Elected Trades

All politicians

Jefferson Shreve

Updated Sep 14, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.7Rank: #120

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.
  • 258 sales exceeding observed holdings (unmatched amount omitted).
  • 24 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.
  • 258 sales exceeding observed holdings (unmatched amount omitted).
  • 24 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.
  • 258 sales exceeding observed holdings (unmatched amount omitted).
  • 24 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
EXRNot reportedOver $50,000,000UnavailableUnavailable$137.30Sep 15, 2026Unavailable
NWBINot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
MMMNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ABTNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ABBVNot reportedNoneUnavailableUnavailable$263.04Sep 15, 2026Unavailable
ADBENot reportedNoneUnavailableUnavailable$257.76Sep 15, 2026Unavailable
AMDNot reportedNoneUnavailableUnavailable$504.20Sep 15, 2026Unavailable
ANot reportedNoneUnavailableUnavailable$150.27Sep 15, 2026Unavailable
AKAMNot reportedNoneUnavailableUnavailable$105.40Sep 15, 2026Unavailable
ALBNot reportedNoneUnavailableUnavailable$113.45Sep 15, 2026Unavailable
ALNYNot reportedNoneUnavailableUnavailable$238.27Sep 15, 2026Unavailable
GOOGLNot reportedNoneUnavailableUnavailable$344.98Sep 15, 2026Unavailable
GOOGNot reportedNoneUnavailableUnavailable$341.43Sep 15, 2026Unavailable
AMZNNot reportedNoneUnavailableUnavailable$248.42Sep 15, 2026Unavailable
AEONot reportedNoneUnavailableUnavailable$14.81Sep 15, 2026Unavailable
AXPNot reportedNoneUnavailableUnavailableUnavailableUnavailable
AIGNot reportedNoneUnavailableUnavailable$75.98Sep 15, 2026Unavailable
AMTNot reportedNoneUnavailableUnavailable$177.71Sep 15, 2026Unavailable
ADINot reportedNoneUnavailableUnavailable$361.35Sep 15, 2026Unavailable
AAPLNot reportedNoneUnavailableUnavailable$331.34Sep 15, 2026Unavailable
AMATNot reportedNoneUnavailableUnavailable$421.17Sep 15, 2026Unavailable
APPNot reportedNoneUnavailableUnavailable$331.46Sep 15, 2026Unavailable
APTVNot reportedNoneUnavailableUnavailable$43.75Sep 15, 2026Unavailable
ACGLNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ARESNot reportedNoneUnavailableUnavailable$129.10Sep 15, 2026Unavailable
ANETNot reportedNoneUnavailableUnavailable$192.84Sep 15, 2026Unavailable
TNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ADSKNot reportedNoneUnavailableUnavailable$226.50Sep 15, 2026Unavailable
ADPNot reportedNoneUnavailableUnavailable$276.53Sep 15, 2026Unavailable
AZONot reportedNoneUnavailableUnavailable$2860.25Sep 15, 2026Unavailable
AVBNot reportedNoneUnavailableUnavailableUnavailableUnavailable
AXONNot reportedNoneUnavailableUnavailable$442.08Sep 15, 2026Unavailable
BALLNot reportedNoneUnavailableUnavailableUnavailableUnavailable
BACNot reportedNoneUnavailableUnavailable$59.52Sep 15, 2026Unavailable
BRK.ANot reportedNoneUnavailableUnavailable$773825.01Sep 15, 2026Unavailable
BLKNot reportedNoneUnavailableUnavailable$1058.66Sep 15, 2026Unavailable
BANot reportedNoneUnavailableUnavailable$209.69Sep 15, 2026Unavailable
BKNGNot reportedNoneUnavailableUnavailable$171.32Sep 15, 2026Unavailable
BSXNot reportedNoneUnavailableUnavailable$43.87Sep 15, 2026Unavailable
BMYNot reportedNoneUnavailableUnavailable$63.73Sep 15, 2026Unavailable
AVGONot reportedNoneUnavailableUnavailable$339.27Sep 15, 2026Unavailable
BKENot reportedNoneUnavailableUnavailable$39.65Sep 15, 2026Unavailable
CDNSNot reportedNoneUnavailableUnavailable$273.96Sep 15, 2026Unavailable
CCLNot reportedNoneUnavailableUnavailable$22.11Sep 15, 2026Unavailable
CWSTNot reportedNoneUnavailableUnavailableUnavailableUnavailable
CATNot reportedNoneUnavailableUnavailable$783.54Sep 15, 2026Unavailable
CBOENot reportedNoneUnavailableUnavailable$270.44Sep 15, 2026Unavailable
CORNot reportedNoneUnavailableUnavailable$323.29Sep 15, 2026Unavailable
CNCNot reportedNoneUnavailableUnavailable$67.66Sep 15, 2026Unavailable
SCHWNot 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
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
RLI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ RLI Corp. Common Stock (RLI) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 517 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 518 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 519 · Annual
not_reported · S · $50,001 - $100,000

May 12, 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)

$15,001 - $50,000

Original ↗ · Row 520 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
UCB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Community Banks, Inc. Common Stock (UCB) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 521 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 522 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 523 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
O — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Realty Income Corporation Common Stock (O) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 524 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
OGE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ OGE Energy Corp Common Stock (OGE) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 525 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
CNO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CNO Financial Group, Inc. Common Stock (CNO) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 526 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
TTWO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 527 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
AZO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AutoZone, Inc. Common Stock (AZO) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 528 · Annual
not_reported · S · $50,001 - $100,000

May 12, 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; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 529 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 530 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
OXY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 531 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CCI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Crown Castle Inc. Common Stock (CCI) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 532 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
IBM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ International Business Machines Corporation Common Stock (IBM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 533 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ZM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 534 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
DFS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Discover Financial Services Common Stock (DFS) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 535 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ALNY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 536 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
MA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Mastercard Incorporated Common Stock (MA) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 537 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
CMG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 538 · Annual
not_reported · S · $50,001 - $100,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 539 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CTRA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coterra Energy Inc. Common Stock (CTRA) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 540 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 541 · Annual
not_reported · S · $50,001 - $100,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 542 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 543 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 544 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
DASH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ DoorDash, Inc. - Common Stock (DASH) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 545 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 546 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 547 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
PSX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Phillips 66 Common Stock (PSX) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 548 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
ACGL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arch Capital Group Ltd. - Common Stock (ACGL) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 549 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 550 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
SNPS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 551 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
NET — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cloudflare, Inc. Class A Common Stock (NET) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 552 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 553 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
WMB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Williams Companies, Inc. (WMB) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 554 · Annual
not_reported · S · $50,001 - $100,000

May 12, 2025Sep 14, 2026
CRL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charles River Laboratories International, Inc. Common Stock (CRL) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 555 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
LMT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 556 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 557 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 558 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 14, 2026
DXCM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ DexCom, Inc. - Common Stock (DXCM) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 559 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 560 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
CPRT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Copart, Inc. - Common Stock (CPRT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 561 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$500,001 - $1,000,000

Original ↗ · Row 562 · Annual
not_reported · S · $500,001 - $1,000,000

May 12, 2025Sep 14, 2026
AIG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American International Group, Inc. New Common Stock (AIG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 563 · Annual
not_reported · S · $15,001 - $50,000

May 12, 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 reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 564 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
KR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Kroger Company (KR) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 565 · Annual
not_reported · S · $15,001 - $50,000

May 12, 2025Sep 14, 2026
META — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 566 · Annual
not_reported · S · $100,001 - $250,000

May 12, 2025Sep 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.

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