LATEST
Report: 1 transaction
1 purchases and 0 sales dated 20 Apr 2023 to 20 Apr 2023; none matched to a ticker. No ticker appears for the first time.
What changed in the latest report
Each row is one posting date. Counts come from the rows Tracked Money read from that day's reports; "first time" means the ticker is in no earlier report.
2 reports: 1 transaction
1 purchases and 0 sales dated 15 Dec 2022 to 15 Dec 2022; none matched to a ticker. No ticker appears for the first time.
Report: 1 transaction
1 purchases and 0 sales dated 29 Nov 2022 to 29 Nov 2022; none matched to a ticker. No ticker appears for the first time.
Report: 3 transactions
3 purchases and 0 sales dated 3 Nov 2022 to 3 Nov 2022; none matched to a ticker. No ticker appears for the first time.
2 reports: 4 transactions
2 purchases and 2 sales dated 13 Sep 2022 to 29 Sep 2022; none matched to a ticker. No ticker appears for the first time.
When the trades happened
| Month | Trades |
|---|---|
| May 2021 | 16 |
| Jun 2021 | 1 |
| Jul 2021 | 0 |
| Aug 2021 | 12 |
| Sep 2021 | 0 |
| Oct 2021 | 0 |
| Nov 2021 | 0 |
| Dec 2021 | 0 |
| Jan 2022 | 1 |
| Feb 2022 | 4 |
| Mar 2022 | 1 |
| Apr 2022 | 0 |
| May 2022 | 0 |
| Jun 2022 | 0 |
| Jul 2022 | 0 |
| Aug 2022 | 0 |
| Sep 2022 | 17 |
| Oct 2022 | 0 |
| Nov 2022 | 4 |
| Dec 2022 | 1 |
| Jan 2023 | 0 |
| Feb 2023 | 0 |
| Mar 2023 | 0 |
| Apr 2023 | 1 |
Buying or selling?
BUY 29
29 SELL
What stocks does Sherman own and trade most?
The 3 tickers traded most often in the reports. A 278-T lists transactions, not holdings, and gives sizes as ranges, so a count shows activity rather than position size. Select one to chart it below.
BuysSells
Trades against the share price
Weekly closing price for each of the most-traded stocks, with every buy (green) and sell (orange) placed at its trade date.
SPDR Gold Trust · weekly close0 buys · 6 sells · +121.3% since May 2021
BuySell
What if you had copied Sherman's trades?
We only publish a return when at least 70% of filings can be priced; Wendy R. Sherman's reports are at 13% today. See the Executive Branch strategy (+68.0% past year) instead.
How Sherman compares
| Official | Trades | Stocks | Buy share | Days to file |
|---|---|---|---|---|
| Wendy R. Sherman | 58 | 3 | 50% | 43 |
| Executive branch, median officialmedian of 22 filers | 53 | 20 | 38% | 63 |
| Congress, median membermedian of 127 filers | 126 | 37 | 50% | 27 |
| Most active in Congress, past 12 months: Gilbert Cisneros | 2,699 | 710 | 57% | 27 |
Every disclosed trade
All 58 rows, newest trade first. Amounts are the ranges the form discloses; each links to its source report.
| Traded | Filed | Asset | Type | Amount |
|---|---|---|---|---|
| 2023-04-20 | 2023-12-22 | Massachusetts St WtrRes Auth Green | Purchase | $1,001 - $15,000 |
| 2022-12-15 | 2023-02-07 | Weston Mass Genl Oblig | Purchase | $1,001 - $15,000 |
| 2022-11-29 | 2022-12-23 | Massachusetts St Consolidated LN Genl Oblig Ser- C | Purchase | $15,001 - $50,000 |
| 2022-11-03 | 2022-12-09 | United States Treasury Bill | Purchase | $50,001 - $100,000 |
| 2022-11-03 | 2022-12-09 | United States Treasury Bill | Purchase | $50,001 - $100,000 |
| 2022-11-03 | 2022-12-09 | United States Treasury Bill | Purchase | $50,001 - $100,000 |
| 2022-09-30 | 2022-11-03 | CONS STAPLES SEL SECT SPDR FD | Purchase | $1,001 - $15,000 |
| 2022-09-30 | 2022-11-03 | ISHARES 3-7 YR Treasury BD EFT | Purchase | $50,001 - $100,000 |
| 2022-09-30 | 2022-11-03 | ISHARES CORE TOTAL BOND ETF | Purchase | $1,001 - $15,000 |
| 2022-09-30 | 2022-11-03 | iShares Core Total USD Bond Market ETF | Purchase | $15,001 - $50,000 |
| 2022-09-30 | 2022-11-03 | ISHARES CORE U.S. AGGREGATE | Sale | $50,001 - $100,000 |
