Trade Volume by Year
Top Traded Sectors
- Other39%
- Financials18%
- Technology12%
- Consumer10%
- Industrials8%
- Communication5%
- Materials5%
- Energy4%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Sep 1, 2026filed Sep 22, 2026 | BNBNSmatchedBank of Nova Scotia | Purchase | $500K – $1.0M | Spouse · Structured investment product based on SPX. ↗ | — |
| Aug 31, 2026filed Sep 22, 2026 | PVPrivate holdingALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Aug 28, 2026filed Sep 22, 2026 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Aug 19, 2026filed Sep 22, 2026 | BNBNSmatchedBank of Nova Scotia | Sale | $500K – $1.0M | Spouse · Professionally managed account. Structured product based on XLE. ↗ | — |
| Jun 30, 2026filed Jul 27, 2026 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company ↗ | — |
| May 29, 2026filed Jun 9, 2026 | PVPrivate holdingKKR Real Estate Select Trust Class U | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account. ↗ | — |
| May 27, 2026filed Jun 9, 2026 | FDFundOAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| May 1, 2026filed Jun 9, 2026 | ·Other assetAPOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Apr 28, 2026filed Jun 9, 2026 | PVPrivate holdingALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Mar 30, 2026filed Apr 16, 2026 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Mar 27, 2026filed Apr 16, 2026 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Mar 4, 2026filed Apr 16, 2026 | IBITiShares Bitcoin Trust ETF · Stock |
Purchase | $100K – $250K | Spouse · Professionally managed account. ↗ | … |
| Mar 3, 2026filed Apr 16, 2026 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Feb 27, 2026filed Mar 21, 2026 | FDFundOAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Feb 19, 2026filed Mar 21, 2026 | —No tickerBARCLAYS BANK PLC TAR-SS INTL BASKET · Cash | Sale | $100K – $250K | Spouse · Professional managed account. ↗ | — |
| Feb 18, 2026filed Mar 21, 2026 | BDCorporate bondUS TSY BOND DUE 02/15/36 | Purchase | $15K – $50K | Spouse · Professionally managed account. ↗ | — |
| Feb 17, 2026filed Mar 21, 2026 | BDCorporate bondUS TSY NOTE DUE 02/15/26 | Sale | $15K – $50K | Spouse · Professionally managed account. ↗ | — |
| Feb 15, 2026filed Mar 21, 2026 | BDCorporate bondUS TSY DUE 02/15/26 | Sale | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Feb 6, 2026filed Mar 21, 2026 | FDFundOAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1K – $15K | Spouse · ↗ | — |
| Feb 4, 2026filed Mar 21, 2026 | ·Other assetAPOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Feb 4, 2026filed Mar 21, 2026 | KRSOXKKR Real Estate Select Trust Class U · Private stock |
Purchase | $1K – $15K | Spouse · Divided reinvestment in a professionally managed account. ↗ | … |
| Jan 5, 2026filed Feb 17, 2026 | KRSOXKKR Real Estate Select Trust Class U · Private stock |
Purchase | $1K – $15K | Spouse · Divided reinvestment in a professionally managed account. ↗ | … |
| Dec 31, 2025filed Feb 5, 2026 | BNSBANK OF NOVA SCOTIA · Cash |
Purchase | $50K – $100K | Joint · Structured investment product based on RTY. Professionally managed account. ↗ | … |
| Dec 31, 2025filed Feb 5, 2026 | —No tickerBNP PARIBAS · Cash | Purchase | $50K – $100K | Joint · Structured investment product based on SPX. Professionally managed account. ↗ | — |
| Dec 30, 2025filed Feb 5, 2026 | ·Other assetAPOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Dec 30, 2025filed Feb 5, 2026 | FDFundOAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Dec 26, 2025filed Feb 5, 2026 | FDFundCOATUE INNOVATION FUND | Purchase | $250K – $500K | Spouse · Professionally managed account. CTEK Class S ↗ | — |
| Dec 26, 2025filed Feb 5, 2026 | FDFundSL PARTNERS VII (ICAPITAL), L.P. FUND | Purchase | $50K – $100K | Spouse · Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 08/15/27 | Sale | $1K – $15K | Spouse · partial; Professional managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 11/30/26 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 11/15/29 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 11/15/34 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 11/15/33 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 11/15/31 | Sale | $1K – $15K | Spouse · partial ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 11/15/32 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/15/30 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/15/31 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/15/32 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/15/34 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/28/27 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 05/15/32 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 05/31/30 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 08/15/29 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 08/15/31 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/15/28 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 02/15/33 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryUS TSY NOTE 08/15/33 | Sale | $1K – $15K | Spouse · partial; Professionally managed account. ↗ | — |
| Dec 22, 2025filed Feb 5, 2026 | TTreasuryFannie Mae Note 9/24/26 | Sale | $1K – $15K | Spouse · partial; Professional managed account. ↗ | — |
