Rosen, Jeffrey A
Deputy Attorney General
Disclosed trades
94
Purchases (all, mid $)
$2.4M
Sales (all, mid $)
$3.4M
Disclosed assets
231
All disclosed trades
Every extracted transaction (94 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 94 of 94 matching rows — search reaches all 94
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2021-02-21 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2021-02-20 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-12-31 | Rosen, Jeffrey A | Deputy Attorney General | AB Multi-Manager Alternative Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-12-28 | Rosen, Jeffrey A | Deputy Attorney General | William Blair International Small Cap Growth Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-12-28 | Rosen, Jeffrey A | Deputy Attorney General | Harbor Small Cap Value Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-12-28 | Rosen, Jeffrey A | Deputy Attorney General | Columbia Select Mid Cap Value Fund | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2020-12-28 | Rosen, Jeffrey A | Deputy Attorney General | BlackRock Mid-Cap Growth Equity Portfolio | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2020-12-28 | Rosen, Jeffrey A | Deputy Attorney General | Conestoga Small Cap Fund | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-12-28 | Rosen, Jeffrey A | Deputy Attorney General | iShares MSCI EAFE Small-Cap ETF | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-12-18 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-12-16 | Rosen, Jeffrey A | Deputy Attorney General | AB Tax-Aware Overlay B Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-12-16 | Rosen, Jeffrey A | Deputy Attorney General | AB Tax-Aware Overlay A Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-12-14 | Rosen, Jeffrey A | Deputy Attorney General | AB Value Fund Adv | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-12-10 | Rosen, Jeffrey A | Deputy Attorney General | AB Large Cap Growth Adv | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-12-09 | Rosen, Jeffrey A | Deputy Attorney General | AB Emerging Market Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-11-27 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Tax-Managed Int'l Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-11-20 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-10-21 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-10-20 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-09-18 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-09-09 | Rosen, Jeffrey A | Deputy Attorney General | Touchstone Sands Capital Select Growth Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-09-09 | Rosen, Jeffrey A | Deputy Attorney General | Columbia Dividend Income Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-09-09 | Rosen, Jeffrey A | Deputy Attorney General | NatixisLoomis Sayles Growth Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-08-28 | Rosen, Jeffrey A | Deputy Attorney General | AB Large Cap Growth Adv | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-07-23 | Rosen, Jeffrey A | Deputy Attorney General | Touchstone Sands Capital Select Growth Fund | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2020-07-23 | Rosen, Jeffrey A | Deputy Attorney General | NatixisLoomis Sayles Growth Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-07-23 | Rosen, Jeffrey A | Deputy Attorney General | Advisors Inner Circle Edgewood Growth Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-07-21 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-06-19 | Rosen, Jeffrey A | Deputy Attorney General | Principal MidCap Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-06-19 | Rosen, Jeffrey A | Deputy Attorney General | Morgan Stanley Institutional Fund Trust Growth Portfolio | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-06-19 | Rosen, Jeffrey A | Deputy Attorney General | Delaware Small Cap Core Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-06-19 | Rosen, Jeffrey A | Deputy Attorney General | ClearBridge Small Cap Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-06-19 | Rosen, Jeffrey A | Deputy Attorney General | DoubleLine Shiller Enhanced CAPE Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-04-30 | Rosen, Jeffrey A | Deputy Attorney General | AB Large Cap Growth Adv | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-04-22 | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2020-03-31 | Rosen, Jeffrey A | Deputy Attorney General | Fuller & Thaler Behavioral Small-Cap Equity Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-03-31 | Rosen, Jeffrey A | Deputy Attorney General | MFS Research International Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-03-31 | Rosen, Jeffrey A | Deputy Attorney General | Columbia Contrarian Core Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-03-31 | Rosen, Jeffrey A | Deputy Attorney General | ClearBridge Small Cap Fund | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-03-31 | Rosen, Jeffrey A | Deputy Attorney General | Harding Loevner International Equity Portfolio | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-03-31 | Rosen, Jeffrey A | Deputy Attorney General | Advisors Inner Circle Edgewood Growth Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2020-03-20 | Rosen, Jeffrey A | Deputy Attorney General | MFS Research International Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-03-20 | Rosen, Jeffrey A | Deputy Attorney General | Oakmark International Fund | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-03-19 | Rosen, Jeffrey A | Deputy Attorney General | Vanguard Total Stock Market Index Fund | sell | $250,001 - $500,000 | $375K | 2026-05-04 21:02 | |
| 2020-03-19 | Rosen, Jeffrey A | Deputy Attorney General | Vanguard Total International Stock Index Fund | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2020-03-18 | Rosen, Jeffrey A | Deputy Attorney General | Vanguard Total Stock Market Index Fund | sell | $500,001 - $1,000,000 | $750K | 2026-05-04 21:02 | |
| 2020-03-18 | Rosen, Jeffrey A | Deputy Attorney General | Vanguard Total Stock Market Index Fund | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2020-03-18 | Rosen, Jeffrey A | Deputy Attorney General | Vanguard European Stock Index Fund | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2020-03-16 | Rosen, Jeffrey A | Deputy Attorney General | Vanguard Total Stock Market Index Fund | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2020-02-21 | Rosen, Jeffrey A | Deputy Attorney General | AB Large Cap Growth Adv | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-12-20 | Rosen, Jeffrey A | Deputy Secretary of Transportation | DOUBLELINE SHILLER ENHANCED CAPE | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-12-20 | Rosen, Jeffrey A | Deputy Secretary of Transportation | PRINCIPAL MIDCAP BLEND FUND | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-08-27 | Rosen, Jeffrey A | Deputy Secretary of Transportation | SPDR Gold TR | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-08-21 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Harding Loevner Intl Equity Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-08-21 | Rosen, Jeffrey A | Deputy Secretary of Transportation | DOUBLELINE SHILLER ENHANCED CAPE | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-08-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Harding Loevner International Equity Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-08-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Oakmark Intl Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-08-13 | Rosen, Jeffrey A | Deputy Secretary of Transportation | T Rowe Price Emerging Markets | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-08-13 | Rosen, Jeffrey A | Deputy Secretary of Transportation | DOUBLELINE SHILLER ENHANCED CAPE | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-06-27 | Rosen, Jeffrey A | Deputy Secretary of Transportation | SPDR Gold TR | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-06-26 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Credit Suisse Commodity Return Fund | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-06-26 | Rosen, Jeffrey A | Deputy Secretary of Transportation | BLACKROCK MID CAP GROWTH EQUITY | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-06-26 | Rosen, Jeffrey A | Deputy Secretary of Transportation | DOUBLELINE SHILLER ENHANCED CAPE | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-06-26 | Rosen, Jeffrey A | Deputy Secretary of Transportation | PRINCIPAL MIDCAP BLEND FUND | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-04-15 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Vanguard Total Stock Market Index Fund | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-04-12 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Delaware Emerging Mkts Fund CL Inst | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-04-12 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Carillon Scout Midcap Fund | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2019-04-12 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Clearbridge SmallCap Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-04-12 | Rosen, Jeffrey A | Deputy Secretary of Transportation | ADVISORS INNER CIRCLE Growth FUND | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-04-12 | Rosen, Jeffrey A | Deputy Secretary of Transportation | BlackRock Mid-Cap Growth Equity | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2019-04-12 | Rosen, Jeffrey A | Deputy Secretary of Transportation | JPMORGAN TR Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Delaware Small Cap Core Fund CL I | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | John Hancock FDS III Disciplined Value Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Oppenheimer Intl Growth Fund | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Carillon Scout Midcap Fund | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | Clearbridge SmallCap Fund | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | COLUMBIA SELECT LARGE CAP EQUITY | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | DELAWARE EMERGING MKTS FUND | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | HARDING LOEVNER FDS INC INTL | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | OAKMARK INTL FUND | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | T ROWE PRICE EMERGING MARKETS | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| 2019-01-14 | Rosen, Jeffrey A | Deputy Secretary of Transportation | COLUMBIA CONTRARIAN CORE FUND | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Schwab U.S. Dividend Equity ETF | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | AB Tax Aware Overlay B Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Tax-Managed Int'l Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | AB Value Fund Adv | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | AB Discovery Value Adv | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | Bernstein Diversified Municipal Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:02 | |
| – | Rosen, Jeffrey A | Deputy Attorney General | AB Value Fund Adv | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:02 |
Assets & income
Everything disclosed across this official's filings
showing 231 of 231 matching rows — search reaches all 231
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Rosen, Jeffrey A | SWSXX Schwab Cash Reserves MM | $1,000,001 - $5,000,000 | $3.0M | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Schwab Cash Reserves | $1,000,001 - $5,000,000 | $3.0M | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #6 (CDs) | $1,000,001 - $5,000,000 | $3.0M | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VTSAX Vanguard Total Stock Market Index Fund | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Prime Money Market Fund | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VTSAX Vanguard Total Stock Market Index Fund | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | BERNSTEIN DIVERSIFIED MUNI PORTFOLIO (SNDPX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | TAX-AWARE OVERLAY A PORTFOLIO CLASS 1 (SATOX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #6 (CDs) | $500,001 - $1,000,000 | $750K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Treasury Money Market Fund | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Prime Money Market Fund | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | BERNSTEIN DIVERSIFIED MUNI PORTFOLIO | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | TAX-AWARE OVERLAY A PORTFOLIO CLASS 1 (SATOX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VWIUX Vanguard Intermediate Term Tax Exempt Fund | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VTIAX Vanguard Total International Stock Index Fund | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | TAX-AWARE OVERLAY B PORTFOLIO CLASS 1 (SBTOX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | BERNSTEIN TAX-MANAGED INT'L PORTFOLIO (SNIVX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB MULTI-MANAGER ALTERNATIVE FUND | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS INC FUND AMR A (AMECX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CAPITAL INCOME BLDR CL A (CAIBX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Pacific Life Flexible Premium Indexed Adjustable Variable Life Insurance: 1-Yr High Par Indexed Account (linked to S&P 5 | $250,001 - $500,000 | $375K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | APGYX AB Large Cap Growth Fund Advisor Class | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ABVYX AB Value Fund Advisor Class | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | COFYX Columbia Contrarian Core Fund Institutional 3 Class | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #1 (cash) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VWIUX Vanguard Intermediate Term Tax Exempt Fund | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VTIAX Vanguard Total International Stock Index Fund | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | TAX-AWARE OVERLAY B PORTFOLIO CLASS 1 (SBTOX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | BERNSTEIN TAX-MANAGED INT'L PORTFOLIO | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB MULTI-MANAGER ALTERNATIVE FUND | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS INC FUND AMR A (AMECX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CAPITAL INCOME BLDR CL A (CAIBX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS CAP WRLD G/I A (CWGIX) | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Pacific Life Flexible Premium Indexed Adjustable Variable Life Insurance: 1-Yr High Par Indexed Account (linked to S&P 5 | $250,001 - $500,000 | $375K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB Large Cap Growth Fund Advisor Class | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB Value Fund Advisor Class | $250,001 - $500,000 | $375K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Total Bond Market Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Total Stock Market Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | LSGR NATIXIS LOOMIS SAYLES GROWTH FUND CL Y | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | COFYX Columbia Contrarian Core Fund Institutional 3 Class | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PCBIX Principal MidCap Fund Institutional Clas | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | EGFIX Advisors Inner Circle Edgewood Growth Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | NSEPX Columbia Select Large Equity Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DSEEX Doubleline Shiller Enhanced CAPE Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CMGIX BlackRock MidCap Growth Equity Portfolio | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | LMNSX Clearbridge SmallCap Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | JEMSX JPMorgan TR1 Emerging Mkt Select Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FSRNX Fidelity Real Estate Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Roth IRA: Vanguard Total Stock Mkt Index | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #1 (cash) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VEMAX Vanguard Emerging Markets Stock Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VBTLX Vanguard Total Bond Market Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | NY ST URB DEV CORP 5%27 TAX SPL DUE 03/15/27 | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | UNIV CINCINNATI OH 5%25 EDUC PUB DUE 06/01/25 | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST PUB SCH AUTH 5%24 SCH IMPT DUE 08/01/24 | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS CAP WRLD G/I A (CWGIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS WASH MUTUAL A (AWSHX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS INVST CO AMR A (AIVSX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | John Hancock variable life insurance:Blue Chip Growth Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Emerging Markets Stock Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Total Bond Market Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Total International Stock Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Total Stock Market Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PCBIX Principal MidCap Fund Institutional Clas | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Columbia Select Large Equity Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DSEEX Doubleline Shiller Enhanced CAPE Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CMGIX BlackRock MidCap Growth Equity Portfolio | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | JPMorgan Emerging Mkt Equity Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Touchstone Sands Capital Select Growth Fund Class Y Shares (CFSIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | MFS Research International Fund Class I Shares (MRSIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Morgan Stanley Institutional Fund Trust Growth Portfolio | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Columbia Select Mid Cap Value Fund Institutional 3 Class Shares | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Roth IRA: Vanguard Treasury Money Market | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VEMAX Vanguard Emerging Markets Stock Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VBTLX Vanguard Total Bond Market Index Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | NY ST URB DEV CORP 5%27 TAX SPL DUE 03/15/27 | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | UNIV CINCINNATI OH 5%25 EDUC PUB DUE 06/01/25 | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST PUB SCH AUTH 5%24 SCH IMPT DUE 08/01/24 | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS WASH MUTUAL A (AWSHX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMER FDS INVST CO AMR A (AIVSX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | John Hancock variable life insurance:Blue Chip Growth Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Emerging Markets Stock Index Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Total International Stock Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | US brokerage money market account (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CCALX Conestoga Small Cap Institutional Class | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | HLMIX Harding Loevner International Equity Portfolio Institutional Class | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | OANIX Oakmark International Fund Class Institutional | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRZIX T. Rowe Price Emerging Markets Stock Fund I Class | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #2 (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VEUSX Vanguard European Stock Index Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VWEAX Vanguard High Yield Corporate Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Schwab U.S. Dividend Equity ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FL ST B/E PUB ED 5%22 TAX EXIT DUE 06/01/22 | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | OR ST DEPT ADMN LTR 5%24 VP DUE 04/01/24 | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | BERNSTEIN EMERGING MRKTS PORTFOLIO (SNEMX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | WELLS FARGO ADVISORS MONEY MARKET | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH CPN 3.050% DUE 10/01/22 | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | John Hancock variable life insurance: Midcap Index Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | US brokerage money market account (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CCALX Conestoga Small Cap Institutional Class | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRZIX T. Rowe Price Emerging Markets Stock Fund I Class | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Fidelity Real Estate Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Delaware Small Cap Core Fund Class R6 Shares (DCZRX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Harbor Small Cap Value Fund (HASCX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VWEAX Vanguard High Yield Corporate Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FL ST B/E PUB ED 5%22 TAX EXIT DUE 06/01/22 | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | OR ST DEPT ADMN LTR 5%24 VP DUE 04/01/24 | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB DISCOVERY GRWTH FUND- ADV | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB DISCOVERY VALUE FUND- ADV | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | BERNSTEIN EMERGING MRKTS PORTFOLIO | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | WELLS FARGO ADVISORS MONEY MARKET | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH CPN 3.050% DUE 10/01/22 | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | John Hancock variable life insurance: Midcap Index Fund | $50,001 - $100,000 | $75K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Inflation Protected Securities Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ISHARES MSCI EAFE SMALL-CAP ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. CMA account #4 (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FMOXX Fidelity Tax Exempt MMF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FEQTX Fidelity Equity Dividend Income Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DC INCOME TAX 5%23 TAX COMB DUE 12/01/23 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DENTON TX 5%21 GO LTX DUE 02/15/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | KING CNTY WA SD #40 5%21 GO UTX DUE 12/01/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | MN PFA REVOLVING 5%23 AUTH POOL DUE 03/01/23 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | NY ST PWR AUTH 5%22 UTIL PWR DUE 11/15/22 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PENNSYLVANIA ST 5.375%20 GO UTX DUE 07/01/20 AS | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | SANTA CLARA CA FA 4%23 BLDG LEAS DUE 02/01/23 XT | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB DISCOVERY GRWTH FUND- ADV (CHCYX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AB DISCOVERY VALUE FUND- ADV (ABYSX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMERICAN FDS DEV WORLD A (DWGAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | SMYTH CNTY VA PUB IMPT SERA G/OCPN 4.0% 11/01/31 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH 2.850% DUE 10/01/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA SMALL BUSI FING AUTH REV RFDG HAMPTON U | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA IDA REV HC INOVA HLTH 4.0% | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | UPPER OCCOQUAN SWR AUTH VA 3% 07/01/44 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | POQUOSON VA RFDG G/O 4% 02/15/25 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA CLG BLDG AUTH VA EDL FACS REV HIGH ED 4% | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VIRGINIA ST HSG DEV AUTH 4.000% DUE 10/01/30 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA SMALL BUSINESS FING AUTH 5.250% DUE 04/01/26 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA SMALL BUSINESS FING 4.750% DUE 04/01/23 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA ECON DEV AUTH REV WIEHLE AVE | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SER F 3.375% 10/1/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ARLINGTON CNTY VA IDA HSP FAC REV RFDG VA HOS | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG 3.950% DUE 08/01/23 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ROANOKE VA IDA HSP REV UNREFUND REF CARILLION | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA CLLG BLDG AUTH VA EDL FACS 4.000% DUE 09/01/30 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SER F 2.900% 10/1/20 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST PUB SCH AUTH RFDG 1997 RESOLUTION 3% | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | LYNCHBURG VA ECON DEV AUTH EDL FACS REV LYNC | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SERE 4.4% 10/1/40 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST PUB BLDG AUTH PUB FACS REV RFDG SER C | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SER B 3% 8/1/27 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VIRGINIA ST PUB BLDG AUTH PUB FACS REV SER A | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH CMWLTH MTG 2.400% 10/1/20 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Vanguard Inflation Protected Securities Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | William Blair International Small Cap Growth Fund (WIISX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Columbia Dividend Income Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #2 (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. CMA account #4 (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Fidelity Tax Exempt MMF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FEQTX Fidelity Equity Dividend Income Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DC INCOME TAX 5%23 TAX COMB DUE 12/01/23 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | KING CNTY WA SD #40 5%21 GO UTX DUE 12/01/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | MN PFA REVOLVING 5%23 AUTH POOL DUE 03/01/23 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | NY ST PWR AUTH 5%22 UTIL PWR DUE 11/15/22 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | SANTA CLARA CA FA 4%23 BLDG LEAS DUE 02/01/23 XT | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | AMERICAN FDS DEV WORLD A (DWGAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | SMYTH CNTY VA PUB IMPT SERA G/OCPN 4.0% 11/01/31 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH 2.850% DUE 10/01/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA SMALL BUSINESS FING AUTH REV RFDG 4% HAMPTON U | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | UPPER OCCOQUAN SWR AUTH VA 3% 07/01/44 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SER F 3.375% 10/1/21 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST PUB SCH AUTH RFDG 1997 RESOLUTION 3% | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | LYNCHBURG VA ECON DEV AUTH EDL FACS REV LYNC | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST PUB BLDG AUTH PUB FACS REV RFDG SER C | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SER B 3% 8/1/27 | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VIRGINIA ST PUB BLDG AUTH PUB FACS REV SER A | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA INDL DEV AUTH REV RFDG INOVA H | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #3 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRINCE WILLIAM CNTY VA IDA HC REV RFDG NOVANT | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA INDL DEV AUTH REV RFDG INOVA H | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ROANOKE VA ECON DEV AUTH HSP REV RFDG CAROLI | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA COMWLTH UNIV HLTH SYS AUTH REV GEN 4.25% | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL 4.375% DUE 12/01/31 | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA IDA REV HC INOVA HLTH SYS PROJ | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRINCE WILLIAM CNTY VA IDA HC RFDG NOVANT HLTH | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRINCE WILLIAM CNTY VA IDA HC REV NOVANT OBLIG | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | SPOTSYLVANIA CNTY VA ECON DEV AUTH PUB FAC RE | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DISTRICT COLUMBIA TAX INCREMENT REV CITY MKT | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | MAHOMET IL ALT REV SOURCE DB B\E 4.500% 01/01/34 | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #5 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #3 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRINCE WILLIAM CNTY VA IDA HC REV RFDG NOVANT | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA COMWLTH UNIV HLTH SYS AUTH REV GEN 4.25% | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL 4.375% DUE 12/01/31 | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA IDA REV HC INOVA HLTH SYS PROJ | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRINCE WILLIAM CNTY VA IDA HC RFDG NOVANT HLTH | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PRINCE WILLIAM CNTY VA IDA HC REV NOVANT OBLIG | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | SPOTSYLVANIA CNTY VA ECON DEV AUTH PUB FAC RE | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DISTRICT COLUMBIA TAX INCREMENT REV CITY MKT | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | U.S. bank account #5 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CA ST DEPT WTR RES 5%19 UTIL ELEC DUE 05/01/19 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | MINNESOTA ST 5%19 GO UTX DUE 08/01/19 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Schwab U.S. Dividend Equity ETF | $0 - $1,000 | $500 | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | DENTON TX 5%21 GO LTX DUE 02/15/21 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | PENNSYLVANIA ST 5.375%20 GO UTX DUE 07/01/20 AS | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA IDA REV HC INOVA HLTH 4.0% | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | POQUOSON VA RFDG G/O 4% 02/15/25 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA CLG BLDG AUTH VA EDL FACS REV HIGH ED 4% | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VIRGINIA ST HSG DEV AUTH 4.000% DUE 10/01/30 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA SMALL BUSINESS FING AUTH 5.250% DUE 04/01/26 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA SMALL BUSINESS FING 4.750% DUE 04/01/23 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | FAIRFAX CNTY VA ECON DEV AUTH REV WIEHLE AVE | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ARLINGTON CNTY VA IDA 4.25% HSP FAC REV RFDG VA HOS | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG 3.950% DUE 08/01/23 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ROANOKE VA IDA HSP REV UNREFUND REF CARILLION | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA CLLG BLDG AUTH VA EDL FACS 4.000% DUE 09/01/30 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SER F 2.900% 10/1/20 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH RNTL HSG SERE 4.4% 10/1/40 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | ROANOKE VA ECON DEV AUTH HSP REV RFDG CAROLI | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | MAHOMET IL ALT REV SOURCE DB B\E 4.500% 01/01/34 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | VA ST HSG DEV AUTH CMWLTH MTG 2.400% 10/1/20 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Kirkland & Ellis LLP, defined benefit plan (value not readily ascertainable) | – | – | Retirement Payments (a | 2026-05-04 21:02 |
| Rosen, Jeffrey A | St. Paul Business Trust, defined benefit plan (value not readily ascertainable) Trust will assume majority of Kirkland's | – | – | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Fund | – | – | – | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Kirkland & Ellis LLP, defined benefit plan (value not readily ascertainable) | – | – | Retirement Payments (a | 2026-05-04 21:02 |
| Rosen, Jeffrey A | St. Paul Business Trust, defined benefit plan (value not readily ascertainable) Trust assumed majority of Kirkland's pen | – | – | Retirement payments (a | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Fund | – | – | – | 2026-05-04 21:02 |
Liabilities
showing 4 of 4 matching rows — search reaches all 4
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Rosen, Jeffrey A | Citibank | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2013 | 3.375% | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CENLAR | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2013 | 3.375 | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Citibank | Mortgage on Personal Residence | $50,001 - $100,000 | $75K | 2013 | 4.875% 3/1 y | 2026-05-04 21:02 |
| Rosen, Jeffrey A | CENLAR | Mortgage on Personal Residence | $50,001 - $100,000 | $75K | 2013 | 3.0 | 2026-05-04 21:02 |
Positions held outside government
showing 2 of 2 matching rows — search reaches all 2
| Official ▲ | Organization | Position | Org type | From | To | Processed (UTC) |
|---|---|---|---|---|---|---|
| Rosen, Jeffrey A | Jeffrey Adam Rosen Revocable Living Trust (no reportable assets) | Trust Trustee | Trust Trustee | 12/1996 | Present | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Family Revocable Living Trust (no reportable assets) | Trust Trustee | Trust Trustee | 12/1996 | Present | 2026-05-04 21:02 |
Employment agreements & arrangements
showing 4 of 4 matching rows — search reaches all 4
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Rosen, Jeffrey A | Kirkland & Ellis LLP | I will continue to participate in this defined benefit plan. St. Paul Business Trust will assume majority of Kirkland pension obligation at age 61. | 6/1982 | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Kirkland & Ellis LLP 401k | I continue to have holdings in this defined contribution plan, but the firm does not make any contributions after my retirement in 2017. | 5/2009 | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Kirkland & Ellis LLP | I continue to participate in this defined benefit plan. St. Paul Business Trust has assumed majority of Kirkland pension obligation at age 61. | 6/1982 | 2026-05-04 21:02 |
| Rosen, Jeffrey A | Kirkland & Ellis LLP 401k | I continue to have holdings in this defined contribution plan, but the firm does not make any contributions after my retirement in 2017. | 5/2009 | 2026-05-04 21:02 |
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.