Congress Watch

Mikie 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 $10,000 copying Mikie Sherrill versus the S&P 5007,34013,03918,73824,43730,1362019-052023-022026-11Copy portfolioS&P 500 (SPY)Buy CVX, 2019-05-20Buy LLDTF, 2019-05-20Buy SFTBF, 2019-05-20Buy UNCHF, 2019-05-20Buy XOM, 2019-07-11Buy BMY, 2019-09-09Buy EIX, 2019-09-09Buy CVS, 2020-01-06Buy JNJ, 2020-01-06Buy RHHBY, 2020-01-06Buy VLO, 2020-01-06Sell BMY, 2020-01-13Sell XOM, 2020-01-13Buy RHHBY, 2020-01-13Buy AMZN, 2020-02-24Buy BLK, 2020-02-24Buy BMY, 2020-02-24Buy CL, 2020-02-24Buy DD, 2020-02-24Buy GD, 2020-02-24Buy GILD, 2020-02-24Buy IBM, 2020-02-24Buy MTB, 2020-02-24Buy PFE, 2020-02-24Sell AMZN, 2020-04-08Sell BLK, 2020-04-08Sell BMY, 2020-04-08Sell CL, 2020-04-08Sell CVS, 2020-04-08Sell CVX, 2020-04-08Sell DD, 2020-04-08Sell EIX, 2020-04-08Sell GD, 2020-04-08Sell GILD, 2020-04-08Sell IBM, 2020-04-08Sell JNJ, 2020-04-08Sell MTB, 2020-04-08Sell PFE, 2020-04-08Sell RHHBY, 2020-04-08Sell VLO, 2020-04-08Buy FDRR, 2020-04-08Buy IGV, 2020-04-08Buy NULG, 2020-04-08Buy SCHD, 2020-04-08Buy SPYG, 2020-04-08

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 copying Mikie SherrillJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +0.0%Feb 2026: -1.4%Mar 2026: -2.6%Apr 2026: +5.9%May 2026: +5.0%Jun 2026: -1.5%Jul 2026: -0.2%Aug 2026: +2.9%Sep 2026: -1.1%Oct 2026: -1.7%Nov 2026: -2.2%Dec 2026: no activity2025Jan 2025: +1.9%Feb 2025: -0.9%Mar 2025: -2.3%Apr 2025: +0.4%May 2025: +2.9%Jun 2025: +4.5%Jul 2025: +0.9%Aug 2025: +3.7%Sep 2025: +3.0%Oct 2025: +4.5%Nov 2025: -6.3%Dec 2025: -5.4%2024Jan 2024: -0.3%Feb 2024: +3.0%Mar 2024: +1.4%Apr 2024: -3.2%May 2024: +2.6%Jun 2024: +2.9%Jul 2024: +0.6%Aug 2024: +0.2%Sep 2024: +1.5%Oct 2024: -0.9%Nov 2024: +1.9%Dec 2024: -3.6%2023Jan 2023: +2.8%Feb 2023: -1.7%Mar 2023: +1.9%Apr 2023: -0.1%May 2023: -0.4%Jun 2023: +3.1%Jul 2023: +1.8%Aug 2023: -1.4%Sep 2023: -2.3%Oct 2023: -1.7%Nov 2023: +3.6%Dec 2023: +3.2%2022Jan 2022: -3.5%Feb 2022: -1.9%Mar 2022: +1.1%Apr 2022: -4.2%May 2022: -0.4%Jun 2022: -2.9%Jul 2022: +4.0%Aug 2022: -2.6%Sep 2022: -4.2%Oct 2022: +3.3%Nov 2022: +3.2%Dec 2022: -1.4%2021Jan 2021: -0.8%Feb 2021: +1.9%Mar 2021: +0.5%Apr 2021: +1.9%May 2021: -0.8%Jun 2021: +0.4%Jul 2021: +0.3%Aug 2021: +0.9%Sep 2021: -1.5%Oct 2021: +2.2%Nov 2021: -0.8%Dec 2021: +0.7%2020Jan 2020: -2.0%Feb 2020: -8.8%Mar 2020: -8.7%Apr 2020: +5.7%May 2020: +1.9%Jun 2020: +2.5%Jul 2020: +3.1%Aug 2020: +2.1%Sep 2020: -1.4%Oct 2020: +0.3%Nov 2020: +4.8%Dec 2020: +2.4%2019Jan 2019: no activityFeb 2019: no activityMar 2019: no activityApr 2019: no activityMay 2019: -1.2%Jun 2019: +1.1%Jul 2019: -0.5%Aug 2019: -1.6%Sep 2019: +0.8%Oct 2019: +0.3%Nov 2019: +0.9%Dec 2019: +2.9%

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.

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Activity by year

Disclosed stock transactions per year, Mikie Sherrill01002002019: 11820192020: 17320202021: 320212022: 220222023: 120232024: 220242025: 12025

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Mikie SherrillJanFebMarAprMayJunJulAugSepOctNovDec2025Jan 2025: no activityFeb 2025: no activityMar 2025: 1 tradeApr 2025: no activityMay 2025: no activityJun 2025: no activityJul 2025: no activityAug 2025: no activitySep 2025: no activityOct 2025: no activityNov 2025: no activityDec 2025: no activity2024Jan 2024: no activityFeb 2024: no activityMar 2024: no activityApr 2024: no activityMay 2024: 2 tradesJun 2024: no activityJul 2024: no activityAug 2024: no activitySep 2024: no activityOct 2024: no activityNov 2024: no activityDec 2024: no activity2023Jan 2023: no activityFeb 2023: no activityMar 2023: 1 tradeApr 2023: no activityMay 2023: no activityJun 2023: no activityJul 2023: no activityAug 2023: no activitySep 2023: no activityOct 2023: no activityNov 2023: no activityDec 2023: no activity2022Jan 2022: no activityFeb 2022: no activityMar 2022: no activityApr 2022: 1 tradeMay 2022: 1 tradeJun 2022: no activityJul 2022: no activityAug 2022: no activitySep 2022: no activityOct 2022: no activityNov 2022: no activityDec 2022: no activity2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: 1 tradeMay 2021: no activityJun 2021: no activityJul 2021: no activityAug 2021: no activitySep 2021: no activityOct 2021: no activityNov 2021: no activityDec 2021: 2 trades2020Jan 2020: 36 tradesFeb 2020: 18 tradesMar 2020: 1 tradeApr 2020: 118 tradesMay 2020: no activityJun 2020: no activityJul 2020: no activityAug 2020: no activitySep 2020: no activityOct 2020: no activityNov 2020: no activityDec 2020: no activity2019Jan 2019: no activityFeb 2019: no activityMar 2019: no activityApr 2019: 1 tradeMay 2019: 8 tradesJun 2019: no activityJul 2019: 106 tradesAug 2019: no activitySep 2019: 2 tradesOct 2019: no activityNov 2019: no activityDec 2019: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2020 · 2019

Most traded stocks

StockTradesBuysSales
UBS UBS Group AG Registered Ordinary Shares 10010
SAFRY Safran SA 606
SFTBY SoftBank Group Corp. 505
XOM Exxon Mobil Corporation Common Stock 422
RHHBY Roche Holding AG 431
QCOM QUALCOMM Incorporated - Common Stock 404
PFE Pfizer, Inc. Common Stock 413
MSFT Microsoft Corporation - Common Stock 404
GILD Gilead Sciences, Inc. - Common Stock 413
BMY Bristol-Myers Squibb Company Common Stock 422
AAGIY AIA Group Limited 404
VTR Ventas, Inc. Common Stock 312
VNO Vornado Realty Trust 312
UTX United Technologies Corporation 321
SLB Schlumberger N.V. Common Stock 312

Disclosed transactions

Download stock and fund transactions as CSV · Compare Mikie Sherrill with another member

