Watching the government
Former Deputy Secretary, Department of State
Wendy R Sherman Securities trades and financial disclosures
Wendy R Sherman's OGE filings report 57 securities transactions dated August 12, 2001 to April 20, 2023, as read here on October 12, 2026.
Trading profile
Buys vs. sells
58% bought · 42% sold
Past the deadline
3
of the 49 trades with a filing date to check, after 45 days plus any extension the filing states
Est. volume
$1.0M
lower-bound estimate
On Sherman’s reports
By asset type
57 trades
- Funds and ETFs27
- Bonds15
- Other15
Trading over time
Net worth
A net worth for Wendy R Sherman cannot be computed from this filing: values are given as ranges, some items carry no value, and a home kept for personal use is not reported.
Disclosed holdings
Disclosed assets
$4.2M to $11M
as ranges on 164 line items, plus 26 without a dollar value
Disclosed liabilities
$515K to $1.1M
as ranges on 2 line items
These are the lower and upper bounds of the ranges on the filing, not a market valuation. Assets and liabilities are shown separately and are never netted into a net worth. How these bands are read
The form lists each debt over $10,000 owed at any time during the period it covers, including one repaid before the period ended. A few kinds are left off, such as a debt to a close relative. The filer’s own notes on these debts:
- Morgan Stanley: “Rate Change date 6/01/2031”
- Citi MasterCard: “Balances paid off immediately”
Kept since Aug 27, 2026. Federal law generally requires a filing to be destroyed six years after it was received, unless it is needed in an ongoing investigation.
The full record
The disclosed transactions.
57 disclosed transactions, 7 of them only in the annual report. Amounts are ranges, never exact. Every row links to the official filing.
One more row is left out because the date read from the filing cannot be right (on a scanned filing this is usually a misread, not the filer’s error), rather than given a guessed date. The linked filing shows it.
The annual reports carry one more row that is not in this table because the filing gives no transaction date. The linked filing shows it.
| Company | Ticker | Owner | Amount | Date | |
|---|---|---|---|---|---|
| Bought | Massachusetts St WtrRes Auth Green | - | Unspecified | $1,001 - $15,000 | 2023-04-20↗ |
| Bought | MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000% | - | Unspecified | $1,001 - $15,000 | 2023-04-20 |
| Bought | MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000% | - | Unspecified | $1,001 - $15,000 | 2023-04-20 |
| Bought | Weston Mass Genl Oblig | - | Unspecified | $1,001 - $15,000 | 2022-12-15 |
| Bought | Massachusetts St Consolidated LN Genl Oblig Ser | - | Unspecified | $15,001 - $50,000 | 2022-11-29↗ |
| Bought | Massachusetts St Consolidated LN Genl Oblig Ser-C | - | Unspecified | $15,001 - $50,000 | 2022-11-29 |
| Bought | United States Treasury Bill | - | Unspecified | $50,001 - $100,000 | 2022-11-03 |
| Bought | United States Treasury Bill | - | Unspecified | $50,001 - $100,000 | 2022-11-03 |
| Bought | United States Treasury Bill | - | Unspecified | $50,001 - $100,000 | 2022-11-03 |
| Bought | ISHARES 3-7 YR Treasury BD EFT | - | Unspecified | $50,001 - $100,000 | 2022-09-30 |