House · STOCK Act filer
Sheri Biggs
RepublicanSC-3In office
12 reports, first Oct 5, 2025, latest Sep 22, 2026. Trades reported by the member, a spouse, a joint account or a dependent child; the owner is shown on each row.
Trades disclosed
265
159 purchases, 106 sales
Amount, all trades
$6.7M to $20M
the sum of the ranges filed
Track record
Not enough data
Fewer than three disclosed stock purchases with six months of prices.
Median 6-month excess
-
needs three settled purchases, has 0
Trades
Every row from this member’s reports, newest filing first, the last 200 shown.
| Trade | Asset | Reported range | Trade / filing date | Owner | Source |
|---|---|---|---|---|---|
| Purchase | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP · HN | $1,001 to $15k | Aug 31 / Sep 22 22 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Aug 28 / Sep 22 25 days after the trade | Spouse | Clerk |
| Sale | Bank of Nova Scotia · CS | $500k to $1.0M | Aug 19 / Sep 22 34 days after the trade | Spouse | Clerk |
| Purchase | Bank of Nova Scotia · CS | $500k to $1.0M | Sep 1 / Sep 22 21 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Jun 30 / Jul 27 27 days after the trade | Spouse | Clerk |
| Purchase | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP · HN | $1,001 to $15k | Apr 28 / Jun 9 42 days after the trade | Spouse | Clerk |
| Purchase | APOLLO DEBT SOLUTIONS BDC CLASS S · OT | $1,001 to $15k | May 1 / Jun 9 39 days after the trade | Spouse | Clerk |
| Purchase | KKR Real Estate Select Trust Class U · PS | $1,001 to $15k | May 29 / Jun 9 11 days after the trade | Spouse | Clerk |
| Purchase | OAKTREE STRATEGIC CREDIT FUND CLASS S · OT | $1,001 to $15k | May 27 / Jun 9 13 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Mar 3 / Apr 16 44 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Mar 27 / Apr 16 20 days after the trade | Spouse | Clerk |
| Purchase | IBIT iShares Bitcoin Trust ETF | $100k to $250k | Mar 4 / Apr 16 43 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Mar 30 / Apr 16 17 days after the trade | Spouse | Clerk |
| Purchase | APOLLO DEBT SOLUTIONS BDC CLASS S · OT | $1,001 to $15k | Feb 4 / Mar 21 45 days after the trade | Spouse | Clerk |
| Sale | BARCLAYS BANK PLC TAR-SS INTL BASKET · CS | $100k to $250k | Feb 19 / Mar 21 30 days after the trade | Spouse | Clerk |
| Purchase | KRSOX KKR Real Estate Select Trust Class U · PS | $1,001 to $15k | Feb 4 / Mar 21 45 days after the trade | Spouse | Clerk |
| Purchase | OAKTREE STRATEGIC CREDIT FUND CLASS S · OT | $1,001 to $15k | Feb 27 / Mar 21 22 days after the trade | Spouse | Clerk |
| Purchase | OAKTREE STRATEGIC CREDIT FUND CLASS S · OT | $1,001 to $15k | Feb 6 / Mar 21 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY BOND DUE 02/15/36 · GS | $15k to $50k | Feb 18 / Mar 21 31 days after the trade | Spouse | Clerk |
| Sale | US TSY DUE 02/15/26 · GS | $1,001 to $15k | Feb 15 / Mar 21 34 days after the trade | Spouse | Clerk |
| Sale | US TSY NOTE DUE 02/15/26 · GS | $15k to $50k | Feb 17 / Mar 21 32 days after the trade | Spouse | Clerk |
| Purchase | KRSOX KKR Real Estate Select Trust Class U · PS | $1,001 to $15k | Jan 5 / Feb 17 43 days after the trade | Spouse | Clerk |
| Purchase | APOLLO DEBT SOLUTIONS BDC CLASS S · OT | $1,001 to $15k | Dec 30, 2025 / Feb 5 37 days after the trade | Spouse | Clerk |
| Purchase | BANK OF NOVA SCOTIA · CS | $50k to $100k | Dec 31, 2025 / Feb 5 36 days after the trade | Joint | Clerk |
| Purchase | BNP PARIBAS · CS | $50k to $100k | Dec 31, 2025 / Feb 5 36 days after the trade | Joint | Clerk |
| Purchase | COATUE INNOVATION FUND · HN | $250k to $500k | Dec 26, 2025 / Feb 5 41 days after the trade | Spouse | Clerk |
| Partial sale | Fannie Mae Note 9/24/26 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Purchase | OAKTREE STRATEGIC CREDIT FUND CLASS S · OT | $1,001 to $15k | Dec 30, 2025 / Feb 5 37 days after the trade | Spouse | Clerk |
| Purchase | ICAPITAL SL PARTNERS VII , L.P. FUND · HN | $50k to $100k | Dec 26, 2025 / Feb 5 41 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/15/33 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/15/28 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/15/30 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/15/31 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/15/32 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/15/34 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 02/28/27 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 05/15/32 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 05/31/30 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 08/15/27 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 08/15/29 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 08/15/31 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 08/15/33 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 11/15/29 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 11/15/31 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 11/15/32 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 11/15/33 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 11/15/34 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Partial sale | US TSY NOTE 11/30/26 · GS | $1,001 to $15k | Dec 22, 2025 / Feb 5 45 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Dec 1, 2025 / Jan 14 44 days after the trade | Spouse | Clerk |
| Purchase | Fannie Mae Note 9/24/26 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | KKR Real Estate Select Trust Class U · PS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Sale | UBS AG · CS | $15k to $50k | Dec 12, 2025 / Jan 14 33 days after the trade | Joint | Clerk |
| Purchase | US TSY DUE 05/15/34 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY DUE 11/15/34 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 02/15/26 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 02/15/32 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 02/15/33 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 02/15/34 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 02/15/35 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 05/15/32 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 05/15/35 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 08/15/31 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 08/15/33 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 08/31/30 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 11/15/31 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 11/15/32 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | US TSY NOTE 11/15/33 · GS | $1,001 to $15k | Dec 2, 2025 / Jan 14 43 days after the trade | Spouse | Clerk |
| Purchase | KKR Real Estate Select Trust Class U · RS | $1,001 to $15k | Nov 4, 2025 / Dec 29, 2025 55 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Nov 28, 2025 / Dec 29, 2025 31 days after the trade | Spouse | Clerk |
| Sale | US Treasury Note 11/15/2025 · GS | $1,001 to $15k | Nov 17, 2025 / Dec 29, 2025 42 days after the trade | Spouse | Clerk |
| Sale | US Treasury Note 11/15/2025 · GS | $1,001 to $15k | Nov 17, 2025 / Dec 29, 2025 42 days after the trade | Spouse | Clerk |
| Sale | US Treasury Note 11/15/2025 · GS | $1,001 to $15k | Nov 17, 2025 / Dec 29, 2025 42 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Oct 29, 2025 / Dec 4, 2025 36 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Oct 30, 2025 / Dec 4, 2025 35 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Oct 1, 2025 / Oct 31, 2025 30 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Sep 29, 2025 / Oct 31, 2025 32 days after the trade | Spouse | Clerk |
| Sale | APD Air Products and Chemicals, Inc. Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | MO Altria Group, Inc. | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | AMX America Movil, S.A.B. de C.V. American Depositary Shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | AHCHY Anhui Conch Cement Unsponsored ADR representing Shares -H | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Jan 6, 2025 / Oct 5, 2025 272 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Feb 3, 2025 / Oct 5, 2025 244 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Apr 1, 2025 / Oct 5, 2025 187 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | May 1, 2025 / Oct 5, 2025 157 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Jun 2, 2025 / Oct 5, 2025 125 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Aug 1, 2025 / Oct 5, 2025 65 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S | $1,001 to $15k | Jul 31, 2025 / Oct 5, 2025 66 days after the trade | Spouse | Clerk |
| Purchase | Apollo Debt Solutions BDC Class S · OT | $1,001 to $15k | Aug 1, 2025 / Oct 5, 2025 65 days after the trade | Spouse | Clerk |
| Sale | AAPL Apple Inc. - Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | ASX ASE Technology Holding Co., Ltd. American Depositary Shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | ASMVY ASMPT LIMITED UNSP/ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | BDORY Banco Do Brasil SA Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | Bank of Nova Scotia · CS | $500k to $1.0M | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | Bank of Nova Scotia · CS | $250k to $500k | May 27, 2025 / Oct 5, 2025 131 days after the trade | Spouse | Clerk |
| Purchase | Bank of Nova Scotia · CS | $250k to $500k | Mar 26, 2025 / Oct 5, 2025 193 days after the trade | Spouse | Clerk |
| Sale | Bank of Nova Scotia Finance · CS | $100k to $250k | Mar 14, 2025 / Oct 5, 2025 205 days after the trade | Spouse | Clerk |
| Sale | BBSEY BB Seguridade Participacoes SA Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | BRK.B Berkshire Hathaway Inc. New Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | BDVSY Bidvest Group Ltd Sponsored ADR New | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Partial sale | BLK BlackRock, Inc. Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | CX Cemex, S.A.B. de C.V. Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SCHW Charles Schwab Corporation | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | CVX Chevron Corporation Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | CICHY China Construction Bank Corporation Unsponsored ADR representing H shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | CIHKY China Merchants Bank Co Ltd American Depository Receipt | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | CINF Cincinnati Financial Corporation - Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | CSCO Cisco Systems, Inc. - Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | CMCSA Comcast Corporation - Class A Common Stock | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | Crown Castle Inc. Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | DEO Diageo plc Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | D Dominion Energy, Inc. Common Stock | $15k to $50k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | EGIEY ENGIE BRASIL ENE SA S/ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | Fannie Mae Note 9/24/2026 · GS | $1,001 to $15k | May 30, 2025 / Oct 5, 2025 128 days after the trade | Spouse | Clerk |
| Purchase | Fannie Mae Note 9/24/26 · GS | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | FAST Fastenal Company - Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | FIS Fidelity National Information Services, Inc. Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | GOFPY Greek Organisation of Football Prognostics SA Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | HEGIY Hengan International Group Company Limited Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | HIMX Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | HSBC USA · CS | $250k to $500k | Mar 27, 2025 / Oct 5, 2025 192 days after the trade | Spouse | Clerk |
| Purchase | iCapital-Arctos Sports Partners Fund II · HN | $1,001 to $15k | Feb 27, 2025 / Oct 5, 2025 220 days after the trade | Spouse | Clerk |
| Purchase | Icapital-Arctos Sports Partners Fund II Access Fund LP · HN | $15k to $50k | Jun 4, 2025 / Oct 5, 2025 123 days after the trade | Spouse | Clerk |
| Sale | INFY Infosys Limited American Depositary Shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | IBIT iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF · ET | $100k to $250k | Jul 9, 2025 / Oct 5, 2025 88 days after the trade | Spouse | Clerk |
| Sale | JD JD.com, Inc. - American Depositary Shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | JNJ Johnson & Johnson Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | JP Morgan Chase Finance · CS | $500k to $1.0M | Mar 14, 2025 / Oct 5, 2025 205 days after the trade | Spouse | Clerk |
| Purchase | JP Morgan Chase Finance · CS | $250k to $500k | Mar 27, 2025 / Oct 5, 2025 192 days after the trade | Spouse | Clerk |
| Purchase | JP Morgan Chase Finance · CS | $250k to $500k | Mar 26, 2025 / Oct 5, 2025 193 days after the trade | Spouse | Clerk |
| Purchase | JP Morgan Chase Finance · CS | $250k to $500k | Mar 17, 2025 / Oct 5, 2025 202 days after the trade | Spouse | Clerk |
| Purchase | JP Morgan Chase Finance · CS | $250k to $500k | Apr 15, 2025 / Oct 5, 2025 173 days after the trade | Spouse | Clerk |
| Sale | KPCPY KASIKORNBANK PCL UNSP/ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | KB KB Financial Group Inc | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | KCDMY Kimberly-Clark De Mexico S A B de C V Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | KKR Real Estate Select Trust Class U · PS | $1,001 to $15k | Mar 31, 2025 / Oct 5, 2025 188 days after the trade | Spouse | Clerk |
| Purchase | KKR Real Estate Select Trust Class U · HN | $1,001 to $15k | May 30, 2025 / Oct 5, 2025 128 days after the trade | Spouse | Clerk |
| Purchase | KKR Real Estate Select Trust Class U · HN | $1,001 to $15k | Aug 29, 2025 / Oct 5, 2025 37 days after the trade | Spouse | Clerk |
| Sale | KT KT Corporation Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | LNVGY Lenovo Group Ltd Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | LTGHY Life Healthcare Group Holdings Ltd Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | LOW Lowe's Companies, Inc. Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | MRK Merck & Company, Inc. Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | MSFT Microsoft Corporation - Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | MGYOY Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | Morgan Stanley Finance · CS | $250k | Mar 26, 2025 / Oct 5, 2025 193 days after the trade | Spouse | Clerk |
| Purchase | Morgan Stanley Finance · CS | $1.0M to $5.0M | Mar 27, 2025 / Oct 5, 2025 192 days after the trade | Spouse | Clerk |
| Purchase | Morgan Stanley Finance · CS | $250k to $500k | Mar 14, 2025 / Oct 5, 2025 205 days after the trade | Spouse | Clerk |
| Sale | NDBKY Nedbank Group Limited Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | NSRGY NESTLE S.A S/ADR | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | NTDOY Nintendo Co Ltd ADR | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | NSC Norfolk Southern Corporation Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | NOC Northrop Grumman Corporation Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Feb 3, 2025 / Oct 5, 2025 244 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Feb 26, 2025 / Oct 5, 2025 221 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Mar 3, 2025 / Oct 5, 2025 216 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Aug 27, 2025 / Oct 5, 2025 39 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Jul 30, 2025 / Oct 5, 2025 67 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Jun 26, 2025 / Oct 5, 2025 101 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | May 28, 2025 / Oct 5, 2025 130 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Mar 27, 2025 / Oct 5, 2025 192 days after the trade | Spouse | Clerk |
| Purchase | Oaktree Strategic Credit Fund Class S · OT | $1,001 to $15k | Apr 28, 2025 / Oct 5, 2025 160 days after the trade | Spouse | Clerk |
| Sale | PAYX Paychex, Inc. - Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | PBR Petroleo Brasileiro S.A. Petrobras ADS | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | PM Philip Morris International Inc Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | PIAIF Ping An Insurance Co Ltd Shares H | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | PGR Progressive Corporation | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | PTAIY Pt Astra International TBK Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | PPERY PT Bank Mandiri Persero TBK Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | TLK PT Telekomunikasi Indonesia, Tbk | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | PUTKY PT United Tractors Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SLLDY Sanlam Ltd Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SLB Schlumberger N.V. Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SHG Shinhan Financial Group Co Ltd American Depositary Shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SHTDY Sinopharm Group Co. Ltd Unsponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Purchase | SL Partners VII (ICapital) Fund · HN | $1,001 to $15k | Apr 22, 2025 / Oct 5, 2025 166 days after the trade | Spouse | Clerk |
| Purchase | SL Partners VII (ICapital) Fund · HN | $15k to $50k | Jan 6, 2025 / Oct 5, 2025 272 days after the trade | Spouse | Clerk |
| Purchase | SL Partners VII iCapital LP · HN | $1,001 to $15k | Aug 18, 2025 / Oct 5, 2025 48 days after the trade | Spouse | Clerk |
| Purchase | SL Partners VII iCapital LP · HN | $1,001 to $15k | Sep 18, 2025 / Oct 5, 2025 17 days after the trade | Spouse | Clerk |
| Sale | SQM Sociedad Quimica y Minera S.A. Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SGBLY Standard Bank Group Limited Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | SBUX Starbucks Corporation - Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | TEL TE Connectivity plc Ordinary Shares | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | TCEHY TENCENT HLDGS UNSP/ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | TX Ternium S.A. Ternium S.A. American Depositary Shares | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | TXN Texas Instruments Incorporated - Common Stock | $15k to $50k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Sale | TCYMY Tingyi Cayman Islands Hldgs Cp Sponsored ADR | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | UL Unilever PLC Common Stock | $1,001 to $15k | Mar 18, 2025 / Oct 5, 2025 201 days after the trade | Spouse | Clerk |
| Sale | UPS United Parcel Service, Inc. Common Stock | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2025 · GS | $1,001 to $15k | Aug 25, 2025 / Oct 5, 2025 41 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2025 · GS | $1,001 to $15k | May 30, 2025 / Oct 5, 2025 128 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2025 · GS | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2029 · GS | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2029 · GS | $1,001 to $15k | May 30, 2025 / Oct 5, 2025 128 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2031 · GS | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2032 · GS | $1,001 to $15k | Mar 19, 2025 / Oct 5, 2025 200 days after the trade | Spouse | Clerk |
| Purchase | US Treasury Note 11/15/2032 · GS | $1,001 to $15k | May 30, 2025 / Oct 5, 2025 128 days after the trade | Spouse | Clerk |
By stock
Common stock with a ticker, most traded first.
