| Sep 30, 2026 |
Oaktree Strategic Credit Fund Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Oct 6, 2026 |
Report filed Oct 27, 2026 |
| Sep 1, 2026 |
Bank of Nova Scotia
(Corporate bond or note)
|
Purchase |
Spouse |
$500,001 to $1,000,000 |
Sep 9, 2026 |
Report filed Sep 22, 2026 |
| Aug 31, 2026 |
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
(Hedge or private equity fund (non-EIF))
|
Purchase |
Spouse |
$1,001 to $15,000 |
Sep 9, 2026 |
Report filed Sep 22, 2026 |
| Aug 28, 2026 |
Apollo Debt Solutions BDC Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Sep 9, 2026 |
Report filed Sep 22, 2026 |
| Aug 19, 2026 |
Bank of Nova Scotia
(Corporate bond or note)
|
Sale |
Spouse |
$500,001 to $1,000,000 |
Sep 9, 2026 |
Report filed Sep 22, 2026 |
| Jun 30, 2026 |
Oaktree Strategic Credit Fund Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jul 9, 2026 |
Report filed Jul 27, 2026 |
| May 29, 2026 |
KKR Real Estate Select Trust Class U
(Stock (not publicly traded))
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jun 8, 2026 |
Report filed Jun 9, 2026 |
| May 27, 2026 |
OAKTREE STRATEGIC CREDIT FUND CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jun 8, 2026 |
Report filed Jun 9, 2026 |
| May 1, 2026 |
APOLLO DEBT SOLUTIONS BDC CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jun 8, 2026 |
Report filed Jun 9, 2026 |
| Apr 28, 2026 |
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
(Hedge or private equity fund (non-EIF))
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jun 8, 2026 |
Report filed Jun 9, 2026 |
| Mar 30, 2026 |
Oaktree Strategic Credit Fund Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 16, 2026 |
| Mar 27, 2026 |
Apollo Debt Solutions BDC Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 16, 2026 |
| Mar 4, 2026 |
IBIT iShares Bitcoin Trust ETF (IBIT)
(Stock)
|
Purchase |
Spouse |
$100,001 to $250,000 |
Apr 9, 2026 |
Report filed Apr 16, 2026 |
| Mar 3, 2026 |
Apollo Debt Solutions BDC Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 16, 2026 |
| Feb 27, 2026 |
OAKTREE STRATEGIC CREDIT FUND CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 19, 2026 |
BARCLAYS BANK PLC TAR-SS INTL BASKET
(Corporate bond or note)
|
Sale |
Spouse |
$100,001 to $250,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 18, 2026 |
US TSY BOND DUE 02/15/36
(Government security)
|
Purchase |
Spouse |
$15,001 to $50,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 17, 2026 |
US TSY NOTE DUE 02/15/26
(Government security)
|
Sale |
Spouse |
$15,001 to $50,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 15, 2026 |
US TSY DUE 02/15/26
(Government security)
|
Sale |
Spouse |
$1,001 to $15,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 6, 2026 |
OAKTREE STRATEGIC CREDIT FUND CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 4, 2026 |
APOLLO DEBT SOLUTIONS BDC CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Feb 4, 2026 |
KRSOX KKR Real Estate Select Trust Class U (KRSOX)
(Stock (not publicly traded))
|
Purchase |
Spouse |
$1,001 to $15,000 |
Mar 6, 2026 |
Report filed Mar 21, 2026 |
| Jan 5, 2026 |
KRSOX KKR Real Estate Select Trust Class U (KRSOX)
(Stock (not publicly traded))
|
Purchase |
Spouse |
$1,001 to $15,000 |
Feb 5, 2026 |
Report filed Feb 17, 2026 |
| Dec 31, 2025 |
BANK OF NOVA SCOTIA
(Corporate bond or note)
|
Purchase |
Joint |
$50,001 to $100,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 31, 2025 |
BNP PARIBAS
(Corporate bond or note)
|
Purchase |
Joint |
$50,001 to $100,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 30, 2025 |
APOLLO DEBT SOLUTIONS BDC CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 30, 2025 |
OAKTREE STRATEGIC CREDIT FUND CLASS S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 26, 2025 |
COATUE INNOVATION FUND
(Hedge or private equity fund (non-EIF))
|
Purchase |
Spouse |
$250,001 to $500,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 26, 2025 |
ICAPITAL SL PARTNERS VII (ICAPITAL), L.P. FUND
(Hedge or private equity fund (non-EIF))
|
Purchase |
Spouse |
$50,001 to $100,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
Fannie Mae Note 9/24/26
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/15/33
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/15/28
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/15/30
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/15/31
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/15/32
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/15/34
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 02/28/27
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 05/15/32
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 05/31/30
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 08/15/27
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 08/15/29
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 08/15/31
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 08/15/33
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 11/15/29
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 11/15/31
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 11/15/32
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 11/15/33
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 11/15/34
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 22, 2025 |
US TSY NOTE 11/30/26
(Government security)
|
Sale (partial) |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Feb 5, 2026 |
| Dec 12, 2025 |
UBS AG
(Corporate bond or note)
|
Sale |
Joint |
$15,001 to $50,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
Fannie Mae Note 9/24/26
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
KKR Real Estate Select Trust Class U
(Stock (not publicly traded))
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY DUE 05/15/34
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY DUE 11/15/34
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 02/15/26
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 02/15/32
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 02/15/33
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 02/15/34
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 02/15/35
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 05/15/32
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 05/15/35
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 08/15/31
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 08/15/33
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 08/31/30
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 11/15/31
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 11/15/32
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 2, 2025 |
US TSY NOTE 11/15/33
(Government security)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |
| Dec 1, 2025 |
Apollo Debt Solutions BDC Class S
(Other)
|
Purchase |
Spouse |
$1,001 to $15,000 |
Jan 12, 2026 |
Report filed Jan 14, 2026 |