| 2022-09-30 | 2022-11-03 | SCWAB U.S. LARGE-CAP VALUE | Purchase | $1,001 - $15,000 |
| 2022-09-30 | 2022-11-03 | VANGUARD SHORT TERM BND | Purchase | $1,001 - $15,000 |
| 2022-09-29 | 2022-12-06 | New Bedford Mass Genl Oblig | Purchase | $100,001 - $250,000 |
| 2022-09-29 | 2022-11-03 | AQR MNGD FUTURES STRAT 1 | Sale | $15,001 - $50,000 |
| 2022-09-29 | 2022-11-03 | AQR MNGD FUTURES STRAT 1 | Sale | $15,001 - $50,000 |
| 2022-09-29 | 2022-11-03 | AQR MNGD FUTURES STRAT 1 | Sale | $1,001 - $15,000 |
| 2022-09-29 | 2022-11-03 | T ROWE PRICE BLUE CHIP GR | Sale | $1,001 - $15,000 |
| 2022-09-29 | 2022-11-03 | T ROWE PRICE BLUE CHIP GR | Sale | $1,001 - $15,000 |
| 2022-09-29 | 2022-11-03 | WCM FOCUSED INTL GWTH INST | Sale | $1,001 - $15,000 |
| 2022-09-21 | 2022-12-06 | Massachusetts St Dev Fin Agy Rev | Sale | $100,001 - $250,000 |
| 2022-09-15 | 2022-12-06 | Quincy Mass Genl Oblig Ser-C | Purchase | $50,001 - $100,000 |
| 2022-09-13 | 2022-12-06 | Massachusetts St Transn Fd Rev | Sale | $50,001 - $100,000 |
| 2022-03-03 | 2022-05-10 | Orange Mass Genl Oblig | Purchase | $1,001 - $15,000 |
| 2022-02-02 | 2022-03-23 | SPSM SPDR Portfolio S&P 600 Small Cap ETF | Sale | $1,001 - $15,000 |
Showing 25 of 58
Questions people ask
Does Sherman have to disclose stock trades?
Yes. Senior executive-branch officials, including the President, must report securities transactions over $1,000 on OGE Form 278-T, generally within 45 days of the trade. The Office of Government Ethics publishes the reports.
How many stock trades has Sherman disclosed?
Tracked Money has read 58 transactions from 15 OGE 278-T reports posted between 20 Jul 2021 and 22 Dec 2023, with trade dates from 7 May 2021 to 20 Apr 2023.
What stocks does Sherman own?
The 278-T lists transactions, not holdings. The stocks traded most often in these reports are SPDR Gold Trust (GLD), Champlain Mid Cap Fund Institutional Shares (CIPIX), SPDR Portfolio S&P 600 Small Cap ETF (SPSM). Holdings appear on the annual OGE Form 278e financial disclosure, which this page does not cover.
How quickly do Sherman's trades become public?
The median trade on this page became public 43 days after it happened, measured from the trade date to the day OGE posted the report. Amounts are disclosed as ranges, not exact figures.
Method and sources
Every row on this page is read from an OGE Form 278-T periodic transaction report published by the U.S. Office of Government Ethics. The reports are scanned or e-filed PDFs; Tracked Money reads each row's asset, type, trade date and amount range, and matches company names to ticker symbols. Rows it cannot match (bonds, funds, unmatched names) are kept with the name as filed. The filing date is the day OGE posted the report, the first day anyone could read it.
- OGE officials' individual disclosures search
- Wendy R. Sherman's 16 reports:22 Dec 2023 (1 rows) · 7 Feb 2023 (1 rows) · 7 Feb 2023 (1 rows) · 23 Dec 2022 (1 rows) · 9 Dec 2022 (3 rows) · 6 Dec 2022 (4 rows) · 6 Dec 2022 (4 rows) · 3 Nov 2022 (13 rows) · 10 May 2022 (1 rows) · 23 Mar 2022 (4 rows) · 8 Mar 2022 (1 rows) · 31 Aug 2021 (12 rows) · 28 Aug 2021 (0 rows) · 27 Aug 2021 (1 rows) · 20 Jul 2021 (8 rows) · 20 Jul 2021 (8 rows)
Last checked
28 Sep 2026Last time Tracked Money checked OGE for new 278-T reports.
Reports read
16 of 16Every report OGE has posted as a PDF for this official. 15 yielded transaction rows, posted 20 Jul 2021 to 22 Dec 2023.
Tickers matched
8 of 58Rows matched to a ticker symbol. The rest are listed by name and left out of the charts.
Reports OGE releases only on written request (Form 201) are not included. Amounts are statutory ranges, not exact figures. The page is generated from the filing data; the wording is templated, not written per report.