Tim WalbergR
House · MI-5 · Filing since Feb 7, 2025
House Committee on Natural ResourcesHouse Committee on Education and Workforce
Disclosed trades
16
Disclosed volume
$349K
range midpoints
Return on matched positions
+34.9%
S&P 500, same days
+25.8%
Excess vs S&P 500
+9.0%
Median holding
586d
Closed positions
100.0%1W / 0L
Bought and sold. Realized: $164
Still held
92.3%12W / 1L
Open at the latest close. Unrealized: $122K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| UA | Feb 7, 2025 | Feb 10, 2026 | $8K | +2.1% | +15.2% | -13.1% | 368d |
| AMZN | Feb 7, 2025 | Open | $8K | +8.4% | +26.1% | -17.7% | 586d |
| AAPL | Feb 7, 2025 | Open | $33K | +45.6% | +26.1% | +19.5% | 586d |
| BAC | Feb 7, 2025 | Open | $33K | +25.6% | +26.1% | -0.5% | 586d |
| BA | Feb 7, 2025 | Open | $33K | +15.5% | +26.1% | -10.5% | 586d |
| CAT | Feb 7, 2025 | Open | $33K | +115.3% | +26.1% | +89.3% | 586d |
| CVXCommittee | Feb 7, 2025 | Open | $33K | +42.7% | +26.1% | +16.6% | 586d |
| ETN | Feb 7, 2025 | Open | $33K | +25.3% | +26.1% | -0.7% | 586d |
| XOMCommittee | Feb 7, 2025 | Open | $33K | +55.5% | +26.1% | +29.4% | 586d |
| J | Feb 7, 2025 | Open | $33K | +9.3% | +26.1% | -16.8% | 586d |
| LHX | Feb 7, 2025 | Open | $33K | +21.1% | +26.1% | -5.0% | 586d |
| LMT | Feb 7, 2025 | Open | $8K | +20.0% | +26.1% | -6.0% | 586d |
| UA | Feb 7, 2025 | Open | $164 | -28.2% | +26.1% | -54.3% | 586d |
| WFC | Feb 7, 2025 | Open | $33K | +11.2% | +26.1% | -14.9% | 586d |
Latest filings
All 16 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest | Sell | Joint | Jun 1, 2026 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
UAUnder Armour, Inc. Class C Common Stock | Sell | Joint | Feb 10, 2026 | Jun 3, 2026 | $1,001 - $15,000 | PDF ↗ |
AMZNAmazon.com, Inc. | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $1,001 - $15,000 | PDF ↗ |
AAPLApple Inc. | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
BACBank of America Corporation Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
BABoeing Company | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
CATCaterpillar, Inc. Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
CVXChevron Corporation Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
ETNEaton Corporation, PLC Ordinary Shares | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
XOMExxon Mobil Corporation Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $1,001 - $15,000 | PDF ↗ |
JJacobs Solutions Inc. Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
LHXL3Harris Technologies, Inc. Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
LMTLockheed Martin Corporation Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $1,001 - $15,000 | PDF ↗ |
UAUnder Armour, Inc. Class C Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $1,001 - $15,000 | PDF ↗ |
WFCWells Fargo & Company Common Stock | Buy | Joint | Feb 7, 2025 | Jun 3, 2026 | $15,001 - $50,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Sales with no matching purchase on file: 1
- Public records shown for information only. Not investment advice.
- Last computed: Sep 16, 2026