Kathy Manning

Estimate as of Oct 26, 2026

Democrat · House NC06

Wikipedia biography ↗Years Elected: About 4.0Rank: #16

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2021 – Jan 3, 2025

Estimated public-equity portfolio performance

1 year

23.02%

Cumulative estimated return

SPY: 13.01%
Outperformance: 10.01 percentage points

2025-10-24 – 2026-10-26

Missing information

68 rows without a saved price.
95 sales exceeding observed holdings (unmatched amount omitted).
1264 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

93.75%

Cumulative estimated return

SPY: 85.52%
Outperformance: 8.23 percentage points

2023-10-26 – 2026-10-26

Missing information

68 rows without a saved price.
95 sales exceeding observed holdings (unmatched amount omitted).
1264 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

49.62%

Cumulative estimated return

SPY: 67.86%
Outperformance: -18.24 percentage points

2021-10-26 – 2026-10-26

Missing information

68 rows without a saved price.
95 sales exceeding observed holdings (unmatched amount omitted).
1264 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 565 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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
NKE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$39.12Nov 2, 2026	Unavailable
NVDA	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
PKG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$258.64Nov 2, 2026	Unavailable
PYPL	Spouse	None	Unavailable	Unavailable	$58.78Nov 2, 2026	Unavailable
PFE	Spouse	None	Unavailable	Unavailable	$30.67Nov 2, 2026	Unavailable
PG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$163.56Nov 2, 2026	Unavailable
QCOM	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$162.08Nov 2, 2026	Unavailable
SBUX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$104.40Nov 2, 2026	Unavailable
SYY	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$81.74Nov 2, 2026	Unavailable
TJX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$141.00Nov 2, 2026	Unavailable
V	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$425.51Nov 2, 2026	Unavailable
WMT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$127.69Nov 2, 2026	Unavailable
DIS	Spouse	None	Unavailable	Unavailable	$113.11Nov 2, 2026	Unavailable
ECL	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$308.38Nov 2, 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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ automatic Data Processing, Inc. (aDP) [ST]	joint	54.54018678846547140227691049	16423.14
Align Technology, Inc. (ALGN) [ST]	joint	17.9516778185972607026944888	2733.32
Amcor plc Ordinary Shares (AMCR) [ST]	joint	2.4191158684083212385099177	111.74
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ armstrong World Industries Inc (aWI) [ST]	joint	103.7947586922677737415672029	17107.45
AutoZone, Inc. (AZO) [ST]	joint	7.762247269503999546096901127	24762.11
Biogen Inc. (BIIB) [ST]	joint	28.05609856157304211209854666	7077.43
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Booking Holdings Inc. (BKNG) [ST]	joint	135.0915525777234443491358058	20687.92
Builders FirstSource, Inc. (BLDR) [ST]	joint	5.0672239651039114858635478	284.83
The Bank of New York Mellon Corporation (BK) [ST]	joint	2.4614150883696228801392820	362.27
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ BorgWarner Inc. (BWa) [ST]	joint	318.3596932271618567660496587	17547.99
Citigroup, Inc. (C) [ST]	joint	164.0209830858768578880567813	19853.10
Crown Holdings, Inc. (CCK) [ST]	joint	4.70503642349519582379421955	549.12
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Cadence Design Systems, Inc. (CDNS) [ST]	joint	98.61333662023912239615432023	31770.26
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ CF Industries Holdings, Inc. (CF) [ST]	joint	290.9272727272727272727272727	35155.65
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Cummins Inc. (CMI) [ST]	joint	48.93272171253822629969418960	25549.24
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ ConocoPhillips (CoP) [ST]	joint	190.0356294536817102137767221	28765.69
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ amerisourceBergen Corporation (aBC) [ST]	joint	89.23154137854115547624358688	29446.41
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Carlisle Companies Incorporated (CSL) [ST]	joint	66.14169973544973544973544974	22883.04
MV Capital - Joint account #3 ⇒ Chevron Corporation (CVX) [ST]	joint	86.96195652173913043478260870	20176.04
