
Congressional disclosures
Tim Walberg
Republican · House · Michigan · District 5 · serving since 2007 · last filed 3 months ago
Recent disclosures
16 of 16 on record · Feb 7, 2025 to Jun 1, 2026| Asset | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| FSSLFS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL Joint | Fund | Sale | $15,001 - $50,000 | -1.0%S&P +0.5% · vs S&P 500 -1.5% | Jun 1, 2026 | Jun 3, 2026 | 2d |
| UAJointFiled lateConsumer Cyclical | Stock | Sale | $1,001 - $15,000 | -29.8%S&P +10.1% · vs S&P 500 -39.9% | Feb 10, 2026 | Jun 3, 2026 | 113d |
| WFCJointFiled lateFinancial Services | Stock | Purchase | $15,001 - $50,000 | +11.2%S&P +26.9% · vs S&P 500 -15.8% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| CVXJointFiled lateEnergy | Stock | Purchase | $15,001 - $50,000 | +40.1%S&P +26.9% · vs S&P 500 +13.2% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| FSSLFS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL JointFiled late | Fund | Purchase | $1,001 - $15,000 | n/a | Feb 7, 2025 | Jun 3, 2026 | 481d |
| LMTJointFiled lateIndustrials | Stock | Purchase | $1,001 - $15,000 | +18.0%S&P +26.9% · vs S&P 500 -8.9% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| ETNJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +32.6%S&P +26.9% · vs S&P 500 +5.7% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| CATJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +124.1%S&P +26.9% · vs S&P 500 +97.2% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| BAJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +13.7%S&P +26.9% · vs S&P 500 -13.2% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| AAPLJointFiled lateTechnology | Stock | Purchase | $15,001 - $50,000 | +38.5%S&P +26.9% · vs S&P 500 +11.6% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| UAJointFiled lateConsumer Cyclical | Stock | Purchase | $1,001 - $15,000 | -28.4%S&P +26.9% · vs S&P 500 -55.3% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| LHXJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +21.5%S&P +26.9% · vs S&P 500 -5.4% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| AMZNJointFiled lateConsumer Cyclical | Stock | Purchase | $1,001 - $15,000 | +10.2%S&P +26.9% · vs S&P 500 -16.8% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| JJointFiled lateIndustrials | Stock | Purchase | $15,001 - $50,000 | +5.8%S&P +26.9% · vs S&P 500 -21.1% | Feb 7, 2025 | Jun 3, 2026 | 481d |
| EXXON MOBIL CORPORATION COMMONJointFiled late | Other | Purchase | $15,001 | n/a | Feb 7, 2025 | Jun 3, 2026 | 481d |
| BACJointFiled lateFinancial Services | Stock | Purchase | $15,001 - $50,000 | +32.2%S&P +26.9% · vs S&P 500 +5.3% | Feb 7, 2025 | Jun 3, 2026 | 481d |
No disclosures of that kind among the 16 rows shown.
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| Holding | Estimated value | Share of portfolio |
|---|---|---|
| CVX | $15,001 - $50,000 | 9.9% |
| CAT | $15,001 - $50,000 | 9.8% |
| ETN | $15,001 - $50,000 | 9.1% |
| AAPL | $15,001 - $50,000 | 8.5% |
| QQQM | $15,001 - $50,000 | 8.4% |
| AMZN | $15,001 - $50,000 | 8.0% |
| SDVY | $15,001 - $50,000 | 7.9% |
| BUFD | $15,001 - $50,000 | 7.7% |
| J | $15,001 - $50,000 | 7.5% |
| WFC | $15,001 - $50,000 | 6.8% |
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- 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.
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 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.
