MetaCap

Wendy R. Sherman Stock Trades

Deputy Secretary of StateFormer member

Trades on file
112
Buys / sells
59 / 53
Last trade
Apr 20, 2023
Typical amount
$1,001 – $15,000

Wendy R. Sherman's trading activity

Wendy R. Sherman has 112 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. The most frequently reported tickers are VHT (6 trades), TCHP (4 trades) and AGG (2 trades). Across all reported trades, 59 were purchases and 53 were sales (full or partial).

The most recent reported transaction is dated Apr 20, 2023, and the latest report was filed on Dec 22, 2023. The most common reported amount range is $1,001 – $15,000; the forms list value ranges rather than exact amounts.

Summary generated from market data by MetaCap's automated system. Methodology

Trades by year

Wendy R. Sherman trades by year
YearTrades
20233
202257
202152

Stocks Wendy R. Sherman trades most

Stocks most traded by Wendy R. Sherman
StockTradesBuysSells
VHTVanguard Health Care ETF606
TCHPT. Rowe Price Blue Chip Growth ETF404
AGGiShares Core U.S. Aggregate Bond ETF202
IWPiShares Russell Midcap Growth ETF220
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF202

Wendy R. Sherman trade history

Stock trades disclosed by Wendy R. Sherman
AssetTypeAmountTradedFiling
Massachusetts St WtrRes Auth GreenbondBuy$1,001 – $15,000Apr 20, 2023Filing for Wendy R. Sherman Massachusetts St WtrRes Auth Green trade
MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000%bondBuy$1,001 – $15,000Apr 20, 2023Filing for Wendy R. Sherman MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000% trade
MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000%bondBuy$1,001 – $15,000Apr 20, 2023Filing for Wendy R. Sherman MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000% trade
Weston Mass Genl ObligbondBuy$1,001 – $15,000Dec 15, 2022Filing for Wendy R. Sherman Weston Mass Genl Oblig trade
Weston Mass Genl ObligbondBuy$1,001 – $15,000Dec 15, 2022Filing for Wendy R. Sherman Weston Mass Genl Oblig trade
Massachusetts St Consolidated LN Genl ObligbondBuy$15,001 – $50,000Nov 29, 2022Filing for Wendy R. Sherman Massachusetts St Consolidated LN Genl Oblig trade
Massachusetts St Consolidated LN Genl Oblig SerbondBuy$15,001 – $50,000Nov 29, 2022Filing for Wendy R. Sherman Massachusetts St Consolidated LN Genl Oblig Ser trade
United States Treasury BillbondBuy$50,001 – $100,000Nov 3, 2022Filing for Wendy R. Sherman United States Treasury Bill trade
United States Treasury BillbondBuy$50,001 – $100,000Nov 3, 2022Filing for Wendy R. Sherman United States Treasury Bill trade
United States Treasury BillbondBuy$50,001 – $100,000Nov 3, 2022Filing for Wendy R. Sherman United States Treasury Bill trade
United States Treasury BillbondBuy$50,001 – $100,000Nov 3, 2022Filing for Wendy R. Sherman United States Treasury Bill trade
United States Treasury BillbondBuy$50,001 – $100,000Nov 3, 2022Filing for Wendy R. Sherman United States Treasury Bill trade
United States Treasury BillbondBuy$50,001 – $100,000Nov 3, 2022Filing for Wendy R. Sherman United States Treasury Bill trade
SCWAB U.S. LARGE-CAP VALUEstockBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman SCWAB U.S. LARGE-CAP VALUE trade
ISHARES CORE TOTAL BOND ETFetfBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman ISHARES CORE TOTAL BOND ETF trade
CONS STAPLES SEL SECT SPDR FDetfBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman CONS STAPLES SEL SECT SPDR FD trade
iShares Core Total USD Bond Market ETFetfBuy$15,001 – $50,000Sep 30, 2022Filing for Wendy R. Sherman iShares Core Total USD Bond Market ETF trade
VANGUARD SHORT TERM BNDstockBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman VANGUARD SHORT TERM BND trade
AGGiShares Core U.S. Aggregate Bond ETFSell$50,001 – $100,000Sep 30, 2022Filing for Wendy R. Sherman AGG trade
ISHARES 3-7 YR Treasury BD EFTetfBuy$50,001 – $100,000Sep 30, 2022Filing for Wendy R. Sherman ISHARES 3-7 YR Treasury BD EFT trade
SCWAB U.S. LARGE-CAP VALUEstockBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman SCWAB U.S. LARGE-CAP VALUE trade
