Sheri Biggs R

Republican representative for South Carolina (SC-3), in the House since Jan 3, 2025.

Among all 439 members

Each dot is a member; Biggs is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2025–26

$707K

2023–24

$1.1M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$706,779	$117,401	$359,976	$0	$0	$609,646	$201,218	$6,375	$0
2023–24	$1,076,796	$403,496	$278,300	$0	$395,000	$972,710	$104,085	$394,271	$0

FEC totals through Oct 14, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside South Carolina versus everywhere else, each period.

From South Carolina
From out of state

2025–26

$83K

2023–24

$395K

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

GRAINGER NISSAN

$14K

SOUTH CAROLINA HEALTH CARE ASSN

$9,000

HMR VSI

$6,870

THE PALLADIAN GROUP INC

$6,800

MCCOY WRIGHT INC

$6,800

DP RIGGINS AND ASSOCIATES INC

$6,735

ENTREPRENEUR

$6,300

CORCORAN PARTNERS

$5,500

HMR VETERANS SERVICES

$5,320

SCHOMOYER AND COMPANY LLC

$5,300

UBS

$5,000

AMERICAN DEFENSE INTERNATIONAL

$4,300

The largest donors, and the numbers

Period	Itemized	Contributions	From SC	Retired donors
2025–26	$83,149	64	60%	31%
2023–24	$395,302	290	83%	22%

Donor	Where	Employer, occupation	Total
GRAINGER, DAMON	ANDERSON, SC	GRAINGER NISSAN, SALES	$13,805
BENNETT, HEATHER	TOWNVILLE, SC		$10,900
COX, HOWARD	SENECA, SC	RETIRED, RETIRED	$10,100
WRIGHT, JOHN B	ANDERSON, SC	RETIRED, RETIRED	$10,100
SEYMORE, GARY W	ANDERSON, SC	RETIRED, RETIRED	$10,035
BIGGS, BRITTANY LAYNE	PIEDMONT, SC		$9,900
MCBRIDE, MICHAEL	GREENVILLE, SC	HMR VSI, OWNER	$9,870
BARBER, JOHN	SPARTANBURG, SC	RETIRED, RETIRED	$8,300
MASSEY, EDWARD	GREENVILLE, SC	RETIRED, RETIRED	$7,164
RYDIN, MICHAEL	HOUSTON, TX	RETIRED, RETIRED	$7,000
FLOYD, KAREN KANES	SPARTANBURG, SC	THE PALLADIAN GROUP INC, PUBLIC RELATIONS	$6,800
SIMPSON, DARWIN H	SPARTANBURG, SC	RETIRED, RETIRED	$6,800
JOHNSON, NEIL	GREENVILLE, SC	RETIRED, RETIRED	$6,735
RIGGINS, DAVID	CHARLOTTE, NC	DP RIGGINS AND ASSOCIATES INC, PRESIDENT	$6,735
ADAMS, DAN	GREENVILLE, SC	THE CAPITAL CORPORATION OF AMERICA, IN, OFFICER	$6,600
SCOTT, MARILYN	KOSCIUSKO, MS	RETIRED, RETIRED	$6,600
ELSWICK, PATRICK	BELTON, SC	ENTREPRENEUR, ENTREPRENEUR	$6,300
LEE, JAMES RANDAL	COLUMBIA, SC	SOUTH CAROLINA HEALTH CARE ASSN, PRESIDENT	$6,000
HILLIARD, HEYWARD	ANDERSON, SC	HMR VETERANS SERVICES, EXECUTIVE	$5,320
SCHMOYER, TERRENCE	COLUMBIA, SC	SCHOMOYER AND COMPANY LLC, CPA	$5,300
MATTEO, CHRIS	HOBOKEN, NJ	UBS, FINANCIAL ADVISOR	$5,000
SMYTH, RICK	ANDERSON, SC	SELF EMPLOYED, WEALTH MANAGEMENT	$4,476
LOLLIS, LARRY	GREER, SC	TWIN MED INC, MEDICAL SUPPLY SALES	$4,391
HIPP, VAN D. JR.	ALEXANDRIA, VA	AMERICAN DEFENSE INTERNATIONAL, CHAIRMAN	$4,050
EZELL, SHAWN C	ANDERSON, SC	PALMETTO STATE HOME MORTGAGE, MORTGAGE BROKER	$3,800

Their biggest PAC and party givers

AMERICAN ASSOCIATION OF NURSE ANESTHETISTS

$20K

AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE

$20K

MCMORRIS RODGERS WIN THE FUTURE FUND

$15K

AMERICAN REVIVAL PAC

$15K

AMERICAN ASSOCIATION OF NURSE PRACTITIONERS

$15K

PFLUGER VICTORY FUND

$13K

NATIONAL HEALTH CORPORATION

$13K

REP. JACK BERGMAN

$13K

NATIONAL BEER WHOLESALERS ASSOCIATION

$13K

SCALISE LEADERSHIP FUND

$10K

All 25

Committee	Connected organization	Total	Gifts
AMERICAN ASSOCIATION OF NURSE ANESTHETISTS SEPARATE SEGREGATED FUND (CRNA-PAC)	AMERICAN ASSOCIATION OF NURSE ANESTHETISTS	$20,000	7
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE		$19,994	6
VALUE IN ELECTING WOMEN POLITICAL ACTION COMMITTEE	MCMORRIS RODGERS WIN THE FUTURE FUND	$15,000	3
AMERICAN REVIVAL PAC		$15,000	3
AMERICAN ASSOCIATION OF NURSE PRACTITIONERS POLITICAL ACTION COMMITTEE	AMERICAN ASSOCIATION OF NURSE PRACTITIONERS	$14,500	6
RAPTOR PAC	PFLUGER VICTORY FUND	$13,000	6
NATIONAL HEALTH CORPORATION POLITICAL ACTION COMMITTEE	NATIONAL HEALTH CORPORATION	$13,000	6
THE GUARDIAN FUND	REP. JACK BERGMAN	$12,500	3
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL BEER WHOLESALERS ASSOCIATION	$12,500	4
THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE	SCALISE LEADERSHIP FUND	$10,000	2
SUSAN B. ANTHONY LIST INC. CANDIDATE FUND (DBA SUSAN B. ANTHONY PRO-LIFE AMERICA CANDIDATE FUND)	SUSAN B. ANTHONY LIST, INC. (DBA SUSAN B. ANTHONY PRO-LIFE AMERICA)	$10,000	2
SPACE EXPLORATION TECHNOLOGIES CORP. PAC	SPACE EXPLORATION TECHNOLOGIES CORP.	$10,000	2
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	NATIONAL ASSOCIATION OF REALTORS	$10,000	4
MR. SOUTHERN MISSOURIAN IN THE HOUSE PAC	SMITH VICTORY	$10,000	2
MAJORITY COMMITTEE PAC--MC PAC	MCCARTHY VICTORY FUND	$10,000	2
ELECTING MAJORITY MAKING EFFECTIVE REPUBLICANS PAC	EMMER VICTORY COMMITTEE	$10,000	2
BUCKEYE LIBERTY POLITICAL ACTION COMMITTEE	BUCKEYE VICTORY FUND	$10,000	2
AMERICAN HEALTH CARE ASSOCIATION POLITICAL ACTION COMMITTEE	AMERICAN HEALTH CARE ASSOCIATION	$8,500	2
KOCH, INC. POLITICAL ACTION COMMITTEE (KOCHPAC)	KOCH, INC.	$8,000	4
HOUSE CONSERVATIVES FUND	CLINE	$8,000	4
IN THE ARENA PAC	TEAM HILL	$7,500	2
AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE	AMERICAN CRYSTAL SUGAR COMPAY	$7,500	3
DUKE ENERGY CORPORATION EMPLOYEE POLITICAL ACTION COMMITTEE (DUKEPAC)	DUKE ENERGY CORPORATION	$7,000	3
MIKE JOHNSON FOR LOUISIANA	JOHNSON LEADERSHIP FUND	$6,000	3
JIM JORDAN FOR CONGRESS	BUCKEYE VICTORY FUND	$6,000	3

Outside spending for and against them

Against them
For them

All of it

$401K

Who spent it

ELECT PRINCIPLED VETERANS FUND (EPV FUND)

$314K

AMERICA LEADS ACTION INC.

