Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology

Sheri Biggs

R-SC U.S. Representative · SC03

266 trades · 160 buys · 106 sells · files ~133 days after trading · last filing 2026-10-27

Trades are filed weeks after they happen and amounts are reported as ranges. Educational, not financial advice.

Trade history

Traded	Filed	Days	Stock	Type	Amount	Owner
2026-09-30	2026-10-27	27	Oaktree Strategic Credit Fund Class S	Buy	$1K–$15K	Spouse	Filing ↗
2026-09-01	2026-09-22	21	Bank of Nova Scotia	Buy	$500K–$1M	Spouse	Filing ↗
2026-08-31	2026-09-22	22	ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP	Buy	$1K–$15K	Spouse	Filing ↗
2026-08-28	2026-09-22	25	Apollo Debt Solutions BDC Class S	Buy	$1K–$15K	Spouse	Filing ↗
2026-08-19	2026-09-22	34	Bank of Nova Scotia	Sell	$500K–$1M	Spouse	Filing ↗
2026-06-30	2026-07-27	27	Oaktree Strategic Credit Fund Class S	Buy	$1K–$15K	Spouse	Filing ↗
2026-05-29	2026-06-09	11	KKR Real Estate Select Trust Class U	Buy	$1K–$15K	Spouse	Filing ↗
2026-05-27	2026-06-09	13	OAKTREE STRATEGIC CREDIT FUND CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2026-05-01	2026-06-09	39	APOLLO DEBT SOLUTIONS BDC CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2026-04-28	2026-06-09	42	ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP	Buy	$1K–$15K	Spouse	Filing ↗
2026-03-30	2026-04-16	17	Oaktree Strategic Credit Fund Class S	Buy	$1K–$15K	Spouse	Filing ↗
2026-03-27	2026-04-16	20	Apollo Debt Solutions BDC Class S	Buy	$1K–$15K	Spouse	Filing ↗
2026-03-04	2026-04-16	43	IBIT iShares Bitcoin Trust ETF	BuyOpen	$100K–$250K	Spouse	Filing ↗
2026-03-03	2026-04-16	44	Apollo Debt Solutions BDC Class S	Buy	$1K–$15K	Spouse	Filing ↗
2026-02-27	2026-03-21	22	OAKTREE STRATEGIC CREDIT FUND CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2026-02-19	2026-03-21	30	BARCLAYS BANK PLC TAR-SS INTL BASKET	Sell	$100K–$250K	Spouse	Filing ↗
2026-02-18	2026-03-21	31	US TSY BOND DUE 02/15/36	Buy	$15K–$50K	Spouse	Filing ↗
2026-02-17	2026-03-21	32	US TSY NOTE DUE 02/15/26	Sell	$15K–$50K	Spouse	Filing ↗
2026-02-15	2026-03-21	34	US TSY DUE 02/15/26	Sell	$1K–$15K	Spouse	Filing ↗
2026-02-06	2026-03-21	43	OAKTREE STRATEGIC CREDIT FUND CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2026-02-04	2026-03-21	45	APOLLO DEBT SOLUTIONS BDC CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2026-02-04	2026-03-21	45	KRSOX KKR Real Estate Select Trust Class U	BuyOpen	$1K–$15K	Spouse	Filing ↗
2026-01-05	2026-02-17	43	KRSOX KKR Real Estate Select Trust Class U	BuyOpen	$1K–$15K	Spouse	Filing ↗
2025-12-31	2026-02-05	36	BANK OF NOVA SCOTIA	Buy	$50K–$100K	Joint	Filing ↗
2025-12-31	2026-02-05	36	BNP PARIBAS	Buy	$50K–$100K	Joint	Filing ↗
2025-12-30	2026-02-05	37	APOLLO DEBT SOLUTIONS BDC CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2025-12-30	2026-02-05	37	OAKTREE STRATEGIC CREDIT FUND CLASS S	Buy	$1K–$15K	Spouse	Filing ↗
2025-12-26	2026-02-05	41	COATUE INNOVATION FUND	Buy	$250K–$500K	Spouse	Filing ↗
2025-12-26	2026-02-05	41	SL PARTNERS VII (ICAPITAL), L.P. FUND	Buy	$50K–$100K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/15/31	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/15/32	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/15/34	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/28/27	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 05/15/32	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 05/31/30	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 08/15/27	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 08/15/29	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 08/15/31	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 08/15/33	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 11/15/29	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 11/15/31	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 11/15/32	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 11/15/33	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 11/15/34	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 11/30/26	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	Fannie Mae Note 9/24/26	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/15/33	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/15/28	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-22	2026-02-05	45	US TSY NOTE 02/15/30	Partial sell	$1K–$15K	Spouse	Filing ↗
2025-12-12	2026-01-14	33	UBS AG	Sell	$15K–$50K	Joint	Filing ↗

