Rep. Jefferson Shreve (IN-06) discloses two large purchases of complex financial instruments, a structured note and an indexed annuity, with a combined value of at least $10 million.
- Filer
- Hon. Jefferson Shreve (IN)
- Transactions
- 2 across 0 companies
- Direction
- 2 bought · 0 sold
- Notification date
- 12/30/2025
All 2 transactions in this filing
| Company | Ticker | Type | Amount | Date |
|---|---|---|---|---|
| JP Morgan 3-year auto callable buffer note | — | Purchase | $5,000,001 - $25,000,000 | 12/30/2025 |
| Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | — | Purchase | $5,000,001 - $25,000,000 | 12/29/2025 |
Hon. Jefferson Shreve, representing Indiana's 6th district, disclosed two large financial transactions in a Periodic Transaction Report signed on January 1, 2026. The report details two purchases of complex financial instruments made in late December 2025.
The first transaction, occurring on December 30, 2025, was the purchase of a "JP Morgan 3-year auto callable buffer note" valued between $5,000,001 and $25,000,000. The asset is described in the filing as a structured note held in an advisory account.
The second transaction was the purchase of a "Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index" on December 29, 2025. This asset, a registered index-linked annuity, was also valued in the range of $5,000,001 to $25,000,000.
In total, Rep. Shreve disclosed new investments with a combined value ranging from $10,000,002 to $50,000,000. Both transactions were reported to the House on December 30, 2025. The filing did not indicate that either transaction resulted in capital gains exceeding $200.
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