Disclosed trades
636
Estimated volume
$237.9M
sum of bracket midpoints
Typical delay
37 days
trade to filing
Last filed
Jun 6, 2026
What their buys are worth now
193 disclosed purchases, valued at the latest close
Return
+52.8%
on paper
Gain
+$4.6M
unrealised
Disclosed cost
$8.6M
at bracket midpoints
Worth now
$13.2M
close of Oct 9, 2026
If Jefferson Shreve still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 16 purchases have no market price and are left out. More on the limits.
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If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 193 disclosed purchases — $193,000 invested — would be worth
$304,908
+$111,908 (+57.98%)
Positions
193
equally weighted
Their own timing
+62.67%
entering on their trade date
Best
SNDK
+2706.28%
Worst
TTD
-82.46%
Each filing
193 positions| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Jun 22, 2025 3698d after trading | DAL 20.73 sh | $48.25 | $82.17 | $1,703 | +70.30% |
| Jun 22, 2025 3698d after trading | DHR 5.09 sh | $196.34 | $219.81 | $1,120 | +11.95% |
| Jun 22, 2025 45d after trading | CRM 3.8 sh | $263.41 | $229.13 | $870 | -13.01% |
| Jun 22, 2025 45d after trading | AEO 103.09 sh | $9.70 | $18.17 | $1,873 | +87.32% |
| Jun 22, 2025 45d after trading | AMD 7.72 sh | $129.58 | $608.10 | $4,693 | +369.29% |
| Jun 22, 2025 45d after trading | ADBE 2.63 sh | $380.12 | $242.27 | $637 | -36.26% |
| Jun 22, 2025 45d after trading | PANW 4.92 sh | $203.32 | $418.78 | $2,060 | +105.97% |
| Jun 22, 2025 45d after trading | NVDA 6.94 sh | $144.17 | $229.28 | $1,590 | +59.03% |
| Jun 22, 2025 45d after trading | TTD 14.52 sh | $68.87 | $12.08 | $175 | -82.46% |
| Jun 22, 2025 45d after trading | AXP 3.34 sh | $299.63 | $308.17 | $1,029 | +2.85% |
| Jun 22, 2025 45d after trading | BAC 21.6 sh | $46.30 | $54.32 | $1,173 | +17.32% |
| Jun 22, 2025 45d after trading | CCL 41.6 sh | $24.04 | $26.35 | $1,096 | +9.61% |
| Jun 22, 2025 45d after trading | CRL 6.79 sh | $147.38 | $301.79 | $2,048 | +104.77% |
| Jun 22, 2025 45d after trading | COIN 3.25 sh | $307.59 | $179.39 | $583 | -41.68% |
| Jun 22, 2025 45d after trading | CEG 3.17 sh | $315.21 | $298.07 | $946 | -5.44% |
| Jun 22, 2025 45d after trading | DVN 30.46 sh | $32.83 | $48.26 | $1,470 | +47.00% |
| Jun 22, 2025 45d after trading | DXCM 12.53 sh | $79.84 | $84.11 | $1,053 | +5.35% |
| Jun 22, 2025 45d after trading | GE 4.04 sh | $247.81 | $308.20 | $1,244 | +24.37% |
| Jun 22, 2025 45d after trading | GS 1.55 sh | $646.88 | $895.32 | $1,384 | +38.41% |
| Jun 22, 2025 45d after trading | HAL 48.15 sh | $20.77 | $32.55 | $1,567 | +56.72% |
| Jun 22, 2025 45d after trading | ISRG 1.94 sh | $515.09 | $423.96 | $823 | -17.69% |
| Jun 22, 2025 45d after trading | LEN 9.04 sh | $110.63 | $76.69 | $693 | -30.68% |
| Jun 22, 2025 45d after trading | MSFT 2.06 sh | $486.00 | $535.07 | $1,101 | +10.10% |
| Jun 22, 2025 45d after trading | OXY 22.75 sh | $43.95 | $60.11 | $1,368 | +36.77% |
