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Financial disclosures · Stock trades

Sheri Biggs

Sheri Biggs filed a periodic transaction report on September 22, 2026 listing 4 transactions.

SC03. Member page · The Clerk's PDF (document 20035489)

← Previous report, Jul 27, 2026 (1 trade) · Next report, Oct 27, 2026 (1 trade) →

4
Transactions
from a 2-page report
3
Purchases
1
Sale
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 Aug 31, 2026 Sep 9, 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 Aug 28, 2026 Sep 9, 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 Bank of Nova Scotia (Corporate bond or note) Sale Aug 19, 2026 Sep 9, 2026 $500,001 to $1,000,000 Subholding of W.S.B Trust > Rockefeller Cap. Mgmt 3. Professionally managed account. Structured product based on XLE.
4 Spouse Bank of Nova Scotia (Corporate bond or note) Purchase Sep 1, 2026 Sep 9, 2026 $500,001 to $1,000,000 Subholding of W.S.B Trust > Rockefeller Cap. Mgmt 3. Structured investment product based on SPX.

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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