Jefferson Shreve net worth
RepublicanIn office
House of Representatives · Indiana · 574 trades
- 574
- Trades
- Latest filing
- BLK
- Most traded
Updated August 22, 2025 · Source: Clerk of the House
Short answer: Based on the annual report for 2025, we estimate Jefferson Shreve's net worth at $731.8 million (at least): reported assets minus liabilities. Most of it is in options, corporate bond and mutual funds.
- $174,000
- Salary per year
- $731.8 million
- Estimated net worth
- the annual salary
- 4,206 times
- That is
Jefferson Shreve's estimated net worth per year
Estimated net worthRange according to the same filing
Show figures per year
| Year | Estimated net worth |
|---|---|
| 2025 | $731.8 million |
Salary
$174,000per year (member of Congress)
Net worth
$731.8 millionestimated net worth (at least)
Whose name the assets are in
100%in own name
Insider trading: what the data shows
556 of 574reported within 45 days
Reported assets
| Name | Type | Amount | Owner |
|---|---|---|---|
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX | Corporate bond | None | Self |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX | Corporate bond | None | Self |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX | Corporate bond | None | Self |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Barrier Note SPX/RTY | Corporate bond | None | Self |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ Barclays 2 yr Digital Note INDU/RTY | Corporate bond | None | Self |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 yr Dual Direction Buffered Note SPX | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 yr Barrier Note INDU/RTY | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 yr Barrier Note INDU/NDX/RTY | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | Mutual fund | up to $50M | Self |
| A. Advisory Account holding Structured Notes ⇒ Insured Bank Deposit Program | Bank accounts | up to $250K | Self |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-year auto callable buffer note RTY- December 2025 | Government bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 | Corporate bond | up to $25M | Self |
| A. Advisory Account holding Structured Notes ⇒ Morgan Stanley 2.5 yr Dual Direction Buffered Note INDU/NDX | Corporate bond | None | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Dual Direction Trigger | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Trigger | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity Russell 2000 Cap Rate | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity S&P 500 Trigger Rate | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Equitable S&P 500 Dual Direction Trigger | Options | up to $5M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 Annual cap rate | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation | Options | up to $5M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 3 year First Trust Cap Strength | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust American Leadership | Options | up to $5M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust Cap Strength | Options | up to $5M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity - S&P 500 trigger | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity S&P 500 Cap | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer | Options | up to $5M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer | Options | up to $5M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Particpation | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Trigger Rate Plus | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year S&P 500 Index | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Options | up to $25M | Self |
| B. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered Annuity S&P 500 with enhanced particpation | Options | up to $25M | Self |
| C. Fixed Indexed Annuity ⇒ AIG Power Protector S&P 500 point-to-point | Other | up to $25M | Self |
| C. Fixed Indexed Annuity ⇒ Athene Accumulator S&P 500 point-to-point | Other | up to $25M | Self |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 point-to-point | Other | up to $25M | Self |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 trigger | Other | up to $25M | Self |
| C. Fixed Indexed Annuity ⇒ Lincoln Optiblend 5 S&P 500 Trigger | Other | up to $25M | Self |
| C. Fixed Indexed Annuity ⇒ Mass Mutual S&P 500 point-to-point | Other | up to $25M | Self |
| D. Opportunity Zone Funds ⇒ Cantor Fitzgerald Opportunity Zone Fund | Other | up to $25M | Self |
| D. Opportunity Zone Funds ⇒ Griffin Capital Opportunity Zone Fund III | Other | up to $25M | Self |
| D. Opportunity Zone Funds ⇒ Inland Self Storage Opportunity Zone Fund | Other | up to $5M | Self |
| D. Opportunity Zone Funds ⇒ Inland Student Housing Opportunity Zone Fund | Other | up to $25M | Self |
| D. Opportunity Zone Funds ⇒ Pacific Oak Opportunity Zone Fund | Other | up to $5M | Self |
| E. Pershing Brokerage Account ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | Mutual fund | None | Self |
| E. Pershing Brokerage Account ⇒ Insured Bank Deposit Program | Bank accounts | up to $100K | Self |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Capital Strength | Options | up to $100K | Self |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Russell 2000 | Options | up to $100K | Self |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year S&P 500 | Options | up to $250K | Self |
| F. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd Cl A (PTLAX) | Mutual fund | up to $500K | Self |
| G. Old National Bank Accounts ⇒ ONB Joint Checking | Bank accounts | up to $1M | Self |
| G. Old National Bank Accounts ⇒ ONB Money Market | Bank accounts | up to $50M | Self |
| G. Old National Bank Accounts ⇒ ONB Perry Properties Checking Account | Bank accounts | up to $500K | Self |
| G. Old National Bank Accounts ⇒ ONB Personal Checking | Bank accounts | up to $5M | Self |
| G. Old National Bank Accounts ⇒ Shreve & Company Checking | Bank accounts | up to $250K | Self |
| G. Old National Bank Accounts ⇒ Storage Express Construction Checking | Bank accounts | up to $500K | Self |
| H. Chase Bank Checking Account ⇒ Chase Bank Checking Account | Bank accounts | up to $500K | Self |
| I. EXR OP Units Account ⇒ Extra Space Storage Inc (EXR) | Stocks | over $50M | Self |
| J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. (NWBI) | Stocks | up to $50K | Self |
| K. Perry Properties LLC ⇒ Residential Property 1 | Real estate | up to $250K | Self |
| K. Perry Properties LLC ⇒ Residential Property 2 | Real estate | up to $250K | Self |