$67K

CONSERVATIVES FOR AMERICAN EXCELLENCE INC.

$14K

FREEDOM CAUCUS FUND

$6,375

See the data

Spender	For or against	Total	Reports
ELECT PRINCIPLED VETERANS FUND (EPV FUND)	for	$313,565	2
AMERICA LEADS ACTION INC.	for	$66,577	12
CONSERVATIVES FOR AMERICAN EXCELLENCE INC.	for	$14,129	4
FREEDOM CAUCUS FUND	for	$6,375	37

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

SPACE EXPLORATION TECHNOLOGIES

$40K

DUKE ENERGY CORPORATION

$12K

AMERICAN ASSOCIATION OF NURSE PRACTITIONERS

$10K

AMERICAN CRYSTAL SUGAR COMPANY

$7,500

AMERICAN ASSOCIATION OF NURSE ANESTHETISTS

$7,500

NATIONAL ASSOCIATION OF REALTORS

$7,000

HONEYWELL INTERNATIONAL

$5,500

AMERICAN HOSPITAL ASSOCIATION

$5,500

NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION

$5,000

NATIONAL PROPANE GAS ASSOCIATION

$5,000

All 25

Registrant	Total	Items	First	Latest
SPACE EXPLORATION TECHNOLOGIES	$40,000	8	Mar 28, 2025	Mar 28, 2025
DUKE ENERGY CORPORATION	$11,500	5	May 21, 2025	Jun 24, 2026
AMERICAN ASSOCIATION OF NURSE PRACTITIONERS	$10,000	4	Mar 20, 2025	Mar 23, 2026
AMERICAN CRYSTAL SUGAR COMPANY	$7,500	3	Mar 3, 2025	Apr 6, 2026
AMERICAN ASSOCIATION OF NURSE ANESTHETISTS	$7,500	2	Mar 12, 2025	May 14, 2026
NATIONAL ASSOCIATION OF REALTORS	$7,000	4	Mar 26, 2025	Apr 22, 2026
HONEYWELL INTERNATIONAL	$5,500	4	Jun 18, 2025	Dec 16, 2025
AMERICAN HOSPITAL ASSOCIATION	$5,500	5	Feb 11, 2025	May 6, 2026
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION	$5,000	1	Aug 13, 2025	Aug 13, 2025
NATIONAL PROPANE GAS ASSOCIATION	$5,000	1	Jul 16, 2025	Jul 16, 2025
NATIONAL COTTON COUNCIL	$5,000	1	Feb 23, 2026	Feb 23, 2026
NATIONAL BEER WHOLESALERS ASSOCIATION	$5,000	2	Jul 21, 2025	Mar 11, 2026
NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$5,000	1	Aug 19, 2025	Aug 19, 2025
MILLIKEN & COMPANY	$5,000	1	Mar 26, 2025	Mar 26, 2025
MAYNARD NEXSEN PC	$5,000	2	Aug 1, 2025	Jun 23, 2026
INVARIANT LLC	$5,000	1	Jun 2, 2025	Jun 2, 2025
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE	$5,000	1	May 21, 2026	May 21, 2026
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	$4,500	4	Mar 4, 2025	Sep 2, 2025
SAMSUNG ELECTRONICS AMERICA, INC.	$4,000	4	May 13, 2025	Mar 23, 2026
DOMINION ENERGY, INC.	$4,000	4	Feb 11, 2025	May 18, 2026
BOEING COMPANY	$4,000	4	Jun 17, 2025	Feb 26, 2026
NELSON MULLINS RILEY & SCARBOROUGH	$3,500	2	Mar 20, 2025	Mar 5, 2026
NATIONAL ASSOCIATION OF HOME BUILDERS	$3,500	1	May 20, 2026	May 20, 2026
NATIONAL APARTMENT ASSOCIATION	$3,500	2	Aug 8, 2025	Dec 22, 2025
BWX TECHNOLOGIES, INC.	$3,500	2	Nov 21, 2025	Mar 13, 2026

How they've voted lately

Their last 150 roll calls in the 119th Congress, oldest to newest.

Yea
Nay
Not voting
Against their party

May 13, 2026Sep 16, 2026

On the most-lobbied bills

How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.

