THE SOURCE ROW SAYSA filer reported this transaction.
The official PTR supplies the asset text, transaction code, dates, amount value or range, owner code when present, filing status, and contextual notes displayed here.
THE SOURCE ROW DOES NOT SAYWhy it happened—or what happened next.
A disclosed transaction is not evidence of wrongdoing, material nonpublic information, intent, profit, loss, investment performance, a current holding, net worth, or a conflict of interest. A range is not an exact trade amount unless this page explicitly labels it exact.
PURCHASESouth Carolina · District 3
Oaktree Strategic Credit Fund Class S
- Transaction date
- Jun 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
KKR Real Estate Select Trust Class U
- Transaction date
- May 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
OAKTREE STRATEGIC CREDIT FUND CLASS S
- Transaction date
- May 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
APOLLO DEBT SOLUTIONS BDC CLASS S
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
- Transaction date
- Apr 28, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
Oaktree Strategic Credit Fund Class S
- Transaction date
- Mar 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
Apollo Debt Solutions BDC Class S
- Transaction date
- Mar 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
iShares Bitcoin Trust ETF (IBIT)IBIT
- Transaction date
- Mar 4, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
Apollo Debt Solutions BDC Class S
- Transaction date
- Mar 3, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
OAKTREE STRATEGIC CREDIT FUND CLASS S
- Transaction date
- Feb 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALESouth Carolina · District 3
BARCLAYS BANK PLC TAR-SS INTL BASKET
- Transaction date
- Feb 19, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY BOND DUE 02/15/36
- Transaction date
- Feb 18, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALESouth Carolina · District 3
US TSY NOTE DUE 02/15/26
- Transaction date
- Feb 17, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALESouth Carolina · District 3
US TSY DUE 02/15/26
- Transaction date
- Feb 15, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
OAKTREE STRATEGIC CREDIT FUND CLASS S
- Transaction date
- Feb 6, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
APOLLO DEBT SOLUTIONS BDC CLASS S
- Transaction date
- Feb 4, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
KKR Real Estate Select Trust Class U (KRSOX)
- Transaction date
- Feb 4, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
KKR Real Estate Select Trust Class U (KRSOX)
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
BANK OF NOVA SCOTIA
- Transaction date
- Dec 31, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASESouth Carolina · District 3
BNP PARIBAS
- Transaction date
- Dec 31, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASESouth Carolina · District 3
APOLLO DEBT SOLUTIONS BDC CLASS S
- Transaction date
- Dec 30, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
OAKTREE STRATEGIC CREDIT FUND CLASS S
- Transaction date
- Dec 30, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
COATUE INNOVATION FUND
- Transaction date
- Dec 26, 2025
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
SL PARTNERS VII (ICAPITAL), L.P. FUND
- Transaction date
- Dec 26, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
Fannie Mae Note 9/24/26
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/15/33
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/15/28
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/15/30
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/15/31
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/15/32
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/15/34
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 02/28/27
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 05/15/32
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 05/31/30
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 08/15/27
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 08/15/29
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 08/15/31
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 08/15/33
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 11/15/29
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 11/15/31
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 11/15/32
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 11/15/33
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 11/15/34
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)South Carolina · District 3
US TSY NOTE 11/30/26
- Transaction date
- Dec 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALESouth Carolina · District 3
UBS AG
- Transaction date
- Dec 12, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASESouth Carolina · District 3
Fannie Mae Note 9/24/26
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
KKR Real Estate Select Trust Class U
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY DUE 05/15/34
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY DUE 11/15/34
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 02/15/26
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 02/15/32
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 02/15/33
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 02/15/34
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 02/15/35
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 05/15/32
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 05/15/35
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 08/15/31
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 08/15/33
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 08/31/30
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US TSY NOTE 11/15/31
- Transaction date
- Dec 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New