# Wendy R. Sherman's stock trades: 58 disclosed since 2021

Executive branch · OGE Form 278-T · Updated 22 Dec 2023 · Source: U.S. Office of Government Ethics

Canonical: https://trackedmoney.com/executive/wendy-r-sherman/

## Short answer

As of 28 Sep 2026, Wendy R. Sherman has disclosed 58 securities transactions on OGE Form 278-T, dated May 2021 to Apr 2023: 29 purchases and 29 sales across 3 ticker symbols. The most recent report with readable rows, posted 22 Dec 2023, listed 1 transactions. The most-traded stock is SPDR Gold Trust (GLD), with 6 trades.

## Key facts

- **58 transactions disclosed.** Wendy R. Sherman reported 58 transactions on 15 OGE 278-T reports posted between 20 Jul 2021 and 22 Dec 2023.
- **3 ticker symbols.** The trades span 3 ticker symbols; 50 rows (bonds and assets without a matched ticker) are listed by name only.
- **50% purchases.** 29 of the transactions are purchases and 29 are sales.
- **43 days median delay to public.** Half of Sherman's trades became public within 43 days of the trade date, counting to the day OGE posted the report.

## What changed in the latest report

- **22 Dec 2023: 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.
- **7 Feb 2023: 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.
- **23 Dec 2022: 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.
- **9 Dec 2022: 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.
- **6 Dec 2022: 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

Trades per month, by transaction date.

| 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?

29 purchases (50%) and 29 sales (50%).

## What stocks does Sherman own and trade most?

| Ticker | Company | Buys | Sells | Total |
|---|---|---:|---:|---:|
| GLD | SPDR Gold Trust | 0 | 6 | 6 |
| CIPIX | Champlain Mid Cap Fund Institutional Shares | 1 | 0 | 1 |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0 | 1 | 1 |

## Trades against the share price

- SPDR Gold Trust (GLD): 0 buys · 6 sells · +121.3% since 7 May 2021
- Champlain Mid Cap Fund Institutional Shares (CIPIX): 1 buys · 0 sells · −20.9% since 7 May 2021
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM): 0 buys · 1 sells · +21.8% since 7 May 2021

## 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 (median) |
|---|---:|---:|---:|---:|
| Wendy R. Sherman | 58 | 3 | 50% | 43 |
| Executive branch, median official | 53 | 20 | 38% | 63 |
| Congress, median member | 126 | 37 | 50% | 27 |
| Most active in Congress, past 12 months: Gilbert Cisneros | 2,699 | 710 | 57% | 27 |

The executive median covers the 22 executive officials shown in the Tracked Money app; the Congress median covers 127 House and Senate members shown in the app.
Gilbert Cisneros (House) reported 1,153 trades dated 28 Sep 2025 to 28 Sep 2026, the most of any member in that window.

## Every disclosed trade

The 25 most recent of 58. All rows: [trades.csv](./trades.csv) · [trades.json](./trades.json)

| 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 |

## 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

- Source: OGE Form 278-T reports published by the U.S. Office of Government Ethics (https://extapps2.oge.gov/201/Presiden.nsf).
- Reports read: 16 (every report OGE has posted as a PDF for this official at the last check); 15 yielded transaction rows.
- Tickers matched: 8 of 58 rows. Company names are matched to tickers by Tracked Money; unmatched rows are kept by name.
- Last checked: 28 Sep 2026.
- Amounts are the disclosed ranges. Trade dates are as reported; the filing date is the day OGE posted the report.

Reports:

- 22 Dec 2023: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/18C827DE79A3FF1A85258A8D003481B5/$FILE/Wendy-R-Sherman-08.11.2023-278.pdf
- 7 Feb 2023: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/BA54D665193B88C58525894F00344945/$FILE/Wendy-R-Sherman-01.05.2022-278T.pdf
- 7 Feb 2023: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/BA54D665193B88C58525894F00344945/$FILE/Wendy-R-Sherman-01.05.2022-278T.pdf
- 23 Dec 2022: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/0EC7965654D638118525892100344046/$FILE/Wendy-R-Sherman-12.15.2022-278T.pdf
- 9 Dec 2022: 3 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/09667320BCEC281F8525891300729A8A/$FILE/Wendy-R-Sherman-11.14.2022-278T.pdf
- 6 Dec 2022: 4 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/B6E45149ED1CF69985258910003450F0/$FILE/Wendy-R-Sherman-11.03.2022-278T.pdf
- 6 Dec 2022: 4 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/B6E45149ED1CF69985258910003450F0/$FILE/Wendy-R-Sherman-11.03.2022-278T.pdf
- 3 Nov 2022: 13 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/15D52DE04D9C333C852588EF002EC962/$FILE/Wendy-R-Sherman-10.06.2022-278T.pdf
- 10 May 2022: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/4A118C46DB99335A8525883E002E4AFF/$FILE/Wendy-R-Sherman-03-31-2022-278T.pdf
- 23 Mar 2022: 4 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/8322A7318F4AC41D8525880E002E6384/$FILE/Wendy-R-Sherman-02.04.2022-278T.pdf
- 8 Mar 2022: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/CAA149006335AEE3852587FF0033C842/$FILE/Wendy-R-Sherman-02.01.2022-278T.pdf
- 31 Aug 2021: 12 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/3901FD3C2867378785258742002E5B72/$FILE/Wendy-R-Sherman-08.22.2021-278T.pdf
- 28 Aug 2021: 0 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/9431D6AE3A5AF0EF8525873F002E5A96/$FILE/Wendy-R-Sherman-08.13.2021-278T.pdf
- 27 Aug 2021: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/FF8AE2A3F654323E8525873E002E5A9B/$FILE/Wendy-R-Sherman-07.16.2021-278T.pdf
- 20 Jul 2021: 8 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/1A3BD00F7AC33A6385258718002E4AA3/$FILE/Wendy-R-Sherman-06.07.2021-278T.pdf
- 20 Jul 2021: 8 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/D3BCC865EF5E39F585258718002E4AA5/$FILE/Wendy-R-Sherman-06.07.2021-278T.pdf

Public filings. Not investment advice.