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Darling Ingredients Inc. (DaR) [ST]	joint	388.5624089363768819815444390	22210.23
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Deckers outdoor Corporation (DECK) [ST]	joint	284.2769157882272702557334931	22847.34
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Dover Corporation (DoV) [ST]	joint	85.42979177789642285104111052	17300.39
Devon Energy Corporation (DVN) [ST]	joint	305.6696313331598880146930984	15784.78
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Brinker International, Inc. (EaT) [ST]	joint	190.4880952380952380952380952	35807.95
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ eBay Inc. (EBaY) [ST]	joint	200.8661812703991965854883254	23826.75
Eastman Chemical Company (EMN) [ST]	joint	0.93701646072687616890716338	61.59
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Fidelity National Information Services, Inc. (FIS) [ST]	joint	57.52031059026529585160687325	2120.77
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Fifth Third Bancorp (FITB) [ST]	joint	428.0631353665061530230069556	22730.15
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Hartford Financial Services Group, Inc. (HIG) [ST]	joint	210.5948933929981574098446960	28628.27
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Huntington Ingalls Industries, Inc. (HII) [ST]	joint	41.79771171830102920432579280	11747.25
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ HNI Corporation (HNI) [ST]	joint	328.6976170912078882497945768	15678.88
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Hewlett Packard Enterprise Company (HPE) [ST]	joint	795.2783300198807157057654076	46698.74
HP Inc. (HPQ) [ST]	joint	0.1473792449938399325634722	5.02
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Humana Inc. (HUM) [ST]	joint	20.95359069718715625163689697	8742.26
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Summit Hotel Properties, Inc. (INN) [ST]	joint	648.3387358184764991896272285	4551.34
MV Capital - Joint account #3 ⇒ Intel Corporation (INTC) [ST]	joint	541.8556185395131710570190063	49021.68
International Paper Company (IP) [ST]	joint	245.2506365262372784735873886	8191.37
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Jabil Inc. (JBL) [ST]	joint	281.3115330520393811533052039	77551.96
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Jones Lang LaSalle Incorporated (JLL) [ST]	joint	75.77666224663762076150786134	22779.22
Kinder Morgan, Inc. (KMI) [ST]	joint	12.7087080330872579823204391	431.33
Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST]	joint	5.9801300777126937073879840	44.85
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Lennar Corporation Class a (LEN) [ST]	joint	172.6225717395644464829473818	14496.84
L3Harris Technologies, Inc. (LHX) [ST]	joint	2.51003873343058793177594499	653.19
Lowe's Companies, Inc. (LOW) [ST]	joint	0.94082980063374856425942493	186.49
Lumen Technologies, Inc. (LUMN) [ST]	joint	6.4935170342714526307245906	28.77
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Southwest airlines Company (LUV) [ST]	joint	256.016	10970.29
McKesson Corporation (MCK) [ST]	joint	0.03744470464807640788438847	37.18
Match Group, Inc. (MTCH) [ST]	joint	104.5470789355373330183284835	4726.57
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Meritage Homes Corporation (MTH) [ST]	joint	304.4330289193302891933028919	19364.98
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ MasTec, Inc. (MTZ) [ST]	joint	222.8551532033426183844011142	38462.57
Netflix, Inc. (NFLX) [ST]	joint	48.910237409609705889197708	3125.36
Northrop Grumman Corporation (NOC) [ST]	joint	0.93510185829980009373418845	528.72
ServiceNow, Inc. (NOW) [ST]	joint	104.2299568073499709925168862	16487.09
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ omnicom Group Inc. (oMC) [ST]	joint	98.74722290792396939027400642	7882.99
PulteGroup, Inc. (PHM) [ST]	joint	272.1912791533651737562142167	33019.52
MV Capital - Joint account #2 ⇒ Pinnacle Financial Partners, Inc. (PNFP) [ST]	joint	18633.55279503105590062111801	1869131.68
Prudential Financial, Inc. (PRU) [ST]	joint	0.85383890114696385130238192	98.87
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Regions Financial Corporation (RF) [ST]	joint	744.2325581395348837209302326	21292.49
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ ResMed Inc. (RMD) [ST]	joint	51.50978624774658768993046613	13042.28
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Reliance Steel & aluminum Co. Common Stock (RS) [ST]	joint	89.31123018530922080821611967	37677.73
