Sheri Biggs(age: 55)
244
Total Trades
142
Buys
102
Sells
$15.3M
Est. Net Worth (2025)
$1.2M - $2.8M
Disclosed Trades Value
2026-01-05
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 BNS
|
The Bank of Nova Scotia | buy | 4 | 1 | $800K - $2M | Dec 31st, 2025 |
| RNB | HSBC USA Inc | buy | 1 | 0 | $250K - $500K | Mar 27th, 2025 |
 IBIT
|
ISHARES BITCOIN TRUST ETF | buy | 1 | 0 | $100K - $250K | Jul 9th, 2025 |
| BNPQY | BNP Paribas | buy | 1 | 0 | $50K - $100K | Dec 31st, 2025 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 5th, 2026 | Feb 18th, 2026 | — | KKR REAL ESTATE SELECT TRUST INC | buy | $1K - $15K | Spouse |
| Dec 31st, 2025 | Feb 6th, 2026 |
BNS
|
The Bank of Nova Scotia | buy | $50K - $100K | Joint |
| Dec 31st, 2025 | Feb 6th, 2026 | BNPQY | BNP Paribas | buy | $50K - $100K | Joint |
| Dec 30th, 2025 | Feb 6th, 2026 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Dec 30th, 2025 | Feb 6th, 2026 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Not Disclosed |
| Dec 26th, 2025 | Feb 6th, 2026 | — | COATUE INNOVATION FUND | buy | $250K - $500K | Spouse |
| Dec 26th, 2025 | Feb 6th, 2026 | — | ICAPITAL SL PARTNERS VII ACCESS FUND LP | buy | $50K - $100K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | FANNIE MAE-PRE AMEND | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 22nd, 2025 | Feb 6th, 2026 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Dec 12th, 2025 | Jan 15th, 2026 |
 UBS
|
UBS Group AG | sell | $15K - $50K | Joint |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | FANNIE MAE-PRE AMEND | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | KKR REAL ESTATE SELECT TRUST INC | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY BILLS | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY BILLS | buy | $1K - $15K | Not Disclosed |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 2nd, 2025 | Jan 15th, 2026 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Dec 1st, 2025 | Jan 15th, 2026 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Nov 28th, 2025 | Dec 30th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Nov 17th, 2025 | Dec 30th, 2025 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Nov 17th, 2025 | Dec 30th, 2025 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Nov 17th, 2025 | Dec 30th, 2025 | — | US TREASURY NOTE | sell | $1K - $15K | Spouse |
| Nov 4th, 2025 | Dec 30th, 2025 | — | KKR REAL ESTATE SELECT TRUST INC | buy | $1K - $15K | Spouse |
| Oct 30th, 2025 | Dec 5th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Oct 29th, 2025 | Dec 5th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Oct 1st, 2025 | Nov 3rd, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Sep 29th, 2025 | Nov 3rd, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Sep 18th, 2025 | Oct 6th, 2025 | — | ICAPITAL SL PARTNERS VII ACCESS FUND LP | buy | $1K - $15K | Spouse |
| Aug 29th, 2025 | Oct 6th, 2025 | — | KKR REAL ESTATE SELECT TRUST INC | buy | $1K - $15K | Spouse |
| Aug 27th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 25th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Aug 18th, 2025 | Oct 6th, 2025 | — | ICAPITAL SL PARTNERS VII ACCESS FUND LP | buy | $1K - $15K | Spouse |
| Aug 1st, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Aug 1st, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Jul 31st, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Jul 30th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Jul 9th, 2025 | Oct 6th, 2025 |
IBIT
|
ISHARES BITCOIN TRUST ETF | buy | $100K - $250K | Spouse |
| Jun 26th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Jun 17th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $15K - $50K | Spouse |
| Jun 4th, 2025 | Oct 6th, 2025 | — | ICAPITAL-ARCTOS SPORTS PARTNERS FUND II ACCESS FUND LP | buy | $15K - $50K | Spouse |
| Jun 2nd, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | FANNIE MAE-PRE AMEND | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | KKR REAL ESTATE SELECT TRUST INC | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 30th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| May 28th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| May 27th, 2025 | Oct 6th, 2025 |
BNS
|
The Bank of Nova Scotia | buy | $250K - $500K | Spouse |
