Sheldon Whitehouse D
Democratic senator from Rhode Island, serving since Jan 4, 2007. Up for re-election in 2030.
- Environment and Public Works · Ranking Member
- Finance
- Budget
- Judiciary
- United States Senate Caucus on International Narcotics Control · Chairman
Among all 100 senators
Each dot is a senator; Whitehouse is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (Congress.gov)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$653K
2023–24
$4.9M
2021–22
$1.6M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $652,856 | $504,824 | $60,440 | $0 | $0 | $801,720 | $1,116,523 | $0 | $0 |
| 2023–24 | $4,859,870 | $2,700,713 | $738,285 | $0 | $0 | $4,912,388 | $1,265,388 | $346 | $82,828 |
| 2021–22 | $1,612,622 | $1,454,819 | $156,930 | $0 | $0 | $814,159 | $1,317,905 | $0 | $0 |
FEC totals through Sep 30, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Rhode Island versus everywhere else, each period.
- From Rhode Island
- From out of state
2025–26
$285K
2023–24
$2.0M
2021–22
$1.3M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
CLIFFORD LAW OFFICES
$17K
BROWN UNIVERSITY
$16K
KOREIN TILLERY
$13K
JANE STREET CAPITAL
$13K
ANBAU ENTERPRISES
$13K
LANDRY & SWARR LLC
$13K
KLEINER PERKINS CAUFIELD & BYERS
$12K
FORBES TATE PARTNERS
$11K
PANNONE LOPES DEVEREAUX & O GARA LLC
$11K
BAIN CAPITAL
$9,500
MANDELL BOISCLAIR & MANDELL LTD
$8,700
HIGH TIDE FOUNDATION
$8,700
The largest donors, and the numbers
| Period | Itemized | Contributions | From RI | Retired donors |
|---|---|---|---|---|
| 2025–26 | $285,041 | 2,093 | 45% | 7% |
| 2023–24 | $2,014,899 | 9,337 | 23% | 8% |
| 2021–22 | $1,250,237 | 3,572 | 26% | 8% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| VAN BEUREN, BARBARA | NEW YORK, NY | ANBAU ENTERPRISES, ARCHITECT | $13,200 |
| DIETZ, SUSAN | SHERMAN OAKS, CA | SELF EMPLOYED, PRODUCER | $12,243 |
| ARNOLD, JOHN | HOUSTON, TX | N/A, NOT EMPLOYED | $10,100 |
| BERNDT, ARTHUR | SHARON, VT | SELF EMPLOYED, NOT EMPLOYED | $9,300 |
| PAGE, GLORIA | LOS ALTOS, CA | N/A, NOT EMPLOYED | $9,130 |
| INGRAM, MARTHA | NASHVILLE, TN | INGRAM INDUSTRIES, EXECUTIVE | $7,600 |
| LANDRY, MICKEY P. | NEW ORLEANS, LA | LANDRY AND SWARR, PARTNER | $7,050 |
| COTCHETT, JOSEPH | BURLINGAME, CA | COTCHETT, PITRE & MCCARTHY, LLP, ATTORNEY | $7,000 |
| MURPHY, JAMES BYRNE | WASHINGTON, DC | KITEBROOK, REAL ESTATE INVESTOR | $7,000 |
| PERKOWITZ, ROBERT | WASHINGTON, DC | ECOAMERICA, EXECUTIVE DIRECTOR | $6,925 |
| BERGMAN, MATTHEW P. | VASHON, WA | BERGMAN OSLUND UDO LITTLE, ATTORNEY | $6,600 |
| BILLINGSLEY, LINDSAY | DALLAS, TX | ALLIANCE RESIDENTIAL, REAL ESTATE | $6,600 |
| BROWN, CHRISTINA | LOUISVILLE, KY | N/A, NOT EMPLOYED | $6,600 |
| COGUT, CRAIG | GREENWICH, CT | PEGASUS CAPITAL ADVISORS, INVESTMENT ADVISOR | $6,600 |
| COGUT, DEBORAH | GREENWICH, CT | N/A, NOT EMPLOYED | $6,600 |
| COHN, ADAM | LOS ANGELES, CA | SCI, INVESTMENTS | $6,600 |
| DOERR, ANN HOWLAND | SAN CARLOS, CA | N/A, HOMEMAKER | $6,600 |
| DOERR, JOHN | SAN CARLOS, CA | KLEINER PERKINS CAUFIELD & BYERS, PARTNER | $6,600 |
| EYCHANER, FRED | CHICAGO, IL | NEWSWEB CORP, OWNER/PRESIDENT | $6,600 |
| GATES, WILLIAM H. III | REDMOND, WA | BREAKTHROUGH ENERGY, PHILANTHROPIST | $6,600 |
| GOTTLIEB, HOWARD L. | SKOKIE, IL | GLEN EAGLE PARTNERS, OWNER | $6,600 |
| HACKMAN, CAROLINE | LOS ANGELES, CA | N/A, NOT EMPLOYED | $6,600 |
| HEISING, MARK | ATHERTON, CA | MEDLEY PARTNERS, MANAGING DIRECTOR / FOUNDER | $6,600 |
| HELM, NELSON | LOUISVILLE, KY | N/A, RETIRED | $6,600 |
| JONAS, HOWARD | BRONX, NY | IDT, CHAIRMAN | $6,600 |
Their biggest PAC and party givers
TAMMY BALDWIN VICTORY COMMITTEE
$20K
THE ASCAP LEGISLATIVE FUND FOR THE ARTS
$15K
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE
$12K
VELVET HAMMER PAC
$10K
TURQUOISE PAC
$10K
TESTER
$10K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| PEOPLE'S VOICE PAC | TAMMY BALDWIN VICTORY COMMITTEE | $20,000 | 4 |
| THE ASCAP LEGISLATIVE FUND FOR THE ARTS | NONE | $15,000 | 4 |
| INTERNATIONAL ASSOCIATION OF FIREFIGHTERS INTERESTED IN REGISTRATION AND EDUCATION PAC | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $12,500 | 6 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | $12,000 | 3 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $11,700 | 4 | |
| END CITIZENS UNITED | LET AMERICA VOTE PAC | $11,500 | 5 |
| NATIONAL ASSOCIATION OF BROADCASTERS POLITICAL ACTION COMMITTEE (NABPAC) | NATIONAL ASSOCIATION OF BROADCASTERS | $10,500 | 3 |
| VELVET HAMMER PAC | $10,000 | 2 | |
| TURQUOISE PAC | $10,000 | 2 | |
| TREASURE STATE PAC | TESTER | $10,000 | 2 |
| SMART SOLUTIONS PAC | $10,000 | 2 | |
| REV UP PAC | $10,000 | 3 | |
| PURPOSE PAC | $10,000 | 2 | |
| PINEAPPLE PAC | $10,000 | 3 | |
| PERIMETER PAC | $10,000 | 2 | |
| OFF THE SIDELINES PAC | $10,000 | 2 | |
| NUTMEG PAC | $10,000 | 2 | |
| NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEE | NATIONAL MULTIFAMILY HOUSING COUNCIL | $10,000 | 2 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $10,000 | 3 |
| NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND) | BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE | $10,000 | 2 |
| NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION POLITICAL ACTION COM (NARFE-PAC) | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION (NARFE) | $10,000 | 5 |
| NARRAGANSETT BAY PAC | $10,000 | 2 | |
| MOTOR CITY PAC | $10,000 | 3 | |
| MITTEN PAC | SLOTKIN | $10,000 | 4 |
| MAPLE PAC | WELCH | $10,000 | 3 |
Outside spending for and against them
- Against them
- For them
All of it
$83K
Who spent it
ROOSEVELT SOCIETY ACTION
$83K
ENVIRONMENT AMERICA ACTION FUND
$336
SIERRA CLUB INDEPENDENT ACTION
$10
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| ROOSEVELT SOCIETY ACTION | against | $82,828 | 8 |
| ENVIRONMENT AMERICA ACTION FUND | for | $336 | 1 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
Apr 28, 2026Sep 30, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,419 clients
H.R. 5376
An act to provide for reconciliation pursuant to title II of S. Con. R…
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
S. 1260
United States Innovation and Competition Act of 2021
1,029 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 4521
Strategic Competition Act of 2021
875 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 clients
S.Con.Res. 14
A concurrent resolution setting forth the congressional budget for the…
836 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
S. 2226
National Defense Authorization Act for Fiscal Year 2024
745 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 30, 2026 | On the Nomination | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | not voting | Nomination Confirmed |
| Sep 30, 2026 | On the Cloture Motion | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | nay | Cloture Motion Agreed to |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.R. 9340 A bill to amend the Public Utility Regulatory Policies Act of 1978 to establish a Federal standard relating to the recovery of the full, inc | nay | Cloture on the Motion to Proceed Rejected |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.R. 7008 A bill to amend chapter 131 of title 5 to require certain restrictions on stocks for Members of Congress and their spouses and dependents, a | nay | Cloture on the Motion to Proceed Rejected |
| Sep 29, 2026 | On the Motion to Discharge | S.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | yea | Motion to Discharge Rejected |
| Sep 29, 2026 | On the Motion to Proceed | S.J.Res. 197 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cent | yea | Motion to Proceed Rejected |
| Sep 28, 2026 | On Passage of the Bill | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | nay | Bill Passed |
| Sep 28, 2026 | On the Amendment | S. 4668 To establish certain standards with respect to coaches of varsity sports teams. | yea | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes. | yea | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To limit price increases for college athletics tickets. | nayagainst party | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To improve the bill. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To modify the provision relating to the relationship of this Act to existing law. | yea | Amendment Agreed to |
| Sep 24, 2026 | On the Concurrent Resolution | H.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | yea | Concurrent Resolution Rejected |
| Sep 24, 2026 | On the Cloture Motion | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | nay | Cloture Motion Agreed to |
| Sep 24, 2026 | On the Amendment | S. 4668 In the nature of a substitute. | yea | Amendment Agreed to |
| Sep 23, 2026 | On the Nomination | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | nay | Nomination Confirmed |
| Sep 22, 2026 | On the Cloture Motion | S. 4668 In the nature of a substitute. | not voting | Cloture Motion Agreed to |
| Sep 22, 2026 | On the Cloture Motion | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | not voting | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Nomination | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | nay | Nomination Confirmed |
| Sep 17, 2026 | On the Cloture Motion | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | nay | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | nay | Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | nay | Cloture on the Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | H.R. 3633 To provide for a system of regulation of the offer and sale of digital commodities by the Securities and Exchange Commission and the Commodi | nay | Cloture on the Motion to Proceed Rejected |
| Sep 15, 2026 | On the Nomination | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | nay | Nomination Confirmed |
| Sep 14, 2026 | On the Cloture Motion | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | nay | Cloture Motion Agreed to |
| Aug 8, 2026 | On Cloture on the Motion to Proceed | S. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification. | nay | Cloture on the Motion to Proceed Rejected |
| Aug 8, 2026 | On the Nomination | PN1078 Todd Blanche, of Florida, to be Attorney General | nay | Nomination Confirmed |
| Aug 8, 2026 | On the Cloture Motion | PN1078 Todd Blanche, of Florida, to be Attorney General | nay | Cloture Motion Agreed to |
| Aug 8, 2026 | On Passage of the Bill | H.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes. | yea | Bill Passed |
| Aug 8, 2026 | On the Motion to Table | H.R. 6500 To strike section 2019. | yea | Motion to Table Agreed to |
| Aug 7, 2026 | On the Cloture Motion | H.R. 6500 In the nature of a substitute. | yea | Cloture Motion Agreed to |
| Aug 7, 2026 | On the Nomination | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | nay | Nomination Confirmed |
| Aug 7, 2026 | On Passage of the Bill | H.R. 5334 An act to impose sanctions and other measures with respect to the Russian Federation, as championed by the late Senator Lindsey O. Graham, a | yea | Bill Passed |
| Aug 7, 2026 | On the Amendment | H.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasio | nayagainst party | Amendment Rejected |
| Aug 5, 2026 | On the Motion to Proceed | S.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | yea | Motion to Proceed Rejected |
| Aug 5, 2026 | On the Cloture Motion | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | nay | Cloture Motion Agreed to |
| Aug 5, 2026 | On the Nomination | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | nay | Nomination Confirmed |
| Aug 5, 2026 | On the Cloture Motion | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | nay | Cloture Motion Agreed to |
| Aug 3, 2026 | On Cloture on the Motion to Proceed | H.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and Opportun | yea | Cloture on the Motion to Proceed Agreed to |
| Jul 30, 2026 | On the Resolution | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Resolution Agreed to |
| Jul 30, 2026 | On the Motion to Discharge | S.J.Res. 181 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Jul 30, 2026 | On the Motion to Proceed | S.J.Res. 199 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Depa | yea | Motion to Proceed Rejected |
| Jul 29, 2026 | On the Cloture Motion | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | not voting | Cloture Motion Agreed to |
| Jul 29, 2026 | On the Motion to Proceed | H.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | not voting | Motion to Proceed Agreed to |
| Jul 28, 2026 | On Cloture on the Motion to Proceed | H.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | yea | Cloture on the Motion to Proceed Agreed to |
| Jul 28, 2026 | On the Nomination | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | nay | Nomination Confirmed |
| Jul 27, 2026 | On the Cloture Motion | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | nay | Cloture Motion Agreed to |
| Jul 23, 2026 | On the Nomination | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | nay | Nomination Confirmed |
| Jul 23, 2026 | On the Nomination | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | nay | Nomination Confirmed |
| Jul 23, 2026 | On the Motion to Discharge | S.J.Res. 180 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Jul 22, 2026 | On the Cloture Motion | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | nay | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Cloture Motion | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | nay | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | yeaagainst party | Nomination Confirmed |
| Jul 22, 2026 | On the Cloture Motion | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | yeaagainst party | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | nay | Nomination Confirmed |
| Jul 21, 2026 | On the Nomination | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | nay | Nomination Confirmed |
| Jul 20, 2026 | On the Cloture Motion | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | nay | Cloture Motion Agreed to |
| Jul 16, 2026 | On the Motion to Proceed | S.J.Res. 198 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cent | yea | Motion to Proceed Rejected |
| Jul 16, 2026 | On the Cloture Motion | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | nay | Cloture Motion Agreed to |
| Jul 15, 2026 | On the Nomination | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | nay | Nomination Confirmed |
| Jul 15, 2026 | On the Cloture Motion | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | nay | Cloture Motion Agreed to |
| Jul 14, 2026 | On Cloture on the Motion to Proceed | S. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military constru | nay | Cloture on the Motion to Proceed Rejected |
| Jul 14, 2026 | On the Nomination | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | nay | Nomination Confirmed |
| Jul 13, 2026 | On the Nomination | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | nay | Nomination Confirmed |
| Jun 24, 2026 | On the Motion to Proceed | S.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | nay | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Motion to Proceed | S.J.Res. 196 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Depa | yea | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | nay | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | nay | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | nay | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | nay | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | nay | Cloture Motion Agreed to |
| Jun 23, 2026 | On the Concurrent Resolution | H.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | yea | Concurrent Resolution Agreed to |
| Jun 23, 2026 | On the Nomination | PN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of Ambas | yeaagainst party | Nomination Confirmed |
| Jun 22, 2026 | On the Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | not voting | Motion Agreed to |
| Jun 18, 2026 | On the Nomination | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | nay | Nomination Confirmed |
| Jun 18, 2026 | On the Cloture Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Motion to Discharge | S.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | yea | Motion to Discharge Rejected |
| Jun 17, 2026 | On the Cloture Motion | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | nay | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Nomination | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | nay | Nomination Confirmed |
| Jun 17, 2026 | On the Cloture Motion | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | nay | Cloture Motion Agreed to |
| Jun 16, 2026 | On the Motion to Proceed | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion to Proceed Agreed to |
| Jun 16, 2026 | On the Motion to Discharge | S.J.Res. 172 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Jun 16, 2026 | On the Motion to Proceed | S.J.Res. 190 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Exec | yea | Motion to Proceed Rejected |
| Jun 15, 2026 | On the Nomination | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | nay | Nomination Confirmed |
| Jun 11, 2026 | On the Cloture Motion | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | nay | Cloture Motion Agreed to |
| Jun 11, 2026 | On the Nomination | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | nay | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | nay | Cloture Motion Agreed to |
| Jun 10, 2026 | On the Nomination | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | nay | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | nay | Cloture Motion Agreed to |
| Jun 9, 2026 | On the Nomination | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | nay | Nomination Confirmed |
| Jun 8, 2026 | On the Cloture Motion | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | nay | Cloture Motion Agreed to |
| Jun 5, 2026 | On the Motion to Proceed | S. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in United | nay | Motion to Proceed Rejected |
| Jun 5, 2026 | On Passage of the Bill | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Bill Passed |