| Stock | Buys / sells | Amount |
|---|---|---|
| IBIT iShares Bitcoin Trust ETF | 1 / 0 | $100k to $250k |
| APD Air Products and Chemicals, Inc. Common Stock | 0 / 1 | $15k to $50k |
| AAPL Apple Inc. - Common Stock | 0 / 1 | $15k to $50k |
| BRK.B Berkshire Hathaway Inc. New Common Stock | 0 / 1 | $15k to $50k |
| BLK BlackRock, Inc. Common Stock | 0 / 1 | $15k to $50k |
| SCHW Charles Schwab Corporation | 0 / 1 | $15k to $50k |
| CVX Chevron Corporation Common Stock | 0 / 1 | $15k to $50k |
| CSCO Cisco Systems, Inc. - Common Stock | 0 / 1 | $15k to $50k |
| D Dominion Energy, Inc. Common Stock | 0 / 1 | $15k to $50k |
| FAST Fastenal Company - Common Stock | 0 / 1 | $15k to $50k |
| FIS Fidelity National Information Services, Inc. Common Stock | 0 / 1 | $15k to $50k |
| JNJ Johnson & Johnson Common Stock | 0 / 1 | $15k to $50k |
| LOW Lowe's Companies, Inc. Common Stock | 0 / 1 | $15k to $50k |
| MRK Merck & Company, Inc. Common Stock | 0 / 1 | $15k to $50k |
| MSFT Microsoft Corporation - Common Stock | 0 / 1 | $15k to $50k |
| NTDOY Nintendo Co Ltd ADR | 0 / 1 | $15k to $50k |
| NSC Norfolk Southern Corporation Common Stock | 0 / 1 | $15k to $50k |
| NOC Northrop Grumman Corporation Common Stock | 0 / 1 | $15k to $50k |
| PAYX Paychex, Inc. - Common Stock | 0 / 1 | $15k to $50k |
| PM Philip Morris International Inc Common Stock | 0 / 1 | $15k to $50k |
| PGR Progressive Corporation | 0 / 1 | $15k to $50k |
| SBUX Starbucks Corporation - Common Stock | 0 / 1 | $15k to $50k |
| TEL TE Connectivity plc Ordinary Shares | 0 / 1 | $15k to $50k |
| TXN Texas Instruments Incorporated - Common Stock | 0 / 1 | $15k to $50k |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | 0 / 1 | $1,001 to $15k |
Reports
The source documents, newest first.
- Sep 22, 2026House Clerk · 4 rows
- Jul 27, 2026House Clerk · 1 row
- Jun 9, 2026House Clerk · 4 rows
- Apr 16, 2026House Clerk · 4 rows
- Mar 21, 2026House Clerk · 8 rows
- Feb 17, 2026House Clerk · 1 row
- Feb 5, 2026House Clerk · 26 rows
- Jan 14, 2026House Clerk · 19 rows
- Dec 29, 2025House Clerk · 5 rows
- Dec 4, 2025House Clerk · 2 rows
- Oct 31, 2025House Clerk · 2 rows
- Oct 5, 2025House Clerk · 189 rows
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.