Did Sheldon Whitehouse beat the market?

Copying Sheldon Whitehouse's disclosed stock trades 3 days after each filing returned +12.2% a year on the days the money was invested, against +12.3% for the S&P 500 over the same days: 0.0 percentage points behind the index. This is a hypothetical backtest from 2014-02-27 to 2026-11-09, not investment advice.

How many stock trades has Sheldon Whitehouse disclosed?

Sheldon Whitehouse disclosed 1,009 stock transactions between 2014-02-27 and 2026-10-01: 533 purchases and 476 sales.

Which stocks does Sheldon Whitehouse trade most?

The most traded stocks in Sheldon Whitehouse's filings are NVDA (26), GILD (22) and AAPL (21), by number of transactions.

How quickly does Sheldon Whitehouse report trades?

The median filing came 27 days after the trade. 250 of 1,035 filings arrived after the 45-day deadline.

Sheldon Whitehouse stock trades

Sheldon Whitehouse is a member of the U.S. Senate (Democrat, RI). Filings in this dataset run from 2014-02-27 to 2026-10-01 and list 1,009 stock transactions: 533 purchases and 476 sales. The median filing came 27 days after the trade; 250 of 1,035 were filed after the 45-day deadline.

Backtest copying Sheldon Whitehouse this year

1,009transactions

533purchases

476sales

27 dmedian delay to file

What copying Sheldon Whitehouse would have returned

$10,000 invested on 2014-02-27, buying and selling the same stocks 3 days after each filing became public, ended at $49,714 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $43,736.

That headline is diluted by cash: on average only 96% of the money was invested, because the portfolio holds a few small positions. On the 3,193 days it did hold stocks, the copied holdings returned +12.2% a year against +12.3% for the S&P 500 over the same days: 0.0 percentage points behind the index.

+12.2%copied holdings, per year

+12.3%S&P 500, same days

96%avg share invested

144trades executed

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

614 copy orders were not placed (no price history, no cash left or the position limit was reached) and 104 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

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Activity by year

Transactions by the year the report was filed.

Trades by month

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2026 · 2025 · 2024 · 2023 · 2020 · 2019 · 2018 · 2017 · 2016 · 2015 · 2014

Most traded stocks

Stock	Trades	Buys	Sales
NVDA NVIDIA Corporation - Common Stock	26	14	12
GILD Gilead Sciences, Inc. - Common Stock	22	14	8
AAPL Apple Inc. - Common Stock	21	0	21
BIIB Biogen Inc. - Common Stock	18	14	4
T AT&T Inc.	17	11	6
FB Facebook, Inc.	16	11	5
SBUX Starbucks Corporation - Common Stock	15	8	7
DHR Danaher Corporation Common Stock	15	1	14
AMGN Amgen Inc. - Common Stock	15	11	4
VFC V.F. Corporation (NYSE)	14	0	14
TSLA Tesla, Inc. - Common Stock	14	9	5
LRCX Lam Research Corporation - Common Stock	14	11	3
IBM International Business Machines...	14	8	6
V Visa Inc.	13	7	6
KORS Michael Kors Holdings Limited (NYSE)	13	8	5

Disclosed transactions

Download stock and fund transactions as CSV · Compare Sheldon Whitehouse with another member

Filed	Traded	Type	Asset	Amount	Filing
2017-02-14	2017-01-11	Partial sale	NSRGY NESTLE S.A S/ADR	$15,001 - $50,000	Source
2017-02-14	2017-01-11	Partial sale	AAPL Apple Inc. - Common Stock	$15,001 - $50,000	Source
2017-02-14	2017-01-11	Sale	PANW Palo Alto Networks, Inc.	$1,001 - $15,000	Source
2017-02-14	2017-01-11	Sale	PANW Palo Alto Networks, Inc.	$1,001 - $15,000	Source
2017-02-14	2017-01-11	Buy	NVDA NVIDIA Corporation - Common Stock	$1,001 - $15,000	Source
2017-02-14	2017-01-11	Sale	MDT Medtronic plc. Ordinary Shares	$1,001 - $15,000	Source
2017-02-14	2017-01-11	Partial sale	AAPL Apple Inc. - Common Stock	$1,001 - $15,000	Source
2017-01-11	2016-12-23	Sale	PSA Public Storage Common Stock	$15,001 - $50,000	Source
2017-01-11	2016-12-23	Partial sale	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2017-01-11	2016-12-23	Partial sale	BIIB Biogen Inc. - Common Stock	$1,001 - $15,000	Source
2017-01-11	2016-12-23	Partial sale	AMGN Amgen Inc. - Common Stock	$1,001 - $15,000	Source
2017-01-11	2016-12-13	Sale	BIIB Biogen Inc. - Common Stock	$15,001 - $50,000	Source
2017-01-11	2016-12-13	Buy	GS Goldman Sachs Group, Inc.	$1,001 - $15,000	Source
2017-01-11	2016-12-13	Buy	GS Goldman Sachs Group, Inc.	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Partial sale	ORCL Oracle Corporation Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Sale	ORCL Oracle Corporation Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	FB Facebook, Inc.	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	DIS Walt Disney Company	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	DEO Diageo Plc ADR	$1,001 - $15,000	Source
2016-12-12	2016-11-28	Buy	AMGN Amgen Inc. - Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Sale	UL Unilever plc (NYSE)	$15,001 - $50,000	Source
2016-12-12	2016-11-15	Buy	SBUX Starbucks Corporation - Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	MCK McKesson Corporation Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	JCI Johnson Controls International plc Ordinary Share	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	GOOGL Alphabet Inc. - Class A Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	DIS Walt Disney Company	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	BA Boeing Company	$1,001 - $15,000	Source
2016-12-12	2016-11-15	Buy	ABT Abbott Laboratories Common Stock	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Sale	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	MCK McKesson Corporation Common Stock	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	MA Mastercard Incorporated Common Stock	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	JPM JP Morgan Chase & Co. Common Stock	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	IBM International Business Machines...	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	IBM International Business Machines...	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Sale	HSBC HSBC Holdings plc	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	HAS Hasbro Inc.	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	HAS Hasbro Inc.	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	DIS Walt Disney Company	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	DEO Diageo Plc ADR	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	CB Chubb Limited Common Stock	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	BRK-B Berkshire Hathaway Inc.	$1,001 - $15,000	Source
2016-11-07	2016-10-26	Buy	BRK-B Berkshire Hathaway Inc.	$1,001 - $15,000	Source
2016-10-07	2016-09-28	Partial sale	AXP American Express Company Common Stock	$15,001 - $50,000	Source
2016-10-07	2016-09-28	Buy	WM Waste Management, Inc. Common Stock	$1,001 - $15,000	Source
2016-10-07	2016-09-28	Sale	VOD Vodafone Group Public Limited Company (NASDAQ)	$1,001 - $15,000	Source
2016-10-07	2016-09-28	Buy	MCK McKesson Corporation Common Stock	$1,001 - $15,000	Source
2016-10-07	2016-09-28	Buy	FB Facebook, Inc.	$1,001 - $15,000	Source
2016-10-07	2016-09-28	Buy	EL Estee Lauder Companies, Inc.	$1,001 - $15,000	Source
2016-10-07	2016-09-28	Buy	BA Boeing Company	$1,001 - $15,000	Source
2016-10-07	2016-09-22	Sale	WEC WEC Energy Group, Inc. Common Stock	$1,001 - $15,000	Source
2016-10-07	2016-09-22	Sale	SO Southern Company	$1,001 - $15,000	Source
2016-10-07	2016-09-22	Buy	DIS Walt Disney Company	$1,001 - $15,000	Source
2016-10-07	2016-09-22	Sale	CHL CHINA MOBILE LTD	$1,001 - $15,000	Source
2016-10-07	2016-09-06	Partial sale	NSRGY NESTLE S.A S/ADR	$15,001 - $50,000	Source
2016-10-07	2016-09-06	Sale	NFLX Netflix, Inc. - Common Stock	$15,001 - $50,000	Source
2016-10-07	2016-09-06	Buy	REGN Regeneron Pharmaceuticals, Inc. - Common Stock	$1,001 - $15,000	Source
2016-10-07	2016-09-06	Partial sale	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-10-07	2016-09-06	Partial sale	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-09-06	Partial sale	NSRGY NESTLE S.A S/ADR	$15,001 - $50,000	Source
2016-09-09	2016-09-06	Partial sale	NFLX Netflix, Inc. - Common Stock	$15,001 - $50,000	Source
2016-09-09	2016-09-06	Buy	REGN Regeneron Pharmaceuticals, Inc. - Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-09-06	Partial sale	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-09-06	Partial sale	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-08-18	Sale	RYAAY Ryanair Holdings plc	$15,001 - $50,000	Source
2016-09-09	2016-08-18	Partial sale	TJX TJX Companies, Inc.	$1,001 - $15,000	Source
2016-09-09	2016-08-18	Buy	SBUX Starbucks Corporation - Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-08-18	Buy	PSA Public Storage Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-08-18	Buy	MET MetLife, Inc.	$1,001 - $15,000	Source
2016-09-09	2016-08-18	Partial sale	GE GE Aerospace Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-08-18	Sale	BMY Bristol-Myers Squibb Company Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-08-15	Sale	Caterpillar, Inc. Common Stock	$15,001 - $50,000	Source
2016-09-09	2016-08-08	Sale	UA Under Armour, Inc. Class C Common Stock	$1,001 - $15,000	Source
2016-09-09	2016-08-05	Buy	FB Facebook, Inc.	$1,001 - $15,000	Source
2016-09-08	2015-01-23	Buy	GILD Gilead Sciences, Inc. - Common Stock	$15,001 - $50,000	Source
2016-09-08	2015-01-23	Partial sale	DHR Danaher Corporation Common Stock	$15,001 - $50,000	Source
2016-09-08	2015-01-23	Sale	ACE ACE Limited (NYSE)	$15,001 - $50,000	Source
2016-09-08	2015-01-14	Sale	MCD McDonald's Corporation Common Stock	$15,001 - $50,000	Source
2016-09-08	2015-01-14	Sale	ETN Eaton Corporation, PLC Ordinary Shares	$15,001 - $50,000	Source
2016-09-08	2015-01-14	Sale	KLXI KLX Inc. (NASDAQ)	$1,001 - $15,000	Source
2016-09-08	2015-01-14	Sale	ETN Eaton Corporation, PLC Ordinary Shares	$1,001 - $15,000	Source
2016-09-08	2015-01-14	Sale	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000	Source
2016-09-08	2015-01-14	Sale	AIG American International Group, Inc. New...	$1,001 - $15,000	Source
2016-08-22	2016-07-29	Buy	FB Facebook, Inc.	$1,001 - $15,000	Source
2016-08-22	2016-07-29	Buy	FB Facebook, Inc.	$1,001 - $15,000	Source
2016-08-22	2016-07-26	Buy	DHR Danaher Corporation Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-26	Sale	C Citigroup, Inc. Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-26	Partial sale	AAPL Apple Inc. - Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-21	Buy	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-21	Buy	GILD Gilead Sciences, Inc. - Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-07	Sale	ESRX Express Scripts Holding Company (NASDAQ)	$15,001 - $50,000	Source
2016-08-22	2016-07-07	Buy	WM Waste Management, Inc. Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-07	Buy	WM Waste Management, Inc. Common Stock	$1,001 - $15,000	Source
2016-08-22	2016-07-07	Buy	HAS Hasbro Inc.	$1,001 - $15,000	Source
2016-08-22	2016-07-07	Buy	HAS Hasbro Inc.	$1,001 - $15,000	Source
2016-08-22	2016-07-07	Sale	ESRX Express Scripts Holding Company (NASDAQ)	$1,001 - $15,000	Source
2016-08-11	2016-01-14	Buy	MRK Merck & Company, Inc. Common Stock	$1,001 - $15,000	Source

Other members from RI

James R. Langevin Democrat, 446 trades
John F Reed Democrat, 238 trades

Members who trade the same stocks

Gilbert Cisneros Democrat, 116 stocks in common
Alan Armstrong Republican, 109 stocks in common
K. Michael Conaway Republican, 108 stocks in common
Dean Phillips Democrat, 90 stocks in common
Josh Gottheimer Democrat, 87 stocks in common
Rob Bresnahan Republican, 85 stocks in common
Jefferson Shreve Republican, 84 stocks in common
Susan M Collins Republican, 83 stocks in common

Common questions

Did Sheldon Whitehouse beat the market?: Copying Sheldon Whitehouse's disclosed stock trades 3 days after each filing returned +12.2% a year on the days the money was invested, against +12.3% for the S&P 500 over the same days: 0.0 percentage points behind the index. This is a hypothetical backtest from 2014-02-27 to 2026-11-09, not investment advice.
How many stock trades has Sheldon Whitehouse disclosed?: Sheldon Whitehouse disclosed 1,009 stock transactions between 2014-02-27 and 2026-10-01: 533 purchases and 476 sales.
Which stocks does Sheldon Whitehouse trade most?: The most traded stocks in Sheldon Whitehouse's filings are NVDA (26), GILD (22) and AAPL (21), by number of transactions.
How quickly does Sheldon Whitehouse report trades?: The median filing came 27 days after the trade. 250 of 1,035 filings arrived after the 45-day deadline.

Atom feed of Sheldon Whitehouse's new filings