ISHARES CORE TOTAL BOND ETFetfBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman ISHARES CORE TOTAL BOND ETF trade
CONS STAPLES SEL SECT SPDR FDetfBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman CONS STAPLES SEL SECT SPDR FD trade
iShares Core Total USD Bond Market ETFetfBuy$15,001 – $50,000Sep 30, 2022Filing for Wendy R. Sherman iShares Core Total USD Bond Market ETF trade
VANGUARD SHORT TERM BNDstockBuy$1,001 – $15,000Sep 30, 2022Filing for Wendy R. Sherman VANGUARD SHORT TERM BND trade
AGGiShares Core U.S. Aggregate Bond ETFSell$50,001 – $100,000Sep 30, 2022Filing for Wendy R. Sherman AGG trade
ISHARES 3-7 YR Treasury BD EFTetfBuy$50,001 – $100,000Sep 30, 2022Filing for Wendy R. Sherman ISHARES 3-7 YR Treasury BD EFT trade
New Bedford Mass Genl ObligbondBuy$100,001 – $250,000Sep 29, 2022Filing for Wendy R. Sherman New Bedford Mass Genl Oblig trade
TCHPT. Rowe Price Blue Chip Growth ETFSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman TCHP trade
AQR MNGD FUTURES STRAT 1otherSell$15,001 – $50,000Sep 29, 2022Filing for Wendy R. Sherman AQR MNGD FUTURES STRAT 1 trade
AQR MNGD FUTURES STRAT 1otherSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman AQR MNGD FUTURES STRAT 1 trade
TCHPT. Rowe Price Blue Chip Growth ETFSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman TCHP trade
AQR MNGD FUTURES STRAT 1otherSell$15,001 – $50,000Sep 29, 2022Filing for Wendy R. Sherman AQR MNGD FUTURES STRAT 1 trade
WCM FOCUSED INTL GWTH INSTstockSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman WCM FOCUSED INTL GWTH INST trade
New Bedford Mass Genl ObligbondBuy$100,001 – $250,000Sep 29, 2022Filing for Wendy R. Sherman New Bedford Mass Genl Oblig trade
TCHPT. Rowe Price Blue Chip Growth ETFSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman TCHP trade
AQR MNGD FUTURES STRAT 1otherSell$15,001 – $50,000Sep 29, 2022Filing for Wendy R. Sherman AQR MNGD FUTURES STRAT 1 trade
AQR MNGD FUTURES STRAT 1otherSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman AQR MNGD FUTURES STRAT 1 trade
TCHPT. Rowe Price Blue Chip Growth ETFSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman TCHP trade
AQR MNGD FUTURES STRAT 1otherSell$15,001 – $50,000Sep 29, 2022Filing for Wendy R. Sherman AQR MNGD FUTURES STRAT 1 trade
WCM FOCUSED INTL GWTH INSTstockSell$1,001 – $15,000Sep 29, 2022Filing for Wendy R. Sherman WCM FOCUSED INTL GWTH INST trade
Massachusetts St Dev Fin Agy RevbondSell$100,001 – $250,000Sep 21, 2022Filing for Wendy R. Sherman Massachusetts St Dev Fin Agy Rev trade
Massachusetts St Dev Fin Agy RevbondSell$100,001 – $250,000Sep 21, 2022Filing for Wendy R. Sherman Massachusetts St Dev Fin Agy Rev trade
Quincy Mass Genl Oblig Ser-CbondBuy$50,001 – $100,000Sep 15, 2022Filing for Wendy R. Sherman Quincy Mass Genl Oblig Ser-C trade
Quincy Mass Genl Oblig Ser-CbondBuy$50,001 – $100,000Sep 15, 2022Filing for Wendy R. Sherman Quincy Mass Genl Oblig Ser-C trade
Massachusetts St Transn Fd RevbondSell$50,001 – $100,000Sep 13, 2022Filing for Wendy R. Sherman Massachusetts St Transn Fd Rev trade
Massachusetts St Transn Fd RevbondSell$50,001 – $100,000Sep 13, 2022Filing for Wendy R. Sherman Massachusetts St Transn Fd Rev trade
MASSACHUSETTS ST WTR RES AUTHbondBuy$50,001 – $100,000Aug 5, 2022Filing for Wendy R. Sherman MASSACHUSETTS ST WTR RES AUTH trade
Orange Mass Genl ObligbondBuy$1,001 – $15,000Mar 3, 2022Filing for Wendy R. Sherman Orange Mass Genl Oblig trade
Orange Mass Genl ObligbondBuy$1,001 – $15,000Mar 3, 2022Filing for Wendy R. Sherman Orange Mass Genl Oblig trade
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFSell$1,001 – $15,000Feb 2, 2022Filing for Wendy R. Sherman SPSM trade
iShares Core Total USD Bond Market ETFetfSell$1,001 – $15,000Feb 2, 2022Filing for Wendy R. Sherman iShares Core Total USD Bond Market ETF trade
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFSell$1,001 – $15,000Feb 2, 2022Filing for Wendy R. Sherman SPSM trade
iShares Core Total USD Bond Market ETFetfSell$1,001 – $15,000Feb 2, 2022Filing for Wendy R. Sherman iShares Core Total USD Bond Market ETF trade
WCM Focused Intl GWTH InststockSell$1,001 – $15,000Feb 1, 2022Filing for Wendy R. Sherman WCM Focused Intl GWTH Inst trade
