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Disclosed trades
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Loading disclosed trades
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Oct 1, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Oct 16, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Sep 29, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Oct 16, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Oct 1, 2025Filed 30 days later
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Oct 16, 2025New
No ticker reported
Sep 29, 2025Filed 32 days later
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Oct 16, 2025New
No ticker reported
Periodic Transaction Report · filed Oct 5, 2025 · House Clerk
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. APD closed at $291.82 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$294.00
+0.75%
$243 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$270.95
−7.15%
$2,324 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$262.90
−9.91%
$3,221 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$280.43
−3.90%
$1,269 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$302.58
+3.69%
$1,198 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareBABA
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BABA closed at $142.74 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$143.20
+0.32%
$26 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$187.22
+31.2%
$2,493 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$108.87
−23.7%
$1,899 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$115.96
−18.8%
$1,501 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$108.61
−23.9%
$1,913 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Altria Group, Inc.MO
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. MO closed at $57.95 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$58.09
+0.24%
$19 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$65.37
+12.8%
$1,024 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$57.63
−0.55%
$44 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$58.99
+1.79%
$144 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$74.64
+28.8%
$2,304 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
America Movil, S.A.B. de C.V. American Depositary SharesAMX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. AMX closed at $14.33 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.14
−1.33%
$106 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$20.89
+45.8%
$3,663 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$16.13
+12.6%
$1,005 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$17.49
+22.1%
$1,764 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$22.90
+59.8%
$4,785 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. AHCHY closed at $15.00 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$15.33
+2.17%
$173 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$15.25
+1.67%
$133 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$13.90
−7.33%
$587 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.44
−17.1%
$1,366 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$10.40
−30.7%
$2,454 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Jan 6, 2025Filed 272 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Feb 3, 2025Filed 244 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Apr 1, 2025Filed 187 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
May 1, 2025Filed 157 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Jun 2, 2025Filed 125 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Aug 1, 2025Filed 65 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Jul 31, 2025Filed 66 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Aug 1, 2025Filed 65 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. AAPL closed at $212.69 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$215.24
+1.20%
$390 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$256.69
+20.7%
$6,724 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$196.98
−7.39%
$2,401 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$198.42
−6.71%
$2,181 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+59.6%
$19,378 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
ASE Technology Holding Co., Ltd. American Depositary SharesASX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. ASX closed at $9.75 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$9.77
+0.21%
$16 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$11.39
+16.8%
$1,346 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$8.08
−17.1%
$1,370 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$10.36
+6.26%
$501 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$40.77
+318.2%
$25,455 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
ASMPT LIMITED UNSP/ADRASMVY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. ASMVY closed at $22.96 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$23.12
+0.70%
$56 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$34.45
+50.0%
$4,004 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$18.47
−19.6%
$1,565 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$20.76
−9.58%
$767 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$51.15
+122.8%
$9,824 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Banco Do Brasil SA Sponsored ADRBDORY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BDORY closed at $5.06 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$5.05
−0.20%
$16 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$4.10
−19.0%
$1,518 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$4.73
−6.52%
$522 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$4.14
−18.2%
$1,455 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$4.90
−3.16%
$253 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Structured product - linked to shares of S&P 500 index. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on XLE. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
May 27, 2025Filed 131 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on RTY. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 26, 2025Filed 193 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Bank of Nova Scotia Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on FXI. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 14, 2025Filed 205 days later · past 45 days
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
BB Seguridade Participacoes SA Sponsored ADRBBSEY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BBSEY closed at $7.17 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$7.23
+0.84%
$67 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$6.41
−10.6%
$848 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$7.05
−1.67%
$134 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$6.55
−8.65%
$692 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$8.50
+18.5%
$1,484 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Berkshire Hathaway Inc. New Common StockBRK.B
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No prices found
Bidvest Group Ltd Sponsored ADR NewBDVSY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BDVSY closed at $26.58 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$27.00
+1.58%
$126 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$25.39
−4.48%
$358 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$24.15
−9.15%
$732 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$25.52
−3.99%
$319 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$29.02
+9.18%
$734 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
BlackRock, Inc. Common StockBLK
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BLK closed at $958.62 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$957.23
−0.15%
$47 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$1,179.27
+23.0%
$7,481 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$875.78
−8.64%
$2,809 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$982.10
+2.45%
$796 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+17.7%
$5,766 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Cemex, S.A.B. de C.V. Sponsored ADRCX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CX closed at $6.07 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.10
+0.49%
$40 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$8.99
+48.1%
$3,849 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$5.40
−11.0%
$883 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$6.90
+13.7%
$1,094 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$10.27
+69.2%
$5,536 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Charles Schwab CorporationSCHW
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. SCHW closed at $78.73 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$78.57
−0.20%
$66 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$94.00
+19.4%
$6,304 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$74.95
−4.80%
$1,560 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$88.96
+13.0%
$4,223 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$90.89
+15.4%
$5,020 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Chevron Corporation Common StockCVX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CVX closed at $160.81 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$164.05
+2.01%
$655 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$154.02
−4.22%
$1,372 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$137.87
−14.3%
$4,636 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$146.03
−9.19%
$2,987 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$225.71
+40.4%
$13,117 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
China Construction Bank Corporation Unsponsored ADR representing H sharesCICHY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CICHY closed at $17.85 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$17.87
+0.11%
$9 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$18.79
+5.27%
$421 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$17.01
−4.71%
$377 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$19.81
+11.0%
$879 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$25.00
+40.1%
$3,205 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
China Merchants Bank Co Ltd American Depository ReceiptCIHKY
Stocks (including ADRs) [ST]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CIHKY closed at $32.42 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$32.10
−0.99%
$79 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$29.93
−7.68%
$615 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$27.65
−14.7%
$1,177 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$34.08
+5.12%
$410 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$33.98
+4.81%
$385 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Cincinnati Financial Corporation - Common StockCINF
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CINF closed at $145.88 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$147.68
+1.23%
$99 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$165.21
+13.3%
$1,060 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$132.24
−9.35%
$748 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$146.70
+0.56%
$45 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$172.07
+18.0%
$1,436 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Cisco Systems, Inc. - Common StockCSCO
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CSCO closed at $60.30 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$61.12
+1.36%
$442 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$68.91
+14.3%
$4,641 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$55.76
−7.53%
$2,447 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$65.51
+8.64%
$2,808 gain missed
Latest closeOct 21, 2026
Oct 21, 2026
$107.26
+77.9%
$25,311 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Comcast Corporation - Class A Common StockCMCSA
Stocks (including ADRs) [ST]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. CMCSA closed at $33.82 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$34.21
+1.14%
$91 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$27.31
−19.3%
$1,541 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$31.49
−6.90%
