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Mikie Sherrill

Former Rep. (D-NJ-11)

Disclosed trades
185
Purchases
30
Sales
155
Stocks traded
124
Likely still held
6
Latest trade
Mar 7, 2025
Latest filing
Mar 10, 2025

Stocks traded

Most-filed 24 of 124 tickers, with the latest disclosed action
UBSUBSSoldMar 7, 2025BMYBristol-Myers Squibb CompanySoldFeb 20, 2020GILDGilead Sciences, Inc.SoldFeb 20, 2020MSFTMicrosoft CorporationSoldFeb 20, 2020QCOMQUALCOMM IncorporatedSoldFeb 20, 2020BLKBlackRock, Inc.SoldFeb 20, 2020CLColgate-Palmolive CompanySoldFeb 20, 2020DDDuPont de Nemours, Inc.SoldFeb 20, 2020GDGeneral Dynamics CorporationSoldFeb 20, 2020MRKMerck & Co., Inc.SoldFeb 20, 2020MTBM&T Bank CorporationSoldFeb 20, 2020PFEPfizer Inc.SoldFeb 20, 2020PMPhilip Morris International Inc.SoldFeb 20, 2020PRUPrudential Financial, Inc.SoldFeb 20, 2020REGNRegeneron Pharmaceuticals, Inc.SoldFeb 20, 2020SEICSEI Investments CompanySoldFeb 20, 2020SLBSlb N.V.SoldFeb 20, 2020VNOVornado Realty TrustSoldFeb 20, 2020VTRVentas, Inc.SoldFeb 20, 2020XOMExxon Mobil CorporationSoldFeb 20, 2020AMZNAmazon.com, Inc.SoldFeb 20, 2020BDXBecton, Dickinson and CompanySoldFeb 20, 2020CMECME Group Inc.SoldFeb 20, 2020CVSCVS Health Corp.SoldFeb 20, 2020

Likely current holdings

6 positions

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

FDRRFirst bought Feb 21, 20201 filingIGVFirst bought Feb 21, 20201 filingNULGFirst bought Feb 21, 20201 filingSCHDFirst bought Feb 21, 20201 filingSPYGFirst bought Feb 21, 20201 filingLLDTFFirst bought Apr 16, 20191 filing

Reported holdings

81 assets listed

As reported in their 2024 annual disclosure, filed Aug 13, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

