Sheldon WhitehouseFiling

Annual Report | Filed on 13 Aug 2024

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 129 stock trades. It was filed on 13 August 2024. Reported tickers include LLY, MET, VZ, VBK, COWZ, and 67 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Sheldon Whitehouse

Filing Type

Annual Report

Filed Date

13 Aug 2024

View Original Filing

Transactions

129 transactions


JPMorgan Equity Premium I... JEPI	Purchase	31 Mar 2025	$1,001 - $15,000	n/a
Vanguard Small-Cap Growth... VBK	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Eli Lilly and Company LLY	Purchase	14 Dec 2023	$1,001 - $15,000	--
Invesco Premier US Govern... IUGXX	Sale (Partial)	14 Dec 2023	$15,001 - $50,000	n/a
Vanguard Small-Cap Value ... VBR	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Snowflake Inc Cl A SNOW	Purchase	14 Dec 2023	$1,001 - $15,000	--
Pfizer Inc PFE	Sale (Full)	11 Dec 2023	$1,001 - $15,000	--
Target Corp TGT	Sale (Full)	7 Dec 2023	$15,001 - $50,000	--
Jpmorgan Equity Premium I... JEPI	Purchase	7 Dec 2023	$15,001 - $50,000	n/a
Vanguard Div Appreciation... VIG	Purchase	7 Dec 2023	$1,001 - $15,000	n/a
iShares iBoxx $ High Yiel... HYG	Purchase	7 Dec 2023	$1,001 - $15,000	n/a
Coca-Cola Company KO	Purchase	7 Dec 2023	$1,001 - $15,000	--
iShares iBoxx $ High Yiel... HYG	Purchase	7 Dec 2023	$15,001 - $50,000	n/a
Veralto Corporation VLTO	Sale (Full)	29 Nov 2023	$1,001 - $15,000	Stock was received as result of a spin-off with Danaher on 10/4/23. Underly...
Veralto Corporation VLTO	Sale (Full)	29 Nov 2023	$1,001 - $15,000	Stock was received as a result of a spin-off with Danaher on 10/4/23.
Veralto Corporation VLTO	Sale (Full)	29 Nov 2023	$1,001 - $15,000	Stock was received as result of spin-off with Danaher on 10/4/23. Underlyin...
Pimco Income Fund Class I... PONPX	Purchase	29 Nov 2023	$1,001 - $15,000	n/a
S&P 500 Industrial Sector... XLI	Purchase	29 Nov 2023	$1,001 - $15,000	n/a
Pimco Income Fund Class I... PONPX	Purchase	29 Nov 2023	$1,001 - $15,000	n/a
Blackrock Floating Rate I... BFRIX	Sale (Full)	29 Nov 2023	$1,001 - $15,000	n/a
Blackrock Floating Rate I... BFRIX	Sale (Full)	29 Nov 2023	$1,001 - $15,000	n/a
Kimberly-Clark Corp KMB	Sale (Full)	16 Nov 2023	$50,001 - $100,000	--
Celsius Holdings Inc CELH	Purchase	8 Nov 2023	$1,001 - $15,000	--
SPDR Portfolio Short Term... SPTS	Purchase	1 Nov 2023	$15,001 - $50,000	n/a
Metropolitan West Total R... MWTSX	Sale (Full)	19 Oct 2023	$15,001 - $50,000	n/a
Parnassus Endeavor Fund -... PARWX	Purchase	3 Oct 2023	$1,001 - $15,000	n/a
Eli Lilly and Company LLY	Purchase	20 Sept 2023	$15,001 - $50,000	--
Metlife Inc MET	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Verizon Communications In... VZ	Purchase	20 Sept 2023	$1,001 - $15,000	--
Tesla Inc TSLA	Purchase	20 Sept 2023	$1,001 - $15,000	--
Netlease Corporate Real E... NETL	Sale (Full)	20 Sept 2023	$1,001 - $15,000	n/a
Paypal Holdings PYPL	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Netlease Corporate Real E... NETL	Sale (Full)	20 Sept 2023	$1,001 - $15,000	n/a
SPDR S&P Regional Banking... KRE	Sale (Full)	20 Sept 2023	$1,001 - $15,000	n/a
Ingersoll Rand Inc IR	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Kenvue Inc KVUE	Purchase	20 Sept 2023	$1,001 - $15,000	--
Block, Inc. Class A Commo... SQ	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Novartis Ag ADR NVS	Purchase	20 Sept 2023	$15,001 - $50,000	--
SPDR S&P Regional Banking... KRE	Sale (Full)	20 Sept 2023	$1,001 - $15,000	n/a
