House · Republican · OH-2 · in the House since 2013 · Latest annual report · wenstrup.house.gov
From the annual report filed Mar 4, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Florida Property [RP] | $1M – $5M | Self |
| UBS Bank Account [BA] | $250K – $500K | Self |
| SPDR S&P 500 [EF] | $250K – $500K | Self |
| Macquarie Small Cap Core Fund Institutional (DCCIX) [MF] | $100K – $250K | Self |
| Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) [MF] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Sep 9, 2014 | Not linked to a company lenox Wealth Management Inc. (lNXW) | Sale | $15K – $50K | 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, 2024 | The Hartford Strategic Income Fund Cl I (HSNIX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Mar 4, 2025 |
| Dec 23, 2024 | Lazard International Strategic Equity Ptf Insti Shs (LISIX) | Partial sale · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Mar 4, 2025 |
| Dec 23, 2024 | Lazard International Strategic Equity Ptf Insti Shs (LISIX) | Buy · Mutual fund | $15K – $50K | Self | 2025 Annual Report filed Mar 4, 2025 |
| Dec 13, 2024 | MFS Value Fund - Class I (MEIIX) | Partial sale · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Mar 4, 2025 |
| Dec 13, 2024 | Calvert Equity Fund Class I (CEYIX) | Partial sale · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Mar 4, 2025 |
From Brad R. Wenstrup'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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