H.R. 1

An act to provide for reconciliation pursuant to title II of H. Con. R…

3,420 clients

H.R. 8800

National Defense Authorization Act for Fiscal Year 2027

966 clients

H.R. 1968

Full-Year Continuing Appropriations and Extensions Act, 2025

812 clients

H.R. 3838

Streamlining Procurement for Effective Execution and Delivery and Nati…

744 clients

H.R. 4016

Department of Defense Appropriations Act, 2026

711 clients

H.Con.Res. 14

Establishing the congressional budget for the United States Government…

551 clients

H.R. 7148

Consolidated Appropriations Act, 2026

473 clients

H.R. 5371

Continuing Appropriations, Agriculture, Legislative Branch, Military C…

438 clients

H.R. 7567

Farm, Food, and National Security Act of 2026

372 clients

H.R. 4553

Energy and Water Development and Related Agencies Appropriations Act, …

283 clients

H.R. 6938

Commerce, Justice, Science; Energy and Water Development; and Interior…

259 clients

H.R. 6644

21st Century ROAD to Housing Act

257 clients

H.R. 4776

SPEED Act

252 clients

H.R. 3633

Digital Asset Market Clarity Act

247 clients

H.R. 8646

Agriculture, Rural Development, Food and Drug Administration, and Rela…

223 clients

Every vote

Date	Question	Measure	Vote	Result
Sep 16, 2026	On Motion to Suspend the Rules and Pass	S. 2403 Retire through Ownership Act	yea	Passed
Sep 16, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 9497 Water Resources Development Act	yea	Passed
Sep 16, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 9340 Ratepayer Protection Act	yea	Passed
Sep 16, 2026	On Passage	H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A	yea	Passed
Sep 16, 2026	On Passage	H.R. 10326 PROOF Act	yea	Passed
Sep 16, 2026	On Passage	H.R. 9576 National Fraud Enforcement Division Act	yea	Passed
Sep 16, 2026	On Motion to Concur in the Senate Amendments	H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p	yea	Passed
Sep 15, 2026	On Agreeing to the Resolution	H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I	nay	Passed
Sep 15, 2026	On Passage	H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio	yea	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 9500 Tax Relief for Fraud Victims Act	nay	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass	H.R. 2140 Diesel Emissions Reduction Act	nay	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4646 Whistleblower Protection Act	yea	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act	yea	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 2978 GUARD Act	yea	Passed
Sep 15, 2026	On Agreeing to the Resolution	H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.	yea	Passed
Sep 15, 2026	On Ordering the Previous Question	H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.	yea	Passed
Sep 15, 2026	On Motion to Table	H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors	yea	Passed
Sep 14, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 3276 Local Communities & Bird Habitat Stewardship Act	nay	Passed
Sep 14, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act	nay	Passed
Sep 3, 2026	On Passage	H.R. 4795 Protect Economic and Academic Freedom Act	yea	Passed
Sep 2, 2026	On Passage	H.R. 1501 Protecting Domestic Mining Act	yea	Passed
Sep 2, 2026	On Motion to Suspend the Rules and Pass	H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j	yea	Failed
Sep 1, 2026	On Agreeing to the Resolution	H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards	yea	Passed
Sep 1, 2026	On Passage	H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig	yea	Passed
Sep 1, 2026	On Motion to Recommit	H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig	nay	Failed
Sep 1, 2026	On Agreeing to the Resolution	H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes	yea	Passed
Sep 1, 2026	On Agreeing to the Resolution	H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)	yea	Passed
Sep 1, 2026	On Ordering the Previous Question	H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)	yea	Passed
Sep 1, 2026	On Motion to Suspend the Rules and Concur in the Senate Amendments	H.R. 6500 AGOA Extension Act	nay	Passed
Aug 31, 2026	On Motion to Suspend the Rules and Pass	S. 32 Local Access to Courts Act	yea	Passed
Aug 31, 2026	On Motion to Suspend the Rules and Pass	S. 307 Prison Staff Safety Enhancement Act	yea	Passed
Jul 23, 2026	On Passage	H.R. 8884 Removing Barriers to Work for Disabled Americans Act	yea	Passed
Jul 23, 2026	On Agreeing to the Resolution	H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I	nay	Passed
Jul 22, 2026	On Agreeing to the Resolution	H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve	yea	Passed
Jul 22, 2026	On Passage	H.R. 7008 Stop Insider Trading Act	yea	Passed
Jul 22, 2026	On Motion to Recommit	H.R. 7008 Stop Insider Trading Act	nay	Failed
Jul 22, 2026	On Passage	H.R. 8800 National Defense Authorization Act for Fiscal Year 2027	yea	Passed
Jul 22, 2026	On Motion to Recommit	H.R. 8800 National Defense Authorization Act for Fiscal Year 2027	nay	Failed
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Passage	H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes	yea	Passed
Jul 21, 2026	On Passage	H.R. 6955 Main Street Act	yea	Passed
Jul 21, 2026	On Motion to Recommit	H.R. 6955 Main Street Act	nay	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	nay	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Resolution	H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the	yea	Passed
Jul 21, 2026	On Ordering the Previous Question	H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the	yea	Passed
Jul 21, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 1118 Value Over Cost Act	yea	Passed
Jul 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act	yea	Passed
Jul 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4541 EARLY Act Reauthorization	yea	Passed
Jul 16, 2026	On Motion to Recommit	H.R. 9237 Take Care of America’s Veterans Act	nay	Failed
Jul 16, 2026	On Motion to Suspend the Rules and Pass	H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera	yea	Passed
Jul 15, 2026	On Passage	H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027	yea	Passed
Jul 15, 2026	On Motion to Recommit	H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027	nay	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	yea	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	nay	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	nay	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	yea	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	yea	Failed
Jul 14, 2026	On Passage	H.R. 1181 Protecting Privacy in Purchases Act	yea	Passed
Jul 14, 2026	On Motion to Recommit	H.R. 1181 Protecting Privacy in Purchases Act	nay	Failed
Jul 14, 2026	On Passage	H.R. 139 Sunshine Protection Act	yea	Passed
Jul 14, 2026	On Agreeing to the Resolution	H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related	yea	Passed
Jul 14, 2026	On Ordering the Previous Question	H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related	yea	Passed
Jul 13, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8897 Improving Travel for American Families Act	yea	Passed
Jul 13, 2026	On Motion to Suspend the Rules and Pass	H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act	yea	Passed
Jun 30, 2026	On Agreeing to the Resolution	H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm	yea	Passed
Jun 30, 2026	On Agreeing to the Resolution	H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban	nay	Failed
Jun 30, 2026	On Agreeing to the Resolution	H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383	yea	Failed
Jun 30, 2026	On Ordering the Previous Question	H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383	yea	Passed
Jun 29, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 7128 TRIA Program Reauthorization Act	nay	Passed
Jun 29, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 7757 KIDS Act	yea	Passed
Jun 25, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 2478 Financial Exploitation Prevention Act	yea	Passed
Jun 24, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 915 Small Business Technological Advancement Act	yea	Passed
Jun 24, 2026	On Motion to Suspend the Rules and Pass	H.R. 7401 Small Business Lending Fraud Prevention Act	yea	Passed
Jun 23, 2026	On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt	H.R. 6644 Housing for the 21st Century Act	nay	Passed
Jun 23, 2026	On Motion to Suspend the Rules and Pass	S. 629 Emergency Conservation Program Improvement Act	nay	Passed
Jun 11, 2026	On Agreeing to the Resolution	H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau	yea	Passed
Jun 11, 2026	On Motion to Suspend the Rules and Pass	H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo	yea	Failed
Jun 10, 2026	On Passage	H.R. 8464 Stopping Fraudulent Payments Act	yea	Passed
Jun 10, 2026	On Motion to Recommit	H.R. 8464 Stopping Fraudulent Payments Act	nay	Failed
Jun 10, 2026	On Passage	H.R. 8312 Fraud Prevention and Accountability Act	yea	Passed
Jun 10, 2026	On Passage	H.R. 7892 No Aid for Ghost Students Act	yea	Passed
Jun 9, 2026	On Passage	H.R. 5408 Faster Labor Contracts Act	nay	Passed
Jun 9, 2026	On Agreeing to the Resolution	H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act	nay	Passed
Jun 9, 2026	On Passage	S. 2 Secure America Act	yea	Passed
Jun 9, 2026	On Motion to Commit	S. 2 Secure America Act	nay	Failed
Jun 9, 2026	On Motion to Discharge	H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act	nay	Passed
Jun 9, 2026	On Agreeing to the Resolution	H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355	yea	Passed
Jun 9, 2026	On Ordering the Previous Question	H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355	yea	Passed
Jun 8, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8428 Federal Fraud Prevention Workforce Training Act	yea	Passed
Jun 8, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8466 TRUE Accountability Act	yea	Passed
Jun 4, 2026	On Passage	H.R. 2913 Ukraine Support Act	nay	Passed
Jun 4, 2026	On Agreeing to the Resolution	H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes	nay	Passed
Jun 4, 2026	On Passage	H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027	yea	Passed
Jun 4, 2026	On Motion to Recommit	H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027	nay	Failed
Jun 4, 2026	On Agreeing to the Resolution	H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules	yea	Passed
Jun 4, 2026	On Ordering the Previous Question	H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules	yea	Passed
Jun 4, 2026	On Agreeing to the Resolution	H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon	nay	Failed
Jun 3, 2026	On Motion to Discharge	H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes	nay	Passed
Jun 3, 2026	On Agreeing to the Resolution	H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I	nay	Passed
Jun 3, 2026	On Passage	H.R. 7726 No Funds for Repeat Child Care Violations Act	yea	Passed
Jun 3, 2026	On Motion to Recommit	H.R. 7726 No Funds for Repeat Child Care Violations Act	nay	Failed
Jun 3, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act	nay	Passed
Jun 3, 2026	On Agreeing to the Resolution	H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp	yea	Passed
Jun 3, 2026	On Ordering the Previous Question	H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp	yea	Passed
Jun 3, 2026	On Motion to Suspend the Rules and Pass	S. 254 ARTIST Act	nay	Passed
Jun 3, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 7618 American Battlefield Protection Program Amendments Act	nay	Passed
May 21, 2026	On Passage	H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act	yea	Passed
May 21, 2026	On Passage	H.R. 1041 Veterans 2nd Amendment Protection Act	yea	Passed
May 21, 2026	On Motion to Recommit	H.R. 1041 Veterans 2nd Amendment Protection Act	nay	Failed
May 21, 2026	On Passage	H.R. 1329 Smithsonian American Women’s History Museum Act	yea	Failed
May 21, 2026	On Motion to Recommit	H.R. 1329 Smithsonian American Women’s History Museum Act	nay	Failed
May 20, 2026	On Agreeing to the Resolution	H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604	yea	Passed
May 20, 2026	On Ordering the Previous Question	H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604	yea	Passed
May 20, 2026	On Passage	H.R. 2616 PROTECT Kids Act	yea	Passed
May 20, 2026	On Motion to Recommit	H.R. 2616 PROTECT Kids Act	nay	Failed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass	S. 1003 Lulu’s Law	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass	S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 5317 Community Bank Deposit Access Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4544 American Access to Banking Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 3234 Keeping Deposits Local Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Agree	H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment	yea	Passed
May 15, 2026	On Passage	H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb	yea	Passed
May 15, 2026	On Agreeing to the Amendment	H.R. 8469	yea	Failed
May 14, 2026	On Passage	H.R. 8365 Monitor Accountability Act	yea	Passed
May 14, 2026	On Motion to Recommit	H.R. 8365 Monitor Accountability Act	nay	Failed
May 14, 2026	On Passage	H.R. 5625 Cashless Bail Reporting Act	yea	Passed
May 14, 2026	On Agreeing to the Resolution	H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag	nay	Failed
May 14, 2026	On Passage	H.R. 6260 Keeping Violent Offenders Off Our Streets Act	yea	Passed
May 14, 2026	On Motion to Recommit	H.R. 6260 Keeping Violent Offenders Off Our Streets Act	nay	Failed
May 13, 2026	On Motion to Suspend the Rules and Agree	H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor	yea	Passed
May 13, 2026	On Motion to Suspend the Rules and Agree	H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame	yea	Passed
May 13, 2026	On Agreeing to the Resolution	H.Con.Res. 96 Expressing support for law enforcement officers	yea	Passed

What they sponsor bills about

119th Congress: 20 sponsored, 0 became law

Armed Forces and National Security

Crime and Law Enforcement

Taxation

Immigration

Health

Science, Technology, Communications

International Affairs

Government Operations and Politics

Their bills

Bill	Latest action
H.R. 10954 Don’t Flush Babies Act	Nov 5, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 10859 Biotech Defense Act	Oct 22, 2026 Referred to the Committee on Armed Services, and in addition to the Committee on Intelligence (Permanent Selec
H.R. 10860 Stop Beijing’s Bots Act	Oct 22, 2026 Referred to the House Committee on Armed Services.
H.R. 10861 Blocking Foreign Cellular Modules in Defense Systems Act of 2026	Oct 22, 2026 Referred to the House Committee on Armed Services.
H.R. 9592 American Space Leadership for the 21st Century Act	Jul 6, 2026 Referred to the House Committee on Foreign Affairs.
H.R. 9421 Ban Abortion by Mail Act	Jun 24, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 9328 Improving Travel for Military Members Act	Jul 14, 2026 Received in the Senate and Read twice and referred to the Committee on Commerce, Science, and Transportation.
H.R. 8213 Defending Women in the Workplace Act	Apr 9, 2026 Referred to the House Committee on Education and Workforce.
H.R. 8040 No Mercy for Terrorists Act of 2026	Mar 24, 2026 Referred to the House Committee on the Judiciary.
H.R. 7898 National Guard Protective Zone Act	Mar 12, 2026 Referred to the House Committee on the Judiciary.
H.R. 7235 Protecting Motherhood Act	Jan 23, 2026 Referred to the House Committee on Oversight and Government Reform.
H.R. 6940 Hope Heals Act of 2026	Jan 6, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 5934 Major Thomas D. Howie Congressional Gold Medal	Nov 7, 2025 Referred to the House Committee on Financial Services.
H.R. 4216 Made-in-America Defense Act	Sep 3, 2025 Received in the Senate and Read twice and referred to the Committee on Foreign Relations.
H.R. 3860 No Passports for Terrorists and Traffickers Act	Jun 10, 2025 Referred to the House Committee on Foreign Affairs.
H.R. 3861 Mobilizing Against Sanctuary Cities Act	Jun 10, 2025 Referred to the Committee on the Judiciary, and in addition to the Committee on Oversight and Government Refor
H.R. 3576 Veterans’ Life Insurance Expansion and Integrity Act of 2025	Jun 6, 2025 Referred to the Subcommittee on Disability Assistance and Memorial Affairs.
H.R. 3033 Protecting the Mailing of Firearms Act	Apr 28, 2025 Referred to the Committee on Oversight and Government Reform, and in addition to the Committee on the Judiciar
H.R. 3034 NFA SBS Act	Apr 28, 2025 Referred to the Committee on Ways and Means, and in addition to the Committee on the Judiciary, for a period t
H.R. 2670 FIGHTER Act of 2025	Apr 9, 2025 Sponsor introductory remarks on measure. (CR H1553)

Congress	Sponsored	Became law	Cosponsored
119th	20	0	321

Subcommittees

Holdings and trades

$12.2M – $20.2M+net worth, 2025 report

430trades on their reports

177 of 266trades reported after 45 days

131 daystypical time to report a trade

0reports filed on paper

3filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2025 report

PH Healthcare Services, Inc.

