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Financial disclosures · Stock trades

Jonathan Jackson

Periodic transaction report filed March 12, 2026, IL01. Member page · The Clerk's PDF (document 20034113)

14
Transactions
on 3 pages
7
Purchases
7
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 Member AMZN Amazon.com, Inc. - Common Stock (AMZN) (Stock) Purchase Feb 5, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley IRA.
2 Spouse AMZN Amazon.com, Inc. - Common Stock (AMZN) (Stock) Sale Feb 11, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Rollover IRA.
3 Member BRCM Broadcom Corporation - Class A (BRCM) (Stock) Sale Feb 4, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley IRA.
4 Member C Citigroup, Inc. Common Stock (C) (Stock) Purchase Feb 4, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley IRA.
5 Spouse C Citigroup, Inc. Common Stock (C) (Stock) Purchase Feb 11, 2026 Mar 4, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Rollover IRA.
6 Joint C Citigroup, Inc. Common Stock (C) (Stock) Purchase Feb 5, 2026 Mar 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
7 Joint IBM International Business Machines Corporation Common Stock (IBM) (Stock) Sale Feb 17, 2026 Mar 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
8 Member IBM International Business Machines Corporation Common Stock (IBM) (Stock) Sale Feb 17, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley IRA.
9 Joint PANW Palo Alto Networks, Inc. (PANW) (Stock) Sale Feb 5, 2026 Mar 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
10 Member SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) (Stock) Sale Feb 3, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley IRA.
11 Spouse THC Tenet Healthcare Corporation Common Stock (THC) (Stock) Sale (partial) Feb 11, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Rollover IRA.
12 Member BK The Bank of New York Mellon Corporation Common Stock (BK) (Stock) Purchase Feb 17, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley IRA.
13 Joint BK The Bank of New York Mellon Corporation Common Stock (BK) (Stock) Purchase Feb 17, 2026 Mar 3, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley Trust Account.
14 Spouse WELL Welltower Inc. Common Stock (WELL) (Stock) Purchase Feb 11, 2026 Mar 3, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Rollover IRA.

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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