Sheri Biggs
R-SC-3 Representative for South Carolina’s 3rd district Republican In Congress since 2025
- 265trades · 3 yrs
- 159buys
- 106sells
- 131dmedian wait
- 177filed late
Sheri Biggs disclosed 265 trades made since Oct 4, 2023: 159 buys and 106 sales. The most traded name was IBIT (2 trades). All of them were a spouse's or joint account's. The latest, made Sep 1, 2026, was filed Sep 22, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
265 trades since Oct 4, 2023 · newest first · 12 in an industry a committee of theirs oversees
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Bank of Nova ScotiaBuy$500K–$1MTraded Sep 1Filed Sep 22 21d
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ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPBuy$1K–$15KTraded Aug 31Filed Sep 22 22d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Aug 28Filed Sep 22 25d
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Bank of Nova ScotiaSell$500K–$1MTraded Aug 19Filed Sep 22 34d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Jun 30Filed Jul 27 27d
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KKR Real Estate Select Trust Class UBuy$1K–$15KTraded May 29Filed Jun 9 11d
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OAKTREE STRATEGIC CREDIT FUND CLASS SBuy$1K–$15KTraded May 27Filed Jun 9 13d
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APOLLO DEBT SOLUTIONS BDC CLASS SBuy$1K–$15KTraded May 1Filed Jun 9 39d
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ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPBuy$1K–$15KTraded Apr 28Filed Jun 9 42d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Mar 30Filed Apr 16 17d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Mar 27Filed Apr 16 20d
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IBITiShares Bitcoin Trust ETFBuy$100K–$250KTraded Mar 4Filed Apr 16 43d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Mar 3Filed Apr 16 44d
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OAKTREE STRATEGIC CREDIT FUND CLASS SBuy$1K–$15KTraded Feb 27Filed Mar 21 22d
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BARCLAYS BANK PLC TAR-SS INTL BASKETSell$100K–$250KTraded Feb 19Filed Mar 21 30d
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US TSY BOND DUE 02/15/36Buy$15K–$50KTraded Feb 18Filed Mar 21 31d
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US TSY NOTE DUE 02/15/26Sell$15K–$50KTraded Feb 17Filed Mar 21 32d
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US TSY DUE 02/15/26Sell$1K–$15KTraded Feb 15Filed Mar 21 34d
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OAKTREE STRATEGIC CREDIT FUND CLASS SBuy$1K–$15KTraded Feb 6Filed Mar 21 43d
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KKR Real Estate Select Trust Class U (KRSOX)Buy$1K–$15KTraded Feb 4Filed Mar 21 45d
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APOLLO DEBT SOLUTIONS BDC CLASS SBuy$1K–$15KTraded Feb 4Filed Mar 21 45d
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KKR Real Estate Select Trust Class U (KRSOX)Buy$1K–$15KTraded Jan 5Filed Feb 17 43d
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BNP PARIBASBuy$50K–$100KTraded Dec 31, 2025Filed Feb 5 36d
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BANK OF NOVA SCOTIABuy$50K–$100KTraded Dec 31, 2025Filed Feb 5 36d
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OAKTREE STRATEGIC CREDIT FUND CLASS SBuy$1K–$15KTraded Dec 30, 2025Filed Feb 5 37d
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APOLLO DEBT SOLUTIONS BDC CLASS SBuy$1K–$15KTraded Dec 30, 2025Filed Feb 5 37d
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SL PARTNERS VII (ICAPITAL), L.P. FUNDBuy$50K–$100KTraded Dec 26, 2025Filed Feb 5 41d
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COATUE INNOVATION FUNDBuy$250K–$500KTraded Dec 26, 2025Filed Feb 5 41d
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US TSY NOTE 11/30/26Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 11/15/34Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 11/15/33Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 11/15/32Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 11/15/31Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 11/15/29Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 08/15/33Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 08/15/31Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 08/15/29Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 08/15/27Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 05/31/30Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 05/15/32Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/28/27Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/15/34Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/15/32Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/15/31Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/15/30Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/15/28Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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US TSY NOTE 02/15/33Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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Fannie Mae Note 9/24/26Sell · part$1K–$15KTraded Dec 22, 2025Filed Feb 5 45d
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UBS AGSell$15K–$50KTraded Dec 12, 2025Filed Jan 14 33d
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US TSY NOTE 11/15/33Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 11/15/32Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 11/15/31Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 08/31/30Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 08/15/33Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 08/15/31Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 05/15/35Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 05/15/32Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 02/15/35Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 02/15/34Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 02/15/33Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 02/15/32Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY NOTE 02/15/26Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY DUE 11/15/34Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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US TSY DUE 05/15/34Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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KKR Real Estate Select Trust Class UBuy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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Fannie Mae Note 9/24/26Buy$1K–$15KTraded Dec 2, 2025Filed Jan 14 43d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Dec 1, 2025Filed Jan 14 44d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Nov 28, 2025Filed Dec 29, 2025 31d
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US Treasury Note 11/15/2025Sell$1K–$15KTraded Nov 17, 2025Filed Dec 29, 2025 42d
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US Treasury Note 11/15/2025Sell$1K–$15KTraded Nov 17, 2025Filed Dec 29, 2025 42d
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US Treasury Note 11/15/2025Sell$1K–$15KTraded Nov 17, 2025Filed Dec 29, 2025 42d
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KKR Real Estate Select Trust Class UBuy$1K–$15KTraded Nov 4, 2025Filed Dec 29, 2025 55d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Oct 30, 2025Filed Dec 4, 2025 35d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Oct 29, 2025Filed Dec 4, 2025 36d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Oct 1, 2025Filed Oct 31, 2025 30d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Sep 29, 2025Filed Oct 31, 2025 32d
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SL Partners VII iCapital LPBuy$1K–$15KTraded Sep 18, 2025Filed Oct 5, 2025 17d
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KKR Real Estate Select Trust Class UBuy$1K–$15KTraded Aug 29, 2025Filed Oct 5, 2025 37d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Aug 27, 2025Filed Oct 5, 2025 39d
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US Treasury Note 8/31/2030Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 8/15/2029Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 8/15/2028Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 8/15/2027Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 5/15/2028Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 2/15/2035Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 2/15/2033Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 2/15/2028Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 11/30/2026Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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US Treasury Note 11/15/2025Buy$1K–$15KTraded Aug 25, 2025Filed Oct 5, 2025 41d
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SL Partners VII iCapital LPBuy$1K–$15KTraded Aug 18, 2025Filed Oct 5, 2025 48d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Aug 1, 2025Filed Oct 5, 2025 65d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Aug 1, 2025Filed Oct 5, 2025 65d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Jul 31, 2025Filed Oct 5, 2025 66d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Jul 30, 2025Filed Oct 5, 2025 67d
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IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFBuy$100K–$250KTraded Jul 9, 2025Filed Oct 5, 2025 88d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Jun 26, 2025Filed Oct 5, 2025 101d
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US Treasury Note 5/15/2035Buy$15K–$50KTraded Jun 17, 2025Filed Oct 5, 2025 110d
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Icapital-Arctos Sports Partners Fund II Access Fund LPBuy$15K–$50KTraded Jun 4, 2025Filed Oct 5, 2025 123d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Jun 2, 2025Filed Oct 5, 2025 125d
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US Treasury Note 8/31/2030Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 8/15/2033Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 8/15/2031Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 8/15/2029Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 8/15/2028Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 8/15/2027Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 8/15/2025Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 6/15/2025Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 5/31/2030Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 5/31/2027Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 5/15/2034Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 5/15/2032Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 5/15/2028Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/28/2027Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/28Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2035Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2034Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2033Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2032Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2031Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2030Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2029Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 2/15/2026Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/30/2026Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/15/31Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/15/2034Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/15/2033Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/15/2032Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/15/2029Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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US Treasury Note 11/15/2025Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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KKR Real Estate Select Trust Class UBuy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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Fannie Mae Note 9/24/2026Buy$1K–$15KTraded May 30, 2025Filed Oct 5, 2025 128d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded May 28, 2025Filed Oct 5, 2025 130d
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Bank of Nova ScotiaBuy$250K–$500KTraded May 27, 2025Filed Oct 5, 2025 131d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded May 1, 2025Filed Oct 5, 2025 157d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Apr 28, 2025Filed Oct 5, 2025 160d
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SL Partners VII (ICapital) FundBuy$1K–$15KTraded Apr 22, 2025Filed Oct 5, 2025 166d
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JP Morgan Chase FinanceBuy$250K–$500KTraded Apr 15, 2025Filed Oct 5, 2025 173d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Apr 1, 2025Filed Oct 5, 2025 187d
