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Sheri Biggs

HouseRepresentative · Rep · South Carolina, 3rd district
Committee on Foreign AffairsCommittee on Homeland SecurityCommittee on Science, Space, and Technology
Alert me on this person
−16.0%
Return per decision, 3 monthsS&P +4.8%
That is −20.8 points vs the S&P

Record

Same numbers as the leaderboard

1
Decisions
1
Companies
−16.0%
Return
+4.8%
S&P same days
−20.8
vs S&P
0%
Up
−3.5
After selling, 73 sales

Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 1 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.

Committees

Current Congress, from the House Clerk
Foreign Affairs
Homeland Security
Science, Space, and TechnologyAircraft and spacecraft makers, and software and computing companies
3 of 261 reported trades are in industries these committees oversee.How this is decided
Reports 12 reports · 261 trades · newest first
Filed Sep 22·Public Sep 23·Trades Aug 19 to Sep 1·4 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Aug 31
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Aug 28
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
Bank of Nova Scotia
Aug 19
$500,001 - $1,000,000
After sellingNot countednot a stock
Buy
no ticker
Bank of Nova Scotia
Sep 1
$500,001 - $1,000,000
Not countednot a stock
Filed Jul 27·Traded Jun 30·1 trade
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Jun 30
$1,001 - $15,000
Not countednot a stock
Filed Jun 9·Trades Apr 28 to May 29·4 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Apr 28
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
APOLLO DEBT SOLUTIONS BDC CLASS S
May 1
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
KKR Real Estate Select Trust Class U
May 29
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
OAKTREE STRATEGIC CREDIT FUND CLASS S
May 27
$1,001 - $15,000
Not countednot a stock
Filed Apr 16·Trades Mar 3 to Mar 30·4 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Apollo Debt Solutions BDC Class S
Mar 3
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Mar 27
$1,001 - $15,000
Not countednot a stock
Buy
SPiShares Bitcoin Trust ETF
Mar 4
$100,001 - $250,000
6 months+5.0%S&P +8.0%
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Mar 30
$1,001 - $15,000
Not countednot a stock
Filed Mar 21·Trades Feb 4 to Feb 27·8 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
APOLLO DEBT SOLUTIONS BDC CLASS S
Feb 4
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
BARCLAYS BANK PLC TAR-SS INTL BASKET
Feb 19
$100,001 - $250,000
After sellingNot countednot a stock
Buy
KKR Real Estate Select Trust Class U
Feb 4
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
OAKTREE STRATEGIC CREDIT FUND CLASS S
Feb 27
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
OAKTREE STRATEGIC CREDIT FUND CLASS S
Feb 6
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY BOND DUE 02/15/36
Feb 18
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
US TSY DUE 02/15/26
Feb 15
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE DUE 02/15/26
Feb 17
$15,001 - $50,000
After sellingNot countednot a stock
Filed Feb 17·Traded Jan 5·1 trade
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
KKR Real Estate Select Trust Class U
Jan 5
$1,001 - $15,000
Not countednot a stock
Filed Feb 5·Trades Dec 22, 2025 to Dec 31, 2025·26 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
APOLLO DEBT SOLUTIONS BDC CLASS S
Dec 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
BANK OF NOVA SCOTIA
Dec 31, 2025
$50,001 - $100,000
Not countednot a stock
Buy
no ticker
BNP PARIBAS
Dec 31, 2025
$50,001 - $100,000
Not countednot a stock
Buy
no ticker
COATUE INNOVATION FUND
Dec 26, 2025
$250,001 - $500,000
Not countednot a stock
Sell
no ticker
Fannie Mae Note 9/24/26
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
OAKTREE STRATEGIC CREDIT FUND CLASS S
Dec 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
SL PARTNERS VII , L.P. FUND
Dec 26, 2025
$50,001 - $100,000
Not countednot a stock
Sell
no ticker
US TSY NOTE 02/15/33
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 02/15/28
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 02/15/30
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 02/15/31
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 02/15/32
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 02/15/34
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 02/28/27
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 05/15/32
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 05/31/30
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 08/15/27
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 08/15/29
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 08/15/31
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 08/15/33
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 11/15/29
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 11/15/31
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 11/15/32
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 11/15/33
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 11/15/34
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US TSY NOTE 11/30/26
Dec 22, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Filed Jan 14·Trades Dec 1, 2025 to Dec 12, 2025·19 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Apollo Debt Solutions BDC Class S
Dec 1, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Fannie Mae Note 9/24/26
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
KKR Real Estate Select Trust Class U
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
UBS AG
Dec 12, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
no ticker
US TSY DUE 05/15/34
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY DUE 11/15/34
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 02/15/26
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 02/15/32
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 02/15/33
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 02/15/34
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 02/15/35
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 05/15/32
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 05/15/35
