All House members

Sheri Biggs

RHouse · SC-3

STOCK Act filings · simulated, not advice.

annual holdings (3)

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.

Simulated portfolio
+5.8%
SPY
+18.6%
vs SPY
-12.7%
Simulated portfolioSPYBuySell
Trades
266
Last traded
09/30/2026
Disclosed (est.)
$13.0M
File lag
130 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
S
Oaktree Strategic Credit Fund Class S
Purchase
Owner: Spouse
$1,001 - $15,00009/30/202610/27/2026
-2.7%
vs SPY -1.7%
-9.7%
vs SPY -7.4%
20035525
Unmapped
Bank of Nova Scotia
Purchase
Owner: Spouse
$500,001 - $1,000,00009/01/202609/22/2026n/an/a20035489
Unmapped
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Purchase
Owner: Spouse
$1,001 - $15,00008/31/202609/22/2026n/an/a20035489
S
Apollo Debt Solutions BDC Class S
Purchase
Owner: Spouse
$1,001 - $15,00008/28/202609/22/2026
+7.3%
vs SPY +9.0%
-4.1%
vs SPY -2.4%
20035489
Unmapped
Bank of Nova Scotia
Sale
Owner: Spouse
$500,001 - $1,000,00008/19/202609/22/2026n/an/a20035489
S
Oaktree Strategic Credit Fund Class S
Purchase
Owner: Spouse
$1,001 - $15,00006/30/202607/27/2026
+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 - $15,00005/29/202606/09/2026
+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 - $15,00005/27/202606/09/2026
+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 - $15,00005/01/202606/09/2026
+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 - $15,00004/28/202606/09/2026n/an/a20034496
S
Oaktree Strategic Credit Fund Class S
Purchase
Owner: Spouse
$1,001 - $15,00003/30/202604/16/2026
+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 - $15,00003/27/202604/16/2026
+83.7%
vs SPY +64.1%
+64.8%
vs SPY +58.1%
20034346
IBIT
iShares Bitcoin Trust ETF (IBIT)
Purchase
Owner: Spouse
$100,001 - $250,00003/04/202604/16/2026
+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 - $15,00003/03/202604/16/2026
+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 - $15,00002/27/202603/21/2026
+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 - $250,00002/19/202603/21/2026n/an/a20034195
Unmapped
US TSY BOND DUE 02/15/36
Purchase
Owner: Spouse
$15,001 - $50,00002/18/202603/21/2026n/an/a20034195
Unmapped
US TSY NOTE DUE 02/15/26
Sale
Owner: Spouse
$15,001 - $50,00002/17/202603/21/2026n/an/a20034195
Unmapped
US TSY DUE 02/15/26
Sale
Owner: Spouse
$1,001 - $15,00002/15/202603/21/2026n/an/a20034195
S
OAKTREE STRATEGIC CREDIT FUND CLASS S
Purchase
Owner: Spouse
$1,001 - $15,00002/06/202603/21/2026
+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 - $15,00002/04/202603/21/2026
-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 - $15,00002/04/202603/21/2026
+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 - $15,00001/05/202602/17/2026
-2.0%
vs SPY -12.3%
-2.0%
vs SPY -12.8%
20034013
Unmapped
BNP PARIBAS
Purchase
Owner: Joint
$50,001 - $100,00012/31/202502/05/2026n/an/a20033927
Unmapped
BANK OF NOVA SCOTIA
Purchase
Owner: Joint
$50,001 - $100,00012/31/202502/05/2026n/an/a20033927
S
OAKTREE STRATEGIC CREDIT FUND CLASS S
Purchase
Owner: Spouse
$1,001 - $15,00012/30/202502/05/2026
+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 - $15,00012/30/202502/05/2026
+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 - $100,00012/26/202502/05/2026n/an/a20033927
Unmapped
COATUE INNOVATION FUND
Purchase
Owner: Spouse
$250,001 - $500,00012/26/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/15/30
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/15/28
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/15/33
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
Fannie Mae Note 9/24/26
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 11/30/26
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 11/15/34
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 11/15/33
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 11/15/32
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 11/15/31
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 11/15/29
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 08/15/33
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 08/15/31
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 08/15/29
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 08/15/27
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 05/31/30
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 05/15/32
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/28/27
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/15/34
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/15/32
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
Unmapped
US TSY NOTE 02/15/31
Sale (partial)
Owner: Spouse
$1,001 - $15,00012/22/202502/05/2026n/an/a20033927
AG
UBS AG
Sale
Owner: Joint
$15,001 - $50,00012/12/202501/14/2026
+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 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 02/15/33
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 02/15/32
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 02/15/26
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY DUE 11/15/34
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY DUE 05/15/34
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
U
KKR Real Estate Select Trust Class U
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026
-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 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 11/15/32
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 11/15/31
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 08/31/30
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 08/15/33
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 08/15/31
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 05/15/35
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 05/15/32
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
US TSY NOTE 02/15/35
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
Unmapped
Fannie Mae Note 9/24/26
Purchase
Owner: Spouse
$1,001 - $15,00012/02/202501/14/2026n/an/a20033800
S
Apollo Debt Solutions BDC Class S
Purchase
Owner: Spouse
$1,001 - $15,00012/01/202501/14/2026
+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 - $15,00011/28/202512/29/2025
+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 - $15,00011/17/202512/29/2025n/an/a20033694
Unmapped
US Treasury Note 11/15/2025
Sale
Owner: Spouse
$1,001 - $15,00011/17/202512/29/2025n/an/a20033694
Unmapped
US Treasury Note 11/15/2025
Sale
Owner: Spouse
$1,001 - $15,00011/17/202512/29/2025n/an/a20033694
Unmapped
KKR Real Estate Select Trust Class U
Purchase
Owner: Spouse
$1,001 - $15,00011/04/202512/29/2025n/an/a20033694
S
Oaktree Strategic Credit Fund Class S
Purchase
Owner: Spouse
$1,001 - $15,00010/30/202512/04/2025
+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 - $15,00010/29/202512/04/2025
+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 - $15,00010/01/202510/31/2025
+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 - $15,00009/29/202510/31/2025
+27.8%
vs SPY +12.9%
+30.7%
vs SPY +19.1%
20033379
Unmapped
SL Partners VII iCapital LP
Purchase
Owner: Spouse
$1,001 - $15,00009/18/202510/05/2025n/an/a20032149
U
KKR Real Estate Select Trust Class U
Purchase
Owner: Spouse
$1,001 - $15,00008/29/202510/05/2025
+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 - $15,00008/27/202510/05/2025
+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.