Congressional disclosures

Tim Walberg

Republican · House · Michigan · District 5 · serving since 2007 · last filed 3 months ago

16
Transactions disclosed, all time
481d
Median delay from trade to disclosure
past the 45 day limit
14/2
Purchases and sales in the disclosures below
$380K
Disclosed volume, all time (est.)
$680K
A rounded estimate from disclosed ranges, priced to the market. Not a filed figure.

Recent disclosures

16 of 16 on record · Feb 7, 2025 to Jun 1, 2026
AssetTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
FSSLFS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL JointFundSale$15,001 - $50,000-1.0%S&P +0.5% · vs S&P 500 -1.5%Jun 1, 2026Jun 3, 20262d
UAJointFiled lateConsumer CyclicalStockSale$1,001 - $15,000-29.8%S&P +10.1% · vs S&P 500 -39.9%Feb 10, 2026Jun 3, 2026113d
WFCJointFiled lateFinancial ServicesStockPurchase$15,001 - $50,000+11.2%S&P +26.9% · vs S&P 500 -15.8%Feb 7, 2025Jun 3, 2026481d
CVXJointFiled lateEnergyStockPurchase$15,001 - $50,000+40.1%S&P +26.9% · vs S&P 500 +13.2%Feb 7, 2025Jun 3, 2026481d
FSSLFS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL JointFiled lateFundPurchase$1,001 - $15,000n/aFeb 7, 2025Jun 3, 2026481d
LMTJointFiled lateIndustrialsStockPurchase$1,001 - $15,000+18.0%S&P +26.9% · vs S&P 500 -8.9%Feb 7, 2025Jun 3, 2026481d
ETNJointFiled lateIndustrialsStockPurchase$15,001 - $50,000+32.6%S&P +26.9% · vs S&P 500 +5.7%Feb 7, 2025Jun 3, 2026481d
CATJointFiled lateIndustrialsStockPurchase$15,001 - $50,000+124.1%S&P +26.9% · vs S&P 500 +97.2%Feb 7, 2025Jun 3, 2026481d
BAJointFiled lateIndustrialsStockPurchase$15,001 - $50,000+13.7%S&P +26.9% · vs S&P 500 -13.2%Feb 7, 2025Jun 3, 2026481d
AAPLJointFiled lateTechnologyStockPurchase$15,001 - $50,000+38.5%S&P +26.9% · vs S&P 500 +11.6%Feb 7, 2025Jun 3, 2026481d
UAJointFiled lateConsumer CyclicalStockPurchase$1,001 - $15,000-28.4%S&P +26.9% · vs S&P 500 -55.3%Feb 7, 2025Jun 3, 2026481d
LHXJointFiled lateIndustrialsStockPurchase$15,001 - $50,000+21.5%S&P +26.9% · vs S&P 500 -5.4%Feb 7, 2025Jun 3, 2026481d
AMZNJointFiled lateConsumer CyclicalStockPurchase$1,001 - $15,000+10.2%S&P +26.9% · vs S&P 500 -16.8%Feb 7, 2025Jun 3, 2026481d
JJointFiled lateIndustrialsStockPurchase$15,001 - $50,000+5.8%S&P +26.9% · vs S&P 500 -21.1%Feb 7, 2025Jun 3, 2026481d
EXXON MOBIL CORPORATION COMMONJointFiled lateOtherPurchase$15,001n/aFeb 7, 2025Jun 3, 2026481d
BACJointFiled lateFinancial ServicesStockPurchase$15,001 - $50,000+32.2%S&P +26.9% · vs S&P 500 +5.3%Feb 7, 2025Jun 3, 2026481d

Showing the 16 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the member's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.

Estimated portfolio

14 holdings · $250,001 - $500,000 in total · estimate, as of Sep 10, 2026
HoldingEstimated valueShare of portfolio
CVX$15,001 - $50,000
CAT$15,001 - $50,000
ETN$15,001 - $50,000
AAPL$15,001 - $50,000
QQQM$15,001 - $50,000
AMZN$15,001 - $50,000
SDVY$15,001 - $50,000
BUFD$15,001 - $50,000
J$15,001 - $50,000
WFC$15,001 - $50,000

The 10 largest of 14 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.

Year by year

buy volume against sale volume · range midpoints
$0$250K$500K2025 bought $340K2025 sold $020252026 bought $02026 sold $41K2026
  • Bought
  • Sold

Disclosed volume per year the member traded, 2025 to 2026. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000.

Where the disclosed portfolio sits

by weight
  • Industrials40.8%
  • Funds & ETFs16.3%
  • Energy9.9%
  • Financial Services8.8%
  • Technology8.4%
  • Consumer Cyclical8%

The named sectors cover 92% of the disclosed portfolio. The remainder is holdings the filings do not classify, such as funds, notes and cash equivalents.

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Questions

How many stock trades has Tim Walberg disclosed?

Tim Walberg has disclosed 16 transactions under the STOCK Act. This page lists the 16 most recent, covering Feb 7, 2025 to Jun 1, 2026.

How long does Tim Walberg take to report a trade?

Across the disclosures shown here the median gap between the transaction and its publication is 481 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.

Which stocks does Tim Walberg trade most?

In the disclosures shown here the most frequent tickers are FSSL, UA, AAPL, AMZN, BA.

Which accounts do Tim Walberg's disclosures name?

Of the 16 disclosures shown, 16 name a joint account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.

Where does the estimated net worth on this page come from?

It is an estimate produced by a model, not a figure the member disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement of anyone's wealth. The methodology page sets out how it is built and what it leaves out.

How have the stocks moved since Tim Walberg's trades?

Across the 14 priced rows shown, the median stock move from the trade date to the latest close we hold (Sep 10, 2026) is +15.9%. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 2 of the rows shown have no market price.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page.

Data as of Sep 10, 2026.

Most traded tickers

in the disclosures shown

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