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Kathy E. Manning, official portrait

Kathy E. Manning

Former Rep. (D-NC-6)

Also filed as Kathy Manning

Disclosed trades
592
Purchases
339
Sales
253
Stocks traded
164
Likely still held
75
Latest trade
Aug 9, 2024
Latest filing
Sep 4, 2024

Stocks traded

Most-filed 24 of 164 tickers, with the latest disclosed action
NVDANVIDIA CorporationSoldJul 2, 2024MSFTMicrosoft CorporationBoughtJul 2, 2024AAPLApple Inc.BoughtJul 2, 2024AMGNAmgen Inc.BoughtJul 2, 2024ELThe Estée Lauder Companies Inc.SoldDec 12, 2023GOOGLAlphabet Inc.SoldJul 2, 2024INTUIntuit Inc.SoldJul 2, 2024PFEPfizer Inc.SoldAug 9, 2024VVisa Inc.BoughtJul 2, 2024ABBVAbbVie Inc.BoughtJul 2, 2024CMECME Group Inc.SoldJul 2, 2024JNJJohnson & JohnsonBoughtJul 2, 2024PYPLPayPal Holdings, Inc.SoldDec 12, 2023SBUXStarbucks CorporationSoldAug 9, 2024SNAPSnap Inc.SoldJun 10, 2022MDTMedtronic plcSoldJul 2, 2024MTCHMatch Group, Inc.SoldJun 10, 2022NKENIKE, Inc.SoldJul 2, 2024PGThe Procter & Gamble CompanyBoughtJul 2, 2024ACNAccenture plcSoldJul 2, 2024AMZNAmazon.com, Inc.BoughtOct 12, 2022AONAon plcSoldJul 2, 2024CFGCitizens Financial Group, Inc.BoughtJan 23, 2024DISThe Walt Disney CompanySoldDec 12, 2023

Likely current holdings

18 most recently active of 75

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

AAPLFirst bought Jul 15, 2022Last bought Jul 2, 202410 filingsOn the 2023 disclosureABBVFirst bought Jul 15, 2022Last bought Jul 2, 20249 filingsOn the 2023 disclosureABTFirst bought Jul 15, 2022Last bought Jul 2, 20245 filingsOn the 2023 disclosureACNFirst bought Jul 15, 2022Last sold Jul 2, 20247 filingsOn the 2023 disclosureAMGNFirst bought Apr 30, 2021Last bought Jul 2, 202410 filingsOn the 2023 disclosureAONFirst bought Jul 27, 2022Last sold Jul 2, 20247 filingsOn the 2023 disclosureAPDFirst bought Jan 15, 2021Last sold Jul 2, 20244 filingsOn the 2023 disclosureCBFirst bought Jan 15, 2021Last sold Jul 2, 20245 filingsOn the 2023 disclosureCMEFirst bought Jan 15, 2021Last sold Jul 2, 20249 filingsOn the 2023 disclosureCNCFirst bought Jan 15, 2021Last bought Jul 2, 20246 filingsOn the 2023 disclosureCOSTFirst bought Jul 15, 2022Last bought Jul 2, 20246 filingsCRMFirst bought Jul 15, 2022Last bought Jul 2, 20245 filingsEXPDFirst bought Jan 15, 2021Last bought Jul 2, 20243 filingsOn the 2023 disclosureGRMNFirst bought Jul 2, 20242 filingsHDFirst bought Jan 15, 2021Last bought Jul 2, 20247 filingsOn the 2023 disclosureJNJFirst bought Jan 15, 2021Last bought Jul 2, 20249 filingsOn the 2023 disclosureLMTFirst bought Jul 27, 2022Last sold Jul 2, 20246 filingsOn the 2023 disclosureLRCXFirst bought Apr 30, 2021Last bought Jul 2, 20247 filingsOn the 2023 disclosure+57 more in the ledger

Reported holdings

408 assets listed

As reported in their 2023 annual disclosure, filed Jul 29, 2024.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

BACBank of America CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IVViShares Core S&P 500 ETFSpouse · Kathy Manning GST FBO Randall Kaplan$250,001 - $500,000AGGiShares Core U.S. Aggregate Bond ETFSpouse · Kathy Manning GST FBO Randall Kaplan$100,001 - $250,000IBDRiShares iBonds Dec 2026 Term Corporate ETFSpouse · Kathy Manning GST FBO Randall Kaplan$100,001 - $250,000IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse · Kathy Manning GST FBO Randall Kaplan$100,001 - $250,000IBDSiShares iBonds Dec 2027 Term Corporate ETFSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IBDTiShares iBonds Dec 2028 Term Corporate ETFSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000IBDUiShares iBonds Dec 2029 Term Corporate ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IBDViShares iBonds Dec 2030 Term Corporate ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000USMViShares MSCI USA Min Vol Factor ETFSpouse · Kathy Manning GST FBO Randall Kaplan$500,001 - $1,000,000IWBiShares Russell 1000 ETFSpouse · Kathy Manning GST FBO Randall Kaplan$250,001 - $500,000IWDiShares Russell 1000 Value ETFSpouse · Kathy Manning GST FBO Randall Kaplan$250,001 - $500,000IWOiShares Russell 2000 Growth ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IWNiShares Russell 2000 Value ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IWPiShares Russell Mid-Cap Growth ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IWSiShares Russell Mid-Cap Value ETFSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000IVWiShares S&P 500 Growth ETFSpouse · Kathy Manning GST FBO Randall Kaplan$250,001 - $500,000IVEiShares S&P 500 Value ETFSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000IJKiShares S&P Mid-Cap 400 Growth ETFSpouse · Kathy Manning GST FBO Randall KaplanNoneIJJiShares S&P Mid-Cap 400 Value ETFSpouse · Kathy Manning GST FBO Randall KaplanNoneIJSiShares S&P Small-Cap 600 Value ETFSpouse · Kathy Manning GST FBO Randall KaplanNoneTFLOiShares Treasury Floating Rate Bond ETFSpouse · Kathy Manning GST FBO Randall Kaplan$500,001 - $1,000,000XLPState Street Consumer Staples Select Sector SPDR ETFSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000
Show 261 more listed stocks and funds
XLVState Street Health Care Select Sector SPDR ETFSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000XLKState Street Technology Select Sector SPDR ETFSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000XLUState Street Utilities Select Sector SPDR ETFSpouse · Kathy Manning GST FBO Randall KaplanNoneABTAbbott LaboratoriesSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000ABBVAbbVie Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000ACNAccenture plcSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000APDAir Products and Chemicals, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000GOOGLAlphabet Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000AMGNAmgen Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000AONAon plcSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000AAPLApple Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$100,001 - $250,000CATCaterpillar Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000CNCCentene Corp.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000CBChubb LimitedSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000CFGCitizens Financial Group, Inc.Spouse · Kathy Manning GST FBO Randall KaplanNoneCMECME Group Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000ELThe Estée Lauder Companies Inc.Spouse · Kathy Manning GST FBO Randall KaplanNoneEXPDExpeditors International of Washington, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000GISGeneral Mills, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000HDThe Home Depot, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000INTUIntuit Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000JNJJohnson & JohnsonSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000JPMJPMorgan Chase & Co.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000LRCXLam Research CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000LMTLockheed Martin CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000MDTMedtronic plcSpouse · Kathy Manning GST FBO Randall KaplanNoneMUMicron Technology, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000MSFTMicrosoft CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$100,001 - $250,000NKENIKE, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000NVDANVIDIA CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$100,001 - $250,000PKGPackaging Corporation of AmericaSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000PYPLPayPal Holdings, Inc.Spouse · Kathy Manning GST FBO Randall KaplanNonePFEPfizer Inc.Spouse · Kathy Manning GST FBO Randall KaplanNonePGThe Procter & Gamble CompanySpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000QCOMQUALCOMM IncorporatedSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000SBUXStarbucks CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000SYYSysco CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000TJXThe TJX Companies, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000VVisa Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000WMTWalmart Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$50,001 - $100,000DISThe Walt Disney CompanySpouse · Kathy Manning GST FBO Randall KaplanNoneAMGNAmgen Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000AAPLApple Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000BACBank of America CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000BBYBest Buy Co., Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000BMYBristol-Myers Squibb CompanySpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000CAHCardinal Health, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000CHDChurch & Dwight Co., Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000CSCOCisco Systems, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000LLYEli Lilly and CompanySpouse · Kathy Manning GST FBO Randall Kaplan$15,001 - $50,000GISGeneral Mills, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000JNJJohnson & JohnsonSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000KMBKimberly-Clark CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000KRThe Kroger Co.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000LDOSLeidos Holdings, Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000MAMastercard IncorporatedSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000MSFTMicrosoft CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000MSMorgan StanleySpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000PFEPfizer Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000PGThe Procter & Gamble CompanySpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000QCOMQUALCOMM IncorporatedSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000SBUXStarbucks CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000SYYSysco CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000TGTTarget CorporationSpouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000VVisa Inc.Spouse · Kathy Manning GST FBO Randall Kaplan$1,001 - $15,000ECLEcolab Inc.Spouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000HDViShares Core High Dividend ETFSpouse · MV Capital - GST Exempt Trust #1NoneIVViShares Core S&P 500 ETFSpouse · MV Capital - GST Exempt Trust #1$250,001 - $500,000IJHiShares Core S&P Mid-Cap ETFSpouse · MV Capital - GST Exempt Trust #1NoneIJRiShares Core S&P Small-Cap ETFSpouse · MV Capital - GST Exempt Trust #1NoneAGGiShares Core U.S. Aggregate Bond ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBDRiShares iBonds Dec 2026 Term Corporate ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBDSiShares iBonds Dec 2027 Term Corporate ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBDTiShares iBonds Dec 2028 Term Corporate ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBDUiShares iBonds Dec 2029 Term Corporate ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IBDViShares iBonds Dec 2030 Term Corporate ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000USMViShares MSCI USA Min Vol Factor ETFSpouse · MV Capital - GST Exempt Trust #1$100,001 - $250,000IWBiShares Russell 1000 ETFSpouse · MV Capital - GST Exempt Trust #1$50,001 - $100,000IWDiShares Russell 1000 Value ETFSpouse · MV Capital - GST Exempt Trust #1$100,001 - $250,000IWMiShares Russell 2000 ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IWRiShares Russell Mid-Cap ETFSpouse · MV Capital - GST Exempt Trust #1$15,001 - $50,000IVWiShares S&P 500 Growth ETFSpouse · MV Capital - GST Exempt Trust #1$250,001 - $500,000IVEiShares S&P 500 Value ETFSpouse · MV Capital - GST Exempt Trust #1$250,001 - $500,000TFLOiShares Treasury Floating Rate Bond ETFSpouse · MV Capital - GST Exempt Trust #1NoneXLPState Street Consumer Staples Select Sector SPDR ETFSpouse · MV Capital - GST Exempt Trust #1$50,001 - $100,000XLVState Street Health Care Select Sector SPDR ETFSpouse · MV Capital - GST Exempt Trust #1$50,001 - $100,000XLKState Street Technology Select Sector SPDR ETFSpouse · MV Capital - GST Exempt