“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
Morgan Stanley Common StockSELLMS$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Morgan Stanley.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Netflix, Inc. - Common StockBUYNFLXOn chain$15,001 to $50,00027 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Netflix, Inc.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
NextEra Energy, Inc. Common StockBUYNEE$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of NextEra Energy, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Norfolk Southern Corporation Common StockSELLNSC$15,001 to $50,00027 dto discloseJefferson Shreve sold $15,001 to $50,000 of Norfolk Southern Corporation.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
NVIDIA Corporation - Common StockSELLNVDA$50,001 to $100,00031 dto discloseJefferson Shreve sold $50,001 to $100,000 of NVIDIA Corporation, a partial sale.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Occidental Petroleum Corporation Common StockSELLOXY$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Occidental Petroleum Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Oracle Corporation Common StockSELLORCL$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Oracle Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Palo Alto Networks, Inc.SELLPANW$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Palo Alto Networks, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
PayPal Holdings, Inc. - Common StockBUYPYPL$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of PayPal Holdings, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Jefferson Shreve sold $1,001 to $15,000 of Pembroke Pines FL Cap Impt Re 5.000.
Disclosed 24 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Pepsico, Inc.BUYPEP$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Pepsico, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Pfizer, Inc. Common StockSELLPFE$15,001 to $50,00027 dto discloseJefferson Shreve sold $15,001 to $50,000 of Pfizer, Inc.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Phillips 66 Common StockBUYPSX$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Phillips 66.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Prologis, Inc. Common StockSELLPLD$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Prologis, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
QUALCOMM Incorporated - Common StockSELLQCOM$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of QUALCOMM Incorporated.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Rapid7, Inc. - Common StockBUYRPD$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Rapid7, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Regeneron Pharmaceuticals, Inc. - Common StockSELLREGN$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Regeneron Pharmaceuticals, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Repligen Corporation - Common StockSELLRGEN$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Repligen Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ross Stores, Inc. - Common StockBUYROST$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of Ross Stores, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Royal Gold, Inc. - Common StockBUYRGLD$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Royal Gold, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
S&P Global Inc. Common StockBUYSPGI$50,001 to $100,00021 dto discloseJefferson Shreve bought $50,001 to $100,000 of S&P Global Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Salesforce, Inc. Common StockSELLCRM$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Salesforce, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Sandisk Corporation - Common StockSELLSNDK$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Sandisk Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Schlumberger N.V. Common StockSELLSLB$15,001 to $50,00027 dto discloseJefferson Shreve sold $15,001 to $50,000 of Schlumberger N.V.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Schneider National, Inc. Common StockBUYSNDR$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Schneider National, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Spotify Technology S.A. Ordinary SharesBUYSPOT$15,001 to $50,00027 dto discloseJefferson Shreve bought $15,001 to $50,000 of Spotify Technology S.A.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Stag Industrial, Inc. Common StockBUYSTAG$50,001 to $100,00031 dto discloseJefferson Shreve bought $50,001 to $100,000 of Stag Industrial, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Stag Industrial, Inc. Common StockSELLSTAG$50,001 to $100,00027 dto discloseJefferson Shreve sold $50,001 to $100,000 of Stag Industrial, Inc., a partial sale.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Stag Industrial, Inc. Common StockSELLSTAG$15,001 to $50,00021 dto discloseJefferson Shreve sold $15,001 to $50,000 of Stag Industrial, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Starbucks Corporation - Common StockSELLSBUX$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Starbucks Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Stryker Corporation Common StockBUYSYK$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of Stryker Corporation.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Synopsys, Inc. - Common StockBUYSNPS$50,001 to $100,00021 dto discloseJefferson Shreve bought $50,001 to $100,000 of Synopsys, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Target Corporation Common StockSELLTGT$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Target Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Texas Instruments Incorporated - Common StockBUYTXN$50,001 to $100,00031 dto discloseJefferson Shreve bought $50,001 to $100,000 of Texas Instruments Incorporated.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
The Carlyle Group Inc. - Common StockBUYCG$50,001 to $100,00031 dto discloseJefferson Shreve bought $50,001 to $100,000 of The Carlyle Group Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
The Carlyle Group Inc. - Common StockSELLCG$15,001 to $50,00021 dto discloseJefferson Shreve sold $15,001 to $50,000 of The Carlyle Group Inc., a partial sale.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
The Trade Desk, Inc. - Class A Common StockSELLTTD$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of The Trade Desk, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Thermo Fisher Scientific Inc Common StockSELLTMO$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Thermo Fisher Scientific Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
TJX Companies, Inc.BUYTJX$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of TJX Companies, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Trane Technologies plcBUYTT$50,001 to $100,00031 dto discloseJefferson Shreve bought $50,001 to $100,000 of Trane Technologies plc.
Disclosed 31 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.
