Disclosed transactions
261 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Sheri Biggs
Republican — R–SC-3 · U.S. House · serving since 2025 · House Committee on Foreign Affairs, House Committee on Homeland Security, House Committee on Science, Space, and Technology · member ID B001325Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 261 11 filings · 0 paper · retained
- Net flow · 12m
- −$155K to $1.5M purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 80 across every disclosed row
- Late filings
- 177 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: purchases $3.8M–$11.1M, sales $499K–$2.2M; 25Q2: purchases $569K–$1.7M, no sales; 25Q3: purchases $119K–$535K, no sales; 25Q4: purchases $425K–$1.2M, sales $38K–$395K; 26Q1: purchases $123K–$420K, sales $116K–$315K; 26Q2: purchases $5K–$75K, no sales; 26Q3: no purchases, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 177 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | IBIT | iShares Bitcoin Trust ETF (IBIT) [ST] | Purchases $200K–$500K; sales — | 2 | 0 | $200K to $500K net accumulation | 2026-03-04 | — |
| BUY | ICAPITAL | SL PARTNERS VII (ICAPITAL), L.P. FUND [HN] | Purchases $66K–$165K; sales — | 3 | 0 | $66.0K to $165K net accumulation | 2025-12-26 | — |
| BUY | KRSOX | KKR Real Estate Select Trust Class U (KRSOX) [PS] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation | 2026-02-04 | — |
| SELL | AHCHY | Anhui Conch Cement Unsponsored ADR representing Shares -H- (AHCHY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2025-03-18 | — |
| SELL | AMX | America Movil, S.A.B. de C.V. American Depositary Shares (AMX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | ASMVY | ASMPT LIMITED UNSP/ADR (ASMVY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | ASX | ASE Technology Holding Co., Ltd. American Depositary Shares (ASX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | BBSEY | BB Seguridade Participacoes SA Sponsored ADR (BBSEY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | BDORY | Banco Do Brasil SA Sponsored ADR (BDORY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | BDVSY | Bidvest Group Ltd Sponsored ADR New (BDVSY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | CCI | Crown Castle Inc. Common Stock (CCI) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | CICHY | China Construction Bank Corporation Unsponsored ADR representing H shares (CICHY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | CIHKY | China Merchants Bank Co Ltd American Depository Receipt (CIHKY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | CINF | Cincinnati Financial Corporation - Common Stock (CINF) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 | — |
| SELL | CX | Cemex, S.A.B. de C.V. Sponsored ADR (CX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | DEO | Diageo plc Common Stock (DEO) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | EGIEY | ENGIE BRASIL ENE SA S/ADR (EGIEY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | GBOOY | Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | GOFPY | Greek Organisation of Football Prognostics SA Unsponsored ADR (GOFPY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | HEGIY | Hengan International Group Company Limited Unsponsored ADR (HEGIY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | HIMX | Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. (HIMX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | INFY | Infosys Limited American Depositary Shares (INFY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | JD | JD.com, Inc. - American Depositary Shares (JD) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | KB | KB Financial Group Inc (KB) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | KCDMY | Kimberly-Clark De Mexico S A B de C V Sponsored ADR (KCDMY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | KPCPY | KASIKORNBANK PCL UNSP/ADR (KPCPY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | KT | KT Corporation Common Stock (KT) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | LNVGY | Lenovo Group Ltd Sponsored ADR (LNVGY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | LTGHY | Life Healthcare Group Holdings Ltd Unsponsored ADR (LTGHY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | MGYOY | Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A (MGYOY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | MO | Altria Group, Inc. (MO) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 | — |
| SELL | NDBKY | Nedbank Group Limited Sponsored ADR (NDBKY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | NSRGY | NESTLE S.A S/ADR (NSRGY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 | — |
| SELL | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | PBR | Petroleo Brasileiro S.A. Petrobras ADS (PBR) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | PETRY | VIBRA ENERGIA UNSP/ADR (PETRY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | PIAIF | Ping An Insurance Co Ltd Shares H (PIAIF) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | PPERY | PT Bank Mandiri Persero TBK Unsponsored ADR (PPERY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | PTAIY | Pt Astra International TBK Unsponsored ADR (PTAIY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | PUTKY | PT United Tractors Unsponsored ADR (PUTKY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | SGBLY | Standard Bank Group Limited Sponsored ADR (SGBLY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | SHG | Shinhan Financial Group Co Ltd American Depositary Shares (SHG) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | SHTDY | Sinopharm Group Co. Ltd Unsponsored ADR (SHTDY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | SLB | Schlumberger N.V. Common Stock (SLB) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | SLLDY | Sanlam Ltd Sponsored ADR (SLLDY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | SQM | Sociedad Quimica y Minera S.A. Common Stock (SQM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | TCEHY | TENCENT HLDGS UNSP/ADR (TCEHY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | TCYMY | Tingyi Cayman Islands Hldgs Cp Sponsored ADR (TCYMY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | TLK | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | TX | Ternium S.A. Ternium S.A. American Depositary Shares (TX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | UL | Unilever PLC Common Stock (UL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 | — |
| SELL | VALE | VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | VDMCY | VODACOM GROUP LTD S/ADR (VDMCY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 | — |
| SELL | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | BLK | BlackRock, Inc. Common Stock (BLK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | CVX | Chevron Corporation Common Stock (CVX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | D | Dominion Energy, Inc. Common Stock (D) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 | — |
