Sheri Biggs

Periodic transaction report filed March 21, 2026, SC03. Member page · The Clerk's PDF (document 20034195)

Transactions

on 2 pages

Purchases

Sales

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	Feb 4, 2026	Mar 6, 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	BARCLAYS BANK PLC TAR-SS INTL BASKET (Corporate bond or note)	Sale	Feb 19, 2026	Mar 6, 2026	$100,001 to $250,000	New. 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	New. Subholding of W.S.B Trust > UBS Financial Services 26 L: 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	New. Subholding of W.S.B Trust > UBS Financial Services 26 L: 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	New. Subholding of W.S.B Trust > UBS Financial Services 26 L: 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	New. 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	New. 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	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