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Government Tracker

Sheri Biggs

House
Chamber
South Carolina District 3
Represents
258
Trades on record
+6.3%
Avg return, 30d
-2.2%
Avg return, 90d
-8.9%
Avg return, 180d

Disclosed holdings

95 assets, filed Aug 13, 2026 (FD Original).
GBOOY (GBOOY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
TSM (TSM) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
APOLLO DEBT SOLUTIONS BDC CLASS S Other $1,000,000
BARCLAYS BANK PLC TAR-SS INTL BASKET Bank/brokerage account $250,000
BNP PARIBAS Corporate bond · UBS Financial Services, Inc. UBS Financial Services, JT None
BNS Bank of Nova Scotia · Corporate bond $1,000,000
BNS Bank of Nova Scotia · Corporate bond $500,000
BNS Bank of Nova Scotia · Corporate bond $1,000,000
COATUE INNOVATION FUND Hedge fund $250,000
Canadian Imperial Bank of Commerce Corporate bond · UBS Financial Services, Inc. UBS Financial Services, JT $15,001 - $50,000
Citizens Bank Bank/brokerage account · Joint $1,001 - $15,000
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
Cresent Indemnity Company LTD Other liability · Spouse None
DEO Diageo plc Common Stock (DEO) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
Fannie Mae Note 9/24/26 [GS] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
FIS Fidelity National Information Services, Inc. Common Stock (FIS) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
HMR of Maryland Other liability · Spouse None
HSBC USA Corporate bond $1,000,000
ICAP ARCTOS SPORTS PARTNERS Hedge fund $500,000
JD JD.com, Inc. - American Depositary Shares (JD) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
JP Morgan Chase Finance Corporate bond $1,000,000
JP Morgan Chase Finance Corporate bond $1,000,000
JP Morgan Chase Finance Corporate bond $500,000
JP Morgan Chase Finance Corporate bond $1,000,000
JP Morgan Chase Finance Corporate bond $1,000,000
KCDMY KIMBERLY-CLARK MEX S/ADR (KCDMY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
KKR REAL ESTATE SELECT TRUST- CLASS U RF $500,000
MGYOY Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A (MGYOY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
Morgan Stanley Finance Corporate bond $1,000,000
Morgan Stanley Finance Corporate bond $1,000,000
Morgan Stanley Finance Corporate bond $500,000
Morgan Stanley Finance Corporate bond $1,000,000
NSRGY NESTLE S.A S/ADR (NSRGY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
OAKTREE STRATEGIC CREDIT FUND CLASS S Other $1,000,000
PH Healthcare Services, Inc. Other liability · Spouse None
PIMCO RealPath Blend Income Fund Class Institutional $1,000,000
PNGAY Ping An Insurance (PNGAY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
Pinnacle Bank Bank/brokerage account · Spouse $15,001 - $50,000
CIHKY Receipt (CIHKY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
Renasant Bank Bank/brokerage account · Joint $1,001 - $15,000
SC 2024 Revitalization Tax Credit Fund, LLC Other liability · Spouse $250,001 - $500,000
ICAPITAL SL Partners VII · Hedge fund $500,000
BABA Shares each representing eight Ordinary share (BABA) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
SQM Sociedad Quimica y Minera S.A. Common Stock (SQM) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
South State Bank Bank/brokerage account · Joint $15,001 - $50,000
SGBLY Standard Bank Group Limited Sponsored ADR (SGBLY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
TX Ternium S.A. Ternium S.A. American Depositary Shares (TX) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
UBS AG Corporate bond · UBS Financial Services, Inc. UBS Financial Services, JT $1,001 - $15,000
UBS Bank USA [BA] ⇒ · W.S.B Trust UBS Financial Services 26 SP None
UBS Bank USA [BA] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
UBS Bank USA [BA] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
UBS Bank USA [BA] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
US Treasury Notes (various maturities) Government security $1,000,000
USAA Bank Bank/brokerage account $1,001 - $15,000
VDMCY VODACOM GROUP LTD S/ADR (VDMCY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
[ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
[ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
[ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
[ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP None
[ST] ⇒ · W.S.B Trust UBS Financial Services Inc 36 SP $1 - $1,000
iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF Crypto $250,000
VALE one common share (VALE) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
NTES representing 5 ordinary shares (NTES) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
CICHY representing H shares (CICHY) [ST] ⇒ · W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services 26 SP None
· W.S.B Trust UBS Financial Services 26 SP None
· W.S.B Trust UBS Financial Services 26 SP $1,001 - $15,000
· W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services Inc 35 SP $1,001 - $15,000
· W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services Inc 35 SP $1,001 - $15,000
· W.S.B Trust UBS Financial Services Inc 35 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None
· W.S.B Trust UBS Financial Services Inc 36 SP None

