Sheldon Whitehouse Democrat · RI
Senate · in office · serving since 2007 · born October 20, 1955
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
189
across 44 filings
Securities traded
79
0 active in 6 months
Disclosed range total
$1,247,189
sum of filed minimums
In plain language
Of 189 disclosed trades, 1 was flagged by the site's published rules — 0.5%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · committee window
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, RI | 110th–119th | 2007–2031 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| Commission on Security and Cooperation in Europe | Member | 1 | minority | record |
| Senate Committee on Environment and Public Works | Ranking Member | 1 | minority | record |
| Senate Committee on Finance | Member | 5 | minority | record |
| Senate Committee on the Budget | Member | 5 | minority | record |
| Senate Committee on the Judiciary | Member | 2 | minority | record |
| United States Senate Caucus on International Narcotics Control | Chairman | 1 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Commission on Security and Cooperation in Europe | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Finance | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on the Budget | Chairman | 2023-02 → 2024-11 |
| 118th | Senate Committee on the Judiciary | Member | 2023-02 → 2024-11 |
| 118th | United States Senate Caucus on International Narcotics Control | Chairman | 2023-02 → 2024-11 |
| 117th | Commission on Security and Cooperation in Europe | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Environment and Public Works | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Finance | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on the Budget | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on the Judiciary | Member | 2021-01 → 2022-11 |
| 117th | United States Senate Caucus on International Narcotics Control | Chairman | 2021-01 → 2022-11 |
| 116th | Commission on Security and Cooperation in Europe | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Environment and Public Works | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Finance | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on the Budget | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on the Judiciary | Member | 2019-01 → 2020-12 |
| 116th | United States Senate Caucus on International Narcotics Control | Member | 2019-01 → 2020-12 |
| 115th | Commission on Security and Cooperation in Europe | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Environment and Public Works | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Finance | Member | 2018-02 → 2018-12 |
| 115th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2017-01 → 2018-01 |
| 115th | Senate Committee on the Budget | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on the Judiciary | Member | 2017-01 → 2018-12 |
| 115th | Senate Special Committee on Aging | Member | 2017-01 → 2018-01 |
| 115th | United States Senate Caucus on International Narcotics Control | Member | 2017-01 → 2018-12 |
| 114th | Commission on Security and Cooperation in Europe | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Environment and Public Works | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on the Budget | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on the Judiciary | Member | 2015-02 → 2016-12 |
| 114th | Senate Special Committee on Aging | Member | 2015-02 → 2016-12 |
| 114th | United States Senate Caucus on International Narcotics Control | Member | 2015-02 → 2016-12 |
| 113th | Commission on Security and Cooperation in Europe | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Environment and Public Works | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on the Budget | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on the Judiciary | Member | 2013-01 → 2014-11 |
| 113th | Senate Special Committee on Aging | Member | 2013-01 → 2014-11 |
| 113th | United States Senate Caucus on International Narcotics Control | Member | 2013-01 → 2014-11 |
| 112th | Commission on Security and Cooperation in Europe | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Environment and Public Works | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on the Budget | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on the Judiciary | Member | 2012-11 → 2012-11 |
| 112th | Senate Special Committee on Aging | Member | 2012-11 → 2012-11 |
