Elected Trades

All politicians

Jefferson Shreve

Estimate as of Oct 26, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.8Rank: #124

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

0.86%

Cumulative estimated return

SPY: 13.01%
Outperformance: -12.15 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

7.42%

Cumulative estimated return

SPY: 49.57%
Outperformance: -42.15 percentage points

2024-03-08 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-03-08.
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

7.42%

Cumulative estimated return

SPY: 49.57%
Outperformance: -42.15 percentage points

2024-03-08 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-03-08.
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
CHTRNot reportedNoneUnavailableUnavailable$115.54Nov 2, 2026Unavailable
LNGNot reportedNoneUnavailableUnavailable$311.67Nov 2, 2026Unavailable
CVXNot reportedNoneUnavailableUnavailable$227.77Nov 2, 2026Unavailable
CMGNot reportedNoneUnavailableUnavailable$32.91Nov 2, 2026Unavailable
CTASNot reportedNoneUnavailableUnavailable$224.77Nov 2, 2026Unavailable
CSCONot reportedNoneUnavailableUnavailable$101.61Nov 2, 2026Unavailable
CFGNot reportedNoneUnavailableUnavailable$64.93Nov 2, 2026Unavailable
CLXNot reportedNoneUnavailableUnavailable$89.90Nov 2, 2026Unavailable
NETNot reportedNoneUnavailableUnavailable$265.17Nov 2, 2026Unavailable
CMENot reportedNoneUnavailableUnavailable$306.24Nov 2, 2026Unavailable
CNONot reportedNoneUnavailableUnavailable$58.49Nov 2, 2026Unavailable
KONot reportedNoneUnavailableUnavailableUnavailableUnavailable
CMCSANot reportedNoneUnavailableUnavailable$23.87Nov 2, 2026Unavailable
COPNot reportedNoneUnavailableUnavailable$146.84Nov 2, 2026Unavailable
CEGNot reportedNoneUnavailableUnavailable$257.25Nov 2, 2026Unavailable
CPRTNot reportedNoneUnavailableUnavailable$31.93Nov 2, 2026Unavailable
COSTNot reportedNoneUnavailableUnavailable$1040.55Nov 2, 2026Unavailable
CTRANot reportedNoneUnavailableUnavailableUnavailableUnavailable
CRWDNot reportedNoneUnavailableUnavailable$241.81Nov 2, 2026Unavailable
CCINot reportedNoneUnavailableUnavailable$87.03Nov 2, 2026Unavailable
CSXNot reportedNoneUnavailableUnavailable$51.62Nov 2, 2026Unavailable
CVSNot reportedNoneUnavailableUnavailable$88.51Nov 2, 2026Unavailable
DHRNot reportedNoneUnavailableUnavailable$227.97Nov 2, 2026Unavailable
DENot reportedNoneUnavailableUnavailable$667.60Nov 2, 2026Unavailable
DALNot reportedNoneUnavailableUnavailable$83.42Nov 2, 2026Unavailable
DVNNot reportedNoneUnavailableUnavailable$48.63Nov 2, 2026Unavailable
DFSNot reportedNoneUnavailableUnavailableUnavailableUnavailable
DGNot reportedNoneUnavailableUnavailable$135.78Nov 2, 2026Unavailable
DASHNot reportedNoneUnavailableUnavailable$190.07Nov 2, 2026Unavailable
ECLNot reportedNoneUnavailableUnavailable$308.38Nov 2, 2026Unavailable
EWNot reportedNoneUnavailableUnavailable$93.26Nov 2, 2026Unavailable
ELVNot reportedNoneUnavailableUnavailable$413.60Nov 2, 2026Unavailable
LLYNot reportedNoneUnavailableUnavailable$1410.99Nov 2, 2026Unavailable
EPAMNot reportedNoneUnavailableUnavailable$143.80Nov 2, 2026Unavailable
FISNot reportedNoneUnavailableUnavailable$40.15Nov 2, 2026Unavailable
BUSENot reportedNoneUnavailableUnavailable$29.24Nov 2, 2026Unavailable
FTNTNot reportedNoneUnavailableUnavailable$126.21Nov 2, 2026Unavailable
GENot reportedNoneUnavailableUnavailableUnavailableUnavailable
GEVNot reportedNoneUnavailableUnavailable$862.25Nov 2, 2026Unavailable
GSNot reportedNoneUnavailableUnavailable$898.72Nov 2, 2026Unavailable
HALNot reportedNoneUnavailableUnavailable$34.61Nov 2, 2026Unavailable
THGNot reportedNoneUnavailableUnavailable$248.40Nov 2, 2026Unavailable
HIWNot reportedNoneUnavailableUnavailable$31.31Nov 2, 2026Unavailable
HNINot reportedNoneUnavailableUnavailable$49.67Nov 2, 2026Unavailable
HOMBNot reportedNoneUnavailableUnavailable$30.42Nov 2, 2026Unavailable
HDNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HONNot reportedNoneUnavailableUnavailable$223.77Nov 2, 2026Unavailable
HOPENot reportedNoneUnavailableUnavailable$13.32Nov 2, 2026Unavailable
HUBBNot reportedNoneUnavailableUnavailable$433.74Nov 2, 2026Unavailable
IDANot reportedNoneUnavailableUnavailable$147.01Nov 2, 2026Unavailable

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 Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
Amgen Inc. - Common Stock (AMGN) [ST]not_reported100.294293298542414520965425844593.85
Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]not_reported0.546853270073821718761429187.28
Charles River Laboratories International, Inc. Common Stock (CRL) [ST]not_reported2.7638407852849724209520076987.44
Exponent, Inc. - Common Stock (EXPO) [ST]not_reported372.121638532284159366730698428898.97
J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) [ST]not_reported2708.37542061.06
UnitedHealth Group Incorporated Common Stock (UNH) [ST]not_reported39.6981102226208975973077935116304.01
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]not_reported58.1303342512453851134869705330081.87
Exxon Mobil Corporation Common Stock (XOM) [ST]not_reported302.693933672748250668939914155859.14
Block, Inc. Class A Common Stock, (XYZ) [ST]not_reported129.34828484699821987625150289642.91

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. Unreconciled 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 rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
FI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fiserv, Inc. Common Stock (FI) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 567 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LNG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cheniere Energy, Inc. Common Stock (LNG) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 568 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
DVN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Devon Energy Corporation Common Stock (DVN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 569 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
GOOGL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 570 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
CRM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Salesforce, Inc. Common Stock (CRM) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 571 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ORCL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Oracle Corporation Common Stock (ORCL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 572 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
SPGI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S&P Global Inc. Common Stock (SPGI) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 573 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
MRVL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 574 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
ZTS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 575 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
VRTX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 576 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
SNOW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 577 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
DAL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 578 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
HAL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Halliburton Company Common Stock (HAL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 579 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
TJX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ TJX Companies, Inc. (TJX) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 580 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
BMY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 581 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
MCD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McDonald's Corporation Common Stock (MCD) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 582 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CVS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CVS Health Corporation Common Stock (CVS) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 583 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
AMT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Tower Corporation (AMT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 584 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
WMT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walmart Inc. Common Stock (WMT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 585 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
HUBB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hubbell Inc Common Stock (HUBB) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 586 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LOW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 587 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
DHR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Danaher Corporation Common Stock (DHR) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 588 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
SCHW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charles Schwab Corporation (SCHW) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 589 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
PG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Procter & Gamble Company (PG) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 590 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
ADBE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Adobe Inc. - Common Stock (ADBE) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 591 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
KO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coca-Cola Company (KO) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 592 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
HD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home Depot, Inc. (HD) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 593 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ABT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Abbott Laboratories Common Stock (ABT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 594 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
PEP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pepsico, Inc. (PEP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 595 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
GOOG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 596 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
CDNS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 597 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
PM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Philip Morris International Inc Common Stock (PM) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 598 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
TXN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 599 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
GE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Aerospace Common Stock (GE) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 600 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
AMZN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$250,001 - $500,000

Original ↗ · Row 601 · Annual
not_reported · S · $250,001 - $500,000

May 12, 2025Sep 14, 2026
COP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ConocoPhillips Common Stock (COP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 602 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
T — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AT&T Inc. (T) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 603 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CMCSA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 604 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LLY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 605 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
FTNT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 606 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
UVSP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Univest Financial Corporation - Common Stock (UVSP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 607 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
RUSHB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rush Enterprises, Inc. - Class B Common Stock (RUSHB) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 608 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
MMM — 3M Company Common Stock (MMM) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 11, 2026
ABT — Abbott Laboratories Common Stock (ABT) [ST]Not reportedSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 2 · Ptr
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 11, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 11, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]Not reportedSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 5 · Ptr
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 11, 2026
A — Agilent Technologies, Inc. Common Stock (A) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 7 · Ptr
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 11, 2026
AKAM — Akamai Technologies, Inc. - Common Stock (AKAM) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 8 · Ptr
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 11, 2026
ALB — Albemarle Corporation Common Stock (ALB) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 9 · Ptr
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 11, 2026
ALNY — Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 10 · Ptr
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 11, 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
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
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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
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
Mar 8, 2024Parsed