Mikie Sherrill
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +7.2% | -0.1% | +7.3% |
| 1 month | +6.5% | +0.8% | +5.6% |
| 1 quarter | -2.3% | +10.3% | -12.6% |
| Year to date | +11.3% | +9.6% | +1.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-13 | -$246.9K – $18.4M |
| 2023 | 2024-07-11 | -$6.4M – $10.9M |
| 2022 | 2023-05-15 | -$6.6M – $10M |
| 2021 | 2022-05-14 | -$11.7M – $8.8M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-03-07 | UBS | Sell | JT | $250K - $500K | 2025-03-10 | 3d |
| 2024-05-14 | UBS | Sell | JT | $50K - $100K | 2024-05-15 | 1d |
| 2024-05-13 | UBS | Sell | JT | $250K - $500K | 2024-05-13 | 0d |
| 2023-03-03 | UBS | Sell | SP | $250K - $500K | 2023-03-03 | 0d |
| 2022-05-23 | UBS | Sell | JT | $100K - $250K | 2022-05-23 | 0d |
| 2022-03-09 | UBS | Sell | JT | $100K - $250K | 2022-04-06 | 28d |
| 2021-03-09 | UBS | Sell | SP | $250K - $500K | 2021-04-01 | 23d |
| 2020-06-01 | UBS | Sell | SP | $50K - $100K | 2021-12-03 | 550d late |
| 2020-04-29 | UBS | Sell | SP | $100K - $250K | 2021-12-03 | 583d late |
| 2020-02-20 | VNO | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | RSG | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | MSFT | Sell | — | $0 - $15K | 2020-04-05 | 45d |
| 2020-02-20 | HON | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | BLK | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | VTR | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | ABT | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | ACN | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | APD | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | ARE | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | BABA | Sell | — | $15K - $50K | 2020-04-05 | 45d |
| 2020-02-20 | GOOGL | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | MO | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | AMZN | Sell | — | $15K - $50K | 2020-04-05 | 45d |
| 2020-02-20 | AMGN | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | ADI | Sell | — | $1K - $15K | 2020-04-05 | 45d |