| 112th | United States Senate Caucus on International Narcotics Control | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| HSY | Hershey Foods Corp | Food & Beverage | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| GH | Guardant Health Inc | Healthcare Services | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| KO | Coca-Cola Company | Food & Beverage | 4 | 4 / 0 | $32,002 | 2019-06 → 2025-11 |
| PGR | Progressive Corp | Insurance | 2 | 1 / 1 | $40,501 | 2019-04 → 2025-10 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 7 | 2 / 5 | $178,504 | 2018-12 → 2025-10 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 2 | 0 / 2 | $65,001 | 2025-08 → 2025-09 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 4 | 0 / 4 | $130,002 | 2018-12 → 2025-09 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 5 | 2 / 3 | $40,003 | 2019-04 → 2025-09 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 0 / 3 | $73,002 | 2024-10 → 2025-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 1 / 1 | $40,501 | 2024-06 → 2025-09 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2024-09 → 2025-09 |
| DHR | Danaher Corp | Medical Devices | 2 | 0 / 2 | $40,501 | 2024-04 → 2025-08 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 3 | 1 / 2 | $24,002 | 2023-09 → 2025-08 |
| LRCX | Lam Research Corp | Industrials | 2 | 0 / 2 | $65,001 | 2024-12 → 2025-08 |
| ADI | Analog Devices | Semiconductors | 1 | 0 / 1 | $32,501 | 2025-07 → 2025-07 |
| EL | Estee Lauder Companies | Chemicals | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 5 | 0 / 5 | $64,503 | 2024-10 → 2025-04 |
| MET | Metlife Inc | Insurance | 2 | 0 / 2 | $16,001 | 2023-09 → 2024-11 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 3 | 3 / 0 | $73,002 | 2023-09 → 2024-10 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 0 / 2 | $16,001 | 2024-07 → 2024-10 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 0 / 2 | $16,001 | 2024-10 → 2024-10 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 9 | 4 / 5 | $337,005 | 2018-12 → 2024-10 |
| CELH | Celsius Holdings Inc | Food & Beverage | 2 | 1 / 1 | $16,001 | 2023-11 → 2024-10 |
| SNOW | Snowflake Inc Cl A | Software & IT Services | 2 | 1 / 1 | $16,001 | 2023-12 → 2024-08 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 2 | 0 / 2 | $16,001 | 2024-07 → 2024-07 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-04 → 2024-07 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $65,001 | 2024-07 → 2024-07 |
| GS | Goldman Sachs Group | Capital Markets | 2 | 1 / 1 | $40,501 | 2018-12 → 2024-06 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2024-06 → 2024-06 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| DEO | Diageo Plc ADR | Food & Beverage | 1 | 0 / 1 | $32,501 | 2024-05 → 2024-05 |
| IR | Ingersoll Rand Inc | Industrials | 2 | 0 / 2 | $16,001 | 2023-09 → 2024-04 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 2 | 1 / 1 | $40,501 | 2023-09 → 2024-04 |
| UL | Unilever Plc ADR | Chemicals | 2 | 0 / 2 | $16,001 | 2024-03 → 2024-04 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 2 | 0 / 1 | $65,001 | 2020-04 → 2024-04 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 0 / 1 | $32,501 | 2024-03 → 2024-03 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| TGT | Target Corp | Retail & Consumer | 2 | 1 / 1 | $65,001 | 2022-01 → 2023-12 |
| VLTO | Veralto Corp Common Stock (VLTO) | Medical Devices | 3 | 0 / 3 | $24,002 | 2023-11 → 2023-11 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 1 | 0 / 1 | $75,001 | 2023-11 → 2023-11 |
| C | Citigroup Inc | Banking | 4 | 0 / 4 | $32,002 | 2018-12 → 2023-09 |
| PYPL | Paypal Holdings | Business Services | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| BTO | John Hancock Financial Opportunities Fu… | — | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| WBD | Warner Bros. Discovery, Inc. - Series A… | Telecommunications | 2 | 0 / 2 | $16,001 | 2023-09 → 2023-09 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 4 | 2 / 2 | $81,002 | 2019-04 → 2023-09 |
| SQ | Block, Inc. Class A Common Stock, (SQ) | — | 3 | 2 / 1 | $24,002 | 2018-12 → 2023-09 |
| T | AT&T Inc. (T) | Telecommunications | 8 | 4 / 4 | $113,004 | 2018-12 → 2023-09 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 0 / 1 | $32,501 | 2023-09 → 2023-09 |
| ESS | Essex Property Trust, Inc. Common Stock… | Investment Funds | 2 | 0 / 2 | $16,001 | 2023-04 → 2023-04 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 1 | 0 / 1 | $8,001 | 2021-08 → 2021-08 |
| MCHP | Microchip Technology Incorporated - Com… | Semiconductors | 1 | 0 / 1 | $32,501 | 2021-08 → 2021-08 |
| TT | Trane Technologies plc (TT) | Medical Devices | 2 | 0 / 2 | $65,001 | 2020-09 → 2020-09 |
