Sheldon WhitehouseFiling

Annual Report | Filed on 19 Sept 2018

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 196 stock trades. It was filed on 19 September 2018. Reported tickers include IEMG, LCMAX, BRCYX, BIVV, TSLA, and 109 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

19 Sept 2018

View Original Filing

Transactions

196 transactions


Newell Brands Inc. NWL	Sale (Full)	18 Dec 2017	$1,001 - $15,000	-
Regeneron Pharmaceuticals... REGN	Sale (Full)	18 Dec 2017	$15,001 - $50,000	-
DISH Network Corporation DISH	Sale (Full)	5 Dec 2017	$1,001 - $15,000	-
Johnson Controls Internat... JCI	Sale (Full)	5 Dec 2017	$15,001 - $50,000	-
Industrial Select Sector ... XLI	Purchase	5 Dec 2017	$1,001 - $15,000	n/a
Newell Brands Inc. NWL	Sale (Full)	5 Dec 2017	$1,001 - $15,000	-
Tesla, Inc. TSLA	Purchase	27 Nov 2017	$1,001 - $15,000	-
General Electric Company GE	Sale (Full)	27 Nov 2017	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	Purchase	27 Nov 2017	$1,001 - $15,000	n/a
iShares S&P Small-Cap 600... IJS	Purchase	27 Nov 2017	$15,001 - $50,000	n/a
John Hancock Financial Op... BTO	Purchase	27 Nov 2017	$1,001 - $15,000	n/a
International Business Ma... IBM	Purchase	27 Nov 2017	$1,001 - $15,000	-
Merck & Co., Inc. MRK	Sale (Full)	27 Nov 2017	$15,001 - $50,000	-
Wal-Mart Stores, Inc. WMT	Purchase	27 Nov 2017	$1,001 - $15,000	-
JPMorgan Chase & Co. JPM	Purchase	27 Nov 2017	$1,001 - $15,000	-
Invesco KBW Premium Yield... KBWY	Purchase	27 Nov 2017	$1,001 - $15,000	n/a
Oakmark International Inv... OAKIX	Purchase	7 Nov 2017	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	7 Nov 2017	$1,001 - $15,000	n/a
Virtus Vontobel Emerging ... HIEMX	Sale (Full)	7 Nov 2017	$1,001 - $15,000	n/a
T-Mobile US, Inc. TMUS	Sale (Full)	7 Nov 2017	$1,001 - $15,000	-
American Funds New World ... NFFFX	Purchase	7 Nov 2017	$1,001 - $15,000	n/a
ClearBridge Large Cap Gro... SBLYX	Purchase	7 Nov 2017	$1,001 - $15,000	n/a
Vanguard FTSE Developed M... VEA	Purchase	7 Nov 2017	$1,001 - $15,000	n/a
iShares International Sel... IDV	Sale (Full)	7 Nov 2017	$1,001 - $15,000	n/a
ClearBridge Aggressive Gr... SAGYX	Sale (Full)	7 Nov 2017	$15,001 - $50,000	n/a
T-Mobile US, Inc. TMUS	Sale (Partial)	1 Nov 2017	$1,001 - $15,000	-
Columbia AMT-Free Interm ... SETMX	Sale (Full)	31 Oct 2017	$15,001 - $50,000	n/a
Driehaus Active Income LCMAX	Sale (Full)	24 Oct 2017	$1,001 - $15,000	n/a
Merger Institutional MERIX	Sale (Full)	24 Oct 2017	$1,001 - $15,000	n/a
Eaton Vance Glbl Macr Abs... EIGMX	Sale (Full)	24 Oct 2017	$1,001 - $15,000	n/a
McKesson Corporation MCK	Sale (Full)	20 Sept 2017	$15,001 - $50,000	-
The TJX Companies, Inc. TJX	Sale (Full)	20 Sept 2017	$1,001 - $15,000	-
Gilead Sciences, Inc. GILD	Sale (Full)	20 Sept 2017	$1,001 - $15,000	-
Gilead Sciences, Inc. GILD	Sale (Partial)	20 Sept 2017	$15,001 - $50,000	-
Gilead Sciences, Inc. GILD	Sale (Full)	20 Sept 2017	$1,001 - $15,000	-
Union Pacific Corporation UNP	Sale (Partial)	20 Sept 2017	$15,001 - $50,000	-
