Business · Congress trades · House
Kathy Manning
Every stock trade Kathy Manning reported under the STOCK Act since 2020, and how each did against the S&P 500.
Trades803
Buys / sales459 / 344
Estimated volume$28.5MMiddle of each reported range
Trades that beat the market44.6%308 of 690: did better than the same money in the S&P 500 that day
Typical trade vs. the market−9.4%The middle trade: half did better, half worse
Disclosed late52Reported more than 45 days after the trade
Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.
The portfolio against the market
Our rebuild of the household's disclosed stocks and options since March 31, 2021: +68.9% against +88.4% for the S&P 500. Hover for any quarter.
PortfolioS&P 500 (SPY)
Compare with funds and other members · how we rebuild it is on that page.
What they still hold
By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.
| Stock | Share of portfolio | Worth about |
|---|---|---|
| NVDANvidia | 27.7% | $985K |
| MSFTMicrosoft | 9.2% | $327K |
| GRMNGarmin Ltd. | 4.5% | $161K |
| MAMastercard | 3.4% | $123K |
| PKGPackaging Corporation of America | 3.4% | $120K |
| COSTCostco | 2.6% | $92K |
| CRMSalesforce | 2.5% | $90K |
| WMTWalmart | 2.3% | $82K |
| MRKMerck & Co. | 2.3% | $81K |
| CFGCitizens Financial Group | 2.2% | $78K |
| JNJJohnson & Johnson | 2.1% | $76K |
| AMZNAmazon | 2.0% | $70K |
Most traded: NVDA (20), MSFT (19), GOOGL (18), AAPL (17), ACN (14), INTU (14), SBUX (13), MDT (13)
Every trade
| Traded | What | Stock | Amount | Vs. the market since |
|---|---|---|---|---|
| January 16, 2024LATE | Sold | F S : Deleted S O : The 2011 Randall R. Kaplan Livin | $15,001 - $50,0001 | – |
| January 5, 2024LATE | Sold | 2000115357 SP Echo Street GoodCo Select, LP | $500,001 - $1,000,0001 | – |
| January 1, 2025 | Sold some | S O : 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall | $15,001 - $50,0002 | – |
| January 1, 2025 | Sold some | S O : RRK Charitable Trust U/A 11/28/00 #2 D : Hedge | $50,001 - $100,0002 | – |
| January 1, 2025 | Sold some | LLC D : Hedge fund. Fund manager letter on file with the Comm | $15,001 - $50,0002 | – |
| December 31, 2024 | Sold | Seven Bridges Emerging Markets Fund Series | $500,001 - $1,000,0002 | – |
| December 31, 2024 | Sold | LLC D : Hedge fund. Fund manager letter on file with the Comm | $100,001 - $250,0002 | – |
| December 31, 2024 | Sold some | Kaplan Alaska LLC D : Hedge Fund. Fund manager letter on file | $100,001 - $250,0002 | – |
| December 31, 2024 | Sold | S O : RRK Charitable Trust U/A 11/28/00 #2 D : Inves | $1,000,001 - $5,000,0002 | – |
| December 31, 2024 | Sold | LLC D : Hedge fund. Fund manager letter on file with the Comm | $250,001 - $500,0002 | – |
| October 28, 2024 | Sold some | S O : RRK Charitable Trust U/A 11/28/00 #2 D : Hedge | $100,001 - $250,0003 | – |
| October 25, 2024 | Sold some Spouse | Seven Bridges Long/Short Equity Fund Ltd. | $15,001 - $50,0003 | – |
| October 25, 2024 | Bought | LLC D : Hedge fund. Fund manager letter on file with the Comm | $15,001 - $50,0003 | – |
| September 3, 2024 | Bought | Silver Point Distressed Opportunity Institutional Partners II, L.P. | $15,001 - $50,0004 | – |
| August 29, 2024 | Bought | F S : New S O : MV Capital - RRK Roth IRA #3 SB DPC | $15,001 - $50,0005 | – |
| August 9, 2024 | Sold Spouse | PFEPfizer, Inc. Common Stock (PFE) | $1,001 - $15,0005 | +41.7% |
| August 9, 2024 | Sold | SBUXLLC D : Private Equity fund. Fund manager letter on file with | $1,001 - $15,0005 | +15.8% |
| August 8, 2024 | Bought | LLC D : Private Equity fund. Fund manager letter on file with | $50,001 - $100,0005 | – |
| August 8, 2024 | Bought | LLC D : Private Equity fund. Fund manager letter on file with | $15,001 - $50,0005 | – |
| August 1, 2024 | Bought | LLC D : Hedge fund. Fund manager letter on file with the Comm | $100,001 - $250,0006 | – |
| July 30, 2024 | Sold some | S O : RRK Charitable Trust U/A 11/28/00 #2 D : Hedge | $500,001 - $1,000,0006 | – |
| July 26, 2024 | Sold some | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $100,001 - $250,0006 | – |
| July 2, 2024 | Bought Spouse | ABTAbbott Laboratories Common Stock (ABT) | $1,001 - $15,0006 | −38.9% |
| July 2, 2024 | Bought | ABTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −38.9% |
| July 2, 2024 | Bought | ABBVF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +31.4% |
| July 2, 2024 | Sold some | ACNF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +65.0% |
| July 2, 2024 | Sold some | ACNF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +65.0% |
| July 2, 2024 | Sold some | APDF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | +21.2% |
| July 2, 2024 | Sold some Spouse | APDAir Products and Chemicals, Inc. Common Stock (APD) | $1,001 - $15,0006 | +21.2% |
| July 2, 2024 | Sold some | GOOGLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −47.9% |
| July 2, 2024 | Sold some | GOOGLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | −47.9% |
| July 2, 2024 | Sold some | GOOGLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −47.9% |
| July 2, 2024 | Sold some | GOOGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | – |
| July 2, 2024 | Sold some | GOOGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | – |
| July 2, 2024 | Bought | AMGNF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −1.4% |
| July 2, 2024 | Sold some | AONF S : New S O : Kathy Manning GST FBO Randall Kaplan | $15,001 - $50,0006 | +41.6% |
| July 2, 2024 | Sold some | AONF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +41.6% |
| July 2, 2024 | Sold some Spouse | AONAon plc Class A Ordinary Shares (AON) | $1,001 - $15,0006 | +41.6% |