Trust #1$100,001 - $250,000XLUState Street Utilities Select Sector SPDR ETFSpouse · MV Capital - GST Exempt Trust #1$50,001 - $100,000ABTAbbott LaboratoriesSpouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000ABBVAbbVie Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000ACNAccenture plcSpouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000APDAir Products and Chemicals, Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000GOOGLAlphabet Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000AMGNAmgen Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000AONAon plcSpouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000AAPLApple Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000CATCaterpillar Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000CNCCentene Corp.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000CBChubb LimitedSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000CFGCitizens Financial Group, Inc.Spouse · MV Capital - GST Exempt Trust #2NoneCMECME Group Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000ELThe Estée Lauder Companies Inc.Spouse · MV Capital - GST Exempt Trust #2NoneEXPDExpeditors International of Washington, Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000GISGeneral Mills, Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000HDThe Home Depot, Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000INTUIntuit Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000JNJJohnson & JohnsonSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000JPMJPMorgan Chase & Co.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000LRCXLam Research CorporationSpouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000LMTLockheed Martin CorporationSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000MDTMedtronic plcSpouse · MV Capital - GST Exempt Trust #2NoneMUMicron Technology, Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000MSFTMicrosoft CorporationSpouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000NKENIKE, Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000NVDANVIDIA CorporationSpouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000PKGPackaging Corporation of AmericaSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000PYPLPayPal Holdings, Inc.Spouse · MV Capital - GST Exempt Trust #2NonePFEPfizer Inc.Spouse · MV Capital - GST Exempt Trust #2NonePGThe Procter & Gamble CompanySpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000QCOMQUALCOMM IncorporatedSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000SBUXStarbucks CorporationSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000SYYSysco CorporationSpouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000TJXThe TJX Companies, Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000VVisa Inc.Spouse · MV Capital - GST Exempt Trust #2$15,001 - $50,000WMTWalmart Inc.Spouse · MV Capital - GST Exempt Trust #2$1,001 - $15,000DISThe Walt Disney CompanySpouse · MV Capital - GST Exempt Trust #2NoneHDViShares Core High Dividend ETFMV Capital - KEM Roth IRA #1NoneIVViShares Core S&P 500 ETFMV Capital - KEM Roth IRA #1$100,001 - $250,000IJHiShares Core S&P Mid-Cap ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000IJRiShares Core S&P Small-Cap ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000AGGiShares Core U.S. Aggregate Bond ETFMV Capital - KEM Roth IRA #1$1,001 - $15,000IBDRiShares iBonds Dec 2026 Term Corporate ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000IBTGiShares iBonds Dec 2026 Term Treasury ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000IBDSiShares iBonds Dec 2027 Term Corporate ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000IBTHiShares iBonds Dec 2027 Term Treasury ETFMV Capital - KEM Roth IRA #1$1,001 - $15,000IBDTiShares iBonds Dec 2028 Term Corporate ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000IBDUiShares iBonds Dec 2029 Term Corporate ETFMV Capital - KEM Roth IRA #1$15,001 - $50,000IBDViShares iBonds Dec 2030 Term Corporate ETFMV Capital - KEM Roth IRA #1$1,001 - $15,000IWFiShares Russell 1000 Growth ETFMV Capital - KEM Roth IRA #1$250,001 - $500,000IWDiShares Russell 1000 Value ETFMV Capital - KEM Roth IRA #1$50,001 - $100,000IWMiShares Russell 2000 ETFMV Capital - KEM Roth IRA #1NoneIWOiShares Russell 2000 Growth ETFMV Capital - KEM Roth IRA #1NoneIWNiShares Russell 2000 Value ETFMV Capital - KEM Roth IRA #1NoneIWRiShares Russell Mid-Cap ETFMV Capital - KEM Roth IRA #1NoneIWPiShares Russell Mid-Cap Growth ETFMV Capital - KEM Roth IRA #1NoneIVWiShares S&P 500 Growth ETFMV Capital - KEM