Kathy E. Manning

D-NC-6 Former representative · North Carolina Democrat In Congress since 2021

212trades · 3 yrs
103buys
109sells
26dmedian wait
0filed late

Kathy E. Manning disclosed 212 trades made since Oct 4, 2023: 103 buys and 109 sales. The most traded name was MDT (7 trades). 200 of them were a spouse's or joint account's. The latest, made Jan 1, 2025, was filed Jan 27, 2025.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

MDT 7 trades 3 buy · 4 sell
AAPL 6 trades 3 buy · 3 sell
AON 6 trades 3 buy · 3 sell
CFG 6 trades 3 buy · 3 sell
CRM 6 trades 6 buy · 0 sell
GOOGL 6 trades 0 buy · 6 sell

Trades

212 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
Seven Bridges Long/Short Equity Fund Series
FundSpouse

Sell · part

$15K–$50K

Traded Jan 1, 2025Filed Jan 27, 2025 26d

↗
Seven Bridges Long/Short Equity Fund Series
Fund

Sell · part

$50K–$100K

Traded Jan 1, 2025Filed Jan 27, 2025 26d

↗
Seven Bridges Long/Short Equity Fund Ltd.
FundSpouse

Sell · part

$15K–$50K

Traded Jan 1, 2025Filed Jan 27, 2025 26d

↗
Seven Bridges Strategic Equity Fund Series
FundSpouse

Sell

$250K–$500K

Traded Dec 31, 2024Filed Jan 27, 2025 27d

↗
Seven Bridges Strategic Equity Fund Series
Fund

Sell

$1M–$5M

Traded Dec 31, 2024Filed Jan 27, 2025 27d

↗
Seven Bridges Multi-Strategy Fund Ltd.
FundSpouse

Sell · part

$100K–$250K

Traded Dec 31, 2024Filed Jan 27, 2025 27d

↗
Seven Bridges Emerging Markets Fund Series
FundSpouse

Sell

$100K–$250K

Traded Dec 31, 2024Filed Jan 27, 2025 27d

↗
Seven Bridges Emerging Markets Fund Series
Fund

Sell

$500K–$1M

Traded Dec 31, 2024Filed Jan 27, 2025 27d

↗
Seven Bridges Long/Short Equity Fund Series
Fund

Sell · part

$100K–$250K

Traded Oct 28, 2024Filed Nov 5, 2024 8d

↗
Seven Bridges Multi-Strategy Fund Ltd.
FundSpouse

Buy

$15K–$50K

Traded Oct 25, 2024Filed Nov 5, 2024 11d

↗
Seven Bridges Long/Short Equity Fund Ltd.
FundSpouse

Sell · part

$15K–$50K

Traded Oct 25, 2024Filed Nov 5, 2024 11d

↗
Silver Point Distressed Opportunity Institutional Partners II, L.P.
Fund

Buy

$15K–$50K

Traded Sep 3, 2024Filed Oct 5, 2024 32d

↗
SB DPC Fund LP
Fund

Buy

$15K–$50K

Traded Aug 29, 2024Filed Sep 4, 2024 6d

↗
SBUXStarbucks Corporation
Spouse

Sell

$1K–$15K

Traded Aug 9, 2024Filed Sep 4, 2024 26d

↗
PFEPfizer, Inc.
Spouse

Sell

$1K–$15K

Traded Aug 9, 2024Filed Sep 4, 2024 26d

↗
Seven Bridges Private Equity Opportunities Fund III LP
Fund

Buy

$15K–$50K

Traded Aug 8, 2024Filed Sep 4, 2024 27d

↗
Seven Bridges Energy Opportunities Fund III LP
Fund

Buy

$50K–$100K

Traded Aug 8, 2024Filed Sep 4, 2024 27d

↗
Seven Bridges Multi-Strategy Fund Ltd.
FundSpouse

Buy

$100K–$250K

Traded Aug 1, 2024Filed Aug 16, 2024 15d

↗
Seven Bridges Long/Short Equity Fund Series
Fund

Sell · part

$500K–$1M

Traded Jul 30, 2024Filed Aug 16, 2024 17d

↗
Seven Bridges Long/Short Equity Fund Ltd.
FundSpouse

Sell · part

$100K–$250K

Traded Jul 26, 2024Filed Aug 16, 2024 21d

↗
WMTWalmart Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
VVisa Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
VVisa Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
TJXTJX Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
SYYSysco Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CRMSalesforce, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CRMSalesforce, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CRMSalesforce, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
QCOMQUALCOMM Incorporated
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
PGProcter & Gamble Company
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
PKGPackaging Corporation of America
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
NVDANVIDIA Corporation
Spouse

Sell · part

$15K–$50K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
NVDANVIDIA Corporation
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
NVDANVIDIA Corporation
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
NKENike, Inc.
Spouse

