Sheri Biggs
Sheri Biggs filed a periodic transaction report on September 22, 2026 listing 4 transactions.
SC03. Member page · The Clerk's PDF
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
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Spouse | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | 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 | 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 | 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 | 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. |