Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Mikie Sherrill (D-NJ)
House · Democrat (most recent term) · NJ-11 · in Congress 2019–2025 · Bioguide ID S001207
Party history: D 2019–2025. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth before entering office (report year 2019, the member's first year in office) | 2019 | −$4,206,838 | −$288,420 | $3,629,997 |
| (b) Latest net worth estimate | 2024 | $453,079 | $9,824,038 | $19,194,997 |
| (c) Estimated gain / loss, nominal dollars, 2019 → 2024 (5 years spanned) | 2019–2024 | −$3,176,918 | +$10,112,458 | +$23,401,835 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): none for these two endpoints. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2019 | $3,119,081 | $3,407,502 | −$288,420 | −$4,206,838 … $3,629,997 | computed |
| 2020 | $4,427,044 | $3,407,502 | $1,019,542 | −$3,055,913 … $5,094,997 | computed |
| 2021 | $7,943,546 | $9,407,502 | −$1,463,957 | −$11,692,909 … $8,764,995 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2022 | $8,076,047 | $6,375,002 | $1,701,046 | −$6,602,906 … $10,004,997 | computed |
| 2023 | $9,407,538 | $6,375,002 | $3,032,536 | −$5,659,924 … $11,724,997 | computed |
| 2024 | $13,949,040 | $4,125,002 | $9,824,038 | $453,079 … $19,194,997 | computed |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Limited data – not ranked. Only 2 comparable year-pair(s) could be computed (minimum 3 to rank). 6 annual filing(s) were usable (text-readable, validated OCR, or validated X-mark decoding) and 0 scanned/image-only filing(s) could not be used (older layouts failing validation, small amendments not integrated). See the method-per-year section below.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019→2020 | $1,414,056 | $1,263,513 | $10,000 | $156,002 | $0 | -21.0% | -32.6% … +43.2% | -136% … +94% | 45% | excluded; not eligible: traced coverage 45% < 60% |
| 2020→2021 | $2,511,538 | $5,737,038 | $10,202 | $3,000,000 | $0 | +9.4% | +8.3% … +12.5% | -247% … +266% | 57% | excluded; not eligible: traced coverage 57% < 60%; high turnover (buys+sells > 100% of opening value) |
| 2021→2022 | $4,647,541 | $4,448,040 | $45,354 | $115,502 | $0 | -5.8% | -7.6% … -5.1% | -91% … +79% | 59% | excluded; not eligible: traced coverage 59% < 60% |
| 2022→2023 | $7,510,045 | $9,052,534 | $105,755 | $940,503 | $974,014 | +22.4% | +19.3% … +32.4% | -100% … +145% | 93% | counted; many new/exited positions |
| 2023→2024 | $9,184,536 | $13,251,536 | $162,006 | $463,504 | $0 | +41.0% | +35.0% … +43.1% | -84% … +166% | 98% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2019 | 10035785 | House annual | 8/13/2020 | 200 | 0 | 10035785.pdf271010579e841cd93fca484e2ac6acf1dac9174330b56fbc17e60adeb968b46a |
| 2020 | 10041549 | House annual | 8/13/2021 | 185 | 0 | 10041549.pdf18298216d0506ad2dfe69d655a5dbbc9cec2cb88c2403af7e038f438d277e1a1 |
| 2021 | 10047156 | House annual | 5/14/2022 | 91 | 1 | 10047156.pdff3c1504789650c095ac01eccd7a285249bda795abd5fb59c2436853a451254b3 |
| 2022 | 10052711 | House annual | 5/15/2023 | 94 | 0 | 10052711.pdf8f5ffdab3353807999e8e219414d1e01319bd01d6a18cb36b4403aeb0572f97a |
| 2023 | 10060419 | House annual | 7/11/2024 | 77 | 0 | 10060419.pdf8e172ab763c2cc344d314c4db110d40eda4900c7896b6255c657c56771cbfd15 |
| 2024 | 10067322 | House annual | 8/13/2025 | 79 | 0 | 10067322.pdf763d22c9190283348eb3b4d88da97ae0e8b3662cc833e6beca72015dc8a231d6 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Brokerage 90126 ⇒ SPDR S&P 500 (SPY) [EF] | JT | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $0 | $0 |
| Brokerage 90126 ⇒ UBS Prime Reserves Fund (UPRXX) [MF] | JT | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $0 | $0 |
| UBS 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) [MF] | SP | new | — | $250,001 - $500,000 | $40,501 | $0 |
| Fidelity 529 1 ⇒ Fidelity Advisor 529 Limited Term Bond Portfolio: Class I (FPUIX) [MF] | DC | new | — | $250,001 - $500,000 | $175,000 | $0 |
| Brokerage 90126 ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] | JT | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| USAA - Savings [BA] | JT | held | $100,001 - $250,000 | $1,001 - $15,000 | $0 | $0 |
| USAA - Checking [BA] | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Rollover IRA 90127 ⇒ Vanguard Information Tech ETF (VGT) [EF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Brokerage 90126 ⇒ UBS Prime Reserves Fund (UPRXX) [MF] | JT | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| UBS 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) [MF] | SP | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $40,501 | $0 |
| Brokerage 90126 ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | JT | new | — | $250,001 - $500,000 | $175,000 | $0 |
| Brokerage 90126 ⇒ iShares MSCI EAFE ETF (EFA) [EF] | JT | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Brokerage 90126 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | JT | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Brokerage 90126 ⇒ Vanguard Mid-Cap ETF (VO) [EF] | JT | new | — | $250,001 - $500,000 | $175,000 | $0 |
| Brokerage 90126 ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | JT | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Brokerage 90126 ⇒ iShares Russell 1000 Growth ETF (IWF) [EF] | JT | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).