| CB | Chubb Ltd | Insurance | 1 | 0 / 1 | $32,501 | 2020-09 → 2020-09 |
| CARR | Carrier Global Corp | Other | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| OTIS | Otis Worldwide Corp | Electronics | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| CGNX | Cognex Corporation | Medical Devices | 2 | 1 / 1 | $65,001 | 2019-04 → 2020-03 |
| SIEGY | Siemens AG American Depositary Shares (… | — | 2 | 1 / 1 | $65,001 | 2019-04 → 2020-03 |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Medical Devices | 2 | 1 / 1 | $16,001 | 2018-12 → 2020-03 |
| DLR | Digital Realty Trust, Inc. Common Stock… | Investment Funds | 1 | 1 / 0 | $32,501 | 2020-02 → 2020-02 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 1 | 0 / 1 | $32,501 | 2020-02 → 2020-02 |
| IBM | International Business Machines Corpora… | Technology Hardware | 3 | 0 / 3 | $24,002 | 2019-07 → 2019-12 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 2 | 2 / 0 | $16,001 | 2019-05 → 2019-08 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 2 | 0 / 2 | $65,001 | 2019-02 → 2019-06 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| BA | Boeing Company (BA) | Defense & Aerospace | 2 | 0 / 2 | $40,501 | 2019-03 → 2019-03 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 1 / 0 | $8,001 | 2019-02 → 2019-02 |
| PEP | Pepsico Inc | Food & Beverage | 1 | 1 / 0 | $8,001 | 2019-02 → 2019-02 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 2 | 0 / 2 | $40,501 | 2018-12 → 2019-02 |
| HAS | Hasbro, Inc. - Common Stock (HAS) | Consumer Goods | 1 | 0 / 1 | $32,501 | 2019-02 → 2019-02 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| F | Ford Motor Company Common Stock (F) | Automotive | 2 | 0 / 2 | $16,001 | 2018-12 → 2018-12 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2018-12 → 2018-12 |
| COF | Capital One Financial Corporation Commo… | Banking | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
| REZI | Resideo Technologies, Inc. | Wholesale | 2 | 0 / 2 | $16,001 | 2018-12 → 2018-12 |
| BUD | Anheuser-Busch Inbev SA Sponsored ADR (… | Food & Beverage | 2 | 0 / 2 | $40,501 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -3.7% | 26 | $600,013 |
| 2024 | +0.7% | 38 | $740,519 |
| 2023 | +0.4% | 25 | $389,513 |
| 2022 | -10.5% | 4 | $81,002 |
| 2021 | +7.3% | 4 | $105,502 |
| 2020 | -14.1% | 12 | $267,506 |
| 2019 | -11.6% | 31 | $468,516 |
| 2018 | -2.9% | 20 | $282,510 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2025-11-21 | HSY | Hershey Foods Corp | buy | $1,001 – $15,000 | self | record |
| 2025-11-21 | KO | Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2025-11-21 | GH | Guardant Health Inc | buy | $1,001 – $15,000 | self | record |
| 2025-10-27 | PGR | Progressive Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-20 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | AAPL | Apple Inc | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | AMGN | Amgen Inc | sell | $1,001 – $15,000 | self | record |
| 2025-09-04 | — | RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032 | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | HON | Honeywell International Inc | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-04 | VZ | Verizon Communications Inc | sell | $1,001 – $15,000 | self | record |
| 2025-09-04 | UNH | Unitedhealth Group Inc | sell | $15,001 – $50,000 | self | record |
| 2025-08-28 | DHR | Danaher Corp | sell | $1,001 – $15,000 | self | record |
| 2025-08-28 | KVUE | Kenvue Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-28 | LRCX | Lam Research Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-08-28 | UNH | Unitedhealth Group Inc | sell | $15,001 – $50,000 | spouse | record |
| 2025-07-07 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-07-03 | ADI | Analog Devices | sell | $15,001 – $50,000 | self | record |
| 2025-04-29 | EL | Estee Lauder Companies | sell | $1,001 – $15,000 | self | record |
| 2025-04-14 | SBUX | Starbucks Corp | sell | $15,001 – $50,000 | self | record |
| 2025-04-14 | AAPL | Apple Inc | sell | $15,001 – $50,000 | self | record |
| 2025-04-14 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-04-11 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | self | record |
| 2025-04-11 | SBUX | Starbucks Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-04-03 | HON | Honeywell International Inc | sell | $15,001 – $50,000 | spouse | record |
| 2025-01-06 | NVDA | Nvidia Corp | sell | $15,001 – $50,000 | self | record |
| 2024-12-19 | AAPL | Apple Inc | sell | $15,001 – $50,000 | self | record |
| 2024-12-19 | LRCX | Lam Research Corp | sell | $15,001 – $50,000 | self | record |
