Congressional stock trades · Member
Mikie Sherrill
Former representative · NJ-11 · Democrat
181 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 6 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-03-10 | 2025-03-07 | 3 | Joint | UBSUBS Group AG Registered Ordinary Shares | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-05-15 | 2024-05-14 | 1 | Joint | UBSUBS Group AG Registered Ordinary Shares | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2024-05-13 | 2024-05-13 | 0 | Joint | UBSUBS Group AG Registered Ordinary Shares | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2023-03-03 | 2023-03-03 | 0 | Spouse | UBSUBS Group AG Registered Ordinary Shares | Sale | $250,001 - $500,000 | Clerk → |
| 2022-05-23 | 2022-05-23 | 0 | Joint | UBSUBS Group AG Registered Ordinary Shares | Sale | $100,001 - $250,000 | Clerk → |
| 2022-04-06 | 2022-03-09 | 28 | Joint | UBSUBS group Ag Registered Ordinary Shares | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2021-12-03 | 2020-06-01 | 550 ·>45 | Spouse | UBSUBS group Ag Registered Ordinary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2021-12-03 | 2020-04-29 | 583 ·>45 | Spouse | UBSUBS group Ag Registered Ordinary Shares | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2021-04-01 | 2021-03-09 | 23 | Spouse | UBSUBS group Ag Registered Ordinary Shares | Sale | $250,001 - $500,000 | Clerk → |
| 2020-04-05 | 2020-02-21 | 44 | Member | IShares Expanded Tech-Software Sector ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-04-05 | 2020-02-21 | 44 | Member | Fidelity Dividend ETF for Rising Rates | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-04-05 | 2020-02-21 | 44 | Member | Nuveen ESG Large-Cap growth ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-04-05 | 2020-02-21 | 44 | Member | Schwab US Dividend Equity ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-04-05 | 2020-02-21 | 44 | Member | SPDR Series Trust SPDR Portfolio S&P 500 growth ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ITWIllinois Tool Works Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ADIAnalog Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | DOVDover Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | YUMCYum China Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PNCPNC Financial Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | TXNTexas Instruments Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CBChubb limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | REGNRegeneron Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CMCSAComcast Corporation - Class a | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PEGPublic Service Enterprise group Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | SWKStanley Black & Decker, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | LLYEli lilly and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | VTRVentas, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | HIGHartford Financial Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | NVONovo Nordisk A/S | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | VFCV.F. Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CFRCullen/Frost Bankers, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | GILDGilead Sciences, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | Cerner Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | Varian Medical Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | NSCNorfolk Southern Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ETREntergy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | AREAlexandria Real Estate Equities, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | AJGArthur J. gallagher & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CMSCMS Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | SPGSimon Property group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | Discover Financial Services | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ADSKAutodesk, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | YUMYum! Brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | VVisa Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | NVDANVIDIA Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | XELXcel Energy Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | Roche Holdings ag Basel american Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | BACBank of america Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | AMGNAmgen Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | GOOGLAlphabet Inc. - Class a | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MCDMcDonald's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | EIXEdison International | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | VLOValero Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | METAFacebook, Inc. - Class a | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ORCLOracle Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | DDDuPont de Nemours, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | RTXUnited Technologies Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MRSHMarsh & Mclennan Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MTBM&T Bank Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | METMetlife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ABTAbbott laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | SLBSchlumberger N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | NVSNovartis ag | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | IBMInternational Business Machines Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CLColgate-Palmolive Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | TROWT. Rowe Price group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | UNHUnitedHealth group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | EXPDExpeditors International of Washington, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | DEDeere & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | APDAir Products and Chemicals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | HASHasbro, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | VNOVornado Realty Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | CMECME group Inc. - Class a | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ADPAutomatic Data Processing, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | RSGRepublic Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | BDXBecton, Dickinson