
Sheri Biggs
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/14/2025 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 09/30/2026 | 10/27/2026 | -2.7% vs SPY -1.7% | -9.7% vs SPY -7.4% | 20035525 |
Unmapped Bank of Nova Scotia | Purchase Owner: Spouse | $500,001 - $1,000,000 | 09/01/2026 | 09/22/2026 | n/a | n/a | 20035489 |
Unmapped ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Purchase Owner: Spouse | $1,001 - $15,000 | 08/31/2026 | 09/22/2026 | n/a | n/a | 20035489 |
S Apollo Debt Solutions BDC Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2026 | 09/22/2026 | +7.3% vs SPY +9.0% | -4.1% vs SPY -2.4% | 20035489 |
Unmapped Bank of Nova Scotia | Sale Owner: Spouse | $500,001 - $1,000,000 | 08/19/2026 | 09/22/2026 | n/a | n/a | 20035489 |
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2026 | 07/27/2026 | +36.2% vs SPY +34.9% | +26.0% vs SPY +23.9% | 20035007 |
U KKR Real Estate Select Trust Class U | Purchase Owner: Spouse | $1,001 - $15,000 | 05/29/2026 | 06/09/2026 | +32.9% vs SPY +32.6% | +51.8% vs SPY +47.3% | 20034496 |
S OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 05/27/2026 | 06/09/2026 | +28.7% vs SPY +27.7% | +56.3% vs SPY +51.7% | 20034496 |
S APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 05/01/2026 | 06/09/2026 | +55.1% vs SPY +49.9% | +56.3% vs SPY +51.7% | 20034496 |
Unmapped ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Purchase Owner: Spouse | $1,001 - $15,000 | 04/28/2026 | 06/09/2026 | n/a | n/a | 20034496 |
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 03/30/2026 | 04/16/2026 | +83.3% vs SPY +63.3% | +64.8% vs SPY +58.1% | 20034346 |
S Apollo Debt Solutions BDC Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 03/27/2026 | 04/16/2026 | +83.7% vs SPY +64.1% | +64.8% vs SPY +58.1% | 20034346 |
IBIT iShares Bitcoin Trust ETF (IBIT) | Purchase Owner: Spouse | $100,001 - $250,000 | 03/04/2026 | 04/16/2026 | +6.3% vs SPY -4.7% | +0.3% vs SPY -6.5% | 20034346 |
S Apollo Debt Solutions BDC Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 03/03/2026 | 04/16/2026 | +74.2% vs SPY +62.4% | +64.8% vs SPY +58.1% | 20034346 |
S OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 02/27/2026 | 03/21/2026 | +76.1% vs SPY +65.3% | +60.7% vs SPY +45.0% | 20034195 |
Unmapped BARCLAYS BANK PLC TAR-SS INTL BASKET | Sale Owner: Spouse | $100,001 - $250,000 | 02/19/2026 | 03/21/2026 | n/a | n/a | 20034195 |
Unmapped US TSY BOND DUE 02/15/36 | Purchase Owner: Spouse | $15,001 - $50,000 | 02/18/2026 | 03/21/2026 | n/a | n/a | 20034195 |
Unmapped US TSY NOTE DUE 02/15/26 | Sale Owner: Spouse | $15,001 - $50,000 | 02/17/2026 | 03/21/2026 | n/a | n/a | 20034195 |
Unmapped US TSY DUE 02/15/26 | Sale Owner: Spouse | $1,001 - $15,000 | 02/15/2026 | 03/21/2026 | n/a | n/a | 20034195 |
S OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 02/06/2026 | 03/21/2026 | +74.8% vs SPY +64.7% | +60.7% vs SPY +45.0% | 20034195 |
KRSOX KKR Real Estate Select Trust Class U (KRSOX) | Purchase Owner: Spouse | $1,001 - $15,000 | 02/04/2026 | 03/21/2026 | -2.2% vs SPY -13.0% | -1.3% vs SPY -17.0% | 20034195 |
S APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 02/04/2026 | 03/21/2026 | +69.7% vs SPY +58.9% | +60.7% vs SPY +45.0% | 20034195 |
KRSOX KKR Real Estate Select Trust Class U (KRSOX) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/05/2026 | 02/17/2026 | -2.0% vs SPY -12.3% | -2.0% vs SPY -12.8% | 20034013 |
Unmapped BNP PARIBAS | Purchase Owner: Joint | $50,001 - $100,000 | 12/31/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped BANK OF NOVA SCOTIA | Purchase Owner: Joint | $50,001 - $100,000 | 12/31/2025 | 02/05/2026 | n/a | n/a | 20033927 |
S OAKTREE STRATEGIC CREDIT FUND CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2025 | 02/05/2026 | +51.3% vs SPY +40.7% | +74.8% vs SPY +64.7% | 20033927 |
S APOLLO DEBT SOLUTIONS BDC CLASS S | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2025 | 02/05/2026 | +51.3% vs SPY +40.7% | +74.8% vs SPY +64.7% | 20033927 |