$552 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$30.33
−10.3%
$827 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$22.36
−33.9%
$2,712 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Crown Castle Inc. Common StockCCI
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CCI closed at $104.94 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$104.35
−0.56%
$45 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$93.99
−10.4%
$835 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$103.59
−1.29%
$103 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$99.00
−5.66%
$453 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$81.14
−22.7%
$1,815 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Diageo plc Common StockDEO
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. DEO closed at $108.13 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$106.44
−1.56%
$125 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$94.38
−12.7%
$1,017 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$109.58
+1.34%
$107 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$103.11
−4.64%
$371 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.6%
$1,089 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Dominion Energy, Inc. Common StockD
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. D closed at $54.77 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$54.91
+0.26%
$83 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$61.50
+12.3%
$3,994 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$53.17
−2.92%
$949 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$54.73
−0.07%
$24 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$62.84
+14.7%
$4,789 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
ENGIE BRASIL ENE SA S/ADREGIEY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. EGIEY closed at $4.91 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$4.94
+0.58%
$47 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$3.90
−20.6%
$1,646 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$5.03
+2.33%
$186 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$3.80
−22.7%
$1,813 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$6.23
+26.8%
$2,142 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Fannie Mae Note 9/24/2026
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Fannie Mae Note 9/24/26
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Fastenal Company - Common StockFAST
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. FAST closed at $38.23 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$37.76
−1.24%
$404 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$47.78
+25.0%
$8,119 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$40.15
+5.01%
$1,628 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$41.55
+8.68%
$2,822 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$51.65
+35.1%
$11,409 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Fidelity National Information Services, Inc. Common StockFIS
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. FIS closed at $74.33 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$74.41
+0.11%
$35 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$67.15
−9.66%
$3,139 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$76.37
+2.74%
$892 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$80.44
+8.22%
$2,672 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$36.43
−51.0%
$16,572 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Greek Organisation of Football Prognostics SA Unsponsored ADRGOFPY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. GOFPY closed at $9.50 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$9.42
−0.84%
$67 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$11.82
+24.4%
$1,954 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$11.00
+15.8%
$1,263 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$10.98
+15.6%
$1,246 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$6.73
−29.2%
$2,333 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADRGBOOY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. GBOOY closed at $37.44 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$37.23
−0.56%
$45 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$47.77
+27.6%
$2,208 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$37.61
+0.45%
$36 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$45.10
+20.5%
$1,637 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$55.38
+47.9%
$3,834 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Hengan International Group Company Limited Unsponsored ADRHEGIY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. HEGIY closed at $14.80 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.75
−0.37%
$30 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$16.36
+10.5%
$843 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$13.40
−9.48%
$758 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$14.00
−5.41%
$432 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$12.83
−13.3%
$1,065 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares.HIMX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. HIMX closed at $9.46 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$8.56
−9.51%
$761 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$9.17
−3.07%
$245 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$6.47
−31.6%
$2,529 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$9.16
−3.17%
$254 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$11.85
+25.3%
$2,021 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
HSBC USA
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on SX5E index. Professionally managed account
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 27, 2025Filed 192 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
iCapital-Arctos Sports Partners Fund II
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Dividend reinvestment in a professionally managed account.
Held in: UBS Financial Services > 95
Transaction date
Feb 27, 2025Filed 220 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Icapital-Arctos Sports Partners Fund II Access Fund LP
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Jun 4, 2025Filed 123 days later · past 45 days
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Infosys Limited American Depositary SharesINFY
Stocks (including ADRs) [ST]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. INFY closed at $18.45 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$18.57
+0.65%
$52 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$16.69
−9.54%
$763 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$16.14
−12.5%
$1,002 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$18.75
+1.63%
$130 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$12.66
−31.4%
$2,511 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. JD closed at $44.92 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$44.83
−0.20%
$16 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$35.91
−20.1%
$1,605 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$34.72
−22.7%
$1,817 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$33.48
−25.5%
$2,038 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$26.76
−40.4%
$3,235 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Johnson & Johnson Common StockJNJ
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. JNJ closed at $162.99 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$163.02
+0.02%
$6 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$188.16
+15.4%
$5,019 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$156.92
−3.72%
$1,210 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$152.38
−6.51%
$2,116 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$259.36
+59.1%
$19,217 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JP Morgan Chase Finance
Corporate Securities (Bonds and Notes) [CS]
Structured Product linked to the performance of the EURO STOXX 50 Index, Nikkei 225 Index, FTSE 100 Index, Swiss Market Index, and S&P/ASX 200 Index. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 14, 2025Filed 205 days later · past 45 days
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
JP Morgan Chase Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on SX5E, NKY, UKX, SMI, AS51 indices. Professionally managed account
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 27, 2025Filed 192 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
JP Morgan Chase Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on INDU, SPX indices. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 26, 2025Filed 193 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
JP Morgan Chase Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market, and S&P/ASX 200 indices. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 17, 2025Filed 202 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
JP Morgan Chase Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on INDU, SPX indices. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Apr 15, 2025Filed 173 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
KASIKORNBANK PCL UNSP/ADRKPCPY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. KPCPY closed at $18.00 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$18.26
+1.44%
$116 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$19.92
+10.7%
$853 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$17.49
−2.83%
$227 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$20.09
+11.6%
$929 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$27.55
+53.1%
$4,245 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
KB Financial Group IncKB
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. KB closed at $55.64 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$55.56
−0.14%
$12 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$83.21
+49.6%
$3,965 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$56.26
+1.11%
$89 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$80.23
+44.2%
$3,536 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$119.75
+115.2%
$9,219 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Kimberly-Clark De Mexico S A B de C V Sponsored ADRKCDMY
Stocks (including ADRs) [ST]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. KCDMY closed at $8.22 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$8.40
+2.19%
$175 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$10.38
+26.3%
$2,102 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$8.34
+1.46%
$117 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$9.25
+12.5%
$1,003 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$10.48
+27.5%
$2,200 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
KKR Real Estate Select Trust Class U
Stock (Not Publicly Traded) [PS]
Dividend reinvestment in a professionally managed account.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Mar 31, 2025Filed 188 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
KKR Real Estate Select Trust Class U
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Dividend reinvestment in a professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
KKR Real Estate Select Trust Class U
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Reinvestment in Managed Account
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Aug 29, 2025Filed 37 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 25, 2025New
No ticker reported
KT Corporation Common StockKT
Stocks (including ADRs) [ST]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. KT closed at $18.38 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$18.40
+0.11%
$9 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$19.52
+6.20%
$496 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$18.01
−2.01%
$161 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$20.16
+9.68%
$775 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$18.77
+2.12%
$170 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lenovo Group Ltd Sponsored ADRLNVGY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. LNVGY closed at $30.32 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$30.68
+1.19%
$95 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$30.40
+0.26%
$21 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$20.43
−32.6%
$2,610 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$23.54
−22.4%
$1,790 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$65.32
+115.4%
$9,236 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Life Healthcare Group Holdings Ltd Unsponsored ADRLTGHY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. LTGHY closed at $2.98 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$3.03
+1.51%
$121 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$2.78
−6.61%
$529 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$3.03
+1.68%
$134 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$3.08
+3.36%
$268 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$2.95
−1.01%
$81 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lowe's Companies, Inc. Common StockLOW
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. LOW closed at $225.51 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$226.26
+0.33%
$108 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$241.67
+7.17%
$2,329 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$212.77
−5.65%
$1,836 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$211.92
−6.03%
$1,959 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$198.53
−12.0%
$3,888 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Merck & Company, Inc. Common StockMRK
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. MRK closed at $94.02 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$94.73
+0.76%
$245 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$88.80
−5.55%
$1,804 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$77.85
−17.2%
$5,590 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$78.28
−16.7%
$5,441 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+57.7%
$18,764 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. MSFT closed at $387.82 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$386.84
−0.25%
$82 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$528.57
+36.3%
$11,795 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$359.12
−7.40%
$2,405 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$478.04
+23.3%
$7,561 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+37.1%
$12,072 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series AMGYOY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. MGYOY closed at $3.94 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$3.95
+0.25%
$20 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$4.08
+3.55%
$284 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$3.91
−0.76%
$61 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$4.21
+6.85%
$548 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$7.57
+92.1%
$7,371 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Morgan Stanley Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on SPX. Professionally managed account
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 26, 2025Filed 193 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Morgan Stanley Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on SX5E, NKY, UKX, SMI, AS51 indices. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 27, 2025Filed 192 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Morgan Stanley Finance
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on INDU, SPX indices. Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Mar 14, 2025Filed 205 days later · past 45 days
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Nedbank Group Limited Sponsored ADRNDBKY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. NDBKY closed at $14.63 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.75
+0.82%
$66 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$13.49
−7.79%
$623 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$12.90
−11.8%
$946 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$13.98
−4.44%
$355 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$17.75
+21.3%
$1,706 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NESTLE S.A S/ADRNSRGY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. NSRGY closed at $102.42 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$103.45
+1.01%
$80 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$93.23
−8.97%
$718 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$107.95
+5.40%
$432 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$101.30
−1.09%
$87 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$100.85
−1.53%
$123 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesNTES
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. NTES closed at $100.47 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$101.91
+1.43%
$115 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$151.04
+50.3%
$4,027 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$98.73
−1.73%
$139 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$131.08
+30.5%
$2,438 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$125.11
+24.5%
$1,962 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Nintendo Co Ltd ADRNTDOY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. NTDOY closed at $17.83 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$17.77
−0.34%
$109 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$21.39
+20.0%
$6,489 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$17.97
+0.79%
$255 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$21.55
+20.9%
$6,781 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$13.78
−22.7%
$7,382 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Norfolk Southern Corporation Common StockNSC
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. NSC closed at $234.66 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$233.54
−0.48%
$155 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$299.65
+27.7%
$9,001 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$218.94
−6.70%
$2,177 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$250.42
+6.72%
$2,183 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$325.57
+38.7%
$12,591 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Northrop Grumman Corporation Common StockNOC
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. NOC closed at $491.52 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$489.23
−0.47%
$151 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$618.52
+25.8%
$8,398 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$531.33
+8.10%
$2,632 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$503.97
+2.53%
$823 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$534.00
+8.64%
$2,809 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Feb 3, 2025Filed 244 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Feb 26, 2025Filed 221 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: UBS Financial Services > 95
Location: US
Transaction date
Mar 3, 2025Filed 216 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Aug 27, 2025Filed 39 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Jul 30, 2025Filed 67 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 20, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Jun 26, 2025Filed 101 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account - Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
May 28, 2025Filed 130 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Mar 27, 2025Filed 192 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Apr 28, 2025Filed 160 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
Paychex, Inc. - Common StockPAYX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. PAYX closed at $147.53 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$145.23
−1.56%
$507 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$124.37
−15.7%
$5,102 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$140.39
−4.84%
$1,573 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$152.52
+3.38%
$1,099 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$112.62
−23.7%
$7,691 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Petroleo Brasileiro S.A. Petrobras ADSPBR
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. PBR closed at $13.88 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.03
+1.08%
$86 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$12.36
−11.0%
$876 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$11.62
−16.3%
$1,303 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.74
−8.21%
$657 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$25.70
+85.2%
$6,814 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Philip Morris International Inc Common StockPM
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. PM closed at $152.94 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$152.47
−0.31%
$100 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$153.54
+0.39%
$128 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$162.18
+6.04%
$1,964 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$183.46
+20.0%
$6,486 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$199.90
+30.7%
$9,979 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Ping An Insurance Co Ltd Shares HPIAIF
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. PIAIF closed at $6.60 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.70
+1.52%
$121 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$6.50
−1.52%
$121 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$5.58
−15.5%
$1,237 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$6.11
−7.42%
$594 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$6.25
−5.30%
$424 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Progressive CorporationPGR
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. PGR closed at $273.29 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$274.62
+0.49%
$158 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$240.50
−12.0%
$3,900 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$257.41
−5.81%
$1,889 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$265.77
−2.75%
$894 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$221.93
−18.8%
$6,108 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Pt Astra International TBK Unsponsored ADRPTAIY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. PTAIY closed at $5.55 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$5.69
+2.52%
$202 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$7.05
+27.0%
$2,162 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$5.69
+2.52%
$202 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$5.78
+4.14%
$332 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$5.01
−9.73%
$778 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
PT Bank Mandiri Persero TBK Unsponsored ADRPPERY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. PPERY closed at $11.00 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$11.29
+2.64%
$211 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$10.19
−7.36%
$589 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$10.92
−0.73%
$58 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.56
+14.2%
$1,135 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$8.18
−25.6%
$2,051 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
PT Telekomunikasi Indonesia, TbkTLK
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. TLK closed at $14.87 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.81
−0.40%
$32 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$18.21
+22.5%
$1,797 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$15.29
+2.82%
$226 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$16.81
+13.0%
$1,044 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$11.64
−21.7%
$1,738 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
PT United Tractors Unsponsored ADRPUTKY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. PUTKY closed at $27.44 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$27.14
−1.09%
$87 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$30.81
+12.3%
$983 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$26.20
−4.52%
$362 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$27.14
−1.09%
$87 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$27.00
−1.60%
$128 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Sanlam Ltd Sponsored ADRSLLDY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SLLDY closed at $9.28 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$9.47
+2.05%
$164 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$10.11
+8.94%
$716 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$8.47
−8.73%
$698 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$9.85
+6.14%
$491 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$10.60
+14.2%
$1,138 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Schlumberger N.V. Common StockSLB
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SLB closed at $41.13 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$41.08
−0.12%
$10 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$34.59
−15.9%
$1,272 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$35.11
−14.6%
$1,171 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$35.91
−12.7%
$1,015 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$49.98
+21.5%
$1,722 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Shinhan Financial Group Co Ltd American Depositary SharesSHG
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SHG closed at $32.34 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$32.82
+1.48%
$119 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$50.50
+56.2%
$4,493 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$33.35
+3.12%
$250 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$44.49
+37.6%
$3,006 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$69.81
+115.9%
$9,270 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Sinopharm Group Co. Ltd Unsponsored ADRSHTDY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SHTDY closed at $12.62 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$12.83
+1.66%
$133 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$12.01
−4.87%
$390 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$11.26
−10.8%
$862 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$11.75
−6.93%
$554 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$9.84
−22.0%
$1,763 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
SL Partners VII (ICapital) Fund
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Apr 22, 2025Filed 166 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
SL Partners VII (ICapital) Fund
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Professionally managed account
Held in: UBS Financial Services > 95
Transaction date
Jan 6, 2025Filed 272 days later · past 45 days
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
SL Partners VII iCapital LP
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Aug 18, 2025Filed 48 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
SL Partners VII iCapital LP
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Managed Account
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Sep 18, 2025Filed 17 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 25, 2025New
No ticker reported
Sociedad Quimica y Minera S.A. Common StockSQM
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SQM closed at $45.61 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$45.40
−0.46%
$37 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$43.17
−5.35%
$428 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$34.92
−23.4%
$1,875 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$33.15
−27.3%
$2,186 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$60.05
+31.7%
$2,533 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Standard Bank Group Limited Sponsored ADRSGBLY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SGBLY closed at $13.31 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$13.46
+1.13%
$90 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$14.60
+9.69%
$775 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$12.01
−9.77%
$781 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.81
−3.76%
$301 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$18.96
+42.4%
$3,396 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Starbucks Corporation - Common StockSBUX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. SBUX closed at $99.19 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$99.28
+0.09%
$29 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$82.11
−17.2%
$5,597 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$80.68
−18.7%
$6,065 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$91.59
−7.66%
$2,490 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$99.37
+0.18%
$59 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Taiwan Semiconductor Manufacturing Company Ltd.TSM
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. TSM closed at $173.13 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$173.76
+0.36%
$29 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$302.40
+74.7%
$5,974 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$151.74
−12.4%
$989 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$215.68
+24.6%
$1,966 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$425.08
+145.5%
$11,644 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
TE Connectivity plc Ordinary SharesTEL
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. TEL closed at $147.76 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$146.28
−1.00%
$326 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$222.96
+50.9%
$16,541 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$128.75
−12.9%
$4,181 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$163.66
+10.8%
$3,497 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$213.66
+44.6%
$14,495 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
TENCENT HLDGS UNSP/ADRTCEHY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. TCEHY closed at $69.46 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$69.59
+0.19%
$15 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$87.33
+25.7%
$2,058 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$58.00
−16.5%
$1,320 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$64.88
−6.59%
$528 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$52.47
−24.5%
$1,957 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Ternium S.A. Ternium S.A. American Depositary SharesTX
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. TX closed at $33.05 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$32.97
−0.24%
$19 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$36.11
+9.26%
$741 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$27.37
−17.2%
$1,375 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$29.86
−9.65%
$772 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$59.69
+80.6%
$6,449 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Texas Instruments Incorporated - Common StockTXN
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. TXN closed at $181.74 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$180.68
−0.58%
$190 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$181.81
+0.04%
$13 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$145.61
−19.9%
$6,461 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$197.69
+8.78%
$2,852 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$277.78
+52.8%
$17,175 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Tingyi Cayman Islands Hldgs Cp Sponsored ADRTCYMY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No prices found
Unilever PLC Common StockUL
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. UL closed at $66.11 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$66.35
+0.36%
$29 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$74.29
+12.4%
$989 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$71.89
+8.74%
$699 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$79.62
+20.4%
$1,634 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$65.22
−1.35%
$108 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
United Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 36
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 200 days after the trade. UPS closed at $117.47 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$116.98
−0.42%
$33 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$86.62
−26.3%
$2,101 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−18.1%
$1,445 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$99.67
−15.2%
$1,212 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−16.1%
$1,291 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
US Treasury Note 11/15/2025
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 11/15/2025
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2025
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2029
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2029
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2031
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2032
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2032
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2033
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2033
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2034
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/2034
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/15/31
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/30/2026
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/30/2026
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 11/30/2026
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 2/15/2026
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2026
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2028
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2028
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 2/15/2029
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2029
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2030
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2030
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2031
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2031
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2032
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2032
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2033
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2033
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2033
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 2/15/2034
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2034
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2035
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/15/2035
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 2/15/28
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/28/2027
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 2/28/2027
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 4/30/2025
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2028
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2028
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2028
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 5/15/2032
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2032
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2034
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2034
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/15/2035
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Jun 17, 2025Filed 110 days later · past 45 days
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/31/2027
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/31/2027
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/31/2030
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 5/31/2030
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 6/15/2025
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2025
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2025
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2027
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2027
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2027
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 8/15/2028
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2028
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2028
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 8/15/2029
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 8/15/2029
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2029
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2031
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2031
