“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-09-30 · later PTRs: 1 2 3 4 5 6 7
Estimated total: $13.8M–open-ended (some lines have no upper bound) across 36 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Sheri Biggs holds an estimated 36 positions worth $13.8M–open-ended (some lines have no upper bound) in total. The largest estimated holding is W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Fi ($2.8M–open-ended). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Fi | Bond | $2.8M–open-ended | Medium | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Fin | Bond | $2.3M–open-ended | Medium | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scoti | Bond | $1.8M–open-ended | Medium | Report |
| South State Bank | Cash | $1M–open-ended | Medium | Report |
| PH Healthcare Services, Inc. | Bond | $1M–open-ended | Medium | Report |
| PBRNX HMR Veterans Services, Inc. 401k ⇒ PIMCO RealPath Blend Inco | Other | $1M–open-ended | Medium | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTI | Other | $500K–$1M | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ HSBC USA | Bond | $500K–$1M | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ OAKTREE STRATEGIC | Other | $500K–$1M | High | Report |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ US Treasury No | Bond | $500K–$1M | High | Report |
| Bank of Nova Scotia | Stock | $500K–$1M | Medium | Later trade |
| SC 2024 Revitalization Tax Credit Fund, LLC | Private | $250K–$500K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS | Private fund | $250K–$500K | High | Report |
| IBIT W.S.B Trust ⇒ UBS Financial Services 26 ⇒ iShares Bitcoin Tr | Fund/ETF | $200K–$500K | Medium | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ KKR REAL ESTATE SE | Other | $250K–$500K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ SL Partners VII (i | Private fund | $250K–$500K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ BARCLAYS BANK PLC | Cash | $100K–$250K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ COATUE INNOVATION | Private fund | $100K–$250K | High | Report |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. | Bond | $50K–$100K | High | Report |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. | Bond | $50K–$100K | High | Report |
| OAKTREE STRATEGIC CREDIT FUND CLASS S | Stock | $6K–$90K | Medium | Later trade |
| KRSOX UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. | Other | $17K–$80K | Medium | Report |
| APOLLO DEBT SOLUTIONS BDC CLASS S | Stock | $5K–$75K | Medium | Later trade |
| Pinnacle Bank | Cash | $15K–$50K | High | Report |
| US TSY BOND DUE 02/15/36 | Stock | $15K–$50K | Medium | Later trade |
| ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Stock | $2K–$30K | Medium | Later trade |
| Citizens Bank | Cash | $1K–$15K | High | Report |
| Renasant Bank | Cash | $1K–$15K | High | Report |
| USAA Bank | Cash | $1K–$15K | High | Report |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. | Cash | $1K–$15K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ UBS Bank USA | Cash | $1K–$15K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Fannie Mae Not | Bond | $1K–$15K | High | Report |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ UBS Bank USA | Cash | $1K–$15K | High | Report |
| KKR Real Estate Select Trust Class U | Stock | $1K–$15K | Medium | Later trade |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ UBS Bank USA | Cash | $1–$1K | High | Report |
| TRB Manufacturing Holdings, Corp. | Other | $0–open-ended | Low | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.