3",{"asset":132,"ticker":133,"transactionType":58,"transactionDate":90,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":158},"a0c71d60-fe21-47b1-b085-beeb6e5fa662",{"asset":71,"ticker":72,"transactionType":58,"transactionDate":41,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":160},"fa41a884-abfb-484a-baf2-a7286252c05c",{"asset":103,"ticker":104,"transactionType":58,"transactionDate":162,"notificationDate":3,"amount":85,"filingStatus":3,"details":3,"guid":163},"2022-04-11","711c10f8-6e8a-468d-811b-bd6e09510f39",{"asset":103,"ticker":104,"transactionType":16,"transactionDate":30,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":165},"c49be5e9-bca6-4cbc-8ac8-48a721b54c32",{"asset":167,"ticker":168,"transactionType":16,"transactionDate":169,"notificationDate":3,"amount":31,"filingStatus":3,"details":3,"guid":170},"Fidelity Brokerage ⇒ iShares Russell 1000 Growth ETF (IWF)","IWF","2022-11-18","a4ea7706-1ddc-46aa-9345-bcb76a15cac3",{"asset":172,"ticker":173,"transactionType":16,"transactionDate":123,"notificationDate":3,"amount":18,"filingStatus":3,"details":3,"guid":174},"Fidelity SEP IRA ⇒ ProShares S&P 500 Dividend Aristocrats ETF (NOBL)","NOBL","85e0f3aa-d1dc-4733-a04f-aa5b08e0689b","2026-10-01T11:38:01.386Z"]