Sell

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
NKENike, Inc.
Spouse

Sell

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
NKENike, Inc.
Spouse

Sell

$15K–$50K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MSCIMSCI Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MSCIMSCI Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MSFTMicrosoft Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MSFTMicrosoft Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MSFTMicrosoft Corporation
Spouse

Buy

$15K–$50K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MICRDMICRON SOLUTIONS INC NEW
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MRKMerck & Company, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MAMastercard Incorporated
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
MAMastercard Incorporated
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
LMTLockheed Martin Corporation
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
LMTLockheed Martin Corporation
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
LRCXLam Research Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
JNJJohnson & Johnson
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
JNJJohnson & Johnson
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
INTUIntuit Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
HDHome Depot, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
HDHome Depot, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
HDHome Depot, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GRMNGarmin Ltd.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GRMNGarmin Ltd.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GRMNGarmin Ltd.
Spouse

Buy

$50K–$100K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
EXPDExpeditors International of Washington, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
COSTCostco Wholesale Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CMECME Group Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CMECME Group Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CBChubb Limited
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CBChubb Limited
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CBChubb Limited
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CNCCentene Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CNCCentene Corporation
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
CATCaterpillar, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AAPLApple Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AAPLApple Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AAPLApple Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AONAon plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AONAon plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AONAon plc Class A Ordinary Shares
Spouse

Sell · part

$15K–$50K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
AMGNAmgen Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GOOGLAlphabet Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GOOGLAlphabet Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
GOOGLAlphabet Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
APDAir Products and Chemicals, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
APDAir Products and Chemicals, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
ACNAccenture plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
ACNAccenture plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
ABBVAbbVie Inc.
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
ABTAbbott Laboratories
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
ABTAbbott Laboratories
Spouse

Buy

$1K–$15K

Traded Jul 2, 2024Filed Aug 16, 2024 45d

↗
WUWestern Union Company
Spouse

Sell

$1K–$15K

Traded Jun 13, 2024Filed Jul 6, 2024 23d

↗
Seven Bridges Long/Short Equity Fund Series
FundSpouse

Sell · part

$500K–$1M

Traded May 3, 2024Filed May 22, 2024 19d

↗
PayJoy Asset Fund LLC
FundSpouse

Buy

$100K–$250K

Traded Apr 30, 2024Filed May 3, 2024 3d

↗
Seven Bridges Multi-Strategy Fund Ltd.
FundSpouse

Buy

$100K–$250K

Traded Apr 22, 2024Filed May 22, 2024 30d

↗
Seven Bridges Long/Short Equity Fund Ltd.
FundSpouse

Sell · part

$100K–$250K

Traded Apr 22, 2024Filed May 22, 2024 30d

↗
SB DPC Fund LP
FundSpouse

Buy

$100K–$250K

Traded Feb 21, 2024Filed Mar 4, 2024 12d

↗
Seven Bridges Multi-Strategy Fund Ltd.
FundSpouse

Buy

$250K–$500K

Traded Feb 1, 2024Filed Feb 6, 2024 5d

↗
Abdiel Qualified Onshore Partners, LP
FundSpouse

Buy

$500K–$1M

Traded Feb 1, 2024Filed Feb 6, 2024 5d

↗
Seven Bridges Long/Short Equity Fund Series
FundSpouse

Sell · part

Over $1M

Traded Jan 29, 2024Filed Feb 6, 2024 8d

↗
Seven Bridges Long/Short Equity Fund Ltd.
FundSpouse

Sell · part

$250K–$500K

Traded Jan 29, 2024Filed Feb 6, 2024 8d

↗
WMTWalmart Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
WMTWalmart Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
VVisa Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
TJXTJX Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
TJXTJX Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
TJXTJX Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
SYYSysco Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
SYYSysco Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
SBUXStarbucks Corporation
Spouse

Sell

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
SBUXStarbucks Corporation
Spouse

Sell

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
SBUXStarbucks Corporation
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CRMSalesforce, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CRMSalesforce, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CRMSalesforce, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
QCOMQUALCOMM Incorporated
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
QCOMQUALCOMM Incorporated
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
PGProcter & Gamble Company
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
PGProcter & Gamble Company
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
PGProcter & Gamble Company
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
PKGPackaging Corporation of America
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
NKENike, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
NKENike, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
NKENike, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MSCIMSCI Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MSCIMSCI Inc.
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MSCIMSCI Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MSFTMicrosoft Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MSFTMicrosoft Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MSFTMicrosoft Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MUMicron Technology, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MUMicron Technology, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MUMicron Technology, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MRKMerck & Company, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MRKMerck & Company, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MRKMerck & Company, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MAMastercard Incorporated
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MAMastercard Incorporated
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
MAMastercard Incorporated
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
LMTLockheed Martin Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
LMTLockheed Martin Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
LRCXLam Research Corporation
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
LRCXLam Research Corporation
Spouse

