Ann Wagner(age: 63)
18
Total Trades
16
Buys
2
Sells
$26.5M
Est. Net Worth (2025)
$450K - $1M
Disclosed Trades Value
2025-12-18
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
| 3733Z | AMERICAN EXPRESS NATIONAL BANK | buy | 1 | 0 | $250K - $500K | May 18th, 2023 |
| EVERX | BOW RIVER CAPITAL EVERGREEN FUND | buy | 1 | 0 | $100K - $250K | Jun 1st, 2023 |
 SYF
|
Synchrony Financial | buy | 1 | 0 | $100K - $250K | Mar 23rd, 2023 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Dec 18th, 2025 | Jan 5th, 2026 | — | TEAYS VALLEY LOCAL SCHOOL DISTRICT OHIO | buy | $100K - $250K | Joint |
| Dec 5th, 2025 | Jan 5th, 2026 | — | FLOYD COUNTY INDIANA | buy | $100K - $250K | Joint |
| Dec 5th, 2025 | Jan 5th, 2026 | — | TOWN OF FREMONT INDIANA | buy | $100K - $250K | Joint |
| Dec 4th, 2025 | Jan 5th, 2026 | — | LOGAN-ROGERSVILLE SCHOOL DISTRICT | buy | $100K - $250K | Joint |
| Oct 21st, 2025 | Nov 5th, 2025 | — | CENTRE COUNTY HOSPITAL AUTHORITY | sell | $250K - $500K | Joint |
| Mar 18th, 2025 | Apr 18th, 2025 | — | WASHINGTON SUBURBAN SANITARY COMMISSION | buy | $100K - $250K | Joint |
| Jan 21st, 2025 | Feb 20th, 2025 | — | DALLAS COUNTY TEXAS | buy | $100K - $250K | Joint |
| Jan 21st, 2025 | Feb 20th, 2025 | — | PECOS-BARSTOW-TOYAH INDEPENDENT SCHOOL DISTRICT | buy | $100K - $250K | Joint |
| Nov 30th, 2023 | Dec 14th, 2023 | — | SOUTH MADISON COMMUNITY SCHOOL CORP | buy | $50K - $100K | Joint |
| Nov 16th, 2023 | Dec 14th, 2023 | — | COUNTY OF CENTRE PENNSYLVANIA | buy | $250K - $500K | Joint |
| Nov 16th, 2023 | Dec 14th, 2023 | — | MARICOPA UNIFIED SCHOOL DISTRICT | sell | $250K - $500K | Joint |
| Aug 16th, 2023 | Sep 11th, 2023 | — | CITY OF FORT DODGE IOWA | buy | $100K - $250K | Joint |
| Aug 9th, 2023 | Sep 11th, 2023 | — | SCHOOL DISTRICT OF PUTNAM COUNTY FLORIDA | buy | $100K - $250K | Joint |
| Jun 20th, 2023 | Jul 7th, 2023 | — | ORLANDO UTILITIES COMMISSION | buy | $100K - $250K | Joint |
| Jun 1st, 2023 | Jul 7th, 2023 | EVERX | BOW RIVER CAPITAL EVERGREEN FUND | buy | $100K - $250K | Not Disclosed |
| May 18th, 2023 | Jul 7th, 2023 | 3733Z | AMERICAN EXPRESS NATIONAL BANK | buy | $250K - $500K | Joint |
| May 18th, 2023 | Jul 7th, 2023 | — | BMO HARRIS BANK NA | buy | $100K - $250K | Joint |
| Mar 23rd, 2023 | Apr 24th, 2023 |
SYF
|
Synchrony Financial | buy | $100K - $250K | Joint |