House · Republican · IN-6 · in the House since 2025 · Latest annual report · shreve.house.gov
| Company | Buys | Sells | Last trade |
|---|---|---|---|
| JPMorgan Chase & Co. | 5 | 0 | Dec 30, 2025 |
| Morgan Stanley | 1 | 0 | May 20, 2026 |
| Bank of Montreal | 1 | 0 | Nov 13, 2025 |
From the annual report filed Aug 12, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Extra Space Storage Inc Common Stock (EXR) [ST] EXR | Over $50M | Self |
| Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | $25M – $50M | Self |
| ONB Money Market [BA] | $25M – $50M | Self |
| Prudential RILA - 10% Buffer 3-year S&P 500 Index [OP] | $5M – $25M | Self |
| Lincoln Level Advantage Buffered Annuity S&P 500 Cap [OP] | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| May 20, 2026 | Morgan Stanley | Buy · Corporate bond | $1M – $5M | Self | Filing |
| May 20, 2026 | Not linked to a company JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | Buy · Corporate bond | $5M – $25M | Self | Filing |
| Feb 17, 2026 | Not linked to a company Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Buy · Other | $1M – $5M | Self | Filing |
| Feb 17, 2026 | Not linked to a company Prudential RILA - 10% Buffer 3-year S&P 500 Index | Buy · Other | $1M – $5M | Self | Filing |
| Feb 17, 2026 | Not linked to a company Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Buy · Other | $1M – $5M | Self | Filing |
| Feb 9, 2026 | Not linked to a company Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sale · Other | $5M – $25M | Self | Filing |
| Feb 9, 2026 | Not linked to a company Brighthouse Buffered Annuity Russell 2000 Cap Rate | Sale · Other | $5M – $25M | Self | Filing |
| Dec 30, 2025 | JPMorgan Chase & Co. | Buy · Corporate bond | $5M – $25M | Self | Filing |
| Dec 30, 2025 | JPMorgan Chase & Co. | Buy · Corporate bond | $5M – $25M | Self | Filing |
| Dec 30, 2025 | JPMorgan Chase & Co. | Buy · Corporate bond | $5M – $25M | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 29, 2025 | SEI Tax-Managed Small/Mid Cap Fund Class F (STMSX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 29, 2025 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 29, 2025 | SEI International Trust Emerging Markets Equity Fund Class F (SIEMX) | Buy · Mutual fund | $15K – $50K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 29, 2025 | SEI International Equity Fund Class F (SEITX) | Buy · Mutual fund | $100K – $250K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 26, 2025 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | Partial sale · Mutual fund | $5M – $25M | Self | 2025 Annual Report filed Aug 12, 2026 |
From Jefferson Shreve's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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