| Jun 22, 2025 45d after trading | ORCL 4.83 sh | $207.04 | $141.40 | $683 | -31.70% |
| Jun 22, 2025 45d after trading | DIS 8.49 sh | $117.75 | $108.05 | $918 | -8.24% |
| May 8, 2025 31d after trading | IDXX 2.04 sh | $489.98 | $518.00 | $1,057 | +5.72% |
| May 8, 2025 31d after trading | INTU 1.52 sh | $656.08 | $302.75 | $461 | -53.85% |
| May 8, 2025 31d after trading | LIN 2.21 sh | $453.23 | $483.73 | $1,067 | +6.73% |
| May 8, 2025 31d after trading | APP 2.95 sh | $339.51 | $277.04 | $816 | -18.40% |
| May 8, 2025 31d after trading | ALB 17.41 sh | $57.44 | $101.27 | $1,763 | +76.31% |
| May 8, 2025 31d after trading | AKAM 11.7 sh | $85.44 | $106.95 | $1,252 | +25.18% |
| May 8, 2025 31d after trading | APTV 16.36 sh | $61.11 | $43.80 | $717 | -28.33% |
| May 8, 2025 31d after trading | ZTS 6.18 sh | $161.69 | $74.81 | $463 | -53.73% |
| May 8, 2025 31d after trading | WDAY 3.88 sh | $257.98 | $186.59 | $723 | -27.67% |
| May 8, 2025 31d after trading | UNH 2.59 sh | $385.55 | $379.30 | $984 | -1.62% |
| May 8, 2025 31d after trading | UPS 10.31 sh | $96.95 | $94.57 | $975 | -2.45% |
| May 8, 2025 31d after trading | UBER 12.15 sh | $82.30 | $71.51 | $869 | -13.11% |
| May 8, 2025 31d after trading | TDG 0.722027 sh | $1,384.99 | $1,107.99 | $800 | -20.00% |
| May 8, 2025 31d after trading | TT 2.47 sh | $405.65 | $476.98 | $1,176 | +17.58% |
| May 8, 2025 31d after trading | TJX 7.81 sh | $128.09 | $138.76 | $1,083 | +8.33% |
| May 8, 2025 31d after trading | CG 24.24 sh | $41.26 | $38.42 | $931 | -6.88% |
| May 8, 2025 31d after trading | TXN 6.04 sh | $165.64 | $283.74 | $1,713 | +71.30% |
| May 8, 2025 31d after trading | STAG 29.53 sh | $33.86 | $36.01 | $1,064 | +6.35% |
| May 8, 2025 31d after trading | SNDR 43.42 sh | $23.03 | $31.50 | $1,368 | +36.78% |
| May 8, 2025 31d after trading | RGLD 5.6 sh | $178.72 | $236.23 | $1,322 | +32.18% |
| May 8, 2025 31d after trading | RPD 39.64 sh | $25.23 | $13.74 | $545 | -45.54% |
| May 8, 2025 31d after trading | PSX 9.16 sh | $109.19 | $278.18 | $2,548 | +154.77% |
| May 8, 2025 31d after trading | PEP 7.61 sh | $131.43 | $125.97 | $958 | -4.15% |
| May 8, 2025 31d after trading | ANET 11.46 sh | $87.27 | $216.74 | $2,484 | +148.36% |
| May 8, 2025 31d after trading | PYPL 14.19 sh | $70.48 | $55.53 | $788 | -21.21% |
| May 8, 2025 31d after trading | BALL 19.31 sh | $51.78 | $58.46 | $1,129 | +12.90% |
| May 8, 2025 31d after trading | BLK 1.08 sh | $928.64 | $1,082.39 | $1,166 | +16.56% |
| May 8, 2025 31d after trading | BKNG 4.84 sh | $206.61 | $160.34 | $776 | -22.40% |
| May 8, 2025 31d after trading | BKE 27.03 sh | $36.99 | $44.16 | $1,194 | +19.38% |
| May 8, 2025 31d after trading | MTCH 36.4 sh | $27.47 | $41.09 | $1,496 | +49.58% |
| May 8, 2025 31d after trading | CBOE 4.38 sh | $228.14 | $304.16 | $1,333 | +33.32% |
| May 8, 2025 31d after trading | CVX 7.3 sh | $137.04 | $211.98 | $1,547 | +54.68% |
| May 8, 2025 31d after trading | MRVL 17.35 sh | $57.63 | $275.28 | $4,777 | +377.67% |
| May 8, 2025 31d after trading | CTAS 4.65 sh | $214.96 | $202.41 | $942 | -5.84% |
| May 8, 2025 31d after trading | COP 11.26 sh | $88.82 | $134.10 | $1,510 | +50.98% |
| May 8, 2025 31d after trading | AWK 6.88 sh | $145.40 | $128.88 | $886 | -11.36% |
| May 8, 2025 31d after trading | AAPL 5.06 sh | $197.49 | $336.64 | $1,705 | +70.46% |
| May 8, 2025 31d after trading | LULU 3.54 sh | $282.43 | $94.50 | $335 | -66.54% |
| May 8, 2025 31d after trading | ECL 3.95 sh | $253.40 | $281.83 | $1,112 | +11.22% |
| May 8, 2025 31d after trading | EW 13.4 sh | $74.63 | $85.21 | $1,142 | +14.18% |
| May 8, 2025 31d after trading | XOM 9.43 sh | $106.07 | $168.94 | $1,593 | +59.27% |
| May 8, 2025 31d after trading | FIS 12.83 sh | $77.92 | $34.04 | $437 | -56.31% |
| May 8, 2025 31d after trading | HRI 8.1 sh | $123.51 | $123.46 | $1,000 | -0.04% |
| May 8, 2025 31d after trading | HOMB 34.83 sh | $28.71 | $28.25 | $984 | -1.60% |
| May 8, 2025 31d after trading | HD 2.74 sh | $364.86 | $290.74 | $797 | -20.31% |
| May 8, 2025 27d after trading | AMGN 3.68 sh | $272.05 | $414.87 | $1,525 | +52.50% |
| May 8, 2025 27d after trading | COP 11.26 sh | $88.82 | $134.10 | $1,510 | +50.98% |
| May 8, 2025 27d after trading | CCI 9.68 sh | $103.28 | $79.64 | $771 | -22.89% |
| May 8, 2025 27d after trading | LMT 2.11 sh | $474.53 | $509.59 | $1,074 | +7.39% |
| May 8, 2025 27d after trading | LOW 4.45 sh | $224.48 | $186.00 | $829 | -17.14% |
| May 8, 2025 27d after trading | MCD 3.19 sh | $313.49 | $235.23 | $750 | -24.96% |
| May 8, 2025 27d after trading | NFLX 8.74 sh | $114.44 | $70.30 | $614 | -38.57% |
| May 8, 2025 27d after trading | SPOT 1.53 sh | $655.26 | $529.14 | $808 | -19.25% |
| May 8, 2025 27d after trading | WMT 10.26 sh | $97.43 | $111.35 | $1,143 | +14.29% |
| May 8, 2025 27d after trading | AMAT 6.41 sh | $156.00 | $507.03 | $3,250 | +225.02% |
| May 8, 2025 21d after trading | CMG 19.44 sh | $51.45 | $31.59 | $614 | -38.60% |
| May 8, 2025 21d after trading | CSX 34.53 sh | $28.96 | $47.26 | $1,632 | +63.19% |
| May 8, 2025 21d after trading | A 9.2 sh | $108.70 | $170.54 | $1,569 | +56.89% |
| May 8, 2025 21d after trading | LFUS 5.08 sh | $196.80 | $426.50 | $2,167 | +116.72% |
| May 8, 2025 21d after trading | ADSK 3.45 sh | $289.62 | $235.35 | $813 | -18.74% |
| May 8, 2025 21d after trading | WDC 22.57 sh | $44.30 | $397.28 | $8,968 | +796.79% |
| May 8, 2025 21d after trading | ROST 6.97 sh | $143.37 | $222.41 | $1,551 | +55.13% |
| May 8, 2025 21d after trading | ARES 6.03 sh | $165.85 | $117.22 | $707 | -29.32% |
| May 8, 2025 21d after trading | SPGI 2.08 sh | $480.24 | $407.82 | $849 | -15.08% |
| May 8, 2025 21d after trading | AMAT 6.41 sh | $156.00 | $507.03 | $3,250 | +225.02% |
| May 8, 2025 21d after trading | NEE 14.64 sh | $68.32 | $77.38 | $1,133 | +13.26% |
| May 8, 2025 21d after trading | CAT 3.08 sh | $324.25 | $800.47 | $2,469 | +146.87% |
| May 8, 2025 21d after trading | SYK 2.61 sh | $382.46 | $277.33 | $725 | -27.49% |
| May 8, 2025 21d after trading | SNPS 2.06 sh | $484.50 | $509.99 | $1,053 | +5.26% |
| Apr 11, 2025 37d after trading | NUE 8.99 sh | $111.24 | $250.33 | $2,250 | +125.04% |
| Apr 11, 2025 37d after trading | MCD 3.23 sh | $309.90 | $235.23 | $759 | -24.09% |
| Apr 11, 2025 37d after trading | MPC 8.1 sh | $123.43 | $455.03 | $3,687 | +268.65% |
| Apr 11, 2025 37d after trading | LGIH 17.64 sh | $56.68 | $43.82 | $773 | -22.69% |
| Apr 11, 2025 37d after trading | AXON 1.76 sh | $567.98 | $422.89 | $745 | -25.54% |
| Apr 11, 2025 37d after trading | BALL 20.79 sh | $48.09 | $58.46 | $1,216 | +21.56% |
| Apr 11, 2025 37d after trading | AMD 10.71 sh | $93.40 | $608.10 | $6,511 | +551.07% |
| Apr 11, 2025 37d after trading | VST 8.95 sh | $111.71 | $161.48 | $1,446 | +44.55% |
| Apr 11, 2025 37d after trading | ORCL 7.56 sh | $132.35 | $141.40 | $1,068 | +6.84% |
| Apr 11, 2025 37d after trading | HIW 37.86 sh | $26.41 | $29.04 | $1,100 | +9.96% |
| Apr 11, 2025 37d after trading | ZTS 6.69 sh | $149.44 | $74.81 | $501 | -49.94% |
| Apr 11, 2025 37d after trading | CBOE 4.65 sh | $215.09 | $304.16 | $1,414 | +41.41% |
| Apr 11, 2025 37d after trading | CNC 15.66 sh | $63.86 | $65.36 | $1,023 | +2.35% |
| Apr 11, 2025 37d after trading | VICR 21.35 sh | $46.83 | $266.07 | $5,682 | +468.16% |
| Apr 11, 2025 37d after trading | DG 11.23 sh | $89.04 | $127.23 | $1,429 | +42.89% |
| Apr 11, 2025 37d after trading | JNJ 6.59 sh | $151.73 | $261.44 | $1,723 | +72.31% |
| Apr 11, 2025 37d after trading | GS 2.02 sh | $494.44 | $895.32 | $1,811 | +81.08% |
| Apr 11, 2025 37d after trading | TDG 0.761562 sh | $1,313.09 | $1,107.99 | $844 | -15.62% |
| Apr 11, 2025 37d after trading | TGT 10.78 sh | $92.78 | $153.64 | $1,656 | +65.60% |
| Apr 11, 2025 29d after trading | EXPO 12.45 sh | $80.32 | $69.81 | $869 | -13.09% |
| Apr 11, 2025 29d after trading | FBIN 19.28 sh | $51.87 | $39.01 | $752 | -24.79% |
| Apr 11, 2025 29d after trading | VRTX 2.07 sh | $484.22 | $510.08 | $1,053 | +5.34% |
| Apr 11, 2025 29d after trading | HEI.A 5.01 sh | $199.63 | $223.05 | $1,117 | +11.73% |
| Apr 11, 2025 29d after trading | HIW 37.86 sh | $26.41 | $29.04 | $1,100 | +9.96% |
| Apr 11, 2025 29d after trading | VLO 9.03 sh | $110.70 | $433.75 | $3,918 | +291.82% |
| Apr 11, 2025 29d after trading | IDXX 2.56 sh | $390.94 | $518.00 | $1,325 | +32.50% |
| Apr 11, 2025 29d after trading | INTC 50.66 sh | $19.74 | $104.70 | $5,304 | +430.40% |
| Apr 11, 2025 29d after trading | AIG 12.2 sh | $81.97 | $77.04 | $940 | -6.01% |
| Apr 11, 2025 29d after trading | AON 2.66 sh | $376.30 | $273.47 | $727 | -27.33% |
| Apr 11, 2025 29d after trading | WY 38.76 sh | $25.80 | $19.10 | $740 | -25.97% |
| Apr 11, 2025 29d after trading | AMAT 6.9 sh | $144.94 | $507.03 | $3,498 | +249.82% |
| Apr 11, 2025 29d after trading | TXN 6.78 sh | $147.60 | $283.74 | $1,922 | +92.24% |
| Apr 11, 2025 29d after trading | SLB 29.45 sh | $33.96 | $48.95 | $1,441 | +44.14% |
| Apr 11, 2025 29d after trading | PRU 10.12 sh | $98.83 | $113.09 | $1,144 | +14.43% |
| Apr 11, 2025 29d after trading | NEM 18.19 sh | $54.97 | $117.84 | $2,144 | +114.37% |
| Apr 11, 2025 29d after trading | WFC 16 sh | $62.51 | $83.55 | $1,337 | +33.66% |
| Apr 11, 2025 29d after trading | AVGO 5.5 sh | $181.94 | $361.54 | $1,987 | +98.71% |
| Apr 11, 2025 29d after trading | CZR 39.48 sh | $25.33 | $29.50 | $1,165 | +16.46% |
| Apr 11, 2025 29d after trading | CBOE 4.65 sh | $215.09 | $304.16 | $1,414 | +41.41% |
| Apr 11, 2025 29d after trading | BUSE 51.47 sh | $19.43 | $28.93 | $1,489 | +48.89% |
| Apr 11, 2025 11d after trading | EPAM 6.77 sh | $147.76 | $113.24 | $766 | -23.36% |
| Apr 11, 2025 11d after trading | AMD 10.71 sh | $93.40 | $608.10 | $6,511 | +551.07% |
| Apr 11, 2025 11d after trading | AKAM 13.5 sh | $74.05 | $106.95 | $1,444 | +44.43% |
| Apr 11, 2025 11d after trading | ADI 5.58 sh | $179.16 | $406.19 | $2,267 | +126.72% |
| Apr 11, 2025 11d after trading | AAPL 5.05 sh | $198.15 | $336.64 | $1,699 | +69.89% |
| Apr 11, 2025 11d after trading | BLK 1.14 sh | $878.78 | $1,082.39 | $1,232 | +23.17% |
| Apr 11, 2025 11d after trading | XYZ 18.54 sh | $53.94 | $77.24 | $1,432 | +43.20% |
| Apr 11, 2025 11d after trading | CMCSA 31.64 sh | $31.60 | $20.66 | $654 | -34.63% |
| Apr 11, 2025 11d after trading | GILD 9.65 sh | $103.63 | $151.17 | $1,459 | +45.87% |
| Apr 11, 2025 11d after trading | HOG 44.37 sh | $22.54 | $26.90 | $1,193 | +19.34% |
| Apr 11, 2025 11d after trading | HNI 23.76 sh | $42.09 | $46.86 | $1,113 | +11.33% |
| Apr 11, 2025 11d after trading | HD 2.83 sh | $353.86 | $290.74 | $822 | -17.84% |
| Apr 11, 2025 11d after trading | HUBB 2.83 sh | $353.43 | $474.11 | $1,341 | +34.15% |
| Apr 11, 2025 11d after trading | LRCX 14.82 sh | $67.48 | $318.84 | $4,725 | +372.50% |
| Apr 11, 2025 11d after trading | NSC 4.58 sh | $218.31 | $317.79 | $1,456 | +45.57% |
| Apr 11, 2025 11d after trading | PWR 3.71 sh | $269.57 | $705.94 | $2,619 | +161.88% |
| Apr 11, 2025 11d after trading | RPD 42.43 sh | $23.57 | $13.74 | $583 | -41.71% |
| Apr 11, 2025 11d after trading | TXN 6.78 sh | $147.60 | $283.74 | $1,922 | +92.24% |
| Apr 11, 2025 11d after trading | TTD 20.09 sh | $49.78 | $12.08 | $243 | -75.73% |
| Apr 11, 2025 11d after trading | UCB 42.37 sh | $23.60 | $33.38 | $1,414 | +41.44% |
| Apr 11, 2025 11d after trading | UNH 1.67 sh | $599.47 | $379.30 | $633 | -36.73% |
| Mar 9, 2025 13d after trading | OXY 21.11 sh | $47.36 | $60.11 | $1,269 | +26.92% |
| Mar 9, 2025 13d after trading | LOW 4.13 sh | $242.38 | $186.00 | $767 | -23.26% |
| Mar 9, 2025 13d after trading | MRK 10.5 sh | $95.23 | $145.60 | $1,529 | +52.89% |
| Mar 9, 2025 13d after trading | MSTR 4.18 sh | $239.27 | $154.34 | $645 | -35.50% |
