Mikie Sherrill (D-NJ-11), a former Democratic member of the House, has disclosed 300 trades since 2019: 38 purchases worth about $1.14M and 262 sales worth about $4.73M, in 188 stocks. Most traded: UBS, SAFRY, SFTBY. As a portfolio, their stock holdings and trades returned +21.9% from Apr 2019, against +125.4% for the S&P 500. Trades took a median 41 days to be disclosed; 17 came late.
Mikie Sherrill’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2019: +21.9%, against +125.4% for SPY; the largest fall on the way was -47.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mikie Sherrill | Nov 2025 | -3.1% | -4.5% | +1.4% | – | -7.1% | – | – |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mikie Sherrill | Nov 2023 | +32.5% | +49.8% | -17.3% | +14.8% | -17.3% | 0.96 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mikie Sherrill | Nov 2021 | +26.4% | +39.8% | -13.4% | +6.0% | -21.8% | 0.43 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mikie Sherrill | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mikie Sherrill | Apr 2019 | +21.9% | +125.4% | -103.5% | +3.1% | -47.2% | 0.25 | 0.91 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBSUBS Group AG | Financial Services | Closed | – | – | 10 | 0 | 10 | $0.00 | $2.55M | – | Mar 7, 2025 |
| FDRRFidelity Dividend ETF for Rising Rates | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | -35.6% | Feb 21, 2020 |
| IGViShares Expanded Tech-Software Sector ETF | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | -28.2% | Feb 21, 2020 |
| NULGNuveen ESG Large-Cap Growth ETF | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | +8.3% | Feb 21, 2020 |
| SCHDSchwab U.S. Dividend Equity ETF | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | -40.5% | Feb 21, 2020 |
| SPYGState Street® SPDR® Portfolio S&P 500® Growth ETF | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | +32.5% | Feb 21, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | +34.7% | Feb 20, 2020 |
| SAFRYSAFRAN S A | – | Closed | – | – | 6 | 0 | 6 | $0.00 | $48.00K | – | May 28, 2019 |
| BABAAlibaba Group Holding Ltd | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Feb 20, 2020 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Feb 20, 2020 |
| VVisa Inc. | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Feb 20, 2020 |
| SFTBYSoftbank Corp Unsponsored ADR | – | Closed | – | – | 5 | 0 | 5 | $0.00 | $40.00K | – | May 28, 2019 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 4 | 0 | 4 | $0.00 | $34.57K | – | Feb 20, 2020 |
| ADSKAutodesk, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Feb 20, 2020 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Feb 20, 2020 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UBSUBS Group AG Registered Ordinary Shares | Joint | Sell (Partial) | $250K–$500K | Mar 7, 2025 | Mar 10, 2025 | 3d | +42.0% | +11.4% | |
| UBSUBS Group AG Registered Ordinary Shares | Joint | Sell (Partial) | $50K–$100K | May 14, 2024 | May 15, 2024 | 1d | +60.8% | +17.0% | |
| UBSUBS Group AG Registered Ordinary Shares | Joint | Sell (Partial) | $250K–$500K | May 13, 2024 | May 13, 2024 | 0d | +63.4% | +19.0% | |
| UBSUBS Group AG Registered Ordinary Shares | Spouse | Sell | $250K–$500K | Mar 3, 2023 | Mar 3, 2023 | 0d | +119.2% | +33.1% | |
| UBSUBS Group AG Registered Ordinary Shares | Joint | Sell | $100K–$250K | May 23, 2022 | May 23, 2022 | 0d | +163.1% | +73.6% | |
| UBSUBS Group Ag Registered Ordinary Shares | Joint | Sell (Partial) | $100K–$250K | Mar 9, 2022 | Apr 6, 2022 | 28d | +186.9% | +110.9% | |
| UBSUBS Group Ag Registered Ordinary Shares | Spouse | Sell (Partial) | $100K–$250K | Apr 29, 2020 | Dec 3, 2021 | 583d late | +341.2% | +184.7% | |
| UBSUBS Group Ag Registered Ordinary Shares | Spouse | Sell | $50K–$100K | Jun 1, 2020 | Dec 3, 2021 | 550d late | +346.5% | +200.3% | |
| UBSUBS Group Ag Registered Ordinary Shares | Spouse | Sell | $250K–$500K | Mar 9, 2021 | Apr 1, 2021 | 23d | +211.0% | +116.8% | |
| ABTAbbott Laboratories | Self | Sell | $1K–$15K | Feb 20, 2020 | Apr 5, 2020 | 45d | +24.7% | -98.6% | |
| AMGNAmgen Inc. | Self | Sell | $1K–$15K | Feb 20, 2020 | Apr 5, 2020 | 45d | +109.5% | -13.7% | |
| TXNTexas Instruments Incorporated | Self | Sell | $1K–$15K | Feb 20, 2020 | Apr 5, 2020 | 45d | +129.7% | +6.5% | |
| TRVThe Travelers Companies, Inc. | Self | Sell | $1K–$15K | Feb 20, 2020 | Apr 5, 2020 | 45d | +197.7% | +74.5% | |
| TFCTruist Financial Corporation | Self | Sell | $1K–$15K | Feb 20, 2020 | Apr 5, 2020 | 45d | -9.3% | -132.5% | |
| USBU.S. Bancorp | Self | Sell | $1K–$15K | Feb 20, 2020 | Apr 5, 2020 | 45d | +10.4% | -112.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mikie Sherrill (D-NJ-11), a former Democratic member of the House, has disclosed 300 trades since 2019: 38 purchases worth about $1.14M and 262 sales worth about $4.73M, in 188 stocks. Most traded: UBS, SAFRY, SFTBY. As a portfolio, their stock holdings and trades returned +21.9% from Apr 2019, against +125.4% for the S&P 500. Trades took a median 41 days to be disclosed; 17 came late.
As a portfolio, their stock holdings and trades returned +21.9% from April 2019 to November 2026, against +125.4% for the S&P 500, with a largest fall of -47.2%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 41 days to be disclosed. 17 of 300 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.