Democrat · Whitehouse, Sheldon (Senator)
Wikipedia biography ↗Years Elected: About 19.7Rank: #54
Federal elected service; earlier service not yet verified.
34.64%
Cumulative estimated return
SPY: 14.60%
Outperformance: 20.04 percentage points
2025-09-15 – 2026-09-15
43.15%
Cumulative estimated return
SPY: 70.83%
Outperformance: -27.68 percentage points
2023-09-15 – 2026-09-15
10.08%
Cumulative estimated return
SPY: 71.37%
Outperformance: -61.29 percentage points
2022-01-28 – 2026-09-15
As of Sep 15, 2026. 121 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| NFLX | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $77.90Sep 15, 2026 | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NVDA | Spouse | $500,001 - $1,000,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| WMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| DAL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $78.89Sep 15, 2026 | Unavailable |
| LRCX | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| PGR | Spouse | None (or less than $1,001) | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| BRK.B | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BRK.B | Self | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| KO | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NASDAQ | Self | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVS | Self | $50,001 - $100,000 | Unavailable | Unavailable | $94.49Sep 15, 2026 | Unavailable |
| DHR | Self | $100,001 - $250,000 | Unavailable | Unavailable | $209.36Sep 15, 2026 | Unavailable |
| — | Self | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Self | $50,001 - $100,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| MCHP | Self | $50,001 - $100,000 | Unavailable | Unavailable | $71.49Sep 15, 2026 | Unavailable |
| NASDAQ | Self | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Self | $50,001 - $100,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Self | $50,001 - $100,000 | Unavailable | Unavailable | $195.50Sep 15, 2026 | Unavailable |
| NYSE | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Self | $100,001 - $250,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LOW | Self | $50,001 - $100,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NASDAQ | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EL | Self | None (or less than $1,001) | Unavailable | Unavailable | $96.25Sep 15, 2026 | Unavailable |
| NYSE | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VZ | Self | $15,001 - $50,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| META | Self | $50,001 - $100,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $1,000,001 - $5,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Self | $50,001 - $100,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Self | $1,000,001 - $5,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| BAC - Bank of America Corporation Common Stock | self | 590.9181818181818181818181818 | 35171.45 |
| BRK-B - Berkshire Hathaway Inc. | self | 213.8684969660797771809410126 | 110518.68 |
| DHR - Danaher Corporation Common Stock | self | 766.6455530316267691770050673 | 160504.91 |
| DLR - Digital Realty Trust, Inc. Common Stock | self | 210.0736862516967229009113826 | 37659.91 |
| EL - The Estée Lauder Companies Inc. (NYSE) | self | 4.774637127578304048892284186 | 459.56 |
| Goldman Sachs Group, Inc. (The) Common Stock | self | 17.93994977127993542021705983 | 17521.41 |
| HSY - The Hershey Company Common Stock | self | 43.96362237608528409715353336 | 7492.28 |
| Lowe's Companies, Inc. Common Stock | self | 271.9168057132616125604430652 | 52917.73 |
| NVS - Novartis Ag ADR | self | 235.7329368245448611010372090 | 32677.30 |
| SOLS - Solstice Advanced Materials Inc. - Common Stock | self | 164.6871140386990531082750103 | 9413.52 |
| BAC - Bank of America Corporation Common Stock | spouse | 590.9181818181818181818181818 | 35171.45 |
| BRK-B - Berkshire Hathaway Inc. | spouse | 64.65831095195464040584900030 | 33412.83 |
| TJX - The TJX Companies, Inc. | spouse | 211.5780222641755094069396524 | 26362.62 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
110 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| NVDA — NVIDIA Corporation - Common Stock | Multiple owners | Sale (partial)Source rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Aug 13, 2026 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock | Spouse | Sale (partial) | Aug 13, 2026 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock | Spouse | Sale (partial) | Aug 12, 2026 | Sep 11, 2026 |
