Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us
if something looks off.
Jefferson Shreve
Following their disclosures vs. same money in SPY: -1.9 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY | A. Advisory Account holding Structured Notes corporate bond | $1.0M–$5M | 2026-05-20 | 2026-06-06 | PDF → |
| BUY | JP Morgan 3-Year Auto Callable Buffer Note I corporate bond | $5.0M–$25M | 2026-05-20 | 2026-06-06 | PDF → |
| BUY | Registered Index Linked Annuity (RILA) Descr VA | $1.0M–$5M | 2026-02-17 | 2026-03-14 | PDF → |
| SELL | Brighthouse Buffered Annuity Russell 2000 Ca VA | $5.0M–$25M | 2026-02-09 | 2026-03-14 | PDF → |
| BUY | JP Morgan 3-year auto callable buffer note corporate bond | $5.0M–$25M | 2025-12-30 | 2026-01-02 | PDF → |
| BUY | JP Morgan 3-year auto callable buffer note corporate bond | $5.0M–$25M | 2025-12-30 | 2026-01-01 | PDF → |
| BUY | Advisory Account holding Structured Notes De VA | $5.0M–$25M | 2025-12-29 | 2026-01-01 | PDF → |
| BUY | JP Morgan 3-year auto callable buffer note corporate bond | $5.0M–$25M | 2025-12-30 | 2025-12-31 | PDF → |
| BUY | Advisory Account holding Stru ctured Notes D VA | $5.0M–$25M | 2025-12-29 | 2025-12-31 | PDF → |
| BUY | JP Morgan 3-year auto callable buffer note corporate bond | $5.0M–$25M | 2025-12-30 | 2025-12-30 | PDF → |
| BUY | Advisory Account holding Structured Notes De VA | $5.0M–$25M | 2025-12-29 | 2025-12-30 | PDF → |
| BUY | Bank of Montreal 13-Month Digital Buffer Not corporate bond | $5.0M–$25M | 2025-11-13 | 2025-12-14 | PDF → |
| SELL | Comcast 6.50% maturing 11/15/35 corporate bond | $15K–$50K | 2025-05-13 | 2025-06-22 | PDF → |
| SELL | 875 2033-02-22 corporate bond | $50K–$100K | 2025-05-13 | 2025-06-22 | PDF → |
| SELL | 912 7-25-33 '32/ 46647PDH6 corporate bond | $1K–$15K | 2025-05-13 | 2025-06-22 | PDF → |
| SELL | 000 2028-08-15 govt security | $50K–$100K | 2025-05-13 | 2025-06-22 | PDF → |
| SELL | CRT - Standard Unit Trust Desc ription: Acco govt security | $1K–$15K | 2025-05-13 | 2025-06-22 | PDF → |
| SELL | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 20 govt security | $15K–$50K | 2025-05-13 | 2025-06-22 | PDF → |
| SELL |  CS CSCO
|
$50K–$100K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  DG DG
|
$15K–$50K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  LL LLY
|
$100K–$250K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  EL ELV
|
$15K–$50K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  EW EW
|
$50K–$100K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  CT CTAS
|
$50K–$100K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  CM CMG
|
$50K–$100K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  CB CB
|
$15K–$50K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  DA DASH
|
$15K–$50K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  CS CSX
|
$15K–$50K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  KO KO
|
$100K–$250K | 2025-05-12 | 2025-06-22 | PDF → |
| SELL |  CM CME
|
$15K–$50K | 2025-05-12 | 2025-06-22 | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Shreve still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 LR LRCX |
recent | $97K | 10.2% | +277.0% | Apr 2025 | May 2025 |
 GE GE |
recent | $73K | 7.7% | +22.3% | Mar 2025 | May 2025 |
 WD WDC |
recent | $67K | 7.0% | +803.0% | May 2025 | May 2025 |
 AV AVGO |
recent | $52K | 5.5% | +99.2% | Mar 2025 | May 2025 |
 CO COP |
recent | $50K | 5.3% | +76.5% | May 2025 | May 2025 |
 XO XOM |
recent | $50K | 5.2% | +77.6% | Mar 2025 | May 2025 |
 AM AMGN |
recent | $41K | 4.3% | +77.6% | Mar 2025 | May 2025 |
 HI HIW |
recent | $38K | 4.0% | +19.9% | Apr 2025 | May 2025 |
 AK AKAM |
recent | $38K | 4.0% | +28.9% | Apr 2025 | May 2025 |
 OR ORCL |
recent | $30K | 3.2% | -19.1% | Mar 2025 | May 2025 |
 VR VRTX |
recent | $26K | 2.7% | +6.8% | Mar 2025 | May 2025 |
 MP MPC |
recent | $25K | 2.7% | +263.0% | Apr 2025 | May 2025 |
 XY XYZ |
recent | $24K | 2.5% | +37.6% | Apr 2025 | May 2025 |
 EX EXPO |
recent | $23K | 2.4% | -2.7% | Mar 2025 | May 2025 |
 LO LOW |
recent | $23K | 2.4% | -8.4% | Mar 2025 | May 2025 |
 UP UPS |
recent | $21K | 2.2% | +21.6% | May 2025 | May 2025 |
 CB CBOE |
recent | $21K | 2.2% | +39.3% | Apr 2025 | May 2025 |
 MC MCD |
recent | $21K | 2.2% | -17.7% | Apr 2025 | May 2025 |
 RP RPD |
recent | $19K | 2.0% | -29.7% | Apr 2025 | May 2025 |
 BL BLK |
recent | $16K | 1.7% | +28.7% | Apr 2025 | May 2025 |
 AD ADI |
recent | $15K | 1.6% | +144.1% | Apr 2025 | May 2025 |
 UN UNH |
recent | $12K | 1.2% | +10.6% | Apr 2025 | May 2025 |
 IN INTU |
recent | $11K | 1.2% | -49.2% | May 2025 | May 2025 |
 VL VLO |
$10K | 1.1% | +265.6% | Apr 2025 | Apr 2025 | |
 EC ECL |
recent | $10K | 1.0% | +17.2% | May 2025 | May 2025 |
 AM AMD |
recent | $9K | 1.0% | +346.4% | Apr 2025 | May 2025 |
| DG DG |
recent | $8K | 0.9% | +43.3% | Apr 2025 | May 2025 |
 BU BUSE |
recent | $8K | 0.9% | +60.3% | Mar 2025 | May 2025 |
 BA BALL |
recent | $8K | 0.8% | +23.6% | Apr 2025 | May 2025 |
 CA CAT |
recent | $7K | 0.7% | +121.9% | May 2025 | May 2025 |
 IN INTC |
$7K | 0.7% | +370.4% | Apr 2025 | Apr 2025 | |
 PS PSX |
recent | $7K | 0.7% | +159.1% | May 2025 | May 2025 |
 LF LFUS |
recent | $6K | 0.7% | +99.0% | May 2025 | May 2025 |
 BK BKE |
recent | $6K | 0.7% | +34.9% | May 2025 | May 2025 |
 VS VST |
$6K | 0.6% | +27.5% | Apr 2025 | Apr 2025 | |
| CS CSX |
recent | $6K | 0.6% | +84.2% | May 2025 | May 2025 |
 MS MSTR |
recent | $6K | 0.6% | -39.3% | Mar 2025 | May 2025 |
 GS GS |
recent | $6K | 0.6% | +45.9% | Apr 2025 | May 2025 |
 AX AXON |
recent | $5K | 0.6% | -26.4% | Apr 2025 | May 2025 |
 MT MTCH |
recent | $5K | 0.6% | +59.3% | May 2025 | May 2025 |
 RT RTX |
recent | $5K | 0.6% | +56.1% | Mar 2025 | May 2025 |
 NE NEM |
recent | $5K | 0.5% | +111.1% | Apr 2025 | May 2025 |
 TT TT |
recent | $4K | 0.4% | +11.8% | May 2025 | May 2025 |
 HU HUBB |
recent | $4K | 0.4% | +27.1% | Apr 2025 | May 2025 |
 TD TDG |
recent | $4K | 0.4% | -11.6% | Apr 2025 | May 2025 |
 HN HNI |
recent | $4K | 0.4% | +17.0% | Apr 2025 | May 2025 |
 A A |
recent | $4K | 0.4% | +71.4% | May 2025 | May 2025 |
| CM CMG |
recent | $3K | 0.3% | -42.2% | May 2025 | May 2025 |
 EP EPAM |
recent | $2K | 0.2% | -10.4% | Apr 2025 | May 2025 |
 TT TTD |
recent | $2K | 0.2% | -81.5% | Apr 2025 | May 2025 |
Filings 13 on file · every disclosure Shreve has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-12 78d ago | — | PDF → |
| 2 | PTR | 2026-06-06 145d ago | 2 | PDF → |
| 3 | PTR | 2026-03-14 229d ago | 2 | PDF → |
| 4 | PTR | 2026-01-02 300d ago | 1 | PDF → |
| 5 | PTR | 2026-01-01 301d ago | 2 | PDF → |
| 6 | PTR | 2025-12-31 302d ago | 2 | PDF → |
| 7 | PTR | 2025-12-30 303d ago | 2 | PDF → |
| 8 | PTR | 2025-12-14 319d ago | 1 | PDF → |
| 9 | PTR | 2025-06-22 494d ago | 243 | PDF → |
| 10 | PTR | 2025-05-08 539d ago | 142 | PDF → |
| 11 | PTR | 2025-04-11 566d ago | 114 | PDF → |
| 12 | PTR | 2025-03-09 599d ago | 66 | PDF → |
| 13 | PTR | 2025-02-12 624d ago | 1 | PDF → |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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