| July 2, 2024 | Bought | AAPLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | +15.3% |
| July 2, 2024 | Bought | AAPLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | +15.3% |
| July 2, 2024 | Bought | AAPLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | +15.3% |
| July 2, 2024 | Sold some | CATF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −82.4% |
| July 2, 2024 | Bought | CNCF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −36.1% |
| July 2, 2024 | Bought | CNCF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −36.1% |
| July 2, 2024 | Sold some | CBF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −0.2% |
| July 2, 2024 | Sold some | CBF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −0.2% |
| July 2, 2024 | Sold some Spouse | CBChubb Limited Common Stock (CB) | $1,001 - $15,0006 | −0.2% |
| July 2, 2024 | Sold some | CMEF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −8.5% |
| July 2, 2024 | Sold some | CMEF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −8.5% |
| July 2, 2024 | Bought | COSTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −25.5% |
| July 2, 2024 | Bought | EXPDF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +21.0% |
| July 2, 2024 | Bought | GRMNF S : New S O : Kathy Manning GST FBO Randall Kaplan | $50,001 - $100,0006 | +36.0% |
| July 2, 2024 | Bought | GRMNF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +36.0% |
| July 2, 2024 | Bought | GRMNF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | +36.0% |
| July 2, 2024 | Bought | HDF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | −48.6% |
| July 2, 2024 | Bought | HDF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | −48.6% |
| July 2, 2024 | Bought | HDF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −48.6% |
| July 2, 2024 | Sold some | INTUF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +90.3% |
| July 2, 2024 | Bought | JNJF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +32.9% |
| July 2, 2024 | Bought | JNJF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +32.9% |
| July 2, 2024 | Bought | LRCXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | +118.0% |
| July 2, 2024 | Sold some | LMTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +26.2% |
| July 2, 2024 | Sold some | LMTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +26.2% |
| July 2, 2024 | Bought | MAF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −2.0% |
| July 2, 2024 | Bought | MAF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −2.0% |
| July 2, 2024 | Sold some | MDTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +17.2% |
| July 2, 2024 | Bought | MRKF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −26.9% |
| July 2, 2024 | Bought | MICRDF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | – |
| July 2, 2024 | Bought | MSFTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $15,001 - $50,0006 | −23.1% |
| July 2, 2024 | Bought | MSFTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −23.1% |
| July 2, 2024 | Bought | MSFTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −23.1% |
| July 2, 2024 | Bought | MSCIF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | −23.6% |
| July 2, 2024 | Bought | MSCIF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −23.6% |
| July 2, 2024 | Sold | NKEF S : New S O : Kathy Manning GST FBO Randall Kaplan | $15,001 - $50,0006 | +91.7% |
| July 2, 2024 | Sold | NKES O : Kathy Manning GST FBO Randall Kaplan > ManKap Family LL | $1,001 - $15,0006 | +91.7% |
| July 2, 2024 | Sold | NKEF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | +91.7% |
| July 2, 2024 | Sold some | NVDAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | −36.5% |
| July 2, 2024 | Sold some | NVDAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,0006 | −36.5% |
| July 2, 2024 | Sold some | NVDAF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,0006 | −36.5% |
| July 2, 2024 | Bought | PKGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −9.6% |
| July 2, 2024 | Bought | PGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −44.7% |
| July 2, 2024 | Bought | QCOMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −51.4% |
| July 2, 2024 | Bought | CRMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −46.6% |
| July 2, 2024 | Bought Spouse | CRMSalesforce, Inc. Common Stock (CRM) | $1,001 - $15,0006 | −46.6% |
| July 2, 2024 | Bought | CRMF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −46.6% |
| July 2, 2024 | Bought | SYYS O : RRK Charitable Trust U/A 11/28/00 #2 D : Inves | $1,001 - $15,0006 | −24.2% |
| July 2, 2024 | Bought | TJXF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | −9.4% |
| July 2, 2024 | Bought | VF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +8.5% |
| July 2, 2024 | Bought | VF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,0006 | +8.5% |
| July 2, 2024 | Sold some | WMTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,0006 | −32.6% |
| June 13, 2024 | Sold Spouse | WUWestern Union Company (WU) | $1,001 - $15,0007 | +92.3% |
| May 3, 2024 | Sold some | S O : RRK Charitable Trust U/A 11/28/00 #2 D : Hedge | $500,001 - $1,000,0008 | – |
| April 22, 2024 | Sold some Spouse | Seven Bridges Long/Short Equity Fund Ltd. | $100,001 - $250,0008 | – |
| April 22, 2024 | Bought | Kaplan Alaska LLC D : Hedge Fund. Fund manager letter on file | $100,001 - $250,0008 | – |
| April 30, 2024 | Bought Spouse | PayJoy Asset Fund LLC | $100,001 - $250,0009 | – |
| February 21, 2024 | Bought Spouse | SB DPC Fund LP | $100,001 - $250,00010 | – |
