Sheldon Whitehouse Democrat · RI
Senate · in office · serving since 2007 · born October 20, 1955
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Every trade here is a legally required disclosure, not an allegation — timing can be coincidence. Weigh the pattern against the sources linked on each row.
Transactions
211
across 50 filings
Securities traded
83
11 active in 6 months
Disclosed range total
$1,565,211
sum of filed minimums
Trading timeline
Purchases 47 Sales 150 Exchanges 14
Higher marks are larger filed ranges (log scale). Hover a mark for the detail; click it to open that day's trades. Same-day trades in one band collapse into one mark with a count.
In plain language
Of 211 disclosed trades, 1 was flagged by the site's published rules — 0.5%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · committee window
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Campaign money 2030 cycle
Raised
$500,288
From individuals
$436,293
From PACs
$53,940
Cash on hand
$1,059,879
Campaign finance from the FEC, shown as context beside the trading record. We do not draw a line from any donor to any trade: the FEC's donor data cannot support that honestly, and inventing the link would be the kind of unsourced inference this site refuses. Read the two together and judge for yourself.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, RI | 110th–119th | 2007–2031 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| Commission on Security and Cooperation in Europe | Member | 1 | minority | record |
| Senate Committee on Environment and Public Works | Ranking Member | 1 | minority | record |
| Senate Committee on Finance | Member | 5 | minority | record |
| Senate Committee on the Budget | Member | 5 | minority | record |
| Senate Committee on the Judiciary | Member | 2 | minority | record |
| United States Senate Caucus on International Narcotics Control | Chairman | 1 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Commission on Security and Cooperation in Europe | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Finance | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on the Budget | Chairman | 2023-02 → 2024-11 |
| 118th | Senate Committee on the Judiciary | Member | 2023-02 → 2024-11 |
| 118th | United States Senate Caucus on International Narcotics Control | Chairman | 2023-02 → 2024-11 |
| 117th | Commission on Security and Cooperation in Europe | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Environment and Public Works | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Finance | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on the Budget | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on the Judiciary | Member | 2021-01 → 2022-11 |
| 117th | United States Senate Caucus on International Narcotics Control | Chairman | 2021-01 → 2022-11 |
| 116th | Commission on Security and Cooperation in Europe | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Environment and Public Works | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Finance | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on the Budget | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on the Judiciary | Member | 2019-01 → 2020-12 |
| 116th | United States Senate Caucus on International Narcotics Control | Member | 2019-01 → 2020-12 |
| 115th | Commission on Security and Cooperation in Europe | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Environment and Public Works | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Finance | Member | 2018-02 → 2018-12 |
| 115th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2017-01 → 2018-01 |
| 115th | Senate Committee on the Budget | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on the Judiciary | Member | 2017-01 → 2018-12 |
| 115th | Senate Special Committee on Aging | Member | 2017-01 → 2018-01 |
| 115th | United States Senate Caucus on International Narcotics Control | Member | 2017-01 → 2018-12 |
| 114th | Commission on Security and Cooperation in Europe | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Environment and Public Works | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on the Budget | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on the Judiciary | Member | 2015-02 → 2016-12 |
