Sheri Biggs
U.S. Representative, South Carolina district 3 (SC03)
Latest disclosure September 22, 2026: Periodic transaction report, filing 20035489.
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 10075607.
As of August 13, 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 |
|---|---|---|---|---|
| none | PH Healthcare Services, Inc. CS | Spouse | Spouse/DC Over $1,000,000 | p. 1 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | Spouse | Spouse/DC Over $1,000,000 | p. 3 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | Spouse | Spouse/DC Over $1,000,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | Spouse | Spouse/DC Over $1,000,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | Spouse | $500,001 - $1,000,000 | p. 3 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ HSBC USA CS | Spouse | $500,001 - $1,000,000 | p. 3 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | Spouse | $500,001 - $1,000,000 | p. 5 |
| none | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ US Treasury Notes (various maturities) GS | Spouse | $500,001 - $1,000,000 | p. 7 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | Spouse | $250,001 - $500,000 | p. 3 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | Spouse | $250,001 - $500,000 | p. 4 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | Spouse | $250,001 - $500,000 | p. 4 |
| IBIT | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) EF | Spouse | $100,001 - $250,000 | p. 4 |
| none | UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Bank of Nova Scotia CS | Joint | $50,001 - $100,000 | p. 2 |
| none | UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ BNP PARIBAS CS | Joint | $50,001 - $100,000 | p. 2 |
| none | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/26 GS | Spouse | $1,001 - $15,000 | p. 5 |
| none | UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Canadian Imperial Bank of Commerce CS | Joint | None | p. 2 |
| none | UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ UBS AG CS | Joint | None | p. 3 |
| OWSAX | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ 1WS CREDIT INCOME FUND CLASS A-2 (OWSAX) MF | Spouse | None | p. 3 |
| none | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | Spouse | None | p. 3 |
| LARAX | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Lord Abbett Credit Opportunities Fund Class A (LARAX) MF | Spouse | None | p. 4 |
| BABA | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) ST | Spouse | None | p. 5 |
| BDORY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ BANCO DO BRASIL SA S/ADR (BDORY) ST | Spouse | None | p. 5 |
| BBSEY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ BB SEGURIDADE PART SA ADR (BBSEY) ST | Spouse | None | p. 5 |
| CICHY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ China Construction Bank Corporation Unsponsored ADR representing H shares (CICHY) ST | Spouse | None | p. 5 |
| CIHKY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ China Merchants Bank Co Ltd American Depository Receipt (CIHKY) ST | Spouse | None | p. 5 |
| EGIEY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ ENGIE BRASIL ENE SA S/ADR (EGIEY) ST | Spouse | None | p. 5 |
| GOFPY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Greek Organisation of Football Prognostics SA Unsponsored ADR (GOFPY) ST | Spouse | None | p. 5 |
| GBOOY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) ST | Spouse | None | p. 6 |
| JD | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ JD.com, Inc. - American Depositary Shares (JD) ST | Spouse | None | p. 6 |
| KCDMY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ KIMBERLY-CLARK MEX S/ADR (KCDMY) ST | Spouse | None | p. 6 |
| LNVGY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Lenovo Group Ltd Sponsored ADR (LNVGY) ST | Spouse | None | p. 6 |
| MGYOY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A (MGYOY) ST | Spouse | None | p. 6 |
| NTES | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) ST | Spouse | None | p. 6 |
| PNGAY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Ping An Insurance (PNGAY) ST | Spouse | None | p. 6 |
| SQM | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Sociedad Quimica y Minera S.A. Common Stock (SQM) ST | Spouse | None | p. 6 |
| SGBLY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Standard Bank Group Limited Sponsored ADR (SGBLY) ST | Spouse | None | p. 6 |
| TSM | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | None | p. 6 |
| TCEHY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ TENCENT HLDGS UNSP/ADR (TCEHY) ST | Spouse | None | p. 6 |
| TX | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Ternium S.A. Ternium S.A. American Depositary Shares (TX) ST | Spouse | None | p. 6 |
| TYCMY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ TINGYI CYMN IS HDGS U/ADR (TYCMY) ST | Spouse | None | p. 6 |
| UL | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Unilever PLC Common Stock (UL) ST | Spouse | None | p. 7 |
| VALE | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) ST | Spouse | None | p. 7 |
| VDMCY | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ VODACOM GROUP LTD S/ADR (VDMCY) ST | Spouse | None | p. 7 |
| APD | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) ST | Spouse | None | p. 7 |
| MO | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Altria Group, Inc. (MO) ST | Spouse | None | p. 7 |
| AAPL | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | None | p. 7 |
| BRK.B | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | None | p. 7 |
| BLK | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ BlackRock, Inc. Common Stock (BLK) ST | Spouse | None | p. 7 |
| SCHW | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Charles Schwab Corporation (SCHW) ST | Spouse | None | p. 7 |
| CVX | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Chevron Corporation Common Stock (CVX) ST | Spouse | None | p. 7 |
| CINF | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Cincinnati Financial Corporation - Common Stock (CINF) ST | Spouse | None | p. 7 |
| CSCO | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Spouse | None | p. 7 |
| CMCSA | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | None | p. 8 |
| CCI | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Crown Castle Inc. Common Stock (CCI) ST | Spouse | None | p. 8 |
| DEO | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Diageo plc Common Stock (DEO) ST | Spouse | None | p. 8 |
| D | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Dominion Energy, Inc. Common Stock (D) ST | Spouse | None | p. 8 |
| FAST | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Fastenal Company - Common Stock (FAST) ST | Spouse | None | p. 8 |
| FIS | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) ST | Spouse | None | p. 8 |
| JNJ | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Johnson & Johnson Common Stock (JNJ) ST | Spouse | None | p. 8 |
| LOW | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | None | p. 8 |
| MRK | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Spouse | None | p. 8 |
| MSFT | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | None | p. 8 |
| NSRGY | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ NESTLE S.A S/ADR (NSRGY) ST | Spouse | None | p. 8 |
| NTDOY | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Nintendo Co Ltd ADR (NTDOY) ST | Spouse | None | p. 8 |
| NSC | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Norfolk Southern Corporation Common Stock (NSC) ST | Spouse | None | p. 8 |
| NOC | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Northrop Grumman Corporation Common Stock (NOC) ST | Spouse | None | p. 8 |
| PAYX | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Paychex, Inc. - Common Stock (PAYX) ST | Spouse | None | p. 9 |
| PM | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Philip Morris International Inc Common Stock (PM) ST | Spouse | None | p. 9 |
| PGR | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Progressive Corporation (PGR) ST | Spouse | None | p. 9 |
| SBUX | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Starbucks Corporation - Common Stock (SBUX) ST | Spouse | None | p. 9 |
| TEL | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ TE Connectivity plc Ordinary Shares (TEL) ST | Spouse | None | p. 9 |
| TXN | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Texas Instruments Incorporated - Common Stock (TXN) ST | Spouse | None | p. 9 |
| UPS | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | None | p. 9 |
23 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.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
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 | Morgan Stanley Finance CS | Spouse | P | March 27, 2025 | $1,000,001 - $5,000,000 | October 5, 2025 filing 20032149, p. 11 |
| none | Bank of Nova Scotia CS | Spouse | P | September 1, 2026 | $500,001 - $1,000,000 | September 22, 2026 filing 20035489, p. 1 |
| none | Bank of Nova Scotia CS | Spouse | S | August 19, 2026 | $500,001 - $1,000,000 | September 22, 2026 filing 20035489, p. 1 |
| none | Bank of Nova Scotia CS | Spouse | P | March 19, 2025 | $500,001 - $1,000,000 | October 5, 2025 filing 20032149, p. 3 |
| none | JP Morgan Chase Finance CS | Spouse | P | March 14, 2025 | $500,001 - $1,000,000 | October 5, 2025 filing 20032149, p. 8 |
| none | COATUE INNOVATION FUND HN | Spouse | P | December 26, 2025 | $250,001 - $500,000 | February 5, 2026 filing 20033927, p. 1 |
| none | Bank of Nova Scotia CS | Spouse | P | May 27, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 3 |
| none | JP Morgan Chase Finance CS | Spouse | P | April 15, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 9 |
| none | HSBC USA CS | Spouse | P | March 27, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 7 |
| none | JP Morgan Chase Finance CS | Spouse | P | March 27, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 8 |
| none | Bank of Nova Scotia CS | Spouse | P | March 26, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 4 |
| none | JP Morgan Chase Finance CS | Spouse | P | March 26, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 8 |
| none | Morgan Stanley Finance CS | Spouse | P | March 26, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 10 |
| none | JP Morgan Chase Finance CS | Spouse | P | March 17, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 8 |
| none | Morgan Stanley Finance CS | Spouse | P | March 14, 2025 | $250,001 - $500,000 | October 5, 2025 filing 20032149, p. 11 |
| IBIT | iShares Bitcoin Trust ETF (IBIT) ST | Spouse | P | March 4, 2026 | $100,001 - $250,000 | April 16, 2026 filing 20034346, p. 1 |
| none | BARCLAYS BANK PLC TAR-SS INTL BASKET CS | Spouse | S | February 19, 2026 | $100,001 - $250,000 | March 21, 2026 filing 20034195, p. 1 |
| IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) ET | Spouse | P | July 9, 2025 | $100,001 - $250,000 | October 5, 2025 filing 20032149, p. 8 |
| none | Bank of Nova Scotia Finance CS | Spouse | S | March 14, 2025 | $100,001 - $250,000 | October 5, 2025 filing 20032149, p. 4 |
| none | BANK OF NOVA SCOTIA CS | Joint | P | December 31, 2025 | $50,001 - $100,000 | February 5, 2026 filing 20033927, p. 1 |
| none | BNP PARIBAS CS | Joint | P | December 31, 2025 | $50,001 - $100,000 | February 5, 2026 filing 20033927, p. 1 |
| none | SL PARTNERS VII (ICAPITAL), L.P. FUND HN | Spouse | P | December 26, 2025 | $50,001 - $100,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY BOND DUE 02/15/36 GS | Spouse | P | February 18, 2026 | $15,001 - $50,000 | March 21, 2026 filing 20034195, p. 2 |
| none | US TSY NOTE DUE 02/15/26 GS | Spouse | S | February 17, 2026 | $15,001 - $50,000 | March 21, 2026 filing 20034195, p. 2 |
| none | UBS AG CS | Joint | S | December 12, 2025 | $15,001 - $50,000 | January 14, 2026 filing 20033800, p. 1 |
| none | US Treasury Note 5/15/2035 GS | Spouse | P | June 17, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 22 |
| none | Icapital-Arctos Sports Partners Fund II Access Fund LP HN | Spouse | P | June 4, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 7 |
| SCHW | Charles Schwab Corporation (SCHW) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 5 |
| FAST | Fastenal Company - Common Stock (FAST) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 6 |
| FIS | Fidelity National Information Services, Inc. Common Stock (FIS) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 6 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 8 |
| LOW | Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 10 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 10 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 10 |
| NTDOY | Nintendo Co Ltd ADR (NTDOY) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 11 |
| NSC | Norfolk Southern Corporation Common Stock (NSC) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 11 |
| NOC | Northrop Grumman Corporation Common Stock (NOC) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 12 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 13 |
| PM | Philip Morris International Inc Common Stock (PM) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 13 |
| PGR | Progressive Corporation (PGR) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 14 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 16 |
| TEL | TE Connectivity plc Ordinary Shares (TEL) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 16 |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) ST | Spouse | S | March 19, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 16 |
| APD | Air Products and Chemicals, Inc. Common Stock (APD) ST | Spouse | S | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | S | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 3 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | S | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 4 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Spouse | S (partial) | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 4 |
| CVX | Chevron Corporation Common Stock (CVX) ST | Spouse | S | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 5 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Spouse | S | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 5 |
| D | Dominion Energy, Inc. Common Stock (D) ST | Spouse | S | March 18, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 6 |
| none | SL Partners VII (ICapital) Fund HN | Spouse | P | January 6, 2025 | $15,001 - $50,000 | October 5, 2025 filing 20032149, p. 15 |
| none | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP HN | Spouse | P | August 31, 2026 | $1,001 - $15,000 | September 22, 2026 filing 20035489, p. 1 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | August 28, 2026 | $1,001 - $15,000 | September 22, 2026 filing 20035489, p. 1 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | June 30, 2026 | $1,001 - $15,000 | July 27, 2026 filing 20035007, p. 1 |
| none | KKR Real Estate Select Trust Class U PS | Spouse | P | May 29, 2026 | $1,001 - $15,000 | June 9, 2026 filing 20034496, p. 1 |
| none | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | Spouse | P | May 27, 2026 | $1,001 - $15,000 | June 9, 2026 filing 20034496, p. 1 |
| none | APOLLO DEBT SOLUTIONS BDC CLASS S OT | Spouse | P | May 1, 2026 | $1,001 - $15,000 | June 9, 2026 filing 20034496, p. 1 |
| none | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP HN | Spouse | P | April 28, 2026 | $1,001 - $15,000 | June 9, 2026 filing 20034496, p. 1 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | March 30, 2026 | $1,001 - $15,000 | April 16, 2026 filing 20034346, p. 1 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | March 27, 2026 | $1,001 - $15,000 | April 16, 2026 filing 20034346, p. 1 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | March 3, 2026 | $1,001 - $15,000 | April 16, 2026 filing 20034346, p. 1 |
| none | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | Spouse | P | February 27, 2026 | $1,001 - $15,000 | March 21, 2026 filing 20034195, p. 1 |
| none | US TSY DUE 02/15/26 GS | Spouse | S | February 15, 2026 | $1,001 - $15,000 | March 21, 2026 filing 20034195, p. 2 |
| none | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | Spouse | P | February 6, 2026 | $1,001 - $15,000 | March 21, 2026 filing 20034195, p. 1 |
| none | APOLLO DEBT SOLUTIONS BDC CLASS S OT | Spouse | P | February 4, 2026 | $1,001 - $15,000 | March 21, 2026 filing 20034195, p. 1 |
| KRSOX | KKR Real Estate Select Trust Class U (KRSOX) PS | Spouse | P | February 4, 2026 | $1,001 - $15,000 | March 21, 2026 filing 20034195, p. 1 |
| KRSOX | KKR Real Estate Select Trust Class U (KRSOX) PS | Spouse | P | January 5, 2026 | $1,001 - $15,000 | February 17, 2026 filing 20034013, p. 1 |
| none | APOLLO DEBT SOLUTIONS BDC CLASS S OT | Spouse | P | December 30, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 1 |
| none | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | Spouse | P | December 30, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | Fannie Mae Note 9/24/26 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 1 |
| none | US TSY NOTE 02/15/33 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY NOTE 02/15/28 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY NOTE 02/15/30 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY NOTE 02/15/31 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY NOTE 02/15/32 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY NOTE 02/15/34 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 2 |
| none | US TSY NOTE 02/28/27 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 05/15/32 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 05/31/30 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 08/15/27 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 08/15/29 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 08/15/31 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 08/15/33 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 11/15/29 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 11/15/31 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 3 |
| none | US TSY NOTE 11/15/32 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 4 |
| none | US TSY NOTE 11/15/33 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 4 |
| none | US TSY NOTE 11/15/34 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 4 |
| none | US TSY NOTE 11/30/26 GS | Spouse | S (partial) | December 22, 2025 | $1,001 - $15,000 | February 5, 2026 filing 20033927, p. 4 |
| none | Fannie Mae Note 9/24/26 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 1 |
| none | KKR Real Estate Select Trust Class U PS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 1 |
| none | US TSY DUE 05/15/34 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 1 |
| none | US TSY DUE 11/15/34 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 02/15/26 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 02/15/32 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 02/15/33 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 02/15/34 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 02/15/35 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 05/15/32 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 05/15/35 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 2 |
| none | US TSY NOTE 08/15/31 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 3 |
| none | US TSY NOTE 08/15/33 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 3 |
| none | US TSY NOTE 08/31/30 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 3 |
| none | US TSY NOTE 11/15/31 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 3 |
| none | US TSY NOTE 11/15/32 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 3 |
| none | US TSY NOTE 11/15/33 GS | Spouse | P | December 2, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 3 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | December 1, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033800, p. 1 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | November 28, 2025 | $1,001 - $15,000 | December 29, 2025 filing 20033694, p. 1 |
| none | US Treasury Note 11/15/2025 GS | Spouse | S | November 17, 2025 | $1,001 - $15,000 | December 29, 2025 filing 20033694, p. 1 |
| none | US Treasury Note 11/15/2025 GS | Spouse | S | November 17, 2025 | $1,001 - $15,000 | December 29, 2025 filing 20033694, p. 1 |
| none | US Treasury Note 11/15/2025 GS | Spouse | S | November 17, 2025 | $1,001 - $15,000 | December 29, 2025 filing 20033694, p. 1 |
| none | KKR Real Estate Select Trust Class U RS | Spouse | P | November 4, 2025 | $1,001 - $15,000 | December 29, 2025 filing 20033694, p. 1 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | October 30, 2025 | $1,001 - $15,000 | December 4, 2025 filing 20033579, p. 1 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | October 29, 2025 | $1,001 - $15,000 | December 4, 2025 filing 20033579, p. 1 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | October 1, 2025 | $1,001 - $15,000 | October 31, 2025 filing 20033379, p. 1 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | September 29, 2025 | $1,001 - $15,000 | October 31, 2025 filing 20033379, p. 1 |
| none | SL Partners VII iCapital LP HN | Spouse | P | September 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| none | KKR Real Estate Select Trust Class U HN | Spouse | P | August 29, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 9 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | August 27, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 12 |
| none | US Treasury Note 11/15/2025 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/30/2026 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2028 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2033 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2035 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 5/15/2028 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 8/15/2027 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2028 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2029 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/31/2030 GS | Spouse | P | August 25, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| none | SL Partners VII iCapital LP HN | Spouse | P | August 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | August 1, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | August 1, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 3 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | July 31, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | July 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 12 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | June 26, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 12 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | June 2, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
| none | Fannie Mae Note 9/24/2026 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 6 |
| none | KKR Real Estate Select Trust Class U HN | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 9 |
| none | US Treasury Note 11/15/2025 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2029 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2032 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 11/15/2033 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 11/15/2034 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 11/15/31 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 11/30/2026 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 2/15/2026 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2029 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2030 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2031 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2032 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2033 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2034 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2035 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 2/15/28 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 2/28/2027 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 5/15/2028 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 5/15/2032 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 5/15/2034 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 5/31/2027 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 5/31/2030 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 6/15/2025 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2025 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2027 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2028 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2029 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2031 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2033 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| none | US Treasury Note 8/31/2030 GS | Spouse | P | May 30, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | May 28, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 13 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | May 1, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | April 28, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 13 |
| none | SL Partners VII (ICapital) Fund HN | Spouse | P | April 22, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | April 1, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
| none | KKR Real Estate Select Trust Class U PS | Spouse | P | March 31, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 9 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | March 27, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 13 |
| MO | Altria Group, Inc. (MO) ST | Spouse | S | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 1 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | S | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 5 |
| none | Fannie Mae Note 9/24/26 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 6 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) ST | Spouse | S | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 11 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | S | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2025 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2029 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2031 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2032 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 17 |
| none | US Treasury Note 11/15/2033 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 11/15/2034 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 11/30/2026 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 18 |
| none | US Treasury Note 2/15/2026 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2028 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2029 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2030 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 19 |
| none | US Treasury Note 2/15/2031 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2032 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2033 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 20 |
| none | US Treasury Note 2/15/2034 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 2/28/2027 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 4/30/2025 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 5/15/2028 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 21 |
| none | US Treasury Note 5/15/2032 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 5/15/2034 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 5/31/2027 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 22 |
| none | US Treasury Note 5/31/2030 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2025 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2027 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 23 |
| none | US Treasury Note 8/15/2028 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2029 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2031 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/15/2033 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 24 |
| none | US Treasury Note 8/31/2030 GS | Spouse | P | March 19, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 1 |
| AMX | America Movil, S.A.B. de C.V. American Depositary Shares (AMX) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 1 |
| AHCHY | Anhui Conch Cement Unsponsored ADR representing Shares -H- (AHCHY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 1 |
| ASX | ASE Technology Holding Co., Ltd. American Depositary Shares (ASX) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 3 |
| ASMVY | ASMPT LIMITED UNSP/ADR (ASMVY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 3 |
| BDORY | Banco Do Brasil SA Sponsored ADR (BDORY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 3 |
| BBSEY | BB Seguridade Participacoes SA Sponsored ADR (BBSEY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 4 |
| BDVSY | Bidvest Group Ltd Sponsored ADR New (BDVSY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 4 |
| CX | Cemex, S.A.B. de C.V. Sponsored ADR (CX) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 4 |
| CICHY | China Construction Bank Corporation Unsponsored ADR representing H shares (CICHY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 5 |
| CIHKY | China Merchants Bank Co Ltd American Depository Receipt (CIHKY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 5 |
| CINF | Cincinnati Financial Corporation - Common Stock (CINF) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 5 |
| CCI | Crown Castle Inc. Common Stock (CCI) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 5 |
| DEO | Diageo plc Common Stock (DEO) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 6 |
| EGIEY | ENGIE BRASIL ENE SA S/ADR (EGIEY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 6 |
| GOFPY | Greek Organisation of Football Prognostics SA Unsponsored ADR (GOFPY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 7 |
| GBOOY | Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 7 |
| HEGIY | Hengan International Group Company Limited Unsponsored ADR (HEGIY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 7 |
| HIMX | Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. (HIMX) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 7 |
| INFY | Infosys Limited American Depositary Shares (INFY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 8 |
| JD | JD.com, Inc. - American Depositary Shares (JD) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 8 |
| KPCPY | KASIKORNBANK PCL UNSP/ADR (KPCPY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 9 |
| KB | KB Financial Group Inc (KB) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 9 |
| KCDMY | Kimberly-Clark De Mexico S A B de C V Sponsored ADR (KCDMY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 9 |
| KT | KT Corporation Common Stock (KT) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 10 |
| LNVGY | Lenovo Group Ltd Sponsored ADR (LNVGY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 10 |
| LTGHY | Life Healthcare Group Holdings Ltd Unsponsored ADR (LTGHY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 10 |
| MGYOY | Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A (MGYOY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 10 |
| NDBKY | Nedbank Group Limited Sponsored ADR (NDBKY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 11 |
| NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 11 |
| PBR | Petroleo Brasileiro S.A. Petrobras ADS (PBR) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 13 |
| PIAIF | Ping An Insurance Co Ltd Shares H (PIAIF) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 13 |
| PTAIY | Pt Astra International TBK Unsponsored ADR (PTAIY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 14 |
| PPERY | PT Bank Mandiri Persero TBK Unsponsored ADR (PPERY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 14 |
| TLK | PT Telekomunikasi Indonesia, Tbk (TLK) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 14 |
| PUTKY | PT United Tractors Unsponsored ADR (PUTKY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 14 |
| SLLDY | Sanlam Ltd Sponsored ADR (SLLDY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 14 |
| SLB | Schlumberger N.V. Common Stock (SLB) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 14 |
| SHG | Shinhan Financial Group Co Ltd American Depositary Shares (SHG) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| SHTDY | Sinopharm Group Co. Ltd Unsponsored ADR (SHTDY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| SQM | Sociedad Quimica y Minera S.A. Common Stock (SQM) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| SGBLY | Standard Bank Group Limited Sponsored ADR (SGBLY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 15 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 16 |
| TCEHY | TENCENT HLDGS UNSP/ADR (TCEHY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 16 |
| TX | Ternium S.A. Ternium S.A. American Depositary Shares (TX) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 16 |
| TCYMY | Tingyi Cayman Islands Hldgs Cp Sponsored ADR (TCYMY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 16 |
| UL | Unilever PLC Common Stock (UL) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 16 |
| VALE | VALE S.A. American Depositary Shares Each Representing one common share (VALE) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| PETRY | VIBRA ENERGIA UNSP/ADR (PETRY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| VDMCY | VODACOM GROUP LTD S/ADR (VDMCY) ST | Spouse | S | March 18, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 25 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | March 3, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 12 |
| none | iCapital-Arctos Sports Partners Fund II HN | Spouse | P | February 27, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 7 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | February 26, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 12 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | February 3, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
| none | Oaktree Strategic Credit Fund Class S OT | Spouse | P | February 3, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 12 |
| none | Apollo Debt Solutions BDC Class S OT | Spouse | P | January 6, 2025 | $1,001 - $15,000 | October 5, 2025 filing 20032149, p. 2 |
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 22, 2026 Periodic transaction report (2026), filing 20035489 itemised above
- August 13, 2026 Annual report (FD Original) (2025), filing 10075607 itemised above
- July 27, 2026 Periodic transaction report (2026), filing 20035007 itemised above
- June 9, 2026 Periodic transaction report (2026), filing 20034496 itemised above
- April 16, 2026 Periodic transaction report (2026), filing 20034346 itemised above
- April 14, 2026 Extension request (2025), filing 30026973
- March 21, 2026 Periodic transaction report (2026), filing 20034195 itemised above
- February 17, 2026 Periodic transaction report (2026), filing 20034013 itemised above
- February 5, 2026 Periodic transaction report (2026), filing 20033927 itemised above
- January 14, 2026 Periodic transaction report (2026), filing 20033800 itemised above
- December 29, 2025 Periodic transaction report (2025), filing 20033694 itemised above
- December 4, 2025 Periodic transaction report (2025), filing 20033579 itemised above
- October 31, 2025 Periodic transaction report (2025), filing 20033379 itemised above
- October 5, 2025 Periodic transaction report (2025), filing 20032149 itemised above
- October 5, 2025 Annual report amendment (FD Amendment) (2024), filing 10072601
- October 5, 2025 Annual report amendment (FD Amendment) (2024), filing 10072580
- August 13, 2025 New filer report (2024), filing 10066936
- April 29, 2025 Extension request (2024), filing 30022918
- March 27, 2024 Candidate report (2024), filing 10056896
- February 21, 2024 Extension request (2024), filing 30019610
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