Jeffrey A. Rosen Stock Trades
Deputy Attorney GeneralFormer member
- Trades on file
- 48
- Buys / sells
- 24 / 24
- Last trade
- Dec 31, 2020
- Typical amount
- $15,001 – $50,000
Jeffrey A. Rosen's trading activity
Jeffrey A. Rosen has 48 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. The most frequently reported tickers are OAKI (1 trade), SCZ (1 trade) and VXUS (1 trade). Across all reported trades, 24 were purchases and 24 were sales (full or partial).
The most recent reported transaction is dated Dec 31, 2020, and the latest report was filed on Feb 17, 2021. The most common reported amount range is $15,001 – $50,000; the forms list value ranges rather than exact amounts.
Summary generated from market data by MetaCap's automated system. Methodology
Trades by year
| Year | Trades |
|---|---|
| 2020 | 48 |
Stocks Jeffrey A. Rosen trades most
Jeffrey A. Rosen trade history
| Asset | Type | Amount | Traded | Filing |
|---|---|---|---|---|
| AB Multi-Manager Alternative Fundfund | Buy | $15,001 – $50,000 | Dec 31, 2020 | Filing for Jeffrey A. Rosen AB Multi-Manager Alternative Fund trade |
| SCZiShares MSCI EAFE Small-Cap ETF | Sell | $15,001 – $50,000 | Dec 28, 2020 | Filing for Jeffrey A. Rosen SCZ trade |
| Conestoga Small Cap Fundfund | Sell | $15,001 – $50,000 | Dec 28, 2020 | Filing for Jeffrey A. Rosen Conestoga Small Cap Fund trade |
| BlackRock Mid-Cap Growth Equity Portfoliofund | Sell | $100,001 – $250,000 | Dec 28, 2020 | Filing for Jeffrey A. Rosen BlackRock Mid-Cap Growth Equity Portfolio trade |
| Columbia Select Mid Cap Value Fundfund | Buy | $100,001 – $250,000 | Dec 28, 2020 | Filing for Jeffrey A. Rosen Columbia Select Mid Cap Value Fund trade |
| Harbor Small Cap Value Fundfund | Buy | $50,001 – $100,000 | Dec 28, 2020 | Filing for Jeffrey A. Rosen Harbor Small Cap Value Fund trade |
| William Blair International Small Cap Growthstock | Buy | $15,001 – $50,000 | Dec 28, 2020 | Filing for Jeffrey A. Rosen William Blair International Small Cap Growth trade |
| Bernstein Diversified Municipal Portfoliofund | Buy | $1,001 – $15,000 | Dec 18, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| AB Tax-Aware Overlay A Portfoliofund | Buy | $1,001 – $15,000 | Dec 16, 2020 | Filing for Jeffrey A. Rosen AB Tax-Aware Overlay A Portfolio trade |
| AB Tax-Aware Overlay B Portfoliofund | Buy | $1,001 – $15,000 | Dec 16, 2020 | Filing for Jeffrey A. Rosen AB Tax-Aware Overlay B Portfolio trade |
| AB Value Fund Advfund | Buy | $1,001 – $15,000 | Dec 14, 2020 | Filing for Jeffrey A. Rosen AB Value Fund Adv trade |
| AB Large Cap Growth Advstock | Buy | $1,001 – $15,000 | Dec 10, 2020 | Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade |
| AB Emerging Market Portfoliofund | Buy | $1,001 – $15,000 | Dec 9, 2020 | Filing for Jeffrey A. Rosen AB Emerging Market Portfolio trade |
| Bernstein Tax-Managed Int'l Portfoliofund | Buy | $1,001 – $15,000 | Nov 27, 2020 | Filing for Jeffrey A. Rosen Bernstein Tax-Managed Int'l Portfolio trade |
| Bernstein Diversified Municipal Portfoliofund | Buy | $1,001 – $15,000 | Nov 20, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| Bernstein Diversified Municipal Portfoliofund | Sell | $1,001 – $15,000 | Oct 21, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| Bernstein Diversified Municipal Portfoliofund | Buy | $1,001 – $15,000 | Oct 20, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| Bernstein Diversified Municipal Portfoliofund | Buy | $1,001 – $15,000 | Sep 18, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| NatixisLoomis Sayles Growth Fundfund | Sell | $50,001 – $100,000 | Sep 9, 2020 | Filing for Jeffrey A. Rosen NatixisLoomis Sayles Growth Fund trade |
| Columbia Dividend Income Fundfund | Buy | $15,001 – $50,000 | Sep 9, 2020 | Filing for Jeffrey A. Rosen Columbia Dividend Income Fund trade |
| Touchstone Sands Capital Select Growthstock | Buy | $50,001 – $100,000 | Sep 9, 2020 | Filing for Jeffrey A. Rosen Touchstone Sands Capital Select Growth trade |
| AB Large Cap Growth Advstock | Sell | $15,001 – $50,000 | Aug 28, 2020 | Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade |
| Advisors Inner Circle Edgewood Growth Fundfund | Sell | $50,001 – $100,000 | Jul 23, 2020 | Filing for Jeffrey A. Rosen Advisors Inner Circle Edgewood Growth Fund trade |
| NatixisLoomis Sayles Growth Fundfund | Sell | $50,001 – $100,000 | Jul 23, 2020 | Filing for Jeffrey A. Rosen NatixisLoomis Sayles Growth Fund trade |
| Touchstone Sands Capital Select Growthstock | Buy | $100,001 – $250,000 | Jul 23, 2020 | Filing for Jeffrey A. Rosen Touchstone Sands Capital Select Growth trade |
