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Financial disclosures · Stock trades

Jonathan Jackson

Periodic transaction report filed February 23, 2026, IL01. Member page · The Clerk's PDF (document 20033929)

10
Transactions
on 2 pages
5
Purchases
5
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Joint C Citigroup, Inc. Common Stock (C) (Stock) Purchase Jan 30, 2026 Feb 3, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley Trust Account.
2 Joint CPNG Coupang, Inc. Class A Common Stock (CPNG) (Stock) Sale Jan 22, 2026 Feb 3, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley Trust Account.
3 Joint GEV GE Vernova Inc. Common Stock (GEV) (Stock) Purchase Jan 30, 2026 Feb 3, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley Trust Account.
4 Spouse JPM JP Morgan Chase & Co. Common Stock (JPM) (Stock) Purchase Jan 20, 2026 Feb 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Rollover IRA.
5 Joint PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) (Stock) Sale Jan 16, 2026 Feb 3, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley Trust Account.
6 Spouse HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD) (Stock) Sale Jan 20, 2026 Feb 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Rollover IRA.
7 Joint SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) (Stock) Sale Jan 30, 2026 Feb 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
8 Joint TMUS T-Mobile US, Inc. (TMUS) (Stock) Sale Jan 13, 2026 Feb 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
9 Joint VSAT ViaSat, Inc. - Common Stock (VSAT) (Stock) Purchase Jan 22, 2026 Feb 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
10 Joint WMT Walmart Inc. - Common Stock (WMT) (Stock) Purchase Jan 13, 2026 Feb 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Jonathan L. Jackson's reported trades Their filings

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