Max L. Miller
U.S. Representative, Ohio district 7 (OH07)
Latest disclosure September 27, 2026: Periodic transaction report, filing 20035528.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10076162.
As of August 10, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| VOO | 2012 Trust ⇒ Vanguard S&P 500 ETF (VOO) EF | Member | $1,000,001 - $5,000,000 | p. 5 |
| FXAIX | 2009 Trust ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $500,001 - $1,000,000 | p. 2 |
| FZCXX | 1989 Trust ⇒ Fidelity Government Money Market Fund: Premium Class (FZCXX) MF | Member | $100,001 - $250,000 | p. 1 |
| CCLFX | 2009 Trust ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) MF | Member | $100,001 - $250,000 | p. 2 |
| ZGFIX | 2012 Trust ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) MF | Member | $100,001 - $250,000 | p. 3 |
| BSGLX | 2012 Trust ⇒ Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) MF | Member | $100,001 - $250,000 | p. 3 |
| CCLFX | 2012 Trust ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) MF | Member | $100,001 - $250,000 | p. 4 |
| FZCXX | 2012 Trust ⇒ Fidelity Government Money Market Fund: Premium Class (FZCXX) MF | Member | $100,001 - $250,000 | p. 4 |
| EMXC | 2012 Trust ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Member | $100,001 - $250,000 | p. 5 |
| JEPI | 2012 Trust ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF | Member | $100,001 - $250,000 | p. 5 |
| MPGVX | 2012 Trust ⇒ Mondrian Global Equity Value Fund (MPGVX) MF | Member | $100,001 - $250,000 | p. 5 |
| NWXVX | 2012 Trust ⇒ Nationwide International Small Cap Fund Institutional Service Class (NWXVX) MF | Member | $100,001 - $250,000 | p. 5 |
| VCRIX | 2012 Trust ⇒ NYLI CBRE Global Infrastructure Fund Class I (VCRIX) MF | Member | $100,001 - $250,000 | p. 5 |
| PTRQX | 2012 Trust ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) MF | Member | $100,001 - $250,000 | p. 5 |
| VOO | 1989 Trust ⇒ Vanguard S&P 500 ETF (VOO) EF | Member | $50,001 - $100,000 | p. 2 |
| ZGFIX | 2009 Trust ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) MF | Member | $50,001 - $100,000 | p. 2 |
| BSGLX | 2009 Trust ⇒ Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) MF | Member | $50,001 - $100,000 | p. 2 |
| GSITX | 2009 Trust ⇒ Goldman Sachs Small Cap Value Insights Fund Inst Cl (GSITX) MF | Member | $50,001 - $100,000 | p. 2 |
| JEPI | 2009 Trust ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF | Member | $50,001 - $100,000 | p. 2 |
| MPGVX | 2009 Trust ⇒ Mondrian Global Equity Value Fund (MPGVX) MF | Member | $50,001 - $100,000 | p. 3 |
| NWXUX | 2009 Trust ⇒ Nationwide International Small Cap Fund Class R6 (NWXUX) MF | Member | $50,001 - $100,000 | p. 3 |
| VCRIX | 2009 Trust ⇒ NYLI CBRE Global Infrastructure Fund Class I (VCRIX) MF | Member | $50,001 - $100,000 | p. 3 |
| VEIRX | 2009 Trust ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) MF | Member | $50,001 - $100,000 | p. 3 |
| GSITX | 2012 Trust ⇒ Goldman Sachs Small Cap Value Insights Fund Inst Cl (GSITX) MF | Member | $50,001 - $100,000 | p. 4 |
| LSSIX | 2012 Trust ⇒ Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) MF | Member | $50,001 - $100,000 | p. 5 |
| LLDYX | 2012 Trust ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) MF | Member | $50,001 - $100,000 | p. 5 |