| February 1, 2024 | Bought | F S : New S O : Kathy Manning GST FBO Randall Kaplan | $500,001 - $1,000,00011 | – |
| February 1, 2024 | Bought | Kaplan Alaska LLC D : Hedge Fund. Fund manager letter on file | $250,001 - $500,00011 | – |
| January 29, 2024 | Sold some | S O : The 2021 Kathy Manning Irrevocable GST Trust FBO Randal | $250,001 - $500,00011 | – |
| January 23, 2024 | Sold some Spouse | ABTAbbott Laboratories (ABT) | $1,001 - $15,00011 | +67.2% |
| January 23, 2024 | Sold some | ABTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | +67.2% |
| January 23, 2024 | Bought | ABBVF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | +11.2% |
| January 23, 2024 | Sold some | ACNS O : The 2011 Randall R. Kaplan Living Trust D : He | $1,001 - $15,00011 | +97.1% |
| January 23, 2024 | Sold some | ACNF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | +97.1% |
| January 23, 2024 | Sold some Spouse | ACNAccenture plc Class A Ordinary Shares (ACN) | $1,001 - $15,00011 | +97.1% |
| January 23, 2024 | Sold some | GOOGLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −78.3% |
| January 23, 2024 | Sold some | GOOGLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −78.3% |
| January 23, 2024 | Sold some | GOOGLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −78.3% |
| January 23, 2024 | Sold some | GOOGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | – |
| January 23, 2024 | Sold some | GOOGF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | – |
| January 23, 2024 | Bought | AMGNF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −19.6% |
| January 23, 2024 | Bought | AONF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −63.1% |
| January 23, 2024 | Bought | AONF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −63.1% |
| January 23, 2024 | Bought | AONF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −63.1% |
| January 23, 2024 | Sold some | AAPLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −16.8% |
| January 23, 2024 | Sold some | AAPLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −16.8% |
| January 23, 2024 | Sold some | AAPLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00011 | −16.8% |
| January 23, 2024 | Sold some | CATF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −93.8% |
| January 23, 2024 | Sold some | CATF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −93.8% |
| January 23, 2024 | Sold some | CATF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −93.8% |
| January 23, 2024 | Bought | CBF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −9.5% |
| January 23, 2024 | Bought | CFGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $15,001 - $50,00011 | +32.4% |
| January 23, 2024 | Bought | CFGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | +32.4% |
| January 23, 2024 | Bought | CME[ST] F S : New S O : The 2011 Randall R. Kaplan Livi | $1,001 - $15,00011 | −15.1% |
| January 23, 2024 | Bought | COSTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $15,001 - $50,00011 | −15.3% |
| January 23, 2024 | Bought | COSTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −15.3% |
| January 23, 2024 | Bought | COSTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −15.3% |
| January 23, 2024 | Sold | GISF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | +108.4% |
| January 23, 2024 | Sold | GISF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | +108.4% |
| January 23, 2024 | Sold | GISF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00011 | +108.4% |
| January 23, 2024 | Sold some | INTUF S : New S O : Kathy Manning GST FBO Randall Kaplan | $15,001 - $50,00011 | +107.2% |
| January 23, 2024 | Sold some | INTUF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | +107.2% |
| January 23, 2024 | Sold some | INTUF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | +107.2% |
| January 23, 2024 | Bought | JNJF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −0.7% |
| January 23, 2024 | Sold some | JPMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −39.4% |
| January 23, 2024 | Sold some | JPMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −39.4% |
| January 23, 2024 | Sold some | LRCXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −175.0% |
| January 23, 2024 | Sold some | LRCXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00011 | −175.0% |
| January 23, 2024 | Sold some | LRCXF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −175.0% |
| January 23, 2024 | Bought Spouse | LMTLockheed Martin Corporation (LMT) | $1,001 - $15,00011 | −38.0% |
| January 23, 2024 | Bought | LMTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −38.0% |
| January 23, 2024 | Bought | MAF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −18.7% |
| January 23, 2024 | Bought | MAF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00011 | −18.7% |
| January 23, 2024 | Bought | MAF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −18.7% |
| January 23, 2024 | Bought | MDTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −48.6% |
| January 23, 2024 | Bought | MDTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $15,001 - $50,00011 | −48.6% |
| January 23, 2024 | Bought | MDTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −48.6% |
| January 23, 2024 | Bought | MRKF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −38.0% |
| January 23, 2024 | Bought | MRKF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00011 | −38.0% |
| January 23, 2024 | Bought | MRKF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −38.0% |
| January 23, 2024 | Sold some | MUF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −904.7% |
