Conflict-of-Interest · 4-Vector Breakdown
Four ways political pressure can flow at the executive-branch level, scored independently from primary public records.
📈 Vector 1 · Personal Holdings disclosed assets
Mike Waltz has disclosed 85 assets across 2 OGE filings.
Total declared value range: $11.0M – $29.2M.
Filings2
Assets85
Positions held6
💼 Vector 2 · Outside Positions & Income board seats, consulting
Disclosed 6 outside positions on OGE filings — board seats, advisory roles, and consulting agreements.
First 5 positions
Warrior Diplomat, LLC
Revocable Living Trust #1
Revocable Living Trust #2
Warrior Diplomat, LLC
Revocable Living Trust #1
🏛 Vector 3 · Government Action Conflict department-aligned deals
No federal equity stakes, loans, or grants tracked under U.S. Mission to the UN in our database yet.
⚡ Vector 4 · Reported Transactions 278-T disclosures
2 reported transactions on file across all OGE 278/278-T filings.
| Date | Asset | Type | Range |
|---|---|---|---|
| — | SPY SPDR S&P 500 ETF Trust | sale | None (or less than $1,001) |
| — | SPY SPDR S&P 500 ETF Trust | sale | None (or less than $1,001) |
Top Disclosed Holdings · 5 duplicate rows collapsed across filings
Top 10 unique assets across 2 OGE filings. When the same asset appears in multiple years, we show the highest reported value bracket and tag the row with a × filing count. Holdings reported in valuation brackets per OGE convention.
| Asset | Type | Value bracket | Income | Flags |
|---|---|---|---|---|
| SPY · SPDR S&P 500 ETF Trust × 2 filings | etf | $1,000,001 - $5,000,000 | — | — |
| NICHX · Variant Alternative Income Fund × 2 filings | mutual fund | $500,001 - $1,000,000 | — | — |
| VWIUX · Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | mutual fund | $500,001 - $1,000,000 | — | — |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | mutual fund | $500,001 - $1,000,000 | — | — |
| QUAL · iShares Edge MSCI USA Quality Factor ETF × 2 filings | etf | $500,001 - $1,000,000 | — | — |
| Cresset Diversified QOZ Fund II LP | LP interest | $250,001 - $500,000 | — | — |
| IWF · iShares Russell 1000 Growth ETF × 2 filings | etf | $250,001 - $500,000 | — | — |
| SCHV · Schwab US Large-Cap Value ETF | etf | $250,001 - $500,000 | — | — |
| CCLFX · Cliffwater Corporate Lending Fund × 2 filings | mutual fund | $250,001 - $500,000 | — | — |
| RSP · Invesco S&P 500 Equal Weight ETF | etf | $250,001 - $500,000 | — | — |
Top Reported Liabilities
| Description | Value bracket |
|---|---|
| Fidelity Investments Margin Loan incurred 2022 at 5.20% on-demand | $1,000,001 - $5,000,000 |
| Fidelity Investments Margin Loan incurred 2022 at 5.20% on-demand | $500,001 - $1,000,000 |
| Planet Home Lending Mortgage on Personal Residence incurred 2020 at 2.25% 30 yea | $500,001 - $1,000,000 |
| Nelnet Student Loan incurred 1998 at 3.75% for 30 years | $15,001 - $50,000 |
| SoFi Personal Loan incurred 2022 at 10% for 4 years | $15,001 - $50,000 |
| Nelnet Student Loan incurred 1998 at 3.75% 30 years | $15,001 - $50,000 |
| SoFi Personal Loan incurred 2022 at 10% 4 years | $15,001 - $50,000 |
Forensic Timeline
View Mike Waltz's year-by-year financial timeline →
2 filings · all line items grouped by year, with sector flags and federal-action overlays.
Donor Plane · Personal political contributions
Search the FEC individual-contributions index for political donations made by Mike Waltz (or their employer firm). 218M-row dataset, 1.14M aggregated donor profiles.
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Sources: U.S. Office of Government Ethics (OGE) Form 278 / 278-T disclosures · government_equity_stakes derived from press releases and SEC 8-K filings. Every figure above traces to a primary federal record.
· Latest filing: https://www.documentcloud.org/documents/25984056-waltz-michael-oge-form-278e-updated-2024-08-expires-2027-08-31/
Composite conflict score · scandal-vector flags · government-action timeline · per-asset matched conflicts · all coming online for Pro members.