Senate · Republican · MT · in the Senate since 2025 · Latest annual report · www.sheehy.senate.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Wapiti Way One Qualified Blind Trust | $5M – $25M | Self |
| Note Receivable - DNA Way, LLC | $5M – $25M | Self |
| Note Receivable - Bird Point LLC | $5M – $25M | Self |
| Wapiti Way Two Qualified Blind Trust | $5M – $25M | Self |
| Note Receivable - Element Aviation Services LLC | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Nov 4, 2025 | Not linked to a company Max Ventures New World Opportunities Fund LP - Sana Labs AB Company: Sana Labs AB (Stockholm, Sweden) Description: Education/Training | Sale | $50K – $100K | Self | Filing |
| Nov 3, 2025 | Not linked to a company WCAS XIV Co-Investors LLC - Grant Street Group Company: Grant Street Group (Pittsburgh, PA) Description: Software Company | Buy | $1K – $15K | Self | Filing |
| Jul 8, 2025 | Not linked to a company WCAS XIV Co-Investors LLC - AIA Contract Documents Company: AIA Contract Documents (Washington, DC) Description: Construction Contract Software | Buy | $1K – $15K | Self | Filing |
| Jun 28, 2025 | Not linked to a company Ansett Aerospace Holdings LLC - Regaero Holdings Pty Ltd Company: Regaero Holdings Pty Ltd (Melbourne, Australia) Description: Aviation Training Facilities | Sale | $500K – $1M | Self | Filing |
| Jun 16, 2025 | Not linked to a company WCAS XIV Co-Investors LLC - Constitution Surgery Alliance Company: Constitution Surgery Alliance (Avon, CT) Description: Healthcare Company | Buy | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 30, 2025 | iShares Russell Mid-Cap Growth ETF | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 22, 2025 | iShares Core S&P 500 ETF | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 22, 2025 | iShares Core MSCI EAFE ETF | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 22, 2025 | iShares Russell 1000 Growth ETF | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 22, 2025 | iShares Core MSCI Emerging Markets ETF | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
From Tim Sheehy's filings with the Senate. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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