Sheri Biggs
Sheri Biggs (SC-3) disclosed a net worth range between $6.2M and $14.2M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $6.2M – $14.2M |
| 2024 | 2025-10-05 | $2.8M – $8.7M |
Disclosed assets
The assets Sheri Biggs itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S | OT |
$15K - $50K
Dividends
|
$500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ HSBC USA | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance | CS | — | $500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S | OT |
$15K - $50K
Dividends
|
$500K - $1M |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ US Treasury Notes (various maturities) | GS |
$5K - $15K
Capital Gains, Interest
|
$500K - $1M |
| SC 2024 Revitalization Tax Credit Fund, LLC | OL |
$1K - $2.5K
Dividends, Interest
|
$250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia | CS | — | $250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS PARTNERS | HE | — | $250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance | CS | — | $250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ KKR REAL ESTATE SELECT TRUST- CLASS U | RF |
$5K - $15K
Dividends
|
$250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance | CS | — | $250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ SL Partners VII (iCapital) | HE | — | $250K - $500K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ BARCLAYS BANK PLC TAR-SS INTL BASKET | BA | — | $100K - $250K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ COATUE INNOVATION FUND | HE | — | $100K - $250K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | EF | — | $100K - $250K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ BNP PARIBAS | CS | — | $50K - $100K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Bank of Nova Scotia | CS | — | $50K - $100K |
| Pinnacle Bank | BA |
$201 - $1K
Interest
|
$15K - $50K |
| South State Bank | BA |
$201 - $1K
Interest
|
$15K - $50K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ KKR REAL ESTATE SELECT TRUST (KRSOX) | RF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Citizens Bank | BA | — | $1K - $15K |
| Renasant Bank | BA | — | $1K - $15K |
| UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ UBS Bank USA | BA |
$1 - $200
Interest
|
$1K - $15K |
| USAA Bank PIMCO RealPath Blend Income Fund Class Institutional (PBRNX) | BA | $0 - $15K | $1K - $15K |
| W.S.B Trust ⇒ UBS Financial Services 26 ⇒ UBS Bank USA | BA |
$201 - $1K
Interest
|
$1K - $15K |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/26 | GS |
$1 - $200
Interest
|
$1K - $15K |
| W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ UBS Bank USA | BA | — | $1K - $15K |
| W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ UBS Bank USA | BA |
$201 - $1K
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage (Pinnacle Bank) | $500K - $1M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-03-04 | IBIT ST · iShares Bitcoin Trust ETF (IBIT) | Buy | SP W.S.B Trust > UBS Financial Services 26 | $100K - $250K | 2026-04-16 | 43d |
| 2026-02-04 | KRSOX PS · KKR Real Estate Select Trust Class U (KRSOX) | Buy | SP W.S.B Trust > UBS Financial Services 26 | $1K - $15K | 2026-03-21 | 45d |
| 2026-01-05 | KRSOX PS · KKR Real Estate Select Trust Class U (KRSOX) | Buy | SP W.S.B Trust > UBS Financial Services 26 | $1K - $15K | 2026-02-17 | 43d |
| 2025-07-09 | IBIT ET · iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | Buy | SP W.S.B Trust > UBS Financial Services 26 | $100K - $250K | 2025-10-05 | 88d late |
| 2025-03-19 | MO ST · Altria Group, Inc. (MO) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $1K - $15K | 2025-10-05 | 200d late |
| 2025-03-19 | SCHW ST · Charles Schwab Corporation (SCHW) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | CMCSA ST · Comcast Corporation - Class A Common Stock (CMCSA) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $1K - $15K | 2025-10-05 | 200d late |
| 2025-03-19 | FAST ST · Fastenal Company - Common Stock (FAST) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | FIS ST · Fidelity National Information Services, Inc. Common Stock (FIS) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | JNJ ST · Johnson & Johnson Common Stock (JNJ) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | LOW ST · Lowe's Companies, Inc. Common Stock (LOW) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | MRK ST · Merck & Company, Inc. Common Stock (MRK) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | NSRGY ST · NESTLE S.A S/ADR (NSRGY) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $1K - $15K | 2025-10-05 | 200d late |
| 2025-03-19 | NTDOY ST · Nintendo Co Ltd ADR (NTDOY) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | NSC ST · Norfolk Southern Corporation Common Stock (NSC) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | NOC ST · Northrop Grumman Corporation Common Stock (NOC) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | PAYX ST · Paychex, Inc. - Common Stock (PAYX) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | PM ST · Philip Morris International Inc Common Stock (PM) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | PGR ST · Progressive Corporation (PGR) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | SBUX ST · Starbucks Corporation - Common Stock (SBUX) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | TEL ST · TE Connectivity plc Ordinary Shares (TEL) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | TXN ST · Texas Instruments Incorporated - Common Stock (TXN) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $15K - $50K | 2025-10-05 | 200d late |
| 2025-03-19 | UPS ST · United Parcel Service, Inc. Common Stock (UPS) | Sell | SP W.S.B Trust > UBS Financial Services Inc 36 | $1K - $15K | 2025-10-05 | 200d late |
| 2025-03-19 | NSC ST · Norfolk Southern Corporation Common Stock (NSC) F S: New | Sell | SP | $15K - $50K | 2025-10-05 | 200d late |
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 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| IBIT | 6,975 | $309.6K | 100.0% |