Rep. Jefferson Shreve discloses a multi-million dollar annuity exchange, selling two Brighthouse annuities valued between $10M and $50M and purchasing three Prudential annuities valued between $3M and $15M.
- Filer
- Hon. Jefferson Shreve (IN)
- Transactions
- 5 across 0 companies
- Direction
- 3 bought · 2 sold
- Notification date
- 02/28/2026
5 transactions in this filing
| Company | Ticker | Type | Amount | Date |
|---|---|---|---|---|
| Brighthouse Buffered Annuity Russell 2000 Cap Rate [VA] | — | Sale | $5,000,001 - $25,000,000 | 02/09/2026 |
| Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA] | — | Sale | $5,000,001 - $25,000,000 | 02/09/2026 |
and 3 more transactions in this filing
Hon. Jefferson Shreve of Indiana's 6th district disclosed five large transactions related to annuity products, which were described in the filing as a "Buffered Indexed Annuity Exchange." The transactions were reported on February 28, 2026.
On February 9, 2026, Shreve sold two Brighthouse Buffered Annuity products, one linked to the Russell 2000 and the other to the S&P 500. Each sale was valued in the range of $5,000,001 to $25,000,000, for a total disclosed sale value between $10,000,002 and $50,000,000.
Subsequently, on February 17, 2026, Shreve purchased three Prudential Registered Index-Linked Annuity (RILA) products. Two were 3-year buffered annuities and one was a 6-year buffered annuity. Each of these purchases was valued between $1,000,001 and $5,000,000, making the total purchase value between $3,000,003 and $15,000,000.
All assets involved were classified as variable annuities ([VA]) and were owned directly by the filer. No capital gains over $200 were reported for any of the transactions.
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