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Congress
Sheri Biggs
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.98
+35.93% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,592.83
+35.93%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Congressional transactions
Showing 100 of 265 disclosed transactions. Amounts are reported ranges; family ownership stays attributed.
| Asset | Action | Amount range | Date |
|---|---|---|---|
| I V D * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. W.S.B Trust (Owner: SP) SP F S: New S O: W.S.B Trust > Rockefeller Cap. Mgmt 3 D: Structured investment product based on SPX. Bank of Nova Scotia [CS] https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $500K – $1M | 2026-09-01 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professionally managed account. ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN]spouse | buy | $1K – $15K | 2026-08-31 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Apollo Debt Solutions BDC Class S [OT]spouse | buy | $1K – $15K | 2026-08-28 |
| F S: New S O: W.S.B Trust > Rockefeller Cap. Mgmt 3 D: Professionally managed account. Structured product based on XLE. Bank of Nova Scotia [CS]spouse | sell | $500K – $1M | 2026-08-19 |
| Oaktree Strategic Credit Fund Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company Professionally managed account Hon. Sheri Biggs , 07/27/2026spouse | buy | $1K – $15K | 2026-06-30 |
| KKR Real Estate Select Trust Class U [PS] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account.spouse | buy | $1K – $15K | 2026-05-29 |
| OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-05-27 |
| APOLLO DEBT SOLUTIONS BDC CLASS S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-05-01 |
| ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professionally managed account.spouse | buy | $1K – $15K | 2026-04-28 |
| Oaktree Strategic Credit Fund Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-03-30 |
| Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-03-27 |
| IBITspouse | buy | $100K – $250K | 2026-03-04 |
| Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-03-03 |
| OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-02-27 |
| BARCLAYS BANK PLC TAR-SS INTL BASKET [CS] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professional managed account.spouse | sell | $100K – $250K | 2026-02-19 |
| US TSY BOND DUE 02/15/36 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $15K – $50K | 2026-02-18 |
| US TSY NOTE DUE 02/15/26 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account. Professionally managed account Professionally managed account Hon. Sheri Biggs , 03/21/2026spouse | sell | $15K – $50K | 2026-02-17 |
| US TSY DUE 02/15/26 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2026-02-15 |
| OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] F S: Newspouse | buy | $1K – $15K | 2026-02-06 |
| KRSOXspouse | buy | $1K – $15K | 2026-02-04 |
| APOLLO DEBT SOLUTIONS BDC CLASS S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2026-02-04 |
| KRSOXspouse | buy | $1K – $15K | 2026-01-05 |
| BNP PARIBAS [CS] F S: New S O: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96 D: Structured investment product based on SPX. Professionally managed account.joint | buy | $50K – $100K | 2025-12-31 |
| BANK OF NOVA SCOTIA [CS] F S: New S O: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96 D: Structured investment product based on RTY. Professionally managed account.joint | buy | $50K – $100K | 2025-12-31 |
| OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2025-12-30 |
| APOLLO DEBT SOLUTIONS BDC CLASS S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2025-12-30 |
| SL PARTNERS VII (ICAPITAL), L.P. FUND [HN] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professionally managed account.spouse | buy | $50K – $100K | 2025-12-26 |
| COATUE INNOVATION FUND [HN] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professionally managed account. CTEK Class Sspouse | buy | $250K – $500K | 2025-12-26 |
| US TSY NOTE 11/30/26 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account. Professionally managed account Professionally managed account Professionally managed accountspouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 11/15/34 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 11/15/33 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 11/15/32 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 11/15/31 [GS]spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 11/15/29 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 08/15/33 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 08/15/31 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 08/15/29 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 08/15/27 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professional managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 05/31/30 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 05/15/32 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/28/27 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/15/34 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/15/32 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/15/31 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/15/30 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/15/28 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| US TSY NOTE 02/15/33 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| Fannie Mae Note 9/24/26 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professional managed account.spouse | sell | $1K – $15K | 2025-12-22 |
| UBS AG [CS] F S: New S O: UBS Financial Services, Inc. > UBS Financial Services, Inc. 96 D: Professionally managed account. Structured product (EEM & IWM).joint | sell | $15K – $50K | 2025-12-12 |
| US TSY NOTE 11/15/33 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account. Professionally managed account Professionally managed accountspouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 11/15/32 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 11/15/31 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 08/31/30 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 08/15/33 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 08/15/31 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 05/15/35 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 05/15/32 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 02/15/35 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 02/15/34 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 02/15/33 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 02/15/32 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY NOTE 02/15/26 [GS] F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY DUE 11/15/34 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| US TSY DUE 05/15/34 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| KKR Real Estate Select Trust Class U [PS] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| Fannie Mae Note 9/24/26 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professional managed account.spouse | buy | $1K – $15K | 2025-12-02 |
| Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.spouse | buy | $1K – $15K | 2025-12-01 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Oaktree Strategic Credit Fund Class S [OT]spouse | buy | $1K – $15K | 2025-11-28 |
| I V D * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. SP F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 11/15/2025 [GS] https://fd.house.gov/reference/asset-type-codes.aspxself | sell | $1K – $15K | 2025-11-17 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 11/15/2025 [GS]spouse | sell | $1K – $15K | 2025-11-17 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 11/15/2025 [GS]spouse | sell | $1K – $15K | 2025-11-17 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Dividend reinvestment in a professionally managed account. KKR Real Estate Select Trust Class U [RS]spouse | buy | $1K – $15K | 2025-11-04 |
| I V D I P O C S * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: SP No Professionally managed account F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Oaktree Strategic Credit Fund Class S [OT] https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $1K – $15K | 2025-10-30 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Apollo Debt Solutions BDC Class S [OT]spouse | buy | $1K – $15K | 2025-10-29 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Apollo Debt Solutions BDC Class S [OT]spouse | buy | $1K – $15K | 2025-10-01 |
| I V D I P O C S * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: SP No Professionally managed account F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Oaktree Strategic Credit Fund Class S [OT] https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $1K – $15K | 2025-09-29 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Managed Account SL Partners VII iCapital LP [HN]spouse | buy | $1K – $15K | 2025-09-18 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 KKR Real Estate Select Trust Class U [HN]spouse | buy | $1K – $15K | 2025-08-29 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Oaktree Strategic Credit Fund Class S [OT]spouse | buy | $1K – $15K | 2025-08-27 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 8/31/2030 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 8/15/2029 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 8/15/2028 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 8/15/2027 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 5/15/2028 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account US Treasury Note 2/15/2035 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 2/15/2033 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 2/15/2028 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 11/30/2026 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 US Treasury Note 11/15/2025 [GS]spouse | buy | $1K – $15K | 2025-08-25 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 SL Partners VII iCapital LP [HN]spouse | buy | $1K – $15K | 2025-08-18 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Apollo Debt Solutions BDC Class S [OT]spouse | buy | $1K – $15K | 2025-08-01 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Apollo Debt Solutions BDC Class S [OT]spouse | buy | $1K – $15K | 2025-08-01 |
| Apollo Debt Solutions BDC Class Sspouse | buy | $1K – $15K | 2025-07-31 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Oaktree Strategic Credit Fund Class S [OT]spouse | buy | $1K – $15K | 2025-07-30 |
| IBITspouse | buy | $100K – $250K | 2025-07-09 |
| Oaktree Strategic Credit Fund Class S [OT]spouse | buy | $1K – $15K | 2025-06-26 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account US Treasury Note 5/15/2035 [GS]spouse | buy | $15K – $50K | 2025-06-17 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 D: Professionally managed account. Icapital-Arctos Sports Partners Fund II Access Fund LP [HN]spouse | buy | $15K – $50K | 2025-06-04 |
| F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company. Apollo Debt Solutions BDC Class S [OT]spouse | buy | $1K – $15K | 2025-06-02 |
| F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed account. US Treasury Note 8/31/2030 [GS]spouse | buy | $1K – $15K | 2025-05-30 |