| Not reported — SDZNY- Sandoz Group AG ADR | Self | Sale (full) | Aug 6, 2026 | Sep 11, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock | Self | Sale (partial) | Jul 20, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock | Self | Sale (partial) | Jun 30, 2026 | Sep 11, 2026 |
| CCI — Crown Castle Inc. Common Stock | Self | Sale (full) | Jun 25, 2026 | Sep 11, 2026 |
| COHR — Coherent Corp. Common Stock | Self | Purchase | Jun 25, 2026 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock | Self | Purchase | Jun 25, 2026 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock | Multiple owners | Sale (partial)Source rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jun 24, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock | Multiple owners | Sale (partial)Source rows (2)$200,002–$500,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | May 8, 2026 | Sep 11, 2026 |
| ORCL — Oracle Corporation Common Stock | Self | Sale (partial) | May 7, 2026 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock | Self | Sale (partial) | Apr 13, 2026 | Sep 11, 2026 |
| PEP — PepsiCo, Inc. - Common Stock | Spouse | Sale (full) | Mar 30, 2026 | Sep 11, 2026 |
| HD — Home Depot, Inc. (The) Common Stock | Self | Sale (full) | Feb 23, 2026 | Sep 11, 2026 |
| PEP — PepsiCo, Inc. - Common Stock | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Ptr | Feb 23, 2026 | Sep 11, 2026 |
| VZ — Verizon Communications Inc. Common Stock | Spouse | Sale (full) | Feb 23, 2026 | Sep 11, 2026 |
| MA — Mastercard Incorporated Common Stock | Spouse | Sale (partial) | Feb 23, 2026 | Sep 11, 2026 |
| SBUX — Starbucks Corp | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 4 · Ptr | Jan 9, 2026 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Ptr | Jan 9, 2026 | Sep 11, 2026 |
| HD — Home Depot | Self | Sale (partial) | Jan 9, 2026 | Sep 11, 2026 |
| MCD — McDonald's Corp | Spouse | Sale (full) | Jan 9, 2026 | Sep 11, 2026 |
| GH — Guardant Health Inc | Self | Purchase | Nov 21, 2025 | Sep 11, 2026 |
| KO — Coca-Cola Company | Self | Purchase | Nov 21, 2025 | Sep 11, 2026 |
| HSY — Hershey Foods Corp | Self | Purchase | Nov 21, 2025 | Sep 11, 2026 |
| PGR — Progressive Corp | Spouse | Sale (full) | Oct 27, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Self | Sale (partial) | Oct 20, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| VZ — Verizon Communications Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Self | Sale (partial) | Sep 4, 2025 | Sep 11, 2026 |
| HON — Honeywell International Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| AMGN — Amgen Inc | Self | Sale (full) | Sep 4, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Self | Sale (partial) | Sep 4, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Self | Sale (partial) | Sep 4, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Sale (full) | Aug 28, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Spouse | Sale (partial) | Aug 28, 2025 | Sep 11, 2026 |
| KVUE — Kenvue Inc | Spouse | Sale (full) | Aug 28, 2025 | Sep 11, 2026 |
| DHR — Danaher Corp | Self | Sale (full) | Aug 28, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Sale (partial) | Jul 7, 2025 | Sep 11, 2026 |
| ADI — Analog Devices | Self | Sale (full) | Jul 3, 2025 | Sep 11, 2026 |
| EL — Estee Lauder Companies | Self | Sale (full) | Apr 29, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Sale (partial) | Apr 14, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Self | Sale (partial) | Apr 14, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corp | Self | Sale (partial) | Apr 14, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corporation - Common Stock | Spouse | Sale (partial) | Apr 11, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corp | Self | Sale (partial) | Apr 11, 2025 | Sep 11, 2026 |
| HON — Honeywell International Inc | Spouse | Sale (full) | Apr 3, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Self | Sale (partial) | Jan 6, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Self | Sale (full) | Dec 19, 2024 | Sep 11, 2026 |
| AAPL — Apple Inc | Self | Sale (partial) | Dec 19, 2024 | Sep 11, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.