| January 23, 2024 | Sold some | MUF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −904.7% |
| January 23, 2024 | Sold some | MUF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −904.7% |
| January 23, 2024 | Bought | MSFTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −23.9% |
| January 23, 2024 | Bought | MSFTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −23.9% |
| January 23, 2024 | Bought | MSFTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −23.9% |
| January 23, 2024 | Bought | MSCIF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | −57.2% |
| January 23, 2024 | Bought | MSCIF S : New S O : The 2011 Randall R. Kaplan Living Tr | $15,001 - $50,00011 | −57.2% |
| January 23, 2024 | Bought | MSCIF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −57.2% |
| January 23, 2024 | Bought | NKEF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −122.7% |
| January 23, 2024 | Bought | NKEF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −122.7% |
| January 23, 2024 | Bought | NKEF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −122.7% |
| January 23, 2024 | Sold some | PKGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | +19.5% |
| January 23, 2024 | Bought | PGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −57.2% |
| January 23, 2024 | Bought | PGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −57.2% |
| January 23, 2024 | Bought | PGF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −57.2% |
| January 23, 2024 | Sold some | QCOMF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | +43.0% |
| January 23, 2024 | Sold some | QCOMF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | +43.0% |
| January 23, 2024 | Bought | CRMS O : Kathy Manning GST FBO Randall Kaplan > ManKap Family LL | $15,001 - $50,00011 | −72.2% |
| January 23, 2024 | Bought | CRMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −72.2% |
| January 23, 2024 | Bought | CRMF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −72.2% |
| January 23, 2024 | Sold some | SBUXF S : New S O : The 2021 Kathy Manning Irrevocable G | $1,001 - $15,00011 | +53.8% |
| January 23, 2024 | Sold | SBUXF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | +53.8% |
| January 23, 2024 | Sold | SBUXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00011 | +53.8% |
| January 23, 2024 | Bought | SYYF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −50.4% |
| January 23, 2024 | Bought | SYYF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −50.4% |
| January 23, 2024 | Bought | TJXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −7.1% |
| January 23, 2024 | Bought | TJXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00011 | −7.1% |
| January 23, 2024 | Bought | TJXF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | −7.1% |
| January 23, 2024 | Sold some | VF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00011 | +11.8% |
| January 23, 2024 | Bought | WMTS O : Kathy Manning GST FBO Randall Kaplan > ManKap Family LL | $1,001 - $15,00011 | +58.0% |
| January 23, 2024 | Bought | WMTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00011 | +58.0% |
| January 16, 2024 | Sold | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $15,001 - $50,00011 | – |
| January 8, 2024 | Bought | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $100,001 - $250,00011 | – |
| January 8, 2024 | Bought | S O : The 2021 Kathy Manning Irrevocable GST Trust FBO Randal | $15,001 - $50,00011 | – |
| January 8, 2024 | Bought Spouse | Seven Bridges Private Equity Opportunities Fund III LP | $15,001 - $50,00011 | – |
| January 5, 2024 | Sold some | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $500,001 - $1,000,00011 | – |
| January 1, 2024 | Bought Spouse | J. Goldman, L.P. | $100,001 - $250,00012 | – |
| January 1, 2024 | Bought | S O : 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall | $500,001 - $1,000,00012 | – |
| December 31, 2023 | Sold some | S O : The 2011 Randall R. Kaplan Living Trust D : In | $100,001 - $250,00012 | – |
| December 31, 2023 | Sold some | Kaplan Alaska LLC D : Hedge fund. Fund manager letter on file | $500,001 - $1,000,00012 | – |
| December 12, 2023 | Sold Spouse | CFGCitizens Financial Group, Inc. (CFG) | $1,001 - $15,00012 | −49.9% |
| December 12, 2023 | Sold | CFGF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00012 | −49.9% |
| December 12, 2023 | Sold | CFGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00012 | −49.9% |
| December 12, 2023 | Sold | ELF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00012 | +89.8% |
| December 12, 2023 | Sold | ELF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00012 | +89.8% |
| December 12, 2023 | Sold | ELF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00012 | +89.8% |
| December 12, 2023 | Sold | MDTLLC D : Hedge fund. Fund manager letter on file with the Comm | $1,001 - $15,00012 | +47.1% |
| December 12, 2023 | Sold | MDTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $15,001 - $50,00012 | +47.1% |
| December 12, 2023 | Sold | MDTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00012 | +47.1% |
| December 12, 2023 | Sold | PYPLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00012 | +69.2% |
| December 12, 2023 | Sold | PYPLF S : New S O : MV Capital - GST Exempt Trust #2 SP | $15,001 - $50,00012 | +69.2% |
| December 12, 2023 | Sold | PYPLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00012 | +69.2% |
| December 12, 2023 | Sold | PFEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00012 | +63.3% |
| December 12, 2023 | Sold | PFES O : The 2011 Randall R. Kaplan Living Trust > MV Capital - | $15,001 - $50,00012 | +63.3% |
