Elected Trades

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Jefferson Shreve

Estimate as of Oct 26, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.8Rank: #124

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

0.86%

Cumulative estimated return

SPY: 13.01%
Outperformance: -12.15 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

7.42%

Cumulative estimated return

SPY: 49.57%
Outperformance: -42.15 percentage points

2024-03-08 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-03-08.
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

7.42%

Cumulative estimated return

SPY: 49.57%
Outperformance: -42.15 percentage points

2024-03-08 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-03-08.
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
EXRNot reportedOver $50,000,000UnavailableUnavailable$155.98Nov 2, 2026Unavailable
NWBINot reported$15,001 - $50,000UnavailableUnavailable$15.67Nov 2, 2026Unavailable
MMMNot reportedNoneUnavailableUnavailable$178.36Nov 2, 2026Unavailable
ABTNot reportedNoneUnavailableUnavailable$110.16Nov 2, 2026Unavailable
ABBVNot reportedNoneUnavailableUnavailable$288.84Nov 2, 2026Unavailable
ADBENot reportedNoneUnavailableUnavailable$251.47Nov 2, 2026Unavailable
AMDNot reportedNoneUnavailableUnavailable$466.84Nov 2, 2026Unavailable
ANot reportedNoneUnavailableUnavailable$171.99Nov 2, 2026Unavailable
AKAMNot reportedNoneUnavailableUnavailable$86.69Nov 2, 2026Unavailable
ALBNot reportedNoneUnavailableUnavailable$90.56Nov 2, 2026Unavailable
ALNYNot reportedNoneUnavailableUnavailable$158.00Nov 2, 2026Unavailable
GOOGLNot reportedNoneUnavailableUnavailable$278.99Nov 2, 2026Unavailable
GOOGNot reportedNoneUnavailableUnavailable$278.04Nov 2, 2026Unavailable
AMZNNot reportedNoneUnavailableUnavailable$245.63Nov 2, 2026Unavailable
AEONot reportedNoneUnavailableUnavailable$19.75Nov 2, 2026Unavailable
AXPNot reportedNoneUnavailableUnavailable$327.98Nov 2, 2026Unavailable
AIGNot reportedNoneUnavailableUnavailable$82.40Nov 2, 2026Unavailable
AMTNot reportedNoneUnavailableUnavailable$188.30Nov 2, 2026Unavailable
ADINot reportedNoneUnavailableUnavailable$412.85Nov 2, 2026Unavailable
AAPLNot reportedNoneUnavailableUnavailable$338.32Nov 2, 2026Unavailable
AMATNot reportedNoneUnavailableUnavailable$374.53Nov 2, 2026Unavailable
APPNot reportedNoneUnavailableUnavailable$228.85Nov 2, 2026Unavailable
APTVNot reportedNoneUnavailableUnavailable$44.23Nov 2, 2026Unavailable
ACGLNot reportedNoneUnavailableUnavailable$109.31Nov 2, 2026Unavailable
ARESNot reportedNoneUnavailableUnavailable$132.96Nov 2, 2026Unavailable
ANETNot reportedNoneUnavailableUnavailable$164.14Nov 2, 2026Unavailable
TNot reportedNoneUnavailableUnavailable$21.44Nov 2, 2026Unavailable
ADSKNot reportedNoneUnavailableUnavailable$257.91Nov 2, 2026Unavailable
ADPNot reportedNoneUnavailableUnavailable$298.78Nov 2, 2026Unavailable
AZONot reportedNoneUnavailableUnavailable$3253.01Nov 2, 2026Unavailable
AVBNot reportedNoneUnavailableUnavailableUnavailableUnavailable
AXONNot reportedNoneUnavailableUnavailable$425.43Nov 2, 2026Unavailable
BALLNot reportedNoneUnavailableUnavailable$61.26Sep 16, 2026Unavailable
BACNot reportedNoneUnavailableUnavailable$49.57Nov 2, 2026Unavailable
BRK.ANot reportedNoneUnavailableUnavailable$834640.73Nov 2, 2026Unavailable
BLKNot reportedNoneUnavailableUnavailable$1167.15Nov 2, 2026Unavailable
BANot reportedNoneUnavailableUnavailable$175.40Nov 2, 2026Unavailable
BKNGNot reportedNoneUnavailableUnavailable$153.75Nov 2, 2026Unavailable
BSXNot reportedNoneUnavailableUnavailable$44.32Nov 2, 2026Unavailable
BMYNot reportedNoneUnavailableUnavailable$63.02Nov 2, 2026Unavailable
AVGONot reportedNoneUnavailableUnavailable$322.23Nov 2, 2026Unavailable
BKENot reportedNoneUnavailableUnavailable$47.31Nov 2, 2026Unavailable
CDNSNot reportedNoneUnavailableUnavailable$329.51Nov 2, 2026Unavailable
CCLNot reportedNoneUnavailableUnavailable$30.05Nov 2, 2026Unavailable
CWSTNot reportedNoneUnavailableUnavailable$97.89Nov 2, 2026Unavailable
CATNot reportedNoneUnavailableUnavailable$613.62Nov 2, 2026Unavailable
CBOENot reportedNoneUnavailableUnavailable$349.22Nov 2, 2026Unavailable
CORNot reportedNoneUnavailableUnavailable$337.84Nov 2, 2026Unavailable
CNCNot reportedNoneUnavailableUnavailable$66.53Nov 2, 2026Unavailable
SCHWNot reportedNoneUnavailableUnavailable$88.71Nov 2, 2026Unavailable

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 Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
Amgen Inc. - Common Stock (AMGN) [ST]not_reported100.294293298542414520965425844593.85
Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]not_reported0.546853270073821718761429187.28
Charles River Laboratories International, Inc. Common Stock (CRL) [ST]not_reported2.7638407852849724209520076987.44
Exponent, Inc. - Common Stock (EXPO) [ST]not_reported372.121638532284159366730698428898.97
J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) [ST]not_reported2708.37542061.06
UnitedHealth Group Incorporated Common Stock (UNH) [ST]not_reported39.6981102226208975973077935116304.01
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]not_reported58.1303342512453851134869705330081.87
Exxon Mobil Corporation Common Stock (XOM) [ST]not_reported302.693933672748250668939914155859.14
Block, Inc. Class A Common Stock, (XYZ) [ST]not_reported129.34828484699821987625150289642.91

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. Unreconciled 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 rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
WDC — Western Digital Corporation - Common Stock (WDC) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 112 · Ptr
not_reported · S · $15,001 - $50,000

Mar 13, 2025Sep 11, 2026
WY — Weyerhaeuser Company Common Stock (WY) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

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

Mar 13, 2025Sep 11, 2026
AMD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Advanced Micro Devices, Inc. (AMD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 125 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
LGIH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ LGI Homes, Inc. - Common Stock (LGIH) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 126 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 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 reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 127 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 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 reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 128 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
ZTS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 129 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 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; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 130 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
HIW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Highwoods Properties, Inc. Common Stock (HIW) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 131 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
CNC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Centene Corporation Common Stock (CNC) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 132 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
MPC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 133 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 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 reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 134 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
ORCL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Oracle Corporation Common Stock (ORCL) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 135 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
CBOE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cboe Global Markets, Inc. (CBOE) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

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

Mar 5, 2025Sep 14, 2026
MCD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McDonald's Corporation Common Stock (MCD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 137 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 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; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 138 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
BALL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ball Corporation Common Stock (BALL) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 139 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
AXON — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Axon Enterprise, Inc. - Common Stock (AXON) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 140 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
TGT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Target Corporation Common Stock (TGT) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 141 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
DG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Dollar General Corporation Common Stock (DG) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 142 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
VST — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vistra Corp. Common Stock (VST) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 143 · Annual
not_reported · P · $15,001 - $50,000