Roth IRA #1$1,001 - $15,000IVEiShares S&P 500 Value ETFMV Capital - KEM Roth IRA #1$50,001 - $100,000TFLOiShares Treasury Floating Rate Bond ETFMV Capital - KEM Roth IRA #1NoneXLVState Street Health Care Select Sector SPDR ETFMV Capital - KEM Roth IRA #1$50,001 - $100,000XLKState Street Technology Select Sector SPDR ETFMV Capital - KEM Roth IRA #1$100,001 - $250,000HDViShares Core High Dividend ETFSpouse · MV Capital - RRK Roth IRA #1NoneIVViShares Core S&P 500 ETFSpouse · MV Capital - RRK Roth IRA #1$250,001 - $500,000AGGiShares Core U.S. Aggregate Bond ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBDRiShares iBonds Dec 2026 Term Corporate ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBDSiShares iBonds Dec 2027 Term Corporate ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBDTiShares iBonds Dec 2028 Term Corporate ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBDUiShares iBonds Dec 2029 Term Corporate ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IBDViShares iBonds Dec 2030 Term Corporate ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IWFiShares Russell 1000 Growth ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IWDiShares Russell 1000 Value ETFSpouse · MV Capital - RRK Roth IRA #1$250,001 - $500,000IWMiShares Russell 2000 ETFSpouse · MV Capital - RRK Roth IRA #1NoneIWNiShares Russell 2000 Value ETFSpouse · MV Capital - RRK Roth IRA #1NoneIWSiShares Russell Mid-Cap Value ETFSpouse · MV Capital - RRK Roth IRA #1NoneIVWiShares S&P 500 Growth ETFSpouse · MV Capital - RRK Roth IRA #1$250,001 - $500,000IVEiShares S&P 500 Value ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IJKiShares S&P Mid-Cap 400 Growth ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IJJiShares S&P Mid-Cap 400 Value ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IJTiShares S&P Small-Cap 600 Growth ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000IJSiShares S&P Small-Cap 600 Value ETFSpouse · MV Capital - RRK Roth IRA #1$15,001 - $50,000TFLOiShares Treasury Floating Rate Bond ETFSpouse · MV Capital - RRK Roth IRA #1NoneXLVState Street Health Care Select Sector SPDR ETFSpouse · MV Capital - RRK Roth IRA #1$100,001 - $250,000XLKState Street Technology Select Sector SPDR ETFSpouse · MV Capital - RRK Roth IRA #1$100,001 - $250,000ALLYAlly Financial Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000AMPAmeriprise Financial, Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000AMGNAmgen Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000BACBank of America CorporationSpouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000BBYBest Buy Co., Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000CATCaterpillar Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000LLYEli Lilly and CompanySpouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000LRCXLam Research CorporationSpouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000METMetLife, Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000NXPINXP Semiconductors N.V.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000PFEPfizer Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000QCOMQUALCOMM IncorporatedSpouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000SBUXStarbucks CorporationSpouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000UNPUnion Pacific CorporationSpouse · MV Capital - RRK Roth IRA #3$1 - $1,000VOYAVoya Financial, Inc.Spouse · MV Capital - RRK Roth IRA #3$1,001 - $15,000IVViShares Core S&P 500 ETFThe 2011 Kathy E Manning Living Trust$15,001 - $50,000IBDRiShares iBonds Dec 2026 Term Corporate ETFThe 2011 Kathy E Manning Living Trust$15,001 - $50,000IBDSiShares iBonds Dec 2027 Term Corporate ETFThe 2011 Kathy E Manning Living Trust$15,001 - $50,000IBDTiShares iBonds Dec 2028 Term Corporate ETFThe 2011 Kathy E Manning Living Trust$15,001 - $50,000IVWiShares S&P 500 Growth ETFThe 2011 Kathy E Manning Living Trust$50,001 - $100,000IVEiShares S&P 500 Value ETFThe 2011 Kathy E Manning Living Trust$15,001 - $50,000AMZNAmazon.com, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000HDViShares Core High Dividend ETFSpouse · The 2011 Randall R. Kaplan Living TrustNoneIVViShares Core S&P 500 ETFSpouse · The 2011 Randall R. Kaplan Living Trust$250,001 - $500,000AGGiShares Core U.S. Aggregate Bond ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IBDRiShares iBonds Dec 2026 Term Corporate ETFSpouse · The 2011 Randall R. Kaplan Living Trust$50,001 - $100,000IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IBDSiShares iBonds Dec 2027 Term Corporate ETFSpouse · The 2011 Randall