Sheri Biggs
Sheri Biggs filed a periodic transaction report on February 5, 2026 listing 26 transactions.
SC03. Member page · The Clerk's PDF
26
Transactions
from a 5-page report
6
Purchases
20
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline
Transactions as filed
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Spouse | APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase | Dec 30, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services 26. Location: US. Dividend reinvestment in a professionally managed account – Business Development Company. |
| 2 | Joint | BANK OF NOVA SCOTIA | Purchase | Dec 31, 2025 | Jan 12, 2026 | $50,001 to $100,000 | Subholding of UBS Financial Services, Inc. > UBS Financial Services, Inc. 96. Structured investment product based on RTY. Professionally managed account. |
| 3 | Joint | BNP PARIBAS | Purchase | Dec 31, 2025 | Jan 12, 2026 | $50,001 to $100,000 | Subholding of UBS Financial Services, Inc. > UBS Financial Services, Inc. 96. Structured investment product based on SPX. Professionally managed account. |
| 4 | Spouse | COATUE INNOVATION FUND | Purchase | Dec 26, 2025 | Jan 12, 2026 | $250,001 to $500,000 | Subholding of W.S.B Trust > UBS Financial Services 26. Professionally managed account. CTEK Class S. |
| 5 | Spouse | Fannie Mae Note 9/24/26 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professional managed account. |
| 6 | Spouse | OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase | Dec 30, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services 26. Location: US. Dividend reinvestment in a professionally managed account – Business Development Company. |
| 7 | Spouse | ICAPITAL SL PARTNERS VII (ICAPITAL), L.P. FUND | Purchase | Dec 26, 2025 | Jan 12, 2026 | $50,001 to $100,000 | Subholding of W.S.B Trust > UBS Financial Services 26. Professionally managed account. |
| 8 | Spouse | US TSY NOTE 02/15/33 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 9 | Spouse | US TSY NOTE 02/15/28 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 10 | Spouse | US TSY NOTE 02/15/30 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 11 | Spouse | US TSY NOTE 02/15/31 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 12 | Spouse | US TSY NOTE 02/15/32 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 13 | Spouse | US TSY NOTE 02/15/34 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 14 | Spouse | US TSY NOTE 02/28/27 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 15 | Spouse | US TSY NOTE 05/15/32 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 16 | Spouse | US TSY NOTE 05/31/30 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 17 | Spouse | US TSY NOTE 08/15/27 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professional managed account. |
| 18 | Spouse | US TSY NOTE 08/15/29 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 19 | Spouse | US TSY NOTE 08/15/31 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 20 | Spouse | US TSY NOTE 08/15/33 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 21 | Spouse | US TSY NOTE 11/15/29 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 22 | Spouse | US TSY NOTE 11/15/31 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 23 | Spouse | US TSY NOTE 11/15/32 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 24 | Spouse | US TSY NOTE 11/15/33 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 25 | Spouse | US TSY NOTE 11/15/34 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |
| 26 | Spouse | US TSY NOTE 11/30/26 | Sale (partial) | Dec 22, 2025 | Jan 12, 2026 | $1,001 to $15,000 | Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account. |