Official filing metadata
- Filer (as printed)
- Hon. Sheri Biggs
- Office (as printed)
- SC03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 29, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 5
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 406
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 · 5
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 | KKR Real Estate Select Trust Class U [RS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | description: Dividend reinvestment in a professionally managed account. | — | P | 11/04/2025 | 12/08/2025 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Nov 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | 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 | 11/28/2025 | 12/08/2025 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Nov 28, 2025 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | SP | US Treasury Note 11/15/2025 [GS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services Inc 35 | — | S | 11/17/2025 | 12/08/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Nov 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 4 | SP | US Treasury Note 11/15/2025 [GS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services Inc 35 | — | S | 11/17/2025 | 12/08/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Nov 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 5 | SP | US Treasury Note 11/15/2025 [GS] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services Inc 35 | — | S | 11/17/2025 | 12/08/2025 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Nov 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |