At a glance
- 747 trades disclosed, 2014 to 2026
- 377 purchases, 352 sales, 18 other
- 723 Stock/ETF · 22 Corp bond · 2 Municipal
- NVDA traded most, 20 times
- Median of 17 priceable purchases +7.4% vs SPY +29.7%
Democratic U.S. senator from Rhode Island
Committees: Finance · Commission on Security and Cooperation in Europe · Environment and Public Works · the Budget · +2 more
Updated Sep 2, 2026 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Sheldon Whitehouse has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Current committee assignments, from the public congress-legislators dataset. The last column counts this member’s own disclosed trades in companies that sit inside each committee’s jurisdiction.
| Committee | Role | Oversees | Trades in those sectors |
|---|---|---|---|
| Finance | Member | Financial Services, Healthcare | 158 (AMGN, SDZNY, JPM +30) |
| Commission on Security and Cooperation in Europe | Member | No single market sector | — |
| Environment and Public Works | Ranking Member | No single market sector | — |
| the Budget | Member | No single market sector | — |
| the Judiciary | Member | No single market sector | — |
| United States Senate Caucus on International Narcotics Control | Chairman | No single market sector | — |
158 of Sheldon Whitehouse's 747 disclosed transactions were in a sector a committee they sit on has jurisdiction over. That is a statement about jurisdiction, not a finding of wrongdoing, and it is not an accusation of one. Members frequently hold stock through managed accounts, index funds, and spousal portfolios they do not direct. Committees without a single clear market sector, such as Appropriations, Rules, and the Judiciary, are marked as such and counted for nothing. The full mapping is published on our congressional trading statistics page.
Congressional filings report a single stream of transactions. These are the asset classes it actually contains, which is what decides whether a performance figure can be computed at all.
| Asset class | Transactions | Share of record | Priced here |
|---|---|---|---|
| Stocks and ETFs | 723 | 97% | Yes |
| Corporate bonds and notes | 22 | 3% | No |
| Municipal securities | 2 | 0% | No |
Only listed stocks and ETFs can be priced against an index. Bonds, municipal securities and structured notes are excluded from every return figure on this page.
Among 17 priceable purchases with a completed 12-month window, across 13 securities, the median return was +7.4%, versus +29.7% for SPY. That is 17 of the 377 purchases on this record. Each is measured over the 12 months after its transaction date, equal-weighted, one count per purchase. Every ranked member on one page: the Congress vs S&P 500 scorecard.
| Measure | This member | SPY over the same windows |
|---|---|---|
| Median 12-month return after purchase | +7.4% | +29.7% |
| Median difference vs SPY | -15.3% | — |
| Purchases that beat SPY | 4 of 17 (24%) | — |
| Stock | Purchased | Next 12 months | vs SPY |
|---|---|---|---|
| Best three | |||
| GS | Jun 27, 2024 | +58.2% | +44.2% |
| LLY | Sep 20, 2023 | +61.7% | +30.2% |
| VZ | Sep 20, 2023 | +40.3% | +8.7% |
| Worst three | |||
| CELH | Nov 8, 2023 | -49.8% | -87.8% |
| SNOW | Dec 14, 2023 | -16.5% | -46.3% |
| TSLA | Sep 20, 2023 | -7.1% | -38.6% |
What this is not. These are not Sheldon Whitehouse's returns. Disclosures report a dollar bracket and never a share count, so positions cannot be weighted and every purchase here counts once and equally. Sales are not matched back to the buys that opened them, so a position may well have been sold long ago; this measures how the stock moved in the year after the disclosed purchase date, nothing more. 2 of the 17 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet. The 17 scored purchases cover 13 securities, so repeat buys of the same holding are counted separately and this is not 17 independent decisions.
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common | 20 | 10 buy 10 sell | up to $250,000 | Aug 13, 2026 |
| T AT&T Inc | 16 | 10 buy 5 sell | up to $50,000 | Sep 20, 2023 |
| AMGN Amgen Inc. - Common Stock | 13 | 9 buy 4 sell | up to $50,000 | Aug 12, 2026 |
| AAPL Apple Inc. - Common Stock | 13 | 0 buy 13 sell | up to $50,000 | Jun 24, 2026 |
| FB Facebook, Inc. | 13 | 9 buy 4 sell | up to $50,000 | Feb 27, 2019 |
| TSLA Tesla Inc | 12 | 7 buy 5 sell | up to $250,000 | Oct 28, 2024 |
| JPM JP Morgan Chase & Co. Co | 11 | 8 buy 3 sell | up to $50,000 | Apr 13, 2026 |
| IBM International Business Machi | 11 | 7 buy 4 sell | up to $50,000 | Dec 19, 2019 |
| GILD Gilead Sciences, Inc. | 11 | 7 buy 4 sell | up to $50,000 | Sep 20, 2017 |
| C Citigroup Inc | 11 | 7 buy 4 sell | up to $15,000 | Sep 20, 2023 |
| LRCX Lam Research Corporation - C | 10 | 7 buy 3 sell | up to $50,000 | Aug 13, 2026 |
| SBUX Starbucks Corp | 10 | 6 buy 4 sell | up to $50,000 | Jan 9, 2026 |
The 120 most recent of 747 disclosed transactions, newest first. 627 older trades are not shown here; each filing link below opens the original document.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Aug 13, 2026 | Sep 2, 2026 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Aug 13, 2026 | Sep 2, 2026 | Filing ↗ |
| LRCX | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Aug 13, 2026 | Sep 2, 2026 | Filing ↗ |
| AMGN | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Aug 12, 2026 | Sep 2, 2026 | Filing ↗ |
| SDZNY- Sandoz Group AG ADR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Aug 6, 2026 | Sep 2, 2026 | Filing ↗ |
| SDZNY | Stock/ETF | ▼ Sale | $1,001 - $15,000 | Self | Aug 6, 2026 | Sep 2, 2026 | Filing ↗ |
| LOW | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Jul 20, 2026 | Aug 3, 2026 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Jun 30, 2026 | Jul 8, 2026 | Filing ↗ |
| CCI | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jun 25, 2026 | Jul 8, 2026 | Filing ↗ |
| COHR | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Jun 25, 2026 | Jul 8, 2026 | Filing ↗ |
| MU | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jun 25, 2026 | Jul 8, 2026 | Filing ↗ |
| AAPL | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Jun 24, 2026 | Jul 8, 2026 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $100,001 - $250,000 | Spouse | May 8, 2026 | Jun 2, 2026 | Filing ↗ |
| ORCL | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | May 7, 2026 | Jun 2, 2026 | Filing ↗ |
| JPM | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Apr 13, 2026 | May 4, 2026 | Filing ↗ |
| PEP | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Mar 30, 2026 | Apr 8, 2026 | Filing ↗ |
| HD | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Feb 23, 2026 | Mar 6, 2026 | Filing ↗ |
| PEP | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Feb 23, 2026 | Mar 6, 2026 | Filing ↗ |
| VZ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Feb 23, 2026 | Mar 6, 2026 | Filing ↗ |
| MA | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Feb 23, 2026 | Mar 6, 2026 | Filing ↗ |
| SBUX | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jan 9, 2026 | Feb 4, 2026 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jan 9, 2026 | Feb 4, 2026 | Filing ↗ |
| HD | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Jan 9, 2026 | Feb 4, 2026 | Filing ↗ |
| MCD | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jan 9, 2026 | Feb 4, 2026 | Filing ↗ |
| GH | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Nov 21, 2025 | Dec 1, 2025 | Filing ↗ |
| KO | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Nov 21, 2025 | Dec 1, 2025 | Filing ↗ |
| HSY | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Nov 21, 2025 | Dec 1, 2025 | Filing ↗ |
| PGR | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Oct 27, 2025 | Nov 3, 2025 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Oct 20, 2025 | Nov 3, 2025 | Filing ↗ |
| UNH | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| VZ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| HON | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| RI INFRASTRUCTURE BK SAFE DRINKIN | Municipal | ▼ Sale (Full) | $15,001 - $50,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| AMGN | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| AAPL | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| MSFT | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Sep 4, 2025 | Oct 3, 2025 | Filing ↗ |
| UNH | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Aug 28, 2025 | Sep 3, 2025 | Filing ↗ |
| LRCX | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Aug 28, 2025 | Sep 3, 2025 | Filing ↗ |
| KVUE | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Aug 28, 2025 | Sep 3, 2025 | Filing ↗ |
| DHR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Aug 28, 2025 | Sep 3, 2025 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Jul 7, 2025 | Aug 4, 2025 | Filing ↗ |