Corporate Securities · Spouse

$1.0M+

South State Bank

Bank Deposit · Spouse

$1.0M+

PIMCO RealPath Blend Income Fund Class Institutional

RF · Spouse

$1.0M+

UBS Financial Services 26 ⇒ Bank of Nova Scotia

Corporate Securities · Spouse

$1.0M+

UBS Financial Services 26 ⇒ JP Morgan Chase Finance

Corporate Securities · Spouse

$1.0M+

UBS Financial Services 26 ⇒ Morgan Stanley Finance

Corporate Securities · Spouse

$1.0M+

UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S

Other · Spouse

$500K+

UBS Financial Services 26 ⇒ Bank of Nova Scotia

Corporate Securities · Spouse

$500K+

UBS Financial Services 26 ⇒ HSBC USA

Corporate Securities · Spouse

$500K+

UBS Financial Services 26 ⇒ JP Morgan Chase Finance

Corporate Securities · Spouse

$500K+

UBS Financial Services 26 ⇒ JP Morgan Chase Finance

Corporate Securities · Spouse

$500K+

UBS Financial Services 26 ⇒ JP Morgan Chase Finance

Corporate Securities · Spouse

$500K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
PH Healthcare Services, Inc.	Corporate Securities	Spouse	$1.0M – —	Interest: $100K – $1.0M
South State Bank	Bank Deposit	Spouse	$1.0M – —	Interest: $1,001 – $2,500
PIMCO RealPath Blend Income Fund Class Institutional	RF	Spouse	$1.0M – —	Dividends: $5,001 – $15K
UBS Financial Services 26 ⇒ Bank of Nova Scotia	Corporate Securities	Spouse	$1.0M – —	None: —
UBS Financial Services 26 ⇒ JP Morgan Chase Finance	Corporate Securities	Spouse	$1.0M – —	None: —
UBS Financial Services 26 ⇒ Morgan Stanley Finance	Corporate Securities	Spouse	$1.0M – —	None: —
UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S	Other	Spouse	$500K – $1.0M	Dividends: $15K – $50K
UBS Financial Services 26 ⇒ Bank of Nova Scotia	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ HSBC USA	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ JP Morgan Chase Finance	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ JP Morgan Chase Finance	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ JP Morgan Chase Finance	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ Morgan Stanley Finance	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ Morgan Stanley Finance	Corporate Securities	Spouse	$500K – $1.0M	None: —
UBS Financial Services 26 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S	Other	Spouse	$500K – $1.0M	Dividends: $15K – $50K
UBS Financial Services Inc 35 ⇒ US Treasury Notes (various maturities)	Government Securities	Spouse	$500K – $1.0M	Capital Gains, Interest: $5,001 – $15K
SC 2024 Revitalization Tax Credit Fund, LLC	Business Entity	Spouse	$250K – $500K	Dividends, Interest: $1,001 – $2,500
UBS Financial Services 26 ⇒ Bank of Nova Scotia	Corporate Securities	Spouse	$250K – $500K	None: —
UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS PARTNERS	Investment Fund	Spouse	$250K – $500K	None: —
UBS Financial Services 26 ⇒ JP Morgan Chase Finance	Corporate Securities	Spouse	$250K – $500K	None: —
UBS Financial Services 26 ⇒ KKR REAL ESTATE SELECT TRUST- CLASS U	RF	Spouse	$250K – $500K	Dividends: $5,001 – $15K
UBS Financial Services 26 ⇒ Morgan Stanley Finance	Corporate Securities	Spouse	$250K – $500K	None: —
UBS Financial Services 26 ⇒ SL Partners VII (iCapital)	Investment Fund	Spouse	$250K – $500K	None: —
UBS Financial Services 26 ⇒ BARCLAYS BANK PLC TAR-SS INTL BASKET	Bank Deposit	Spouse	$100K – $250K	None: —
UBS Financial Services 26 ⇒ COATUE INNOVATION FUND	Investment Fund	Spouse	$100K – $250K	None: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Apollo Debt Solutions BDC Class S