| 114th | Senate Special Committee on Aging | Member | 2015-02 → 2016-12 |
| 114th | United States Senate Caucus on International Narcotics Control | Member | 2015-02 → 2016-12 |
| 113th | Commission on Security and Cooperation in Europe | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Environment and Public Works | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on the Budget | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on the Judiciary | Member | 2013-01 → 2014-11 |
| 113th | Senate Special Committee on Aging | Member | 2013-01 → 2014-11 |
| 113th | United States Senate Caucus on International Narcotics Control | Member | 2013-01 → 2014-11 |
| 112th | Commission on Security and Cooperation in Europe | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Environment and Public Works | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on the Budget | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on the Judiciary | Member | 2012-11 → 2012-11 |
| 112th | Senate Special Committee on Aging | Member | 2012-11 → 2012-11 |
| 112th | United States Senate Caucus on International Narcotics Control | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 3 | 2 / 10 | $382,502 | 2026-06-30 |
| MU | Micron Technology | Semiconductors | 1 | 1 / 0 | $8,001 | 2026-06-25 |
| COHR | Coherent Corp | Medical Devices | 1 | 1 / 0 | $32,501 | 2026-06-25 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 1 | 1 / 1 | $8,001 | 2026-06-25 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 2 | 0 / 6 | $65,001 | 2026-06-24 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 1 | 0 / 1 | $32,501 | 2026-05-07 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 1 | 0 / 1 | $32,501 | 2026-04-13 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 1 / 3 | $24,002 | 2026-03-30 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 1 / 2 | $8,001 | 2026-02-23 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 1 | 2 / 4 | $8,001 | 2026-02-23 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 1 | 0 / 3 | $8,001 | 2026-02-23 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 3 | 1 / 2 | $48,502 | 2019-04 → 2026-01 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 7 | 0 / 7 | $80,504 | 2024-10 → 2026-01 |
| KO | Coca-Cola Company | Food & Beverage | 4 | 4 / 0 | $32,002 | 2019-06 → 2025-11 |
| HSY | Hershey Foods Corp | Food & Beverage | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| GH | Guardant Health Inc | Healthcare Services | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| PGR | Progressive Corp | Insurance | 2 | 1 / 1 | $40,501 | 2019-04 → 2025-10 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 0 / 3 | $73,002 | 2024-10 → 2025-09 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 2 | 0 / 2 | $65,001 | 2025-08 → 2025-09 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2024-09 → 2025-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 1 / 1 | $40,501 | 2024-06 → 2025-09 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 3 | 1 / 2 | $24,002 | 2023-09 → 2025-08 |
| LRCX | Lam Research Corp | Industrials | 2 | 0 / 2 | $65,001 | 2024-12 → 2025-08 |
| DHR | Danaher Corp | Medical Devices | 2 | 0 / 2 | $40,501 | 2024-04 → 2025-08 |
| ADI | Analog Devices | Semiconductors | 1 | 0 / 1 | $32,501 | 2025-07 → 2025-07 |
| EL | Estee Lauder Companies | Chemicals | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| MET | Metlife Inc | Insurance | 2 | 0 / 2 | $16,001 | 2023-09 → 2024-11 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 3 | 3 / 0 | $73,002 | 2023-09 → 2024-10 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 0 / 2 | $16,001 | 2024-07 → 2024-10 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 9 | 4 / 5 | $337,005 | 2018-12 → 2024-10 |
| CELH | Celsius Holdings Inc | Food & Beverage | 2 | 1 / 1 | $16,001 | 2023-11 → 2024-10 |
| SNOW | Snowflake Inc Cl A | Software & IT Services | 2 | 1 / 1 | $16,001 | 2023-12 → 2024-08 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 2 | 0 / 2 | $16,001 | 2024-07 → 2024-07 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $65,001 | 2024-07 → 2024-07 |
| GS | Goldman Sachs Group | Capital Markets | 2 | 1 / 1 | $40,501 | 2018-12 → 2024-06 |
| DEO | Diageo Plc ADR | Food & Beverage | 1 | 0 / 1 | $32,501 | 2024-05 → 2024-05 |
| UL | Unilever Plc ADR | Chemicals | 2 | 0 / 2 | $16,001 | 2024-03 → 2024-04 |
| IR | Ingersoll Rand Inc | Industrials | 2 | 0 / 2 | $16,001 | 2023-09 → 2024-04 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 2 | 0 / 1 | $65,001 | 2020-04 → 2024-04 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 2 | 1 / 1 | $40,501 | 2023-09 → 2024-04 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 0 / 1 | $32,501 | 2024-03 → 2024-03 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| TGT | Target Corp | Retail & Consumer | 2 | 1 / 1 | $65,001 | 2022-01 → 2023-12 |
| VLTO | Veralto Corp Common Stock (VLTO) | Medical Devices | 3 | 0 / 3 | $24,002 | 2023-11 → 2023-11 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 1 | 0 / 1 | $75,001 | 2023-11 → 2023-11 |
| PYPL | Paypal Holdings | Business Services | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| BTO | John Hancock Financial Opportunities Fu… | — | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| WBD | Warner Bros. Discovery, Inc. - Series A… | Telecommunications | 2 | 0 / 2 | $16,001 | 2023-09 → 2023-09 |
| C | Citigroup Inc | Banking | 4 | 0 / 4 | $32,002 | 2018-12 → 2023-09 |
| SQ | Block, Inc. Class A Common Stock, (SQ) | — | 3 | 2 / 1 | $24,002 | 2018-12 → 2023-09 |
| T | AT&T Inc. (T) | Telecommunications | 8 | 4 / 4 | $113,004 | 2018-12 → 2023-09 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 0 / 1 | $32,501 | 2023-09 → 2023-09 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 4 | 2 / 2 | $81,002 | 2019-04 → 2023-09 |
| ESS | Essex Property Trust, Inc. Common Stock… | Investment Funds | 2 | 0 / 2 | $16,001 | 2023-04 → 2023-04 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 1 | 0 / 1 | $8,001 | 2021-08 → 2021-08 |
| MCHP | Microchip Technology Incorporated - Com… | Semiconductors | 1 | 0 / 1 | $32,501 | 2021-08 → 2021-08 |
| TT | Trane Technologies plc (TT) | Medical Devices | 2 | 0 / 2 | $65,001 | 2020-09 → 2020-09 |
| CB | Chubb Ltd | Insurance | 1 | 0 / 1 | $32,501 | 2020-09 → 2020-09 |
| OTIS | Otis Worldwide Corp | Electronics | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| CARR | Carrier Global Corp | Other | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Medical Devices | 2 | 1 / 1 | $16,001 | 2018-12 → 2020-03 |
| SIEGY | Siemens AG American Depositary Shares (… | — | 2 | 1 / 1 | $65,001 | 2019-04 → 2020-03 |
| CGNX | Cognex Corporation | Medical Devices | 2 | 1 / 1 | $65,001 | 2019-04 → 2020-03 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 1 | 0 / 1 | $32,501 | 2020-02 → 2020-02 |
| DLR | Digital Realty Trust, Inc. Common Stock… | Investment Funds | 1 | 1 / 0 | $32,501 | 2020-02 → 2020-02 |
| IBM | International Business Machines Corpora… | Technology Hardware | 3 | 0 / 3 | $24,002 | 2019-07 → 2019-12 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 2 | 2 / 0 | $16,001 | 2019-05 → 2019-08 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 2 | 0 / 2 | $65,001 | 2019-02 → 2019-06 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| BA | Boeing Company (BA) | Defense & Aerospace | 2 | 0 / 2 | $40,501 | 2019-03 → 2019-03 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 2 | 0 / 2 | $40,501 | 2018-12 → 2019-02 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 1 / 0 | $8,001 | 2019-02 → 2019-02 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| HAS | Hasbro, Inc. - Common Stock (HAS) | Consumer Goods | 1 | 0 / 1 | $32,501 | 2019-02 → 2019-02 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| F | Ford Motor Company Common Stock (F) | Automotive | 2 | 0 / 2 | $16,001 | 2018-12 → 2018-12 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2018-12 → 2018-12 |
| COF | Capital One Financial Corporation Commo… | Banking | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
| REZI | Resideo Technologies, Inc. | Wholesale | 2 | 0 / 2 | $16,001 | 2018-12 → 2018-12 |
| BUD | Anheuser-Busch Inbev SA Sponsored ADR (… | Food & Beverage | 2 | 0 / 2 | $40,501 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | +8.0% | 11 | $112,506 |
| 2025 | -3.7% | 26 | $600,013 |
| 2024 | +0.7% | 38 | $740,519 |
| 2023 | +0.4% | 25 | $389,513 |
| 2022 | -10.5% | 4 | $81,002 |