| 2024-11-19 | — | RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034 | sell | $15,001 – $50,000 | spouse | record |
| 2024-11-19 | MET | Metlife Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-11-18 | KVUE | Kenvue Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-30 | LLY | Eli Lilly and Company | buy | $15,001 – $50,000 | self | record |
| 2024-10-29 | MA | Mastercard Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | HON | Honeywell International Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | VZ | Verizon Communications Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | DIS | Walt Disney Company | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-29 | MA | Mastercard Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-29 | VZ | Verizon Communications Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-29 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-10-28 | TSLA | Tesla Inc | sell | $15,001 – $50,000 | self | record |
| 2024-10-28 | TSLA | Tesla Inc | sell | $100,001 – $250,000 | spouse | record |
| 2024-10-11 | TSLA | Tesla Inc | sell | $15,001 – $50,000 | self | record |
| 2024-10-08 | CELH | Celsius Holdings Inc | sell | $1,001 – $15,000 | self | record |
| 2024-10-08 | KO | Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2024-09-17 | AMGN | Amgen Inc | sell | $1,001 – $15,000 | self | record |
| 2024-08-15 | SNOW | Snowflake Inc Cl A | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-30 | CAG | Conagra Brands Inc | sell | $1,001 – $15,000 | self | record |
| 2024-07-30 | CAG | Conagra Brands Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-25 | DIS | Walt Disney Company | sell | $1,001 – $15,000 | self | record |
| 2024-07-03 | MCD | McDonald's Corp | sell | $1,001 – $15,000 | self | record |
| 2024-07-03 | JNJ | Johnson & Johnson | sell | $15,001 – $50,000 | self | record |
| 2024-07-03 | JNJ | Johnson & Johnson | sell | $15,001 – $50,000 | spouse | record |
| 2024-06-27 | GS | Goldman Sachs Group, Inc. (The) Common Stock | buy | $1,001 – $15,000 | self | record |
| 2024-06-13 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | self | record |
| 2024-06-13 | HD | Home Depot | buy | $1,001 – $15,000 | self | record |
| 2024-05-10 | CCI | Crown Castle Inc | buy | $1,001 – $15,000 | self | record |
| 2024-05-08 | DEO | Diageo Plc ADR | sell | $15,001 – $50,000 | self | record |
| 2024-04-30 | — | JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056 | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | NVS | Novartis Ag ADR | sell | $1,001 – $15,000 | self | record |
| 2024-04-09 | IR | Ingersoll Rand Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | UL | Unilever Plc ADR | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | DHR | Danaher Corp | sell | $15,001 – $50,000 | spouse | record |
| 2024-04-09 | RTX | RTX Corporation Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-03-22 | UL | Unilever Plc ADR | sell | $1,001 – $15,000 | self | record |
| 2024-03-13 | CMCSA | Comcast Corp A | sell | $15,001 – $50,000 | self | record |
| 2023-12-14 | LLY | Eli Lilly and Company | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-14 | SNOW | Snowflake Inc Cl A | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | PFE | Pfizer Inc | sell | $1,001 – $15,000 | self | record |
| 2023-12-07 | KO | Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2023-12-07 | TGT | Target Corp | sell | $15,001 – $50,000 | self | record |
| 2023-11-29 | VLTO | Veralto Corporation | sell | $1,001 – $15,000 | self | record |
| 2023-11-29 | VLTO | Veralto Corporation | sell | $1,001 – $15,000 | self | record |
| 2023-11-29 | VLTO | Veralto Corporation | sell | $1,001 – $15,000 | spouse | record |
| 2023-11-16 | KMB | Kimberly-Clark Corp | sell | $50,001 – $100,000 | self | record |
| 2023-11-08 | CELH | Celsius Holdings Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | LLY | Eli Lilly and Company | buy | $15,001 – $50,000 | self | record |
| 2023-09-20 | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | SQ | Block, Inc. Class A Common Stock, | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | TSLA | Tesla Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | T | AT&T Inc | sell | $15,001 – $50,000 | self | record |
| 2023-09-20 | MMM | 3M Company | sell | $15,001 – $50,000 | self | record |
| 2023-09-20 | NVS | Novartis Ag ADR | buy | $15,001 – $50,000 | self | record |
| 2023-09-20 | VZ | Verizon Communications Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | KVUE | Kenvue Inc | buy | $1,001 – $15,000 | self | record |
