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

$15,001 - $50,000

Original ↗ · Row 287 · Annual
not_reported · P · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 288 · Annual
not_reported · P · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 289 · Annual
not_reported · P · $15,001 - $50,000

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

$50,001 - $100,000

Original ↗ · Row 290 · Annual
not_reported · P · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 291 · Annual
not_reported · P · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 292 · Annual
not_reported · P · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 293 · Annual
not_reported · P · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 294 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
PSX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Phillips 66 Common Stock (PSX) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 295 · Annual
not_reported · P · $15,001 - $50,000

Apr 7, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 319 · Annual
not_reported · S (partial) · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 320 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
DFS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Discover Financial Services Common Stock (DFS) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 321 · Annual
not_reported · S (partial) · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 322 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 323 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 324 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 325 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 326 · Annual
not_reported · S (partial) · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 327 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 328 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 329 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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)

$50,001 - $100,000

Original ↗ · Row 330 · Annual
not_reported · S · $50,001 - $100,000

Apr 7, 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 331 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 332 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 333 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 334 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 335 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 336 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 337 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 338 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 339 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 340 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 341 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 342 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 343 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 344 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 345 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 7, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 346 · Annual
not_reported · S (partial) · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 347 · Annual
not_reported · S (partial) · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 349 · Annual
not_reported · S · $15,001 - $50,000

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

$100,001 - $250,000

Original ↗ · Row 350 · Annual
not_reported · S (partial) · $100,001 - $250,000

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

$15,001 - $50,000

Original ↗ · Row 351 · Annual
not_reported · S · $15,001 - $50,000

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

$250,001 - $500,000

Original ↗ · Row 352 · Annual
not_reported · S · $250,001 - $500,000

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

$15,001 - $50,000

Original ↗ · Row 353 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 354 · Annual
not_reported · S (partial) · $50,001 - $100,000

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

$15,001 - $50,000

Original ↗ · Row 355 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 356 · Annual
not_reported · S (partial) · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 357 · Annual
not_reported · S · $15,001 - $50,000

Apr 7, 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 358 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 359 · Annual
not_reported · S · $15,001 - $50,000

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

$15,001 - $50,000

Original ↗ · Row 360 · Annual
not_reported · S · $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
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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