
R Republican House · Republican · IN, District 06 — U.S. Representative (IN-06)
Every stock, fund and option trade Jefferson Shreve has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| EXRExtra Space Storage Inc Common Stock | Stock | $50.0M | 7.3% | — | |
| —Allianz Buffered Annuity - S&P 500 Dual Direction Trigger | Stock | $5.00M – $25.0M | 2.2% | — | |
| —Allianz Buffered Annuity - S&P 500 Trigger | Stock | $5.00M – $25.0M | 2.2% | — | |
| —Brighthouse Buffered Annuity Russell 2000 Cap Rate | Stock | $5.00M – $25.0M | 2.2% | — | |
| —Brighthouse Buffered Annuity S&P 500 Trigger Rate | Stock | $5.00M – $25.0M | 2.2% | — | |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | Aug 12, 2026 | $686.8M | $289.4M – $1084.2M |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| Stock |
| $5.00M – $25.0M |
| 2.2% |
| — |
| —Lincoln Level Advantage Buffered Annuity - S&P 500 trigger | Stock | $5.00M – $25.0M | 2.2% | — |
| —Lincoln Level Advantage Buffered Annuity S&P 500 Cap | Stock | $5.00M – $25.0M | 2.2% | — |
| —Prudential Buffered Annuity - S&P 500 Tiered Particpation | Stock | $5.00M – $25.0M | 2.2% | — |
| —Prudential Buffered Annuity - S&P 500 Trigger Rate Plus | Stock | $5.00M – $25.0M | 2.2% | — |
| —Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Stock | $5.00M – $25.0M | 2.2% | — |
| —Prudential RILA - 10% Buffer 3-year S&P 500 Index | Stock | $5.00M – $25.0M | 2.2% | — |
| —Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Stock | $5.00M – $25.0M | 2.2% | — |
| —Symetra Buffered Annuity S&P 500 with enhanced particpation | Stock | $5.00M – $25.0M | 2.2% | — |
| TMLCXSEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F | Fund | $5.00M – $25.0M | 2.2% | — |
| —Equitable S&P 500 Dual Direction Trigger | Stock | $1.00M – $5.00M | 0.4% | — |
| —Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation | Stock | $1.00M – $5.00M | 0.4% | — |
| —Lincoln Level Advantage 6 year First Trust American Leadership | Stock | $1.00M – $5.00M | 0.4% | — |
| —Lincoln Level Advantage 6 year First Trust Cap Strength | Stock | $1.00M – $5.00M | 0.4% | — |
| —Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer | Stock | $1.00M – $5.00M | 0.4% | — |
| —Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer | Stock | $1.00M – $5.00M | 0.4% | — |
| FLCNXFidelity Contrafund K6 | Fund | $1.00M – $5.00M | 0.4% | — |
| PGBOXJPMorgan Core Bond A | Fund | $1.00M – $5.00M | 0.4% | — |
| LALDXLord Abbett Investment Trust Short Duration Income Fd Cl A | Fund | $1.00M – $5.00M | 0.4% | — |
| FIVUXMacquarie Opportunity Fund Institutional | Fund | $1.00M – $5.00M | 0.4% | — |
| SVSPXSSGA S&P 500 Index Fd | Fund | $1.00M – $5.00M | 0.4% | — |
| TEMFXTempleton Foreign Fund Class A | Fund | $1.00M – $5.00M | 0.4% | — |
| SEITXSEI International Equity Fund Class F | Fund | $1.00M – $5.00M | 0.4% | — |
| SIEMXSEI International Trust Emerging Markets Equity Fund Class F | Fund | $1.00M – $5.00M | 0.4% | — |
| STMSXSEI Tax-Managed Small/Mid Cap Fund Class F | Fund | $1.00M – $5.00M | 0.4% | — |
| REBAXColumbia Emerging Markets Bond Fund Class A | Fund | $500K – $1.00M | 0.1% | — |
| PTLAXPIMCO Fds Low Duration Fd Cl A | Fund | $250K – $500K | 0.1% | — |
| —Lincoln Level Advantage 6-year S&P 500 | Stock | $100K – $250K | 0.0% | — |
| FNSXXFidelity Insti Money Market Funds Money Market Port - Inst Cl | Fund | $50K – $100K | 0.0% | — |
| —Lincoln Level Advantage 6-year Capital Strength | Stock | $50K – $100K | 0.0% | — |
| —Lincoln Level Advantage 6-year Russell 2000 | Stock | $50K – $100K | 0.0% | — |
| NWBINorthwest Bancshares, Inc. | Stock | $15K – $50K | 0.0% | — |
| HOMBHome Bancshares INC | Stock | Not disclosed | — | — |
| PGProcter & Gamble Company | Stock | Not disclosed | — | — |
| BSXBoston Scientific CORP | Stock | Not disclosed | — | — |
| —$5,000,001 - Tax-Deferred Lincoln Level Advantage 3 year First Trust Cap Strength | Stock | Not disclosed | — | — |
| MMM3M Company Common Stock | Stock | Not disclosed | — | — |
| ABTAbbott Laboratories Common Stock | Stock | Not disclosed | — | — |
| ABBVAbbVie Inc. Common Stock | Stock | Not disclosed | — | — |
| AMDAdvanced Micro Devices, Inc. | Stock | Not disclosed | — | — |
| AAgilent Technologies, Inc. Common Stock | Stock | Not disclosed | — | — |
| AKAMAkamai Technologies, Inc. - Common Stock | Stock | Not disclosed | — | — |
| ALNYAlnylam Pharmaceuticals, Inc. - Common Stock | Stock | Not disclosed | — | — |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Not disclosed | — | — |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Not disclosed | — | — |
Showing the 50 largest of 227 disclosed positions. The listed stock, fund and option positions cover 44.6% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.