Follow-The-Filings

Mikie Sherrill

D-NJ-11 Former representative · New Jersey Democrat In Congress since 2019

  • 3trades · 3 yrs
  • 0buys
  • 3sells
  • 1dmedian wait
  • 0filed late

Mikie Sherrill disclosed 3 trades made since Oct 4, 2023: 0 buys and 3 sales. The most traded name was UBS (3 trades). All of them were a spouse's or joint account's. The latest, made Mar 7, 2025, was filed Mar 10, 2025.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells Mar 7, 2025 · Partial sale · UBS · $250K–$500K · disclosed 3d laterMay 13, 2024 · Partial sale · UBS · $250K–$500K · disclosed 0d laterMay 14, 2024 · Partial sale · UBS · $50K–$100K · disclosed 1d later
  • UBS 3 trades 0 buy · 3 sell

Trades

3 trades since Oct 4, 2023 · newest first

  1. UBSUBS Group AG Registered Ordinary Shares
    Joint
    Sell · part
    $250K–$500K
    Traded Mar 7, 2025Filed Mar 10, 2025 3d
    ↗
  2. UBSUBS Group AG Registered Ordinary Shares
    Joint
    Sell · part
    $50K–$100K
    Traded May 14, 2024Filed May 15, 2024 1d
    ↗
  3. UBSUBS Group AG Registered Ordinary Shares
    Joint
    Sell · part
    $250K–$500K
    Traded May 13, 2024Filed May 13, 2024 same day
    ↗

Reported holdings

2024 annual report · filed Aug 13, 2025 · values at year end, in the ranges disclosed · changes vs 2023

Original
$8M+ sum of 80 disclosed ranges
  • Fund 65
  • Real estate 1
  • Other 5
  • Cash 7
  • Stock 2
  1. TownhouseReal estateJoint$1M–$5MSame band
  2. UPRXXUBS Prime Reserves FundFundJoint$1M–$5M▲ $500K–$1M
  3. UBSUBS Group AG Registered Ordinary SharesSpouseOver $1MNew
  4. SPYSPDR S&P 500FundJoint$500K–$1MSame band
  5. VTTHXVanguard Target Retirement 2035 FundFundSpouse$500K–$1M▲ $250K–$500K
  6. FPUIXFidelity Advisor 529 Limited Term Bond Portfolio: Class IFundChild$250K–$500KSame band
  7. FPUIXFidelity Advisor 529 Limited Term Bond Portfolio: Class IFundChild$250K–$500KSame band
  8. QQQInvesco QQQ Trust, Series 1FundJoint$250K–$500KNew
  9. Mass Mutual Whole Life Legacy 100OtherSpouse$250K–$500KSame band
  10. XLKSPDR Select Sector Fund - TechnologyFundJoint$250K–$500KSame band
  11. USAA - CDCashJoint$250K–$500KNew
  12. VOVanguard Mid-Cap ETFFundJoint$250K–$500KNew
  13. IVViShares Core S&P 500 ETFFundJoint$250K–$500K▲ $100K–$250K
  14. EFAiShares MSCI EAFE ETFFundJoint$250K–$500K▲ $100K–$250K
  15. IWFiShares Russell 1000 Growth ETFFundJoint$250K–$500K▲ $100K–$250K
  16. IVWiShares S&P 500 Growth ETFFundJoint$250K–$500K▲ $100K–$250K
  17. FPUIXFidelity Advisor 529 Limited Term Bond Portfolio: Class IFundChild$100K–$250K▼ $250K–$500K
  18. FPUIXFidelity Advisor 529 Limited Term Bond Portfolio: Class IFundChild$100K–$250K▼ $250K–$500K
  19. Mass Mutual Whole Life Legacy 100OtherSpouse$100K–$250K▼ $250K–$500K
  20. HDViShares Core High Dividend ETFFundJoint$100K–$250KSame band
  21. ACWXiShares MSCI ACWI ex U.S. ETFFundJoint$100K–$250KSame band
  22. Mass Mutual Whole Life Legacy 100OtherSelf$50K–$100KSame band
  23. Mass Mutual Whole Life Legacy 100OtherSpouse$50K–$100K▼ $250K–$500K
  24. Mass Mutual Whole Life Legacy 15 PayOtherSpouse$50K–$100KNew
  25. USAA - CheckingCashJoint$50K–$100K▼ $100K–$250K
  26. VGTVanguard Information Tech ETFFundSpouse$50K–$100KSame band
  27. VOVanguard Mid-Cap ETFFundSpouse$50K–$100KSame band
  28. VPUVanguard Utilities ETFFundJoint$50K–$100KSame band
  29. IJRiShares Core S&P Small-Cap ETFFundSpouse$50K–$100K▲ $15K–$50K
  30. GLDSPDR Gold TrustFundJoint$15K–$50K▼ $50K–$100K
  31. XLYSPDR Select Sector Fund - Consumer DiscretionaryFundSpouse$15K–$50KSame band
  32. XLPSPDR Select Sector Fund - Consumer StaplesFundSpouse$15K–$50K▲ $1K–$15K
  33. XLFSPDR Select Sector Fund - FinancialFundSpouse$15K–$50KSame band
  34. XLVSPDR Select Sector Fund - Health CareFundSpouse$15K–$50KSame band
  35. XLISPDR Select Sector Fund - IndustrialFundSpouse$15K–$50KSame band
  36. XLCThe Communication Services Select Sector SPDR FundFundSpouse$15K–$50KSame band
  37. UBSUBS Group AG Registered Ordinary SharesJoint$15K–$50KNew
  38. VUGVanguard Growth ETFFundSpouse$15K–$50KSame band
  39. VGTVanguard Information Tech ETFFundSelf$15K–$50KSame band
  40. VOVanguard Mid-Cap ETFFundSelf$15K–$50KSame band

Not in the 2024 report

Listed in 2023 with a value, gone a year later: sold, or under $1,001.

  • UPRXX UBS Prime Reserves Fund $15K–$50K
  • UPRXX UBS Prime Reserves Fund $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Aug 13, 2025 2024 annual report 80 assets View original
  2. Mar 10, 2025 Periodic transaction report 1 trade View original
  3. Jul 11, 2024 2023 annual report 77 assets View original
  4. May 15, 2024 Periodic transaction report 1 trade View original
  5. May 13, 2024 Periodic transaction report 1 trade View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.