0
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 |
Mar 3, 2026 |
Apr 9, 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 |
Apollo Debt Solutions BDC Class S
(Other)
|
Purchase |
Mar 27, 2026 |
Apr 9, 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. |
| 3 |
Spouse |
IBIT iShares Bitcoin Trust ETF (IBIT)
(Stock)
|
Purchase |
Mar 4, 2026 |
Apr 9, 2026 |
$100,001 to $250,000 |
New. Subholding of W.S.B Trust > UBS Financial Services 26. Professionally managed account. |
| 4 |
Spouse |
Oaktree Strategic Credit Fund Class S
(Other)
|
Purchase |
Mar 30, 2026 |
Apr 9, 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. |
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