“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
Lazard, Inc. Common StockSELLLAZ$15,001 to $50,00011 dto discloseJefferson Shreve sold $15,001 to $50,000 of Lazard, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Lennar Corporation Class A Common StockSELLLEN$15,001 to $50,00011 dto discloseJefferson Shreve sold $15,001 to $50,000 of Lennar Corporation.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
LGI Homes, Inc. - Common StockBUYLGIH$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of LGI Homes, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Littelfuse, Inc. - Common StockSELLLFUS$15,001 to $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of Littelfuse, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Marathon Petroleum Corporation Common StockBUYMPC$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of Marathon Petroleum Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Marvell Technology, Inc. - Common StockSELLMRVL$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Marvell Technology, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
McDonald's Corporation Common StockBUYMCD$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of McDonald's Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Newmont CorporationBUYNEM$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Newmont Corporation.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Nike, Inc. Common StockSELLNKE$15,001 to $50,00011 dto discloseJefferson Shreve sold $15,001 to $50,000 of Nike, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Norfolk Southern Corporation Common StockBUYNSC$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of Norfolk Southern Corporation.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Nucor Corporation Common StockSELLNUE$15,001 to $50,00011 dto discloseJefferson Shreve sold $15,001 to $50,000 of Nucor Corporation.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Nucor Corporation Common StockBUYNUE$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of Nucor Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
nVent Electric plc Ordinary SharesSELLNVT$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of nVent Electric plc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
NVIDIA Corporation - Common StockSELLNVDA$100,001 to $250,00011 dto discloseJefferson Shreve sold $100,001 to $250,000 of NVIDIA Corporation, a partial sale.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Oracle Corporation Common StockBUYORCLOn chain$15,001 to $50,00037 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Oracle Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
PayPal Holdings, Inc. - Common StockSELLPYPL$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of PayPal Holdings, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Prudential Financial, Inc. Common StockBUYPRU$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Prudential Financial, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Quanta Services, Inc. Common StockBUYPWR$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of Quanta Services, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Rapid7, Inc. - Common StockBUYRPD$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of Rapid7, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
RLI Corp. Common StockSELLRLI$15,001 to $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of RLI Corp., a partial sale.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ross Stores, Inc. - Common StockSELLROST$15,001 to $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of Ross Stores, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Schlumberger N.V. Common StockBUYSLB$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Schlumberger N.V.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Schneider National, Inc. Common StockSELLSNDR$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Schneider National, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
ServiceNow, Inc. Common StockSELLNOW$50,001 to $100,00011 dto discloseJefferson Shreve sold $50,001 to $100,000 of ServiceNow, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Simon Property Group, Inc. Common StockSELLSPG$50,001 to $100,00011 dto discloseJefferson Shreve sold $50,001 to $100,000 of Simon Property Group, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Stryker Corporation Common StockSELLSYK$50,001 to $100,00029 dto discloseJefferson Shreve sold $50,001 to $100,000 of Stryker Corporation, a partial sale.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Synopsys, Inc. - Common StockSELLSNPS$15,001 to $50,00029 dto discloseJefferson Shreve sold $15,001 to $50,000 of Synopsys, Inc.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Sysco Corporation Common StockSELLSYY$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Sysco Corporation, a partial sale.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Target Corporation Common StockBUYTGT$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of Target Corporation.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Texas Instruments Incorporated - Common StockBUYTXN$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Texas Instruments Incorporated.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Texas Instruments Incorporated - Common StockBUYTXN$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of Texas Instruments Incorporated.
Disclosed 11 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 $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of The Carlyle Group Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
The Trade Desk, Inc. - Class A Common StockBUYTTD$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of The Trade Desk, Inc.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Trane Technologies plcSELLTT$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Trane Technologies plc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Transdigm Group Incorporated Common StockBUYTDG$15,001 to $50,00037 dto discloseJefferson Shreve bought $15,001 to $50,000 of Transdigm Group Incorporated.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
United Community Banks, Inc. Common StockBUYUCB$15,001 to $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of United Community Banks, Inc.
Disclosed 11 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 $50,00011 dto discloseJefferson Shreve bought $15,001 to $50,000 of UnitedHealth Group Incorporated.
Disclosed 11 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Valero Energy Corporation Common StockBUYVLO$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Valero Energy Corporation.
Disclosed 29 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Vaxcyte, Inc. - Common StockSELLPCVX$15,001 to $50,00037 dto discloseJefferson Shreve sold $15,001 to $50,000 of Vaxcyte, Inc.
Disclosed 37 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Vertex Pharmaceuticals Incorporated - Common StockBUYVRTX$15,001 to $50,00029 dto discloseJefferson Shreve bought $15,001 to $50,000 of Vertex Pharmaceuticals Incorporated.
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.