| K. Perry Properties LLC ⇒ Residential Property 3 | Business interest | up to $250K | Self |
| K. Perry Properties LLC ⇒ Residential Property 4 | Business interest | up to $500K | Self |
| L. Breffnimor LLC ⇒ Residential Property 1 | Business interest | up to $5M | Self |
| M. Carmichael Center LP ⇒ Residential Property 1 | Business interest | up to $5M | Self |
| N. Storage Express Construction ⇒ Storage Express Construction LLC | Business interest | up to $500K | Self |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy I - S&P 500 | Other | up to $25M | Self |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy II - S&P 500 | Other | up to $1M | Self |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy III - S&P 500 | Other | up to $50K | Self |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy IV - S&P 500 | Other | up to $100K | Self |
| O. Universal Indexed Life Insurance ⇒ Nationwide Life Insurance Policy - S&P 500 | Other | up to $25M | Self |
| O. Universal Indexed Life Insurance ⇒ Protective Life Insurance - S&P 500 | Other | up to $15K | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 1. Charitable Remainder Trust #2 Description | Other | None | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Columbia Emerging Markets Bond Fund (Class A) (REBAX) | Mutual fund | up to $1M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CRT - NIMCRUT | Other | None | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Contrafund K6 (FLCNX) | Mutual fund | up to $5M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | Mutual fund | up to $100K | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program | Bank accounts | up to $15K | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JPMorgan Core Bond A (PGBOX) | Mutual fund | up to $5M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) | Mutual fund | up to $5M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ LVIP Franklin Templeton Mult-Factor Emerging Markets Equity Fund | Other | up to $1M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Macquarie Opportunity Fund Institutional (FIVUX) | Mutual fund | up to $5M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SSGA S&P 500 Index Fd (SVSPX) | Mutual fund | up to $5M | Self |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Templeton Foreign Fund (Class A) (TEMFX) | Mutual fund | up to $5M | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 1. Charitable Remainder Trust #1 Description | Other | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 3M Company (MMM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Abbott Laboratories (ABT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AbbVie Inc. (ABBV) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Adobe Inc. (ADBE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Advanced Micro Devices, Inc. (AMD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Agilent Technologies, Inc. (A) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Akamai Technologies, Inc. (AKAM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Albemarle Corporation (ALB) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alnylam Pharmaceuticals, Inc. (ALNY) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. (GOOGL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amazon.com, Inc. (AMZN) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Eagle Outfitters, Inc. (AEO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Express Company (AXP) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American International Group, Inc. New (AIG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Tower Corporation (AMT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Analog Devices, Inc. (ADI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Apple Inc. (AAPL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applied Materials, Inc. (AMAT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applovin Corporation (APP) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Aptiv PLC Ordinary Shares (APTV) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arch Capital Group Ltd. (ACGL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ares Management Corporation (ARES) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arista Networks, Inc. (ANET) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AT&T Inc. (T) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Autodesk, Inc. (ADSK) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Automatic Data Processing, Inc. (ADP) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AutoZone, Inc. (AZO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AvalonBay Communities, Inc. (AVB) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Axon Enterprise, Inc. (AXON) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ball Corporation (BALL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bank of America Corporation (BAC) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Berkshire Hathaway Inc. (BRK.A) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ BlackRock, Inc. (BLK) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boeing Company (BA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Booking Holdings Inc. (BKNG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boston Scientific Corporation (BSX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bristol-Myers Squibb Company (BMY) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Broadcom Inc. (AVGO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Buckle, Inc. (BKE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cadence Design Systems, Inc. (CDNS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Carnival Corporation (CCL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Casella Waste Systems, Inc. (CWST) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caterpillar, Inc. (CAT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cboe Global Markets, Inc. (CBOE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cencora, Inc. (COR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Centene Corporation (CNC) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charles Schwab Corporation (SCHW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charter Communications, Inc. (CHTR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cheniere Energy, Inc. (LNG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chevron Corporation (CVX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chipotle Mexican Grill, Inc. (CMG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cintas Corporation (CTAS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cisco Systems, Inc. (CSCO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Citigroup Inc 5.875 2033-02-22 | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Citizens Financial Group, Inc. (CFG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Clorox Company (CLX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cloudflare, Inc. (NET) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CME Group Inc. (CME) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CNO Financial Group, Inc. (CNO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coca-Cola Company (KO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast 6.50%maturing 11/15/35 | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast Corporation (CMCSA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ConocoPhillips (COP) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Constellation Energy Corporation (CEG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Copart, Inc. (CPRT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Costco Wholesale Corporation (COST) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coterra Energy Inc. (CTRA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CrowdStrike Holdings, Inc. (CRWD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Crown Castle Inc. (CCI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CRT - Standard Unit Trust | Other | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CSX Corporation (CSX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CVS Health Corporation (CVS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Danaher Corporation (DHR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Deere & Company (DE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Delta Air Lines, Inc. (DAL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Denton Tx Ctfs Oblig 01 May 2017 5% Feb 2029 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Devon Energy Corporation (DVN) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Discover Financial Services (DFS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ District Columbia Income Tax Rev 5.000 2032-03-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Dollar General Corporation (DG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ DoorDash, Inc. (DASH) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ecolab Inc. (ECL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Edwards Lifesciences Corporation (EW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Elevance Health, Inc. (ELV) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Eli Lilly and Company (LLY) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ EPAM Systems, Inc. (EPAM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | Mutual fund | up to $100K | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity National Information Services, Inc. (FIS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ First Busey Corporation (BUSE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fortinet, Inc. (FTNT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Aerospace (GE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Vernova Inc. (GEV) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ General Motors Financial 2.35 2031-101-08/ 37045xde3 | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Goldman Sachs Group, Inc. (GS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Grand Praire Tex 5.0000 2032-02-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Halliburton Company (HAL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hanover Insurance Group Inc (THG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Highwoods Properties, Inc. (HIW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ HNI Corporation (HNI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home BancShares, Inc. (HOMB) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home Depot, Inc. (HD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Honeywell International Inc. (HON) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hope Bancorp, Inc. (HOPE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Houston Tex 5.000 2031-03-01/ 4423315C4 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hubbell Inc (HUBB) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDACORP, Inc. (IDA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDEX Corporation (IEX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program | Bank accounts | up to $15K | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ International Business Machines Corporation (IBM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuit Inc. (INTU) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuitive Surgical, Inc. (ISRG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JP Morgan Chase & Co. (JPM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Kansas City MO 4.0000 2030-02-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Kroger Company (KR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lam Research Corporation (LRCX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Laredo TEX 5.000 2031-2-15/ 516824JB6 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lazard, Inc. (LAZ) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lennar Corporation (LEN) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Linde plc - Ordinary Shares (LIN) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Littelfuse, Inc. (LFUS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lowe's Companies, Inc. (LOW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ lululemon athletica inc. (LULU) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marathon Petroleum Corporation (MPC) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marvell Technology, Inc. (MRVL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Mastercard Incorporated (MA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Match Group, Inc. (MTCH) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McDonald's Corporation (MCD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McKesson Corporation (MCK) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Merck & Company, Inc. (MRK) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Meta Platforms, Inc. (META) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01-01/ 592112UX2 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Microsoft Corporation (MSFT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Minnesota St 5.00000 2025-08-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Morgan Stanley (MS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nasdaq, Inc. (NDAQ) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Netflix, Inc. (NFLX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY Ref-Ser E 27 May 2016 5% Aug 2028 | Government bond | up to $1K | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Newmont Corporation (NEM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nextrata Energy Inc. (NXTA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ NiSource Inc (NI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Occidental Petroleum Corporation (OXY) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ OGE Energy Corp (OGE) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Old Republic International Corporation (ORI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Oracle Corporation (ORCL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Oviedo FLA Util Rev 5.0000 2032-10-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Palantir Technologies Inc. (PLTR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Palo Alto Networks, Inc. (PANW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PayPal Holdings, Inc. (PYPL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pepsico, Inc. (PEP) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Philip Morris International Inc (PM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Phillips 66 (PSX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Plano TX Indp Sch Dist 16 Feb 2023 5% | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PNC Finl Svc 6.875 10/20/34 '33 FRN | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Primerica, Inc. (PRI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Procter & Gamble Company (PG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Progressive Corporation (PGR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Prologis, Inc. (PLD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Prudential Financial, Inc. (PRU) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PulteGroup, Inc. (PHM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Quanta Services, Inc. (PWR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rapid7, Inc. (RPD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Realty Income Corporation (O) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ross Stores, Inc. (ROST) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Royal Caribbean Cruises Ltd. (RCL) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Royal Gold, Inc. (RGLD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ RTX Corporation (RTX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rush Enterprises, Inc. (RUSHA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S W Allen IN Multi Sch Co 1st Mtge 01 Oct 2020 5% 15 Jul 2029 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S&P Global Inc. (SPGI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Salesforce, Inc. (CRM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SBA Communications Corporation (SBAC) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Schneider National, Inc. (SNDR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Daily Income Trust Government II Fund Class F (TCGXX) | Mutual fund | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) | Mutual fund | up to $25M | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Equity Fund Class F (SEITX) | Mutual fund | up to $5M | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Trust Emerging Markets Equity Fund Class F (SIEMX) | Mutual fund | up to $5M | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Tax-Managed Small/Mid Cap Fund Class F (STMSX) | Mutual fund | up to $5M | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sherwin-Williams Company (SHW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Simon Property Group, Inc. (SPG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Snowflake Inc. (SNOW) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Strategy Inc (MSTR) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Stryker Corporation (SYK) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Synopsys, Inc. (SNPS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sysco Corporation (SYY) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Take-Two Interactive Software, Inc. (TTWO) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Tesla, Inc. (TSLA) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Texas Instruments Incorporated (TXN) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Carlyle Group Inc. (CG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Cigna Group (CI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The J.M. Smucker Company (SJM) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Trade Desk, Inc. (TTD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ TJX Companies, Inc. (TJX) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Trane Technologies plc (TT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Transdigm Group Incorporated (TDG) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Uber Technologies, Inc. (UBER) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Community Banks, Inc. (UCBI) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Parcel Service, Inc. (UPS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Univest Financial Corporation (UVSP) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Verizon Communications Inc. (VZ) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Visa Inc. (V) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 | Government bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walmart Inc. (WMT) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walt Disney Company (DIS) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo & Company (WFC) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo 5.574 07/25/29 '28 Mtn | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo 6.491 10/23/34 '33 MTN | Corporate bond | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Welltower Inc. (HCN) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Western Digital Corporation (WDC) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Williams Companies, Inc. (WMB) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Workday, Inc. (WDAY) | Stocks | None | Self |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Zoom Technologies, Inc. (ZOOM) | Stocks | None | Self |
What members say
From 16,781 filings to 221
16,781congressional trades reported in the past 1.5 years
Experienced traders on our team check every trade
221shared with members since March 2025
Less than 1.5% of filings make the cut.
