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Jefferson Shreve

Representative IN-6 2025 disclosure

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.

Latest net worth (band)
$304.4M – $1.2B
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
87
Disclosed liabilities
0

Net worth band by reporting year

2025
Year Net worth band
2025 $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.

Disclosed lines
87
Total disclosed (band)
$304.4M – $1.2B
Description Value
I. EXR OP Units Account ⇒ Extra Space Storage Inc Common Stock (EXR) $50M - $50M
A. Advisory Account holding Structured Notes ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) $25M - $50M
G. Old National Bank Accounts ⇒ ONB Money Market $25M - $50M
A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 yr Dual Direction Buffered Note SPX $5M - $25M
A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 yr Barrier Note INDU/RTY $5M - $25M
A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 yr Barrier Note INDU/NDX/RTY $5M - $25M
A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 $5M - $25M
A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 $5M - $25M
A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 $5M - $25M
A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 $5M - $25M
A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 $5M - $25M
A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-year auto callable buffer note RTY- December 2025 $5M - $25M
A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Dual Direction Trigger $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Trigger $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity Russell 2000 Cap Rate $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity S&P 500 Trigger Rate $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 Annual cap rate $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 3 year First Trust Cap Strength $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity - S&P 500 trigger $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity S&P 500 Cap $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Particpation $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Trigger Rate Plus $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year S&P 500 Index $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered Annuity S&P 500 with enhanced particpation $5M - $25M
C. Fixed Indexed Annuity ⇒ AIG Power Protector S&P 500 point-to-point $5M - $25M
C. Fixed Indexed Annuity ⇒ Athene Accumulator S&P 500 point-to-point $5M - $25M
C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 point-to-point $5M - $25M
C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 trigger $5M - $25M
C. Fixed Indexed Annuity ⇒ Lincoln Optiblend 5 S&P 500 Trigger $5M - $25M
C. Fixed Indexed Annuity ⇒ Mass Mutual S&P 500 point-to-point $5M - $25M
D. Opportunity Zone Funds ⇒ Cantor Fitzgerald Opportunity Zone Fund $5M - $25M
D. Opportunity Zone Funds ⇒ Griffin Capital Opportunity Zone Fund III $5M - $25M
D. Opportunity Zone Funds ⇒ Inland Student Housing Opportunity Zone Fund $5M - $25M
O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy I - S&P 500 $5M - $25M
O. Universal Indexed Life Insurance ⇒ Nationwide Life Insurance Policy - S&P 500 $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) $5M - $25M
B. Registered Index Linked Annuity (RILA) ⇒ Equitable S&P 500 Dual Direction Trigger $1M - $5M
B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation $1M - $5M
B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust American Leadership $1M - $5M
B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust Cap Strength $1M - $5M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer $1M - $5M
B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer $1M - $5M
D. Opportunity Zone Funds ⇒ Inland Self Storage Opportunity Zone Fund $1M - $5M
D. Opportunity Zone Funds ⇒ Pacific Oak Opportunity Zone Fund $1M - $5M
G. Old National Bank Accounts ⇒ ONB Personal Checking $1M - $5M
L. Breffnimor LLC ⇒ Residential Property 1 $1M - $5M
M. Carmichael Center LP ⇒ Residential Property 1 $1M - $5M
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Contrafund K6 (FLCNX) $1M - $5M
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JPMorgan Core Bond A (PGBOX) $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) $1M - $5M
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Macquarie Opportunity Fund Institutional (FIVUX) $1M - $5M
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SSGA S&P 500 Index Fd (SVSPX) $1M - $5M
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Templeton Foreign Fund Class A (TEMFX) $1M - $5M
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Equity Fund Class F (SEITX) $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) $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) $1M - $5M
G. Old National Bank Accounts ⇒ ONB Joint Checking $500K - $1M
O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy II - S&P 500 $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) $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 $500K - $1M
F. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd Cl A (PTLAX) $250K - $500K
G. Old National Bank Accounts ⇒ ONB Perry Properties Checking Account $250K - $500K
G. Old National Bank Accounts ⇒ Storage Express Construction Checking $250K - $500K
H. Chase Bank Checking Account ⇒ Chase Bank Checking Account $250K - $500K
K. Perry Properties LLC ⇒ Residential Property 4 $250K - $500K
N. Storage Express Construction ⇒ Storage Express Construction LLC $250K - $500K
A. Advisory Account holding Structured Notes ⇒ Insured Bank Deposit Program $100K - $250K
F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year S&P 500 $100K - $250K
G. Old National Bank Accounts ⇒ Shreve & Company Checking $100K - $250K
K. Perry Properties LLC ⇒ Residential Property 1 $100K - $250K
K. Perry Properties LLC ⇒ Residential Property 2 $100K - $250K
K. Perry Properties LLC ⇒ Residential Property 3 $100K - $250K
E. Pershing Brokerage Account ⇒ Insured Bank Deposit Program $50K - $100K
F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Capital Strength $50K - $100K
F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Russell 2000 $50K - $100K
O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy IV - S&P 500 $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) $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) $50K - $100K
J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) $15K - $50K
O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy III - S&P 500 $15K - $50K
O. Universal Indexed Life Insurance ⇒ Protective Life Insurance - S&P 500 $1K - $15K
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program $1K - $15K
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program $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 $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

