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.
| 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 | 🔒Register for free to view | $5.0M–$25M | 2025-12-29 | 2026-01-01 | 🔒 |
| BUY | 🔒Register for free to view | $5.0M–$25M | 2025-12-30 | 2025-12-31 | 🔒 |
| BUY | 🔒Register for free to view | $5.0M–$25M | 2025-12-29 | 2025-12-31 | 🔒 |
| BUY | 🔒Register for free to view | $5.0M–$25M | 2025-12-30 | 2025-12-30 | 🔒 |
| BUY | 🔒Register for free to view | $5.0M–$25M | 2025-12-29 | 2025-12-30 | 🔒 |
| BUY | 🔒Register for free to view | $5.0M–$25M | 2025-11-13 | 2025-12-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-13 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-05-13 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-05-13 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-05-13 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-05-13 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-13 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-05-12 | 2025-06-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-05-12 | 2025-06-22 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 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 | $114K | 11.9% | +343.0% | Apr 2025 | May 2025 |
GE GE |
recent | $78K | 8.2% | +31.5% | Mar 2025 | May 2025 |
WD WDC |
recent | $76K | 7.9% | +918.7% | May 2025 | May 2025 |
AV AVGO |
recent | $53K | 5.6% | +104.9% | Mar 2025 | May 2025 |
CO COP |
recent | $46K | 4.8% | +62.6% | May 2025 | May 2025 |
XO XOM |
recent | $45K | 4.7% | +62.0% | Mar 2025 | May 2025 |
AK AKAM |
recent | $41K | 4.3% | +40.3% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $40K | 4.2% | +27.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $34K | 3.6% | +48.4% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $31K | 3.3% | -15.9% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $25K | 2.6% | +44.9% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $25K | 2.6% | +4.0% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $23K | 2.4% | +226.1% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $23K | 2.4% | -9.1% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $21K | 2.2% | -17.1% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $20K | 2.1% | +15.4% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $20K | 2.1% | -15.2% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $18K | 1.9% | +22.2% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $15K | 1.5% | +20.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $14K | 1.4% | +115.9% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $11K | 1.2% | -50.2% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $11K | 1.2% | +3.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $11K | 1.1% | -59.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $10K | 1.1% | +267.4% | Apr 2025 | Apr 2025 |
| 🔒Register for free to view | recent | $9K | 1.0% | +10.7% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $8K | 0.9% | +66.9% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $8K | 0.9% | +298.3% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $8K | 0.9% | +41.5% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $8K | 0.8% | +154.6% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $8K | 0.8% | +17.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $7K | 0.8% | +122.2% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $7K | 0.8% | +406.8% | Apr 2025 | Apr 2025 |
| 🔒Register for free to view | recent | $6K | 0.7% | +62.3% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | +145.6% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | +32.5% | Apr 2025 | Apr 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | -16.6% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | +20.8% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | +73.4% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $5K | 0.6% | +60.5% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $5K | 0.6% | +135.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $5K | 0.6% | +57.6% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $5K | 0.5% | -45.3% | Mar 2025 | May 2025 |
| 🔒Register for free to view | recent | $4K | 0.4% | +10.3% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $4K | 0.4% | +33.8% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $4K | 0.4% | -27.2% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $4K | 0.4% | -11.3% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $4K | 0.4% | +17.0% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $3K | 0.3% | +38.8% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $3K | 0.3% | -79.2% | Apr 2025 | May 2025 |
| 🔒Register for free to view | recent | $2K | 0.2% | +51.3% | May 2025 | May 2025 |
| 🔒Register for free to view | recent | $2K | 0.2% | -22.4% | Apr 2025 | May 2025 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-12 32d ago | — | PDF → |
| 2 | PTR | 2026-06-06 99d ago | 2 | PDF → |
| 3 | PTR | 2026-03-14 183d ago | 2 | PDF → |
| 4 | PTR | 2026-01-02 254d ago | 1 | PDF → |
| 5 | PTR | 2026-01-01 255d ago | 2 | PDF → |
| 6 | PTR | 2025-12-31 256d ago | 2 | PDF → |
| 7 | PTR | 2025-12-30 257d ago | 2 | 🔒Register for free to view |
| 8 | PTR | 2025-12-14 273d ago | 1 | 🔒Register for free to view |
| 9 | PTR | 2025-06-22 448d ago | 243 | 🔒Register for free to view |
| 10 | PTR | 2025-05-08 493d ago | 142 | 🔒Register for free to view |
| 11 | PTR | 2025-04-11 520d ago | 114 | 🔒Register for free to view |
| 12 | PTR | 2025-03-09 553d ago | 66 | 🔒Register for free to view |
| 13 | PTR | 2025-02-12 578d ago | 1 | 🔒Register for free to view |
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.