Jefferson Shreve
Jefferson Shreve (IN-6) disclosed a net worth range between $304.4M and $1.2B in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $304.4M – $1.2B |
Disclosed assets
The assets Jefferson Shreve itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| I. EXR OP Units Account ⇒ Extra Space Storage Inc Common Stock (EXR) | ST |
$1M - $5M
Dividends
|
$50M - $50M |
| A. Advisory Account holding Structured Notes ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | MF |
$100K - $1M
Dividends
|
$25M - $50M |
| G. Old National Bank Accounts ⇒ ONB Money Market | BA |
$1M - $5M
Dividends
|
$25M - $50M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 yr Dual Direction Buffered Note SPX | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 yr Barrier Note INDU/RTY | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 yr Barrier Note INDU/NDX/RTY | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-year auto callable buffer note RTY- December 2025 | GS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 | CS |
Capital Gains
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Dual Direction Trigger | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Trigger | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity Russell 2000 Cap Rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity S&P 500 Trigger Rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 Annual cap rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 3 year First Trust Cap Strength | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity - S&P 500 trigger | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity S&P 500 Cap | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Particpation | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Trigger Rate Plus | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year S&P 500 Index | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered Annuity S&P 500 with enhanced particpation | OP |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ AIG Power Protector S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Athene Accumulator S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 trigger | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Lincoln Optiblend 5 S&P 500 Trigger | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Mass Mutual S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| D. Opportunity Zone Funds ⇒ Cantor Fitzgerald Opportunity Zone Fund | RE |
Capital Gains, Dividends
|
$5M - $25M |
| D. Opportunity Zone Funds ⇒ Griffin Capital Opportunity Zone Fund III | RE |
$100K - $1M
Capital Gains, Dividends
|
$5M - $25M |
| D. Opportunity Zone Funds ⇒ Inland Student Housing Opportunity Zone Fund | RE |
$5K - $15K
Capital Gains, Dividends
|
$5M - $25M |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy I - S&P 500 | OT | — | $5M - $25M |
| O. Universal Indexed Life Insurance ⇒ Nationwide Life Insurance Policy - S&P 500 | OT | — | $5M - $25M |
| Q. 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 |
$100K - $1M
Capital Gains, Dividends, Interest
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Equitable S&P 500 Dual Direction Trigger | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust American Leadership | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust Cap Strength | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer | OP |
Tax-Deferred
|
$1M - $5M |
| D. Opportunity Zone Funds ⇒ Inland Self Storage Opportunity Zone Fund | RE |
$15K - $50K
Capital Gains, Dividends
|
$1M - $5M |
| D. Opportunity Zone Funds ⇒ Pacific Oak Opportunity Zone Fund | RE |
Capital Gains, Dividends
|
$1M - $5M |
| G. Old National Bank Accounts ⇒ ONB Personal Checking | BA |
$15K - $50K
Interest
|
$1M - $5M |
| L. Breffnimor LLC ⇒ Residential Property 1 | OL | — | $1M - $5M |
| M. Carmichael Center LP ⇒ Residential Property 1 | OL | — | $1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Contrafund K6 (FLCNX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JPMorgan Core Bond A (PGBOX) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. 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 |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Macquarie Opportunity Fund Institutional (FIVUX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SSGA S&P 500 Index Fd (SVSPX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Templeton Foreign Fund Class A (TEMFX) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Equity Fund Class F (SEITX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| Q. 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 |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| Q. 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 |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| G. Old National Bank Accounts ⇒ ONB Joint Checking | BA |
$2.5K - $5K
Interest
|
$500K - $1M |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy II - S&P 500 | OT | — | $500K - $1M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Columbia Emerging Markets Bond Fund Class A (REBAX) | MF |
$15K - $50K
Capital Gains, Dividends, Interest
|
$500K - $1M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ LVIP Franklin Templeton Mult-Factor Emerging Markets Equity Fund | OT |
$15K - $50K
Capital Gains, Dividends, Interest
|
$500K - $1M |
| F. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd Cl A (PTLAX) | MF |
Tax-Deferred
|
$250K - $500K |
| G. Old National Bank Accounts ⇒ ONB Perry Properties Checking Account | BA |
$1K - $2.5K
Interest
|
$250K - $500K |
| G. Old National Bank Accounts ⇒ Storage Express Construction Checking | BA |
$1K - $2.5K
Interest
|
$250K - $500K |
| H. Chase Bank Checking Account ⇒ Chase Bank Checking Account | BA |
$2.5K - $5K
Interest
|
$250K - $500K |
| K. Perry Properties LLC ⇒ Residential Property 4 | OL | — | $250K - $500K |
| N. Storage Express Construction ⇒ Storage Express Construction LLC | OL |
Business Income
|
$250K - $500K |
| A. Advisory Account holding Structured Notes ⇒ Insured Bank Deposit Program | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year S&P 500 | OP |
Tax-Deferred
|
$100K - $250K |
| G. Old National Bank Accounts ⇒ Shreve & Company Checking | BA | — | $100K - $250K |
| K. Perry Properties LLC ⇒ Residential Property 1 | RP | — | $100K - $250K |
| K. Perry Properties LLC ⇒ Residential Property 2 | RP | — | $100K - $250K |
| K. Perry Properties LLC ⇒ Residential Property 3 | OL | — | $100K - $250K |
| E. Pershing Brokerage Account ⇒ Insured Bank Deposit Program | BA |
$201 - $1K
Interest
|
$50K - $100K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Capital Strength | OP |
Tax-Deferred
|
$50K - $100K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Russell 2000 | OP |
Tax-Deferred
|
$50K - $100K |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy IV - S&P 500 | OT | — | $50K - $100K |
| P. 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 |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Q. 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 |
$1K - $2.5K
Dividends
|
$50K - $100K |
| J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy III - S&P 500 | OT | — | $15K - $50K |
| O. Universal Indexed Life Insurance ⇒ Protective Life Insurance - S&P 500 | OT | — | $1K - $15K |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program | BA |
$1 - $200
Interest
|
$1K - $15K |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program | BA |
$1 - $200
Interest
|
$1K - $15K |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY Ref-Ser E 27 May 2016 5% Aug 2028 | GS |
$201 - $1K
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-05-12 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | — CRT - Standard Unit Trust | $500K - $1M | 2025-06-22 | 41d |
| 2025-05-12 | MSTR ST · MicroStrategy Incorporated - Class A Common Stock (MSTR) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | NDAQ ST · Nasdaq, Inc. - Common Stock (NDAQ) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | NFLX ST · Netflix, Inc. - Common Stock (NFLX) | Sell | — CRT - Standard Unit Trust | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | NEM ST · Newmont Corporation (NEM) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | NEE ST · NextEra Energy, Inc. Common Stock (NEE) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | NI ST · NiSource Inc Common Stock (NI) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Sell | — CRT - Standard Unit Trust | $500K - $1M | 2025-06-22 | 41d |
| 2025-05-12 | OXY ST · Occidental Petroleum Corporation Common Stock (OXY) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | OGE ST · OGE Energy Corp Common Stock (OGE) | Sell | — CRT - Standard Unit Trust | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | ORI ST · Old Republic International Corporation Common Stock (ORI) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | ORCL ST · Oracle Corporation Common Stock (ORCL) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PLTR ST · Palantir Technologies Inc. - Class A Common Stock (PLTR) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | PANW ST · Palo Alto Networks, Inc. (PANW) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PYPL ST · PayPal Holdings, Inc. - Common Stock (PYPL) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PEP ST · Pepsico, Inc. (PEP) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PM ST · Philip Morris International Inc Common Stock (PM) | Sell | — CRT - Standard Unit Trust | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | PSX ST · Phillips 66 Common Stock (PSX) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PRI ST · Primerica, Inc. Common Stock (PRI) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PG ST · Procter & Gamble Company (PG) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | PGR ST · Progressive Corporation (PGR) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | PRU ST · Prudential Financial, Inc. Common Stock (PRU) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PHM ST · PulteGroup, Inc. Common Stock (PHM) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PWR ST · Quanta Services, Inc. Common Stock (PWR) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | RPD ST · Rapid7, Inc. - Common Stock (RPD) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| RPD | 1,771 | $19.5K | 2.5% |
| BUSE | 1,295 | $39.7K | 5.0% |
| HIW | 1,233 | $38.4K | 4.8% |
| NEM | 784 | $100.4K | 12.6% |
| EXPO | 372 | $25.4K | 3.2% |
| XOM | 303 | $48.3K | 6.1% |
| AMAT | 276 | $125.5K | 15.8% |
| GE | 191 | $64.3K | 8.1% |
| AEO | 171 | $3K | 0.4% |
| ORCL | 146 | $23.2K | 2.9% |
| LOW | 145 | $29.6K | 3.7% |
| LFUS | 115 | $48K | 6.1% |
| MCD | 106 | $27.2K | 3.4% |
| AMGN | 100 | $43.9K | 5.5% |
| DG | 78 | $10.4K | 1.3% |
| BALL | 77 | $4.8K | 0.6% |
| APP | 70 | $22.5K | 2.8% |
| ECL | 69 | $19.3K | 2.4% |
| PSX | 63 | $16K | 2.0% |
| VRTX | 58 | $31.7K | 4.0% |
| COP | 38 | $5.1K | 0.6% |
| MPC | 35 | $13.6K | 1.7% |
| MSTR | 35 | $5K | 0.6% |
| CNC | 34 | $2.3K | 0.3% |
| AKAM | 31 | $3.3K | 0.4% |
| HNI | 30 | $1.5K | 0.2% |
| MTCH | 23 | $946 | 0.1% |
| ACGL | 19 | $1.9K | 0.2% |
| HRI | 18 | $2.5K | 0.3% |
| PHM | 15 | $1.8K | 0.2% |
| AXON | 14 | $7.1K | 0.9% |
| CCI | 13 | $966 | 0.1% |
| AIG | 9 | $698 | 0.1% |
| PRU | 7 | $812 | 0.1% |
| ELV | 6 | $2.6K | 0.3% |
| CI | 5 | $1.4K | 0.2% |
| SHW | 4 | $1.2K | 0.2% |
| CRL | 3 | $797 | 0.1% |