House · Democrat · NJ-11 · in the House since 2019 · Latest annual report · sherrill.house.gov
From the annual report filed Jan 2, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| RBC Unit Award [RS] | Over $1M | Spouse |
| SPDR S&P 500 (SPY) [EF] | $500K – $1M | Joint |
| Vanguard Target Retirement 2035 Fund (VTTHX) [MF] | $500K – $1M | Spouse |
| UBS Prime Reserves Fund (UPRXX) [MF] | $500K – $1M | Joint |
| iShares S&P 500 Growth ETF (IVW) [EF] | $250K – $500K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Mar 7, 2025 | UBS Group AG | Partial sale · Stock | $250K – $500K | Joint | Filing |
| May 14, 2024 | UBS Group AG | Partial sale · Stock | $50K – $100K | Joint | Filing |
| May 13, 2024 | UBS Group AG | Partial sale · Stock | $250K – $500K | Joint | Filing |
| Mar 3, 2023 | UBS Group AG | Sale · Stock | $250K – $500K | Spouse | Filing |
| May 23, 2022 | UBS Group AG | Sale · Stock | $100K – $250K | Joint | Filing |
| Mar 9, 2022 | UBS Group AG | Partial sale · Stock | $100K – $250K | Joint | Filing |
| Mar 9, 2021 | UBS Group AG | Sale · Stock | $250K – $500K | Spouse | Filing |
| Jun 1, 2020 | UBS Group AG | Sale · Stock | $50K – $100K | Spouse | Filing |
| Apr 29, 2020 | UBS Group AG | Partial sale · Stock | $100K – $250K | Spouse | Filing |
| Feb 21, 2020 | Not linked to a company SPDR Series Trust SPDR Portfolio S&P 500 growth ETF (SPYg) | Buy · Stock | $100K – $250K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Mar 10, 2025 | iShares Europe ETF (IEV) | Buy · ETF | $15K – $50K | Joint | 2025 Annual Report filed Jan 2, 2026 |
| Mar 10, 2025 | Invesco QQQ Trust, Series 1 (QQQ) | Buy · ETF | $15K – $50K | Joint | 2025 Annual Report filed Jan 2, 2026 |
| Mar 10, 2025 | SPDR S&P 500 (SPY) | Buy · ETF | $50K – $100K | Joint | 2025 Annual Report filed Jan 2, 2026 |
| Aug 2, 2024 | Vanguard Mid-Cap ETF (VO) | Buy · ETF | $1K – $15K | Self | 2024 Annual Report filed Aug 13, 2025 |
| Aug 2, 2024 | iShares Core S&P Small-Cap ETF (IJR) | Buy · ETF | $15K – $50K | Spouse | 2024 Annual Report filed Aug 13, 2025 |
From Mikie Sherrill's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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