Jefferson Shreve Stock Trades

Jefferson Shreve Stock Trading Disclosures

Jefferson Shreve's most recent financial disclosures look nothing like his earlier ones. Where past filings show trading in individual stocks and municipal bonds, the Indiana Republican's activity in late 2025 and into 2026 is dominated by large structured notes and annuity contracts, with disclosed ranges of $1,000,001 to $5,000,000 or $5,000,001 to $25,000,000 each. That shift, visible directly in the filing record, is the most striking feature of his disclosed trading history.

Shreve represents Indiana's 6th District and has served in the House since his current term began on January 3, 2025. His disclosed trading record, however, stretches back further: the earliest transaction in the data is dated May 8, 2015, and the most recent is dated May 20, 2026. In total, the record includes 636 disclosed transactions, split between 207 purchases, 427 sales, and 2 classified as other. Every one of the 636 transactions is attributed to Shreve himself (attribution code SELF), with none attributed to a spouse, dependent, or joint account in the data available.

The year-by-year record supplied is uneven. Two purchase transactions are dated in 2015. The next entries in the record jump to 2025, when 627 transactions were disclosed, 200 purchases and 425 sales plus 2 other, and 2026 has so far added 7 more transactions, 5 purchases and 2 sales, through May 20. That leaves 2025 as by far the most active year in the disclosed history, and the character of that activity changed noticeably as the year went on.

From a Bond and Stock Liquidation to Structured Notes and Annuities

The clearest single event in the record is a broad, single-day liquidation on May 13, 2025, when filings show sales across several dozen individual municipal and corporate bonds, ranging in disclosed size from roughly $1,001 up to $100,000 per transaction. The securities sold that day span general obligation and revenue bonds from municipalities and school districts across Texas, Ohio, New York, Florida, Tennessee, and several other states, alongside corporate bonds from issuers including Citigroup, Wells Fargo, Comcast, PNC Financial, and General Motors Financial. The preceding trading day, May 12, 2025, brought sales in five individual equities: Abbott Laboratories (ABT), Home BancShares (HOMB), Alphabet Class A (GOOGL), Mastercard (MA), and Stryker Corporation (SYK), with disclosed ranges running from $15,001 - $50,000 to $100,001 - $250,000.

From November 2025 forward, the pattern changes. A Bank of Montreal 13-month digital buffer note and a JPMorgan 5-year barrier note tied to the Dow, Nasdaq, and Russell indexes were each purchased in the $5,000,001 to $25,000,000 range on November 13, 2025. Late December 2025 brought a run of JPMorgan callable and auto-callable buffer notes, several in the same $5,000,001 to $25,000,000 range, alongside Prudential RILA annuity purchases indexed to the S&P 500 and the AllianceBernstein 500 Plus Index. In February 2026, Shreve purchased three more Prudential RILA annuity contracts, each in the $1,000,001 to $5,000,000 range, while selling two Brighthouse buffered annuities tied to the Russell 2000 and S&P 500, each in the $5,000,001 to $25,000,000 range. The most recent disclosed transactions, dated May 20, 2026, are a Morgan Stanley 37-month callable note tied to the Dow and S&P 500 ($1,000,001 to $5,000,000) and a JPMorgan 3-year auto callable buffer note tied to the Dow, Nasdaq, and Russell 2000 ($5,000,001 to $25,000,000). None of these structured note or annuity transactions carry a ticker in the disclosure data, consistent with their nature as bank- and insurer-issued contracts rather than exchange-listed securities.

Most Frequently Disclosed Securities and Sectors

Outside of the structured products, the disclosure record also shows a long history of trading in individual, exchange-listed equities, most recently dated May 8 and May 12, 2025. Ranked by how often a ticker appears across the full disclosure record, the most frequently disclosed names, each appearing five times, are Applied Materials (AMAT), Advanced Micro Devices (AMD), BlackRock (BLK), Halliburton (HAL), Home Depot (HD), NVIDIA (NVDA), Oracle (ORCL), Trade Desk (TTD), and Texas Instruments (TXN). A wider tier disclosed four times each includes Apple, Adobe, Akamai, AppLovin, Broadcom, American Express, Ball Corporation, First Busey, Caterpillar, Cboe Global Markets, Carlyle Group, ConocoPhillips, Walt Disney, Devon Energy, GE Aerospace, Goldman Sachs, Lennar, Lam Research, Marvell Technology, Microsoft, Occidental Petroleum, Rapid7, TransDigm, UnitedHealth Group, United Parcel Service, Block, and Zoetis. Securities disclosed three times each include Agilent Technologies, Analog Devices, Autodesk, and Albemarle. This is a broad list spanning dozens of names across technology, industrials, financials, energy, and healthcare, rather than activity clustered in just a few securities.

By sector, the transaction record breaks down as follows: Information Technology, 118 transactions; Financials, 84; Unknown, 82; Industrials, 79; Health Care, 67; Consumer Discretionary, 60; Energy, 36; Communication Services, 28; Materials, 26; Real Estate, 23; Consumer Staples, 19; Utilities, 13; and Technology, 1 (recorded separately from Information Technology in the underlying classification). Information Technology's lead is consistent with the frequency list above, where semiconductor and software names such as AMAT, AMD, NVDA, TXN, ORCL, LRCX, MRVL, ADI, and ADSK appear repeatedly.

Abbott Laboratories, sold in May 2025, is a diversified health care company spanning diagnostics, medical devices, generic pharmaceuticals, and nutrition. Home BancShares is the bank holding company for Centennial Bank, operating across Arkansas, Florida, Texas, Alabama, and New York. Alphabet's Class A shares represent Google's search, advertising, cloud, and YouTube businesses. Mastercard is a global payments technology company processing transactions for financial institutions and merchants. Stryker is a medical technology company supplying surgical equipment and orthopaedic implants to hospitals worldwide. Each transaction was a sale dated May 12, 2025, not a purchase.

Quantellect's scoring system rates Shreve's disclosure activity as "elite," with a score of 96 as of August 21, 2026, ranking him 4th in a cohort of 76 members with scores. That context matters: as of August 22, 2026, 276 of the 537 sitting members of Congress, including 237 of 437 House members, have no disclosed trades on record at all. Shreve's 636 disclosed transactions place him among a small, actively disclosing minority.

About This Disclosure Data

This profile is built from transaction disclosures filed under the Stop Trading on Congressional Knowledge Act of 2012, which requires members of Congress to periodically report securities transactions above certain thresholds. Filing requirements, amount-range reporting, and disclosure timelines are set out in the House Committee on Ethics financial disclosure instruction guide. Amounts shown reflect disclosed ranges, not exact transaction values. This page covers only disclosed transaction activity and reports transaction dates separately from the dates on which those transactions were disclosed. Underlying filings referenced above can be viewed directly, including the periodic transaction report covering May 2026 transactions and the periodic transaction report covering May 2025 transactions.