House
Mikie Sherrill
—
Transactions
300
Total transactions associated with this filer
Disclosed purchases
38
$533.0K – $1.7M
Average modeled return
+109.9%
36 of 38 purchases modeled
Average vs. S&P 500
-45.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
36 of 38 disclosed purchases have modeled returns for this period. 2 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP/TX | Aug 13, 2019 | Nov 6, 2026 | +475.5% | +179.1% | +296.4% |
| GILD | GILEAD SCIENCES, INC. | Jan 21, 2020 | Nov 6, 2026 | +242.0% | +144.1% | +97.9% |
| XOM | ExxonMobil Holdings Corp | Jan 21, 2020 | Nov 6, 2026 | +230.8% | +144.1% | +86.7% |
| PM | Philip Morris International Inc. | Jan 21, 2020 | Nov 6, 2026 | +210.1% | +144.1% | +66.0% |
| AMZN | AMAZON COM INC | Jan 15, 2020 | Nov 6, 2026 | +178.5% | +146.4% | +32.1% |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | Feb 21, 2020 | Nov 6, 2026 | +166.0% | +142.5% | +23.5% |
| XOM | ExxonMobil Holdings Corp | Jun 17, 2019 | Nov 6, 2026 | +205.0% | +183.5% | +21.5% |
| BLK | BlackRock, Inc. | Jan 21, 2020 | Nov 6, 2026 | +161.8% | +144.1% | +17.7% |
| NULG | Nuveen ESG Large-Cap Growth ETF (NULG) | Feb 21, 2020 | Nov 6, 2026 | +145.0% | +142.5% | +2.5% |
| JNJ | JOHNSON & JOHNSON | Nov 18, 2019 | Nov 6, 2026 | +148.2% | +160.4% | -12.3% |
| SCHD | Schwab US Dividend Equity ETF | Feb 21, 2020 | Nov 6, 2026 | +130.1% | +142.5% | -12.3% |
| REGN | REGENERON PHARMACEUTICALS, INC. | Jan 15, 2020 | Nov 6, 2026 | +133.6% | +146.4% | -12.8% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Feb 4, 2020 | Nov 6, 2026 | +127.0% | +145.8% | -18.7% |
| GD | GENERAL DYNAMICS CORP | Jan 21, 2020 | Nov 6, 2026 | +125.1% | +144.1% | -19.0% |
| FDRR | Fidelity Dividend ETF for Rising Rates | Feb 21, 2020 | Nov 6, 2026 | +121.3% | +142.5% | -21.1% |
| DD | DuPont de Nemours, Inc. | Jan 21, 2020 | Nov 6, 2026 | +115.4% | +144.1% | -28.7% |
| CVX | CHEVRON CORP | Apr 12, 2019 | Nov 6, 2026 | +145.7% | +182.7% | -37.0% |
| IGV | iShares Expanded Tech-Software Sector ETF | Feb 21, 2020 | Nov 6, 2026 | +92.6% | +142.5% | -49.9% |
| VTR | Ventas, Inc. | Jan 21, 2020 | Nov 6, 2026 | +91.5% | +144.1% | -52.6% |
| RHHBY | Roche Holding AG | Jan 2, 2020 | Nov 6, 2026 | +82.5% | +148.9% | -66.4% |
| PRU | PRUDENTIAL FINANCIAL INC | Jan 21, 2020 | Nov 6, 2026 | +75.7% | +144.1% | -68.3% |
| RHHBY | Roche Holding AG | Oct 3, 2019 | Nov 6, 2026 | +111.2% | +179.8% | -68.7% |
| RHHBY | Roche Holding AG | Oct 4, 2019 | Nov 6, 2026 | +106.4% | +176.1% | -69.7% |
| SEIC | SEI INVESTMENTS CO | Jan 15, 2020 | Nov 6, 2026 | +75.7% | +146.4% | -70.7% |
| CL | COLGATE PALMOLIVE CO | Jan 15, 2020 | Nov 6, 2026 | +60.8% | +146.4% | -85.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 300 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| UBS | UBS Group AG | Mar 7, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| UBS | UBS Group AG | May 14, 2024 | sale | $50.0K – $100.0K | Filing ↗ |
| UBS | UBS Group AG | May 13, 2024 | sale | $250.0K – $500.0K | Filing ↗ |
| UBS | UBS Group AG | Mar 3, 2023 | sale | $250.0K – $500.0K | Filing ↗ |
| UBS | UBS Group AG | May 23, 2022 | sale | $100.0K – $250.0K | Filing ↗ |
| UBS | UBS Group AG | Mar 9, 2022 | sale | $100.0K – $250.0K | Filing ↗ |
| UBS | UBS Group AG | Mar 9, 2021 | sale | $250.0K – $500.0K | Filing ↗ |
| UBS | UBS Group AG | Jun 1, 2020 | sale | $50.0K – $100.0K | Filing ↗ |
| UBS | UBS Group AG | Apr 29, 2020 | sale | $100.0K – $250.0K | Filing ↗ |
| IGV | iShares Expanded Tech-Software Sector ETF | Feb 21, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
| NULG | Nuveen ESG Large-Cap Growth ETF (NULG) | Feb 21, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | Feb 21, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
| SCHD | Schwab US Dividend Equity ETF | Feb 21, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
| FDRR | Fidelity Dividend ETF for Rising Rates | Feb 21, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Feb 20, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| NVS | NOVARTIS AG | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PGR | PROGRESSIVE CORP/OH/ | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PNC | PNC FINANCIAL SERVICES GROUP, INC. | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PPG | PPG INDUSTRIES INC | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PRU | PRUDENTIAL FINANCIAL INC | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PH | Parker-Hannifin Corp | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| NVO | NOVO NORDISK A S | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MNST | Monster Beverage Corp | Feb 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| ORCL | ORACLE CORP | Feb 20, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians