Jefferson Shreve

Republican — R–IN-6 · U.S. House · serving since 2025 · House Committee on Appropriations · member ID S001229

Disclosures: 636; 12 filings · 0 paper · retained
Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.: $9.0M to $285M; purchases − sales · an interval
Distinct tickers: 254; across every disclosed row
Late filings: 2; filed past the 45-day window

Flows from periodic transaction reports · House Clerk + Senate eFD · Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗ · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

26Q4

gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 2 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD

Net disclosed flow by ticker

PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 77 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Jefferson Shreve
Net	Ticker	The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record.	net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range `net = [pL−sU, pU−sL]`. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero	Buys	Sells	net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range `net = [pL−sU, pU−sL]`. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero·§	Last traded
NET SELL	MRP	Millrose Properties, Inc. Class A	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal	2025-02-24
± net range spans zero	AMGN	Amgen Inc.	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2025-05-12
± net range spans zero	EXPO	Exponent, Inc.	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2025-05-12
± net range spans zero	HIW	Highwoods Properties, Inc.	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2025-05-12
± net range spans zero	LOW	Lowe's Companies, Inc.	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2025-05-12
± net range spans zero	MCD	McDonald's Corporation	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2025-05-12
± net range spans zero	VRTX	Vertex Pharmaceuticals Incorporated	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2025-05-12
± net range spans zero	XOM	Exxon Mobil Corporation	Purchases $65K–$150K; sales $50K–$100K	2	1	−$35.0K to $100K≈	2025-05-12
± net range spans zero	ACGL	Arch Capital Group Ltd.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	AEO	American Eagle Outfitters, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	AIG	American International Group, Inc. New	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	AON	Aon plc Class A	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-08
± net range spans zero	APD	Air Products and Chemicals, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-03-31
± net range spans zero	AWK	American Water Works Company, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	AXON	Axon Enterprise, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	BC	Brunswick Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	CCI	Crown Castle Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	CI	The Cigna Group	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	CNC	Centene Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	CRL	Charles River Laboratories International, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	CSGP	CoStar Group, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	CZR	Caesars Entertainment, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-03-31
± net range spans zero	DG	Dollar General Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	ELV	Elevance Health, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	FBIN	Fortune Brands Innovations, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-17
± net range spans zero	GILD	Gilead Sciences, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	HEI.A	Heico Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-17
± net range spans zero	HNI	HNI Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-08
± net range spans zero	INTC	Intel Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	LGIH	LGI Homes, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-11
± net range spans zero	LMT	Lockheed Martin Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	MPC	Marathon Petroleum Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	MRK	Merck & Company, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-17
± net range spans zero	MSTR	MicroStrategy Incorporated - Class A	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	MTCH	Match Group, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	NEM	Newmont Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	NUE	Nucor Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-03-31
± net range spans zero	NVT	nVent Electric plc	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-03-05
± net range spans zero	PEP	Pepsico, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	PFE	Pfizer, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-11
± net range spans zero	PHM	PulteGroup, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	PLD	Prologis, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	PRU	Prudential Financial, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	PSX	Phillips 66 Common Stock	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	QCOM	QUALCOMM Incorporated	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	RTX	RTX Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	SHW	Sherwin-Williams Company	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	SLB	Schlumberger N.V.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-11
± net range spans zero	TGT	Target Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	UNP	Union Pacific Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-05-12
± net range spans zero	VICR	Vicor Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-03-31
± net range spans zero	VLO	Valero Energy Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	VST	Vistra Corp.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-07
± net range spans zero	WY	Weyerhaeuser Company	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-04-11
± net range spans zero	GE	GE Aerospace	Purchases $100K–$200K; sales $65K–$150K	2	2	−$50.0K to $135K≈	2025-05-12
± net range spans zero	ABBV	AbbVie Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2025-04-17
± net range spans zero	SPGI	S&P Global Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2025-05-12
NET SELL	ACN	Accenture plc Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-31
NET SELL	ALNY	Alnylam Pharmaceuticals, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	AMT	American Tower Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	BDX	Becton, Dickinson and Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-05
NET SELL	BMY	Bristol-Myers Squibb Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	BSX	Boston Scientific Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CB	Chubb Limited	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CFG	Citizens Financial Group, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	CHTR	Charter Communications, Inc. - Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CLX	Clorox Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-11
NET SELL	CME	CME Group Inc. - Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CNO	CNO Financial Group, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CPRT	Copart, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CRWD	CrowdStrike Holdings, Inc. - Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	CVS	CVS Health Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	DASH	DoorDash, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	DD	DuPont de Nemours, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-31
NET SELL	FCX	Freeport-McMoRan, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	FI	Fiserv, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	FTNT	Fortinet, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	GEN	Gen Digital Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	GM	General Motors Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	HLT	Hilton Worldwide Holdings Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	HON	Honeywell International Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	HOPE	Hope Bancorp, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-02-24
NET SELL	IBM	International Business Machines Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	IFF	International Flavors & Fragrances, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	KEYS	Keysight Technologies Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-11
NET SELL	KR	Kroger Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	LAZ	Lazard, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-31
NET SELL	LECO	Lincoln Electric Holdings, Inc. - Common Shares	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	MCHP	Microchip Technology Incorporated	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	MCK	McKesson Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	MDT	Medtronic plc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-08
NET SELL	MMM	3M Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	MS	Morgan Stanley	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	MU	Micron Technology, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	NDAQ	Nasdaq, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	NET	Cloudflare, Inc. Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	NKE	Nike, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-31
NET SELL	ORI	Old Republic International Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	PCVX	Vaxcyte, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-05
NET SELL	REGN	Regeneron Pharmaceuticals, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	RGEN	Repligen Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	SBUX	Starbucks Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	SCHW	Charles Schwab Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	SJM	The J.M. Smucker Company	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	SNDK	Sandisk Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	SNOW	Snowflake Inc. Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	T	AT&T Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	THG	Hanover Insurance Group Inc	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	TMO	Thermo Fisher Scientific Inc	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-04-07
NET SELL	TTWO	Take-Two Interactive Software, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	UVSP	Univest Financial Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	VSH	Vishay Intertechnology, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-03-05
NET SELL	VZ	Verizon Communications Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	WBD	Warner Bros. Discovery, Inc. - Series A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
NET SELL	ZM	Zoom Communications, Inc. - Class A	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-05-12
± net range spans zero	ORCL	Oracle Corporation	Purchases $45K–$150K; sales $30K–$100K	3	2	−$55.0K to $120K≈	2025-05-12
± net range spans zero	CBOE	Cboe Global Markets, Inc.	Purchases $45K–$150K; sales $50K–$100K	3	1	−$55.0K to $100K≈	2025-05-12
± net range spans zero	ADBE	Adobe Inc.	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	AKAM	Akamai Technologies, Inc.	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	APP	Applovin Corporation - Class A	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	BALL	Ball Corporation	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	BUSE	First Busey Corporation	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	COP	ConocoPhillips	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	DVN	Devon Energy Corporation	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	GS	Goldman Sachs Group, Inc.	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	OXY	Occidental Petroleum Corporation	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	RPD	Rapid7, Inc.	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	TDG	Transdigm Group Incorporated	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	UNH	UnitedHealth Group Incorporated	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-08
± net range spans zero	ZTS	Zoetis Inc. Class A	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2025-05-12
± net range spans zero	FIS	Fidelity National Information Services, Inc.	Purchases $30K–$100K; sales $50K–$100K	2	1	−$70.0K to $50.0K≈	2025-05-12
± net range spans zero	JNJ	Johnson & Johnson	Purchases $30K–$100K; sales $50K–$100K	2	1	−$70.0K to $50.0K≈	2025-05-12
± net range spans zero	RGLD	Royal Gold, Inc.	Purchases $30K–$100K; sales $50K–$100K	2	1	−$70.0K to $50.0K≈	2025-05-12
± net range spans zero	TTD	The Trade Desk, Inc. - Class A	Purchases $30K–$100K; sales $31K–$115K	2	3	−$85.0K to $69.0K≈	2025-05-12
± net range spans zero	A	Agilent Technologies, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	ADSK	Autodesk, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	ALB	Albemarle Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	APTV	Aptiv PLC	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	BKE	Buckle, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	CCL	Carnival Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	CEG	Constellation Energy Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	CMCSA	Comcast Corporation - Class A	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	COIN	Coinbase Global, Inc. - Class A	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	CRM	Salesforce, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	CSX	CSX Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	CVX	Chevron Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	DAL	Delta Air Lines, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	DHR	Danaher Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	DXCM	DexCom, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	EPAM	EPAM Systems, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	HOG	Harley-Davidson, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-04-07
± net range spans zero	HOMB	Home BancShares, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	HRI	Herc Holdings Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-04-11
± net range spans zero	HUBB	Hubbell Inc	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	ISRG	Intuitive Surgical, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	LFUS	Littelfuse, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	LULU	lululemon athletica inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	NSC	Norfolk Southern Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-04-11
± net range spans zero	PANW	Palo Alto Networks, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	PYPL	PayPal Holdings, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	ROST	Ross Stores, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	SNDR	Schneider National, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	WDC	Western Digital Corporation	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2025-05-12
± net range spans zero	BKNG	Booking Holdings Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	EW	Edwards Lifesciences Corporation	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	NEE	NextEra Energy, Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	SPOT	Spotify Technology S.A.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	UBER	Uber Technologies, Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	UCB	United Community Banks, Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	WFC	Wells Fargo & Company	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-05-12
± net range spans zero	UPS	United Parcel Service, Inc.	Purchases $50K–$100K; sales $45K–$150K	1	3	−$100K to $55.0K≈	2025-05-08
± net range spans zero	XYZ	As filed: Block, Inc. Class A Common Stock, (XYZ) [ST]	Purchases $50K–$100K; sales $45K–$150K	1	3	−$100K to $55.0K≈	2025-05-08
± net range spans zero	ARES	Ares Management Corporation Class A	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-05-12
± net range spans zero	CMG	Chipotle Mexican Grill, Inc.	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-05-12
± net range spans zero	CTAS	Cintas Corporation	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-05-12
± net range spans zero	LIN	Linde plc	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-05-12
± net range spans zero	SNPS	Synopsys, Inc.	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-05-12
± net range spans zero	STAG	Stag Industrial, Inc.	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-04-17
± net range spans zero	TT	Trane Technologies plc	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2025-05-12
NET SELL	AVB	AvalonBay Communities, Inc.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-04-07
NET SELL	CTRA	Coterra Energy Inc.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	DFS	Discover Financial Services	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	IDA	IDACORP, Inc.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	IEX	IDEX Corporation	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-03-31
NET SELL	LNG	Cheniere Energy, Inc.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	PRI	Primerica, Inc.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	RLI	RLI Corp.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	SYY	Sysco Corporation	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2025-05-12
NET SELL	ABT	Abbott Laboratories	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	ADP	Automatic Data Processing, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	AZO	AutoZone, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	CDNS	Cadence Design Systems, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	COR	Cencora, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	CSCO	Cisco Systems, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	CWST	Casella Waste Systems, Inc. - Class A	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	DE	Deere & Company	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	GEV	GE Vernova Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	NI	NiSource Inc	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	NOW	ServiceNow, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-03-31
