Sheldon WhitehouseFiling

Annual Report | Filed on 11 Aug 2017

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 199 stock trades. It was filed on 11 August 2017. Reported tickers include CB, HAS, ESRX, MA, GILD, and 99 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

11 Aug 2017

View Original Filing

Transactions

199 transactions


iShares China Large-Cap E... FXI	Sale (Full)	23 Dec 2016	$15,001 - $50,000	-
Gilead Sciences Inc. GILD	Sale (Partial)	23 Dec 2016	$1,001 - $15,000	-
Public Storage PSA	Sale (Full)	23 Dec 2016	$15,001 - $50,000	-
Amgen Inc. AMGN	Sale (Partial)	23 Dec 2016	$1,001 - $15,000	-
Biogen Inc. BIIB	Sale (Partial)	23 Dec 2016	$1,001 - $15,000	-
The Goldman Sachs Group, ... GS	Purchase	13 Dec 2016	$1,001 - $15,000	-
The Goldman Sachs Group, ... GS	Purchase	13 Dec 2016	$1,001 - $15,000	-
Biogen Inc. BIIB	Sale (Full)	13 Dec 2016	$15,001 - $50,000	-
Hartford Capital Apprecia... ITHIX	Sale (Partial)	1 Dec 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	28 Nov 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	28 Nov 2016	$1,001 - $15,000	-
Diageo plc DEO	Purchase	28 Nov 2016	$1,001 - $15,000	-
Oracle Corporation ORCL	Sale (Full)	28 Nov 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	28 Nov 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	28 Nov 2016	$1,001 - $15,000	-
Oracle Corporation ORCL	Sale (Partial)	28 Nov 2016	$1,001 - $15,000	-
Amgen Inc. AMGN	Purchase	28 Nov 2016	$1,001 - $15,000	-
The Walt Disney Company DIS	Purchase	28 Nov 2016	$1,001 - $15,000	-
Lamb Weston Holdings, Inc... LW	Exchange	16 Nov 2016	$1,001 - $15,000	Shares received in spin off with ConAgra Foods, Inc. (CAG)
Gilead Sciences Inc. GILD	Purchase	15 Nov 2016	$1,001 - $15,000	-
The Walt Disney Company DIS	Purchase	15 Nov 2016	$1,001 - $15,000	-
The Boeing Company BA	Purchase	15 Nov 2016	$1,001 - $15,000	-
Alphabet Inc. GOOGL	Purchase	15 Nov 2016	$1,001 - $15,000	-
McKesson Corporation MCK	Purchase	15 Nov 2016	$1,001 - $15,000	-
Starbucks Corporation SBUX	Purchase	15 Nov 2016	$1,001 - $15,000	-
Abbott Laboratories ABT	Purchase	15 Nov 2016	$1,001 - $15,000	-
Unilever PLC UL	Sale (Full)	15 Nov 2016	$15,001 - $50,000	-
Johnson Controls Internat... JCI	Purchase	15 Nov 2016	$1,001 - $15,000	-
Goldman Sachs Growth Oppo... GGOIX	Sale (Full)	31 Oct 2016	$1,001 - $15,000	-
Chubb Limited CB	Purchase	26 Oct 2016	$1,001 - $15,000	-
Mastercard Incorporated MA	Purchase	26 Oct 2016	$1,001 - $15,000	-
Diageo plc DEO	Purchase	26 Oct 2016	$1,001 - $15,000	-
Hasbro Inc. HAS	Purchase	26 Oct 2016	$1,001 - $15,000	-
JPMorgan Chase & Co. JPM	Purchase	26 Oct 2016	$1,001 - $15,000	-
McKesson Corporation MCK	Purchase	26 Oct 2016	$1,001 - $15,000	-
Berkshire Hathaway Inc. BRK-B	Purchase	26 Oct 2016	$1,001 - $15,000	-
HSBC Holdings plc HSBC	Sale (Full)	26 Oct 2016	$1,001 - $15,000	Acquired as a result of a 9/21/16 inheritance.