Current holdings

IBIT Last activity: Purchase Mar 4, 2026
KRSOX Last activity: Purchase Feb 4, 2026
BNS Last activity: Purchase Dec 31, 2025
MO Last activity: Sale Mar 19, 2025
SCHW Last activity: Sale Mar 19, 2025
CMCSA Last activity: Sale Mar 19, 2025
FAST Last activity: Sale Mar 19, 2025
FIS Last activity: Sale Mar 19, 2025
JNJ Last activity: Sale Mar 19, 2025
LOW Last activity: Sale Mar 19, 2025
MRK Last activity: Sale Mar 19, 2025
MSFT Last activity: Sale Mar 19, 2025
NSRGY Last activity: Sale Mar 19, 2025
NTDOY Last activity: Sale Mar 19, 2025
NSC Last activity: Sale Mar 19, 2025
NOC Last activity: Sale Mar 19, 2025
PAYX Last activity: Sale Mar 19, 2025
PM Last activity: Sale Mar 19, 2025
PGR Last activity: Sale Mar 19, 2025
SBUX Last activity: Sale Mar 19, 2025
TEL Last activity: Sale Mar 19, 2025
TXN Last activity: Sale Mar 19, 2025
UPS Last activity: Sale Mar 19, 2025
APD Last activity: Sale Mar 18, 2025
BABA Last activity: Sale Mar 18, 2025
AMX Last activity: Sale Mar 18, 2025
AHCHY Last activity: Sale Mar 18, 2025
AAPL Last activity: Sale Mar 18, 2025
ASX Last activity: Sale Mar 18, 2025
ASMVY Last activity: Sale Mar 18, 2025
BDORY Last activity: Sale Mar 18, 2025
BBSEY Last activity: Sale Mar 18, 2025
BRK.B Last activity: Sale Mar 18, 2025
BDVSY Last activity: Sale Mar 18, 2025
BLK Last activity: Sale (partial) Mar 18, 2025
CX Last activity: Sale Mar 18, 2025
CVX Last activity: Sale Mar 18, 2025
CICHY Last activity: Sale Mar 18, 2025
CIHKY Last activity: Sale Mar 18, 2025
CINF Last activity: Sale Mar 18, 2025
CSCO Last activity: Sale Mar 18, 2025
CCI Last activity: Sale Mar 18, 2025
DEO Last activity: Sale Mar 18, 2025
D Last activity: Sale Mar 18, 2025
EGIEY Last activity: Sale Mar 18, 2025
GOFPY Last activity: Sale Mar 18, 2025
GBOOY Last activity: Sale Mar 18, 2025
HEGIY Last activity: Sale Mar 18, 2025
HIMX Last activity: Sale Mar 18, 2025
INFY Last activity: Sale Mar 18, 2025
JD Last activity: Sale Mar 18, 2025
KPCPY Last activity: Sale Mar 18, 2025
KB Last activity: Sale Mar 18, 2025
KCDMY Last activity: Sale Mar 18, 2025
KT Last activity: Sale Mar 18, 2025
LNVGY Last activity: Sale Mar 18, 2025
LTGHY Last activity: Sale Mar 18, 2025
MGYOY Last activity: Sale Mar 18, 2025
NDBKY Last activity: Sale Mar 18, 2025
NTES Last activity: Sale Mar 18, 2025
PBR Last activity: Sale Mar 18, 2025
PIAIF Last activity: Sale Mar 18, 2025
PTAIY Last activity: Sale Mar 18, 2025
PPERY Last activity: Sale Mar 18, 2025
TLK Last activity: Sale Mar 18, 2025
PUTKY Last activity: Sale Mar 18, 2025
SLLDY Last activity: Sale Mar 18, 2025
SLB Last activity: Sale Mar 18, 2025
SHG Last activity: Sale Mar 18, 2025
SHTDY Last activity: Sale Mar 18, 2025
SQM Last activity: Sale Mar 18, 2025
SGBLY Last activity: Sale Mar 18, 2025
TSM Last activity: Sale Mar 18, 2025
TCEHY Last activity: Sale Mar 18, 2025
TX Last activity: Sale Mar 18, 2025
TCYMY Last activity: Sale Mar 18, 2025
UL Last activity: Sale Mar 18, 2025
VALE Last activity: Sale Mar 18, 2025
PETRY Last activity: Sale Mar 18, 2025
VDMCY Last activity: Sale Mar 18, 2025