DISH Network Corporation DISH	Sale (Full)	20 Sept 2017	$1,001 - $15,000	-
QUALCOMM Incorporated QCOM	Sale (Full)	20 Sept 2017	$1,001 - $15,000	-
Goldman Sachs Group, Inc....	Sale (Full)	1 Sept 2017	$15,001 - $50,000	-
JHancock Absolute Return ... JCUIX	Purchase	25 Aug 2017	$1,001 - $15,000	Report filed on 8/13/18 inadvertently listed incorrect year
Tesla, Inc. TSLA	Purchase	24 Aug 2017	$1,001 - $15,000	-
iShares International Sel... IDV	Purchase	24 Aug 2017	$1,001 - $15,000	n/a
Stryker Corporation SYK	Purchase	24 Aug 2017	$1,001 - $15,000	-
Newell Brands Inc. NWL	Purchase	24 Aug 2017	$1,001 - $15,000	-
iShares US Medical Device... IHI	Purchase	24 Aug 2017	$1,001 - $15,000	n/a
Wal-Mart Stores, Inc. WMT	Purchase	24 Aug 2017	$1,001 - $15,000	-
Tesla, Inc. TSLA	Purchase	24 Aug 2017	$1,001 - $15,000	-
Brighthouse Financial, In... BHF	Sale (Full)	24 Aug 2017	$1,001 - $15,000	-
Apple Inc. AAPL	Sale (Partial)	24 Aug 2017	$1,001 - $15,000	-
DISH Network Corporation DISH	Purchase	24 Aug 2017	$1,001 - $15,000	-
Brighthouse Financial, In... BHF	Exchange	7 Aug 2017	$1,001 - $15,000	Shares received in spin off with MetLife (MET) on 8/7/17.
Eaton Vance Income Fund o... EIBIX	Purchase	30 Jul 2017	$1,001 - $15,000	Reported filed on 8/13/18 inadvertently listed incorrect year
iShares Core MSCI Emergin... IEMG	Purchase	28 Jul 2017	$1,001 - $15,000	n/a
The Goldman Sachs Group, ... GS	Purchase	28 Jul 2017	$1,001 - $15,000	-
Tesla, Inc. TSLA	Purchase	28 Jul 2017	$1,001 - $15,000	-
Vanguard Dividend Appreci... VIG	Purchase	28 Jul 2017	$1,001 - $15,000	n/a
Starbucks Corporation SBUX	Purchase	28 Jul 2017	$1,001 - $15,000	-
Capital One Financial Cor... COF	Purchase	28 Jul 2017	$15,001 - $50,000	-
Cisco Systems, Inc. CSCO	Purchase	28 Jul 2017	$1,001 - $15,000	-
Johnson Controls Internat... JCI	Purchase	28 Jul 2017	$1,001 - $15,000	-
John Hancock Financial Op... BTO	Purchase	25 Jul 2017	$1,001 - $15,000	-
HP Inc. HPQ	Purchase	25 Jul 2017	$1,001 - $15,000	-
Citigroup Inc. C	Purchase	25 Jul 2017	$1,001 - $15,000	-
IFF.SG - Intl Flavors & F...	Sale (Full)	13 Jul 2017	$50,001 - $100,000	-
Bristol-Myers Squibb Comp... BMY	Sale (Partial)	13 Jul 2017	$1,001 - $15,000	-
Eaton Vance Glbl Macro Ab... EGRIX	Purchase	10 Jul 2017	$1,001 - $15,000	Report filed on 8/13/18 inadvertently listed incorrect year
PBE - Powershares Dynamic...	Sale (Partial)	29 Jun 2017	$1,001 - $15,000	n/a
iShares US Medical Device... IHI	Purchase	29 Jun 2017	$1,001 - $15,000	n/a
T. Rowe Price Overseas St... TROIX	Purchase	28 Jun 2017	$1,001 - $15,000	Report filed on 8/13/18 inadvertently listed incorrect year
Invesco KBW Premium Yield... KBWY	Purchase	6 Jun 2017	$1,001 - $15,000	n/a
Lord Abbett Short Duratio... LDLFX	Purchase	6 Jun 2017	$1,001 - $15,000	n/a
PIMCO Low Duration I2 PLDPX	Sale (Full)	6 Jun 2017	$1,001 - $15,000	n/a
Ford Motor Company F	Purchase	30 May 2017	$1,001 - $15,000	-
Ford Motor Company F	Purchase	30 May 2017	$1,001 - $15,000	-
CVS Health Corporation CVS	Sale (Partial)	30 May 2017	$15,001 - $50,000	-
