Get the app
Ann Wagner, official portrait

Ann Wagner

Rep. (R-MO-2)

Disclosed trades
3
Purchases
3
Sales
0
Stocks traded
3
Likely still held
3
Latest trade
Jun 1, 2023
Latest filing
Jul 6, 2023

Stocks traded

3 tickers, with the latest disclosed action
3733Z3733ZBoughtMay 18, 2023EVERXEVERXBoughtJun 1, 2023SYFSynchrony FinancialBoughtMar 23, 2023

Likely current holdings

3 positions

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

EVERXFirst bought Jun 1, 20231 filing3733ZFirst bought May 18, 20231 filingSYFFirst bought Mar 23, 20231 filing

Reported holdings

122 assets listed

As reported in their 2025 annual disclosure, filed May 13, 2026.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

VVVanguard Morningstar Large-Cap ETFSpouse · Fidelity Health Savings Account$15,001 - $50,000VOVanguard Morningstar Mid-Cap ETFSpouse · Fidelity Health Savings Account$1,001 - $15,000VBVanguard Morningstar Small-Cap ETFSpouse · Fidelity Health Savings Account$1,001 - $15,000VTVVanguard Morningstar Value ETFFidelity Inherited IRA$15,001 - $50,000VTVVanguard Morningstar Value ETFFidelity IRA$50,001 - $100,000VUGVanguard Morningstar Growth ETFSpouse · Fidelity Roth IRA$50,001 - $100,000VBKVanguard Morningstar Small-Cap Growth ETFSpouse · Fidelity Roth IRA$1,001 - $15,000VTVVanguard Morningstar Value ETFSpouse · Fidelity Roth IRA$15,001 - $50,000SCZiShares MSCI EAFE Small-Cap ETFJoint · Fidelity Trust$250,001 - $500,000VUGVanguard Morningstar Growth ETFJoint · Fidelity Trust$1,000,001 - $5,000,000VVVanguard Morningstar Large-Cap ETFJoint · Fidelity Trust$250,001 - $500,000VOTVanguard Morningstar Mid-Cap Growth ETFJoint · Fidelity Trust$500,001 - $1,000,000VOEVanguard Morningstar Mid-Cap Value ETFJoint · Fidelity Trust$250,001 - $500,000VNQVanguard Real Estate ETFJoint · Fidelity Trust$100,001 - $250,000VBKVanguard Morningstar Small-Cap Growth ETFJoint · Fidelity Trust$250,001 - $500,000VBRVanguard Morningstar Small-Cap Value ETFJoint · Fidelity Trust$15,001 - $50,000VTVVanguard Morningstar Value ETFJoint · Fidelity Trust$1,000,001 - $5,000,000MSAMSA Safety IncorporatedSpouse · Northwestern Mutual Variable Life Insurance Policy$15,001 - $50,000MSAMSA Safety IncorporatedSpouse · Northwestern Mutual Variable Life Insurance Policy$1,001 - $15,000MSAMSA Safety IncorporatedSpouse · Northwestern Mutual Variable Life Insurance Policy$1,001 - $15,000

Other reported assets (102)

