
Congressional disclosures
Tim Walberg
Republican · House · Michigan · District 5 · serving since 2007 · last filed 5 months ago
Latest disclosure: sold shares of a fund (FSSL), $15,001 - $50,000, in a joint account on Jun 1, 2026, filed Jun 3 (2 days).
Recent disclosures
16 of 16 on record · traded Feb 7, 2025 to Jun 1, 2026Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Asset | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| FSSLFS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL INTERESTJoint | Fund | Sale | $15,001 - $50,000 | -1.5%After the saleS&P 500 +0.2% · -1.7 pts vs S&P 500 | Jun 1, 2026 | Jun 3, 2026 | 2d |
| UAJointFiled lateConsumer Cyclical | Stock | Sale | $1,001 - $15,000 | -33.3%After the saleS&P 500 +9.8% · -43.1 pts vs S&P 500 | Feb 10, 2026 | Jun 3, 2026 | 113d |
| BAJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +3.8%S&P 500 +26.5% · -22.7 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| JJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +8.3%S&P 500 +26.5% · -18.2 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| ETNJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +17.0%S&P 500 +26.5% · -9.6 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| UAJointFiled lateConsumer Cyclical | Stock | Purchase | $1,001 - $15,000 | -31.9%S&P 500 +26.5% · -58.4 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| CVXJointFiled lateEnergy | Stock | Purchase | $15,001 - $50,000 | +52.8%S&P 500 +26.5% · +26.3 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| AAPLJointFiled lateTechnology | Stock | Purchase | $15,001 - $50,000 | +52.8%S&P 500 +26.5% · +26.3 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| LHXJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +23.2%S&P 500 +26.5% · -3.3 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| CATJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +88.8%S&P 500 +26.5% · +62.3 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| FS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL INTERESTJointFiled late | Fund | Purchase | $1,001 - $15,000 | n/a | Feb 7, 2025 | Jun 3, 2026 | 481d |
| WFCJointFiled lateFinancial Services | Stock | Purchase | $15,001 - $50,000 | +2.1%S&P 500 +26.5% · -24.4 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| AMZNJointFiled lateConsumer Cyclical | Stock | Purchase | $1,001 - $15,000 | +8.2%S&P 500 +26.5% · -18.3 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| BACJointFiled lateFinancial Services | Stock | Purchase | $15,001 - $50,000 | +6.7%S&P 500 +26.5% · -19.8 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
| EXXON MOBIL CORPORATION COMMONJointFiled late | Other | Purchase | $15,001 and uptop of band not in our data | n/a | Feb 7, 2025 | Jun 3, 2026 | 481d |
| LMTJointFiled lateIndustrials | Stock | Purchase | $1,001 - $15,000 | +36.0%S&P 500 +26.5% · +9.5 pts vs S&P 500 | Feb 7, 2025 | Jun 3, 2026 | 481d |
No disclosures of that kind among the 16 rows shown.
Showing the 16 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Tim Walberg's trades in the browser, every line of every report.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.
Estimated portfolio
14 holdings · $250,001 - $500,000 in total · estimate, as of Oct 25, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| CVX | $15,001 - $50,000 | 11.0% |
| AAPL | $15,001 - $50,000 | 9.4% |
| QQQM | $15,001 - $50,000 | 8.5% |
| CAT | $15,001 - $50,000 | 8.5% |
| ETN | $15,001 - $50,000 | 8.3% |
| AMZN | $15,001 - $50,000 | 8.1% |
| SDVY | $15,001 - $50,000 | 8.0% |
| BUFD | $15,001 - $50,000 | 7.9% |
| J | $15,001 - $50,000 | 7.9% |
| WFC | $15,001 - $50,000 | 6.4% |
The 10 largest of 14 estimated holdings. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.
Year by year
buy volume against sale and exchange volume · range midpoints- Bought
- Sold or exchanged
- 2026Bought $0Sold or exchanged $41K
- 2025Bought $340KSold or exchanged $0
- Bought
- Sold or exchanged
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. The sale side also counts exchanges, including shares received in a spin-off or merger.
Where the disclosed portfolio sits
share of the estimated portfolio- Industrials39.0%
- Funds & ETFs16.5%
- Energy11.0%
- Technology9.4%
- Consumer Cyclical8.1%
- No sector on record7.9%
The named sectors cover 84% of the estimated portfolio, and 7.9% has no sector on record. The rest is other sectors.
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?
In the filings on record the median gap between a trade and its disclosure is 481 days. The STOCK Act allows up to 45.
Which tickers does Tim Walberg trade most?
Among the 16 disclosures shown, the ticker that appears most is UA (2).
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?
A model's estimate, not a figure the member filed. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure 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 (figures as of Oct 26, 2026) is +8.3%. 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 figure in our data.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
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. How these reports work is explained in our guide to STOCK Act reports.
Data as of Oct 26, 2026.