| ADI | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Jul 3, 2025 | Aug 4, 2025 | Filing ↗ |
| EL | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Apr 29, 2025 | May 13, 2025 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Apr 14, 2025 | May 13, 2025 | Filing ↗ |
| AAPL | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Apr 14, 2025 | May 13, 2025 | Filing ↗ |
| SBUX | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Apr 14, 2025 | May 13, 2025 | Filing ↗ |
| SBUX | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Apr 11, 2025 | May 13, 2025 | Filing ↗ |
| HON | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 3, 2025 | May 13, 2025 | Filing ↗ |
| NVDA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Jan 6, 2025 | Jan 8, 2025 | Filing ↗ |
| LRCX | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Dec 19, 2024 | Jan 8, 2025 | Filing ↗ |
| AAPL | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Dec 19, 2024 | Jan 8, 2025 | Filing ↗ |
| MET | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Nov 19, 2024 | Dec 5, 2024 | Filing ↗ |
| RI HEALTH & EDL BLDG CORP | Municipal | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Nov 19, 2024 | Dec 5, 2024 | Filing ↗ |
| KVUE | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Nov 18, 2024 | Dec 5, 2024 | Filing ↗ |
| LLY | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Oct 30, 2024 | Nov 7, 2024 | Filing ↗ |
| SBUX | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Oct 29, 2024 | Nov 7, 2024 | Filing ↗ |
| VZ | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Oct 29, 2024 | Nov 7, 2024 | Filing ↗ |
| MA | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Oct 29, 2024 | Nov 7, 2024 | Filing ↗ |
| DIS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Oct 29, 2024 | Nov 7, 2024 | Filing ↗ |
| HON | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Oct 29, 2024 | Nov 7, 2024 | Filing ↗ |
| TSLA | Stock/ETF | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Oct 28, 2024 | Nov 7, 2024 | Filing ↗ |
| TSLA | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Oct 28, 2024 | Nov 7, 2024 | Filing ↗ |
| TSLA | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Oct 11, 2024 | Nov 7, 2024 | Filing ↗ |
| KO | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Oct 8, 2024 | Nov 7, 2024 | Filing ↗ |
| CELH | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Oct 8, 2024 | Nov 7, 2024 | Filing ↗ |
| AMGN | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Sep 17, 2024 | Oct 10, 2024 | Filing ↗ |
| SNOW | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Aug 15, 2024 | Sep 4, 2024 | Filing ↗ |
| CAG | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jul 30, 2024 | Aug 21, 2024 | Filing ↗ |
| DIS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jul 25, 2024 | Aug 21, 2024 | Filing ↗ |
| JNJ | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Jul 3, 2024 | Aug 21, 2024 | Filing ↗ |
| MCD | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jul 3, 2024 | Aug 21, 2024 | Filing ↗ |
| GS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jun 27, 2024 | Jul 16, 2024 | Filing ↗ |
| HD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jun 13, 2024 | Jul 16, 2024 | Filing ↗ |
| MSFT | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jun 13, 2024 | Jul 16, 2024 | Filing ↗ |
| CCI | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | May 10, 2024 | Jun 6, 2024 | Filing ↗ |
| DEO | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | May 8, 2024 | Jun 6, 2024 | Filing ↗ |
| JP MORGAN CHASE & CO | Corp bond | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 30, 2024 | May 20, 2024 | Filing ↗ |
| RTX | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 9, 2024 | May 20, 2024 | Filing ↗ |
| DHR | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 9, 2024 | May 20, 2024 | Filing ↗ |
| UL | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 9, 2024 | May 20, 2024 | Filing ↗ |
| IR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 9, 2024 | May 20, 2024 | Filing ↗ |
| NVS | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Apr 9, 2024 | May 20, 2024 | Filing ↗ |
| UL | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Mar 22, 2024 | Apr 24, 2024 | Filing ↗ |
| CMCSA | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Mar 13, 2024 | Apr 24, 2024 | Filing ↗ |
| SNOW | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Spouse | Dec 14, 2023 | Jan 18, 2024 | Filing ↗ |
| LLY | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Spouse | Dec 14, 2023 | Jan 18, 2024 | Filing ↗ |
| PFE | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Dec 11, 2023 | Jan 18, 2024 | Filing ↗ |
| TGT | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Dec 7, 2023 | Jan 18, 2024 | Filing ↗ |
| KO | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Dec 7, 2023 | Jan 18, 2024 | Filing ↗ |
| VLTO Stock was received as result of a spin-off with Danaher on 10/4/23.
Underlying asset of The Sheldon Whitehouse Trust-2004. | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Nov 29, 2023 | Dec 7, 2023 | Filing ↗ |
| KMB | Stock/ETF | ▼ Sale (Full) | $50,001 - $100,000 | Self | Nov 16, 2023 | Dec 7, 2023 | Filing ↗ |
| CELH | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Nov 8, 2023 | Dec 7, 2023 | Filing ↗ |
| C | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| PYPL | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| T | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| BTO | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| WBD | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| INTC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| MET | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| IR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| KVUE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| VZ | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| NVS | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| MMM | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| T | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| TSLA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| SQ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| LLY | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Sep 20, 2023 | Oct 17, 2023 | Filing ↗ |
| JNJ | Stock/ETF | Exchange | $1,001 - $15,000 | Self | Aug 24, 2023 | Oct 3, 2023 | Filing ↗ |
| ESS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Apr 18, 2023 | May 17, 2023 | Filing ↗ |
| C | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Nov 29, 2022 | Dec 30, 2022 | Filing ↗ |
| T AT&T spun off Warner Bros Discovery stock | Stock/ETF | Exchange | $1,001 - $15,000 | Self | Apr 11, 2022 | May 24, 2022 | Filing ↗ |
| TGT | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Jan 28, 2022 | Mar 16, 2022 | Filing ↗ |
| TSLA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Jan 28, 2022 | Mar 16, 2022 | Filing ↗ |
| BABA Due to standing separation agreement with financial advisor, Senator first notified of activity 9/13/21 in compliance with Senate disclosure process. | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Aug 30, 2021 | Sep 13, 2021 | Filing ↗ |
| MCHP Due to standing separation agreement with financial advisor, Senator first notified of activity 9/13/21 in compliance with Senate disclosure process. | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 30, 2021 | Sep 13, 2021 | Filing ↗ |
| T Due to standing separation agreement with financial advisor, Senator first notified of activity 9/13/21 in compliance with Senate disclosure process. | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 30, 2021 | Sep 13, 2021 | Filing ↗ |
| MACYS RETAIL HLDGS INC
Due to standing separation agreement with financial advisor, Senator first notified of activity 9/13/21 in compliance with Senate disclosure process. | Corp bond | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 27, 2021 | Sep 13, 2021 | Filing ↗ |
| Genl Motors Financial Co Inc | Corp bond | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Jun 7, 2021 | Jul 23, 2021 | Filing ↗ |
Sheldon Whitehouse has disclosed 747 transactions in the public STOCK Act record we track, running from Jan 29, 2014 to Aug 13, 2026. That is 377 purchases and 352 sales. Each one is a periodic transaction report filed with the Senate Office of Public Records.
The most frequently traded positions on Sheldon Whitehouse's disclosures are NVDA (20 trades), T (16 trades), AMGN (13 trades), AAPL (13 trades), FB (13 trades). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
Among 17 priceable purchases with a completed 12-month window, across 13 securities, the median return was +7.4%, versus +29.7% for SPY over the same windows. That is a median difference of -15.3%, and 4 of the 17 (24%) beat the index. That is 17 of the 377 purchases on this record; the rest are unpriceable, still inside their 12-month window, or not equities. These are not the member's actual returns: disclosures give a dollar bracket and no share count, so each purchase is counted once and weighted equally, and any later sale is not matched back to the buy.
Each disclosed purchase is measured over a fixed 12-month window, from the close on the first trading day on or after the reported transaction date to the close 12 months later, using split- and dividend-adjusted prices. The same window is applied to SPY and the difference is the excess return. A fixed window is used so that trades from different years are comparable: measuring every purchase up to today instead would score a 2014 buy against a decade of index compounding and a recent buy against a few months. Purchases from the last 12 months are excluded because their window has not closed. Sales, options, bonds, municipal securities and structured notes are not included. Figures update daily.
Not all of them. Of the 747 transactions on record, 93 are marked as the spouse's and 221 as jointly held. Members must disclose trades made by a spouse or dependent child, and many are executed by financial advisers or in managed accounts, so a disclosure is not evidence that the member personally chose the stock.
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (Aug 13, 2026) was disclosed on Sep 2, 2026 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Sheldon Whitehouse currently holds.
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $100,001 - $250,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.