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.

Jan 3, 2025 – Sep 16, 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.
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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
EXR	Not reported	Over $50,000,000	Unavailable	Unavailable	$137.30Sep 15, 2026	Unavailable
NWBI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
MMM	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ABT	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ABBV	Not reported	None	Unavailable	Unavailable	$263.04Sep 15, 2026	Unavailable
ADBE	Not reported	None	Unavailable	Unavailable	$257.76Sep 15, 2026	Unavailable
AMD	Not reported	None	Unavailable	Unavailable	$504.20Sep 15, 2026	Unavailable
A	Not reported	None	Unavailable	Unavailable	$150.27Sep 15, 2026	Unavailable
AKAM	Not reported	None	Unavailable	Unavailable	$105.40Sep 15, 2026	Unavailable
ALB	Not reported	None	Unavailable	Unavailable	$113.45Sep 15, 2026	Unavailable
ALNY	Not reported	None	Unavailable	Unavailable	$238.27Sep 15, 2026	Unavailable
GOOGL	Not reported	None	Unavailable	Unavailable	$344.98Sep 15, 2026	Unavailable
GOOG	Not reported	None	Unavailable	Unavailable	$341.43Sep 15, 2026	Unavailable
AMZN	Not reported	None	Unavailable	Unavailable	$248.42Sep 15, 2026	Unavailable
AEO	Not reported	None	Unavailable	Unavailable	$14.81Sep 15, 2026	Unavailable
AXP	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
AIG	Not reported	None	Unavailable	Unavailable	$75.98Sep 15, 2026	Unavailable
AMT	Not reported	None	Unavailable	Unavailable	$177.71Sep 15, 2026	Unavailable
ADI	Not reported	None	Unavailable	Unavailable	$361.35Sep 15, 2026	Unavailable
AAPL	Not reported	None	Unavailable	Unavailable	$331.34Sep 15, 2026	Unavailable
AMAT	Not reported	None	Unavailable	Unavailable	$421.17Sep 15, 2026	Unavailable
APP	Not reported	None	Unavailable	Unavailable	$331.46Sep 15, 2026	Unavailable
APTV	Not reported	None	Unavailable	Unavailable	$43.75Sep 15, 2026	Unavailable
ACGL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ARES	Not reported	None	Unavailable	Unavailable	$129.10Sep 15, 2026	Unavailable
ANET	Not reported	None	Unavailable	Unavailable	$192.84Sep 15, 2026	Unavailable
T	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ADSK	Not reported	None	Unavailable	Unavailable	$226.50Sep 15, 2026	Unavailable
ADP	Not reported	None	Unavailable	Unavailable	$276.53Sep 15, 2026	Unavailable
AZO	Not reported	None	Unavailable	Unavailable	$2860.25Sep 15, 2026	Unavailable
AVB	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
AXON	Not reported	None	Unavailable	Unavailable	$442.08Sep 15, 2026	Unavailable
BALL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
BAC	Not reported	None	Unavailable	Unavailable	$59.52Sep 15, 2026	Unavailable
BRK.A	Not reported	None	Unavailable	Unavailable	$773825.01Sep 15, 2026	Unavailable
BLK	Not reported	None	Unavailable	Unavailable	$1058.66Sep 15, 2026	Unavailable
BA	Not reported	None	Unavailable	Unavailable	$209.69Sep 15, 2026	Unavailable
BKNG	Not reported	None	Unavailable	Unavailable	$171.32Sep 15, 2026	Unavailable
BSX	Not reported	None	Unavailable	Unavailable	$43.87Sep 15, 2026	Unavailable
BMY	Not reported	None	Unavailable	Unavailable	$63.73Sep 15, 2026	Unavailable
AVGO	Not reported	None	Unavailable	Unavailable	$339.27Sep 15, 2026	Unavailable
BKE	Not reported	None	Unavailable	Unavailable	$39.65Sep 15, 2026	Unavailable
CDNS	Not reported	None	Unavailable	Unavailable	$273.96Sep 15, 2026	Unavailable
CCL	Not reported	None	Unavailable	Unavailable	$22.11Sep 15, 2026	Unavailable
CWST	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
CAT	Not reported	None	Unavailable	Unavailable	$783.54Sep 15, 2026	Unavailable
CBOE	Not reported	None	Unavailable	Unavailable	$270.44Sep 15, 2026	Unavailable
COR	Not reported	None	Unavailable	Unavailable	$323.29Sep 15, 2026	Unavailable
CNC	Not reported	None	Unavailable	Unavailable	$67.66Sep 15, 2026	Unavailable
SCHW	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
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
FI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fiserv, Inc. Common Stock (FI) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 567 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
LNG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cheniere Energy, Inc. Common Stock (LNG) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 568 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
DVN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Devon Energy Corporation Common Stock (DVN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 569 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
GOOGL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 570 · Annual not_reported · S · $100,001 - $250,000	May 12, 2025	Sep 14, 2026
CRM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Salesforce, Inc. Common Stock (CRM) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 571 · Annual not_reported · S · $15,001 - $50,000	May 12, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 572 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
SPGI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S&P Global Inc. Common Stock (SPGI) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 573 · Annual not_reported · S · $50,001 - $100,000	May 12, 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) $50,001 - $100,000 Original ↗ · Row 574 · Annual not_reported · S · $50,001 - $100,000	May 12, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 575 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
VRTX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 576 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
SNOW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 577 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
DAL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 578 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
HAL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Halliburton Company Common Stock (HAL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 579 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
