100% of trades were disclosed within 45 days
The median trade was disclosed 31 days after it was made, and 2 of 585 trades took longer than the STOCK Act deadline.
Jefferson Shreve
Representative
IN-6
Republican
2025 disclosure
Jefferson Shreve (IN-6) disclosed a net worth range between $304.4M and $1.2B in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
585
Since Q1 '25
Purchases
35%
Share of disclosed trades
Avg. disclosure lag
44.5 days
Median 31 days
Filed past 45-day deadline
0.3%
STOCK Act deadline
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
AMAT is the most traded stock
Trades per stock
Purchases
Sales
1.2% of trades carry 13% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$304.4M – $1.2B
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
87
Disclosed liabilities
0
Disclosed net worth band, 2025 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $304.4M – $1.2B |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-05-12 | PEP ST · Pepsico, Inc. (PEP) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | V ST · Visa Inc. (V) | Sell | — CRT - Standard Unit Trust | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | APP ST · Applovin Corporation - Class A Common Stock (APP) F S: New | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | DAL ST · Delta Air Lines, Inc. Common Stock (DAL) F S: New | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | GM ST · General Motors Company Common Stock (GM) F S: New | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | NFLX ST · Netflix, Inc. - Common Stock (NFLX) | Sell | — | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | RTX ST · RTX Corporation Common Stock (RTX) F S: New | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | SNPS ST · Synopsys, Inc. - Common Stock (SNPS) F S: New | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | HD ST · Home Depot, Inc. (HD) F S: New | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | LRCX ST · Lam Research Corporation - Common Stock (LRCX) F S: New | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | MA ST · Mastercard Incorporated Common Stock (MA) F S: New | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) F S: New | Sell | — | $250K - $500K | 2025-06-22 | 41d |
| 2025-05-12 | CBOE ST · Cboe Global Markets, Inc. (CBOE) F S: New | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | MMM ST · 3M Company Common Stock (MMM) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | ABT ST · Abbott Laboratories Common Stock (ABT) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | ADBE ST · Adobe Inc. - Common Stock (ADBE) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | AMD ST · Advanced Micro Devices, Inc. (AMD) | Sell | — CRT - Standard Unit Trust | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | A ST · Agilent Technologies, Inc. Common Stock (A) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | AKAM ST · Akamai Technologies, Inc. - Common Stock (AKAM) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | ALB ST · Albemarle Corporation Common Stock (ALB) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | ALNY ST · Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | — CRT - Standard Unit Trust | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | GOOG ST · Alphabet Inc. - Class C Capital Stock (GOOG) | Sell | — CRT - Standard Unit Trust | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Sell | — CRT - Standard Unit Trust | $250K - $500K | 2025-06-22 | 41d |
| 2025-05-12 | AEO ST · American Eagle Outfitters, Inc. Common Stock (AEO) | Sell | — CRT - Standard Unit Trust | $15K - $50K | 2025-06-22 | 41d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
10 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| RPD | 1,771 | $26.4K | 3.5% |
| BUSE | 1,295 | $39.3K | 5.2% |
| HIW | 1,233 | $37.6K | 5.0% |
| NEM | 784 | $85.3K | 11.4% |
| EXPO | 372 | $28.8K | 3.8% |
| XOM | 303 | $55.5K | 7.4% |
| AMAT | 276 | $104.2K | 13.9% |
| GE | 191 | $54.5K | 7.3% |
| AEO | 171 | $3.1K | 0.4% |
| ORCL | 146 | $18.5K | 2.5% |
| LOW | 145 | $28.8K | 3.8% |
| LFUS | 115 | $40.3K | 5.4% |
| MCD | 106 | $26.4K | 3.5% |
| AMGN | 100 | $44.1K | 5.9% |
| DG | 78 | $10.3K | 1.4% |
| BALL | 77 | $5K | 0.7% |
| APP | 70 | $18.2K | 2.4% |
| ECL | 69 | $20K | 2.7% |
| PSX | 63 | $17.7K | 2.4% |
| VRTX | 58 | $30.5K | 4.1% |
| COP | 38 | $5.7K | 0.8% |
| MPC | 35 | $16K | 2.1% |
| MSTR | 35 | $5.1K | 0.7% |
| CNC | 34 | $2.4K | 0.3% |
| AKAM | 31 | $2.9K | 0.4% |
| HNI | 30 | $1.4K | 0.2% |
| MTCH | 23 | $1K | 0.1% |
| ACGL | 19 | $2K | 0.3% |
| HRI | 18 | $2.3K | 0.3% |
| PHM | 15 | $1.8K | 0.2% |
| AXON | 14 | $5.8K | 0.8% |
| CCI | 13 | $1.1K | 0.2% |
| AIG | 9 | $744 | 0.1% |
| PRU | 7 | $765 | 0.1% |
| ELV | 6 | $2.8K | 0.4% |
| CI | 5 | $1.5K | 0.2% |
| SHW | 4 | $1.2K | 0.2% |
| CRL | 3 | $954 | 0.1% |
Assets and liabilities
Disclosed assets
The assets Jefferson Shreve itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
87
Total disclosed (band)
$304.4M – $1.2B
| Description | Type | Income | Value |
|---|---|---|---|
| I. EXR OP Units Account ⇒ Extra Space Storage Inc Common Stock (EXR) | ST |
$1M - $5M
Dividends
|
$50M - $50M |
| A. Advisory Account holding Structured Notes ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | MF |
$100K - $1M
Dividends
|
$25M - $50M |
| G. Old National Bank Accounts ⇒ ONB Money Market | BA |
$1M - $5M
Dividends
|
$25M - $50M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 yr Dual Direction Buffered Note SPX | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 yr Barrier Note INDU/RTY | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 yr Barrier Note INDU/NDX/RTY | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | CS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-year auto callable buffer note RTY- December 2025 | GS |
Capital Gains
|
$5M - $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 | CS |
Capital Gains
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Dual Direction Trigger | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Trigger | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity Russell 2000 Cap Rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity S&P 500 Trigger Rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 Annual cap rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 3 year First Trust Cap Strength | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity - S&P 500 trigger | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity S&P 500 Cap | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Particpation | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Trigger Rate Plus | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year S&P 500 Index | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | OP |
Tax-Deferred
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered Annuity S&P 500 with enhanced particpation | OP |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ AIG Power Protector S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Athene Accumulator S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 trigger | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Lincoln Optiblend 5 S&P 500 Trigger | FN |
Tax-Deferred
|
$5M - $25M |
| C. Fixed Indexed Annuity ⇒ Mass Mutual S&P 500 point-to-point | FN |
Tax-Deferred
|
$5M - $25M |
| D. Opportunity Zone Funds ⇒ Cantor Fitzgerald Opportunity Zone Fund | RE |
Capital Gains, Dividends
|
$5M - $25M |
| D. Opportunity Zone Funds ⇒ Griffin Capital Opportunity Zone Fund III | RE |
$100K - $1M
Capital Gains, Dividends
|
$5M - $25M |
| D. Opportunity Zone Funds ⇒ Inland Student Housing Opportunity Zone Fund | RE |
$5K - $15K
Capital Gains, Dividends
|
$5M - $25M |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy I - S&P 500 | OT | — | $5M - $25M |
| O. Universal Indexed Life Insurance ⇒ Nationwide Life Insurance Policy - S&P 500 | OT | — | $5M - $25M |
| 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) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$5M - $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Equitable S&P 500 Dual Direction Trigger | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust American Leadership | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust Cap Strength | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer | OP |
Tax-Deferred
|
$1M - $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer | OP |
Tax-Deferred
|
$1M - $5M |
| D. Opportunity Zone Funds ⇒ Inland Self Storage Opportunity Zone Fund | RE |
$15K - $50K
Capital Gains, Dividends
|
$1M - $5M |
| D. Opportunity Zone Funds ⇒ Pacific Oak Opportunity Zone Fund | RE |
Capital Gains, Dividends
|
$1M - $5M |
| G. Old National Bank Accounts ⇒ ONB Personal Checking | BA |
$15K - $50K
Interest
|
$1M - $5M |
| L. Breffnimor LLC ⇒ Residential Property 1 | OL | — | $1M - $5M |
| M. Carmichael Center LP ⇒ Residential Property 1 | OL | — | $1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Contrafund K6 (FLCNX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JPMorgan Core Bond A (PGBOX) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| 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) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Macquarie Opportunity Fund Institutional (FIVUX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SSGA S&P 500 Index Fd (SVSPX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Templeton Foreign Fund Class A (TEMFX) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Equity Fund Class F (SEITX) | MF |
$100K - $1M
Capital Gains, Dividends, Interest
|
$1M - $5M |
| 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) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| 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) | MF |
$50K - $100K
Capital Gains, Dividends, Interest
|
$1M - $5M |
| G. Old National Bank Accounts ⇒ ONB Joint Checking | BA |
$2.5K - $5K
Interest
|
$500K - $1M |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy II - S&P 500 | OT | — | $500K - $1M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Columbia Emerging Markets Bond Fund Class A (REBAX) | MF |
$15K - $50K
Capital Gains, Dividends, Interest
|
$500K - $1M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ LVIP Franklin Templeton Mult-Factor Emerging Markets Equity Fund | OT |
$15K - $50K
Capital Gains, Dividends, Interest
|
$500K - $1M |
| F. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd Cl A (PTLAX) | MF |
Tax-Deferred
|
$250K - $500K |
| G. Old National Bank Accounts ⇒ ONB Perry Properties Checking Account | BA |
$1K - $2.5K
Interest
|
$250K - $500K |
| G. Old National Bank Accounts ⇒ Storage Express Construction Checking | BA |
$1K - $2.5K
Interest
|
$250K - $500K |
| H. Chase Bank Checking Account ⇒ Chase Bank Checking Account | BA |
$2.5K - $5K
Interest
|
$250K - $500K |
| K. Perry Properties LLC ⇒ Residential Property 4 | OL | — | $250K - $500K |
| N. Storage Express Construction ⇒ Storage Express Construction LLC | OL |
Business Income
|
$250K - $500K |
| A. Advisory Account holding Structured Notes ⇒ Insured Bank Deposit Program | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year S&P 500 | OP |
Tax-Deferred
|
$100K - $250K |
| G. Old National Bank Accounts ⇒ Shreve & Company Checking | BA | — | $100K - $250K |
| K. Perry Properties LLC ⇒ Residential Property 1 | RP | — | $100K - $250K |
| K. Perry Properties LLC ⇒ Residential Property 2 | RP | — | $100K - $250K |
| K. Perry Properties LLC ⇒ Residential Property 3 | OL | — | $100K - $250K |
| E. Pershing Brokerage Account ⇒ Insured Bank Deposit Program | BA |
$201 - $1K
Interest
|
$50K - $100K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Capital Strength | OP |
Tax-Deferred
|
$50K - $100K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Russell 2000 | OP |
Tax-Deferred
|
$50K - $100K |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy IV - S&P 500 | OT | — | $50K - $100K |
| 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) | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| 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) | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy III - S&P 500 | OT | — | $15K - $50K |
| O. Universal Indexed Life Insurance ⇒ Protective Life Insurance - S&P 500 | OT | — | $1K - $15K |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program | BA |
$1 - $200
Interest
|
$1K - $15K |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program | BA |
$1 - $200
Interest
|
$1K - $15K |
| 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 | GS |
$201 - $1K
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.