| Ticker | Asset | Value |
|---|---|---|
| — | Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year UBS Bank USA BA | $1M |
| — spouse | UBS Financial Services ⇒ 95 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S OT | $500k–1M |
| — spouse | N/A UBS Financial Services ⇒ 95 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S OT | $500k–1M |
| — spouse | UBS Financial Services ⇒ 95 ⇒ UBS Bank USA BA | $500k–1M |
| — spouse | UBS Financial Services ⇒ 95 ⇒ ICAP ARCTOS SPORTS PARTNERS HE | $250k–500k |
| — spouse | Business Development Company UBS Financial Services ⇒ 95 ⇒ SL Partners VII (iCapital) HE | $250k–500k |
| OWSAX spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ 1WS CREDIT INCOME FUND CLASS A-2 MF | $250k–500k |
| LARAX spouse | Structured product (SX5E, NKY, UKX, SMI, AS51) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Lord Abbett Credit Opportunities Fund Class A MF | $250k–500k |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance TT-SS SPX BA | $250k–500k |
| — spouse | A "U " I Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year 2024 SC Revitalization Tax Credit Fund, LLC, 2% Interest OL | $100k–250k |
| — spouse | Pinnacle Bank BA | $100k–250k |
| — joint | Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year South State Bank BA | $100k–250k |
| — spouse | UBS Financial Services ⇒ 95 ⇒ KKR REAL ESTATE SELECT TRUST- CLASS U RF | $100k–250k |
| — spouse | W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia CS | $100k–250k |
| — spouse | Structured product (FXI) W.S.B Trust ⇒ UBS Financial Services 26 ⇒ BARCLAYS BANK PLC TAR-SS INTL BASKET BA | $100k–250k |
| CM joint | 96 ⇒ Canadian Imperial Bank of Commerce Common Stock CS | $50k–100k |
| KRSOX joint | 96 ⇒ KKR REAL ESTATE SELECT TRUST RF | $15k–50k |
| — joint | UBS Financial Services, Inc. 96 ⇒ UBS AG CS | $15k–50k |
| TSM spouse | W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. ST | $15k–50k |
| APD spouse | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Air Products and Chemicals, Inc. Common Stock ST | $15k–50k |
| AAPL spouse | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Apple Inc. - Common Stock ST | $15k–50k |
| BRK.B spouse | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Berkshire Hathaway Inc. New Common Stock ST | $15k–50k |
| BLK spouse | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ BlackRock, Inc. Common Stock ST | $15k–50k |
| SCHW spouse | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Charles Schwab Corporation ST | $15k–50k |
| CSCO spouse | W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Cisco Systems, Inc. - Common Stock ST | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| 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 |