| 2021 | +7.3% | 4 | $105,502 |
| 2020 | -14.1% | 12 | $267,506 |
| 2019 | -11.6% | 31 | $468,516 |
| 2018 | -2.9% | 20 | $282,510 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-30 | NVDA | NVIDIA Corporation - Common Stock | sell | $15,001 – $50,000 | self | record |
| 2026-06-25 | MU | Micron Technology, Inc. - Common Stock | buy | $1,001 – $15,000 | self | record |
| 2026-06-25 | COHR | Coherent Corp. Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-06-25 | CCI | Crown Castle Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2026-06-24 | AAPL | Apple Inc. - Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2026-06-24 | AAPL | Apple Inc. - Common Stock | sell | $15,001 – $50,000 | self | record |
| 2026-05-08 | NVDA | NVIDIA Corporation - Common Stock | sell | $100,001 – $250,000 | spouse | record |
| 2026-05-08 | NVDA | NVIDIA Corporation - Common Stock | sell | $100,001 – $250,000 | self | record |
| 2026-05-07 | ORCL | Oracle Corporation Common Stock | sell | $15,001 – $50,000 | self | record |
| 2026-04-13 | JPM | JP Morgan Chase & Co. Common Stock | sell | $15,001 – $50,000 | self | record |
| 2026-03-30 | PEP | PepsiCo, Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2026-02-23 | PEP | PepsiCo, Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2026-02-23 | MA | Mastercard Incorporated Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2026-02-23 | VZ | Verizon Communications Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2026-02-23 | PEP | PepsiCo, Inc. - Common Stock | sell | $1,001 – $15,000 | self | record |
| 2026-02-23 | HD | Home Depot, Inc. (The) Common Stock | sell | $1,001 – $15,000 | self | record |
| 2026-01-09 | MCD | McDonald's Corp | sell | $15,001 – $50,000 | spouse | record |
| 2026-01-09 | NVDA | Nvidia Corp | sell | $1,001 – $15,000 | spouse | record |
| 2026-01-09 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | spouse | record |
| 2026-01-09 | HD | Home Depot | sell | $1,001 – $15,000 | self | record |
| 2026-01-09 | NVDA | Nvidia Corp | sell | $1,001 – $15,000 | self | record |
| 2026-01-09 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | self | record |
| 2025-11-21 | HSY | Hershey Foods Corp | buy | $1,001 – $15,000 | self | record |
| 2025-11-21 | KO | Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2025-11-21 | GH | Guardant Health Inc | buy | $1,001 – $15,000 | self | record |
| 2025-10-27 | PGR | Progressive Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-20 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | AAPL | Apple Inc | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | AMGN | Amgen Inc | sell | $1,001 – $15,000 | self | record |
| 2025-09-04 | — | RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032 | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | HON | Honeywell International Inc | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | VZ | Verizon Communications Inc | sell | $1,001 – $15,000 | self | record |
| 2025-09-04 | UNH | Unitedhealth Group Inc | sell | $15,001 – $50,000 | self | record |
| 2025-08-28 | DHR | Danaher Corp | sell | $1,001 – $15,000 | self | record |
| 2025-08-28 | KVUE | Kenvue Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-28 | LRCX | Lam Research Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-08-28 | UNH | Unitedhealth Group Inc | sell | $15,001 – $50,000 | spouse | record |
| 2025-07-07 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-07-03 | ADI | Analog Devices | sell | $15,001 – $50,000 | self | record |
| 2025-04-29 | EL | Estee Lauder Companies | sell | $1,001 – $15,000 | self | record |
| 2025-04-14 | SBUX | Starbucks Corp | sell | $15,001 – $50,000 | self | record |
| 2025-04-14 | AAPL | Apple Inc | sell | $15,001 – $50,000 | self | record |
| 2025-04-14 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-04-11 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | self | record |
| 2025-04-11 | SBUX | Starbucks Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-04-03 | HON | Honeywell International Inc | sell | $15,001 – $50,000 | spouse | record |
| 2025-01-06 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | self | record |
| 2024-12-19 | AAPL | Apple Inc | sell | $15,001 – $50,000 | self | record |
