LYTIR

Executive branch · OGE Form 278-T

Wendy R Sherman

Office on the latest report: Department of State, Deputy Secretary

30 purchases (at least $563K); 29 sales (at least $562K), on 14 reports, filed Jul 2021 – Dec 2023.

Periodic transaction reports that senior federal officials file under the Ethics in Government Act. Amounts are the ranges the form asks for; the date is when the transaction happened, and a report can follow weeks later. How to read these

  1. Purchase: Massachusetts St WtrRes Auth Green Apr 20, 2023 reported Dec 20, 2023 notification over 30 days old, per the form report $1,001 - $15,000
  2. Purchase: Weston Mass Genl Oblig Dec 15, 2022 reported Feb 2, 2023 report $1,001 - $15,000
  3. Purchase: Massachusetts St Consolidated LN Genl Oblig Ser- C Nov 29, 2022 reported Dec 22, 2022 report $15,001 - $50,000
  4. Purchase: United States Treasury Bill Nov 3, 2022 reported Dec 9, 2022 report $50,001 - $100,000
  5. Purchase: United States Treasury Bill Nov 3, 2022 reported Dec 9, 2022 report $50,001 - $100,000
  6. Purchase: United States Treasury Bill Nov 3, 2022 reported Dec 9, 2022 report $50,001 - $100,000
  7. Purchase: ISHARES 3-7 YR Treasury BD EFT Sep 30, 2022 reported Nov 2, 2022 report $50,001 - $100,000
  8. Sale: ISHARES CORE U.S. AGGREGATE Sep 30, 2022 reported Nov 2, 2022 report $50,001 - $100,000
  9. Purchase: VANGUARD SHORT TERM BND Sep 30, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  10. Purchase: iShares Core Total USD Bond Market ETF Sep 30, 2022 reported Nov 2, 2022 report $15,001 - $50,000
  11. Purchase: CONS STAPLES SEL SECT SPDR FD Sep 30, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  12. Purchase: ISHARES CORE TOTAL BOND ETF Sep 30, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  13. Purchase: SCWAB U.S. LARGE-CAP VALUE Sep 30, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  14. Purchase: New Bedford Mass Genl Oblig Sep 29, 2022 reported Dec 5, 2022 report $100,001 - $250,000
  15. Sale: WCM FOCUSED INTL GWTH INST Sep 29, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  16. Sale: AQR MNGD FUTURES STRAT 1 Sep 29, 2022 reported Nov 2, 2022 report $15,001 - $50,000
  17. Sale: T ROWE PRICE BLUE CHIP GR Sep 29, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  18. Sale: AQR MNGD FUTURES STRAT 1 Sep 29, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  19. Sale: AQR MNGD FUTURES STRAT 1 Sep 29, 2022 reported Nov 2, 2022 report $15,001 - $50,000
  20. Sale: T ROWE PRICE BLUE CHIP GR Sep 29, 2022 reported Nov 2, 2022 report $1,001 - $15,000
  21. Sale: Massachusetts St Dev Fin Agy Rev Sep 21, 2022 reported Dec 5, 2022 report $100,001 - $250,000
  22. Purchase: Quincy Mass Genl Oblig Ser-C Sep 15, 2022 reported Dec 5, 2022 report $50,001 - $100,000
  23. Sale: Massachusetts St Transn Fd Rev Sep 13, 2022 reported Dec 5, 2022 report $50,001 - $100,000
  24. Purchase: Orange Mass Genl Oblig Mar 3, 2022 reported May 9, 2022 report $1,001 - $15,000
  25. Sale: iShares Core Total USD Bond Market ETF Feb 2, 2022 reported Mar 21, 2022 report $1,001 - $15,000
  26. Sale: SPDR Portfolio S&P 600 Small Cap ETF Feb 2, 2022 reported Mar 21, 2022 report $1,001 - $15,000
  27. Sale: Invesco Premier Inst Feb 1, 2022 reported Mar 21, 2022 report $1,001 - $15,000
  28. Sale: WCM Focused Intl GWTH Inst Feb 1, 2022 reported Mar 21, 2022 report $1,001 - $15,000
  29. Purchase: Massachusetts ST WTR RES AUTH GREEN Jan 4, 2022 reported Mar 7, 2022 report $15,001 - $50,000
  30. CIPIXPurchase: Champlain Mid Cap Fund Institutional Shares (CIPIX) Aug 17, 2021 reported Aug 30, 2021 report $15,001 - $50,000
  31. Purchase: WCM Focused Intl Gwth Inst Aug 17, 2021 reported Aug 30, 2021 report $15,001 - $50,000
  32. Purchase: Vanguard Dividend Appreciation xx Aug 17, 2021 reported Aug 30, 2021 report $15,001 - $50,000
  33. Purchase: IShares Edge MSCI US Momentum xx Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  34. Purchase: Matthews Asia Dividend Inst xx Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  35. Purchase: Vanguard Dividend Appreciation xx Aug 17, 2021 reported Aug 30, 2021 report $15,001 - $50,000
  36. Purchase: IShares Russell Midcap V ETF Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  37. Purchase: Schwab US DVD Equity ETF Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  38. Purchase: WCM Focused Intl Gwth Inst Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  39. Sale: IShares Edge MSCI Min Vol Emer Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  40. Purchase: WCM Focused Intl Grth Inst Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  41. Sale: IShares Edge MSCI Min Vol Emer Aug 17, 2021 reported Aug 30, 2021 report $1,001 - $15,000
  42. Purchase: Massachusetts St Transn FD Rev Jun 24, 2021 reported Aug 25, 2021 report $50,001 - $100,000
  43. Sale: SPDR GOLD TR GOLD SHS May 19, 2021 reported Jul 16, 2021 report $50,001 - $100,000
  44. Sale: SPDR GOLD TR GOLD SHS May 19, 2021 reported Jul 16, 2021 report $50,001 - $100,000
  45. Sale: SPDR Gold TR Gold SHS May 19, 2021 reported Jul 16, 2021 report $1,001 - $15,000
  46. Sale: SPDR Gold TR Gold SHS May 19, 2021 reported Jul 16, 2021 report $1,001 - $15,000
  47. Sale: SPDR Gold TR Gold SHS May 19, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  48. Sale: SPDR Gold TR Gold SHS May 19, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  49. Sale: Blackrock Health Science Opp 1 May 19, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  50. Sale: Blackrock Health Science Opp 1 May 19, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  51. Sale: Vanguard Health Care INV May 18, 2021 reported Jul 16, 2021 report $50,001 - $100,000
  52. Sale: Vanguard Health Care INV May 18, 2021 reported Jul 16, 2021 report $50,001 - $100,000
  53. Sale: Vanguard Health Care INV May 17, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  54. Sale: Vanguard Health Care INV May 17, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  55. Sale: Matthews Asia Divident Inv Class IV Share May 7, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  56. Sale: Matthews Asia Divident Inv Class IV Share May 7, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  57. Purchase: Matthews Asia Dividend Inst Class 1 Share May 7, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  58. Purchase: Matthews Asia Dividend Inst Class 1 Share May 7, 2021 reported Jul 16, 2021 report $15,001 - $50,000
  59. Purchase: Gardner Mass Genl Oblig date not filed reported Aug 26, 2021 report $15,001 - $50,000

Source: e-filed OGE Form 278-T reports published by the Office of Government Ethics. Reports can be late, amended or wrong at the source; see methodology.