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Our Elected PortfoliosTHE CONGRESSIONAL RESEARCH RECORD
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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
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1,497 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.

Why trade and filing dates differ →
purchaseRep. Ritchie John TorresNY-15

thority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMU26

Rep. Ritchie John Torres disclosed that the filer purchased · $1,001 – $15,000

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Traded Jun 6, 2025Notified Aug 1, 2025Filed Aug 20, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
saleRep. Ritchie John TorresNY-15

thority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP40

Rep. Ritchie John Torres disclosed that the filer sold · $1,001 – $15,000

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Traded Jun 6, 2025Notified Aug 1, 2025Filed Aug 20, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Sheri BiggsSC-03

S O : UBS Financial Services > 95 D : Dividend reinvestment in a professionally managed account. SP Icapital-Arctos Sports Partners Fund II Access Fund LP

Rep. Sheri Biggs disclosed that the filer purchased · $15,001 – $50,000

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Traded Jun 4, 2025Notified Aug 11, 2025Filed Oct 5, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
saleRep. John W. RoseTN-06

S O : Raymond James Brokerage Account L : US D : AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX)

Rep. John W. Rose disclosed that the filer sold · $250,001 – $500,000

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Traded Jun 3, 2025Notified Jun 4, 2025Filed Jul 4, 202531 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Sheri BiggsSC-03

S O : W.S.B Trust > UBS Financial Services 26 L : US D : Dividend reinvestment in a professionally managed account – Business Development Company. SP Apollo Debt Solutions BDC Class S

Rep. Sheri Biggs disclosed that the filer purchased · $1,001 – $15,000

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Traded Jun 2, 2025Notified Aug 11, 2025Filed Oct 5, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Sheri BiggsSC-03

S O : UBS Financial Services > 95 L : US D : Dividend reinvestment in a professionally managed account. SP KKR Real Estate Select Trust Class U

Rep. Sheri Biggs disclosed that the filer purchased · $1,001 – $15,000

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Traded May 30, 2025Notified Aug 11, 2025Filed Oct 5, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Sheri BiggsSC-03

S O : W.S.B Trust > UBS Financial Services 26 L : US D : Dividend reinvestment in a professionally managed account – Business Development Company. SP Oaktree Strategic Credit Fund Class S

Rep. Sheri Biggs disclosed that the filer purchased · $1,001 – $15,000

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Traded May 28, 2025Notified Aug 11, 2025Filed Oct 5, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Sheri BiggsSC-03

S O : UBS Financial Services > 95 L : US D : Dividend reinvestment in a professionally managed account – Business Development Company. SP Apollo Debt Solutions BDC Class S

Rep. Sheri Biggs disclosed that the filer purchased · $1,001 – $15,000

View transaction source status →
Traded May 1, 2025Notified Aug 11, 2025Filed Oct 5, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Sheri BiggsSC-03

S O : W.S.B Trust > UBS Financial Services 26 L : US D : Dividend reinvestment in a professionally managed account – Business Development Company. SP Oaktree Strategic Credit Fund Class S

Rep. Sheri Biggs disclosed that the filer purchased · $1,001 – $15,000

View transaction source status →
Traded Apr 28, 2025Notified Aug 11, 2025Filed Oct 5, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Kevin HernOK-01

S O : Hern Family Revocable Trust > Brokerage Investment Account D : Buy to open JT Goldman Sachs MTN 4/29/2030

Rep. Kevin Hern disclosed that the filer purchased · $250,001 – $500,000

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Traded Apr 24, 2025Notified Apr 25, 2025Filed May 13, 202519 days to file
Owner: FilerOriginal filing ↗