| Mar 9, 2025 13d after trading | MRP 46.25 sh | $21.62 | $22.36 | $1,034 | +3.42% |
| Mar 9, 2025 13d after trading | NVT 18.67 sh | $53.55 | $167.43 | $3,127 | +212.66% |
| Mar 9, 2025 13d after trading | NVDA 9.35 sh | $106.98 | $229.28 | $2,143 | +114.32% |
| Mar 9, 2025 13d after trading | APD 3.29 sh | $303.71 | $281.26 | $926 | -7.39% |
| Mar 9, 2025 13d after trading | ORCL 6.72 sh | $148.79 | $141.40 | $950 | -4.97% |
| Mar 9, 2025 13d after trading | PFE 37.54 sh | $26.64 | $28.28 | $1,062 | +6.16% |
| Mar 9, 2025 13d after trading | PLD 8.48 sh | $117.87 | $129.49 | $1,099 | +9.86% |
| Mar 9, 2025 13d after trading | PHM 9.31 sh | $107.40 | $112.12 | $1,044 | +4.39% |
| Mar 9, 2025 13d after trading | QCOM 6.45 sh | $154.98 | $175.50 | $1,132 | +13.24% |
| Mar 9, 2025 13d after trading | RGLD 6.57 sh | $152.20 | $236.23 | $1,552 | +55.21% |
| Mar 9, 2025 13d after trading | RTX 7.78 sh | $128.52 | $185.97 | $1,447 | +44.70% |
| Mar 9, 2025 13d after trading | SNDK 18.87 sh | $53.00 | $1,487.33 | $28,063 | +2706.28% |
| Mar 9, 2025 13d after trading | SHW 2.8 sh | $357.78 | $319.36 | $893 | -10.74% |
| Mar 9, 2025 13d after trading | CI 3.06 sh | $326.68 | $282.43 | $865 | -13.55% |
| Mar 9, 2025 13d after trading | UNP 4.03 sh | $248.29 | $278.34 | $1,121 | +12.10% |
| Mar 9, 2025 13d after trading | VRTX 2 sh | $500.01 | $510.08 | $1,020 | +2.01% |
| Mar 9, 2025 13d after trading | ADBE 2.3 sh | $435.08 | $242.27 | $557 | -44.32% |
| Mar 9, 2025 13d after trading | ABBV 4.62 sh | $216.66 | $276.47 | $1,276 | +27.61% |
| Mar 9, 2025 13d after trading | AMGN 3.05 sh | $327.36 | $414.87 | $1,267 | +26.73% |
| Mar 9, 2025 13d after trading | APP 4.2 sh | $238.08 | $277.04 | $1,164 | +16.36% |
| Mar 9, 2025 13d after trading | ACGL 11.02 sh | $90.72 | $95.57 | $1,053 | +5.35% |
| Mar 9, 2025 13d after trading | AVGO 5.42 sh | $184.45 | $361.54 | $1,960 | +96.01% |
| Mar 9, 2025 13d after trading | BC 17.04 sh | $58.70 | $61.48 | $1,047 | +4.74% |
| Mar 9, 2025 13d after trading | CSGP 12.51 sh | $79.91 | $29.67 | $371 | -62.87% |
| Mar 9, 2025 13d after trading | DVN 29.23 sh | $34.21 | $48.26 | $1,411 | +41.07% |
| Mar 9, 2025 13d after trading | ELV 2.44 sh | $409.55 | $412.70 | $1,008 | +0.77% |
| Mar 9, 2025 13d after trading | EXPO 11.89 sh | $84.10 | $69.81 | $830 | -16.99% |
| Mar 9, 2025 13d after trading | XOM 8.94 sh | $111.80 | $168.94 | $1,511 | +51.11% |
| Mar 9, 2025 13d after trading | FIS 14.03 sh | $71.27 | $34.04 | $478 | -52.24% |
| Mar 9, 2025 13d after trading | BUSE 46.36 sh | $21.57 | $28.93 | $1,341 | +34.12% |
| Mar 9, 2025 13d after trading | GE 5.21 sh | $192.12 | $308.20 | $1,604 | +60.42% |
| Mar 9, 2025 13d after trading | HD 2.67 sh | $374.65 | $290.74 | $776 | -22.40% |
| Mar 9, 2025 13d after trading | JNJ 5.96 sh | $167.70 | $261.44 | $1,559 | +55.90% |
A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 16 purchases could not be priced and are excluded.
