All House members

Jefferson Shreve

RHouse · IN-6

STOCK Act filings · simulated, not advice.

annual holdings (2)

Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 03/10/2025 → 11/03/2026.

Simulated portfolio
-56.7%
SPY
+37.2%
vs SPY
-93.9%
Simulated portfolioSPYBuySell
Trades
636
Last traded
05/20/2026
Disclosed (est.)
$237.9M
File lag
37 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
Unmapped
Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026
Purchase
Owner: Self
$1,000,001 - $5,000,00005/20/202606/06/2026n/an/a20034653
Unmapped
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026
Purchase
Owner: Self
$5,000,001 - $25,000,00005/20/202606/06/2026n/an/a20034653
Unmapped
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
Purchase
Owner: Self
$1,000,001 - $5,000,00002/17/202603/14/2026n/an/a20034084
Unmapped
Prudential RILA - 10% Buffer 3-year S&P 500 Index
Purchase
Owner: Self
$1,000,001 - $5,000,00002/17/202603/14/2026n/an/a20034084
Unmapped
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
Purchase
Owner: Self
$1,000,001 - $5,000,00002/17/202603/14/2026n/an/a20034084
Unmapped
Brighthouse Buffered Annuity S&P 500 Trigger Rate
Sale
Owner: Self
$5,000,001 - $25,000,00002/09/202603/14/2026n/an/a20034084
Unmapped
Brighthouse Buffered Annuity Russell 2000 Cap Rate
Sale
Owner: Self
$5,000,001 - $25,000,00002/09/202603/14/2026n/an/a20034084
NOTE
JP Morgan 3-year one-time callable barrier note
Purchase
Owner: Self
$5,000,001 - $25,000,00012/30/202501/02/2026
-99.6%
vs SPY -110.3%
-99.6%
vs SPY -110.2%
20033709
NOTE
JP Morgan 3-year auto callable buffer note
Purchase
Owner: Self
$5,000,001 - $25,000,00012/30/202501/02/2026
-99.6%
vs SPY -110.3%
-99.6%
vs SPY -110.2%
20033709
NOTE
JP Morgan 3-year auto callable buffer note
Purchase
Owner: Self
$5,000,001 - $25,000,00012/30/202501/01/2026
-99.6%
vs SPY -110.3%
-99.6%
vs SPY -110.9%
20033705
Unmapped
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
Purchase
Owner: Self
$5,000,001 - $25,000,00012/29/202501/01/2026n/an/a20033705
NOTE
JP Morgan 3-year auto callable buffer note
Purchase
Owner: Self
$5,000,001 - $25,000,00012/30/202512/31/2025
-99.6%
vs SPY -110.3%
-99.6%
vs SPY -110.9%
20033700
Unmapped
Prudential RILA - 10% Buffer 3-year S&P 500 Index
Purchase
Owner: Self
$5,000,001 - $25,000,00012/29/202512/31/2025n/an/a20033700
NOTE
JP Morgan 3-year auto callable buffer note
Purchase
Owner: Self
$5,000,001 - $25,000,00012/30/202512/30/2025
-99.6%
vs SPY -110.3%
-99.6%
vs SPY -111.1%
20033699
Unmapped
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
Purchase
Owner: Self
$5,000,001 - $25,000,00012/29/202512/30/2025n/an/a20033699
RTY
JP Morgan 5 year Barrier Note INDU/NDX/RTY
Purchase
Owner: Self
$5,000,001 - $25,000,00011/13/202512/14/2025n/an/a20033575
NOTE
Bank of Montreal 13-Month Digital Buffer Note
Purchase
Owner: Self
$5,000,001 - $25,000,00011/13/202512/14/2025
-99.8%
vs SPY -113.2%
-99.6%
vs SPY -111.6%
20033575
Unmapped
Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025n/an/a20030387
Unmapped
Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Comcast 6.50% maturing 11/15/35
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Citigroup Inc 5.875 2033-02-22
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025n/an/a20030387
MTN
Wells Fargo 6.491 10/23/34 '33 MTN
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025
-12.7%
vs SPY +18.0%
-6.2%
vs SPY +21.2%
20030387
MTN
Wells Fargo 5.574 07/25/29 '28 Mtn
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025
-12.7%
vs SPY +18.0%
-6.2%
vs SPY +21.2%
20030387
Unmapped
Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Washington Cnty Tenn 4.0000 2027- 06-01
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025n/an/a20030387
Unmapped
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025n/an/a20030387
Unmapped
Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Texas Tech Univ Revs 5.000 2029- 02-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
South Jordan Utah Sales Tax Rev 5.00 2028-8-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Sherman Tex 5.0000 2025-08-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Port Tacoma Wash Rev 4.0000 2025- 12-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
FRN
PNC Finl Svc 6.875 10/20/34 '33 FRN
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025n/an/a20030387
Unmapped
Plano Tex Indpt Sch Dist 5.0000 2032-02-15
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Oviedo FLA Util Rev 5.0000 2032-10- 01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Oregon St 5.0000 2028-12-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Ohio St Spl Oblig 5.0000 2029-04-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
New York NY 5.0000 2033-08-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
New York NY 5.0000 2028-08-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Minnesota St 5.00000 2025-08-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Minnesota ST 5.00 2025-08-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Memphis TN 5.0000 2032-05-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Maryland St Dept Transn Cons Transn 5.000 2029-09-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Las Vegas Nev 4.000 2027-06-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Laredo TEX 5.000 2031-2-15/ 516824JB6
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Lakewood Ohio City Sch Dist 5.0000 2025-12-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Kansas City MO 4.0000 2030-02-01
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
JP Morgan 4.912 7-25-33 '32/ 46647PDH6
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Houston Tex 5.000 2031-03-01/ 4423315C4
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Grand Praire Tex 5.0000 2032-02-15
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
General Motors Financial Company Inc 2.35 2031-01-08
Sale
Owner: Self
$50,001 - $100,00005/13/202506/22/2025n/an/a20030387
Unmapped
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Florida St Dept Environmental Protn
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15
Sale
Owner: Self
$15,001 - $50,00005/13/202506/22/2025n/an/a20030387
Unmapped
District Columbia Income Tax Rev 5.000 2032-03-01
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Denton Tex Indpt Sch Dist 5.0000 2029-08-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Denton Tex 5.0000 2029-02-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
Unmapped
Denton Cnty Tex 4.0000 2029-07-15
Sale
Owner: Self
$1,001 - $15,00005/13/202506/22/2025n/an/a20030387
DHR
Danaher Corporation Common Stock (DHR)
Sale
Owner: Self
$15,001 - $50,00005/12/202506/22/2025
-15.8%
vs SPY +15.7%
-18.5%
vs SPY +8.9%
20030387
CVS
CVS Health Corporation Common Stock (CVS)
Sale
Owner: Self
$15,001 - $50,00005/12/202506/22/2025
-48.2%
vs SPY -16.6%
-43.7%
vs SPY -16.3%
20030387
CSX
CSX Corporation (CSX)
Sale
Owner: Self
$15,001 - $50,00005/12/202506/22/2025
-70.9%
vs SPY -39.3%
-59.1%
vs SPY -31.7%
20030387
CCI
Crown Castle Inc. Common Stock (CCI)
Sale
Owner: Self
$15,001 - $50,00005/12/202506/22/2025
+7.4%
vs SPY +38.9%
+10.2%
vs SPY +37.6%
20030387
CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)
Sale
Owner: Self
$15,001 - $50,00005/12/202506/22/2025
-127.9%
vs SPY -96.4%
-99.0%
vs SPY -71.6%
20030387
Methodology

These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.