and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | WHWyndham Hotels & Resorts, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | SEICSEI Investments Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MNSTMonster Beverage Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | LVSLas Vegas Sands Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PPGPPG Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PHParker-Hannifin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | AvalonBay Communities, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | WFCWells Fargo & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PMPhilip Morris International Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | Danone Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | BABAAlibaba group Holding limited american Depositary Shares each representing eight Ordinary share | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MDLZMondelez International, Inc. - Class a | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | TFCTruist Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | COFCapital One Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | BMYBristol-Myers Squibb Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PGProcter & gamble Company | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | FDSFactSet Research Systems Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | MOAltria group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | KOCoca-Cola Company | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | BXPBoston Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | GDGeneral Dynamics Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PRUPrudential Financial, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | QCOMQUALCOMM Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | USBU.S. Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | ACNAccenture plc Class a Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | NTRSNorthern Trust Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-05 | 2020-02-20 | 45 | Member | TRVThe Travelers Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-23 | 2020-02-06 | 46 ·>45 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $770.32 | Clerk → |
| 2020-02-19 | 2020-02-04 | 15 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-27 | 23 | Member | MTBM&T Bank Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | VTRVentas, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | GILDGilead Sciences, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | PRUPrudential Financial, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | BMYBristol-Myers Squibb Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | VNOVornado Realty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-21 | 29 | Member | PMPhilip Morris International Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-15 | 35 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-15 | 35 | Member | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-15 | 35 | Member | CLColgate-Palmolive Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-15 | 35 | Member | SLBSchlumberger N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-19 | 2020-01-15 | 35 | Member | SEICSEI Investments Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2020-01-02 | 8 | Member | Roche Holdings ag Basel american Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-30 | 11 | Member | QCOMQUALCOMM Incorporated | Sale | $614.71 | Clerk → |
| 2020-01-10 | 2019-12-27 | 14 | Member | QCOMQUALCOMM Incorporated | Sale | $442.93 | Clerk → |
| 2020-01-10 | 2019-12-23 | 18 | Member | AXPAmerican Express Company | Sale | $497.08 | Clerk → |
| 2020-01-10 | 2019-12-23 | 18 | Member | QCOMQUALCOMM Incorporated | Sale | $443.07 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | VNOVornado Realty Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | DDDuPont de Nemours, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | BMYBristol-Myers Squibb Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | VTRVentas, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | GILDGilead Sciences, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | MTBM&T Bank Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | PMPhilip Morris International Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | PRUPrudential Financial, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-18 | 23 | Member | GDGeneral Dynamics Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-12 | 29 | Member | CLColgate-Palmolive Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-12 | 29 | Member | REGNRegeneron Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-12 | 29 | Member | SLBSchlumberger N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-12 | 29 | Member | SEICSEI Investments Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-11-25 | 39 | Member | Tiffany & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-11-18 | 46 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-11-18 | 46 ·>45 | Member | CVSCVS Health Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-10-30 | 65 ·>45 | Member | BDXBecton, Dickinson and Company | Sale | $509.87 | Clerk → |
| 2020-01-03 | 2019-10-22 | 73 ·>45 | Member | MSFTMicrosoft Corporation | Sale | $412.82 | Clerk → |
| 2020-01-03 | 2019-10-17 | 78 ·>45 | Member | TXNTexas Instruments Incorporated | Sale | $778.09 | Clerk → |
| 2020-01-03 | 2019-10-17 | 78 ·>45 | Member | MSFTMicrosoft Corporation | Sale | $976.45 | Clerk → |
| 2020-01-03 | 2019-10-04 | 91 ·>45 | Member | Roche Holdings ag Basel american Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-10-03 | 92 ·>45 | Member | Roche Holdings ag Basel american Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-09-11 | 114 ·>45 | Member | MSFTMicrosoft Corporation | Sale | $678.84 | Clerk → |
| 2020-01-03 | 2019-09-11 | 114 ·>45 | Member | CMECME group Inc. - Class a | Sale | $405.92 | Clerk → |
| 2020-01-03 | 2019-08-29 | 127 ·>45 | Member | RTXUnited Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-08-13 | 143 ·>45 | Member | VLOValero Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-08-07 | 149 ·>45 | Member | RTXUnited Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-03 | 2019-08-02 | 154 ·>45 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2020 report.
185 assets with a value on the report filed 2021-08-13, 90 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| ABTAbbott Laboratories | Stock | Joint | None |
| ACNAccenture plc Class A Ordinary Shares | Stock | Joint | None |
| APDAir Products and Chemicals, Inc. | Stock | Joint | None |
| AREAlexandria Real Estate Equities, Inc. | Stock | Joint | None |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Stock | Joint | None |
| GOOGLAlphabet Inc. - Class A | Stock | Joint | None |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | None |
| AMZNAmazon.com, Inc. | Stock | Joint | None |
| AMGNAmgen Inc. | Stock | Joint | None |
| ADIAnalog Devices, Inc. | Stock | Joint | None |
| AAPLApple Inc. | Stock | Joint | None |
| AJGArthur J. Gallagher & Co. | Stock | Joint | None |
| ADSKAutodesk, Inc. | Stock | Joint | None |
| ADPAutomatic Data Processing, Inc. | Stock | Joint | None |
| AvalonBay Communities, Inc. | Stock | Joint | None |
| BACBank of America Corporation | Stock | Joint | None |
| BDXBecton, Dickinson and Company | Stock | Joint | None |
| BLKBlackRock, Inc. | Stock | Joint | None |
| BXPBoston Properties, Inc. | Stock | Joint | None |
| BMYBristol-Myers Squibb Company | Stock | Joint | None |
| COFCapital One Financial Corporation | Stock | Joint | None |
| Cerner Corporation | Stock | Joint | None |
| CBChubb Limited | Stock | Joint | None |
| CINFCincinnati Financial Corporation | Stock | Joint | None |
| CSCOCisco Systems, Inc. | Stock | Joint | None |
| CMECME Group Inc. - Class A | Stock | Joint | None |
| CMSCMS Energy Corporation | Stock | Joint | None |
| KOCoca-Cola Company | Stock | Joint | None |
| CLColgate-Palmolive Company | Stock | Joint | None |
| CMCSAComcast Corporation - Class A | Stock | Joint | None |
| COPConocoPhillips | Stock | Joint | None |
| Danone Sponsored ADR | Stock | Joint | None |
| DEDeere & Company | Stock | Joint | None |
| Discover Financial Services | Stock | Joint | None |
| DOVDover Corporation | Stock | Joint | None |
| LLYEli Lilly and Company | Stock | Joint | None |
| EXPDExpeditors International of Washington, Inc. | Stock | Joint | None |
| METAFacebook, Inc. - Class A | Stock | Joint | None |
| FDSFactSet Research Systems Inc. | Stock | Joint | None |
| Fidelity Diversified International A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity Diversified International I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Dividend & Income A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity New Insights A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity New Insights I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Strategic Dividend & Income I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Diversified International A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity Diversified International I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Dividend & Income A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity New Insights A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity New Insights I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Strategic Dividend & Income I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Diversified International A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity Diversified International I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity New Insights A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity New Insights A | Fund | Dependent | $15,001 - $50,000 |
| Fidelity New Insights I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Strategic Dividend & Income I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Diversified International A | Fund | Dependent | $15,001 - $50,000 |
| Fidelity Diversified International I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Dividend & Income A | Fund | Dependent | $15,001 - $50,000 |
| Fidelity New Insights A | Fund | Dependent | $50,001 - $100,000 |
