Congressional stock trades · Member
Sheri Biggs
Representative · SC-3 · Republican
265 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 2 annual reports are below.
Current committees: House Committee on Foreign Affairs; House Committee on Homeland Security; House Committee on Science, Space, and Technology.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | 2026-09-01 | 21 | Spouse | Bank of Nova Scotia | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-09-22 | 2026-08-31 | 22 | Spouse | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-22 | 2026-08-28 | 25 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-22 | 2026-08-19 | 34 | Spouse | Bank of Nova Scotia | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-07-27 | 2026-06-30 | 27 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-09 | 2026-05-29 | 11 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-09 | 2026-05-27 | 13 | Spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-09 | 2026-05-01 | 39 | Spouse | APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-09 | 2026-04-28 | 42 | Spouse | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-16 | 2026-03-30 | 17 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-16 | 2026-03-27 | 20 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-16 | 2026-03-04 | 43 | Spouse | IBITiShares Bitcoin Trust ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-04-16 | 2026-03-03 | 44 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-21 | 2026-02-27 | 22 | Spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-21 | 2026-02-19 | 30 | Spouse | BARCLAYS BANK PLC TAR-SS INTL BASKET | Sale | $100,001 - $250,000 | Clerk → |
| 2026-03-21 | 2026-02-18 | 31 | Spouse | US TSY BOND DUE 02/15/36 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-21 | 2026-02-17 | 32 | Spouse | US TSY NOTE DUE 02/15/26 | Sale | $15,001 - $50,000 | Clerk → |
| 2026-03-21 | 2026-02-15 | 34 | Spouse | US TSY DUE 02/15/26 | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-21 | 2026-02-06 | 43 | Spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-21 | 2026-02-04 | 45 | Spouse | APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-21 | 2026-02-04 | 45 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-17 | 2026-01-05 | 43 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-31 | 36 | Joint | BNP PARIBAS | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-02-05 | 2025-12-31 | 36 | Joint | BANK OF NOVA SCOTIA | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-02-05 | 2025-12-30 | 37 | Spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-30 | 37 | Spouse | APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-26 | 41 | Spouse | COATUE INNOVATION FUND | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-02-05 | 2025-12-26 | 41 | Spouse | SL PARTNERS VII (ICAPITAL), L.P. FUND | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 08/15/31 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 05/31/30 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/15/33 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 11/15/32 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | Fannie Mae Note 9/24/26 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 08/15/29 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/15/28 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 11/15/29 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/15/34 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 11/15/34 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/15/30 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 11/15/33 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 05/15/32 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 11/30/26 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 08/15/33 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 11/15/31 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/28/27 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 08/15/27 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/15/31 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-05 | 2025-12-22 | 45 | Spouse | US TSY NOTE 02/15/32 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-12 | 33 | Joint | UBS AG | Sale | $15,001 - $50,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 11/15/33 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 02/15/26 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 08/15/33 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | Fannie Mae Note 9/24/26 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 05/15/35 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY DUE 05/15/34 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 02/15/34 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 02/15/35 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 11/15/32 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY DUE 11/15/34 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 08/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 08/31/30 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 02/15/33 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 05/15/32 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 11/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-02 | 43 | Spouse | US TSY NOTE 02/15/32 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-01 | 44 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-28 | 31 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-17 | 42 | Spouse | US Treasury Note 11/15/2025 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-17 | 42 | Spouse | US Treasury Note 11/15/2025 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-17 | 42 | Spouse | US Treasury Note 11/15/2025 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-04 | 55 ·>45 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-04 | 2025-10-30 | 35 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-04 | 2025-10-29 | 36 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-31 | 2025-10-01 | 30 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-31 | 2025-09-29 | 32 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | SL Partners VII iCapital LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-29 | 37 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-27 | 39 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 2/15/2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 8/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 