FiledTradedTypeAssetAmountFiling
2020-04-052020-02-20Sale YUM Yum! Brands, Inc. $1,001 - $15,000 b Source
2020-04-052020-02-20Sale XEL Xcel Energy Inc. $1,001 - $15,000 b Source
2020-04-052020-02-20Sale WMT Walmart Inc. - Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale VAR Varian Medical Systems, Inc. (NYSE) $1,001 - $15,000 b Source
2020-04-052020-02-20Sale UTX United Technologies Corporation $1,001 - $15,000 b Source
2020-04-052020-02-20Sale USB U.S. Bancorp Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale TROW T. Rowe Price Group, Inc. - Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale SBUX Starbucks Corporation - Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale RSG Republic Services, Inc. Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale RHHBY Roche Holding AG $1,001 - $15,000 b Source
2020-04-052020-02-20Sale PH Parker-Hannifin Corporation Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale PGR Progressive Corporation $1,001 - $15,000 b Source
2020-04-052020-02-20Sale PEP Pepsico, Inc. $1,001 - $15,000 b Source
2020-04-052020-02-20Sale MTB M&T Bank Corporation $1,001 - $15,000 b Source
2020-04-052020-02-20Sale MRK Merck & Company, Inc. Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 b Source
2020-04-052020-02-20Sale MDLZ Mondelez International, Inc. - Class A... $1,001 - $15,000 b Source
2020-04-052020-02-20Sale LLY Eli Lilly and Company Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale ITW Illinois Tool Works Inc. Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale HIG The Hartford Insurance Group, Inc. Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale HD Home Depot, Inc. $1,001 - $15,000 b Source
2020-04-052020-02-20Sale EXPD Expeditors International of Washington,... $1,001 - $15,000 b Source
2020-04-052020-02-20Sale CMS CMS Energy Corporation Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale CME CME Group Inc. - Class A Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale CL Colgate-Palmolive Company Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale CB Chubb Limited Common Stock $1,001 - $15,000 b Source
2020-04-052020-02-20Sale AVB AvalonBay Communities, Inc. Common Stock $1,001 - $15,000 b Source
2020-03-232020-02-06Sale MRK Merck & Company, Inc. Common Stock $770.32 g Source
2020-02-192020-02-04Buy IBM International Business Machines... $1,001 - $15,000 c Source
2020-02-192020-01-27Buy MTB M&T Bank Corporation $1,001 - $15,000 f Source
2020-02-192020-01-21Buy VNO Vornado Realty Trust $1,001 - $15,000 g Source
2020-02-192020-01-21Buy PFE Pfizer, Inc. Common Stock $1,001 - $15,000 g Source
2020-02-192020-01-21Buy GILD Gilead Sciences, Inc. - Common Stock $1,001 - $15,000 g Source
2020-02-192020-01-21Buy XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 f Source
2020-02-192020-01-21Buy PRU Prudential Financial, Inc. Common Stock $1,001 - $15,000 f Source
2020-02-192020-01-21Buy BMY Bristol-Myers Squibb Company Common Stock $1,001 - $15,000 f Source
2020-02-192020-01-21Buy VTR Ventas, Inc. Common Stock $1,001 - $15,000 e Source
2020-02-192020-01-21Buy PM Philip Morris International Inc Common Stock $1,001 - $15,000 e Source
2020-02-192020-01-21Buy GD General Dynamics Corporation Common Stock $1,001 - $15,000 d Source
2020-02-192020-01-21Buy DD DuPont de Nemours, Inc. Common Stock $1,001 - $15,000 d Source
2020-02-192020-01-21Buy BLK BlackRock, Inc. Common Stock $1,001 - $15,000 c Source
2020-02-192020-01-15Buy REGN Regeneron Pharmaceuticals, Inc. - Common Stock $1,001 - $15,000 g Source
2020-02-192020-01-15Buy CL Colgate-Palmolive Company Common Stock $1,001 - $15,000 g Source
2020-02-192020-01-15Buy AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 g Source
2020-02-192020-01-15Buy SLB Schlumberger N.V. Common Stock $1,001 - $15,000 d Source
2020-02-192020-01-15Buy SEIC SEI Investments Company $1,001 - $15,000 c Source
2020-01-102020-01-02Buy RHHBY Roche Holding AG $1,001 - $15,000 d Source
2020-01-102019-12-30Sale QCOM QUALCOMM Incorporated - Common Stock $614.71 g Source
2020-01-102019-12-27Sale QCOM QUALCOMM Incorporated - Common Stock $442.93 g Source
2020-01-102019-12-23Sale AXP American Express Company Common Stock $497.08 b Source
2020-01-102019-12-23Sale QCOM QUALCOMM Incorporated - Common Stock $443.07 b Source
2020-01-102019-12-18Sale XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 g Source
