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
CHTRNot reportedNoneUnavailableUnavailable$141.20Sep 15, 2026Unavailable
LNGNot reportedNoneUnavailableUnavailable$270.98Sep 15, 2026Unavailable
CVXNot reportedNoneUnavailableUnavailable$217.77Sep 15, 2026Unavailable
CMGNot reportedNoneUnavailableUnavailable$34.83Sep 15, 2026Unavailable
CTASNot reportedNoneUnavailableUnavailable$198.95Sep 15, 2026Unavailable
CSCONot reportedNoneUnavailableUnavailable$110.07Sep 15, 2026Unavailable
CFGNot reportedNoneUnavailableUnavailable$70.24Sep 15, 2026Unavailable
CLXNot reportedNoneUnavailableUnavailable$87.16Sep 15, 2026Unavailable
NETNot reportedNoneUnavailableUnavailable$327.23Sep 15, 2026Unavailable
CMENot reportedNoneUnavailableUnavailable$275.09Sep 15, 2026Unavailable
CNONot reportedNoneUnavailableUnavailable$55.72Sep 15, 2026Unavailable
KONot reportedNoneUnavailableUnavailableUnavailableUnavailable
CMCSANot reportedNoneUnavailableUnavailable$24.42Sep 15, 2026Unavailable
COPNot reportedNoneUnavailableUnavailable$141.22Sep 15, 2026Unavailable
CEGNot reportedNoneUnavailableUnavailableUnavailableUnavailable
CPRTNot reportedNoneUnavailableUnavailable$31.04Sep 15, 2026Unavailable
COSTNot reportedNoneUnavailableUnavailable$901.35Sep 15, 2026Unavailable
CTRANot reportedNoneUnavailableUnavailableUnavailableUnavailable
CRWDNot reportedNoneUnavailableUnavailable$242.49Sep 15, 2026Unavailable
CCINot reportedNoneUnavailableUnavailable$73.25Sep 15, 2026Unavailable
CSXNot reportedNoneUnavailableUnavailable$48.66Sep 15, 2026Unavailable
CVSNot reportedNoneUnavailableUnavailable$94.49Sep 15, 2026Unavailable
DHRNot reportedNoneUnavailableUnavailable$209.36Sep 15, 2026Unavailable
DENot reportedNoneUnavailableUnavailable$684.04Sep 15, 2026Unavailable
DALNot reportedNoneUnavailableUnavailable$78.89Sep 15, 2026Unavailable
DVNNot reportedNoneUnavailableUnavailable$51.33Sep 15, 2026Unavailable
DFSNot reportedNoneUnavailableUnavailableUnavailableUnavailable
DGNot reportedNoneUnavailableUnavailable$124.70Sep 15, 2026Unavailable
DASHNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ECLNot reportedNoneUnavailableUnavailable$274.60Sep 15, 2026Unavailable
EWNot reportedNoneUnavailableUnavailable$85.74Sep 15, 2026Unavailable
ELVNot reportedNoneUnavailableUnavailable$417.54Sep 15, 2026Unavailable
LLYNot reportedNoneUnavailableUnavailable$1136.11Sep 15, 2026Unavailable
EPAMNot reportedNoneUnavailableUnavailable$123.51Sep 15, 2026Unavailable
FISNot reportedNoneUnavailableUnavailable$37.34Sep 15, 2026Unavailable
BUSENot reportedNoneUnavailableUnavailable$30.54Sep 15, 2026Unavailable
FTNTNot reportedNoneUnavailableUnavailable$172.37Sep 15, 2026Unavailable
GENot reportedNoneUnavailableUnavailableUnavailableUnavailable
GEVNot reportedNoneUnavailableUnavailable$882.81Sep 15, 2026Unavailable
GSNot reportedNoneUnavailableUnavailable$976.67Sep 15, 2026Unavailable
HALNot reportedNoneUnavailableUnavailable$35.67Sep 15, 2026Unavailable
THGNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HIWNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HNINot reportedNoneUnavailableUnavailable$45.93Sep 15, 2026Unavailable
HOMBNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HDNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HONNot reportedNoneUnavailableUnavailable$203.44Sep 15, 2026Unavailable
HOPENot reportedNoneUnavailableUnavailableUnavailableUnavailable
HUBBNot reportedNoneUnavailableUnavailable$438.53Sep 15, 2026Unavailable
IDANot 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
BKNG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 467 · Annual
not_reported · S · $50,001 - $100,000

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

$100,001 - $250,000

Original ↗ · Row 468 · Annual
not_reported · S · $100,001 - $250,000

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

$50,001 - $100,000

Original ↗ · Row 469 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 470 · Annual
not_reported · S · $15,001 - $50,000

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

$100,001 - $250,000

Original ↗ · Row 471 · Annual
not_reported · S · $100,001 - $250,000

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

$50,001 - $100,000

Original ↗ · Row 472 · Annual
not_reported · S · $50,001 - $100,000

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

$100,001 - $250,000

Original ↗ · Row 473 · Annual
not_reported · S · $100,001 - $250,000

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

$15,001 - $50,000

Original ↗ · Row 474 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 475 · Annual
not_reported · S · $50,001 - $100,000

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

$100,001 - $250,000

Original ↗ · Row 476 · Annual
not_reported · S · $100,001 - $250,000

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

$15,001 - $50,000

Original ↗ · Row 477 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 478 · Annual
not_reported · S · $50,001 - $100,000

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

$50,001 - $100,000

Original ↗ · Row 479 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 480 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 481 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 482 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 483 · Annual
not_reported · S · $50,001 - $100,000

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

$50,001 - $100,000

Original ↗ · Row 484 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 485 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 486 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 487 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 488 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 489 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 490 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 491 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 492 · Annual
not_reported · S · $50,001 - $100,000

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

$50,001 - $100,000

Original ↗ · Row 493 · Annual
not_reported · S · $50,001 - $100,000

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

$50,001 - $100,000

Original ↗ · Row 494 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 495 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 496 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 497 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 498 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 499 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 500 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 501 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 502 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 503 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 504 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 505 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 506 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 507 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 508 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 509 · Annual
not_reported · S · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 510 · Annual
not_reported · S · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 511 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 512 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 513 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 514 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 515 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 516 · 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
Ptr
Not establishedParsed
Jan 1, 2026Jefferson Shreve — PTR filed 2026-01-01
Ptr
Not establishedParsed
Dec 31, 2025Jefferson Shreve — PTR filed 2025-12-31
Ptr
Not establishedParsed
Dec 30, 2025Jefferson Shreve — PTR filed 2025-12-30
Ptr
Not establishedParsed
Dec 14, 2025Jefferson Shreve — PTR filed 2025-12-14
Ptr
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
Ptr
Not establishedParsed
May 8, 2025Jefferson Shreve — PTR filed 2025-05-08
Ptr
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
Ptr
Not establishedParsed
Mar 9, 2025Jefferson Shreve — PTR filed 2025-03-09
Ptr
Not establishedParsed
Feb 12, 2025Jefferson Shreve — PTR filed 2025-02-12
Ptr
Not establishedParsed
Apr 5, 2024Jefferson Shreve — Financial disclosure (C) filed 2024-04-05
Financial
Not establishedNeeds review