5/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 8/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 11/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 8/15/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 2/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 2/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 11/30/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-25 | 41 | Spouse | US Treasury Note 8/31/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-18 | 48 ·>45 | Spouse | SL Partners VII iCapital LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-01 | 65 ·>45 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-08-01 | 65 ·>45 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-07-31 | 66 ·>45 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-07-30 | 67 ·>45 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-07-09 | 88 ·>45 | Spouse | IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-10-05 | 2025-06-26 | 101 ·>45 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-06-17 | 110 ·>45 | Spouse | US Treasury Note 5/15/2035 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-06-04 | 123 ·>45 | Spouse | Icapital-Arctos Sports Partners Fund II Access Fund LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-06-02 | 125 ·>45 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 6/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 5/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 5/31/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/28/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 5/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/31/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/15/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | Fannie Mae Note 9/24/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 5/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 5/31/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 8/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 2/15/28 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/30/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-30 | 128 ·>45 | Spouse | US Treasury Note 11/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-28 | 130 ·>45 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-05-27 | 131 ·>45 | Spouse | Bank of Nova Scotia | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-05-01 | 157 ·>45 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-04-28 | 160 ·>45 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-04-22 | 166 ·>45 | Spouse | SL Partners VII (ICapital) Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-04-15 | 173 ·>45 | Spouse | JP Morgan Chase Finance | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-04-01 | 187 ·>45 | Spouse | Apollo Debt Solutions BDC Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-31 | 188 ·>45 | Spouse | KKR Real Estate Select Trust Class U | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-27 | 192 ·>45 | Spouse | Oaktree Strategic Credit Fund Class S | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-27 | 192 ·>45 | Spouse | Morgan Stanley Finance | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2025-10-05 | 2025-03-27 | 192 ·>45 | Spouse | HSBC USA | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-03-27 | 192 ·>45 | Spouse | JP Morgan Chase Finance | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-03-26 | 193 ·>45 | Spouse | Bank of Nova Scotia | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-03-26 | 193 ·>45 | Spouse | JP Morgan Chase Finance | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-03-26 | 193 ·>45 | Spouse | Morgan Stanley Finance | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | PMPhilip Morris International Inc Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | Bank of Nova Scotia | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | NSCNorfolk Southern Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/28/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 5/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/30/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | TXNTexas Instruments Incorporated - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | MRKMerck & Company, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 4/30/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 5/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | SCHWCharles Schwab Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | Nintendo Co Ltd ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | Fannie Mae Note 9/24/26 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | JNJJohnson & Johnson Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 5/31/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 5/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | FASTFastenal Company - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 5/31/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | SBUXStarbucks Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | FISFidelity National Information Services, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | TELTE Connectivity plc Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | NOCNorthrop Grumman Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 11/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | PGRProgressive Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/31/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 8/15/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | MOAltria Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | NESTLE S.A S/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | PAYXPaychex, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | US Treasury Note 2/15/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-19 | 200 ·>45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-05 | 2025-03-18 | 201 ·>45 | Spouse | INFYInfosys Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-18 | 201 ·>45 | Spouse | SHGShinhan Financial Group Co Ltd American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-05 | 2025-03-18 | 201 ·>45 | Spouse | BB Seguridade Participacoes SA Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
101 assets with a value on the report filed 2026-08-13, 35 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Citizens Bank | Other | Joint | $1,001 - $15,000 |
| Cresent Indemnity Company LTD | Other | Spouse | None |
| HMR of Maryland | Other | Spouse | None |
| PH Healthcare Services, Inc. | Bond | Spouse | Spouse/DC Over $1,000,000 |
