Official filing metadata
- Filer (as printed)
- Hon. Sheri Biggs
- Office (as printed)
- SC03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 16, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 4
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 26
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 · 4
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 | 03/03/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Mar 3, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | 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 | 03/27/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Mar 27, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | SP | iShares Bitcoin Trust ETF (IBIT) [ST] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | description: Professionally managed account. | IBIT | P | 03/04/2026 | 04/09/2026 | $100,001 - $250,000 | 1.00 | IBIT0.98 | BuyBuy | Spouse | Mar 4, 2026 | $100,001 - $250,000mid $175K | Etf | 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 | 03/30/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |