Sheri Biggs

RepublicanSC·265 disclosed trades·79 tickers

Volume traded

$13.3M

gross buys + sells, not wealth

Net flow

+$8.3M

Median gap

131d

limit is 45d

Filed late

67%

177 of 265

Last trade

2026-09-01

Reported holdings, 31 December 2025

From their annual Financial Disclosure, filed 8/13/2026 — 25 assets, about $17.0M at the middle of each value range.

Filed report ↗

JP Morgan Chase Finance21.4%
Morgan Stanley Finance17.0%
Bank of Nova Scotia13.0%
South State Bank6.1%
PH Healthcare Services, Inc.5.9%
Other 20 assets36.2%

By type: Corporate Bond 62% · Other 9% · Unknown 8% · Bank Deposit 8% · Hedge Fund 6% · Government Security 5%

Asset	Type	Value	Share	Held by
JP Morgan Chase Financein W.S.B Trust ⇒ UBS Financial Services 26	Corporate Bond	≈ $3.6M	21.4%	Spouse
Morgan Stanley Financein W.S.B Trust ⇒ UBS Financial Services 26	Corporate Bond	≈ $2.9M	17.0%	Spouse
Bank of Nova Scotiain UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96, W.S.B Trust ⇒ UBS Financial Services 26	Corporate Bond	≈ $2.2M	13.0%	Joint, Spouse
South State Bank	Bank Deposit	≈ $1.0M	6.1%	Joint, Spouse
PH Healthcare Services, Inc.	Corporate Bond	Spouse/DC Over $1,000,000	5.9%	Spouse
PBRNXPIMCO RealPath Blend Income Fund Class Institutional (PBRNX)in HMR Veterans Services, Inc. 401k	Unknown	Spouse/DC Over $1,000,000	5.9%	Spouse
APOLLO DEBT SOLUTIONS BDC CLASS Sin W.S.B Trust ⇒ UBS Financial Services 26	Other	$500,001 - $1,000,000	4.4%	Spouse
HSBC USAin W.S.B Trust ⇒ UBS Financial Services 26	Corporate Bond	$500,001 - $1,000,000	4.4%	Spouse
OAKTREE STRATEGIC CREDIT FUND CLASS Sin W.S.B Trust ⇒ UBS Financial Services 26	Other	$500,001 - $1,000,000	4.4%	Spouse
US Treasury Notes (various maturities)in W.S.B Trust ⇒ UBS Financial Services Inc 35	Government Security	$500,001 - $1,000,000	4.4%	Spouse
SC 2024 Revitalization Tax Credit Fund, LLC	Business Interest	$250,001 - $500,000	2.2%	Spouse
ICAP ARCTOS SPORTS PARTNERSin W.S.B Trust ⇒ UBS Financial Services 26	Hedge Fund	$250,001 - $500,000	2.2%	Spouse
KKR REAL ESTATE SELECT TRUST- CLASS Uin W.S.B Trust ⇒ UBS Financial Services 26	Unknown	$250,001 - $500,000	2.2%	Spouse
SL Partners VII (iCapital)in W.S.B Trust ⇒ UBS Financial Services 26	Hedge Fund	$250,001 - $500,000	2.2%	Spouse
BARCLAYS BANK PLC TAR-SS INTL BASKETin W.S.B Trust ⇒ UBS Financial Services 26	Bank Deposit	$100,001 - $250,000	1.0%	Spouse

The 15 largest of 25. The filed report lists every one.

The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.