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).
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
99.07%
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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| TJX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $122.84Sep 16, 2026 | Unavailable |
| V | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $370.93Sep 16, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $107.50Sep 16, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $106.99Sep 16, 2026 | Unavailable |
| BRBS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ALLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $40.31Sep 16, 2026 | Unavailable |
| AMP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $540.86Sep 16, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $376.35Sep 16, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $57.90Sep 16, 2026 | Unavailable |
| BBY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $92.45Sep 16, 2026 | Unavailable |
| CAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $782.72Sep 16, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1137.82Sep 16, 2026 | Unavailable |
| LRCX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $269.23Sep 16, 2026 | Unavailable |
| MET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $97.23Sep 16, 2026 | Unavailable |
| NXPI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PFE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $27.46Sep 16, 2026 | Unavailable |
| QCOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $184.84Sep 16, 2026 | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| UNP | Spouse | $1 - $1,000 | Unavailable | Unavailable | $280.92Sep 16, 2026 | Unavailable |
| VOYA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $100.28Sep 16, 2026 | Unavailable |
| WU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $6.54Sep 16, 2026 | Unavailable |
| AMZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AVDX | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $490.30Sep 16, 2026 | Unavailable |
| ABT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $262.51Sep 16, 2026 | Unavailable |
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $189.64Sep 16, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $287.08Sep 16, 2026 | Unavailable |
| GOOGL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $342.87Sep 16, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $339.36Sep 16, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $376.35Sep 16, 2026 | Unavailable |
| AON | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $300.57Sep 16, 2026 | Unavailable |
| AAPL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| CAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $782.72Sep 16, 2026 | Unavailable |
| CNC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $66.01Sep 16, 2026 | Unavailable |
| CB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CFG | Spouse | None | Unavailable | Unavailable | $66.84Sep 16, 2026 | Unavailable |
| CME | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $272.46Sep 16, 2026 | Unavailable |
| EL | Spouse | None | Unavailable | Unavailable | $95.60Sep 16, 2026 | Unavailable |
| EXPD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $189.04Sep 16, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $36.81Sep 16, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $302.47Sep 16, 2026 | Unavailable |
| INTU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $318.13Sep 16, 2026 | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $267.28Sep 16, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $348.92Sep 16, 2026 | Unavailable |
| LRCX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $269.23Sep 16, 2026 | Unavailable |
| LMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $537.25Sep 16, 2026 | Unavailable |
| MDT | Spouse | None | Unavailable | Unavailable | $92.60Sep 16, 2026 | Unavailable |
| MU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $926.55Sep 16, 2026 | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $490.30Sep 16, 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 | 110.77 |
| Exxon Mobil Corporation (XOM) [ST] | spouse | 185.0879083198630355906061908 | 31339.08 |
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.
| 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 |
|---|---|---|---|---|
| AAPL — Apple Inc. (AAPL) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 39 · Ptr Original ↗ · Row 41 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 58 · Ptr Original ↗ · Row 59 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| CFG — Citizens Financial Group, Inc. (CFG) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 65 · Ptr Original ↗ · Row 66 · Ptr Original ↗ · Row 67 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 82 · Ptr Original ↗ · Row 83 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| EXPD — Expeditors International of Washington, Inc. (EXPD) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| GIS — General Mills, Inc. (GIS) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| GIS — General Mills, Inc. (GIS) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 89 · Ptr Original ↗ · Row 90 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 99 · Ptr Original ↗ · Row 100 · Ptr Original ↗ · Row 101 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 105 · Ptr Original ↗ · Row 106 · Ptr Original ↗ · Row 107 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| LRCX — Lam Research Corporation (LRCX) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 111 · Ptr Original ↗ · Row 112 · Ptr Original ↗ · Row 113 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 117 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 128 · Ptr Original ↗ · Row 129 · Ptr Original ↗ · Row 130 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| MU — Micron Technology, Inc. (MU) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 134 · Ptr Original ↗ · Row 135 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Multiple owners | PurchaseSource rows (4)$18,004–$95,000 Original ↗ · Row 136 · Ptr Original ↗ · Row 137 · Ptr Original ↗ · Row 138 · Ptr Original ↗ · Row 140 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| NKE — Nike, Inc. (NKE) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| NKE — Nike, Inc. (NKE) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 144 · Ptr Original ↗ · Row 145 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Multiple owners | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 147 · Ptr Original ↗ · Row 148 · Ptr Original ↗ · Row 149 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| PKG — Packaging Corporation of America (PKG) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 153 · Ptr Original ↗ · Row 154 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| PYPL — PayPal Holdings, Inc. (PYPL) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 155 · Ptr Original ↗ · Row 156 · Ptr Original ↗ · Row 157 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 163 · Ptr Original ↗ · Row 164 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| QCOM — QUALCOMM Incorporated (QCOM) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 174 · Ptr Original ↗ · Row 175 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 177 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 182 · Ptr Original ↗ · Row 183 · Ptr Original ↗ · Row 184 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Spouse | Purchase | Jul 27, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 191 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 194 · Ptr Original ↗ · Row 195 · Ptr Original ↗ · Row 196 · Ptr | Jul 27, 2022 | Sep 12, 2026 |
| ALLY — Charles Schwab - O'Shaughnessy Asset Management ⇒ Ally Financial Inc. (ALLY) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| MO — Charles Schwab - O'Shaughnessy Asset Management ⇒ Altria Group, Inc. (MO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| AMCR — Charles Schwab - O'Shaughnessy Asset Management ⇒ Amcor plc Ordinary Shares (AMCR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| AIG — Charles Schwab - O'Shaughnessy Asset Management ⇒ American International Group, Inc. New (AIG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| AMP — Charles Schwab - O'Shaughnessy Asset Management ⇒ Ameriprise Financial, Inc. (AMP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| AMGN — Charles Schwab - O'Shaughnessy Asset Management ⇒ Amgen Inc. (AMGN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| APA — Charles Schwab - O'Shaughnessy Asset Management ⇒ APA Corporation (APA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| T — Charles Schwab - O'Shaughnessy Asset Management ⇒ AT&T Inc. (T) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| AZO — Charles Schwab - O'Shaughnessy Asset Management ⇒ AutoZone, Inc. (AZO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | 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.