
Congressional disclosures
Mikie Sherrill
Former U.S. Representative
Served: U.S. House, New Jersey, 2019 to 2025
Left office on Nov 20, 2025
These are the STOCK Act disclosures filed during that service.
Recent disclosures
20 of 300 on record · Feb 20, 2020 to Mar 7, 2025| Asset | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| UBSJointFinancial Services | Stock | Sale | $250,001 - $500,000 | +60.6%S&P +32.4% · vs S&P 500 +28.2% | Mar 7, 2025 | Mar 10, 2025 | 3d |
| UBSJointFinancial Services | Stock | Sale | $50,001 - $100,000 | +81.8%S&P +45.7% · vs S&P 500 +36.1% | May 14, 2024 | May 15, 2024 | 1d |
| UBSJointFinancial Services | Stock | Sale | $250,001 - $500,000 | +84.8%S&P +46.4% · vs S&P 500 +38.4% | May 13, 2024 | May 13, 2024 | 0d |
| UBSSpouseFinancial Services | Stock | Sale | $250,001 - $500,000 | +147.9%S&P +88.8% · vs S&P 500 +59.2% | Mar 3, 2023 | Mar 3, 2023 | 0d |
| UBSJointFinancial Services | Stock | Sale | $100,001 - $250,000 | +197.6%S&P +92.1% · vs S&P 500 +105.4% | May 23, 2022 | May 23, 2022 | 0d |
| UBSJointFinancial Services | Stock | Sale | $100,001 - $250,000 | +224.5%S&P +78.4% · vs S&P 500 +146.1% | Mar 9, 2022 | Apr 6, 2022 | 28d |
| UBSSpouseFinancial Services | Stock | Sale | $250,001 - $500,000 | +251.8%S&P +97.0% · vs S&P 500 +154.8% | Mar 9, 2021 | Apr 1, 2021 | 23d |
| UBSSpouseFiled lateFinancial Services | Stock | Sale | $50,001 - $100,000 | +405.0%S&P +149.5% · vs S&P 500 +255.5% | Jun 1, 2020 | Dec 3, 2021 | 550d |
| UBSSpouseFiled lateFinancial Services | Stock | Sale | $100,001 - $250,000 | +399.0%S&P +160.1% · vs S&P 500 +238.9% | Apr 29, 2020 | Dec 3, 2021 | 583d |
| SCHDSCHWAB US DIVIDEND EQUITY ETF | Fund | Purchase | $100,001 - $250,000 | +75.7%S&P +128.7% · vs S&P 500 -52.9% | Feb 21, 2020 | Apr 5, 2020 | 44d |
| SPYGSPDR SERIES TRUST SPDR PORTFOLIO S&P 500 GROWTH ETF | Fund | Purchase | $100,001 - $250,000 | +170.3%S&P +128.7% · vs S&P 500 +41.6% | Feb 21, 2020 | Apr 5, 2020 | 44d |
| NULGNUVEEN ESG LARGE-CAP GROWTH ETF | Fund | Purchase | $100,001 - $250,000 | +145.7%S&P +128.7% · vs S&P 500 +17.0% | Feb 21, 2020 | Apr 5, 2020 | 44d |
| IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | Fund | Purchase | $100,001 - $250,000 | +97.1%S&P +128.7% · vs S&P 500 -31.5% | Feb 21, 2020 | Apr 5, 2020 | 44d |
| FDRRFIDELITY DIVIDEND ETF FOR RISING RATES | Fund | Purchase | $100,001 - $250,000 | +93.2%S&P +128.7% · vs S&P 500 -35.5% | Feb 21, 2020 | Apr 5, 2020 | 44d |
| XELUtilities | Stock | Sale | $1,001 - $15,000 | +7.8%S&P +126.3% · vs S&P 500 -118.5% | Feb 20, 2020 | Apr 5, 2020 | 45d |
| HIGFinancial Services | Stock | Sale | $1,001 - $15,000 | +135.1%S&P +126.3% · vs S&P 500 +8.8% | Feb 20, 2020 | Apr 5, 2020 | 45d |
| VNOReal Estate | Stock | Sale | $1,001 - $15,000 | -46.0%S&P +126.3% · vs S&P 500 -172.3% | Feb 20, 2020 | Apr 5, 2020 | 45d |
| VARVARIAN MEDICAL SYSTEMS, INC.Healthcare | Stock | Sale | $1,001 - $15,000 | +22.1%S&P +22.1% · vs S&P 500 -0.1% | Feb 20, 2020 | Apr 5, 2020 | 45d |
| JNJHealthcare | Stock | Sale | $1,001 - $15,000 | +80.0%S&P +126.3% · vs S&P 500 -46.3% | Feb 20, 2020 | Apr 5, 2020 | 45d |
| MTBFinancial Services | Stock | Sale | $1,001 - $15,000 | +40.4%S&P +126.3% · vs S&P 500 -85.9% | Feb 20, 2020 | Apr 5, 2020 | 45d |
No disclosures of that kind among the 20 rows shown.
Showing the 20 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.
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.
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the filer's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.
Estimated portfolio
32 holdings · $5,000,001 - $25,000,000 in total · estimate, as of Sep 10, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| SPY | $500,001 - $1,000,000 | 15.4% |
| XLK | $500,001 - $1,000,000 | 9.6% |
| VO | $500,001 - $1,000,000 | 9.4% |
| EFA | $500,001 - $1,000,000 | 8.4% |
| QQQ | $500,001 - $1,000,000 | 8.3% |
| IVW | $500,001 - $1,000,000 | 8.1% |
| IVV | $250,001 - $500,000 | 7.7% |
| IWF | $250,001 - $500,000 | 7.2% |
| ACWX | $250,001 - $500,000 | 4.1% |
| HDV | $100,001 - $250,000 | 3.6% |
The 10 largest of 32 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.
Year by year
buy volume against sale volume · range midpoints- Bought
- Sold
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.
Where the disclosed portfolio sits
by weight- Funds & ETFs93.3%
- Other1%
- Other positions5.7%
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?
Across the disclosures shown here the median gap between the transaction and its publication is 45 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.
Which stocks did Mikie Sherrill trade most?
In the disclosures shown here the most frequent tickers are UBS, ADI, AMZN, ARE, BABA.
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?
It is an estimate produced by a model, not a figure the filer disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement 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 (Sep 10, 2026) is +95.2%. 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.
Data as of Sep 10, 2026.
