Sheri Biggs

Sheri Biggs

R· SC-3House· last trade 2 mo ago
6th $ZAALKX buy this year
$4.7M
est. portfolio worth
258
disclosed trades
155 / 103
buys / sells
2025
on the record since
Sheri's best calls
$ZAALKX−0%
−0% since they disclosed buying it
Disclosed buying · Feb 4, 2026$22.62$22.07
Feb 26May 14Jul 30

Priced from the close on the day the buy was disclosed, the way a mirror would fill. The whole record, winners and losers, is below. See every call

Mirror Sheri's portfolio

Your slice adopts the positions below in Sheri's proportions and follows every new filing — $9.99/mo, unlimited portfolios.

What Sheri's up
$1.0M
est. paper gain on $4.8M of disclosed buys
Positions in the green
0 / 3
up since the day they filed

Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.

What Sheri has been doing

Biggest buys, last 90 days
  • ZAALKXup to $15K · 2 mo ago+0% since

Files a new report about every 30 days. Busiest month: March 2025, 119 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.

What Sheri holds

9 positions · net of disclosed trades since Jan 6, 2025
TickerEst. positionSince disclosed
JPM
JP Morgan Chase Finance
$2.3M
BNS
BANK OF NOVA SCOTIA
$1.4M
HSBC
HSBC USA
$375K
IBIT
iShares Bitcoin Trust ETF
$350K−13.9%
ZAALOX
Oaktree Strategic Credit Fund Class S
$96K−3.3%
BNPQY
BNP PARIBAS
$75K
ZAALKX
Oaktree Strategic Credit Fund Class S
$48K−0.0%
CAES
SL Partners VII (ICapital) Fund
$41K
KRSOX
KKR Real Estate Select Trust Class U
$16K

Position sizes are netted from Sheri's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.

What Sheri sold

77 stocks sold out of
  • BWVTFBARCLAYS BANK PLC TAR-SS INTL BASKET$175K
  • UBSUBS AG$33K
  • PMPhilip Morris International Inc Common Stock$33K
  • PGRProgressive Corporation$33K
  • LOWLowe's Companies, Inc. Common Stock$33K
  • SCHWCharles Schwab Corporation$33K
  • MRKMerck & Company, Inc. Common Stock$33K
  • NTDOYNintendo Co Ltd ADR$33K
  • and 69 more in the record below

Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Sheri started filing, or was sold on taking office.

Beyond stocks

$5.3M disclosed without a ticker
  • Other assets18 trades+$3.7M
  • Treasury bills and notes73 trades+$585K−$24K
  • Funds without a ticker4 trades+$491K
  • Bonds41 trades+$177K−$201K
  • Private funds and companies9 trades+$72K

Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the estimated stock portfolio above. Green is bought, red is sold, both from the disclosed ranges.

