Sheldon WhitehouseFiling

Annual Report | Filed on 13 Aug 2015

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 194 stock trades. It was filed on 13 August 2015. Reported tickers include VFC, TRIP, M, GGOIX, NSRGY, and 123 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 2015

View Original Filing

Transactions

194 transactions


Michael Kors Holdings Lim... KORS	Sale (Partial)	18 Dec 2014	$1,001 - $15,000	-
Amgen Inc. (NASDAQ) AMGN	Purchase	18 Dec 2014	$15,001 - $50,000	-
Templeton Emerging Market... EMF	Sale (Full)	18 Dec 2014	$1,001 - $15,000	-
The TJX Companies, Inc. (... TJX	Purchase	18 Dec 2014	$1,001 - $15,000	-
Keysight Technologies, In... KEYS	Sale (Full)	18 Dec 2014	$1,001 - $15,000	Agilent Tech common stock completed a spinoff on 10/22/14 to Keysight Tech
AT&T, Inc. (NYSE) T	Purchase	18 Dec 2014	$1,001 - $15,000	-
B/E Aerospace Inc. (NASDA... BEAV	Sale (Full)	18 Dec 2014	$15,001 - $50,000	-
AbbVie Inc. (NYSE) ABBV	Purchase	18 Dec 2014	$1,001 - $15,000	-
AT&T, Inc. (NYSE) T	Purchase	18 Dec 2014	$1,001 - $15,000	-
Halyard Health, Inc. (NYS... HYH	Sale (Full)	18 Dec 2014	$1,001 - $15,000	KMB completed a spinoff of its health care business business now known as H...
Stratasys Ltd. (NASDAQ) SSYS	Sale (Full)	18 Dec 2014	$1,001 - $15,000	-
Oracle Corporation (NYSE) ORCL	Purchase	18 Dec 2014	$1,001 - $15,000	-
Costamare Inc. (NYSE) CMRE	Purchase	18 Dec 2014	$1,001 - $15,000	-
Michael Kors Holdings Lim... KORS	Sale (Partial)	18 Dec 2014	$1,001 - $15,000	-
Macy's, Inc. (NYSE) M	Purchase	25 Nov 2014	$1,001 - $15,000	-
Prudential Financial, Inc... PRU	Purchase	25 Nov 2014	$1,001 - $15,000	-
International Business Ma... IBM	Sale (Partial)	25 Nov 2014	$1,001 - $15,000	-
PACCAR Inc. (NASDAQ) PCAR	Purchase	25 Nov 2014	$1,001 - $15,000	-
PACCAR Inc. (NASDAQ) PCAR	Purchase	25 Nov 2014	$1,001 - $15,000	-
Templeton Emerging Market... EMF	Sale (Partial)	25 Nov 2014	$1,001 - $15,000	-
Prudential Financial, Inc... PRU	Purchase	13 Nov 2014	$1,001 - $15,000	-
Pepsico, Inc. (NYSE) PEP	Purchase	13 Nov 2014	$1,001 - $15,000	-
GOLDMAN SACHS GROUP 6.2%	Sale (Partial)	13 Nov 2014	$15,001 - $50,000	-
AT&T, Inc. (NYSE) T	Sale (Partial)	13 Nov 2014	$15,001 - $50,000	Rate/Coupon:5.8
Macy's, Inc. (NYSE) M	Purchase	13 Nov 2014	$1,001 - $15,000	-
Danaher Corp. (NYSE) DHR	Sale (Full)	10 Nov 2014	$1,001 - $15,000	-
Ford Motor Co. (NYSE) F	Sale (Full)	10 Nov 2014	$1,001 - $15,000	-
Alibaba Group Holding Lim... BABA	Purchase	10 Nov 2014	$15,001 - $50,000	-
Ford Motor Co. (NYSE) F	Sale (Full)	10 Nov 2014	$1,001 - $15,000	-
Danaher Corp. (NYSE) DHR	Sale (Partial)	10 Nov 2014	$15,001 - $50,000	-
Nuveen High Yield Municip... NHMAX	Sale (Full)	29 Oct 2014	$1,001 - $15,000	-
UBS ETRACS Alerian MLP In... MLPI	Purchase	27 Oct 2014	$1,001 - $15,000	-
Gateway Y (NASDAQ) GTEYX	Sale (Full)	23 Oct 2014	$1,001 - $15,000	-
Capital One Financial Cor... COF	Sale (Full)	15 Oct 2014	$15,001 - $50,000	same transaction using settlement date was deleted in 11/18/14 report
