Official filing metadata
- Filer (as printed)
- Hon. Sheri Biggs
- Office (as printed)
- SC03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 22, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 4
- Parser version
- house_pdf_v1
- Fetched
- Sep 24, 2026
- Parsed
- Sep 24, 2026
- Internal id
- 4641
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 | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] filing_status: New | subholding_of: W.S.B Trust > UBS Financial Services 26 | description: Professionally managed account. | — | P | 08/31/2026 | 09/09/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Aug 31, 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 | 08/28/2026 | 09/09/2026 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Aug 28, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | SP | Bank of Nova Scotia [CS] filing_status: New | subholding_of: W.S.B Trust > Rockefeller Cap. Mgmt 3 | description: Professionally managed account. Structured product based on XLE. | — | S | 08/19/2026 | 09/09/2026 | $500,001 - $1,000,000 | 1.00 | BNS0.95 | SellSell | Spouse | Aug 19, 2026 | $500,001 - $1,000,000mid $750K | Bond | not modelled |
| 4 | SP | Bank of Nova Scotia [CS] filing_status: New | subholding_of: W.S.B Trust > Rockefeller Cap. Mgmt 3 | description: Structured investment product based on SPX. | — | P | 09/01/2026 | 09/09/2026 | $500,001 - $1,000,000 | 1.00 | BNS0.95 | BuyBuy | Spouse | Sep 1, 2026 | $500,001 - $1,000,000mid $750K | Bond | not modelled |