Mar 5, 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; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 165 · Annual
not_reported · S (partial) · $50,001 - $100,000

Mar 5, 2025Sep 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 reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 166 · Annual
not_reported · S (partial) · $50,001 - $100,000

Mar 5, 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 reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 167 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
APP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 168 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
MRVL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 169 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
SYY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sysco Corporation Common Stock (SYY) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 180 · Annual
not_reported · S (partial) · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
PCVX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vaxcyte, Inc. - Common Stock (PCVX) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 181 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
CG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Carlyle Group Inc. - Common Stock (CG) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 182 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
NVT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ nVent Electric plc Ordinary Shares (NVT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 183 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
BDX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 184 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 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; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 185 · Annual
not_reported · S (partial) · $15,001 - $50,000

Mar 5, 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 reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 186 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
IDA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDACORP, Inc. Common Stock (IDA) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 187 · Annual
not_reported · S (partial) · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
ANET — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 190 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 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 reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 191 · Annual
not_reported · S (partial) · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
COP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ConocoPhillips Common Stock (COP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 192 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
HOMB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home BancShares, Inc. Common Stock (HOMB) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 193 · Annual
not_reported · S (partial) · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
TT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Trane Technologies plc (TT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 194 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
VSH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vishay Intertechnology, Inc. Common Stock (VSH) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 195 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
HRI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Herc Holdings Inc. Common Stock (HRI) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 196 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
BKE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Buckle, Inc. (BKE) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 197 · Annual
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 14, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 11, 2026
AXP — American Express Company Common Stock (AXP) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 7 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Mar 5, 2025Sep 11, 2026
ADI — Analog Devices, Inc. - Common Stock (ADI) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 9 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Mar 5, 2025Sep 11, 2026
APP — Applovin Corporation - Class A Common Stock (APP) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 14 · Ptr
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 11, 2026
ANET — Arista Networks, Inc. Common Stock (ANET) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 16 · Ptr
not_reported · S · $15,001 - $50,000

Mar 5, 2025Sep 11, 2026
AXON — Axon Enterprise, Inc. - Common Stock (AXON) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 18 · Ptr
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 11, 2026
BALL — Ball Corporation Common Stock (BALL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 19 · Ptr
not_reported · P · $15,001 - $50,000

Mar 5, 2025Sep 11, 2026
BDX — Becton, Dickinson and Company Common Stock (BDX) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 20 · Ptr
not_reported · S · $15,001 - $50,000

Mar 5, 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
Ptr
Not establishedParsed
Jan 1, 2026Jefferson Shreve — PTR filed 2026-01-01
Ptr
Not establishedParsed
Dec 31, 2025Jefferson Shreve — PTR filed 2025-12-31
Ptr
Not establishedParsed
Dec 30, 2025Jefferson Shreve — PTR filed 2025-12-30
Ptr
Not establishedParsed
Dec 14, 2025Jefferson Shreve — PTR filed 2025-12-14
Ptr
Not establishedParsed
Jun 22, 2025Jefferson Shreve — Financial disclosure (H) filed 2025-06-22
Financial
Not establishedNeeds review
Jun 22, 2025Jefferson Shreve — PTR filed 2025-06-22
Ptr
Not establishedParsed
May 8, 2025Jefferson Shreve — PTR filed 2025-05-08
Ptr
Not establishedParsed
May 5, 2025Jefferson Shreve — Financial disclosure (X) filed 2025-05-05
Financial
Not establishedParsed
Apr 11, 2025Jefferson Shreve — PTR filed 2025-04-11
Ptr
Not establishedParsed
Mar 9, 2025Jefferson Shreve — PTR filed 2025-03-09
Ptr
Not establishedParsed
Feb 12, 2025Jefferson Shreve — PTR filed 2025-02-12
Ptr
Not establishedParsed
Apr 5, 2024Jefferson Shreve — Financial disclosure (C) filed 2024-04-05
Financial
Mar 8, 2024Parsed