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Sheldon Whitehouse, official portrait

Sheldon Whitehouse

Sen. (D-RI)

Disclosed trades
717
Purchases
355
Sales
346
Stocks traded
201
Likely still held
35
Latest trade
Jul 20, 2026
Latest filing
Aug 3, 2026

Stocks traded

Most-filed 24 of 201 tickers, with the latest disclosed action
NVDANVIDIA CorporationSoldJun 30, 2026AAPLApple Inc.SoldJun 24, 2026TAT&T Inc.SoldSep 20, 2023AMGNAmgen Inc.SoldSep 4, 2025FBFBSoldFeb 27, 2019SBUXStarbucks CorporationSoldJan 9, 2026TSLATesla, Inc.SoldOct 28, 2024CCitigroup Inc.SoldSep 20, 2023GILDGilead Sciences, Inc.SoldSep 20, 2017IBMInternational Business Machines CorporationSoldDec 19, 2019BIIBBiogen Inc.SoldMar 22, 2019LRCXLam Research CorporationSoldAug 28, 2025CVSCVS Health Corp.BoughtAug 27, 2019JPMJPMorgan Chase & Co.SoldApr 13, 2026KORSKORSSoldMay 27, 2015VZVerizon Communications Inc.SoldFeb 23, 2026BMYBristol-Myers Squibb CompanySoldDec 28, 2018DHRDanaher CorporationSoldAug 28, 2025DISThe Walt Disney CompanySoldOct 29, 2024NFLXNetflix, Inc.SoldFeb 27, 2019NWLNewell Brands Inc.SoldDec 18, 2017WMTWalmart Inc.BoughtAug 28, 2018ADIAnalog Devices, Inc.SoldJul 3, 2025BAThe Boeing CompanySoldMar 15, 2019

Likely current holdings

18 most recently active of 35

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

COHRFirst bought Jun 25, 20261 filingMUFirst bought Jun 25, 20261 filingGHFirst bought Nov 21, 20251 filingHSYFirst bought Nov 21, 20251 filingKOFirst bought Aug 10, 2015Last bought Nov 21, 20256 filingsOn the 2024 disclosureLLYFirst bought Sep 20, 2023Last bought Oct 30, 20243 filingsOn the 2024 disclosureGSFirst bought Dec 13, 2016Last bought Jun 27, 20247 filingsOn the 2024 disclosureNVSFirst bought Sep 20, 2023Last sold Apr 9, 20242 filingsDLRFirst bought Feb 13, 20201 filingOn the 2024 disclosureCVSFirst bought Apr 29, 2014Last bought Aug 27, 20199 filingsOn the 2024 disclosurePGFirst bought Aug 28, 2015Last bought Feb 27, 20192 filingsOn the 2024 disclosureHASFirst bought Jul 7, 2016Last sold Feb 12, 20193 filingsAMZNFirst bought Apr 12, 2016Last bought Dec 28, 20185 filingsOn the 2024 disclosureWMTFirst bought Nov 20, 2015Last bought Aug 28, 20188 filingsOn the 2024 disclosureBRK-BFirst bought Oct 26, 2016Last bought Aug 6, 20184 filingsDALFirst bought Jun 6, 20181 filingOn the 2024 disclosureVFirst bought Feb 10, 2014Last sold Apr 3, 20186 filingsOn the 2024 disclosureSYKFirst bought Aug 24, 20171 filingOn the 2024 disclosure+17 more in the ledger

Reported holdings

314 assets listed

As reported in their 2024 annual disclosure, filed Aug 12, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

XLFState Street Financial Select Sector SPDR ETFSpouse$15,001 - $50,000GOOGLAlphabet Inc.Spouse$50,001 - $100,000TJXThe TJX Companies, Inc.Spouse$1,001 - $15,000XLVState Street Health Care Select Sector SPDR ETFSpouse$15,001 - $50,000AMGNAmgen Inc.Spouse$15,001 - $50,000NFLXNetflix, Inc.Spouse$100,001 - $250,000AMZNAmazon.com, Inc.Spouse$100,001 - $250,000GSThe Goldman Sachs Group, Inc.Spouse$15,001 - $50,000JPMJPMorgan Chase & Co.Spouse$15,001 - $50,000IEMGiShares Core MSCI Emerging Markets ETFSpouse$1,001 - $15,000NVDANVIDIA CorporationSpouse$500,001 - $1,000,000WMTWalmart Inc.Spouse$15,001 - $50,000DALDelta Air Lines, Inc.Spouse$1,001 - $15,000LRCXLam Research CorporationSpouse$50,001 - $100,000IHIiShares U.S. Medical Devices ETFSpouse$15,001 - $50,000PGRThe Progressive CorporationSpouse$1,001 - $15,000VGTVanguard Information Technology ETFSpouse$50,001 - $100,000CIBRFirst Trust Nasdaq Cybersecurity ETFSpouse$15,001 - $50,000PAVEGlobal X - U.S. Infrastructure Development ETFSpouse$15,001 - $50,000VBRVanguard Morningstar Small-Cap Value ETFSpouse$15,001 - $50,000DGRWWisdomTree U.S. Quality Dividend Growth FundSpouse$15,001 - $50,000QQQInvesco QQQ Trust, Series 1Spouse$15,001 - $50,000SMHVanEck Semiconductor ETFSpouse$15,001 - $50,000VIGVanguard Dividend Appreciation ETFSpouse$1,001 - $15,000
Show 178 more listed stocks and funds
VBKVanguard Morningstar Small-Cap Growth ETFSpouse$15,001 - $50,000LLYEli Lilly and CompanySpouse$15,001 - $50,000SPTSState Street SPDR Portfolio Short Term Treasury ETFSpouse$15,001 - $50,000VFHVanguard Financials ETFSpouse$1,001 - $15,000VWOVanguard FTSE Emerging Markets ETFSpouse$1,001 - $15,000JEPIJPMorgan Equity Premium Income ETFSpouse$15,001 - $50,000GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundSpouse$1,001 - $15,000BONDPIMCO Active Bond Exchange-Traded FundSpouse$15,001 - $50,000VEUVanguard FTSE All-World ex-US ETFSpouseNone (or less than $1,001)VDCVanguard Consumer Staples ETFSpouse$15,001 - $50,000VGTVanguard Information Technology ETFSpouse$15,001 - $50,000XLIState Street Industrial Select Sector SPDR ETFSpouse$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFSpouse$1,001 - $15,000NOBLProShares - S&P 500 Dividend Aristocrats ETFSpouse$1,001 - $15,000CIBRFirst Trust Nasdaq Cybersecurity ETFSpouse$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETFSpouse$15,001 - $50,000XLFState Street Financial Select Sector SPDR ETFSpouse$15,001 - $50,000VWOVanguard FTSE Emerging Markets ETFSpouse$1,001 - $15,000VYMVanguard High Dividend Yield ETFSpouse$15,001 - $50,000GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundSpouse$1,001 - $15,000JEPQJPMorgan Nasdaq Equity Premium Income ETFSpouse$15,001 - $50,000QQQInvesco QQQ Trust, Series 1$15,001 - $50,000XLKState Street Technology Select Sector SPDR ETF$15,001 - $50,000VDCVanguard Consumer Staples ETF$15,001 - $50,000XLFState Street Financial Select Sector SPDR ETF$15,001 - $50,000IEMGiShares Core MSCI Emerging Markets ETF$1,001 - $15,000NOBLProShares - S&P 500 Dividend Aristocrats ETF$15,001 - $50,000XLIState Street Industrial Select Sector SPDR ETF$15,001 - $50,000COWZPacer US Cash Cows 100 ETF$1,001 - $15,000XLREState Street Real Estate Select Sector SPDR ETF$15,001 - $50,000KOThe Coca-Cola Company$1,001 - $15,000GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,001 - $15,000CIBRFirst Trust Nasdaq Cybersecurity ETF$15,001 - $50,000PAVEGlobal X - U.S. Infrastructure Development ETF$1,001 - $15,000XLVState Street Health Care Select Sector SPDR ETF$15,001 - $50,000AMZNAmazon.com, Inc.$500,001 - $1,000,000AXPAmerican Express Company$100,001 - $250,000CVSCVS Health Corp.$15,001 - $50,000DHRDanaher Corporation$100,001 - $250,000GOOGLAlphabet Inc.$250,001 - $500,000HONHoneywell International Inc.$50,001 - $100,000MCHPMicrochip Technology Incorporated$50,001 - $100,000MSFTMicrosoft Corporation$500,001 - $1,000,000NKENIKE, Inc.$50,001 - $100,000ORCLOracle Corporation$100,001 - $250,000PEPPepsiCo, Inc.$50,001 - $100,000PGThe Procter & Gamble Company$100,001 - $250,000UNPUnion Pacific Corporation$50,001 - $100,000RTXRTX Corporation$15,001 - $50,000UNHUnitedHealth Group Incorporated$100,001 - $250,000JPMJPMorgan Chase & Co.$100,001 - $250,000LOWLowe's Companies, Inc.$50,001 - $100,000TMOThermo Fisher Scientific Inc.$100,001 - $250,000XLVState Street Health Care Select Sector SPDR ETF$15,001 - $50,000AMGNAmgen Inc.$15,001 - $50,000ELThe Estée Lauder Companies Inc.$15,001 - $50,000PANWPalo Alto Networks, Inc.$100,001 - $250,000VZVerizon Communications Inc.$15,001 - $50,000METAMeta Platforms, Inc.$50,001 - $100,000LRCXLam Research Corporation$100,001 - $250,000NFLXNetflix, Inc.$250,001 - $500,000WMTWalmart Inc.$50,001 - $100,000AAPLApple Inc.$1,000,001 - $5,000,000BACBank of America Corporation$50,001 - $100,000GSThe Goldman Sachs Group, Inc.$100,001 - $250,000HDThe Home Depot, Inc.$250,001 - $500,000CSCOCisco Systems, Inc.$50,001 - $100,000FTVFortive Corporation$15,001 - $50,000NVDANVIDIA Corporation$1,000,001 - $5,000,000SBUXStarbucks Corporation$15,001 - $50,000ADIAnalog Devices, Inc.$15,001 - $50,000IRIngersoll Rand Inc.$15,001 - $50,000SYKStryker Corporation$15,001 - $50,000IHIiShares U.S. Medical Devices ETF$15,001 - $50,000KOThe Coca-Cola Company$15,001 - $50,000DLRDigital Realty Trust, Inc.$15,001 - $50,000CIBRFirst Trust Nasdaq Cybersecurity ETF$15,001 - $50,000XLIState Street Industrial Select Sector SPDR ETF$50,001 - $100,000VFHVanguard Financials ETF$15,001 - $50,000VYMVanguard High Dividend Yield ETF$15,001 - $50,000VEUVanguard FTSE All-World ex-US ETFNone (or less than $1,001)VNTVontier Corporation$1,001 - $15,000SMHVanEck Semiconductor ETF$1,001 - $15,000VDCVanguard Consumer Staples ETF$15,001 - $50,000VBRVanguard Morningstar Small-Cap Value ETF$15,001 - $50,000DGRWWisdomTree U.S. Quality Dividend Growth Fund$15,001 - $50,000ELVElevance Health Inc.$50,001 - $100,000COWZPacer US Cash Cows 100 ETF$15,001 - $50,000GLDSPDR Gold Shares$15,001 - $50,000LLYEli Lilly and Company$50,001 - $100,000JEPIJPMorgan Equity Premium Income ETF$15,001 - $50,000HYGiShares iBoxx $ High Yield Corporate Bond ETF$15,001 - $50,000VOOVanguard S&P 500 ETF$15,001 - $50,000VBKVanguard Morningstar Small-Cap Growth ETF$50,001 - $100,000CMCSAComcast CorporationNone (or less than $1,001)CCICrown Castle Inc.$1,001 - $15,000GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$15,001 - $50,000JEPIJPMorgan Equity Premium Income ETFJointNone (or less than $1,001)ITOTiShares Core S&P Total U.S. Stock Market ETF$50,001 - $100,000VOVanguard Morningstar Mid-Cap ETFNone (or less than $1,001)GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$15,001 - $50,000XLEState Street Energy Select Sector SPDR ETF$1,001 - $15,000IEFAiShares Core MSCI EAFE ETF$1,001 - $15,000GOOGLAlphabet Inc.$15,001 - $50,000AMZNAmazon.com, Inc.$15,001 - $50,000AMGNAmgen Inc.$1,001 - $15,000ADIAnalog Devices, Inc.$15,001 - $50,000AAPLApple Inc.$250,001 - $500,000BACBank of America Corporation$15,001 - $50,000KOThe Coca-Cola Company$15,001 - $50,000CAGConagra Brands, Inc.None (or less than $1,001)DHRDanaher Corporation$15,001 - $50,000HDThe Home Depot, Inc.$15,001 - $50,000HONHoneywell International Inc.$15,001 - $50,000JNJJohnson & JohnsonNone (or less than $1,001)JPMJPMorgan Chase & Co.$50,001 - $100,000LRCXLam Research CorporationNone (or less than $1,001)LMTLockheed Martin Corporation$15,001 - $50,000MAMastercard Incorporated$15,001 - $50,000MCDMcDonald's CorporationNone (or less than $1,001)MSFTMicrosoft Corporation$100,001 - $250,000NVDANVIDIA Corporation$250,001 - $500,000PEPPepsiCo, Inc.$15,001 - $50,000PGThe Procter & Gamble Company$15,001 - $50,000RTXRTX Corporation$50,001 - $100,000SBUXStarbucks Corporation$1,001 - $15,000UNHUnitedHealth Group Incorporated$15,001 - $50,000VZVerizon Communications Inc.$1,001 - $15,000VVisa Inc.$50,001 - $100,000WMTWalmart Inc.$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETF$1,001 - $15,000XLIState Street Industrial Select Sector SPDR ETF$1,001 - $15,000QQQInvesco QQQ Trust, Series 1$15,001 - $50,000VDCVanguard Consumer Staples ETFNone (or less than $1,001)VIGVanguard Dividend Appreciation ETFNone (or less than $1,001)VFHVanguard Financials ETF$1,001 - $15,000VYMVanguard High Dividend Yield ETF$15,001 - $50,000KVUEKenvue Inc.None (or less than $1,001)JEPIJPMorgan Equity Premium Income ETF$15,001 - $50,000VOOVanguard S&P 500 ETF$1,001 - $15,000GOOGLAlphabet Inc.Spouse$15,001 - $50,000AMZNAmazon.com, Inc.Spouse$15,001 - $50,000AMGNAmgen Inc.Spouse$15,001 - $50,000ADIAnalog Devices, Inc.Spouse$15,001 - $50,000AAPLApple Inc.Spouse$250,001 - $500,000BACBank of America CorporationSpouse$15,001 - $50,000KOThe Coca-Cola CompanySpouse$15,001 - $50,000CAGConagra Brands, Inc.SpouseNone (or less than $1,001)DHRDanaher CorporationSpouseNone (or less than $1,001)HDThe Home Depot, Inc.Spouse$15,001 - $50,000HONHoneywell International Inc.Spouse$15,001 - $50,000IRIngersoll Rand Inc.SpouseNone (or less than $1,001)JNJJohnson & JohnsonSpouseNone (or less than $1,001)JPMJPMorgan Chase & Co.Spouse$50,001 - $100,000LRCXLam Research CorporationSpouse$15,001 - $50,000LMTLockheed Martin CorporationSpouse$15,001 - $50,000MAMastercard IncorporatedSpouse$15,001 - $50,000MCDMcDonald's CorporationSpouse$15,001 - $50,000METMetLife, Inc.SpouseNone (or less than $1,001)MSFTMicrosoft CorporationSpouse$100,001 - $250,000NVDANVIDIA CorporationSpouse$250,001 - $500,000PEPPepsiCo, Inc.Spouse$15,001 - $50,000PGThe Procter & Gamble CompanySpouse$15,001 - $50,000RTXRTX CorporationSpouseNone (or less than $1,001)SBUXStarbucks CorporationSpouse$1,001 - $15,000UNHUnitedHealth Group IncorporatedSpouse$15,001 - $50,000VZVerizon Communications Inc.Spouse$1,001 - $15,000VVisa Inc.Spouse$50,001 - $100,000WMTWalmart Inc.Spouse$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETFSpouse$15,001 - $50,000XLIState Street Industrial Select Sector SPDR ETFSpouseNone (or less than $1,001)QQQInvesco QQQ Trust, Series 1Spouse$15,001 - $50,000VDCVanguard Consumer Staples ETFSpouseNone (or less than $1,001)VIGVanguard Dividend Appreciation ETFSpouse$15,001 - $50,000VFHVanguard Financials ETFSpouseNone (or less than $1,001)VYMVanguard High Dividend Yield ETFSpouseNone (or less than $1,001)VBKVanguard Morningstar Small-Cap Growth ETFSpouse$1,001 - $15,000KVUEKenvue Inc.Spouse$1,001 - $15,000

Other reported assets (112)

  • Morgan Stanley SEP IRASpouse
  • JCAPX - Janus Forty I (NASDAQ)Spouse$50,001 - $100,000
  • JBALX - Janus Balanced I (NASDAQ)Spouse$15,001 - $50,000
  • SAPYX - ClearBridge Appreciation I (NASDAQ)Spouse$15,001 - $50,000
  • MORGAN STANLEY (NEWPORT, RI) Type: Brokerage Sweep AccountSpouse$15,001 - $50,000
  • VETAX-Victory Sycamore Established Value ASpouse$15,001 - $50,000
  • AMBFX-American Funds American Balanced F2Spouse$15,001 - $50,000
  • IAU - iShares Gold TrustSpouse$1,001 - $15,000
  • AMEFX - American Funds The Income Fund of America Class F-Spouse$15,001 - $50,000
  • NFFFX - American Funds New World Fund Class F-2Spouse$1,001 - $15,000
  • LMGNX - ClearBridge International Growth Fund Class ISpouse$1,001 - $15,000
  • CSDIX - Cohen & Steers Real Estate Securities Fund, Inc. CSpouse$1,001 - $15,000
Show 100 more
  • JMGRX - Janus Henderson Enterprise Fund Class ISpouse$15,001 - $50,000
  • NWKDX - Nationwide Geneva Small Cap Growth Fund InstitutioSpouse$15,001 - $50,000
  • AMRFX - American Mutual Fund Class F-2 SharesSpouse$15,001 - $50,000
  • GSFTX - Columbia Dividend Income Fund Class ISpouse$15,001 - $50,000
  • NZAC - SPDR MSCI ACWI Climate Paris Aligned ETFSpouse$15,001 - $50,000
  • IUGXX - Invesco Premier US Government Money Portfolio INSpouse$100,001 - $250,000
  • HFQIX - Janus Henderson Global Equity Income Fund - I ShSpouse$1,001 - $15,000
  • FTHSX - Fullerthaler Behavioral Small-Cap Equity Fund InSpouse$15,001 - $50,000
  • Morgan Stanley- IRASpouse
  • BRK-B - Berkshire Hathaway Inc.Spouse$15,001 - $50,000
  • Morgan Stanley Private Bank (Newport, RI) Type: Brokerage Sweep AccountSpouse$1,001 - $15,000
  • CEYIX - Calvert Equity Fund Class ISpouse$1,001 - $15,000
  • LMGNX - ClearBridge International Growth Fund Class ISpouse$1,001 - $15,000
  • GSFTX - Columbia Dividend Income Fund Class ISpouse$15,001 - $50,000
  • IAU - ishares Gold TrustSpouse$15,001 - $50,000
  • NFFFX - New World Fund Inc. Class F-2 ShsSpouse$1,001 - $15,000
  • IUGXX INVESCO PREM US GOVT MNY INSTSpouse$15,001 - $50,000
  • HYG- ISHARES IBOXX HY CORSpouse$15,001 - $50,000
  • PONPX- PIMCO INCOME 12Spouse$15,001 - $50,000
  • VIG- VANGUARD DIVIDEND APPRECISpouse$1,001 - $15,000
  • Morgan Stanley-IRA
  • Goldman Sachs Abslt Ret Trck I (GJRTX)$15,001 - $50,000
  • JP Morgan Dynamic Small Cap Gr Sel (JDSCX)$15,001 - $50,000
  • BRK-B - Berkshire Hathaway Inc.$1,001 - $15,000
  • WMFFX-American Funds Washington Mutual F2$15,001 - $50,000
  • SBLYX - ClearBridge Large Cap Growth I$15,001 - $50,000
  • JMGRX - Janus Henderson Enterprise I$15,001 - $50,000
  • NFFFX - American Funds New World F2$15,001 - $50,000
  • VEVIX - Victory Sycamore Established Value I$15,001 - $50,000
  • AMEFX - American Funds The Income Fund of America Class F-$15,001 - $50,000
  • CGW - Invesco S&P Global Water Index ETF$1,001 - $15,000
  • Morgan Stanley (Newport, RI) Type: Brokerage Sweep Account$1,001 - $15,000
  • IAU - iShares Gold Trust$1,001 - $15,000
