Sheri Biggs

Sheri Biggs filed a periodic transaction report on March 21, 2026 listing 8 transactions.

SC03. Member page · The Clerk's PDF (document 20034195)

Transactions

from a 2-page report

Purchases

Sales

full and partial

Reported late

past the 30-day or 45-day deadline

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	Feb 4, 2026	Mar 6, 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	Spouse	BARCLAYS BANK PLC TAR-SS INTL BASKET (Corporate bond or note)	Sale	Feb 19, 2026	Mar 6, 2026	$100,001 to $250,000	Subholding of W.S.B Trust > UBS Financial Services 26. Professional managed account.
3	Spouse	KRSOX KKR Real Estate Select Trust Class U (KRSOX) (Stock (not publicly traded))	Purchase	Feb 4, 2026	Mar 6, 2026	$1,001 to $15,000	Subholding of W.S.B Trust > UBS Financial Services 26. Location: US. Divided reinvestment in a professionally managed account.
4	Spouse	OAKTREE STRATEGIC CREDIT FUND CLASS S (Other)	Purchase	Feb 27, 2026	Mar 6, 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.
5	Spouse	OAKTREE STRATEGIC CREDIT FUND CLASS S (Other)	Purchase	Feb 6, 2026	Mar 6, 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.
6	Spouse	US TSY BOND DUE 02/15/36 (Government security)	Purchase	Feb 18, 2026	Mar 6, 2026	$15,001 to $50,000	Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
7	Spouse	US TSY DUE 02/15/26 (Government security)	Sale	Feb 15, 2026	Mar 6, 2026	$1,001 to $15,000	Subholding of W.S.B Trust > UBS Financial Services Inc 35. Professionally managed account.
8	Spouse	US TSY NOTE DUE 02/15/26 (Government security)	Sale	Feb 17, 2026	Mar 6, 2026	$15,001 to $50,000	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 and the Clerk's filing date with the STOCK Act's deadlines (30 days after notification, never more than 45 days after the trade) and is not an ethics finding.

Sheri Biggs

Transactions as filed

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