“...pleasure and pain, they come and go and don't last... bear them patiently”
—Gita
Pathos InvestmentsEquity Research

Sen. Sheldon Whitehouse D-RI

101 disclosed trades (stocks, ETFs and options) since 2024 filings (Senate). Latest: Sep 4, 2026. Environment and Public WorksFinancethe Budgetthe JudiciaryCaucus on International Narcotics ControlCommission on Security and Cooperation in Europe
54%hit rate
-5.7%avg excess vs SPY
-16.9%annualized excess
558 davg holding period
4 / 10 / 75closed / open / unmatched sells

Sen. Sheldon Whitehouse has reported 101 trades since 2024 (14 buys, 87 sells). 54% of 89 scored trades beat the S&P 500 over the time they were held. The most recent was a sale of JPM on Sep 4, 2026, disclosed Oct 1, 2026. These are public disclosures, not recommendations.

Round trips and scored positions

TickerKindBoughtSoldDays heldReported amountExcess vs SPY
JPM Sell (no earlier buy)—Sep 4, 202690 (rule)$15K–$50Knot yet scorable
JPM SPSell (no earlier buy)—Sep 4, 202690 (rule)$15K–$50Knot yet scorable
ADI SPSell (no earlier buy)—Sep 4, 202690 (rule)$1K–$15Knot yet scorable
V SPSell (no earlier buy)—Sep 4, 202690 (rule)$1K–$15Knot yet scorable
V Sell (no earlier buy)—Sep 4, 202690 (rule)$1K–$15Knot yet scorable
NVDA Sell (no earlier buy)—Aug 13, 202690 (rule)$15K–$50Knot yet scorable
NVDA SPSell (no earlier buy)—Aug 13, 202690 (rule)$1K–$15Knot yet scorable
LRCX SPSell (no earlier buy)—Aug 13, 202690 (rule)$1K–$15Knot yet scorable
AMGN SPSell (no earlier buy)—Aug 12, 202690 (rule)$1K–$15Knot yet scorable
LOW Sell (no earlier buy)—Jul 20, 202690 (rule)$1K–$15K+7.6%
NVDA Sell (no earlier buy)—Jun 30, 202690 (rule)$15K–$50K-11.9%
COHR Still heldJun 25, 2026held131$15K–$50K-53.3%
MU Still heldJun 25, 2026held131$1K–$15K-33.7%
AAPL Sell (no earlier buy)—Jun 24, 202690 (rule)$15K–$50K-10.4%
AAPL SPSell (no earlier buy)—Jun 24, 202690 (rule)$15K–$50K-10.4%
NVDA Sell (no earlier buy)—May 8, 202690 (rule)$100K–$250K+2.4%
NVDA SPSell (no earlier buy)—May 8, 202690 (rule)$100K–$250K+2.4%
ORCL Sell (no earlier buy)—May 7, 202690 (rule)$15K–$50K+31.0%
JPM Sell (no earlier buy)—Apr 13, 202690 (rule)$15K–$50K+2.5%
PEP SPSell (no earlier buy)—Mar 30, 202690 (rule)$1K–$15K+28.8%
HD Sell (no earlier buy)—Feb 23, 202690 (rule)$1K–$15K+27.6%
VZ SPSell (no earlier buy)—Feb 23, 202690 (rule)$1K–$15K+12.4%
MA SPSell (no earlier buy)—Feb 23, 202690 (rule)$1K–$15K+10.6%
PEP Sell (no earlier buy)—Feb 23, 202690 (rule)$1K–$15K+23.4%
PEP SPSell (no earlier buy)—Feb 23, 202690 (rule)$1K–$15K+23.4%
SBUX SPSell (no earlier buy)—Jan 9, 202690 (rule)$1K–$15K-11.1%
SBUX Sell (no earlier buy)—Jan 9, 202690 (rule)$1K–$15K-11.1%
NVDA Sell (no earlier buy)—Jan 9, 202690 (rule)$1K–$15K-1.5%
NVDA SPSell (no earlier buy)—Jan 9, 202690 (rule)$1K–$15K-1.5%
MCD SPSell (no earlier buy)—Jan 9, 202690 (rule)$15K–$50K-2.8%
KO Still heldNov 21, 2025held347$1K–$15K+17.2%
GH Still heldNov 21, 2025held347$1K–$15K+47.8%
HSY Still heldNov 21, 2025held347$1K–$15K-22.1%
PGR SPSell (no earlier buy)—Oct 27, 202590 (rule)$15K–$50K+5.1%
NVDA Sell (no earlier buy)—Oct 20, 202590 (rule)$15K–$50K+3.4%
MSFT Sell (no earlier buy)—Sep 4, 202590 (rule)$15K–$50K+11.3%
AMGN Sell (no earlier buy)—Sep 4, 202590 (rule)$1K–$15K-18.0%
VZ Sell (no earlier buy)—Sep 4, 202590 (rule)$1K–$15K+13.3%
HON Sell (no earlier buy)—Sep 4, 202590 (rule)$15K–$50K+10.0%
NVDA Sell (no earlier buy)—Sep 4, 202590 (rule)$15K–$50K+0.7%
AAPL Sell (no earlier buy)—Sep 4, 202590 (rule)$15K–$50K-13.1%
UNH Sell (no earlier buy)—Sep 4, 202590 (rule)$15K–$50K-4.1%
UNH SPSell (no earlier buy)—Aug 28, 202590 (rule)$15K–$50K-4.3%
LRCX SPSell (no earlier buy)—Aug 28, 202590 (rule)$15K–$50K-44.3%
KVUE SPSell (no earlier buy)—Aug 28, 202590 (rule)$1K–$15K+20.9%
DHR Sell (no earlier buy)—Aug 28, 202590 (rule)$1K–$15K-6.5%
NVDA SPSell (no earlier buy)—Jul 7, 202590 (rule)$15K–$50K-9.0%
ADI Sell (no earlier buy)—Jul 3, 202590 (rule)$15K–$50K+9.5%
EL Sell (no earlier buy)—Apr 29, 202590 (rule)$1K–$15K-40.4%
SBUX Sell (no earlier buy)—Apr 14, 202590 (rule)$15K–$50K+6.6%
AAPL Sell (no earlier buy)—Apr 14, 202590 (rule)$15K–$50K+12.9%
NVDA SPSell (no earlier buy)—Apr 14, 202590 (rule)$15K–$50K-32.3%
SBUX SPSell (no earlier buy)—Apr 11, 202590 (rule)$1K–$15K+5.8%
SBUX Sell (no earlier buy)—Apr 11, 202590 (rule)$1K–$15K+5.8%
HON SPSell (no earlier buy)—Apr 3, 202590 (rule)$15K–$50K-0.2%
NVDA Sell (no earlier buy)—Jan 6, 202590 (rule)$15K–$50K+19.4%
LRCX Sell (no earlier buy)—Dec 19, 202490 (rule)$15K–$50K-12.7%
AAPL Sell (no earlier buy)—Dec 19, 202490 (rule)$15K–$50K+10.6%
MET SPSell (no earlier buy)—Nov 19, 202490 (rule)$1K–$15K+3.8%
KVUE Sell (no earlier buy)—Nov 18, 202490 (rule)$1K–$15K+11.2%
LLY Still heldOct 30, 2024held734$15K–$50K+37.0%
SBUX SPSell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K+0.3%
VZ SPSell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K+4.7%
MA SPSell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K-5.1%
DIS SPSell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K-14.9%
SBUX Sell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K+0.3%
VZ Sell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K+4.7%
HON Sell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K-6.6%
MA Sell (no earlier buy)—Oct 29, 202490 (rule)$1K–$15K-5.1%
TSLA SPSell (no earlier buy)—Oct 28, 202490 (rule)$100K–$250K-48.1%
TSLA Sell (no earlier buy)—Oct 28, 202490 (rule)$15K–$50K-48.1%
TSLA Sell (no earlier buy)—Oct 11, 202490 (rule)$15K–$50K-81.1%
KO Still heldOct 8, 2024held756$1K–$15K+7.3%
CELH Sell (no earlier buy)—Oct 8, 202490 (rule)$1K–$15K+3.2%
AMGN Sell (no earlier buy)—Sep 17, 202490 (rule)$1K–$15K+27.7%
CAG SPSell (no earlier buy)—Jul 30, 202490 (rule)$1K–$15K+9.2%
CAG Sell (no earlier buy)—Jul 30, 202490 (rule)$1K–$15K+9.2%
DIS Sell (no earlier buy)—Jul 25, 202490 (rule)$1K–$15K-0.5%
JNJ SPSell (no earlier buy)—Jul 3, 202490 (rule)$15K–$50K-8.1%
JNJ Sell (no earlier buy)—Jul 3, 202490 (rule)$15K–$50K-8.1%
MCD Sell (no earlier buy)—Jul 3, 202490 (rule)$1K–$15K-18.1%
GS Still heldJun 27, 2024held859$1K–$15K+63.9%
HD Round tripJun 13, 2024Jan 9, 2026575$1K–$15K-20.3%
MSFT Round tripJun 13, 2024Sep 4, 2025448buy $1K–$15K / sell $15K–$50K-4.6%
CCI Round tripMay 10, 2024Jun 25, 2026776$1K–$15K-61.1%
DEO Sell (no earlier buy)—May 8, 202490 (rule)$15K–$50K+15.0%
RTX SPSell (no earlier buy)—Apr 9, 202490 (rule)$15K–$50K+8.4%
DHR SPSell (no earlier buy)—Apr 9, 202490 (rule)$15K–$50K+10.6%
UL SPSell (no earlier buy)—Apr 9, 202490 (rule)$1K–$15K-8.4%
IR SPSell (no earlier buy)—Apr 9, 202490 (rule)$1K–$15K+8.4%
NVS Sell (no earlier buy)—Apr 9, 202490 (rule)$1K–$15K-5.9%
UL Sell (no earlier buy)—Mar 22, 202490 (rule)$1K–$15K-7.4%
CMCSA Sell (no earlier buy)—Mar 13, 202490 (rule)$15K–$50K+15.5%
SNOW SPRound tripDec 14, 2023Aug 15, 2024245$1K–$15K-53.9%
LLY SPStill heldDec 14, 2023held1055$1K–$15K+86.6%
PFE Sell (no earlier buy)—Dec 11, 202390 (rule)$1K–$15K+11.6%
TGT Sell (no earlier buy)—Dec 7, 202390 (rule)$15K–$50K-17.1%
KO Still heldDec 7, 2023held1062$1K–$15K-1.0%

Every trade (all time)

TickerActionTradedReported amountDisclosed · lag90-day vs SPYSource
JPMSELL (partial)Sep 4, 2026$15K–$50KOct 1, 2026
27 days
—eFD report
ADISELL (partial)Sep 4, 2026$1K–$15KOct 1, 2026
27 days
—eFD report
VSELL (partial)Sep 4, 2026$1K–$15KOct 1, 2026
27 days
—eFD report
VSELL (partial)Sep 4, 2026$1K–$15KOct 1, 2026
27 days
—eFD report
JPMSELL (partial)Sep 4, 2026$15K–$50KOct 1, 2026
27 days
—eFD report
NVDASELL (partial)Aug 13, 2026$15K–$50KSep 2, 2026
20 days
—eFD report
NVDASELL (partial)Aug 13, 2026$1K–$15KSep 2, 2026
20 days
—eFD report
LRCXSELL (partial)Aug 13, 2026$1K–$15KSep 2, 2026
20 days
—eFD report
AMGNSELL (partial)Aug 12, 2026$1K–$15KSep 2, 2026
21 days
—eFD report
LOWSELL (partial)Jul 20, 2026$1K–$15KAug 3, 2026
14 days
+7.6%eFD report
NVDASELL (partial)Jun 30, 2026$15K–$50KJul 8, 2026
8 days
-11.9%eFD report
CCISELLJun 25, 2026$1K–$15KJul 8, 2026
13 days
+16.3%eFD report
COHRBUYJun 25, 2026$15K–$50KJul 8, 2026
13 days
-30.8%eFD report
MUBUYJun 25, 2026$1K–$15KJul 8, 2026
13 days
-16.2%eFD report
AAPLSELL (partial)Jun 24, 2026$15K–$50KJul 8, 2026
14 days
-10.4%eFD report
AAPLSELL (partial)Jun 24, 2026$15K–$50KJul 8, 2026
14 days
-10.4%eFD report
NVDASELL (partial)May 8, 2026$100K–$250KJun 2, 2026
25 days
+2.4%eFD report
NVDASELL (partial)May 8, 2026$100K–$250KJun 2, 2026
25 days
+2.4%eFD report
ORCLSELL (partial)May 7, 2026$15K–$50KJun 2, 2026
26 days
+31.0%eFD report
JPMSELL (partial)Apr 13, 2026$15K–$50KMay 4, 2026
21 days
+2.5%eFD report
PEPSELLMar 30, 2026$1K–$15KApr 8, 2026
9 days
+28.8%eFD report
HDSELLFeb 23, 2026$1K–$15KMar 6, 2026
11 days
+27.6%eFD report
PEPSELL (partial)Feb 23, 2026$1K–$15KMar 6, 2026
11 days
+23.4%eFD report
VZSELLFeb 23, 2026$1K–$15KMar 6, 2026
11 days
+12.4%eFD report
MASELL (partial)Feb 23, 2026$1K–$15KMar 6, 2026
11 days
+10.6%eFD report
PEPSELL (partial)Feb 23, 2026$1K–$15KMar 6, 2026
11 days
+23.4%eFD report
SBUXSELLJan 9, 2026$1K–$15KFeb 4, 2026
26 days
-11.1%eFD report
NVDASELL (partial)Jan 9, 2026$1K–$15KFeb 4, 2026
26 days
-1.5%eFD report
HDSELL (partial)Jan 9, 2026$1K–$15KFeb 4, 2026
26 days
+7.3%eFD report
SBUXSELLJan 9, 2026$1K–$15KFeb 4, 2026
26 days
-11.1%eFD report
NVDASELL (partial)Jan 9, 2026$1K–$15KFeb 4, 2026
26 days
-1.5%eFD report
MCDSELLJan 9, 2026$15K–$50KFeb 4, 2026
26 days
-2.8%eFD report
GHBUYNov 21, 2025$1K–$15KDec 1, 2025
10 days
-3.0%eFD report
KOBUYNov 21, 2025$1K–$15KDec 1, 2025
10 days
+4.3%eFD report
HSYBUYNov 21, 2025$1K–$15KDec 1, 2025
10 days
+14.4%eFD report
PGRSELLOct 27, 2025$15K–$50KNov 3, 2025
7 days
+5.1%eFD report
NVDASELL (partial)Oct 20, 2025$15K–$50KNov 3, 2025
14 days
+3.4%eFD report
UNHSELLSep 4, 2025$15K–$50KOct 3, 2025
29 days
-4.1%eFD report
VZSELLSep 4, 2025$1K–$15KOct 3, 2025
29 days
+13.3%eFD report
NVDASELL (partial)Sep 4, 2025$15K–$50KOct 3, 2025
29 days
+0.7%eFD report
HONSELLSep 4, 2025$15K–$50KOct 3, 2025
29 days
+10.0%eFD report
AMGNSELLSep 4, 2025$1K–$15KOct 3, 2025
29 days
-18.0%eFD report
AAPLSELL (partial)Sep 4, 2025$15K–$50KOct 3, 2025
29 days
-13.1%eFD report
MSFTSELL (partial)Sep 4, 2025$15K–$50KOct 3, 2025
29 days
+11.3%eFD report
UNHSELLAug 28, 2025$15K–$50KSep 3, 2025
6 days
-4.3%eFD report
LRCXSELL (partial)Aug 28, 2025$15K–$50KSep 3, 2025
6 days
-44.3%eFD report
KVUESELLAug 28, 2025$1K–$15KSep 3, 2025
6 days
+20.9%eFD report
DHRSELLAug 28, 2025$1K–$15KSep 3, 2025
6 days
-6.5%eFD report
NVDASELL (partial)Jul 7, 2025$15K–$50KAug 4, 2025
28 days
-9.0%eFD report
ADISELLJul 3, 2025$15K–$50KAug 4, 2025
32 days
+9.5%eFD report
ELSELLApr 29, 2025$1K–$15KMay 13, 2025
14 days
-40.4%eFD report
NVDASELL (partial)Apr 14, 2025$15K–$50KMay 13, 2025
29 days
-32.3%eFD report
AAPLSELL (partial)Apr 14, 2025$15K–$50KMay 13, 2025
29 days
+12.9%eFD report
SBUXSELL (partial)Apr 14, 2025$15K–$50KMay 13, 2025
29 days
+6.6%eFD report
SBUXSELL (partial)Apr 11, 2025$1K–$15KMay 13, 2025
32 days
+5.8%eFD report
SBUXSELL (partial)Apr 11, 2025$1K–$15KMay 13, 2025
32 days
+5.8%eFD report