NET SELL	O	Realty Income Corporation	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	PGR	Progressive Corporation	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	PLTR	Palantir Technologies Inc. - Class A	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	RCL	Royal Caribbean Cruises Ltd.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	RUSHB	Rush Enterprises, Inc. - Class B	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	SBAC	SBA Communications Corporation - Class A	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	SPG	Simon Property Group, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-03-31
NET SELL	WELL	Welltower Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
NET SELL	WMB	Williams Companies, Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2025-05-12
± net range spans zero	HD	Home Depot, Inc.	Purchases $45K–$150K; sales $65K–$150K	3	2	−$105K to $85.0K≈	2025-05-12
± net range spans zero	AMAT	Applied Materials, Inc.	Purchases $80K–$200K; sales $100K–$200K	3	2	−$120K to $100K≈	2025-05-12
± net range spans zero	AMD	Advanced Micro Devices, Inc.	Purchases $80K–$200K; sales $100K–$200K	3	2	−$120K to $100K≈	2025-05-12
± net range spans zero	AXP	American Express Company	Purchases $15K–$50K; sales $45K–$150K	1	3	−$135K to $5.0K≈	2025-05-12
± net range spans zero	DIS	Walt Disney Company	Purchases $15K–$50K; sales $45K–$150K	1	3	−$135K to $5.0K≈	2025-05-12
± net range spans zero	LEN	Lennar Corporation Class A	Purchases $15K–$50K; sales $45K–$150K	1	3	−$135K to $5.0K≈	2025-05-12
NET SELL	ADI	Analog Devices, Inc.	Purchases $15K–$50K; sales $65K–$150K	1	2	−$135K to −$15.0K net disposal≈	2025-05-12
NET SELL	ANET	Arista Networks, Inc.	Purchases $15K–$50K; sales $65K–$150K	1	2	−$135K to −$15.0K net disposal≈	2025-05-12
NET SELL	BAC	Bank of America Corporation	Purchases $15K–$50K; sales $65K–$150K	1	2	−$135K to −$15.0K net disposal≈	2025-05-12
NET SELL	TJX	TJX Companies, Inc.	Purchases $15K–$50K; sales $65K–$150K	1	2	−$135K to −$15.0K net disposal≈	2025-05-12
NET SELL	WDAY	Workday, Inc. - Class A	Purchases $15K–$50K; sales $65K–$150K	1	2	−$135K to −$15.0K net disposal≈	2025-05-12
± net range spans zero	ECL	Ecolab Inc.	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2025-05-08
± net range spans zero	CG	The Carlyle Group Inc.	Purchases $50K–$100K; sales $80K–$200K	1	3	−$150K to $20.0K≈	2025-05-12
± net range spans zero	LRCX	Lam Research Corporation	Purchases $50K–$100K; sales $80K–$200K	1	3	−$150K to $20.0K≈	2025-05-12
± net range spans zero	MRVL	Marvell Technology, Inc.	Purchases $50K–$100K; sales $80K–$200K	1	3	−$150K to $20.0K≈	2025-05-12
NET SELL	BA	Boeing Company	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2025-05-12
NET SELL	ITT	ITT Inc.	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2025-03-31
NET SELL	MA	Mastercard Incorporated	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2025-05-12
± net range spans zero	AVGO	Broadcom Inc.	Purchases $115K–$300K; sales $115K–$300K	2	2	−$185K to $185K≈	2025-05-12
± net range spans zero	IDXX	IDEXX Laboratories, Inc.	Purchases $65K–$150K; sales $100K–$250K	2	1	−$185K to $50.0K≈	2025-05-12
NET SELL	HAL	Halliburton Company	Purchases $15K–$50K; sales $60K–$200K	1	4	−$185K to −$10.0K net disposal≈	2025-05-12
NET SELL	CAT	Caterpillar, Inc.	Purchases $15K–$50K; sales $80K–$200K	1	3	−$185K to −$30.0K net disposal≈	2025-05-12
NET SELL	PWR	Quanta Services, Inc.	Purchases $15K–$50K; sales $100K–$200K	1	2	−$185K to −$50.0K net disposal≈	2025-05-12
NET SELL	SYK	Stryker Corporation	Purchases $15K–$50K; sales $100K–$200K	1	2	−$185K to −$50.0K net disposal≈	2025-05-12
± net range spans zero	INTU	Intuit Inc.	Purchases $100K–$250K; sales $115K–$300K	1	2	−$200K to $135K≈	2025-05-12
± net range spans zero	BLK	BlackRock, Inc.	Purchases $100K–$200K; sales $150K–$300K	2	3	−$200K to $50.0K≈	2025-05-12
NET SELL	PG	Procter & Gamble Company	Purchases —; sales $100K–$200K	0	2	−$200K to −$100K net disposal≈	2025-05-12
± net range spans zero	TXN	Texas Instruments Incorporated	Purchases $80K–$200K; sales $115K–$300K	3	2	−$220K to $85.0K≈	2025-05-12
NET SELL	NFLX	Netflix, Inc.	Purchases $15K–$50K; sales $100K–$250K	1	1	−$235K to −$50.0K net disposal≈	2025-05-12
NET SELL	WMT	Walmart Inc.	Purchases $15K–$50K; sales $100K–$250K	1	1	−$235K to −$50.0K net disposal≈	2025-05-12
NET SELL	BRK.B	Berkshire Hathaway Inc. New	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	GOOG	Alphabet Inc. - Class C Capital Stock	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	GOOGL	Alphabet Inc. - Class A	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	KO	Coca-Cola Company	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	LLY	Eli Lilly and Company	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	OGE	OGE Energy Corp	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	PM	Philip Morris International Inc	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	TSLA	Tesla, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-05-12
NET SELL	COST	Costco Wholesale Corporation	Purchases —; sales $115K–$300K	0	2	−$300K to −$115K net disposal≈	2025-05-12
NET SELL	JPM	JP Morgan Chase & Co.	Purchases —; sales $115K–$300K	0	2	−$300K to −$115K net disposal≈	2025-05-12
NET SELL	V	Visa Inc.	Purchases —; sales $115K–$300K	0	2	−$300K to −$115K net disposal≈	2025-05-12
NET SELL	AMZN	Amazon.com, Inc.	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2025-05-12
NET SELL	META	Meta Platforms, Inc. - Class A	Purchases —; sales $215K–$550K	0	3	−$550K to −$215K net disposal≈	2025-05-12
± net range spans zero	MSFT	Microsoft Corporation	Purchases $500K–$1M; sales $800K–$1.6M	1	3	−$1.1M to $200K≈	2025-05-12
NET SELL	AAPL	Apple Inc.	Purchases $115K–$300K; sales $600K–$1.3M	2	2	−$1.1M to −$300K net disposal≈	2025-05-12
NET SELL	NVDA	NVIDIA Corporation	Purchases $115K–$300K; sales $650K–$1.4M	2	3	−$1.2M to −$350K net disposal≈	2025-05-12

1–20 of 254 tickers

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS

median days between trade date and filing date, over rows that disclose both: +37dslower than chamber — median +28d
machine-readable transaction rows per distinct source filing: 53far above median — median 3.2
rows whose disclosed bracket tops out at $15,000: 5%larger lots — median 69%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars: 33%below median — median 47%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 100%mostly self-owned — median 97%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 12 · transactions: 636 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $69M–$345M · median days between trade date and filing date, over rows that disclose both: +37d · rows filed past the STOCK Act's 45-day window: 2

Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.

Sector mix

taxonomy v1 · SIC as of 2026-10-01

Disclosed transactions by issuer sector
Sector	Trades	Flow range
Manufacturing	218	$6.9M–$17.6M
Services	104	$3.9M–$9.8M
Finance, Insurance, and Real Estate	102	$2.3M–$6.3M
Transportation, Communications, Electric, Gas, and Sanitary Services	50	$1.1M–$3.1M
Retail Trade	42	$1.2M–$3.3M
Mining	18	$270K–$900K
Construction	11	$235K–$650K
Wholesale Trade	4	$95K–$250K
no ticker disclosed coverage	77	$69.7M–$347.3M
ticker not resolved to an issuer coverage	10	$235K–$700K

Sector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.

All disclosed transactions

636 rows · filed date desc · as of 2026-10-01 13:54 UTC

All disclosed transactions for Jefferson Shreve
Kind	Ticker	The asset as filed, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. Any other code is shown as its words from that list; a code not on it keeps its brackets. A name that differs from the filing in any other way is a button: its note gives the text as filed. The filing itself is the exact record.	Filings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗	Range	Amount range	Traded → Filed	Source
BUY	—	As filed: Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS]	—	$1M–$5M	no ticker	Traded 2026-05-20 → Filed 2026-06-06 +17d	PTR ↗
BUY	—	As filed: JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 [CS]	—	$5M–$25M	no ticker	Traded 2026-05-20 → Filed 2026-06-06 +17d	PTR ↗
BUY	—	As filed: Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA]	—	$1M–$5M	no ticker	Traded 2026-02-17 → Filed 2026-03-14 +25d	PTR ↗
BUY	—	As filed: Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA]	—	$1M–$5M	no ticker	Traded 2026-02-17 → Filed 2026-03-14 +25d	PTR ↗
BUY	—	As filed: Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA]	—	$1M–$5M	no ticker	Traded 2026-02-17 → Filed 2026-03-14 +25d	PTR ↗
SELL	—	As filed: Brighthouse Buffered Annuity Russell 2000 Cap Rate [VA]	—	$5M–$25M	no ticker	Traded 2026-02-09 → Filed 2026-03-14 +33d	PTR ↗
SELL	—	As filed: Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA]	—	$5M–$25M	no ticker	Traded 2026-02-09 → Filed 2026-03-14 +33d	PTR ↗
BUY	—	As filed: JP Morgan 3-year one-time callable barrier note [CS]	—	$5M–$25M	no ticker	Traded 2025-12-30 → Filed 2026-01-02 +3d	PTR ↗
BUY	—	As filed: JP Morgan 3-year auto callable buffer note [CS]	—	$5M–$25M	no ticker	Traded 2025-12-30 → Filed 2026-01-02 +3d	PTR ↗
BUY	—	As filed: JP Morgan 3-year auto callable buffer note [CS]	—	$5M–$25M	no ticker	Traded 2025-12-30 → Filed 2026-01-01 +2d	PTR ↗
BUY	—	As filed: Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA]	—	$5M–$25M	no ticker	Traded 2025-12-29 → Filed 2026-01-01 +3d	PTR ↗
BUY	—	As filed: JP Morgan 3-year auto callable buffer note [CS]	—	$5M–$25M	no ticker	Traded 2025-12-30 → Filed 2025-12-31 +1d	PTR ↗
BUY	—	As filed: Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA]	—	$5M–$25M	no ticker	Traded 2025-12-29 → Filed 2025-12-31 +2d	PTR ↗
BUY	—	As filed: JP Morgan 3-year auto callable buffer note [CS]	—	$5M–$25M	no ticker	Traded 2025-12-30 → Filed 2025-12-30 +0d	PTR ↗
BUY	—	As filed: Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA]	—	$5M–$25M	no ticker	Traded 2025-12-29 → Filed 2025-12-30 +1d	PTR ↗
BUY	—	As filed: Bank of Montreal 13-Month Digital Buffer Note [CS]	—	$5M–$25M	no ticker	Traded 2025-11-13 → Filed 2025-12-14 +31d	PTR ↗
BUY	—	As filed: JP Morgan 5 year Barrier Note INDU/NDX/RTY [CS]	—	$5M–$25M	no ticker	Traded 2025-11-13 → Filed 2025-12-14 +31d	PTR ↗
SELL	—	As filed: Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Grand Praire Tex 5.0000 2032-02-15 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Wells Fargo 6.491 10/23/34 '33 MTN [CS]	—	$50K–$100K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Plano Tex Indpt Sch Dist 5.0000 2032-02-15 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: South Jordan Utah Sales Tax Rev 5.00 2028-8-15 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: District Columbia Income Tax Rev 5.000 2032-03-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Washington Cnty Tenn 4.0000 2027- 06-01 [GS]	—	$50K–$100K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: New York NY 5.0000 2033-08-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: PNC Finl Svc 6.875 10/20/34 '33 FRN [CS]	—	$50K–$100K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: General Motors Financial Company Inc 2.35 2031-01-08 [CS]	—	$50K–$100K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Citigroup Inc 5.875 2033-02-22 [CS]	—	$50K–$100K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Houston Tex 5.000 2031-03-01/ 4423315C4 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Texas Tech Univ Revs 5.000 2029- 02-15 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Denton Tex 5.0000 2029-02-15 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: New York NY 5.0000 2028-08-01 [GS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Maryland St Dept Transn Cons Transn 5.000 2029-09-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Comcast 6.50% maturing 11/15/35 [CS]	—	$15K–$50K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗
SELL	—	As filed: Memphis TN 5.0000 2032-05-01 [GS]	—	$1K–$15K	no ticker	Traded 2025-05-13 → Filed 2025-06-22 +40d	PTR ↗

Each row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2026-06-06	2	PTR ↗
2026-03-14	5	PTR ↗
2026-01-02	2	PTR ↗
2026-01-01	2	PTR ↗
2025-12-31	2	PTR ↗
2025-12-30	2	PTR ↗
2025-12-14	2	PTR ↗
2025-06-22	296	PTR ↗
2025-05-08	142	PTR ↗
2025-04-11	114	PTR ↗
2025-03-09	66	PTR ↗
2025-02-12	1	PTR ↗

Signals

window 2026-07-03 → 2026-10-01

No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.

PLANNED annual holdings · 13F overlap

Recent disclosures and committee context

Largest recent disclosures

trailing 90d · lower bound

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-10-01 · jurisdiction mapping v1

Serves on: House Committee on Appropriations

No overlaps found within the MAPPED committee jurisdictions · 2 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 547 trades touch committees outside the jurisdiction mapping (HSAP) — unanswerable there, not cleared.

A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

Most-disclosed tickers, trailing 24 months
Ticker	Trades	flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges·§	Last
AMAT	5	$180K–$400K§	2025-05
AMD	5	$180K–$400K§	2025-05
BLK	5	$250K–$500K§	2025-05
HAL	5	$75K–$250K§	2025-05
HD	5	$110K–$300K§	2025-05
NVDA	5	$765K–$1.7M§	2025-05

Disclosed transactions

636 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Reporting window

Published 2026-10-01

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Holdings coverage

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.