Sheldon WhitehouseFiling

Annual Report | Filed on 01 Mar 2021

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 156 stock trades. It was filed on 1 March 2021. Reported tickers include XLK, WMFFX, IEMG, OAKMX, MINT, and 91 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

01 Mar 2021

View Original Filing

Transactions

156 transactions


ProShares S&P 500 Dividen... NOBL	Purchase	23 Dec 2019	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	23 Dec 2019	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Purchase	23 Dec 2019	$1,001 - $15,000	n/a
International Business Ma... IBM	Sale (Full)	19 Dec 2019	$1,001 - $15,000	--
John Hancock Funds Absolu... JCUIX	Sale (Full)	10 Dec 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
Nationwide Geneva Small C... NWKDX	Purchase	9 Dec 2019	$15,001 - $50,000	n/a
Health Care Select Sector... XLV	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
ProShares S&P 500 Dividen... NOBL	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
ProShares S&P 500 Dividen... NOBL	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
Oakmark Fund Advisor Clas... OAYMX	Sale (Full)	9 Dec 2019	$1,001 - $15,000	n/a
iShares U.S. Medical Devi... IHI	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
Vanguard Health Care Fund... VGHCX	Sale (Full)	6 Dec 2019	$15,001 - $50,000	n/a
Royce Premier Fund Invest... RYPRX	Sale (Full)	5 Dec 2019	$15,001 - $50,000	n/a
Royce Premier Fund Invest... RYPRX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Vanguard Short-Term Corpo... VCSH	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Invesco S&P Global Water ... CGW	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Invesco Diversified Divid... LCEYX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
American Funds EuroPacifi... AEPFX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Vanguard Real Estate Inde... VNQ	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
iShares Gold Trust IAU	Purchase	10 Oct 2019	$1,001 - $15,000	n/a
JPMorgan High Yield Fund ... OHYFX	Sale (Full)	10 Oct 2019	$1,001 - $15,000	n/a
Vanguard Real Estate Inde... VNQ	Purchase	10 Oct 2019	$1,001 - $15,000	n/a
Cohen & Steers Real Estat... CSDIX	Purchase	30 Sept 2019	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Sale (Full)	27 Sept 2019	$1,001 - $15,000	n/a
Parnassus Core Equity Fun... PRBLX	Purchase	16 Sept 2019	$15,001 - $50,000	n/a
Oakmark Fund Advisor Clas... OAYMX	Sale (Partial)	16 Sept 2019	$1,001 - $15,000	n/a
Parnassus Endeavor Fund I... PARWX	Sale (Full)	16 Sept 2019	$15,001 - $50,000	n/a
Virtus KAR Small-Cap Grow... PXSGX	Purchase	16 Sept 2019	$1,001 - $15,000	n/a
iShares Gold Trust IAU	Purchase	5 Sept 2019	$1,001 - $15,000	n/a
Oakmark International Fun... OAKIX	Sale (Full)	3 Sept 2019	$1,001 - $15,000	n/a
Harding Loevner Internati... HLMIX	Sale (Full)	3 Sept 2019	$1,001 - $15,000	n/a
CVS Health Corporation CVS	Purchase	27 Aug 2019	$1,001 - $15,000	--
Oakmark Fund Advisor Clas... OAYMX	Sale (Full)	27 Aug 2019	$15,001 - $50,000	n/a
Tesla, Inc. TSLA	Sale (Full)	27 Aug 2019	$1,001 - $15,000	--
Tesla, Inc. TSLA	Sale (Full)	27 Aug 2019	$15,001 - $50,000	--
AT&T Inc. T	Purchase	27 Aug 2019	$1,001 - $15,000	--
JPMorgan High Yield Fund ... OHYFX	Sale (Partial)	8 Aug 2019	$1,001 - $15,000	n/a
Invesco Balanced-Risk Com... BRCYX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
Dodge & Cox International... DODFX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
AlphaSimplex Global Alter... GAFYX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
Fidelity Advisor New Mark... FGBMX	Purchase	8 Aug 2019	$1,001 - $15,000	n/a
Goldman Sachs ActiveBeta ... GSLC	Purchase	8 Aug 2019	$1,001 - $15,000	n/a
Harbor Capital Appreciati... HACAX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
BlackRock Global Long/Sho... BGCIX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
Neuberger Berman Long Sho... NLSIX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
PIMCO Total Return Fund I... PTTRX	Purchase	8 Aug 2019	$15,001 - $50,000	n/a
Oakmark Fund Investor Cla... OAKMX	Sale (Full)	18 Jul 2019	$1,001 - $15,000	n/a
T. Rowe Price New Asia Fu... PRASX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
ClearBridge International... LMGNX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
Federated Hermes MDT Smal... QISGX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
Janus Henderson Enterpris... JMGRX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
American Funds Fundamenta... FINFX	Sale (Partial)	17 Jul 2019	$1,001 - $15,000	n/a
Cohen & Steers Real Estat... CSDIX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
ClearBridge Aggressive Gr... SAGYX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
American Funds American B... AMBFX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
iShares Gold Trust IAU	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
Harding Loevner Emerging ... HLEMX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
International Business Ma... IBM	Sale (Full)	5 Jul 2019	$1,001 - $15,000	--
International Business Ma... IBM	Sale (Full)	5 Jul 2019	$1,001 - $15,000	--
HLOIX - Hartford Long/Sho...	Sale (Full)	2 Jul 2019	$15,001 - $50,000	n/a
Vanguard Real Estate Inde... VNQ	Purchase	24 Jun 2019	$1,001 - $15,000	n/a
Invesco KBW Premium Yield... KBWY	Sale (Full)	24 Jun 2019	$1,001 - $15,000	n/a
Oakmark Fund Investor Cla... OAKMX	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
SPDR S&P Biotech ETF XBI	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
Columbia Dividend Income ... GSFTX	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
Health Care Select Sector... XLV	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
John Hancock Financial Op... BTO	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
Nestlé S.A. NSRGY	Sale (Full)	5 Jun 2019	$15,001 - $50,000	--
iShares International Sel... IDV	Purchase	5 Jun 2019	$15,001 - $50,000	n/a
The Coca-Cola Company KO	Purchase	5 Jun 2019	$1,001 - $15,000	--
iShares International Sel... IDV	Purchase	5 Jun 2019	$15,001 - $50,000	n/a
Technology Select Sector ... XLK	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
American Funds Washington... WMFFX	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Sale (Full)	3 Jun 2019	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Sale (Full)	3 Jun 2019	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Columbia Dividend Income ... GSFTX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Calvert Equity Fund Class... CEYIX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
American Funds New World ... NFFFX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
ClearBridge International... LMGNX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
T. Rowe Price New Asia Fu... PRASX	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
Invesco KBW Premium Yield... KBWY	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
ClearBridge Aggressive Gr... SAGYX	Sale (Full)	3 Jun 2019	$1,001 - $15,000	n/a
ClearBridge International... LMGNX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Vanguard Information Tech... VGT	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	20 May 2019	$1,001 - $15,000	n/a
NVIDIA Corporation NVDA	Purchase	17 May 2019	$1,001 - $15,000	--
iShares TIPS Bond ETF TIP	Purchase	16 May 2019	$1,001 - $15,000	n/a
John Hancock Financial Op... BTO	Purchase	16 May 2019	$1,001 - $15,000	n/a
CVS Health Corporation CVS	Purchase	16 May 2019	$1,001 - $15,000	--
Fidelity Advisor New Mark... FGZMX	Sale (Full)	10 May 2019	$1,001 - $15,000	n/a
iShares Core S&P Total U.... ITOT	Purchase	10 May 2019	$15,001 - $50,000	n/a
iShares U.S. Medical Devi... IHI	Purchase	23 Apr 2019	$1,001 - $15,000	n/a
American Funds The Income... AMEFX	Purchase	23 Apr 2019	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
Invesco KBW Premium Yield... KBWY	Sale (Full)	18 Apr 2019	$1,001 - $15,000	n/a
Square, Inc. SQ	Purchase	18 Apr 2019	$1,001 - $15,000	--
JPMorgan Small Cap Blend ... JDSCX	Sale (Partial)	18 Apr 2019	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	18 Apr 2019	$1,001 - $15,000	--
TE Connectivity Ltd. TEL	Sale (Full)	18 Apr 2019	$1,001 - $15,000	--
Intel Corporation INTC	Purchase	18 Apr 2019	$15,001 - $50,000	--
Siemens Aktiengesellschaf... SIEGY	Purchase	18 Apr 2019	$15,001 - $50,000	--
The Progressive Corporati... PGR	Purchase	18 Apr 2019	$1,001 - $15,000	--
Calvert Small-Cap Fund Cl... CSVIX	Purchase	18 Apr 2019	$15,001 - $50,000	n/a
Cognex Corporation CGNX	Purchase	18 Apr 2019	$15,001 - $50,000	--
Columbia Dividend Income ... GSFTX	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
McDonald's Corporation MCD	Purchase	18 Apr 2019	$1,001 - $15,000	--
John Hancock Financial Op... BTO	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
Intel Corporation INTC	Purchase	18 Apr 2019	$1,001 - $15,000	--
Columbia Dividend Income ... GSFTX	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
Verizon Communications In... VZ	Purchase	18 Apr 2019	$1,001 - $15,000	--
Harbor Capital Appreciati... HACAX	Sale (Partial)	3 Apr 2019	$1,001 - $15,000	n/a
MFS Value Fund Class I MEIIX	Sale (Full)	3 Apr 2019	$1,001 - $15,000	n/a
Biogen Inc. BIIB	Sale (Full)	22 Mar 2019	$1,001 - $15,000	--
The Boeing Company BA	Sale (Full)	15 Mar 2019	$15,001 - $50,000	--
The Boeing Company BA	Sale (Full)	15 Mar 2019	$1,001 - $15,000	--
PBE-Invesco Dynamic Biote...	Sale (Full)	15 Mar 2019	$50,001 - $100,000	n/a
T. Rowe Price Institution... RPIFX	Sale (Full)	3 Mar 2019	$1,001 - $15,000	n/a
American Funds New World ... NFFFX	Purchase	1 Mar 2019	$1,001 - $15,000	n/a
iShares Edge MSCI Min Vol... EFAV	Purchase	1 Mar 2019	$1,001 - $15,000	n/a
Global X Lithium & Batter... LIT	Sale (Full)	1 Mar 2019	$1,001 - $15,000	n/a
PIMCO Low Duration Income... PFTPX	Purchase	1 Mar 2019	$1,001 - $15,000	n/a
Vanguard Information Tech... VGT	Sale (Full)	1 Mar 2019	$1,001 - $15,000	n/a
Facebook, Inc. FB	Sale (Full)	27 Feb 2019	$15,001 - $50,000	--
Netflix, Inc. NFLX	Sale (Partial)	27 Feb 2019	$1,001 - $15,000	--
The Procter & Gamble Comp... PG	Purchase	27 Feb 2019	$1,001 - $15,000	--
Baron International Growt... BINIX	Purchase	27 Feb 2019	$1,001 - $15,000	n/a
PepsiCo, Inc. PEP	Purchase	27 Feb 2019	$1,001 - $15,000	--
Nestlé S.A. NSRGY	Sale (Partial)	27 Feb 2019	$15,001 - $50,000	--
PIMCO Low Duration Income... PFTPX	Purchase	27 Feb 2019	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	27 Feb 2019	$1,001 - $15,000	--
iShares Core S&P 500 ETF IVV	Sale (Full)	25 Feb 2019	$1,001 - $15,000	n/a
iShares S&P Mid-Cap 400 G... IJK	Sale (Full)	25 Feb 2019	$1,001 - $15,000	n/a
Harbor Capital Appreciati... HACAX	Sale (Partial)	22 Feb 2019	$1,001 - $15,000	n/a
FMKIX - Fidelity Advisor ...	Sale (Full)	22 Feb 2019	$1,001 - $15,000	n/a
Dodge & Cox Income Fund DODIX	Sale (Full)	22 Feb 2019	$15,001 - $50,000	n/a
Jensen Quality Growth Fun... JENIX	Purchase	22 Feb 2019	$1,001 - $15,000	n/a
PIMCO High Yield Fund Ins... PHIYX	Purchase	22 Feb 2019	$1,001 - $15,000	n/a
Hasbro, Inc. HAS	Sale (Partial)	12 Feb 2019	$15,001 - $50,000	--
Vanguard Communication Se... VOX	Purchase	12 Feb 2019	$1,001 - $15,000	n/a
Industrial Select Sector ... XLI	Purchase	12 Feb 2019	$1,001 - $15,000	n/a
American Funds New World ... NFFFX	Purchase	11 Feb 2019	$1,001 - $15,000	n/a
American Funds The Income... AMEFX	Purchase	11 Feb 2019	$1,001 - $15,000	n/a
PIMCO Low Duration Income... PFTPX	Purchase	24 Jan 2019	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	24 Jan 2019	$1,001 - $15,000	--
iShares TIPS Bond ETF TIP	Purchase	24 Jan 2019	$15,001 - $50,000	n/a
Fidelity Advisor New Mark... FGZMX	Purchase	8 Jan 2019	$1,001 - $15,000	n/a
Dodge & Cox Income Fund DODIX	Sale (Partial)	8 Jan 2019	$1,001 - $15,000	n/a