Sheldon Whitehouse
Sheldon Whitehouse Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2023, filed August 13, 2024. Includes 332 assets and 3 liabilities.
Est. Net Worth
$14.9M
2023 annual disclosure
Total Assets
$8.2M - $21.6M
332 assets
Total Liabilities
$0
3 liabilities
Total Trades
787
From PTR filings
Trade Volume
$12.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2023 | $14.9M |
| 2024 | $21.4M |
| 2025 | $23.2M |
Assets by Category
Bank & Cash$175K (1)
Other$0 (15)
Top Stock Holdings (from trades)
All Assets (332)
| Asset | Value |
|---|---|
Morgan Stanley SEP IRA | N/A |
Morgan Stanley- IRA | N/A |
Morgan Stanley-IRA | N/A |
Morgan Stanley- Sheldon Whitehouse Family Trust | N/A |
Morgan Stanley [1] | N/A |
Morgan Stanley [3] | N/A |
MS TP Ltd Partnership Tab Products (Mayville, WI) | N/A |
Helen Chase Rand Residual Trust | N/A |
Rita D Sellar GST Exempt Trust | N/A |
H Yale TW Dolan Trust | N/A |
Sarah B TD Dolan Trust | N/A |
Thomas Dolan Trust | N/A |
Bank of America Newport, RI | $100,001 - $250,000 |
Morgan Stanley- Sheldon Whitehouse Tr- 2004 | N/A |
Morgan Stanley-Sandra Whitehouse Tr-2004 | N/A |
vcVCSP/COLLEGEAMERICA SANDRA WHITEHOUSE | N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| 1 | other | N/A |
| 2 | other | N/A |
| 3 | other | N/A |
Trading Sector Allocation (from PTR trades)
Industrials$1.4M
Consumer Defensive$925K
Consumer Cyclical$1.3M
Technology$1.5M
Services$154K
Utilities$81K
Communication Services$863K
Financial Services$950K
Healthcare$1.4M
Manufacturing$64K
Energy$262K
Retail Trade$114K
Real Estate$178K
Banking$154K
Basic Materials$16K
Insurance$146K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).