Jefferson, Philip
Governor & Vice Chairman
Disclosed trades
16
Purchases (all, mid $)
$1.2M
Sales (all, mid $)
$1.2M
Disclosed assets
317
All disclosed trades
Every extracted transaction (16 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 16 of 16 matching rows — search reaches all 16
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2025-03-19 | Jefferson, Philip | Governor & Vice Chairman | Nuveen Life Cycle Index 2030 R6 (TLHIX) | buy | $500,001 - $1,000,000 | $750K | 2026-07-24 19:14 | |
| 2025-03-19 | Jefferson, Philip | Governor & Vice Chairman | Vanguard PRIMECAP Fund Admiral Shares (VPMAX) | buy | $250,001 - $500,000 | $375K | 2026-07-24 19:14 | |
| 2025-03-19 | Jefferson, Philip | Governor & Vice Chairman | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | sell | $500,001 - $1,000,000 | $750K | 2026-07-24 19:14 | |
| 2025-03-19 | Jefferson, Philip | Governor & Vice Chairman | Vanguard PRIMECAP Fund Investor Shares (VPMCX) | sell | $250,001 - $500,000 | $375K | 2026-07-24 19:14 | |
| 2022-12-30 | Jefferson, Philip | Governor | Schwab US Mid-Cap Index Fund (SWMCX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-29 | Jefferson, Philip | Governor | BlackRock Ultra-Short Term Bond ETF (ICSH) | buy | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-29 | Jefferson, Philip | Governor | Parnassus Mid Cap Reinv Divs/Reinv Cap Gns (PARMX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-28 | Jefferson, Philip | Governor | Schwab US Large-Cap Growth Index Fund (SWLGX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-28 | Jefferson, Philip | Governor | Schwab US Mid-Cap Index Fund (SWMCX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-27 | Jefferson, Philip | Governor | Allspring Growth A Reinv Divs/Reinv Cap Gans (SGRAX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-27 | Jefferson, Philip | Governor | Parnassus Mid Cap Fund Investor Class Shares (PARMX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-27 | Jefferson, Philip | Governor | Thornburg Limited Term Income Fund Class A Shares (THIFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-12-27 | Jefferson, Philip | Governor | Metropolitan West Total Return Bd M Cash (MWTRX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-05-31 | Jefferson, Philip | Governor | Sprott Gold Equity Fund Investor Class Shares (SGDLX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 19:47 | |
| 2022-05-31 | Jefferson, Philip | Governor | OnPace Plus bond | sell | $15,001 - $50,000 | $33K | 2026-05-04 19:47 | |
| – | Jefferson, Philip | Governor | # | (unreadable) | – | – | 2026-05-04 19:47 |
Assets & income
Everything disclosed across this official's filings
showing 317 of 317 matching rows — search reaches all 317
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Jefferson, Philip | Vanguard PRIMECAP Fund Investor Shares (VPMCX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen Lifecycle Index 2030 Fund R6 (TLHIX) | $500,001 - $1,000,000 | $750K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard PRIMECAP Fund Admiral Shares (VPMAX) | $500,001 - $1,000,000 | $750K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $500,001 - $1,000,000 | $750K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard PRIMECAP Fund Investor Shares | $250,001 - $500,000 | $375K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund | $250,001 - $500,000 | $375K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Total Stock Market ETF | $250,001 - $500,000 | $375K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard PRIMECAP Fund Investor Shares | $250,001 - $500,000 | $375K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund | $250,001 - $500,000 | $375K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Total Stock Market ETF | $250,001 - $500,000 | $375K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard PRIMECAP Fund Investor Shares | $250,001 - $500,000 | $375K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund | $250,001 - $500,000 | $375K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Total Stock Market ETF | $250,001 - $500,000 | $375K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard PRIMECAP Fund Investor Shares (VPMCX) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Growth R2 (QCGRPX) | $100,001 - $250,000 | $175K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Total International Stock ETF | $100,001 - $250,000 | $175K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Total International Stock ETF | $100,001 - $250,000 | $175K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Total International Stock ETF | $100,001 - $250,000 | $175K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Growth R2 (QCGRPX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:13 |
| Jefferson, Philip | CREF Growth R2 (QCGRPX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Growth R2 (QCGRPX) | $100,001 - $250,000 | $175K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $100,001 - $250,000 | $175K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Federal Money Market Fund (VMFXX) | $100,001 - $250,000 | $175K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Institutional Target Retirement 2030 Institutional (VTTWX) | $50,001 - $100,000 | $75K | – | 2026-07-18 18:49 |
| Jefferson, Philip | CREF Stock R2 (QCSTPX) | $50,001 - $100,000 | $75K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Long-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund (VTHRX) | $50,001 - $100,000 | $75K | – | 2026-07-18 18:39 |
| Jefferson, Philip | CREF Growth R2 (QCGRPX) | $50,001 - $100,000 | $75K | – | 2026-07-18 18:39 |
| Jefferson, Philip | U.S. credit union (cash) | $50,001 - $100,000 | $75K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Long-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund (VTHRX) | $50,001 - $100,000 | $75K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Growth R2 (QCGRPX) | $50,001 - $100,000 | $75K | – | 2026-05-04 19:47 |
| Jefferson, Philip | U.S. credit union (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Long-Term Tax-Exempt Fund Admiral Shares | $50,001 - $100,000 | $75K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Stock R2 (QCSTPX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:13 |
| Jefferson, Philip | U.S. credit union #1 (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Federal Money Market Fund (VMFXX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:13 |
| Jefferson, Philip | CREF Stock R2 (QCSTPX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:14 |
| Jefferson, Philip | U.S. credit union #1 (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Federal Money Market Fund (VMFXX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $50,001 - $100,000 | $75K | – | 2026-07-24 19:14 |
| Jefferson, Philip | CREF Stock R2 (QCSTPX) | $50,001 - $100,000 | $75K | – | 2026-07-24 19:14 |
| Jefferson, Philip | U.S. credit union #1 (cash) | $50,001 - $100,000 | $75K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $50,001 - $100,000 | $75K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $50,001 - $100,000 | $75K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) | $50,001 - $100,000 | $75K | – | 2026-07-24 19:14 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | CREF Stock R3 (QCSTIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA Traditional | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Institutional Target Retirement 2030 Institutional (VTTWX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | U.S. credit union (cash) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | OnPace Plus bond (healthcare technology) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:49 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:39 |
| Jefferson, Philip | CREF Stock R3 (QCSTIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:39 |
| Jefferson, Philip | CREF Stock R2 (QCSTPX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA Traditional | $15,001 - $50,000 | $33K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Federal Money Market Fund (VMFXX) | $15,001 - $50,000 | $33K | – | 2026-07-18 18:39 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Stock R3 (QCSTIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Stock R2 (QCSTPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA Traditional | $15,001 - $50,000 | $33K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Federal Money Market Fund (VMFXX) | $15,001 - $50,000 | $33K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:13 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA Traditional | $15,001 - $50,000 | $33K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Stock R3 (QCSTIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:14 |
| Jefferson, Philip | TIAA Traditional | $15,001 - $50,000 | $33K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Growth R1 (QCGRRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-07-24 19:14 |
| Jefferson, Philip | CREF Stock R3 (QCSTIX) | $15,001 - $50,000 | $33K | – | 2026-07-24 19:14 |
| Jefferson, Philip | TIAA Traditional | $15,001 - $50,000 | $33K | – | 2026-07-24 19:14 |
| Jefferson, Philip | CREF Growth R3 (QCGRIX) | $15,001 - $50,000 | $33K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $33K | – | 2026-07-24 19:14 |
| Jefferson, Philip | TIAA Traditional | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Vanguard Institutional Target Retirement 2030 Institutional (VTTWX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA -CREF Lifecycle 2030 Fund Premier Class (TCHPX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | CREF Global Equities R1 (QCGLRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | CREF Growth R1 (QCGRRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA Real Estate (QREARX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA-CREF Growth & Income Fund Retirement Class (TRGIX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA-CREF International Equity Fund Retirement Class (TRERX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA_CREF Mid-Cap Growth Fund Retirement Class (TRGMX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA_CREF Mid-Cap Value Fund Retirement Class | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA_CREF Quant Small-Cap Equity Fund Retirement Class | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Davidson College Health Saving Account: U.S. bank account (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | U.S. brokerage account #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Allspring Growth Fund - Class A (SGRAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Amana Mutual Funds Trust Growth Fund investor (AMAGX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Calvert Conservative Allocation Fund Class A (CCLAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Janus Henderson Balanced Fund Class T (JABAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Lord Abbett Short Duration Income Fund Class A (LALDX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Metropolitan West Total Return Bond Fund Class M (MWTRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | MFS International Intrinsic Value Class A (MGIAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Parnassus Mid Cap Fund (PARMX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | PIMCO Income Fund Class A (PONAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | PIMCO StockPlus Small Fund Class A (PCKAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Sprott Gold Equity Fund Investor Class (SGDLX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Thornburg Limited Term Income Fund Class A (THIFX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Thrivent Mid Cap Stock Fund Class S (TMSIX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | Value Line Assett Allocation Fund Investor Class (VLAXX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | U.S. brokerage account #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:49 |
| Jefferson, Philip | TIAA Traditional | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA -CREF Lifecycle 2030 Fund Premier Class (TCHPX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | CREF Global Equities R1 (QCGLRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | CREF Growth R1 (QCGRRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA Real Estate (QREARX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA-CREF Growth & Income Fund Retirement Class (TRGIX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA-CREF International Equity Fund Retirement Class (TRERX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA_CREF Mid-Cap Growth Fund Retirement Class (TRGMX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA-CREF Mid-Cap Value Fund Retirement Class (TRVRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA-CREF Quant Small-Cap Equity Fund Retirement Class (TRSEX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Davidson College Health Savings Account: U.S. bank account (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Amana Mutual Funds Trust Growth Fund investor (AMAGX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Calvert Conservative Allocation Fund Class A (CCLAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Janus Henderson Balanced Fund Class T (JABAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Lord Abbett Short Duration Income Fund Class A (LALDX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | MFS International Intrinsic Value Class A (MGIAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | PIMCO Income Fund Class A (PONAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | PIMCO StockPlus Small Fund Class A (PCKAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Thrivent Mid Cap Stock Fund Class S (TMSIX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Value Line Asset Allocation Fund Investor Class (VLAAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | U.S. brokerage account #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | iShares Ultra Short-Term Bond ETF (ICSH) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | U.S. credit union #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | Permanent Portfolio Permanent Class I Fund (PRPFX) | $1,001 - $15,000 | $8K | – | 2026-07-18 18:39 |
| Jefferson, Philip | TIAA Traditional | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA -CREF Lifecycle 2030 Fund Premier Class (TCHPX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Global Equities R1 (QCGLRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | CREF Growth R1 (QCGRRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA Real Estate (QREARX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA-CREF Growth & Income Fund Retirement Class (TRGIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA-CREF International Equity Fund Retirement Class (TRERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA_CREF Mid-Cap Growth Fund Retirement Class (TRGMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA-CREF Mid-Cap Value Fund Retirement Class (TRVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA-CREF Quant Small-Cap Equity Fund Retirement Class (TRSEX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Davidson College Health Savings Account: U.S. bank account (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Amana Mutual Funds Trust Growth Fund investor (AMAGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Calvert Conservative Allocation Fund Class A (CCLAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Janus Henderson Balanced Fund Class T (JABAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Lord Abbett Short Duration Income Fund Class A (LALDX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | MFS International Intrinsic Value Class A (MGIAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | PIMCO Income Fund Class A (PONAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | PIMCO StockPlus Small Fund Class A (PCKAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Thrivent Mid Cap Stock Fund Class S (TMSIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Value Line Asset Allocation Fund Investor Class (VLAAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | U.S. brokerage account #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Blackrock Ultra Short-Term Bond ETF (ICSH) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | U.S. credit union #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | Permanent Portfolio Permanent Class I Fund (PRPFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 19:47 |
| Jefferson, Philip | TIAA Traditional | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | CREF Stock R3 (QCSTIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA -CREF Lifecycle 2030 Fund Premier Class (TCHPX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | CREF Global Equities R1 (QCGLRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | CREF Growth R1 (QCGRRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA Real Estate (QREARX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA-CREF Growth & Income Fund Retirement Class (TRGIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA-CREF International Equity Fund Retirement Class (TRERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA_CREF Mid-Cap Growth Fund Retirement Class (TRGMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA-CREF Mid-Cap Value Fund Retirement Class (TRVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA-CREF Quant Small-Cap Equity Fund Retirement Class (TRSEX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Davidson College Health Savings Account: U.S. bank account (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Amana Mutual Funds Trust Growth Fund investor (AMAGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Calvert Conservative Allocation Fund Class A (CCLAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Janus Henderson Balanced Fund Class T (JABAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Lord Abbett Short Duration Income Fund Class A (LALDX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | MFS International Intrinsic Value Class A (MGIAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | PIMCO Income Fund Class A (PONAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Thrivent Mid Cap Stock Fund Class S (TMSIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Value Line Asset Allocation Fund Investor Class (VLAAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | U.S. brokerage account #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Permanent Portfolio Permanent Class I Fund (PRPFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | iShares Ultra Short-Term Bond ETF (ICSH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | U.S. credit union #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:13 |
| Jefferson, Philip | TIAA Traditional | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen Lifecycle 2030 Fund Premier Class (TCHPX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | CREF Global Equities R1 (QCGLRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | TIAA Real Estate (QREARX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen Core Equity Fund Retirement (TRGIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen International Equity Fund Retirement (TRERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen Mid-Cap Growth Fund Retirement (TRGMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen Mid-Cap Value Fund Retirement (TRVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Nuveen Quant Small-Cap Equity Fund Retirement (TRSEX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Davidson College Health Savings Account: U.S. bank account (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Amana Mutual Funds Trust Growth Fund investor (AMAGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Calvert Conservative Allocation Fund Class A (CCLAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Janus Henderson Balanced Fund Class T (JABAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Lord Abbett Short Duration Income Fund Class A (LALDX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | MFS International Intrinsic Value Class A (MGIAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | PIMCO Income Fund Class A (PONAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Thrivent Mid Cap Stock Fund Class S (TMSIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Value Line Asset Allocation Fund Investor Class (VLAAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | U.S. brokerage account #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Permanent Portfolio Permanent Class I Fund (PRPFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | iShares Ultra Short-Term Bond ETF (ICSH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | U.S. credit union #2 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:14 |
| Jefferson, Philip | TIAA Traditional | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | CREF Global Equities R3 (QCGLIX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | TIAA Real Estate (QREARX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Nuveen Core Equity Fund Retirement (TRGIX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Nuveen International Equity Fund Retirement (TRERX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Nuveen Quant Mid-Cap Growth Fund Retirement (TRGMX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Nuveen Mid-Cap Value Fund Retirement (TRVRX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Nuveen Quant Small-Cap Equity Fund Retirement (TRSEX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | CREF Core Bond R3 (QCBMIX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Davidson College Health Savings Account: U.S. bank account (cash) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Amana Mutual Funds Trust Growth Fund investor (AMAGX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Calvert Conservative Allocation Fund Class A (CCLAX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Janus Henderson Balanced Fund Class T (JABAX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Lord Abbett Short Duration Income Fund Class A (LALDX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | MFS International Intrinsic Value Class A (MGIAX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | PIMCO Income Fund Class A (PONAX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Thrivent Mid Cap Stock Fund Class S (TMSIX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Value Line Asset Allocation Fund Investor Class (VLAAX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | U.S. brokerage account (cash) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Permanent Portfolio Permanent Class I Fund (PRPFX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | iShares Ultra Short-Term Bond ETF (ICSH) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-07-24 19:14 |
| Jefferson, Philip | Davidson College | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | Columbia University | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | Swarthmore College | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | IRA | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | Swarthmore College | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-07-18 18:49 |
| Jefferson, Philip | FRB Minneapolis | – | – | Advisory Board Fees | 2026-07-18 18:49 |
| Jefferson, Philip | Davidson College | – | – | salary and bonus | 2026-07-18 18:49 |
| Jefferson, Philip | Davidson College | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | Brokerage account | – | – | – | 2026-07-18 18:49 |
| Jefferson, Philip | Davidson College, tax deferred annuity plan | – | – | – | 2026-07-18 18:39 |
| Jefferson, Philip | Columbia University, defined contribution plan | – | – | – | 2026-07-18 18:39 |
| Jefferson, Philip | Swarthmore College (TIAA), defined contribution plan | – | – | – | 2026-07-18 18:39 |
| Jefferson, Philip | IRA | – | – | – | 2026-07-18 18:39 |
| Jefferson, Philip | Swarthmore College (Vanguard), defined contribution plan | – | – | – | 2026-07-18 18:39 |
| Jefferson, Philip | The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-07-18 18:39 |
| Jefferson, Philip | FRB Minneapolis | – | – | Advisory Board Fees | 2026-07-18 18:39 |
| Jefferson, Philip | Davidson College | – | – | salary | 2026-07-18 18:39 |
| Jefferson, Philip | "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-07-18 18:39 |
| Jefferson, Philip | Brokerage account | – | – | – | 2026-07-18 18:39 |
| Jefferson, Philip | Davidson College, tax deferred annuity plan | – | – | – | 2026-05-04 19:47 |
| Jefferson, Philip | Columbia University, defined contribution plan | – | – | – | 2026-05-04 19:47 |
| Jefferson, Philip | Swarthmore College (TIAA), defined contribution plan | – | – | – | 2026-05-04 19:47 |
| Jefferson, Philip | IRA | – | – | – | 2026-05-04 19:47 |
| Jefferson, Philip | Swarthmore College (Vanguard), defined contribution plan | – | – | – | 2026-05-04 19:47 |
| Jefferson, Philip | The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-05-04 19:47 |
| Jefferson, Philip | FRB Minneapolis | – | – | Advisory Board | 2026-05-04 19:47 |
| Jefferson, Philip | Davidson College | – | – | salary | 2026-05-04 19:47 |
| Jefferson, Philip | "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-05-04 19:47 |
| Jefferson, Philip | Brokerage account | – | – | – | 2026-05-04 19:47 |
| Jefferson, Philip | Davidson College, tax deferred annuity plan | – | – | – | 2026-05-04 23:13 |
| Jefferson, Philip | Columbia University, defined contribution plan | – | – | – | 2026-05-04 23:13 |
| Jefferson, Philip | Swarthmore College (TIAA), defined contribution plan | – | – | – | 2026-05-04 23:13 |
| Jefferson, Philip | IRA | – | – | – | 2026-05-04 23:13 |
| Jefferson, Philip | Swarthmore College (Vanguard), defined contribution plan | – | – | – | 2026-05-04 23:13 |
| Jefferson, Philip | The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-05-04 23:13 |
| Jefferson, Philip | "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-05-04 23:13 |
| Jefferson, Philip | Brokerage account | – | – | – | 2026-05-04 23:13 |
| Jefferson, Philip | Davidson College, tax deferred annuity plan | – | – | – | 2026-05-04 23:14 |
| Jefferson, Philip | Columbia University, defined contribution plan | – | – | – | 2026-05-04 23:14 |
| Jefferson, Philip | Swarthmore College (TIAA), defined contribution plan | – | – | – | 2026-05-04 23:14 |
| Jefferson, Philip | IRA | – | – | – | 2026-05-04 23:14 |
| Jefferson, Philip | Swarthmore College (Vanguard), defined contribution plan | – | – | – | 2026-05-04 23:14 |
| Jefferson, Philip | The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-05-04 23:14 |
| Jefferson, Philip | "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-05-04 23:14 |
| Jefferson, Philip | Brokerage account | – | – | – | 2026-05-04 23:14 |
| Jefferson, Philip | Davidson College, tax deferred annuity plan | – | – | – | 2026-07-24 19:14 |
| Jefferson, Philip | Columbia University, defined contribution plan | – | – | – | 2026-07-24 19:14 |
| Jefferson, Philip | Swarthmore College (TIAA), defined contribution plan | – | – | – | 2026-07-24 19:14 |
| Jefferson, Philip | IRA | – | – | – | 2026-07-24 19:14 |
| Jefferson, Philip | The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | – | – | – | 2026-07-24 19:14 |
| Jefferson, Philip | "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | – | – | Rent or Royalties | 2026-07-24 19:14 |
| Jefferson, Philip | Brokerage account | – | – | – | 2026-07-24 19:14 |
Positions held outside government
showing 12 of 12 matching rows — search reaches all 12
| Official ▲ | Organization | Position | Org type | From | To | Processed (UTC) |
|---|---|---|---|---|---|---|
| Jefferson, Philip | Davidson College | VP for Academic Affairs and Dean of Facu | University/College | 8/2019 | Present | 2026-07-18 18:49 |
| Jefferson, Philip | Swarthmore College | Centennial Professor of Economics | University/College | 8/1997 | Present | 2026-07-18 18:49 |
| Jefferson, Philip | Opportunity and Inclusive Growth Institute, Federal Reserve Bank of Minneapolis | Member | Advisory Board | 1/2017 | Present | 2026-07-18 18:49 |
| Jefferson, Philip | Vassar College | Trustee | University/College | 1/2002 | Present | 2026-07-18 18:49 |
| Jefferson, Philip | Davidson College | VP for Academic Affairs, Dean of Faculty | University/College | 8/2019 | 5/2022 | 2026-07-18 18:39 |
| Jefferson, Philip | Swarthmore College | Centennial Professor of Economics | University/College | 8/1997 | 5/2022 | 2026-07-18 18:39 |
| Jefferson, Philip | Federal Reserve Bank of Minneapolis | Member of the Opportunity and Inclusive | Advisory Board | 1/2017 | 5/2022 | 2026-07-18 18:39 |
| Jefferson, Philip | Vassar College | Trustee | University/College | 1/2002 | 5/2022 | 2026-07-18 18:39 |
| Jefferson, Philip | Davidson College | VP for Academic Affairs, Dean of Faculty | University/College | 8/2019 | 5/2022 | 2026-05-04 19:47 |
| Jefferson, Philip | Swarthmore College | Centennial Professor of Economics | University/College | 8/1997 | 5/2022 | 2026-05-04 19:47 |
| Jefferson, Philip | Federal Reserve Bank of Minneapolis | Member of the Opportunity and Inclusive | Advisory Board | 1/2017 | 5/2022 | 2026-05-04 19:47 |
| Jefferson, Philip | Vassar College | Trustee | University/College | 1/2002 | 5/2022 | 2026-05-04 19:47 |
Employment agreements & arrangements
showing 24 of 24 matching rows — search reaches all 24
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Jefferson, Philip | Davidson College defined contribution plan, tax deferred ann | I will continue to participate in these plans. The plan sponsor will not make further contributions after my separation. | 8/2019 | 2026-07-18 18:49 |
| Jefferson, Philip | Columbia University | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/1990 | 2026-07-18 18:49 |
| Jefferson, Philip | Swarthmore College | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/1997 | 2026-07-18 18:49 |
| Jefferson, Philip | Swarthmore College | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2021 | 2026-07-18 18:49 |
| Jefferson, Philip | Swarthmore College | leave of absence until spring semester 2022 | 7/2019 | 2026-07-18 18:49 |
| Jefferson, Philip | Davidson College tax deferred annuity plan and health saving | I will continue to participate in these plans. The plan sponsor no longer makes contributions. | 8/2019 | 2026-07-18 18:39 |
| Jefferson, Philip | Columbia University | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 7/1990 | 2026-07-18 18:39 |
| Jefferson, Philip | Swarthmore College (TIAA) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1997 | 2026-07-18 18:39 |
| Jefferson, Philip | Swarthmore College (Vanguard) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/2003 | 2026-07-18 18:39 |
| Jefferson, Philip | Davidson College tax deferred annuity plan and health saving | I will continue to participate in these plans. The plan sponsor no longer makes contributions. | 8/2019 | 2026-05-04 19:47 |
| Jefferson, Philip | Columbia University | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 7/1990 | 2026-05-04 19:47 |
| Jefferson, Philip | Swarthmore College (TIAA) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1997 | 2026-05-04 19:47 |
| Jefferson, Philip | Swarthmore College (Vanguard) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/2003 | 2026-05-04 19:47 |
| Jefferson, Philip | Davidson College tax deferred annuity plan and health saving | I will continue to participate in these plans. The plan sponsor no longer makes contributions. | 8/2019 | 2026-05-04 23:13 |
| Jefferson, Philip | Columbia University | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 7/1990 | 2026-05-04 23:13 |
| Jefferson, Philip | Swarthmore College (TIAA) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1997 | 2026-05-04 23:13 |
| Jefferson, Philip | Swarthmore College (Vanguard) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/2003 | 2026-05-04 23:13 |
| Jefferson, Philip | Davidson College tax deferred annuity plan and health saving | I will continue to participate in these plans. The plan sponsor no longer makes contributions. | 8/2019 | 2026-05-04 23:14 |
| Jefferson, Philip | Columbia University | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 7/1990 | 2026-05-04 23:14 |
| Jefferson, Philip | Swarthmore College (TIAA) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1997 | 2026-05-04 23:14 |
| Jefferson, Philip | Swarthmore College (Vanguard) | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/2003 | 2026-05-04 23:14 |
| Jefferson, Philip | Davidson College tax deferred annuity plan and health saving | I will continue to participate in these plans. The plan sponsor no longer makes contributions. | 8/2019 | 2026-07-24 19:14 |
| Jefferson, Philip | Columbia University | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 7/1990 | 2026-07-24 19:14 |
| Jefferson, Philip | Swarthmore College | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1997 | 2026-07-24 19:14 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.