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2033
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/15/2033
Government Securities and Agency Debt [GS]
Professionally managed account
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/31/2030
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
May 30, 2025Filed 128 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
US Treasury Note 8/31/2030
Government Securities and Agency Debt [GS]
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Aug 25, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 17, 2025New
No ticker reported
US Treasury Note 8/31/2030
Government Securities and Agency Debt [GS]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 19, 2025Filed 200 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
No ticker reported
VALE S.A. American Depositary Shares Each Representing one common shareVALE
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. VALE closed at $10.18 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$10.19
+0.10%
$8 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$11.29
+10.9%
$872 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$9.11
−10.5%
$841 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$9.82
−3.54%
$283 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$13.02
+27.9%
$2,232 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
VIBRA ENERGIA UNSP/ADRPETRY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. PETRY closed at $5.86 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.09
+3.92%
$314 gain missed
Day of disclosure
No trading within a week of Oct 5, 2025
30 days afterApr 17, 2025
Apr 17, 2025
$6.45
+10.1%
$806 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$7.92
+35.2%
$2,813 gain missed
Latest closeJun 27, 2025
Jun 27, 2025
$7.84
+33.7%
$2,697 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
VODACOM GROUP LTD S/ADRVDMCY
Stocks (including ADRs) [ST]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services Inc 35
Transaction date
Mar 18, 2025Filed 201 days later · past 45 days
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 11, 2025New
Disclosed 201 days after the trade. VDMCY closed at $6.43 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.40
−0.47%
$37 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$7.88
+22.6%
$1,804 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$6.62
+2.95%
$236 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$7.61
+18.4%
$1,468 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$9.81
+52.6%
$4,206 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Air Products and Chemicals, Inc. Common StockAPDStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. APD closed at $291.82 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$294.00
+0.75%
$243 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$270.95
−7.15%
$2,324 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$262.90
−9.91%
$3,221 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$280.43
−3.90%
$1,269 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$302.58
+3.69%
$1,198 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareBABAStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BABA closed at $142.74 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$143.20
+0.32%
$26 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$187.22
+31.2%
$2,493 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$108.87
−23.7%
$1,899 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$115.96
−18.8%
$1,501 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$108.61
−23.9%
$1,913 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. MO closed at $57.95 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$58.09
+0.24%
$19 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$65.37
+12.8%
$1,024 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$57.63
−0.55%
$44 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$58.99
+1.79%
$144 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$74.64
+28.8%
$2,304 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
America Movil, S.A.B. de C.V. American Depositary SharesAMXStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. AMX closed at $14.33 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.14
−1.33%
$106 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$20.89
+45.8%
$3,663 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$16.13
+12.6%
$1,005 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$17.49
+22.1%
$1,764 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$22.90
+59.8%
$4,785 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. AHCHY closed at $15.00 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$15.33
+2.17%
$173 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$15.25
+1.67%
$133 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$13.90
−7.33%
$587 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.44
−17.1%
$1,366 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$10.40
−30.7%
$2,454 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 6, 2025Filed 272 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Feb 3, 2025Filed 244 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Apr 1, 2025Filed 187 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 1, 2025Filed 157 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Jun 2, 2025Filed 125 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 1, 2025Filed 65 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Jul 31, 2025Filed 66 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Aug 1, 2025Filed 65 days later · past 45 days
Spouse
Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. AAPL closed at $212.69 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$215.24
+1.20%
$390 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$256.69
+20.7%
$6,724 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$196.98
−7.39%
$2,401 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$198.42
−6.71%
$2,181 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+59.6%
$19,378 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. ASX closed at $9.75 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$9.77
+0.21%
$16 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$11.39
+16.8%
$1,346 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$8.08
−17.1%
$1,370 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$10.36
+6.26%
$501 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$40.77
+318.2%
$25,455 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. ASMVY closed at $22.96 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$23.12
+0.70%
$56 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$34.45
+50.0%
$4,004 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$18.47
−19.6%
$1,565 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$20.76
−9.58%
$767 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$51.15
+122.8%
$9,824 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Banco Do Brasil SA Sponsored ADRBDORYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BDORY closed at $5.06 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$5.05
−0.20%
$16 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$4.10
−19.0%
$1,518 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$4.73
−6.52%
$522 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$4.14
−18.2%
$1,455 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$4.90
−3.16%
$253 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Bank of Nova ScotiaCorporate Securities (Bonds and Notes) [CS]Structured product - linked to shares of S&P 500 index. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$500,001 - $1,000,000
Notified Aug 11, 2025New
No ticker reported
May 27, 2025Filed 131 days later · past 45 days
Spouse
Bank of Nova ScotiaCorporate Securities (Bonds and Notes) [CS]Structured investment product based on XLE. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Mar 26, 2025Filed 193 days later · past 45 days
Spouse
Bank of Nova ScotiaCorporate Securities (Bonds and Notes) [CS]Structured investment product based on RTY. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Mar 14, 2025Filed 205 days later · past 45 days
Spouse
Bank of Nova Scotia FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on FXI. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Disclosed 201 days after the trade. BBSEY closed at $7.17 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$7.23
+0.84%
$67 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$6.41
−10.6%
$848 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$7.05
−1.67%
$134 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$6.55
−8.65%
$692 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$8.50
+18.5%
$1,484 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Disclosed 201 days after the trade. BDVSY closed at $26.58 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$27.00
+1.58%
$126 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$25.39
−4.48%
$358 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$24.15
−9.15%
$732 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$25.52
−3.99%
$319 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$29.02
+9.18%
$734 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Partial sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. BLK closed at $958.62 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$957.23
−0.15%
$47 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$1,179.27
+23.0%
$7,481 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$875.78
−8.64%
$2,809 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$982.10
+2.45%
$796 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+17.7%
$5,766 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. CX closed at $6.07 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.10
+0.49%
$40 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$8.99
+48.1%
$3,849 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$5.40
−11.0%
$883 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$6.90
+13.7%
$1,094 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$10.27
+69.2%
$5,536 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. SCHW closed at $78.73 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$78.57
−0.20%
$66 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$94.00
+19.4%
$6,304 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$74.95
−4.80%
$1,560 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$88.96
+13.0%
$4,223 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$90.89
+15.4%
$5,020 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. CVX closed at $160.81 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$164.05
+2.01%
$655 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$154.02
−4.22%
$1,372 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$137.87
−14.3%
$4,636 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$146.03
−9.19%
$2,987 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$225.71
+40.4%
$13,117 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
China Construction Bank Corporation Unsponsored ADR representing H sharesCICHYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CICHY closed at $17.85 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$17.87
+0.11%
$9 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$18.79
+5.27%
$421 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$17.01
−4.71%
$377 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$19.81
+11.0%
$879 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$25.00
+40.1%
$3,205 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
China Merchants Bank Co Ltd American Depository ReceiptCIHKYStocks (including ADRs) [ST]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CIHKY closed at $32.42 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$32.10
−0.99%
$79 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$29.93
−7.68%
$615 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$27.65
−14.7%
$1,177 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$34.08
+5.12%
$410 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$33.98
+4.81%
$385 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. CINF closed at $145.88 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$147.68
