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Financial disclosures · Stock trades

Sheri Biggs

Sheri Biggs filed a periodic transaction report on June 9, 2026 listing 4 transactions.

SC03. Member page · The Clerk's PDF (document 20034496)

← Previous report, Apr 16, 2026 (4 trades) · Next report, Jul 27, 2026 (1 trade) →

4
Transactions
from a 2-page report
4
Purchases
0
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Spouse ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP (Hedge or private equity fund (non-EIF)) Purchase Apr 28, 2026 Jun 8, 2026 $1,001 to $15,000 Subholding of W.S.B Trust > UBS Financial Services 26. Professionally managed account.
2 Spouse APOLLO DEBT SOLUTIONS BDC CLASS S (Other) Purchase May 1, 2026 Jun 8, 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.
3 Spouse KKR Real Estate Select Trust Class U (Stock (not publicly traded)) Purchase May 29, 2026 Jun 8, 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.
4 Spouse OAKTREE STRATEGIC CREDIT FUND CLASS S (Other) Purchase May 27, 2026 Jun 8, 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.

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.

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