| 2024-12-19 | LRCX | Lam Research Corp | sell | $15,001 – $50,000 | self | record |
| 2024-11-19 | — | RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034 | sell | $15,001 – $50,000 | spouse | record |
| 2024-11-19 | MET | Metlife Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-11-18 | KVUE | Kenvue Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-30 | LLY | Eli Lilly and Company | buy | $15,001 – $50,000 | self | record |
| 2024-10-29 | MA | Mastercard Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | HON | Honeywell International Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | VZ | Verizon Communications Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | DIS | Walt Disney Company | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-29 | MA | Mastercard Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-29 | VZ | Verizon Communications Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-29 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-28 | TSLA | Tesla Inc | sell | $15,001 – $50,000 | self | record |
| 2024-10-28 | TSLA | Tesla Inc | sell | $100,001 – $250,000 | spouse | record |
| 2024-10-11 | TSLA | Tesla Inc | sell | $15,001 – $50,000 | self | record |
| 2024-10-08 | CELH | Celsius Holdings Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-08 | KO | Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2024-09-17 | AMGN | Amgen Inc | sell | $1,001 – $15,000 | self | record |
| 2024-08-15 | SNOW | Snowflake Inc Cl A | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-30 | CAG | Conagra Brands Inc | sell | $1,001 – $15,000 | self | record |
| 2024-07-30 | CAG | Conagra Brands Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-25 | DIS | Walt Disney Company | sell | $1,001 – $15,000 | self | record |
| 2024-07-03 | MCD | McDonald's Corp | sell | $1,001 – $15,000 | self | record |
| 2024-07-03 | JNJ | Johnson & Johnson | sell | $15,001 – $50,000 | self | record |
| 2024-07-03 | JNJ | Johnson & Johnson | sell | $15,001 – $50,000 | spouse | record |
| 2024-06-27 | GS | Goldman Sachs Group, Inc. (The) Common Stock | buy | $1,001 – $15,000 | self | record |
| 2024-06-13 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | self | record |
| 2024-06-13 | HD | Home Depot | buy | $1,001 – $15,000 | self | record |
| 2024-05-10 | CCI | Crown Castle Inc | buy | $1,001 – $15,000 | self | record |
| 2024-05-08 | DEO | Diageo Plc ADR | sell | $15,001 – $50,000 | self | record |
| 2024-04-30 | — | JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056 | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | NVS | Novartis Ag ADR | sell | $1,001 – $15,000 | self | record |
| 2024-04-09 | IR | Ingersoll Rand Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | UL | Unilever Plc ADR | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | DHR | Danaher Corp | sell | $15,001 – $50,000 | spouse | record |
| 2024-04-09 | RTX | RTX Corporation Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-03-22 | UL | Unilever Plc ADR | sell | $1,001 – $15,000 | self | record |
| 2024-03-13 | CMCSA | Comcast Corp A | sell | $15,001 – $50,000 | self | record |
| 2023-12-14 | LLY | Eli Lilly and Company | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-14 | SNOW | Snowflake Inc Cl A | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | PFE | Pfizer Inc | sell | $1,001 – $15,000 | self | record |
| 2023-12-07 | KO | Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2023-12-07 | TGT | Target Corp | sell | $15,001 – $50,000 | self | record |
| 2023-11-29 | VLTO | Veralto Corporation | sell | $1,001 – $15,000 | self | record |
| 2023-11-29 | VLTO | Veralto Corporation | sell | $1,001 – $15,000 | self | record |
| 2023-11-29 | VLTO | Veralto Corporation | sell | $1,001 – $15,000 | spouse | record |
| 2023-11-16 | KMB | Kimberly-Clark Corp | sell | $50,001 – $100,000 | self | record |
| 2023-11-08 | CELH | Celsius Holdings Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | LLY | Eli Lilly and Company | buy | $15,001 – $50,000 | self | record |
| 2023-09-20 | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | SQ | Block, Inc. Class A Common Stock, | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | TSLA | Tesla Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | T | AT&T Inc | sell | $15,001 – $50,000 | self | record |
