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 |
|---|---|---|---|---|---|---|
| TJX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| V | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| BRBS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ALLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $41.58Sep 15, 2026 | Unavailable |
| AMP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $559.34Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 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 |
| CAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $783.54Sep 15, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| LRCX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| MET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $98.22Sep 15, 2026 | Unavailable |
| NXPI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PFE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $27.55Sep 15, 2026 | Unavailable |
| QCOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| UNP | Spouse | $1 - $1,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| VOYA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $102.44Sep 15, 2026 | Unavailable |
| WU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $6.85Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AVDX | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| ABT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOGL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AON | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $304.67Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| CAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $783.54Sep 15, 2026 | Unavailable |
| CNC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $67.66Sep 15, 2026 | Unavailable |
| CB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CFG | Spouse | None | Unavailable | Unavailable | $70.24Sep 15, 2026 | Unavailable |
| CME | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $275.09Sep 15, 2026 | Unavailable |
| EL | Spouse | None | Unavailable | Unavailable | $96.25Sep 15, 2026 | Unavailable |
| EXPD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $193.90Sep 15, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $36.58Sep 15, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $305.48Sep 15, 2026 | Unavailable |
| INTU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $329.27Sep 15, 2026 | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $267.20Sep 15, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LRCX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| LMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MDT | Spouse | None | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $927.60Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 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 — Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | Sale | Aug 9, 2024 | Sep 12, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | Sale | Aug 9, 2024 | Sep 12, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Source rows (3)$3,003–$45,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| AON — Aon plc Class A Ordinary Shares (AON) [ST] | Spouse | Sale (partial)Source rows (3)$17,003–$80,000 Original ↗ · Row 14 · Ptr Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 17 · Ptr Original ↗ · Row 18 · Ptr Original ↗ · Row 19 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Spouse | Sale (partial) | Jul 2, 2024 | Sep 12, 2026 |
| CNC — Centene Corporation Common Stock (CNC) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 21 · Ptr Original ↗ · Row 22 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Spouse | Sale (partial)Source rows (3)$3,003–$45,000 Original ↗ · Row 23 · Ptr Original ↗ · Row 24 · Ptr Original ↗ · Row 25 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| CME — CME Group Inc. - Class A Common Stock (CME) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 26 · Ptr Original ↗ · Row 27 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| EXPD — Expeditors International of Washington, Inc. (EXPD) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| GRMN — Garmin Ltd. Common Stock (GRMN) [ST] | Spouse | PurchaseSource rows (3)$52,003–$130,000 Original ↗ · Row 30 · Ptr Original ↗ · Row 31 · Ptr Original ↗ · Row 32 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 33 · Ptr Original ↗ · Row 34 · Ptr Original ↗ · Row 35 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | Sale (partial) | Jul 2, 2024 | Sep 12, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 37 · Ptr Original ↗ · Row 38 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 40 · Ptr Original ↗ · Row 41 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| MA — Mastercard Incorporated Common Stock (MA) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 42 · Ptr Original ↗ · Row 43 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | Sale (partial) | Jul 2, 2024 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| MICRD — MICRON SOLUTIONS INC NEW (MICRD) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 47 · Ptr Original ↗ · Row 48 · Ptr Original ↗ · Row 49 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| MSCI — MSCI Inc. Common Stock (MSCI) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 50 · Ptr Original ↗ · Row 51 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| NKE — Nike, Inc. Common Stock (NKE) [ST] | Spouse | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 52 · Ptr Original ↗ · Row 53 · Ptr Original ↗ · Row 54 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (3)$17,003–$80,000 Original ↗ · Row 55 · Ptr Original ↗ · Row 56 · Ptr Original ↗ · Row 57 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| PKG — Packaging Corporation of America Common Stock (PKG) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 61 · Ptr Original ↗ · Row 62 · Ptr Original ↗ · Row 63 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| SYY — Sysco Corporation Common Stock (SYY) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Spouse | Purchase | Jul 2, 2024 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 69 · Ptr Original ↗ · Row 70 · Ptr | Jul 2, 2024 | Sep 12, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Spouse | Sale (partial) | Jul 2, 2024 | Sep 12, 2026 |
| WU — Western Union Company (WU) [ST] | Spouse | Sale | Jun 13, 2024 | Sep 12, 2026 |
| CFG — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| EL — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| MDT — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| PYPL — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| PFE — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Pfizer, Inc. (PFE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| DIS — Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Walt Disney Company (DIS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| CFG — MV Capital - GST Exempt Trust #2 ⇒ Citizens Financial Group, Inc. (CFG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| EL — MV Capital - GST Exempt Trust #2 ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| MDT — MV Capital - GST Exempt Trust #2 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 2023 | Sep 14, 2026 |
| PYPL — MV Capital - GST Exempt Trust #2 ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 12, 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.