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 |
|---|---|---|---|---|---|---|
| LRCX | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| LMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MCD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| PEP | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| UNH | Spouse | None (or less than $1,001) | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| VZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| V | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| KVUE | Spouse | None (or less than $1,001) | Unavailable | Unavailable | $17.92Sep 15, 2026 | 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 |
|---|---|---|---|---|
| SQ — Block, Inc. Class A Common Stock, | Self | Sale (full) | Sep 20, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company | Self | Purchase | Sep 20, 2023 | Sep 12, 2026 |
| Not reported — Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Spouse | Exchange | Aug 24, 2023 | Sep 12, 2026 |
| Not reported — Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Self | Exchange | Aug 24, 2023 | Sep 12, 2026 |
| ESS — Essex Property Trust, Inc. Common Stock | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Apr 18, 2023 | Sep 12, 2026 |
| C — Citigroup, Inc. Common Stock | Multiple owners | Sale (full)Source rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Nov 29, 2022 | Sep 12, 2026 |
| Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Spouse | Exchange | Apr 11, 2022 | Sep 12, 2026 |
| Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Self | Exchange | Apr 11, 2022 | Sep 12, 2026 |
| TGT — Target Corporation Common Stock | Self | Purchase | Jan 28, 2022 | Sep 12, 2026 |
| TSLA — Tesla, Inc. - Common Stock | Self | Purchase | Jan 28, 2022 | Sep 12, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.