| 2023-09-20 | IR | Ingersoll Rand Inc | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | MET | Metlife Inc | sell | $1,001 – $15,000 | self | record |
| 2023-09-20 | INTC | Intel Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | BTO | John Hancock Financial Opportunities Fund Common S | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | T | AT&T Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | PYPL | Paypal Holdings | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-20 | C | Citigroup Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-24 | — | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | exchange | $1,001 – $15,000 | self | record |
| 2023-08-24 | — | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | exchange | $1,001 – $15,000 | spouse | record |
| 2023-04-18 | ESS | Essex Property Trust, Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2023-04-18 | ESS | Essex Property Trust, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-11-29 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2022-11-29 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-04-11 | — | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | exchange | $1,001 – $15,000 | self | record |
| 2022-04-11 | — | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | exchange | $1,001 – $15,000 | spouse | record |
| 2022-01-28 | TSLA | Tesla, Inc. - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2022-01-28 | TGT | Target Corporation Common Stock | buy | $15,001 – $50,000 | self | record |
| 2021-08-30 | T | AT&T Inc. | sell | $15,001 – $50,000 | joint | record |
| 2021-08-30 | MCHP | Microchip Technology Incorporated - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2021-08-30 | BABA | Alibaba Group Holding Limited American Depositary | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-27 | — | MACYS RETAIL HLDGS INC Rate/Coupon: 3.875% Matures: 01/15/2022 | sell | $15,001 – $50,000 | joint | record |
| 2021-06-07 | — | Genl Motors Financial Co Inc Rate/Coupon: 3.2% Matures: 07/06/2021 | sell | $15,001 – $50,000 | joint | record |
| 2021-04-28 | INTC | Intel Corporation | sell | $15,001 – $50,000 | self | record |
| 2021-04-07 | — | GENERAL ELECTRIC CO FIXED TO 012021 Rate/Coupon: 5.0% Matures: 04/07/2061 | sell | $15,001 – $50,000 | joint | record |
| 2020-12-30 | — | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021 | sell | $1,001 – $15,000 | joint | record |
| 2020-10-13 | — | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21 | sell | $1,001 – $15,000 | joint | record |
| 2020-10-13 | — | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21 | sell | $1,001 – $15,000 | joint | record |
| 2020-10-09 | — | Fortive Corporation (Exchanged) Vontier Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-10-09 | — | Fortive Corporation (Exchanged) Vontier Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-09-30 | TT | Trane Technologies plc | sell | $15,001 – $50,000 | self | record |
| 2020-09-30 | TT | Trane Technologies plc | sell | $15,001 – $50,000 | joint | record |
| 2020-09-09 | CB | Chubb Limited | sell | $15,001 – $50,000 | joint | record |
| 2020-04-07 | OTIS | Otis Worldwide Corporation | sell | $1,001 – $15,000 | self | record |
| 2020-04-07 | CARR | Carrier Global Corporation | sell | $1,001 – $15,000 | self | record |
| 2020-04-07 | OTIS | Otis Worldwide Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-07 | CARR | Carrier Global Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | exchange | $1,001 – $15,000 | joint | record |
| 2020-04-07 | — | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | exchange | $1,001 – $15,000 | joint | record |
| 2020-04-03 | RTX | UTX - United Technologies Corporation (Exchanged) Raytheon Technologies Corporation (Received) | exchange | $15,001 – $50,000 | self | record |
| 2020-04-03 | — | Raytheon Company (Exchanged) Raytheon Technologies Corporation (Received) | exchange | $15,001 – $50,000 | joint | record |
| 2020-03-11 | SIEGY | Siemens Aktiengesellschaft | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | CGNX | Cognex Corporation | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | ILMN | Illumina, Inc. | sell | $1,001 – $15,000 | self | record |
| 2020-03-04 | — | INGERSOLL RAND PLC SHS (Exchanged) TRANE TECHNOLOGIES PLC (Received) | exchange | $1,001 – $15,000 | self | record |
| 2020-03-04 | — | INGERSOLL RAND PLC SHARES (Exchanged) TRANE TECHNOLOGIES PLC (Received) | exchange | $1,001 – $15,000 | joint | record |
| 2020-02-13 | DLR | Digital Realty Trust, Inc. | buy | $15,001 – $50,000 | self | record |
