Tim Walberg Stock Trades

Tim Walberg Congressional Trading Profile | Quantellect Tim Walberg Congressional Trading Profile

Tim Walberg has disclosed sixteen securities transactions since his current House term began, and nearly all of them arrived on investors' desks at once. Fourteen purchases, all dated February 7, 2025, were reported in the same periodic transaction filing as a February 2026 sale and a June 2026 sale, with the entire batch disclosed on June 3, 2026. The purchases sat undisclosed for more than a year before that filing surfaced them. That gap between transaction date and disclosure date is the most notable feature of the record: not the direction of the trades, but how long it took for the public to see them.

Every one of the sixteen transactions carries the attribution code JT, meaning joint. None are coded as Walberg's individually held account, his spouse's separate account, a dependent child's account, or an unattributed transaction. That distinction matters for how the record should be read: these are disclosures tied to a jointly held account rather than a documented record of Walberg personally directing each trade.

A Single Batch Purchase, Then Two Later Sales

The February 7, 2025 purchases span fourteen different securities in one sitting: Apple, Amazon, Boeing, Bank of America, Caterpillar, Chevron, Eaton, FS Specialty Lending Fund, Jacobs Solutions, L3Harris Technologies, Lockheed Martin, Under Armour Class C, Wells Fargo and Exxon Mobil. Most of these purchases fall in the $15,001 to $50,000 disclosed range, with Amazon, FS Specialty Lending Fund, Lockheed Martin and Under Armour Class C reported in the smaller $1,001 to $15,000 band. Taken together, the basket reads as a broad allocation across industrials, energy, financials, technology and consumer names rather than a concentrated bet on any single company or theme, though defense and industrial manufacturers dominate by count.

The sector breakdown across all sixteen disclosed transactions is Industrials with six, Consumer Discretionary with three, Energy with two, Financials with two, Unknown with two, and Information Technology with one. The Industrials cluster draws almost entirely from that single February 2025 basket: Boeing, Caterpillar, Eaton, Jacobs Solutions, L3Harris Technologies and Lockheed Martin, an aerospace-, defense- and machinery-heavy group. Boeing designs and services commercial jetliners and defense and space systems. Lockheed Martin and L3Harris both build products for U.S. and international defense and space programs, spanning aircraft, missile systems and satellites. Caterpillar makes construction and mining equipment, and Eaton and Jacobs Solutions supply power management components and infrastructure engineering services, respectively.

Two names recur in the disclosures. Under Armour Class C shares were purchased on February 7, 2025 in the $1,001 to $15,000 range and later sold on February 10, 2026, also disclosed in the $1,001 to $15,000 range; Under Armour designs and sells performance apparel and footwear. FS Specialty Lending Fund shares were purchased on February 7, 2025 in the $1,001 to $15,000 range and later sold on June 1, 2026 in the larger $15,001 to $50,000 range. FS Specialty Lending Fund is a specialty finance vehicle that invests primarily in buyouts, debt and equity of private U.S. energy and power companies, distinct in structure from the operating companies elsewhere in the record; the packet does not classify it by sector. The other single-instance purchases from the February 2025 batch, including Apple, Amazon, Bank of America, Chevron, Exxon Mobil and Wells Fargo, show no later disclosed sale in this record.

Reading the Filing Pattern

By transaction count, 2025 was entirely a purchasing year for Walberg's disclosed activity, with fourteen purchases and no sales. 2026 has so far produced two transactions, both sales. Because every 2025 transaction was disclosed alongside the 2026 sales in the same June 2026 filing, it is not possible to compare how quickly Walberg's office has disclosed trades over time using only this record; what the data shows is a single filing that bundled fourteen delayed purchase disclosures with two later sale disclosures, including the FS Specialty Lending Fund sale, which was reported just two days after it occurred.

Congressional disclosure rules require members to report covered transactions within a set window after execution, a framework established by the Stop Trading on Congressional Knowledge Act of 2012 and administered under procedures in the House Committee on Ethics' financial disclosure instruction guide. Against that framework, a batch of purchases reported more than a year after they occurred stands out, regardless of the trades' size or direction.

As of the latest published scoring date, August 21, 2026, no score has been calculated for Walberg; the record indicates no score row exists for this subject at that date. Of the 537 sitting members of Congress measured on August 22, 2026, 276 have disclosed zero trades in this period, including 237 of 437 sitting House members. Walberg's sixteen disclosed transactions place him among the smaller group of members with any recorded trading activity at all, though this record does not support a ranking or percentile claim beyond that count.

About This Disclosure Record

This profile is based solely on transactions Tim Walberg was required to publicly disclose under federal law and does not reflect a complete accounting of any account's activity. All transactions listed here carry the joint attribution code, meaning they are associated with a jointly held account rather than confirmed as trades personally directed by Walberg alone. Dollar amounts reflect disclosed ranges, not exact transaction values. This is not investment advice and should not be construed as an evaluation of investment performance. Source filing: official periodic transaction report.