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| Politician | Branch | Asset | Ticker | Category | Type | Transaction Date | Amount | Filing Date |
|---|---|---|---|---|---|---|---|---|
| Jefferson Shreve | house | JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | NOTE | Purchase | May 20, 2026 | $$5,000,001 - $25,000,000 | June 6, 2026 | |
| Jefferson Shreve | house | Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | NOTE | Purchase | May 20, 2026 | $$1,000,001 - $5,000,000 | June 6, 2026 | |
| Jefferson Shreve | house | Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | FUND | Purchase | Feb. 17, 2026 | $$1,000,001 - $5,000,000 | March 14, 2026 | |
| Jefferson Shreve | house | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | FUND | Purchase | Feb. 17, 2026 | $$1,000,001 - $5,000,000 | March 14, 2026 | |
| Jefferson Shreve | house | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | FUND | Purchase | Feb. 17, 2026 | $$1,000,001 - $5,000,000 | March 14, 2026 | |
| Jefferson Shreve | house | Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA] | FUND | Purchase | Feb. 9, 2026 | $$5,000,001 - $25,000,000 | March 14, 2026 | |
| Jefferson Shreve | house | Brighthouse Buffered Annuity Russell 2000 Cap Rate [VA] | FUND | Purchase | Feb. 9, 2026 | $$5,000,001 - $25,000,000 | March 14, 2026 | |
| Jefferson Shreve | house | JP Morgan 3-year auto callable buffer note [CS] | NOTE | Purchase | Dec. 30, 2025 | $$5,000,001 - $25,000,000 | Jan. 1, 2026 | |
| Jefferson Shreve | house | JP Morgan 3-year one-time callable barrier note [CS] | NOTE | Purchase | Dec. 30, 2025 | $$5,000,001 - $25,000,000 | Jan. 2, 2026 | |
| Jefferson Shreve | house | JP Morgan 3-year auto callable buffer note [CS] | NOTE | Purchase | Dec. 30, 2025 | $$5,000,001 - $25,000,000 | Jan. 2, 2026 | |
| Jefferson Shreve | house | JP Morgan 3-year auto callable buffer note [CS] | NOTE | Purchase | Dec. 30, 2025 | $$5,000,001 - $25,000,000 | Dec. 30, 2025 | |
| Jefferson Shreve | house | JP Morgan 3-year auto callable buffer note [CS] | NOTE | Purchase | Dec. 30, 2025 | $$5,000,001 - $25,000,000 | Dec. 31, 2025 | |
| Jefferson Shreve | house | Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | FUND | Purchase | Dec. 29, 2025 | $$5,000,001 - $25,000,000 | Dec. 31, 2025 | |
| Jefferson Shreve | house | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | FUND | Purchase | Dec. 29, 2025 | $$5,000,001 - $25,000,000 | Dec. 30, 2025 | |
| Jefferson Shreve | house | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | FUND | Purchase | Dec. 29, 2025 | $$5,000,001 - $25,000,000 | Jan. 1, 2026 | |
| Jefferson Shreve | house | JP Morgan 5 year Barrier Note INDU/NDX/RTY [CS] | NOTE | Purchase | Nov. 13, 2025 | $$5,000,001 - $25,000,000 | Dec. 14, 2025 | |
| Jefferson Shreve | house | Bank of Montreal 13-Month Digital Buffer Note [CS] | NOTE | Purchase | Nov. 13, 2025 | $$5,000,001 - $25,000,000 | Dec. 14, 2025 | |
| Jefferson Shreve | house | Lakewood Ohio City Sch Dist 5.0000 2025-12-01 | BOND | Sale | May 13, 2025 | $$1,001 - $15,000 | June 22, 2025 | |
| Jefferson Shreve | house | Houston Tex 5.000 2031-03-01 | BOND | Sale | May 13, 2025 | $$15,001 - $50,000 | June 22, 2025 | |
| Jefferson Shreve | house | Laredo TEX | nan | Sale | May 13, 2025 | $$15,001 - $50,000 | June 22, 2025 | |
| Jefferson Shreve | house | Florida St Dept Environmental Protn | BOND | Account Closing | May 13, 2025 | $$1,001 - $15,000 | June 22, 2025 | |
| Jefferson Shreve | house | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-01 [GS] | BOND | Sale | May 13, 2025 | $$1,001 - $15,000 | June 22, 2025 | |
| Jefferson Shreve | house | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS] | BOND | Sale | May 13, 2025 | $$15,001 - $50,000 | June 22, 2025 | |
| Jefferson Shreve | house | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | BOND | Sale | May 13, 2025 | $$1,001 - $15,000 | June 22, 2025 | |
| Jefferson Shreve | house | Kansas City MO 4.0000 2030-02-01 | BOND | Sale | May 13, 2025 | $$15,001 - $50,000 | June 22, 2025 |