Congress Trades

Coverage gap. Senate eFD: the last 13 checks failed; last successful check Oct 23. New filings from this source are not coming in. Newest Senate eFD filing on this site: 2026-10-21.

Source status

Jefferson Shreve

RRepublicanHouseIN-06Current memberTerm Jan 3, 2025 – Jan 3, 2027
Committees

Current-Congress assignments from the official roster; leadership seats are outlined.

Filing statistics

Official dates; averages are derived
Filed on time
53%
299 of 636 trades late · slowest 3,698 days
Avg filing frequency
Every 44 days
12 filings
Since last filing
153 days
Jun 6, 2026
Transactions
636
207 buys · 427 sells · 15 in review

Whale profile Estimated

Notable
Whale score
90/ 100

Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count. Notable: top-10 volume

12-month volume
$207M
17 trades · midpoints
Largest trade
$5,000,001 - $25,000,000
Median midpoint $15M
All-time volume
$237.9M
634 trades
Late filings
299
Filed after the STOCK Act deadline
Hindsight 15% moves
11.6% · 64 of 634
Stock moved 15%+ the trade's way within 30 trading days
Avg 30-day forward return
-1.5%
Sign-adjusted: buys +, sells −

Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated

Unusual activity Estimated

  • 76Whale tradePublic Jun 6, 2026 · traded May 20, 2026

    Jefferson Shreve bought $5M–$25M of JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May

    Details
    Politician
    Jefferson Shreve
    Asset
    JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026
    Tx type
    buy
    Traded
    May 20, 2026
    Filed
    Jun 6, 2026
    Amount low
    $5M
    Amount high
    $25M
    Range midpoint (estimate)
    $15M
    Disclosed range
    $5,000,001 - $25,000,000
    Reporting lag days
    17
    Owner type
    self
    Is whale
    Yes
    Public from
    Jun 6, 2026
    Method version
    2026-11-03
  • 62Whale tradePublic Jun 6, 2026 · traded May 20, 2026

    Jefferson Shreve bought $1M–$5M of Morgan Stanley 37-Month One-time Callable Note INDU/SPX - Ma

    Details
    Politician
    Jefferson Shreve
    Asset
    Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026
    Tx type
    buy
    Traded
    May 20, 2026
    Filed
    Jun 6, 2026
    Amount low
    $1M
    Amount high
    $5M
    Range midpoint (estimate)
    $3M
    Disclosed range
    $1,000,001 - $5,000,000
    Reporting lag days
    17
    Owner type
    self
    Is whale
    Yes
    Public from
    Jun 6, 2026
    Method version
    2026-11-03
  • 76Whale tradePublic Mar 14, 2026 · traded Feb 9, 2026

    Jefferson Shreve sold $5M–$25M of Brighthouse Buffered Annuity S&P 500 Trigger Rate

    Details
    Politician
    Jefferson Shreve
    Asset
    Brighthouse Buffered Annuity S&P 500 Trigger Rate
    Tx type
    sell
    Traded
    Feb 9, 2026
    Filed
    Mar 14, 2026
    Amount low
    $5M
    Amount high
    $25M
    Range midpoint (estimate)
    $15M
    Disclosed range
    $5,000,001 - $25,000,000
    Reporting lag days
    33
    Owner type
    self
    Is whale
    Yes
    Public from
    Mar 14, 2026
    Method version
    2026-11-03
  • 76Whale tradePublic Mar 14, 2026 · traded Feb 9, 2026

    Jefferson Shreve sold $5M–$25M of Brighthouse Buffered Annuity Russell 2000 Cap Rate

    Details
    Politician
    Jefferson Shreve
    Asset
    Brighthouse Buffered Annuity Russell 2000 Cap Rate
    Tx type
    sell
    Traded
    Feb 9, 2026
    Filed
    Mar 14, 2026
    Amount low
    $5M
    Amount high
    $25M
    Range midpoint (estimate)
    $15M
    Disclosed range
    $5,000,001 - $25,000,000
    Reporting lag days
    33
    Owner type
    self
    Is whale
    Yes
    Public from
    Mar 14, 2026
    Method version
    2026-11-03
  • 62Whale tradePublic Mar 14, 2026 · traded Feb 17, 2026

    Jefferson Shreve bought $1M–$5M of Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 P

    Details
    Politician
    Jefferson Shreve
    Asset
    Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
    Tx type
    buy
    Traded
    Feb 17, 2026
    Filed
    Mar 14, 2026
    Amount low
    $1M
    Amount high
    $5M
    Range midpoint (estimate)
    $3M
    Disclosed range
    $1,000,001 - $5,000,000
    Reporting lag days
    25
    Owner type
    self
    Is whale
    Yes
    Public from
    Mar 14, 2026
    Method version
    2026-11-03
  • 62Whale tradePublic Mar 14, 2026 · traded Feb 17, 2026

    Jefferson Shreve bought $1M–$5M of Prudential RILA - 10% Buffer 3-year S&P 500 Index

    Details
    Politician
    Jefferson Shreve
    Asset
    Prudential RILA - 10% Buffer 3-year S&P 500 Index
    Tx type
    buy
    Traded
    Feb 17, 2026
    Filed
    Mar 14, 2026
    Amount low
    $1M
    Amount high
    $5M
    Range midpoint (estimate)
    $3M
    Disclosed range
    $1,000,001 - $5,000,000
    Reporting lag days
    25
    Owner type
    self
    Is whale
    Yes
    Public from
    Mar 14, 2026
    Method version
    2026-11-03
  • 62Whale tradePublic Mar 14, 2026 · traded Feb 17, 2026

    Jefferson Shreve bought $1M–$5M of Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 P