  • Bank of America Checking Account ⇒ Bank of America Checking Account (JT)Joint$50,001 - $100,000
  • Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity ⇒ Capital Group EuroPacific Gr Tr CL U2Spouse$250,001 - $500,000
  • Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity ⇒ Fidelity Managed Income II IIISpouse$1,000,001 - $5,000,000
  • Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity ⇒ Vanguard Small-Cap Index Fund Insti Plus (VSCPX)Spouse$50,001 - $100,000
  • Fidelity Health Savings Account ⇒ Baird Short Term Bond Fund Institutional Class (BSBIX)Spouse$15,001 - $50,000
  • Fidelity Health Savings Account ⇒ EuroPacific Growth Fund - Class F-3 (FEUPX)Spouse$15,001 - $50,000
  • Fidelity Health Savings Account ⇒ Fidelity Money Market Fund: Premium Class (FZDXX)Spouse$1,001 - $15,000
  • Fidelity Health Savings Account ⇒ Fidelity Money Market Fund: Premium Class (FZDXX)$1,001 - $15,000
  • Fidelity Inherited IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX)$1,001 - $15,000
  • Fidelity Inherited IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX)$1,001 - $15,000
  • Fidelity Inherited IRA ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX)$50,001 - $100,000
  • Fidelity Inherited IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX)$15,001 - $50,000
Show 90 more
  • Fidelity IRA ⇒ Bow River Capital Evergreen Fund Class I (EVERX)$250,001 - $500,000
  • Fidelity IRA ⇒ Carlyle Tactical Private Credit Fund N (TAKNX)$100,001 - $250,000
  • Fidelity IRA ⇒ Fidelity Cash Reserves (FDRXX)$1,001 - $15,000
  • Fidelity IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX)$15,001 - $50,000
  • Fidelity IRA ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX)$100,001 - $250,000
  • Fidelity IRA ⇒ Versus Capital Real Estate Fund LLC (VCMIX)$15,001 - $50,000
  • Fidelity Roth IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX)Spouse$15,001 - $50,000
  • Fidelity Roth IRA ⇒ Dodge & Cox International Stock Fund - Class I (DODFX)Spouse$50,001 - $100,000
  • Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX)Spouse$1,001 - $15,000
  • Fidelity Roth IRA ⇒ JPMorgan Mid Cap Value Fund Class L (FLMVX)Spouse$1,001 - $15,000
  • Fidelity Roth IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX)Spouse$15,001 - $50,000
  • Fidelity Roth IRA ⇒ Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX)Spouse$15,001 - $50,000
  • Fidelity Roth IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX)Spouse$15,001 - $50,000
  • Fidelity Roth IRA ⇒ William Blair Small Cap Value Fund Class I (ICSCX)Spouse$15,001 - $50,000
  • Fidelity Trust ⇒ American Beacon Intl Equity Fund Inst Class (AAIEX)JointNone
  • Fidelity Trust ⇒ American Beacon Stephens Small Cap Growth Fd Inst Cl (STSIX)JointNone
  • Fidelity Trust ⇒ American Expr Natl Bank CDJoint$250,001 - $500,000
  • Fidelity Trust ⇒ Ashwaubenon WIJoint$100,001 - $250,000
  • Fidelity Trust ⇒ ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 IJoint$100,001 - $250,000
  • Fidelity Trust ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ Baldwin Land CompanyJoint$100,001 - $250,000
  • Fidelity Trust ⇒ BMO Harris Bank CD FDIC INSJoint$100,001 - $250,000
  • Fidelity Trust ⇒ CARMEL IND 2002 SCH BLDG CORP FIRST MTG 5% 01/15/2025 BDS SER. 2020JointNone
  • Fidelity Trust ⇒ Cash ReservesJoint$100,001 - $250,000
  • Fidelity Trust ⇒ Causeway International Value Fund - Institutional Class (CIVIX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMEDJointNone
  • Fidelity Trust ⇒ Cohen & Steers International Realty Fund Class I (IRFIX)Joint$50,001 - $100,000
  • Fidelity Trust ⇒ COLORADO ST BRD CMNTY COLLEGES 3% 11/01/2026 &OCCUPATIONAL ED REV REV REF BDS SER. 2012-AJoint$15,001 - $50,000
  • Fidelity Trust ⇒ Connecticut St 3.31%Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Dallas TX ISD 5.00% 2/15/2031Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Dodge & Cox International Stock Fund - Class I (DODFX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ Dodge & Cox Stock Fund - Class I (DODGX)Joint$500,001 - $1,000,000
  • Fidelity Trust ⇒ DORT FINL CREDIT 4.4%Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Fidelity Money Market Fund: Premium Class (FZDXX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ Floyd County IN 4.00% 12/30/2031Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Fort Dodge IA GO Corp Purp BdsJoint$100,001 - $250,000
  • Fidelity Trust ⇒ FORT WAYNE IND REDEV AUTH LEASE RENT REV 5% 08/01/2026 REV REF BDS HARRISON SQUARE PROJ SER. 2014Joint$15,001 - $50,000
  • Fidelity Trust ⇒ Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Goldman Sachs Emerging Mkts Equity Insight Fd Inst (GERIX)Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Harding Loevner Institutional Emerging Markets Portfolio Institutional Class (HLMEX)JointNone