Sell · part

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
LRCXLam Research Corporation
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
JPMJP Morgan Chase & Co.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
JPMJP Morgan Chase & Co.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
JNJJohnson & Johnson
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
INTUIntuit Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
INTUIntuit Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
INTUIntuit Inc.
Spouse

Sell · part

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GISGeneral Mills, Inc.
Spouse

Sell

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GISGeneral Mills, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GISGeneral Mills, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
COSTCostco Wholesale Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
COSTCostco Wholesale Corporation
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
COSTCostco Wholesale Corporation
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CMECME Group Inc. - Class A
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CFGCitizens Financial Group, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CFGCitizens Financial Group, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CFGCitizens Financial Group, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CBChubb Limited
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CATCaterpillar, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CATCaterpillar, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
CATCaterpillar, Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AAPLApple Inc.
Spouse

Sell · part

$15K–$50K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AAPLApple Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AAPLApple Inc.
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AONAon plc Class A Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AONAon plc Class A Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AONAon plc Class A Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
AMGNAmgen Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GOOGLAlphabet Inc. - Class A
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GOOGLAlphabet Inc. - Class A
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
GOOGLAlphabet Inc. - Class A
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
ACNAccenture plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
ACNAccenture plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
ACNAccenture plc Class A Ordinary Shares
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
ABBVAbbVie Inc.
Spouse

Buy

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
ABTAbbott Laboratories
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
ABTAbbott Laboratories
Spouse

Sell · part

$1K–$15K

Traded Jan 23, 2024Filed Feb 6, 2024 14d

↗
Seven Bridges Private Equity Opportunities Fund III LP
FundSpouse

Buy

$15K–$50K

Traded Jan 8, 2024Filed Feb 6, 2024 29d

↗
Seven Bridges Energy Opportunities Fund III LP
FundSpouse

Buy

$15K–$50K

Traded Jan 8, 2024Filed Feb 6, 2024 29d

↗
SB Venture Select Fund LP
FundSpouse

Buy

$100K–$250K

Traded Jan 8, 2024Filed Feb 6, 2024 29d

↗
J. Goldman, L.P.
Fund

Buy

$500K–$1M

Traded Jan 1, 2024Filed Jan 12, 2024 11d

↗
J. Goldman, L.P.
FundSpouse

Buy

$100K–$250K

Traded Jan 1, 2024Filed Jan 12, 2024 11d

↗
Seven Bridges Multi-Strategy Fund Series
Fund

Sell · part

$500K–$1M

Traded Dec 31, 2023Filed Jan 12, 2024 12d

↗
Seven Bridges Multi-Strategy Fund Series
FundSpouse

Sell · part

$100K–$250K

Traded Dec 31, 2023Filed Jan 12, 2024 12d

↗
Seven Bridges Multi-Strategy Fund LP
FundSpouse

Sell

Over $1M

Traded Dec 31, 2023Filed Jan 12, 2024 12d

↗
DISWalt Disney Company
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
DISWalt Disney Company
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
DISWalt Disney Company
Spouse

Sell

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
PFEPfizer, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
PFEPfizer, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
PFEPfizer, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
PYPLPayPal Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
PYPLPayPal Holdings, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
PYPLPayPal Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Sell

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
MDTMedtronic plc. Ordinary Shares
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
ELEstee Lauder Companies, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
ELEstee Lauder Companies, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
ELEstee Lauder Companies, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
CFGCitizens Financial Group, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
CFGCitizens Financial Group, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
CFGCitizens Financial Group, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
Seven Bridges Multi-Strategy Fund Ltd.
OtherSpouse

Buy

$100K–$250K

Traded Nov 1, 2023Filed Dec 6, 2023 35d

↗
Seven Bridges Long/Short Equity Fund Series
Other

Sell · part

$500K–$1M

Traded Nov 1, 2023Filed Dec 6, 2023 35d

↗
Seven Bridges Long/Short Equity Fund Series
OtherSpouse

Sell · part

$250K–$500K

Traded Nov 1, 2023Filed Dec 6, 2023 35d

↗
Seven Bridges Long/Short Equity Fund Ltd.
OtherSpouse

Sell · part

$100K–$250K

Traded Nov 1, 2023Filed Dec 6, 2023 35d

↗

Reported holdings

2023 annual report · filed Jul 29, 2024 · values at year end, in the ranges disclosed

