Sheri Biggs

Periodic transaction report filed January 14, 2026, SC03. Member page · The Clerk's PDF (document 20033800)

Transactions

on 4 pages

Purchases

Sale

full and partial

Reported late

more than 45 days after the trade

Transactions as filed

in the order they appear on the form

#	Owner	Asset	Type	Trade date	Notified	Amount	Notes
1	Spouse	Apollo Debt Solutions BDC Class S (Other)	Purchase	Dec 1, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services 26 L: US. Dividend reinvestment in a professionally managed account – Business Development Company.
2	Spouse	Fannie Mae Note 9/24/26 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professional managed account.
3	Spouse	KKR Real Estate Select Trust Class U (Stock (not publicly traded))	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services 26 L: US. Dividend reinvestment in a professionally managed account.
4	Joint	UBS AG (Corporate bond or note)	Sale	Dec 12, 2025	Jan 12, 2026	$15,001 to $50,000	New. Subholding of UBS Financial Services, Inc. > UBS Financial Services, Inc. 96. Professionally managed account. Structured product (EEM & IWM).
5	Spouse	US TSY DUE 05/15/34 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
6	Spouse	US TSY DUE 11/15/34 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
7	Spouse	US TSY NOTE 02/15/26 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services 26. Professionally managed account.
8	Spouse	US TSY NOTE 02/15/32 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
9	Spouse	US TSY NOTE 02/15/33 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
10	Spouse	US TSY NOTE 02/15/34 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
11	Spouse	US TSY NOTE 02/15/35 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
12	Spouse	US TSY NOTE 05/15/32 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
13	Spouse	US TSY NOTE 05/15/35 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
14	Spouse	US TSY NOTE 08/15/31 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
15	Spouse	US TSY NOTE 08/15/33 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
16	Spouse	US TSY NOTE 08/31/30 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
17	Spouse	US TSY NOTE 11/15/31 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
18	Spouse	US TSY NOTE 11/15/32 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
19	Spouse	US TSY NOTE 11/15/33 (Government security)	Purchase	Dec 2, 2025	Jan 12, 2026	$1,001 to $15,000	New. Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Sheri Biggs's reported trades Their filings