Sheri Biggs

Representative · SC-3 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2025

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

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Sheri Biggs

Representative · SC-3 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2025

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

265 reported transactions in 12 electronically filed reports; latest filed Sep 22, 2026.

Periodic Transaction Report · filed Sep 22, 2026 · House Clerk

View original filing

ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Aug 31, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Aug 28, 2026Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Professionally managed account. Structured product based on XLE.
Held in: W.S.B Trust > Rockefeller Cap. Mgmt 3
Transaction date
Aug 19, 2026Filed 34 days later
Type
Sale
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on SPX.
Held in: W.S.B Trust > Rockefeller Cap. Mgmt 3
Transaction date
Sep 1, 2026Filed 21 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 31, 2026Filed 22 days later	Spouse	ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPHedge Funds & Private Equity Funds (non-EIF) [HN]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26	Purchase	$1,001 - $15,000	Notified Sep 9, 2026New	No ticker reported
Aug 28, 2026Filed 25 days later	Spouse	Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Sep 9, 2026New	No ticker reported
Aug 19, 2026	No ticker reported

Periodic Transaction Report · filed Jul 27, 2026 · House Clerk

View original filing

Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Jun 30, 2026Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jul 9, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 30, 2026Filed 27 days later	Spouse	Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company	No ticker reported

Periodic Transaction Report · filed Jun 9, 2026 · House Clerk
View original filing
- ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
  Hedge Funds & Private Equity Funds (non-EIF) [HN]
  Professionally managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Transaction date
  Apr 28, 2026Filed 42 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jun 8, 2026New
  No ticker reported
- APOLLO DEBT SOLUTIONS BDC CLASS S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  May 1, 2026Filed 39 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jun 8, 2026New
  No ticker reported
Periodic Transaction Report · filed Apr 16, 2026 · House Clerk
View original filing
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Mar 3, 2026Filed 44 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Apr 9, 2026New
  No ticker reported
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Mar 27, 2026Filed 20 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Apr 9, 2026
Periodic Transaction Report · filed Mar 21, 2026 · House Clerk
View original filing
- APOLLO DEBT SOLUTIONS BDC CLASS S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Feb 4, 2026Filed 45 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Mar 6, 2026New
  No ticker reported
- BARCLAYS BANK PLC TAR-SS INTL BASKET
  Corporate Securities (Bonds and Notes) [CS]
  Professional managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Transaction date
  Feb 19, 2026Filed 30 days later
  Type
  Sale
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  Notified / status
  Notified Mar 6, 2026New
  No ticker reported
Periodic Transaction Report · filed Feb 17, 2026 · House Clerk
View original filing
- KKR Real Estate Select Trust Class UKRSOX
  Stock (Not Publicly Traded) [PS]
  Divided reinvestment in a professionally managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Jan 5, 2026Filed 43 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Feb 5, 2026New
  Only stocks and funds are priced
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices
Jan 5, 2026Filed 43 days later Spouse KKR Real Estate Select Trust Class UKRSOX Only stocks and funds are priced
Periodic Transaction Report · filed Feb 5, 2026 · House Clerk
View original filing
- APOLLO DEBT SOLUTIONS BDC CLASS S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Dec 30, 2025Filed 37 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jan 12, 2026New
  No ticker reported
- BANK OF NOVA SCOTIA
  Corporate Securities (Bonds and Notes) [CS]
  Structured investment product based on RTY. Professionally managed account.
  Held in: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96
  Transaction date
  Dec 31, 2025Filed 36 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Jan 12, 2026
Periodic Transaction Report · filed Jan 14, 2026 · House Clerk
View original filing
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Dec 1, 2025Filed 44 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jan 12, 2026New
  No ticker reported
- Fannie Mae Note 9/24/26
  Government Securities and Agency Debt [GS]
  Professional managed account.
  Held in: W.S.B Trust > UBS Financial Services Inc 35
  Transaction date
  Dec 2, 2025Filed 43 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jan 12, 2026New
  No ticker reported
Periodic Transaction Report · filed Dec 29, 2025 · House Clerk
View original filing
- KKR Real Estate Select Trust Class U
  Restricted Stock Units (RSUs) [RS]
  Dividend reinvestment in a professionally managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Transaction date
  Nov 4, 2025Filed 55 days later · past 45 days
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Dec 8, 2025New
  No ticker reported
- Oaktree Strategic Credit Fund Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Nov 28, 2025Filed 31 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Dec 8, 2025New
Periodic Transaction Report · filed Dec 4, 2025 · House Clerk
View original filing
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Oct 29, 2025Filed 36 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Nov 7, 2025New
  No ticker reported
- Oaktree Strategic Credit Fund Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Oct 30, 2025Filed 35 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Nov 7, 2025

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jan 5, 2026Filed 43 days later	Spouse	KKR Real Estate Select Trust Class UKRSOX	Only stocks and funds are priced

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

265 reported transactions in 12 electronically filed reports; latest filed Sep 22, 2026.