| PHYQX | 2012 Trust ⇒ PGIM High Yield Fund Class R6 (PHYQX) MF | Member | $50,001 - $100,000 | p. 5 |
| GLD | 2012 Trust ⇒ SPDR Gold Shares (GLD) EF | Member | $50,001 - $100,000 | p. 5 |
| VO | 2012 Trust ⇒ Vanguard Mid-Cap ETF (VO) EF | Member | $50,001 - $100,000 | p. 5 |
| VUSFX | 2012 Trust ⇒ Vanguard Ultra-Short-Term Bond Fund Admiral (VUSFX) MF | Member | $50,001 - $100,000 | p. 5 |
| SWTSX | Roth IRA ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) MF | Member | $50,001 - $100,000 | p. 6 |
| IBIT | 1989 Trust ⇒ iShares Bitcoin Trust ETF (IBIT) ET | Member | $15,001 - $50,000 | p. 1 |
| FZCXX | 2009 Trust ⇒ Fidelity Government Money Market Fund: Premium Class (FZCXX) MF | Member | $15,001 - $50,000 | p. 2 |
| EMXC | 2009 Trust ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Member | $15,001 - $50,000 | p. 2 |
| LSSIX | 2009 Trust ⇒ Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) MF | Member | $15,001 - $50,000 | p. 2 |
| LLDYX | 2009 Trust ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) MF | Member | $15,001 - $50,000 | p. 3 |
| PHYZX | 2009 Trust ⇒ PGIM High Yield Fund Class Z (PHYZX) MF | Member | $15,001 - $50,000 | p. 3 |
| PTRQX | 2009 Trust ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) MF | Member | $15,001 - $50,000 | p. 3 |
| VO | 2009 Trust ⇒ Vanguard Mid-Cap ETF (VO) EF | Member | $15,001 - $50,000 | p. 3 |
| VUSFX | 2009 Trust ⇒ Vanguard Ultra-Short-Term Bond Fund Admiral (VUSFX) MF | Member | $15,001 - $50,000 | p. 3 |
| FDRXX | Revocable Trust ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $15,001 - $50,000 | p. 6 |
| ZGFIX | Roth IRA ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) MF | Member | $15,001 - $50,000 | p. 6 |
| ZION | Revocable Trust ⇒ Zions Bancorporation N.A. - Common Stock (ZION) ST | Member | $1,001 - $15,000 | p. 6 |
| FZFXX | Roth IRA ⇒ Fidelity Treasury Money Market Fund (FZFXX) MF | Member | $1,001 - $15,000 | p. 6 |
| NWXVX | Roth IRA ⇒ Nationwide International Small Cap Fund Institutional Service Class (NWXVX) MF | Member | $1,001 - $15,000 | p. 6 |
| ZGFIX | 1989 Trust ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) MF | Member | None | p. 1 |
| MPGVX | 1989 Trust ⇒ Mondrian Global Equity Value Fund (MPGVX) MF | Member | None | p. 2 |
| VO | 1989 Trust ⇒ Vanguard Mid-Cap ETF (VO) EF | Member | None | p. 2 |
| PDBZX | 2009 Trust ⇒ PGIM Total Return Bond Fund Class Z (PDBZX) MF | Member | None | p. 3 |
| MERIX | 2009 Trust ⇒ The Merger Fund Institutional Class (MERIX) MF | Member | None | p. 3 |
| MERIX | 2012 Trust ⇒ The Merger Fund Institutional Class (MERIX) MF | Member | None | p. 5 |
12 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | Cliffwater Corporate Lending Fund (Ticker: CCLFX) OT | Member | S (partial) | May 29, 2026 | $15,001 - $50,000 | July 1, 2026 filing 20034869, p. 1 |
| none | Cliffwater Corporate Lending Fund (Ticker: CCLFX) OT | Member | S (partial) | May 29, 2026 | $15,001 - $50,000 | July 1, 2026 filing 20034869, p. 1 |
| none | Alta Park Endurance Fund, LP (GLAS Funds, LP) HN | Member | P | April 10, 2026 | $15,001 - $50,000 | April 28, 2026 filing 20034419, p. 1 |
| none | GLAS Funds, LP HN | Member | P | April 6, 2026 | $15,001 - $50,000 | April 28, 2026 filing 20034419, p. 1 |
