Trade of the Sheldon Whitehouse
Democrat · RI · Senate
In-remit alpha 12m
+0.9%
11 buys in their jurisdiction
Everything else
-28.8%
their other buys
$-weighted 12m
-15.0%
all buys, by size
t-stat (12m)
-2.49
outside the noise
Disclosure lag
27 days
trade → public filing
Est. volume
$253.7K
0 option trades
Trading profile
| Disclosed transactions | 162 across 43 filings |
| Buys / sells | 23 / 125 |
| Distinct securities | 70 |
| Estimated volume | $2.5M |
| Traded in family accounts | 64 of 162 |
| Active | 05 Jul 2019 – 20 Jul 2026 |
| Busiest single day | 17 trades 20 Sep 2023 |
17 transactions on a single day is the signature of a managed account being rebalanced rather than 17 separate decisions — which is why the grades below skew low.
What they buy
| Healthcare in remit | 5 | |
| Technology in remit | 5 | |
| Pharma | 4 | |
| Real Estate | 2 | |
| Financials in remit | 1 | |
| Telecom in remit | 1 |
Committees — what defines their remit
Finance the Judiciary Environment and Public Works — Ranking Member the Budget Commission on Security and Cooperation in Europe United States Senate Caucus on International Narcotics Control — ChairmanSubcommittees
Health CareTaxation and IRS OversightInternational Trade, Customs, and Global CompetitivenessBorder Security and Immigrationthe ConstitutionFederal Courts, Oversight, Agency Action, and Federal RightsIntellectual PropertyTransportation and InfrastructureChemical Safety, Waste Management, Environmental Justice, and Regulatory OversightClean Air, Climate, and Nuclear Innovation and SafetyFisheries, Wildlife, and WaterJurisdiction sectors: defenseenergyfinancialshealthcareindustrialsmaterialstechnologytelecomutilities · access score 0.85
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
35 |
| B |
|
54 |
| C |
|
28 |
| D |
|
29 |
| E |
|
5 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| LLY | 3 | $58.6K | +2.9% |
| TSLA | 2 | $31.3K | -37.6% |
| TGT | 1 | $27.4K | -15.9% |
| NVS | 1 | $27.4K | -10.9% |
| DLR | 1 | $27.4K | -52.7% |
| COHR | 1 | $27.4K | — |
| KO | 3 | $11.6K | -9.8% |
| VZ | 1 | $3.9K | +12.9% |
| SNOW | 1 | $3.9K | -35.7% |
| MU | 1 | $3.9K | — |
| MSFT | 1 | $3.9K | +2.7% |
| KVUE | 1 | $3.9K | -23.0% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| C | SELL | 20 Jul 2026 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | self | — | — |
| A | SELL | 30 Jun 2026 | NVDA NVIDIA Corporation - Common Stock |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 25 Jun 2026 | CCI Crown Castle Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| A | BUY | 25 Jun 2026 | COHR Coherent Corp. Common Stock |
$15,001 - $50,000 | self | — | yes |
| A | BUY | 25 Jun 2026 | MU Micron Technology, Inc. - Common S |
$1,001 - $15,000 | self | — | yes |
| A | SELL | 24 Jun 2026 | AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 24 Jun 2026 | AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| A | SELL | 08 May 2026 | NVDA NVIDIA Corporation - Common Stock |
$100,001 - $250,000 | self | — | yes |
| B | SELL | 08 May 2026 | NVDA NVIDIA Corporation - Common Stock |
$100,001 - $250,000 | spouse | — | yes |
| A | SELL | 07 May 2026 | ORCL Oracle Corporation Common Stock |
$15,001 - $50,000 | self | — | yes |
| A | SELL | 13 Apr 2026 | JPM JP Morgan Chase & Co. Common Stock |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 30 Mar 2026 | PEP PepsiCo, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 23 Feb 2026 | HD Home Depot, Inc. (The) Common Stoc |
$1,001 - $15,000 | self | — | — |
| D | SELL | 23 Feb 2026 | PEP PepsiCo, Inc. - Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 23 Feb 2026 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 23 Feb 2026 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Feb 2026 | PEP PepsiCo, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 09 Jan 2026 | SBUX Starbucks Corp |
$1,001 - $15,000 | self | — | — |
| B | SELL | 09 Jan 2026 | NVDA Nvidia Corp |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 09 Jan 2026 | HD Home Depot |
$1,001 - $15,000 | self | — | — |
| E | SELL | 09 Jan 2026 | SBUX Starbucks Corp |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 Jan 2026 | NVDA Nvidia Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 09 Jan 2026 | MCD McDonald's Corp |