ClearBridge Aggressive Gr... SAGYX	Purchase	14 Oct 2014	$1,001 - $15,000	-
Bristol-Myers Squibb Comp... BMY	Purchase	14 Oct 2014	$1,001 - $15,000	-
ClearBridge Aggressive Gr... SAGYX	Purchase	14 Oct 2014	$1,001 - $15,000	-
Starbucks Corporation (NA... SBUX	Purchase	14 Oct 2014	$1,001 - $15,000	-
Cypress Semiconductor Cor... CY	Purchase	14 Oct 2014	$1,001 - $15,000	-
TripAdvisor Inc. (NASDAQ) TRIP	Purchase	7 Oct 2014	$1,001 - $15,000	-
Unilever plc (NYSE) UL	Purchase	7 Oct 2014	$1,001 - $15,000	-
Vanguard Total Bond Marke... BND	Purchase	3 Oct 2014	$1,001 - $15,000	-
Yum! Brands, Inc. (NYSE) YUM	Sale (Full)	2 Oct 2014	$15,001 - $50,000	-
Michael Kors Holdings Lim... KORS	Purchase	2 Oct 2014	$1,001 - $15,000	-
Macy's, Inc. (NYSE) M	Purchase	2 Oct 2014	$1,001 - $15,000	-
AQR Managed Futures Strat... AQMIX	Sale (Full)	2 Oct 2014	$1,001 - $15,000	-
Starbucks Corporation (NA... SBUX	Purchase	2 Oct 2014	$1,001 - $15,000	-
Unilever plc (NYSE) UL	Purchase	2 Oct 2014	$1,001 - $15,000	-
Agilent Technologies Inc.... A	Purchase	2 Oct 2014	$1,001 - $15,000	-
American Funds AMCAP F2 (... AMCFX	Purchase	2 Oct 2014	$1,001 - $15,000	-
PowerShares QQQ Trust, Se... QQQ	Purchase	2 Oct 2014	$1,001 - $15,000	-
Verizon Communications In... VZ	Purchase	18 Sept 2014	$1,001 - $15,000	-
TELUS Corporation (NYSE) TU	Purchase	18 Sept 2014	$1,001 - $15,000	-
Cypress Semiconductor Cor... CY	Purchase	18 Sept 2014	$1,001 - $15,000	-
American International Gr... AIG	Purchase	18 Sept 2014	$1,001 - $15,000	-
CVS Caremark Corporation ... CVS	Purchase	18 Sept 2014	$1,001 - $15,000	-
The Est (NYSE) EL	Purchase	18 Sept 2014	$1,001 - $15,000	-
Isis Pharmaceuticals, Inc... ISIS	Purchase	18 Sept 2014	$1,001 - $15,000	-
Cypress Semiconductor Cor... CY	Purchase	18 Sept 2014	$1,001 - $15,000	-
Bristol-Myers Squibb Comp... BMY	Purchase	18 Sept 2014	$1,001 - $15,000	-
Palo Alto Networks, Inc. ... PANW	Purchase	18 Sept 2014	$1,001 - $15,000	-
Cypress Semiconductor Cor... CY	Purchase	18 Sept 2014	$1,001 - $15,000	-
Schlumberger Limited (NYS... SLB	Sale (Full)	16 Sept 2014	$15,001 - $50,000	-
Schlumberger Limited (NYS... SLB	Sale (Full)	16 Sept 2014	$15,001 - $50,000	-
NextEra Energy, Inc. (NYS... NEE	Sale (Full)	16 Sept 2014	$15,001 - $50,000	-
Apache Corp. (NYSE) APA	Sale (Full)	4 Sept 2014	$50,001 - $100,000	-
National Oilwell Varco, I... NOV	Sale (Full)	3 Sept 2014	$15,001 - $50,000	-
Schlumberger Limited (NYS... SLB	Sale (Full)	3 Sept 2014	$15,001 - $50,000	-
Essex Property Trust Inc.... ESS	Sale (Partial)	27 Aug 2014	$15,001 - $50,000	-
Honeywell International I... HON	Sale (Partial)	27 Aug 2014	$15,001 - $50,000	-
Eaton Corporation plc (NY... ETN	Purchase	27 Aug 2014	$1,001 - $15,000	-
Blackrock Corporate High ... HYT	Purchase	21 Aug 2014	$1,001 - $15,000	-
Goldman Sachs BRIC Instl ... GBRIX	Sale (Partial)	18 Aug 2014	$1,001 - $15,000	-
Causeway International Va... CIVIX	Purchase	15 Aug 2014	$1,001 - $15,000	-
