| Ticker | Asset | Value |
|---|---|---|
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S OT | $500k–1M |
| — spouse | Structured product (FXI) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | $500k–1M |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ HSBC USA CS | $500k–1M |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | $500k–1M |
| — spouse | Professionally managed account W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | $500k–1M |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | $500k–1M |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | $500k–1M |
| — spouse | Structured product (SX5E) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | $500k–1M |
| — spouse | Professionally managed account W.S.B Trust ⇒ UBS Financial Services 26 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S OT | $500k–1M |
| — spouse | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ US Treasury Notes (various maturities) GS | $500k–1M |
| — spouse | Checking account SC 2024 Revitalization Tax Credit Fund, LLC OL | $250k–500k |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | $250k–500k |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS PARTNERS HE | $250k–500k |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance CS | $250k–500k |
| — spouse | Structured Product (RTY) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ KKR REAL ESTATE SELECT TRUST- CLASS U RF | $250k–500k |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance CS | $250k–500k |
| — spouse | Business Development Company W.S.B Trust ⇒ UBS Financial Services 26 ⇒ SL Partners VII (iCapital) HE | $250k–500k |
| — spouse | Structured Producted (RTY) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ BARCLAYS BANK PLC TAR-SS INTL BASKET BA | $100k–250k |
| — spouse | Structured product (SX5E, NKY, UKX, SMI, AS51) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ COATUE INNOVATION FUND HE | $100k–250k |
| IBIT spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF EF | $100k–250k |
| — joint | UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Bank of Nova Scotia CS | $50k–100k |
| — joint | 96 ⇒ BNP PARIBAS CS | $50k–100k |
| — spouse | Pinnacle Bank BA | $15k–50k |
| — joint | South State Bank BA | $15k–50k |
| KRSOX joint | 96 ⇒ KKR REAL ESTATE SELECT TRUST RF | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| bought spouse | Oaktree Strategic Credit Fund Class S OT | $1k–15k | 2026-06-30 | 2026-07-09 | filing |
| bought spouse | KKR Real Estate Select Trust Class U PS | $1k–15k | 2026-05-29 | 2026-06-08 | filing |
| bought spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | $1k–15k | 2026-05-27 | 2026-06-08 | filing |
| bought spouse | APOLLO DEBT SOLUTIONS BDC CLASS S OT | $1k–15k | 2026-05-01 | 2026-06-08 | filing |
| bought spouse | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP HN | $1k–15k | 2026-04-28 | 2026-06-08 | filing |
| bought spouse | Oaktree Strategic Credit Fund Class S OT | $1k–15k | 2026-03-30 | 2026-04-09 | filing |
| bought spouse | Apollo Debt Solutions BDC Class S OT | $1k–15k | 2026-03-27 | 2026-04-09 | filing |
| bought spouse | IBIT | $100k–250k | 2026-03-04 | 2026-04-09 | filing · analyze |
| bought spouse | Apollo Debt Solutions BDC Class S OT | $1k–15k | 2026-03-03 | 2026-04-09 | filing |
| bought spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | $1k–15k | 2026-02-27 | 2026-03-06 | filing |
| sold spouse | BARCLAYS BANK PLC TAR-SS INTL BASKET CS | $100k–250k | 2026-02-19 | 2026-03-06 | filing |
| bought spouse | US TSY BOND DUE 02/15/36 GS | $15k–50k | 2026-02-18 | 2026-03-06 | filing |
| sold spouse | US TSY NOTE DUE 02/15/26 GS | $15k–50k | 2026-02-17 | 2026-03-06 | filing |
| sold spouse | US TSY DUE 02/15/26 GS | $1k–15k | 2026-02-15 | 2026-03-06 | filing |
| bought spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | $1k–15k | 2026-02-06 | 2026-03-06 | filing |
| bought spouse | APOLLO DEBT SOLUTIONS BDC CLASS S OT | $1k–15k | 2026-02-04 | 2026-03-06 | filing |
| bought spouse | KRSOX PS | $1k–15k | 2026-02-04 | 2026-03-06 | filing · analyze |
| bought spouse | KRSOX PS | $1k–15k | 2026-01-05 | 2026-02-05 | filing · analyze |
| bought joint | BANK OF NOVA SCOTIA CS | $50k–100k | 2025-12-31 | 2026-01-12 | filing |
| bought joint | BNP PARIBAS CS | $50k–100k | 2025-12-31 | 2026-01-12 | filing |
| bought spouse | APOLLO DEBT SOLUTIONS BDC CLASS S OT | $1k–15k | 2025-12-30 | 2026-01-12 | filing |
| bought spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S OT | $1k–15k | 2025-12-30 | 2026-01-12 | filing |
| bought spouse | COATUE INNOVATION FUND HN | $250k–500k | 2025-12-26 | 2026-01-12 | filing |
| bought spouse | SL PARTNERS VII (ICAPITAL), L.P. FUND HN | $50k–100k | 2025-12-26 | 2026-01-12 | filing |
| sold (part) spouse | Fannie Mae Note 9/24/26 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/15/33 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/15/28 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/15/30 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/15/31 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/15/32 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/15/34 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 02/28/27 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 05/15/32 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 05/31/30 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 08/15/27 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 08/15/29 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 08/15/31 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 08/15/33 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 11/15/29 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 11/15/31 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 11/15/32 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 11/15/33 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 11/15/34 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold (part) spouse | US TSY NOTE 11/30/26 GS | $1k–15k | 2025-12-22 | 2026-01-12 | filing |
| sold joint | UBS AG CS | $15k–50k | 2025-12-12 | 2026-01-12 | filing |
| bought spouse | Fannie Mae Note 9/24/26 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | KKR Real Estate Select Trust Class U PS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY DUE 05/15/34 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY DUE 11/15/34 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 02/15/26 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 02/15/32 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 02/15/33 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 02/15/34 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 02/15/35 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 05/15/32 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 05/15/35 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 08/15/31 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 08/15/33 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 08/31/30 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 11/15/31 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 11/15/32 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | US TSY NOTE 11/15/33 GS | $1k–15k | 2025-12-02 | 2026-01-12 | filing |
| bought spouse | Apollo Debt Solutions BDC Class S OT | $1k–15k | 2025-12-01 | 2026-01-12 | filing |