Invesco Premier InststockSell$1,001 – $15,000Feb 1, 2022Filing for Wendy R. Sherman Invesco Premier Inst trade
WCM Focused Intl GWTH InststockSell$1,001 – $15,000Feb 1, 2022Filing for Wendy R. Sherman WCM Focused Intl GWTH Inst trade
Invesco Premier InststockSell$1,001 – $15,000Feb 1, 2022Filing for Wendy R. Sherman Invesco Premier Inst trade
Massachusetts ST WTR RES AUTH GREENbondBuy$15,001 – $50,000Jan 4, 2022Filing for Wendy R. Sherman Massachusetts ST WTR RES AUTH GREEN trade
Massachusetts ST WTR RES AUTH GREENbondBuy$15,001 – $50,000Jan 4, 2022Filing for Wendy R. Sherman Massachusetts ST WTR RES AUTH GREEN trade
Inherited PaintingstockSell$1,001 – $15,000Dec 3, 2021Filing for Wendy R. Sherman Inherited Painting trade
WCM Focused Intl Gwth InststockBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman WCM Focused Intl Gwth Inst trade
WCM Focused Intl Grth InststockBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman WCM Focused Intl Grth Inst trade
Champlain Mid Cap Fund Institutional SharesfundBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman Champlain Mid Cap Fund Institutional Shares trade
Matthews Asia Dividend Inst xxstockBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman Matthews Asia Dividend Inst xx trade
WCM Focused Intl Gwth InststockBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman WCM Focused Intl Gwth Inst trade
IShares Edge MSCI Min Vol EmeretfSell$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IShares Edge MSCI Min Vol Emer trade
IShares Edge MSCI Min Vol EmeretfSell$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IShares Edge MSCI Min Vol Emer trade
Schwab US DVD Equity ETFetfBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman Schwab US DVD Equity ETF trade
IWPiShares Russell Midcap Growth ETFBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IWP trade
Vanguard Dividend Appreciation xxstockBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman Vanguard Dividend Appreciation xx trade
Vanguard Dividend Appreciation xxstockBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman Vanguard Dividend Appreciation xx trade
IShares Edge MSCI US Momentum xxetfBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IShares Edge MSCI US Momentum xx trade
IShares Edge MSCI Min Vol EmeretfSell$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IShares Edge MSCI Min Vol Emer trade
WCM Focused Intl Grth InststockBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman WCM Focused Intl Grth Inst trade
IShares Edge MSCI Min Vol EmeretfSell$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IShares Edge MSCI Min Vol Emer trade
WCM Focused Intl Gwth InststockBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman WCM Focused Intl Gwth Inst trade
Schwab US DVD Equity ETFetfBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman Schwab US DVD Equity ETF trade
IWPiShares Russell Midcap Growth ETFBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IWP trade
Vanguard Dividend Appreciation xxstockBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman Vanguard Dividend Appreciation xx trade
Matthews Asia Dividend Inst xxstockBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman Matthews Asia Dividend Inst xx trade
IShares Edge MSCI US Momentum xxetfBuy$1,001 – $15,000Aug 17, 2021Filing for Wendy R. Sherman IShares Edge MSCI US Momentum xx trade
Vanguard Dividend Appreciation xxstockBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman Vanguard Dividend Appreciation xx trade
WCM Focused Intl Gwth InststockBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman WCM Focused Intl Gwth Inst trade
Champlain Mid Cap Fund Institutional Shares (CIPIX)fundBuy$15,001 – $50,000Aug 17, 2021Filing for Wendy R. Sherman Champlain Mid Cap Fund Institutional Shares (CIPIX) trade
Massachusetts St Transn FD RevbondBuy$50,001 – $100,000Jun 24, 2021Filing for Wendy R. Sherman Massachusetts St Transn FD Rev trade
Massachusetts St Transn FD RevbondBuy$50,001 – $100,000Jun 24, 2021Filing for Wendy R. Sherman Massachusetts St Transn FD Rev trade