MV Capital - Joint account #3 ⇒ Schlumberger N.V. (SLB) [ST]	joint	475.6539833531510107015457788	25247.71
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Sterling Construction Company Inc (STRL) [ST]	joint	568.2173295454545454545454545	204967.36
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Seagate Technology PLC - ordinary Shares (STX) [ST]	joint	160.1701701701701701701701702	103183.23
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Skyworks Solutions, Inc. (SWKS) [ST]	joint	77.01675009626492106276472853	6418.58
Synchrony Financial (SYF) [ST]	joint	413.7609437340192698033330455	30961.73
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Synaptics Incorporated (SYNa) [ST]	joint	122.3505123107508793393485242	14357.83
AT&T Inc. (T) [ST]	joint	303.0071439226360981989181487	6317.70
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Thermo Fisher Scientific Inc (TMo) [ST]	joint	23.90492410660929843432532568	16372.24
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ T-Mobile US, Inc. (TMUS) [ST]	joint	102.0211680693700586585054833	14989.97
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Textron Inc. (TXT) [ST]	joint	303.5091047040971168437025797	23707.10
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Vornado Realty Trust (VNo) [ST]	joint	182.5764491099954358740301232	6353.66
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Discovery, Inc. - Series a (DISCa) [ST]	joint	356.8465655664585191793041927	11044.40
Wells Fargo & Company (WFC) [ST]	joint	279.1422940588328020966467761	23071.11
MV Capital - Joint account #3 ⇒ Exxon Mobil Corporation (XoM) [ST]	joint	172.1648375295889821390144179	31771.30
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Xerox Holdings Corporation (XRX) [ST]	joint	437.4248223072717331875341717	1095.75
MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Yum! Brands, Inc. (YUM) [ST]	joint	79.42519606869850094311525861	11871.68
Apple Inc. - Common Stock (AAPL) [ST]	spouse	1148.589070606649919425040584	395011.27
AbbVie Inc. Common Stock (ABBV) [ST]	spouse	408.9450572156408094199714873	117260.91
Abbott Laboratories Common Stock (ABT) [ST]	spouse	1064.034671299080956493803487	111595.96
Accenture plc Class A Ordinary Shares (ACN) [ST]	spouse	211.5907075466861903548442253	52311.57
Ameren Corporation (AEE) [ST]	spouse	106.7587403255938083800373632	11538.48
American Electric Power Company, Inc. (AEP) [ST]	spouse	97.87741619770002446782481037	12647.72
MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) [ST]	spouse	229.1093928980526918671248568	8891.74
Applied Materials, Inc. (AMAT) [ST]	spouse	105.2558873832390474937508223	40796.13
Amgen Inc. - Common Stock (AMGN) [ST]	spouse	275.5111405052392755671177080	122500.52
MV Capital - RRK Roth IRA #3 ⇒ Ameriprise Financial, Inc. (AMP) [ST]	spouse	21.06337045520364373535529052	10396.88
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Amazon.com, Inc. (AMZN) [ST]	spouse	213.9035145452152165328419113	53281.23
Aon plc Class A Ordinary Shares (AON) [ST]	spouse	311.6233097610921535447674433	94128.94
Air Products and Chemicals, Inc. Common Stock (APD) [ST]	spouse	358.0972341459581687857772706	109477.49
Broadcom Inc. (AVGO) [ST]	spouse	155.6655218600300867045255703	51240.42
MV Capital - RRK Roth IRa #3 ⇒ autoZone, Inc. (aZo) [ST]	spouse	7.841167476870001568135486906	25013.87
MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) [ST]	spouse	1440.495990495990495990495991	72773.86
MV Capital - RRK Roth IRA #3 ⇒ Best Buy Co., Inc. (BBY) [ST]	spouse	204.4072560040878896269800716	20021.69
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Bristol-Myers Squibb Company (BMY) [ST]	spouse	155.9247709998051062171116741	9606.53
MV Capital - RRK Roth IRA #1 ⇒ Blue Ridge Bankshares, Inc. (BRBS) [ST]	spouse	10726.23762376237623762376238	43012.21
Berkshire Hathaway Inc. New (BRK.B) [ST]	spouse	25.81665433919792579055876598	14161.98
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cardinal Health, Inc. (CAH) [ST]	spouse	79.37003968253968253968253968	19964.74
Caterpillar, Inc. Common Stock (CAT) [ST]	spouse	310.1934841533671530104125181	214694.22
Chubb Limited Common Stock (CB) [ST]	spouse	342.0347728513331122274042695	122017.48
MV Capital - RRK Roth IRa #3 ⇒ CF Industries Holdings, Inc. (CF) [ST]	spouse	290.9272727272727272727272727	35155.65
Citizens Financial Group, Inc. (CFG) [ST]	spouse	1466.188029020556227327690447	95844.71
