Elected Trades

All politicians

Jefferson Shreve

Updated Sep 14, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.7Rank: #121

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.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 22 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.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 22 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.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 22 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
IEXNot reportedNoneUnavailableUnavailable$221.50Sep 16, 2026Unavailable
IBMNot reportedNoneUnavailableUnavailableUnavailableUnavailable
INTUNot reportedNoneUnavailableUnavailable$318.13Sep 16, 2026Unavailable
ISRGNot reportedNoneUnavailableUnavailable$382.29Sep 16, 2026Unavailable
JPMNot reportedNoneUnavailableUnavailable$348.92Sep 16, 2026Unavailable
KRNot reportedNoneUnavailableUnavailable$61.14Sep 16, 2026Unavailable
LRCXNot reportedNoneUnavailableUnavailable$269.23Sep 16, 2026Unavailable
LAZNot reportedNoneUnavailableUnavailable$36.61Sep 16, 2026Unavailable
LENNot reportedNoneUnavailableUnavailableUnavailableUnavailable
LINNot reportedNoneUnavailableUnavailable$462.09Sep 16, 2026Unavailable
LFUSNot reportedNoneUnavailableUnavailable$396.02Sep 16, 2026Unavailable
LOWNot reportedNoneUnavailableUnavailable$194.10Sep 16, 2026Unavailable
LULUNot reportedNoneUnavailableUnavailable$95.98Sep 16, 2026Unavailable
MPCNot reportedNoneUnavailableUnavailable$413.92Sep 16, 2026Unavailable
MRVLNot reportedNoneUnavailableUnavailable$229.71Sep 16, 2026Unavailable
MANot reportedNoneUnavailableUnavailable$567.75Sep 16, 2026Unavailable
MTCHNot reportedNoneUnavailableUnavailable$43.58Sep 16, 2026Unavailable
MCDNot reportedNoneUnavailableUnavailable$248.56Sep 16, 2026Unavailable
MCKNot reportedNoneUnavailableUnavailable$887.29Sep 16, 2026Unavailable
MDTNot reportedNoneUnavailableUnavailable$92.60Sep 16, 2026Unavailable
MRKNot reportedNoneUnavailableUnavailable$144.91Sep 16, 2026Unavailable
METANot reportedNoneUnavailableUnavailable$673.31Sep 16, 2026Unavailable
MSFTNot reportedNoneUnavailableUnavailable$490.30Sep 16, 2026Unavailable
MSNot reportedNoneUnavailableUnavailable$202.42Sep 16, 2026Unavailable
NDAQNot reportedNoneUnavailableUnavailable$88.76Sep 16, 2026Unavailable
NFLXNot reportedNoneUnavailableUnavailable$76.41Sep 16, 2026Unavailable
NEMNot reportedNoneUnavailableUnavailable$121.76Sep 16, 2026Unavailable
NXTANot reportedNoneUnavailableUnavailableUnavailableUnavailable
NINot reportedNoneUnavailableUnavailable$40.66Sep 16, 2026Unavailable
OXYNot reportedNoneUnavailableUnavailable$59.36Sep 16, 2026Unavailable
OGENot reportedNoneUnavailableUnavailable$46.01Sep 16, 2026Unavailable
ORINot reportedNoneUnavailableUnavailable$40.90Sep 16, 2026Unavailable
ORCLNot reportedNoneUnavailableUnavailable$143.16Sep 16, 2026Unavailable
PLTRNot reportedNoneUnavailableUnavailable$174.34Sep 16, 2026Unavailable
PANWNot reportedNoneUnavailableUnavailable$375.65Sep 16, 2026Unavailable
PYPLNot reportedNoneUnavailableUnavailable$52.71Sep 16, 2026Unavailable
PEPNot reportedNoneUnavailableUnavailable$134.34Sep 16, 2026Unavailable
PMNot reportedNoneUnavailableUnavailable$191.71Sep 16, 2026Unavailable
PSXNot reportedNoneUnavailableUnavailable$264.63Sep 16, 2026Unavailable
PRINot reportedNoneUnavailableUnavailable$291.91Sep 16, 2026Unavailable
PGNot reportedNoneUnavailableUnavailableUnavailableUnavailable
PGRNot reportedNoneUnavailableUnavailableUnavailableUnavailable
PLDNot reportedNoneUnavailableUnavailable$133.74Sep 16, 2026Unavailable
PRUNot reportedNoneUnavailableUnavailable$117.04Sep 16, 2026Unavailable
PHMNot reportedNoneUnavailableUnavailable$117.55Sep 16, 2026Unavailable
PWRNot reportedNoneUnavailableUnavailable$619.28Sep 16, 2026Unavailable
RPDNot reportedNoneUnavailableUnavailable$12.46Sep 16, 2026Unavailable
ONot reportedNoneUnavailableUnavailable$57.15Sep 16, 2026Unavailable
ROSTNot reportedNoneUnavailableUnavailable$224.80Sep 16, 2026Unavailable
RCLNot 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
Exxon Mobil Corporation Common Stock (XOM) [ST]not_reported302.693933672748250668939914151252.14
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
HRI — Herc Holdings Inc. Common Stock (HRI) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 57 · Ptr
not_reported · S · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
KEYS — Keysight Technologies Inc. Common Stock (KEYS) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 68 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
LGIH — LGI Homes, Inc. - Common Stock (LGIH) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 70 · Ptr
not_reported · S · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 74 · Ptr
not_reported · P · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 75 · Ptr
not_reported · P · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 81 · Ptr
not_reported · P · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
NFLX — Netflix, Inc. - Common Stock (NFLX) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 89 · Ptr
not_reported · P · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
NSC — Norfolk Southern Corporation Common Stock (NSC) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 91 · Ptr
not_reported · S · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
PFE — Pfizer, Inc. Common Stock (PFE) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 99 · Ptr
not_reported · S · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
SLB — Schlumberger N.V. Common Stock (SLB) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 111 · Ptr
not_reported · S · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 113 · Ptr
not_reported · P · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
STAG — Stag Industrial, Inc. Common Stock (STAG) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 115 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Apr 11, 2025Sep 11, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 136 · Ptr
not_reported · P · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
WY — Weyerhaeuser Company Common Stock (WY) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 139 · Ptr
not_reported · S · $15,001 - $50,000

Apr 11, 2025Sep 11, 2026
ECL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ecolab Inc. Common Stock (ECL) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 251 · Annual
not_reported · P · $100,001 - $250,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 252 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
FIS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 253 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
AAPL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Apple Inc. - Common Stock (AAPL) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 254 · Annual
not_reported · P · $100,001 - $250,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 255 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 256 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 257 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 258 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 259 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 260 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 261 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
BKNG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 262 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 263 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 2025Sep 14, 2026
BKE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Buckle, Inc. (BKE) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 264 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 265 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 266 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 267 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 268 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 269 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 270 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 271 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
HRI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Herc Holdings Inc. Common Stock (HRI) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 272 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
IDXX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 273 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 274 · Annual
not_reported · P · $100,001 - $250,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 275 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 276 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 2025Sep 14, 2026
LULU — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ lululemon athletica inc. - Common Stock (LULU) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 277 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 278 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 279 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
UNH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 280 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
UBER — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 281 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 282 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 283 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 2025Sep 14, 2026
UPS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 284 · Annual
not_reported · P · $50,001 - $100,000

Apr 7, 2025Sep 14, 2026
WDAY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 285 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
PEP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pepsico, Inc. (PEP) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 286 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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