Mikie Sherrill

Representative NJ-11 Democrat 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 .

Trading

Disclosed trades

358

Since Q2 '22

Purchases

16%

Share of disclosed trades

Avg. disclosure lag

48.4 days

Median 41 days

Filed past 45-day deadline

8.7%

STOCK Act deadline

Concentration

UBS is about 47% of the disclosed dollars

By the midpoints of the disclosed ranges, 14 UBS trades add up to about $3.4M of $7.1M.

Trade size

91% of trades were $15,000 or less

Those 327 trades carry about 34.7% of the disclosed dollars, by the midpoints of the ranges.

Timeliness

91% of trades were disclosed within 45 days

The median trade was disclosed 41 days after it was made, and 31 of 358 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress

Source: periodic transaction reports, machine-readable only.

UBS is the most traded stock

Trades per stock Purchases Sales

1.7% of trades carry 32% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are 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.

Latest net worth (band)

-$246.9K – $17.7M

Rank by disclosed net worth

#130 of 640

Reporting year

2024

Disclosed assets

Disclosed liabilities

Disclosed net worth band, 2021 to 2024

Band from annual financial disclosures, by reporting year Band maximum Band minimum

Source: annual financial disclosure reports, electronically filed only.

2021 2022 2023 2024 2025 — not e-filed

Year	Filed	Net worth band	Assets	Liabilities
2024	2025-08-13	-$246.9K – $17.7M	75	3
2023	2024-07-11	-$6.4M – $10.2M	72	3
2022	2023-05-15	-$6.6M – $10M	94	3
2021	2022-05-14	-$11.7M – $8.8M	91	5

Recent stock trades

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 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)	Sell	JT	$100K - $250K	2022-04-06	28d
2021-03-09	UBS UBS Group AG 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)	Sell	SP	$250K - $500K	2021-04-01	23d
2020-06-01	UBS UBS Group AG 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)	Sell	SP UBS 401K	$50K - $100K	2021-12-03	550d late
2020-04-29	UBS UBS Group AG 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)	Sell	SP UBS 401K	$100K - $250K	2021-12-03	583d late
2020-02-21	FDRR ST · Fidelity Dividend ETF for Rising Rates (FDRR)	Buy	—	$100K - $250K	2020-04-05	44d
2020-02-21	IGV ST · iShares Expanded Tech-Software Sector ETF (IgV)	Buy	—	$100K - $250K	2020-04-05	44d
2020-02-21	NULG ST · Nuveen ESg large-Cap growth ETF (Nulg)	Buy	—	$100K - $250K	2020-04-05	44d
2020-02-21	SCHD ST · Schwab uS Dividend Equity ETF (SCHD)	Buy	—	$100K - $250K	2020-04-05	44d
2020-02-21	SPYG ST · SPDR Series Trust SPDR Portfolio S&P 500 growth ETF (SPYg)	Buy	—	$100K - $250K	2020-04-05	44d
2020-02-20	RSG Republic Services, Inc. ST · Republic Services, Inc. (RSg)	Sell	—	$1K - $15K	2020-04-05	45d
2020-02-20	BLK BlackRock, Inc. BlackRock, Inc. (BlK)	Sell	—	$1K - $15K	2020-04-05	45d
2020-02-20	UTX Ultratrex Inc. united Technologies Corporation (uTX)	Sell	—	$1K - $15K	2020-04-05	45d
2020-02-20	EIX Edison International Edison International (EIX)	Sell	—	$1K - $15K	2020-04-05	45d
2020-02-20	VNO Vornado Realty Trust ST · Vornado Realty Trust (VNO)	Sell	—	$1K - $15K	2020-04-05	45d
2020-02-20	BABA Alibaba Group Holding Ltd alibaba group Holding limited american Depositary Shares each representing eight Ordinary share (BaBa)	Sell	—	$15K - $50K	2020-04-05	45d
2020-02-20	CMS Cms Energy Corp CMS Energy Corporation (CMS)	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 2026-10-23. 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 (2026-10-23). 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.

Stock	Est. shares	Est. value	Weight
GILD Gilead Sciences, Inc.	136	$21.2K	85.3%
SEIC Sei Investments Co	7	$720	2.9%
CL Colgate Palmolive Co	7	$616	2.5%
VTR Ventas, Inc.	6	$548	2.2%
BLK BlackRock, Inc.	1	$1.1K	4.5%
GD General Dynamics Corp	1	$218	0.9%
REGN Regeneron Pharmaceuticals, Inc.	0	$346	1.4%
MTB M&T Bank Corp	0	$93	0.4%

Assets and liabilities

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

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

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

Explore Congress disclosures

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Congress portfolio performance Compare estimated returns reconstructed from disclosed trades.