Congressional stock trades · Member
Michael Waltz
Former representative · FL-6 · Republican
6 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 5 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-01-23 | 2024-12-24 | 30 | Member | BoodleAI | Exchange | $50,001 - $100,000 | Clerk → |
| 2025-01-23 | 2024-12-24 | 30 | Member | BoodleAI | Exchange | $50,001 - $100,000 | Clerk → |
| 2021-07-14 | 2021-06-16 | 28 | Member | Bitcoin | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-14 | 2021-06-14 | 30 | Member | Bitcoin | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-12-29 | 2020-11-23 | 36 | Member | Metis Solutions Corporation | Sale | $5,000,001 - $25,000,000 | Clerk → |
| 2020-12-29 | 2020-11-23 | 36 | Member | Metis Solutions Corporation - Options | Sale | $500,001 - $1,000,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2020 report.
60 assets with a value on the report filed 2021-08-13. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| BoodleAI | Other | Member | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| Akre Focus Fund | Fund | Member | $100,001 - $250,000 |
| Cliffwater Corporate Lending Fund | Fund | Member | $250,001 - $500,000 |
| Cresset Quality Dividend Fund | Fund | Member | None |
| Fidelity Money Market | Other | Member | $1,000,001 - $5,000,000 |
| Fidelity Sweep Account | Other | Member | $250,001 - $500,000 |
| JP Morgan Equity Income Fund Cl A | Fund | Member | $100,001 - $250,000 |
| Schwab US Large Cap Value | Fund | Member | $100,001 - $250,000 |
| SPYSPDR S&P 500 ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Intermediate Term Tax Exempt | Fund | Member | $250,001 - $500,000 |
| Vanguard Long Term Tax Exempt Admiral | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Short Term Tax Exempt Admiral | Fund | Member | $250,001 - $500,000 |
| Vanguard Short Term Tax Exempt Admiral | Fund | Member | $1,000,001 - $5,000,000 |
| NICHXVariant Alternative Income Fund | Fund | Member | $250,001 - $500,000 |
| Metis Solutions Corporation | Other | Member | None |
| Metis Solutions Corporation - Options | Option | Member | None |
| Money Market Savings | Other | Member | $100,001 - $250,000 |
| Principal LifeTime Hybrid 2045 | Fund | Member | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| Publishing Agreement with Potomac Books for "Warrior Diplomat: A Green Beret's Battles from Washingt | Other | Member | Undetermined |
| DFA COMMODITY PORTFOLIO INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INST CLS N/L | Fund | Member | $1,001 - $15,000 |
| DFA INTERNATIONAL SMALL COMPANY PORT INST CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA LARGE CAP INTERNATIONAL PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA REAL ESTATE SECURITIES PORT INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA U.S. LARGE CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA U.S. SMALL CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| JP Morgan Money Market Sweep Account | Other | Member | $1,001 - $15,000 |
| VANGUARD MEGA CAP GROWTH ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Russell 1000 Value ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Russell 2000 Value ETF | Fund | Member | $15,001 - $50,000 |
| VANGUARD SMALL-CAP GROWTH ETF | Fund | Member | $15,001 - $50,000 |
| DFA COMMODITY PORTFOLIO INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INST CLS N/L | Fund | Member | $1,001 - $15,000 |
| DFA INTERNATIONAL SMALL COMPANY PORT INST CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA LARGE CAP INTERNATIONAL PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA REAL ESTATE SECURITIES PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA U.S. LARGE CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA U.S. SMALL CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| JPMorgan Money Market Sweep Account | Other | Member | $1,001 - $15,000 |
| VANGUARD MEGA CAP GROWTH ETF | Fund | Member | $1,001 - $15,000 |
| VANGUARD SMALL-CAP GROWTH ETF | Fund | Member | $1,001 - $15,000 |
| DFA INTERNATIONAL SMALL COMPANY PORT INST CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA REAL ESTATE SECURITIES PORT INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA U.S. LARGE CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA U.S. SMALL CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| JPMorgan Money Market Sweep Account | Other | Member | $1,001 - $15,000 |
| VANGUARD MEGA CAP GROWTH ETF | Fund | Member | $15,001 - $50,000 |
| VANGUARD SMALL-CAP GROWTH ETF | Fund | Member | $1,001 - $15,000 |
| DFA COMMODITY PORTFOLIO INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INST CLS N/L | Fund | Member | $15,001 - $50,000 |
| DFA INTERNATIONAL SMALL COMPANY PORT INST CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA LARGE CAP INTERNATIONAL PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA REAL ESTATE SECURITIES PORT INSTITUTIONAL CLASS N/L | Fund | Member | $1,001 - $15,000 |
| DFA U.S. LARGE CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| DFA U.S. SMALL CAP VALUE PORT INSTITUTIONAL CLASS N/L | Fund | Member | $15,001 - $50,000 |
| JPMorgan Money Market Sweep Account | Other | Member | $1,001 - $15,000 |
| VANGUARD MEGA CAP GROWTH ETF | Fund | Member | $1,001 - $15,000 |
| VANGUARD SMALL-CAP GROWTH ETF | Fund | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.