Mikie Sherrill
DHouse · NJ-11
STOCK Act filings · simulated, not advice.
annual holdings (5)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 05/16/2019 → 11/03/2026.
Simulated portfolio
+148.5%
SPY
+192.5%
vs SPY
-44.1%
Simulated portfolioSPYBuySell
Trades
300
Last traded
03/07/2025
Disclosed (est.)
$5.8M
File lag
41 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
UBS UBS Group AG Registered Ordinary Shares (UBS) | Sale (partial) Owner: Joint | $250,001 - $500,000 | 03/07/2025 | 03/10/2025 | -48.9% vs SPY -15.3% | -62.0% vs SPY -23.7% | 20027937 |
UBS UBS Group AG Registered Ordinary Shares (UBS) | Sale (partial) Owner: Joint | $50,001 - $100,000 | 05/14/2024 | 05/15/2024 | -68.6% vs SPY -20.2% | -69.4% vs SPY -22.5% | 20025087 |
UBS UBS Group AG Registered Ordinary Shares (UBS) | Sale (partial) Owner: Joint | $250,001 - $500,000 | 05/13/2024 | 05/13/2024 | -71.3% vs SPY -22.2% | -68.6% vs SPY -20.2% | 20025065 |
UBS UBS Group AG Registered Ordinary Shares (UBS) | Sale Owner: Spouse | $250,001 - $500,000 | 03/03/2023 | 03/03/2023 | -142.1% vs SPY -46.4% | -141.6% vs SPY -46.1% | 20022508 |
UBS UBS Group AG Registered Ordinary Shares (UBS) | Sale Owner: Joint | $100,001 - $250,000 | 05/23/2022 | 05/23/2022 | -190.5% vs SPY -88.7% | -185.1% vs SPY -81.7% | 20021099 |
UBS uBS group Ag Registered Ordinary Shares (uBS) | Sale (partial) Owner: Joint | $100,001 - $250,000 | 03/09/2022 | 04/06/2022 | -225.7% vs SPY -137.6% | -196.1% vs SPY -117.5% | 20020589 |
UBS UBS group Ag Registered Ordinary Shares (UBS) | Sale Owner: Spouse | $50,001 - $100,000 | 06/01/2020 | 12/03/2021 | -432.1% vs SPY -262.1% | -210.4% vs SPY -134.6% | 20019350 |
UBS UBS group Ag Registered Ordinary Shares (UBS) | Sale (partial) Owner: Spouse | $100,001 - $250,000 | 04/29/2020 | 12/03/2021 | -445.4% vs SPY -264.1% | -210.4% vs SPY -134.6% | 20019350 |
UBS uBS group Ag Registered Ordinary Shares (uBS) | Sale Owner: Spouse | $250,001 - $500,000 | 03/09/2021 | 04/01/2021 | -261.3% vs SPY -151.0% | -251.8% vs SPY -152.1% | 20018496 |
SPYG SPDR Series Trust SPDR Portfolio S&P 500 growth ETF (SPYg) | Purchase Owner: Self | $100,001 - $250,000 | 02/21/2020 | 04/05/2020 | +176.3% vs SPY +27.5% | +232.4% vs SPY +21.0% | 20016323 |
SCHD Schwab uS Dividend Equity ETF (SCHD) | Purchase Owner: Self | $100,001 - $250,000 | 02/21/2020 | 04/05/2020 | +132.6% vs SPY -16.1% | +186.5% vs SPY -24.9% | 20016323 |
NULG Nuveen ESg large-Cap growth ETF (Nulg) | Purchase Owner: Self | $100,001 - $250,000 | 02/21/2020 | 04/05/2020 | +158.2% vs SPY +9.4% | +226.5% vs SPY +15.1% | 20016323 |
IGV iShares Expanded Tech-Software Sector ETF (IgV) | Purchase Owner: Self | $100,001 - $250,000 | 02/21/2020 | 04/05/2020 | +100.0% vs SPY -48.8% | +141.3% vs SPY -70.1% | 20016323 |
FDRR Fidelity Dividend ETF for Rising Rates (FDRR) | Purchase Owner: Self | $100,001 - $250,000 | 02/21/2020 | 04/05/2020 | +125.7% vs SPY -23.1% | +195.1% vs SPY -16.3% | 20016323 |
TXN Texas Instruments Incorporated (TXN) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -186.1% vs SPY -39.9% | -245.2% vs SPY -33.8% | 20016323 |
TROW T. Rowe Price group, Inc. (TROW) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -3.0% vs SPY +143.3% | -36.7% vs SPY +174.7% | 20016323 |
SBUX Starbucks Corporation (SBuX) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -36.9% vs SPY +109.3% | -78.9% vs SPY +132.5% | 20016323 |
SWK Stanley Black & Decker, Inc. (SWK) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | +20.1% vs SPY +166.3% | -20.8% vs SPY +190.6% | 20016323 |
SPG Simon Property group, Inc. (SPg) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -124.9% vs SPY +21.3% | -484.7% vs SPY -273.3% | 20016323 |
SEIC SEI Investments Company (SEIC) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -65.8% vs SPY +80.4% | -140.4% vs SPY +71.0% | 20016323 |
SLB Schlumberger N.V. (SlB) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -77.8% vs SPY +68.4% | -283.8% vs SPY -72.4% | 20016323 |
RPM RPM International Inc. (RPM) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -60.7% vs SPY +85.5% | -99.8% vs SPY +111.6% | 20016323 |
AMGN amgen Inc. (aMgN) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -153.1% vs SPY -6.9% | -165.7% vs SPY +45.7% | 20016323 |
RHHBY Roche Holdings ag Basel american Depositary Shares (RHHBY) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -69.8% vs SPY +76.4% | -73.4% vs SPY +138.0% | 20016323 |
RSG Republic Services, Inc. (RSg) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -169.1% vs SPY -22.8% | -258.0% vs SPY -46.6% | 20016323 |
REGN Regeneron Pharmaceuticals, Inc. (REgN) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -146.2% vs SPY +0.1% | -94.8% vs SPY +116.6% | 20016323 |
QCOM QualCOMM Incorporated (QCOM) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -113.2% vs SPY +33.0% | -166.7% vs SPY +44.7% | 20016323 |
PEG Public Service Enterprise group Incorporated (PEg) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -54.8% vs SPY +91.5% | -93.7% vs SPY +117.7% | 20016323 |
PRU Prudential Financial, Inc. (PRu) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -76.3% vs SPY +70.0% | -236.4% vs SPY -25.0% | 20016323 |
PGR Progressive Corporation (PgR) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -234.1% vs SPY -87.9% | -255.0% vs SPY -43.6% | 20016323 |
PG Procter & gamble Company (Pg) | Sale Owner: Self | $15,001 - $50,000 | 02/20/2020 | 04/05/2020 | -52.1% vs SPY +94.1% | -63.4% vs SPY +148.0% | 20016323 |
PPG PPg Industries, Inc. (PPg) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -15.8% vs SPY +130.4% | -59.6% vs SPY +151.8% | 20016323 |
PNC PNC Financial Services group, Inc. (PNC) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -90.0% vs SPY +56.3% | -207.9% vs SPY +3.5% | 20016323 |
AMZN amazon.com, Inc. (aMZN) | Sale Owner: Self | $15,001 - $50,000 | 02/20/2020 | 04/05/2020 | -132.9% vs SPY +13.4% | -151.0% vs SPY +60.4% | 20016323 |
PM Philip Morris International Inc (PM) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -231.3% vs SPY -85.1% | -276.1% vs SPY -64.7% | 20016323 |
PFE Pfizer, Inc. (PFE) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -22.0% vs SPY +124.3% | -26.5% vs SPY +184.9% | 20016323 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -17.0% vs SPY +129.2% | -28.6% vs SPY +182.8% | 20016323 |
PH Parker-Hannifin Corporation (PH) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -378.8% vs SPY -232.6% | -688.2% vs SPY -476.8% | 20016323 |
ORCL Oracle Corporation (ORCl) | Sale Owner: Self | $15,001 - $50,000 | 02/20/2020 | 04/05/2020 | -150.2% vs SPY -4.0% | -169.7% vs SPY +41.7% | 20016323 |
NVDA NVIDIa Corporation (NVDa) | Sale Owner: Self | $15,001 - $50,000 | 02/20/2020 | 04/05/2020 | -2596.5% vs SPY -2450.2% | -2999.5% vs SPY -2788.1% | 20016323 |
NVO Novo Nordisk a/S (NVO) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -47.9% vs SPY +98.3% | -52.7% vs SPY +158.7% | 20016323 |
NVS Novartis ag (NVS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -115.0% vs SPY +31.2% | -133.0% vs SPY +78.4% | 20016323 |
NTRS Northern Trust Corporation (NTRS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -105.5% vs SPY +40.7% | -156.9% vs SPY +54.6% | 20016323 |
MO altria group, Inc. (MO) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -185.7% vs SPY -39.5% | -239.8% vs SPY -28.4% | 20016323 |
NSC Norfolk Southern Corporation (NSC) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -84.4% vs SPY +61.8% | -151.3% vs SPY +60.1% | 20016323 |
NEE NextEra Energy, Inc. (NEE) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -44.3% vs SPY +101.9% | -69.6% vs SPY +141.8% | 20016323 |
MNST Monster Beverage Corporation (MNST) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -168.1% vs SPY -21.9% | -225.0% vs SPY -13.6% | 20016323 |
MDLZ Mondelez International, Inc. - Class a (MDlZ) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -31.3% vs SPY +114.9% | -48.1% vs SPY +163.3% | 20016323 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Self | $15,001 - | 02/20/2020 | 04/05/2020 | -198.6% vs SPY -52.4% | -233.2% vs SPY -21.8% | 20016323 |
MET Metlife, Inc. (MET) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -139.8% vs SPY +6.4% | -309.3% vs SPY -97.9% | 20016323 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -126.8% vs SPY +19.4% | -131.1% vs SPY +80.3% | 20016323 |
MDT Medtronic plc. Ordinary Shares (MDT) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -5.9% vs SPY +140.3% | -27.3% vs SPY +184.1% | 20016323 |
MCD McDonald's Corporation (MCD) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -43.3% vs SPY +103.0% | -73.0% vs SPY +138.4% | 20016323 |
MMC Marsh & Mclennan Companies, Inc. (MMC) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | n/a | n/a | 20016323 |
GOOG alphabet Inc. - Class C Capital Stock (gOOg) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -270.1% vs SPY -123.8% | -373.3% vs SPY -161.9% | 20016323 |
MTB M&T Bank Corporation (MTB) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -62.6% vs SPY +83.6% | -166.2% vs SPY +45.2% | 20016323 |
LVS las Vegas Sands Corp. (lVS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | +37.8% vs SPY +184.0% | -1.0% vs SPY +210.4% | 20016323 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -115.8% vs SPY +30.4% | -127.7% vs SPY +83.7% | 20016323 |
IBM International Business Machines Corporation (IBM) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -126.1% vs SPY +20.1% | -197.8% vs SPY +13.6% | 20016323 |
ITW Illinois Tool Works Inc. (ITW) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -77.0% vs SPY +69.2% | -121.0% vs SPY +90.4% | 20016323 |
HON Honeywell International Inc. (HON) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -44.1% vs SPY +102.2% | -93.2% vs SPY +118.2% | 20016323 |
HD Home Depot, Inc. (HD) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -59.6% vs SPY +86.7% | -104.6% vs SPY +106.8% | 20016323 |
HAS Hasbro, Inc. (HaS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -53.1% vs SPY +93.2% | -112.6% vs SPY +98.8% | 20016323 |
HIG Hartford Financial Services group, Inc. (HIg) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -168.9% vs SPY -22.7% | -357.2% vs SPY -145.8% | 20016323 |
GOOGL alphabet Inc. - Class a (gOOgl) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -272.7% vs SPY -126.5% | -377.9% vs SPY -166.4% | 20016323 |
GILD gilead Sciences, Inc. (gIlD) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -220.8% vs SPY -74.6% | -174.0% vs SPY +37.4% | 20016323 |
GD general Dynamics Corporation (gD) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -134.7% vs SPY +11.5% | -226.4% vs SPY -15.0% | 20016323 |
FIS Fidelity National Information Services, Inc. (FIS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | +71.0% vs SPY +217.3% | +63.2% vs SPY +274.6% | 20016323 |
FDS FactSet Research Systems Inc. (FDS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -18.0% vs SPY +128.3% | -33.4% vs SPY +178.0% | 20016323 |
FB Facebook, Inc. - Class a (FB) | Sale Owner: Self | $15,001 - $50,000 | 02/20/2020 | 04/05/2020 | -16.0% vs SPY +8.9% | -16.0% vs SPY +8.9% | 20016323 |
XOM Exxon Mobil Corporation (XOM) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -293.9% vs SPY -147.7% | -482.6% vs SPY -271.2% | 20016323 |
EXPD Expeditors International of Washington, Inc. (EXPD) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -191.8% vs SPY -45.6% | -218.2% vs SPY -6.8% | 20016323 |
ETR Entergy Corporation (ETR) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -108.6% vs SPY +37.7% | -194.8% vs SPY +16.6% | 20016323 |
LLY Eli lilly and Company (llY) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -966.5% vs SPY -820.3% | -969.4% vs SPY -758.0% | 20016323 |
BABA alibaba group Holding limited american Depositary Shares each representing eight Ordinary share (BaBa) | Sale Owner: Self | $15,001 - $50,000 | 02/20/2020 | 04/05/2020 | +51.1% vs SPY +197.3% | +45.7% vs SPY +257.1% | 20016323 |
EIX Edison International (EIX) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -6.4% vs SPY +139.9% | -52.9% vs SPY +158.5% | 20016323 |
DD DuPont de Nemours, Inc. (DD) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -165.2% vs SPY -19.0% | -291.3% vs SPY -79.9% | 20016323 |
DOV Dover Corporation (DOV) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -96.3% vs SPY +49.9% | -174.5% vs SPY +36.9% | 20016323 |
DFS Discover Financial Services (DFS) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | n/a | n/a | 20016323 |
DE Deere & Company (DE) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2020 | 04/05/2020 | -339.4% vs SPY -193.2% | -405.0% vs SPY -193.6% | 20016323 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.