Periodic Transaction Report · filed Sep 22, 2026 · House Clerk

View original filing

ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Hedge Funds & Private Equity Funds (non-EIF) [HN]
Professionally managed account.
Held in: W.S.B Trust > UBS Financial Services 26
Transaction date
Aug 31, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported
Apollo Debt Solutions BDC Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company.
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Aug 28, 2026Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Professionally managed account. Structured product based on XLE.
Held in: W.S.B Trust > Rockefeller Cap. Mgmt 3
Transaction date
Aug 19, 2026Filed 34 days later
Type
Sale
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported
Bank of Nova Scotia
Corporate Securities (Bonds and Notes) [CS]
Structured investment product based on SPX.
Held in: W.S.B Trust > Rockefeller Cap. Mgmt 3
Transaction date
Sep 1, 2026Filed 21 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Sep 9, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 31, 2026Filed 22 days later	Spouse	ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPHedge Funds & Private Equity Funds (non-EIF) [HN]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26	Purchase	$1,001 - $15,000	Notified Sep 9, 2026New	No ticker reported
Aug 28, 2026Filed 25 days later	Spouse	Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Sep 9, 2026New	No ticker reported
Aug 19, 2026	No ticker reported

Periodic Transaction Report · filed Jul 27, 2026 · House Clerk

View original filing

Oaktree Strategic Credit Fund Class S
Other [OT]
Dividend reinvestment in a professionally managed account – Business Development Company
Held in: W.S.B Trust > UBS Financial Services 26
Location: US
Transaction date
Jun 30, 2026Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jul 9, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 30, 2026Filed 27 days later	Spouse	Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company	No ticker reported

Periodic Transaction Report · filed Jun 9, 2026 · House Clerk
View original filing
- ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
  Hedge Funds & Private Equity Funds (non-EIF) [HN]
  Professionally managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Transaction date
  Apr 28, 2026Filed 42 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jun 8, 2026New
  No ticker reported
- APOLLO DEBT SOLUTIONS BDC CLASS S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  May 1, 2026Filed 39 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jun 8, 2026New
  No ticker reported
Periodic Transaction Report · filed Apr 16, 2026 · House Clerk
View original filing
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Mar 3, 2026Filed 44 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Apr 9, 2026New
  No ticker reported
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Mar 27, 2026Filed 20 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Apr 9, 2026
Periodic Transaction Report · filed Mar 21, 2026 · House Clerk
View original filing
- APOLLO DEBT SOLUTIONS BDC CLASS S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Feb 4, 2026Filed 45 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Mar 6, 2026New
  No ticker reported
- BARCLAYS BANK PLC TAR-SS INTL BASKET
  Corporate Securities (Bonds and Notes) [CS]
  Professional managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Transaction date
  Feb 19, 2026Filed 30 days later
  Type
  Sale
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  Notified / status
  Notified Mar 6, 2026New
  No ticker reported
Periodic Transaction Report · filed Feb 17, 2026 · House Clerk
View original filing
- KKR Real Estate Select Trust Class UKRSOX
  Stock (Not Publicly Traded) [PS]
  Divided reinvestment in a professionally managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Jan 5, 2026Filed 43 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Feb 5, 2026New
  Only stocks and funds are priced
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices
Jan 5, 2026Filed 43 days later Spouse KKR Real Estate Select Trust Class UKRSOX Only stocks and funds are priced
Periodic Transaction Report · filed Feb 5, 2026 · House Clerk
View original filing
- APOLLO DEBT SOLUTIONS BDC CLASS S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Dec 30, 2025Filed 37 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jan 12, 2026New
  No ticker reported
- BANK OF NOVA SCOTIA
  Corporate Securities (Bonds and Notes) [CS]
  Structured investment product based on RTY. Professionally managed account.
  Held in: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96
  Transaction date
  Dec 31, 2025Filed 36 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Jan 12, 2026
Periodic Transaction Report · filed Jan 14, 2026 · House Clerk
View original filing
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Dec 1, 2025Filed 44 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jan 12, 2026New
  No ticker reported
- Fannie Mae Note 9/24/26
  Government Securities and Agency Debt [GS]
  Professional managed account.
  Held in: W.S.B Trust > UBS Financial Services Inc 35
  Transaction date
  Dec 2, 2025Filed 43 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Jan 12, 2026New
  No ticker reported
Periodic Transaction Report · filed Dec 29, 2025 · House Clerk
View original filing
- KKR Real Estate Select Trust Class U
  Restricted Stock Units (RSUs) [RS]
  Dividend reinvestment in a professionally managed account.
  Held in: W.S.B Trust > UBS Financial Services 26
  Transaction date
  Nov 4, 2025Filed 55 days later · past 45 days
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Dec 8, 2025New
  No ticker reported
- Oaktree Strategic Credit Fund Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Nov 28, 2025Filed 31 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Dec 8, 2025New
Periodic Transaction Report · filed Dec 4, 2025 · House Clerk
View original filing
- Apollo Debt Solutions BDC Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Oct 29, 2025Filed 36 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Nov 7, 2025New
  No ticker reported
- Oaktree Strategic Credit Fund Class S
  Other [OT]
  Dividend reinvestment in a professionally managed account – Business Development Company.
  Held in: W.S.B Trust > UBS Financial Services 26
  Location: US
  Transaction date
  Oct 30, 2025Filed 35 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Nov 7, 2025

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jan 5, 2026Filed 43 days later	Spouse	KKR Real Estate Select Trust Class UKRSOX	Only stocks and funds are priced

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Apr 28, 2026Filed 42 days later	Spouse	ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPHedge Funds & Private Equity Funds (non-EIF) [HN]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26	Purchase	$1,001 - $15,000	Notified Jun 8, 2026New	No ticker reported
May 1, 2026Filed 39 days later	Spouse	APOLLO DEBT SOLUTIONS BDC CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jun 8, 2026New	No ticker reported
May 29, 2026Filed 11 days later	Spouse	KKR Real Estate Select Trust Class UStock (Not Publicly Traded) [PS]Dividend reinvestment in a professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jun 8, 2026New	No ticker reported
May 27, 2026Filed 13 days later	Spouse	OAKTREE STRATEGIC CREDIT FUND CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jun 8, 2026New	No ticker reported

iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Professionally managed account.

Held in: W.S.B Trust > UBS Financial Services 26

Transaction date: Mar 4, 2026Filed 43 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Spouse
Notified / status: Notified Apr 9, 2026New

Disclosed 43 days after the trade. IBIT closed at $41.44 on Mar 4, 2026; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeMar 5, 2026	Mar 5, 2026	$40.39	−2.53%	−$4,434 loss
Day of disclosureApr 16, 2026	Apr 16, 2026	$42.73	+3.11%	+$5,448 gain
30 days afterApr 6, 2026	Apr 6, 2026	$39.52	−4.63%	−$8,108 loss
90 days afterJun 2, 2026	Jun 2, 2026	$38.05	−8.18%	−$14,316 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	+12.7%	+$22,255 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 3, 2026Filed 44 days later

Spouse

Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

No ticker reported

Mar 27, 2026Filed 20 days later

Spouse

Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

No ticker reported

Mar 4, 2026Filed 43 days later

Spouse

iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26

Purchase

$100,001 - $250,000

Notified Apr 9, 2026New

Disclosed 43 days after the trade. IBIT closed at $41.44 on Mar 4, 2026; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeMar 5, 2026	Mar 5, 2026	$40.39	−2.53%	−$4,434 loss
Day of disclosureApr 16, 2026	Apr 16, 2026	$42.73	+3.11%	+$5,448 gain
30 days afterApr 6, 2026	Apr 6, 2026	$39.52	−4.63%	−$8,108 loss
90 days afterJun 2, 2026	Jun 2, 2026	$38.05	−8.18%	−$14,316 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	+12.7%	+$22,255 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 30, 2026Filed 17 days later

Spouse

Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Feb 4, 2026Filed 45 days later	Spouse	APOLLO DEBT SOLUTIONS BDC CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Mar 6, 2026New	No ticker reported
Feb 19, 2026Filed 30 days later	Spouse	BARCLAYS BANK PLC TAR-SS INTL BASKETCorporate Securities (Bonds and Notes) [CS]Professional managed account.Held in: W.S.B Trust > UBS Financial Services 26	Sale	$100,001 - $250,000	Notified Mar 6, 2026New	No ticker reported
Feb 4, 2026Filed 45 days later	Spouse	KKR Real Estate Select Trust Class UKRSOXStock (Not Publicly Traded) [PS]Divided reinvestment in a professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Mar 6, 2026New	Only stocks and funds are priced
Feb 27, 2026Filed 22 days later	Spouse	OAKTREE STRATEGIC CREDIT FUND CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Mar 6, 2026New	No ticker reported
Feb 6, 2026Filed 43 days later	Spouse	OAKTREE STRATEGIC CREDIT FUND CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Mar 6, 2026New	No ticker reported
Feb 18, 2026Filed 31 days later	Spouse	US TSY BOND DUE 02/15/36Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$15,001 - $50,000	Notified Mar 6, 2026New	No ticker reported
Feb 15, 2026Filed 34 days later	Spouse	US TSY DUE 02/15/26Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Sale	$1,001 - $15,000	Notified Mar 6, 2026New	No ticker reported
Feb 17, 2026Filed 32 days later	Spouse	US TSY NOTE DUE 02/15/26Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Sale	$15,001 - $50,000	Notified Mar 6, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 30, 2025Filed 37 days later	Spouse	APOLLO DEBT SOLUTIONS BDC CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 31, 2025Filed 36 days later	Joint	BANK OF NOVA SCOTIACorporate Securities (Bonds and Notes) [CS]Structured investment product based on RTY. Professionally managed account.Held in: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96	Purchase	$50,001 - $100,000	Notified Jan 12, 2026New	No ticker reported
Dec 31, 2025Filed 36 days later	Joint	BNP PARIBASCorporate Securities (Bonds and Notes) [CS]Structured investment product based on SPX. Professionally managed account.Held in: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96	Purchase	$50,001 - $100,000	Notified Jan 12, 2026New	No ticker reported
Dec 26, 2025Filed 41 days later	Spouse	COATUE INNOVATION FUNDHedge Funds & Private Equity Funds (non-EIF) [HN]Professionally managed account. CTEK Class SHeld in: W.S.B Trust > UBS Financial Services 26	Purchase	$250,001 - $500,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	Fannie Mae Note 9/24/26Government Securities and Agency Debt [GS]Professional managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 30, 2025Filed 37 days later	Spouse	OAKTREE STRATEGIC CREDIT FUND CLASS SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 26, 2025Filed 41 days later	Spouse	SL PARTNERS VII (ICAPITAL), L.P. FUNDHedge Funds & Private Equity Funds (non-EIF) [HN]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26	Purchase	$50,001 - $100,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/15/33Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/15/28Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/15/30Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/15/31Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/15/32Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/15/34Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 02/28/27Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 05/15/32Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 05/31/30Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 08/15/27Government Securities and Agency Debt [GS]Professional managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 08/15/29Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 08/15/31Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 08/15/33Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 11/15/29Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 11/15/31Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 11/15/32Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 11/15/33Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 11/15/34Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 22, 2025Filed 45 days later	Spouse	US TSY NOTE 11/30/26Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Partial sale	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 1, 2025Filed 44 days later	Spouse	Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	Fannie Mae Note 9/24/26Government Securities and Agency Debt [GS]Professional managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	KKR Real Estate Select Trust Class UStock (Not Publicly Traded) [PS]Dividend reinvestment in a professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 12, 2025Filed 33 days later	Joint	UBS AGCorporate Securities (Bonds and Notes) [CS]Professionally managed account. Structured product (EEM & IWM).Held in: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96	Sale	$15,001 - $50,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY DUE 05/15/34Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY DUE 11/15/34Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 02/15/26Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 02/15/32Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 02/15/33Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 02/15/34Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 02/15/35Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 05/15/32Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 05/15/35Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 08/15/31Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 08/15/33Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 08/31/30Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 11/15/31Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 11/15/32Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported
Dec 2, 2025Filed 43 days later	Spouse	US TSY NOTE 11/15/33Government Securities and Agency Debt [GS]Professionally managed account.Held in: W.S.B Trust > UBS Financial Services Inc 35	Purchase	$1,001 - $15,000	Notified Jan 12, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Nov 4, 2025Filed 55 days later · past 45 days	Spouse	KKR Real Estate Select Trust Class URestricted Stock Units (RSUs) [RS]Dividend reinvestment in a professionally managed account.Held in: W.S.B Trust > UBS Financial Services 26	Purchase	$1,001 - $15,000	Notified Dec 8, 2025New	No ticker reported
Nov 28, 2025Filed 31 days later	Spouse	Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Dec 8, 2025New	No ticker reported
Nov 17, 2025Filed 42 days later	Spouse	US Treasury Note 11/15/2025Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35	Sale	$1,001 - $15,000	Notified Dec 8, 2025New	No ticker reported
Nov 17, 2025Filed 42 days later	Spouse	US Treasury Note 11/15/2025Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35	Sale	$1,001 - $15,000	Notified Dec 8, 2025New	No ticker reported
Nov 17, 2025Filed 42 days later	Spouse	US Treasury Note 11/15/2025Government Securities and Agency Debt [GS]Held in: W.S.B Trust > UBS Financial Services Inc 35	Sale	$1,001 - $15,000	Notified Dec 8, 2025New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Oct 29, 2025Filed 36 days later	Spouse	Apollo Debt Solutions BDC Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Nov 7, 2025New	No ticker reported
Oct 30, 2025Filed 35 days later	Spouse	Oaktree Strategic Credit Fund Class SOther [OT]Dividend reinvestment in a professionally managed account – Business Development Company.Held in: W.S.B Trust > UBS Financial Services 26Location: US	Purchase	$1,001 - $15,000	Notified Nov 7, 2025New	No ticker reported