2020-01-102019-12-18Sale PRU Prudential Financial, Inc. Common Stock $1,001 - $15,000 g Source
2020-01-102019-12-18Sale DD DuPont de Nemours, Inc. Common Stock $1,001 - $15,000 g Source
2020-01-102019-12-18Sale PFE Pfizer, Inc. Common Stock $1,001 - $15,000 f Source
2020-01-102019-12-18Sale PM Philip Morris International Inc Common Stock $1,001 - $15,000 e Source
2020-01-102019-12-18Sale MTB M&T Bank Corporation $1,001 - $15,000 e Source
2020-01-102019-12-18Sale BMY Bristol-Myers Squibb Company Common Stock $1,001 - $15,000 e Source
2020-01-102019-12-18Sale GD General Dynamics Corporation Common Stock $1,001 - $15,000 d Source
2020-01-102019-12-18Sale VTR Ventas, Inc. Common Stock $1,001 - $15,000 b Source
2020-01-102019-12-18Sale VNO Vornado Realty Trust $1,001 - $15,000 b Source
2020-01-102019-12-18Sale GILD Gilead Sciences, Inc. - Common Stock $1,001 - $15,000 b Source
2020-01-102019-12-18Sale BLK BlackRock, Inc. Common Stock $1,001 - $15,000 b Source
2020-01-102019-12-12Sale SLB Schlumberger N.V. Common Stock $1,001 - $15,000 g Source
2020-01-102019-12-12Sale REGN Regeneron Pharmaceuticals, Inc. - Common Stock $1,001 - $15,000 c Source
2020-01-102019-12-12Sale SEIC SEI Investments Company $1,001 - $15,000 b Source
2020-01-102019-12-12Sale CL Colgate-Palmolive Company Common Stock $1,001 - $15,000 b Source
2020-01-032019-11-25Sale TIF Tiffany & Co. $1,001 - $15,000 g Source
2020-01-032019-11-18Buy JNJ Johnson & Johnson Common Stock $1,001 - $15,000 g Source
2020-01-032019-11-18Buy CVS CVS Health Corporation Common Stock $1,001 - $15,000 e Source
2020-01-032019-10-30Sale BDX Becton, Dickinson and Company Common Stock $509.87 b Source
2020-01-032019-10-22Sale MSFT Microsoft Corporation - Common Stock $412.82 g Source
2020-01-032019-10-17Sale MSFT Microsoft Corporation - Common Stock $976.45 b Source
2020-01-032019-10-17Sale TXN Texas Instruments Incorporated - Common Stock $778.09 b Source
2020-01-032019-10-04Buy RHHBY Roche Holding AG $1,001 - $15,000 d Source
2020-01-032019-10-03Buy RHHBY Roche Holding AG $1,001 - $15,000 c Source
2020-01-032019-09-11Sale MSFT Microsoft Corporation - Common Stock $678.84 e Source
2020-01-032019-09-11Sale CME CME Group Inc. - Class A Common Stock $405.92 d Source
2020-01-032019-08-29Buy UTX United Technologies Corporation $1,001 - $15,000 g Source
2020-01-032019-08-13Buy VLO Valero Energy Corporation Common Stock $1,001 - $15,000 g Source
2020-01-032019-08-07Buy UTX United Technologies Corporation $1,001 - $15,000 g Source
2020-01-032019-08-02Sale PFE Pfizer, Inc. Common Stock $1,001 - $15,000 e Source
2019-09-052019-07-31Buy EIX Edison International Common Stock $1,001 - $15,000 e Source
2019-09-052019-07-25Buy BMY Bristol-Myers Squibb Company Common Stock $1,001 - $15,000 c Source
2019-07-082019-06-17Buy XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 c Source
2019-07-082019-05-29Sale FB Facebook, Inc. $1,001 - $15,000 g Source
2019-07-082019-05-29Sale V Visa Inc. $1,001 - $15,000 f Source
2019-07-082019-05-29Sale GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 f Source
2019-07-082019-05-29Sale BABA Alibaba Group Holding Limited American Depositary $1,001 - $15,000 f Source
2019-07-082019-05-29Sale GOOG Alphabet Inc. - Class C Capital Stock $1,001 - $15,000 d Source
2019-07-082019-05-29Sale AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 d Source
2019-07-082019-05-28Sale UNICY Unicharm Corporation Sponsored ADR (UNICY) $1,001 - $15,000 g Source
2019-07-082019-05-28Sale TSM Taiwan Semiconductor Manufacturing Company Ltd. $1,001 - $15,000 g Source
2019-07-082019-05-28Sale SVNLY Svenska Handelbanken AB ADR (SVNLY) $1,001 - $15,000 g Source
2019-07-082019-05-28Sale SFTBY SoftBank Group Corp. $1,001 - $15,000 g Source
2019-07-082019-05-28Sale SAP SAP SE ADS $1,001 - $15,000 g Source
2019-07-082019-05-28Sale SAP SAP SE ADS $1,001 - $15,000 g Source
2019-07-082019-05-28Sale RELX RELX PLC PLC American Depositary Shares $1,001 - $15,000 g Source
2019-07-082019-05-28Sale NSRGY NESTLE S.A S/ADR $1,001 - $15,000 g Source
2019-07-082019-05-28Sale MRAAY Murata Manufacturing Co., Ltd. $1,001 - $15,000 g Source

Other members from NJ

Members who trade the same stocks

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.

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