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
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 28 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 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 29 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PFE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pfizer, Inc. Common Stock (PFE) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 30 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
AMGN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amgen Inc. - Common Stock (AMGN) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 31 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
MRK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 32 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
ELV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 41 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PHM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PulteGroup, Inc. Common Stock (PHM) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 42 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 43 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
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)

$50,001 - $100,000

Original ↗ · Row 44 · Annual
not_reported · P · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
MSTR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 45 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 46 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
UNP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Union Pacific Corporation Common Stock (UNP) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 47 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 48 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
AVGO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 57 · Annual
not_reported · P · $100,001 - $250,000

Feb 24, 2025Sep 14, 2026
JNJ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Johnson & Johnson Common Stock (JNJ) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 58 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
QCOM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 59 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 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 reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 60 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 61 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 62 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 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 63 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 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; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 64 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 65 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 66 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 67 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 68 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
BA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boeing Company (BA) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 69 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PRI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Primerica, Inc. Common Stock (PRI) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 70 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 71 · Annual
not_reported · S · $50,001 - $100,000

Feb 24, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 72 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 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; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 73 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 74 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 75 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
ALB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Albemarle Corporation Common Stock (ALB) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 76 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
HOPE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hope Bancorp, Inc. - Common Stock (HOPE) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 77 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 78 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 79 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 80 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 106 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
CAT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caterpillar, Inc. Common Stock (CAT) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 107 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
MRP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Millrose Properties, Inc. Class A Common Stock (MRP) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 108 · Annual
not_reported · S · $1,001 - $15,000

Feb 24, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 109 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
AKAM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Akamai Technologies, Inc. - Common Stock (AKAM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 110 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PWR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Quanta Services, Inc. Common Stock (PWR) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 111 · Annual
not_reported · S · $50,001 - $100,000

Feb 24, 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 reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 112 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 113 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 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)

$1,001 - $15,000

Original ↗ · Row 122 · Annual
not_reported · S · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
SNDK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sandisk Corporation - Common Stock (SNDK) [ST]Not reportedExchangeAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 123 · Annual
not_reported · E · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
MRP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Millrose Properties, Inc. Class A Common Stock (MRP) [ST]Not reportedExchangeAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 124 · Annual
not_reported · E · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
ABBV — AbbVie Inc. Common Stock (ABBV) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 1 · Ptr
not_reported · P · $50,001 - $100,000

Feb 24, 2025Sep 11, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 2 · Ptr
not_reported · P · $15,001 - $50,000

Feb 24, 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
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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