    Details
    Politician
    Jefferson Shreve
    Asset
    Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
    Tx type
    buy
    Traded
    Feb 17, 2026
    Filed
    Mar 14, 2026
    Amount low
    $1M
    Amount high
    $5M
    Range midpoint (estimate)
    $3M
    Disclosed range
    $1,000,001 - $5,000,000
    Reporting lag days
    25
    Owner type
    self
    Is whale
    Yes
    Public from
    Mar 14, 2026
    Method version
    2026-11-03
  • 76Whale tradePublic Jan 2, 2026 · traded Dec 30, 2025

    Jefferson Shreve bought $5M–$25M of JP Morgan 3-year one-time callable barrier note

    Details
    Politician
    Jefferson Shreve
    Asset
    JP Morgan 3-year one-time callable barrier note
    Tx type
    buy
    Traded
    Dec 30, 2025
    Filed
    Jan 2, 2026
    Amount low
    $5M
    Amount high
    $25M
    Range midpoint (estimate)
    $15M
    Disclosed range
    $5,000,001 - $25,000,000
    Reporting lag days
    3
    Owner type
    self
    Is whale
    Yes
    Public from
    Jan 2, 2026
    Method version
    2026-11-03
  • 76Whale tradePublic Jan 2, 2026 · traded Dec 30, 2025

    Jefferson Shreve bought $5M–$25M of JP Morgan 3-year auto callable buffer note

    Details
    Politician
    Jefferson Shreve
    Asset
    JP Morgan 3-year auto callable buffer note
    Tx type
    buy
    Traded
    Dec 30, 2025
    Filed
    Jan 2, 2026
    Amount low
    $5M
    Amount high
    $25M
    Range midpoint (estimate)
    $15M
    Disclosed range
    $5,000,001 - $25,000,000
    Reporting lag days
    3
    Owner type
    self
    Is whale
    Yes
    Public from
    Jan 2, 2026
    Method version
    2026-11-03
  • 76Whale tradePublic Jan 1, 2026 · traded Dec 29, 2025

    Jefferson Shreve bought $5M–$25M of Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 P

    Details
    Politician
    Jefferson Shreve
    Asset
    Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
    Tx type
    buy
    Traded
    Dec 29, 2025
    Filed
    Jan 1, 2026
    Amount low
    $5M
    Amount high
    $25M
    Range midpoint (estimate)
    $15M
    Disclosed range
    $5,000,001 - $25,000,000
    Reporting lag days
    3
    Owner type
    self
    Is whale
    Yes
    Public from
    Jan 1, 2026
    Method version
    2026-11-03

Estimated portfolio Estimated

$1,039,585
30-day change
-$28.7K -2.7%
Return vs S&P 500 proxy
+6.6% vs +8.2%
Return index · 100 = break-even83 positions · as of Nov 5, 2026

Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated

Top holdings Estimated

  • GE Aerospace
    5.8%
    $60K
  • ConocoPhillips
    5.3%
    $54.6K
  • Danaher Corporation
    5.1%
    $52.9K
  • Western Digital Corporation
    5.0%
    $51.5K
  • ExxonMobil Holdings Corporation
    4.8%
    $50K
  • Amgen Inc.
    4.4%
    $46.2K
  • Cboe Global Markets, Inc.
    4.1%
    $43K
  • Highwoods Properties, Inc.
    3.8%
    $39.1K
  • Akamai Technologies, Inc.
    3.4%
    $35K
  • Lowe's Companies, Inc.
    3.2%
    $32.9K

Sector allocation Estimated

  • Technology
    26.2%
    $272.5K
  • Industrials
    15.7%
    $163K
  • Healthcare
    15.5%
    $161.3K
  • Energy
    13.5%
    $140.3K
  • Financial Services
    9.6%
    $100K
  • Consumer Cyclical
    8.6%
    $89.2K
  • Real Estate
    3.9%
    $40.3K
  • Basic Materials
    3.8%
    $39.9K
  • Communication Services
    2.0%
    $20.9K
  • Consumer Defensive
    1.0%
    $10.7K
  • Utilities
    0.1%
    $1.5K

Trades

Best buys after disclosure vs the S&P 500 Estimated

Since the disclosure · shares only
Disclosed trades
TickerAssetTypeOwnerAmountvs S&P EstimatedTradedFiledSource
WDCWestern Digital Corporation - Common Stock (WDC)BuySelf$15,001 - $50,000+474.4%Apr 17, 2025May 8, 202521dFiling
AMDAdvanced Micro Devices, Inc. (AMD)BuySelf$50,001 - $100,000+295.7%Mar 31, 2025Apr 11, 202511dFiling
AMDAdvanced Micro Devices, Inc. (AMD)BuySelf$15,001 - $50,000+295.7%Mar 5, 2025Apr 11, 202537dFiling

Worst buys after disclosure vs the S&P 500 Estimated

Since the disclosure · shares only
Disclosed trades
TickerAssetTypeOwnerAmountvs S&P EstimatedTradedFiledSource
TTDThe Trade Desk, Inc. - Class A Common Stock (TTD)BuySelf$15,001 - $50,000-111.5%Mar 31, 2025Apr 11, 202511dFiling
TTDThe Trade Desk, Inc. - Class A Common Stock (TTD)BuySelf$15,001 - $50,000-103.5%May 8, 2025Jun 22, 202545dFiling
FISFidelity National Information Services, Inc. Common Stock (FIS)BuySelf$15,001 - $50,000-92.0%Apr 7, 2025May 8, 202531dFiling

Totals: $185.6M bought and $52.3M sold (range midpoints); first trade May 8, 2015, last trade May 20, 2026. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.