We check every filing. You get the trades worth acting on.
In the app you only see the trades our team selects after checking them, explained in plain language.
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Frequently asked questions
Questions about Jefferson Shreve
How much is Jefferson Shreve worth?
Based on the annual report for 2025, we estimate Jefferson Shreve's net worth at $731.8 million: the midpoints of the reported assets minus those of the liabilities. Because the filing gives only ranges, it lies between $304.4 million and $1.2 billion.
How much does Jefferson Shreve earn per year?
As a member of Congress, Jefferson Shreve earns $174,000 per year (source: Congressional Research Service, report RL30064).
How do you calculate Jefferson Shreve's net worth?
We take the midpoints of all assets minus the midpoints of all liabilities from the annual report for 2025, with the amounts as reported: assets of $731.8 million and liabilities of $0. A personal residence that produces no income is not reported.
Does Jefferson Shreve's net worth point to insider trading?
A reported trade is not proof of insider trading. Members of Congress must report every trade; 574 disclosed trades of Jefferson Shreve through August 22, 2025 are on this page. We show what was reported. The disclosed trades are in the Jefferson Shreve stock tracker.
Why does this net worth differ from other estimates?
Members of Congress report their assets and liabilities only in amount classes, and some classes have no upper limit. We use the midpoint of each class from the official annual report and subtract the liabilities. A class without an upper limit counts at its lower bound, so for that item the estimate is a minimum. Other estimates often use different assumptions, such as current market values or no deduction for liabilities, which makes them come out higher or lower.
Where does Wolf of Washington get its data?
Wolf of Washington builds and maintains its own database of stock trades by members of Congress: more than 102,000 trades by more than 350 members of Congress, from 2012 through October 28, 2026, updated every business day.
The trades on this page come from that database, which records the official filings with the Clerk of the House. Compiled by Wolf of Washington from the official filings. We show filings through November 3, 2026.
From all those trades, experienced traders on our team pick the ones worth acting on. Of the 16,781 congressional trades reported in the past 1.5 years, we shared 221 with members since March 2025.
A filing gives amounts as one of the fixed official amount classes, for example up to $5M, not an exact amount. We use the midpoint. An open upper bound, such as "Over $50 million", has no upper limit: we count it as its lower bound and call it a minimum, so the real amount can be higher.
Estimated net worth = the midpoints of all assets minus the midpoints of all liabilities, from the annual report for 2025 (filed August 12, 2026).
Because the ranges are so wide, the same filing puts the net worth anywhere between $304.4 million and $1.2 billion. In that upper limit, an open upper bound counts only with its lower bound.
A personal residence is not reported, because a home that produces no income does not have to be listed as an asset on the annual report. The mortgage on it is listed under liabilities. The real net worth can therefore be higher.
For each year we take that year's annual report; if it was amended later, the newest amendment. Sources: the annual financial disclosure reports filed with the Clerk of the House; the trades come from our database, which processes the official periodic transaction reports. Compiled by Wolf of Washington from the official filings.
Information only, not investment advice. Past performance does not guarantee future results. All figures come from public filings by members of the U.S. Congress; amounts are estimates based on the reported ranges.