Tim Sheehy Stock Trades

Since taking office, Montana Republican Senator Tim Sheehy has disclosed just five transactions, and none of those transaction rows includes a ticker. His official financial disclosure filing identifies three purchases through WCAS XIV Co-Investors LLC, one full sale involving Ansett Aerospace Holdings LLC, and one full sale involving Max Ventures New World Opportunities Fund LP. Each entry also names an underlying business and provides a plain-language description, ranging from a Swedish education and training company to an Australian aviation-training-facilities business. The result is a disclosed transaction record organized around named entities and referenced businesses rather than exchange-traded tickers.

The five transactions span June 16, 2025, through November 4, 2025: three purchases and two full sales. All five carry the attribution code Self; none is coded as spouse, joint, dependent child, or unattributed activity. They also share the same disclosure date, August 13, 2026, which is distinct from each transaction’s listed date. The filing therefore reports activity that occurred during 2025, even though the disclosure itself is dated in 2026. The supplied data does not state why the five transactions appeared together, so the dates and classifications, not an assumed explanation for the timing, define the record.

A Recurring Co-Investment Entity

Three of the five transactions run through the same named entity, WCAS XIV Co-Investors LLC. Each is a purchase in the disclosed range of $1,001 to $15,000 and refers to a different underlying company: Grant Street Group, identified as a software company in Pittsburgh, Pennsylvania, on November 3, 2025; AIA Contract Documents, identified as construction-contract software in Washington, D.C., on July 8, 2025; and Constitution Surgery Alliance, identified as a healthcare company in Avon, Connecticut, on June 16, 2025.

The repeated entity name makes WCAS XIV Co-Investors LLC the common thread across all three purchases, while the filing distinguishes the transactions by date and referenced company. The supplied rows do not specify the terms of the entity, Sheehy’s relationship to it beyond the Self attribution, or whether the purchases were connected through any continuing arrangement. What the disclosure establishes is narrower: three separately dated purchases, each within the same reported amount range, using the same entity name and referring to software, construction-contract software, and healthcare businesses.

The other two entries are classified as Sale (Full) and carry higher disclosed ranges than the three purchases. On June 28, 2025, Sheehy reported a full sale involving Ansett Aerospace Holdings LLC and Regaero Holdings Pty Ltd of Melbourne, Australia, described in the filing as “Aviation Training Facilities.” The disclosed range was $500,001 to $1,000,000. On November 4, 2025, he reported a full sale involving Max Ventures New World Opportunities Fund LP and Sana Labs AB of Stockholm, Sweden, described as “Education/Training.” That transaction’s disclosed range was $50,001 to $100,000. These classifications indicate that both rows were reported as full sales, but the disclosed ranges are not exact proceeds.

None of the five transaction rows carries a ticker, and the underlying data assigns no sector or industry code to any of them. Instead, the entries use an entity name, a referenced company, a location, and a plain-language business description. Those descriptions cover two forms of software, healthcare, aviation-training facilities, and education or training. Because all five sector fields are recorded as unknown, the article does not assign the activity to formal market sectors or treat the business descriptions as standardized classifications.

Context Within the Full Disclosure Population

Sheehy’s disclosed record contains five transactions, all dated in the 2025 calendar year. As measured on August 22, 2026, 39 of the 100 sitting senators had no disclosed trades on record. Across both chambers, 276 of 537 sitting members had no disclosed activity, including 237 House members and those 39 senators. Those figures provide population context for Sheehy’s five recorded transactions without assigning him a rank among members who did report activity.

Sheehy does not carry a Quantellect Score in the supplied data. The latest published scoring date was August 21, 2026, and no score row exists for him on that date. The broader score table contained 76 members, 73 of whom were sitting members; the measured congressional population contained 537 sitting members. The recorded reason for Sheehy’s status is simply that no score row exists for him at the latest published score date. The supplied data does not attribute that absence to the type of securities disclosed or to any other specific cause.

Disclosure and Attribution Notes

• The Stop Trading on Congressional Knowledge Act of 2012 forms part of the federal framework for reporting covered congressional financial transactions. The amounts presented here are disclosed ranges, not exact dollar amounts.
• All five transactions are attributed as Self. The data contains no spouse, joint, dependent-child, or unattributed transactions in this set.
• Senate filing and reporting procedures are addressed by the Senate Select Committee on Ethics financial disclosure guidance.
• This Quantellect profile reflects disclosed transaction data only and does not constitute investment advice or a complete account of the subject’s financial activity.