Sheldon WhitehouseFiling

Annual Report | Filed on 12 Aug 2019

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 173 stock trades. It was filed on 12 August 2019. Reported tickers include MCHP, REZI, IEMG, C, VDC, and 92 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

12 Aug 2019

View Original Filing

Transactions

173 transactions


Tesla, Inc. TSLA	Purchase	28 Dec 2018	$1,001 - $15,000	-
NVIDIA Corporation NVDA	Purchase	28 Dec 2018	$1,001 - $15,000	-
Ford Motor Company F	Sale (Full)	28 Dec 2018	$1,001 - $15,000	-
Amazon.com, Inc. AMZN	Purchase	28 Dec 2018	$1,001 - $15,000	-
Bristol-Myers Squibb Comp... BMY	Sale (Full)	28 Dec 2018	$15,001 - $50,000	-
Illumina, Inc. ILMN	Purchase	28 Dec 2018	$1,001 - $15,000	-
Ford Motor Company F	Sale (Full)	28 Dec 2018	$1,001 - $15,000	-
Tesla, Inc. TSLA	Purchase	28 Dec 2018	$1,001 - $15,000	-
Square, Inc. SQ	Purchase	28 Dec 2018	$1,001 - $15,000	-
Health Care Select Sector... XLV	Purchase	28 Dec 2018	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	28 Dec 2018	$1,001 - $15,000	n/a
AT&T Inc. T	Sale (Partial)	28 Dec 2018	$1,001 - $15,000	-
Capital One Financial Cor... COF	Sale (Full)	19 Dec 2018	$1,001 - $15,000	-
Artisan Mid Cap Fund Inst... APHMX	Sale (Partial)	19 Dec 2018	$1,001 - $15,000	n/a
Eaton Vance Global Macro ... EGRIX	Sale (Partial)	19 Dec 2018	$1,001 - $15,000	n/a
Anheuser-Busch InBev SA/N... BUD	Sale (Full)	4 Dec 2018	$1,001 - $15,000	-
Eaton Corporation plc ETN	Sale (Full)	4 Dec 2018	$1,001 - $15,000	-
Union Pacific Corporation UNP	Sale (Partial)	4 Dec 2018	$15,001 - $50,000	-
Vanguard Short-Term Corpo... VCSH	Sale (Full)	4 Dec 2018	$1,001 - $15,000	n/a
Apple Inc. AAPL	Sale (Partial)	4 Dec 2018	$15,001 - $50,000	-
Facebook, Inc. FB	Sale (Full)	4 Dec 2018	$1,001 - $15,000	-
The Goldman Sachs Group, ... GS	Sale (Full)	4 Dec 2018	$15,001 - $50,000	-
Resideo Technologies, Inc... REZI	Sale (Full)	4 Dec 2018	$1,001 - $15,000	-
Resideo Technologies, Inc... REZI	Sale (Full)	3 Dec 2018	$1,001 - $15,000	-
Citigroup Inc. C	Sale (Full)	3 Dec 2018	$1,001 - $15,000	-
Anheuser-Busch InBev SA/N... BUD	Sale (Full)	3 Dec 2018	$15,001 - $50,000	-
Oakmark Fund Advisor Clas... OAYMX	Purchase	3 Dec 2018	$15,001 - $50,000	n/a
Oakmark International Fun... OAYIX	Sale (Full)	3 Dec 2018	$15,001 - $50,000	n/a
Industrial Select Sector ... XLI	Sale (Full)	3 Dec 2018	$1,001 - $15,000	n/a
Aetna Inc. (Exchanged) CV... AET CVS	Exchange	29 Nov 2018	$15,001 - $50,000	-
International Business Ma... IBM	Sale (Partial)	19 Nov 2018	$1,001 - $15,000	-
Oakmark International Fun... OAYIX	Sale (Partial)	19 Nov 2018	$1,001 - $15,000	n/a
The Kraft Heinz Company KHC	Sale (Full)	19 Nov 2018	$1,001 - $15,000	-
SPDR Dow Jones Internatio... RWX	Sale (Partial)	19 Nov 2018	$1,001 - $15,000	n/a
Ford Motor Company F	Sale (Partial)	19 Nov 2018	$1,001 - $15,000	-
International Business Ma... IBM	Sale (Partial)	19 Nov 2018	$1,001 - $15,000	-
T. Rowe Price Real Estate... TIRRX	Sale (Partial)	16 Nov 2018	$1,001 - $15,000	n/a
Lam Research Corporation LRCX	Purchase	25 Oct 2018	$1,001 - $15,000	-
Columbia Overseas Value F... COSZX	Purchase	25 Oct 2018	$1,001 - $15,000	n/a