| SELL | FAST | Fastenal Company - Common Stock (FAST) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | FIS | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | LOW | Lowe's Companies, Inc. Common Stock (LOW) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | NOC | Northrop Grumman Corporation Common Stock (NOC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | NSC | Norfolk Southern Corporation Common Stock (NSC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | NTDOY | Nintendo Co Ltd ADR (NTDOY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | PAYX | Paychex, Inc. - Common Stock (PAYX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | PGR | Progressive Corporation (PGR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | PM | Philip Morris International Inc Common Stock (PM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | SBUX | Starbucks Corporation - Common Stock (SBUX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | TEL | TE Connectivity plc Ordinary Shares (TEL) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
| SELL | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +160dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 24far above median — median 3.2
- Share ≤ $15K bracket
- 81%small-lot profile — median 69%
- Buy share of rows
- 60%above median — median 47%
- Self-owned share
- 0%family accounts — median 97%
filings incl. 0 paper: 11distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 261 · disclosed flow · trailing 12m: $709K–$2.4Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +160dmedian days between trade date and filing date, over rows that disclose both · late filings: 177rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 17 | $143K–$570K |
| finance-insurance-realestate | 9 | $249K–$710K |
| transport-utilities | 7 | $35K–$175K |
| services | 6 | $48K–$195K |
| mining | 4 | $4K–$60K |
| retail | 4 | $46K–$165K |
| wholesale | 1 | $15K–$50K |
| no ticker disclosed coverage | 177 | $5M–$15.3M |
| ticker not resolved to an issuer coverage | 35 | $126K–$715K |
| issuer has no SIC on record coverage | 1 | $1K–$15K |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-07-27 | Oaktree Strategic Credit Fund Class S [OT] — asset type as filed: OT — asset as filed, no ticker disclosed | Purchase | $1K–$15K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Foreign Affairs · House Committee on Homeland Security · House Committee on Science, Space, and Technology
No overlaps found within the MAPPED committee jurisdictions · 48 trades touch committees outside the jurisdiction mapping (HSFA, HSHM, HSSY) — unanswerable there, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
261 rows · filed date desc · as of 2026-09-14 06:30 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | — | Oaktree Strategic Credit Fund Class S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +27d | |
| Purchase | — | KKR Real Estate Select Trust Class U [PS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +11d | |
| Purchase | — | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +13d | |
| Purchase | — | APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +39d | |
| Purchase | — | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +42d | |
| Purchase | — | Oaktree Strategic Credit Fund Class S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +17d | |
| Purchase | — | Apollo Debt Solutions BDC Class S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +20d | |
| Purchase | IBIT | iShares Bitcoin Trust ETF (IBIT) [ST] | · SP (spouse-owned) | $100K–$250K | Traded → Filed +43d | ||
| Purchase | — | Apollo Debt Solutions BDC Class S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +44d | |
| Purchase | — | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +22d | |
| Sale | — | BARCLAYS BANK PLC TAR-SS INTL BASKET [CS] | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +30d | |
| Purchase | — | US TSY BOND DUE 02/15/36 [GS] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +31d | |
| Sale | — | US TSY NOTE DUE 02/15/26 [GS] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| Sale | — | US TSY DUE 02/15/26 [GS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +34d | |
| Purchase | — | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d | |
| Purchase | — | APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Purchase | KRSOX | KKR Real Estate Select Trust Class U (KRSOX) [PS] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | KRSOX | KKR Real Estate Select Trust Class U (KRSOX) [PS] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +43d | ||
| Purchase | — | BANK OF NOVA SCOTIA [CS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +36d | |
| Purchase | — | BNP PARIBAS [CS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +36d | |
| Purchase | — | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +37d | |
| Purchase | — | APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +37d | |
| Purchase | ICAPITAL | SL PARTNERS VII (ICAPITAL), L.P. FUND [HN] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +41d | ||
| Purchase | — | COATUE INNOVATION FUND [HN] | · SP (spouse-owned) | $250K–$500K | no ticker | Traded → Filed +41d | |
| Sale | — | US TSY NOTE 08/15/31 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/15/31 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/28/27 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 11/15/29 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 05/31/30 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | Fannie Mae Note 9/24/26 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 08/15/29 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 11/15/31 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 08/15/33 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/15/33 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/15/28 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/15/34 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 11/30/26 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 11/15/34 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 11/15/32 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/15/30 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 05/15/32 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 11/15/33 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 08/15/27 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | US TSY NOTE 02/15/32 [GS] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| Sale | — | UBS AG [CS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +33d | |
| Purchase | — | US TSY DUE 05/15/34 [GS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d | |
| Purchase | — | US TSY NOTE 11/15/33 [GS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d | |
| Purchase | — | US TSY DUE 11/15/34 [GS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d | |
| Purchase | — | US TSY NOTE 05/15/35 [GS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d | |
| Purchase | — | US TSY NOTE 02/15/35 [GS] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d |
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 261 transactions
Filing history
SOURCE REPORTS · FILED ↓Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| ICAPITAL | 3 | $66K–$165K§ | 2025-12 |
| IBIT | 2 | $200K–$500K§ | 2026-03 |
| KRSOX | 2 | $2K–$30K§ | 2026-02 |
| AAPL | 1 | $15K–$50K§ | 2025-03 |
| AHCHY | 1 | $1K–$15K§ | 2025-03 |
| AMX | 1 | $1K–$15K§ | 2025-03 |
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.