Mikie Sherrill

Following their disclosures vs. same money in SPY: -41.0 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	UB UBS	$250K–$500K	2025-03-07	2025-03-10	PDF →
SELL	UB UBS	$50K–$100K	2024-05-14	2024-05-15	PDF →
SELL	UB UBS	$250K–$500K	2024-05-13	2024-05-13	PDF →
SELL	UB UBS	$250K–$500K	2023-03-03	2023-03-03	PDF →
SELL	UB UBS	$100K–$250K	2022-05-23	2022-05-23	PDF →
SELL	UB UBS	$100K–$250K	2022-03-09	2022-04-06	PDF →
SELL	UB UBS	$50K–$100K	2020-06-01	2021-12-03 LATE	PDF →
SELL	UB UBS	$100K–$250K	2020-04-29	2021-12-03 LATE	PDF →
SELL	UB UBS	$250K–$500K	2021-03-09	2021-04-01	PDF →
BUY	SC SCHD	$100K–$250K	2020-02-21	2020-04-05	PDF →
BUY	NU NULG	$100K–$250K	2020-02-21	2020-04-05	PDF →
BUY	FD FDRR	$100K–$250K	2020-02-21	2020-04-05	PDF →
BUY	SP SPYG	$100K–$250K	2020-02-21	2020-04-05	PDF →
BUY	IG IGV	$100K–$250K	2020-02-21	2020-04-05	PDF →
SELL	CO COF	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CE CERN	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CV CVX	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CB CB	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CS CSCO	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CM CME	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CM CMS	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	KO KO	$15K–$50K	2020-02-20	2020-04-05	PDF →
SELL	CV CVS	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CO COP	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	CF CFR	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	DA DANOY	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	DE DE	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	DF DFS	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	DO DOV	$1K–$15K	2020-02-20	2020-04-05	PDF →
SELL	DD DD	$1K–$15K	2020-02-20	2020-04-05	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Sherrill still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
SP SPYG		$547K	22.6%	+245.7%	Apr 2020	Feb 2020
NU NULG		$535K	22.1%	+238.1%	Apr 2020	Feb 2020
FD FDRR		$480K	19.8%	+203.8%	Apr 2020	Feb 2020
SC SCHD		$444K	18.3%	+180.5%	Apr 2020	Feb 2020
IG IGV		$416K	17.2%	+163.1%	Apr 2020	Feb 2020

Filings 23 on file · every disclosure Sherrill has made