House · Republican · MO-2 · in the House since 2013 · Latest annual report · wagner.house.gov
From the annual report filed May 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Fidelity Managed Income II III [HE] | $1M – $5M | Spouse |
| Vanguard Value ETF (VTV) [EF] | $1M – $5M | Joint |
| Vanguard Growth ETF (VUG) [EF] | $1M – $5M | Joint |
| Vanguard Mid-Cap Growth ETF (VOT) [EF] | $500K – $1M | Joint |
| Dodge & Cox Stock Fund - Class I (DODGX) [MF] | $500K – $1M | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 22, 2026 | Not linked to a company KKR Private Equity Conglomerate LLC Class I | Buy · Hedge fund | $250K – $500K | Joint | Filing |
| Jun 10, 2026 | Not linked to a company PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | Sale · Hedge fund | $15K – $50K | Joint | Filing |
| Apr 29, 2026 | Not linked to a company PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | Partial sale · Hedge fund | $250K – $500K | Joint | Filing |
| Apr 28, 2026 | Not linked to a company Ashwaubenon WI | Sale · Government bond | $100K – $250K | Joint | Filing |
| Apr 10, 2026 | Not linked to a company ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I | Sale · Government bond | $100K – $250K | Joint | Filing |
| Dec 18, 2025 | Not linked to a company Teays Valley OH 5.00% 12/1/2033 | Buy · Government bond | $100K – $250K | Joint | Filing |
| Dec 5, 2025 | Not linked to a company Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 | Buy · Government bond | $100K – $250K | Joint | Filing |
| Dec 5, 2025 | Not linked to a company Floyd County IN 4.00% 12/30/2031 | Buy · Government bond | $100K – $250K | Joint | Filing |
| Dec 4, 2025 | Not linked to a company Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 | Buy · Government bond | $100K – $250K | Joint | Filing |
| Oct 21, 2025 | Not linked to a company CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED | Sale · Government bond | $250K – $500K | Joint | 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 31, 2025 | Fidelity Managed Income II III | Buy · Other | $1K – $15K | Self | 2025 Annual Report filed May 13, 2026 |
| Dec 30, 2025 | Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | Buy · Mutual fund | $1K – $15K | Joint | 2025 Annual Report filed May 13, 2026 |
| Dec 22, 2025 | Causeway International Value Fund - Institutional Class (CIVIX) | Buy · Mutual fund | $1K – $15K | Joint | 2025 Annual Report filed May 13, 2026 |
| Dec 22, 2025 | Causeway International Value Fund - Institutional Class (CIVIX) | Buy · Mutual fund | $15K – $50K | Joint | 2025 Annual Report filed May 13, 2026 |
| Dec 22, 2025 | Causeway International Value Fund - Institutional Class (CIVIX) | Buy · Mutual fund | $1K – $15K | Joint | 2025 Annual Report filed May 13, 2026 |
From Ann Wagner's filings with the House Clerk. 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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