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KKR Real Estate Select Trust Class UBuy$1K–$15KTraded Mar 31, 2025Filed Oct 5, 2025 188d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Mar 27, 2025Filed Oct 5, 2025 192d
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Morgan Stanley FinanceBuy$1M–$5MTraded Mar 27, 2025Filed Oct 5, 2025 192d
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JP Morgan Chase FinanceBuy$250K–$500KTraded Mar 27, 2025Filed Oct 5, 2025 192d
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HSBC USABuy$250K–$500KTraded Mar 27, 2025Filed Oct 5, 2025 192d
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Morgan Stanley FinanceBuy$250K–$500KTraded Mar 26, 2025Filed Oct 5, 2025 193d
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JP Morgan Chase FinanceBuy$250K–$500KTraded Mar 26, 2025Filed Oct 5, 2025 193d
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Bank of Nova ScotiaBuy$250K–$500KTraded Mar 26, 2025Filed Oct 5, 2025 193d
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US Treasury Note 8/31/2030Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 8/15/2033Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 8/15/2031Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 8/15/2029Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 8/15/2028Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 8/15/2027Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 8/15/2025Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 5/31/2030Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 5/31/2027Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 5/15/2034Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 5/15/2032Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 5/15/2028Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 4/30/2025Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/28/2027Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2034Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2033Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2032Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2031Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2030Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2029Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2028Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 2/15/2026Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/30/2026Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/15/2034Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/15/2033Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/15/2032Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/15/2031Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/15/2029Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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US Treasury Note 11/15/2025Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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UPSUnited Parcel Service, Inc.Sell$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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TXNTexas Instruments IncorporatedSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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TELTE Connectivity plc Ordinary SharesSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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SBUXStarbucks CorporationSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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PGRProgressive CorporationSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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PMPhilip Morris International IncSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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PAYXPaychex, Inc.Sell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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NOCNorthrop Grumman CorporationSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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NSCNorfolk Southern CorporationSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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NTDOYNintendo Co Ltd ADRSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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NSRGYNESTLE S.A S/ADRSell$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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MSFTMicrosoft CorporationSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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MRKMerck & Company, Inc.Sell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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LOWLowe's Companies, Inc.Sell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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JNJJohnson & JohnsonSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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FISFidelity National Information Services, Inc.Sell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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FASTFastenal CompanySell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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Fannie Mae Note 9/24/26Buy$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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CMCSAComcast CorporationSell$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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SCHWCharles Schwab CorporationSell$15K–$50KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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Bank of Nova ScotiaBuy$500K–$1MTraded Mar 19, 2025Filed Oct 5, 2025 200d
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MOAltria Group, Inc.Sell$1K–$15KTraded Mar 19, 2025Filed Oct 5, 2025 200d
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VDMCYVODACOM GROUP LTD S/ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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PETRYVIBRA ENERGIA UNSP/ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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VALEVALE S.A. American Depositary Shares Each Representing one common shareSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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ULUnilever PLCSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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TCYMYTingyi Cayman Islands Hldgs Cp Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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TXTernium S.A. Ternium S.A. American Depositary SharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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TCEHYTENCENT HLDGS UNSP/ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Sell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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SGBLYStandard Bank Group Limited Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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SQMSociedad Quimica y Minera S.A.Sell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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SHTDYSinopharm Group Co. Ltd Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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SHGShinhan Financial Group Co Ltd American Depositary SharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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SLBSchlumberger N.V.Sell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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SLLDYSanlam Ltd Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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PUTKYPT United Tractors Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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TLKPT Telekomunikasi Indonesia, TbkSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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PPERYPT Bank Mandiri Persero TBK Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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PTAIYPt Astra International TBK Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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PIAIFPing An Insurance Co Ltd Shares HSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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PBRPetroleo Brasileiro S.A. Petrobras ADSSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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NDBKYNedbank Group Limited Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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MGYOYMol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series ASell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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LTGHYLife Healthcare Group Holdings Ltd Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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LNVGYLenovo Group Ltd Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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KTKT CorporationSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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KCDMYKimberly-Clark De Mexico S A B de C V Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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KBKB Financial Group IncSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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KPCPYKASIKORNBANK PCL UNSP/ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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JDJD.com, Inc. - American Depositary SharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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INFYInfosys Limited American Depositary SharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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HIMXHimax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares.Sell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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HEGIYHengan International Group Company Limited Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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GOFPYGreek Organisation of Football Prognostics SA Unsponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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EGIEYENGIE BRASIL ENE SA S/ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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DDominion Energy, Inc.Sell$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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DEODiageo plcSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CCICrown Castle Inc.Sell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CSCOCisco Systems, Inc.Sell$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CINFCincinnati Financial CorporationSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CIHKYChina Merchants Bank Co Ltd American Depository ReceiptSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CICHYChina Construction Bank Corporation Unsponsored ADR representing H sharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CVXChevron CorporationSell$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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CXCemex, S.A.B. de C.V. Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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BLKBlackRock, Inc.Sell · part$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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BDVSYBidvest Group Ltd Sponsored ADR NewSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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BRK.BBerkshire Hathaway Inc. NewSell$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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BBSEYBB Seguridade Participacoes SA Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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BDORYBanco Do Brasil SA Sponsored ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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ASMVYASMPT LIMITED UNSP/ADRSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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ASXASE Technology Holding Co., Ltd. American Depositary SharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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AAPLApple Inc.Sell$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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AHCHYAnhui Conch Cement Unsponsored ADR representing Shares -HSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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AMXAmerica Movil, S.A.B. de C.V. American Depositary SharesSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareSell$1K–$15KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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APDAir Products and Chemicals, Inc.Sell$15K–$50KTraded Mar 18, 2025Filed Oct 5, 2025 201d
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JP Morgan Chase FinanceBuy$250K–$500KTraded Mar 17, 2025Filed Oct 5, 2025 202d
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Morgan Stanley FinanceBuy$250K–$500KTraded Mar 14, 2025Filed Oct 5, 2025 205d
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JP Morgan Chase FinanceBuy$500K–$1MTraded Mar 14, 2025Filed Oct 5, 2025 205d
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Bank of Nova Scotia FinanceSell$100K–$250KTraded Mar 14, 2025Filed Oct 5, 2025 205d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Mar 3, 2025Filed Oct 5, 2025 216d
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iCapital-Arctos Sports Partners Fund IIBuy$1K–$15KTraded Feb 27, 2025Filed Oct 5, 2025 220d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Feb 26, 2025Filed Oct 5, 2025 221d
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Oaktree Strategic Credit Fund Class SBuy$1K–$15KTraded Feb 3, 2025Filed Oct 5, 2025 244d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Feb 3, 2025Filed Oct 5, 2025 244d
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SL Partners VII (ICapital) FundBuy$15K–$50KTraded Jan 6, 2025Filed Oct 5, 2025 272d
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Apollo Debt Solutions BDC Class SBuy$1K–$15KTraded Jan 6, 2025Filed Oct 5, 2025 272d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$13.2M+
sum of 44 disclosed ranges
- Bond 18
- Other 10
- Fund 4
- Private business 1
- Cash 11
- PH Healthcare Services, Inc.SpouseOver $1MSame band
- South State BankSpouseOver $1MSame band
- Bank of Nova ScotiaSelf$1,000,000New
- JP Morgan Chase FinanceSelf$1,000,000New
- Morgan Stanley FinanceSelf$1,000,000New
- PIMCO RealPath Blend Income Fund Class Institutional (PBRNX)Self$1,000,000New
- APOLLO DEBT SOLUTIONS BDC CLASS SSpouse$500K–$1MSame band
- Bank of Nova ScotiaSpouse$500K–$1M▲ $100K–$250K
- HSBC USASpouse$500K–$1MNew
- JP Morgan Chase FinanceSpouse$500K–$1MNew
- JP Morgan Chase FinanceSpouse$500K–$1MNew
- JP Morgan Chase FinanceSpouse$500K–$1MNew
- Morgan Stanley FinanceSpouse$500K–$1MNew
- Morgan Stanley FinanceSpouse$500K–$1MNew
- OAKTREE STRATEGIC CREDIT FUND CLASS SSpouse$500K–$1MSame band
- US Treasury Notes (various maturities)Spouse$500K–$1MNew
- Bank of Nova ScotiaSpouse$250K–$500K▲ $100K–$250K
- ICAP ARCTOS SPORTS PARTNERSSpouse$250K–$500KSame band
- JP Morgan Chase FinanceSpouse$250K–$500KNew
- KKR REAL ESTATE SELECT TRUST- CLASS USpouse$250K–$500K▲ $100K–$250K
- Morgan Stanley FinanceSpouse$250K–$500KNew
- SC 2024 Revitalization Tax Credit Fund, LLCSpouse$250K–$500KNew
- SL Partners VII (iCapital)Spouse$250K–$500KSame band
- BARCLAYS BANK PLC TAR-SS INTL BASKETSpouse$100K–$250KSame band
- COATUE INNOVATION FUNDSpouse$100K–$250KNew
- IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFSpouse$100K–$250KNew
- BNP PARIBASJoint$50K–$100KNew
- Bank of Nova ScotiaJoint$50K–$100KNew
- KKR REAL ESTATE SELECT TRUST (KRSOX)Joint$15K–$50KSame band
- Pinnacle BankSpouse$15K–$50K▼ $100K–$250K
- South State BankJoint$15K–$50K▼ $100K–$250K
- Citizens BankJoint$1K–$15KSame band
- Fannie Mae Note 9/24/26Spouse$1K–$15KNew
- Renasant BankJoint$1K–$15KSame band
- UBS Bank USAJoint$1K–$15KSame band
- UBS Bank USASpouse$1K–$15K▼ Over $1M
- UBS Bank USASpouse$1K–$15K▼ Over $1M
- USAA BankSelf$1K–$15KSame band
- UBS Bank USASpouse$0–$1K▼ Over $1M
- HMR Veterans Services, Inc. 401kSpouseSpouse/DC OverNew
- TRB Manufacturing Holdings, Corp.SpouseUndeterminedNew
- UBS Financial Services 26SpouseSpouse/DC OverNew
- UBS Financial Services 26SpouseSpouse/DC OverNew
- UBS Financial Services 26SpouseSpouse/DC OverNew
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- Cresent Indemnity Company LTD Over $1M
- PIMCO RealPath Blend Income Fund Class Instit... Over $1M
- OWSAX 1WS CREDIT INCOME FUND CLASS A-2 $250K–$500K
- LARAX Lord Abbett Credit Opportunities Fund Class A $250K–$500K
- Morgan Stanley Finance TT-SS SPX $250K–$500K
- 2024 SC Revitalization Tax Credit Fund, LLC, ... $100K–$250K
- Canadian Imperial Bank of Commerce Common Sto... $50K–$100K
- APD Air Products and Chemicals, Inc. $15K–$50K
- AAPL Apple Inc. $15K–$50K
- BRK.B Berkshire Hathaway Inc. New $15K–$50K
- BLK BlackRock, Inc. $15K–$50K
- SCHW Charles Schwab Corporation $15K–$50K
- CSCO Cisco Systems, Inc. $15K–$50K
- D Dominion Energy, Inc. $15K–$50K
- FIS Fidelity National Information Services, Inc. $15K–$50K
- JNJ Johnson & Johnson $15K–$50K
- LOW Lowe's Companies, Inc. $15K–$50K
- MRK Merck & Company, Inc. $15K–$50K
- MSFT Microsoft Corporation $15K–$50K
- NTDOY Nintendo Co Ltd ADR $15K–$50K
- NSC Norfolk Southern Corporation $15K–$50K
- NOC Northrop Grumman Corporation $15K–$50K
- PAYX Paychex, Inc. $15K–$50K
- PM Philip Morris International Inc $15K–$50K
- PGR Progressive Corporation $15K–$50K
- SBUX Starbucks Corporation $15K–$50K
- TEL TE Connectivity plc Ordinary Shares $15K–$50K
- TSM Taiwan Semiconductor Manufacturing Company Ltd. $15K–$50K
- TXN Texas Instruments Incorporated $15K–$50K
- UBS AG $15K–$50K
Source filings
Every report we read for this page · newest first
- Sep 22, 2026 Periodic transaction report 4 trades View original
- Aug 13, 2026 2025 annual report 105 assets View original
- Jul 27, 2026 Periodic transaction report 1 trade View original
- Jun 9, 2026 Periodic transaction report 4 trades View original
- Apr 16, 2026 Periodic transaction report 4 trades View original
- Mar 21, 2026 Periodic transaction report 8 trades View original
- Feb 17, 2026 Periodic transaction report 1 trade View original
- Feb 5, 2026 Periodic transaction report 26 trades View original
- Jan 14, 2026 Periodic transaction report 19 trades View original
- Dec 29, 2025 Periodic transaction report 5 trades View original
- Dec 4, 2025 Periodic transaction report 2 trades View original
- Oct 31, 2025 Periodic transaction report 2 trades View original
- Oct 5, 2025 Periodic transaction report 189 trades View original
- Oct 5, 2025 2024 annual report · amended 158 assets View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.