| 2023-09-20 | MMM | 3M Company | sell | $15,001 – $50,000 | self | record |
| 2023-09-20 | NVS | Novartis Ag ADR | buy | $15,001 – $50,000 | self | record |
| 2023-09-20 | VZ | Verizon Communications Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | KVUE | Kenvue Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | IR | Ingersoll Rand Inc | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | MET | Metlife Inc | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | INTC | Intel Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | BTO | John Hancock Financial Opportunities Fund Common S | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | T | AT&T Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | PYPL | Paypal Holdings | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | C | Citigroup Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-24 | — | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | exchange | $1,001 – $15,000 | self | record |
| 2023-08-24 | — | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | exchange | $1,001 – $15,000 | spouse | record |
| 2023-04-18 | ESS | Essex Property Trust, Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2023-04-18 | ESS | Essex Property Trust, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-11-29 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2022-11-29 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-04-11 | — | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | exchange | $1,001 – $15,000 | self | record |
| 2022-04-11 | — | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | exchange | $1,001 – $15,000 | spouse | record |
| 2022-01-28 | TSLA | Tesla, Inc. - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2022-01-28 | TGT | Target Corporation Common Stock | buy | $15,001 – $50,000 | self | record |
| 2021-08-30 | T | AT&T Inc. | sell | $15,001 – $50,000 | joint | record |
| 2021-08-30 | MCHP | Microchip Technology Incorporated - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2021-08-30 | BABA | Alibaba Group Holding Limited American Depositary | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-27 | — | MACYS RETAIL HLDGS INC Rate/Coupon: 3.875% Matures: 01/15/2022 | sell | $15,001 – $50,000 | joint | record |
| 2021-06-07 | — | Genl Motors Financial Co Inc Rate/Coupon: 3.2% Matures: 07/06/2021 | sell | $15,001 – $50,000 | joint | record |
| 2021-04-28 | INTC | Intel Corporation | sell | $15,001 – $50,000 | self | record |
| 2021-04-07 | — | GENERAL ELECTRIC CO FIXED TO 012021 Rate/Coupon: 5.0% Matures: 04/07/2061 | sell | $15,001 – $50,000 | joint | record |
| 2020-12-30 | — | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021 | sell | $1,001 – $15,000 | joint | record |
| 2020-10-13 | — | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21 | sell | $1,001 – $15,000 | joint | record |
| 2020-10-13 | — | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21 | sell | $1,001 – $15,000 | joint | record |
| 2020-10-09 | — | Fortive Corporation (Exchanged) Vontier Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-10-09 | — | Fortive Corporation (Exchanged) Vontier Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-09-30 | TT | Trane Technologies plc | sell | $15,001 – $50,000 | self | record |
| 2020-09-30 | TT | Trane Technologies plc | sell | $15,001 – $50,000 | joint | record |
| 2020-09-09 | CB | Chubb Limited | sell | $15,001 – $50,000 | joint | record |
| 2020-04-07 | OTIS | Otis Worldwide Corporation | sell | $1,001 – $15,000 | self | record |
| 2020-04-07 | CARR | Carrier Global Corporation | sell | $1,001 – $15,000 | self | record |
| 2020-04-07 | OTIS | Otis Worldwide Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-07 | CARR | Carrier Global Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | exchange | $1,001 – $15,000 | joint | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | exchange | $1,001 – $15,000 | joint | record |
| 2020-04-03 | RTX | UTX - United Technologies Corporation (Exchanged) Raytheon Technologies Corporation (Received) | exchange | $15,001 – $50,000 | self | record |