Berkshire Hathaway Inc. BRK-B	Purchase	26 Oct 2016	$1,001 - $15,000	-
International Business Ma... IBM	Purchase	26 Oct 2016	$1,001 - $15,000	-
The Walt Disney Company DIS	Purchase	26 Oct 2016	$1,001 - $15,000	-
HAS - Hasbro Inc. HAS	Purchase	26 Oct 2016	$1,001 - $15,000	-
International Business Ma... IBM	Purchase	26 Oct 2016	$1,001 - $15,000	-
Wells Fargo & Company WFC	Sale (Full)	26 Oct 2016	$1,001 - $15,000	-
iShares MSCI Japan ETF EWJ	Sale (Full)	25 Oct 2016	$1,001 - $15,000	-
ClearBridge Aggressive Gr... SAGYX	Purchase	20 Oct 2016	$1,001 - $15,000	-
Fidelity® Contrafund® FCNTX	Sale (Partial)	20 Oct 2016	$1,001 - $15,000	-
Oakmark Investor OAKMX	Sale (Partial)	20 Oct 2016	$1,001 - $15,000	-
AdvanSix Inc. ASIX	Exchange	3 Oct 2016	$1,001 - $15,000	ASIX shares received in exchange for HON shares.
Financial Select Sector S... XLF	Purchase	3 Oct 2016	$1,001 - $15,000	-
Janus Henderson Overseas ... JIGFX	Sale (Full)	3 Oct 2016	$1,001 - $15,000	-
PowerShares KBW Premium Y... KBWY	Purchase	3 Oct 2016	$1,001 - $15,000	-
AdvanSix Inc. ASIX	Exchange	3 Oct 2016	$1,001 - $15,000	ASIX shares received in exchange for HON shares.
AdvanSix Inc. ASIX	Exchange	3 Oct 2016	$1,001 - $15,000	ASIX shares received in exchange for HON shares.
American Express Company AXP	Sale (Partial)	28 Sept 2016	$15,001 - $50,000	-
The Boeing Company BA	Purchase	28 Sept 2016	$1,001 - $15,000	-
VOD-VOD-Vodafone Group Pl... VOD	Sale (Full)	28 Sept 2016	$1,001 - $15,000	Acquired as a result of a 9/21/16 inheritance.
Facebook, Inc. FB	Purchase	28 Sept 2016	$1,001 - $15,000	-
McKesson Corporation MCK	Purchase	28 Sept 2016	$1,001 - $15,000	-
The Estée Lauder Companie... EL	Purchase	28 Sept 2016	$1,001 - $15,000	-
Waste Management, Inc. WM	Purchase	28 Sept 2016	$1,001 - $15,000	-
MAR - Marriott Internatio... MAR	Exchange	26 Sept 2016	$1,001 - $15,000	Shares received in exchange for Starwood Hotels (HOT) shares as a result of...
SO-SO-Southern Company SO	Sale (Full)	22 Sept 2016	$1,001 - $15,000	Acquired as a result of a 9/21/16 inheritance.
The Walt Disney Company DIS	Purchase	22 Sept 2016	$1,001 - $15,000	-
WEC-WEC-WEC Energy Group,... WEC	Sale (Full)	22 Sept 2016	$1,001 - $15,000	Acquired as a result of a 9/21/16 inheritance.
CHL CHINA MOBILE LTD CHL	Sale (Full)	22 Sept 2016	$1,001 - $15,000	Acquired as a result of a 9/21/16 inheritance.