HONSELLApr 3, 2025$15K–$50KMay 13, 2025
40 days
-0.2%eFD report
NVDASELL (partial)Jan 6, 2025$15K–$50KJan 8, 2025
2 days
+19.4%eFD report
LRCXSELLDec 19, 2024$15K–$50KJan 8, 2025
20 days
-12.7%eFD report
AAPLSELL (partial)Dec 19, 2024$15K–$50KJan 8, 2025
20 days
+10.6%eFD report
METSELLNov 19, 2024$1K–$15KDec 5, 2024
16 days
+3.8%eFD report
KVUESELLNov 18, 2024$1K–$15KDec 5, 2024
17 days
+11.2%eFD report
LLYBUYOct 30, 2024$15K–$50KNov 7, 2024
8 days
-9.2%eFD report
SBUXSELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
+0.3%eFD report
VZSELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
+4.7%eFD report
MASELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
-5.1%eFD report
DISSELLOct 29, 2024$1K–$15KNov 7, 2024
9 days
-14.9%eFD report
SBUXSELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
+0.3%eFD report
VZSELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
+4.7%eFD report
HONSELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
-6.6%eFD report
MASELL (partial)Oct 29, 2024$1K–$15KNov 7, 2024
9 days
-5.1%eFD report
TSLASELLOct 28, 2024$100K–$250KNov 7, 2024
10 days
-48.1%eFD report
TSLASELLOct 28, 2024$15K–$50KNov 7, 2024
10 days
-48.1%eFD report
TSLASELL (partial)Oct 11, 2024$15K–$50KNov 7, 2024
27 days
-81.1%eFD report
KOBUYOct 8, 2024$1K–$15KNov 7, 2024
30 days
-16.0%eFD report
CELHSELLOct 8, 2024$1K–$15KNov 7, 2024
30 days
+3.2%eFD report
AMGNSELL (partial)Sep 17, 2024$1K–$15KOct 10, 2024
23 days
+27.7%eFD report
SNOWSELLAug 15, 2024$1K–$15KSep 4, 2024
20 days
+5.1%eFD report
CAGSELLJul 30, 2024$1K–$15KAug 21, 2024
22 days
+9.2%eFD report
CAGSELLJul 30, 2024$1K–$15KAug 21, 2024
22 days
+9.2%eFD report
DISSELLJul 25, 2024$1K–$15KAug 21, 2024
27 days
-0.5%eFD report
JNJSELLJul 3, 2024$15K–$50KAug 21, 2024
49 days ⚠ over 45
-8.1%eFD report
JNJSELLJul 3, 2024$15K–$50KAug 21, 2024
49 days ⚠ over 45
-8.1%eFD report
MCDSELLJul 3, 2024$1K–$15KAug 21, 2024
49 days ⚠ over 45
-18.1%eFD report
GSBUYJun 27, 2024$1K–$15KJul 16, 2024
19 days
+5.8%eFD report
HDBUYJun 13, 2024$1K–$15KJul 16, 2024
33 days
+4.3%eFD report
MSFTBUYJun 13, 2024$1K–$15KJul 16, 2024
33 days
-6.4%eFD report
CCIBUYMay 10, 2024$1K–$15KJun 6, 2024
27 days
+9.6%eFD report
DEOSELLMay 8, 2024$15K–$50KJun 6, 2024
29 days
+15.0%eFD report
RTXSELLApr 9, 2024$15K–$50KMay 20, 2024
41 days
+8.4%eFD report
DHRSELLApr 9, 2024$15K–$50KMay 20, 2024
41 days
+10.6%eFD report
ULSELLApr 9, 2024$1K–$15KMay 20, 2024
41 days
-8.4%eFD report
IRSELLApr 9, 2024$1K–$15KMay 20, 2024
41 days
+8.4%eFD report
NVSSELL (partial)Apr 9, 2024$1K–$15KMay 20, 2024
41 days
-5.9%eFD report
ULSELLMar 22, 2024$1K–$15KApr 24, 2024
33 days
-7.4%eFD report
CMCSASELLMar 13, 2024$15K–$50KApr 24, 2024
42 days
+15.5%eFD report
SNOWBUYDec 14, 2023$1K–$15KJan 18, 2024
35 days
-28.5%eFD report
LLYBUYDec 14, 2023$1K–$15KJan 18, 2024
35 days
+22.8%eFD report
PFESELLDec 11, 2023$1K–$15KJan 18, 2024
38 days
+11.6%eFD report
TGTSELLDec 7, 2023$15K–$50KJan 18, 2024
42 days
-17.1%eFD report
KOBUYDec 7, 2023$1K–$15KJan 18, 2024
42 days
-9.9%eFD report
How the hit rate works. Prices are daily closes from Yahoo Finance's free chart data; the benchmark is SPY (S&P 500 ETF). (1) Round trips: for each member, ticker and owner, buys are paired with later sells first-in, first-out. Each pair is scored over the actual holding period: the stock's return from buy date to sell date minus SPY's return over the same days. A pair is right if that excess is positive. (2) Still held: a buy with no matching sale is scored from the buy date to the latest close, but only once it is at least 90 days old. (3) Sells with no earlier buy in the data are scored on the 90 days after the sale; right if the stock lagged SPY (the excess is shown inverted, so positive = good call). (4) Options are scored as bets on the underlying stock, using the stock's return versus SPY (no option prices): buying a call, exercising a call, or selling/writing a put counts as a bullish (buy) call; buying a put or selling a call counts as bearish (sell). An opening option trade is paired with a later closing trade of the same contract (type, strike, expiry) when the data has one; otherwise it is scored on the 90 days after the trade. Options whose call/put type is not stated are shown but not scored. Options are drawn as outlined rings on the charts. (5) Weighting: trades are weighted by the midpoint of the reported dollar range, which is approximate; partial sales split a buy across several round trips. (6) Annualized excess = weighted excess divided by weighted holding days, times 365, so short and long holds can be compared. Only members with at least 10 scored items are ranked; under 30 is a small sample. Disclosures are ranges, dates can be wrong, trades before 2024, options, bonds and private holdings are not included, and nothing here accounts for dividends, taxes, or the disclosure delay. This is an educational measure, not a signal and not investment advice.
Education, not investment advice. This page reorganizes public disclosures so you can see what members of Congress reported. A disclosure is not evidence of wrongdoing, and past trades say nothing about future returns. Amounts are the ranges members report, not exact values. Members have up to 45 days to disclose, so recent trades may be missing. Paper filings that need manual review, trades without a confident ticker match, options, mutual funds, bonds and private holdings are not shown. Always check the source filing.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.