Official filing metadata
- Filer (as printed)
- Hon. Sheri Biggs
- Office (as printed)
- SC03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 21, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 8
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 25
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 8
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | SP | APOLLO DEBT SOLUTIONS BDC CLASS S [OT] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | location: US | description: Dividend reinvestment in a professionally managed account – Business Development Company. | — | P | 02/04/2026 | 03/06/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | SP | BARCLAYS BANK PLC TAR-SS INTL BASKET [CS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | description: Professional managed account. | — | S | 02/19/2026 | 03/06/2026 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Spouse | Feb 19, 2026 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 3 | SP | KKR Real Estate Select Trust Class U (KRSOX) [PS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | location: US | description: Divided reinvestment in a professionally managed account. | KRSOX | P | 02/04/2026 | 03/06/2026 | $1,001 - $15,000 | 1.00 | KRSOX0.98 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 4 | SP | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | location: US | description: Dividend reinvestment in a professionally managed account – Business Development Company. | — | P | 02/27/2026 | 03/06/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 5 | SP | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | location: US | description: Dividend reinvestment in a professionally managed account – Business Development Company. | — | P | 02/06/2026 | 03/06/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 6 | SP | US TSY BOND DUE 02/15/36 [GS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services Inc 35 | description: Professionally managed account. | — | P | 02/18/2026 | 03/06/2026 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Spouse | Feb 18, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 7 | SP | US TSY DUE 02/15/26 [GS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services Inc 35 | description: Professionally managed account. | — | S | 02/15/2026 | 03/06/2026 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Feb 15, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 8 | SP | US TSY NOTE DUE 02/15/26 [GS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services Inc 35 | description: Professionally managed account. | — | S | 02/17/2026 | 03/06/2026 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |