
Jefferson Shreve
STOCK Act filings · simulated, not advice.
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.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
Unmapped Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | Purchase Owner: Self | $1,000,001 - $5,000,000 | 05/20/2026 | 06/06/2026 | n/a | n/a | 20034653 |
Unmapped JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | Purchase Owner: Self | $5,000,001 - $25,000,000 | 05/20/2026 | 06/06/2026 | n/a | n/a | 20034653 |
Unmapped Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Purchase Owner: Self | $1,000,001 - $5,000,000 | 02/17/2026 | 03/14/2026 | n/a | n/a | 20034084 |
Unmapped Prudential RILA - 10% Buffer 3-year S&P 500 Index | Purchase Owner: Self | $1,000,001 - $5,000,000 | 02/17/2026 | 03/14/2026 | n/a | n/a | 20034084 |
Unmapped Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Purchase Owner: Self | $1,000,001 - $5,000,000 | 02/17/2026 | 03/14/2026 | n/a | n/a | 20034084 |
Unmapped Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sale Owner: Self | $5,000,001 - $25,000,000 | 02/09/2026 | 03/14/2026 | n/a | n/a | 20034084 |
Unmapped Brighthouse Buffered Annuity Russell 2000 Cap Rate | Sale Owner: Self | $5,000,001 - $25,000,000 | 02/09/2026 | 03/14/2026 | n/a | n/a | 20034084 |
NOTE JP Morgan 3-year one-time callable barrier note | Purchase Owner: Self | $5,000,001 - $25,000,000 | 12/30/2025 | 01/02/2026 | -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 - $25,000,000 | 12/30/2025 | 01/02/2026 | -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 - $25,000,000 | 12/30/2025 | 01/01/2026 | -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 - $25,000,000 | 12/29/2025 | 01/01/2026 | n/a | n/a | 20033705 |
NOTE JP Morgan 3-year auto callable buffer note | Purchase Owner: Self | $5,000,001 - $25,000,000 | 12/30/2025 | 12/31/2025 | -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 - $25,000,000 | 12/29/2025 | 12/31/2025 | n/a | n/a | 20033700 |
NOTE JP Morgan 3-year auto callable buffer note | Purchase Owner: Self | $5,000,001 - $25,000,000 | 12/30/2025 | 12/30/2025 | -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 - $25,000,000 | 12/29/2025 | 12/30/2025 | n/a | n/a | 20033699 |
RTY JP Morgan 5 year Barrier Note INDU/NDX/RTY | Purchase Owner: Self | $5,000,001 - $25,000,000 | 11/13/2025 | 12/14/2025 | n/a | n/a | 20033575 |
NOTE Bank of Montreal 13-Month Digital Buffer Note | Purchase Owner: Self | $5,000,001 - $25,000,000 | 11/13/2025 | 12/14/2025 | -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 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Comcast 6.50% maturing 11/15/35 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Citigroup Inc 5.875 2033-02-22 | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
MTN Wells Fargo 6.491 10/23/34 '33 MTN | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | -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 - $50,000 | 05/13/2025 | 06/22/2025 | -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 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Washington Cnty Tenn 4.0000 2027- 06-01 | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Texas Tech Univ Revs 5.000 2029- 02-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped South Jordan Utah Sales Tax Rev 5.00 2028-8-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Sherman Tex 5.0000 2025-08-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Port Tacoma Wash Rev 4.0000 2025- 12-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
FRN PNC Finl Svc 6.875 10/20/34 '33 FRN | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Plano Tex Indpt Sch Dist 5.0000 2032-02-15 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Oviedo FLA Util Rev 5.0000 2032-10- 01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Oregon St 5.0000 2028-12-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Ohio St Spl Oblig 5.0000 2029-04-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped New York NY 5.0000 2033-08-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped New York NY 5.0000 2028-08-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Minnesota St 5.00000 2025-08-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Minnesota ST 5.00 2025-08-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Memphis TN 5.0000 2032-05-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Maryland St Dept Transn Cons Transn 5.000 2029-09-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Las Vegas Nev 4.000 2027-06-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Laredo TEX 5.000 2031-2-15/ 516824JB6 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Lakewood Ohio City Sch Dist 5.0000 2025-12-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Kansas City MO 4.0000 2030-02-01 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Houston Tex 5.000 2031-03-01/ 4423315C4 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Grand Praire Tex 5.0000 2032-02-15 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped General Motors Financial Company Inc 2.35 2031-01-08 | Sale Owner: Self | $50,001 - $100,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Florida St Dept Environmental Protn | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 | Sale Owner: Self | $15,001 - $50,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped District Columbia Income Tax Rev 5.000 2032-03-01 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Denton Tex Indpt Sch Dist 5.0000 2029-08-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Denton Tex 5.0000 2029-02-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
Unmapped Denton Cnty Tex 4.0000 2029-07-15 | Sale Owner: Self | $1,001 - $15,000 | 05/13/2025 | 06/22/2025 | n/a | n/a | 20030387 |
DHR Danaher Corporation Common Stock (DHR) | Sale Owner: Self | $15,001 - $50,000 | 05/12/2025 | 06/22/2025 | -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 - $50,000 | 05/12/2025 | 06/22/2025 | -48.2% vs SPY -16.6% | -43.7% vs SPY -16.3% | 20030387 |
CSX CSX Corporation (CSX) | Sale Owner: Self | $15,001 - $50,000 | 05/12/2025 | 06/22/2025 | -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 - $50,000 | 05/12/2025 | 06/22/2025 | +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 - $50,000 | 05/12/2025 | 06/22/2025 | -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.