  • LMGNX - ClearBridge International Growth Fund Class I$1,001 - $15,000
  • GSFTX - Columbia Dividend Income Fund Institutional Class$15,001 - $50,000
  • PRBLX - Parnassus Core Equity Fund - Investor Shares$15,001 - $50,000
  • IUGXX - Invesco Premier US Government Money Portfolio IN$100,001 - $250,000
  • US TREASURY NOTE Rate/Coupon: None Matures: None$15,001 - $50,000
  • US TREASURY NOTE Rate/Coupon: None Matures: None$15,001 - $50,000
  • JEPI- JP MORGAN EQUITY PREMIUM$15,001 - $50,000
  • HFQIX- JAMES HENDERSON GLB$15,001 - $50,000
  • PONPX-PIMCO INCOME 12$1,001 - $15,000
  • PFD - Flaherty & Crumrine Preferred Inc$15,001 - $50,000
  • FTHSX - Fullerthaler Behavioral Small-Cap Equity Fund In$1,001 - $15,000
  • Morgan Stanley- Sheldon Whitehouse Family Trust
  • V-Visa Inc. (NYSE)$250,001 - $500,000
  • ANWFX-American Funds New Perspective F2$50,001 - $100,000
  • BRK-B - Berkshire Hathaway Inc.$50,001 - $100,000
  • Morgan Stanley (Newport, RI) Type: Money Market Account$15,001 - $50,000
  • CAIFX - Capital Income Builder Cl F-2 Shs$1,001 - $15,000
  • IUGXX - Invesco Premier US Government Money Portfolio IN$50,001 - $100,000
  • CSVIX - Calvert Small Cap Fund Class I$1,001 - $15,000
  • PARWX - Parnassus Endeavor Fund - Investor Shares$15,001 - $50,000
  • NVS - Novartis Ag ADR$1,001 - $15,000
  • SDZNY- Sandoz Group AG ADR$1,001 - $15,000
  • GQGIX - Gqg Partners Emerging Markets Equity Fund Instit$1,001 - $15,000
  • DEO - Diageo Plc ADRNone (or less than $1,001)
  • Morgan Stanley [1]Joint
  • Morgan Stanley (Newport, RI) Type: Money Market AccountJoint$100,001 - $250,000
  • Morgan Stanley [3]Joint
  • CEYIX - Calvert Equity Fund Class IJointNone (or less than $1,001)
  • MS TP Ltd Partnership Company: Tab Products (Mayville, WI) Description: Sale of Office Supplies Filer comment: Sold for a loss in 2024None (or less than $1,001)
  • Helen Chase Rand Residual Trust
  • TROIX - T. Rowe Price Overseas Stock I$1,001 - $15,000
  • Wells Fargo Market Deposit AC (New York, NY) Type: Money Market Account$15,001 - $50,000
  • PTTRX - PIMCO Total Return Fund Institutional Class$15,001 - $50,000
  • FGBMX - Fidelity Advisor New Markets Income Fund Class Z$1,001 - $15,000
  • BAGIX - Baird Aggregate Bond Fund Institutional Class$50,001 - $100,000
  • DODGX - Dodge & Cox Stock Fund$1,001 - $15,000
  • PCRIX - Pimco Commodityrealreturn Strategy Fund Institut$1,001 - $15,000
  • PHYQX - PGIM High Yield Fund Class R6$1,001 - $15,000
  • TGEPX - Tcw Emerging Markets Income Fund Plan Share$1,001 - $15,000
  • TMPRX - Touchstone Mid Cap Fund Class R6$1,001 - $15,000
  • JENYX - Jensen Quality Growth Fund - Class Y SharesNone (or less than $1,001)
  • JCBUX - Jpmorgan Core Bond Fund R6$15,001 - $50,000
  • GSIYX - Goldman Sachs Gqg Partners International Opportu$1,001 - $15,000
  • MHYSX - Nyli Mackay High Yield Corporate Bond Fund Class$1,001 - $15,000
  • PMAQX - Principal Funds Inc. - Midcap Fund Class R6$1,001 - $15,000
