Jefferson Shreve Net Worth & Financial Disclosure

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Estimated portfolio based on 679 periodic transaction reports filed under the STOCK Act. Values are estimates from disclosed dollar ranges.

Est. Net Worth

N/A

No disclosure data

Top Holdings

Unique tickers traded

Sectors

Industry sectors

Total Trades

679

From PTR filings

Trade Volume

$239M

Midpoint of disclosed ranges

Top Stock Holdings (from trades)

Trading Sector Allocation (from PTR trades)

Healthcare$2.7M

Technology$8.4M

Basic Materials$680K

Financial Services$3.4M

Real Estate$954K

Industrials$3.3M

Consumer Cyclical$2.4M

Communication Services$705K

Energy$1.3M

Services$455K

Construction$130K

Consumer Defensive$825K

Insurance$228K

Utilities$650K

Manufacturing$240K

Banking$140K

Retail Trade$408K

Transportation & Utilities$33K

Where Jefferson Shreve's numbers come from

Jefferson Shreve has disclosed 679 stock and asset trades under the STOCK Act, and the figures on this page are estimated from those filings. A precise net-worth figure requires the separate annual financial disclosure, which lists all assets and liabilities in dollar ranges once a year; we have not yet processed one for Jefferson Shreve, so treat the portfolio numbers here as a floor built from trading activity, not a full balance sheet.

Trade values themselves are reported in ranges (the smallest bracket is $1,001 to $15,000), so totals are midpoint estimates. For the complete transaction history behind these numbers, see Jefferson Shreve's trading profile, or read how to read a periodic transaction report.

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Methodology: Figures are derived from periodic transaction reports (PTRs) filed under the STOCK Act. Congress members report transactions in dollar ranges, so all values are estimates using the midpoint of each range. Annual financial disclosure data may not yet be available for this member.