Top investments by return

SQM Sale Mar 18, 2025 +27.3%
JD Sale Mar 18, 2025 +25.5%
LNVGY Sale Mar 18, 2025 +22.9%
BABA Sale Mar 18, 2025 +18.8%
BDORY Sale Mar 18, 2025 +18.5%

Full activity log

DateTicker / AssetTypeAmountOversight
Jun 30, 2026 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
May 29, 2026 KKR Real Estate Select Trust Purchase $1,001 - $15,000
May 27, 2026 OAKTREE STRATEGIC CREDIT FUN Purchase $1,001 - $15,000
May 1, 2026 APOLLO DEBT SOLUTIONS BDC CL Purchase $1,001 - $15,000
Apr 28, 2026 ALPHAKEYS BLACKSTONE LIFE SC Purchase $1,001 - $15,000
Mar 30, 2026 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Mar 27, 2026 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Mar 4, 2026 IBIT Purchase $100,001 - $250,000
Mar 3, 2026 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Feb 27, 2026 OAKTREE STRATEGIC CREDIT FUN Purchase $1,001 - $15,000
Feb 19, 2026 BARCLAYS BANK PLC TAR-SS INT Sale $100,001 - $250,000
Feb 18, 2026 US TSY BOND DUE 02/15/36 Purchase $15,001 - $50,000
Feb 17, 2026 US TSY NOTE DUE 02/15/26 Sale $15,001 - $50,000
Feb 15, 2026 US TSY DUE 02/15/26 Sale $1,001 - $15,000
Feb 6, 2026 OAKTREE STRATEGIC CREDIT FUN Purchase $1,001 - $15,000
Feb 4, 2026 APOLLO DEBT SOLUTIONS BDC CL Purchase $1,001 - $15,000
Feb 4, 2026 KRSOX Purchase $1,001 - $15,000
Jan 5, 2026 KRSOX Purchase $1,001 - $15,000
Dec 31, 2025 BNS Purchase $50,001 - $100,000
Dec 31, 2025 BNP PARIBAS Purchase $50,001 - $100,000
Dec 30, 2025 APOLLO DEBT SOLUTIONS BDC CL Purchase $1,001 - $15,000
Dec 30, 2025 OAKTREE STRATEGIC CREDIT FUN Purchase $1,001 - $15,000
Dec 26, 2025 COATUE INNOVATION FUND Purchase $250,001 - $500,000
Dec 26, 2025 SL PARTNERS VII (ICAPITAL), Purchase $50,001 - $100,000
Dec 22, 2025 Fannie Mae Note 9/24/26 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/15/33 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/15/28 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/15/30 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/15/31 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/15/32 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/15/34 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 02/28/27 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 05/15/32 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 05/31/30 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 08/15/27 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 08/15/29 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 08/15/31 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 08/15/33 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 11/15/29 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 11/15/31 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 11/15/32 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 11/15/33 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 11/15/34 Sale $1,001 - $15,000
Dec 22, 2025 US TSY NOTE 11/30/26 Sale $1,001 - $15,000
Dec 12, 2025 UBS AG Sale $15,001 - $50,000
Dec 2, 2025 Fannie Mae Note 9/24/26 Purchase $1,001 - $15,000
Dec 2, 2025 KKR Real Estate Select Trust Purchase $1,001 - $15,000
Dec 2, 2025 US TSY DUE 05/15/34 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY DUE 11/15/34 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 02/15/26 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 02/15/32 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 02/15/33 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 02/15/34 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 02/15/35 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 05/15/32 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 05/15/35 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 08/15/31 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 08/15/33 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 08/31/30 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 11/15/31 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 11/15/32 Purchase $1,001 - $15,000
Dec 2, 2025 US TSY NOTE 11/15/33 Purchase $1,001 - $15,000
Dec 1, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Nov 28, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Nov 17, 2025 US Treasury Note 11/15/2025 Sale $1,001 - $15,000
Nov 4, 2025 KKR Real Estate Select Trust Purchase $1,001 - $15,000
Oct 30, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Oct 29, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Oct 1, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Sep 29, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Sep 18, 2025 SL Partners VII iCapital LP Purchase $1,001 - $15,000
Aug 29, 2025 KKR Real Estate Select Trust Purchase $1,001 - $15,000
Aug 27, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 11/15/2025 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 11/30/2026 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 2/15/2028 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 2/15/2033 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 2/15/2035 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 5/15/2028 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 8/15/2027 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 8/15/2028 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 8/15/2029 Purchase $1,001 - $15,000
