Dossier
Wendy R Sherman
Deputy Secretary, Department of State · disclosures Jun 7 – Aug 11
The Potomac LedgerWashington Intelligence
Wendy R Sherman
Deputy Secretary, Department of State
Most-traded: $CIPIX$848K – $2.4M disclosed
48Disclosures
—no current committee
1Late filings
n/aAvg mkt-adj 3mo
potomacledger.com · Nonpartisan · Not investment advice
48Disclosures
—No current committee — not screened
2%Late rate (1)
—Avg mkt-adj 3 months
$848K – $2.4MDisclosed $ volume
Agency
Deputy Secretary, Department of State
Disclosed trades
| Disclosed | Traded | Action | Ticker / Asset | Amount | Sector | Flags |
|---|---|---|---|---|---|---|
| Aug 11 | Apr 20 | BUY | Massachusetts St WtrRes Auth Green | $1K–$15K | — | 113d late |
| Jan 5 | Dec 15 | BUY | Weston Mass Genl Oblig | $1K–$15K | — | |
| Dec 15 | Nov 29 | BUY | Massachusetts St Consolidated LN Genl Oblig Ser- | $15K–$50K | — | |
| Nov 14 | Nov 3 | BUY | United States Treasury Bill | $50K–$100K | — | |
| Nov 3 | Sep 21 | SELL | Massachusetts St Dev Fin Agy Rev | $100K–$250K | — | |
| Nov 3 | Sep 29 | BUY | New Bedford Mass Genl Oblig | $100K–$250K | — | |
| Nov 3 | Sep 13 | SELL | Massachusetts St Transn Fd Rev | $50K–$100K | — | |
| Nov 3 | Sep 15 | BUY | Quincy Mass Genl Oblig Ser-C | $50K–$100K | — | |
| Oct 6 | Sep 30 | BUY | ISHARES 3-7 YR Treasury BD EFT | $50K–$100K | — | |
| Oct 6 | Sep 30 | SELL | Ishares Core U.S. Aggregate | $50K–$100K | — | |
| Oct 6 | Sep 30 | BUY | Vanguard Short Term Bnd | $1K–$15K | — | |
| Oct 6 | Sep 29 | SELL | Wcm Focused Intl Gwth Inst | $1K–$15K | — | |
| Oct 6 | Sep 30 | BUY | iShares Core Total USD Bond Market ETF | $15K–$50K | — | |
| Oct 6 | Sep 29 | SELL | Aqr Mngd Futures Strat 1 | $15K–$50K | — | |
| Oct 6 | Sep 29 | SELL | T Rowe Price Blue Chip Gr | $1K–$15K | — | |
| Oct 6 | Sep 29 | SELL | Aqr Mngd Futures Strat 1 | $1K–$15K | — | |
| Oct 6 | Sep 30 | BUY | Cons Staples Sel Sect Spdr Fd | $1K–$15K | — | |
| Oct 6 | Sep 30 | BUY | Ishares Core Total Bond Etf | $1K–$15K | — | |
| Oct 6 | Sep 30 | BUY | Scwab U.S. Large-Cap Value | $1K–$15K | — | |
| May 16 | Dec 3 | SELL | Inherited Painting | $1K–$15K | — | |
| May 16 | May 3 | SELL | Wisconsin St Genl Oblig Ser-C | $15K–$50K | — | |
| May 16 | Aug 17 | BUY | $CIPIX Champlain Mid Cap Fund Institutional Shares (CIPIX) | $15K–$50K | — | |
| Mar 31 | Mar 3 | BUY | Orange Mass Genl Oblig | $1K–$15K | — | |
| Feb 4 | Feb 1 | SELL | Invesco Premier Inst | $1K–$15K | — | |
| Feb 4 | Feb 1 | SELL | WCM Focused Intl GWTH Inst | $1K–$15K | — | |
| Feb 4 | Feb 2 | SELL | iShares Core Total USD Bond Market ETF | $1K–$15K | — | |
| Feb 4 | Feb 2 | SELL | SPDR Portfolio S&P 600 Small Cap ETF | $1K–$15K | — | |
| Feb 1 | Jan 4 | BUY | Massachusetts ST WTR RES AUTH GREEN | $15K–$50K | — | |
| Aug 22 | Aug 17 | BUY | Champlain Mid Cap Fund Institutional Shares | $15K–$50K | — | |
| Aug 22 | Aug 17 | BUY | WCM Focused Intl Gwth Inst | $15K–$50K | — | |
| Aug 22 | Aug 17 | BUY | Vanguard Dividend Appreciation xx | $15K–$50K | — | |
| Aug 22 | Aug 17 | BUY | IShares Edge MSCI US Momentum xx | $1K–$15K | — | |
| Aug 22 | Aug 17 | BUY | Matthews Asia Dividend Inst xx | $1K–$15K | — | |
| Aug 22 | Aug 17 | BUY | IShares Russell Midcap V ETF | $1K–$15K | — | |
| Aug 22 | Aug 17 | BUY | Schwab US DVD Equity ETF | $1K–$15K | — | |
| Aug 22 | Aug 17 | BUY | WCM Focused Intl Gwth Inst | $1K–$15K | — | |
| Aug 22 | Aug 17 | SELL | IShares Edge MSCI Min Vol Emer | $1K–$15K | — | |
| Aug 22 | Aug 17 | BUY | WCM Focused Intl Grth Inst | $1K–$15K | — | |
| Aug 13 | Aug 12 | BUY | Gardner Mass Genl Oblig | $15K–$50K | — | |
| Jul 16 | Jun 24 | BUY | Massachusetts St Transn FD Rev | $50K–$100K | — | |
| Jun 7 | May 7 | SELL | Matthews Asia Divident Inv | $15K–$50K | — | |
| Jun 7 | May 7 | BUY | Matthews Asia Dividend Inst | $15K–$50K | — | |
| Jun 7 | May 19 | SELL | Spdr Gold Tr Gold Shs | $50K–$100K | — | |
| Jun 7 | May 17 | SELL | Vanguard Health Care INV | $15K–$50K | — | |
| Jun 7 | May 19 | SELL | SPDR Gold TR Gold SHS | $1K–$15K | — | |
| Jun 7 | May 19 | SELL | SPDR Gold TR Gold SHS | $15K–$50K | — | |
| Jun 7 | May 18 | SELL | Vanguard Health Care INV | $50K–$100K | — | |
| Jun 7 | May 19 | SELL | Blackrock Health Science Opp 1 | $15K–$50K | — |
Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.
See how every flag is defined — and verify it against the original filings.
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