2025–2026 · $17K – $255K

17 trades

Oaktree Strategic Credit Fund Class S

2025–2026 · $17K – $255K

17 trades

UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S

2025–2025 · $10K – $150K

10 trades

UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S

2025–2025 · $9,009 – $135K

9 trades

UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2025

2025–2025 · $6,006 – $90K

6 trades

KKR Real Estate Select Trust Class U

2025–2026 · $6,006 – $90K

6 trades

Bank of Nova Scotia

2025–2026 · $1.6M – $3.1M

5 trades

UBS Financial Services 26 ⇒ JP Morgan Chase Finance

2025–2025 · $1.5M – $3.0M

5 trades

JP Morgan Chase Finance

2025–2025 · $1.5M – $3.0M

5 trades

US Treasury Note 11/15/2025

2025–2025 · $5,005 – $75K

5 trades

Their latest 300 of 430 trades

Date	Asset	Trade	Owner	Amount	Days to report
2026-09-30	Oaktree Strategic Credit Fund Class S via W.S.B Trust > Rockefeller Cap. Mgmt 3	Purchase	Spouse	$1,001 – $15K	27
2026-09-01	Bank of Nova Scotia [CS] Rockefeller Cap. Mgmt 3 (Owner: SP) Managed Account UBS Financial via W.S.B Trust > Rockefeller Cap. Mgmt 3	Purchase	Spouse	$500K – $1.0M	21
2026-08-31	Alphakeys Blackstone Life Sciences VI LP via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	22
2026-08-28	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	25
2026-08-19	Bank of Nova Scotia via W.S.B Trust > Rockefeller Cap. Mgmt 3	Sale (Full)	Spouse	$500K – $1.0M	34
2026-06-30	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	27
2026-05-29	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	11
2026-05-27	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	13
2026-05-01	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	39
2026-04-28	Alphakeys Blackstone Life Sciences VI LP via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	42
2026-03-30	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	17
2026-03-27	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	20
2026-03-04	iShares Bitcoin Trust ETF via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$100K – $250K	43
2026-03-03	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	44
2026-02-27	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	22
2026-02-19	Barclays Bank PLC Tar-Ss Intl Basket via W.S.B Trust > UBS Financial Services 26	Sale (Full)	Spouse	$100K – $250K	30
2026-02-18	US TSY Bond Due 02/15/36 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$15K – $50K	31
2026-02-17	US TSY Note Due 02/15/26 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Full)	Spouse	$15K – $50K	32
2026-02-15	US TSY Due 02/15/26 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Full)	Spouse	$1,001 – $15K	34
2026-02-06	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	43
2026-02-04	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	45
2026-02-04	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	45
2026-01-05	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	43
2025-12-31	BNP Paribas via UBS Financial Services, Inc. > UBS Financial Services, Inc. 96	Purchase	Joint	$50K – $100K	36
2025-12-31	Bank of Nova Scotia via UBS Financial Services, Inc. > UBS Financial Services, Inc. 96	Purchase	Joint	$50K – $100K	36
2025-12-31	UBS Financial Services, Inc. 96 ⇒ BNP PARIBAS via UBS Financial Services, Inc.	Purchase	Joint	$50K – $100K	annual
2025-12-31	UBS Financial Services, Inc. 96 ⇒ BANK OF NOVA SCOTIA via UBS Financial Services, Inc.	Purchase	Joint	$50K – $100K	annual
2025-12-30	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	37
2025-12-30	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	37
2025-12-30	UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-30	UBS Financial Services 26 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-26	SL Partners VII (icapital), L.p. Fund via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$50K – $100K	41
2025-12-26	Coatue Innovation Fund via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	41
2025-12-26	UBS Financial Services 26 ⇒ SL PARTNERS VII (ICAPITAL), L.P. FUND via W.S.B Trust	Purchase	Spouse	$50K – $100K	annual
2025-12-26	UBS Financial Services 26 ⇒ COATUE INNOVATION FUND via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-12-22	US TSY Note 11/30/26 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 11/15/34 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 11/15/33 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 11/15/32 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 11/15/31 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 11/15/29 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 08/15/33 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 08/15/31 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 08/15/29 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 08/15/27 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 05/31/30 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 05/15/32 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/28/27 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/15/34 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/15/32 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/15/31 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/15/30 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/15/28 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	US TSY Note 02/15/33 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	Fannie Mae Note 9/24/26 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Partial)	Spouse	$1,001 – $15K	45
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/32 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/34 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 05/15/32 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/32 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/31 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/15/31 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/34 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/31 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 05/31/30 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/33 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/28/27 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/30 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/33 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/30/26 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/29 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/15/29 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/15/33 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/28 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/15/27 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-22	UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/26 via W.S.B Trust	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-12-12	UBS AG via UBS Financial Services, Inc. > UBS Financial Services, Inc. 96	Sale (Full)	Joint	$15K – $50K	33
2025-12-12	UBS Financial Services, Inc. 96 ⇒ UBS AG via UBS Financial Services, Inc.	Sale (Full)	Joint	$15K – $50K	annual
2025-12-02	US TSY NOTE 11/15/33 [GS] managed account via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 11/15/32 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 11/15/31 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 08/31/30 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 08/15/33 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 08/15/31 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 05/15/35 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 05/15/32 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 02/15/35 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 02/15/34 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 02/15/33 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 02/15/32 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Note 02/15/26 via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Due 11/15/34 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	US TSY Due 05/15/34 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	Fannie Mae Note 9/24/26 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	43
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY DUE 05/15/34 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/31 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/15/31 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY DUE 11/15/34 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 05/15/32 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/32 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/34 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/33 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/33 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/31/30 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 05/15/35 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 11/15/32 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 02/15/35 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/26 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services Inc 35 ⇒ US TSY NOTE 08/15/33 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services 26 ⇒ KKR Real Estate Select Trust Class U via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-02	UBS Financial Services 26 ⇒ US TSY NOTE 02/15/26 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-12-01	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	44
2025-12-01	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-11-28	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	31
2025-11-28	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-11-17	US Treasury Note 11/15/2025 [GS] SP) UBS Financial Services 26 (Owner: SP) managed account via W.S.B Trust > UBS Financial Services Inc 35	Sale (Full)	Spouse	$1,001 – $15K	42
2025-11-17	US Treasury Note 11/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Full)	Spouse	$1,001 – $15K	42
2025-11-17	US Treasury Note 11/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Sale (Full)	Spouse	$1,001 – $15K	42
2025-11-17	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2025 via W.S.B Trust	Sale (Full)	Spouse	$1,001 – $15K	annual
2025-11-17	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2025 via W.S.B Trust	Sale (Full)	Spouse	$1,001 – $15K	annual
2025-11-17	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2025 via W.S.B Trust	Sale (Full)	Spouse	$1,001 – $15K	annual
2025-11-04	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	55
2025-11-04	UBS Financial Services 26 ⇒ KKR Real Estate Select Trust Class U via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-10-30	Oaktree Strategic Credit Fund Class S [OT] Further, I CERTIFY that I have disclosed Sheri via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	35
2025-10-30	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-10-29	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	36
2025-10-29	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-10-01	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	30
2025-10-01	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-09-29	Oaktree Strategic Credit Fund Class S [OT] Further, I CERTIFY that I have disclosed Sheri via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	32
2025-09-29	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-09-18	SL Partners VII iCapital LP via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	17
2025-09-18	UBS Financial Services 26 ⇒ SL Partners VII iCapital LP via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-29	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	37
2025-08-29	UBS Financial Services 26 ⇒ KKR Real Estate Select Trust Class U via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-27	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	39
2025-08-27	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	US Treasury Note 8/31/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 8/15/2029 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 8/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 8/15/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 5/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 2/15/2035 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 2/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 2/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 11/30/2026 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	US Treasury Note 11/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	41
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2035 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/31/2030 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2033 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2028 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/15/2028 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2028 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2025 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2027 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2029 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-25	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/30/2026 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-18	SL Partners VII iCapital LP via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	48
2025-08-18	UBS Financial Services 26 ⇒ SL Partners VII iCapital LP via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-01	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	65
2025-08-01	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	65
2025-08-01	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-08-01	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-07-31	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	66
2025-07-31	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-07-30	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	67
2025-07-30	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-07-09	iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$100K – $250K	88
2025-06-26	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	101
2025-06-26	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-06-17	US Treasury Note 5/15/2035 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$15K – $50K	110
2025-06-17	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/15/2035 via W.S.B Trust	Purchase	Spouse	$15K – $50K	annual
2025-06-04	Icapital-Arctos Sports Partners Fund II Access Fund LP via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$15K – $50K	123
2025-06-04	UBS Financial Services 26 ⇒ Icapital-Arctos Sports Partners Fund II Access Fund LP via W.S.B Trust	Purchase	Spouse	$15K – $50K	annual
2025-06-02	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	125
2025-06-02	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	US Treasury Note 8/31/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 8/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 8/15/2031 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 8/15/2029 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 8/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 8/15/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 8/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 6/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 5/31/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 5/31/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 5/15/2034 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 5/15/2032 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 5/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/28/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/28 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2035 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2034 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2032 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2031 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2029 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 2/15/2026 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/30/2026 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/15/31 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/15/2034 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/15/2032 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/15/2029 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	US Treasury Note 11/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	KKR Real Estate Select Trust Class U via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	Fannie Mae Note 9/24/2026 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	128
2025-05-30	UBS Financial Services 26 ⇒ KKR Real Estate Select Trust Class U via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2035 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2033 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/15/2034 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2034 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2032 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/31/2030 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2034 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2033 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/31/2030 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2033 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2028 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 6/15/2025 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/15/2032 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/15/2028 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/28 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 5/31/2027 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2029 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2025 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2027 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2025 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2032 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/2029 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/30/2026 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2029 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2026 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2030 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 11/15/31 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 8/15/2031 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/28/2027 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ US Treasury Note 2/15/2031 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-30	UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/2026 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-28	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	130
2025-05-28	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-05-27	Bank of Nova Scotia via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	131
2025-05-27	UBS Financial Services 26 ⇒ Bank of Nova Scotia via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-05-01	Apollo Debt Solutions BDC Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	157
2025-05-01	UBS Financial Services 26 ⇒ Apollo Debt Solutions BDC Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-04-28	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	160
2025-04-28	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-04-22	SL Partners VII (ICapital) Fund via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	166
2025-04-22	UBS Financial Services 26 ⇒ Lord Abbett Credit Opportunities Fund Class A via W.S.B Trust	Sale (Full)	Spouse	$250K – $500K	annual
2025-04-22	UBS Financial Services 26 ⇒ SL Partners VII (ICapital) Fund via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-04-15	JP Morgan Chase Finance via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	173
2025-04-15	UBS Financial Services 26 ⇒ JP Morgan Chase Finance via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-04-09	UBS Financial Services 26 ⇒ 1WS Credit Income Fund via W.S.B Trust	Sale (Full)	Spouse	$250K – $500K	annual
2025-04-01	Apollo Debt Solutions BDC Class S via UBS Financial Services > 95	Purchase	Spouse	$1,001 – $15K	187
2025-03-31	KKR Real Estate Select Trust Class U via UBS Financial Services > 95	Purchase	Spouse	$1,001 – $15K	188
2025-03-31	UBS Financial Services 26 ⇒ Lord Abbett Credit Opportunities Fund Class A via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-03-28	UBS Financial Services, Inc. 96 ⇒ Canadian Imperial Bank of Commerce via UBS Financial Services, Inc.	Sale (Full)	Joint	$50K – $100K	annual
2025-03-27	Oaktree Strategic Credit Fund Class S via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1,001 – $15K	192
2025-03-27	Morgan Stanley Finance via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$1.0M – $5.0M	192
2025-03-27	JP Morgan Chase Finance via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	192
2025-03-27	HSBC USA via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	192
2025-03-27	UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-03-27	UBS Financial Services 26 ⇒ Morgan Stanley Finance via W.S.B Trust	Purchase	Spouse	$1.0M – $5.0M	annual
2025-03-27	UBS Financial Services 26 ⇒ JP Morgan Chase Finance via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-03-27	UBS Financial Services 26 ⇒ HSBC USA via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-03-27	UBS Financial Services 26 ⇒ 1WS CREDIT INCOME FUND CLASS A-2 via W.S.B Trust	Purchase	Spouse	$1,001 – $15K	annual
2025-03-26	Morgan Stanley Finance via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	193
2025-03-26	JP Morgan Chase Finance via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	193
2025-03-26	Bank of Nova Scotia via W.S.B Trust > UBS Financial Services 26	Purchase	Spouse	$250K – $500K	193
2025-03-26	UBS Financial Services 26 ⇒ Morgan Stanley Finance via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-03-26	UBS Financial Services 26 ⇒ JP Morgan Chase Finance via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-03-26	UBS Financial Services 26 ⇒ Bank of Nova Scotia via W.S.B Trust	Purchase	Spouse	$250K – $500K	annual
2025-03-19	US Treasury Note 8/31/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 8/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 8/15/2031 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 8/15/2029 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 8/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 8/15/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 8/15/2025 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 5/31/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 5/31/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 5/15/2034 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 5/15/2032 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 5/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 4/30/2025 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/28/2027 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2034 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2032 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2031 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2030 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2029 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2028 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 2/15/2026 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 11/30/2026 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 11/15/2034 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 11/15/2033 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 11/15/2032 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200
2025-03-19	US Treasury Note 11/15/2031 via W.S.B Trust > UBS Financial Services Inc 35	Purchase	Spouse	$1,001 – $15K	200

