Mikie SherrillFiling
Annual Report | Filed on 11 Jul 2024
This congressional financial disclosure from Mikie Sherrill (annual report) filed on July 11, 2024 contains 36 stock trades including FPUIX, XLU, VTTHX, VPU, UBS. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
Want to automatically copy Pelosi trades?
Mirror Nancy Pelosi's portfolio with just one click on eToro.
Free asset at sign up • Eligible regions only
Live portfolio tracking
Automatic rebalancing
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Not available in the US.
Past Performance is not an indication of future results.
*Free asset promotion available at sign up in eligible regions only. Terms and conditions apply.
Politician Name
Mikie SherrillFiling Type
Annual Report
Filed Date
11 Jul 2024
Transactions
36 transactions
Fidelity Diversified Inte... | S | 16 Aug 2023 | $15,001 - $50,000 | Dependent Child. L: NH |
Fidelity Dividend & Incom... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
Fidelity Strategic Divide... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
FPUIX | P | 16 Aug 2023 | $250,001 - $500,000 | Dependent Child |
Fidelity Strategic Divide... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity Dividend & Incom... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
Fidelity Dividend & Incom... | S | 16 Aug 2023 | $15,001 - $50,000 | Dependent Child. L: NH |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
FPUIX | P | 16 Aug 2023 | $100,001 - $250,000 | Dependent Child |
Fidelity New Insights A [... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $15,001 - $50,000 | Dependent Child. L: NH |
Fidelity Strategic Divide... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity Dividend & Incom... | S | 16 Aug 2023 | $15,001 - $50,000 | Dependent Child. L: NH |
Fidelity New Insights I [... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
FPUIX | P | 16 Aug 2023 | $100,001 - $250,000 | Dependent Child |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity New Insights A [... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
Fidelity New Insights I [... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity New Insights A [... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity New Insights I [... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity New Insights I [... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
FPUIX | P | 16 Aug 2023 | $100,001 - $250,000 | Dependent Child |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
Fidelity Strategic Divide... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity Diversified Inte... | S | 16 Aug 2023 | $1,001 - $15,000 | Dependent Child. L: NH |
Fidelity New Insights A [... | S | 16 Aug 2023 | $50,001 - $100,000 | Dependent Child. L: NH |
XLU | S | 15 Aug 2023 | $50,001 - $100,000 | Joint |
VPU | P | 15 Aug 2023 | $50,001 - $100,000 | Joint |
NY Saves Disciplined Grow... | S | 21 Jun 2023 | $15,001 - $50,000 | Dependent Child. L: NY |
NY Saves Income Portfolio... | S | 21 Jun 2023 | $1,001 - $15,000 | Dependent Child. L: NY |
NY Saves Conservative Gro... | S | 21 Jun 2023 | $15,001 - $50,000 | Dependent Child. L: NY |
UBS | S | 3 Mar 2023 | $250,001 - $500,000 | Spouse. Shares received as compensation (employee benefit). |
VTTHX | P | 22 Feb 2023 | $1,001 - $15,000 | Spouse |
VTTHX | P | 17 Feb 2023 | $15,001 - $50,000 | Spouse |