Sheri Biggs
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing
window, versus the S&P 500 (SPY), as of 2026-06-29. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-6.4% |
-0.5% |
-5.9% |
| 1 month |
-17.9% |
-2.1% |
-15.9% |
| 1 quarter |
-8.6% |
+16.9% |
-25.5% |
| Year to date |
-31.2% |
+9.0% |
-40.1% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
IBIT
iShares Bitcoin Trust ETF
|
6,975 |
$238.4K |
100.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the
sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less
liability minimums. Only electronically filed reports are read — a missing year means no
electronic filing, not zero net worth.
Latest net worth (band)
$2.8M – $8.7M
Net worth band by reporting year
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-10-05 |
$2.8M – $8.7M |
102 |
1 |
Recent stock trades
Avg. disclosure lag
195.2 days
Filed past 45-day deadline
98%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-03-04 |
IBIT
iShares Bitcoin Trust ETF
|
Buy |
SP |
$100K - $250K |
2026-04-16 |
43d
|
| 2025-07-09 |
IBIT
iShares Bitcoin Trust ETF
|
Buy |
SP |
$100K - $250K |
2025-10-05 |
88d late
|
| 2025-03-19 |
MO
Altria Group, Inc.
|
Sell |
SP |
$1K - $15K |
2025-10-05 |
200d late
|
| 2025-03-19 |
SCHW
Schwab Charles Corp
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
CMCSA
Comcast Corp
|
Sell |
SP |
$1K - $15K |
2025-10-05 |
200d late
|
| 2025-03-19 |
FAST
Fastenal Co
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
FIS
Fidelity National Information Services, Inc.
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
JNJ
Johnson & Johnson
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
LOW
Lowes Companies Inc
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
MRK
Merck & Co., Inc.
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
MSFT
Microsoft Corp
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
NSC
Norfolk Southern Corp
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
NOC
Northrop Grumman Corp /De/
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
PAYX
Paychex Inc
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
PM
Philip Morris International Inc.
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
PGR
Progressive Corp/Oh/
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
SBUX
Starbucks Corp
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
TEL
TE Connectivity plc
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
TXN
Texas Instruments Inc
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
200d late
|
| 2025-03-19 |
UPS
United Parcel Service Inc
|
Sell |
SP |
$1K - $15K |
2025-10-05 |
200d late
|
| 2025-03-18 |
UL
Unilever PLC
|
Sell |
SP |
$1K - $15K |
2025-10-05 |
201d late
|
| 2025-03-18 |
APD
Air Products & Chemicals, Inc.
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
201d late
|
| 2025-03-18 |
BABA
Alibaba Group Holding Ltd
|
Sell |
SP |
$1K - $15K |
2025-10-05 |
201d late
|
| 2025-03-18 |
AMX
America Movil Sab De Cv/
|
Sell |
SP |
$1K - $15K |
2025-10-05 |
201d late
|
| 2025-03-18 |
AAPL
Apple Inc.
|
Sell |
SP |
$15K - $50K |
2025-10-05 |
201d late
|