Global X Lithium & Batter... LIT	Sale (Full)	23 Oct 2018	$1,001 - $15,000	n/a
NVIDIA Corporation NVDA	Purchase	23 Oct 2018	$1,001 - $15,000	-
AT&T, INC Rate/Coupon: 5.... --	Sale (Full)	23 Oct 2018	$15,001 - $50,000	-
Goldman Sachs Absolute Re... GJRTX	Purchase	23 Oct 2018	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	23 Oct 2018	$1,001 - $15,000	n/a
Harbor Capital Appreciati... HACAX	Sale (Partial)	9 Oct 2018	$1,001 - $15,000	n/a
BlackRock Global Long/Sho... BGCIX	Sale (Partial)	9 Oct 2018	$1,001 - $15,000	n/a
Neuberger Berman Long Sho... NLSIX	Sale (Partial)	9 Oct 2018	$1,001 - $15,000	n/a
ON Semiconductor Corporat... ON	Sale (Full)	28 Sept 2018	$1,001 - $15,000	-
Invesco KBW Premium Yield... KBWY	Purchase	28 Sept 2018	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	7 Sept 2018	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	7 Sept 2018	$1,001 - $15,000	n/a
Ford Motor Company F	Purchase	7 Sept 2018	$1,001 - $15,000	-
Oakmark International Fun... OAYIX	Purchase	29 Aug 2018	$1,001 - $15,000	n/a
Health Care Select Sector... XLV	Purchase	29 Aug 2018	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	29 Aug 2018	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	28 Aug 2018	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	28 Aug 2018	$1,001 - $15,000	-
Walmart Inc. WMT	Purchase	28 Aug 2018	$1,001 - $15,000	-
Vanguard FTSE Developed M... VEA	Purchase	28 Aug 2018	$1,001 - $15,000	n/a
Lam Research Corporation LRCX	Purchase	28 Aug 2018	$1,001 - $15,000	-
Communication Services Se... XLC	Purchase	28 Aug 2018	$1,001 - $15,000	n/a
Vanguard Consumer Staples... VDC	Purchase	28 Aug 2018	$1,001 - $15,000	n/a
Alibaba Group Holding Lim... BABA	Purchase	28 Aug 2018	$1,001 - $15,000	-
The Goldman Sachs Group, ... GS	Purchase	28 Aug 2018	$1,001 - $15,000	-
Walmart Inc. WMT	Purchase	28 Aug 2018	$15,001 - $50,000	-
Goldman Sachs Absolute Re... GJRTX	Purchase	6 Aug 2018	$1,001 - $15,000	n/a
AT&T Inc. T	Purchase	6 Aug 2018	$1,001 - $15,000	-
Goldman Sachs Absolute Re... GJRTX	Purchase	6 Aug 2018	$1,001 - $15,000	n/a
Berkshire Hathaway Inc. BRK-B	Purchase	6 Aug 2018	$1,001 - $15,000	-
Oakmark International Fun... OAYIX	Purchase	6 Aug 2018	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	24 Jul 2018	$1,001 - $15,000	n/a
iShares Core S&P 500 ETF IVV	Purchase	24 Jul 2018	$1,001 - $15,000	n/a
Technology Select Sector ... XLK	Sale (Partial)	23 Jul 2018	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	23 Jul 2018	$1,001 - $15,000	n/a
Invesco QQQ Trust QQQ	Sale (Partial)	23 Jul 2018	$1,001 - $15,000	n/a
American Funds The Income... AMEFX	Purchase	23 Jul 2018	$1,001 - $15,000	n/a
JPMorgan Small Cap Blend ... JDSCX	Sale (Partial)	23 Jul 2018	$1,001 - $15,000	n/a
Vanguard Real Estate Inde... VNQ	Sale (Full)	13 Jul 2018	$1,001 - $15,000	n/a
Vanguard Inflation-Protec... VAIPX	Sale (Full)	12 Jul 2018	$1,001 - $15,000	n/a
T. Rowe Price Real Estate... TIRRX	Sale (Partial)	12 Jul 2018	$1,001 - $15,000	n/a
iShares S&P Mid-Cap 400 G... IJK	Purchase	11 Jul 2018	$1,001 - $15,000	n/a
TCW Emerging Markets Inco... TGEIX	Purchase	11 Jul 2018	$1,001 - $15,000	n/a
Microchip Technology Inco... MCHP	Sale (Partial)	9 Jul 2018	$15,001 - $50,000	-
