Elected Trades

All politicians

Jefferson Shreve

Updated Sep 14, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.7Rank: #120

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

0.84%

Cumulative estimated return

SPY: 14.60%
Outperformance: -13.76 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 2 trades outside the available price history.
  • 258 sales exceeding observed holdings (unmatched amount omitted).
  • 24 rows without a saved price.
  • 1 rows without a usable reported amount.

3 years

0.47%

Cumulative estimated return

SPY: 26.82%
Outperformance: -26.35 percentage points

2025-02-24 – 2026-09-15

Missing information
  • 2 trades outside the available price history.
  • 258 sales exceeding observed holdings (unmatched amount omitted).
  • 24 rows without a saved price.
  • 1 rows without a usable reported amount.
  • Available investment history starts 2025-02-24.

5 years

0.47%

Cumulative estimated return

SPY: 26.82%
Outperformance: -26.35 percentage points

2025-02-24 – 2026-09-15

Missing information
  • 2 trades outside the available price history.
  • 258 sales exceeding observed holdings (unmatched amount omitted).
  • 24 rows without a saved price.
  • 1 rows without a usable reported amount.
  • Available investment history starts 2025-02-24.

As of Sep 15, 2026. 557 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
EXRNot reportedOver $50,000,000UnavailableUnavailable$137.30Sep 15, 2026Unavailable
NWBINot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
MMMNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ABTNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ABBVNot reportedNoneUnavailableUnavailable$263.04Sep 15, 2026Unavailable
ADBENot reportedNoneUnavailableUnavailable$257.76Sep 15, 2026Unavailable
AMDNot reportedNoneUnavailableUnavailable$504.20Sep 15, 2026Unavailable
ANot reportedNoneUnavailableUnavailable$150.27Sep 15, 2026Unavailable
AKAMNot reportedNoneUnavailableUnavailable$105.40Sep 15, 2026Unavailable
ALBNot reportedNoneUnavailableUnavailable$113.45Sep 15, 2026Unavailable
ALNYNot reportedNoneUnavailableUnavailable$238.27Sep 15, 2026Unavailable
GOOGLNot reportedNoneUnavailableUnavailable$344.98Sep 15, 2026Unavailable
GOOGNot reportedNoneUnavailableUnavailable$341.43Sep 15, 2026Unavailable
AMZNNot reportedNoneUnavailableUnavailable$248.42Sep 15, 2026Unavailable
AEONot reportedNoneUnavailableUnavailable$14.81Sep 15, 2026Unavailable
AXPNot reportedNoneUnavailableUnavailableUnavailableUnavailable
AIGNot reportedNoneUnavailableUnavailable$75.98Sep 15, 2026Unavailable
AMTNot reportedNoneUnavailableUnavailable$177.71Sep 15, 2026Unavailable
ADINot reportedNoneUnavailableUnavailable$361.35Sep 15, 2026Unavailable
AAPLNot reportedNoneUnavailableUnavailable$331.34Sep 15, 2026Unavailable
AMATNot reportedNoneUnavailableUnavailable$421.17Sep 15, 2026Unavailable
APPNot reportedNoneUnavailableUnavailable$331.46Sep 15, 2026Unavailable
APTVNot reportedNoneUnavailableUnavailable$43.75Sep 15, 2026Unavailable
ACGLNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ARESNot reportedNoneUnavailableUnavailable$129.10Sep 15, 2026Unavailable
ANETNot reportedNoneUnavailableUnavailable$192.84Sep 15, 2026Unavailable
TNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ADSKNot reportedNoneUnavailableUnavailable$226.50Sep 15, 2026Unavailable
ADPNot reportedNoneUnavailableUnavailable$276.53Sep 15, 2026Unavailable
AZONot reportedNoneUnavailableUnavailable$2860.25Sep 15, 2026Unavailable
AVBNot reportedNoneUnavailableUnavailableUnavailableUnavailable
AXONNot reportedNoneUnavailableUnavailable$442.08Sep 15, 2026Unavailable
BALLNot reportedNoneUnavailableUnavailableUnavailableUnavailable
BACNot reportedNoneUnavailableUnavailable$59.52Sep 15, 2026Unavailable
BRK.ANot reportedNoneUnavailableUnavailable$773825.01Sep 15, 2026Unavailable
BLKNot reportedNoneUnavailableUnavailable$1058.66Sep 15, 2026Unavailable
BANot reportedNoneUnavailableUnavailable$209.69Sep 15, 2026Unavailable
BKNGNot reportedNoneUnavailableUnavailable$171.32Sep 15, 2026Unavailable
BSXNot reportedNoneUnavailableUnavailable$43.87Sep 15, 2026Unavailable
BMYNot reportedNoneUnavailableUnavailable$63.73Sep 15, 2026Unavailable
AVGONot reportedNoneUnavailableUnavailable$339.27Sep 15, 2026Unavailable
BKENot reportedNoneUnavailableUnavailable$39.65Sep 15, 2026Unavailable
CDNSNot reportedNoneUnavailableUnavailable$273.96Sep 15, 2026Unavailable
CCLNot reportedNoneUnavailableUnavailable$22.11Sep 15, 2026Unavailable
CWSTNot reportedNoneUnavailableUnavailableUnavailableUnavailable
CATNot reportedNoneUnavailableUnavailable$783.54Sep 15, 2026Unavailable
CBOENot reportedNoneUnavailableUnavailable$270.44Sep 15, 2026Unavailable
CORNot reportedNoneUnavailableUnavailable$323.29Sep 15, 2026Unavailable
CNCNot reportedNoneUnavailableUnavailable$67.66Sep 15, 2026Unavailable
SCHWNot reportedNoneUnavailableUnavailableUnavailableUnavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]not_reported0.546853270073821718761429194.12
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]not_reported58.1303342512453851134869705329915.61
Block, Inc. Class A Common Stock, (XYZ) [ST]not_reported129.348284846998219876251502810129.26

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

1114 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
CME — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CME Group Inc. - Class A Common Stock (CME) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 417 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
PLTR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 418 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
TT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Trane Technologies plc (TT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 419 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
NVDA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$500,001 - $1,000,000

Original ↗ · Row 420 · Annual
not_reported · S · $500,001 - $1,000,000

May 12, 2025Sep 14, 2026
AEO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Eagle Outfitters, Inc. Common Stock (AEO) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 421 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
WDC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Western Digital Corporation - Common Stock (WDC) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 422 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LRCX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 423 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
BAC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bank of America Corporation Common Stock (BAC) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 424 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ROST — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 425 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
DIS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walt Disney Company (DIS) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 426 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
AXP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Express Company Common Stock (AXP) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 427 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
JNJ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Johnson & Johnson Common Stock (JNJ) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 428 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
GILD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 429 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CVX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chevron Corporation Common Stock (CVX) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 430 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
COIN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 431 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
AWK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Water Works Company, Inc. Common Stock (AWK) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 432 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
PRU — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Prudential Financial, Inc. Common Stock (PRU) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 433 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Cigna Group Common Stock (CI) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 434 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ADP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 435 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
THG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hanover Insurance Group Inc (THG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 436 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
MCK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McKesson Corporation Common Stock (MCK) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 437 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
NDAQ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 438 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
APTV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Aptiv PLC Ordinary Shares (APTV) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 439 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
NFLX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 440 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
WELL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Welltower Inc. Common Stock (WELL) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 441 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
LEN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lennar Corporation Class A Common Stock (LEN) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 442 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LFUS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Littelfuse, Inc. - Common Stock (LFUS) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 443 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
GEV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Vernova Inc. Common Stock (GEV) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 444 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
ANET — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 445 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
ELV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 446 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LIN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Linde plc - Ordinary Shares (LIN) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 447 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
ISRG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 448 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
SJM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The J.M. Smucker Company Common Stock (SJM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 449 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Carlyle Group Inc. - Common Stock (CG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 450 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
SBAC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 451 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
SPOT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 452 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
BLK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ BlackRock, Inc. Common Stock (BLK) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 453 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
RPD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rapid7, Inc. - Common Stock (RPD) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 454 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
EW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 455 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
MTCH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Match Group, Inc. - Common Stock (MTCH) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 456 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ORI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Old Republic International Corporation Common Stock (ORI) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 457 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
BSX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boston Scientific Corporation Common Stock (BSX) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 458 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
BRK.B — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 459 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
XOM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 460 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
MMM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 3M Company Common Stock (MMM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 461 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
APP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 462 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
COR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cencora, Inc. Common Stock (COR) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 463 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
COST — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 464 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
WFC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo & Company Common Stock (WFC) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 465 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
CCL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Carnival Corporation Common Stock (CCL) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 466 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026

All disclosures

17 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 12, 2026Jefferson Shreve — Annual report filed 2026-08-12
Annual
Dec 31, 2025Needs review
Jun 6, 2026Jefferson Shreve — PTR filed 2026-06-06
Ptr
Not establishedParsed
May 15, 2026Jefferson Shreve — Financial disclosure (X) filed 2026-05-15
Financial
Not establishedParsed
Mar 14, 2026Jefferson Shreve — PTR filed 2026-03-14
Ptr
Not establishedParsed
Jan 2, 2026Jefferson Shreve — PTR filed 2026-01-02
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Not establishedParsed
Jan 1, 2026Jefferson Shreve — PTR filed 2026-01-01
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Not establishedParsed
Dec 31, 2025Jefferson Shreve — PTR filed 2025-12-31
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Not establishedParsed
Dec 30, 2025Jefferson Shreve — PTR filed 2025-12-30
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Not establishedParsed
Dec 14, 2025Jefferson Shreve — PTR filed 2025-12-14
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Not establishedParsed
Jun 22, 2025Jefferson Shreve — Financial disclosure (H) filed 2025-06-22
Financial
Not establishedNeeds review
Jun 22, 2025Jefferson Shreve — PTR filed 2025-06-22
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Not establishedParsed
May 8, 2025Jefferson Shreve — PTR filed 2025-05-08
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Not establishedParsed
May 5, 2025Jefferson Shreve — Financial disclosure (X) filed 2025-05-05
Financial
Not establishedParsed
Apr 11, 2025Jefferson Shreve — PTR filed 2025-04-11
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Not establishedParsed
Mar 9, 2025Jefferson Shreve — PTR filed 2025-03-09
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Not establishedParsed
Feb 12, 2025Jefferson Shreve — PTR filed 2025-02-12
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Not establishedParsed
Apr 5, 2024Jefferson Shreve — Financial disclosure (C) filed 2024-04-05
Financial
Not establishedNeeds review