AT&T Inc T	Sale (Full)	20 Sept 2023	$15,001 - $50,000	--
John Hancock Financial Op... BTO	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Intel Corp INTC	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Citigroup Inc C	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
AT&T Inc T	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Vanguard S&P 500 ETF VOO	Purchase	20 Sept 2023	$15,001 - $50,000	n/a
Vanguard S&P 500 ETF VOO	Purchase	20 Sept 2023	$15,001 - $50,000	n/a
Warner Bros. Discovery, I... WBD	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
Warner Bros. Discovery, I... WBD	Sale (Full)	20 Sept 2023	$1,001 - $15,000	--
3M Company MMM	Sale (Full)	20 Sept 2023	$15,001 - $50,000	--
SPDR S&P Regional Banking... KRE	Sale (Full)	20 Sept 2023	$1,001 - $15,000	n/a
Goldman Sachs Gqg Partner... GSIYX	Purchase	19 Sept 2023	$1,001 - $15,000	n/a
SPDR Select Sector Fund -... XLV	Purchase	31 Aug 2023	$1,001 - $15,000	n/a
Pacer US Cash Cows 100 ET... COWZ	Purchase	31 Aug 2023	$1,001 - $15,000	n/a
Vanguard Long-Term Bond E... BLV	Purchase	30 Aug 2023	$1,001 - $15,000	n/a
Johnson & Johnson Common ... JNJ KVUE	Exchange	24 Aug 2023	$1,001 - $15,000	--
Johnson & Johnson Common ... JNJ KVUE	Exchange	24 Aug 2023	$1,001 - $15,000	--
Gqg Partners Emerging Mar... GQGIX	Purchase	18 Aug 2023	$1,001 - $15,000	n/a
Artisan Developing World ... APDYX	Sale (Full)	18 Aug 2023	$1,001 - $15,000	n/a
Pimco Low Duration Income... PFTPX	Purchase	16 Aug 2023	$1,001 - $15,000	n/a
Pimco Low Duration Income... PFTPX	Purchase	16 Aug 2023	$1,001 - $15,000	n/a
ARK Autonomous Technology... ARKQ	Sale (Full)	16 Aug 2023	$1,001 - $15,000	n/a
Blackrock Floating Rate I... BFRIX	Purchase	16 Aug 2023	$1,001 - $15,000	n/a
Blackrock Floating Rate I... BFRIX	Purchase	16 Aug 2023	$1,001 - $15,000	n/a
ARK Autonomous Technology... ARKQ	Sale (Full)	16 Aug 2023	$1,001 - $15,000	n/a
Janus Henderson Global Eq... HFQIX	Purchase	7 Aug 2023	$1,001 - $15,000	n/a
Vanguard Small-Cap Growth... VBK	Purchase	11 Jul 2023	$1,001 - $15,000	n/a
Enhanced Short-Maturity S... MINT	Purchase	7 Jul 2023	$1,001 - $15,000	n/a
Blackrock Enhanced Equity... BDJ	Sale (Full)	16 Jun 2023	$1,001 - $15,000	n/a
Blackrock Enhanced Equity... BDJ	Sale (Full)	16 Jun 2023	$1,001 - $15,000	n/a
Blackrock Enhanced Equity... BDJ	Sale (Full)	16 Jun 2023	$1,001 - $15,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	8 Jun 2023	$100,001 - $250,000	n/a
iShares 0-5 Year TIPS Bon... STIP	Sale (Full)	7 Jun 2023	$1,001 - $15,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	7 Jun 2023	$1,001 - $15,000	n/a
iShares 0-5 Year TIPS Bon... STIP	Sale (Full)	7 Jun 2023	$1,001 - $15,000	n/a
0-5 Year TIPS Bond Ishare... STIP	Sale (Full)	7 Jun 2023	$1,001 - $15,000	n/a
Janus Henderson Global Eq... HFQIX	Purchase	19 May 2023	$1,001 - $15,000	n/a
Global X Cloud Computing ... CLOU	Purchase	18 May 2023	$1,001 - $15,000	n/a
Vanguard FTSE Emerging Ma... VWO	Sale (Full)	18 May 2023	$1,001 - $15,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	18 May 2023	$50,001 - $100,000	n/a
Janus Henderson Enterpris... JMGRX	Purchase	18 May 2023	$1,001 - $15,000	n/a
SPDR Select Sector Fund -... XLF	Purchase	18 May 2023	$1,001 - $15,000	n/a
New World Fund Inc. Class... NFFFX	Purchase	18 May 2023	$1,001 - $15,000	n/a
JPM Equity Premium Income... JEPI	Purchase	18 May 2023	$1,001 - $15,000	n/a
Vanguard Consumer Staples... VDC	Purchase	18 May 2023	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	18 May 2023	$1,001 - $15,000	n/a
