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
EXR	Not reported	Over $50,000,000	Unavailable	Unavailable	$136.43Sep 16, 2026	Unavailable
NWBI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$15.45Sep 16, 2026	Unavailable
MMM	Not reported	None	Unavailable	Unavailable	$162.65Sep 16, 2026	Unavailable
ABT	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ABBV	Not reported	None	Unavailable	Unavailable	$262.51Sep 16, 2026	Unavailable
ADBE	Not reported	None	Unavailable	Unavailable	$250.50Sep 16, 2026	Unavailable
AMD	Not reported	None	Unavailable	Unavailable	$512.50Sep 16, 2026	Unavailable
A	Not reported	None	Unavailable	Unavailable	$153.69Sep 16, 2026	Unavailable
AKAM	Not reported	None	Unavailable	Unavailable	$104.48Sep 16, 2026	Unavailable
ALB	Not reported	None	Unavailable	Unavailable	$109.47Sep 16, 2026	Unavailable
ALNY	Not reported	None	Unavailable	Unavailable	$239.36Sep 16, 2026	Unavailable
GOOGL	Not reported	None	Unavailable	Unavailable	$342.87Sep 16, 2026	Unavailable
GOOG	Not reported	None	Unavailable	Unavailable	$339.36Sep 16, 2026	Unavailable
AMZN	Not reported	None	Unavailable	Unavailable	$245.96Sep 16, 2026	Unavailable
AEO	Not reported	None	Unavailable	Unavailable	$14.81Sep 16, 2026	Unavailable
AXP	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
AIG	Not reported	None	Unavailable	Unavailable	$76.07Sep 16, 2026	Unavailable
AMT	Not reported	None	Unavailable	Unavailable	$176.39Sep 16, 2026	Unavailable
ADI	Not reported	None	Unavailable	Unavailable	$362.04Sep 16, 2026	Unavailable
AAPL	Not reported	None	Unavailable	Unavailable	$332.41Sep 16, 2026	Unavailable
AMAT	Not reported	None	Unavailable	Unavailable	$415.38Sep 16, 2026	Unavailable
APP	Not reported	None	Unavailable	Unavailable	$326.56Sep 16, 2026	Unavailable
APTV	Not reported	None	Unavailable	Unavailable	$43.34Sep 16, 2026	Unavailable
ACGL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ARES	Not reported	None	Unavailable	Unavailable	$124.21Sep 16, 2026	Unavailable
ANET	Not reported	None	Unavailable	Unavailable	$197.54Sep 16, 2026	Unavailable
T	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ADSK	Not reported	None	Unavailable	Unavailable	$220.31Sep 16, 2026	Unavailable
ADP	Not reported	None	Unavailable	Unavailable	$273.19Sep 16, 2026	Unavailable
AZO	Not reported	None	Unavailable	Unavailable	$2849.04Sep 16, 2026	Unavailable
AVB	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
AXON	Not reported	None	Unavailable	Unavailable	$468.42Sep 16, 2026	Unavailable
BALL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
BAC	Not reported	None	Unavailable	Unavailable	$57.90Sep 16, 2026	Unavailable
BRK.A	Not reported	None	Unavailable	Unavailable	$780297.19Sep 16, 2026	Unavailable
BLK	Not reported	None	Unavailable	Unavailable	$1037.24Sep 16, 2026	Unavailable
BA	Not reported	None	Unavailable	Unavailable	$201.96Sep 16, 2026	Unavailable
BKNG	Not reported	None	Unavailable	Unavailable	$171.40Sep 16, 2026	Unavailable
BSX	Not reported	None	Unavailable	Unavailable	$43.91Sep 16, 2026	Unavailable
BMY	Not reported	None	Unavailable	Unavailable	$63.60Sep 16, 2026	Unavailable
AVGO	Not reported	None	Unavailable	Unavailable	$339.51Sep 16, 2026	Unavailable
BKE	Not reported	None	Unavailable	Unavailable	$40.06Sep 16, 2026	Unavailable
CDNS	Not reported	None	Unavailable	Unavailable	$279.90Sep 16, 2026	Unavailable
CCL	Not reported	None	Unavailable	Unavailable	$22.35Sep 16, 2026	Unavailable
CWST	Not reported	None	Unavailable	Unavailable	$90.06Sep 16, 2026	Unavailable
CAT	Not reported	None	Unavailable	Unavailable	$782.72Sep 16, 2026	Unavailable
CBOE	Not reported	None	Unavailable	Unavailable	$270.43Sep 16, 2026	Unavailable
COR	Not reported	None	Unavailable	Unavailable	$318.50Sep 16, 2026	Unavailable
CNC	Not reported	None	Unavailable	Unavailable	$66.01Sep 16, 2026	Unavailable
SCHW	Not reported	None	Unavailable	Unavailable	$105.16Sep 16, 2026	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
WDC — Western Digital Corporation - Common Stock (WDC) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 112 · Ptr not_reported · S · $15,001 - $50,000	Mar 13, 2025	Sep 11, 2026
WY — Weyerhaeuser Company Common Stock (WY) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 113 · Ptr not_reported · P · $15,001 - $50,000	Mar 13, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 125 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 126 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 127 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 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	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 128 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 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 129 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 130 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 131 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 132 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 133 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 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	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 134 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 135 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 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 136 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 137 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 138 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 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 139 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 140 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 141 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 142 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 143 · Annual not_reported · P · $15,001 - $50,000	Mar 5, 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	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 165 · Annual not_reported · S (partial) · $50,001 - $100,000	Mar 5, 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	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 166 · Annual not_reported · S (partial) · $50,001 - $100,000	Mar 5, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 167 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 168 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 169 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 180 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 181 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 182 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 183 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 184 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 14, 2026
DIS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walt Disney Company (DIS) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 185 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 186 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 187 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 190 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 191 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 192 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 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	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 193 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 194 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 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 reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 195 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 196 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 197 · Annual not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 14, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 11, 2026
AXP — American Express Company Common Stock (AXP) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $15,001 - $50,000	Mar 5, 2025	Sep 11, 2026
ADI — Analog Devices, Inc. - Common Stock (ADI) [ST]	Not reported	Sale (partial) Source rows (1) $50,001 - $100,000 Original ↗ · Row 9 · Ptr not_reported · S (partial) · $50,001 - $100,000	Mar 5, 2025	Sep 11, 2026
APP — Applovin Corporation - Class A Common Stock (APP) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 14 · Ptr not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 11, 2026
ANET — Arista Networks, Inc. Common Stock (ANET) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 16 · Ptr not_reported · S · $15,001 - $50,000	Mar 5, 2025	Sep 11, 2026
AXON — Axon Enterprise, Inc. - Common Stock (AXON) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 18 · Ptr not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 11, 2026
BALL — Ball Corporation Common Stock (BALL) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 19 · Ptr not_reported · P · $15,001 - $50,000	Mar 5, 2025	Sep 11, 2026
BDX — Becton, Dickinson and Company Common Stock (BDX) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 20 · Ptr not_reported · S · $15,001 - $50,000	Mar 5, 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