“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
The Trade Desk, Inc. - Class A Common StockSELLTTD$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of The Trade Desk, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
TJX Companies, Inc.SELLTJX$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of TJX Companies, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Trane Technologies plcSELLTT$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Trane Technologies plc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Transdigm Group Incorporated Common StockSELLTDG$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Transdigm Group Incorporated.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Transdigm Group Incorporated Common StockSELLTDG$15,001 to $50,00045 dto discloseJefferson Shreve sold $15,001 to $50,000 of Transdigm Group 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 Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Uber Technologies, Inc. Common StockSELLUBER$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Uber Technologies, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Union Pacific Corporation Common StockSELLUNP$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Union Pacific Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
United Community Banks, Inc. Common StockSELLUCB$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of United Community Banks, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
United Parcel Service, Inc. Common StockSELLUPS$15,001 to $50,00045 dto discloseJefferson Shreve sold $15,001 to $50,000 of United Parcel Service, Inc.
Disclosed 45 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 $50,00045 dto discloseJefferson Shreve sold $15,001 to $50,000 of UnitedHealth Group Incorporated.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Univest Financial Corporation - Common StockSELLUVSP$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Univest Financial Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Verizon Communications Inc. Common StockSELLVZ$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Verizon Communications 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 Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Vertex Pharmaceuticals Incorporated - Common StockSELLVRTX$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Vertex Pharmaceuticals Incorporated.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Visa Inc.SELLV$100,001 to $250,00041 dto discloseJefferson Shreve sold $100,001 to $250,000 of Visa Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $50,001 to $100,000 of Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Walmart Inc. Common StockSELLWMT$100,001 to $250,00041 dto discloseJefferson Shreve sold $100,001 to $250,000 of Walmart Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Walt Disney CompanySELLDIS$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Walt Disney Company.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Walt Disney CompanyBUYDIS$15,001 to $50,00045 dto discloseJefferson Shreve bought $15,001 to $50,000 of Walt Disney Company.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Warner Bros. Discovery, Inc. - Series A Common StockSELLWBD$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Warner Bros. Discovery, Inc. - Series A.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $50,001 to $100,000 of Washington Cnty Tenn 4.0000 2027- 06-01.
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 Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Wells Fargo & Company Common StockSELLWFC$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Wells Fargo & Company.
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 Wells Fargo 5.574 07/25/29 '28 Mtn.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Jefferson Shreve sold $50,001 to $100,000 of Wells Fargo 6.491 10/23/34 '33 MTN.
Disclosed 40 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Welltower Inc. Common StockSELLWELL$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Welltower Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Western Digital Corporation - Common StockSELLWDC$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Western Digital Corporation.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Williams Companies, Inc.SELLWMB$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Williams Companies, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Workday, Inc. - Class A Common StockSELLWDAY$15,001 to $50,00045 dto discloseJefferson Shreve sold $15,001 to $50,000 of Workday, Inc., a partial sale.
Disclosed 45 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Workday, Inc. - Class A Common StockSELLWDAY$50,001 to $100,00041 dto discloseJefferson Shreve sold $50,001 to $100,000 of Workday, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Zoetis Inc. Class A Common StockSELLZTS$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Zoetis Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
Zoom Communications, Inc. - Class A Common StockSELLZM$15,001 to $50,00041 dto discloseJefferson Shreve sold $15,001 to $50,000 of Zoom Communications, Inc.
Disclosed 41 days after the trade. That is legal.
Filer's description: Account Closing
Sits on: Committee on Appropriations
AbbVie Inc. Common StockSELLABBV$50,001 to $100,00021 dto discloseJefferson Shreve sold $50,001 to $100,000 of AbbVie Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Adobe Inc. - Common StockSELLADBE$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Adobe Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Advanced Micro Devices, Inc.SELLAMD$50,001 to $100,00031 dto discloseJefferson Shreve sold $50,001 to $100,000 of Advanced Micro Devices, Inc., a partial sale.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Agilent Technologies, Inc. Common StockBUYA$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of Agilent Technologies, Inc.
Disclosed 21 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 $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Akamai Technologies, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Albemarle Corporation Common StockBUYALB$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Albemarle Corporation.
Disclosed 31 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 $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of American Express Company.
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.