Original

$29.4M+ sum of 349 disclosed ranges

Private business 14
Fund 157
Other 15
Stock 146
Real estate 6
Cash 11

AssetOwner Value
Seven Bridges Multi-Strategy Fund SeriesPrivate businessRandall R. Kaplan Irrevocable GST FBO Kathy Manning & Des...Self$5M–$25M
Seven Bridges Long/Short Equity Fund SeriesOther2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R...Spouse$1M–$5M
Seven Bridges Multi-Strategy Fund Ltd.Private businessRRK Charitable Trust U/A 11/28/00 #2Spouse$1M–$5M
Seven Bridges Multi-Strategy Fund SeriesOther2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R...Spouse$1M–$5M
Seven Bridges Strategic Equity Fund SeriesOtherRandall R. Kaplan Irrevocable GST FBO Kathy Manning & Des...Self$1M–$5M
Elm Street Hotel, LLCReal estateElm Street Hotel IISpouseOver $1M
SPRXXFidelity Money Market FundFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...SpouseOver $1M
SPRXXFidelity Money Market FundFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$500K–$1M
Investment in Commercial PropertyReal estateRegent Holdings, LLCSpouse$500K–$1M
Seven Bridges Emerging Markets Fund SeriesPrivate businessRandall R. Kaplan Irrevocable GST FBO Kathy Manning & Des...Self$500K–$1M
Seven Bridges Long/Short Equity Fund Ltd.OtherRRK Charitable Trust U/A 11/28/00 #2Spouse$500K–$1M
Seven Bridges Long/Short Equity Fund SeriesPrivate businessRandall R. Kaplan Irrevocable GST FBO Kathy Manning & Des...Self$500K–$1M
VFVAVanguard U.S. Value Factor ETFFundCharles Schwab - O'Shaughnessy Asset ManagementJoint$500K–$1M
Wonder Media Network, LLCPrivate businessSpouse$500K–$1M
USMViShares MSCI USA Min Vol Factor ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$500K–$1M
IWBiShares Russell 1000 ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$500K–$1M
TFLOiShares Treasury Floating Rate Bond ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$500K–$1M
AVDXAvidXchange Holdings, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$250K–$500K
Elm Street Center, LLCReal estateTarco Realty, LLCSpouse$250K–$500K
FDRXXFidelity Cash ReservesFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$250K–$500K
FDRXXFidelity Cash ReservesFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$250K–$500K
Notes ReceivableOtherWLC, LLC (Learning Together)Spouse$250K–$500K
Reservoir Capital Partners, LPPrivate businessSpouse$250K–$500K
Rock Springs Capital Fund LPFundThe 2011 Randall R. Kaplan Living TrustSpouse$250K–$500K
Seven Bridges Private Equity Opportunities Fund II, LPOtherThe 2021 Kathy Manning Irrevocable GST Trust FBO Randall ...Spouse$250K–$500K
Seven Bridges Strategic Equity Fund SeriesOther2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R...Spouse$250K–$500K
Whale Rock Long Opportunities Fund, LPOtherThe 2011 Randall R. Kaplan Living TrustSpouse$250K–$500K
IVViShares Core S&P 500 ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$250K–$500K
IVViShares Core S&P 500 ETFFundMV Capital - GST Exempt Trust #1Spouse$250K–$500K
IVViShares Core S&P 500 ETFFundMV Capital - RRK Roth IRA #1Spouse$250K–$500K
IVViShares Core S&P 500 ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$250K–$500K
IWBiShares Russell 1000 ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$250K–$500K
IWFiShares Russell 1000 Growth ETFFundMV Capital - KEM Roth IRA #1Self$250K–$500K
IWFiShares Russell 1000 Growth ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$250K–$500K
IWDiShares Russell 1000 Value ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$250K–$500K
IWDiShares Russell 1000 Value ETFFundMV Capital - RRK Roth IRA #1Spouse$250K–$500K
IVWiShares S&P 500 Growth ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$250K–$500K
IVWiShares S&P 500 Growth ETFFundMV Capital - GST Exempt Trust #1Spouse$250K–$500K
IVWiShares S&P 500 Growth ETFFundMV Capital - RRK Roth IRA #1Spouse$250K–$500K
IVWiShares S&P 500 Growth ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$250K–$500K
IVEiShares S&P 500 Value ETFFundMV Capital - GST Exempt Trust #1Spouse$250K–$500K
AAPLApple Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
Brown Robin Partners I, LLC (Fund 2)OtherKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
Certificate of Deposit Account Registry ServiceCashJoint$100K–$250K
SBLYXClearBridge Large Cap Growth Fd Class IFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
SBLYXClearBridge Large Cap Growth Fd Class IFundMV Capital - GST Exempt Trust #1Spouse$100K–$250K
FBGRXFidelity Blue Chip Growth FundFundMV Capital - KEM Roth IRA #1Self$100K–$250K
FBGRXFidelity Blue Chip Growth FundFundMV Capital - RRK Roth IRA #1Spouse$100K–$250K
FDRXXFidelity Cash ReservesFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
FDRXXFidelity Cash ReservesFundMV Capital - GST Exempt Trust #1Spouse$100K–$250K
Fidelity VIP Government Money Market PortfolioCashRandall R. Kaplan Irrevocable GST FBO Kathy Manning & Des...Self$100K–$250K
MSFTMicrosoft CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
NVDANVIDIA CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
Next Century Spirits, LLCPrivate businessThe 2011 Randall R. Kaplan Living Trust ⇒ 3i SPV II LLCSpouse$100K–$250K
OFVIXO'Shaughnessy Market Leaders Value Fund - Class IFundCharles Schwab - O'Shaughnessy Asset ManagementJoint$100K–$250K
Pinnacle Bank AccountCashThe 2011 Kathy E Manning Living TrustSelf$100K–$250K
Pinnacle Bank AccountCashThe 2011 Randall R. Kaplan Living TrustSpouse$100K–$250K
RA Capital Healthcare Fund, L.P.FundThe 2011 Randall R. Kaplan Living TrustSpouse$100K–$250K
