Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| OTHER | Buy | KKR Private Equity Conglomer | Jun 22, 2026 |
| OTHER | Sell | PARTNERS GROUP PRIVATE EQUIT | Jun 10, 2026 |
| MUNI | Sell | DIST GO UNLTD 4% TAX BLDG AN | May 1, 2026 |
| OTHER | Sell | PARTNERS GROUP PRIVATE EQUIT | Apr 29, 2026 |
| OTHER | Sell | Ashwaubenon WI [Fidelity Tru | Apr 28, 2026 |
| OTHER | Sell | ATHERTON MICH CMNTY SCH | Apr 10, 2026 |
| BOND | Buy | Texas Valley Oil 5.00% 12/1/ | Dec 18, 2025 |
| MUNI | Buy | Floyd County IN 4.00% 12/1/3 | Dec 5, 2025 |
| MUNI | Buy | Logan Rogersville R | Dec 4, 2025 |
| OTHER | Buy | JT | Dec 1, 2025 |
Ann Wagner is a United States Representative from MO affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 179 disclosed stock trades from Ann Wagner, filed under the STOCK Act. The portfolio compounds at 0.7% annualized — 0.1% below the S&P 500 benchmark over the same period, with a 55% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Ann Wagner (R-MO) has disclosed 179 trades under the STOCK Act; portfolio CAGR of 0.7% (-0.1% vs. the S&P 500); top tickers traded: N/A, MUNI, BOND.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, MUNI, BOND. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 0.7% CAGR, -0.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Ann Wagner's disclosed stock portfolio is valued at approximately $7.5M across 8 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Ann Wagner's total net worth, not a complete measure of it.