
Stock trades disclosed by Jefferson Shreve in periodic transaction reports. Disclosures trail trades by 30-45 days — we show both dates.
Amounts are disclosed in ranges, not exact values. Trade date is when the transaction happened; Filed is when it became public.
| Asset | Type | Amount | Trade date | Filed | Owner |
|---|---|---|---|---|---|
| Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS] | Buy | $1.0M – $5.0M | 2026-05-20 | 2026-06-06 | self |
| Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | Buy | $1.0M – $5.0M | 2026-02-17 | 2026-03-14 | self |
| Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA] | Sell | $5.0M – $25.0M | 2026-02-09 | 2026-03-14 | self |
| JP Morgan 3-year one-time callable barrier note [CS] | Buy | $5.0M – $25.0M | 2025-12-30 | 2026-01-02 | self |
| Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | Buy | $5.0M – $25.0M | 2025-12-29 | 2026-01-01 | self |