+1.23%
$99 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$165.21
+13.3%
$1,060 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$132.24
−9.35%
$748 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$146.70
+0.56%
$45 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$172.07
+18.0%
$1,436 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CSCO closed at $60.30 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$61.12
+1.36%
$442 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$68.91
+14.3%
$4,641 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$55.76
−7.53%
$2,447 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$65.51
+8.64%
$2,808 gain missed
Latest closeOct 21, 2026
Oct 21, 2026
$107.26
+77.9%
$25,311 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Comcast Corporation - Class A Common StockCMCSAStocks (including ADRs) [ST]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. CMCSA closed at $33.82 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$34.21
+1.14%
$91 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$27.31
−19.3%
$1,541 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$31.49
−6.90%
$552 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$30.33
−10.3%
$827 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$22.36
−33.9%
$2,712 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Crown Castle Inc. Common StockCCIStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. CCI closed at $104.94 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$104.35
−0.56%
$45 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$93.99
−10.4%
$835 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$103.59
−1.29%
$103 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$99.00
−5.66%
$453 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$81.14
−22.7%
$1,815 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. DEO closed at $108.13 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$106.44
−1.56%
$125 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$94.38
−12.7%
$1,017 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$109.58
+1.34%
$107 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$103.11
−4.64%
$371 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.6%
$1,089 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Dominion Energy, Inc. Common StockDStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. D closed at $54.77 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$54.91
+0.26%
$83 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$61.50
+12.3%
$3,994 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$53.17
−2.92%
$949 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$54.73
−0.07%
$24 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$62.84
+14.7%
$4,789 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
ENGIE BRASIL ENE SA S/ADREGIEYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. EGIEY closed at $4.91 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$4.94
+0.58%
$47 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$3.90
−20.6%
$1,646 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$5.03
+2.33%
$186 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$3.80
−22.7%
$1,813 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$6.23
+26.8%
$2,142 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
May 30, 2025Filed 128 days later · past 45 days
Spouse
Fannie Mae Note 9/24/2026Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Fannie Mae Note 9/24/26Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Fastenal Company - Common StockFASTStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. FAST closed at $38.23 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$37.76
−1.24%
$404 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$47.78
+25.0%
$8,119 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$40.15
+5.01%
$1,628 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$41.55
+8.68%
$2,822 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$51.65
+35.1%
$11,409 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Fidelity National Information Services, Inc. Common StockFISStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. FIS closed at $74.33 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$74.41
+0.11%
$35 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$67.15
−9.66%
$3,139 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$76.37
+2.74%
$892 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$80.44
+8.22%
$2,672 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$36.43
−51.0%
$16,572 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Greek Organisation of Football Prognostics SA Unsponsored ADRGOFPYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. GOFPY closed at $9.50 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$9.42
−0.84%
$67 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$11.82
+24.4%
$1,954 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$11.00
+15.8%
$1,263 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$10.98
+15.6%
$1,246 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$6.73
−29.2%
$2,333 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. GBOOY closed at $37.44 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$37.23
−0.56%
$45 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$47.77
+27.6%
$2,208 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$37.61
+0.45%
$36 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$45.10
+20.5%
$1,637 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$55.38
+47.9%
$3,834 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Hengan International Group Company Limited Unsponsored ADRHEGIYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. HEGIY closed at $14.80 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.75
−0.37%
$30 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$16.36
+10.5%
$843 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$13.40
−9.48%
$758 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$14.00
−5.41%
$432 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$12.83
−13.3%
$1,065 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares.HIMXStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. HIMX closed at $9.46 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$8.56
−9.51%
$761 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$9.17
−3.07%
$245 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$6.47
−31.6%
$2,529 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$9.16
−3.17%
$254 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$11.85
+25.3%
$2,021 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 27, 2025Filed 192 days later · past 45 days
Spouse
HSBC USACorporate Securities (Bonds and Notes) [CS]Structured investment product based on SX5E index. Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Feb 27, 2025Filed 220 days later · past 45 days
Spouse
iCapital-Arctos Sports Partners Fund IIHedge Funds & Private Equity Funds (non-EIF) [HN]Dividend reinvestment in a professionally managed account.Held in: UBS Financial Services > 95
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Jun 4, 2025Filed 123 days later · past 45 days
Spouse
Icapital-Arctos Sports Partners Fund II Access Fund LPHedge Funds & Private Equity Funds (non-EIF) [HN]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Disclosed 201 days after the trade. INFY closed at $18.45 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$18.57
+0.65%
$52 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$16.69
−9.54%
$763 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$16.14
−12.5%
$1,002 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$18.75
+1.63%
$130 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$12.66
−31.4%
$2,511 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JD.com, Inc. - American Depositary SharesJDStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. JD closed at $44.92 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$44.83
−0.20%
$16 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$35.91
−20.1%
$1,605 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$34.72
−22.7%
$1,817 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$33.48
−25.5%
$2,038 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$26.76
−40.4%
$3,235 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. JNJ closed at $162.99 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$163.02
+0.02%
$6 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$188.16
+15.4%
$5,019 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$156.92
−3.72%
$1,210 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$152.38
−6.51%
$2,116 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$259.36
+59.1%
$19,217 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 14, 2025Filed 205 days later · past 45 days
Spouse
JP Morgan Chase FinanceCorporate Securities (Bonds and Notes) [CS]Structured Product linked to the performance of the EURO STOXX 50 Index, Nikkei 225 Index, FTSE 100 Index, Swiss Market Index, and S&P/ASX 200 Index. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$500,001 - $1,000,000
Notified Aug 11, 2025New
No ticker reported
Mar 27, 2025Filed 192 days later · past 45 days
Spouse
JP Morgan Chase FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on SX5E, NKY, UKX, SMI, AS51 indices. Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Mar 26, 2025Filed 193 days later · past 45 days
Spouse
JP Morgan Chase FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on INDU, SPX indices. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Mar 17, 2025Filed 202 days later · past 45 days
Spouse
JP Morgan Chase FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market, and S&P/ASX 200 indices. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Apr 15, 2025Filed 173 days later · past 45 days
Spouse
JP Morgan Chase FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on INDU, SPX indices. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Disclosed 201 days after the trade. KPCPY closed at $18.00 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$18.26
+1.44%
$116 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$19.92
+10.7%
$853 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$17.49
−2.83%
$227 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$20.09
+11.6%
$929 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$27.55
+53.1%
$4,245 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. KB closed at $55.64 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$55.56
−0.14%
$12 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$83.21
+49.6%
$3,965 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$56.26
+1.11%
$89 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$80.23
+44.2%
$3,536 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$119.75
+115.2%
$9,219 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Kimberly-Clark De Mexico S A B de C V Sponsored ADRKCDMYStocks (including ADRs) [ST]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. KCDMY closed at $8.22 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$8.40
+2.19%
$175 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$10.38
+26.3%
$2,102 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$8.34
+1.46%
$117 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$9.25
+12.5%
$1,003 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$10.48
+27.5%
$2,200 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 31, 2025Filed 188 days later · past 45 days
Spouse
KKR Real Estate Select Trust Class UStock (Not Publicly Traded) [PS]Dividend reinvestment in a professionally managed account.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
KKR Real Estate Select Trust Class UHedge Funds & Private Equity Funds (non-EIF) [HN]Dividend reinvestment in a professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 29, 2025Filed 37 days later
Spouse
KKR Real Estate Select Trust Class UHedge Funds & Private Equity Funds (non-EIF) [HN]Reinvestment in Managed AccountHeld in: W.S.B Trust > UBS Financial Services 26
Disclosed 201 days after the trade. KT closed at $18.38 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$18.40
+0.11%
$9 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$19.52
+6.20%
$496 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$18.01
−2.01%
$161 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$20.16
+9.68%
$775 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$18.77
+2.12%
$170 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. LNVGY closed at $30.32 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$30.68
+1.19%
$95 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$30.40
+0.26%
$21 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$20.43
−32.6%
$2,610 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$23.54
−22.4%
$1,790 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$65.32
+115.4%
$9,236 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. LTGHY closed at $2.98 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$3.03
+1.51%
$121 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$2.78
−6.61%
$529 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$3.03
+1.68%
$134 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$3.08
+3.36%
$268 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$2.95
−1.01%
$81 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Lowe's Companies, Inc. Common StockLOWStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. LOW closed at $225.51 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$226.26
+0.33%
$108 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$241.67
+7.17%
$2,329 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$212.77
−5.65%
$1,836 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$211.92
−6.03%
$1,959 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$198.53
−12.0%
$3,888 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. MRK closed at $94.02 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$94.73
+0.76%
$245 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$88.80
−5.55%
$1,804 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$77.85
−17.2%
$5,590 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$78.28
−16.7%
$5,441 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+57.7%
$18,764 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. MSFT closed at $387.82 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$386.84
−0.25%
$82 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$528.57
+36.3%
$11,795 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$359.12
−7.40%
$2,405 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$478.04
+23.3%
$7,561 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+37.1%
$12,072 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series AMGYOYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. MGYOY closed at $3.94 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$3.95
+0.25%
$20 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$4.08
+3.55%
$284 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$3.91
−0.76%
$61 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$4.21
+6.85%
$548 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$7.57
+92.1%
$7,371 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 26, 2025Filed 193 days later · past 45 days
Spouse
Morgan Stanley FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on SPX. Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services 26
Purchase
$250,001 - $500,000
Notified Aug 11, 2025New
No ticker reported
Mar 27, 2025Filed 192 days later · past 45 days
Spouse
Morgan Stanley FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on SX5E, NKY, UKX, SMI, AS51 indices. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Purchase
$1,000,001 - $5,000,000
Notified Aug 11, 2025New
No ticker reported
Mar 14, 2025Filed 205 days later · past 45 days
Spouse
Morgan Stanley FinanceCorporate Securities (Bonds and Notes) [CS]Structured investment product based on INDU, SPX indices. Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26
Disclosed 201 days after the trade. NDBKY closed at $14.63 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.75
+0.82%
$66 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$13.49
−7.79%
$623 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$12.90
−11.8%
$946 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$13.98
−4.44%
$355 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$17.75
+21.3%
$1,706 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. NSRGY closed at $102.42 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$103.45
+1.01%
$80 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$93.23
−8.97%
$718 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$107.95
+5.40%
$432 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$101.30
−1.09%
$87 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$100.85
−1.53%
$123 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesNTESStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. NTES closed at $100.47 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$101.91
+1.43%
$115 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$151.04
+50.3%
$4,027 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$98.73
−1.73%
$139 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$131.08
+30.5%
$2,438 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$125.11
+24.5%
$1,962 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Nintendo Co Ltd ADRNTDOYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. NTDOY closed at $17.83 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$17.77
−0.34%
$109 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$21.39
+20.0%
$6,489 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$17.97
+0.79%
$255 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$21.55
+20.9%
$6,781 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$13.78
−22.7%
$7,382 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. NSC closed at $234.66 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$233.54
−0.48%
$155 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$299.65
+27.7%
$9,001 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$218.94
−6.70%
$2,177 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$250.42
+6.72%
$2,183 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$325.57
+38.7%
$12,591 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. NOC closed at $491.52 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$489.23
−0.47%
$151 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$618.52
+25.8%
$8,398 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$531.33
+8.10%
$2,632 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$503.97
+2.53%
$823 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$534.00
+8.64%
$2,809 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Feb 3, 2025Filed 244 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Feb 26, 2025Filed 221 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 3, 2025Filed 216 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: UBS Financial Services > 95Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 27, 2025Filed 39 days later
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Jul 30, 2025Filed 67 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 20, 2025New
No ticker reported
Jun 26, 2025Filed 101 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 28, 2025Filed 130 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account - Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 27, 2025Filed 192 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Apr 28, 2025Filed 160 days later · past 45 days
Spouse
Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Paychex, Inc. - Common StockPAYXStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. PAYX closed at $147.53 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$145.23
−1.56%
$507 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$124.37
−15.7%
$5,102 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$140.39
−4.84%
$1,573 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$152.52
+3.38%
$1,099 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$112.62
−23.7%
$7,691 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. PBR closed at $13.88 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.03
+1.08%
$86 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$12.36
−11.0%
$876 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$11.62
−16.3%
$1,303 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.74
−8.21%
$657 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$25.70
+85.2%
$6,814 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
Philip Morris International Inc Common StockPMStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$15,001 - $50,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. PM closed at $152.94 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$152.47
−0.31%
$100 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$153.54
+0.39%
$128 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$162.18
+6.04%
$1,964 gain missed
90 days afterJun 17, 2025
Jun 17, 2025
$183.46
+20.0%
$6,486 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$199.90
+30.7%
$9,979 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. PIAIF closed at $6.60 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.70
+1.52%
$121 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$6.50
−1.52%
$121 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$5.58
−15.5%
$1,237 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$6.11
−7.42%
$594 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$6.25
−5.30%
$424 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. PGR closed at $273.29 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$274.62
+0.49%
$158 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$240.50
−12.0%
$3,900 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$257.41
−5.81%
$1,889 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$265.77
−2.75%
$894 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$221.93
−18.8%
$6,108 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. PTAIY closed at $5.55 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$5.69
+2.52%
$202 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$7.05
+27.0%
$2,162 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$5.69
+2.52%
$202 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$5.78
+4.14%
$332 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$5.01
−9.73%
$778 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. PPERY closed at $11.00 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$11.29
+2.64%
$211 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$10.19
−7.36%
$589 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$10.92
−0.73%
$58 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.56
+14.2%
$1,135 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$8.18
−25.6%
$2,051 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. TLK closed at $14.87 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$14.81
−0.40%
$32 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$18.21
+22.5%
$1,797 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$15.29
+2.82%
$226 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$16.81
+13.0%
$1,044 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$11.64
−21.7%
$1,738 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. PUTKY closed at $27.44 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$27.14
−1.09%
$87 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$30.81
+12.3%
$983 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$26.20
−4.52%
$362 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$27.14
−1.09%
$87 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$27.00
−1.60%
$128 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. SLLDY closed at $9.28 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$9.47
+2.05%
$164 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$10.11
+8.94%
$716 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$8.47
−8.73%
$698 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$9.85
+6.14%
$491 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$10.60
+14.2%
$1,138 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. SLB closed at $41.13 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$41.08
−0.12%
