George Whitesides portrait
House

George Whitesides

Democratic · CA · District 27

Official website ↗
Transactions
170
Total transactions associated with this filer
Disclosed purchases
176
$0 – $0
Average modeled return
-14.7%
1 modeled purchases
Average vs. S&P 500
-103.5%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

MARKET ANALYSIS

Modeled purchase performance · Since purchase

TickerAssetEntryLatestModeled returnS&P 500Relative
TLT
F ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Investment account L oCaTIoN : US D ESCRIPTIoN : PUT 500 SH TLT
Apr 25, 2016Sep 18, 2026-14.7%+88.9%-103.5%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 7 · 170 total transactions

TickerAssetDateTypeDisclosed amountSource
PL
Planet Labs PBC Class A Common Stock (PL)
Mar 27, 2025Sale$50.0K – $100.0KFiling ↗
NFLX
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Netflix, Inc. - Common Stock (NFLX)
Mar 27, 2025Sale$100.0K – $250.0KFiling ↗
INVA
SP Innoviva, Inc. - Common Stock (INVA)
Mar 25, 2025Sale$250.0K – $500.0KFiling ↗
MSFT
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Microsoft Corporation - Common Stock (MSFT)
Mar 24, 2025Sale$250.0K – $500.0KFiling ↗
MCD
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. McDonald's Corporation Common Stock (MCD)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
MMC
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Marsh & McLennan Companies, Inc. Common Stock (MMC)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
MDT
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Medtronic plc. Ordinary Shares (MDT)
Mar 24, 2025Sale$50.0K – $100.0KFiling ↗
JPM
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. JP Morgan Chase & Co. Common Stock (JPM)
Mar 24, 2025Sale$50.0K – $100.0KFiling ↗
KO
S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Coca-Cola Company (KO)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
CB
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Chubb Limited Common Stock (CB)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
INTC
F S : New S O : Loretta Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Intel Corporation - Common Stock (INTC)
Mar 24, 2025Sale$15.0K – $50.0KFiling ↗
AEP
American Electric Power Company, Inc. (AEP)
Mar 24, 2025Sale$15.0K – $50.0KFiling ↗
INVA
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Innoviva, Inc. - Common Stock (INVA)
Mar 24, 2025Sale$50.0K – $100.0KFiling ↗
LMT
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Lockheed Martin Corporation Common Stock (LMT)
Mar 24, 2025Sale$50.0K – $100.0KFiling ↗
HD
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Home Depot, Inc. (HD)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
DIS
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Walt Disney Company (DIS)
Mar 24, 2025Sale$15.0K – $50.0KFiling ↗
NEE
F S : New S O : Hummingbird Circle Trust D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. NextEra Energy, Inc. Common Stock (NEE)
Mar 24, 2025Sale$50.0K – $100.0KFiling ↗
LIN
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Linde plc - Ordinary Shares (LIN)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
C
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Citigroup, Inc. Common Stock (C)
Mar 24, 2025Sale$15.0K – $50.0KFiling ↗
JNJ
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Johnson & Johnson Common Stock (JNJ)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
NVS
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Novartis AG Common Stock (NVS)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
DEO
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Diageo plc Common Stock (DEO)
Mar 24, 2025Sale$15.0K – $50.0KFiling ↗
CMCSA
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Comcast Corporation - Class A Common Stock (CMCSA)
Mar 24, 2025Sale$50.0K – $100.0KFiling ↗
BAC
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Bank of America Corporation Common Stock (BAC)
Mar 24, 2025Sale$15.0K – $50.0KFiling ↗
PG
F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Procter & Gamble Company (PG)
Mar 24, 2025Sale$100.0K – $250.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
202591163040UNPARSEDFiling ↗
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.