| 2020-02-13 | WM | Waste Management, Inc. | sell | $15,001 – $50,000 | self | record |
| 2019-12-19 | IBM | International Business Machines Corporation | sell | $1,001 – $15,000 | joint | record |
| 2019-08-27 | TSLA | Tesla, Inc. | sell | $15,001 – $50,000 | self | record |
| 2019-08-27 | T | AT&T Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-08-27 | CVS | CVS Health Corporation | buy | $1,001 – $15,000 | self | record |
| 2019-08-27 | TSLA | Tesla, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2019-07-05 | IBM | International Business Machines Corporation | sell | $1,001 – $15,000 | spouse | record |
| 2019-07-05 | IBM | International Business Machines Corporation | sell | $1,001 – $15,000 | self | record |
| 2019-06-05 | KO | The Coca-Cola Company | buy | $1,001 – $15,000 | self | record |
| 2019-06-05 | NSRGY | Nestl? S.A. | sell | $15,001 – $50,000 | joint | record |
| 2019-05-17 | NVDA | NVIDIA Corporation | buy | $1,001 – $15,000 | joint | record |
| 2019-05-16 | CVS | CVS Health Corporation | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | INTC | Intel Corporation | buy | $15,001 – $50,000 | self | record |
| 2019-04-18 | CGNX | Cognex Corporation | buy | $15,001 – $50,000 | self | record |
| 2019-04-18 | SQ | Square, Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | T | AT&T Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | SIEGY | Siemens Aktiengesellschaft | buy | $15,001 – $50,000 | self | record |
| 2019-04-18 | VZ | Verizon Communications Inc. | buy | $1,001 – $15,000 | self | record |
| 2019-04-18 | MCD | McDonald's Corporation | buy | $1,001 – $15,000 | joint | record |
| 2019-04-18 | TEL | TE Connectivity Ltd. | sell | $1,001 – $15,000 | joint | record |
| 2019-04-18 | PGR | The Progressive Corporation | buy | $1,001 – $15,000 | spouse | record |
| 2019-04-18 | INTC | Intel Corporation | buy | $1,001 – $15,000 | spouse | record |
| 2019-03-22 | BIIB | Biogen Inc. | sell | $1,001 – $15,000 | spouse | record |
| 2019-03-15 | BA | The Boeing Company | sell | $15,001 – $50,000 | joint | record |
| 2019-03-15 | BA | The Boeing Company | sell | $1,001 – $15,000 | spouse | record |
| 2019-02-27 | PG | The Procter & Gamble Company | buy | $1,001 – $15,000 | joint | record |
| 2019-02-27 | PEP | PepsiCo, Inc. | buy | $1,001 – $15,000 | joint | record |
| 2019-02-27 | NSRGY | Nestl? S.A. | sell | $15,001 – $50,000 | joint | record |
| 2019-02-27 | FB | Facebook, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2019-02-27 | T | AT&T Inc. | buy | $1,001 – $15,000 | joint | record |
| 2019-02-27 | NFLX | Netflix, Inc. | sell | $1,001 – $15,000 | spouse | record |
| 2019-02-12 | HAS | Hasbro, Inc. | sell | $15,001 – $50,000 | self | record |
| 2019-01-24 | T | AT&T Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | SQ | Square, Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | TSLA | Tesla, Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | F | Ford Motor Company | sell | $1,001 – $15,000 | self | record |
| 2018-12-28 | ILMN | Illumina, Inc. | buy | $1,001 – $15,000 | self | record |
| 2018-12-28 | BMY | Bristol-Myers Squibb Company | sell | $15,001 – $50,000 | joint | record |
| 2018-12-28 | TSLA | Tesla, Inc. | buy | $1,001 – $15,000 | joint | record |
| 2018-12-28 | T | AT&T Inc. | sell | $1,001 – $15,000 | joint | record |
| 2018-12-28 | NVDA | NVIDIA Corporation | buy | $1,001 – $15,000 | joint | record |
| 2018-12-28 | F | Ford Motor Company | sell | $1,001 – $15,000 | joint | record |
| 2018-12-28 | AMZN | Amazon.com, Inc. | buy | $1,001 – $15,000 | joint | record |
| 2018-12-19 | COF | Capital One Financial Corporation | sell | $1,001 – $15,000 | self | record |
| 2018-12-04 | UNP | Union Pacific Corporation | sell | $15,001 – $50,000 | self | record |
| 2018-12-04 | AAPL | Apple Inc. | sell | $15,001 – $50,000 | self | record |
| 2018-12-04 | REZI | Resideo Technologies, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2018-12-04 | BUD | Anheuser-Busch InBev SA/NV | sell | $1,001 – $15,000 | joint | record |
| 2018-12-04 | ETN | Eaton Corporation plc | sell | $1,001 – $15,000 | joint | record |
| 2018-12-04 | GS | The Goldman Sachs Group, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2018-12-04 | FB | Facebook, Inc. | sell | $1,001 – $15,000 | spouse | record |
| 2018-12-03 | REZI | Resideo Technologies, Inc. | sell | $1,001 – $15,000 | self | record |
| 2018-12-03 | BUD | Anheuser-Busch InBev SA/NV | sell | $15,001 – $50,000 | self | record |
| 2018-12-03 | C | Citigroup Inc. | sell | $1,001 – $15,000 | self | record |