Shreve, Jefferson
House · Republican · Indiana-6Transparency grade A
Committee on Appropriations
Disclosed trades
315
Buys / sells
121 / 166
Disclosed volume
$176.7M
bracket midpoints
Avg filing delay
55 days
trade date to filing date
Late filings
1%
past the 45-day deadline
Active since
May 8, 2015
-47.4%
disclosed trades
+7.0%
SPY same dollars, same dates
+13.1%
SPY calendar YTD
-54.4%
alpha vs timing-matched benchmark
Methodology: disclosed dollar ranges at bracket midpoints; purchases open positions at the trade-date price and disclosed sales close them first-in-first-out at the sale-date price. Alpha compares against SPY holding the same dollars over the same dates, so market timing is held constant. As of Aug 31, 2026. Exact amounts and execution prices are not disclosed under the STOCK Act — these are estimates by construction.
Reconstructed portfolioas of Aug 31, 2026 · estimates from disclosed trades
| Ticker | Est. value | Cost basis (midpoints) | First acquired | Open lots |
|---|---|---|---|---|
| PLUS | $35.8M | $36.0M | Dec 29, 2025 | 4 |
| PUKPF | $19.3M | $18.0M | Dec 29, 2025 | 2 |
| NOTE | $7.2M | $78.0M | Nov 13, 2025 | 6 |
| MSFT | $886K | $750K | May 8, 2025 | 1 |
| AMD | $489K | $108K | Mar 31, 2025 | 2 |
| WDC | $411K | $33K | Apr 17, 2025 | 1 |
| LRCX | $314K | $75K | Mar 31, 2025 | 1 |
| XOM | $272K | $183K | Feb 24, 2025 | 3 |
| MRVL | $197K | $46K | Apr 7, 2025 | 1 |
| GS | $118K | $65K | Mar 5, 2025 | 2 |
Showing 10 of 80 reconstructed positions · est. total $67.3M. Reconstructed FIFO from disclosed purchases and sales at bracket midpoints — positions opened before the 3-year reconstruction window are not visible to this method.
Most traded tickers
| Ticker | Name | Trades | Buys | Sells | Disclosed volume | Last trade |
|---|---|---|---|---|---|---|
| TEX | Laredo TEX 5.000 2031-2-15/ 516824JB6 [GS] | 7 | 0 | 7 | $154K | May 13, 2025 |
| NOTE | Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS] | 6 | 6 | 0 | $78.0M | May 20, 2026 |
| PLUS | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | 4 | 4 | 0 | $36.0M | Feb 17, 2026 |
| AAPL | Apple Inc. - Common Stock (AAPL) [ST] | 3 | 2 | 0 | $958K | May 8, 2025 |
| INTU | Intuit Inc. - Common Stock (INTU) [ST] | 3 | 1 | 1 | $383K | May 12, 2025 |
| LIN | Linde plc - Ordinary Shares (LIN) [ST] | 3 | 1 | 2 | $183K | May 12, 2025 |
| XOM | Exxon Mobil Corporation Common Stock (XOM) [ST] | 3 | 3 | 0 | $183K | May 12, 2025 |
| XYZ | Block, Inc. Class A Common Stock, (XYZ) [ST] | 3 | 1 | 1 | $140K | May 8, 2025 |
| ADBE | Adobe Inc. - Common Stock (ADBE) [ST] | 3 | 2 | 1 | $98K | May 8, 2025 |
| AKAM | Akamai Technologies, Inc. - Common Stock (AKAM) [ST] | 3 | 1 | 2 | $98K | May 12, 2025 |
Recent disclosed tradesamounts are disclosed ranges
| Traded | Asset | Type | Amount | Filed | Source |
|---|---|---|---|---|---|
| May 20, 2026 | NOTEMorgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS] | Purchase | $1.0M - $5.0M | Jun 6, 2026 | filing |
| May 20, 2026 | NOTEJP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 [CS] | Purchase | $5.0M - $25.0M | Jun 6, 2026 | filing |
| Feb 17, 2026 | PLUSPrudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | Purchase | $1.0M - $5.0M | Mar 14, 2026 | filing |
| Feb 17, 2026 | PUKPFPrudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | Purchase | $1.0M - $5.0M | Mar 14, 2026 | filing |
| Feb 17, 2026 | PLUSPrudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | Purchase | $1.0M - $5.0M | Mar 14, 2026 | filing |
| Feb 9, 2026 | Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA] | Sale | $5.0M - $25.0M | Mar 14, 2026 | filing |
| Feb 9, 2026 | Brighthouse Buffered Annuity Russell 2000 Cap Rate [VA] | Sale | $5.0M - $25.0M | Mar 14, 2026 | filing |
| Dec 30, 2025 | NOTEJP Morgan 3-year one-time callable barrier note [CS] | Purchase | $5.0M - $25.0M | Jan 2, 2026 | filing |
| Dec 30, 2025 | NOTEJP Morgan 3-year auto callable buffer note [CS] | Purchase | $5.0M - $25.0M | Jan 2, 2026 | filing |
| Dec 30, 2025 | NOTEJP Morgan 3-year auto callable buffer note [CS] | Purchase | $5.0M - $25.0M | Jan 1, 2026 | filing |
| Dec 29, 2025 | PLUSPrudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | Purchase | $5.0M - $25.0M | Jan 1, 2026 | filing |
| Dec 29, 2025 | PUKPFPrudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | Purchase | $5.0M - $25.0M | Dec 31, 2025 | filing |
| Dec 29, 2025 | PLUSPrudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | Purchase | $5.0M - $25.0M | Dec 30, 2025 | filing |
| Nov 13, 2025 | NOTEJP Morgan 5 year Barrier Note INDU/NDX/RTY [CS] | Purchase | $5.0M - $25.0M | Dec 14, 2025 | filing |
| May 13, 2025 | MTNWells Fargo 5.574 07/25/29 '28 Mtn [CS] | Sale | $15K - $50K | Jun 22, 2025 | filing |
| May 13, 2025 | CNTYWeld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 [GS] | Sale | $15K - $50K | Jun 22, 2025 | filing |
| May 13, 2025 | Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 [GS] | Sale | $50K - $100K | Jun 22, 2025 | filing |
| May 13, 2025 | South Jordan Utah Sales Tax Rev 5.00 2028-8-15 [GS] | Sale | $1K - $15K | Jun 22, 2025 | filing |
| May 13, 2025 | PNCPNC Finl Svc 6.875 10/20/34 '33 FRN [CS] | Sale | $50K - $100K | Jun 22, 2025 | filing |
| May 13, 2025 | WASHPierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 [GS] | Sale | $15K - $50K | Jun 22, 2025 | filing |
| May 13, 2025 | Oviedo FLA Util Rev 5.0000 2032-10- 01 [GS] | Sale | $1K - $15K | Jun 22, 2025 | filing |
| May 13, 2025 | PWROmaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS] | Sale | $15K - $50K | Jun 22, 2025 | filing |
| May 13, 2025 | New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS] | Sale | $1K - $15K | Jun 22, 2025 | filing |
| May 13, 2025 | New York NY 5.0000 2028-08-01 [GS] | Sale | $15K - $50K | Jun 22, 2025 | filing |
| May 13, 2025 | STMinnesota ST 5.00 2025-08-01 [GS] | Sale | $15K - $50K | Jun 22, 2025 | filing |
Showing 25 of 315 disclosed trades · open the full history in the workspace — free account
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