Jefferson Shreve
Periodic transaction report filed March 14, 2026, IN06. Member page · The Clerk's PDF
5
Transactions
on 2 pages
3
Purchases
2
Sales
full and partial
0
Reported late
more than 45 days after the trade
Transactions as filed
| # | Owner | Asset | Type | Trade date | Amount |
|---|---|---|---|---|---|
| 1 | Member | Brighthouse Buffered Annuity Russell 2000 Cap Rate | Sale | Feb 9, 2026 | $5,000,001 to $25,000,000 |
| 2 | Member | Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sale | Feb 9, 2026 | $5,000,001 to $25,000,000 |
| 3 | Member | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Purchase | Feb 17, 2026 | $1,000,001 to $5,000,000 |
| 4 | Member | Prudential RILA - 10% Buffer 3-year S&P 500 Index | Purchase | Feb 17, 2026 | $1,000,001 to $5,000,000 |
| 5 | Member | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Purchase | Feb 17, 2026 | $1,000,001 to $5,000,000 |