“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
Transdigm Group Incorporated Common StockBUYTDG$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Transdigm Group Incorporated.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Uber Technologies, Inc. Common StockBUYUBER$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Uber Technologies, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
United Parcel Service, Inc. Common StockBUYUPSOn chain$50,001 to $100,00031 dto discloseCopyJefferson Shreve bought $50,001 to $100,000 of United Parcel Service, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
United Parcel Service, Inc. Common StockSELLUPS$15,001 to $50,00021 dto discloseJefferson Shreve sold $15,001 to $50,000 of United Parcel Service, Inc., a partial sale.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
UnitedHealth Group Incorporated Common StockBUYUNH$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of UnitedHealth Group Incorporated.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Valero Energy Corporation Common StockSELLVLO$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Valero Energy Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Visa Inc.SELLV$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Visa Inc., a partial sale.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Vistra Corp. Common StockSELLVST$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Vistra Corp.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Walmart Inc. Common StockBUYWMT$15,001 to $50,00027 dto discloseJefferson Shreve bought $15,001 to $50,000 of Walmart Inc.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Walt Disney CompanySELLDIS$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Walt Disney Company, a partial sale.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Western Digital Corporation - Common StockBUYWDC$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of Western Digital Corporation.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Weyerhaeuser Company Common StockSELLWY$15,001 to $50,00027 dto discloseJefferson Shreve sold $15,001 to $50,000 of Weyerhaeuser Company.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Workday, Inc. - Class A Common StockBUYWDAY$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Workday, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Zoetis Inc. Class A Common StockBUYZTS$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Zoetis Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Zoetis Inc. Class A Common StockSELLZTS$15,001 to $50,00021 dto discloseJefferson Shreve sold $15,001 to $50,000 of Zoetis Inc., a partial sale.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Accenture plc Class A Ordinary SharesSELLACN$15,001 to $50,00011 dto discloseJefferson Shreve sold $15,001 to $50,000 of Accenture plc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Advanced Micro Devices, Inc.BUYAMDOn chain$50,001 to $100,00011 dto discloseCopyJefferson Shreve bought $50,001 to $100,000 of Advanced Micro Devices, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Advanced Micro Devices, Inc.BUYAMDOn chain$15,001 to $50,00037 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Advanced Micro Devices, Inc.
Disclosed 37 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 $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of Agilent Technologies, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Air Products and Chemicals, Inc. Common StockSELLAPD$15,001 to $50,00011 dto discloseJefferson Shreve sold $15,001 to $50,000 of Air Products and Chemicals, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Akamai Technologies, Inc. - Common StockBUYAKAM$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of Akamai Technologies, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
American Express Company Common StockSELLAXP$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of American Express Company, a partial sale.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
American International Group, Inc. New Common StockBUYAIG$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of American International Group, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Analog Devices, Inc. - Common StockSELLADI$50,001 to $100,00037 dto discloseJefferson Shreve sold $50,001 to $100,000 of Analog Devices, Inc., a partial sale.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Analog Devices, Inc. - Common StockBUYADI$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of Analog Devices, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Aon plc Class A Ordinary SharesBUYAON$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Aon plc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Apple Inc. - Common StockBUYAAPLOn chain$15,001 to $50,00011 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Apple Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Applied Materials, Inc. - Common StockBUYAMAT$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Applied Materials, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Applovin Corporation - Class A Common StockSELLAPP$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Applovin Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ares Management Corporation Class A Common StockSELLARES$15,001 to $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of Ares Management Corporation.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Arista Networks, Inc. Common StockSELLANET$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Arista Networks, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Autodesk, Inc. - Common StockSELLADSK$15,001 to $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of Autodesk, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Axon Enterprise, Inc. - Common StockBUYAXON$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of Axon Enterprise, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ball Corporation Common StockBUYBALL$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of Ball Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Becton, Dickinson and Company Common StockSELLBDX$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Becton, Dickinson and Company.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
BlackRock, Inc. Common StockBUYBLK$50,001 to $100,00011 dto discloseJefferson Shreve bought $50,001 to $100,000 of BlackRock, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Block, Inc. Class A Common Stock,BUYXYZ$50,001 to $100,00011 dto discloseJefferson Shreve bought $50,001 to $100,000 of Block, Inc. Class A Common Stock,.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Broadcom Inc. - Common StockBUYAVGOOn chain$15,001 to $50,00029 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Broadcom Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Buckle, Inc.SELLBKE$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Buckle, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Caesars Entertainment, Inc. - Common StockBUYCZR$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Caesars Entertainment, Inc.
Disclosed 29 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.