TJX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ TJX Companies, Inc. (TJX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 580 · Annual not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 14, 2026
BMY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 581 · Annual not_reported · S · $15,001 - $50,000	May 12, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 582 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
CVS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CVS Health Corporation Common Stock (CVS) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 583 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
AMT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Tower Corporation (AMT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 584 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
WMT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walmart Inc. Common Stock (WMT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 585 · Annual not_reported · S · $100,001 - $250,000	May 12, 2025	Sep 14, 2026
HUBB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hubbell Inc Common Stock (HUBB) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 586 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
LOW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 587 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
DHR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Danaher Corporation Common Stock (DHR) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 588 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
SCHW — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charles Schwab Corporation (SCHW) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 589 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
PG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Procter & Gamble Company (PG) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 590 · Annual not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 14, 2026
ADBE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Adobe Inc. - Common Stock (ADBE) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 591 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
KO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coca-Cola Company (KO) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 592 · Annual not_reported · S · $100,001 - $250,000	May 12, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 593 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
ABT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Abbott Laboratories Common Stock (ABT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 594 · Annual not_reported · S · $50,001 - $100,000	May 12, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 595 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
GOOG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 596 · Annual not_reported · S · $100,001 - $250,000	May 12, 2025	Sep 14, 2026
CDNS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 597 · Annual not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 14, 2026
PM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Philip Morris International Inc Common Stock (PM) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 598 · Annual not_reported · S · $100,001 - $250,000	May 12, 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	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 599 · Annual not_reported · S · $100,001 - $250,000	May 12, 2025	Sep 14, 2026
GE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Aerospace Common Stock (GE) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 600 · Annual not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 14, 2026
AMZN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $250,001 - $500,000 Original ↗ · Row 601 · Annual not_reported · S · $250,001 - $500,000	May 12, 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 602 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
T — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AT&T Inc. (T) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 603 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
CMCSA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 604 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
LLY — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 605 · Annual not_reported · S · $100,001 - $250,000	May 12, 2025	Sep 14, 2026
FTNT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 606 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
UVSP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Univest Financial Corporation - Common Stock (UVSP) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 607 · Annual not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 14, 2026
RUSHB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rush Enterprises, Inc. - Class B Common Stock (RUSHB) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 608 · Annual not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 14, 2026
MMM — 3M Company Common Stock (MMM) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 11, 2026
ABT — Abbott Laboratories Common Stock (ABT) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 2 · Ptr not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 11, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 11, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 5 · Ptr not_reported · S · $50,001 - $100,000	May 12, 2025	Sep 11, 2026
A — Agilent Technologies, Inc. Common Stock (A) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 7 · Ptr not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 11, 2026
AKAM — Akamai Technologies, Inc. - Common Stock (AKAM) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 11, 2026
ALB — Albemarle Corporation Common Stock (ALB) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 9 · Ptr not_reported · S · $15,001 - $50,000	May 12, 2025	Sep 11, 2026
ALNY — Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 10 · Ptr not_reported · S · $15,001 - $50,000	May 12, 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