QQQInvesco QQQ Trust, Series 1Joint · Brokerage 90126$250,001 - $500,000HDViShares Core High Dividend ETFJoint · Brokerage 90126$100,001 - $250,000IVViShares Core S&P 500 ETFJoint · Brokerage 90126$250,001 - $500,000ACWXiShares MSCI ACWI ex U.S. ETFJoint · Brokerage 90126$100,001 - $250,000EFAiShares MSCI EAFE ETFJoint · Brokerage 90126$250,001 - $500,000IWFiShares Russell 1000 Growth ETFJoint · Brokerage 90126$250,001 - $500,000IVWiShares S&P 500 Growth ETFJoint · Brokerage 90126$250,001 - $500,000GLDSPDR Gold SharesJoint · Brokerage 90126$15,001 - $50,000SPYState Street SPDR S&P 500 ETFJoint · Brokerage 90126$500,001 - $1,000,000XLKState Street Technology Select Sector SPDR ETFJoint · Brokerage 90126$250,001 - $500,000VOVanguard Morningstar Mid-Cap ETFJoint · Brokerage 90126$250,001 - $500,000VPUVanguard Utilities ETFJoint · Brokerage 90126$50,001 - $100,000IEFAiShares Core MSCI EAFE ETFSpouse · Rollover IRA 90127$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFSpouse · Rollover IRA 90127$15,001 - $50,000IEURiShares Core MSCI Europe ETFSpouse · Rollover IRA 90127$15,001 - $50,000IJRiShares Core S&P Small-Cap ETFSpouse · Rollover IRA 90127$50,001 - $100,000EZUiShares MSCI Eurozone ETFSpouse · Rollover IRA 90127$15,001 - $50,000INDAiShares MSCI India ETFSpouse · Rollover IRA 90127$1,001 - $15,000EWJiShares MSCI Japan ETFSpouse · Rollover IRA 90127$15,001 - $50,000EWUiShares MSCI United Kingdom ETFSpouse · Rollover IRA 90127$15,001 - $50,000BBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETFSpouse · Rollover IRA 90127$1,001 - $15,000XLBState Street Materials Select Sector SPDR ETFSpouse · Rollover IRA 90127$1,001 - $15,000XLREState Street Real Estate Select Sector SPDR ETFSpouse · Rollover IRA 90127$1,001 - $15,000XLYState Street Consumer Discretionary Select Sector SPDR ETFSpouse · Rollover IRA 90127$15,001 - $50,000
Show 34 more listed stocks and funds
XLPState Street Consumer Staples Select Sector SPDR ETFSpouse · Rollover IRA 90127$15,001 - $50,000XLEState Street Energy Select Sector SPDR ETFSpouse · Rollover IRA 90127$1,001 - $15,000XLFState Street Financial Select Sector SPDR ETFSpouse · Rollover IRA 90127$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETFSpouse · Rollover IRA 90127$15,001 - $50,000XLIState Street Industrial Select Sector SPDR ETFSpouse · Rollover IRA 90127$15,001 - $50,000XLUState Street Utilities Select Sector SPDR ETFSpouse · Rollover IRA 90127$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFSpouse · Rollover IRA 90127$15,001 - $50,000VUGVanguard Morningstar Growth ETFSpouse · Rollover IRA 90127$15,001 - $50,000VGTVanguard Information Technology ETFSpouse · Rollover IRA 90127$50,001 - $100,000VOVanguard Morningstar Mid-Cap ETFSpouse · Rollover IRA 90127$50,001 - $100,000VTVVanguard Morningstar Value ETFSpouse · Rollover IRA 90127$15,001 - $50,000IEFAiShares Core MSCI EAFE ETFRollover IRA 95031$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFRollover IRA 95031$1,001 - $15,000IEURiShares Core MSCI Europe ETFRollover IRA 95031$1,001 - $15,000IJRiShares Core S&P Small-Cap ETFRollover IRA 95031$15,001 - $50,000EZUiShares MSCI Eurozone ETFRollover IRA 95031$1,001 - $15,000INDAiShares MSCI India ETFRollover IRA 95031$1,001 - $15,000EWJiShares MSCI Japan ETFRollover IRA 95031$1,001 - $15,000EWUiShares MSCI United Kingdom ETFRollover IRA 95031$1,001 - $15,000BBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETFRollover IRA 95031$1,001 - $15,000XLBState Street Materials Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLREState Street Real Estate Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLYState Street Consumer Discretionary Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLPState Street Consumer Staples Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLEState Street Energy Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLFState Street Financial Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLVState Street Health Care Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLIState Street Industrial Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLUState Street Utilities Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFRollover IRA 95031$1,001 - $15,000VUGVanguard Morningstar Growth ETFRollover IRA 95031$1,001 - $15,000VGTVanguard Information Technology ETFRollover IRA 95031$15,001 - $50,000VOVanguard Morningstar Mid-Cap ETFRollover IRA 95031$15,001 - $50,000VTVVanguard Morningstar Value ETFRollover IRA 95031$1,001 - $15,000

Other reported assets (23)

