Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology

Ann Wagner

R-MO U.S. Representative · MO02

10 trades · 5 buys · 5 sells · files ~18 days after trading · last filing 2026-07-02

Trades are filed weeks after they happen and amounts are reported as ranges. Educational, not financial advice.

Trade history

Traded	Filed	Days	Stock	Type	Amount	Owner
2026-06-22	2026-07-02	10	KKR Private Equity Conglomerate LLC Class I	Buy	$250K–$500K	Joint	Filing ↗
2026-06-10	2026-07-02	22	PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I	Sell	$15K–$50K	Joint	Filing ↗
2026-04-29	2026-05-04	5	PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I	Partial sell	$250K–$500K	Joint	Filing ↗
2026-04-28	2026-05-04	6	Ashwaubenon WI	Sell	$100K–$250K	Joint	Filing ↗
2026-04-10	2026-05-04	24	ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I	Sell	$100K–$250K	Joint	Filing ↗
2025-12-18	2026-01-02	15	Teays Valley OH 5.00% 12/1/2033	Buy	$100K–$250K	Joint	Filing ↗
2025-12-05	2026-01-02	28	Floyd County IN 4.00% 12/30/2031	Buy	$100K–$250K	Joint	Filing ↗
2025-12-05	2026-01-02	28	Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032	Buy	$100K–$250K	Joint	Filing ↗
2025-12-04	2026-01-02	29	Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033	Buy	$100K–$250K	Joint	Filing ↗
2025-10-21	2025-11-04	14	CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED	Sell	$250K–$500K	Joint	Filing ↗

KKR Private Equity Conglomerate LLC Class I
Buy
$250K–$500K · Joint · traded 2026-06-22 · filed 2026-07-02 (10d) · Filing ↗
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I
Sell
$15K–$50K · Joint · traded 2026-06-10 · filed 2026-07-02 (22d) · Filing ↗
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I
Partial sell
$250K–$500K · Joint · traded 2026-04-29 · filed 2026-05-04 (5d) · Filing ↗
Ashwaubenon WI
Sell
$100K–$250K · Joint · traded 2026-04-28 · filed 2026-05-04 (6d) · Filing ↗
ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I
Sell
$100K–$250K · Joint · traded 2026-04-10 · filed 2026-05-04 (24d) · Filing ↗
Teays Valley OH 5.00% 12/1/2033
Buy
$100K–$250K · Joint · traded 2025-12-18 · filed 2026-01-02 (15d) · Filing ↗
Floyd County IN 4.00% 12/30/2031
Buy
$100K–$250K · Joint · traded 2025-12-05 · filed 2026-01-02 (28d) · Filing ↗
Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032
Buy
$100K–$250K · Joint · traded 2025-12-05 · filed 2026-01-02 (28d) · Filing ↗
Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033
Buy
$100K–$250K · Joint · traded 2025-12-04 · filed 2026-01-02 (29d) · Filing ↗
CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED
Sell
$250K–$500K · Joint · traded 2025-10-21 · filed 2025-11-04 (14d) · Filing ↗

10 trades

Open means no later sale of that stock has been filed. Owner is who holds the account, as reported.