SBLS SPV LLCOtherThe 2011 Randall R. Kaplan Living TrustSpouse$100K–$250K
XLVSPDR Select Sector Fund - Health CareFundMV Capital - RRK Roth IRA #1Spouse$100K–$250K
XLKSPDR Select Sector Fund - TechnologyFundMV Capital - GST Exempt Trust #1Spouse$100K–$250K
XLKSPDR Select Sector Fund - TechnologyFundMV Capital - KEM Roth IRA #1Self$100K–$250K
XLKSPDR Select Sector Fund - TechnologyFundMV Capital - RRK Roth IRA #1Spouse$100K–$250K
Seven Bridges Emerging Markets Fund SeriesOther2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R...Spouse$100K–$250K
Upper90 Fund II LPFundMV Capital - RRK Roth IRA #1Spouse$100K–$250K
IVViShares Core S&P 500 ETFFundMV Capital - KEM Roth IRA #1Self$100K–$250K
AGGiShares Core U.S. Aggregate Bond ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
USMViShares MSCI USA Min Vol Factor ETFFundMV Capital - GST Exempt Trust #1Spouse$100K–$250K
IWDiShares Russell 1000 Value ETFFundMV Capital - GST Exempt Trust #1Spouse$100K–$250K
IBDPiShares iBonds Dec 2024 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
IBTEiShares iBonds Dec 2024 Term Treasury ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
IBTFiShares iBonds Dec 2025 Term Treasury ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
IBTGiShares iBonds Dec 2026 Term Treasury ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$100K–$250K
ABTAbbott LaboratoriesKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
ACNAccenture plc Class A Ordinary SharesKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
Acquisition Fund 2007 L.P.FundEhrenkranz Partners, LPSpouse$50K–$100K
APDAir Products and Chemicals, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
GOOGLAlphabet Inc. - Class AKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
AONAon plc Class A Ordinary SharesKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
CATCaterpillar, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
CBChubb LimitedKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
ECLEcolab Inc.Wells Fargo BrokerageSpouse$50K–$100K
FDRXXFidelity Cash ReservesFundMV Capital - GST Exempt Trust #2Spouse$50K–$100K
FDRXXFidelity Cash ReservesFundMV Capital - KEM Roth IRA #1Self$50K–$100K
HDHome Depot, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
INTUIntuit Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
Investment in Commercial BuildingReal estateTIC Fincastle BuildingSpouse$50K–$100K
JPMJP Morgan Chase & Co.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
LRCXLam Research CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
MUMicron Technology, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
ProtochipsPrivate businessPiedmont Angel Networks IISpouse$50K–$100K
XLPSPDR Select Sector Fund - Consumer StaplesFundMV Capital - GST Exempt Trust #1Spouse$50K–$100K
XLVSPDR Select Sector Fund - Health CareFundMV Capital - GST Exempt Trust #1Spouse$50K–$100K
XLVSPDR Select Sector Fund - Health CareFundMV Capital - KEM Roth IRA #1Self$50K–$100K
XLUSPDR Select Sector Fund - UtilitiesFundMV Capital - GST Exempt Trust #1Spouse$50K–$100K
Triad Business Bank (TBBC)OtherThe 2021 Kathy Manning Irrevocable GST Trust FBO Randall ...Spouse$50K–$100K
VVisa Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
WMTWalmart Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
IWBiShares Russell 1000 ETFFundMV Capital - GST Exempt Trust #1Spouse$50K–$100K
IWDiShares Russell 1000 Value ETFFundMV Capital - KEM Roth IRA #1Self$50K–$100K
IWDiShares Russell 1000 Value ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IVWiShares S&P 500 Growth ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$50K–$100K
IVEiShares S&P 500 Value ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
IVEiShares S&P 500 Value ETFFundMV Capital - KEM Roth IRA #1Self$50K–$100K
IVEiShares S&P 500 Value ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBDPiShares iBonds Dec 2024 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBTEiShares iBonds Dec 2024 Term Treasury ETFFundMV Capital - GST Exempt Trust #1Spouse$50K–$100K
IBTEiShares iBonds Dec 2024 Term Treasury ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBTFiShares iBonds Dec 2025 Term Treasury ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$50K–$100K
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$50K–$100K
ABBVAbbVie Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
ABTAbbott LaboratoriesMV Capital - GST Exempt Trust #2Spouse$15K–$50K
ACNAccenture plc Class A Ordinary SharesMV Capital - GST Exempt Trust #2Spouse$15K–$50K
Acquisition Fund III L.P.FundEhrenkranz Partners, LPSpouse$15K–$50K
Acquisition Fund V L.P.FundEhrenkranz Partners, LPSpouse$15K–$50K
APDAir Products and Chemicals, Inc.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
GOOGLAlphabet Inc. - Class AMV Capital - GST Exempt Trust #2Spouse$15K–$50K
GOOGAlphabet Inc. - Class C Capital StockKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
AMZNAmazon.com, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
AMGNAmgen Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
AONAon plc Class A Ordinary SharesMV Capital - GST Exempt Trust #2Spouse$15K–$50K
AAPLApple Inc.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
AAPLApple Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
BACBank of America CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
BRBSBlue Ridge Bankshares, Inc.MV Capital - RRK Roth IRA #1Spouse$15K–$50K
Brown Robin Partners LTH I, LLC (Fund 2 LTH)OtherKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
CMECME Group Inc. - Class AKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