$15,001 - $50,000 | spouse | — | — |
| A | BUY | 21 Nov 2025 | GH Guardant Health Inc |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 21 Nov 2025 | KO Coca-Cola Company |
$1,001 - $15,000 | self | — | — |
| C | BUY | 21 Nov 2025 | HSY Hershey Foods Corp |
$1,001 - $15,000 | self | — | — |
| A | SELL | 27 Oct 2025 | PGR Progressive Corp |
$15,001 - $50,000 | spouse | — | yes |
| A | SELL | 20 Oct 2025 | NVDA Nvidia Corp |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 04 Sep 2025 | UNH Unitedhealth Group Inc |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 04 Sep 2025 | VZ Verizon Communications Inc |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 04 Sep 2025 | NVDA Nvidia Corp |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 04 Sep 2025 | HON Honeywell International Inc |
$15,001 - $50,000 | self | — | yes |
| — | SELL | 04 Sep 2025 | None RI INFRASTRUCTURE BK SAFE DRINKIN |
$15,001 - $50,000 | self | — | — |
| B | SELL | 04 Sep 2025 | AMGN Amgen Inc |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 04 Sep 2025 | AAPL Apple Inc |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 04 Sep 2025 | MSFT Microsoft Corp |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 28 Aug 2025 | UNH Unitedhealth Group Inc |
$15,001 - $50,000 | spouse | — | yes |
| B | SELL | 28 Aug 2025 | LRCX Lam Research Corp |
$15,001 - $50,000 | spouse | — | yes |
| D | SELL | 28 Aug 2025 | KVUE Kenvue Inc |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 28 Aug 2025 | DHR Danaher Corp |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 07 Jul 2025 | NVDA Nvidia Corp |
$15,001 - $50,000 | spouse | — | yes |
| A | SELL | 03 Jul 2025 | ADI Analog Devices |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 29 Apr 2025 | EL Estee Lauder Companies |
$1,001 - $15,000 | self | — | — |
| B | SELL | 14 Apr 2025 | NVDA Nvidia Corp |
$15,001 - $50,000 | spouse | — | yes |
| B | SELL | 14 Apr 2025 | AAPL Apple Inc |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 14 Apr 2025 | SBUX Starbucks Corp |
$15,001 - $50,000 | self | — | — |
| D | SELL | 11 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | SBUX Starbucks Corp |
$1,001 - $15,000 | self | — | — |
| B | SELL | 03 Apr 2025 | HON Honeywell International Inc |
$15,001 - $50,000 | spouse | — | yes |
| A | SELL | 06 Jan 2025 | NVDA Nvidia Corp |
$15,001 - $50,000 | self | — | yes |
| A | SELL | 19 Dec 2024 | LRCX Lam Research Corp |
$15,001 - $50,000 | self | — | yes |
| A | SELL | 19 Dec 2024 | AAPL Apple Inc |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 19 Nov 2024 | MET Metlife Inc |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 19 Nov 2024 | None RI HEALTH & EDL BLDG CORP Rate/Cou |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 18 Nov 2024 | KVUE Kenvue Inc |
$1,001 - $15,000 | self | — | — |
| A | BUY | 30 Oct 2024 | LLY Eli Lilly and Company |
$15,001 - $50,000 | self | +2.0% | yes |
| D | SELL | 29 Oct 2024 | SBUX Starbucks Corp |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 29 Oct 2024 | VZ Verizon Communications Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 29 Oct 2024 | MA Mastercard Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 29 Oct 2024 | DIS Walt Disney Company |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 29 Oct 2024 | SBUX Starbucks Corp |
$1,001 - $15,000 | self | — | — |
| B | SELL | 29 Oct 2024 | VZ Verizon Communications Inc |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 29 Oct 2024 | HON Honeywell International Inc |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 29 Oct 2024 | MA Mastercard Inc |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 28 Oct 2024 | TSLA Tesla Inc |
$100,001 - $250,000 | spouse | — | — |
| D | SELL | 28 Oct 2024 | TSLA Tesla Inc |
$15,001 - $50,000 | self | — | — |
| C | SELL | 11 Oct 2024 | TSLA Tesla Inc |
$15,001 - $50,000 | self | — | — |
| D | BUY | 08 Oct 2024 | KO Coca-Cola Company |
$1,001 - $15,000 | self | -0.2% | — |
| D | SELL | 08 Oct 2024 | CELH Celsius Holdings Inc |
$1,001 - $15,000 | self | — | — |
| A | SELL | 17 Sep 2024 | AMGN Amgen Inc |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 15 Aug 2024 | SNOW Snowflake Inc Cl A |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 30 Jul 2024 | CAG Conagra Brands Inc |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 30 Jul 2024 | CAG Conagra Brands Inc |