  • TownhouseJoint$1,000,001 - $5,000,000
  • USAA - CDJoint$250,001 - $500,000
  • USAA - CheckingJoint$50,001 - $100,000
  • USAA - SavingsJoint$1,001 - $15,000
  • USAA - SavingsDependent child$1,001 - $15,000
  • Brokerage 90126 ⇒ UBS Bank USA Dep AcctJoint$1,001 - $15,000
  • Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (UBS)Joint$15,001 - $50,000
  • Brokerage 90126 ⇒ UBS Prime Reserves Fund (UPRXX)Joint$1,000,001 - $5,000,000
  • EquatePlus ⇒Spouse
  • UBS Group AG Registered Ordinary Shares (UBS) [RS] departure from UBS.$1,000,000
  • Fidelity - UTMA ⇒ Fidelity New York AMT Tax-Free Money Market Fund (FSNXX)Dependent child$1,001 - $15,000
  • Fidelity 529 1 ⇒ Fidelity Advisor 529 Limited Term Bond Portfolio: Class I (FPUIX)Dependent child$250,001 - $500,000
Show 11 more
  • Fidelity 529 2 ⇒ Fidelity Advisor 529 Limited Term Bond Portfolio: Class I (FPUIX)Dependent child$100,001 - $250,000
  • Fidelity 529 3 ⇒ Fidelity Advisor 529 Limited Term Bond Portfolio: Class I (FPUIX)Dependent child$250,001 - $500,000
  • Fidelity 529 4 ⇒ Fidelity Advisor 529 Limited Term Bond Portfolio: Class I (FPUIX)Dependent child$100,001 - $250,000
  • Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100$50,001 - $100,000
  • Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100Spouse$100,001 - $250,000
  • Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100Spouse$250,001 - $500,000
  • Mass Mutual ⇒ Mass Mutual Whole Life Legacy 15 PaySpouse$50,001 - $100,000
  • Rollover IRA 90127 ⇒ IRA CashSpouse$1,001 - $15,000
  • Rollover IRA 95031 ⇒ IRA Cash$1,001 - $15,000
  • The Rebecca Michelle Sherrill 2014 Irrevocable Family Trust ⇒ Mass Mutual Whole Life Legacy 100Spouse$50,001 - $100,000
  • UBS 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX)Spouse$500,001 - $1,000,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Mar 7, 2025UBSUBSSale (Partial)$250,001 - $500,000Mar 10, 20253 days
May 14, 2024UBSUBSSale (Partial)$50,001 - $100,000May 15, 20241 day
May 13, 2024UBSUBSSale (Partial)$250,001 - $500,000May 13, 2024same day
Mar 3, 2023UBSUBSSale (Full)$250,001 - $500,000Mar 3, 2023same day
May 23, 2022UBSUBSSale (Full)$100,001 - $250,000May 23, 2022same day
Mar 9, 2022UBSUBSSale (Partial)$100,001 - $250,000Apr 6, 202228 days
Mar 9, 2021UBSUBSSale (Full)$250,001 - $500,000Apr 1, 202123 days
Jun 1, 2020UBSUBSSale (Full)$50,001 - $100,000Dec 3, 2021550 days
Apr 29, 2020UBSUBSSale (Partial)$100,001 - $250,000Dec 3, 2021583 days
Feb 21, 2020State Street SPDR Portfolio S&P 500 Growth ETFSPYGPurchase$100,001 - $250,000Apr 5, 202044 days
Feb 21, 2020FDRRFDRRPurchase$100,001 - $250,000Apr 5, 202044 days
Feb 21, 2020Schwab U.S. Dividend Equity ETFSCHDPurchase$100,001 - $250,000Apr 5, 202044 days
Feb 21, 2020Nuveen ESG Large-Cap GrowthNULGPurchase$100,001 - $250,000Apr 5, 202044 days
Feb 21, 2020iShares Expanded Tech-Software Sector ETFIGVPurchase$100,001 - $250,000Apr 5, 202044 days
Feb 20, 2020Entergy CorporationETRSale (Full)$1,001 - $15,000Apr 5, 202045 days
Feb 20, 2020Wells Fargo & CompanyWFCSale (Full)$1,001 - $15,000Apr 5, 202045 days
Feb 20, 2020V.F. CorporationVFCSale (Full)$1,001 - $15,000Apr 5, 202045 days
Feb 20, 2020Accenture plcACNSale (Full)$1,001 - $15,000Apr 5, 202045 days
Feb 20, 2020Cullen/Frost Bankers, Inc.CFRSale (Full)$1,001 - $15,000Apr 5, 202045 days
Feb 20, 2020Gilead Sciences, Inc.GILDSale (Full)$1,001 - $15,000Apr 5, 202045 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.