$BNS · The Bank of Nova Scotia Congress Trades

Hon. Sheri Biggs reported four transactions in August-September 2026, including purchases of Blackstone Life Sciences VI LP and Apollo Debt Solutions BDC (each $1,001-$15,000), and a sale and purchase of Bank of Nova Scotia structured products (each $500,001-$1,000,000). All transactions were executed through professionally managed accounts.

Rep. Sheri Biggs (SC-03) executed a broad portfolio rebalancing in late December 2025, purchasing multiple alternative assets including the Coatue Innovation Fund ($250,001-$500,000), structured investment products tied to Bank of Nova Scotia and BNP Paribas ($50,001-$100,000 each), and several business development company funds, while simultaneously selling approximately 18 partial positions in U.S. Treasury notes across various maturity dates ($1,001-$15,000 each). All transactions were executed through a professionally managed account at UBS Financial Services.

Hon. Sheri Biggs (SC-03) executed a comprehensive portfolio rebalancing through a professionally managed W.S.B Trust account at UBS Financial Services, involving approximately 100+ transactions in March-August 2025. The activity included numerous stock sales (AAPL, AAPL, CVX, SCHW, JNJ, FAST, FIS, and others in the $15,001-$50,000 range), multiple structured product purchases from JP Morgan Chase and Bank of Nova Scotia ($250,001-$1,000,000 range), dividend reinvestments in Apollo Debt Solutions BDC, and a notable $100,001-$250,000 purchase of iShares Bitcoin Trust ETF (IBIT) in July 2025.