  • Fidelity Trust ⇒ Johnson City TN 5.00% 6/1/2031Joint$100,001 - $250,000
  • Fidelity Trust ⇒ JPMorgan Mid Cap Value Fund Class L (FLMVX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ LA PORTE IND MULTI SCH BLDG CORP AD 3% 07/15/2025 VALOREM PPTY TAX FIRST MTG BDS SER. 2017 AJointNone
  • Fidelity Trust ⇒ Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Macquarie Mid Cap Growth Fund Institutional (IYMIX)JointNone
  • Fidelity Trust ⇒ MARION IOWA GO CORP PURP BDS SER. 2017A 2% 06/01/2025JointNone
  • Fidelity Trust ⇒ New York NY 1.216%Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX)Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Orlando FL UtilsJoint$100,001 - $250,000
  • Fidelity Trust ⇒ PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL IJoint$250,001 - $500,000
  • Fidelity Trust ⇒ Pecos Barstow Toyah TX Indpt 4% 02/15/30Joint$100,001 - $250,000
  • Fidelity Trust ⇒ PUTNAM CNTY TENN GO SCH REF BDS SER. 5% 04/01/2025 2017JointNone
  • Fidelity Trust ⇒ Putnam County Fla Sch DistJoint$100,001 - $250,000
  • Fidelity Trust ⇒ Redwood Area Schs M 5%30 Go Utx Due 2/1/2030Joint$100,001 - $250,000
  • Fidelity Trust ⇒ ROCKETT TEX SPL UTIL DIST WTR SYS REV REV 3% 07/10/2025 REF BDS SER. 2017JointNone
  • Fidelity Trust ⇒ SOUTH MADISON IND CMNTY SCH CORP GO 4% 07/15/2029 BDS SER. 2023Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Stone Ridge Reinsurance Risk Premium Interval Fund (SRRIX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ Synchrony Bank 4.9%Joint$100,001 - $250,000
  • Fidelity Trust ⇒ T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I (TQAIX)JointNone
  • Fidelity Trust ⇒ T. Rowe Price Large-Cap Growth Fund Class I (TRLGX)JointNone
  • Fidelity Trust ⇒ Teays Valley OH 5.00% 12/1/2033Joint$100,001 - $250,000
  • Fidelity Trust ⇒ TEXAS ST UNIV SYS FING REV REV AND REF 5% 03/15/2025 BDS SER. 2017 AJointNone
  • Fidelity Trust ⇒ UNIV WA 2.211% 27 PUB EDUCJoint$100,001 - $250,000
  • Fidelity Trust ⇒ Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX)Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)Joint$100,001 - $250,000
  • Fidelity Trust ⇒ Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares (VCMIX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ Washington Subn San Dist MD 4.00% 12/1/2032Joint$100,001 - $250,000
  • Fidelity Trust ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ William Blair Small Cap Value Fund Class I (ICSCX)Joint$250,001 - $500,000
  • Fidelity Trust ⇒ Wm. Blair Funds International Growth Fund Cl I (BIGIX)Joint$250,001 - $500,000
  • Missouri MOST 529 Plans ⇒ Vanguard Growth PortfolioJoint$15,001 - $50,000
  • Missouri MOST 529 Plans ⇒ Vanguard Moderate Growth PortfolioJoint$250,001 - $500,000
  • National Life Insurance of Vermont ⇒ National Life insurance of VermontSpouse$15,001 - $50,000
  • Northwestern Mutual Insurance Policie(s): (Children): ⇒ Whole Life (65 Life #1-#5)Spouse$50,001 - $100,000
  • Northwestern Mutual Insurance Policies ⇒ 65 LifeSpouseNone
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (90 Life - #1)Spouse$50,001 - $100,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (90 Life - #2)Spouse$50,001 - $100,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (90 Life - #3)Spouse$100,001 - $250,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (90 Life)$50,001 - $100,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (Extraordinary Life)$50,001 - $100,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (Select 100 - #1)Spouse$50,001 - $100,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (Select 100 - #2)Spouse$100,001 - $250,000
  • Northwestern Mutual Insurance Policies ⇒ Whole Life (Select 100 - #3)Spouse$100,001 - $250,000
  • Northwestern Mutual Variable Life Insurance Policy ⇒ Index 400 StockSpouse$1,001 - $15,000
  • Northwestern Mutual Variable Life Insurance Policy ⇒ International Equity (MSA/Franklin)Spouse$15,001 - $50,000
  • Northwestern Mutual Variable Life Insurance Policy ⇒ Russell Core BondSpouse$1,001 - $15,000
  • Northwestern Mutual Variable Life Insurance Policy ⇒ Russell Global Real EstateSpouse$1,001 - $15,000
  • Northwestern Mutual Variable Life Insurance Policy ⇒ Russell Multi-Style EquitySpouse$50,001 - $100,000
  • Northwestern Mutual Variable Life Insurance Policy ⇒ Russell Non-USSpouse$15,001 - $50,000
  • Rental Timeshare ⇒ Rental Timeshare - Breckenridge, COJoint$50,001 - $100,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jun 1, 2023EVERXEVERXPurchase$100,001 - $250,000Jul 6, 202335 days
May 18, 20233733Z3733ZPurchase$250,001 - $500,000Jul 6, 202349 days
Mar 23, 2023Synchrony FinancialSYFPurchase$100,001 - $250,000Apr 21, 202329 days

Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.