| December 12, 2023 | Sold | PFEF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00012 | +63.3% |
| December 12, 2023 | Sold | DISS O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & D | $15,001 - $50,00012 | +44.9% |
| December 12, 2023 | Sold | DISF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00012 | +44.9% |
| December 12, 2023 | Sold | DISF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00012 | +44.9% |
| November 1, 2023 | Sold some Spouse | Seven Bridges Long/Short Equity Fund Ltd. | $100,001 - $250,00013 | – |
| November 1, 2023 | Sold some | L : US D : Hedge Fund. Fund manager letter on file with | $250,001 - $500,00013 | – |
| November 1, 2023 | Sold some | L : US D : Hedge Fund. Fund manager letter on file with | $500,001 - $1,000,00013 | – |
| November 1, 2023 | Bought | L : US D : Hedge fund. Fund manager letter on file with | $100,001 - $250,00013 | – |
| August 31, 2023 | Bought Spouse | Seven Bridges Multi-Strategy Fund LP | $1,001 - $15,00014 | – |
| June 10, 2022LATE | Bought Joint | BXBlackstone Inc. (BX) | $15,001 - $50,00015 | −98.9% |
| April 28, 2023 | Bought | ABTAbbott Laboratories (ABT) | $1,001 - $15,00016 | −90.6% |
| April 28, 2023 | Sold some | ABBVF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −3.3% |
| April 28, 2023 | Sold some | ABBVF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −3.3% |
| April 28, 2023 | Sold some | ABBVF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00016 | −3.3% |
| April 28, 2023 | Bought | ACNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00016 | −103.6% |
| April 28, 2023 | Bought | ACNF S : New S O : MV Capital - GST Exempt Trust #2 Acc | $1,001 - $15,00016 | −103.6% |
| April 28, 2023 | Sold some | GOOGLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −139.8% |
| April 28, 2023 | Sold some | GOOGLF S : New S O : MV Capital - GST Exempt Trust #2 Alp | $1,001 - $15,00016 | −139.8% |
| April 28, 2023 | Sold some | GOOGLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −139.8% |
| April 28, 2023 | Bought | AMGNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00016 | −5.2% |
| April 28, 2023 | Bought | AONF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −95.6% |
| April 28, 2023 | Bought | AAPLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +16.9% |
| April 28, 2023 | Bought | AAPLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00016 | +16.9% |
| April 28, 2023 | Bought | AAPLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +16.9% |
| April 28, 2023 | Sold some | CATF S : New S O : MV Capital - GST Exempt Trust #2 Cat | $1,001 - $15,00016 | −148.4% |
| April 28, 2023 | Bought | CNCF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −85.2% |
| April 28, 2023 | Bought | CNCF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −85.2% |
| April 28, 2023 | Sold some | CBF S : New S O : MV Capital - GST Exempt Trust #2 Chu | $1,001 - $15,00016 | +7.1% |
| April 28, 2023 | Bought | CFGF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +19.2% |
| April 28, 2023 | Bought | CFGF S : New S O : MV Capital - GST Exempt Trust #2 Cit | $1,001 - $15,00016 | +19.2% |
| April 28, 2023 | Sold some | ELF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +143.2% |
| April 28, 2023 | Sold some | ELF S : New S O : MV Capital - GST Exempt Trust #2 Est | $1,001 - $15,00016 | +143.2% |
| April 28, 2023 | Bought | INTUF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −111.2% |
| April 28, 2023 | Bought | INTUF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −111.2% |
| April 28, 2023 | Sold some | JPMF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00016 | −57.2% |
| April 28, 2023 | Sold some | JPMF S : New S O : MV Capital - GST Exempt Trust #2 JP | $1,001 - $15,00016 | −57.2% |
| April 28, 2023 | Bought | LRCXLam Research Corporation (LRCX) | $1,001 - $15,00016 | +343.9% |
| April 28, 2023 | Sold some | LMTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +70.9% |
| April 28, 2023 | Sold some | LMTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +70.9% |
| April 28, 2023 | Sold some | LMTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00016 | +70.9% |
| April 28, 2023 | Bought | MDTF S : New S O : MV Capital - GST Exempt Trust #2 Med | $1,001 - $15,00016 | −80.6% |
| April 28, 2023 | Bought | MDTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −80.6% |
| April 28, 2023 | Sold some | MUF S : New S O : MV Capital - GST Exempt Trust #2 Mic | $1,001 - $15,00016 | −1261.4% |
| April 28, 2023 | Bought | MSFTF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −10.0% |
| April 28, 2023 | Bought | MSFTF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00016 | −10.0% |
| April 28, 2023 | Bought | MSFTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $15,001 - $50,00016 | −10.0% |
| April 28, 2023 | Sold some | NKEF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +156.2% |
| April 28, 2023 | Sold some | NKEF S : New S O : MV Capital - GST Exempt Trust #2 Nik | $1,001 - $15,00016 | +156.2% |
| April 28, 2023 | Bought | NVDAF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +597.3% |
| April 28, 2023 | Bought | NVDAF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +597.3% |
| April 28, 2023 | Bought | PKGF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00016 | −13.6% |
| April 28, 2023 | Bought | PKGF S : New S O : MV Capital - GST Exempt Trust #2 Pac | $1,001 - $15,00016 | −13.6% |
| April 28, 2023 | Bought | PYPLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −110.3% |
| April 28, 2023 | Bought | PYPLF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −110.3% |