Unmapped SL PARTNERS VII (ICAPITAL), L.P. FUND | Purchase Owner: Spouse | $50,001 - $100,000 | 12/26/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped COATUE INNOVATION FUND | Purchase Owner: Spouse | $250,001 - $500,000 | 12/26/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/15/30 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/15/28 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/15/33 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped Fannie Mae Note 9/24/26 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 11/30/26 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 11/15/34 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 11/15/33 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 11/15/32 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 11/15/31 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 11/15/29 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 08/15/33 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 08/15/31 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 08/15/29 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 08/15/27 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 05/31/30 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 05/15/32 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/28/27 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/15/34 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/15/32 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
Unmapped US TSY NOTE 02/15/31 | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 12/22/2025 | 02/05/2026 | n/a | n/a | 20033927 |
AG UBS AG | Sale Owner: Joint | $15,001 - $50,000 | 12/12/2025 | 01/14/2026 | +11.4% vs SPY +23.2% | +30.5% vs SPY +40.4% | 20033800 |
Unmapped US TSY NOTE 02/15/34 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 02/15/33 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 02/15/32 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 02/15/26 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY DUE 11/15/34 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY DUE 05/15/34 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
U KKR Real Estate Select Trust Class U | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | -8.9% vs SPY -20.7% | -8.0% vs SPY -17.8% | 20033800 |
Unmapped US TSY NOTE 11/15/33 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 11/15/32 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 11/15/31 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 08/31/30 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 08/15/33 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 08/15/31 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 05/15/35 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 05/15/32 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped US TSY NOTE 02/15/35 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
Unmapped Fannie Mae Note 9/24/26 | Purchase Owner: Spouse | $1,001 - $15,000 | 12/02/2025 | 01/14/2026 | n/a | n/a | 20033800 |
S Apollo Debt Solutions BDC Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 12/01/2025 | 01/14/2026 | +43.7% vs SPY +31.6% | +64.1% vs SPY +54.3% | 20033800 |
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 11/28/2025 | 12/29/2025 | +42.6% vs SPY +31.0% | +51.3% vs SPY +40.7% | 20033694 |
Unmapped US Treasury Note 11/15/2025 | Sale Owner: Spouse | $1,001 - $15,000 | 11/17/2025 | 12/29/2025 | n/a | n/a | 20033694 |
Unmapped US Treasury Note 11/15/2025 | Sale Owner: Spouse | $1,001 - $15,000 | 11/17/2025 | 12/29/2025 | n/a | n/a | 20033694 |
Unmapped US Treasury Note 11/15/2025 | Sale Owner: Spouse | $1,001 - $15,000 | 11/17/2025 | 12/29/2025 | n/a | n/a | 20033694 |
Unmapped KKR Real Estate Select Trust Class U | Purchase Owner: Spouse | $1,001 - $15,000 | 11/04/2025 | 12/29/2025 | n/a | n/a | 20033694 |
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 10/30/2025 | 12/04/2025 | +35.9% vs SPY +23.7% | +59.2% vs SPY +48.0% | 20033579 |
S Apollo Debt Solutions BDC Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 10/29/2025 | 12/04/2025 | +36.9% vs SPY +26.0% | +59.2% vs SPY +48.0% | 20033579 |
S Apollo Debt Solutions BDC Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 10/01/2025 | 10/31/2025 | +32.6% vs SPY +18.5% | +30.7% vs SPY +19.1% | 20033379 |
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 09/29/2025 | 10/31/2025 | +27.8% vs SPY +12.9% | +30.7% vs SPY +19.1% | 20033379 |
Unmapped SL Partners VII iCapital LP | Purchase Owner: Spouse | $1,001 - $15,000 | 09/18/2025 | 10/05/2025 | n/a | n/a | 20032149 |
U KKR Real Estate Select Trust Class U | Purchase Owner: Spouse | $1,001 - $15,000 | 08/29/2025 | 10/05/2025 | +2.7% vs SPY -15.8% | +7.9% vs SPY -5.7% | 20032149 |
S Oaktree Strategic Credit Fund Class S | Purchase Owner: Spouse | $1,001 - $15,000 | 08/27/2025 | 10/05/2025 | +34.8% vs SPY +16.5% | +29.0% vs SPY +15.5% | 20032149 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.