Disclosed trades
584
Avg. disclosure lag
44.5 days
Filed past 45-day deadline
0.3%
Date Stock Type Amount
2025-05-12 MSFT ST · Microsoft Corporation - Common Stock (MSFT) Sell $500K - $1M
2025-05-12 MSTR ST · MicroStrategy Incorporated - Class A Common Stock (MSTR) Sell $15K - $50K
2025-05-12 NDAQ ST · Nasdaq, Inc. - Common Stock (NDAQ) Sell $15K - $50K
2025-05-12 NFLX ST · Netflix, Inc. - Common Stock (NFLX) Sell $100K - $250K
2025-05-12 NEM ST · Newmont Corporation (NEM) Sell $15K - $50K
2025-05-12 NEE ST · NextEra Energy, Inc. Common Stock (NEE) Sell $50K - $100K
2025-05-12 NI ST · NiSource Inc Common Stock (NI) Sell $50K - $100K
2025-05-12 NVDA ST · NVIDIA Corporation - Common Stock (NVDA) Sell $500K - $1M
2025-05-12 OXY ST · Occidental Petroleum Corporation Common Stock (OXY) Sell $15K - $50K
2025-05-12 OGE ST · OGE Energy Corp Common Stock (OGE) Sell $100K - $250K
2025-05-12 ORI ST · Old Republic International Corporation Common Stock (ORI) Sell $15K - $50K
2025-05-12 ORCL ST · Oracle Corporation Common Stock (ORCL) Sell $15K - $50K
2025-05-12 PLTR ST · Palantir Technologies Inc. - Class A Common Stock (PLTR) Sell $50K - $100K
2025-05-12 PANW ST · Palo Alto Networks, Inc. (PANW) Sell $15K - $50K
2025-05-12 PYPL ST · PayPal Holdings, Inc. - Common Stock (PYPL) Sell $15K - $50K
2025-05-12 PEP ST · Pepsico, Inc. (PEP) Sell $15K - $50K
2025-05-12 PM ST · Philip Morris International Inc Common Stock (PM) Sell $100K - $250K
2025-05-12 PSX ST · Phillips 66 Common Stock (PSX) Sell $15K - $50K
2025-05-12 PRI ST · Primerica, Inc. Common Stock (PRI) Sell $15K - $50K
2025-05-12 PG ST · Procter & Gamble Company (PG) Sell $50K - $100K
2025-05-12 PGR ST · Progressive Corporation (PGR) Sell $50K - $100K
2025-05-12 PRU ST · Prudential Financial, Inc. Common Stock (PRU) Sell $15K - $50K
2025-05-12 PHM ST · PulteGroup, Inc. Common Stock (PHM) Sell $15K - $50K
2025-05-12 PWR ST · Quanta Services, Inc. Common Stock (PWR) Sell $50K - $100K
2025-05-12 RPD ST · Rapid7, Inc. - Common Stock (RPD) Sell $15K - $50K

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%

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