| May 1st, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Apr 28th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Apr 22nd, 2025 | Oct 6th, 2025 | — | ICAPITAL SL PARTNERS VII ACCESS FUND LP | buy | $1K - $15K | Spouse |
| Apr 15th, 2025 | Oct 6th, 2025 | — | JP MORGAN CHASE FINANCE LTD | buy | $250K - $500K | Not Disclosed |
| Apr 1st, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Mar 31st, 2025 | Oct 6th, 2025 | — | KKR REAL ESTATE SELECT TRUST INC | buy | $1K - $15K | Spouse |
| Mar 27th, 2025 | Oct 6th, 2025 | RNB | HSBC USA Inc | buy | $250K - $500K | Spouse |
| Mar 27th, 2025 | Oct 6th, 2025 | — | JP MORGAN CHASE FINANCE LTD | buy | $250K - $500K | Not Disclosed |
| Mar 27th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Mar 27th, 2025 | Oct 6th, 2025 | — | MORGAN STANLEY FINANCE LLC | buy | $1M - $5M | Spouse |
| Mar 26th, 2025 | Oct 6th, 2025 | — | JP MORGAN CHASE FINANCE LTD | buy | $250K - $500K | Not Disclosed |
| Mar 26th, 2025 | Oct 6th, 2025 |
BNS
|
The Bank of Nova Scotia | buy | $250K - $500K | Spouse |
| Mar 26th, 2025 | Oct 6th, 2025 | — | MORGAN STANLEY FINANCE LLC | buy | $250K - $500K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 MO
|
Altria Group Inc | sell | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 CMCSA
|
Comcast Corp | sell | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | FANNIE MAE-PRE AMEND | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 FAST
|
Fastenal Co | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 FIS
|
Fidelity National Information Services Inc | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 JNJ
|
Johnson & Johnson | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
BNS
|
The Bank of Nova Scotia | buy | $500K - $1M | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 SCHW
|
Schwab (Charles) Corp | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 PAYX
|
Paychex Inc | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | PHILIP MORRIS INTERNATIONAL INC | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 PGR
|
The Progressive Corp | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 LOW
|
Lowe's Cos Inc | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 MRK
|
Merck & Co Inc | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 MSFT
|
Microsoft Corp | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 NSRGY
|
Nestle SA, Cham Und Vevey | sell | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | NTDOY | Nintendo Co Ltd | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 NSC
|
Norfolk Southern Corp | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 NOC
|
Northrop Grumman Corp | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 SBUX
|
Starbucks Corp | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 TEL
|
TE Connectivity Ltd | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 TXN
|
Texas Instruments Inc | sell | $15K - $50K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 |
 UPS
|
United Parcel Service Inc | sell | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 19th, 2025 | Oct 6th, 2025 | — | US TREASURY NOTE | buy | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 APD
|
Air Products and Chemicals Inc | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 BABA
|
Alibaba Group Holding Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 AMX
|
America Movil SA De CV, Mexico | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | AHCHY | Anhui Conch Cement Co Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 CCI
|
Crown Castle International Corp | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 DEO
|
Diageo PLC | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 D
|
Dominion Energy Inc | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | ENGIE BRASIL ENERGIA SA | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | GREEK ORGANISATION OF FOOTBALL PROGNOSTICS ORD SHS | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | GBOOY | Grupo Financiero Banorte SA De CV Gfnorte | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | HENGAN INTERNATIONAL GROUP | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 HIMX
|
HIMAX TECHNOLOGIES INC | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 INFY
|
Infosys Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 JD
|
