$SFGYYSony Financial Group Inc./ADR
Rep. Steve Cohen disclosed that the filer purchased · $1,001 – $15,000
View transaction source status →Traded Dec 26, 2025Notified Jan 21, 2026Filed May 15, 2026Filed after 45 days
Owner: FilerOriginal filing ↗
Public filing record
Trade disclosures
One row per transaction reported in a 2013–2026 US House periodic transaction report, ordered by anomaly-safe activity chronology by default. The filer and the account owner are shown separately.
2013–2026Years
HouseChamber
RangeAmounts
11,549 matching transactions
A report can contain many transactions; these are transaction counts, not filing counts. Default chronology prevents impossible reported dates from controlling recency while keeping every source date visible.
$ICAPITALS O : W.S.B Trust > UBS Financial Services 26 L : US D : Dividend reinvestment in a professionally managed account – Business Development Company. SP SL PARTNERS VII (ICAPITAL), L.P. FUND
Rep. Sheri Biggs disclosed that the filer purchased · $50,001 – $100,000
View transaction source status →Traded Dec 26, 2025Notified Jan 12, 2026Filed Feb 5, 202641 days to file
Owner: FilerOriginal filing ↗
$MHVYFS O : 150 Main Street Trust > Bank of America Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF)
Rep. Gilbert Cisneros disclosed that the filer sold · $1,001 – $15,000
View transaction source status →Traded Dec 26, 2025Notified Jan 9, 2026Filed Jan 12, 202617 days to file
Owner: FilerOriginal filing ↗
$CVXCHEVRON CORP
Rep. Gilbert Cisneros disclosed that the filer partially sold · $1,001 – $15,000 · Oil, Gas & Energy
View transaction source status →Traded Dec 24, 2025Notified Jan 9, 2026Filed Jan 12, 202619 days to file
Owner: FilerOriginal filing ↗
$UNHUNITEDHEALTH GROUP INC
Rep. Kevin Hern's filing reports that a joint account sold · $250,001 – $500,000 · Managed Care
View transaction source status →Traded Dec 23, 2025Notified Dec 24, 2025Filed Jan 22, 202630 days to file
Owner: JointOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 02/15/30
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 05/15/32
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 02/15/32
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 08/15/27
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professional managed account. SP US TSY NOTE 08/15/29
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 11/15/29
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services 26 D : Professionally managed account. CTEK Class S SP Fannie Mae Note 9/24/26
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 02/28/27
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 08/15/31
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
$CVXCHEVRON CORP
Rep. Roger Williams disclosed that the filer partially sold · $15,001 – $50,000 · Oil, Gas & Energy
View transaction source status →Traded Dec 22, 2025Notified Dec 22, 2025Filed Jan 15, 202624 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 05/31/30
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services 26 D : Professionally managed account. SP US TSY NOTE 02/15/33
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 11/15/32
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 11/15/33
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 02/15/31
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 11/15/31
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 11/30/26
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 02/15/34
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 02/15/28
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 08/15/33
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
S O : W.S.B Trust > UBS Financial Services Inc 35 D : Professionally managed account. SP US TSY NOTE 11/15/34
Rep. Sheri Biggs disclosed that the filer partially sold · $1,001 – $15,000
View transaction source status →Traded Dec 22, 2025Notified Jan 12, 2026Filed Feb 5, 202645 days to file
Owner: FilerOriginal filing ↗
$BKRBaker Hughes Co
Rep. Gilbert Cisneros disclosed that the filer purchased · $1,001 – $15,000 · Oil, Gas & Energy
View transaction source status →Traded Dec 19, 2025Notified Jan 9, 2026Filed Jan 12, 202624 days to file
Owner: FilerOriginal filing ↗
$LMTLOCKHEED MARTIN CORP
Rep. Gilbert Cisneros disclosed that the filer partially sold · $1,001 – $15,000 · Aerospace & Defense
View transaction source status →Traded Dec 19, 2025Notified Jan 9, 2026Filed Jan 12, 202624 days to file
Owner: FilerOriginal filing ↗
$CPBCAMPBELL'S Co
Rep. Gilbert Cisneros disclosed that the filer sold · $1,001 – $15,000
View transaction source status →Traded Dec 19, 2025Notified Jan 9, 2026Filed Jan 12, 202624 days to file
Owner: FilerOriginal filing ↗
$AJGArthur J. Gallagher & Co.
Rep. Gilbert Cisneros disclosed that the filer purchased · $1,001 – $15,000 · Banks & Insurers
View transaction source status →Traded Dec 19, 2025Notified Jan 9, 2026Filed Jan 12, 202624 days to file
Owner: FilerOriginal filing ↗