Rep. Jefferson Shreve Stock Trades

Hon. Jefferson Shreve (IN06) made two structured note purchases totaling between $10,000,001 and $50,000,000 in late December 2025: a JP Morgan 3-year auto callable buffer note and a Prudential RILA 10% Buffer 3-year Alliance Bernstein 500 Plus Index annuity.

Hon. Jefferson Shreve (IN-06) made two large structured investment purchases totaling $10-50 million: a JP Morgan 3-year auto callable buffer note and a Prudential RILA 10% Buffer 6-year Alliance Bernstein 500 Plus Index annuity, both purchased on 12/29-12/30/2025.

Hon. Jefferson Shreve (IN-06) purchased two large structured note positions in November 2025: a Bank of Montreal 13-Month Digital Buffer Note and a JP Morgan 5-year Barrier Note, each valued between $5,001,000 and $25,000,000, held in an advisory account.

Hon. Jefferson Shreve (IN-06) executed a massive portfolio liquidation on 05/12/2025, selling over 100 stocks across multiple sectors totaling several million dollars from a CRT (Charitable Remainder Trust). Notable sales include Amazon ($250,001-$500,000), Apple ($500,001-$1,000,000 partial plus $100,001-$250,000), Alphabet/Google ($100,001-$250,000 each class), and Coca-Cola ($100,001-$250,000), along with dozens of other positions ranging from $15,001 to $250,000.