Congress Trades

Mikie Sherrill

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

Filing statistics

Official dates; averages are derived
Avg reporting time
45 days
Median 45 days · 45-day limit
Avg filing frequency
Every 158 days
13 filings
Since last filing
563 days
Mar 10, 2025
Transactions
159
13 buys · 146 sells · 22 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 $8K
All-time volume
$3.6M
149 trades
Late filings
14
Reporting lag over the STOCK Act's 45 days
Well-timed rate
69.0% · 78 of 149
±15% within 30 trading days
Avg 30-day forward return
+22.9%
Sign-adjusted: buys +, sells −

Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date. Late filings are counted from official dates only. How this is calculated

Unusual activity Estimated

Whale watch
  • 54Well timedMar 7, 2025

    Rep. Mikie Sherrill's UBS partial sale avoided a 19% drop over 30 days

    DMikie SherrillUBSFiling
    Details
    Politician
    Mikie Sherrill
    Ticker
    UBS
    Asset
    UBS Group AG Registered Ordinary Shares (UBS)
    Tx type
    partial_sale
    Tx date
    Mar 7, 2025
    Filing date
    Mar 10, 2025
    Amount low
    $250K
    Amount high
    $500K
    Amount mid
    $375K
    Disclosed range
    $250,001 - $500,000
    Reporting lag days
    3
    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
  • 44Whale tradeMar 7, 2025

    Mikie Sherrill 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
    Tx date
    Mar 7, 2025
    Filing date
    Mar 10, 2025
    Amount low
    $250K
    Amount high
    $500K
    Amount mid
    $375K
    Disclosed range
    $250,001 - $500,000
    Reporting lag days
    3
    Is whale
    Yes

Estimated portfolio Estimated

Full portfolio
$1,002,618
30-day change
-$924 -0.1%
Return vs S&P 500 proxy
+89.6% vs +128.4%
Return index · 100 = break-even4 positions · as of Sep 23, 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
    36.5%
    $366.2K
  • FDRR
    Fidelity Dividend ETF for Rising Rates
    33.5%
    $335.5K
  • SCHD
    Schwab U.S. Dividend Equity ETF
    29.9%
    $300.2K
  • RHHBY
    Roche Holding AG
    0.1%
    $729

Sector allocation Estimated

  • ETF
    99.9%
    $1M
  • Healthcare
    0.1%
    $729

Trades

Totals: $939K bought and $2.7M sold (range midpoints); first trade Aug 2, 2019, last trade Mar 7, 2025. Stats computed Sep 24, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.