DateSecurityTypeAmountFiledOwner
2026-09-01Bank of Nova Scotia [CS]Buy$500.0K – $1.0M2026-09-22spouse
2026-08-28Apollo Debt Solutions BDC Class S [OT]Buy$1.0K – $15.0K2026-09-22spouse
2026-06-30Oaktree Strategic Credit Fund Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development CompanyBuy$1.0K – $15.0K2026-07-27spouse
2026-05-27OAKTREE STRATEGIC CREDIT FUND CLASS S [OT]Buy$1.0K – $15.0K2026-06-09spouse
2026-05-01APOLLO DEBT SOLUTIONS BDC CLASS S [OT]Buy$1.0K – $15.0K2026-06-09spouse
2026-03-30Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2026-04-16spouse
2026-03-27Apollo Debt Solutions BDC Class S [OT]Buy$1.0K – $15.0K2026-04-16spouse
2026-02-27OAKTREE STRATEGIC CREDIT FUND CLASS S [OT]Buy$1.0K – $15.0K2026-03-21spouse
2026-02-19BARCLAYS BANK PLC TAR-SS INTL BASKET [CS]Sell$100.0K – $250.0K2026-03-21spouse
2026-02-18US TSY BOND DUE 02/15/36 [GS]Buy$15.0K – $50.0K2026-03-21spouse
2026-02-17US TSY NOTE DUE 02/15/26 [GS]Sell$15.0K – $50.0K2026-03-21spouse
2026-01-05KKR Real Estate Select Trust Class U (KRSOX) [PS] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Divided reinvestment in a professionally managed account.Buy$1.0K – $15.0K2026-02-17spouse
2025-12-31BANK OF NOVA SCOTIA [CS]Buy$50.0K – $100.0K2026-02-05joint
2025-12-30OAKTREE STRATEGIC CREDIT FUND CLASS S [OT]Buy$1.0K – $15.0K2026-02-05spouse
2025-12-26COATUE INNOVATION FUND [HN]Buy$250.0K – $500.0K2026-02-05spouse
2025-12-22US TSY NOTE 11/30/26 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 11/15/33 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 11/15/31 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 08/15/33 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 08/15/29 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 05/31/30 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 02/28/27 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 02/15/32 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 02/15/30 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-22US TSY NOTE 02/15/33 [GS]Sell$1.0K – $15.0K2026-02-05spouse
2025-12-12UBS AG [CS]Sell$15.0K – $50.0K2026-01-14joint
2025-12-02US TSY NOTE 11/15/32 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02US TSY NOTE 08/31/30 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02US TSY NOTE 08/15/31 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02US TSY NOTE 05/15/32 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02US TSY NOTE 02/15/34 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02US TSY NOTE 02/15/32 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02US TSY DUE 11/15/34 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-12-02Fannie Mae Note 9/24/26 [GS]Buy$1.0K – $15.0K2026-01-14spouse
2025-11-28Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2025-12-29spouse
2025-11-17US Treasury Note 11/15/2025 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Sell$1.0K – $15.0K2025-12-29spouse
2025-11-17US Treasury Note 11/15/2025 [GS]Sell$1.0K – $15.0K2025-12-29spouse
2025-11-17US Treasury Note 11/15/2025 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Sell$1.0K – $15.0K2025-12-29spouse
2025-11-04KKR Real Estate Select Trust Class U [RS] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Dividend reinvestment in a professionally managed account.Buy$1.0K – $15.0K2025-12-29spouse
2025-10-30Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2025-12-04spouse
2025-10-29Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-12-04spouse
2025-10-01Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-10-31spouse
2025-09-29Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2025-10-31spouse
2025-09-18SL Partners VII iCapital LP [HN] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Managed AccountBuy$1.0K – $15.0K2025-10-05spouse
2025-08-27Oaktree Strategic Credit Fund Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 8/31/2030 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 8/15/2029 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 8/15/2028 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 8/15/2027 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 5/15/2028 [GS]Buy$1.0K – $15.0K2025-10-05spouse