Jefferson Shreve
- House Committee on Appropriations
- House Committee on Appropriations: Commerce, Justice, Science, and Related Agencies
- House Committee on Appropriations: Homeland Security
- House Committee on Appropriations: Transportation, Housing and Urban Development, and Related Agencies
Current-Congress assignments from the official roster; leadership seats are outlined.
Filing statistics
Whale profile Estimated
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 $15M
- All-time volume
- $237.9M
- 634 trades
- Late filings
- 2
- Reporting lag over the STOCK Act's 45 days
- Well-timed rate
- 11.6% · 64 of 634
- ±15% 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. Late filings are counted from official dates only. How this is calculated
Unusual activity Estimated
- 76Whale tradeMay 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
- Tx date
- May 20, 2026
- Filing date
- Jun 6, 2026
- Amount low
- $5M
- Amount high
- $25M
- Amount mid
- $15M
- Disclosed range
- $5,000,001 - $25,000,000
- Reporting lag days
- 17
- Is whale
- Yes
- 62Whale tradeMay 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
- Tx date
- May 20, 2026
- Filing date
- Jun 6, 2026
- Amount low
- $1M
- Amount high
- $5M
- Amount mid
- $3M
- Disclosed range
- $1,000,001 - $5,000,000
- Reporting lag days
- 17
- Is whale
- Yes
- 62Whale tradeFeb 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
- Tx date
- Feb 17, 2026
- Filing date
- Mar 14, 2026
- Amount low
- $1M
- Amount high
- $5M
- Amount mid
- $3M
- Disclosed range
- $1,000,001 - $5,000,000
- Reporting lag days
- 25
- Is whale
- Yes
- 62Whale tradeFeb 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
- Tx date
- Feb 17, 2026
- Filing date
- Mar 14, 2026
- Amount low
- $1M
- Amount high
- $5M
- Amount mid
- $3M
- Disclosed range
- $1,000,001 - $5,000,000
- Reporting lag days
- 25
- Is whale
- Yes
- 62Whale tradeFeb 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
- Tx date
- Feb 17, 2026
- Filing date
- Mar 14, 2026
- Amount low
- $1M
- Amount high
- $5M
- Amount mid
- $3M
- Disclosed range
- $1,000,001 - $5,000,000
- Reporting lag days
- 25
- Is whale
- Yes
- 76Whale tradeFeb 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
- Tx date
- Feb 9, 2026
- Filing date
- Mar 14, 2026
- Amount low
- $5M
- Amount high
- $25M
- Amount mid
- $15M
- Disclosed range
- $5,000,001 - $25,000,000
- Reporting lag days
- 33
- Is whale
- Yes
- 76Whale tradeFeb 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
- Tx date
- Feb 9, 2026
- Filing date
- Mar 14, 2026
- Amount low
- $5M
- Amount high
- $25M
- Amount mid
- $15M
- Disclosed range
- $5,000,001 - $25,000,000
- Reporting lag days
- 33
- Is whale
- Yes
- 76Whale tradeDec 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
- Tx date
- Dec 30, 2025
- Filing date
- Dec 30, 2025
- Amount low
- $5M
- Amount high
- $25M
- Amount mid
- $15M
- Disclosed range
- $5,000,001 - $25,000,000
- Reporting lag days
- 0
- Is whale
- Yes
- 76Whale tradeDec 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
- Tx date
- Dec 30, 2025
- Filing date
- Dec 31, 2025
- Amount low
- $5M
- Amount high
- $25M
- Amount mid
- $15M
- Disclosed range
- $5,000,001 - $25,000,000
- Reporting lag days
- 1
- Is whale
- Yes
- 76Whale tradeDec 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
- Tx date
- Dec 30, 2025
- Filing date
- Jan 1, 2026
- Amount low
- $5M
- Amount high
- $25M
- Amount mid
- $15M
- Disclosed range
- $5,000,001 - $25,000,000
- Reporting lag days
- 2
- Is whale
- Yes
Estimated portfolio Estimated
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
- Western Digital Corporation8.5%$91.1K
- GE Aerospace5.7%$61K
- Akamai Technologies, Inc.5.0%$53.2K
- Danaher Corporation4.8%$51.8K
- ConocoPhillips4.8%$51.7K
- ExxonMobil Holdings Corporation4.6%$48.8K
- Amgen Inc.3.8%$40.7K
- Highwoods Properties, Inc.3.4%$36.6K
- Lam Research Corporation3.3%$35K
- Cboe Global Markets, Inc.3.1%$32.7K
Sector allocation Estimated
- Technology32.9%$352.1K
- Industrials15.2%$162.9K
- Healthcare14.1%$150.9K
- Energy12.8%$137.5K
- Financial Services7.9%$85K
- Consumer Cyclical7.1%$76.5K
- Basic Materials3.5%$38K
- Real Estate3.5%$37.5K
- Communication Services1.8%$18.8K
- Consumer Defensive0.9%$9.4K
- Utilities0.2%$1.6K
Trades
Totals: $185.6M bought and $52.3M sold (range midpoints); first trade May 8, 2015, last trade May 20, 2026. Stats computed Sep 24, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.