What their office spends

What Biggs's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,831,245 over the last 4 quarters, 78% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q2 '26	$363,962	$38,971	$19,683	$4,157	$5,030	$431,802
Q1 '26	$328,191	$38,304	$26,584	$38,097	$79,401	$510,577
Q4 '25	$411,668	$17,729	$17,426	$6,236	$38,961	$492,020
Q3 '25	$319,178	$32,250	$17,207	$3,991	$24,219	$396,846
Q2 '25	$348,505	$30,610	$13,881	$3,286	$15,576	$411,858
Q1 '25	$294,021	$19,858	$10,963	$3,224	$25,545	$353,610

Who the office paid

Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).

Adkins Ricky L.

Chief of Staff

$214,220

Ringer Christopher W.

Legislative Director

$117,654

Hart Tosha L.

District Director

$111,575

Mcallister Thomas E.

Deputy Chief of Staff/director

$111,424

Phillips Luke S.

Press Assistant/legis Asst

$78,379

Busch Charles F.

Legislative Correspondent

$73,804

Kelley Reagan

Senior Policy Advisor

$70,900

Wells Johanna G.

Scheduler

$63,716

Rosecrans Emily V.

Legislative Correspondent · Legislative Assistant

$63,328

Jackson Susan

Director of Outreach

$62,562

All 40

Name	Title	Paid	Quarters
Adkins Ricky L.	Chief of Staff	$214,220	4
Ringer Christopher W.	Legislative Director	$117,654	4
Hart Tosha L.	District Director	$111,575	4
Mcallister Thomas E.	Deputy Chief of Staff/director	$111,424	4
Phillips Luke S.	Press Assistant/legis Asst	$78,379	4
Busch Charles F.	Legislative Correspondent	$73,804	4
Kelley Reagan	Senior Policy Advisor	$70,900	4
Wells Johanna G.	Scheduler	$63,716	4
Rosecrans Emily V.	Legislative Correspondent · Legislative Assistant	$63,328	4
Jackson Susan	Director of Outreach	$62,562	3
Nguyen Katarina A.	Caseworker	$62,000	4
Watkins William P.	Field Representative	$61,810	4
Redmon Daniel J.	Staff Assistant · Legislative Correspondent/pres	$54,934	4
Mahaffey Teresa P.	Caseworker	$53,700	4
Harbert Summer B.	Field Representative	$52,500	4
Brown Neal F.	Part-time Employee	$34,450	4
Roos Amber E.	Shared Employee	$25,000	4
Thomason Susan	Director of Outreach	$22,062	1
O'keefe Olivia	Paid Intern - House Program · Temporary Employee · Staff Assistant	$21,333	3
Bennett Heather R.	Part-time Employee	$15,667	2
Hayes Catherine B.	Shared Employee	$10,000	2
Reitz Timothy H.	Executive Director	$7,750	1
Alexander Kelly R.	Paid Intern - House Program	$6,783	1
Bartley Colin	Paid Intern - House Program	$6,353	2
Barber Donald G.	Shared Employee	$5,000	1
Adamian Anna	Shared Employee	$2,583	1
Bailey Madeleine E.	Paid Intern - House Program	$2,350	1
Herd Ian A.	Paid Intern - House Program	$1,950	1
Gregory Kennedy	Paid Intern - House Program	$1,633	2
Whelehan Elizabeth	Paid Intern - House Program	$1,250	1
Tibbetts Colton R.	Paid Intern - House Program	$1,000	1
Duncan Melton	Paid Intern - House Program	$1,000	1
Dyke Emily B.	Paid Intern - House Program	$950	1
Stapleton Tia F.	District Office Paid Intern -	$720	2
Lucci Alyssa	District Office Paid Intern -	$717	1
Dowd Catherine P.	District Office Paid Intern -	$600	1
Clark Lillian E.	District Office Paid Intern -	$540	1
Brooks Mary E.	Paid Intern - House Program	$450	1
White Declan A.	District Office Paid Intern -	$250	1
Kinley Cole C.	Paid Intern - House Program	$100	1

Private funds

38private funds, LLCs and trusts with no ticker

4file a Form D with the SEC

0 of 3bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

Funds, by who runs themNo public filing

iCapital PE GP, LLC

3 funds · manager per Form D

$65K

KKR Real Estate Select Trust Class U

files a Form D

$48K

W.S.B Trust

trades went through it

$9.7M

W.S.B Trust > UBS Financial Services 26

trades went through it

$9.0M

Second Veterans Holding Company, Inc.

held from 2024

$3.0M

W.S.B Trust > Rockefeller Cap. Mgmt 3

trades went through it

$1.5M

Cresent Indemnity Company LTD

held from 2024

$1.0M

HMR Veterans Services Inc.

held from 2024

$1.0M

HMR of Alabama, Inc.

held from 2024

$1.0M

HMR, Governmental Services, Inc.

held from 2024

$1.0M

HMRx, LLC

held from 2024

$1.0M

PH Health Care Services, Inc.

held from 2024

$1.0M

Texas VSI, LLC

held from 2024

$1.0M

VSI of South Carolina, LLC

held from 2024

$1.0M

When they bought in

Funds with a Form D, by how long after the fund's first sale (as its Form D gives it) Biggs first bought in. Amber: within 30 days either way, among a fund's first investors.

