1 year
33.01%
Cumulative estimated return
SPY: 14.60%
Outperformance: 18.41 percentage points
2025-09-15 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 140 sales exceeding observed holdings (unmatched amount omitted).
Kathy Manning
Updated Sep 14, 2026Democrat · House NC06
Wikipedia biography ↗Years Elected: About 4.0Rank: #6
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Jan 3, 2025
Estimated public-equity portfolio performance
3 years
99.19%
Cumulative estimated return
SPY: 70.83%
Outperformance: 28.36 percentage points
2023-09-15 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 140 sales exceeding observed holdings (unmatched amount omitted).
5 years
52.99%
Cumulative estimated return
SPY: 69.11%
Outperformance: -16.12 percentage points
2021-09-15 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 140 sales exceeding observed holdings (unmatched amount omitted).
As of Sep 15, 2026. 531 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2023. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| BAC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $59.52Sep 15, 2026 | Unavailable |
| ABT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| ACN | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| APD | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOGL | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AON | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $304.67Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| CAT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $783.54Sep 15, 2026 | Unavailable |
| CNC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $67.66Sep 15, 2026 | Unavailable |
| CB | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CFG | Spouse | None | Unavailable | Unavailable | $70.24Sep 15, 2026 | Unavailable |
| CME | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $275.09Sep 15, 2026 | Unavailable |
| EL | Spouse | None | Unavailable | Unavailable | $96.25Sep 15, 2026 | Unavailable |
| EXPD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $193.90Sep 15, 2026 | Unavailable |
| GIS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $36.58Sep 15, 2026 | Unavailable |
| HD | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $305.48Sep 15, 2026 | Unavailable |
| INTU | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $329.27Sep 15, 2026 | Unavailable |
| JNJ | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $267.20Sep 15, 2026 | Unavailable |
| JPM | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LRCX | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| LMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MDT | Spouse | None | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MU | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $927.60Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NKE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $36.22Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| PKG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $231.21Sep 15, 2026 | Unavailable |
| PYPL | Spouse | None | Unavailable | Unavailable | $53.81Sep 15, 2026 | Unavailable |
| PFE | Spouse | None | Unavailable | Unavailable | $27.55Sep 15, 2026 | Unavailable |
| PG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| SBUX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| SYY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $79.60Sep 15, 2026 | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| V | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $59.52Sep 15, 2026 | Unavailable |
| BBY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $93.24Sep 15, 2026 | Unavailable |
| BMY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $63.73Sep 15, 2026 | Unavailable |
| CAH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CHD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $94.51Sep 15, 2026 | Unavailable |
| CSCO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| LLY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $36.58Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Bank of America Corporation (BAC) [ST] | joint | 1.9961498102350462079801082 | 118.81 |
| Builders FirstSource, Inc. (BLDR) [ST] | joint | 5.0672239651039114858635478 | 305.05 |
| Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST] | joint | 5.9801617360993796793788044 | 60.28 |
| L3Harris Technologies, Inc. (LHX) [ST] | joint | 2.51003873343058793177594499 | 626.66 |
| Lowe's Companies, Inc. (LOW) [ST] | joint | 0.94082980063374856425942493 | 183.09 |
| Northrop Grumman Corporation (NOC) [ST] | joint | 0.93510185829980009373418845 | 496.77 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 55.43337662422239032966078628 | 10720.82 |
| Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 24.60329663570945322590565225 | 7495.89 |
| Citizens Financial Group, Inc. (CFG) [ST] | not_reported | 472.8993674578364387853680490 | 33216.45 |
| CME Group Inc. - Class A (CME) [ST] | not_reported | 41.70837243248879157543530393 | 11473.56 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 70.42693661971830985915492958 | 24045.87 |
| QUALCOMM Incorporated (QCOM) [ST] | not_reported | 68.49743150684931506849315068 | 12863.82 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 30.0837455261154662856074467 | 3748.43 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 276.4841807527641658050145599 | 53472.04 |
| Ameren Corporation (AEE) [ST] | spouse | 106.7587403255938083800373632 | 10998.29 |
| MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) [ST] | spouse | 229.1093928980526918671248568 | 9526.37 |
| Applied Materials, Inc. (AMAT) [ST] | spouse | 105.2558873832390474937508223 | 44330.62 |
| Aon plc Class A Ordinary Shares (AON) [ST] | spouse | 232.7902939297842641668524463 | 70924.22 |
| MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) [ST] | spouse | 1440.495990495990495990495991 | 85738.32 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | spouse | 25.81665433919792579055876598 | 13341.01 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) [ST] | spouse | 84.60765651438240270727580372 | 7996.27 |
| Charter Communications, Inc. - Class A (CHTR) [ST] | spouse | 19.68384795177758641899372617 | 2779.36 |
| Comcast Corporation - Class A (CMCSA) [ST] | spouse | 297.6632181685547318778238800 | 7268.94 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | spouse | 149.1111399268831107001731452 | 41018.98 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 22.25153567321062659724896261 | 20056.42 |
| Danaher Corporation (DHR) [ST] | spouse | 35.28790373179340664672289590 | 7387.88 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 258.4074528716972637151906076 | 88228.06 |
| Garmin Ltd. Common Stock (GRMN) [ST] | spouse | 563.5116725493838627778809834 | 157202.85 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) [ST] | spouse | 175.0273463137169109604025377 | 10895.45 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) [ST] | spouse | 73.91444937176644493717664449 | 9552.70 |
| Lowe's Companies, Inc. (LOW) [ST] | spouse | 43.24594594594594594594594595 | 8416.09 |
| 3M Company (MMM) [ST] | spouse | 87.83036300644172396407185405 | 14463.03 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | spouse | 485.9533763779269055197658922 | 91262.04 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 589.6182600425503842090366460 | 73466.44 |
| Western Union Company (WU) [ST] | spouse | 16.7452580941793277610793154 | 114.71 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
954 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| PFE — MV Capital - GST Exempt Trust #2 ⇒ Pfizer, Inc. (PFE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| DIS — MV Capital - GST Exempt Trust #2 ⇒ Walt Disney Company (DIS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| CFG — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| EL — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| MDT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| PYPL — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| PFE — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Pfizer, Inc. (PFE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| DIS — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Walt Disney Company (DIS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| CFG — Citizens Financial Group, Inc. (CFG) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Dec 12, 2023 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Dec 12, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Ptr | Dec 12, 2023 | Sep 12, 2026 |
| PYPL — PayPal Holdings, Inc. (PYPL) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Ptr Original ↗ · Row 14 · Ptr | Dec 12, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr | Dec 12, 2023 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 21 · Ptr Original ↗ · Row 22 · Ptr Original ↗ · Row 23 · Ptr | Dec 12, 2023 | Sep 12, 2026 |
| ABT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Abbott Laboratories (ABT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| ABBV — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 82 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| ACN — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| GOOGL — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 84 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| AMGN — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Amgen Inc. (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| AON — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| AAPL — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Apple Inc. (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| CAT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Caterpillar, Inc. (CAT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| CNC — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Centene Corporation (CNC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| CB — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Chubb Limited (CB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| CFG — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| EL — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| INTU — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Intuit Inc. (INTU) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| JPM — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| LRCX — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Lam Research Corporation (LRCX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| LMT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| MDT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| MU — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Micron Technology, Inc. (MU) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| MSFT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| NKE — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Nike, Inc. (NKE) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| NVDA — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ NVIDIA Corporation (NVDA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| PKG — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Packaging Corporation of America (PKG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| PYPL — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| PFE — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| PG — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| QCOM — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ QUALCOMM Incorporated (QCOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| SBUX — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Starbucks Corporation (SBUX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| TJX — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| WMT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Walmart Inc. (WMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| DIS — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Walt Disney Company (DIS) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Annual | Apr 28, 2023 | Sep 14, 2026 |
| ABBV — MV Capital - GST Exempt Trust #2 ⇒ AbbVie Inc. (ABBV) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| ACN — MV Capital - GST Exempt Trust #2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| GOOGL — MV Capital - GST Exempt Trust #2 ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| AAPL — MV Capital - GST Exempt Trust #2 ⇒ Apple Inc. (AAPL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| CNC — MV Capital - GST Exempt Trust #2 ⇒ Centene Corporation (CNC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
| CFG — MV Capital - GST Exempt Trust #2 ⇒ Citizens Financial Group, Inc. (CFG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Apr 28, 2023 | Sep 14, 2026 |
All disclosures
49 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.