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Wendy R Sherman

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Deputy Secretary of State · Department of State

51 reported transactions across 17 filings · 32 of them stock trades · latest trade 2023-04-20 · latest filing 2023-08-11. Reported to the Office of Government Ethics on Forms 278-T and 278e. Amounts are the reported ranges, not exact values — as disclosed. sources →

Filings

each document, both of its dates, and how it was read

We hold 17 of the 20 filings OGE lists for this filer.

278 Transactionfiled 2023-08-11 · posted 2023-12-22PDF →
Annual Termfiled 2023-08-11 · posted 2023-09-26PDF →278e annual schedules not parsed yet (cover metadata only)
278 Transactionfiled 2023-01-05 · posted 2023-02-07PDF →
278 Transactionfiled 2022-12-15 · posted 2022-12-23PDF →
278 Transactionfiled 2022-11-14 · posted 2022-12-09PDF →
278 Transactionfiled 2022-11-03 · posted 2022-12-06PDF →
278 Transactionfiled 2022-10-06 · posted 2022-11-03PDF →
Annual (2022)filed 2022-05-16 · posted 2022-06-22PDF →278e annual schedules not parsed yet (cover metadata only)
278 Transactionfiled 2022-03-31 · posted 2022-05-10PDF →
278 Transactionfiled 2022-02-04 · posted 2022-03-23PDF →
278 Transactionfiled 2022-02-01 · posted 2022-03-08PDF →
278 Transactionfiled 2021-08-22 · posted 2021-08-31PDF →
278 Transactionfiled 2021-08-13 · posted 2021-08-28PDF →
278 Transactionfiled 2021-07-16 · posted 2021-08-27PDF →
278 Transactionfiled 2021-06-07 · posted 2021-07-20PDF →OGE posted this filing more than once (D3BCC865EF5E39F585258718002E4AA5); its rows are counted once, here.
278 Transactionfiled 2021-06-07 · posted 2021-07-20PDF →OGE posted this filing twice: byte-identical PDFs (sha256 916e87c5f742…) to 1A3BD00F7AC33A6385258718002E4AA3, which carries its 8 transaction row(s). Listed here, counted there.
Nominee 278filed 2021-01-19 · posted 2021-02-11PDF →278e annual schedules not parsed yet (cover metadata only)

Reported transactions

newest reported trade first · amounts are the reported ranges · 32 stock trades on file

Assets are printed as the filing names them. Funds, trusts and other holdings that do not resolve to a listed security stay as text — nothing is matched by guesswork. Stock trades are shown by default. The bonds, funds, private partnerships and options these filings also report are under “All reported”. At least one filing above has schedules we have not read yet, so these rows are not everything on file for this official.

Reported transactions by monthcounted, not summed · by trade date · most recent 36 months
12 reported transactions2020-05: none reported2020-052020-06: none reported2020-07: none reported2020-08: none reported2020-09: none reported2020-10: none reported2020-102020-11: none reported2020-12: none reported2021-01: none reported2021-02: none reported2021-03: none reported2021-032021-04: none reported2021-05: 5 reported — 1 purchases, 4 sales, 0 exchanges2021-06: 1 reported — 1 purchases, 0 sales, 0 exchanges2021-07: none reported2021-08: 6 reported — 6 purchases, 0 sales, 0 exchanges2021-082021-09: none reported2021-10: none reported2021-11: none reported2021-12: none reported2022-01: 1 reported — 1 purchases, 0 sales, 0 exchanges2022-012022-02: 2 reported — 0 purchases, 2 sales, 0 exchanges2022-03: 1 reported — 1 purchases, 0 sales, 0 exchanges2022-04: none reported2022-05: none reported2022-06: none reported2022-062022-07: none reported2022-08: none reported2022-09: 12 reported — 4 purchases, 8 sales, 0 exchanges2022-10: none reported2022-11: 1 reported — 1 purchases, 0 sales, 0 exchanges2022-112022-12: 1 reported — 1 purchases, 0 sales, 0 exchanges2023-01: none reported2023-02: none reported2023-03: none reported2023-04: 1 reported — 1 purchases, 0 sales, 0 exchanges2023-04
PurchasesSalesExchanges

Months are trade dates. A filing reaches the public a median 30 days later.

AssetTypeAmountTrade dateFiledTrade → posted
Massachusetts St WtrRes Auth GreenPURCHASE$1,001–$15,0002023-04-2030d+2023-08-11246d
Weston Mass Genl ObligPURCHASE$1,001–$15,0002022-12-152023-01-0554d
Massachusetts St Consolidated LN Genl Oblig Ser- CPURCHASE$15,001–$50,0002022-11-292022-12-1524d
VANGUARD SHORT TERM BNDPURCHASE$1,001–$15,0002022-09-302022-10-0634d
SCWAB U.S. LARGE-CAP VALUEPURCHASE$1,001–$15,0002022-09-302022-10-0634d
WCM FOCUSED INTL GWTH INSTSALE$1,001–$15,0002022-09-292022-10-0635d
AQR MNGD FUTURES STRAT 1SALE$15,001–$50,0002022-09-292022-10-0635d
T ROWE PRICE BLUE CHIP GRSALE$1,001–$15,0002022-09-292022-10-0635d
AQR MNGD FUTURES STRAT 1SALE$1,001–$15,0002022-09-292022-10-0635d
AQR MNGD FUTURES STRAT 1SALE$15,001–$50,0002022-09-292022-10-0635d
T ROWE PRICE BLUE CHIP GRSALE$1,001–$15,0002022-09-292022-10-0635d
New Bedford Mass Genl ObligPURCHASE$100,001–$250,0002022-09-292022-11-0368d
Massachusetts St Dev Fin Agy RevSALE$100,001–$250,0002022-09-212022-11-0376d
Quincy Mass Genl Oblig Ser-CPURCHASE$50,001–$100,0002022-09-152022-11-0382d
Massachusetts St Transn Fd RevSALE$50,001–$100,0002022-09-132022-11-0384d
Orange Mass Genl ObligPURCHASE$1,001–$15,0002022-03-032022-03-3168d
Invesco Premier InstSALE$1,001–$15,0002022-02-012022-02-0450d
WCM Focused Intl GWTH InstSALE$1,001–$15,0002022-02-012022-02-0450d
Massachusetts ST WTR RES AUTH GREENPURCHASE$15,001–$50,0002022-01-042022-02-0163d
WCM Focused Intl Gwth InstPURCHASE$15,001–$50,0002021-08-172021-08-2214d
Vanguard Dividend Appreciation xxPURCHASE$15,001–$50,0002021-08-172021-08-2214d
Matthews Asia Dividend Inst xxPURCHASE$1,001–$15,0002021-08-172021-08-2214d
Vanguard Dividend Appreciation xxPURCHASE$15,001–$50,0002021-08-172021-08-2214d
WCM Focused Intl Gwth InstPURCHASE$1,001–$15,0002021-08-172021-08-2214d
WCM Focused Intl Grth InstPURCHASE$1,001–$15,0002021-08-172021-08-2214d
Massachusetts St Transn FD RevPURCHASE$50,001–$100,0002021-06-242021-07-1664d
Blackrock Health Science Opp 1SALE$15,001–$50,0002021-05-192021-06-0762d
Vanguard Health Care INVSALE$50,001–$100,0002021-05-182021-06-0763d
Vanguard Health Care INVSALE$15,001–$50,0002021-05-172021-06-0764d
Matthews Asia Divident Inv Class IV ShareSALE$15,001–$50,0002021-05-072021-06-0774d
Matthews Asia Dividend Inst Class 1 SharePURCHASE$15,001–$50,0002021-05-072021-06-0774d
Gardner Mass Genl ObligPURCHASE$15,001–$50,0002001-08-122021-08-137321d

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