https://congress.bpleon.com/ Stock trades disclosed by Ann Wagner, newest filings first, each linked to the official filing. en-us https://congress.bpleon.com/filings/367/trade-86324Thu, 02 Jul 2026 12:00:00 GMTPARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I. Traded Jun 10, 2026, filed Jul 2, 2026 (22 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034915.pdf https://congress.bpleon.com/filings/367/trade-86323Thu, 02 Jul 2026 12:00:00 GMTKKR Private Equity Conglomerate LLC Class I. Traded Jun 22, 2026, filed Jul 2, 2026 (10 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034915.pdf https://congress.bpleon.com/filings/366/trade-87031Mon, 04 May 2026 12:00:00 GMTPARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I. Traded Apr 29, 2026, filed May 4, 2026 (5 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034462.pdf https://congress.bpleon.com/filings/366/trade-87030Mon, 04 May 2026 12:00:00 GMTATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I. Traded Apr 10, 2026, filed May 4, 2026 (24 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034462.pdf https://congress.bpleon.com/filings/366/trade-87029Mon, 04 May 2026 12:00:00 GMTAshwaubenon WI. Traded Apr 28, 2026, filed May 4, 2026 (6 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034462.pdf https://congress.bpleon.com/filings/365/trade-88736Fri, 02 Jan 2026 12:00:00 GMTTeays Valley OH 5.00% 12/1/2033. Traded Dec 18, 2025, filed Jan 2, 2026 (15 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033718.pdf https://congress.bpleon.com/filings/365/trade-88735Fri, 02 Jan 2026 12:00:00 GMTLogan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033. Traded Dec 4, 2025, filed Jan 2, 2026 (29 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033718.pdf https://congress.bpleon.com/filings/365/trade-88734Fri, 02 Jan 2026 12:00:00 GMTFremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032. Traded Dec 5, 2025, filed Jan 2, 2026 (28 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033718.pdf https://congress.bpleon.com/filings/365/trade-88733Fri, 02 Jan 2026 12:00:00 GMTFloyd County IN 4.00% 12/30/2031. Traded Dec 5, 2025, filed Jan 2, 2026 (28 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033718.pdf https://congress.bpleon.com/filings/867/trade-89892Tue, 04 Nov 2025 12:00:00 GMTCENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED. Traded Oct 21, 2025, filed Nov 4, 2025 (14 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033403.pdf https://congress.bpleon.com/filings/866/trade-125685Wed, 16 Apr 2025 12:00:00 GMTWashington Subn San Diet MD 4.00% 12/1/2032. Traded Mar 18, 2025, filed Apr 16, 2025 (29 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/8220836.pdf https://congress.bpleon.com/filings/865/trade-126183Fri, 14 Feb 2025 12:00:00 GMTPecis Barstow Toyah TX 4% 2/15/2030. Traded Jan 21, 2025, filed Feb 14, 2025 (24 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/8220765.pdf https://congress.bpleon.com/filings/865/trade-126182Fri, 14 Feb 2025 12:00:00 GMTDallas TX ISD 5% 2/15/2031. Traded Jan 21, 2025, filed Feb 14, 2025 (24 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/8220765.pdf https://congress.bpleon.com/filings/4079/trade-126181Fri, 14 Feb 2025 12:00:00 GMTJohnson City TN 5% due 6/1/2031. Traded Dec 9, 2024, filed Feb 14, 2025 (67 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220763.pdf https://congress.bpleon.com/filings/4079/trade-126180Fri, 14 Feb 2025 12:00:00 GMTRedwood Area Schs M 5% Go utx Due 2/1/2030. Traded Dec 5, 2024, filed Feb 14, 2025 (71 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220763.pdf https://congress.bpleon.com/filings/4079/trade-126179Fri, 14 Feb 2025 12:00:00 GMTFULL ASSET NAME. Traded —, filed Feb 14, 2025. Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220763.pdf https://congress.bpleon.com/filings/4078/trade-128034Fri, 10 Jan 2025 12:00:00 GMTJohns0n City TN 5% due 6/1/2031. Traded Dec 9, 2024, filed Jan 10, 2025 (32 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220718.pdf https://congress.bpleon.com/filings/4078/trade-128033Fri, 10 Jan 2025 12:00:00 GMTRedwood Area Schs M 5% Go Utx Due 2/1/2030. Traded Dec 5, 2024, filed Jan 10, 2025 (36 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220718.pdf https://congress.bpleon.com/filings/3632/trade-133801Mon, 11 Dec 2023 12:00:00 GMTBCUTHMEADIDON NG CSXTY ECH DORP G0 04:D% THECC.'BD SER. 222a. Traded Nov 30, 2023, filed Dec 11, 2023 (11 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8220074.pdf https://congress.bpleon.com/filings/3632/trade-133800Mon, 11 Dec 2023 12:00:00 GMT. Traded Nov 16, 2023, filed Dec 11, 2023 (25 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8220074.pdf https://congress.bpleon.com/filings/3632/trade-133799Mon, 11 Dec 2023 12:00:00 GMT. Traded Nov 16, 2023, filed Dec 11, 2023 (25 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8220074.pdf https://congress.bpleon.com/filings/3631/trade-135083Fri, 08 Sep 2023 12:00:00 GMTFort Dodge lA GO Corp Purp Bds. Traded Aug 16, 2023, filed Sep 8, 2023 (23 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219959.pdf https://congress.bpleon.com/filings/3631/trade-135082Fri, 08 Sep 2023 12:00:00 GMTPutnam County Fla Sch Dist. Traded Aug 9, 2023, filed Sep 8, 2023 (30 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219959.pdf https://congress.bpleon.com/filings/3630/trade-136357Thu, 06 Jul 2023 12:00:00 GMTr1Orlando FL Utils. Traded Jun 20, 2023, filed Jul 6, 2023 (16 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219814.pdf https://congress.bpleon.com/filings/3630/trade-136356Thu, 06 Jul 2023 12:00:00 GMTBow River Capital Evergreen Fund - ElF. Traded Jun 1, 2023, filed Jul 6, 2023 (35 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219814.pdf https://congress.bpleon.com/filings/3630/trade-136355Thu, 06 Jul 2023 12:00:00 GMTBMO Harris Bank CD FDIC INS. Traded May 18, 2023, filed Jul 6, 2023 (49 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219814.pdf https://congress.bpleon.com/filings/3630/trade-136354Thu, 06 Jul 2023 12:00:00 GMTAmerican Expr Nat Bank CD. Traded May 18, 2023, filed Jul 6, 2023 (49 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219814.pdf https://congress.bpleon.com/filings/3629/trade-136835Fri, 21 Apr 2023 12:00:00 GMTJT|Synchrony Bank 4.9%. Traded Mar 23, 2023, filed Apr 21, 2023 (29 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219470.pdf https://congress.bpleon.com/filings/3628/trade-138090Wed, 15 Mar 2023 12:00:00 GMTJTI UNIV WA 2.211% 27 PUB EDUC. Traded Feb 23, 2023, filed Mar 15, 2023 (20 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219425.pdf https://congress.bpleon.com/filings/3628/trade-138089Wed, 15 Mar 2023 12:00:00 GMTJT Connecticut St 3.31%. Traded Feb 23, 2023, filed Mar 15, 2023 (20 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219425.pdf https://congress.bpleon.com/filings/3628/trade-138088Wed, 15 Mar 2023 12:00:00 GMTDORT FINL CREDIT 4.4%. Traded Feb 3, 2023, filed Mar 15, 2023 (40 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219425.pdf https://congress.bpleon.com/filings/3628/trade-138087Wed, 15 Mar 2023 12:00:00 GMTNew York NY 1.216%. Traded Feb 2, 2023, filed Mar 15, 2023 (41 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219425.pdf https://congress.bpleon.com/filings/3169/trade-139103Thu, 12 Jan 2023 12:00:00 GMTAshwaubenon Wl. Traded Dec 5, 2022, filed Jan 12, 2023 (38 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219321.pdf https://congress.bpleon.com/filings/3168/trade-139729Tue, 06 Dec 2022 12:00:00 GMTAthertor Ml Cmnty Sch Dist. Traded Nov 2, 2022, filed Dec 6, 2022 (34 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219292.pdf https://congress.bpleon.com/filings/3167/trade-141140Wed, 28 Sep 2022 12:00:00 GMTCarmel IN 2002 Sch Btdg Corp. Traded Aug 3, 2022, filed Sep 28, 2022 (56 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219232.pdf https://congress.bpleon.com/filings/3167/trade-141139Wed, 28 Sep 2022 12:00:00 GMTTX St Univ Sys Fing Rev Rav And Raf. Traded Aug 3, 2022, filed Sep 28, 2022 (56 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219232.pdf https://congress.bpleon.com/filings/3166/trade-141428Tue, 23 Aug 2022 12:00:00 GMTJTPutnam Cnty TN. Traded Jul 13, 2022, filed Aug 23, 2022 (41 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219196.pdf https://congress.bpleon.com/filings/3165/trade-143698Fri, 08 Apr 2022 12:00:00 GMTMaricopa Cnty Az Sch Dist No 83. Traded Mar 4, 2022, filed Apr 8, 2022 (35 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218640.pdf https://congress.bpleon.com/filings/3165/trade-143697Fri, 08 Apr 2022 12:00:00 GMTProvide full name, not ticker symbol,. Traded —, filed Apr 8, 2022. Owner: Unknown. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218640.pdf https://congress.bpleon.com/filings/3164/trade-145461Mon, 14 Feb 2022 12:00:00 GMTCanyon TX Indpt Sch Dist UnL'T Seh Bldg. Traded Jan 26, 2022, filed Feb 14, 2022 (19 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218568.pdf https://congress.bpleon.com/filings/2545/trade-146074Fri, 07 Jan 2022 12:00:00 GMTWest Cnty Ems & Fire Protn Dist MO GO. Traded Dec 7, 2021, filed Jan 7, 2022 (31 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218523.pdf https://congress.bpleon.com/filings/2544/trade-147315Fri, 03 Sep 2021 12:00:00 GMTLebanon OH Wtrwks Sys Rev Ref Bds. Traded Aug 27, 2021, filed Sep 3, 2021 (7 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218330.pdf https://congress.bpleon.com/filings/2544/trade-147314Fri, 03 Sep 2021 12:00:00 GMTGlendale MO GO Bds 2016. Traded Aug 23, 2021, filed Sep 3, 2021 (11 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218330.pdf https://congress.bpleon.com/filings/2544/trade-147313Fri, 03 Sep 2021 12:00:00 GMTBerkeley Twp NJ GO Bds 2021. Traded Aug 20, 2021, filed Sep 3, 2021 (14 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218330.pdf https://congress.bpleon.com/filings/2544/trade-147312Fri, 03 Sep 2021 12:00:00 GMTCiarke Cnty AL GO Wts 2021. Traded Aug 5, 2021, filed Sep 3, 2021 (29 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218330.pdf https://congress.bpleon.com/filings/2543/trade-147779Fri, 09 Jul 2021 12:00:00 GMTWheeler-Union Twp IN Sch Bldg Corp Ad. Traded Jun 30, 2021, filed Jul 9, 2021 (9 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218144.pdf https://congress.bpleon.com/filings/2542/trade-148026Tue, 08 Jun 2021 12:00:00 GMTTrermpealeau County Wi Justice Center Series A. Traded May 26, 2021, filed Jun 8, 2021 (13 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8218083.pdf https://congress.bpleon.com/filings/2541/trade-149522Fri, 09 Apr 2021 12:00:00 GMTAransas Cnty TX LTD Tax Nts 2021 3.00% 2/15/2022. Traded Mar 15, 2021, filed Apr 9, 2021 (25 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8217937.pdf https://congress.bpleon.com/filings/2541/trade-149521Fri, 09 Apr 2021 12:00:00 GMTKlng Cnty WA Sch Dist No 414 Lake 1.75% 12/1/2024. Traded Mar 11, 2021, filed Apr 9, 2021 (29 days later). Owner: Joint. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8217937.pdf https://congress.bpleon.com/filings/2541/trade-149520Fri, 09 Apr 2021 12:00:00 GMTProvide full name, not ticker symbol.. Traded —, filed Apr 9, 2021. Owner: Unknown. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/8217937.pdf