NIKE, Inc. NKE	Sale (Partial)	30 May 2017	$1,001 - $15,000	-
Magna International Inc. MGA	Purchase	30 May 2017	$15,001 - $50,000	-
Magna International Inc. MGA	Purchase	30 May 2017	$1,001 - $15,000	-
3M Company MMM	Sale (Partial)	30 May 2017	$15,001 - $50,000	-
Janus Henderson Enterpris... JMGRX	Purchase	25 May 2017	$1,001 - $15,000	n/a
American Funds Fundamenta... FINFX	Purchase	25 May 2017	$15,001 - $50,000	n/a
American Funds Washington... WMFFX	Purchase	25 May 2017	$15,001 - $50,000	n/a
Hartford Capital Apprecia... ITHIX	Sale (Full)	25 May 2017	$15,001 - $50,000	n/a
PGIM Jennison Equity Inco... JDEZX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
Parnassus Endeavor Invest... PARWX	Purchase	25 May 2017	$1,001 - $15,000	n/a
Harding Loevner Internati... HLMIX	Purchase	25 May 2017	$1,001 - $15,000	n/a
Lazard International Stra... LISIX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
MainStay Large Cap Growth... MLAIX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
Hartford Capital Apprecia... ITHIX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
Gabelli Asset I GABIX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
JHancock Disciplined Valu... JVLIX	Sale (Full)	25 May 2017	$15,001 - $50,000	n/a
AMG Systematic Mid Cap Va... SYIMX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
Goldman Sachs Emerging Ma... GEMIX	Purchase	25 May 2017	$1,001 - $15,000	n/a
Lazard International Stra... LISIX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
Harding Loevner Internati... HLMIX	Purchase	25 May 2017	$1,001 - $15,000	n/a
American Funds Fundamenta... FINFX	Purchase	25 May 2017	$15,001 - $50,000	n/a
Ivy Mid Cap Growth I IYMIX	Sale (Full)	25 May 2017	$1,001 - $15,000	n/a
Victory Sycamore Establis... VEVIX	Purchase	25 May 2017	$1,001 - $15,000	-
Bioverativ Inc. BIVV	Sale (Full)	24 May 2017	$1,001 - $15,000	Shares received in spin off with BIIB on 1/17/17.
GENERAL MOTORS FINANCIAL ...	Purchase	24 May 2017	$15,001 - $50,000	-
The Goldman Sachs Group, ... GS	Purchase	24 May 2017	$1,001 - $15,000	-
Walgreens Boots Alliance,... WBA	Sale (Full)	24 May 2017	$1,001 - $15,000	-
Twitter, Inc. TWTR	Sale (Full)	24 May 2017	$1,001 - $15,000	-
American Funds American B... AMBFX	Purchase	24 May 2017	$15,001 - $50,000	n/a
International Business Ma... IBM	Purchase	24 May 2017	$1,001 - $15,000	-
Twitter, Inc. TWTR	Sale (Full)	24 May 2017	$1,001 - $15,000	-
Citigroup Inc. C	Purchase	24 May 2017	$1,001 - $15,000	-
Amgen Inc. AMGN	Purchase	24 May 2017	$1,001 - $15,000	-
Citigroup Inc. C	Purchase	24 May 2017	$1,001 - $15,000	-
Invesco KBW Premium Yield... KBWY	Purchase	23 May 2017	$1,001 - $15,000	n/a
Voya Global Real Estate I IGLIX	Sale (Full)	23 May 2017	$1,001 - $15,000	n/a
Oakmark Equity And Income... OAKBX	Sale (Full)	20 May 2017	$15,001 - $50,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	16 May 2017	$1,001 - $15,000	n/a
Akamai Technologies, Inc. AKAM	Sale (Full)	16 May 2017	$1,001 - $15,000	-
Bank of America Corporati... BAC	Purchase	16 May 2017	$1,001 - $15,000	-
Lam Research Corporation LRCX	Purchase	16 May 2017	$1,001 - $15,000	-
L Brands, Inc. LB	Sale (Full)	16 May 2017	$1,001 - $15,000	-
Regeneron Pharmaceuticals... REGN	Purchase	16 May 2017	$1,001 - $15,000	-
Marsh & McLennan Companie... MMC	Sale (Full)	10 May 2017	$1,001 - $15,000	-
Waste Management, Inc. WM	Purchase	10 May 2017	$1,001 - $15,000	-
DISH Network Corporation DISH	Purchase	10 May 2017	$1,001 - $15,000	-
GBRIX - Goldman Sachs BRI...	Sale (Full)	9 May 2017	$1,001 - $15,000	n/a
RHODE IS INFRASTRUCTURE B...	Purchase	8 May 2017	$15,001 - $50,000	-
Analog Devices, Inc. ADI	Purchase	8 May 2017	$1,001 - $15,000	-
Mastercard Incorporated MA	Purchase	5 May 2017	$1,001 - $15,000	-
Analog Devices, Inc. ADI	Purchase	5 May 2017	$1,001 - $15,000	-
Artisan International Ins... APHIX	Sale (Full)	24 Apr 2017	$1,001 - $15,000	n/a
International Business Ma... IBM	Purchase	5 Apr 2017	$1,001 - $15,000	-
QUALCOMM Incorporated QCOM	Purchase	5 Apr 2017	$1,001 - $15,000	-
Amgen Inc. AMGN	Purchase	5 Apr 2017	$1,001 - $15,000	-
QUALCOMM Incorporated QCOM	Purchase	5 Apr 2017	$1,001 - $15,000	-
U.S. Bancorp USB	Purchase	5 Apr 2017	$1,001 - $15,000	-
L Brands, Inc. LB	Sale (Full)	5 Apr 2017	$15,001 - $50,000	-
W. P. Carey Inc. WPC	Purchase	5 Apr 2017	$1,001 - $15,000	-
DISH Network Corporation DISH	Purchase	5 Apr 2017	$1,001 - $15,000	-
L Brands, Inc. LB	Sale (Full)	5 Apr 2017	$1,001 - $15,000	-
Eaton Vance Income Fund o... EIBIX	Purchase	17 Mar 2017	$1,001 - $15,000	n/a
Raymond James Financial R...	Sale (Full)	15 Mar 2017	$1,001 - $15,000	Redemption
Analog Devices, Inc. ADI	Exchange	14 Mar 2017	$1,001 - $15,000	Shares received in exchange for Linear Technology shares as a result of mer...
Linear Technology Corpora... LLTC	Sale (Full)	14 Mar 2017	$1,001 - $15,000	-
PIMCO Low Duration I2 PLDPX	Purchase	7 Mar 2017	$1,001 - $15,000	n/a
Lazard International Stra... LISIX	Purchase	7 Mar 2017	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Purchase	7 Mar 2017	$1,001 - $15,000	n/a
Hartford Capital Apprecia... ITHIX	Sale (Partial)	7 Mar 2017	$1,001 - $15,000	n/a
Vanguard Short-Term Corpo... VCSH	Purchase	6 Mar 2017	$1,001 - $15,000	n/a
Goldman Sachs Absolute Re... GJRTX	Sale (Partial)	6 Mar 2017	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	6 Mar 2017	$1,001 - $15,000	n/a
Fidelity Contrafund FCNTX	Sale (Full)	6 Mar 2017	$1,001 - $15,000	n/a
PIMCO Low Duration I2 PLDPX	Purchase	6 Mar 2017	$1,001 - $15,000	n/a
Conagra Brands, Inc. CAG	Sale (Partial)	6 Mar 2017	$1,001 - $15,000	-
Lazard International Stra... LISIX	Sale (Partial)	6 Mar 2017	$1,001 - $15,000	n/a
Microchip Technology Inco... MCHP	Sale (Partial)	6 Mar 2017	$1,001 - $15,000	-
General Electric Company GE	Sale (Partial)	6 Mar 2017	$1,001 - $15,000	-
Eaton Vance Income Fund o... EIBIX	Purchase	6 Mar 2017	$1,001 - $15,000	n/a
iShares International Sel... IDV	Sale (Full)	23 Feb 2017	$1,001 - $15,000	n/a
