Elected Trades

All politicians

Kathy Manning

Updated Sep 14, 2026

Democrat · House NC06

Wikipedia biography ↗Years Elected: About 4.0Rank: #6

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

32.99%

Cumulative estimated return

SPY: 14.60%
Outperformance: 18.39 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 30 rows without a saved price.
  • 141 sales exceeding observed holdings (unmatched amount omitted).

3 years

99.07%

Cumulative estimated return

SPY: 70.83%
Outperformance: 28.24 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 30 rows without a saved price.
  • 141 sales exceeding observed holdings (unmatched amount omitted).

5 years

52.80%

Cumulative estimated return

SPY: 69.11%
Outperformance: -16.31 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 30 rows without a saved price.
  • 141 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
TJXSpouse$1,001 - $15,000UnavailableUnavailable$122.84Sep 16, 2026Unavailable
VSpouse$15,001 - $50,000UnavailableUnavailable$370.93Sep 16, 2026Unavailable
WMTSpouse$1,001 - $15,000UnavailableUnavailable$107.50Sep 16, 2026Unavailable
DISSpouseNoneUnavailableUnavailable$106.99Sep 16, 2026Unavailable
BRBSSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
ALLYSpouse$1,001 - $15,000UnavailableUnavailable$40.31Sep 16, 2026Unavailable
AMPSpouse$1,001 - $15,000UnavailableUnavailable$540.86Sep 16, 2026Unavailable
AMGNSpouse$1,001 - $15,000UnavailableUnavailable$376.35Sep 16, 2026Unavailable
BACSpouse$1,001 - $15,000UnavailableUnavailable$57.90Sep 16, 2026Unavailable
BBYSpouse$1,001 - $15,000UnavailableUnavailable$92.45Sep 16, 2026Unavailable
CATSpouse$1,001 - $15,000UnavailableUnavailable$782.72Sep 16, 2026Unavailable
LLYSpouse$1,001 - $15,000UnavailableUnavailable$1137.82Sep 16, 2026Unavailable
LRCXSpouse$1,001 - $15,000UnavailableUnavailable$269.23Sep 16, 2026Unavailable
METSpouse$1,001 - $15,000UnavailableUnavailable$97.23Sep 16, 2026Unavailable
NXPISpouse$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PFESpouse$1,001 - $15,000UnavailableUnavailable$27.46Sep 16, 2026Unavailable
QCOMSpouse$1,001 - $15,000UnavailableUnavailable$184.84Sep 16, 2026Unavailable
SBUXSpouse$1,001 - $15,000UnavailableUnavailable$97.34Sep 16, 2026Unavailable
UNPSpouse$1 - $1,000UnavailableUnavailable$280.92Sep 16, 2026Unavailable
VOYASpouse$1,001 - $15,000UnavailableUnavailable$100.28Sep 16, 2026Unavailable
WUSpouse$1,001 - $15,000UnavailableUnavailable$6.54Sep 16, 2026Unavailable
AMZNSpouse$15,001 - $50,000UnavailableUnavailable$245.96Sep 16, 2026Unavailable
AVDXSpouse$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
MSFTSpouse$15,001 - $50,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
ABTSpouse$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ABBVSpouse$1,001 - $15,000UnavailableUnavailable$262.51Sep 16, 2026Unavailable
ACNSpouse$1,001 - $15,000UnavailableUnavailable$189.64Sep 16, 2026Unavailable
APDSpouse$1,001 - $15,000UnavailableUnavailable$287.08Sep 16, 2026Unavailable
GOOGLSpouse$1,001 - $15,000UnavailableUnavailable$342.87Sep 16, 2026Unavailable
GOOGSpouse$1,001 - $15,000UnavailableUnavailable$339.36Sep 16, 2026Unavailable
AMGNSpouse$1,001 - $15,000UnavailableUnavailable$376.35Sep 16, 2026Unavailable
AONSpouse$1,001 - $15,000UnavailableUnavailable$300.57Sep 16, 2026Unavailable
AAPLSpouse$15,001 - $50,000UnavailableUnavailable$332.41Sep 16, 2026Unavailable
CATSpouse$1,001 - $15,000UnavailableUnavailable$782.72Sep 16, 2026Unavailable
CNCSpouse$1,001 - $15,000UnavailableUnavailable$66.01Sep 16, 2026Unavailable
CBSpouse$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CFGSpouseNoneUnavailableUnavailable$66.84Sep 16, 2026Unavailable
CMESpouse$1,001 - $15,000UnavailableUnavailable$272.46Sep 16, 2026Unavailable
ELSpouseNoneUnavailableUnavailable$95.60Sep 16, 2026Unavailable
EXPDSpouse$1,001 - $15,000UnavailableUnavailable$189.04Sep 16, 2026Unavailable
GISSpouse$1,001 - $15,000UnavailableUnavailable$36.81Sep 16, 2026Unavailable
HDSpouse$1,001 - $15,000UnavailableUnavailable$302.47Sep 16, 2026Unavailable
INTUSpouse$1,001 - $15,000UnavailableUnavailable$318.13Sep 16, 2026Unavailable
JNJSpouse$1,001 - $15,000UnavailableUnavailable$267.28Sep 16, 2026Unavailable
JPMSpouse$1,001 - $15,000UnavailableUnavailable$348.92Sep 16, 2026Unavailable
LRCXSpouse$1,001 - $15,000UnavailableUnavailable$269.23Sep 16, 2026Unavailable
LMTSpouse$1,001 - $15,000UnavailableUnavailable$537.25Sep 16, 2026Unavailable
MDTSpouseNoneUnavailableUnavailable$92.60Sep 16, 2026Unavailable
MUSpouse$1,001 - $15,000UnavailableUnavailable$926.55Sep 16, 2026Unavailable
MSFTSpouse$15,001 - $50,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable

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
AssetOwnerEstimated unitsEstimated value
Bank of America Corporation (BAC) [ST]joint1.9961498102350462079801082118.81
Builders FirstSource, Inc. (BLDR) [ST]joint5.0672239651039114858635478305.05
Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST]joint5.980161736099379679378804460.28
L3Harris Technologies, Inc. (LHX) [ST]joint2.51003873343058793177594499626.66
Lowe's Companies, Inc. (LOW) [ST]joint0.94082980063374856425942493183.09
Northrop Grumman Corporation (NOC) [ST]joint0.93510185829980009373418845496.77
Accenture plc Class A Ordinary Shares (ACN) [ST]not_reported55.4333766242223903296607862810720.82
Aon plc Class A Ordinary Shares (AON) [ST]not_reported24.603296635709453225905652257495.89
Citizens Financial Group, Inc. (CFG) [ST]not_reported472.899367457836438785368049033216.45
CME Group Inc. - Class A (CME) [ST]not_reported41.7083724324887915754353039311473.56
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]not_reported70.4269366197183098591549295824045.87
QUALCOMM Incorporated (QCOM) [ST]not_reported68.4974315068493150684931506812863.82
TJX Companies, Inc. (TJX) [ST]not_reported30.08374552611546628560744673748.43
Accenture plc Class A Ordinary Shares (ACN) [ST]spouse276.484180752764165805014559953472.04
Ameren Corporation (AEE) [ST]spouse106.758740325593808380037363210998.29
MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) [ST]spouse229.10939289805269186712485689526.37
Applied Materials, Inc. (AMAT) [ST]spouse105.255887383239047493750822344330.62
Aon plc Class A Ordinary Shares (AON) [ST]spouse232.790293929784264166852446370924.22
MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) [ST]spouse1440.49599049599049599049599185738.32
Berkshire Hathaway Inc. New (BRK.B) [ST]spouse25.8166543391979257905587659813341.01
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) [ST]spouse84.607656514382402707275803727996.27
Charter Communications, Inc. - Class A (CHTR) [ST]spouse19.683847951777586418993726172779.36
Comcast Corporation - Class A (CMCSA) [ST]spouse297.66321816855473187782388007268.94
CME Group Inc. - Class A Common Stock (CME) [ST]spouse149.111139926883110700173145241018.98
Costco Wholesale Corporation - Common Stock (COST) [ST]spouse22.2515356732106265972489626120056.42
Danaher Corporation (DHR) [ST]spouse35.287903731793406646722895907387.88
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]spouse258.407452871697263715190607688228.06
Garmin Ltd. Common Stock (GRMN) [ST]spouse563.5116725493838627778809834157202.85
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) [ST]spouse175.027346313716910960402537710895.45
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) [ST]spouse73.914449371766444937176644499552.70
Lowe's Companies, Inc. (LOW) [ST]spouse43.245945945945945945945945958416.09
3M Company (MMM) [ST]spouse87.8303630064417239640718540514463.03
QUALCOMM Incorporated - Common Stock (QCOM) [ST]spouse485.953376377926905519765892291262.04
TJX Companies, Inc. (TJX) [ST]spouse589.618260042550384209036646073466.44
Western Union Company (WU) [ST]spouse16.7452580941793277610793154110.77
Exxon Mobil Corporation (XOM) [ST]spouse185.087908319863035590606190831339.08