More than a month before

0 funds

Within 30 days

0 funds

1–6 months after

0 funds

6–12 months after

0 funds

1–3 years after

1 fund

Over 3 years after

2 funds

All 38, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	Manager	Formed	Kind	Minimum	Investors	First sale	They bought	Traded	Held
W.S.B Trust trades went through it							2025-03-14	$4.8M – $14.5M
W.S.B Trust > UBS Financial Services 26 trades went through it							2025-03-14	$4.8M – $13.3M
Second Veterans Holding Company, Inc.							held 2024		$1.0M – $5.0M
W.S.B Trust > Rockefeller Cap. Mgmt 3 trades went through it							2026-09-01	$1.0M – $2.0M
Cresent Indemnity Company LTD							held 2024		$1.0M – $1.0M
HMR Veterans Services Inc.							held 2024		$1.0M – $1.0M
HMR of Alabama, Inc.							held 2024		$1.0M – $1.0M
HMR, Governmental Services, Inc.							held 2024		$1.0M – $1.0M
HMRx, LLC							held 2024		$1.0M – $1.0M
PH Health Care Services, Inc.							held 2024		$1.0M – $1.0M
Texas VSI, LLC							held 2024		$1.0M – $1.0M
VSI of South Carolina, LLC							held 2024		$1.0M – $1.0M
W.S.B Trust > UBS Financial Services Inc 35 trades went through it							2025-03-19	$156K – $1.8M
UBS Financial Services 26 ⇒ Oaktree Strategic Credit Fund Class S							2025-03-27	$10K – $150K	$500K – $1.0M
95 ⇒ Oaktree Strategic Credit Fund Class S							2025-02-03	$3,003 – $45K	$500K – $1.0M
UBS Financial Services 26 ⇒ COATUE INNOVATION FUND							2025-12-26	$250K – $500K	$100K – $250K
UBS Financial Services 26 ⇒ KKR Real Estate Select Trust Class U							2025-05-30	$4,004 – $60K	$250K – $500K
95 ⇒ SL Partners VII (iCapital)							held 2024		$250K – $500K
Coatue Innovation Fund							2025-12-26	$250K – $500K
SC 2024 Revitalization Tax Credit Fund, LLC							held 2025		$250K – $500K
UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS PARTNERS							held 2025		$250K – $500K
UBS Financial Services 26 ⇒ SL Partners VII (iCapital)							held 2025		$250K – $500K
Oaktree Strategic Credit Fund Class S							2025-02-03	$17K – $255K
SL Partners VII (ICapital) Fund							2025-01-06	$66K – $165K
UBS Financial Services 26 ⇒ SL Partners VII (ICapital) Fund							2025-04-22	$51K – $115K
KKR Real Estate Select Trust Class U filed as KKR Real Estate Select Trust Inc.		2020, Maryland		$1,000	125	2021-01-27	2025-03-31	$6,006 – $90K
95 ⇒ SL Partners VII (ICapital) Fund							2025-01-06	$15K – $50K
Icapital-Arctos Sports Partners Fund II Access Fund LP	iCapital PE GP, LLC	2022, Delaware	Private Equity Fund		1123	2023-12-21	2025-06-04	$15K – $50K
UBS Financial Services 26 ⇒ Icapital-Arctos Sports Partners Fund II Access Fund LP							2025-06-04	$15K – $50K
Alphakeys Blackstone Life Sciences VI LP	iCapital PE GP, LLC	2025, Delaware	Private Equity Fund		0		2026-04-28	$2,002 – $30K
SL Partners VII iCapital LP	iCapital PE GP, LLC	2022, Delaware	Private Equity Fund		760	2022-07-12	2025-08-18	$2,002 – $30K
UBS Financial Services 26 ⇒ SL Partners VII iCapital LP							2025-08-18	$2,002 – $30K
95 ⇒ KKR Real Estate Select Trust Class U							2025-03-31	$1,001 – $15K
95 ⇒ iCapital-Arctos Sports Partners Fund II							2025-02-27	$1,001 – $15K
Oaktree Strategic Credit Fund Class S [OT] Further, I CERTIFY that I have disclosed Sheri							2025-09-29	$1,001 – $15K
Oaktree Strategic Credit Fund Class S [OT] Further, I CERTIFY that I have disclosed Sheri							2025-10-30	$1,001 – $15K
VODACOM GROUP LTD S/ADR (VDMCY) [ST] Services (Owner: SP) managed account Services ⇒ 95 (O								$1,001 – $15K
iCapital-Arctos Sports Partners Fund II							2025-02-27	$1,001 – $15K

How their trades did

Each of Biggs's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 47 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.

the same trades on other days (95% of the time)
their average against the market

-5.0%-2.5%0+2.5%+5.0%

30 days later

47 trades · 49% beat the market

+0.5%

90 days later

47 trades · 62% beat the market

+4.3%

Before the public knew: between trading and first reporting a trade (a median of 201 days; 100% of them reported late), their trades moved +8.4% against the market, where the same trades on other days give -6.0% to +6.7%: above that range, though not once every member is tested. Copying each on the day it was reported would have earned +1.6% over the next 30 days.

Best timed

Sold Himax Technologies, Inc. - American depositary shares, each of which represents two (HIMX) 2025-03-18 · $1,001 – $15K · +25.7% against the market in 30 days, +10.9% in 90
Sold Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) 2025-03-18 · $1,001 – $15K · +17.8% against the market in 30 days, +26.5% in 90
Sold Sociedad Quimica y Minera S.A. (SQM) 2025-03-18 · $1,001 – $15K · +17.6% against the market in 30 days, +35.1% in 90

Worst timed

Sold America Movil, S.A.B. de C.V. American Depositary Shares (AMX) 2025-03-18 · $1,001 – $15K · -18.4% against the market in 30 days, -14.3% in 90
Sold Northrop Grumman Corporation (NOC) 2025-03-19 · $15K – $50K · -17.2% against the market in 30 days, +3.1% in 90
Sold Unilever PLC (UL) 2025-03-18 · $1,001 – $15K · -14.6% against the market in 30 days, -0.1% in 90

Financial disclosures

21 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Oct 27, 2026	Periodic Transaction Report	1
Sep 22, 2026	Periodic Transaction Report	4
Aug 13, 2026	Annual Report for 2025	250
Jul 27, 2026	Periodic Transaction Report	1
Jun 9, 2026	Periodic Transaction Report	4
Apr 16, 2026	Periodic Transaction Report	4
Apr 14, 2026	Extension for 2025	—
Mar 21, 2026	Periodic Transaction Report	8
Feb 17, 2026	Periodic Transaction Report	1
Feb 5, 2026	Periodic Transaction Report	26
Jan 14, 2026	Periodic Transaction Report	19
Dec 29, 2025	Periodic Transaction Report	5
Dec 4, 2025	Periodic Transaction Report	2
Oct 31, 2025	Periodic Transaction Report	2
Oct 5, 2025	Annual Report (amendment) for 2024	137
Oct 5, 2025	Annual Report (amendment) for 2024	159
Oct 5, 2025	Periodic Transaction Report	189
Aug 13, 2025	New Filer Report for 2024	127
Apr 29, 2025	Extension for 2024	—
Mar 27, 2024	Candidate Report for 2024	79
Feb 21, 2024	Extension for 2024	—