| none | GLAS Funds, LP HN | Member | P | July 15, 2025 | $15,001 - $50,000 | July 27, 2025 filing 20030742, p. 1 |
| none | GLAS Funds, LP HN | Member | P | February 5, 2025 | $15,001 - $50,000 | February 24, 2025 filing 20027838, p. 1 |
| none | Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) HN | Member | P | September 4, 2026 | $1,001 - $15,000 | September 27, 2026 filing 20035528, p. 1 |
| none | Riverside Acceleration Capital Opportunity Fund II (GLAS Funds, LP) HN | Member | P | July 22, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20035075, p. 1 |
| none | Alpine Investors IX, LP (GLAS Funds, LP) HN | Member | P | May 15, 2026 | $1,001 - $15,000 | May 29, 2026 filing 20034651, p. 1 |
| none | GLAS Funds, LP HN | Member | S (partial) | May 11, 2026 | $1,001 - $15,000 | May 29, 2026 filing 20034651, p. 1 |
| none | Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) HN | Member | P | April 2, 2026 | $1,001 - $15,000 | April 28, 2026 filing 20034419, p. 1 |
| none | Alpine Investors IX, LP (GLAS Funds, LP) HN | Member | P | March 13, 2026 | $1,001 - $15,000 | March 30, 2026 filing 20034247, p. 1 |
| none | Riverside Acceleration Capital Opportunity Fund II (GLAS Funds, LP) HN | Member | P | March 13, 2026 | $1,001 - $15,000 | March 30, 2026 filing 20034247, p. 1 |
| none | New Water Capital Partners II, LP (GLAS Funds, LP) HN | Member | S (partial) | February 27, 2026 | $1,001 - $15,000 | March 30, 2026 filing 20034247, p. 1 |
| none | Alpine Investors IX, LP (GLAS Funds, LP) HN | Member | P | January 7, 2026 | $1,001 - $15,000 | January 29, 2026 filing 20033881, p. 1 |
| none | GLAS Funds, LP HN | Member | P | January 7, 2026 | $1,001 - $15,000 | January 29, 2026 filing 20033881, p. 1 |
| none | Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) HN | Member | P | October 27, 2025 | $1,001 - $15,000 | October 28, 2025 filing 20032187, p. 1 |
| none | Trimer Capital Partners I LP (GLAS) - Core HN | Member | P | October 15, 2025 | $1,001 - $15,000 | October 28, 2025 filing 20032187, p. 1 |
| none | RAC Opportunity Fund II, LP (GLAS Funds, LP) HN | Member | P | September 23, 2025 | $1,001 - $15,000 | October 28, 2025 filing 20032187, p. 1 |
| none | New Water Capital Partners II, LP (GLAS Funds, LP) HN | Member | P | September 17, 2025 | $1,001 - $15,000 | October 28, 2025 filing 20032187, p. 1 |
| none | AIX Ventures Fund II, LP (GLAS Funds, LP) HN | Member | P | August 4, 2025 | $1,001 - $15,000 | August 28, 2025 filing 20030989, p. 1 |
| none | Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) HN | Member | P | June 30, 2025 | $1,001 - $15,000 | July 1, 2025 filing 20030585, p. 1 |
| none | Trimer Capital Partners I LP (GLAS) - Select HN | Member | P | June 30, 2025 | $1,001 - $15,000 | July 1, 2025 filing 20030585, p. 1 |
| none | AIX Ventures Fund II, LP (GLAS Funds, LP) HN | Member | P | June 16, 2025 | $1,001 - $15,000 | July 1, 2025 filing 20030585, p. 1 |
| none | Trimer Capital Partners I LP (GLAS) - Core HN | Member | P | June 12, 2025 | $1,001 - $15,000 | July 1, 2025 filing 20030585, p. 1 |
| none | AIX Ventures Fund II, LP (GLAS Funds, LP) HN | Member | P | May 8, 2025 | $1,001 - $15,000 | May 22, 2025 filing 20030401, p. 1 |
| none | Alpine Investors IX, LP (GLAS Funds, LP) HN | Member | S (partial) | March 10, 2025 | $1,001 - $15,000 | March 27, 2025 filing 20029035, p. 1 |