CATCaterpillar, Inc.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
CNCCentene CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
ECLEcolab Inc.MV Capital - GST Exempt Trust #1Spouse$15K–$50K
LLYEli Lilly and CompanyKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
EXPDExpeditors International of Washington, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
FDRXXFidelity Cash ReservesFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
FDRXXFidelity Cash ReservesFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
FDRXXFidelity Cash ReservesFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
Fidelity VIP Government Money Market PortfolioCash2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R...Spouse$15K–$50K
GISGeneral Mills, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
Guerilla RF, Inc.Private businessSpouse$15K–$50K
INTUIntuit Inc.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
Investment PropertyReal estateManning Family LPSelf$15K–$50K
Investment in Residential PropertiesReal estateDVS Limited PartnershipSpouse$15K–$50K
JPMJP Morgan Chase & Co.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
JNJJohnson & JohnsonKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
LRCXLam Research CorporationMV Capital - GST Exempt Trust #2Spouse$15K–$50K
LMTLockheed Martin CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
MUMicron Technology, Inc.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
MSFTMicrosoft CorporationMV Capital - GST Exempt Trust #2Spouse$15K–$50K
MSFTMicrosoft CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
MSFTMicrosoft CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
NVDANVIDIA CorporationMV Capital - GST Exempt Trust #2Spouse$15K–$50K
NVDANVIDIA CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
NKENike, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
PKGPackaging Corporation of AmericaKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
Piedmont PharmaceuticalsPrivate businessPiedmont Angel NetworksSpouse$15K–$50K
Pinnacle BankCashCapsule GroupSpouse$15K–$50K
Pinnacle Bank AccountCash2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R...Spouse$15K–$50K
Pinnacle Bank AccountCashKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLCSpouse$15K–$50K
Pinnacle Bank AccountsCashJoint$15K–$50K
PGProcter & Gamble CompanyKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
QCOMQUALCOMM IncorporatedKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
SBLS SPV LLCOtherRRK Charitable Trust U/A 11/28/00 #2Spouse$15K–$50K
XLKSPDR Select Sector Fund - TechnologyFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
SBUXStarbucks CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
SYYSysco CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
TJXTJX Companies, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
VVisa Inc.MV Capital - GST Exempt Trust #2Spouse$15K–$50K
IVViShares Core S&P 500 ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IJHiShares Core S&P Mid-Cap ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IJRiShares Core S&P Small-Cap ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
AGGiShares Core U.S. Aggregate Bond ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
AGGiShares Core U.S. Aggregate Bond ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
AGGiShares Core U.S. Aggregate Bond ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IWFiShares Russell 1000 Growth ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IWMiShares Russell 2000 ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IWOiShares Russell 2000 Growth ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IWNiShares Russell 2000 Value ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IWRiShares Russell Mid-Cap ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IWSiShares Russell Mid-cap Value ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IWPiShares Russell Midcap Growth ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IWPiShares Russell Midcap Growth ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IVEiShares S&P 500 Value ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IVEiShares S&P 500 Value ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IJKiShares S&P Mid-Cap 400 Growth ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IJJiShares S&P Mid-Cap 400 Value ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IJTiShares S&P SmallCap 600 Growth ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IJSiShares S&P SmallCap 600 Value ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDXiShares Trust iShares iBonds Dec 2032 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IBDPiShares iBonds Dec 2024 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDPiShares iBonds Dec 2024 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBDPiShares iBonds Dec 2024 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDPiShares iBonds Dec 2024 Term Corporate ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBTEiShares iBonds Dec 2024 Term Treasury ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBTEiShares iBonds Dec 2024 Term Treasury ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBTEiShares iBonds Dec 2024 Term Treasury ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBTFiShares iBonds Dec 2025 Term Treasury ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBTFiShares iBonds Dec 2025 Term Treasury ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBTFiShares iBonds