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
RGLD	Not reported	None	Unavailable	Unavailable	$245.51Sep 16, 2026	Unavailable
RTX	Not reported	None	Unavailable	Unavailable	$196.83Sep 16, 2026	Unavailable
RUSHA	Not reported	None	Unavailable	Unavailable	$49.01Sep 16, 2026	Unavailable
SPGI	Not reported	None	Unavailable	Unavailable	$406.76Sep 16, 2026	Unavailable
CRM	Not reported	None	Unavailable	Unavailable	$250.54Sep 16, 2026	Unavailable
SBAC	Not reported	None	Unavailable	Unavailable	$180.02Sep 16, 2026	Unavailable
SNDR	Not reported	None	Unavailable	Unavailable	$32.75Sep 16, 2026	Unavailable
SHW	Not reported	None	Unavailable	Unavailable	$321.46Sep 16, 2026	Unavailable
SPG	Not reported	None	Unavailable	Unavailable	$202.94Sep 16, 2026	Unavailable
SNOW	Not reported	None	Unavailable	Unavailable	$331.02Sep 16, 2026	Unavailable
SPOT	Not reported	None	Unavailable	Unavailable	$547.43Sep 16, 2026	Unavailable
MSTR	Not reported	None	Unavailable	Unavailable	$126.18Sep 16, 2026	Unavailable
SYK	Not reported	None	Unavailable	Unavailable	$284.76Sep 16, 2026	Unavailable
SNPS	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
SYY	Not reported	None	Unavailable	Unavailable	$78.71Sep 16, 2026	Unavailable
TTWO	Not reported	None	Unavailable	Unavailable	$211.81Sep 16, 2026	Unavailable
TSLA	Not reported	None	Unavailable	Unavailable	$358.08Sep 16, 2026	Unavailable
TXN	Not reported	None	Unavailable	Unavailable	$260.67Sep 16, 2026	Unavailable
CG	Not reported	None	Unavailable	Unavailable	$40.01Sep 16, 2026	Unavailable
CI	Not reported	None	Unavailable	Unavailable	$280.45Sep 16, 2026	Unavailable
SJM	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
TTD	Not reported	None	Unavailable	Unavailable	$14.49Sep 16, 2026	Unavailable
TJX	Not reported	None	Unavailable	Unavailable	$122.84Sep 16, 2026	Unavailable
TT	Not reported	None	Unavailable	Unavailable	$421.68Sep 16, 2026	Unavailable
TDG	Not reported	None	Unavailable	Unavailable	$1080.11Sep 16, 2026	Unavailable
UBER	Not reported	None	Unavailable	Unavailable	$70.97Sep 16, 2026	Unavailable
UCBI	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
UPS	Not reported	None	Unavailable	Unavailable	$98.77Sep 16, 2026	Unavailable
UVSP	Not reported	None	Unavailable	Unavailable	$42.68Sep 16, 2026	Unavailable
VZ	Not reported	None	Unavailable	Unavailable	$49.76Sep 16, 2026	Unavailable
V	Not reported	None	Unavailable	Unavailable	$370.93Sep 16, 2026	Unavailable
WMT	Not reported	None	Unavailable	Unavailable	$107.50Sep 16, 2026	Unavailable
DIS	Not reported	None	Unavailable	Unavailable	$106.99Sep 16, 2026	Unavailable
WBD	Not reported	None	Unavailable	Unavailable	$28.07Sep 16, 2026	Unavailable
WFC	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
HCN	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
WDC	Not reported	None	Unavailable	Unavailable	$416.97Sep 16, 2026	Unavailable
WMB	Not reported	None	Unavailable	Unavailable	$70.90Sep 16, 2026	Unavailable
WDAY	Not reported	None	Unavailable	Unavailable	$187.76Sep 16, 2026	Unavailable
ZOOM	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
HRI — Herc Holdings Inc. Common Stock (HRI) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 57 · Ptr not_reported · S · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
KEYS — Keysight Technologies Inc. Common Stock (KEYS) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 68 · Ptr not_reported · S (partial) · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
LGIH — LGI Homes, Inc. - Common Stock (LGIH) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 70 · Ptr not_reported · S · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 74 · Ptr not_reported · P · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 75 · Ptr not_reported · P · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 81 · Ptr not_reported · P · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
NFLX — Netflix, Inc. - Common Stock (NFLX) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 89 · Ptr not_reported · P · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
NSC — Norfolk Southern Corporation Common Stock (NSC) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 91 · Ptr not_reported · S · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
PFE — Pfizer, Inc. Common Stock (PFE) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 99 · Ptr not_reported · S · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
SLB — Schlumberger N.V. Common Stock (SLB) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 111 · Ptr not_reported · S · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 113 · Ptr not_reported · P · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
STAG — Stag Industrial, Inc. Common Stock (STAG) [ST]	Not reported	Sale (partial) Source rows (1) $50,001 - $100,000 Original ↗ · Row 115 · Ptr not_reported · S (partial) · $50,001 - $100,000	Apr 11, 2025	Sep 11, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 136 · Ptr not_reported · P · $15,001 - $50,000	Apr 11, 2025	Sep 11, 2026
WY — Weyerhaeuser Company Common Stock (WY) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 139 · Ptr not_reported · S · $15,001 - $50,000	Apr 11, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 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) $100,001 - $250,000 Original ↗ · Row 254 · Annual not_reported · P · $100,001 - $250,000	Apr 7, 2025	Sep 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 reported	PurchaseAnnual 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, 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 256 · Annual not_reported · P · $15,001 - $50,000	Apr 7, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 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 263 · Annual not_reported · P · $50,001 - $100,000	Apr 7, 2025	Sep 14, 2026
BKE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Buckle, Inc. (BKE) [ST]	Not reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 14, 2026
COP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ConocoPhillips Common Stock (COP) [ST]	Not reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 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 270 · Annual not_reported · P · $15,001 - $50,000	Apr 7, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 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 280 · Annual not_reported · P · $15,001 - $50,000	Apr 7, 2025	Sep 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 reported	PurchaseAnnual 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, 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) $50,001 - $100,000 Original ↗ · Row 282 · Annual not_reported · P · $50,001 - $100,000	Apr 7, 2025	Sep 14, 2026
TT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Trane Technologies plc (TT) [ST]	Not reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 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 reported	PurchaseAnnual 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, 2025	Sep 14, 2026
PEP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pepsico, Inc. (PEP) [ST]	Not reported	PurchaseAnnual 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, 2025	Sep 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.

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