“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
Intuit Inc. - Common StockSELLINTU$15,001 to $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of Intuit Inc., a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
ITT Inc. Common StockSELLITT$50,001 to $100,00013 dto discloseJefferson Shreve sold $50,001 to $100,000 of ITT Inc., a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Johnson & Johnson Common StockBUYJNJOn chain$15,001 to $50,00013 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Johnson & Johnson.
Disclosed 13 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 $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of Lennar Corporation, a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Linde plc - Ordinary SharesSELLLIN$15,001 to $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of Linde plc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Lowe's Companies, Inc. Common StockBUYLOW$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Lowe's Companies, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Merck & Company, Inc. Common StockBUYMRK$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Merck & Company, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Microsoft Corporation - Common StockSELLMSFT$50,001 to $100,00013 dto discloseJefferson Shreve sold $50,001 to $100,000 of Microsoft Corporation, a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
MicroStrategy Incorporated - Class A Common StockBUYMSTR$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of MicroStrategy Incorporated.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Millrose Properties, Inc. Class A Common StockEXCHANGEMRP$1,001 to $15,00013 dto discloseJefferson Shreve exchanged $1,001 to $15,000 of Millrose Properties, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Millrose Properties, Inc. Class A Common StockSELLMRP$1,001 to $15,00013 dto discloseJefferson Shreve sold $1,001 to $15,000 of Millrose Properties, Inc.
Disclosed 13 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 $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of Norfolk Southern Corporation.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
nVent Electric plc Ordinary SharesBUYNVT$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of nVent Electric plc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
NVIDIA Corporation - Common StockBUYNVDAOn chain$15,001 to $50,00013 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of NVIDIA Corporation.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Occidental Petroleum Corporation Common StockBUYOXY$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Occidental Petroleum Corporation.
Disclosed 13 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 $50,00013 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Oracle Corporation.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Pfizer, Inc. Common StockBUYPFE$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Pfizer, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Primerica, Inc. Common StockSELLPRI$15,001 to $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of Primerica, Inc., a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Procter & Gamble CompanySELLPG$50,001 to $100,00013 dto discloseJefferson Shreve sold $50,001 to $100,000 of Procter & Gamble Company, a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Prologis, Inc. Common StockBUYPLD$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Prologis, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
PulteGroup, Inc. Common StockBUYPHM$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of PulteGroup, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
QUALCOMM Incorporated - Common StockBUYQCOMOn chain$15,001 to $50,00013 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of QUALCOMM Incorporated.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Quanta Services, Inc. Common StockSELLPWR$50,001 to $100,00013 dto discloseJefferson Shreve sold $50,001 to $100,000 of Quanta Services, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Rapid7, Inc. - Common StockSELLRPD$15,001 to $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of Rapid7, Inc.
Disclosed 13 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 $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Royal Gold, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
RTX Corporation Common StockBUYRTX$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of RTX Corporation.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Sandisk Corporation - Common StockEXCHANGESNDK$1,001 to $15,00013 dto discloseJefferson Shreve exchanged $1,001 to $15,000 of Sandisk Corporation.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Sherwin-Williams CompanyBUYSHW$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Sherwin-Williams Company.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
The Cigna Group Common StockBUYCI$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of The Cigna Group.
Disclosed 13 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$1,001 to $15,00013 dto discloseJefferson Shreve sold $1,001 to $15,000 of The Trade Desk, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
TJX Companies, Inc.SELLTJX$15,001 to $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of TJX Companies, Inc., a partial sale.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Union Pacific Corporation Common StockBUYUNP$15,001 to $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Union Pacific Corporation.
Disclosed 13 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 $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of United Parcel Service, Inc.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
UnitedHealth Group Incorporated Common StockSELLUNH$15,001 to $50,00013 dto discloseJefferson Shreve sold $15,001 to $50,000 of UnitedHealth Group Incorporated.
Disclosed 13 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 $50,00013 dto discloseJefferson Shreve bought $15,001 to $50,000 of Vertex Pharmaceuticals Incorporated.
Disclosed 13 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Jefferson Shreve bought $15,001 to $50,000 of Comcast 6.50% maturing 11/15/35.
Disclosed 27 days after the trade. That is legal.
Filer's description: Part of monthly 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.