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
ABBV — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ AbbVie Inc. (ABBV) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 444 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
ACN — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 445 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
APD — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Air Products and Chemicals, Inc. (APD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 446 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
GOOGL — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. - Class A (GOOGL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 447 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
GOOG — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 448 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
AMGN — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Amgen Inc. (AMGN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 449 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
AON — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Aon plc Class A Ordinary Shares (AON) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 450 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
AAPL — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Apple Inc. (AAPL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 451 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
CAT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Caterpillar, Inc. (CAT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 452 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
CNC — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Centene Corporation (CNC) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 453 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
CB — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Chubb Limited (CB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 454 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
CFG — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 455 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
CME — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ CME Group Inc. - Class A (CME) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 456 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
EL — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Estee Lauder Companies, Inc. (EL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 457 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
EXPD — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 458 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
GIS — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ General Mills, Inc. (GIS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 459 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
HD — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Home Depot, Inc. (HD) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 460 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
INTU — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Intuit Inc. (INTU) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 461 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
JNJ — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Johnson & Johnson (JNJ) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 462 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
JPM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ JP Morgan Chase & Co. (JPM) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 463 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
LRCX — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Lam Research Corporation (LRCX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 464 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
LMT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Lockheed Martin Corporation (LMT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 465 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
MDT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 466 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
MU — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Micron Technology, Inc. (MU) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 467 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
MSFT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Microsoft Corporation (MSFT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 468 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
NKE — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Nike, Inc. (NKE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 469 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
NVDA — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ NVIDIA Corporation (NVDA) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 470 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
PKG — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Packaging Corporation of America (PKG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 471 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
PYPL — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ PayPal Holdings, Inc. (PYPL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 472 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
PFE — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Pfizer, Inc. (PFE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 473 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
PG — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Procter & Gamble Company (PG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 474 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
QCOM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ QUALCOMM Incorporated (QCOM) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 475 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
SBUX — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Starbucks Corporation (SBUX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 476 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
SYY — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Sysco Corporation (SYY) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 477 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
TJX — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ TJX Companies, Inc. (TJX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 478 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
V — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Visa Inc. (V) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 479 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
WMT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Walmart Inc. (WMT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 480 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
DIS — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Walt Disney Company (DIS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 481 · Annual
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 14, 2026
ABT — Abbott Laboratories (ABT) [ST]Multiple ownersPurchase
Source rows (3)