Oaktree Strategic Credit Fund Class S
Buy
$1K–$15K · Spouse · traded 2026-09-30 · filed 2026-10-27 (27d) · Filing ↗
Bank of Nova Scotia
Buy
$500K–$1M · Spouse · traded 2026-09-01 · filed 2026-09-22 (21d) · Filing ↗
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Buy
$1K–$15K · Spouse · traded 2026-08-31 · filed 2026-09-22 (22d) · Filing ↗
Apollo Debt Solutions BDC Class S
Buy
$1K–$15K · Spouse · traded 2026-08-28 · filed 2026-09-22 (25d) · Filing ↗
Bank of Nova Scotia
Sell
$500K–$1M · Spouse · traded 2026-08-19 · filed 2026-09-22 (34d) · Filing ↗
Oaktree Strategic Credit Fund Class S
Buy
$1K–$15K · Spouse · traded 2026-06-30 · filed 2026-07-27 (27d) · Filing ↗
KKR Real Estate Select Trust Class U
Buy
$1K–$15K · Spouse · traded 2026-05-29 · filed 2026-06-09 (11d) · Filing ↗
OAKTREE STRATEGIC CREDIT FUND CLASS S
Buy
$1K–$15K · Spouse · traded 2026-05-27 · filed 2026-06-09 (13d) · Filing ↗
APOLLO DEBT SOLUTIONS BDC CLASS S
Buy
$1K–$15K · Spouse · traded 2026-05-01 · filed 2026-06-09 (39d) · Filing ↗
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Buy
$1K–$15K · Spouse · traded 2026-04-28 · filed 2026-06-09 (42d) · Filing ↗
Oaktree Strategic Credit Fund Class S
Buy
$1K–$15K · Spouse · traded 2026-03-30 · filed 2026-04-16 (17d) · Filing ↗
Apollo Debt Solutions BDC Class S
Buy
$1K–$15K · Spouse · traded 2026-03-27 · filed 2026-04-16 (20d) · Filing ↗
IBIT iShares Bitcoin Trust ETF
OpenBuy
$100K–$250K · Spouse · traded 2026-03-04 · filed 2026-04-16 (43d) · Filing ↗
Apollo Debt Solutions BDC Class S
Buy
$1K–$15K · Spouse · traded 2026-03-03 · filed 2026-04-16 (44d) · Filing ↗
OAKTREE STRATEGIC CREDIT FUND CLASS S
Buy
$1K–$15K · Spouse · traded 2026-02-27 · filed 2026-03-21 (22d) · Filing ↗
BARCLAYS BANK PLC TAR-SS INTL BASKET
Sell
$100K–$250K · Spouse · traded 2026-02-19 · filed 2026-03-21 (30d) · Filing ↗
US TSY BOND DUE 02/15/36
Buy
$15K–$50K · Spouse · traded 2026-02-18 · filed 2026-03-21 (31d) · Filing ↗
US TSY NOTE DUE 02/15/26
Sell
$15K–$50K · Spouse · traded 2026-02-17 · filed 2026-03-21 (32d) · Filing ↗
US TSY DUE 02/15/26
Sell
$1K–$15K · Spouse · traded 2026-02-15 · filed 2026-03-21 (34d) · Filing ↗
OAKTREE STRATEGIC CREDIT FUND CLASS S
Buy
$1K–$15K · Spouse · traded 2026-02-06 · filed 2026-03-21 (43d) · Filing ↗
APOLLO DEBT SOLUTIONS BDC CLASS S
Buy
$1K–$15K · Spouse · traded 2026-02-04 · filed 2026-03-21 (45d) · Filing ↗
KRSOX KKR Real Estate Select Trust Class U
OpenBuy
$1K–$15K · Spouse · traded 2026-02-04 · filed 2026-03-21 (45d) · Filing ↗
KRSOX KKR Real Estate Select Trust Class U
OpenBuy
$1K–$15K · Spouse · traded 2026-01-05 · filed 2026-02-17 (43d) · Filing ↗
BANK OF NOVA SCOTIA
Buy
$50K–$100K · Joint · traded 2025-12-31 · filed 2026-02-05 (36d) · Filing ↗
BNP PARIBAS
Buy
$50K–$100K · Joint · traded 2025-12-31 · filed 2026-02-05 (36d) · Filing ↗
APOLLO DEBT SOLUTIONS BDC CLASS S
Buy
$1K–$15K · Spouse · traded 2025-12-30 · filed 2026-02-05 (37d) · Filing ↗
OAKTREE STRATEGIC CREDIT FUND CLASS S
Buy
$1K–$15K · Spouse · traded 2025-12-30 · filed 2026-02-05 (37d) · Filing ↗
COATUE INNOVATION FUND
Buy
$250K–$500K · Spouse · traded 2025-12-26 · filed 2026-02-05 (41d) · Filing ↗
SL PARTNERS VII (ICAPITAL), L.P. FUND
Buy
$50K–$100K · Spouse · traded 2025-12-26 · filed 2026-02-05 (41d) · Filing ↗
US TSY NOTE 02/15/31
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 02/15/32
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 02/15/34
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 02/28/27
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 05/15/32
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 05/31/30
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 08/15/27
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 08/15/29
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 08/15/31
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 08/15/33
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 11/15/29
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 11/15/31
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 11/15/32
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 11/15/33
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 11/15/34
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 11/30/26
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
Fannie Mae Note 9/24/26
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 02/15/33
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 02/15/28
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
US TSY NOTE 02/15/30
Partial sell
$1K–$15K · Spouse · traded 2025-12-22 · filed 2026-02-05 (45d) · Filing ↗
UBS AG
Sell
$15K–$50K · Joint · traded 2025-12-12 · filed 2026-01-14 (33d) · Filing ↗

Open means no later sale of that stock has been filed. Owner is who holds the account, as reported.