Wendy Sherman stock trades

Deputy Secretary, Department of State · Executive branch · last report Dec 22, 2023

Every stock trade Wendy Sherman disclosed to the Office of Government Ethics, 2021–2023, each linked to its report · Source · RSS feed

Transactions
5930 buys / 29 sells
Distinct tickers
0Stocks traded
Buys / sells, 90 days
0 / 0By report date
Typical days to public
43dMedian, from the trade to the day OGE listed the report
Last trade
Apr 20, 2023Most recent transaction date

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Transactions

Trade dateAssetTypeAmountLagPublicFiling
Apr 20, 20231 Massachusetts St WtrRes Auth Green Endnotes Summary of ContentsBuy$1K–$15K246dDec 22PDF
Dec 15, 20221 Weston Mass Genl Oblig Endnotes Summary of ContentsBuy$1K–$15K54dFeb 7PDF
Nov 29, 20221 Massachusetts St Consolidated LN Genl Oblig Ser- C EndnotesBuy$15K–$50K24dDec 23PDF
Nov 3, 2022United States Treasury BillBuy$50K–$100K36dDec 9PDF
Nov 3, 2022United States Treasury BillBuy$50K–$100K36dDec 9PDF
Nov 3, 20223 United States Treasury Bill Endnotes Summary of ContentsBuy$50K–$100K36dDec 9PDF
Sep 29, 2022New Bedford Mass Genl ObligBuy$100K–$250K68dDec 6PDF
Sep 21, 2022Massachusetts St Dev Fin Agy RevSell$100K–$250K76dDec 6PDF
Sep 15, 20224 Quincy Mass Genl Oblig Ser-C Endnotes Summary of ContentsBuy$50K–$100K82dDec 6PDF
Sep 13, 2022Massachusetts St Transn Fd RevSell$50K–$100K84dDec 6PDF
Sep 30, 2022ISHARES 3-7 YR Treasury BD EFTBuy$50K–$100K34dNov 3PDF
Sep 30, 2022ISHARES CORE U.S. AGGREGATESell$50K–$100K34dNov 3PDF
Sep 30, 2022VANGUARD SHORT TERM BNDBuy$1K–$15K34dNov 3PDF
Sep 30, 2022iShares Core Total USD Bond Market ETFBuy$15K–$50K34dNov 3PDF
Sep 30, 2022CONS STAPLES SEL SECT SPDR FDBuy$1K–$15K34dNov 3PDF
Sep 30, 2022ISHARES CORE TOTAL BOND ETFBuy$1K–$15K34dNov 3PDF
Sep 30, 2022SCWAB U.S. LARGE-CAP VALUEBuy$1K–$15K34dNov 3PDF
Sep 29, 2022WCM FOCUSED INTL GWTH INSTSell$1K–$15K35dNov 3PDF
Sep 29, 2022AQR MNGD FUTURES STRAT 1Sell$15K–$50K35dNov 3PDF
Sep 29, 2022T ROWE PRICE BLUE CHIP GRSell$1K–$15K35dNov 3PDF
Sep 29, 2022AQR MNGD FUTURES STRAT 1Sell$1K–$15K35dNov 3PDF
Sep 29, 2022AQR MNGD FUTURES STRAT 1Sell$15K–$50K35dNov 3PDF
Sep 29, 202213 T ROWE PRICE BLUE CHIP GR EndnotesSell$1K–$15K35dNov 3PDF
Mar 3, 20221 Orange Mass Genl Oblig Endnotes Summary of ContentsBuy$1K–$15K68dMay 10PDF
Feb 2, 2022iShares Core Total USD Bond Market ETFSell$1K–$15K49dMar 23PDF
Feb 2, 20224 SPDR Portfolio S&P 600 Small Cap ETF EndnotesSell$1K–$15K49dMar 23PDF
Feb 1, 2022Invesco Premier InstSell$1K–$15K50dMar 23PDF
Feb 1, 2022WCM Focused Intl GWTH InstSell$1K–$15K50dMar 23PDF
Jan 4, 20221 Massachusetts ST WTR RES AUTH GREEN Endnotes Summary of ContentsBuy$15K–$50K63dMar 8PDF
Aug 17, 2021Champlain Mid Cap Fund Institutional SharesBuy$15K–$50K14dAug 31PDF
Aug 17, 2021WCM Focused Intl Gwth InstBuy$15K–$50K14dAug 31PDF
Aug 17, 2021Vanguard Dividend Appreciation xxBuy$15K–$50K14dAug 31PDF
Aug 17, 2021IShares Edge MSCI US Momentum xxBuy$1K–$15K14dAug 31PDF
Aug 17, 2021Matthews Asia Dividend Inst xxBuy$1K–$15K14dAug 31PDF
