“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026.
Disclosed 17 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $1,000,001 to $5,000,000 of Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026.
Disclosed 17 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve sold $5,000,001 to $25,000,000 of Brighthouse Buffered Annuity Russell 2000 Cap Rate.
Disclosed 33 days after the trade. That is legal.
Filer's description: Buffered Indexed Annuity Exchange
Sits on: Committee on Appropriations
Jefferson Shreve sold $5,000,001 to $25,000,000 of Brighthouse Buffered Annuity S&P 500 Trigger Rate.
Disclosed 33 days after the trade. That is legal.
Filer's description: Buffered Indexed Annuity Exchange
Sits on: Committee on Appropriations
Jefferson Shreve bought $1,000,001 to $5,000,000 of Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index.
Disclosed 25 days after the trade. That is legal.
Filer's description: Buffered Indexed Annuity Exchange
Sits on: Committee on Appropriations
Jefferson Shreve bought $1,000,001 to $5,000,000 of Prudential RILA - 10% Buffer 3-year S&P 500 Index.
Disclosed 25 days after the trade. That is legal.
Filer's description: Buffered Indexed Annuity Exchange
Sits on: Committee on Appropriations
Jefferson Shreve bought $1,000,001 to $5,000,000 of Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate.
Disclosed 25 days after the trade. That is legal.
Filer's description: Buffered Indexed Annuity Exchange
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 3-year auto callable buffer note.
Disclosed 3 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 3-year one-time callable barrier note.
Disclosed 3 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 3-year auto callable buffer note.
Disclosed 2 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index.
Disclosed 3 days after the trade. That is legal.
Filer's description: Buffered Index Annuity
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 3-year auto callable buffer note.
Disclosed 1 day after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of Prudential RILA - 10% Buffer 3-year S&P 500 Index.
Disclosed 2 days after the trade. That is legal.
Filer's description: Buffered Index Annuity
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 3-year auto callable buffer note.
Disclosed the day of the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate.
Disclosed 1 day after the trade. That is legal.
Filer's description: Buffered Index Annuity
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of Bank of Montreal 13-Month Digital Buffer Note.
Disclosed 31 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
Jefferson Shreve bought $5,000,001 to $25,000,000 of JP Morgan 5 year Barrier Note INDU/NDX/RTY.
Disclosed 31 days after the trade. That is legal.
Filer's description: Structured Note
Sits on: Committee on Appropriations
3M Company Common StockSELLMMM$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of 3M Company.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Abbott Laboratories Common StockSELLABT$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Abbott Laboratories.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Adobe Inc. - Common StockSELLADBE$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Adobe Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Adobe Inc. - Common StockBUYADBE$15,001 to $50,00045 dto discloseJefferson Shreve bought $15,001 to $50,000 of Adobe Inc.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Advanced Micro Devices, Inc.SELLAMD$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Advanced Micro Devices, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Advanced Micro Devices, Inc. - Common StockBUYAMDOn chain$15,001 to $50,00045 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Advanced Micro Devices, Inc.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Agilent Technologies, Inc. Common StockSELLA$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Agilent Technologies, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Akamai Technologies, Inc. - Common StockSELLAKAM$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Akamai Technologies, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Albemarle Corporation Common StockSELLALB$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Albemarle Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Alnylam Pharmaceuticals, Inc. - Common StockSELLALNY$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Alnylam Pharmaceuticals, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Alphabet Inc. - Class A Common StockSELLGOOGL$100,001 to $250,00041 dto discloseJefferson Shreve sold $100,001 to $250,000 of Alphabet Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Alphabet Inc. - Class C Capital StockSELLGOOG$100,001 to $250,00041 dto discloseJefferson Shreve sold $100,001 to $250,000 of Alphabet Inc. - Class C Capital Stock.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Amazon.com, Inc. - Common StockSELLAMZN$250,001 to $500,00041 dto discloseJefferson Shreve sold $250,001 to $500,000 of Amazon.com, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
American Eagle Outfitters, Inc. Common StockBUYAEO$15,001 to $50,00045 dto discloseJefferson Shreve bought $15,001 to $50,000 of American Eagle Outfitters, Inc.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
American Eagle Outfitters, Inc. Common StockSELLAEO$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of American Eagle Outfitters, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
American Express Company Common StockSELLAXP$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of American Express Company.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
American Express Company Common StockBUYAXP$15,001 to $50,00045 dto discloseJefferson Shreve bought $15,001 to $50,000 of American Express Company.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
American International Group, Inc. New Common StockSELLAIG$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of American International Group, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
American Tower CorporationSELLAMT$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of American Tower Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
American Water Works Company, Inc. Common StockSELLAWK$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of American Water Works Company, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Amgen Inc. - Common StockSELLAMGN$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Amgen Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Analog Devices, Inc. - Common StockSELLADI$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Analog Devices, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Aon plc Class A Ordinary SharesSELLAON$15,001 to $50,00045 dto discloseJefferson Shreve sold $15,001 to $50,000 of Aon plc.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
| Month | Buys | Sells | Exchanges |
|---|---|---|---|
| Jun 2024 | 0 | 0 | 0 |
| Jul 2024 | 0 | 0 | 0 |
| Aug 2024 | 0 | 0 | 0 |
| Sep 2024 | 0 | 0 | 0 |
| Oct 2024 | 0 | 0 | 0 |
| Nov 2024 | 0 | 0 | 0 |
| Dec 2024 | 0 | 0 | 0 |
| Jan 2025 | 1 | 0 | 0 |
| Feb 2025 | 35 | 29 | 2 |
| Mar 2025 | 61 | 53 | 0 |
| Apr 2025 | 69 | 73 | 0 |
| May 2025 | 24 | 270 | 0 |
| Jun 2025 | 0 | 0 | 0 |
| Jul 2025 | 0 | 0 | 0 |
| Aug 2025 | 0 | 0 | 0 |
| Sep 2025 | 0 | 0 | 0 |
| Oct 2025 | 0 | 0 | 0 |
| Nov 2025 | 2 | 0 | 0 |
| Dec 2025 | 8 | 0 | 0 |
| Jan 2026 | 0 | 0 | 0 |
| Feb 2026 | 3 | 2 | 0 |
| Mar 2026 | 0 | 0 | 0 |
| Apr 2026 | 0 | 0 | 0 |
| May 2026 | 2 | 0 | 0 |
As declared in the Owner column of each report.