$3,003–$45,000

Original ↗ · Row 1 · Ptr
spouse · P · $1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · P · $1,001 - $15,000

Original ↗ · Row 3 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
ABBV — AbbVie Inc. (ABBV) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
ABBV — AbbVie Inc. (ABBV) [ST]Multiple ownersSale (partial)
Source rows (2)

$16,002–$65,000

Original ↗ · Row 7 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Original ↗ · Row 8 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]Multiple ownersPurchase
Source rows (3)

$3,003–$45,000

Original ↗ · Row 9 · Ptr
spouse · P · $1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · P · $1,001 - $15,000

Original ↗ · Row 11 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
APD — Air Products and Chemicals, Inc. (APD) [ST]Multiple ownersPurchase
Source rows (3)

$3,003–$45,000

Original ↗ · Row 14 · Ptr
spouse · P · $1,001 - $15,000

Original ↗ · Row 15 · Ptr
not_reported · P · $1,001 - $15,000

Original ↗ · Row 16 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
GOOGL — Alphabet Inc. - Class A (GOOGL) [ST]Multiple ownersSale (partial)
Source rows (2)

$2,002–$30,000

Original ↗ · Row 18 · Ptr
spouse · S (partial) · $1,001 - $15,000

Original ↗ · Row 19 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
GOOGL — Alphabet Inc. - Class A (GOOGL) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]Multiple ownersPurchase
Source rows (2)

$2,002–$30,000

Original ↗ · Row 22 · Ptr
spouse · P · $1,001 - $15,000

Original ↗ · Row 24 · Ptr
not_reported · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
AMGN — Amgen Inc. (AMGN) [ST]Multiple ownersSale (partial)
Source rows (2)

$2,002–$30,000

Original ↗ · Row 32 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Original ↗ · Row 34 · Ptr
spouse · S (partial) · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
AMGN — Amgen Inc. (AMGN) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 33 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
AON — Aon plc Class A Ordinary Shares (AON) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Ptr
spouse · P · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026
AON — Aon plc Class A Ordinary Shares (AON) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jul 27, 2022Sep 12, 2026