JD.com Inc | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | KPCPY | Kasikornbank Public Co Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | KB FINANCIAL GROUP INC | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | KCDMY | Kimberly Clark De Mexico SA De CV Kimber | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 AAPL
|
Apple Inc | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 ASX
|
Ase Technology Holdings Co | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | ASMPT LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | BDORY | Banco Do Brasil SA Bb Brasil | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | BBSEY | BB Seguridade Participacoes SA | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | BIDVEST GROUP LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 BLK
|
Blackrock Inc | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 CX
|
Cemex SAB de CV | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 CVX
|
Chevron Corp | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
CVX
|
Chevron Corp | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | CHINA MERCHANTS BANK CO LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 CINF
|
Cincinnati Financial Corp | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 CSCO
|
Cisco Systems Inc | sell | $15K - $50K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 PBR
|
Petroleo Brasileiro S.A.- Petrobras | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | PING AN INSURANCE (GROUP) CO OF CHINA LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | ASTRA INTERNATIONAL TBK (PT) | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | PPERY | PT Bank Mandiri (Persero) TBK | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | KT CORPORATION | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | LENOVO GROUP LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | LIFE HEALTHCARE GROUP HOLDINGS LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | MGYOY | MOL MAGYAR OLAY ES GAZIPARI RT SPONSORED REPRESENTING ORD SHS SERIES A HUNGARY ADR | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | NDBKY | NEDBANK GROUP LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 NTES
|
Netease Inc | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 TLK
|
PT Telekomunikasi Indonesia (Persero) TBK | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | UNITED TRACTORS TBK PT | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | SLLDY | Sanlam Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 SLB
|
Schlumberger Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 SHG
|
Shinhan Financial Group Co Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | SINOPHARM GROUP CO | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 SQM
|
Sociedad Quimica y Minera de Chile SA Soqimich | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | SGBLY | Standard Bank Group Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | TCEHY | Tencent Holdings LTD | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | TERNIUM ARGENTINA SA | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | TINGYI (CAYMAN ISLANDS) HOLDINGS ORD SHS | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 UL
|
Unilever PLC | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 |
 VALE
|
Vale SA | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | PETRY | VIBRA ENERGIA S.A. | sell | $1K - $15K | Spouse |
| Mar 18th, 2025 | Oct 6th, 2025 | — | VODACOM GROUP LTD | sell | $1K - $15K | Spouse |
| Mar 17th, 2025 | Oct 6th, 2025 | — | JP MORGAN CHASE FINANCE LTD | buy | $250K - $500K | Spouse |
| Mar 14th, 2025 | Oct 6th, 2025 | — | JP MORGAN CHASE FINANCE LTD | buy | $500K - $1M | Spouse |
| Mar 14th, 2025 | Oct 6th, 2025 |
BNS
|
The Bank of Nova Scotia | sell | $100K - $250K | Spouse |
| Mar 14th, 2025 | Oct 6th, 2025 | — | MORGAN STANLEY FINANCE LLC | buy | $250K - $500K | Not Disclosed |
| Mar 3rd, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Feb 27th, 2025 | Oct 6th, 2025 | — | ICAPITAL-ARCTOS SPORTS PARTNERS FUND II ACCESS FUND LP | buy | $1K - $15K | Spouse |
| Feb 26th, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Feb 3rd, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Feb 3rd, 2025 | Oct 6th, 2025 | — | OAKTREE STRATEGIC CREDIT FUND A (CAYMAN) LP | buy | $1K - $15K | Spouse |
| Jan 6th, 2025 | Oct 6th, 2025 | — | APOLLO DEBT SOLUTIONS BDC | buy | $1K - $15K | Spouse |
| Jan 6th, 2025 | Oct 6th, 2025 | — | ICAPITAL SL PARTNERS VII ACCESS FUND LP | buy | $15K - $50K | Spouse |