| Jun 5, 2026 | On the Motion | S. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code. | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the use of funds to provide payments to certain individuals. | yea | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To appropriate amounts for local law enforcement hiring programs. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the Un | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfor | yea | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make appropriations for transparency and accountability. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make funds available for the timely adjudication of DACA renewal applications. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To rescind unobligated balances under the One Big Beautiful Bill Act. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To transfer amounts for youth mentoring programs of the Department of Justice. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and r | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To support the work performed by the Immigration Detention Ombudsman. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and f | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any o | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To help build 7,000,000 new homes. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide funding for the HOME Investment Partnerships program. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 3, 2026 | On the Motion to Proceed | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion to Proceed Agreed to |
| Jun 3, 2026 | On the Motion to Proceed | S.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | yea | Motion to Proceed Rejected |
| Jun 2, 2026 | On the Nomination | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | nay | Nomination Confirmed |
| Jun 2, 2026 | On the Cloture Motion | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | nay | Cloture Motion Agreed to |
| Jun 2, 2026 | On the Nomination | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | nay | Nomination Confirmed |
| Jun 1, 2026 | On the Cloture Motion | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | nay | Cloture Motion Agreed to |
| May 20, 2026 | On the Nomination | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | nay | Nomination Confirmed |
| May 19, 2026 | On the Motion to Discharge | S.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Agreed to |
| May 19, 2026 | On the Cloture Motion | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | nay | Cloture Motion Agreed to |
| May 19, 2026 | On the Nomination | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | yeaagainst party | Nomination Confirmed |
| May 19, 2026 | On the Cloture Motion | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | yeaagainst party | Cloture Motion Agreed to |
| May 18, 2026 | On the Nomination | PN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New Y | nay | Nomination Confirmed |
| May 14, 2026 | On the Cloture Motion | PN8061 Andrew Benson, of Maine, to be United States Attorney for the District of Maine for the term of four years; and William Boyle, of North Caro | nay | Cloture Motion Agreed to |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 130 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bure | yea | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 141 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau o | yea | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 132 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bure | yea | Motion to Proceed Rejected |
| May 13, 2026 | On the Nomination | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | nay | Nomination Confirmed |
| May 13, 2026 | On Cloture on the Motion to Proceed | S.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs. | yea | Cloture on the Motion to Proceed Agreed to |
| May 13, 2026 | On the Motion to Discharge | S.J.Res. 163 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| May 12, 2026 | On the Cloture Motion | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | nay | Cloture Motion Agreed to |
| May 12, 2026 | On the Nomination | PN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1 | nay | Nomination Confirmed |
| May 11, 2026 | On the Cloture Motion | PN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1 | nay | Cloture Motion Agreed to |
| May 11, 2026 | On the Resolution | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Resolution Agreed to |
| Apr 30, 2026 | On the Motion to Discharge | S.J.Res. 184 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Apr 30, 2026 | On the Cloture Motion | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Cloture Motion Agreed to |
| Apr 29, 2026 | On the Motion to Proceed | S.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by U.S. Cit | yea | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Motion to Proceed | S.J.Res. 139 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | yea | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Nomination | PN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and Explosives | yeaagainst party | Nomination Confirmed |
| Apr 28, 2026 | On the Point of Order | S.J.Res. 124 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not | nay | Point of Order Well Taken |
| Apr 28, 2026 | On the Motion to Proceed | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Motion to Proceed Agreed to |
What they sponsor bills about
119th Congress: 103 sponsored, 0 became law · 118th Congress: 61 sponsored, 1 became law · 117th Congress: 59 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| S. 5625 Affordable Housing Construction Act | Sep 30, 2026 Read twice and referred to the Committee on Finance. |
| S. 5656 Domestic Violence SAFE Notice Act | Sep 30, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5669 End Tax Breaks for Dark Money Act | Sep 30, 2026 Read twice and referred to the Committee on Finance. |
| S. 5528 Supreme Court Review Act of 2026 | Sep 24, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5486 A bill to amend the African Growth and Opportunity Act to exclude from eligibility each sub-Saharan African country that | Sep 23, 2026 Read twice and referred to the Committee on Foreign Relations. |
| S.Res. 864 A resolution expressing support for the designation of the week of September 19 through September 26, 2026, as "National | Sep 17, 2026 Referred to the Committee on Environment and Public Works. (text: CR S4801-4802) |
| S. 5409 Environmental Health Restoration Act of 2026 | Sep 16, 2026 Read twice and referred to the Committee on Environment and Public Works. |
| S. 5269 Pay PCPs Act of 2026 | Aug 5, 2026 Read twice and referred to the Committee on Finance. |
| S. 5173 Fairness in Foreign Filing Act | Jul 30, 2026 Read twice and referred to the Committee on Finance. |
| S. 5075 Get Foreign Money Out of U.S. Elections Act | Jul 22, 2026 Read twice and referred to the Committee on Rules and Administration. |
| S. 5076 Supreme Court Biennial Appointments and Term Limits Act of 2026 | Jul 22, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5011 Curtailing Executive Overcompensation (CEO) Act | Jul 16, 2026 Read twice and referred to the Committee on Finance. |
| S. 4972 Medical Bankruptcy Fairness Act of 2026 | Jul 14, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 4819 Lifeline for First Responders Act | Jun 17, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| S. 2096 Daniel J. Harvey, Jr. and Adam Lambert Improving Servicemember Transition to Reduce Veteran Suicide Act | Jun 17, 2025 Read twice and referred to the Committee on Veterans' Affairs. |
| S.Res. 759 A resolution recognizing World Oceans Day and celebrating the maritime heritage, ocean leadership, fisheries stewardship | Jun 8, 2026 Referred to the Committee on Commerce, Science, and Transportation. (text: CR S2667) |
| S. 4571 Tropospheric Ozone Research Act of 2026 | May 19, 2026 Read twice and referred to the Committee on Environment and Public Works. |
| S. 4404 No Passes for Polluters Act of 2026 | Apr 27, 2026 Read twice and referred to the Committee on Environment and Public Works. |
| S.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | Aug 5, 2026 Motion to proceed to consideration of measure rejected in Senate by Yea-Nay Vote. 48 - 50. Record Vote Number: |
| S.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | Jun 3, 2026 Motion to proceed to consideration of measure rejected in Senate by Yea-Nay Vote. 46 - 53. Record Vote Number: |
| S. 4346 Consumer Protection and Corporate Accountability in Bankruptcy Act of 2026 | Apr 20, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 4248 Enhancing Long-Term, Efficient, and Viable Alternatives to Empower Flood-Prone Communities Act of 2026 | Mar 26, 2026 Read twice and referred to the Committee on Environment and Public Works. |
| S.J.Res. 155 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | May 13, 2026 Motion to proceed to consideration of measure rejected in Senate by Voice Vote. (consideration: CR S2268-2269) |
| S. 4185 Stop Subsidizing Giant Mergers Act | Mar 25, 2026 Read twice and referred to the Committee on Finance. |
| S.J.Res. 143 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | Mar 25, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 103 | 0 | 452 |
| 118th | 61 | 1 | 576 |
| 117th | 59 | 0 | 499 |
13 former staff now lobbying
CHARLES GARRISON iv
HOGAN LOVELLS CADWALADER US LLP (FKA HOGAN LOVELLS US LLP)
23 clients
RICHARD VAN BUREN
COZEN O'CONNOR PUBLIC STRATEGIES
18 clients
VARUN JAIN
K&L GATES, LLP
5 clients
SAMUEL GOODSTEIN
VENN STRATEGIES
5 clients
ROBERT CLARK
PYXIS PARTNERS, LLC
2 clients
RAVEN GRAF
BOUNDARY STONE PARTNERS
2 clients
CAMERON GREENE
AMERICAN TRAFFIC SAFETY SERVICES ASSOCIATION
1 client
COLLEEN COSTELLO
NATIONAL TREASURY EMPLOYEES UNION
1 client
KATHLEEN O'NEILL
THE UNIVERSITY OF TEXAS AT AUSTIN
1 client
MICHAEL CHERNIN
DELL TECHNOLOGIES INC.
1 client
CHASE KROLL
HOGAN LOVELLS CADWALADER US LLP (FKA HOGAN LOVELLS US LLP)
1 client
EOIN MCKENNA
THE RABEN GROUP
1 client
DAVID CARUOLO
ANHEUSER-BUSCH COMPANIES
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| CHARLES GARRISON iv | Senior Counsel, Senate Judiciary Committee, Office of Senator Sheldon Whitehouse (2018-2021), Counsel, Senate Judiciary Committee, Office of Senator Sheldon Whitehouse (2016-2018), Professional Staff Member, Senate Committee on Health, Education, Labor and Pensions (2009-2010), Special Counselor, Office of Senator Edward M. Kennedy (2008-2009), Policy Advisor and Assistant to the Staff Director Senate Committee on Health, Education, Labor and Pensions (2006-2008), Staff Assistant, Office of Senator Edward M. Kennedy (2005-2006). Assistant to the Staff Director Senate Committee on Health, Education, Labor and Pensions (2006-2008), Staff Assistant, Office of Senator Edward M. Kennedy (2005-2006) | HOGAN LOVELLS CADWALADER US LLP (FKA HOGAN LOVELLS US LLP) | 23 | 2021–2026 |
| RICHARD VAN BUREN | Leg. Correspondent, Senator Whitehouse; Assoc. Leg. Assistant, Leg. Assistant, Leg. Counsel, CMS; Health Insurance Specialist, Medicaid; Senior Analyst, CHIP Payment and MACPAC; Health Counsel, Senior Health Counsel, Committee on Energy and Commerce | COZEN O'CONNOR PUBLIC STRATEGIES | 18 | 2024–2026 |
| VARUN JAIN | Dep GC, USDOT; Sr. Counselor to OIRA Admin, OMB; Asst GC, OMB; Extern, OMB; Econ & Legal Fellow, Sen. Whitehouse | K&L GATES, LLP | 5 | 2026 |
| SAMUEL GOODSTEIN | Chief of Staff - Sen. Sheldon Whitehouse (D-RI) | VENN STRATEGIES | 5 | 2021–2025 |
| ROBERT CLARK | Senator Whitehouse | PYXIS PARTNERS, LLC | 2 | 2025 |
| RAVEN GRAF | Legislative correspondent to Senator Sheldon Whitehouse | BOUNDARY STONE PARTNERS | 2 | 2023 |
| CAMERON GREENE | Special Assistant, Sen. Sheldon Whitehouse | AMERICAN TRAFFIC SAFETY SERVICES ASSOCIATION | 1 | 2021–2026 |
| COLLEEN COSTELLO | Office of Senator Sheldon Whitehouse (D-RI)/Legislative Assistant, Associate Legislative Aide, Legislative Correspondent | NATIONAL TREASURY EMPLOYEES UNION | 1 | 2026 |
| KATHLEEN O'NEILL | Legislative Aide, Senator Sheldon Whitehouse (D-RI) | THE UNIVERSITY OF TEXAS AT AUSTIN | 1 | 2022–2025 |
| MICHAEL CHERNIN | Senior Policy Advisor, Legislative Assistant: Sen. Sheldon Whitehouse; Senior Policy Advisor, Legislative Assistant: Rep. Ted Lieu; Foreign Affairs Specialist: Department of Defense | DELL TECHNOLOGIES INC. | 1 | 2025 |
| CHASE KROLL | Senior Counsel, Senate Judiciary Committee, Office of Senator Sheldon Whitehouse (2018-2021), Counsel, Senate Judiciary Committee, Office of Senator Sheldon Whitehouse (2016-2018), Professional Staff Member, Senate Committee on Health, Education, Labor and Pensions (2009-2010), Special Counselor, Office of Senator Edward M. Kennedy (2008-2009), Policy Advisor and Assistant to the Staff Director Senate Committee on Health, Education, Labor and Pensions (2006-2008), Staff Assistant, Office of Senator Edward M. Kennedy (2005-2006). Assistant to the Staff Director Senate Committee on Health, Education, Labor and Pensions (2006-2008), Staff Assistant, Office of Senator Edward M. Kennedy (2005-2006). | HOGAN LOVELLS CADWALADER US LLP (FKA HOGAN LOVELLS US LLP) | 1 | 2024 |
| EOIN MCKENNA | Intern, office of Senator Whitehouse (D-RI); intern, office of Congressman Langevin (D-RI) | THE RABEN GROUP | 1 | 2021–2022 |
| DAVID CARUOLO | Policy Advisor, Associate Legislative Assistant, Legislative Correspondent-Senator Sheldon Whitehouse; Research Aide-Senator Jack Reed | ANHEUSER-BUSCH COMPANIES | 1 | 2021 |
Subcommittees
- Judiciary: Border Security and Immigration
- Environment and Public Works: Chemical Safety, Waste Management, Environmental Justice, and Regulatory Oversight · Ex Officio
- Environment and Public Works: Clean Air, Climate, and Nuclear Innovation and Safety · Ex Officio
- Judiciary: Federal Courts, Oversight, Agency Action, and Federal Rights · Ranking Member
- Environment and Public Works: Fisheries, Water, and Wildlife · Ex Officio
- Finance: Health Care
- Judiciary: Intellectual Property
- Finance: International Trade, Customs, and Global Competitiveness
- Finance: Taxation and IRS Oversight
- Environment and Public Works: Transportation and Infrastructure · Ex Officio
- Judiciary: the Constitution
Holdings and trades
$11.2M – $34.1Mnet worth, 2025 report
1,558trades on their reports
70 of 609trades reported after 45 days
27 daystypical time to report a trade
0reports filed on paper
11filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
AAPL-Apple Inc.
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$1.0M+
NVDA-NVIDIA Corporation
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$1.0M+
NVDA - NVIDIA Corporation - Common Stock
Corporate Securities · Spouse · in Morgan Stanley SEP IRA
$500K+
AMZN-Amazon.com Inc. (NASDAQ)
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$500K+
GOOGL - Alphabet Inc.
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$500K+
MSFT-Microsoft Corporation (NASDAQ)
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$500K+
UNH-UnitedHealth Group Incorporated (NYSE)
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$250K+
V-Visa Inc. (NYSE)
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$250K+
LRCX-Lam Research Corporation
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$250K+
NFLX-Netflix, Inc.
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$250K+
GS-The Goldman Sachs Group, Inc.
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$250K+
HD-The Home Depot, Inc.
Corporate Securities · Self · in Morgan Stanley- Sheldon Whitehouse Family Trust
$250K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| AAPL-Apple Inc. in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $1.0M – $5.0M | Dividends: $2,501 – $5,000 |
| NVDA-NVIDIA Corporation in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $1.0M – $5.0M | Dividends, Capital Gains: $15K – $50K |
| NVDA - NVIDIA Corporation - Common Stock in Morgan Stanley SEP IRA | Corporate Securities | Spouse | $500K – $1.0M | None: $0 – $200 |
| AMZN-Amazon.com Inc. (NASDAQ) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $500K – $1.0M | None: $0 – $200 |
| GOOGL - Alphabet Inc. in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $500K – $1.0M | Dividends: $1,001 – $2,500 |
| MSFT-Microsoft Corporation (NASDAQ) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $500K – $1.0M | Dividends: $5,001 – $15K |
| UNH-UnitedHealth Group Incorporated (NYSE) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $250K – $500K | Dividends: $1,001 – $2,500 |
| V-Visa Inc. (NYSE) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $250K – $500K | Dividends: $1,001 – $2,500 |
| LRCX-Lam Research Corporation in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $250K – $500K | Dividends: $2,501 – $5,000 |
| NFLX-Netflix, Inc. in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $250K – $500K | None: $0 – $200 |
| GS-The Goldman Sachs Group, Inc. in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $250K – $500K | Dividends: $5,001 – $15K |
| HD-The Home Depot, Inc. in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $250K – $500K | Dividends: $5,001 – $15K |
| AAPL - Apple Inc. - Common Stock in Morgan Stanley- Sheldon Whitehouse Tr- 2004 | Corporate Securities | Self | $250K – $500K | Dividends, Capital Gains: $50K – $100K |
| NVDA - NVIDIA Corporation - Common Stock in Morgan Stanley- Sheldon Whitehouse Tr- 2004 | Corporate Securities | Self | $250K – $500K | Dividends, Capital Gains: $15K – $50K |
| AAPL - Apple Inc. - Common Stock in Morgan Stanley-Sandra Whitehouse Tr-2004 | Corporate Securities | Spouse | $250K – $500K | Dividends: $1,001 – $2,500 |
| NVDA - NVIDIA Corporation - Common Stock in Morgan Stanley-Sandra Whitehouse Tr-2004 | Corporate Securities | Spouse | $250K – $500K | Dividends, Capital Gains: $50K – $100K |
| JCAPX - Janus Forty I (NASDAQ) in Morgan Stanley SEP IRA | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| GOOGL - Alphabet Inc. in Morgan Stanley SEP IRA | Corporate Securities | Spouse | $100K – $250K | None: $0 – $200 |
| NFLX - Netflix, Inc. in Morgan Stanley SEP IRA | Corporate Securities | Spouse | $100K – $250K | None: $0 – $200 |
| AMZN-Amazon.com, Inc. in Morgan Stanley SEP IRA | Corporate Securities | Spouse | $100K – $250K | None: $0 – $200 |
| LRCX - Lam Research Corporation in Morgan Stanley SEP IRA | Corporate Securities | Spouse | $100K – $250K | None: $0 – $200 |
| IUGXX - Invesco Premier US Government Money Portfolio IN in Morgan Stanley SEP IRA | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| AXP-American Express Company (NYSE) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $100K – $250K | Dividends: $1,001 – $2,500 |
| DHR - Danaher Corp. (NYSE) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $100K – $250K | Dividends: $201 – $1,000 |
| ORCL-Oracle Corporation (NYSE) in Morgan Stanley- Sheldon Whitehouse Family Trust | Corporate Securities | Self | $100K – $250K | Dividends: $1,001 – $2,500 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
NVIDIA Corporation (NVDA)
2016–2026 · $318K – $1.0M
22 trades
T. Rowe Price Blue Chip Growth Fund Inc. (TRBCX)
2015–2023 · $92K – $505K
22 trades
Gilead Sciences Inc. (GILD)
2015–2017 · $60K – $375K
18 trades
iShares Core MSCI Emerging Markets ETF (IEMG)
2017–2025 · $32K – $305K
18 trades
Vanguard Consumer Staples ETF (VDC)
2015–2024 · $72K – $380K
16 trades
SPDR Select Sector Fund - Industrial (XLI)
2017–2025 · $30K – $275K
16 trades
Pimco Low Duration Income Fund Class I-2 (PFTPX)
2019–2024 · $113K – $470K
15 trades
Facebook, Inc. (FB)
2016–2019 · $57K – $330K
15 trades
Invesco Premier US Government Money Portfolio IN (IUGXX)
2020–2023 · $267K – $755K
14 trades
Tesla, Inc. (TSLA)
2017–2024 · $169K – $585K
14 trades
Their latest 300 of 1,558 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-09-04 | JP Morgan Chase & Co. Common Stock | Sale (Partial) | Self | $15K – $50K | 27 |
| 2026-09-04 | Visa Inc. | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2026-09-04 | Visa Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 27 |
| 2026-09-04 | Analog Devices, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 27 |
| 2026-09-04 | JP Morgan Chase & Co. Common Stock | Sale (Partial) | Spouse | $15K – $50K | 27 |
| 2026-08-13 | Lam Research Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 20 |
| 2026-08-13 | NVIDIA Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 20 |
| 2026-08-13 | NVIDIA Corporation - Common Stock | Sale (Partial) | Self | $15K – $50K | 20 |
| 2026-08-12 | Amgen Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 21 |
| 2026-08-06 | SDZNY- Sandoz Group AG ADR | Sale (Full) | Self | $1,001 – $15K | 27 |
| 2026-07-20 | Lowe's Companies, Inc. Common Stock | Sale (Partial) | Self | $1,001 – $15K | 14 |
| 2026-06-30 | NVIDIA Corporation - Common Stock | Sale (Partial) | Self | $15K – $50K | 8 |
| 2026-06-25 | Micron Technology, Inc. - Common Stock | Purchase | Self | $1,001 – $15K | 13 |
| 2026-06-25 | Coherent Corp. Common Stock | Purchase | Self | $15K – $50K | 13 |
| 2026-06-25 | Crown Castle Inc. Common Stock | Sale (Full) | Self | $1,001 – $15K | 13 |
| 2026-06-24 | Apple Inc. - Common Stock | Sale (Partial) | Spouse | $15K – $50K | 14 |
| 2026-06-24 | Apple Inc. - Common Stock | Sale (Partial) | Self | $15K – $50K | 14 |
| 2026-05-08 | NVIDIA Corporation - Common Stock | Sale (Partial) | Spouse | $100K – $250K | 25 |
| 2026-05-08 | NVIDIA Corporation - Common Stock | Sale (Partial) | Self | $100K – $250K | 25 |
| 2026-05-07 | Oracle Corporation Common Stock | Sale (Partial) | Self | $15K – $50K | 26 |
| 2026-04-13 | JP Morgan Chase & Co. Common Stock | Sale (Partial) | Self | $15K – $50K | 21 |
| 2026-03-30 | PepsiCo, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 9 |
| 2026-02-23 | PepsiCo, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 11 |
| 2026-02-23 | Mastercard Incorporated Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 11 |
| 2026-02-23 | Verizon Communications Inc. Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 11 |
| 2026-02-23 | PepsiCo, Inc. - Common Stock | Sale (Partial) | Self | $1,001 – $15K | 11 |
| 2026-02-23 | Home Depot, Inc. (The) Common Stock | Sale (Full) | Self | $1,001 – $15K | 11 |
| 2026-01-09 | McDonald's Corp | Sale (Full) | Spouse | $15K – $50K | 26 |
| 2026-01-09 | Nvidia Corp | Sale (Partial) | Spouse | $1,001 – $15K | 26 |
| 2026-01-09 | Starbucks Corp | Sale (Full) | Spouse | $1,001 – $15K | 26 |
| 2026-01-09 | Home Depot | Sale (Partial) | Self | $1,001 – $15K | 26 |
| 2026-01-09 | Nvidia Corp | Sale (Partial) | Self | $1,001 – $15K | 26 |
| 2026-01-09 | Starbucks Corp | Sale (Full) | Self | $1,001 – $15K | 26 |
| 2025-12-30 | INCOME FUND OF AMERICA - Class F-2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-30 | ClearBridge International Growth Fund - Class I | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-30 | First Trust NASDAQ Cybersecurity ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-30 | Invesco S&P 500 Quality ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-30 | Spdr(r) Euro Stoxx 50(R) ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-30 | Flaherty & Crumrine Preferred and Income Fund Incorporated | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-30 | The Industrial Select Sector SPDR Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-16 | Nationwide Geneva Small Cap Growth Fund - Institutional Service Class | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-12-16 | FullerThaler Behavioral Small-Cap Growth Fund - Institutional Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-11-21 | Capital Income Builder - Class F-2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-21 | Hershey Foods Corp | Purchase | Self | $1,001 – $15K | 10 |
| 2025-11-21 | Coca-Cola Company | Purchase | Self | $1,001 – $15K | 10 |
| 2025-11-21 | Guardant Health Inc | Purchase | Self | $1,001 – $15K | 10 |
| 2025-10-27 | Progressive Corp | Sale (Full) | Spouse | $15K – $50K | 7 |
| 2025-10-20 | Nvidia Corp | Sale (Partial) | Self | $15K – $50K | 14 |
| 2025-09-15 | VanEck Semiconductor ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2025-09-04 | Microsoft Corp | Sale (Partial) | Self | $15K – $50K | 29 |
| 2025-09-04 | Apple Inc | Sale (Partial) | Self | $15K – $50K | 29 |
| 2025-09-04 | Amgen Inc | Sale (Full) | Self | $1,001 – $15K | 29 |
| 2025-09-04 | Ri Infrastructure BK Safe Drinkin | Sale (Full) | Self | $15K – $50K | 29 |
| 2025-09-04 | Honeywell International Inc | Sale (Full) | Self | $15K – $50K | 29 |
| 2025-09-04 | Nvidia Corp | Sale (Partial) | Self | $15K – $50K | 29 |
| 2025-09-04 | Verizon Communications Inc | Sale (Full) | Self | $1,001 – $15K | 29 |
| 2025-09-04 | Unitedhealth Group Inc | Sale (Full) | Self | $15K – $50K | 29 |
| 2025-08-29 | Artisan High Income Fund - Advisor Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-08-29 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-08-29 | NEW WORLD FUND INC - Class F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-08-28 | The Health Care Select Sector SPDR Fund | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-08-28 | iShares iBoxx $ High Yield Corporate Bond ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2025-08-28 | GQG PARTNERS EMERGING MARKETS EQUITY FUND - Institutional Shares | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-08-28 | Danaher Corp | Sale (Full) | Self | $1,001 – $15K | 6 |
| 2025-08-28 | Kenvue Inc | Sale (Full) | Spouse | $1,001 – $15K | 6 |
| 2025-08-28 | Lam Research Corp | Sale (Partial) | Spouse | $15K – $50K | 6 |
| 2025-08-28 | Unitedhealth Group Inc | Sale (Full) | Spouse | $15K – $50K | 6 |
| 2025-08-08 | Vanguard Small-Cap Value Index Fund - ETF Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-07-29 | INCOME FUND OF AMERICA - Class F-2 | Purchase | Spouse | $15K – $50K | annual |
| 2025-07-29 | The Hartford International Value Fund - Class I | Purchase | Spouse | $15K – $50K | annual |
| 2025-07-29 | Invesco S&P 500 Quality ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-28 | WisdomTree U.S. Quality Dividend Growth Fund | Purchase | Self | $15K – $50K | annual |
| 2025-07-28 | Pacer US Cash Cows 100 ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-28 | iShares Core MSCI Emerging Markets ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-28 | Hartford Schroders International Stock Fund - Class I | Purchase | Spouse | $15K – $50K | annual |
| 2025-07-28 | WisdomTree U.S. Quality Dividend Growth Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-28 | Invesco S&P 500 Quality ETF | Purchase | Spouse | $15K – $50K | annual |
| 2025-07-07 | Nvidia Corp | Sale (Partial) | Spouse | $15K – $50K | 28 |
| 2025-07-03 | Vanguard Financials Index Fund - ETF Shares | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-07-03 | Analog Devices | Sale (Full) | Self | $15K – $50K | 32 |
| 2025-05-05 | FullerThaler Behavioral Small-Cap Equity Fund - Institutional Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-30 | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | Sale (Full) | Self | $15K – $50K | annual |
| 2025-04-29 | Pacer US Cash Cows 100 ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2025-04-29 | iShares iBoxx $ High Yield Corporate Bond ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-04-29 | Estee Lauder Companies | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-04-16 | PIMCO Income Fund - I-2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-16 | ProShares S&P 500 Dividend Aristocrats ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2025-04-16 | Invesco S&P 500 Quality ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-16 | Invesco S&P 500 Quality ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-16 | ProShares S&P 500 Dividend Aristocrats ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-04-14 | Starbucks Corp | Sale (Partial) | Self | $15K – $50K | 29 |
| 2025-04-14 | Apple Inc | Sale (Partial) | Self | $15K – $50K | 29 |
| 2025-04-14 | Nvidia Corp | Sale (Partial) | Spouse | $15K – $50K | 29 |
| 2025-04-11 | Starbucks Corp | Sale (Partial) | Self | $1,001 – $15K | 32 |
| 2025-04-11 | Starbucks Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 32 |
| 2025-04-03 | The Industrial Select Sector SPDR Fund | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-04-03 | Honeywell International Inc | Sale (Full) | Spouse | $15K – $50K | 40 |
| 2025-03-21 | iShares Core MSCI EAFE ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-21 | T. Rowe Price Overseas Stock Fund - T. Rowe Price Overseas Stock Fund-I Class | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-21 | JPMorgan Core Bond Fund - Class R6 | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-21 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-06 | Nvidia Corp | Sale (Partial) | Self | $15K – $50K | 2 |
| 2024-12-31 | MS TP LTD Partnership | Sale (Full) | Self | $15K – $50K | annual |
| 2024-12-20 | Pimco Low Duration Income Fund Class I-2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-12-20 | Metropolitan West Total Return Bond Fd Cl I | Sale (Full) | Self | $15K – $50K | annual |
| 2024-12-20 | Pimco Low Duration Income Fund Class I-2 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-12-19 | Apple Inc | Sale (Partial) | Self | $15K – $50K | 20 |
| 2024-12-19 | Lam Research Corp | Sale (Full) | Self | $15K – $50K | 20 |
| 2024-12-06 | Vanguard Small-Cap Growth ETF | Purchase | Self | $15K – $50K | annual |
| 2024-12-06 | Vanguard FTSE All World Ex US ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2024-12-06 | Vanguard All-World ex-US Shares Index ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-12-06 | Smallcap Growth ETF Vanguard | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-06 | Short-Term Corp Bond Vanguard | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-11-19 | Vanguard High Dividend Yield ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-11-19 | Ri Health & Edl BLDG Corp | Sale (Full) | Spouse | $15K – $50K | 16 |
| 2024-11-19 | Metlife Inc | Sale (Full) | Spouse | $1,001 – $15K | 16 |
| 2024-11-18 | Columbia Dividend Income Fund Class I | Sale (Full) | Self | $15K – $50K | annual |
| 2024-11-18 | Kenvue Inc | Sale (Full) | Self | $1,001 – $15K | 17 |
| 2024-11-15 | American Funds Growth Portfolio Class 529-A | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | SPDR Select Sector Fund - Health Care | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | SPDR Select Sector Fund - Financial | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Vanguard Consumer Staples ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Vanguard Information Tech ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Pimco Income Fund Class I-2 | Purchase | Spouse | $15K – $50K | annual |
| 2024-11-01 | First Trust Nasdaq Cybersecurity ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Vanguard Div Appreciation ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Vanguard High Dividend Yield ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | ProShares S&P 500 Dividend Aristocrats ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | JPM Nasdaq Equity Premium Income ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | ishares Gold Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Clearbridge International Growth Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-30 | Eli Lilly and Company | Purchase | Self | $15K – $50K | 8 |
| 2024-10-29 | Vanguard Financials ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | Mastercard Inc | Sale (Partial) | Self | $1,001 – $15K | 9 |
| 2024-10-29 | Honeywell International Inc | Sale (Partial) | Self | $1,001 – $15K | 9 |
| 2024-10-29 | Verizon Communications Inc | Sale (Partial) | Self | $1,001 – $15K | 9 |
| 2024-10-29 | Starbucks Corp | Sale (Partial) | Self | $1,001 – $15K | 9 |
| 2024-10-29 | Walt Disney Company | Sale (Full) | Spouse | $1,001 – $15K | 9 |
| 2024-10-29 | Mastercard Inc | Sale (Partial) | Spouse | $1,001 – $15K | 9 |
| 2024-10-29 | Verizon Communications Inc | Sale (Partial) | Spouse | $1,001 – $15K | 9 |
| 2024-10-29 | Starbucks Corp | Sale (Partial) | Spouse | $1,001 – $15K | 9 |
| 2024-10-28 | Tesla Inc | Sale (Full) | Self | $15K – $50K | 10 |
| 2024-10-28 | Tesla Inc | Sale (Full) | Spouse | $100K – $250K | 10 |
| 2024-10-22 | Vanguard S&P 500 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-22 | Vanguard Consumer Staples ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-22 | JPM US Equity Premium Income ETF | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-22 | Vanguard High Dividend Yield ETF | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-11 | Tesla Inc | Sale (Partial) | Self | $15K – $50K | 27 |
| 2024-10-08 | Celsius Holdings Inc | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2024-10-08 | Coca-Cola Company | Purchase | Self | $1,001 – $15K | 30 |
| 2024-09-18 | Vanguard High Dividend Yield ETF | Purchase | Joint | $1,001 – $15K | annual |
| 2024-09-17 | SPDR Select Sector Fund - Health Care | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | Columbia Dividend Income Fund Class I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | Vanguard High Dividend Yield ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-09-17 | SPDR Select Sector Fund - Industrial | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-09-17 | Vanguard High Dividend Yield ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-17 | First Trust NASDAQ Clean Edge Smart Grid Infrastru | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-17 | Vanguard All-World ex-US Shares Index ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | Financial ETF Vanguard | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | WisdomTree U.S. Quality Dividend Growth Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | Fullerthaler Behavioral Small-Cap Equity Fund In | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | Nasdaq Smart Grid Infrastructure ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-17 | Amgen Inc | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2024-09-06 | Pimco Funds Total Return Fund Institutional Shar | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-09-06 | PIMCO Enhanced Short Maturity Active Exchange-Trad | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-09-06 | Baird Aggregate Bond Fund Institutional Class | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-09-05 | Nyli Mackay High Yield Corporate Bond Fund Class | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-15 | Snowflake Inc Cl A | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2024-07-30 | SPDR Select Sector Fund - Industrial | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-07-30 | Conagra Brands Inc | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2024-07-30 | Conagra Brands Inc | Sale (Full) | Spouse | $1,001 – $15K | 22 |
| 2024-07-29 | New Perspective Fund Class F-2 Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Walt Disney Company | Sale (Full) | Self | $1,001 – $15K | 27 |
| 2024-07-24 | Vanguard Mid-Cap ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-24 | Touchstone Mid Cap Fund Class R6 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-24 | Jensen Quality Growth Fund - Class Y Shares | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-23 | SPDR Select Sector Fund - Energy Select Sector | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-23 | William Blair Large Cap Growth Fund Class R6 | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-23 | Principal Funds Inc. - Midcap Fund Class R6 | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-23 | Embark Small Cap Equity Fund Retirement Class | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-23 | Embark Commodity Strategy Fund Retirement Class | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-08 | First Trust NASDAQ Clean Edge Smart Grid Infrastru | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-08 | Global Clean Energy Ishares ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-07-05 | First Trust Nasdaq Cybersecurity ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-05 | First Trust NASDAQ Clean Edge Smart Grid Infrastru | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-05 | Fullerthaler Behavioral Small-Cap Equity Fund In | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-05 | Virtus Kar Small-Cap Value Fund I | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-05 | Global X Cloud Computing ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-05 | Global X U.S. Infrastructure Development ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-05 | First Trust NASDAQ Clean Edge Smart Grid Infrastru | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-07-05 | Virtus Kar Small-Cap Growth Fund I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-07-05 | Fullerthaler Behavioral Small-Cap Equity Fund In | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-07-03 | Vanguard Financials ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-03 | McDonald's Corp | Sale (Full) | Self | $1,001 – $15K | 49 |
| 2024-07-03 | Johnson & Johnson | Sale (Full) | Self | $15K – $50K | 49 |
| 2024-07-03 | Johnson & Johnson | Sale (Full) | Spouse | $15K – $50K | 49 |
| 2024-06-27 | Goldman Sachs Group, Inc. (The) Common Stock | Purchase | Self | $1,001 – $15K | 19 |
| 2024-06-21 | Pimco Income Fund Class I-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-06-21 | JPM Nasdaq Equity Premium Income ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-21 | Pimco Low Duration Income Fund Class I-2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-06-13 | Microsoft Corp | Purchase | Self | $1,001 – $15K | 33 |
| 2024-06-13 | Home Depot | Purchase | Self | $1,001 – $15K | 33 |
| 2024-05-10 | Crown Castle Inc | Purchase | Self | $1,001 – $15K | 27 |
| 2024-05-08 | iShares iBoxx $ High Yield Corporate Bond ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-05-08 | Diageo Plc ADR | Sale (Full) | Self | $15K – $50K | 29 |
| 2024-05-07 | ishares Gold Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-07 | Janus Henderson Balanced Fund - I Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-07 | Jpmorgan Equity Premium Income ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-07 | Vanguard All-World ex-US Shares Index ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-07 | PIMCO Active Bond Exchange-Traded Fund Exchange-Tr | Purchase | Spouse | $15K – $50K | annual |
| 2024-04-30 | JP Morgan Chase & Co | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2024-04-19 | T. Rowe Price Overseas Stock Fund - I Class | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-04-18 | iShares Core MSCI EAFE ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-09 | Embark Commodity Strategy Fund Retirement Class | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-09 | Vanguard Consumer Staples ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-04-09 | WisdomTree U.S. Quality Dividend Growth Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-04-09 | Vanguard Small-Cap Value ETF | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-04-09 | Vanguard High Dividend Yield ETF | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-04-09 | Novartis Ag ADR | Sale (Partial) | Self | $1,001 – $15K | 41 |
| 2024-04-09 | Ingersoll Rand Inc | Sale (Full) | Spouse | $1,001 – $15K | 41 |
| 2024-04-09 | Unilever Plc ADR | Sale (Full) | Spouse | $1,001 – $15K | 41 |
| 2024-04-09 | Danaher Corp | Sale (Full) | Spouse | $15K – $50K | 41 |
| 2024-04-09 | RTX Corporation Common Stock | Sale (Full) | Spouse | $15K – $50K | 41 |
| 2024-04-04 | SPDR Gold Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-04 | Pacer US Cash Cows 100 ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-04 | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-22 | SPDR Select Sector Fund - Health Care | Purchase | Self | $15K – $50K | annual |
| 2024-03-22 | Flaherty & Crumrine Preferred Inc | Purchase | Self | $15K – $50K | annual |
| 2024-03-22 | Nasdaq Cybersecurity ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-22 | Pacer US Cash Cows 100 ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-22 | ProShares S&P 500 Dividend Aristocrats ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-22 | Jpmorgan U.S. Equity Premium Income Active ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-22 | Jpmorgan Small Cap Blend Fund Class I | Purchase | Self | $15K – $50K | annual |
| 2024-03-22 | Unilever Plc ADR | Sale (Full) | Self | $1,001 – $15K | 33 |
| 2024-03-13 | Gold Trust Ishares | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-03-13 | Vanguard Div Appreciation ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2024-03-13 | American Balanced Fund Class F-2 Shs | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-03-13 | Comcast Corp A | Sale (Full) | Self | $15K – $50K | 42 |
| 2024-03-04 | Janus Henderson Global Equity Income Fund - I Sh | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-03-04 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-04 | American Funds Inflation Linked Bond Fund - Clas | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-02-23 | Calvert Equity Fund Class I | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-29 | Vanguard Long-Term Bond ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-01-19 | Goldman Sachs Absolute Return Tracker Fund Class | Sale (Full) | Self | $15K – $50K | annual |
| 2024-01-03 | Gold SPDR | Purchase | Self | $1,001 – $15K | annual |
| 2024-01-03 | Pacer US Cash Cows 100 ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-01-03 | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | Self | $1,001 – $15K | annual |
| 2023-12-14 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-14 | Vanguard Small-Cap Growth ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-14 | Invesco Premier US Government Money Portfolio IN | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-12-14 | Eli Lilly and Company | Purchase | Spouse | $1,001 – $15K | 35 |
| 2023-12-14 | Snowflake Inc Cl A | Purchase | Spouse | $1,001 – $15K | 35 |
| 2023-12-11 | Pfizer Inc | Sale (Full) | Self | $1,001 – $15K | 38 |
| 2023-12-07 | Jpmorgan Equity Premium Income ETF | Purchase | Self | $15K – $50K | annual |
| 2023-12-07 | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | Self | $15K – $50K | annual |
| 2023-12-07 | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-07 | Vanguard Div Appreciation ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-07 | Coca-Cola Company | Purchase | Self | $1,001 – $15K | 42 |
| 2023-12-07 | Target Corp | Sale (Full) | Self | $15K – $50K | 42 |
| 2023-11-29 | S&P 500 Industrial Sector SPDR | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-11-29 | Pimco Income Fund Class I-2 | Purchase | Self | $1,001 – $15K | annual |
| 2023-11-29 | Blackrock Floating Rate Income Portfolio - Insti | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-11-29 | Blackrock Floating Rate Income Portfolio - Insti | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-11-29 | Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-11-29 | Veralto Corporation | Sale (Full) | Self | $1,001 – $15K | 8 |
| 2023-11-29 | Veralto Corporation | Sale (Full) | Self | $1,001 – $15K | 8 |
| 2023-11-29 | Veralto Corporation | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2023-11-16 | Kimberly-Clark Corp | Sale (Full) | Self | $50K – $100K | 21 |
| 2023-11-08 | Celsius Holdings Inc | Purchase | Self | $1,001 – $15K | 29 |
| 2023-11-01 | SPDR Portfolio Short Term Treasury ETF | Purchase | Spouse | $15K – $50K | annual |
| 2023-10-19 | Metropolitan West Total Return Bond Fd Plan Cl S | Sale (Full) | Self | $15K – $50K | annual |
| 2023-10-03 | Parnassus Endeavor Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2023-09-20 | Vanguard S&P 500 ETF | Purchase | Self | $15K – $50K | annual |
| 2023-09-20 | SPDR S&P Regional Banking ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-09-20 | Netlease Corporate Real Estate ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-09-20 | SPDR S&P Regional Banking ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-09-20 | Vanguard S&P 500 ETF | Purchase | Self | $15K – $50K | annual |
| 2023-09-20 | Netlease Corporate Real Estate ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-09-20 | SPDR S&P Regional Banking ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-09-20 | Eli Lilly and Company | Purchase | Self | $15K – $50K | 27 |
| 2023-09-20 | Warner Bros. Discovery, Inc. - Series A Common Sto | Sale (Full) | Self | $1,001 – $15K | 27 |
| 2023-09-20 | Block, Inc. Class A Common Stock | Sale (Full) | Self | $1,001 – $15K | 27 |
| 2023-09-20 | Tesla Inc | Purchase | Self | $1,001 – $15K | 27 |
| 2023-09-20 | AT&T Inc | Sale (Full) | Self | $15K – $50K | 27 |
| 2023-09-20 | 3M Company | Sale (Full) | Self | $15K – $50K | 27 |
| 2023-09-20 | Novartis Ag ADR | Purchase | Self | $15K – $50K | 27 |
| 2023-09-20 | Verizon Communications Inc | Purchase | Self | $1,001 – $15K | 27 |
| 2023-09-20 | Kenvue Inc | Purchase | Self | $1,001 – $15K | 27 |
| 2023-09-20 | Ingersoll Rand Inc | Sale (Full) | Self | $1,001 – $15K | 27 |
| 2023-09-20 | Metlife Inc | Sale (Full) | Self | $1,001 – $15K | 27 |
| 2023-09-20 | Intel Corp | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2023-09-20 | Warner Bros. Discovery, Inc. - Series A Common Sto | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2023-09-20 | John Hancock Financial Opportunities Fund Common S | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2023-09-20 | AT&T Inc | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2023-09-20 | Paypal Holdings | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2023-09-20 | Citigroup Inc | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2023-09-19 | Goldman Sachs Gqg Partners International Opportu | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-31 | SPDR Select Sector Fund - Health Care | Purchase | Spouse | $1,001 – $15K | annual |
Financial disclosures
120 reports
To see a report, search efdsearch.senate.gov for the senator's name and the date it was filed; the site doesn't allow links to its reports.
| Filed | Report | Entries |
|---|---|---|
| Oct 1, 2026 | Periodic Transaction Report for 10/01/2026 | 5 |
| Sep 2, 2026 | Periodic Transaction Report for 09/02/2026 | 5 |
| Aug 10, 2026 | Annual Report for Calendar 2025 | 42 |
| Aug 3, 2026 | Periodic Transaction Report for 08/03/2026 | 1 |
| Jul 8, 2026 | Periodic Transaction Report for 07/08/2026 | 6 |
| Jun 2, 2026 | Periodic Transaction Report for 06/02/2026 | 3 |
| May 4, 2026 | Periodic Transaction Report for 05/04/2026 | 1 |
| Apr 8, 2026 | Periodic Transaction Report for 04/08/2026 | 1 |
| Mar 17, 2026 | Annual Report for 2025 Due Date Extension 1 | 0 |
| Mar 6, 2026 | Periodic Transaction Report for 03/06/2026 | 5 |
| Feb 4, 2026 | Periodic Transaction Report for 02/04/2026 | 6 |
| Dec 1, 2025 | Periodic Transaction Report for 12/01/2025 | 3 |
| Nov 3, 2025 | Periodic Transaction Report for 11/03/2025 | 2 |
| Oct 3, 2025 | Periodic Transaction Report for 10/03/2025 | 8 |
| Sep 3, 2025 | Periodic Transaction Report for 09/03/2025 | 4 |
| Aug 12, 2025 | Annual Report for Calendar 2024 | 107 |
| Aug 4, 2025 | Periodic Transaction Report for 08/04/2025 | 2 |
| May 13, 2025 | Periodic Transaction Report for 05/13/2025 | 7 |
| Apr 14, 2025 | Annual Report for 2024 Due Date Extension 1 | 0 |
| Jan 8, 2025 | Periodic Transaction Report for 01/08/2025 | 3 |
| Dec 5, 2024 | Periodic Transaction Report for 12/05/2024 | 3 |
| Nov 7, 2024 | Periodic Transaction Report for 11/07/2024 | 14 |
| Oct 10, 2024 | Periodic Transaction Report for 10/10/2024 | 1 |
| Sep 4, 2024 | Periodic Transaction Report for 09/04/2024 | 1 |
| Aug 21, 2024 | Periodic Transaction Report for 08/21/2024 | 6 |
| Aug 13, 2024 | Annual Report for Calendar 2023 | 98 |
| Jul 16, 2024 | Periodic Transaction Report for 07/16/2024 | 3 |
| Jun 6, 2024 | Periodic Transaction Report for 06/06/2024 | 2 |
| May 20, 2024 | Periodic Transaction Report for 05/20/2024 | 6 |
| Apr 24, 2024 | Periodic Transaction Report for 04/24/2024 | 2 |
| Apr 16, 2024 | Annual Report for 2023 Due Date Extension 1 | 0 |
| Jan 18, 2024 | Periodic Transaction Report for 01/18/2024 | 5 |
| Dec 7, 2023 | Periodic Transaction Report for 12/07/2023 | 5 |
| Oct 17, 2023 | Periodic Transaction Report for 10/17/2023 | 17 |
| Oct 3, 2023 | Periodic Transaction Report for 10/03/2023 | 2 |
| Sep 27, 2023 | Annual Report for Calendar 2022 (Amendment 1) | 135 |
| Aug 14, 2023 | Annual Report for Calendar 2022 | 135 |
| May 17, 2023 | Periodic Transaction Report for 05/17/2023 | 2 |
| Mar 16, 2023 | Annual Report for 2022 Due Date Extension 1 | 0 |
| Dec 30, 2022 | Periodic Transaction Report for 12/30/2022 | 2 |
| Aug 11, 2022 | Annual Report for Calendar 2021 | 120 |
| May 24, 2022 | Periodic Transaction Report for 05/24/2022 | 2 |
| Mar 22, 2022 | Annual Report for 2021 Due Date Extension 1 | 0 |
| Mar 16, 2022 | Periodic Transaction Report for 03/16/2022 | 2 |
| Sep 13, 2021 | Periodic Transaction Report for 09/13/2021 | 4 |
| Aug 10, 2021 | Annual Report for Calendar 2020 | 95 |
| Aug 6, 2021 | Periodic Transaction Report for 11/19/2020 (Amendment 1) | 2 |
| Jul 23, 2021 | Periodic Transaction Report for 07/23/2021 | 1 |
| Jun 6, 2021 | Periodic Transaction Report for 06/06/2021 | 2 |
| Mar 24, 2021 | Annual Report for 2020 Due Date Extension 1 | 0 |
| Mar 1, 2021 | Annual Report for Calendar 2019 (Amendment 1) | 124 |
| Jan 25, 2021 | Periodic Transaction Report for 01/25/2021 | 1 |
| Nov 19, 2020 | Periodic Transaction Report for 11/19/2020 | 2 |
| Oct 27, 2020 | Periodic Transaction Report for 10/27/2020 | 3 |
| Aug 7, 2020 | Annual Report for Calendar 2019 | 124 |
| Aug 7, 2020 | Periodic Transaction Report for 08/07/2020 | 2 |
| May 27, 2020 | Periodic Transaction Report for 05/27/2020 | 10 |
| Apr 14, 2020 | Periodic Transaction Report for 04/14/2020 | 5 |
| Mar 31, 2020 | Periodic Transaction Report for 03/31/2020 | 2 |
| Mar 4, 2020 | Annual Report for 2019 Due Date Extension 1 | 0 |
| Jan 8, 2020 | Periodic Transaction Report for 01/08/2020 | 1 |
| Oct 8, 2019 | Periodic Transaction Report for 10/08/2019 | 4 |
| Aug 12, 2019 | Annual Report for Calendar 2017 (Amendment 2) | 77 |
| Aug 12, 2019 | Annual Report for Calendar 2018 | 87 |
| Jul 18, 2019 | Periodic Transaction Report for 07/18/2019 | 2 |
| Jun 11, 2019 | Periodic Transaction Report for 06/11/2019 | 2 |
| May 8, 2019 | Periodic Transaction Report for 05/08/2019 | 10 |
| Apr 17, 2019 | Periodic Transaction Report for 04/17/2019 | 3 |
| Mar 25, 2019 | Periodic Transaction Report for 03/25/2019 | 7 |
| Feb 27, 2019 | Annual Report for 2018 Due Date Extension 1 | 0 |
| Feb 12, 2019 | Periodic Transaction Report for 02/12/2019 | 1 |
| Jan 10, 2019 | Periodic Transaction Report for 01/10/2019 | 21 |
| Dec 21, 2018 | Periodic Transaction Report for 12/21/2018 | 5 |
| Nov 15, 2018 | Periodic Transaction Report for 11/15/2018 | 3 |
| Oct 22, 2018 | Periodic Transaction Report for 10/22/2018 | 2 |
| Sep 19, 2018 | Annual Report for Calendar 2017 (Amendment 1) | 77 |
| Sep 7, 2018 | Periodic Transaction Report for 09/07/2018 | 8 |
| Aug 13, 2018 | Annual Report for Calendar 2017 | 77 |
| Aug 10, 2018 | Periodic Transaction Report for 08/10/2018 | 1 |
| Aug 7, 2018 | Periodic Transaction Report for 08/07/2018 | 2 |
| Jul 13, 2018 | Periodic Transaction Report for 07/13/2018 | 13 |
| Jun 7, 2018 | Periodic Transaction Report for 06/07/2018 | 12 |
| May 10, 2018 | Periodic Transaction Report for 05/10/2018 | 6 |
| Apr 19, 2018 | Periodic Transaction Report for 04/19/2018 | 3 |
| Mar 7, 2018 | Periodic Transaction Report for 03/07/2018 | 3 |
| Mar 6, 2018 | Annual Report for 2017 Due Date Extension 1 | 0 |
| Feb 13, 2018 | Periodic Transaction Report for 02/13/2018 | 8 |
| Jan 10, 2018 | Periodic Transaction Report for 01/10/2018 | 5 |
| Dec 11, 2017 | Periodic Transaction Report for 12/11/2017 | 8 |
| Oct 12, 2017 | Periodic Transaction Report for 10/12/2017 | 8 |
| Sep 12, 2017 | Periodic Transaction Report for 09/12/2017 | 9 |
| Aug 18, 2017 | Periodic Transaction Report for 08/18/2017 | 11 |
| Aug 11, 2017 | Annual Report for Calendar 2016 | 33 |
| Aug 10, 2017 | Periodic Transaction Report for 05/23/2016 (Amendment 1) | 19 |
| Aug 10, 2017 | Periodic Transaction Report for 08/10/2017 | 3 |
| Jun 8, 2017 | Periodic Transaction Report for 06/08/2017 | 31 |
| May 10, 2017 | Periodic Transaction Report for 05/10/2017 | 9 |
| Apr 17, 2017 | Periodic Transaction Report for 04/17/2017 | 6 |
| Apr 12, 2017 | Annual Report for 2016 Due Date Extension 1 | 0 |
| Mar 15, 2017 | Periodic Transaction Report for 03/15/2017 | 14 |
| Feb 14, 2017 | Periodic Transaction Report for 02/14/2017 | 17 |
| Jan 11, 2017 | Periodic Transaction Report for 01/11/2017 | 7 |
| Dec 12, 2016 | Periodic Transaction Report for 12/12/2016 | 18 |
| Nov 7, 2016 | Periodic Transaction Report for 11/07/2016 | 17 |
| Oct 7, 2016 | Periodic Transaction Report for 10/07/2016 | 17 |
| Sep 9, 2016 | Periodic Transaction Report for 09/09/2016 | 15 |
| Sep 8, 2016 | Annual Report for Calendar 2015 (Amendment 1) | 35 |
| Sep 8, 2016 | Periodic Transaction Report for 02/03/2015 (Amendment 2) | 10 |
| Aug 22, 2016 | Periodic Transaction Report for 08/22/2016 | 14 |
| Aug 11, 2016 | Annual Report for Calendar 2015 | 35 |
| Aug 11, 2016 | Periodic Transaction Report for 02/03/2015 (Amendment 1) | 9 |
| Aug 11, 2016 | Periodic Transaction Report for 09/01/2015 (Amendment 1) | 10 |
| Aug 11, 2016 | Periodic Transaction Report for 01/20/2016 (Amendment 1) | 17 |
| Jun 16, 2016 | Periodic Transaction Report for 12/16/2015 (Amendment 1) | 15 |
| Jun 16, 2016 | Periodic Transaction Report for 06/16/2016 | 20 |
| May 23, 2016 | Periodic Transaction Report for 05/23/2016 | 19 |
| Apr 4, 2016 | Periodic Transaction Report for 04/04/2016 | 11 |
| Mar 25, 2016 | Annual Report for 2015 Due Date Extension 1 | 0 |
| Feb 23, 2016 | Periodic Transaction Report for 02/23/2016 | 12 |
| Jan 20, 2016 | Periodic Transaction Report for 01/20/2016 | 16 |
8 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); 5 fixed by a later amendment, 3 not.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 13, 2018 | 2018-06-28 | T. Rowe Price Overseas Stock I (TROIX) | Outside the year the report covers | Corrected by an amendment: 2017-06-28 |
| Aug 13, 2018 | 2018-07-10 | Eaton Vance Glbl Macro Abs Ret Advtg I (EGRIX) | Outside the year the report covers | Corrected by an amendment: 2017-07-10 |
| Aug 13, 2018 | 2018-07-30 | Eaton Vance Income Fund of Boston I (EIBIX) | Outside the year the report covers | Corrected by an amendment: 2017-03-06 |
| Aug 13, 2018 | 2018-08-25 | JHancock Absolute Return Currency I (JCUIX) | Dated after the report was filed | Corrected by an amendment: 2017-08-25 |
| Aug 11, 2022 | 2022-08-05 | WisdomTree U.S. Quality Dividend Growth Fund (DGRW) | Outside the year the report covers | Never amended |
| Aug 14, 2023 | 2002-12-07 | Vanguard Communication Services ETF (VOX) | Impossible date | Repeated on the amendment |
| Aug 14, 2023 | 2023-07-19 | Ishares Genomics Immunology and Healthcare ETF (IDNA) | Outside the year the report covers | Corrected by an amendment: 2022-08-02 |
| Aug 13, 2024 | 2025-03-31 | JPMorgan Equity Premium Income ETF (JEPI) | Dated after the report was filed | Never amended |