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 08/15/31
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 08/15/33
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 08/31/30
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 11/15/31
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 11/15/32
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US TSY NOTE 11/15/33
Dec 2, 2025
$1,001 - $15,000
Not countednot a stock
Filed Dec 29, 2025·Trades Nov 4, 2025 to Nov 28, 2025·5 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
KKR Real Estate Select Trust Class U
Nov 4, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Nov 28, 2025
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
US Treasury Note 11/15/2025
Nov 17, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US Treasury Note 11/15/2025
Nov 17, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
US Treasury Note 11/15/2025
Nov 17, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Filed Dec 4, 2025·Trades Oct 29, 2025 to Oct 30, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Apollo Debt Solutions BDC Class S
Oct 29, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Oct 30, 2025
$1,001 - $15,000
Not countednot a stock
Filed Oct 31, 2025·Trades Sep 29, 2025 to Oct 1, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Apollo Debt Solutions BDC Class S
Oct 1, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Sep 29, 2025
$1,001 - $15,000
Not countednot a stock
Filed Oct 5, 2025·Trades Jan 6, 2025 to Sep 18, 2025·185 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Air Products and Chemicals, Inc. Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months−9.7 pointsstock +10.9%, S&P +1.2%
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+34.3 pointsstock −33.1%, S&P +1.2%
Sell
Altria Group, Inc.
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−4.6 pointsstock +5.8%, S&P +1.2%
Sell
America Movil, S.A.B. de C.V. American Depositary Shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−26.2 pointsstock +27.4%, S&P +1.2%
Sell
Anhui Conch Cement Unsponsored ADR representing Shares -H-
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+12.3 pointsstock −11.1%, S&P +1.2%
Buy
no ticker
Apollo Debt Solutions BDC Class S
Jan 6, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Feb 3, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Apr 1, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
May 1, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Jun 2, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Aug 1, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Apollo Debt Solutions BDC Class S
Aug 1, 2025
$1,001 - $15,000
Not countednot a stock
Sell
Apple Inc. - Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months+0.1 pointsstock +1.1%, S&P +1.2%
Sell
ASE Technology Holding Co., Ltd. American Depositary Shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−110.7 pointsstock +111.9%, S&P +1.2%
Sell
ASMPT LIMITED UNSP/ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−18.2 pointsstock +19.4%, S&P +1.2%
Sell
Banco Do Brasil SA Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−19.0 pointsstock +20.2%, S&P +1.2%
Buy
no ticker
Bank of Nova Scotia
Mar 19, 2025
$500,001 - $1,000,000
Not countednot a stock
Buy
no ticker
Bank of Nova Scotia
May 27, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
Bank of Nova Scotia
Mar 26, 2025
$250,001 - $500,000
Not countednot a stock
Sell
no ticker
Bank of Nova Scotia Finance
Mar 14, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Sell
BB Seguridade Participacoes SA Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−16.5 pointsstock +17.7%, S&P +1.2%
Sell
Berkshire Hathaway Inc. New Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months+5.3 pointsstock −4.1%, S&P +1.2%
Sell
Bidvest Group Ltd Sponsored ADR New
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−13.8 pointsstock +15.0%, S&P +1.2%
Sell
BlackRock, Inc. Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months+15.3 pointsstock −14.1%, S&P +1.2%
Sell
Cemex, S.A.B. de C.V. Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−30.4 pointsstock +31.6%, S&P +1.2%
Sell
Charles Schwab Corporation
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−2.3 pointsstock +3.5%, S&P +1.2%
Sell
Chevron Corporation Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months−26.7 pointsstock +27.9%, S&P +1.2%
Sell
China Construction Bank Corporation Unsponsored ADR representing H shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−17.3 pointsstock +18.5%, S&P +1.2%
Sell
China Merchants Bank Co Ltd American Depository Receipt
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−7.1 pointsstock +8.3%, S&P +1.2%
Sell
Cincinnati Financial Corporation - Common Stock
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+1.3 pointsstock −0.1%, S&P +1.2%
Sell
Cisco Systems, Inc. - Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months−21.6 pointsstock +22.8%, S&P +1.2%
Sell
Comcast Corporation - Class A Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+3.8 pointsstock −2.6%, S&P +1.2%
Sell
Diageo plc Common Stock
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+17.4 pointsstock −16.2%, S&P +1.2%
Sell
Dominion Energy, Inc. Common Stock
Mar 18, 2025
$15,001 - $50,000
After selling, 6 months−3.8 pointsstock +5.0%, S&P +1.2%
Sell
ENGIE BRASIL ENE SA S/ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−23.8 pointsstock +25.0%, S&P +1.2%
Buy
no ticker
Fannie Mae Note 9/24/2026
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Fannie Mae Note 9/24/26
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Sell
Fastenal Company - Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−0.7 pointsstock +1.9%, S&P +1.2%
Sell
Fidelity National Information Services, Inc. Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+30.1 pointsstock −28.9%, S&P +1.2%
Sell
Greek Organisation of Football Prognostics SA Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+21.9 pointsstock −20.7%, S&P +1.2%
Sell
Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−24.2 pointsstock +25.4%, S&P +1.2%
Sell
Hengan International Group Company Limited Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−9.5 pointsstock +10.7%, S&P +1.2%
Sell
Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares.
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+2.2 pointsstock −1.0%, S&P +1.2%
Buy
no ticker
HSBC USA
Mar 27, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
SPiCapital-Arctos Sports Partners Fund II
Feb 27, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Icapital-Arctos Sports Partners Fund II Access Fund LP
Jun 4, 2025
$15,001 - $50,000
Not countednot a stock
Sell
Infosys Limited American Depositary Shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+16.0 pointsstock −14.8%, S&P +1.2%
Buy
SPiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF
Jul 9, 2025
$100,001 - $250,000
Not countednot a stock
Sell
JD.com, Inc. - American Depositary Shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+20.3 pointsstock −19.1%, S&P +1.2%
Sell
Johnson & Johnson Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−28.5 pointsstock +29.7%, S&P +1.2%
Buy
no ticker
JP Morgan Chase Finance
Mar 14, 2025
$500,001 - $1,000,000
Not countednot a stock
Buy
no ticker
Index, Swiss Market Index, and S&P/ASX 200 Index. Professionally managed account. SPJP Morgan Chase Finance
Mar 27, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
account SPJP Morgan Chase Finance
Mar 26, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
JP Morgan Chase Finance
Mar 17, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
S&P/ASX 200 indices. Professionally managed account. SPJP Morgan Chase Finance
Apr 15, 2025
$250,001 - $500,000
Not countednot a stock
Sell
KASIKORNBANK PCL UNSP/ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−24.1 pointsstock +25.3%, S&P +1.2%
Sell
KB Financial Group Inc
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−29.5 pointsstock +30.7%, S&P +1.2%
Sell
Kimberly-Clark De Mexico S A B de C V Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−17.0 pointsstock +18.2%, S&P +1.2%
Buy
no ticker
KKR Real Estate Select Trust Class U
Mar 31, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
KKR Real Estate Select Trust Class U
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
KKR Real Estate Select Trust Class U
Aug 29, 2025
$1,001 - $15,000
Not countednot a stock
Sell
KT Corporation Common Stock
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−14.3 pointsstock +15.5%, S&P +1.2%
Sell
Lenovo Group Ltd Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock −14.9%, S&P +1.2%
Sell
Life Healthcare Group Holdings Ltd Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−13.9 pointsstock +15.1%, S&P +1.2%
Sell
Lowe's Companies, Inc. Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−0.6 pointsstock +1.8%, S&P +1.2%
Sell
Merck & Company, Inc. Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−39.7 pointsstock +40.9%, S&P +1.2%
Sell
Microsoft Corporation - Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+30.1 pointsstock −28.9%, S&P +1.2%
Sell
Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−51.7 pointsstock +52.9%, S&P +1.2%
Buy
no ticker
$500,000 SPMorgan Stanley Finance
Mar 27, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Buy
no ticker
account. SPMorgan Stanley Finance
Mar 14, 2025
$250,001 - $500,000
Not countednot a stock
Sell
Nedbank Group Limited Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−30.5 pointsstock +31.7%, S&P +1.2%
Sell
NESTLE S.A S/ADR
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−6.1 pointsstock +7.3%, S&P +1.2%
Sell
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+24.7 pointsstock −23.5%, S&P +1.2%
Sell
Nintendo Co Ltd ADR
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+37.4 pointsstock −36.2%, S&P +1.2%
Sell
Norfolk Southern Corporation Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+2.2 pointsstock −1.0%, S&P +1.2%
Sell
Northrop Grumman Corporation Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−10.8 pointsstock +12.0%, S&P +1.2%
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Feb 3, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Feb 26, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Mar 3, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Aug 27, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Jul 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Jun 26, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
May 28, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Mar 27, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
Oaktree Strategic Credit Fund Class S
Apr 28, 2025
$1,001 - $15,000
Not countednot a stock
Sell
Paychex, Inc. - Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+27.5 pointsstock −26.3%, S&P +1.2%
Sell
Petroleo Brasileiro S.A. Petrobras ADS
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−63.9 pointsstock +65.1%, S&P +1.2%
Sell
Philip Morris International Inc Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−5.5 pointsstock +6.7%, S&P +1.2%
Sell
Ping An Insurance Co Ltd Shares H
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−19.6 pointsstock +20.8%, S&P +1.2%
Sell
Progressive Corporation
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+13.5 pointsstock −12.3%, S&P +1.2%
Sell
Pt Astra International TBK Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−4.8 pointsstock +6.0%, S&P +1.2%
Sell
PT Bank Mandiri Persero TBK Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−8.7 pointsstock +9.9%, S&P +1.2%
Sell
PT Telekomunikasi Indonesia, Tbk
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−2.8 pointsstock +4.0%, S&P +1.2%
Sell
PT United Tractors Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +21.6%, S&P +1.2%
Sell
Sanlam Ltd Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−13.9 pointsstock +15.1%, S&P +1.2%
Sell
Schlumberger N.V. Common Stock
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−50.8 pointsstock +52.0%, S&P +1.2%
Sell
Shinhan Financial Group Co Ltd American Depositary Shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−30.3 pointsstock +31.5%, S&P +1.2%
Sell
Sinopharm Group Co. Ltd Unsponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−12.8 pointsstock +14.0%, S&P +1.2%
Buy
no ticker
SL Partners VII (ICapital) Fund
Apr 22, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
