Congress Trades

Coverage gap. Senate eFD: the last 13 checks failed; last successful check Oct 23. New filings from this source are not coming in. Newest Senate eFD filing on this site: 2026-10-21.

Source status

Mikie Sherrill

DDemocratHouseNJ-11Former memberTerm Jan 3, 2025 – Nov 20, 2025
Follow (RSS)Official site Wikipedia Bioguide disclosures-clerk.house.gov

Filing statistics

Official dates; averages are derived
Filed on time
26%
133 of 179 trades late · slowest 583 days
Avg filing frequency
Every 158 days
13 filings
Since last filing
606 days
Mar 10, 2025
Transactions
182
31 buys · 151 sells · 21 in review

Whale profile Estimated

Whale watch
Whale score
—/ 100

Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count.

12-month volume
$0
0 trades · midpoints
Largest trade
$250,001 - $500,000
Median midpoint $8K
All-time volume
$4.6M
171 trades
Late filings
133
Filed after the STOCK Act deadline
Hindsight 15% moves
58.6% · 82 of 171
Stock moved 15%+ the trade's way within 30 trading days
Avg 30-day forward return
+17.9%
Sign-adjusted: buys +, sells −

Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated

Unusual activity Estimated

Whale watch
  • 54Hindsight movePublic Apr 21, 2025 · traded Mar 7, 2025

    UBS fell 19% in the 30 trading days after Rep. Mikie Sherrill (joint account)'s partial sale (hindsight)

    DMikie SherrillUBSFiling
    Details
    Politician
    Mikie Sherrill
    Ticker
    UBS
    Asset
    UBS Group AG Registered Ordinary Shares (UBS)
    Tx type
    partial_sale
    Traded
    Mar 7, 2025
    Filed
    Mar 10, 2025
    Amount low
    $250K
    Amount high
    $500K
    Range midpoint (estimate)
    $375K
    Disclosed range
    $250,001 - $500,000
    Reporting lag days
    3
    Owner type
    joint
    Is whale
    Yes
    Entry date
    Mar 7, 2025
    Entry close
    34.15
    Exit date
    Apr 21, 2025
    Exit close
    27.61
    Forward return
    -19.2%
    Sign adjusted return
    +19.2%
    N trading days
    30
    Hindsight
    Yes
    Measured from
    trade date
    Public from
    Apr 21, 2025
    Method version
    2026-11-03
  • 44Whale tradePublic Mar 10, 2025 · traded Mar 7, 2025

    Mikie Sherrill (joint account) partially sold $250K–$500K of UBS

    DMikie SherrillUBSFiling
    Details
    Politician
    Mikie Sherrill
    Ticker
    UBS
    Asset
    UBS Group AG Registered Ordinary Shares (UBS)
    Tx type
    partial_sale
    Traded
    Mar 7, 2025
    Filed
    Mar 10, 2025
    Amount low
    $250K
    Amount high
    $500K
    Range midpoint (estimate)
    $375K
    Disclosed range
    $250,001 - $500,000
    Reporting lag days
    3
    Owner type
    joint
    Is whale
    Yes
    Public from
    Mar 10, 2025
    Method version
    2026-11-03

Estimated portfolio Estimated

Full portfolio
$986,484
30-day change
-$30.4K -3.0%
Return vs S&P 500 proxy
+67.6% vs +94.6%
Return index · 100 = break-even13 positions · as of Nov 5, 2026

Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated

Top holdings Estimated

  • IGV
    iShares Expanded Tech-Software Sector ETF
    34.0%
    $335.4K
  • FDRR
    Fidelity Dividend ETF for Rising Rates
    33.0%
    $325.3K
  • SCHD
    Schwab U.S. Dividend Equity ETF
    32.4%
    $319.5K
  • GILD
    Gilead Sciences, Inc.
    0.1%
    $1.4K
  • BLK
    BlackRock, Inc.
    0.1%
    $1.2K
  • RHHBY
    Roche Holding AG
    0.1%
    $788
  • SEIC
    SEI Investments Company
    0.1%
    $741
  • CL
    Colgate-Palmolive Company
    0.1%
    $647
  • VTR
    Ventas, Inc.
    0.1%
    $562
  • REGN
    Regeneron Pharmaceuticals, Inc.
    0.0%
    $389

Sector allocation Estimated

  • ETF
    99.4%
    $980.3K
  • Healthcare
    0.3%
    $2.6K
  • Financial Services
    0.2%
    $2K
  • Consumer Defensive
    0.1%
    $647
  • Real Estate
    0.1%
    $562
  • Industrials
    0.0%
    $223
  • Technology
    0.0%
    $194

Trades

Best buys after disclosure vs the S&P 500 Estimated

Since the disclosure · shares only
Disclosed trades
TickerAssetTypeOwnerAmountvs S&P EstimatedTradedFiledSource
XOMExxon Mobil Corporation (XOM)BuySelf$1,001 - $15,000+57.3%Jan 21, 2020Feb 19, 202029dFiling
GILDgilead Sciences, Inc. (gIlD)BuySelf$1,001 - $15,000+32.2%Jan 21, 2020Feb 19, 202029dFiling
AMZNamazon.com, Inc. (aMZN)BuySelf$1,001 - $15,000+23.2%Jan 15, 2020Feb 19, 202035dFiling

Worst buys after disclosure vs the S&P 500 Estimated

Since the disclosure · shares only
Disclosed trades
TickerAssetTypeOwnerAmountvs S&P EstimatedTradedFiledSource
VNOVornado Realty Trust (VNO)BuySelf$1,001 - $15,000-160.9%Jan 21, 2020Feb 19, 202029dFiling
PFEPfizer, Inc. (PFE)BuySelf$1,001 - $15,000-129.7%Jan 21, 2020Feb 19, 202029dFiling
BMYBristol-Myers Squibb Company (BMY)BuySelf$1,001 - $15,000-120.6%Jan 21, 2020Feb 19, 202029dFiling

Totals: $1.1M bought and $3.5M sold (range midpoints); first trade Aug 2, 2019, last trade Mar 7, 2025. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.