Real Estate Select Sector... XLRE	Purchase	18 May 2023	$1,001 - $15,000	n/a
S&P 500 Industrial Sector... XLI	Purchase	18 May 2023	$1,001 - $15,000	n/a
iShares 0-5 Year TIPS Bon... STIP	Purchase	18 May 2023	$1,001 - $15,000	n/a
Vanguard Mid-Cap ETF VO	Sale (Partial)	15 May 2023	$1,001 - $15,000	n/a
Jpmorgan Core Bond Fund R... JCBUX	Purchase	15 May 2023	$1,001 - $15,000	n/a
Delaware Small Cap Core F... DCZRX	Sale (Full)	12 May 2023	$1,001 - $15,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	27 Apr 2023	$1,001 - $15,000	n/a
VanEck IG Floating Rate E... FLTR	Sale (Full)	27 Apr 2023	$1,001 - $15,000	n/a
VanEck IG Floating Rate E... FLTR	Sale (Full)	27 Apr 2023	$15,001 - $50,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	27 Apr 2023	$1,001 - $15,000	n/a
VanEck ETF Trust VanEck I... FLTR	Sale (Full)	27 Apr 2023	$1,001 - $15,000	n/a
VanEck IG Floating Rate E... FLTR	Sale (Full)	27 Apr 2023	$15,001 - $50,000	n/a
Gabelli Dividend & Income... GDV	Sale (Full)	18 Apr 2023	$1,001 - $15,000	n/a
JPM Equity Premium Income... JEPI	Purchase	18 Apr 2023	$1,001 - $15,000	n/a
Essex Property Trust, Inc... ESS	Sale (Full)	18 Apr 2023	$1,001 - $15,000	--
Essex Property Trust, Inc... ESS	Sale (Full)	18 Apr 2023	$1,001 - $15,000	--
iShares Short Treasury Bo... SHV	Sale (Full)	14 Apr 2023	$15,001 - $50,000	n/a
SPDR S&P Regional Banking... KRE	Purchase	11 Apr 2023	$1,001 - $15,000	n/a
Pacer US Cash Cows 100 In... COWZ	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Vanguard FTSE Emerging Ma... VWO	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
iShares Global Clean Ener... ICLN	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Vanguard FTSE Emerging Ma... VWO	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Vanguard Financials ETF VFH	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Blackrock Enhanced Equity... BDJ	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Jpmorgan Equity Premium I... JEPI	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Jpmorgan Equity Premium I... JEPI	Purchase	31 Mar 2023	$1,001 - $15,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	9 Mar 2023	$1,001 - $15,000	n/a
Genomics Immunology and H... IDNA	Sale (Full)	3 Mar 2023	$1,001 - $15,000	n/a
Ishares Genomics Immunolo... IDNA	Sale (Full)	3 Mar 2023	$1,001 - $15,000	n/a
JPMorgan Equity Premium I... JEPI	Purchase	3 Mar 2023	$1,001 - $15,000	n/a
JPM Equity Premium Income... JEPI	Purchase	3 Mar 2023	$1,001 - $15,000	n/a
Ishares Genomics Immunolo... IDNA	Sale (Full)	3 Mar 2023	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Full)	8 Feb 2023	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Full)	6 Feb 2023	$15,001 - $50,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Full)	6 Feb 2023	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Full)	6 Feb 2023	$15,001 - $50,000	n/a
Janus Henderson Global Eq... HFQIX	Purchase	6 Feb 2023	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Full)	6 Feb 2023	$1,001 - $15,000	n/a
Janus Henderson Global Eq... HFQIX	Purchase	6 Feb 2023	$1,001 - $15,000	n/a
Vanguard Small-Cap Growth... VBK	Purchase	23 Jan 2023	$15,001 - $50,000	n/a
Vanguard Small-Cap Value ... VBR	Purchase	23 Jan 2023	$15,001 - $50,000	n/a
Vanguard High Dividend Yi... VYM	Purchase	23 Jan 2023	$15,001 - $50,000	n/a
Jpmorgan Small Cap Blend ... JDSCX	Sale (Full)	23 Jan 2023	$1,001 - $15,000	n/a
Russell 2000 Growth Ishar... IWO	Sale (Full)	23 Jan 2023	$15,001 - $50,000	n/a