$1,001 - $15,000 | self | — | — |
| A | SELL | 25 Jul 2024 | DIS Walt Disney Company |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 03 Jul 2024 | JNJ Johnson & Johnson |
$15,001 - $50,000 | spouse | — | yes |
| B | SELL | 03 Jul 2024 | JNJ Johnson & Johnson |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 03 Jul 2024 | MCD McDonald's Corp |
$1,001 - $15,000 | self | — | — |
| A | BUY | 27 Jun 2024 | GS Goldman Sachs Group, Inc. (The) Co |
$1,001 - $15,000 | self | +29.5% | yes |
| C | BUY | 13 Jun 2024 | HD Home Depot |
$1,001 - $15,000 | self | -13.5% | — |
| A | BUY | 13 Jun 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | self | +2.7% | yes |
| C | BUY | 10 May 2024 | CCI Crown Castle Inc |
$1,001 - $15,000 | self | -8.5% | — |
| C | SELL | 08 May 2024 | DEO Diageo Plc ADR |
$15,001 - $50,000 | self | — | — |
| — | SELL | 30 Apr 2024 | None JP MORGAN CHASE & CO Rate/Coupon: |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 09 Apr 2024 | RTX RTX Corporation Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| B | SELL | 09 Apr 2024 | DHR Danaher Corp |
$15,001 - $50,000 | spouse | — | yes |
| E | SELL | 09 Apr 2024 | UL Unilever Plc ADR |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 09 Apr 2024 | IR Ingersoll Rand Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 09 Apr 2024 | NVS Novartis Ag ADR |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 22 Mar 2024 | UL Unilever Plc ADR |
$1,001 - $15,000 | self | — | — |
| A | SELL | 13 Mar 2024 | CMCSA Comcast Corp A |
$15,001 - $50,000 | self | — | yes |
| B | BUY | 14 Dec 2023 | SNOW Snowflake Inc Cl A |
$1,001 - $15,000 | spouse | -35.7% | yes |
| B | BUY | 14 Dec 2023 | LLY Eli Lilly and Company |
$1,001 - $15,000 | spouse | -9.3% | yes |
| A | SELL | 11 Dec 2023 | PFE Pfizer Inc |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 07 Dec 2023 | TGT Target Corp |
$15,001 - $50,000 | self | — | — |
| C | BUY | 07 Dec 2023 | KO Coca-Cola Company |
$1,001 - $15,000 | self | -19.5% | — |
| B | SELL | 29 Nov 2023 | VLTO Veralto Corporation |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 29 Nov 2023 | VLTO Veralto Corporation |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 29 Nov 2023 | VLTO Veralto Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 16 Nov 2023 | KMB Kimberly-Clark Corp |
$50,001 - $100,000 | self | — | — |
| C | BUY | 08 Nov 2023 | CELH Celsius Holdings Inc |
$1,001 - $15,000 | self | -79.1% | — |
| C | SELL | 20 Sep 2023 | C Citigroup Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 20 Sep 2023 | PYPL Paypal Holdings |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 20 Sep 2023 | T AT&T Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 20 Sep 2023 | BTO John Hancock Financial Opportuniti |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 20 Sep 2023 | WBD Warner Bros. Discovery, Inc. - Ser |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 20 Sep 2023 | INTC Intel Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 20 Sep 2023 | MET Metlife Inc |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 20 Sep 2023 | IR Ingersoll Rand Inc |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 20 Sep 2023 | KVUE Kenvue Inc |
$1,001 - $15,000 | self | -23.0% | — |
| B | BUY | 20 Sep 2023 | VZ Verizon Communications Inc |
$1,001 - $15,000 | self | +12.9% | yes |
| B | BUY | 20 Sep 2023 | NVS Novartis Ag ADR |
$15,001 - $50,000 | self | -10.9% | yes |
| B | SELL | 20 Sep 2023 | MMM 3M Company |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 20 Sep 2023 | T AT&T Inc |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 20 Sep 2023 | TSLA Tesla Inc |
$1,001 - $15,000 | self | -48.5% | — |
| D | SELL | 20 Sep 2023 | SQ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | self | — | — |
| C | SELL | 20 Sep 2023 | WBD Warner Bros. Discovery, Inc. - Ser |
$1,001 - $15,000 | self | — | yes |
| B | BUY | 20 Sep 2023 | LLY Eli Lilly and Company |
$15,001 - $50,000 | self | +16.1% | yes |