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Holdings, 2025
Weights are each holding's share of roughly $130.8M in stocks, funds and ETFs — bank accounts and property are left out of the denominator
| Asset | Weight |
|---|---|
| EXRI. EXR OP Units Account ⇒ Extra Space Storage Inc Common Stock (EXR) [ST] | 38.2% |
| FNSXXA. Advisory Account holding Structured Notes ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | 28.7% |
| TMLCXQ. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) [MF] | 11.5% |
| FLCNXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Contrafund K6 (FLCNX) [MF] | 2.3% |
| PGBOXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JPMorgan Core Bond A (PGBOX) [MF] | 2.3% |
| LALDXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) [MF] | 2.3% |
| FIVUXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Macquarie Opportunity Fund Institutional (FIVUX) [MF] | 2.3% |
| SVSPXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SSGA S&P 500 Index Fd (SVSPX) [MF] | 2.3% |
| TEMFXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Templeton Foreign Fund Class A (TEMFX) [MF] | 2.3% |
| SEITXQ. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Equity Fund Class F (SEITX) [MF] | 2.3% |
| SIEMXQ. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Trust Emerging Markets Equity Fund Class F (SIEMX) [MF] | 2.3% |
| STMSXQ. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Tax-Managed Small/Mid Cap Fund Class F (STMSX) [MF] | 2.3% |
| REBAXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Columbia Emerging Markets Bond Fund Class A (REBAX) [MF] | 0.57% |
| PTLAXF. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd Cl A (PTLAX) [MF] | 0.29% |
| FNSXXP. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | 0.06% |
| FNSXXQ. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | 0.06% |
| NWBIJ. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) [ST] | 0.02% |
| G. Old National Bank Accounts ⇒ ONB Money Market [BA] | — |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 yr Dual Direction Buffered Note SPX [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 yr Barrier Note INDU/RTY [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 yr Barrier Note INDU/NDX/RTY [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | — |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 [CS] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Dual Direction Trigger [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Trigger [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity Russell 2000 Cap Rate [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity S&P 500 Trigger Rate [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 Annual cap rate [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity - S&P 500 trigger [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity S&P 500 Cap [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Particpation [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Trigger Rate Plus [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year S&P 500 Index [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [OP] | — |
| RILAB. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered Annuity S&P 500 with enhanced particpation [OP] | — |
Showing 40 of 324 disclosed assets.
Committees
What they oversee — the context a trade is read against
Bills they sponsored
Legislation introduced under their own name, newest first
- HR10705Oct 1, 2026
Referred to the House Committee on Energy and Commerce.
- HRES1449CongressJul 22, 2026
Referred to the House Committee on Oversight and Government Reform.
- HR9880Armed Forces and National SecurityJul 22, 2026
GPS Modernization Acceleration Act
Referred to the Committee on Armed Services, and in addition to the Committee on Transportation and Infrastructure, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- HR9020International AffairsMay 22, 2026
No U.S. Funding for UNIFIL Act
Referred to the Committee on Foreign Affairs, and in addition to the Committee on Armed Services, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- HR8635ImmigrationApr 30, 2026
Referred to the House Committee on the Judiciary.
- HR8527Agriculture and FoodApr 27, 2026
Rural Animal Shelter Investment Act
Referred to the House Committee on Agriculture.
- HR7633International AffairsFeb 20, 2026
American Assistance Visibility Act
Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 44 - 1.
- HR7236FamiliesJan 23, 2026
In Good Standing Adoption Agencies Act of 2026
Referred to the House Committee on Ways and Means.
- HR7121Government Operations and PoliticsJan 15, 2026
Securing Federal Devices from Chinese Applications Act
Referred to the House Committee on Oversight and Government Reform.
- HR7003Government Operations and PoliticsJan 9, 2026
Ordered to be Reported by the Yeas and Nays: 42 - 2.
- HRES931Government Operations and PoliticsDec 4, 2025
Expressing support for the designation of December 4, 2025, as "National Scam Prevention Day".
Referred to the House Committee on Oversight and Government Reform.
- HR5980International AffairsNov 7, 2025
Mexico Cross-Border Crime Accountability Act
Referred to the House Committee on Foreign Affairs.
Campaign finance
Reported to the FEC, through Jun 30, 2026
Raised
$2.4M
Spent
$950.3K
Cash on hand
$1.6M
From PACs
$291K
committee contributions
Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Jefferson Shreve's own campaign committee and not outside spending on their behalf.
Recent votes
What they actually did, with the date to read a trade against
| Date | Measure | Question | Vote |
|---|---|---|---|
| Sep 16, 2026 | S 2403 | Retire through Ownership Act | Yea |
| Sep 16, 2026 | H R 9497 | Water Resources Development Act | Yea |
| Sep 16, 2026 | H R 9340 | Ratepayer Protection Act | Yea |
| Sep 16, 2026 | H J RES 213 | Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision” | Yea |
| Sep 16, 2026 | H R 10326 | PROOF Act | Yea |
| Sep 16, 2026 | H R 9576 | National Fraud Enforcement Division Act | Yea |
| Sep 16, 2026 | H R 5334 | An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes | Yea |
| Sep 15, 2026 | H CON RES 93 | Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran | Nay |
| Sep 15, 2026 | H J RES 210 | Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision” | Yea |
| Sep 15, 2026 | H R 9500 | Tax Relief for Fraud Victims Act | Yea |
Most traded
By number of disclosed transactions
Disclosed transactions
636 in total, newest first
| Asset | Amount | |
|---|---|---|
Morgan Stanley 37-Month One-time Callab… | buyOpen | $1M – $5M |
JP Morgan 3-Year Auto Callable Buffer N… | buyOpen | $5M – $25M |
Prudential RILA - 10% Buffer 6-year All… | buyOpen | $1M – $5M |
Prudential RILA - 10% Buffer 3-year S&P… | buyOpen | $1M – $5M |
Prudential RILA - 10% Buffer 3-year All… | buyOpen | $1M – $5M |
Brighthouse Buffered Annuity S&P 500 Tr… | sellReduce | $5M – $25M |
Brighthouse Buffered Annuity Russell 20… | sellReduce | $5M – $25M |
F S: New S O: Advisory Account holding … | buyOpen | $5M – $25M |
F S: New S O: Advisory Account holding … | buyOpen | $5M – $25M |
JP Morgan 3-year one-time callable barr… | buyOpen | $5M – $25M |
JP Morgan 3-year auto callable buffer n… | buyOpen | $5M – $25M |
JP Morgan 3-year auto callable buffer n… | buyOpen | $5M – $25M |
I V D I P O C S my knowledge and belie… | buyOpen | $5M – $25M |
I V D I P O C S my knowledge and belie… | buyOpen | $5M – $25M |
Prudential RILA - 10% Buffer 3-year All… | buyOpen | $5M – $25M |
I V D I P O C S my knowledge and belie… | buyOpen | $5M – $25M |
F S: New S O: Advisory Account holding … | buyOpen | $5M – $25M |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $50K – $100K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $50K – $100K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $50K – $100K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $50K – $100K |
Plano Tex Indpt Sch Dist 5.0000 2032-02… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
Ohio St Wtr Dev Auth Wtr Pollution Ctl … | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $50K – $100K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
Florida St Dept Environmental Protn | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
Corpus Christi Tex Indpt Sch Dist 4.000… | sellReduce | $50K – $100K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $15K – $50K |
F S: New S O: CRT - Standard Unit Trust… | sellReduce | $1K – $15K |
Citigroup Inc 5.875 2033-02-22 | sellReduce | $50K – $100K |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
sellReduce | $50K – $100K | |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
sellReduce | $50K – $100K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $100K – $250K | |
sellReduce | $100K – $250K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
sellReduce | $50K – $100K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
sellReduce | $100K – $250K |
Source: the original filing