| April 28, 2023 | Bought | PFEF S : New S O : MV Capital - GST Exempt Trust #2 Pfi | $1,001 - $15,00016 | −109.9% |
| April 28, 2023 | Sold some | PGProcter & Gamble Company (PG) | $1,001 - $15,00016 | +85.1% |
| April 28, 2023 | Bought | QCOMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −32.8% |
| April 28, 2023 | Bought | QCOMF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | −32.8% |
| April 28, 2023 | Bought | QCOMF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00016 | −32.8% |
| April 28, 2023 | Sold some | SBUXF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00016 | +100.8% |
| April 28, 2023 | Sold some | SBUXF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00016 | +100.8% |
| April 28, 2023 | Sold some | SBUXF S : New S O : MV Capital - GST Exempt Trust #2 Sta | $1,001 - $15,00016 | +100.8% |
| April 28, 2023 | Sold some | TJXF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +2.1% |
| April 28, 2023 | Sold some | TJXF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +2.1% |
| April 28, 2023 | Sold some | TJXF S : New S O : MV Capital - GST Exempt Trust #2 SP | $1,001 - $15,00016 | +2.1% |
| April 28, 2023 | Sold some | WMTWalmart Inc. (WMT) | $1,001 - $15,00016 | −48.7% |
| April 28, 2023 | Sold some | DISF S : New S O : Kathy Manning GST FBO Randall Kaplan | $1,001 - $15,00016 | +77.7% |
| March 31, 2023 | Sold some Spouse | ECLEcolab Inc. (ECL) | $15,001 - $50,00017 | +14.0% |
| December 30, 2022 | Sold some | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $100,001 - $250,00018 | – |
| December 30, 2022 | Sold some | F S : New S O : RRK Charitable Trust U/A 11/28/00 #2 | $500,001 - $1,000,00018 | – |
| December 30, 2022 | Sold some | S O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & D | $100,001 - $250,00018 | – |
| December 30, 2022 | Bought | S O : 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall | $250,001 - $500,00018 | – |
| December 30, 2022 | Bought | S O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & D | $100,001 - $250,00018 | – |
| December 30, 2022 | Bought | S O : 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall | $250,001 - $500,00018 | – |
| December 30, 2022 | Bought | S O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & D | $100,001 - $250,00018 | – |
| November 1, 2022 | Bought | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $100,001 - $250,00019 | – |
| October 12, 2022 | Bought Spouse | MMM3M Company (MMM) | $1,001 - $15,00019 | −35.0% |
| October 12, 2022 | Bought | ACNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −124.6% |
| October 12, 2022 | Sold | ADBEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +130.8% |
| October 12, 2022 | Bought | GOOGLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +141.5% |
| October 12, 2022 | Bought | AMZNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +5.0% |
| October 12, 2022 | Bought | AEEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −74.9% |
| October 12, 2022 | Bought | AEPF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −60.9% |
| October 12, 2022 | Sold | AMTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +115.6% |
| October 12, 2022 | Sold | AMGNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +41.0% |
| October 12, 2022 | Sold some | AAPLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −31.8% |
| October 12, 2022 | Bought | AMATF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +322.0% |
| October 12, 2022 | Sold | TF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +55.8% |
| October 12, 2022 | Sold some | BACF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +44.9% |
| October 12, 2022 | Sold some | BRK.BF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +14.9% |
| October 12, 2022 | Sold | BLKF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +2.9% |
| October 12, 2022 | Bought | BRCMF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | – |
| October 12, 2022 | Sold some Spouse | CSCOCisco Systems, Inc. (CSCO) | $1,001 - $15,00019 | −57.0% |
| October 12, 2022 | Sold some | KOF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +49.6% |
| October 12, 2022 | Bought | CMCSAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −135.0% |
| October 12, 2022 | Sold some | COSTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +4.4% |
| October 12, 2022 | Sold | EQIXF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +23.8% |
| October 12, 2022 | Sold | ELF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +167.9% |
| October 12, 2022 | Bought | FDXF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +21.8% |
| October 12, 2022 | Sold some | HDF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +106.6% |
| October 12, 2022 | Bought | INTCF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +160.1% |
| October 12, 2022 | Bought | INTUF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −131.4% |
| October 12, 2022 | Sold | ISRGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −13.2% |
| October 12, 2022 | Bought | INVHF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −133.2% |
| October 12, 2022 | Bought | JNJF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −60.8% |
| October 12, 2022 | Bought | KMBF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −124.2% |
| October 12, 2022 | Sold | LRCXF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −640.0% |
| October 12, 2022 | Bought | MAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +1.0% |
| October 12, 2022 | Sold some | MCDF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +114.2% |
| October 12, 2022 | Bought | MDTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −97.6% |
| October 12, 2022 | Sold some Spouse | FBMeta Platforms, Inc. - Class A (FB) | $1,001 - $15,00019 | – |
| October 12, 2022 | Bought | MSFTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +22.5% |
| October 12, 2022 | Sold | NKEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +174.5% |
| October 12, 2022 | Bought | NVDAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +1672.5% |
| October 12, 2022 | Sold | ORCLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +5.6% |
| October 12, 2022 | Bought | PFEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −146.4% |
| October 12, 2022 | Bought | PPLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −72.7% |
| October 12, 2022 | Bought | PGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −90.2% |
| October 12, 2022 | Sold | QCOMF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +52.2% |
| October 12, 2022 | Sold | RTNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | – |
| October 12, 2022 | Sold Spouse | SPGIS&P Global Inc. (SPGI) | $1,001 - $15,00019 | +62.2% |
| October 12, 2022 | Bought | CRMF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −47.3% |
| October 12, 2022 | Bought | TSLAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −49.6% |
| October 12, 2022 | Bought | TXNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −32.3% |
| October 12, 2022 | Bought | TMOF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −77.3% |
| October 12, 2022 | Sold | UPSF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +155.1% |
| October 12, 2022 | Sold some | UNHF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +135.1% |
| October 12, 2022 | Bought | VZF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −92.0% |
| October 12, 2022 | Sold some | VF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | −7.8% |
| October 12, 2022 | Bought | WELLF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00019 | +188.7% |
| October 1, 2022 | Bought | F S : New S O : The 2011 Randall R. Kaplan Living Tr | $100,001 - $250,00020 | – |
| October 1, 2022 | Bought | L : US D : Hedge Fund. Fund manager letter on file with | $15,001 - $50,00020 | – |
| October 1, 2022 | Bought | L : US D : Hedge fund. Fund manager letter on file with | $100,001 - $250,00020 | – |
| October 1, 2022 | Bought | L : US D : Hedge fund. Fund manager letter on file with | $15,001 - $50,00020 | – |
| September 12, 2022 | Bought Spouse | ABBVAbbVie Inc. (ABBV) | $1,001 - $15,00020 | +12.9% |
| September 12, 2022 | Sold some | AMZNF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | +4.6% |
| September 12, 2022 | Bought | TF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | −52.6% |
| September 12, 2022 | Sold some | AVGOF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | −433.6% |
| September 12, 2022 | Bought | CHTRF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | −160.7% |
| September 12, 2022 | Sold | CMCSAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | +122.3% |
| September 12, 2022 | Bought | ISRGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | +4.9% |
| September 12, 2022 | Sold some | JNJF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | +34.9% |
| September 12, 2022 | Bought | MRKF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | −23.1% |
| September 12, 2022 | Sold some | MSFTF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | −14.5% |
| September 12, 2022 | Sold some | PFEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | +126.2% |
| September 12, 2022 | Sold some | PGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00020 | +76.5% |
| September 12, 2022 | Sold some | TSLAS O : The 2011 Kathy E Manning Living Trust > Randall Robert | $1,001 - $15,00020 | +68.7% |
| August 5, 2022 | Bought Spouse | GOOGLAlphabet Inc. - Class A (GOOGL) | $1,001 - $15,00021 | +110.6% |
| August 5, 2022 | Bought | GOOGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | – |
| August 5, 2022 | Bought | AMZNF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −9.1% |
| August 5, 2022 | Bought | AAPLF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +21.1% |
| August 5, 2022 | Sold | TF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +58.6% |
| August 5, 2022 | Bought | BACF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −35.8% |
| August 5, 2022 | Bought | BRK.BF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | −4.5% |
| August 5, 2022 | Bought | AVGOF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +409.5% |
| August 5, 2022 | Bought | CVXF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −40.2% |
| August 5, 2022 | Bought | COSTF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −3.7% |
| August 5, 2022 | Bought | XOMF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +10.8% |
| August 5, 2022 | Bought | HDF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −87.1% |
| August 5, 2022 | Bought | JNJF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −38.6% |
| August 5, 2022 | Sold some | MRKS O : Charles Schwab - O'Shaughnessy Asset Management SP Merc | $1,001 - $15,00021 | +20.6% |
| August 5, 2022 | Bought | METAF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +254.2% |
| August 5, 2022 | Bought | MSFTF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +4.0% |
| August 5, 2022 | Bought | NVDAF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +957.3% |
| August 5, 2022 | Bought | PEPF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −113.1% |
| August 5, 2022 | Bought | PFEF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | −126.9% |
| August 5, 2022 | Bought | PGF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | −78.1% |
| August 5, 2022 | Bought | TSLAF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −60.9% |
| August 5, 2022 | Bought | UNHF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −110.7% |
| August 3, 2022 | Sold | MOF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +19.3% |
| August 3, 2022 | Sold | AMCRF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +117.3% |
| August 3, 2022 | Sold | AIGF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +29.7% |
| August 3, 2022 | Sold | AMPF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +0.8% |
| August 3, 2022 | Sold | AMGNF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +11.2% |
| August 3, 2022 | Sold | APAF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +43.5% |
| August 3, 2022 | Sold | TF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +58.3% |
| August 3, 2022 | Sold | AZOF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +40.9% |
| August 3, 2022 | Sold | BACF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +33.9% |
| August 3, 2022 | Sold Joint | BBYBest Buy Co., Inc. (BBY) | $1,001 - $15,00021 | +63.8% |
| August 3, 2022 | Sold | BIIBF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +77.3% |
| August 3, 2022 | Sold | BXPF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +119.3% |
| August 3, 2022 | Sold | BLDRF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +107.0% |
| August 3, 2022 | Sold | COFF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +1.2% |
| August 3, 2022 | Sold | CAHF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | −236.0% |
| August 3, 2022 | Sold | CEF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +143.3% |
| August 3, 2022 | Sold | CHTRF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +161.9% |
| August 3, 2022 | Sold | CS O : The 2011 Randall R. Kaplan Living Trust > MV Capital - | $1,001 - $15,00021 | −54.5% |
| August 3, 2022 | Sold | CMAF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | – |
| August 3, 2022 | Sold | CCKF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +71.3% |
| August 3, 2022 | Sold | DRIF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +15.7% |
| August 3, 2022 | Sold | DVNF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +96.7% |
| August 3, 2022 | Sold | DFSF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | – |
| August 3, 2022 | Sold | DPZF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +107.3% |
| August 3, 2022 | Sold | EMNF S : New S O : Charles Schwab - O'Shaughnessy Asset | $1,001 - $15,00021 | +119.5% |
| August 3, 2022 | Sold | FICOF S : New S O : The 2011 Randall R. Kaplan Living Tr | $1,001 - $15,00021 | +22.3% |
Showing the latest 400 of 803 trades.
Sources
Each trade links to the report it was filed on.
- 1Kathy Manning: periodic transaction report filed April 21, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029046.pdfH20029046
- 2Kathy Manning: periodic transaction report filed January 27, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026638.pdfH20026638
- 3Kathy Manning: periodic transaction report filed November 5, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026143.pdfH20026143
- 4Kathy Manning: periodic transaction report filed October 5, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025959.pdfH20025959
- 5Kathy Manning: periodic transaction report filed September 4, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025770.pdfH20025770
- 6Kathy Manning: periodic transaction report filed August 16, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025679.pdfH20025679
- 7Kathy Manning: periodic transaction report filed July 6, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025373.pdfH20025373
- 8Kathy Manning: periodic transaction report filed May 22, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025112.pdfH20025112
- 9Kathy Manning: periodic transaction report filed May 3, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024982.pdfH20024982
- 10Kathy Manning: periodic transaction report filed March 4, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024604.pdfH20024604
- 11Kathy Manning: periodic transaction report filed February 6, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024436.pdfH20024436
- 12Kathy Manning: periodic transaction report filed January 12, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024231.pdfH20024231
- 13Kathy Manning: periodic transaction report filed December 6, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20024098.pdfH20024098
- 14Kathy Manning: periodic transaction report filed September 8, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023647.pdfH20023647
- 15Kathy Manning: periodic transaction report filed August 2, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023313.pdfH20023313
- 16Kathy Manning: periodic transaction report filed May 19, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022978.pdfH20022978
- 17Kathy Manning: periodic transaction report filed April 11, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022709.pdfH20022709
- 18Kathy Manning: periodic transaction report filed January 10, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022223.pdfH20022223
- 19Kathy Manning: periodic transaction report filed November 10, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021938.pdfH20021938
- 20Kathy Manning: periodic transaction report filed October 11, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021754.pdfH20021754
- 21Kathy Manning: periodic transaction report filed September 14, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021695.pdfH20021695