MCK-McKesson Corporation MCK	Purchase	23 Feb 2017	$1,001 - $15,000	-
BMY-Bristol-Myers Squibb ... BMY	Purchase	23 Feb 2017	$1,001 - $15,000	-
CVS Health Corporation CVS	Sale (Partial)	23 Feb 2017	$15,001 - $50,000	-
Anheuser-Busch InBev SA/N... BUD	Sale (Full)	23 Feb 2017	$1,001 - $15,000	-
Berkshire Hathaway Inc. BRK-B	Purchase	23 Feb 2017	$1,001 - $15,000	-
Financial Select Sector S... XLF	Purchase	23 Feb 2017	$1,001 - $15,000	n/a
ABT-Abbott Laboratories ABT	Sale (Full)	23 Feb 2017	$1,001 - $15,000	-
Johnson Controls Internat... JCI	Purchase	23 Feb 2017	$1,001 - $15,000	-
JPMorgan Chase & Co. JPM	Purchase	23 Feb 2017	$1,001 - $15,000	-
The Estée Lauder Companie... EL	Sale (Full)	23 Feb 2017	$1,001 - $15,000	-
Goldman Sachs Absolute Re... GJRTX	Sale (Partial)	23 Feb 2017	$1,001 - $15,000	n/a
Bristol-Myers Squibb Comp... BMY	Purchase	23 Feb 2017	$1,001 - $15,000	-
Industrial Select Sector ... XLI	Purchase	21 Feb 2017	$1,001 - $15,000	n/a
DISH Network Corporation DISH	Purchase	10 Feb 2017	$1,001 - $15,000	-
DISH-DISH Network Corpora... DISH	Purchase	10 Feb 2017	$1,001 - $15,000	-
PFE-PFE-Pfizer Inc. PFE	Purchase	10 Feb 2017	$1,001 - $15,000	-
ADI-Analog Devices, Inc. ADI	Purchase	10 Feb 2017	$15,001 - $50,000	-
Berkshire Hathaway Inc. BRK-B	Purchase	30 Jan 2017	$1,001 - $15,000	-
Altria Group, Inc. MO	Sale (Full)	30 Jan 2017	$15,001 - $50,000	-
LW-Lamb Weston Holdings, ... LW	Sale (Full)	30 Jan 2017	$1,001 - $15,000	LW received as a split from CAG on 11/09/16
MO-Altria Group, Inc. MO	Sale (Full)	30 Jan 2017	$1,001 - $15,000	Acquired as a result of a 9/21/16 inheritance
Ingersoll-Rand Plc IR	Purchase	25 Jan 2017	$15,001 - $50,000	-
U.S. Bancorp USB	Purchase	25 Jan 2017	$1,001 - $15,000	-
T-Mobile US, Inc. TMUS	Purchase	24 Jan 2017	$15,001 - $50,000	-
Ingersoll-Rand Plc IR	Purchase	24 Jan 2017	$15,001 - $50,000	-
The Boeing Company BA	Purchase	24 Jan 2017	$1,001 - $15,000	-
Oakmark Investor OAKMX	Purchase	24 Jan 2017	$1,001 - $15,000	n/a
JHancock Disciplined Valu... JVLIX	Sale (Partial)	24 Jan 2017	$1,001 - $15,000	n/a
Goldman Sachs Absolute Re... GJRTX	Sale (Partial)	24 Jan 2017	$1,001 - $15,000	n/a
Invesco Balanced-Risk Com... BRCYX	Sale (Full)	20 Jan 2017	$1,001 - $15,000	n/a
Credit Suisse Commodity R... CRSOX	Sale (Full)	20 Jan 2017	$1,001 - $15,000	n/a
Metropolitan West Total R... MWTIX	Purchase	20 Jan 2017	$1,001 - $15,000	n/a
BIVV-Bioverativ Inc. BIVV	Exchange	17 Jan 2017	$1,001 - $15,000	Shares received in spin off with BIIB.
Apple Inc. AAPL	Sale (Partial)	11 Jan 2017	$15,001 - $50,000	-
Medtronic plc MDT	Sale (Full)	11 Jan 2017	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	Sale (Partial)	11 Jan 2017	$15,001 - $50,000	-
NVIDIA Corporation NVDA	Purchase	11 Jan 2017	$1,001 - $15,000	-
Palo Alto Networks, Inc. PANW	Sale (Full)	11 Jan 2017	$1,001 - $15,000	-
Apple Inc. AAPL	Sale (Partial)	11 Jan 2017	$1,001 - $15,000	-
Nestlé S.A. NSRGY	Sale (Partial)	11 Jan 2017	$15,001 - $50,000	-
Palo Alto Networks, Inc. PANW	Sale (Full)	11 Jan 2017	$1,001 - $15,000	-