| Fidelity New Insights I | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Strategic Dividend & Income I | Fund | Dependent | $1,001 - $15,000 |
| FISFidelity National Information Services, Inc. | Stock | Joint | None |
| GDGeneral Dynamics Corporation | Stock | Joint | None |
| HIGHartford Financial Services Group, Inc. | Stock | Joint | None |
| HDHome Depot, Inc. | Stock | Joint | None |
| HONHoneywell International Inc. | Stock | Joint | None |
| ITWIllinois Tool Works Inc. | Stock | Joint | None |
| iShares Core High Dividend ETF | Stock | Joint | $100,001 - $250,000 |
| iShares Core S&P 500 ETF | Stock | Joint | $100,001 - $250,000 |
| iShares MSCI ACWI ex US Index Fund | Stock | Joint | $100,001 - $250,000 |
| iShares MSCI EAFE ETF | Stock | Joint | $250,001 - $500,000 |
| iShares Russell 1000 Growth ETF | Stock | Joint | $100,001 - $250,000 |
| iShares Russell 1000 Value ETF | Stock | Joint | None |
| iShares S&P 500 Growth ETF | Stock | Joint | $100,001 - $250,000 |
| JNJJohnson & Johnson | Stock | Joint | None |
| JPMorgan Diversified Return Global Equity ETF | Stock | Joint | None |
| LVSLas Vegas Sands Corp. | Stock | Joint | None |
| MTBM&T Bank Corporation | Stock | Joint | None |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Joint | None |
| Mass Mutual Whole Life Legacy 100 | Other | Member | $50,001 - $100,000 |
| Mass Mutual Whole Life Legacy 100 | Other | Member | $15,001 - $50,000 |
| Mass Mutual Whole Life Legacy 100 | Other | Spouse | $100,001 - $250,000 |
| Mass Mutual Whole Life Legacy 100 | Other | Spouse | $100,001 - $250,000 |
| MCDMcDonald's Corporation | Stock | Joint | None |
| MDTMedtronic plc. Ordinary Shares | Stock | Joint | None |
| MRKMerck & Company, Inc. Common Stock | Stock | Joint | None |
| METMetLife, Inc. | Stock | Joint | None |
| MSFTMicrosoft Corporation | Stock | Joint | None |
| MDLZMondelez International, Inc. - Class A | Stock | Joint | None |
| MNSTMonster Beverage Corporation | Stock | Joint | None |
| NEENextEra Energy, Inc. | Stock | Joint | None |
| NSCNorfolk Southern Corporation | Stock | Joint | None |
| NTRSNorthern Trust Corporation | Stock | Joint | None |
| NVSNovartis AG | Stock | Joint | None |
| NVONovo Nordisk A/S | Stock | Joint | None |
| NVDANVIDIA Corporation | Stock | Joint | None |
| NY Saves 529 | Fund | Dependent | $15,001 - $50,000 |
| NY Saves 529 | Fund | Dependent | $15,001 - $50,000 |
| ORCLOracle Corporation | Stock | Joint | None |
| PHParker-Hannifin Corporation | Stock | Joint | None |
| PEPPepsico, Inc. | Stock | Joint | None |
| PMPhilip Morris International Inc | Stock | Joint | None |
| PNCPNC Financial Services Group, Inc. | Stock | Joint | None |
| PPGPPG Industries, Inc. | Stock | Joint | None |
| PGProcter & Gamble Company | Stock | Joint | None |
| PGRProgressive Corporation | Stock | Joint | None |
| PEGPublic Service Enterprise Group Incorporated | Stock | Joint | None |
| QCOMQUALCOMM Incorporated | Stock | Joint | None |
| REGNRegeneron Pharmaceuticals, Inc. | Stock | Joint | None |
| RSGRepublic Services, Inc. | Stock | Joint | None |
| Roche Holdings AG Basel American Depositary Shares | Stock | Joint | None |
| iShares Core MSCI EAFE ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Stock | Spouse | $15,001 - $50,000 |
| iShares Core MSCI Europe ETF | Stock | Spouse | $15,001 - $50,000 |
| iShares Core S&P Small-Cap ETF | Stock | Spouse | $15,001 - $50,000 |
| iShares MSCI Eurozone ETF | Stock | Spouse | $15,001 - $50,000 |
| Ishares MSCI India ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares MSCI Japan Index Fund | Stock | Spouse | $15,001 - $50,000 |
| iShares MSCI United Kingdom ETF | Stock | Spouse | $1,001 - $15,000 |
| JPMorgan BetaBuilders Developed Asia-ex Japan ETF | Stock | Spouse | $15,001 - $50,000 |
| Materials Select Sector SPDR | Stock | Spouse | $1,001 - $15,000 |
| Real Estate Select Sector SPDR Fund | Stock | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Consumer Discretionary | Stock | Spouse | $15,001 - $50,000 |