| B | SELL | 24 Aug 2023 | JNJ Johnson & Johnson Common Stock (Ex |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 24 Aug 2023 | JNJ Johnson & Johnson Common Stock (Ex |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 18 Apr 2023 | ESS Essex Property Trust, Inc. Common |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 18 Apr 2023 | ESS Essex Property Trust, Inc. Common |
$1,001 - $15,000 | self | — | — |
| B | SELL | 29 Nov 2022 | C Citigroup, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 29 Nov 2022 | C Citigroup, Inc. Common Stock |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 11 Apr 2022 | T AT&T Inc. (Exchanged) Warner Bros. |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 11 Apr 2022 | T AT&T Inc. (Exchanged) Warner Bros. |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 28 Jan 2022 | TGT Target Corporation Common Stock |
$15,001 - $50,000 | self | -15.9% | — |
| C | BUY | 28 Jan 2022 | TSLA Tesla, Inc. - Common Stock |
$15,001 - $50,000 | self | -26.7% | — |
| B | SELL | 30 Aug 2021 | BABA Alibaba Group Holding Limited Amer |
$1,001 - $15,000 | spouse | — | yes |
| A | SELL | 30 Aug 2021 | MCHP Microchip Technology Incorporated |
$15,001 - $50,000 | joint | — | yes |
| A | SELL | 30 Aug 2021 | T AT&T Inc. |
$15,001 - $50,000 | joint | — | yes |
| — | SELL | 27 Aug 2021 | None MACYS RETAIL HLDGS INC Rate/Coupon |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 07 Jun 2021 | None Genl Motors Financial Co Inc Rate/ |
$15,001 - $50,000 | joint | — | — |
| A | SELL | 28 Apr 2021 | INTC Intel Corporation |
$15,001 - $50,000 | self | — | yes |
| — | SELL | 07 Apr 2021 | None GENERAL ELECTRIC CO FIXED TO 01202 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 30 Dec 2020 | None XEROX CORP Rate/Coupon: 4.5% Matur |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 13 Oct 2020 | None XEROX CORP Rate/Coupon: 4.5% Matur |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 13 Oct 2020 | None XEROX CORP Rate/Coupon: 4.5% Matur |
$1,001 - $15,000 | joint | — | — |
| A | SELL | 09 Oct 2020 | FTV Fortive Corporation (Exchanged) Vo |
$1,001 - $15,000 | self | — | yes |
| A | SELL | 09 Oct 2020 | FTV Fortive Corporation (Exchanged) Vo |
$1,001 - $15,000 | self | — | yes |
| A | SELL | 30 Sep 2020 | TT Trane Technologies plc |
$15,001 - $50,000 | joint | — | yes |
| A | SELL | 30 Sep 2020 | TT Trane Technologies plc |
$15,001 - $50,000 | self | — | yes |
| A | SELL | 09 Sep 2020 | CB Chubb Limited |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 07 Apr 2020 | UTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2020 | UTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2020 | UTX Raytheon Technologies Corporation |
$1,001 - $15,000 | self | — | — |
| D | SELL | 07 Apr 2020 | UTX Raytheon Technologies Corporation |
$1,001 - $15,000 | self | — | — |
| B | SELL | 07 Apr 2020 | CARR Carrier Global Corporation |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 07 Apr 2020 | OTIS Otis Worldwide Corporation |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 07 Apr 2020 | CARR Carrier Global Corporation |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 07 Apr 2020 | OTIS Otis Worldwide Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 03 Apr 2020 | RTN Raytheon Company (Exchanged) Rayth |
$15,001 - $50,000 | joint | — | — |
| A | SELL | 03 Apr 2020 | RTX UTX - United Technologies Corporat |
$15,001 - $50,000 | self | — | yes |
| A | SELL | 11 Mar 2020 | ILMN Illumina, Inc. |
$1,001 - $15,000 | self | — | yes |
| A | SELL | 11 Mar 2020 | CGNX Cognex Corporation |
$15,001 - $50,000 | self | — | yes |
| A | SELL | 11 Mar 2020 | SIEGY Siemens Aktiengesellschaft |
$15,001 - $50,000 | self | — | yes |
| — | SELL | 04 Mar 2020 | None INGERSOLL RAND PLC SHARES (Exchang |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 04 Mar 2020 | None INGERSOLL RAND PLC SHS (Exchanged) |
$1,001 - $15,000 | self | — | — |
| A | SELL | 13 Feb 2020 | WM Waste Management, Inc. |
$15,001 - $50,000 | self | — | yes |
| C | BUY | 13 Feb 2020 | DLR Digital Realty Trust, Inc. |
$15,001 - $50,000 | self | -52.7% | — |
| B | SELL | 19 Dec 2019 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| A | SELL | 05 Jul 2019 | IBM International Business Machines Co |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 05 Jul 2019 | IBM International Business Machines Co |
$1,001 - $15,000 | spouse | — | yes |
Click any row for the full trade breakdown.