The full record

258 disclosed trades since Jan 6, 2025 · nothing left out
Buys, price since disclosure
13 up · 22 down
2 not priceable
Sells, price since disclosure
26 fell · 50 rose
a fall after a sale is the seller's gain on paper
Median move after a buy
-0.7%
close on the disclosure day to today
  • ZAALKXOaktree Strategic Credit Fund Class S
    spouse
    Buy$1K–$15K0.0%
    Jun 30, 2026 Jul 27, 2026(27d)
  • KKR Real Estate Select Trust Class U
    spouseprivate funds and companies
    Buy$1K–$15K
    May 29, 2026 Jun 9, 2026(11d)
  • ZAALKXOAKTREE STRATEGIC CREDIT FUND CLASS S
    spouse
    Buy$1K–$15K−0.4%
    May 27, 2026 Jun 9, 2026(13d)
  • APOLLO DEBT SOLUTIONS BDC CLASS S
    spouseother assets
    Buy$1K–$15K
    May 1, 2026 Jun 9, 2026(39d)
  • ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
    spouseprivate funds and companies
    Buy$1K–$15K
    Apr 28, 2026 Jun 9, 2026(42d)
  • ZAALKXOaktree Strategic Credit Fund Class S
    spouse
    Buy$1K–$15K−0.7%
    Mar 30, 2026 Apr 16, 2026(17d)
  • Apollo Debt Solutions BDC Class S
    spouseother assets
    Buy$1K–$15K
    Mar 27, 2026 Apr 16, 2026(20d)
  • IBITiShares Bitcoin Trust ETF
    spouse
    Buy$100K–$250K+7.7%
    Mar 4, 2026 Apr 16, 2026(43d)
  • Apollo Debt Solutions BDC Class S
    spouseother assets
    Buy$1K–$15K
    Mar 3, 2026 Apr 16, 2026(44d)
  • ZAALKXOAKTREE STRATEGIC CREDIT FUND CLASS S
    spouse
    Buy$1K–$15K−0.7%
    Feb 27, 2026 Mar 21, 2026(22d)
  • BWVTFBARCLAYS BANK PLC TAR-SS INTL BASKET
    spouse
    Sell$100K–$250K+35.3%
    Feb 19, 2026 Mar 21, 2026(30d)
  • US TSY BOND DUE 02/15/36
    spousebonds
    Buy$15K–$50K
    Feb 18, 2026 Mar 21, 2026(31d)
  • US TSY NOTE DUE 02/15/26
    spousebonds
    Sell$15K–$50K
    Feb 17, 2026 Mar 21, 2026(32d)
  • US TSY DUE 02/15/26
    spousebonds
    Sell$1K–$15K
    Feb 15, 2026 Mar 21, 2026(34d)
  • ZAALKXOAKTREE STRATEGIC CREDIT FUND CLASS S
    spouse
    Buy$1K–$15K−0.7%
    Feb 6, 2026 Mar 21, 2026(43d)
  • KRSOXKKR Real Estate Select Trust Class U
    spouse
    Buy$1K–$15K
    Feb 4, 2026 Mar 21, 2026(45d)
  • APOLLO DEBT SOLUTIONS BDC CLASS S
    spouseother assets
    Buy$1K–$15K
    Feb 4, 2026 Mar 21, 2026(45d)
  • KRSOXKKR Real Estate Select Trust Class U
    spouse
    Buy$1K–$15K
    Jan 5, 2026 Feb 17, 2026(43d)
  • BNSBANK OF NOVA SCOTIA
    joint
    Buy$50K–$100K
    Dec 31, 2025 Feb 5, 2026(36d)
  • BNPQYBNP PARIBAS
    joint
    Buy$50K–$100K
    Dec 31, 2025 Feb 5, 2026(36d)
  • APOLLO DEBT SOLUTIONS BDC CLASS S
    spouseother assets
    Buy$1K–$15K
    Dec 30, 2025 Feb 5, 2026(37d)
  • ZAALKXOAKTREE STRATEGIC CREDIT FUND CLASS S
    spouse
    Buy$1K–$15K−2.0%
    Dec 30, 2025 Feb 5, 2026(37d)
  • SL PARTNERS VII (ICAPITAL), L.P. FUND
    spousefunds without a ticker
    Buy$50K–$100K
    Dec 26, 2025 Feb 5, 2026(41d)
  • COATUE INNOVATION FUND
    spousefunds without a ticker
    Buy$250K–$500K
    Dec 26, 2025 Feb 5, 2026(41d)
  • US TSY NOTE 02/15/28
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 02/15/30
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 02/15/31
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 02/15/32
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 02/15/34
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 02/28/27
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 05/15/32
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 05/31/30
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 08/15/27
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 08/15/29
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 08/15/31
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 08/15/33
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 11/15/29
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 11/15/31
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 11/15/32
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
  • US TSY NOTE 11/15/33
    spousebondspartial sale
    Sell$1K–$15K
    Dec 22, 2025 Feb 5, 2026(45d)
40 of 258 trades Sheri has disclosed

Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Sheri Biggs.