All disclosures

49 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Apr 21, 2025Kathy Manning — Financial disclosure (T) filed 2025-04-21
Financial		Not establishedNeeds review
Apr 21, 2025Kathy Manning — PTR filed 2025-04-21
Ptr		Not establishedNeeds review
Jan 27, 2025Kathy Manning — PTR filed 2025-01-27
Ptr		Not establishedParsed
Jan 9, 2025Kathy Manning — Financial disclosure (X) filed 2025-01-09
Financial		Not establishedParsed
Nov 5, 2024Kathy Manning — PTR filed 2024-11-05
Ptr		Not establishedParsed
Oct 5, 2024Kathy Manning — PTR filed 2024-10-05
Ptr		Not establishedParsed
Sep 4, 2024Kathy Manning — PTR filed 2024-09-04
Ptr		Not establishedParsed
Aug 16, 2024Kathy Manning — PTR filed 2024-08-16
Ptr		Not establishedParsed
Jul 29, 2024Kathy Manning — Annual report filed 2024-07-29
Annual		Dec 31, 2023Needs review
Jul 6, 2024Kathy Manning — PTR filed 2024-07-06
Ptr		Not establishedParsed
May 22, 2024Kathy Manning — PTR filed 2024-05-22
Ptr		Not establishedParsed
May 3, 2024Kathy Manning — PTR filed 2024-05-03
Ptr		Not establishedParsed
Apr 15, 2024Kathy Manning — Financial disclosure (X) filed 2024-04-15
Financial		Not establishedParsed
Mar 4, 2024Kathy Manning — PTR filed 2024-03-04
Ptr		Not establishedParsed
Feb 6, 2024Kathy Manning — PTR filed 2024-02-06
Ptr		Not establishedParsed
Jan 12, 2024Kathy Manning — PTR filed 2024-01-12
Ptr		Not establishedParsed
Dec 6, 2023Kathy Manning — PTR filed 2023-12-06
Ptr		Not establishedParsed
Sep 8, 2023Kathy Manning — PTR filed 2023-09-08
Ptr		Not establishedParsed
Aug 2, 2023Kathy Manning — Annual report filed 2023-08-02
Annual		Dec 31, 2022Needs review
Aug 2, 2023Kathy Manning — PTR filed 2023-08-02
Ptr		Not establishedParsed
May 19, 2023Kathy Manning — PTR filed 2023-05-19
Ptr		Not establishedParsed
Apr 11, 2023Kathy Manning — PTR filed 2023-04-11
Ptr		Not establishedParsed
Apr 5, 2023Kathy Manning — Financial disclosure (X) filed 2023-04-05
Financial		Not establishedParsed
Jan 10, 2023Kathy Manning — PTR filed 2023-01-10
Ptr		Not establishedParsed
Nov 10, 2022Kathy Manning — PTR filed 2022-11-10
Ptr		Not establishedParsed
Oct 11, 2022Kathy Manning — PTR filed 2022-10-11
Ptr		Not establishedParsed
Sep 14, 2022Kathy Manning — PTR filed 2022-09-14
Ptr		Not establishedParsed
Sep 11, 2022Kathy Manning — PTR filed 2022-09-11
Ptr		Not establishedParsed
Aug 12, 2022Kathy Manning — Annual report filed 2022-08-12
Annual		Dec 31, 2021Needs review
Aug 10, 2022Kathy Manning — PTR filed 2022-08-10
Ptr		Not establishedParsed
Jul 26, 2022Kathy Manning — PTR filed 2022-07-26
Ptr		Not establishedParsed
Jul 7, 2022Kathy Manning — PTR filed 2022-07-07
Ptr		Not establishedParsed
Jun 6, 2022Kathy Manning — PTR filed 2022-06-06
Ptr		Not establishedParsed
May 4, 2022Kathy Manning — PTR filed 2022-05-04
Ptr		Not establishedParsed
Apr 13, 2022Kathy Manning — Financial disclosure (X) filed 2022-04-13
Financial		Not establishedParsed
Apr 7, 2022Kathy Manning — PTR filed 2022-04-07
Ptr		Not establishedParsed
Mar 4, 2022Kathy Manning — PTR filed 2022-03-04
Ptr		Not establishedParsed
Feb 11, 2022Kathy Manning — PTR filed 2022-02-11
Ptr		Not establishedParsed
Nov 5, 2021Kathy Manning — PTR filed 2021-11-05
Ptr		Not establishedParsed
Aug 11, 2021Kathy Manning — Financial disclosure (H) filed 2021-08-11
Financial		Not establishedNeeds review
May 6, 2021Kathy Manning — PTR filed 2021-05-06
Ptr		Not establishedParsed
Apr 26, 2021Kathy Manning — Financial disclosure (X) filed 2021-04-26
Financial		Not establishedParsed
Mar 4, 2021Kathy Manning — PTR filed 2021-03-04
Ptr		Not establishedParsed
Feb 4, 2021Kathy Manning — PTR filed 2021-02-04
Ptr		Not establishedParsed
Dec 22, 2020Kathy Manning — Financial disclosure (A) filed 2020-12-22
Financial		Not establishedNeeds review
Dec 22, 2020Kathy Manning — Financial disclosure (A) filed 2020-12-22
Financial		Not establishedNeeds review
May 11, 2020Kathy Manning — Financial disclosure (C) filed 2020-05-11
Financial		Apr 30, 2020Parsed
Feb 2, 2020Kathy Manning — Financial disclosure (C) filed 2020-02-02
Financial		Dec 31, 2019Parsed
Jan 7, 2020Kathy Manning — Financial disclosure (X) filed 2020-01-07
Financial		Not establishedAwaiting extraction