Congressional disclosures
Mikie Sherrill
These are the STOCK Act disclosures filed during that service.
Latest disclosure: sold shares of UBS Group AG (UBS), $250,001 - $500,000, in a joint account on Mar 7, 2025, filed Mar 10 (3 days).
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Recent disclosures
20 of 300 on record · traded Feb 20, 2020 to Mar 7, 2025Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the filer's result. Not investment advice.
| Asset | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| UBSJointFinancial Services | Stock | Sale | $250,001 - $500,000 | +35.8%After the saleS&P 500 +31.9% · +3.9 pts vs S&P 500 | Mar 7, 2025 | Mar 10, 2025 | 3d |
| UBSJointFinancial Services | Stock | Sale | $50,001 - $100,000 | +53.8%After the saleS&P 500 +45.2% · +8.5 pts vs S&P 500 | May 14, 2024 | May 15, 2024 | 1d |
| UBSJointFinancial Services | Stock | Sale | $250,001 - $500,000 | +56.2%After the saleS&P 500 +45.9% · +10.3 pts vs S&P 500 | May 13, 2024 | May 13, 2024 | 0d |
| UBSSpouseFinancial Services | Stock | Sale | $250,001 - $500,000 | +109.6%After the saleS&P 500 +88.2% · +21.5 pts vs S&P 500 | Mar 3, 2023 | Mar 3, 2023 | 0d |
| UBSJointFinancial Services | Stock | Sale | $100,001 - $250,000 | +151.6%After the saleS&P 500 +91.5% · +60.1 pts vs S&P 500 | May 23, 2022 | May 23, 2022 | 0d |
| UBSJointFinancial Services | Stock | Sale | $100,001 - $250,000 | +174.4%After the saleS&P 500 +77.8% · +96.6 pts vs S&P 500 | Mar 9, 2022 | Apr 6, 2022 | 28d |
| UBSSpouseFinancial Services | Stock | Sale | $250,001 - $500,000 | +197.4%After the saleS&P 500 +96.3% · +101.1 pts vs S&P 500 | Mar 9, 2021 | Apr 1, 2021 | 23d |
| UBSSpouseFinancial Services | Stock | Sale | $50,001 - $100,000 | +327.0%After the saleS&P 500 +148.6% · +178.4 pts vs S&P 500 | Jun 1, 2020 | Dec 3, 2021 | 550d |
| UBSSpouseFinancial Services | Stock | Sale | $100,001 - $250,000 | +321.9%After the saleS&P 500 +159.3% · +162.7 pts vs S&P 500 | Apr 29, 2020 | Dec 3, 2021 | 583d |
| SCHDSCHWAB US DIVIDEND EQUITY ETF | Fund | Purchase | $100,001 - $250,000 | +81.8%S&P 500 +127.9% · -46.1 pts vs S&P 500 | Feb 21, 2020 | Apr 5, 2020 | 44d |
| IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | Fund | Purchase | $100,001 - $250,000 | +114.1%S&P 500 +127.9% · -13.8 pts vs S&P 500 | Feb 21, 2020 | Apr 5, 2020 | 44d |
| FDRRFIDELITY DIVIDEND ETF FOR RISING RATES | Fund | Purchase | $100,001 - $250,000 | +91.7%S&P 500 +127.9% · -36.2 pts vs S&P 500 | Feb 21, 2020 | Apr 5, 2020 | 44d |
| NULGNUVEEN ESG LARGE-CAP GROWTH ETF | Fund | Purchase | $100,001 - $250,000 | +139.5%S&P 500 +127.9% · +11.5 pts vs S&P 500 | Feb 21, 2020 | Apr 5, 2020 | 44d |
| SPYGSPDR SERIES TRUST SPDR PORTFOLIO S&P 500 GROWTH ETF | Fund | Purchase | $100,001 - $250,000 | +164.7%S&P 500 +127.9% · +36.8 pts vs S&P 500 | Feb 21, 2020 | Apr 5, 2020 | 44d |
| MTBFinancial Services | Stock | Sale | $1,001 - $15,000 | +30.8%After the saleS&P 500 +125.6% · -94.8 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
| MRKHealthcare | Stock | Sale | $1,001 - $15,000 | +76.1%After the saleS&P 500 +125.6% · -49.5 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
| MNSTConsumer Defensive | Stock | Sale | $1,001 - $15,000 | +162.4%After the saleS&P 500 +125.6% · +36.9 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
| AMGNHealthcare | Stock | Sale | $1,001 - $15,000 | +97.7%After the saleS&P 500 +125.6% · -27.8 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
| PFEHealthcare | Stock | Sale | $1,001 - $15,000 | -16.2%After the saleS&P 500 +125.6% · -141.8 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
| FDSFinancial Services | Stock | Sale | $1,001 - $15,000 | +9.5%After the saleS&P 500 +125.6% · -116.1 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
No disclosures of that kind among the 20 rows shown.
Showing the 20 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Mikie Sherrill's trades in the browser, every line of every report.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
This is a closed record: it covers the disclosures from Mikie Sherrill's service, which ended on Nov 20, 2025. Only a late filing for a trade made in office would add to it.
Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.
Estimated portfolio
32 holdings · $5,000,001 - $25,000,000 in total · estimate, as of Oct 25, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| SPY | $500,001 - $1,000,000 | |
| XLK | $500,001 - $1,000,000 | |
| VO | $500,001 - $1,000,000 | |
| QQQ | $500,001 - $1,000,000 | |
| EFA | $500,001 - $1,000,000 | |
| IVW | $500,001 - $1,000,000 | |
| IVV | $250,001 - $500,000 | |
| IWF | $250,001 - $500,000 | |
| ACWX | $100,001 - $250,000 | |
| HDV | $100,001 - $250,000 |
The 10 largest of 32 estimated holdings. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.
Year by year
buy volume against sale and exchange volume · range midpoints- 2025
- 2024
- 2023
- 2022
- 2021
- 2020
- 2019
Disclosed volume per year the member traded, 2019 to 2025. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000. The sale side also counts exchanges, including shares received in a spin-off or merger.
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Questions
How many stock trades did Mikie Sherrill disclose?
Mikie Sherrill disclosed 300 transactions under the STOCK Act while serving in the U.S. House. This page lists the 20 most recent, covering Feb 20, 2020 to Mar 7, 2025. These are the STOCK Act disclosures filed during that service.
How long did Mikie Sherrill take to report a trade?
For trades made from Mar 2019 to Mar 2025, the median gap between a trade and its disclosure is 44 days. The STOCK Act allows up to 45.
Which tickers did Mikie Sherrill trade most?
Among the 20 disclosures shown, the ticker that appears most is UBS (9).
Which accounts do Mikie Sherrill's disclosures name?
Of the 20 disclosures shown, 4 name a spouse's account and 5 a joint account. 11 do not name an account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the filer's name, as the STOCK Act requires.
Where does the estimated net worth on this page come from?
A model's estimate, not a figure on the filer's reports. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure of anyone's wealth. The methodology page sets out how it is built and what it leaves out.
How have the stocks moved since Mikie Sherrill's trades?
Across the 20 priced rows shown, the median stock move from the trade date to the latest close we hold (figures as of Oct 26, 2026) is +103.7%. That figure is an estimate describing the stock after each trade, not the filer's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page. How these reports work is explained in our guide to STOCK Act reports.
Data as of Oct 26, 2026.