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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