Congress WatchMikie Sherrill stock trades
Mikie Sherrill is a member of the U.S. House (Democrat, NJ). Filings in this dataset run from 2019-04-17 to 2025-03-10 and list 300 stock transactions: 38 purchases and 262 sales. The median filing came 41 days after the trade; 17 of 300 were filed after the 45-day deadline.
Backtest copying Mikie Sherrill this year
300transactions
38purchases
262sales
41 dmedian delay to file
What copying Mikie Sherrill would have returned
$10,000 invested on 2019-05-15, buying and selling the same stocks 3 days after each filing became public, ended at $12,380 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $27,827.
That headline is diluted by cash: on average only 48% of the money was invested, because the portfolio holds a few small positions. On the 1,880 days it did hold stocks, the copied holdings returned +7.3% a year against +14.5% for the S&P 500 over the same days: 7.2 percentage points behind the index.
+7.3%copied holdings, per year
+14.5%S&P 500, same days
48%avg share invested
45trades executed
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
213 copy orders were not placed (no price history, no cash left or the position limit was reached) and 2 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| UBS UBS Group AG Registered Ordinary Shares | 10 | 0 | 10 |
| SAFRY Safran SA | 6 | 0 | 6 |
| SFTBY SoftBank Group Corp. | 5 | 0 | 5 |
| XOM Exxon Mobil Corporation Common Stock | 4 | 2 | 2 |
| RHHBY Roche Holding AG | 4 | 3 | 1 |
| QCOM QUALCOMM Incorporated - Common Stock | 4 | 0 | 4 |
| PFE Pfizer, Inc. Common Stock | 4 | 1 | 3 |
| MSFT Microsoft Corporation - Common Stock | 4 | 0 | 4 |
| GILD Gilead Sciences, Inc. - Common Stock | 4 | 1 | 3 |
| BMY Bristol-Myers Squibb Company Common Stock | 4 | 2 | 2 |
| AAGIY AIA Group Limited | 4 | 0 | 4 |
| VTR Ventas, Inc. Common Stock | 3 | 1 | 2 |
| VNO Vornado Realty Trust | 3 | 1 | 2 |
| UTX United Technologies Corporation | 3 | 2 | 1 |
| SLB Schlumberger N.V. Common Stock | 3 | 1 | 2 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Mikie Sherrill with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2025-03-10 | 2025-03-07 | Partial sale | UBS UBS Group AG Registered Ordinary Shares | $250,001 - $500,000 | Source |
| 2024-05-15 | 2024-05-14 | Partial sale | UBS UBS Group AG Registered Ordinary Shares | $50,001 - $100,000 | Source |
| 2024-05-13 | 2024-05-13 | Partial sale | UBS UBS Group AG Registered Ordinary Shares | $250,001 - $500,000 | Source |
| 2023-03-03 | 2023-03-03 | Sale | UBS UBS Group AG Registered Ordinary Shares | $250,001 - $500,000 | Source |
| 2022-05-23 | 2022-05-23 | Sale | UBS UBS Group AG Registered Ordinary Shares | $100,001 - $250,000 | Source |
| 2022-04-06 | 2022-03-09 | Partial sale | UBS UBS Group AG Registered Ordinary Shares | $100,001 - f $250,000 | Source |
| 2021-12-03 | 2020-06-01 | Sale | UBS UBS Group AG Registered Ordinary Shares | $50,001 - f $100,000 | Source |
| 2021-12-03 | 2020-04-29 | Partial sale | UBS UBS Group AG Registered Ordinary Shares | $100,001 - e $250,000 | Source |
| 2021-04-01 | 2021-03-09 | Sale | UBS UBS Group AG Registered Ordinary Shares | $250,001 - f $500,000 | Source |
| 2020-04-05 | 2020-02-21 | Buy | NULG Nuveen ESg large-Cap growth ETF | $100,001 - g $250,000 | Source |
| 2020-04-05 | 2020-02-21 | Buy | FDRR Fidelity Dividend ETF for Rising Rates | $100,001 - e $250,000 | Source |
| 2020-04-05 | 2020-02-21 | Buy | SPYG SPDR Series Trust SPDR Portfolio S&P 500... | $100,001 - c $250,000 | Source |
| 2020-04-05 | 2020-02-21 | Buy | SCHD Schwab US Dividend Equity ETF | $100,001 - c $250,000 | Source |
| 2020-04-05 | 2020-02-21 | Buy | IGV iShares Expanded Tech-Software Sector ETF | $100,001 - c $250,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | ADSK Autodesk, Inc. - Common Stock | $15,001 - g $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | FB Facebook, Inc. | $15,001 - f $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | AMZN Amazon.com, Inc. - Common Stock | $15,001 - d $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | V Visa Inc. | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | PG Procter & Gamble Company | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | ORCL Oracle Corporation Common Stock | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | NVDA NVIDIA Corporation - Common Stock | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | MSFT Microsoft Corporation - Common Stock | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | KO Coca-Cola Company | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | BABA Alibaba Group Holding Limited American Depositary | $15,001 - b $50,000 | Source |
| 2020-04-05 | 2020-02-20 | Sale | WH Wyndham Hotels & Resorts, Inc. | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | VNO Vornado Realty Trust | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | VLO Valero Energy Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | PRU Prudential Financial, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | PPG PPG Industries, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | NVS Novartis AG Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | NVO Novo Nordisk A/S Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | NTRS Northern Trust Corp | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | NSC Norfolk Southern Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | NEE NextEra Energy, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | MET MetLife, Inc. | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | MCD McDonald's Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | LVS Las Vegas Sands Corp. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | GD General Dynamics Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | ETR Entergy Corporation | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | DD DuPont de Nemours, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | DANOY Danone Sponsored ADR (DANOY) | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | CVX Chevron Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | CMCSA Comcast Corporation - Class A Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | BDX Becton, Dickinson and Company Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | BAC Bank of America Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | AJG Arthur J. Gallagher & Co. Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2020-04-05 | 2020-02-20 | Sale | XOM Exxon Mobil Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | MMC Marsh & McLennan Companies, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | IBM International Business Machines... | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | GOOGL Alphabet Inc. - Class A Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | GOOG Alphabet Inc. - Class C Capital Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | DOV Dover Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | DFS Discover Financial Services | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | CVS CVS Health Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | CFR Cullen/Frost Bankers, Inc. | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | ADP Automatic Data Processing, Inc. - Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-05 | 2020-02-20 | Sale | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | MNST Monster Beverage Corporation - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | JNJ Johnson & Johnson Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | HON Honeywell International Inc. | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | GILD Gilead Sciences, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | FIS Fidelity National Information Services,... | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | DE Deere & Company Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | CSCO Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | CERN Cerner Corporation | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | BMY Bristol-Myers Squibb Company Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | ARE ALEXANDRIA REAL ESTATE EQUITIES INC | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | APD Air Products and Chemicals, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | AMGN Amgen Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-05 | 2020-02-20 | Sale | VFC V.F. Corporation (NYSE) | $1,001 - $15,000 d | Source |
| 2020-04-05 | 2020-02-20 | Sale | SPG Simon Property Group, Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2020-04-05 | 2020-02-20 | Sale | RPM RPM International Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2020-04-05 | 2020-02-20 | Sale | QCOM QUALCOMM Incorporated - Common Stock | $1,001 - $15,000 d | Source |
| 2020-04-05 | 2020-02-20 | Sale | FDS FactSet Research Systems Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2020-04-05 | 2020-02-20 | Sale | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 d | Source |
| 2020-04-05 | 2020-02-20 | Sale | VTR Ventas, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | TRV The Travelers Companies, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | TFC Truist Financial Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | SWK Stanley Black & Decker Inc | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | SLB Schlumberger N.V. Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | SEIC SEI Investments Company | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | PM Philip Morris International Inc Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | PEG Public Service Enterprise Group... | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | MO Altria Group, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | HAS Hasbro Inc. | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | EIX Edison International Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | COP ConocoPhillips Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | COF Capital One Financial Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | BXP BXP, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | ABT Abbott Laboratories Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-05 | 2020-02-20 | Sale | YUMC Yum China Holdings, Inc. | $1,001 - $15,000 b | Source |
Other members from NJ
- Thomas MacArthur Republican, 4,123 trades
- Josh Gottheimer Democrat, 3,611 trades
- Tom Malinowski Democrat, 395 trades
- Frank A. LoBiondo Republican, 75 trades
- Thomas H. Kean Jr Republican, 73 trades
- Thomas H. Kean Republican, 70 trades
- Thomas H. Kean Jr. Party unknown, 24 trades
- Cory A Booker Democrat, 19 trades
Members who trade the same stocks
- Alan Armstrong Republican, 118 stocks in common
- Daniel Goldman Democrat, 96 stocks in common
- Shelley M Capito Republican, 87 stocks in common
- Gilbert Cisneros Democrat, 85 stocks in common
- K. Michael Conaway Republican, 78 stocks in common
- Thomas MacArthur Republican, 78 stocks in common
- Josh Gottheimer Democrat, 74 stocks in common
- Lois Frankel Democrat, 72 stocks in common
Common questions
- Did Mikie Sherrill beat the market?
- Copying Mikie Sherrill's disclosed stock trades 3 days after each filing returned +7.3% a year on the days the money was invested, against +14.5% for the S&P 500 over the same days: 7.2 percentage points behind the index. This is a hypothetical backtest from 2019-05-15 to 2026-11-09, not investment advice.
- How many stock trades has Mikie Sherrill disclosed?
- Mikie Sherrill disclosed 300 stock transactions between 2019-04-17 and 2025-03-10: 38 purchases and 262 sales.
- Which stocks does Mikie Sherrill trade most?
- The most traded stocks in Mikie Sherrill's filings are UBS (10), SAFRY (6) and SFTBY (5), by number of transactions.
- How quickly does Mikie Sherrill report trades?
- The median filing came 41 days after the trade. 17 of 300 filings arrived after the 45-day deadline.