Dec 2025 Term Treasury ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBTFiShares iBonds Dec 2025 Term Treasury ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBTGiShares iBonds Dec 2026 Term Treasury ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBTGiShares iBonds Dec 2026 Term Treasury ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBTGiShares iBonds Dec 2026 Term Treasury ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBTGiShares iBonds Dec 2026 Term Treasury ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBTHiShares iBonds Dec 2027 Term Treasury ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IBTHiShares iBonds Dec 2027 Term Treasury ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBTHiShares iBonds Dec 2027 Term Treasury ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBTHiShares iBonds Dec 2027 Term Treasury ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundThe 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brok...Self$15K–$50K
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IBDUiShares iBonds Dec 2029 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IBDUiShares iBonds Dec 2029 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDUiShares iBonds Dec 2029 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$15K–$50K
IBDUiShares iBonds Dec 2029 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDUiShares iBonds Dec 2029 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
IBDViShares iBonds Dec 2030 Term Corporate ETFFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$15K–$50K
IBDViShares iBonds Dec 2030 Term Corporate ETFFundMV Capital - GST Exempt Trust #1Spouse$15K–$50K
IBDViShares iBonds Dec 2030 Term Corporate ETFFundMV Capital - RRK Roth IRA #1Spouse$15K–$50K
IBDWiShares iBonds Dec 2031 Term Corporate ETFFundThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$15K–$50K
ABBVAbbVie Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
ABBVAbbVie Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
ABTAbbott LaboratoriesThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
ACNAccenture plc Class A Ordinary SharesThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
Acquisition Fund 2006 L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
Acquisition Fund IV L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
APDAir Products and Chemicals, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
ALLYAlly Financial Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
GOOGLAlphabet Inc. - Class AThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
GOOGAlphabet Inc. - Class C Capital StockMV Capital - GST Exempt Trust #2Spouse$1K–$15K
GOOGAlphabet Inc. - Class C Capital StockThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
AMPAmeriprise Financial, Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
AMGNAmgen Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
AMGNAmgen Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
AMGNAmgen Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
AMGNAmgen Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
AONAon plc Class A Ordinary SharesThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
AAPLApple Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
BACBank of America CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
BACBank of America CorporationMV Capital - RRK Roth IRA #3Spouse$1K–$15K
BBYBest Buy Co., Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
BBYBest Buy Co., Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
BMYBristol-Myers Squibb CompanyKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
CMECME Group Inc. - Class AMV Capital - GST Exempt Trust #2Spouse$1K–$15K
CMECME Group Inc. - Class AThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
CAHCardinal Health, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
CATCaterpillar, Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
CATCaterpillar, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
CNCCentene CorporationMV Capital - GST Exempt Trust #2Spouse$1K–$15K
CNCCentene CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
Charles Schwab - CashCashCharles Schwab - Edgewood Management LLCJoint$1K–$15K
CBChubb LimitedMV Capital - GST Exempt Trust #2Spouse$1K–$15K
CBChubb LimitedThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
CHDChurch & Dwight Company, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
CSCOCisco Systems, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
Consumer PhysicsPrivate businessOurCrowdSpouse$1K–$15K
LLYEli Lilly and CompanyMV Capital - RRK Roth IRA #3Spouse$1K–$15K
EXPDExpeditors International of Washington, Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
EXPDExpeditors International of Washington, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
FDRXXFidelity Cash ReservesFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
FDRXXFidelity Cash ReservesFundMV Capital - RRK Roth IRA #3Spouse$1K–$15K
GISGeneral Mills, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
GISGeneral Mills, Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
GISGeneral Mills, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
HDHome Depot, Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
HDHome Depot, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
INTUIntuit Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
JPMJP Morgan Chase & Co.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
JNJJohnson & JohnsonKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
