Jonathan L. Jackson

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

Transactions

from a 3-page report

Purchases

Sales

full and partial

Reported late

past the 30-day or 45-day deadline

Transactions as filed

in the order they appear on the form

#	Owner	Asset	Type	Trade date	Notified	Amount	Notes
1	Member	AMZN Amazon.com, Inc. - Common Stock (AMZN) (Stock)	Purchase	Feb 5, 2026	Mar 3, 2026	$1,001 to $15,000	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	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	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	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	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	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	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	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	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	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	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	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	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	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 and the Clerk's filing date with the STOCK Act's deadlines (30 days after notification, never more than 45 days after the trade) and is not an ethics finding.

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