|
Sheri Biggs
|
house |
US Treasury Note 8/15/2025 [GS] |
|
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 11/15/2029 |
US20Y |
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 6/15/2025 [GS] |
|
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 5/31/2030 [GS] |
|
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 11/15/2032 [GS] |
|
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 11/15/2033 [GS] |
|
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 5/31/2027 [GS] |
|
NOTE |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Oaktree Strategic Credit Fund Class S |
OSCRX |
FUND |
Purchase
|
May 28, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Bank of Nova Scotia [CS] |
BNS |
STOCK |
Purchase
|
May 27, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Apollo Debt Solutions BDC Class S |
ADSN |
FUND |
Purchase
|
May 1, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Oaktree Strategic Credit Fund Class S |
OSCRX |
FUND |
Purchase
|
April 28, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
SL Partners VII (ICapital) Fund [HN] |
|
PRIVATE EQUITY |
Purchase
|
April 22, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
JP Morgan Chase Finance |
JPM |
STOCK |
Purchase
|
April 15, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Apollo Debt Solutions BDC Class S |
ADSN |
FUND |
Purchase
|
April 1, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
KKR Real Estate Select Trust Class U |
|
REAL ESTATE |
Purchase
|
March 31, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Morgan Stanley Finance [CS] |
CS |
STOCK |
Purchase
|
March 27, 2025 |
$$1,000,001 - $5,000,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
HSBC USA [CS] |
HSBC |
STOCK |
Purchase
|
March 27, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Oaktree Strategic Credit Fund Class S |
OSCRX |
FUND |
Purchase
|
March 27, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
JP Morgan Chase Finance [CS] |
JPM |
STOCK |
Purchase
|
March 27, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Morgan Stanley Finance [CS] |
CS |
STOCK |
Purchase
|
March 26, 2025 |
$$250,001 - |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Bank of Nova Scotia [CS] |
BNS |
STOCK |
Purchase
|
March 26, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
JP Morgan Chase Finance [CS] |
JPM |
STOCK |
Purchase
|
March 26, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 2/15/2026 [GS] |
|
NOTE |
Purchase
|
March 19, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Altria Group, Inc. (MO) |
MO |
STOCK |
Sale
|
March 19, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Bank of Nova Scotia [CS] |
BNS |
STOCK |
Purchase
|
March 19, 2025 |
$$500,001 - $1,000,000 |
Oct. 5, 2025 |