Ann Wagner Stock Trades

Ann Wagner Trading Activity | Quantellect Ann Wagner

Since 2012, Missouri Republican Ann Wagner has disclosed 121 transactions covering everything from municipal bonds in dozens of small towns to a handful of individual stocks and, in the most recent filings, transactions involving private equity vehicles. The volume varies sharply by year: the record lists 20 transactions dated in 2015, compared with just two dated in 2024. Five transactions dated in the first half of 2026 have been disclosed, including a purchase in a KKR-branded private equity fund reported in the $250,001-to-$500,000 range. The pattern that stands out most, however, is attribution. Of the 121 disclosed transactions, 116 are coded "Joint," meaning they are attributed jointly rather than to Wagner individually. Only two transactions carry a "Self" attribution, one is attributed to a dependent child, and two are of unknown origin. That composition matters for how this record should be read: the overwhelming majority of what appears in Wagner's disclosures reflects jointly attributed transactions rather than trades she alone directed.

The activity splits 84 purchases against 37 sales, with no transactions falling into any other category. Purchases have outpaced sales in most years on record, including 2023 (12 purchases versus 2 sales), 2021 (8 versus 1), and 2019 (8 versus 4). The clearest exception is 2026, where four of the five transactions dated this year are sales rather than purchases.

A Ledger Dominated by Municipal Debt

Sector data in Wagner's disclosures is classified as "Unknown" for 111 of 121 transactions, a reflection of the fact that most of the securities in the record are municipal bonds and bank instruments rather than corporate equities. School district bonds from Wisconsin, Indiana, Texas, Missouri, Ohio, and elsewhere recur throughout the filing history, alongside certificates of deposit from banks such as BMO Harris and Synchrony. Where sector classification does exist, it points to a small cluster of equity transactions: six transactions in Industrials, three in Information Technology, and one in Health Care.

Exchange Income Corporation (ticker EIF) and Sensata Technologies Holding NV (ticker ST) are tied as the most frequently disclosed named securities, with three transactions each. For Exchange Income, the record lists two purchases and one sale, with the latest transaction dated June 1, 2023. Exchange Income is a Winnipeg-based industrial conglomerate that operates aerospace and aviation services, including medevac, charter, and aircraft leasing operations, alongside a manufacturing segment spanning building exteriors, precision parts, and industrial cleaning equipment. Sensata, an Industrials-classified sensor and electrical-equipment manufacturer based in Attleboro, Massachusetts, appears in three purchases dated from 2017 through 2019. A single purchase in Chaince Digital Holdings Inc. (ticker CD) has a transaction date of May 19, 2023; the company, previously known as Mercurity Fintech Holding Inc. before its November 2025 name change, provides financial advisory and IPO-related consulting services across North America and Asia. Separately, sales of Intel, Johnson & Johnson, and Microsoft were each disclosed with a transaction date of June 20, 2016, and a December 2023 filing shows a purchase and sale in "Comite Corp Common Stock" dated November 16, followed by another purchase dated November 30, though no company profile or sector is attached to that security in the record.

Recent Filings Shift Toward Private Funds

The 2025 and 2026 transaction records show a different texture than the bond-heavy years earlier in the record. A December 2025 cluster of purchases covered municipal instruments issued by entities in Ohio, Indiana, and Missouri, including school and county issuers, consistent with the long-running municipal-bond pattern. But the two most recent filings mark a shift: a May 2026 filing disclosed an April 29 partial sale of Partners Group Private Equity Master Fund units in the $250,001-to-$500,000 range, and a July 2026 filing disclosed both a June 22 purchase of KKR Private Equity Conglomerate LLC Class I units in the $250,001-to-$500,000 range and a June 10 sale of additional Partners Group units in the $15,001-to-$50,000 range. All of these were filed under the "Joint" attribution code. The same May 2026 filing also disclosed an April 28 sale of an Ashwaubenon, Wisconsin municipal instrument and an April 10 sale of an Atherton, Michigan community school district bond, indicating the private-fund activity accompanied, rather than replaced, continued municipal bond turnover.

About This Disclosure Record

Members of Congress are required to disclose transactions under the Stop Trading on Congressional Knowledge Act of 2012, following procedures detailed in the House Committee on Ethics financial disclosure instruction guide. Disclosed amounts are reported in ranges rather than exact figures, and transaction dates can precede the disclosure filing date by weeks or months, as several entries in this record show. The dataset’s August 23, 2026 population snapshot records 276 sitting members of Congress with zero disclosed trades. At the latest published score date, August 21, 2026, 76 members had a published trading score, including 73 sitting members; no score row exists for Wagner at that date. Because 116 of Wagner's 121 disclosed transactions are attributed as joint, this record should be read as predominantly reflecting jointly attributed transactions rather than trades made unilaterally by Wagner herself. Source filings are available through the House Clerk's public disclosure archive, including the July 2026 periodic transaction report covering the June 2026 private-fund transactions and the July 2023 periodic transaction report covering the June 1 EIF and May 2023 CD entries.