Inancial D iScloSure ePort
[Pages:30]financial DiScloSure rePort
Filing ID #10041549
Clerk of the House of Representatives ? Legislative Resource Center ? 135 Cannon Building ? Washington, DC 20515
filer information
name: Status: State/District:
Hon. Mikie Sherrill Member NJ11
filing information
filing type: filing year: filing Date:
Annual Report 2020 08/13/2021
ScheDule a: aSSetS anD "unearneD" income
asset
owner value of asset income type(s)
Abbott Laboratories (ABT) [ST]
JT
None
Capital Gains
Accenture plc Class A Ordinary Shares (ACN) [ST]
JT
None
Capital Gains
Air Products and Chemicals, Inc. (APD) [ST]
JT
None
Capital Gains
Alexandria Real Estate Equities, Inc. (ARE) [ST]
JT
None
Capital Gains
Alibaba Group Holding Limited American Depositary
JT
Shares each representing eight Ordinary share (BABA) [ST]
Alphabet Inc. - Class A (GOOGL) [ST]
JT
None None
Capital Gains Capital Gains
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]
JT
None
Capital Gains
, Inc. (AMZN) [ST]
JT
None
Capital Gains
income tx. > $1,000?
$201 $1,000
gfedcb
$201 $1,000
gfedcb
$1,001 $2,500
gfedcb
$201 $1,000
gfedcb
$5,001 $15,000
gfedcb
$5,001 $15,000
gfedcb
$5,001 $15,000
gfedcb
$5,001 -
gfedcb
asset
Amgen Inc. (AMGN) [ST] Analog Devices, Inc. (ADI) [ST] Apple Inc. (AAPL) [ST] Arthur J. Gallagher & Co. (AJG) [ST] Autodesk, Inc. (ADSK) [ST] Automatic Data Processing, Inc. (ADP) [ST] AvalonBay Communities, Inc. (AVB) [ST] Bank of America Corporation (BAC) [ST] Becton, Dickinson and Company (BDX) [ST] BlackRock, Inc. (BLK) [ST] Boston Properties, Inc. (BXP) [ST] Bristol-Myers Squibb Company (BMY) [ST] Capital One Financial Corporation (COF) [ST] Cerner Corporation (CERN) [ST]
owner value of asset income type(s)
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
JT
None
Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains Capital Gains
income tx. > $15,000 $1,0gfedcb00?
$1,001 $2,500
gfedcb
$1,001 $2,500
gfedcb
$1,001 $2,500
gfedcb
$1,001 $2,500
gfedcb
$5,001 $15,000
gfedcb
$2,501 $5,000
gfedcb
$201 $1,000
gfedcb
$2,501 $5,000
gfedcb
$201 $1,000
gfedcb
$1,001 $2,500
gfedcb
$201 $1,000
gfedcb
$1,001 $2,500
gfedcb
$201 $1,000
gfedcb
$1,001 $2,500
gfedcb
asset Chubb Limited (CB) [ST]
owner value of asset income type(s)
JT
None
Capital Gains
Cincinnati Financial Corporation (CINF) [ST]
JT
None
Capital Gains
Cisco Systems, Inc. (CSCO) [ST]
JT
None
Capital Gains
CME Group Inc. - Class A (CME) [ST]
JT
None
Capital Gains
CMS Energy Corporation (CMS) [ST]
JT
None
Capital Gains
Coca-Cola Company (KO) [ST]
JT
None
Capital Gains
Colgate-Palmolive Company (CL) [ST]
JT
None
Capital Gains
Comcast Corporation - Class A (CMCSA) [ST]
JT
None
Capital Gains
ConocoPhillips (COP) [ST]
JT
None
Capital Gains
Danone Sponsored ADR (DANOY) [ST]
JT
None
Capital Gains
Deere & Company (DE) [ST]
JT
None
Capital Gains
Discover Financial Services (DFS) [ST]
JT
None
Capital Gains
Dover Corporation (DOV) [ST]
JT
None
Capital Gains
Eli Lilly and Company (LLY) [ST]
JT
None
Capital Gains
Expeditors International of Washington, Inc. (EXPD) [ST] JT
None
Capital Gains
income tx. > $1,000?
$201 $1,000
gfedcb
$201 $1,000
gfedc
$2,501 $5,000
gfedcb
$2,501 $5,000
gfedcb
$1,001 $2,500
gfedcb
$2,501 $5,000
gfedcb
$201 $1,000
gfedcb
$1,001 $2,500
gfedcb
$201 $1,000
gfedcb
$201 $1,000
gfedcb
$2,501 $5,000
gfedcb
$201 $1,000
gfedcb
$1,001 $2,500
gfedcb
$1,001 $2,500
gfedcb
$2,501 $5,000
gfedcb
asset Facebook, Inc. - Class A (FB) [ST]
FactSet Research Systems Inc. (FDS) [ST]
Fidelity 529 1 Fidelity Diversified International A [MF] Fidelity 529 1 Fidelity Diversified International I [MF] Fidelity 529 1 Fidelity Dividend & Income A [MF] Fidelity 529 1 Fidelity New Insights A [MF] Fidelity 529 1 Fidelity New Insights I [MF] Fidelity 529 1 Fidelity Strategic Dividend & Income I [MF] Fidelity 529 2 Fidelity Diversified International A [MF] Fidelity 529 2 Fidelity Diversified International I [MF] Fidelity 529 2 Fidelity Dividend & Income A [MF] Fidelity 529 2 Fidelity New Insights A [MF] Fidelity 529 2 Fidelity New Insights I [MF] Fidelity 529 2 Fidelity Strategic Dividend & Income I [MF] Fidelity 529 3 Fidelity Diversified International A [MF]
owner value of asset income type(s)
JT
None
Capital Gains
JT
None
Capital Gains
DC
$50,001 -
$100,000
Tax-Deferred
DC
$1,001 - $15,000 Tax-Deferred
income tx. > $1,000?
$5,001 $15,000
gfedcb
$2,501 $5,000
gfedcb
gfedc
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
asset Fidelity 529 3 Fidelity Diversified International I [MF] Fidelity 529 3 Fidelity New Insights A [MF] Fidelity 529 3 Fidelity New Insights A [MF] Fidelity 529 3 Fidelity New Insights I [MF] Fidelity 529 3 Fidelity Strategic Dividend & Income I [MF] Fidelity 529 4 Fidelity Diversified International A [MF] Fidelity 529 4 Fidelity Diversified International I [MF] Fidelity 529 4 Fidelity Dividend & Income A [MF] Fidelity 529 4 Fidelity New Insights A [MF] Fidelity 529 4 Fidelity New Insights I [MF] Fidelity 529 4 Fidelity Strategic Dividend & Income I [MF] Fidelity National Information Services, Inc. (FIS) [ST]
General Dynamics Corporation (GD) [ST]
Hartford Financial Services Group, Inc. (HIG) [ST]
Home Depot, Inc. (HD) [ST]
owner value of asset income type(s)
DC
$1,001 - $15,000 Tax-Deferred
income tx. > $1,000? gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$15,001 - $50,000 Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$15,001 - $50,000 Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$15,001 - $50,000 Tax-Deferred
gfedc
DC
$50,001 -
$100,000
Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
DC
$1,001 - $15,000 Tax-Deferred
gfedc
JT
None
JT
None
JT
None
JT
None
Capital Gains
$1,001 $2,500
gfedcb
Capital Gains
$201 $1,000
gfedcb
Capital Gains
$201 $1,000
gfedcb
Capital Gains
$1,001 $2,500
gfedcb
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