$10 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$34.59
−15.9%
$1,272 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$35.11
−14.6%
$1,171 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$35.91
−12.7%
$1,015 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$49.98
+21.5%
$1,722 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Shinhan Financial Group Co Ltd American Depositary SharesSHGStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SHG closed at $32.34 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$32.82
+1.48%
$119 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$50.50
+56.2%
$4,493 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$33.35
+3.12%
$250 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$44.49
+37.6%
$3,006 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$69.81
+115.9%
$9,270 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. SHTDY closed at $12.62 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$12.83
+1.66%
$133 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$12.01
−4.87%
$390 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$11.26
−10.8%
$862 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$11.75
−6.93%
$554 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$9.84
−22.0%
$1,763 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. SQM closed at $45.61 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$45.40
−0.46%
$37 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$43.17
−5.35%
$428 loss avoided
30 days afterApr 17, 2025
Apr 17, 2025
$34.92
−23.4%
$1,875 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$33.15
−27.3%
$2,186 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$60.05
+31.7%
$2,533 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
Standard Bank Group Limited Sponsored ADRSGBLYStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. SGBLY closed at $13.31 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$13.46
+1.13%
$90 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$14.60
+9.69%
$775 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$12.01
−9.77%
$781 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$12.81
−3.76%
$301 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$18.96
+42.4%
$3,396 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. SBUX closed at $99.19 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$99.28
+0.09%
$29 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$82.11
−17.2%
$5,597 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$80.68
−18.7%
$6,065 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$91.59
−7.66%
$2,490 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$99.37
+0.18%
$59 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. TSM closed at $173.13 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$173.76
+0.36%
$29 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$302.40
+74.7%
$5,974 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$151.74
−12.4%
$989 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$215.68
+24.6%
$1,966 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$425.08
+145.5%
$11,644 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. TEL closed at $147.76 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$146.28
−1.00%
$326 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$222.96
+50.9%
$16,541 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$128.75
−12.9%
$4,181 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$163.66
+10.8%
$3,497 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$213.66
+44.6%
$14,495 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. TCEHY closed at $69.46 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$69.59
+0.19%
$15 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$87.33
+25.7%
$2,058 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$58.00
−16.5%
$1,320 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$64.88
−6.59%
$528 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$52.47
−24.5%
$1,957 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. TX closed at $33.05 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$32.97
−0.24%
$19 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$36.11
+9.26%
$741 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$27.37
−17.2%
$1,375 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$29.86
−9.65%
$772 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$59.69
+80.6%
$6,449 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 200 days after the trade. TXN closed at $181.74 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$180.68
−0.58%
$190 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$181.81
+0.04%
$13 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$145.61
−19.9%
$6,461 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$197.69
+8.78%
$2,852 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$277.78
+52.8%
$17,175 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. UL closed at $66.11 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$66.35
+0.36%
$29 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$74.29
+12.4%
$989 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$71.89
+8.74%
$699 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$79.62
+20.4%
$1,634 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$65.22
−1.35%
$108 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 36
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 200 days after the trade. UPS closed at $117.47 on Mar 19, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 20, 2025
Mar 20, 2025
$116.98
−0.42%
$33 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$86.62
−26.3%
$2,101 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−18.1%
$1,445 loss avoided
90 days afterJun 17, 2025
Jun 17, 2025
$99.67
−15.2%
$1,212 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−16.1%
$1,291 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 11/15/2025Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/15/2025Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/15/2025Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/15/2029Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/15/2029Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/15/2031Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/15/2032Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/15/2032Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/15/2033Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/15/2033Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/15/2034Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/15/2034Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/15/31Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 11/30/2026Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 11/30/2026Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 11/30/2026Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2026Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2026Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2028Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 2/15/2028Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2029Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2029Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2030Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2030Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2031Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2031Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2032Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2032Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2033Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2033Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 2/15/2033Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2034Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/15/2034Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/2035Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 2/15/2035Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/15/28Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 2/28/2027Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 2/28/2027Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 4/30/2025Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 5/15/2028Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 5/15/2028Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 5/15/2028Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 5/15/2032Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 5/15/2032Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 5/15/2034Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 5/15/2034Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Jun 17, 2025Filed 110 days later · past 45 days
Spouse
US Treasury Note 5/15/2035Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$15,001 - $50,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 5/31/2027Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 5/31/2027Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 5/31/2030Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 5/31/2030Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 6/15/2025Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/15/2025Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/15/2025Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/15/2027Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/15/2027Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 8/15/2027Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/15/2028Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/15/2028Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 8/15/2028Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 8/15/2029Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/15/2029Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/15/2029Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/15/2031Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/15/2031Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/15/2033Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/15/2033Government Securities and Agency Debt [GS]Professionally managed accountHeld in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
May 30, 2025Filed 128 days later · past 45 days
Spouse
US Treasury Note 8/31/2030Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Aug 25, 2025Filed 41 days later
Spouse
US Treasury Note 8/31/2030Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Sep 17, 2025New
No ticker reported
Mar 19, 2025Filed 200 days later · past 45 days
Spouse
US Treasury Note 8/31/2030Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Purchase
$1,001 - $15,000
Notified Aug 11, 2025New
No ticker reported
Mar 18, 2025Filed 201 days later · past 45 days
Spouse
VALE S.A. American Depositary Shares Each Representing one common shareVALEStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35
Sale
$1,001 - $15,000
Notified Aug 11, 2025New
Disclosed 201 days after the trade. VALE closed at $10.18 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$10.19
+0.10%
$8 gain missed
Day of disclosureOct 6, 2025
Oct 6, 2025
$11.29
+10.9%
$872 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$9.11
−10.5%
$841 loss avoided
90 days afterJun 16, 2025
Jun 16, 2025
$9.82
−3.54%
$283 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$13.02
+27.9%
$2,232 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. PETRY closed at $5.86 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.09
+3.92%
$314 gain missed
Day of disclosure
No trading within a week of Oct 5, 2025
30 days afterApr 17, 2025
Apr 17, 2025
$6.45
+10.1%
$806 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$7.92
+35.2%
$2,813 gain missed
Latest closeJun 27, 2025
Jun 27, 2025
$7.84
+33.7%
$2,697 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 201 days after the trade. VDMCY closed at $6.43 on Mar 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 19, 2025
Mar 19, 2025
$6.40
−0.47%
$37 loss avoided
Day of disclosureOct 6, 2025
Oct 6, 2025
$7.88
+22.6%
$1,804 gain missed
30 days afterApr 17, 2025
Apr 17, 2025
$6.62
+2.95%
$236 gain missed
90 days afterJun 16, 2025
Jun 16, 2025
$7.61
+18.4%
$1,468 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$9.81
+52.6%
$4,206 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