SL Partners VII (ICapital) Fund
Jan 6, 2025
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
SL Partners VII iCapital LP
Aug 18, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
SL Partners VII iCapital LP
Sep 18, 2025
$1,001 - $15,000
Not countednot a stock
Sell
Sociedad Quimica y Minera S.A. Common Stock
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−90.2 pointsstock +91.4%, S&P +1.2%
Sell
Standard Bank Group Limited Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−37.4 pointsstock +38.6%, S&P +1.2%
Sell
Starbucks Corporation - Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−18.8 pointsstock +20.0%, S&P +1.2%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−20.5 pointsstock +21.7%, S&P +1.2%
Sell
TE Connectivity plc Ordinary Shares
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months+0.5 pointsstock +0.7%, S&P +1.2%
Sell
TENCENT HLDGS UNSP/ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months+27.0 pointsstock −25.8%, S&P +1.2%
Sell
Ternium S.A. Ternium S.A. American Depositary Shares
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−15.8 pointsstock +17.0%, S&P +1.2%
Sell
Texas Instruments Incorporated - Common Stock
Mar 19, 2025
$15,001 - $50,000
After selling, 6 months−15.5 pointsstock +16.7%, S&P +1.2%
Sell
Tingyi Cayman Islands Hldgs Cp Sponsored ADR
Mar 18, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
United Parcel Service, Inc. Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−18.5 pointsstock +19.7%, S&P +1.2%
Buy
no ticker
US Treasury Note 11/15/2025
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2025
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2025
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2029
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2029
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2031
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2032
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2032
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2033
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2033
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2034
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2034
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/31
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/30/2026
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/30/2026
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/30/2026
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2026
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2026
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2028
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2028
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2029
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2029
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2030
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2030
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2031
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2031
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2032
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2032
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2033
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2033
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2033
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2034
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2034
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2035
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/2035
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/15/28
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/28/2027
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 2/28/2027
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 4/30/2025
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2028
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2028
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2028
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2032
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2032
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2034
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2034
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/15/2035
Jun 17, 2025
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/31/2027
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/31/2027
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/31/2030
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/31/2030
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 6/15/2025
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2025
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2025
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2027
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2027
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2027
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2028
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2028
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2028
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2029
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2029
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2029
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2031
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2031
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2033
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2033
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/31/2030
May 30, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/31/2030
Aug 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/31/2030
Mar 19, 2025
$1,001 - $15,000
Not countednot a stock
Sell
VALE S.A. American Depositary Shares Each Representing one common share
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−49.8 pointsstock +51.0%, S&P +1.2%
Sell
VIBRA ENERGIA UNSP/ADR
Mar 18, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
VODACOM GROUP LTD S/ADR
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−17.7 pointsstock +18.9%, S&P +1.2%

"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.

Portrait: the official House photo, a United States government work.