| PH Healthcare Services, Inc. | Other | Spouse | None |
| Pinnacle Bank | Other | Spouse | $15,001 - $50,000 |
| Renasant Bank | Other | Joint | $1,001 - $15,000 |
| SC 2024 Revitalization Tax Credit Fund, LLC | Other | Spouse | $250,001 - $500,000 |
| South State Bank | Other | Joint | $15,001 - $50,000 |
| South State Bank | Other | Spouse | Spouse/DC Over $1,000,000 |
| TRB Manufacturing Holdings, Corp. | Other | Spouse | Undetermined |
| USAA Bank | Other | Member | $1,001 - $15,000 |
| PIMCO RealPath Blend Income Fund Class Institutional | Other | Spouse | Spouse/DC Over $1,000,000 |
| Bank of Nova Scotia | Bond | Joint | $50,001 - $100,000 |
| BNP PARIBAS | Bond | Joint | $50,001 - $100,000 |
| Canadian Imperial Bank of Commerce | Bond | Joint | None |
| KKR REAL ESTATE SELECT TRUST | Other | Joint | $15,001 - $50,000 |
| UBS AG | Bond | Joint | None |
| UBS Bank USA | Other | Joint | $1,001 - $15,000 |
| 1WS CREDIT INCOME FUND CLASS A-2 | Fund | Spouse | None |
| APOLLO DEBT SOLUTIONS BDC CLASS S | Other | Spouse | $500,001 - $1,000,000 |
| Bank of Nova Scotia | Bond | Spouse | Spouse/DC Over $1,000,000 |
| Bank of Nova Scotia | Bond | Spouse | $250,001 - $500,000 |
| Bank of Nova Scotia | Bond | Spouse | None |
| Bank of Nova Scotia | Bond | Spouse | $500,001 - $1,000,000 |
| BARCLAYS BANK PLC TAR-SS INTL BASKET | Other | Spouse | $100,001 - $250,000 |
| COATUE INNOVATION FUND | Other | Spouse | $100,001 - $250,000 |
| HSBC USA | Bond | Spouse | $500,001 - $1,000,000 |
| ICAP ARCTOS SPORTS PARTNERS | Other | Spouse | $250,001 - $500,000 |
| IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Fund | Spouse | $100,001 - $250,000 |
| JP Morgan Chase Finance | Bond | Spouse | $500,001 - $1,000,000 |
| JP Morgan Chase Finance | Bond | Spouse | $500,001 - $1,000,000 |
| JP Morgan Chase Finance | Bond | Spouse | $250,001 - $500,000 |
| JP Morgan Chase Finance | Bond | Spouse | $500,001 - $1,000,000 |
| JP Morgan Chase Finance | Bond | Spouse | Spouse/DC Over $1,000,000 |
| KKR REAL ESTATE SELECT TRUST- CLASS U | Other | Spouse | $250,001 - $500,000 |
| LARAXLord Abbett Credit Opportunities Fund Class A | Fund | Spouse | None |
| Morgan Stanley Finance | Bond | Spouse | Spouse/DC Over $1,000,000 |
| Morgan Stanley Finance | Bond | Spouse | $500,001 - $1,000,000 |
| Morgan Stanley Finance | Bond | Spouse | $250,001 - $500,000 |
| Morgan Stanley Finance | Bond | Spouse | $500,001 - $1,000,000 |
| OAKTREE STRATEGIC CREDIT FUND CLASS S | Other | Spouse | $500,001 - $1,000,000 |
| SL Partners VII (iCapital) | Other | Spouse | $250,001 - $500,000 |
| UBS Bank USA | Other | Spouse | $1,001 - $15,000 |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Stock | Spouse | None |
| BANCO DO BRASIL SA S/ADR | Stock | Spouse | None |
| BB SEGURIDADE PART SA ADR | Stock | Spouse | None |
| China Construction Bank Corporation Unsponsored ADR representing H shares | Stock | Spouse | None |
| China Merchants Bank Co Ltd American Depository Receipt | Stock | Spouse | None |
| ENGIE BRASIL ENE SA S/ADR | Stock | Spouse | None |
| Fannie Mae Note 9/24/26 | Bond | Spouse | $1,001 - $15,000 |
| Greek Organisation of Football Prognostics SA Unsponsored ADR | Stock | Spouse | None |
| Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Stock | Spouse | None |
| JDJD.com, Inc. - American Depositary Shares | Stock | Spouse | None |
| KIMBERLY-CLARK MEX S/ADR | Stock | Spouse | None |
| Lenovo Group Ltd Sponsored ADR | Stock | Spouse | None |
| Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A | Stock | Spouse | None |
| NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Stock | Spouse | None |
| Ping An Insurance | Stock | Spouse | None |
| Sociedad Quimica y Minera S.A. Common Stock | Stock | Spouse | None |
| Standard Bank Group Limited Sponsored ADR | Stock | Spouse | None |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | None |
| TENCENT HLDGS UNSP/ADR | Stock | Spouse | None |
| TXTernium S.A. Ternium S.A. American Depositary Shares | Stock | Spouse | None |
| TINGYI CYMN IS HDGS U/ADR | Stock | Spouse | None |
| UBS Bank USA | Other | Spouse | $1,001 - $15,000 |
| ULUnilever PLC Common Stock | Stock | Spouse | None |
| US Treasury Notes (various maturities) | Bond | Spouse | $500,001 - $1,000,000 |
| VALEVALE S.A. American Depositary Shares Each Representing one common share | Stock | Spouse | None |
| VODACOM GROUP LTD S/ADR | Stock | Spouse | None |
| APDAir Products and Chemicals, Inc. Common Stock | Stock | Spouse | None |
| MOAltria Group, Inc. | Stock | Spouse | None |
| AAPLApple Inc. - Common Stock | Stock | Spouse | None |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Spouse | None |
| BLKBlackRock, Inc. Common Stock | Stock | Spouse | None |
| SCHWCharles Schwab Corporation | Stock | Spouse | None |
| CVXChevron Corporation Common Stock | Stock | Spouse | None |
| CINFCincinnati Financial Corporation - Common Stock | Stock | Spouse | None |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Spouse | None |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Spouse | None |
| CCICrown Castle Inc. Common Stock | Stock | Spouse | None |
| DEODiageo plc Common Stock | Stock | Spouse | None |
| DDominion Energy, Inc. Common Stock | Stock | Spouse | None |
| FASTFastenal Company - Common Stock | Stock | Spouse | None |
| FISFidelity National Information Services, Inc. Common Stock | Stock | Spouse | None |
| JNJJohnson & Johnson Common Stock | Stock | Spouse | None |
| LOWLowe's Companies, Inc. Common Stock | Stock | Spouse | None |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | None |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | None |
| NESTLE S.A S/ADR | Stock | Spouse | None |
| Nintendo Co Ltd ADR | Stock | Spouse | None |
| NSCNorfolk Southern Corporation Common Stock | Stock | Spouse | None |
| NOCNorthrop Grumman Corporation Common Stock | Stock | Spouse | None |
| PAYXPaychex, Inc. - Common Stock | Stock | Spouse | None |
| PMPhilip Morris International Inc Common Stock | Stock | Spouse | None |
| PGRProgressive Corporation | Stock | Spouse | None |
| SBUXStarbucks Corporation - Common Stock | Stock | Spouse | None |
| TELTE Connectivity plc Ordinary Shares | Stock | Spouse | None |
| TXNTexas Instruments Incorporated - Common Stock | Stock | Spouse | None |
| UBS Bank USA | Other | Spouse | $1 - $1,000 |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Spouse | None |
How reports are read: holdings methodology.