R. Kaplan Living Trust$50,001 - $100,000IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IBDTiShares iBonds Dec 2028 Term Corporate ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IBDUiShares iBonds Dec 2029 Term Corporate ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IBDWiShares iBonds Dec 2031 Term Corporate ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IWBiShares Russell 1000 ETFSpouse · The 2011 Randall R. Kaplan Living Trust$500,001 - $1,000,000IWFiShares Russell 1000 Growth ETFSpouse · The 2011 Randall R. Kaplan Living Trust$250,001 - $500,000IWDiShares Russell 1000 Value ETFSpouse · The 2011 Randall R. Kaplan Living Trust$50,001 - $100,000IWOiShares Russell 2000 Growth ETFSpouse · The 2011 Randall R. Kaplan Living TrustNoneIWNiShares Russell 2000 Value ETFSpouse · The 2011 Randall R. Kaplan Living TrustNoneIWPiShares Russell Mid-Cap Growth ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000IWSiShares Russell Mid-Cap Value ETFSpouse · The 2011 Randall R. Kaplan Living TrustNoneIVWiShares S&P 500 Growth ETFSpouse · The 2011 Randall R. Kaplan Living Trust$250,001 - $500,000IVEiShares S&P 500 Value ETFSpouse · The 2011 Randall R. Kaplan Living Trust$50,001 - $100,000DVYiShares Select Dividend ETFSpouse · The 2011 Randall R. Kaplan Living TrustNoneTFLOiShares Treasury Floating Rate Bond ETFSpouse · The 2011 Randall R. Kaplan Living TrustNoneIBDXiShares iBonds Dec 2032 Term Corporate ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000MSFTMicrosoft CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000XLKState Street Technology Select Sector SPDR ETFSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000ABTAbbott LaboratoriesSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000ABBVAbbVie Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000ACNAccenture plcSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000APDAir Products and Chemicals, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000GOOGLAlphabet Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000AMGNAmgen Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000AONAon plcSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000AAPLApple Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000CATCaterpillar Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000CNCCentene Corp.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000CBChubb LimitedSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000CFGCitizens Financial Group, Inc.Spouse · The 2011 Randall R. Kaplan Living TrustNoneCMECME Group Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000ELThe Estée Lauder Companies Inc.Spouse · The 2011 Randall R. Kaplan Living TrustNoneEXPDExpeditors International of Washington, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000GISGeneral Mills, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000HDThe Home Depot, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000INTUIntuit Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000JNJJohnson & JohnsonSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000JPMJPMorgan Chase & Co.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000LRCXLam Research CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000LMTLockheed Martin CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000MDTMedtronic plcSpouse · The 2011 Randall R. Kaplan Living TrustNoneMUMicron Technology, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000MSFTMicrosoft CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000NKENIKE, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000NVDANVIDIA CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$15,001 - $50,000PKGPackaging Corporation of AmericaSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000PYPLPayPal Holdings, Inc.Spouse · The 2011 Randall R. Kaplan Living TrustNonePFEPfizer Inc.Spouse · The 2011 Randall R. Kaplan Living TrustNonePGThe Procter & Gamble CompanySpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000QCOMQUALCOMM IncorporatedSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000SBUXStarbucks CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000SYYSysco CorporationSpouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000TJXThe TJX Companies, Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000VVisa Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000WMTWalmart Inc.Spouse · The 2011 Randall R. Kaplan Living Trust$1,001 - $15,000DISThe Walt Disney CompanySpouse · The 2011 Randall R. Kaplan Living TrustNoneECLEcolab Inc.Spouse · Wells Fargo Brokerage$50,001 - $100,000