Aug 25, 2025 US Treasury Note 8/31/2030 Purchase $1,001 - $15,000
Aug 18, 2025 SL Partners VII iCapital LP Purchase $1,001 - $15,000
Aug 1, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Jul 31, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Jul 30, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Jul 9, 2025 IBIT Purchase $100,001 - $250,000
Jun 26, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Jun 17, 2025 US Treasury Note 5/15/2035 Purchase $15,001 - $50,000
Jun 4, 2025 Icapital-Arctos Sports Partn Purchase $15,001 - $50,000
Jun 2, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
May 30, 2025 Fannie Mae Note 9/24/2026 Purchase $1,001 - $15,000
May 30, 2025 KKR Real Estate Select Trust Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/15/2025 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/15/2029 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/15/2032 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/15/2033 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/15/2034 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/15/31 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 11/30/2026 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2026 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2029 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2030 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2031 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2032 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2033 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2034 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/2035 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/15/28 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 2/28/2027 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 5/15/2028 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 5/15/2032 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 5/15/2034 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 5/31/2027 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 5/31/2030 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 6/15/2025 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/15/2025 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/15/2027 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/15/2028 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/15/2029 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/15/2031 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/15/2033 Purchase $1,001 - $15,000
May 30, 2025 US Treasury Note 8/31/2030 Purchase $1,001 - $15,000
May 28, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
May 27, 2025 BNS Purchase $250,001 - $500,000
May 1, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Apr 28, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Apr 22, 2025 SL Partners VII (ICapital) F Purchase $1,001 - $15,000
Apr 15, 2025 JP Morgan Chase Finance Purchase $250,001 - $500,000
Apr 1, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Mar 31, 2025 KKR Real Estate Select Trust Purchase $1,001 - $15,000
Mar 27, 2025 HSBC USA Purchase $250,001 - $500,000
Mar 27, 2025 JP Morgan Chase Finance Purchase $250,001 - $500,000
Mar 27, 2025 Morgan Stanley Finance Purchase $1,000,001 - $5,000,000
Mar 27, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Mar 26, 2025 BNS Purchase $250,001 - $500,000
Mar 26, 2025 JP Morgan Chase Finance Purchase $250,001 - $500,000
Mar 26, 2025 Morgan Stanley Finance Purchase $250,001 - $500,000
Mar 19, 2025 MO Sale $1,001 - $15,000
Mar 19, 2025 BNS Purchase $500,001 - $1,000,000
Mar 19, 2025 SCHW Sale $15,001 - $50,000
Mar 19, 2025 CMCSA Sale $1,001 - $15,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security
Mar 19, 2025 Fannie Mae Note 9/24/26 Purchase $1,001 - $15,000
Mar 19, 2025 FAST Sale $15,001 - $50,000
Mar 19, 2025 FIS Sale $15,001 - $50,000
Mar 19, 2025 JNJ Sale $15,001 - $50,000
Mar 19, 2025 LOW Sale $15,001 - $50,000
Mar 19, 2025 MRK Sale $15,001 - $50,000
Mar 19, 2025 MSFT Sale $15,001 - $50,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security
Mar 19, 2025 NSRGY Sale $1,001 - $15,000
Mar 19, 2025 NTDOY Sale $15,001 - $50,000
Mar 19, 2025 NSC Sale $15,001 - $50,000
Mar 19, 2025 NOC Sale $15,001 - $50,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security, House Committee on Foreign Affairs
Mar 19, 2025 PAYX Sale $15,001 - $50,000
Mar 19, 2025 PM Sale $15,001 - $50,000
Mar 19, 2025 PGR Sale $15,001 - $50,000
Mar 19, 2025 SBUX Sale $15,001 - $50,000
Mar 19, 2025 TEL Sale $15,001 - $50,000
Mar 19, 2025 TXN Sale $15,001 - $50,000