| none | Mercato Partners Travers IV QP, LP (GLAS Funds, LP) HN | Member | P | February 5, 2025 | $1,001 - $15,000 | February 24, 2025 filing 20027838, p. 1 |
| none | Alpine Investors IX, LP HN | Member | P | January 29, 2025 | $1,001 - $15,000 | January 31, 2025 filing 20026684, p. 1 |
| none | RAC Opportunity Fund II, LP (GLAS Funds, LP) HN | Member | P | January 27, 2025 | $1,001 - $15,000 | January 31, 2025 filing 20026684, p. 1 |
| none | AIX Ventures Fund II, LP (GLAS Funds, LP) HN | Member | P | January 17, 2025 | $1,001 - $15,000 | January 31, 2025 filing 20026684, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- September 27, 2026 Periodic transaction report (2026), filing 20035528 itemised above
- August 10, 2026 Annual report (FD Original) (2025), filing 10076162 itemised above
- July 26, 2026 Periodic transaction report (2026), filing 20035075 itemised above
- July 1, 2026 Periodic transaction report (2026), filing 20034869 itemised above
- May 29, 2026 Periodic transaction report (2026), filing 20034651 itemised above
- April 28, 2026 Periodic transaction report (2026), filing 20034419 itemised above
- April 24, 2026 Extension request (2025), filing 30027126
- March 30, 2026 Periodic transaction report (2026), filing 20034247 itemised above
- January 29, 2026 Periodic transaction report (2026), filing 20033881 itemised above
- October 28, 2025 Periodic transaction report (2025), filing 20032187 itemised above
- August 28, 2025 Periodic transaction report (2025), filing 20030989 itemised above
- August 8, 2025 Annual report (FD Original) (2024), filing 10066804
- July 27, 2025 Periodic transaction report (2025), filing 20030742 itemised above
- July 1, 2025 Periodic transaction report (2025), filing 20030585 itemised above
- May 22, 2025 Periodic transaction report (2025), filing 20030401 itemised above
- April 28, 2025 Extension request (2024), filing 30022864
- April 28, 2025 Periodic transaction report (2025), filing 20030236 itemised above
- March 27, 2025 Periodic transaction report (2025), filing 20029035 itemised above
- February 24, 2025 Periodic transaction report (2025), filing 20027838 itemised above
- January 31, 2025 Periodic transaction report (2025), filing 20026684 itemised above
- December 29, 2024 Periodic transaction report (2024), filing 20026480
- December 5, 2024 Periodic transaction report (2024), filing 20026340
- November 15, 2024 Periodic transaction report (2024), filing 20026231
- October 28, 2024 Periodic transaction report (2024), filing 20026097
- October 28, 2024 Periodic transaction report (2024), filing 20026090
- September 10, 2024 Periodic transaction report (2024), filing 20025831
- August 28, 2024 Periodic transaction report (2024), filing 20025740
- June 28, 2024 Periodic transaction report (2024), filing 20025345
- June 24, 2024 Periodic transaction report (2024), filing 20025328
- April 1, 2024 Periodic transaction report (2024), filing 20024772
- March 18, 2024 Periodic transaction report (2024), filing 20024705
- February 16, 2024 Periodic transaction report (2024), filing 20024519
- February 9, 2024 Periodic transaction report (2024), filing 20024472
- January 26, 2024 Periodic transaction report (2024), filing 20024380
Discussion
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