Blackrock Health Science Opp 1otherSell$15,001 – $50,000May 19, 2021Filing for Wendy R. Sherman Blackrock Health Science Opp 1 trade
SPDR Gold TR Gold SHSetfSell$15,001 – $50,000May 19, 2021Filing for Wendy R. Sherman SPDR Gold TR Gold SHS trade
SPDR GOLD TR GOLD SHSetfSell$50,001 – $100,000May 19, 2021Filing for Wendy R. Sherman SPDR GOLD TR GOLD SHS trade
SPDR Gold TR Gold SHSetfSell$1,001 – $15,000May 19, 2021Filing for Wendy R. Sherman SPDR Gold TR Gold SHS trade
Blackrock Health Science Opp 1otherSell$15,001 – $50,000May 19, 2021Filing for Wendy R. Sherman Blackrock Health Science Opp 1 trade
SPDR Gold TR Gold SHSetfSell$15,001 – $50,000May 19, 2021Filing for Wendy R. Sherman SPDR Gold TR Gold SHS trade
SPDR Gold TR Gold SHSetfSell$1,001 – $15,000May 19, 2021Filing for Wendy R. Sherman SPDR Gold TR Gold SHS trade
SPDR GOLD TR GOLD SHSetfSell$50,001 – $100,000May 19, 2021Filing for Wendy R. Sherman SPDR GOLD TR GOLD SHS trade
Blackrock Health Science Opp 1otherSell$15,001 – $50,000May 19, 2021Filing for Wendy R. Sherman Blackrock Health Science Opp 1 trade
SPDR Gold TR Gold SHSetfSell$15,001 – $50,000May 19, 2021Filing for Wendy R. Sherman SPDR Gold TR Gold SHS trade
SPDR Gold TR Gold SHSetfSell$1,001 – $15,000May 19, 2021Filing for Wendy R. Sherman SPDR Gold TR Gold SHS trade
SPDR GOLD TR GOLD SHSetfSell$50,001 – $100,000May 19, 2021Filing for Wendy R. Sherman SPDR GOLD TR GOLD SHS trade
VHTVanguard Health Care ETFSell$50,001 – $100,000May 18, 2021Filing for Wendy R. Sherman VHT trade
VHTVanguard Health Care ETFSell$50,001 – $100,000May 18, 2021Filing for Wendy R. Sherman VHT trade
VHTVanguard Health Care ETFSell$50,001 – $100,000May 18, 2021Filing for Wendy R. Sherman VHT trade
VHTVanguard Health Care ETFSell$15,001 – $50,000May 17, 2021Filing for Wendy R. Sherman VHT trade
VHTVanguard Health Care ETFSell$15,001 – $50,000May 17, 2021Filing for Wendy R. Sherman VHT trade
VHTVanguard Health Care ETFSell$15,001 – $50,000May 17, 2021Filing for Wendy R. Sherman VHT trade
Matthews Asia Divident Inv Class IV SharestockSell$15,001 – $50,000May 7, 2021Filing for Wendy R. Sherman Matthews Asia Divident Inv Class IV Share trade
Matthews Asia Dividend Inst Class 1 ShareotherBuy$15,001 – $50,000May 7, 2021Filing for Wendy R. Sherman Matthews Asia Dividend Inst Class 1 Share trade
Matthews Asia Dividend Inst Class 1 ShareotherBuy$15,001 – $50,000May 7, 2021Filing for Wendy R. Sherman Matthews Asia Dividend Inst Class 1 Share trade
Matthews Asia Divident Inv Class IV SharestockSell$15,001 – $50,000May 7, 2021Filing for Wendy R. Sherman Matthews Asia Divident Inv Class IV Share trade
Matthews Asia Dividend Inst Class 1 ShareotherBuy$15,001 – $50,000May 7, 2021Filing for Wendy R. Sherman Matthews Asia Dividend Inst Class 1 Share trade
Matthews Asia Divident Inv Class IV SharestockSell$15,001 – $50,000May 7, 2021Filing for Wendy R. Sherman Matthews Asia Divident Inv Class IV Share trade
Wisconsin St Genl Oblig Ser-CbondSell$15,001 – $50,000May 3, 2021Filing for Wendy R. Sherman Wisconsin St Genl Oblig Ser-C trade

Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.

Frequently asked questions

What stocks does Wendy R. Sherman trade?
Based on STOCK Act disclosures, Wendy R. Sherman's most frequently reported holdings and trades include VHT, TCHP, AGG, IWP and SPSM. Disclosures show transactions, not a complete current portfolio, and may include assets held by a spouse or dependent child.
When did Wendy R. Sherman last report a trade?
The latest transaction on file is dated Apr 20, 2023 and the most recent report was filed on Dec 22, 2023. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
How many stock trades has Wendy R. Sherman disclosed?
MetaCap has 112 transactions on file for Wendy R. Sherman: 59 purchases and 53 sales.
How much money is involved in Wendy R. Sherman's trades?
Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $1,001 – $15,000.
Where does this data come from?
Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.

More Congress trading

Latest filing Dec 22, 2023. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer