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.
Stock price · move across the chart or use arrow keys
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.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| PH Healthcare Services, Inc. [CS] | $1M – $1M |
| South State Bank [BA] | $1M – $1M |
| HMR Veterans Services, Inc. 401k ⇒ PIMCO RealPath Blend Income Fund Class Institutional (PBRNX) [RF] | $1M – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS] | $1M – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ HSBC USA [CS] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS] Professionally managed account. | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS] | $1M – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS] | $1M – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | $500K – $1M |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ US Treasury Notes (various maturities) [GS] | $500K – $1M |
| SC 2024 Revitalization Tax Credit Fund, LLC [OL] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS PARTNERS [HE] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ KKR REAL ESTATE SELECT TRUST- CLASS U [RF] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ SL Partners VII (iCapital) [HE] | $250K – $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ BARCLAYS BANK PLC TAR-SS INTL BASKET [BA] | $100K – $250K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ COATUE INNOVATION FUND [HE] | $100K – $250K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) [EF] | $100K – $250K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Bank of Nova Scotia [CS] | $50K – $100K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ BNP PARIBAS [CS] | $50K – $100K |
| Pinnacle Bank [BA] | $15K – $50K |
| South State Bank [BA] | $15K – $50K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ KKR REAL ESTATE SELECT TRUST (KRSOX) [RF] | $15K – $50K |
| Citizens Bank [BA] | $1K – $15K |
| Renasant Bank [BA] | $1K – $15K |
| USAA Bank [BA] | $1K – $15K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ UBS Bank USA [BA] | $1K – $15K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ UBS Bank USA [BA] | $1K – $15K |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/26 [GS] | $1K – $15K |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ UBS Bank USA [BA] | $1K – $15K |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ UBS Bank USA [BA] | $1 – $1K |
| Cresent Indemnity Company LTD [OL] | Not specified |
| HMR of Maryland [OL] | Not specified |
| PH Healthcare Services, Inc. [OL] | Not specified |
| TRB Manufacturing Holdings, Corp. [OT] | Not specified |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Canadian Imperial Bank of Commerce [CS] | Not specified |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ UBS AG [CS] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ 1WS CREDIT INCOME FUND CLASS A-2 (OWSAX) [MF] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Lord Abbett Credit Opportunities Fund Class A (LARAX) [MF] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ BANCO DO BRASIL SA S/ADR (BDORY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ BB SEGURIDADE PART SA ADR (BBSEY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ China Construction Bank Corporation Unsponsored ADR representing H shares (CICHY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ China Merchants Bank Co Ltd American Depository Receipt (CIHKY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ ENGIE BRASIL ENE SA S/ADR (EGIEY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Greek Organisation of Football Prognostics SA Unsponsored ADR (GOFPY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ JD.com, Inc. - American Depositary Shares (JD) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ KIMBERLY-CLARK MEX S/ADR (KCDMY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Lenovo Group Ltd Sponsored ADR (LNVGY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A (MGYOY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Ping An Insurance (PNGAY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Sociedad Quimica y Minera S.A. Common Stock (SQM) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Standard Bank Group Limited Sponsored ADR (SGBLY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ TENCENT HLDGS UNSP/ADR (TCEHY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Ternium S.A. Ternium S.A. American Depositary Shares (TX) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ TINGYI CYMN IS HDGS U/ADR (TYCMY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Unilever PLC Common Stock (UL) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ VODACOM GROUP LTD S/ADR (VDMCY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Altria Group, Inc. (MO) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Charles Schwab Corporation (SCHW) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Cincinnati Financial Corporation - Common Stock (CINF) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Diageo plc Common Stock (DEO) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Dominion Energy, Inc. Common Stock (D) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Fastenal Company - Common Stock (FAST) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ NESTLE S.A S/ADR (NSRGY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Northrop Grumman Corporation Common Stock (NOC) | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Progressive Corporation (PGR) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not specified |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] . | Not specified |