| Bernstein Diversified Municipal Portfoliofund | Sell | $1,001 – $15,000 | Jul 21, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| DoubleLine Shiller Enhanced CAPE Fundfund | Sell | $50,001 – $100,000 | Jun 19, 2020 | Filing for Jeffrey A. Rosen DoubleLine Shiller Enhanced CAPE Fund trade |
| ClearBridge Small Cap Fundfund | Sell | $50,001 – $100,000 | Jun 19, 2020 | Filing for Jeffrey A. Rosen ClearBridge Small Cap Fund trade |
| Delaware Small Cap Core Fundfund | Buy | $50,001 – $100,000 | Jun 19, 2020 | Filing for Jeffrey A. Rosen Delaware Small Cap Core Fund trade |
| Morgan Stanley Institutional Fund Trustfund | Buy | $50,001 – $100,000 | Jun 19, 2020 | Filing for Jeffrey A. Rosen Morgan Stanley Institutional Fund Trust trade |
| Principal MidCap Fundfund | Buy | $15,001 – $50,000 | Jun 19, 2020 | Filing for Jeffrey A. Rosen Principal MidCap Fund trade |
| AB Large Cap Growth Advstock | Sell | $15,001 – $50,000 | Apr 30, 2020 | Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade |
| Bernstein Diversified Municipal Portfoliofund | Sell | $1,001 – $15,000 | Apr 22, 2020 | Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade |
| Advisors Inner Circle Edgewood Growth Fundfund | Sell | $50,001 – $100,000 | Mar 31, 2020 | Filing for Jeffrey A. Rosen Advisors Inner Circle Edgewood Growth Fund trade |
| Harding Loevner International Equity Portfoliofund | Sell | $15,001 – $50,000 | Mar 31, 2020 | Filing for Jeffrey A. Rosen Harding Loevner International Equity Portfolio trade |
| ClearBridge Small Cap Fundfund | Sell | $15,001 – $50,000 | Mar 31, 2020 | Filing for Jeffrey A. Rosen ClearBridge Small Cap Fund trade |
| Columbia Contrarian Core Fundfund | Buy | $50,001 – $100,000 | Mar 31, 2020 | Filing for Jeffrey A. Rosen Columbia Contrarian Core Fund trade |
| MFS Research International Fundfund | Buy | $15,001 – $50,000 | Mar 31, 2020 | Filing for Jeffrey A. Rosen MFS Research International Fund trade |
| Fuller & Thaler Behavioral Small-Cap Equitystock | Buy | $50,001 – $100,000 | Mar 31, 2020 | Filing for Jeffrey A. Rosen Fuller & Thaler Behavioral Small-Cap Equity trade |
| OAKIOakmark International Large Cap ETF | Sell | $15,001 – $50,000 | Mar 20, 2020 | Filing for Jeffrey A. Rosen OAKI trade |
| MFS Research International Fundfund | Buy | $15,001 – $50,000 | Mar 20, 2020 | Filing for Jeffrey A. Rosen MFS Research International Fund trade |
| VXUSVanguard Total International Stock ETF | Sell | $100,001 – $250,000 | Mar 19, 2020 | Filing for Jeffrey A. Rosen VXUS trade |
| Vanguard Total Stock Market Index Fundetf | Sell | $250,001 – $500,000 | Mar 19, 2020 | Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade |
| Vanguard European Stock Index Fundetf | Sell | $15,001 – $50,000 | Mar 18, 2020 | Filing for Jeffrey A. Rosen Vanguard European Stock Index Fund trade |
| Vanguard Total Stock Market Index Fundetf | Sell | $100,001 – $250,000 | Mar 18, 2020 | Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade |
| Vanguard Total Stock Market Index Fundetf | Sell | $500,001 – $1,000,000 | Mar 18, 2020 | Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade |
| Vanguard Total Stock Market Index Fundetf | Sell | $100,001 – $250,000 | Mar 16, 2020 | Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade |
| AB Large Cap Growth Advstock | Sell | $15,001 – $50,000 | Feb 21, 2020 | Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade |
Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.
Frequently asked questions
- What stocks does Jeffrey A. Rosen trade?
- Based on STOCK Act disclosures, Jeffrey A. Rosen's most frequently reported holdings and trades include OAKI, SCZ and VXUS. Disclosures show transactions, not a complete current portfolio, and may include assets held by a spouse or dependent child.
- When did Jeffrey A. Rosen last report a trade?
- The latest transaction on file is dated Dec 31, 2020 and the most recent report was filed on Feb 17, 2021. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
- How many stock trades has Jeffrey A. Rosen disclosed?
- MetaCap has 48 transactions on file for Jeffrey A. Rosen: 24 purchases and 24 sales.
- How much money is involved in Jeffrey A. Rosen's trades?
- Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $15,001 – $50,000.
- Where does this data come from?
- Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.
More Congress trading
Latest filing Feb 17, 2021. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer