“Declared in 2026” is the sum of the ranges declared on 11 trades filed that year. A range, not an exact amount.
American Water Works Company, Inc. Common StockBUYAWK$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of American Water Works Company, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Amgen Inc. - Common StockBUYAMGN$15,001 to $50,00027 dto discloseJefferson Shreve bought $15,001 to $50,000 of Amgen Inc.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Apple Inc. - Common StockBUYAAPLOn chain$100,001 to $250,00031 dto discloseCopyJefferson Shreve bought $100,001 to $250,000 of Apple Inc.
Disclosed 31 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 $50,00027 dto discloseJefferson Shreve bought $15,001 to $50,000 of Applied Materials, Inc.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Applied Materials, Inc. - Common StockBUYAMAT$50,001 to $100,00021 dto discloseJefferson Shreve bought $50,001 to $100,000 of Applied Materials, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Applovin Corporation - Class A Common StockBUYAPP$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Applovin Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Aptiv PLC Ordinary SharesBUYAPTV$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Aptiv PLC.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ares Management Corporation Class A Common StockBUYARES$50,001 to $100,00021 dto discloseJefferson Shreve bought $50,001 to $100,000 of Ares Management Corporation.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Arista Networks, Inc. Common StockBUYANET$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Arista Networks, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Autodesk, Inc. - Common StockBUYADSK$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of Autodesk, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
AvalonBay Communities, Inc. Common StockSELLAVB$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of AvalonBay Communities, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ball Corporation Common StockBUYBALL$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Ball Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Bank of America Corporation Common StockSELLBAC$50,001 to $100,00031 dto discloseJefferson Shreve sold $50,001 to $100,000 of Bank of America Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
BlackRock, Inc. Common StockBUYBLK$50,001 to $100,00031 dto discloseJefferson Shreve bought $50,001 to $100,000 of BlackRock, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Block, Inc. Class A Common Stock,SELLXYZ$15,001 to $50,00027 dto discloseJefferson Shreve sold $15,001 to $50,000 of Block, Inc. Class A Common Stock,, a partial sale.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Booking Holdings Inc. - Common StockBUYBKNG$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Booking Holdings Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Broadcom Inc. - Common StockSELLAVGO$100,001 to $250,00021 dto discloseJefferson Shreve sold $100,001 to $250,000 of Broadcom Inc., a partial sale.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Brunswick Corporation Common StockSELLBC$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Brunswick Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Buckle, Inc.BUYBKE$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Buckle, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Carnival Corporation Common StockSELLCCL$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Carnival Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Caterpillar, Inc. Common StockBUYCAT$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of Caterpillar, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Cboe Global Markets, Inc.BUYCBOE$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Cboe Global Markets, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Cheniere Energy, Inc. Common StockSELLLNG$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Cheniere Energy, Inc., a partial sale.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Chevron Corporation Common StockBUYCVX$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Chevron Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Chipotle Mexican Grill, Inc. Common StockBUYCMG$50,001 to $100,00021 dto discloseJefferson Shreve bought $50,001 to $100,000 of Chipotle Mexican Grill, Inc.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Cintas Corporation - Common StockBUYCTAS$50,001 to $100,00031 dto discloseJefferson Shreve bought $50,001 to $100,000 of Cintas Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Citizens Financial Group, Inc. Common StockSELLCFG$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Citizens Financial Group, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Clorox CompanySELLCLX$15,001 to $50,00027 dto discloseJefferson Shreve sold $15,001 to $50,000 of Clorox Company, a partial sale.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
ConocoPhillips Common StockBUYCOP$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of ConocoPhillips.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
ConocoPhillips Common StockBUYCOP$15,001 to $50,00027 dto discloseJefferson Shreve bought $15,001 to $50,000 of ConocoPhillips.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Crown Castle Inc. Common StockBUYCCI$15,001 to $50,00027 dto discloseJefferson Shreve bought $15,001 to $50,000 of Crown Castle Inc.
Disclosed 27 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
CSX CorporationBUYCSX$15,001 to $50,00021 dto discloseJefferson Shreve bought $15,001 to $50,000 of CSX Corporation.
Disclosed 21 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Danaher Corporation Common StockSELLDHR$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Danaher Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Devon Energy Corporation Common StockSELLDVN$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Devon Energy Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
DexCom, Inc. - Common StockSELLDXCM$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of DexCom, Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Discover Financial Services Common StockSELLDFS$15,001 to $50,00031 dto discloseJefferson Shreve sold $15,001 to $50,000 of Discover Financial Services, a partial sale.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Ecolab Inc. Common StockBUYECL$100,001 to $250,00031 dto discloseJefferson Shreve bought $100,001 to $250,000 of Ecolab Inc.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Edwards Lifesciences Corporation Common StockBUYEW$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Edwards Lifesciences Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Exxon Mobil Corporation Common StockBUYXOMOn chain$15,001 to $50,00031 dto discloseCopyJefferson Shreve bought $15,001 to $50,000 of Exxon Mobil Corporation.
Disclosed 31 days after the trade. That is legal.
Filer's description: Portfolio Rebalance
Sits on: Committee on Appropriations
Fidelity National Information Services, Inc. Common StockBUYFIS$15,001 to $50,00031 dto discloseJefferson Shreve bought $15,001 to $50,000 of Fidelity National Information Services, Inc.
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.