| 2020-04-03 | — | Raytheon Company (Exchanged) Raytheon Technologies Corporation (Received) | exchange | $15,001 – $50,000 | joint | record |
| 2020-03-11 | SIEGY | Siemens Aktiengesellschaft | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | CGNX | Cognex Corporation | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | ILMN | Illumina, Inc. | sell | $1,001 – $15,000 | self | record |
| 2020-03-04 | — | INGERSOLL RAND PLC SHS (Exchanged) TRANE TECHNOLOGIES PLC (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-03-04 | — | INGERSOLL RAND PLC SHARES (Exchanged) TRANE TECHNOLOGIES PLC (Received) | exchange | $1,001 – $15,000 | joint | record |
| 2020-02-13 | DLR | Digital Realty Trust, Inc. | buy | $15,001 – $50,000 | self | record |
| 2020-02-13 | WM | Waste Management, Inc. | sell | $15,001 – $50,000 | self | record |
| 2019-12-19 | IBM | International Business Machines Corporation | sell | $1,001 – $15,000 | joint | record |
| 2019-08-27 | TSLA | Tesla, Inc. | sell | $15,001 – $50,000 | self | record |
| 2019-08-27 | T | AT&T Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-08-27 | CVS | CVS Health Corporation | buy | $1,001 – $15,000 | self | record |
| 2019-08-27 | TSLA | Tesla, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2019-07-05 | IBM | International Business Machines Corporation | sell | $1,001 – $15,000 | spouse | record |
| 2019-07-05 | IBM | International Business Machines Corporation | sell | $1,001 – $15,000 | self | record |
| 2019-06-05 | KO | The Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2019-06-05 | NSRGY | Nestl? S.A. | sell | $15,001 – $50,000 | joint | record |
| 2019-05-17 | NVDA | NVIDIA Corporation | buy | $1,001 – $15,000 | joint | record |
| 2019-05-16 | CVS | CVS Health Corporation | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | INTC | Intel Corporation | buy | $15,001 – $50,000 | self | record |
| 2019-04-18 | CGNX | Cognex Corporation | buy | $15,001 – $50,000 | self | record |
| 2019-04-18 | SQ | Square, Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | T | AT&T Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | SIEGY | Siemens Aktiengesellschaft | buy | $15,001 – $50,000 | self | record |
| 2019-04-18 | VZ | Verizon Communications Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | MCD | McDonald's Corporation | buy | $1,001 – $15,000 | joint | record |
| 2019-04-18 | TEL | TE Connectivity Ltd. | sell | $1,001 – $15,000 | joint | record |
| 2019-04-18 | PGR | The Progressive Corporation | buy | $1,001 – $15,000 | spouse | record |
| 2019-04-18 | INTC | Intel Corporation | buy | $1,001 – $15,000 | spouse | record |
| 2019-03-22 | BIIB | Biogen Inc. | sell | $1,001 – $15,000 | spouse | record |
| 2019-03-15 | BA | The Boeing Company | sell | $15,001 – $50,000 | joint | record |
| 2019-03-15 | BA | The Boeing Company | sell | $1,001 – $15,000 | spouse | record |
| 2019-02-27 | PG | The Procter & Gamble Company | buy | $1,001 – $15,000 | joint | record |
| 2019-02-27 | PEP | PepsiCo, Inc. | buy | $1,001 – $15,000 | joint | record |
| 2019-02-27 | NSRGY | Nestl? S.A. | sell | $15,001 – $50,000 | joint | record |
| 2019-02-27 | FB | Facebook, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2019-02-27 | T | AT&T Inc. | buy | $1,001 – $15,000 | joint | record |
| 2019-02-27 | NFLX | Netflix, Inc. | sell | $1,001 – $15,000 | spouse | record |
| 2019-02-12 | HAS | Hasbro, Inc. | sell | $15,001 – $50,000 | self | record |
| 2019-01-24 | T | AT&T Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | SQ | Square, Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | TSLA | Tesla, Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | F | Ford Motor Company | sell | $1,001 – $15,000 | self | record |
| 2018-12-28 | ILMN | Illumina, Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | BMY | Bristol-Myers Squibb Company | sell | $15,001 – $50,000 | joint | record |
| 2018-12-28 | TSLA | Tesla, Inc. | buy | $1,001 – $15,000 | joint | record |
| 2018-12-28 | T | AT&T Inc. | sell | $1,001 – $15,000 | joint | record |
| 2018-12-28 | NVDA | NVIDIA Corporation | buy | $1,001 – $15,000 | joint | record |
| 2018-12-28 | F | Ford Motor Company | sell | $1,001 – $15,000 | joint | record |
| 2018-12-28 | AMZN | Amazon.com, Inc. | buy | $1,001 – $15,000 | joint | record |