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.

Jan 3, 2025 – Sep 17, 2026

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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
IEX	Not reported	None	Unavailable	Unavailable	$221.50Sep 16, 2026	Unavailable
IBM	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
INTU	Not reported	None	Unavailable	Unavailable	$318.13Sep 16, 2026	Unavailable
ISRG	Not reported	None	Unavailable	Unavailable	$382.29Sep 16, 2026	Unavailable
JPM	Not reported	None	Unavailable	Unavailable	$348.92Sep 16, 2026	Unavailable
KR	Not reported	None	Unavailable	Unavailable	$61.14Sep 16, 2026	Unavailable
LRCX	Not reported	None	Unavailable	Unavailable	$269.23Sep 16, 2026	Unavailable
LAZ	Not reported	None	Unavailable	Unavailable	$36.61Sep 16, 2026	Unavailable
LEN	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
LIN	Not reported	None	Unavailable	Unavailable	$462.09Sep 16, 2026	Unavailable
LFUS	Not reported	None	Unavailable	Unavailable	$396.02Sep 16, 2026	Unavailable
LOW	Not reported	None	Unavailable	Unavailable	$194.10Sep 16, 2026	Unavailable
LULU	Not reported	None	Unavailable	Unavailable	$95.98Sep 16, 2026	Unavailable
MPC	Not reported	None	Unavailable	Unavailable	$413.92Sep 16, 2026	Unavailable
MRVL	Not reported	None	Unavailable	Unavailable	$229.71Sep 16, 2026	Unavailable
MA	Not reported	None	Unavailable	Unavailable	$567.75Sep 16, 2026	Unavailable
MTCH	Not reported	None	Unavailable	Unavailable	$43.58Sep 16, 2026	Unavailable
MCD	Not reported	None	Unavailable	Unavailable	$248.56Sep 16, 2026	Unavailable
MCK	Not reported	None	Unavailable	Unavailable	$887.29Sep 16, 2026	Unavailable
MDT	Not reported	None	Unavailable	Unavailable	$92.60Sep 16, 2026	Unavailable
MRK	Not reported	None	Unavailable	Unavailable	$144.91Sep 16, 2026	Unavailable
META	Not reported	None	Unavailable	Unavailable	$673.31Sep 16, 2026	Unavailable
MSFT	Not reported	None	Unavailable	Unavailable	$490.30Sep 16, 2026	Unavailable
MS	Not reported	None	Unavailable	Unavailable	$202.42Sep 16, 2026	Unavailable
NDAQ	Not reported	None	Unavailable	Unavailable	$88.76Sep 16, 2026	Unavailable
NFLX	Not reported	None	Unavailable	Unavailable	$76.41Sep 16, 2026	Unavailable
NEM	Not reported	None	Unavailable	Unavailable	$121.76Sep 16, 2026	Unavailable
NXTA	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
NI	Not reported	None	Unavailable	Unavailable	$40.66Sep 16, 2026	Unavailable
OXY	Not reported	None	Unavailable	Unavailable	$59.36Sep 16, 2026	Unavailable
OGE	Not reported	None	Unavailable	Unavailable	$46.01Sep 16, 2026	Unavailable
ORI	Not reported	None	Unavailable	Unavailable	$40.90Sep 16, 2026	Unavailable
ORCL	Not reported	None	Unavailable	Unavailable	$143.16Sep 16, 2026	Unavailable
PLTR	Not reported	None	Unavailable	Unavailable	$174.34Sep 16, 2026	Unavailable
PANW	Not reported	None	Unavailable	Unavailable	$375.65Sep 16, 2026	Unavailable
PYPL	Not reported	None	Unavailable	Unavailable	$52.71Sep 16, 2026	Unavailable
PEP	Not reported	None	Unavailable	Unavailable	$134.34Sep 16, 2026	Unavailable
PM	Not reported	None	Unavailable	Unavailable	$191.71Sep 16, 2026	Unavailable
PSX	Not reported	None	Unavailable	Unavailable	$264.63Sep 16, 2026	Unavailable
PRI	Not reported	None	Unavailable	Unavailable	$291.91Sep 16, 2026	Unavailable
PG	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
PGR	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
PLD	Not reported	None	Unavailable	Unavailable	$133.74Sep 16, 2026	Unavailable
PRU	Not reported	None	Unavailable	Unavailable	$117.04Sep 16, 2026	Unavailable
PHM	Not reported	None	Unavailable	Unavailable	$117.55Sep 16, 2026	Unavailable
PWR	Not reported	None	Unavailable	Unavailable	$619.28Sep 16, 2026	Unavailable
RPD	Not reported	None	Unavailable	Unavailable	$12.46Sep 16, 2026	Unavailable
O	Not reported	None	Unavailable	Unavailable	$57.15Sep 16, 2026	Unavailable
ROST	Not reported	None	Unavailable	Unavailable	$224.80Sep 16, 2026	Unavailable
RCL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable

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

Asset	Owner	Estimated units	Estimated value
Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]	not_reported	0.5468532700738217187614291	94.12
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	not_reported	58.13033425124538511348697053	29915.61
Exxon Mobil Corporation Common Stock (XOM) [ST]	not_reported	302.6939336727482506689399141	51252.14
Block, Inc. Class A Common Stock, (XYZ) [ST]	not_reported	129.3482848469982198762515028	10129.26

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.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
VST — Vistra Corp. Common Stock (VST) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 135 · Ptr not_reported · S · $15,001 - $50,000	Apr 7, 2025	Sep 11, 2026
DIS — Walt Disney Company (DIS) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 137 · Ptr not_reported · S (partial) · $15,001 - $50,000	Apr 7, 2025	Sep 11, 2026
WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 140 · Ptr not_reported · P · $15,001 - $50,000	Apr 7, 2025	Sep 11, 2026
ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 141 · Ptr not_reported · P · $15,001 - $50,000	Apr 7, 2025	Sep 11, 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 213 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
EPAM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ EPAM Systems, Inc. Common Stock (EPAM) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 214 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 215 · Annual not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 14, 2026
NSC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 216 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
GILD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 217 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
XYZ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 218 · Annual not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 219 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
HD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home Depot, Inc. (HD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 220 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 221 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 222 · Annual not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 223 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
HNI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ HNI Corporation Common Stock (HNI) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 224 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 225 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 226 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 227 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
UCB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Community Banks, Inc. Common Stock (UCB) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 228 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 229 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 230 · Annual not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 231 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 232 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 233 · Annual not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
APD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 234 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
SPG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 235 · Annual not_reported · S · $50,001 - $100,000	Mar 31, 2025	Sep 14, 2026
LEN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lennar Corporation Class A Common Stock (LEN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 236 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 237 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
CZR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caesars Entertainment, Inc. - Common Stock (CZR) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 238 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
COST — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 239 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
IEX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDEX Corporation Common Stock (IEX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 240 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
LAZ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lazard, Inc. Common Stock (LAZ) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 241 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
NUE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nucor Corporation Common Stock (NUE) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 242 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
ACN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 243 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
VICR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vicor Corporation - Common Stock (VICR) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 244 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
ITT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ITT Inc. Common Stock (ITT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 245 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
DD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ DuPont de Nemours, Inc. Common Stock (DD) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 246 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
NOW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 247 · Annual not_reported · S · $50,001 - $100,000	Mar 31, 2025	Sep 14, 2026
COIN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 248 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 14, 2026
NKE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nike, Inc. Common Stock (NKE) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 249 · Annual not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 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 reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 250 · Annual not_reported · S (partial) · $100,001 - $250,000	Mar 31, 2025	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 11, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 2 · Ptr not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 11, 2026
APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 5 · Ptr not_reported · S · $15,001 - $50,000	Mar 31, 2025	Sep 11, 2026
AKAM — Akamai Technologies, Inc. - Common Stock (AKAM) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 6 · Ptr not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 11, 2026
ADI — Analog Devices, Inc. - Common Stock (ADI) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 10 · Ptr not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 12 · Ptr not_reported · P · $15,001 - $50,000	Mar 31, 2025	Sep 11, 2026
BLK — BlackRock, Inc. Common Stock (BLK) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 21 · Ptr not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 11, 2026
XYZ — Block, Inc. Class A Common Stock, (XYZ) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 22 · Ptr not_reported · P · $50,001 - $100,000	Mar 31, 2025	Sep 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.

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