Mar 19, 2025 UPS Sale $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/15/2025 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/15/2029 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/15/2031 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/15/2032 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/15/2033 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/15/2034 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 11/30/2026 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2026 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2028 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2029 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2030 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2031 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2032 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2033 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/15/2034 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 2/28/2027 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 4/30/2025 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 5/15/2028 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 5/15/2032 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 5/15/2034 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 5/31/2027 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 5/31/2030 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/15/2025 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/15/2027 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/15/2028 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/15/2029 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/15/2031 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/15/2033 Purchase $1,001 - $15,000
Mar 19, 2025 US Treasury Note 8/31/2030 Purchase $1,001 - $15,000
Mar 18, 2025 APD Sale $15,001 - $50,000
Mar 18, 2025 BABA Sale $1,001 - $15,000
Mar 18, 2025 AMX Sale $1,001 - $15,000
Mar 18, 2025 AHCHY Sale $1,001 - $15,000
Mar 18, 2025 AAPL Sale $15,001 - $50,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security
Mar 18, 2025 ASX Sale $1,001 - $15,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security
Mar 18, 2025 ASMVY Sale $1,001 - $15,000
Mar 18, 2025 BDORY Sale $1,001 - $15,000
Mar 18, 2025 BBSEY Sale $1,001 - $15,000
Mar 18, 2025 BRK.B Sale $15,001 - $50,000
Mar 18, 2025 BDVSY Sale $1,001 - $15,000
Mar 18, 2025 BLK Sale $15,001 - $50,000
Mar 18, 2025 CX Sale $1,001 - $15,000
Mar 18, 2025 CVX Sale $15,001 - $50,000
Mar 18, 2025 CICHY Sale $1,001 - $15,000
Mar 18, 2025 CIHKY Sale $1,001 - $15,000
Mar 18, 2025 CINF Sale $1,001 - $15,000
Mar 18, 2025 CSCO Sale $15,001 - $50,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security
Mar 18, 2025 CCI Sale $1,001 - $15,000
Mar 18, 2025 DEO Sale $1,001 - $15,000
Mar 18, 2025 D Sale $15,001 - $50,000
Mar 18, 2025 EGIEY Sale $1,001 - $15,000
Mar 18, 2025 GOFPY Sale $1,001 - $15,000
Mar 18, 2025 GBOOY Sale $1,001 - $15,000
Mar 18, 2025 HEGIY Sale $1,001 - $15,000
Mar 18, 2025 HIMX Sale $1,001 - $15,000
Mar 18, 2025 INFY Sale $1,001 - $15,000
Mar 18, 2025 JD Sale $1,001 - $15,000
Mar 18, 2025 KPCPY Sale $1,001 - $15,000
Mar 18, 2025 KB Sale $1,001 - $15,000
Mar 18, 2025 KCDMY Sale $1,001 - $15,000
Mar 18, 2025 KT Sale $1,001 - $15,000
Mar 18, 2025 LNVGY Sale $1,001 - $15,000
Mar 18, 2025 LTGHY Sale $1,001 - $15,000
Mar 18, 2025 MGYOY Sale $1,001 - $15,000
Mar 18, 2025 NDBKY Sale $1,001 - $15,000
Mar 18, 2025 NTES Sale $1,001 - $15,000
Mar 18, 2025 PBR Sale $1,001 - $15,000
Mar 18, 2025 PIAIF Sale $1,001 - $15,000
Mar 18, 2025 PTAIY Sale $1,001 - $15,000
Mar 18, 2025 PPERY Sale $1,001 - $15,000
Mar 18, 2025 TLK Sale $1,001 - $15,000
Mar 18, 2025 PUTKY Sale $1,001 - $15,000
Mar 18, 2025 SLLDY Sale $1,001 - $15,000
Mar 18, 2025 SLB Sale $1,001 - $15,000
Mar 18, 2025 SHG Sale $1,001 - $15,000
Mar 18, 2025 SHTDY Sale $1,001 - $15,000
Mar 18, 2025 SQM Sale $1,001 - $15,000
Mar 18, 2025 SGBLY Sale $1,001 - $15,000
Mar 18, 2025 TSM Sale $1,001 - $15,000 House Committee on Science, Space, and Technology, House Committee on Homeland Security
Mar 18, 2025 TCEHY Sale $1,001 - $15,000
Mar 18, 2025 TX Sale $1,001 - $15,000
Mar 18, 2025 TCYMY Sale $1,001 - $15,000
Mar 18, 2025 UL Sale $1,001 - $15,000
Mar 18, 2025 VALE Sale $1,001 - $15,000
Mar 18, 2025 PETRY Sale $1,001 - $15,000
Mar 18, 2025 VDMCY Sale $1,001 - $15,000
Mar 17, 2025 JP Morgan Chase Finance Purchase $250,001 - $500,000
Mar 14, 2025 Bank of Nova Scotia Finance Sale $100,001 - $250,000
Mar 14, 2025 JP Morgan Chase Finance Purchase $500,001 - $1,000,000
Mar 14, 2025 Morgan Stanley Finance Purchase $250,001 - $500,000
Mar 3, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Feb 27, 2025 iCapital-Arctos Sports Partn Purchase $1,001 - $15,000
Feb 26, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Feb 3, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Feb 3, 2025 Oaktree Strategic Credit Fun Purchase $1,001 - $15,000
Jan 6, 2025 Apollo Debt Solutions BDC Cl Purchase $1,001 - $15,000
Jan 6, 2025 SL Partners VII (ICapital) F Purchase $15,001 - $50,000