Microchip Technology Inco... MCHP	Sale (Partial)	9 Jul 2018	$15,001 - $50,000	-
American Funds The New Ec... NEFFX	Purchase	13 Jun 2018	$15,001 - $50,000	n/a
ON Semiconductor Corporat... ON	Purchase	13 Jun 2018	$1,001 - $15,000	-
John Hancock Financial Op... BTO	Purchase	13 Jun 2018	$1,001 - $15,000	-
GE CO 5% FIXED TO 01/21/2... --	Purchase	13 Jun 2018	$15,001 - $50,000	-
Vanguard Dividend Appreci... VIG	Purchase	13 Jun 2018	$1,001 - $15,000	n/a
AT&T Inc. T	Purchase	13 Jun 2018	$1,001 - $15,000	-
The Kraft Heinz Company KHC	Purchase	13 Jun 2018	$1,001 - $15,000	-
The Boeing Company BA	Purchase	6 Jun 2018	$1,001 - $15,000	-
Walmart Inc. WMT	Purchase	6 Jun 2018	$1,001 - $15,000	-
Delta Air Lines, Inc. DAL	Purchase	6 Jun 2018	$1,001 - $15,000	-
Columbia Overseas Value F... COSZX	Purchase	6 Jun 2018	$1,001 - $15,000	n/a
Global X Lithium & Batter... LIT	Purchase	6 Jun 2018	$1,001 - $15,000	n/a
PayPal Holdings, Inc. PYPL	Purchase	6 Jun 2018	$1,001 - $15,000	-
American Funds EuroPacifi... AEPFX	Purchase	6 Jun 2018	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Sale (Partial)	6 Jun 2018	$1,001 - $15,000	n/a
Alibaba Group Holding Lim... BABA	Purchase	6 Jun 2018	$1,001 - $15,000	-
Global X Lithium & Batter... LIT	Purchase	6 Jun 2018	$15,001 - $50,000	n/a
Lam Research Corporation LRCX	Purchase	6 Jun 2018	$1,001 - $15,000	-
Citigroup Inc. C	Purchase	6 Jun 2018	$1,001 - $15,000	-
American Funds Fundamenta... FINFX	Sale (Partial)	6 Jun 2018	$1,001 - $15,000	n/a
The Goldman Sachs Group, ... GS	Purchase	6 Jun 2018	$1,001 - $15,000	-
Eaton Vance Income Fund o... EIBIX	Sale (Partial)	6 Jun 2018	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	6 Jun 2018	$1,001 - $15,000	n/a
Vanguard Consumer Staples... VDC	Purchase	5 Jun 2018	$1,001 - $15,000	n/a
iShares International Sel... IDV	Purchase	5 Jun 2018	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	24 May 2018	$15,001 - $50,000	n/a
Vanguard Consumer Staples... VDC	Purchase	24 May 2018	$1,001 - $15,000	n/a
Harding Loevner Internati... HLMIX	Purchase	24 May 2018	$1,001 - $15,000	n/a
Anheuser-Busch InBev SA/N... BUD	Purchase	24 May 2018	$1,001 - $15,000	-
SPDR S&P Biotech ETF XBI	Purchase	24 May 2018	$1,001 - $15,000	n/a
American Funds Capital In... CAIFX	Purchase	24 May 2018	$15,001 - $50,000	n/a
iShares International Sel... IDV	Purchase	24 May 2018	$1,001 - $15,000	n/a
Health Care Select Sector... XLV	Purchase	24 May 2018	$1,001 - $15,000	n/a
Hartford Long/Short Globa... HLOIX	Purchase	24 May 2018	$15,001 - $50,000	n/a
Eaton Corporation plc ETN	Purchase	24 May 2018	$1,001 - $15,000	-
JPMorgan Small Cap Blend ... JDSCX	Purchase	24 May 2018	$1,001 - $15,000	n/a
International Business Ma... IBM	Purchase	24 May 2018	$1,001 - $15,000	-
Ford Motor Company F	Purchase	24 May 2018	$1,001 - $15,000	-
Analog Devices, Inc. ADI	Purchase	24 May 2018	$1,001 - $15,000	-
Goldman Sachs Strategic G... GSTIX	Purchase	7 May 2018	$1,001 - $15,000	n/a
Magna International Inc. MGA	Sale (Full)	7 May 2018	$15,001 - $50,000	-
Citigroup Inc. C	Purchase	7 May 2018	$1,001 - $15,000	-
JPMorgan Small Cap Blend ... JDSCX	Purchase	7 May 2018	$1,001 - $15,000	n/a
Baron International Growt... BINIX	Purchase	7 May 2018	$1,001 - $15,000	n/a
Tesla, Inc. TSLA	Purchase	7 May 2018	$1,001 - $15,000	-
Chubb Limited CB	Purchase	7 May 2018	$1,001 - $15,000	-
iShares International Sel... IDV	Purchase	7 May 2018	$1,001 - $15,000	n/a
The Home Depot, Inc. HD	Purchase	7 May 2018	$1,001 - $15,000	-
Oakmark Fund Investor Cla... OAKMX	Purchase	7 May 2018	$1,001 - $15,000	n/a
Oakmark International Fun... OAYIX	Purchase	7 May 2018	$1,001 - $15,000	n/a
JPMorgan Small Cap Blend ... JDSCX	Purchase	7 May 2018	$1,001 - $15,000	n/a
Amazon.com, Inc. AMZN	Purchase	7 May 2018	$15,001 - $50,000	-
Invesco QQQ Trust QQQ	Purchase	7 May 2018	$1,001 - $15,000	n/a
American Funds AMCAP Fund... AMCFX	Purchase	7 May 2018	$1,001 - $15,000	n/a
McDonald's Corporation MCD	Purchase	7 May 2018	$1,001 - $15,000	-
American Funds New Perspe... ANWFX	Purchase	7 May 2018	$1,001 - $15,000	n/a
Diamond Hill Long Short F... DHLSX	Purchase	7 May 2018	$15,001 - $50,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Purchase	7 May 2018	$15,001 - $50,000	n/a
Comcast Corporation CMCSA	Sale (Full)	3 Apr 2018	$1,001 - $15,000	-
Visa Inc. V	Sale (Partial)	3 Apr 2018	$15,001 - $50,000	-
CVS Health Corporation CVS	Sale (Full)	3 Apr 2018	$1,001 - $15,000	-
JPMorgan Chase & Co. JPM	Sale (Partial)	3 Apr 2018	$1,001 - $15,000	-
Apple Inc. AAPL	Sale (Partial)	3 Apr 2018	$1,001 - $15,000	-
W. P. Carey Inc. WPC	Sale (Full)	3 Apr 2018	$1,001 - $15,000	-
Facebook, Inc. FB	Sale (Partial)	19 Mar 2018	$15,001 - $50,000	-
Facebook, Inc. FB	Sale (Partial)	19 Mar 2018	$15,001 - $50,000	-
Facebook, Inc. FB	Sale (Partial)	19 Mar 2018	$1,001 - $15,000	-
Invesco S&P Global Water ... CGW	Purchase	8 Mar 2018	$1,001 - $15,000	n/a
RI HEALTH & EDUC 762197TQ... --	Purchase	16 Feb 2018	$15,001 - $50,000	-
NVIDIA Corporation NVDA	Purchase	15 Feb 2018	$1,001 - $15,000	-
Citigroup Inc. C	Purchase	8 Feb 2018	$1,001 - $15,000	-
General Electric Company GE	Sale (Full)	31 Jan 2018	$15,001 - $50,000	-
Sterling Capital Stratton... STSCX	Purchase	29 Jan 2018	$1,001 - $15,000	n/a
Invesco Balanced-Risk Com... BRCYX	Purchase	29 Jan 2018	$1,001 - $15,000	n/a
American Century Small Ca... ANONX	Purchase	29 Jan 2018	$1,001 - $15,000	n/a
Dodge & Cox Income Fund DODIX	Sale (Partial)	26 Jan 2018	$1,001 - $15,000	n/a
Metropolitan West Total R... MWTSX	Sale (Partial)	26 Jan 2018	$1,001 - $15,000	n/a
Metropolitan West Total R... MWTSX	Purchase	26 Jan 2018	$1,001 - $15,000	n/a
Visa Inc. V	Sale (Partial)	17 Jan 2018	$1,001 - $15,000	-
Costco Wholesale Corporat... COST	Sale (Full)	17 Jan 2018	$15,001 - $50,000	-
BlackRock Corporate High ... HYT	Sale (Full)	17 Jan 2018	$1,001 - $15,000	n/a
Visa Inc. V	Sale (Partial)	17 Jan 2018	$1,001 - $15,000	-
U.S. Bancorp USB	Sale (Full)	17 Jan 2018	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	Purchase	8 Jan 2018	$1,001 - $15,000	n/a
Walmart Inc. WMT	Purchase	8 Jan 2018	$1,001 - $15,000	-
Biogen Inc. BIIB	Sale (Full)	8 Jan 2018	$1,001 - $15,000	-
Citigroup Inc. C	Purchase	8 Jan 2018	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	Purchase	8 Jan 2018	$1,001 - $15,000	n/a
Vanguard Short-Term Corpo... VCSH	Sale (Partial)	8 Jan 2018	$1,001 - $15,000	n/a