Other reported assets (123)

  • 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Pinnacle Bank AccountSpouse$15,001 - $50,000
  • 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Fidelity VIP Government Money Market PortfolioSpouse$15,001 - $50,000
  • 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund SeriesSpouse$100,001 - $250,000
  • 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund SeriesSpouse$1,000,001 - $5,000,000
  • 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund SeriesSpouse$1,000,001 - $5,000,000
  • 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund SeriesSpouse$250,001 - $500,000
  • Capsule Group ⇒ Pinnacle BankSpouse$15,001 - $50,000
  • Certificate of Deposit Account Registry ServiceJoint$100,001 - $250,000
  • Charles Schwab - Edgewood Management LLC ⇒ Charles Schwab - CashJoint$1,001 - $15,000
  • Charles Schwab - O'Shaughnessy Asset Management ⇒ O'Shaughnessy Market Leaders Value Fund - Class I (OFVIX)Joint$100,001 - $250,000
  • Charles Schwab - O'Shaughnessy Asset Management ⇒ Vanguard U.S. Value Factor ETF (VFVA)Joint$500,001 - $1,000,000
  • DVS Limited Partnership ⇒ Investment in Residential PropertiesSpouse$15,001 - $50,000
Show 111 more
  • Ehrenkranz Partners, LP ⇒ Acquisition Fund 2006 L.P.Spouse$1,001 - $15,000
  • Ehrenkranz Partners, LP ⇒ Acquisition Fund 2007 L.P.Spouse$50,001 - $100,000
  • Ehrenkranz Partners, LP ⇒ Acquisition Fund III L.P.Spouse$15,001 - $50,000
  • Ehrenkranz Partners, LP ⇒ Acquisition Fund IV L.P.Spouse$1,001 - $15,000
  • Ehrenkranz Partners, LP ⇒ Acquisition Fund V L.P.Spouse$15,001 - $50,000
  • Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund II L.P.Spouse$1,001 - $15,000
  • Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund III L.P.Spouse$1,001 - $15,000
  • Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund IV L.P.Spouse$1,001 - $15,000
  • Ehrenkranz Partners, LP ⇒ Real Estate Acquisition Fund L.P.Spouse$1,001 - $15,000
  • Ehrenkranz Partners, LP ⇒ Venture Fund L.P.Spouse$1,001 - $15,000
  • Elm Street Hotel II ⇒Spouse
  • Elm Street Hotel, LLC$1,000,000
  • Elm Street Technology Holdings, LLCSpouseNone
  • Guerilla RF, Inc.Spouse$15,001 - $50,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Pinnacle Bank AccountSpouse$15,001 - $50,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners I, LLC (Fund 2)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners LTH I, LLC (Fund 2 LTH)Spouse$15,001 - $50,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$250,001 - $500,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2023 Term Treasury ETF (IBTD)SpouseNone
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)Spouse$15,001 - $50,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$100,001 - $250,000
  • Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$1,001 - $15,000
  • Manning Family LP ⇒ Investment Property$15,001 - $50,000
  • MV Capital - GST Exempt Trust #1 ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX)Spouse$100,001 - $250,000
  • MV Capital - GST Exempt Trust #1 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$100,001 - $250,000
  • MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2023 Term Treasury ETF (IBTD)SpouseNone
  • MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP)Spouse$15,001 - $50,000
  • MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE)Spouse$50,001 - $100,000
  • MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)Spouse$15,001 - $50,000
  • MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)Spouse$15,001 - $50,000
  • MV Capital - GST Exempt Trust #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)Spouse$1,001 - $15,000
  • MV Capital - GST Exempt Trust #2 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$50,001 - $100,000
  • MV Capital - KEM Roth IRA #1 ⇒ Fidelity Blue Chip Growth Fund (FBGRX)$100,001 - $250,000
  • MV Capital - KEM Roth IRA #1 ⇒ Fidelity Cash Reserves (FDRXX)$50,001 - $100,000
  • MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2023 Term Treasury ETF (IBTD)None
  • MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP)$15,001 - $50,000
  • MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE)$15,001 - $50,000
  • MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)$15,001 - $50,000
  • MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ Blue Ridge Bankshares, Inc. (BRBS)Spouse$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ Fidelity Blue Chip Growth Fund (FBGRX)Spouse$100,001 - $250,000
  • MV Capital - RRK Roth IRA #1 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2023 Term Treasury ETF (IBTD)SpouseNone
  • MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP)Spouse$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE)Spouse$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)Spouse$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)Spouse$15,001 - $50,000
  • MV Capital - RRK Roth IRA #1 ⇒ Upper90 Fund II LPSpouse$100,001 - $250,000
  • MV Capital - RRK Roth IRA #3 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$1,001 - $15,000
  • MV Capital - RRK Roth IRA #3 ⇒ Western Union Company (WU)Spouse$1,001 - $15,000
  • Northern Trust Company [DB] OurCrowd ⇒ Consumer PhysicsUndetermined $1,001 - $15,000
  • Piedmont Angel Networks ⇒ AvidXchangeSpouseNone
  • Piedmont Angel Networks ⇒ OptiVia Medical, LLCSpouse$1,001 - $15,000
  • Piedmont Angel Networks ⇒ Piedmont PharmaceuticalsSpouse$15,001 - $50,000
  • Piedmont Angel Networks ⇒ Sensory AnalyticsSpouse$1,001 - $15,000
  • Piedmont Angel Networks II ⇒ ProtochipsSpouse$50,001 - $100,000
  • Pinnacle Bank AccountsJoint$15,001 - $50,000
  • Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Fidelity VIP Government Money Market Portfolio$100,001 - $250,000
  • Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series$500,001 - $1,000,000
  • Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series$500,001 - $1,000,000
  • Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series$5,000,001 - $25,000,000
  • Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series$1,000,001 - $5,000,000
  • Real Estate Software Solutions, LLC ⇒ Elm Street Technology LLCSpouseNone
  • Regent Holdings, LLC ⇒ Investment in Commercial PropertySpouse$500,001 - $1,000,000
  • Reservoir Capital Partners, LPSpouse$250,001 - $500,000
  • RRK Charitable Trust U/A 11/28/00 #2 ⇒ SBLS SPV LLC [OT] Equity Fund LP.Spouse$15,001 - $50,000
  • RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Long/Short Equity Fund Ltd.Spouse$500,001 - $1,000,000
  • RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Multi-Strategy Fund Ltd.Spouse$1,000,001 - $5,000,000
  • Scientific Associates, LLC ⇒ PatentsSpouseNone
  • Stonefield Cellars WinerySpouse$1,001 - $15,000
  • Tarco Realty, LLC ⇒ Elm Street Center, LLCSpouse$250,001 - $500,000
  • The 2011 Kathy E Manning Living Trust ⇒ Pinnacle Bank Account$100,001 - $250,000
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Money Market Fund (SPRXX)None
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX)$15,001 - $50,000
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2023 Term Treasury ETF (IBTD)None
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP)$15,001 - $50,000
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE)$15,001 - $50,000
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)$15,001 - $50,000
  • The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)$15,001 - $50,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ Echo Street GoodCo Select, LPSpouseNone
  • The 2011 Randall R. Kaplan Living Trust ⇒ Melvin Capital LPSpouseNone
  • The 2011 Randall R. Kaplan Living Trust ⇒ Pinnacle Bank AccountSpouse$100,001 - $250,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ RA Capital Healthcare Fund, L.P.Spouse$100,001 - $250,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ Rock Springs Capital Fund LPSpouse$250,001 - $500,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ SBLS SPV LLC [OT] Equity Fund LP.Spouse$100,001 - $250,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ Seven Bridges Multi-Strategy Fund LPSpouseNone
  • The 2011 Randall R. Kaplan Living Trust ⇒ Whale Rock Long Opportunities Fund, LPSpouse$250,001 - $500,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ 3i SPV II LLC ⇒ Next Century Spirits, LLCSpouse$100,001 - $250,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ AvidXchange Holdings, Inc. - Common Stock (AVDX)Spouse$250,001 - $500,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital -Spouse
  • Brokerage #1 ⇒ Fidelity Money Market Fund (SPRXX)$1,000,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$250,001 - $500,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2023 Term Treasury ETF (IBTD)SpouseNone
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP)Spouse$50,001 - $100,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE)Spouse$50,001 - $100,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)Spouse$50,001 - $100,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)Spouse$50,001 - $100,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)Spouse$1,001 - $15,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX)Spouse$15,001 - $50,000
  • The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #4 ⇒ Fidelity Money Market Fund (SPRXX)Spouse$500,001 - $1,000,000
  • The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Equity Opportunities Fund II, LPSpouse$250,001 - $500,000
  • The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Triad Business Bank (TBBC)Spouse$50,001 - $100,000
  • TIC Fincastle Building ⇒ Investment in Commercial BuildingSpouse$50,001 - $100,000
  • Truist AccountsSpouse$1,001 - $15,000
  • WLC, LLC (Learning Together) ⇒ Notes ReceivableSpouse$250,001 - $500,000
  • Wonder Media Network, LLCSpouse$500,001 - $1,000,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Aug 9, 2024Pfizer Inc.PFESale (Full)$1,001 - $15,000Sep 4, 202426 days
Aug 9, 2024Starbucks CorporationSBUXSale (Full)$1,001 - $15,000Sep 4, 202426 days
Jul 2, 2024Lockheed Martin CorporationLMTSale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Caterpillar Inc.CATSale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Centene Corp.CNCPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024CME Group Inc.CMESale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Expeditors International of Washington, Inc.EXPDPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024The Home Depot, Inc.HDPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Aon plcAONSale (Partial)$15,001 - $50,000Aug 16, 202445 days
Jul 2, 2024Aon plcAONSale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Medtronic plcMDTSale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024MSCI Inc.MSCIPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Air Products and Chemicals, Inc.APDSale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024The Procter & Gamble CompanyPGPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Lam Research CorporationLRCXPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Johnson & JohnsonJNJPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Intuit Inc.INTUSale (Partial)$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Garmin Ltd.GRMNPurchase$1,001 - $15,000Aug 16, 202445 days
Jul 2, 2024Garmin Ltd.GRMNPurchase$50,001 - $100,000Aug 16, 202445 days
Jul 2, 2024Costco Wholesale CorporationCOSTPurchase$1,001 - $15,000Aug 16, 202445 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.