JNJJohnson & JohnsonMV Capital - GST Exempt Trust #2Spouse$1K–$15K
JNJJohnson & JohnsonThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
KMBKimberly-Clark CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
KRKroger CompanyKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
LRCXLam Research CorporationMV Capital - RRK Roth IRA #3Spouse$1K–$15K
LRCXLam Research CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
LDOSLeidos Holdings, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
LMTLockheed Martin CorporationMV Capital - GST Exempt Trust #2Spouse$1K–$15K
LMTLockheed Martin CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
MAMastercard IncorporatedKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
METMetLife, Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
MUMicron Technology, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
MSFTMicrosoft CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
MSMorgan StanleyKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
NXPINXP Semiconductors N.V.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
NKENike, Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
NKENike, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
OptiVia Medical, LLCPrivate businessPiedmont Angel NetworksSpouse$1K–$15K
Overseas Acquisition Fund II L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
Overseas Acquisition Fund III L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
Overseas Acquisition Fund IV L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
PKGPackaging Corporation of AmericaMV Capital - GST Exempt Trust #2Spouse$1K–$15K
PKGPackaging Corporation of AmericaThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
PFEPfizer, Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
PFEPfizer, Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
PGProcter & Gamble CompanyKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
PGProcter & Gamble CompanyMV Capital - GST Exempt Trust #2Spouse$1K–$15K
PGProcter & Gamble CompanyThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
QCOMQUALCOMM IncorporatedKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
QCOMQUALCOMM IncorporatedMV Capital - GST Exempt Trust #2Spouse$1K–$15K
QCOMQUALCOMM IncorporatedMV Capital - RRK Roth IRA #3Spouse$1K–$15K
QCOMQUALCOMM IncorporatedThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
Real Estate Acquisition Fund L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
XLPSPDR Select Sector Fund - Consumer StaplesFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
XLVSPDR Select Sector Fund - Health CareFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
XLKSPDR Select Sector Fund - TechnologyFundKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
Sensory AnalyticsPrivate businessPiedmont Angel NetworksSpouse$1K–$15K
SBUXStarbucks CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
SBUXStarbucks CorporationMV Capital - GST Exempt Trust #2Spouse$1K–$15K
SBUXStarbucks CorporationMV Capital - RRK Roth IRA #3Spouse$1K–$15K
SBUXStarbucks CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
Stonefield Cellars WineryPrivate businessSpouse$1K–$15K
SYYSysco CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
SYYSysco CorporationMV Capital - GST Exempt Trust #2Spouse$1K–$15K
SYYSysco CorporationThe 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
TJXTJX Companies, Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
TJXTJX Companies, Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
TGTTarget CorporationKathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
Truist AccountsCashSpouse$1K–$15K
Venture Fund L.P.FundEhrenkranz Partners, LPSpouse$1K–$15K
VVisa Inc.Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ...Spouse$1K–$15K
VVisa Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
VOYAVoya Financial, Inc.MV Capital - RRK Roth IRA #3Spouse$1K–$15K
WMTWalmart Inc.MV Capital - GST Exempt Trust #2Spouse$1K–$15K
WMTWalmart Inc.The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Br...Spouse$1K–$15K
WUWestern Union CompanyMV Capital - RRK Roth IRA #3Spouse$1K–$15K
AGGiShares Core U.S. Aggregate Bond ETFFundMV Capital - KEM Roth IRA #1Self$1K–$15K
IVWiShares S&P 500 Growth ETFFundMV Capital - KEM Roth IRA #1Self$1K–$15K
IBTHiShares iBonds Dec 2027 Term Treasury ETFFundMV Capital - KEM Roth IRA #1Self$1K–$15K
IBDViShares iBonds Dec 2030 Term Corporate ETFFundMV Capital - KEM Roth IRA #1Self$1K–$15K
UNPUnion Pacific CorporationMV Capital - RRK Roth IRA #3Spouse$0–$1K
Northern Trust CompanyOtherSpouseUndetermined

Source filings

Every report we read for this page · newest first

Apr 21, 2025 Periodic transaction report 2 trades View original
Jan 27, 2025 Periodic transaction report 8 trades View original
Nov 5, 2024 Periodic transaction report 3 trades View original
Oct 5, 2024 Periodic transaction report 1 trade View original
Sep 4, 2024 Periodic transaction report 5 trades View original
Aug 16, 2024 Periodic transaction report 71 trades View original
Jul 29, 2024 2023 annual report 407 assets View original
Jul 6, 2024 Periodic transaction report 1 trade View original
May 22, 2024 Periodic transaction report 3 trades View original
May 3, 2024 Periodic transaction report 1 trade View original
Mar 4, 2024 Periodic transaction report 1 trade View original
Feb 6, 2024 Periodic transaction report 93 trades View original
Jan 12, 2024 Periodic transaction report 23 trades View original
Dec 6, 2023 Periodic transaction report 4 trades View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.