MainStay Large Cap Growth... MLAIX	Purchase	15 Aug 2014	$1,001 - $15,000	-
Eaton Vance Income Fund o... EIBIX	Purchase	15 Aug 2014	$1,001 - $15,000	-
GoPro, Inc. (NASDAQ) GPRO	Purchase	14 Aug 2014	$1,001 - $15,000	-
Principal Global Multi-St... PSMIX	Purchase	11 Aug 2014	$1,001 - $15,000	-
Unilever plc (NYSE) UL	Purchase	7 Aug 2014	$1,001 - $15,000	-
Michael Kors Holdings Lim... KORS	Purchase	7 Aug 2014	$1,001 - $15,000	-
Goldman Sachs Growth Oppo... GGOIX	Purchase	31 Jul 2014	$1,001 - $15,000	-
Health Care Select Sector... XLV	Purchase	31 Jul 2014	$1,001 - $15,000	-
ClearBridge Aggressive Gr... SAGYX	Purchase	31 Jul 2014	$1,001 - $15,000	-
ClearBridge Appreciation ... SAPYX	Purchase	31 Jul 2014	$1,001 - $15,000	-
T. Rowe Price Blue Chip G... TRBCX	Purchase	31 Jul 2014	$1,001 - $15,000	-
LinkedIn Corporation (NYS... LNKD	Sale (Full)	29 Jul 2014	$15,001 - $50,000	-
American Express Company ... AXP	Purchase	29 Jul 2014	$1,001 - $15,000	-
Vodafone Group Public Lim... VOD	Sale (Full)	29 Jul 2014	$15,001 - $50,000	-
Palo Alto Networks, Inc. ... PANW	Purchase	29 Jul 2014	$1,001 - $15,000	-
Qlik Technologies, Inc. (... QLIK	Purchase	29 Jul 2014	$1,001 - $15,000	-
Deere & Company (NYSE) DE	Sale (Full)	21 Jul 2014	$1,001 - $15,000	-
Meredith Corporation (NYS... MDP	Sale (Full)	21 Jul 2014	$15,001 - $50,000	-
Microchip Technology Inc.... MCHP	Sale (Partial)	21 Jul 2014	$15,001 - $50,000	-
Vodafone Group Public Lim... VOD	Sale (Full)	21 Jul 2014	$1,001 - $15,000	-
Bristol-Myers Squibb Comp... BMY	Purchase	15 Jul 2014	$1,001 - $15,000	-
Bristol-Myers Squibb Comp... BMY	Purchase	15 Jul 2014	$1,001 - $15,000	-
Qlik Technologies, Inc. (... QLIK	Purchase	10 Jul 2014	$1,001 - $15,000	-
Emerson Electric Co. (NYS... EMR	Sale (Full)	10 Jul 2014	$1,001 - $15,000	-
Amgen Inc. (NASDAQ) AMGN	Purchase	10 Jul 2014	$1,001 - $15,000	-
PowerShares Dynamic Biote... PBE	Sale (Partial)	7 Jul 2014	$1,001 - $15,000	-
Michael Kors Holdings Lim... KORS	Purchase	7 Jul 2014	$15,001 - $50,000	-
LinkedIn Corporation (NYS... LNKD	Sale (Partial)	7 Jul 2014	$1,001 - $15,000	-
National Oilwell Varco, I... NOV	Purchase	2 Jul 2014	$15,001 - $50,000	-
Amazon.com Inc. (NASDAQ) AMZN	Sale (Full)	24 Jun 2014	$15,001 - $50,000	-
Stratton Small Cap Value ... STSCX	Purchase	19 Jun 2014	$1,001 - $15,000	-
Keeley Small Cap Value I ... KSCIX	Sale (Full)	19 Jun 2014	$1,001 - $15,000	-
T. Rowe Price Short-Term ... PRWBX	Sale (Partial)	19 Jun 2014	$1,001 - $15,000	-
V.F. Corporation (NYSE) VFC	Sale (Partial)	18 Jun 2014	$1,001 - $15,000	-
China Mobile Limited (NYS... CHL	Purchase	18 Jun 2014	$1,001 - $15,000	-
B/E Aerospace Inc. (NASDA... BEAV	Purchase	18 Jun 2014	$1,001 - $15,000	-
KLX Inc. (NASDAQ) KLXI	Purchase	18 Jun 2014	$1,001 - $15,000	-
Union Pacific Corporation... UNP	Sale (Partial)	18 Jun 2014	$1,001 - $15,000	-
Oracle Corporation (NYSE) ORCL	Purchase	29 May 2014	$1,001 - $15,000	-
Unilever plc (NYSE) UL	Purchase	29 May 2014	$1,001 - $15,000	-
WisdomTree India Earnings... EPI	Purchase	29 May 2014	$1,001 - $15,000	-
China Mobile Limited (NYS... CHL	Purchase	29 May 2014	$1,001 - $15,000	-
Raytheon Co. (NYSE) RTN	Purchase	29 May 2014	$1,001 - $15,000	-
Stratasys Ltd. (NASDAQ) SSYS	Purchase	29 May 2014	$1,001 - $15,000	-
JHancock Disciplined Valu... JVLIX	Purchase	19 May 2014	$15,001 - $50,000	-
Nuveen NWQ Large-Cap Valu... NQCRX	Sale (Full)	9 May 2014	$15,001 - $50,000	-
Honda Motor Co., Ltd. (NY... HMC	Sale (Full)	9 May 2014	$1,001 - $15,000	-
Eaton Corporation plc (NY... ETN	Purchase	9 May 2014	$1,001 - $15,000	-
Xilinx Inc. (NASDAQ) XLNX	Sale (Full)	9 May 2014	$15,001 - $50,000	-
Vanguard Consumer Staples... VDC	Purchase	9 May 2014	$1,001 - $15,000	-
Google Inc. (NASDAQ) GOOGL	Purchase	29 Apr 2014	$1,001 - $15,000	-
General Mills, Inc. (NYSE... GIS	Sale (Partial)	29 Apr 2014	$15,001 - $50,000	-
eBay Inc. (NASDAQ) EBAY	Sale (Full)	29 Apr 2014	$15,001 - $50,000	-
Costamare Inc. (NYSE) CMRE	Purchase	29 Apr 2014	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	Purchase	29 Apr 2014	$1,001 - $15,000	-
United Technologies Corp.... UTX	Purchase	29 Apr 2014	$15,001 - $50,000	-
CVS Caremark Corporation ... CVS	Purchase	29 Apr 2014	$1,001 - $15,000	-
JPMorgan Chase & Co. (NYS... JPM	Purchase	29 Apr 2014	$1,001 - $15,000	-
Michael Kors Holdings Lim... KORS	Purchase	29 Apr 2014	$1,001 - $15,000	-
Principal Preferred Secur... PPSIX	Purchase	25 Apr 2014	$1,001 - $15,000	-
AllianzGI NFJ Dividend Va... NFJEX	Purchase	25 Apr 2014	$1,001 - $15,000	-
Merger Institutional (NAS... MERIX	Purchase	25 Apr 2014	$1,001 - $15,000	-
Nuveen High Yield Municip... NHMAX	Purchase	24 Apr 2014	$1,001 - $15,000	-
Dreyfus International Bon... DIBRX	Purchase	24 Apr 2014	$1,001 - $15,000	-
Laudus Mondrian Intl Govt... LIFNX	Sale (Full)	23 Apr 2014	$1,001 - $15,000	-
Credit Suisse Commodity R... CRSOX	Sale (Partial)	23 Apr 2014	$1,001 - $15,000	-
Artisan Mid Cap Instituti... APHMX	Sale (Partial)	23 Apr 2014	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	Purchase	17 Apr 2014	$1,001 - $15,000	-
State Street Corporation ... STT	Sale (Partial)	17 Apr 2014	$1,001 - $15,000	-
The Walt Disney Company (... DIS	Sale (Partial)	17 Apr 2014	$15,001 - $50,000	-
CVS Caremark Corporation ... CVS	Sale (Partial)	17 Apr 2014	$1,001 - $15,000	-
Eaton Vance Commodity Str... EICSX	Sale (Partial)	11 Apr 2014	$1,001 - $15,000	-
Visa Inc. (NYSE) V	Purchase	11 Apr 2014	$1,001 - $15,000	-
Schlumberger Limited (NYS... SLB	Purchase	20 Mar 2014	$1,001 - $15,000	-
Citigroup Inc. (NYSE) C	Purchase	20 Mar 2014	$1,001 - $15,000	-
B/E Aerospace Inc. (NASDA... BEAV	Purchase	13 Mar 2014	$15,001 - $50,000	-
JPMorgan Chase & Co. (NYS... JPM	Purchase	13 Mar 2014	$15,001 - $50,000	-
V.F. Corporation (NYSE) VFC	Sale (Partial)	13 Mar 2014	$1,001 - $15,000	-
KLX Inc. (NASDAQ) KLXI	Purchase	13 Mar 2014	$1,001 - $15,000	-
V.F. Corporation (NYSE) VFC	Sale (Partial)	13 Mar 2014	$1,001 - $15,000	-
The Coca-Cola Company (NY... KO	Sale (Partial)	13 Mar 2014	$1,001 - $15,000	-
General Electric Company ... GE	Sale (Partial)	13 Mar 2014	$1,001 - $15,000	-
Apple Inc. (NASDAQ) AAPL	Sale (Partial)	13 Mar 2014	$1,001 - $15,000	-
Qlik Technologies, Inc. (... QLIK	Purchase	25 Feb 2014	$1,001 - $15,000	-
Palo Alto Networks, Inc. ... PANW	Purchase	25 Feb 2014	$1,001 - $15,000	-
Danaher Corp. (NYSE) DHR	Sale (Partial)	25 Feb 2014	$1,001 - $15,000	-
Oracle Corporation (NYSE) ORCL	Purchase	19 Feb 2014	$1,001 - $15,000	-
The Clorox Company (NYSE) CLX	Sale (Full)	19 Feb 2014	$15,001 - $50,000	-
JPMorgan Chase & Co. (NYS... JPM	Purchase	19 Feb 2014	$1,001 - $15,000	changed from JPJQL
Time Warner Inc. (NYSE) TWX	Purchase	19 Feb 2014	$1,001 - $15,000	-
Visa Inc. (NYSE) V	Purchase	19 Feb 2014	$15,001 - $50,000	-
The Est (NYSE) EL	Purchase	19 Feb 2014	$1,001 - $15,000	-
Varian Medical Systems, I... VAR	Sale (Full)	19 Feb 2014	$15,001 - $50,000	-
ACE Limited (NYSE) ACE	Purchase	19 Feb 2014	$1,001 - $15,000	-
Nestl (OTC Markets) NSRGY	Sale (Partial)	10 Feb 2014	$15,001 - $50,000	-
Emerson Electric Co. (NYS... EMR	Sale (Full)	10 Feb 2014	$1,001 - $15,000	-
Costamare Inc. (NYSE) CMRE	Purchase	10 Feb 2014	$15,001 - $50,000	-
General Mills, Inc. (NYSE... GIS	Sale (Full)	10 Feb 2014	$15,001 - $50,000	-
NextEra Energy, Inc. (NYS... NEE	Purchase	10 Feb 2014	$15,001 - $50,000	-
Apple Inc. (NASDAQ) AAPL	Sale (Partial)	10 Feb 2014	$15,001 - $50,000	-
Visa Inc. (NYSE) V	Purchase	10 Feb 2014	$15,001 - $50,000	-
Harding Loevner Emerging ... HLEMX	Sale (Full)	31 Jan 2014	$1,001 - $15,000	-
Altria Group Inc. (NYSE) MO	Purchase	31 Jan 2014	$1,001 - $15,000	-
Lowe's Companies Inc. (NY... LOW	Purchase	31 Jan 2014	$1,001 - $15,000	-
The Clorox Company (NYSE) CLX	Sale (Full)	31 Jan 2014	$15,001 - $50,000	-
LinkedIn Corporation (NYS... LNKD	Purchase	29 Jan 2014	$1,001 - $15,000	-
The Boeing Company (NYSE) BA	Sale (Full)	29 Jan 2014	$15,001 - $50,000	-
Symantec Corporation (NAS... SYMC	Sale (Full)	29 Jan 2014	$15,001 - $50,000	-
Oppenheimer Developing Ma... ODVIX	Purchase	24 Jan 2014	$1,001 - $15,000	-
JPMorgan High Yield Selec... OHYFX	Purchase	24 Jan 2014	$1,001 - $15,000	-
T. Rowe Price Instl Float... RPIFX	Purchase	24 Jan 2014	$1,001 - $15,000	-
iPath Bloomberg Cmdty TR ... DJP	Sale (Full)	24 Jan 2014	$1,001 - $15,000	-
RidgeWorth Seix High Yiel... SAMHX	Sale (Full)	24 Jan 2014	$1,001 - $15,000	-
Vanguard FTSE Emerging Ma... VWO	Sale (Partial)	24 Jan 2014	$1,001 - $15,000	-
Harbor Capital Appreciati... HACAX	Sale (Partial)	22 Jan 2014	$1,001 - $15,000	-
PIMCO Total Return Instl ... PTTRX	Sale (Full)	22 Jan 2014	$15,001 - $50,000	-
MFS Value I (NASDAQ) MEIIX	Sale (Full)	22 Jan 2014	$1,001 - $15,000	-
Dodge & Cox Income (NASDA... DODIX	Sale (Partial)	22 Jan 2014	$1,001 - $15,000	-
Driehaus Active Income (N... LCMAX	Sale (Partial)	22 Jan 2014	$1,001 - $15,000	-
Merger Investor (NASDAQ) MERFX	Sale (Full)	22 Jan 2014	$1,001 - $15,000	-