Gilead Sciences Inc. GILD	Sale (Partial)	6 Sept 2016	$1,001 - $15,000	-
Netflix, Inc. NFLX	Sale (Full)	6 Sept 2016	$15,001 - $50,000	-
Gilead Sciences Inc. GILD	Sale (Partial)	6 Sept 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Sale (Partial)	6 Sept 2016	$1,001 - $15,000	-
Regeneron Pharmaceuticals... REGN	Purchase	6 Sept 2016	$1,001 - $15,000	-
SPDR® S&P Biotech ETF XBI	Sale (Full)	6 Sept 2016	$1,001 - $15,000	-
SPDR® S&P Biotech ETF XBI	Sale (Full)	6 Sept 2016	$1,001 - $15,000	-
Nestlé S.A. NSRGY	Sale (Partial)	6 Sept 2016	$15,001 - $50,000	-
Regeneron Pharmaceuticals... REGN	Purchase	6 Sept 2016	$1,001 - $15,000	-
NSRGY- Nestle (OTC Market... NSRGY	Sale (Partial)	6 Sept 2016	$15,001 - $50,000	-
Netflix, Inc. NFLX	Sale (Partial)	6 Sept 2016	$15,001 - $50,000	-
Gilead Sciences Inc. GILD	Sale (Partial)	6 Sept 2016	$1,001 - $15,000	-
Neuberger Berman Long Sho... NLSIX	Purchase	29 Aug 2016	$1,001 - $15,000	-
MFS Value I MEIIX	Purchase	26 Aug 2016	$15,001 - $50,000	-
Dreyfus International Bon... DIBRX	Sale (Full)	25 Aug 2016	$1,001 - $15,000	-
AllianzGI NFJ Dividend Va... NFJEX	Sale (Full)	25 Aug 2016	$15,001 - $50,000	-
Principal Preferred Secur... PPSIX	Sale (Full)	25 Aug 2016	$1,001 - $15,000	-
Vanguard Inflation-Protec... VAIPX	Purchase	24 Aug 2016	$1,001 - $15,000	-
The TJX Companies, Inc. TJX	Sale (Partial)	18 Aug 2016	$1,001 - $15,000	-
Starbucks Corporation SBUX	Purchase	18 Aug 2016	$1,001 - $15,000	-
Ryanair Holdings plc RYAAY	Sale (Full)	18 Aug 2016	$15,001 - $50,000	-
BMY-Bristol-Myers Squibb ... BMY	Sale (Full)	18 Aug 2016	$1,001 - $15,000	-
MetLife, Inc. MET	Purchase	18 Aug 2016	$1,001 - $15,000	-
General Electric Company GE	Sale (Partial)	18 Aug 2016	$1,001 - $15,000	-
Public Storage PSA	Purchase	18 Aug 2016	$1,001 - $15,000	-
CAT-Caterpillar Inc. Rate... CAT	Sale (Full)	15 Aug 2016	$15,001 - $50,000	-
UA - Under Armour, Inc. UA	Sale (Full)	8 Aug 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	5 Aug 2016	$1,001 - $15,000	-
SPDR® S&P Biotech ETF XBI	Sale (Full)	2 Aug 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	29 Jul 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	29 Jul 2016	$1,001 - $15,000	-
Citigroup Inc. C	Sale (Full)	26 Jul 2016	$1,001 - $15,000	-
Danaher Corp. DHR	Purchase	26 Jul 2016	$1,001 - $15,000	-
Apple Inc. AAPL	Sale (Partial)	26 Jul 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	21 Jul 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	21 Jul 2016	$1,001 - $15,000	-
Hasbro Inc. HAS	Purchase	7 Jul 2016	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	Sale (Full)	7 Jul 2016	$1,001 - $15,000	-
Waste Management, Inc. WM	Purchase	7 Jul 2016	$1,001 - $15,000	-
Waste Management, Inc. WM	Purchase	7 Jul 2016	$1,001 - $15,000	-
Hasbro Inc. HAS	Purchase	7 Jul 2016	$1,001 - $15,000	-
Waste Management, Inc. WM	Purchase	7 Jul 2016	$1,001 - $15,000	-