| Dec 12, 2025filed Jan 14, 2026 | UBSUBS Group AG · Cash |
Sale | $15K – $50K | Joint · Professionally managed account. Structured product (EEM & IWM). ↗ | … |
| Dec 2, 2025filed Jan 14, 2026 | BDCorporate bondUS TSY DUE 05/15/34 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | PVPrivate holdingKKR Real Estate Select Trust Class U | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryFannie Mae Note 9/24/26 | Purchase | $1K – $15K | Spouse · Professional managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 11/15/33 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 11/15/32 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 11/15/31 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 08/31/30 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 08/15/33 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 08/15/31 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 05/15/35 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 05/15/32 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 02/15/35 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 02/15/34 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 02/15/33 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 02/15/32 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | TTreasuryUS TSY NOTE 02/15/26 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 2, 2025filed Jan 14, 2026 | BDCorporate bondUS TSY DUE 11/15/34 | Purchase | $1K – $15K | Spouse · Professionally managed account. ↗ | — |
| Dec 1, 2025filed Jan 14, 2026 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Nov 28, 2025filed Dec 29, 2025 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Nov 17, 2025filed Dec 29, 2025 | TTreasuryUS Treasury Note 11/15/2025 | Sale | $1K – $15K | Spouse · ↗ | — |
| Nov 17, 2025filed Dec 29, 2025 | TTreasuryUS Treasury Note 11/15/2025 | Sale | $1K – $15K | Spouse · ↗ | — |
| Nov 17, 2025filed Dec 29, 2025 | TTreasuryUS Treasury Note 11/15/2025 | Sale | $1K – $15K | Spouse · ↗ | — |
| Nov 4, 2025filed Dec 29, 2025 | REReal estateKKR Real Estate Select Trust Class U | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account. ↗ | — |
| Oct 30, 2025filed Dec 4, 2025 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Oct 29, 2025filed Dec 4, 2025 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Oct 1, 2025filed Oct 31, 2025 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Sep 29, 2025filed Oct 31, 2025 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Sep 18, 2025filed Oct 5, 2025 | PVPrivate holdingSL Partners VII iCapital LP | Purchase | $1K – $15K | Spouse · Managed Account ↗ | — |
| Aug 29, 2025filed Oct 5, 2025 | REReal estateKKR Real Estate Select Trust Class U | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 27, 2025filed Oct 5, 2025 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 5/15/2028 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 11/30/2026 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 11/15/2025 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 8/15/2027 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 8/15/2028 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 8/15/2029 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 8/31/2030 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 2/15/2035 | Purchase | $1K – $15K | Spouse · Professionally managed account ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 2/15/2033 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 25, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 2/15/2028 | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 18, 2025filed Oct 5, 2025 | PVPrivate holdingSL Partners VII iCapital LP | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 1, 2025filed Oct 5, 2025 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Aug 1, 2025filed Oct 5, 2025 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Jul 31, 2025filed Oct 5, 2025 | —No tickerApollo Debt Solutions BDC Class S · Stock | Purchase | $1K – $15K | Spouse · ↗ | — |
| Jul 30, 2025filed Oct 5, 2025 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| Jul 9, 2025filed Oct 5, 2025 | IBITiShares Bitcoin Trust ETF · ET |
Purchase | $100K – $250K | Spouse · ↗ | … |
| Jun 26, 2025filed Oct 5, 2025 | FDFundOaktree Strategic Credit Fund Class S | Purchase | $1K – $15K | Spouse · ↗ | — |
| Jun 17, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 5/15/2035 | Purchase | $15K – $50K | Spouse · Professionally managed account ↗ | — |
| Jun 4, 2025filed Oct 5, 2025 | FDFundIcapital-Arctos Sports Partners Fund II Access Fund LP | Purchase | $15K – $50K | Spouse · Professionally managed account. ↗ | — |
| Jun 2, 2025filed Oct 5, 2025 | ·Other assetApollo Debt Solutions BDC Class S | Purchase | $1K – $15K | Spouse · Dividend reinvestment in a professionally managed account – Business Development Company. ↗ | — |
| May 30, 2025filed Oct 5, 2025 | TTreasuryUS Treasury Note 5/15/2032 | Purchase | $1K – $15K | Spouse · Professionally managed account ↗ | — |
The 100 most recently filed of 265 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/B001325.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Sheri Biggs reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Sheri Biggs’s wealth land. Read it as an estimate, not a bound.
6 holdings are reported only as “over” an amount, with no ceiling, and counted at that floor, so the headline is, if anything, low.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Corporate securities (bonds & notes)19 lines · 4 with no stated ceiling$10.5M+
- Other2 lines$1.5M
- REIT (EIF)3 lines · 1 with no stated ceiling$1.4M+
- Bank accounts, money market accounts & CDs11 lines · 1 with no stated ceiling$1.3M+
- Hedge & private equity funds (EIF)3 lines$925K
- Government securities & agency debt2 lines$758K
- Ownership interest (trade or business)4 lines$375K
- Exchange-traded funds1 line$175K
- Mutual funds2 lines$0
- All other kinds53 lines$0
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Bank of Nova Scotia | Corporate securities (bonds & notes) | Spouse | Spouse/DC Over $1,000,000 |
| JP Morgan Chase Finance | Corporate securities (bonds & notes) | Spouse | Spouse/DC Over $1,000,000 |
| Morgan Stanley Finance | Corporate securities (bonds & notes) | Spouse | Spouse/DC Over $1,000,000 |
| PH Healthcare Services, Inc. | Corporate securities (bonds & notes) | Spouse | Spouse/DC Over $1,000,000 |
| PIMCO RealPath Blend Income Fund Class Institutional (PBRNX) | REIT (EIF) | Spouse | Spouse/DC Over $1,000,000 |
| South State Bank | Bank accounts, money market accounts & CDs | Spouse | Spouse/DC Over $1,000,000 |
| APOLLO DEBT SOLUTIONS BDC CLASS S | Other | Spouse | $500,001 - $1,000,000 |
| Bank of Nova Scotia | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| HSBC USA | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| JP Morgan Chase Finance | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| JP Morgan Chase Finance | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| JP Morgan Chase Finance | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| Morgan Stanley Finance | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| Morgan Stanley Finance | Corporate securities (bonds & notes) | Spouse | $500,001 - $1,000,000 |
| OAKTREE STRATEGIC CREDIT FUND CLASS S | Other | Spouse | $500,001 - $1,000,000 |
| US Treasury Notes (various maturities) | Government securities & agency debt | Spouse | $500,001 - $1,000,000 |
| Bank of Nova Scotia | Corporate securities (bonds & notes) | Spouse | $250,001 - $500,000 |
| ICAP ARCTOS SPORTS PARTNERS | Hedge & private equity funds (EIF) | Spouse | $250,001 - $500,000 |
| JP Morgan Chase Finance | Corporate securities (bonds & notes) | Spouse | $250,001 - $500,000 |
| KKR REAL ESTATE SELECT TRUST- CLASS U | REIT (EIF) | Spouse | $250,001 - $500,000 |
| Morgan Stanley Finance | Corporate securities (bonds & notes) | Spouse | $250,001 - $500,000 |
| SC 2024 Revitalization Tax Credit Fund, LLC | Ownership interest (trade or business) | Spouse | $250,001 - $500,000 |
| SL Partners VII (iCapital) | Hedge & private equity funds (EIF) | Spouse | $250,001 - $500,000 |
| BARCLAYS BANK PLC TAR-SS INTL BASKET | Bank accounts, money market accounts & CDs | Spouse | $100,001 - $250,000 |
| COATUE INNOVATION FUND | Hedge & private equity funds (EIF) | Spouse | $100,001 - $250,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 13, 2026 · 101 assets, 1 liabilities parsedFiling ↗
- Amendment · 2024House Clerk · filed Oct 5, 2025Filing ↗
- Amendment · 2024House Clerk · filed Oct 5, 2025Filing ↗
- New Filer · 2025House Clerk · filed Aug 13, 2025Filing ↗
- Other · 2023House Clerk · filed Mar 27, 2024Filing ↗