| SPDR Select Sector Fund - Consumer Staples | Stock | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Energy Select Sector | Stock | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Financial | Stock | Spouse | $15,001 - $50,000 |
| SPDR Select Sector Fund - Health Care | Stock | Spouse | $15,001 - $50,000 |
| SPDR Select Sector Fund - Industrial | Stock | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Utilities | Stock | Spouse | $1,001 - $15,000 |
| The Communication Services Select Sector SPDR Fund | Stock | Spouse | $15,001 - $50,000 |
| Vanguard Growth ETF | Stock | Spouse | $15,001 - $50,000 |
| Vanguard Information Tech ETF | Stock | Spouse | $15,001 - $50,000 |
| Vanguard Mid-Cap ETF | Stock | Spouse | $50,001 - $100,000 |
| Vanguard Value ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Stock | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Stock | Member | $1,001 - $15,000 |
| iShares Core MSCI Europe ETF | Stock | Member | $1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF | Stock | Member | $1,001 - $15,000 |
| iShares MSCI Eurozone ETF | Stock | Member | $1,001 - $15,000 |
| Ishares MSCI India ETF | Stock | Member | $1,001 - $15,000 |
| iShares MSCI Japan Index Fund | Stock | Member | $1,001 - $15,000 |
| iShares MSCI United Kingdom ETF | Stock | Member | $1,001 - $15,000 |
| JPMorgan BetaBuilders Developed Asia-ex Japan ETF | Stock | Member | $1,001 - $15,000 |
| Materials Select Sector SPDR | Stock | Member | $1,001 - $15,000 |
| Real Estate Select Sector SPDR Fund | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Consumer Discretionary | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Consumer Staples | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Energy Select Sector | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Financial | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Industrial | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Utilities | Stock | Member | $1,001 - $15,000 |
| The Communication Services Select Sector SPDR Fund | Stock | Member | $1,001 - $15,000 |
| Vanguard Growth ETF | Stock | Member | $1,001 - $15,000 |
| Vanguard Information Tech ETF | Stock | Member | $1,001 - $15,000 |
| Vanguard Mid-Cap ETF | Stock | Member | $15,001 - $50,000 |
| Vanguard Value ETF | Stock | Member | $1,001 - $15,000 |
| RPMRPM International Inc. | Stock | Joint | None |
| SEICSEI Investments Company | Stock | Joint | None |
| GLDSPDR Gold Trust | Stock | Joint | $15,001 - $50,000 |
| SPYSPDR S&P 500 | Stock | Joint | $250,001 - $500,000 |
| SPDR Select Sector Fund - Technology | Stock | Joint | $100,001 - $250,000 |
| SWKStanley Black & Decker, Inc. | Stock | Joint | None |
| SBUXStarbucks Corporation | Stock | Joint | None |
| TROWT. Rowe Price Group, Inc. | Stock | Joint | None |
| TXNTexas Instruments Incorporated | Stock | Joint | None |
| Tiffany & Co. | Stock | Joint | None |
| TFCTruist Financial Corporation | Stock | Joint | None |
| USBU.S. Bancorp | Stock | Joint | None |
| Vanguard Target Retirement 2035 | Fund | Spouse | $250,001 - $500,000 |
| UBSUBS Group AG Registered Ordinary Shares | Stock | Joint | None |
| RTXUnited Technologies Corporation | Stock | Joint | None |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | None |
| USAA Checking | Other | Joint | $50,001 - $100,000 |
| USAA Savings | Other | Joint | $1,001 - $15,000 |
| VFCV.F. Corporation | Stock | Joint | None |
| Vanguard Growth ETF | Stock | Joint | None |
| Varian Medical Systems, Inc. | Stock | Joint | None |
| VZVerizon Communications Inc. | Stock | Joint | None |
| VVisa Inc. | Stock | Joint | None |
| WMTWalmart Inc. | Stock | Joint | None |
| XELXcel Energy Inc. | Stock | Joint | None |
| YUMCYum China Holdings, Inc. | Stock | Joint | None |
| YUMYum! Brands, Inc. | Stock | Joint | None |
How reports are read: holdings methodology.