Skip to content
PalanorPalanor

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.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2025-01-232024-12-2430MemberBoodleAIExchange$50,001 - $100,000Clerk →
2025-01-232024-12-2430MemberBoodleAIExchange$50,001 - $100,000Clerk →
2021-07-142021-06-1628MemberBitcoinPurchase$15,001 - $50,000Clerk →
2021-07-142021-06-1430MemberBitcoinPurchase$15,001 - $50,000Clerk →
2020-12-292020-11-2336MemberMetis Solutions CorporationSale$5,000,001 - $25,000,000Clerk →
2020-12-292020-11-2336MemberMetis Solutions Corporation - OptionsSale$500,001 - $1,000,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2022 report.

49 assets with a value on the amended report filed 2024-08-13, 2 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
BitcoinOtherMember$50,001 - $100,000
BoodleAIOtherMember$50,001 - $100,000
Cresset-Diversified QOZ Fund II LPOtherMember$250,001 - $500,000
Fidelity Brokerage SweepOtherMember$500,001 - $1,000,000
iShares National Muni Bond ETFFundMember$500,001 - $1,000,000
Starwood Real Estate Investment Trust Class IOtherMember$250,001 - $500,000
Virtus Asset Trust - Virtus Seix Floating Rate High Income FundFundMember$250,001 - $500,000
Wise Origin Bitcoin Index Fund I, LPOtherMember$15,001 - $50,000
Cliffwater Corporate Lending FundFundMember$100,001 - $250,000
Fidelity Sweep AccountOtherMember$100,001 - $250,000
iShares Core S&P Mid-Cap ETFFundMember$100,001 - $250,000
iShares Russell 1000 Growth ETFFundMember$100,001 - $250,000
JP Morgan Equity Income Fund Cl AFundMember$250,001 - $500,000
MainStay MacKay High Yield Municipal Bond FundFundMemberNone
Nuveen All-American Municipal Bond Fund Class IFundMemberNone
Nuveen Preferred Securities & Income Fund Class IFundMemberNone
Schwab US Large Cap ValueFundMember$250,001 - $500,000
GLDSPDR Gold SharesFundMember$100,001 - $250,000
SPYSPDR S&P 500 ETFFundMember$500,001 - $1,000,000
SPYSPDR S&P 500 ETF TrustOptionMember$15,001 - $50,000
SPYSPDR S&P 500 ETF TrustOptionMember$15,001 - $50,000
Vanguard Intermediate Term Tax ExemptFundMember$1 - $1,000
Vanguard Limited-Term Tax-Exempt Fund Admiral SharesFundMember$250,001 - $500,000
Vanguard Mega Cap Growth Index FundFundMemberNone
Vanguard Russell 1000 Value Index FundFundMember$15,001 - $50,000
Vanguard Russell 2000 Value Index FundFundMember$15,001 - $50,000
Vanguard Short Term Tax Exempt AdmiralFundMember$500,001 - $1,000,000
Vanguard Small Cap Growth Index FundFundMember$1,001 - $15,000
NICHXVariant Alternative Income FundFundMember$250,001 - $500,000
Versus Capital Multi-Manager Real Estate Income Fund LLCFundMember$250,001 - $500,000
Virtus Asset Trust - Virtus Seix Floating Rate High Income FundFundMemberNone
Fidelity Brokerage Sweep AccountOtherDependent$15,001 - $50,000
Cliffwater Corporate Lending FundFundMember$50,001 - $100,000
Fidelity Sweep AccountOtherMember$1,001 - $15,000
iShares Core S&P Mid-Cap ETFFundMember$50,001 - $100,000
ProShares S&P 500 Dividend Aristocrats ETFFundMember$50,001 - $100,000
NICHXVariant Alternative Income FundFundMember$100,001 - $250,000
Fidelity Brokerage Sweep AccountOtherMember$1,001 - $15,000
SPYSPDR S&P 500 ETF TrustFundMember$50,001 - $100,000
Cliffwater Corporate Lending FundFundMember$50,001 - $100,000
Fidelity Brokerage Sweep AccountOtherMember$1,001 - $15,000
ProShares S&P 500 Dividend Aristocrats ETFFundMember$100,001 - $250,000
NICHXVariant Alternative Income FundFundMember$50,001 - $100,000
Hamlin Income Fund, LPOtherMember$250,001 - $500,000
Money Market SavingsOtherMember$15,001 - $50,000
Amount owed to the filer (debtor not shown)OtherMemberNone
Publishing Agreement with Brave Books, LLCOtherMemberUndetermined
Publishing Agreement with Potomac Books for "Warrior Diplomat: A Green Beret's Battles from WashingtOtherMemberUndetermined
USAA Savings AccountOtherSpouse$1,001 - $15,000

How reports are read: holdings methodology.