Ann Wagner (R-MO-2), a current Republican member of the House, has disclosed 105 trades since 2013: 96 purchases worth about $12.06M and 8 sales worth about $1.16M, in 3 stocks. Most traded: INTC, JNJ, MSFT. As a portfolio, their stock holdings and trades returned +188.8% from May 2014, against +297.7% for the S&P 500. Trades took a median 26 days to be disclosed; 8 came late.
Ann Wagner’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +188.8%, against +297.7% for SPY; the largest fall on the way was -43.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ann Wagner | Nov 2025 | +1.4% | +10.1% | -8.7% | – | -17.2% | 0.17 | 0.74 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ann Wagner | Nov 2023 | +37.7% | +72.6% | -35.0% | +11.3% | -28.3% | 0.66 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ann Wagner | Nov 2021 | +7.5% | +61.1% | -53.6% | +1.5% | -33.1% | 0.18 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ann Wagner | Jan 2026 | -2.8% | +10.1% | -12.9% | – | -17.2% | -0.10 | 0.74 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ann Wagner | May 2014 | +188.8% | +297.7% | -108.9% | +8.9% | -43.8% | 0.46 | 1.09 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 20, 2016 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 20, 2016 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 20, 2016 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| KKR Private Equity Conglomerate LLC Class IFund | Joint | Buy | $250K–$500K | Jun 22, 2026 | Jul 2, 2026 | 10d | – | – | |
| PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL IFund | Joint | Sell | $15K–$50K | Jun 10, 2026 | Jul 2, 2026 | 22d | – | – | |
| Ashwaubenon WIBond | Joint | Sell | $100K–$250K | Apr 28, 2026 | May 4, 2026 | 6d | – | – | |
| ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 IBond | Joint | Sell | $100K–$250K | Apr 10, 2026 | May 4, 2026 | 24d | – | – | |
| PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL IFund | Joint | Sell (Partial) | $250K–$500K | Apr 29, 2026 | May 4, 2026 | 5d | – | – | |
| Floyd County IN 4.00% 12/30/2031Bond | Joint | Buy | $100K–$250K | Dec 5, 2025 | Jan 2, 2026 | 28d | – | – | |
| Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032Bond | Joint | Buy | $100K–$250K | Dec 5, 2025 | Jan 2, 2026 | 28d | – | – | |
| Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033Bond | Joint | Buy | $100K–$250K | Dec 4, 2025 | Jan 2, 2026 | 29d | – | – | |
| Teays Valley OH 5.00% 12/1/2033Bond | Joint | Buy | $100K–$250K | Dec 18, 2025 | Jan 2, 2026 | 15d | – | – | |
| CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMEDBond | Joint | Sell | $250K–$500K | Oct 21, 2025 | Nov 4, 2025 | 14d | – | – | |
| Washington Subn San Diet MD 4.00% 12/1/2032Other | Joint | Buy | $100K–$250K | Mar 18, 2025 | Apr 16, 2025 | 29d | – | – | |
| Redwood Area Schs M 5% Go Utx Due 2/1/2030Other | Joint | Buy | $100K–$250K | Dec 5, 2024 | Feb 14, 2025 | 71d late | – | – | |
| Johnson City TN 5% due 6/1/2031Other | Joint | Buy | $100K–$250K | Dec 9, 2024 | Feb 14, 2025 | 67d late | – | – | |
| Dallas TX ISD 5% 2/15/2031Other | Joint | Buy | $100K–$250K | Jan 21, 2025 | Feb 14, 2025 | 24d | – | – | |
| Pecis Barstow Toyah TX 4% 2/15/2030Other | Joint | Buy | $100K–$250K | Jan 21, 2025 | Feb 14, 2025 | 24d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ann Wagner (R-MO-2), a current Republican member of the House, has disclosed 105 trades since 2013: 96 purchases worth about $12.06M and 8 sales worth about $1.16M, in 3 stocks. Most traded: INTC, JNJ, MSFT. As a portfolio, their stock holdings and trades returned +188.8% from May 2014, against +297.7% for the S&P 500. Trades took a median 26 days to be disclosed; 8 came late.
None of the stocks Ann Wagner disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +188.8% from May 2014 to November 2026, against +297.7% for the S&P 500, with a largest fall of -43.8%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 26 days to be disclosed. 8 of 105 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.