  • LCGJX - William Blair Large Cap Growth Fund Class R6$1,001 - $15,000
  • ECSQX - Embark Commodity Strategy Fund Retirement Class$1,001 - $15,000
  • ESCQX - Embark Small Cap Equity Fund Retirement Class$1,001 - $15,000
  • Rita D Sellar GST Exempt TrustSpouse
  • H Yale TW Dolan TrustSpouse
  • Sarah B TD Dolan TrustSpouse
  • Thomas Dolan TrustSpouse
  • Bank of America (Newport, RI) Type: CheckingSpouse$1,001 - $15,000
  • Morgan Stanley- Sheldon Whitehouse Tr- 2004
  • Morgan Stanley (Newport, RI) Type: Money Market Account$1,001 - $15,000
  • UL - Unilever PLC Common StockNone (or less than $1,001)
  • GSFTX - Columbia Dividend Income Fund Class INone (or less than $1,001)
  • RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032$15,001 - $50,000
  • Morgan Stanley-Sandra Whitehouse Tr-2004Spouse
  • Morgan Stanley (Newport, RI) Type: Money Market AccountSpouse$1,001 - $15,000
  • UL - Unilever PLC Common StockSpouseNone (or less than $1,001)
  • IAU - ishares Gold TrustSpouseNone (or less than $1,001)
  • GSFTX - Columbia Dividend Income Fund Class ISpouseNone (or less than $1,001)
  • VCSP/COLLEGEAMERICA SANDRA WHITEHOUSE fbo V KLAZMER Institution: MORGAN STANLEYSpouse
  • CGPAX - American Funds Growth Portfolio Class 529-ASpouse$15,001 - $50,000
  • VCSP/COLLEGEAMERICA SANDRA WHITEHOUSE fbo G KLAZMER Institution: MORGAN STANLEYSpouse
  • CGPAX - American Funds Growth Portfolio Class 529-ASpouse$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jul 20, 2026Lowe's Companies, Inc.LOWSale$1,001 - $15,000Aug 3, 202614 days
Jun 30, 2026NVIDIA CorporationNVDASale$15,001 - $50,000Jul 8, 20268 days
Jun 25, 2026Coherent, Inc.COHRPurchase$15,001 - $50,000Jul 8, 202613 days
Jun 25, 2026Crown Castle Inc.CCISale$1,001 - $15,000Jul 8, 202613 days
Jun 25, 2026Micron Technology, Inc.MUPurchase$1,001 - $15,000Jul 8, 202613 days
Jun 24, 2026Apple Inc.AAPLSale$15,001 - $50,000Jul 8, 202614 days
May 8, 2026NVIDIA CorporationNVDASale$100,001 - $250,000Jun 2, 202625 days
May 7, 2026Oracle CorporationORCLSale$15,001 - $50,000Jun 2, 202626 days
Apr 13, 2026JPMorgan Chase & Co.JPMSale$15,001 - $50,000May 4, 202621 days
Mar 30, 2026PepsiCo, Inc.PEPSale$1,001 - $15,000Apr 8, 20269 days
Feb 23, 2026Mastercard IncorporatedMASale$1,001 - $15,000Mar 6, 202611 days
Feb 23, 2026Verizon Communications Inc.VZSale$1,001 - $15,000Mar 6, 202611 days
Feb 23, 2026The Home Depot, Inc.HDSale$1,001 - $15,000Mar 6, 202611 days
Feb 23, 2026PepsiCo, Inc.PEPSale$1,001 - $15,000Mar 6, 202611 days
Jan 9, 2026McDonald's CorporationMCDSale$15,001 - $50,000Feb 4, 202626 days
Jan 9, 2026NVIDIA CorporationNVDASale$1,001 - $15,000Feb 4, 202626 days
Jan 9, 2026Starbucks CorporationSBUXSale (Full)$1,001 - $15,000Feb 4, 202626 days
Jan 9, 2026NVIDIA CorporationNVDASale (Partial)$1,001 - $15,000Feb 4, 202626 days
Jan 9, 2026The Home Depot, Inc.HDSale (Partial)$1,001 - $15,000Feb 4, 202626 days
Jan 9, 2026The Home Depot, Inc.HDSale$1,001 - $15,000Feb 4, 202626 days

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