
Ann Wagner
114 disclosed transactions · May 13, 2012 – Jun 22, 2026
$8.9M – $32.1M
Traded, all time
114 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
100%
Household trades
spouse, joint or child
14.9%
Filed late
avg 44 days to disclose
Committees
- Financial Services
- Capital MarketsChairman
- Oversight and Investigations
- House Permanent Select Committee on Intelligence
- National Intelligence Enterprise
- Open Source IntelligenceChairwoman
What they hold
Ann Wagner
Stock portfolio
$8.3M – $23.5M in disclosed securities · R-MO · House · 2025 filing

VTV
VUG
VOTMisc
- VTV20%
- VUG19%
- DODGX4.7%
- VOT4.7%
- DODFX2.8%
- WCMIX2.8%
- BGEGX2.6%
- VV2.6%
- Misc41%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$13.1M – $37.5M
Disclosed assets, 2025
108 holdings · filed May 13, 2026
- Securities80$19.4M 77%
- Private3$3.8M 15%
- Insurance19$1.2M 5%
- Retirement2$408K 2%
- Cash2$250K 1%
- Other2$250K 1%
Band is the reported range; the line is its midpoint.
What they trade
Most traded
Transactions
8 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
— KKR Private Equity Conglomerate LLC Class I | Buyjoint | $250K – $500K | Jun 22, 2026 | Jul 2, 2026 |
— PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | Selljoint | $15K – $50K | Jun 10, 2026 | Jul 2, 2026 |
— PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | Sell (part)joint | $250K – $500K | Apr 29, 2026 | May 4, 2026 |
— Ashwaubenon WI | Selljoint | $100K – $250K | Apr 28, 2026 | May 4, 2026 |
— ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I | Selljoint | $100K – $250K | Apr 10, 2026 | May 4, 2026 |
— Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 | Buyjoint | $100K – $250K | Dec 5, 2025 | Jan 2, 2026 |
— Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 | Buyjoint | $100K – $250K | Dec 4, 2025 | Jan 2, 2026 |
— CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED | Selljoint | $250K – $500K | Oct 21, 2025 | Nov 4, 2025 |