Mikie Sherrill
Representative
NJ-11
2024 disclosure
Mikie Sherrill (NJ-11) disclosed a net worth range between -$246.9K and $17.7M in their 2024 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
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.
Latest net worth (band)
-$246.9K – $17.7M
Rank by disclosed net worth
Reporting year
2024
Disclosed assets
75
Disclosed liabilities
3
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-13 | -$246.9K – $17.7M |
| 2023 | 2024-07-11 | -$6.4M – $10.2M |
| 2022 | 2023-05-15 | -$6.6M – $10M |
| 2021 | 2022-05-14 | -$11.7M – $8.8M |
Disclosed assets
The assets Mikie Sherrill itemised in their 2024 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
75
Total disclosed (band)
$6.3M – $19.4M
| Description | Type | Income | Value |
|---|---|---|---|
| Brokerage 90126 ⇒ UBS Prime Reserves Fund (UPRXX) | MF |
$50K - $100K
Dividends
|
$1M - $5M |
| Townhouse | RP |
$15K - $50K
Rent
|
$1M - $5M |
| Brokerage 90126 ⇒ SPDR S&P 500 (SPY) | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| UBS 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) | MF |
Tax-Deferred
|
$500K - $1M |
| Brokerage 90126 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Brokerage 90126 ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Brokerage 90126 ⇒ Vanguard Mid-Cap ETF (VO) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Brokerage 90126 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Brokerage 90126 ⇒ iShares MSCI EAFE ETF (EFA) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Brokerage 90126 ⇒ iShares Russell 1000 Growth ETF (IWF) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Brokerage 90126 ⇒ iShares S&P 500 Growth ETF (IVW) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100 | WU | — | $250K - $500K |
| USAA - CD | BA |
$5K - $15K
Interest
|
$250K - $500K |
| Brokerage 90126 ⇒ iShares Core High Dividend ETF (HDV) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Brokerage 90126 ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100 | WU | — | $100K - $250K |
| Brokerage 90126 ⇒ Vanguard Utilities ETF (VPU) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100 | WU | — | $50K - $100K |
| Mass Mutual ⇒ Mass Mutual Whole Life Legacy 15 Pay | WU | — | $50K - $100K |
| Rollover IRA 90127 ⇒ Vanguard Information Tech ETF (VGT) | EF |
Tax-Deferred
|
$50K - $100K |
| Rollover IRA 90127 ⇒ Vanguard Mid-Cap ETF (VO) | EF |
Tax-Deferred
|
$50K - $100K |
| Rollover IRA 90127 ⇒ iShares Core S&P Small-Cap ETF (IJR) | EF |
Tax-Deferred
|
$50K - $100K |
| The Rebecca Michelle Sherrill 2014 Irrevocable Family Trust ⇒ Mass Mutual Whole Life Legacy 100 | WU | — | $50K - $100K |
| USAA - Checking | BA | — | $50K - $100K |
| Brokerage 90126 ⇒ SPDR Gold Trust (GLD) | EF | — | $15K - $50K |
| Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (UBS) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Health Care (XLV) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Industrial (XLI) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ The Communication Services Select Sector SPDR Fund (XLC) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ Vanguard Growth ETF (VUG) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ Vanguard Value ETF (VTV) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ iShares Core MSCI Europe ETF (IEUR) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ iShares MSCI Eurozone ETF (EZU) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ iShares MSCI Japan Index Fund (EWJ) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 90127 ⇒ iShares MSCI United Kingdom ETF (EWU) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 95031 ⇒ Vanguard Information Tech ETF (VGT) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 95031 ⇒ Vanguard Mid-Cap ETF (VO) | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA 95031 ⇒ iShares Core S&P Small-Cap ETF (IJR) | EF |
Tax-Deferred
|
$15K - $50K |
| Brokerage 90126 ⇒ UBS Bank USA Dep Acct | BA | — | $1K - $15K |
| Fidelity - UTMA ⇒ Fidelity New York AMT Tax-Free Money Market Fund (FSNXX) | MF | — | $1K - $15K |
| Rollover IRA 90127 ⇒ IRA Cash | BA |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ Ishares MSCI India ETF (INDA) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ Materials Select Sector SPDR (XLB) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ Real Estate Select Sector SPDR Fund (XLRE) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Utilities (XLU) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 90127 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ IRA Cash | BA |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ Ishares MSCI India ETF (INDA) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ Materials Select Sector SPDR (XLB) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ Real Estate Select Sector SPDR Fund (XLRE) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Health Care (XLV) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Industrial (XLI) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ SPDR Select Sector Fund - Utilities (XLU) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ The Communication Services Select Sector SPDR Fund (XLC) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ Vanguard Growth ETF (VUG) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ Vanguard Value ETF (VTV) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ iShares Core MSCI Europe ETF (IEUR) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ iShares MSCI Eurozone ETF (EZU) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ iShares MSCI Japan Index Fund (EWJ) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA 95031 ⇒ iShares MSCI United Kingdom ETF (EWU) | EF |
Tax-Deferred
|
$1K - $15K |
| USAA - Savings | BA | — | $1K - $15K |
| USAA - Savings | BA | — | $1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2024 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
3
Total disclosed (band)
$1.8M – $6.5M
| Description | Amount owed |
|---|---|
| Residential Mortgage (UBS) | $1M - $5M |
| Residential Mortgage (UBS) | $500K - $1M |
| Residential Mortgage (UBS) | $250K - $500K |
Recent stock trades
Disclosed trades
416
Avg. disclosure lag
47.1 days
Filed past 45-day deadline
4.3%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-03-07 | UBS ST · UBS Group AG Registered Ordinary Shares (UBS) | Sell | JT Brokerage 90126 | $250K - $500K | 2025-03-10 | 3d |
| 2024-05-14 | UBS ST · UBS Group AG Registered Ordinary Shares (UBS) | Sell | JT Brokerage 90126 | $50K - $100K | 2024-05-15 | 1d |
| 2024-05-13 | UBS ST · UBS Group AG Registered Ordinary Shares (UBS) | Sell | JT Brokerage 90126 | $250K - $500K | 2024-05-13 | 0d |
| 2023-03-03 | UBS ST · UBS Group AG Registered Ordinary Shares (UBS) | Sell | SP EquatePlus | $250K - $500K | 2023-03-03 | 0d |
| 2022-05-23 | UBS ST · UBS Group AG Registered Ordinary Shares (UBS) | Sell | JT Brokerage 90126 | $100K - $250K | 2022-05-23 | 0d |
| 2022-03-09 | UBS uBS group Ag Registered Ordinary Shares (uBS) | Sell | JT | $100K - $250K | 2022-04-06 | 28d |
| 2022-03-09 | UBS ST · uBS group Ag Registered Ordinary Shares (uBS) F IlINg S TATuS : New | Sell | JT | $100K - $250K | 2022-04-06 | 28d |
| 2021-03-09 | UBS uBS group Ag Registered Ordinary Shares (uBS) | Sell | SP | $250K - $500K | 2021-04-01 | 23d |
| 2021-03-09 | UBS ST · uBS group Ag Registered Ordinary Shares (uBS) F IlINg S TATuS : New | Sell | SP | $250K - $500K | 2021-04-01 | 23d |
| 2020-06-01 | UBS UBS group Ag Registered Ordinary Shares (UBS) | Sell | SP | $50K - $100K | 2021-12-03 | 550d late |
| 2020-06-01 | UBS ST · UBS group Ag Registered Ordinary Shares (UBS) F IlINg S TATUS : New S UBHOlDINg O F : UBS 401K | Sell | SP | $50K - $100K | 2021-12-03 | 550d late |
| 2020-04-29 | UBS UBS group Ag Registered Ordinary Shares (UBS) | Sell | SP | $100K - $250K | 2021-12-03 | 583d late |
| 2020-04-29 | UBS ST · UBS group Ag Registered Ordinary Shares (UBS) F IlINg S TATUS : New S UBHOlDINg O F : UBS 401K | Sell | SP | $100K - $250K | 2021-12-03 | 583d late |
| 2020-02-21 | FDRR ST · Fidelity Dividend ETF for Rising Rates (FDRR) F IlINg S TaTuS : New | Buy | — | $100K - $250K | 2020-04-05 | 44d |
| 2020-02-21 | IGV ST · iShares Expanded Tech-Software Sector ETF (IgV) F IlINg S TaTuS : New | Buy | — | $100K - $250K | 2020-04-05 | 44d |
| 2020-02-21 | NULG ST · Nuveen ESg large-Cap growth ETF (Nulg) F IlINg S TaTuS : New | Buy | — | $100K - $250K | 2020-04-05 | 44d |
| 2020-02-21 | SCHD ST · Schwab uS Dividend Equity ETF (SCHD) F IlINg S TaTuS : New | Buy | — | $100K - $250K | 2020-04-05 | 44d |
| 2020-02-21 | SPYG ST · SPDR Series Trust SPDR Portfolio S&P 500 growth ETF (SPYg) F IlINg S TaTuS : New | Buy | — | $100K - $250K | 2020-04-05 | 44d |
| 2020-02-20 | YUM ST · Yum! Brands, Inc. (YuM) F IlINg S TaTuS : New | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | YUMC ST · Yum China Holdings, Inc. (YuMC) F IlINg S TaTuS : New | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | MO ST · altria group, Inc. (MO) F IlINg S TaTuS : New | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | AMZN ST · amazon.com, Inc. (aMZN) F IlINg S TaTuS : New | Sell | — | $15K - $50K | 2020-04-05 | 45d |
| 2020-02-20 | AMGN ST · amgen Inc. (aMgN) F IlINg S TaTuS : New | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | ADI ST · analog Devices, Inc. (aDI) F IlINg S TaTuS : New | Sell | — | $1K - $15K | 2020-04-05 | 45d |
| 2020-02-20 | AAPL ST · apple Inc. (aaPl) F IlINg S TaTuS : New | Sell | — | $1K - $15K | 2020-04-05 | 45d |
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 2026-09-08. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
17 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.