Democrat · Senator · RI

Sheldon Whitehouse

76 disclosed trades · 13/03/2024 → 04/09/2026

Tickers: 41
Buys / sells: 11 / 65
Median lag: 20d
Est. volume: $1.6M

C73/ 100

median 20d lag to file · 3 late

Return mirror

Buy disclosures averaged +21.8% since filing, -5.0 pp vs S&P 500.

since disclosure

Win rate: 70.0%
Avg return: +21.8%
vs S&P 500: -5.0 pp

Playbook

Index Shadow

Sheldon shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence: 31/yr
Buy bias: 14%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

8 positions · $121K est. volume

COHR$32.5K
LLY$32.5K
KO$16K
HSY$8K
GS$8K
GH$8K

All disclosed trades (76)

Showing 76 of 76 loaded disclosures

Asset

01/10/2026Traded 04/09/2026Sell+JPM
JPMJP Morgan Chase &
27d$15,001–$50,000
01/10/2026Traded 04/09/2026Sell+ADI
ADIAnalog Devices
27d$1,001–$15,000
01/10/2026Traded 04/09/2026Sell+V
VVisa
27d$1,001–$15,000
01/10/2026Traded 04/09/2026Sell+V
VVisa
27d$1,001–$15,000
01/10/2026Traded 04/09/2026Sell+JPM
JPMJP Morgan Chase &
27d$15,001–$50,000
02/09/2026Traded 13/08/2026Sell+NVDA
NVDANVIDIA
20d$15,001–$50,000
02/09/2026Traded 13/08/2026Sell+NVDA
NVDANVIDIA
20d$1,001–$15,000
02/09/2026Traded 13/08/2026Sell+LRCX
LRCXLam Research
20d$1,001–$15,000
02/09/2026Traded 12/08/2026Sell+AMGN
AMGNAmgen
21d$1,001–$15,000
02/09/2026Traded 06/08/2026SellStock
SDZNY- Sandoz Group AG ADR
27d$1,001–$15,000
03/08/2026Traded 20/07/2026Sell+LOW
LOWLowe's Companies
14d$1,001–$15,000
08/07/2026Traded 30/06/2026Sell+NVDA
NVDANVIDIA
8d$15,001–$50,000
08/07/2026Traded 25/06/2026SellCCI
CCICrown Castle
13d$1,001–$15,000
08/07/2026Traded 25/06/2026BuyCOHR
COHRCoherent
13d$15,001–$50,000
08/07/2026Traded 25/06/2026BuyMU
MUMicron Technology
13d$1,001–$15,000
08/07/2026Traded 24/06/2026Sell+AAPL
AAPLApple
14d$15,001–$50,000
08/07/2026Traded 24/06/2026Sell+AAPL
AAPLApple
14d$15,001–$50,000
02/06/2026Traded 08/05/2026Sell+NVDA
NVDANVIDIA
25d$100,001–$250,000
02/06/2026Traded 08/05/2026Sell+ORCL
ORCLOracle
25d$15,001–$50,000
02/06/2026Traded 07/05/2026Sell+NVDA
NVDANVIDIA
26d$100,001–$250,000
04/05/2026Traded 13/04/2026Sell+JPM
JPMJP Morgan Chase &
21d$15,001–$50,000
08/04/2026Traded 30/03/2026SellPEP
PEPPepsiCo
9d$1,001–$15,000
06/03/2026Traded 23/02/2026Sell+PEP
PEPPepsiCo
11d$1,001–$15,000
06/03/2026Traded 23/02/2026Sell+MA
MAMastercard Incorporated
11d$1,001–$15,000
06/03/2026Traded 23/02/2026SellVZ
VZVerizon Communications
11d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 04/09/2026. Identical consecutive line items on the same filing are collapsed with a ×N badge.