“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
Jefferson Shreve sold $50,001 to $100,000 of PNC Finl Svc 6.875 10/20/34 '33 FRN.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $1,001 to $15,000 of Port Tacoma Wash Rev 4.0000 2025- 12-01.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Primerica, Inc. Common StockSELLPRI$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Primerica, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Procter & Gamble CompanySELLPG$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Procter & Gamble Company.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Progressive CorporationSELLPGR$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Progressive Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Prudential Financial, Inc. Common StockSELLPRU$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Prudential Financial, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
PulteGroup, Inc. Common StockSELLPHM$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of PulteGroup, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Quanta Services, Inc. Common StockSELLPWR$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Quanta Services, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Rapid7, Inc. - Common StockSELLRPD$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Rapid7, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Realty Income Corporation Common StockSELLO$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Realty Income Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
RLI Corp. Common StockSELLRLI$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of RLI Corp.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Ross Stores, Inc. - Common StockSELLROST$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Ross Stores, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Royal Caribbean Cruises Ltd. Common StockSELLRCL$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Royal Caribbean Cruises Ltd.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Royal Gold, Inc. - Common StockSELLRGLD$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Royal Gold, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
RTX Corporation Common StockSELLRTX$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of RTX Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Rush Enterprises, Inc. - Class B Common StockSELLRUSHB$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Rush Enterprises, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
S&P Global Inc. Common StockSELLSPGI$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of S&P Global Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Salesforce, Inc. Common StockSELLCRM$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Salesforce, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Salesforce, Inc. Common StockBUYCRMOn chain$15,001 to $50,00045 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Salesforce, Inc.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
SBA Communications Corporation - Class A Common StockSELLSBAC$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of SBA Communications Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Schneider National, Inc. Common StockSELLSNDR$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Schneider National, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $1,001 to $15,000 of Sherman Tex 5.0000 2025-08-15.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Sherwin-Williams CompanySELLSHW$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Sherwin-Williams Company.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Snowflake Inc. Class A Common StockSELLSNOW$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Snowflake Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $1,001 to $15,000 of South Jordan Utah Sales Tax Rev 5.00 2028-8-15.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $15,001 to $50,000 of Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Spotify Technology S.A. Ordinary SharesSELLSPOT$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Spotify Technology S.A.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $15,001 to $50,000 of Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Stryker Corporation Common StockSELLSYK$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Stryker Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Synopsys, Inc. - Common StockSELLSNPS$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Synopsys, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Sysco Corporation Common StockSELLSYY$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Sysco Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Take-Two Interactive Software, Inc. - Common StockSELLTTWO$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Take-Two Interactive Software, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Tesla, Inc. - Common StockSELLTSLA$100,001 to $250,00041 dto discloseJefferson Shreve sold $100,001 to $250,000 of Tesla, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Texas Instruments Incorporated - Common StockSELLTXN$100,001 to $250,00041 dto discloseJefferson Shreve sold $100,001 to $250,000 of Texas Instruments Incorporated.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Texas Instruments Incorporated - Common StockSELLTXN$15,001 to $50,00045 dto discloseJefferson Shreve sold $15,001 to $50,000 of Texas Instruments Incorporated, a partial sale.
Disclosed 45 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 Texas Tech Univ Revs 5.000 2029- 02-15.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
The Carlyle Group Inc. - Common StockSELLCG$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of The Carlyle Group Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
The Cigna Group Common StockSELLCI$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of The Cigna Group.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
The J.M. Smucker Company Common StockSELLSJM$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of The J.M. Smucker Company.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
The Trade Desk, Inc. - Class A Common StockBUYTTD$15,001 to $50,00045 dto discloseJefferson Shreve bought $15,001 to $50,000 of The Trade Desk, Inc.
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.