Aug 17, 2021Vanguard Dividend Appreciation xxBuy$15K–$50K14dAug 31PDF
Aug 17, 2021IShares Russell Midcap V ETFBuy$1K–$15K14dAug 31PDF
Aug 17, 2021Schwab US DVD Equity ETFBuy$1K–$15K14dAug 31PDF
Aug 17, 2021WCM Focused Intl Gwth InstBuy$1K–$15K14dAug 31PDF
Aug 17, 2021IShares Edge MSCI Min Vol EmerSell$1K–$15K14dAug 31PDF
Aug 17, 2021WCM Focused Intl Grth InstBuy$1K–$15K14dAug 31PDF
Aug 17, 202112 IShares Edge MSCI Min Vol Emer EndnotesSell$1K–$15K14dAug 31PDF
date not stated1 Gardner Mass Genl Oblig Endnotes Summary of ContentsBuy$15K–$50KunclearAug 28PDF
Jun 24, 20211 Massachusetts St Transn FD Rev EndnotesBuy$50K–$100K64dAug 27PDF
May 19, 2021SPDR GOLD TR GOLD SHSSell$50K–$100K62dJul 20PDF
May 19, 2021SPDR Gold TR Gold SHSSell$1K–$15K62dJul 20PDF
May 19, 2021SPDR Gold TR Gold SHSSell$15K–$50K62dJul 20PDF
May 19, 20218 Blackrock Health Science Opp 1 EndnotesSell$15K–$50K62dJul 20PDF
May 19, 2021SPDR GOLD TR GOLD SHSSell$50K–$100K62dJul 20PDF
May 19, 2021SPDR Gold TR Gold SHSSell$1K–$15K62dJul 20PDF
May 19, 2021SPDR Gold TR Gold SHSSell$15K–$50K62dJul 20PDF
May 19, 20218 Blackrock Health Science Opp 1 EndnotesSell$15K–$50K62dJul 20PDF
May 18, 2021Vanguard Health Care INVSell$50K–$100K63dJul 20PDF
May 18, 2021Vanguard Health Care INVSell$50K–$100K63dJul 20PDF
May 17, 2021Vanguard Health Care INVSell$15K–$50K64dJul 20PDF
May 17, 2021Vanguard Health Care INVSell$15K–$50K64dJul 20PDF
May 7, 2021Matthews Asia Divident Inv Class IV ShareSell$15K–$50K74dJul 20PDF
May 7, 2021Matthews Asia Dividend Inst Class 1 ShareBuy$15K–$50K74dJul 20PDF
May 7, 2021Matthews Asia Divident Inv Class IV ShareSell$15K–$50K74dJul 20PDF
May 7, 2021Matthews Asia Dividend Inst Class 1 ShareBuy$15K–$50K74dJul 20PDF

Source

Each trade is a line of a periodic transaction report filed under the STOCK Act, read from the report itself and linked to it. Three offices publish them, and all three are read here every hour: the House Clerk for representatives, the Senate Office of Public Records for senators, and the Office of Government Ethics for the President, the Vice President and Senate-confirmed officials (OGE Form 278-T). OGE links some officials’ reports and releases the rest on request; only linked reports are here.

The Act requires a report within 45 days of the trade; the lag counts the days from the trade to the day the report became public. Reports give each amount as a range. Amendments are marked and not counted as late; trades a later report withdrew are left out. The President’s reports and some House reports are scans of paper forms: a scanned value that does not read with certainty is shown as not read, never guessed, and the report is one click away. “Since” is the stock’s move from the trade date’s close to the latest daily close.

The same trades are in the OptimistFi MCP server’s get_congress_trades tool, by filer or by stock, for each chamber: connect it. Every House trade is free to download as CSV or JSON, and every trade here can be followed by RSS: the data.

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