Vanguard Information Tech... VGT	Purchase	7 Jul 2016	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	Sale (Full)	7 Jul 2016	$15,001 - $50,000	-
Fortive Corporation FTV	Exchange	5 Jul 2016	$1,001 - $15,000	Shares received in spin off with Danaher Corp (DHR)
PIMCO Foreign Bond (USD-H... PFORX	Sale (Full)	20 Jun 2016	$1,001 - $15,000	-
Starbucks Corporation SBUX	Purchase	7 Jun 2016	$1,001 - $15,000	-
Accenture plc ACN	Sale (Full)	7 Jun 2016	$15,001 - $50,000	-
Public Storage PSA	Purchase	7 Jun 2016	$15,001 - $50,000	-
International Business Ma... IBM	Purchase	7 Jun 2016	$1,001 - $15,000	-
International Business Ma... IBM	Purchase	7 Jun 2016	$15,001 - $50,000	-
Facebook, Inc. FB	Purchase	24 May 2016	$1,001 - $15,000	-
Amgen Inc. AMGN	Purchase	24 May 2016	$15,001 - $50,000	-
Regeneron Pharmaceuticals... REGN	Purchase	24 May 2016	$1,001 - $15,000	-
Comcast Corporation CMCSA	Purchase	24 May 2016	$1,001 - $15,000	-
Comcast Corporation CMCSA	Purchase	24 May 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	24 May 2016	$1,001 - $15,000	-
Twitter, Inc. TWTR	Purchase	24 May 2016	$1,001 - $15,000	-
Cerner Corporation CERN	Sale (Full)	18 May 2016	$1,001 - $15,000	-
Diageo plc DEO	Purchase	18 May 2016	$1,001 - $15,000	-
Netflix, Inc. NFLX	Purchase	18 May 2016	$1,001 - $15,000	-
NVIDIA Corporation NVDA	Purchase	18 May 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	18 May 2016	$1,001 - $15,000	-
Newell Brands Inc. NWL	Purchase	18 May 2016	$1,001 - $15,000	-
V.F. Corporation VFC	Sale (Full)	17 May 2016	$15,001 - $50,000	-
V.F. Corporation VFC	Sale (Full)	17 May 2016	$15,001 - $50,000	-
MACYS RETAIL HLDINGS INC ...	Purchase	4 May 2016	$15,001 - $50,000	-
XEROX CORP Rate/Coupon: 4... XER.BE	Purchase	4 May 2016	$1,001 - $15,000	-
General Electric Company GE	Purchase	4 May 2016	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Purchase	29 Apr 2016	$1,001 - $15,000	-
Lam Research Corporation LRCX	Purchase	26 Apr 2016	$1,001 - $15,000	-
Newell Brands Inc. NWL	Purchase	26 Apr 2016	$1,001 - $15,000	-
Apple Inc. AAPL	Sale (Partial)	26 Apr 2016	$15,001 - $50,000	-
Apple Inc. AAPL	Sale (Partial)	26 Apr 2016	$15,001 - $50,000	-
NVIDIA Corporation NVDA	Purchase	26 Apr 2016	$1,001 - $15,000	-
Invesco Balanced-Risk Com... BRCYX	Purchase	21 Apr 2016	$1,001 - $15,000	-
SPDR® Dow Jones Internati... RWX	Purchase	21 Apr 2016	$1,001 - $15,000	-
T. Rowe Price Short-Term ... PRWBX	Sale (Full)	21 Apr 2016	$1,001 - $15,000	-
Walgreens Boots Alliance,... WBA	Purchase	19 Apr 2016	$1,001 - $15,000	-
NVIDIA Corporation NVDA	Purchase	19 Apr 2016	$1,001 - $15,000	-
The Walt Disney Company DIS	Purchase	19 Apr 2016	$1,001 - $15,000	-
Amazon.com, Inc. AMZN	Sale (Partial)	19 Apr 2016	$1,001 - $15,000	-
VMware, Inc. VMW	Sale (Full)	19 Apr 2016	$1,001 - $15,000	-
Alphabet Inc. GOOGL	Purchase	12 Apr 2016	$1,001 - $15,000	-
Under Armour, Inc. UA	Sale (Partial)	12 Apr 2016	$1,001 - $15,000	Split into 2 share classes A & C. He sold the A shares and kept the C share...
STT-State Street Corporat... STT	Sale (Partial)	12 Apr 2016	$15,001 - $50,000	-
WisdomTree India Earnings... EPI	Sale (Full)	12 Apr 2016	$1,001 - $15,000	-
Guggenheim Solar ETF TAN	Sale (Full)	12 Apr 2016	$1,001 - $15,000	-
Amazon.com, Inc. AMZN	Purchase	12 Apr 2016	$15,001 - $50,000	-
Amgen Inc. AMGN	Purchase	12 Apr 2016	$1,001 - $15,000	-
The TJX Companies, Inc. TJX	Purchase	12 Apr 2016	$1,001 - $15,000	-
Financial Select Sector S... XLF	Purchase	30 Mar 2016	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Purchase	30 Mar 2016	$1,001 - $15,000	-
Newell Rubbermaid Inc. NWL	Purchase	24 Mar 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	24 Mar 2016	$1,001 - $15,000	-
Newell Rubbermaid Inc. NWL	Purchase	24 Mar 2016	$1,001 - $15,000	-
The Home Depot, Inc. HD	Sale (Partial)	24 Mar 2016	$1,001 - $15,000	-
MetLife, Inc. MET	Purchase	24 Mar 2016	$1,001 - $15,000	-
Lam Research Corporation LRCX	Purchase	24 Mar 2016	$1,001 - $15,000	-
Cisco Systems, Inc. CSCO	Purchase	24 Mar 2016	$1,001 - $15,000	-
CVS Health Corporation CVS	Sale (Partial)	1 Mar 2016	$1,001 - $15,000	-
Starwood Hotels & Resorts... HOT	Purchase	1 Mar 2016	$1,001 - $15,000	-
Visa Inc. V	Sale (Partial)	1 Mar 2016	$1,001 - $15,000	-
Newell Rubbermaid Inc. NWL	Purchase	1 Mar 2016	$1,001 - $15,000	-
PowerShares QQQ ETF QQQ	Purchase	18 Feb 2016	$1,001 - $15,000	-
Financial Select Sector S... XLF	Purchase	18 Feb 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	16 Feb 2016	$1,001 - $15,000	-
Newell Rubbermaid Inc. NWL	Purchase	12 Feb 2016	$1,001 - $15,000	-
Bank of America Corporati... BAC	Purchase	12 Feb 2016	$1,001 - $15,000	-
JPMORGAN CHASE & CO 6.12%...	Purchase	5 Feb 2016	$1,001 - $15,000	-
General Electric Cap Corp...	Sale (Full)	3 Feb 2016	$1,001 - $15,000	-
Twitter, Inc. TWTR	Purchase	1 Feb 2016	$1,001 - $15,000	-
Facebook, Inc. FB	Purchase	28 Jan 2016	$1,001 - $15,000	-
Twitter, Inc. TWTR	Purchase	26 Jan 2016	$1,001 - $15,000	-
iShares MSCI Emerging Mar... EEM	Sale (Full)	25 Jan 2016	$1,001 - $15,000	-
Ionis Pharmaceuticals, In... IONS	Sale (Full)	20 Jan 2016	$1,001 - $15,000	Formerly reported as Isis Pharmaceuticals
Canadian Pacific Railway ... CP	Sale (Full)	20 Jan 2016	$15,001 - $50,000	-
JPMorgan Chase & Co. JPM	Purchase	20 Jan 2016	$1,001 - $15,000	-
Caterpillar Inc. CAT	Sale (Full)	20 Jan 2016	$15,001 - $50,000	-
Canadian Pacific Railway ... CP	Sale (Full)	20 Jan 2016	$15,001 - $50,000	-
Merck & Co. Inc. MRK	Purchase	14 Jan 2016	$1,001 - $15,000	-
Verizon Communications In... VZ	Purchase	6 Jan 2016	$1,001 - $15,000	-
Lockheed Martin Corporati... LMT	Purchase	6 Jan 2016	$15,001 - $50,000	-
Microsoft Corporation MSFT	Purchase	6 Jan 2016	$1,001 - $15,000	-
NVIDIA Corporation NVDA	Purchase	6 Jan 2016	$1,001 - $15,000	-
Under Armour, Inc. UA	Purchase	6 Jan 2016	$1,001 - $15,000	-
GameStop Corp. GME	Sale (Full)	5 Jan 2016	$1,001 - $15,000	-
SPDR® S&P Biotech ETF XBI	Purchase	5 Jan 2016	$1,001 - $15,000	-
Linear Technology Corpora... LLTC	Purchase	5 Jan 2016	$1,001 - $15,000	-
Cisco Systems, Inc. CSCO	Purchase	5 Jan 2016	$1,001 - $15,000	-
Netflix, Inc. NFLX	Purchase	5 Jan 2016	$1,001 - $15,000	-
Gilead Sciences Inc. GILD	Purchase	5 Jan 2016	$1,001 - $15,000	-
Wal-Mart Stores Inc. WMT	Purchase	5 Jan 2016	$1,001 - $15,000	-
NVIDIA Corporation NVDA	Purchase	5 Jan 2016	$1,001 - $15,000	-