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) [ST]	spouse	84.60765651438240270727580372	8915.95
Charter Communications, Inc. - Class A (CHTR) [ST]	spouse	19.68384795177758641899372617	2011.30
Comcast Corporation - Class A (CMCSA) [ST]	spouse	297.6632176368070247097315432	6563.47
CME Group Inc. - Class A Common Stock (CME) [ST]	spouse	188.3350454031786443570834752	58018.49
Centene Corporation Common Stock (CNC) [ST]	spouse	895.3144130920124164694422689	60908.24
Costco Wholesale Corporation - Common Stock (COST) [ST]	spouse	92.78993791873484888087728763	93268.73
Salesforce, Inc. Common Stock (CRM) [ST]	spouse	372.9526443666878633433844384	92346.80
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cisco Systems, Inc. (CSCO) [ST]	spouse	158.3630245447347585114806017	17457.94
MV Capital - RRK Roth IRa #3 ⇒ CSX Corporation (CSX) [ST]	spouse	362.3961950777592688515483802	18594.55
CVS Health Corporation (CVS) [ST]	spouse	83.88906364684911397714165880	7762.26
Chevron Corporation (CVX) [ST]	spouse	197.1570330532415798230289685	45742.40
MV Capital - RRK Roth IRa #3 ⇒ Delta air Lines, Inc. (DaL) [ST]	spouse	308.7803936703975299112311849	24443.06
MV Capital - RRK Roth IRa #3 ⇒ DaVita Inc. (DVa) [ST]	spouse	101.2593342614858878622959119	18634.76
MV Capital - RRK Roth IRa #3 ⇒ Devon Energy Corporation (DVN) [ST]	spouse	308.0670003850596842510589141	15908.58
MV Capital - RRK Roth IRa #3 ⇒ eBay Inc. (EBaY) [ST]	spouse	200.8661812703991965854883254	23826.75
Wells Fargo Brokerage ⇒ Ecolab Inc. (ECL) [ST]	spouse	541.9763045122258633728258130	156571.53
MV Capital - RRK Roth IRa #3 ⇒ Equitable Holdings, Inc. (EQH) [ST]	spouse	436.7085152838427947598253275	23398.84
Expeditors International of Washington, Inc. (EXPD) [ST]	spouse	447.3009356396551205303730728	87863.32
FedEx Corporation (FDX) [ST]	spouse	64.98348409886105854501422716	19532.74
MV Capital - RRK Roth IRa #3 ⇒ Fifth Third Bancorp (FITB) [ST]	spouse	428.0631353665061530230069556	22730.15
General Mills, Inc. (GIS) [ST]	spouse	118.3353916660640639762531074	3987.90
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	150.7870600818129484071464860	47375.79
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	spouse	534.0407368446073804531870941	169184.11
Garmin Ltd. Common Stock (GRMN) [ST]	spouse	563.5116725493838627778809834	165063.84
MV Capital - RRK Roth IRa #3 ⇒ Huntington Ingalls Industries, Inc. (HII) [ST]	spouse	41.79771171830102920432579280	11747.25
MV Capital - RRK Roth IRa #3 ⇒ Host Hotels & Resorts, Inc. (HST) [ST]	spouse	649.9187652315190901705930138	16286.96
MV Capital - RRK Roth IRa #3 ⇒ arconic Inc. (aRNC) [ST]	spouse	612.1270084162203519510328998	118973.01
Intel Corporation (INTC) [ST]	spouse	523.0102726864017445125687379	47316.74
Intuit Inc. - Common Stock (INTU) [ST]	spouse	96.31992515900401218344091034	32738.18
Invitation Homes Inc. (INVH) [ST]	spouse	248.4627329192546583850931677	6837.69
JP Morgan Chase & Co. (JPM) [ST]	spouse	584.3350879219865550417654093	195191.29
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kimberly-Clark Corporation (KMB) [ST]	spouse	65.84231750473212081310180232	7218.29
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) [ST]	spouse	175.0273463137169109604025377	11686.58
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) [ST]	spouse	73.91444937176644493717664449	10337.67
Linde plc Ordinary Share (LIN) [ST]	spouse	28.88475702216766553541771969	14660.75
MV Capital - RRK Roth IRA #3 ⇒ Eli Lilly and Company (LLY) [ST]	spouse	69.47951691484251698346256776	88874.03
Lockheed Martin Corporation Common Stock (LMT) [ST]	spouse	109.0448091182299995138608352	69265.26
Lowe's Companies, Inc. (LOW) [ST]	spouse	43.24594594594594594594594595	8572.21
Lam Research Corporation - Common Stock (LRCX) [ST]	spouse	1067.262400936472793897572752	253474.82
Mastercard Incorporated Common Stock (MA) [ST]	spouse	165.2858761210931925684376080	101402.89
MV Capital - RRK Roth IRa #3 ⇒ McKesson Corporation (MCK) [ST]	spouse	56.64070796460176991150442478	56236.86
Medtronic plc. Ordinary Shares (MDT) [ST]	spouse	458.3443451020039173513768259	43446.46
MV Capital - RRK Roth IRA #3 ⇒ MetLife, Inc. (MET) [ST]	spouse	120.9814002721911386662634205	12102.98
3M Company (MMM) [ST]	spouse	87.83036284993113561911269995	15176.21
Merck & Company, Inc. Common Stock (MRK) [ST]	spouse	558.1094981536176327237376519	78475.78
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Morgan Stanley (MS) [ST]	spouse	85.79624664879356568364611260	15742.75
MSCI Inc. Common Stock (MSCI) [ST]	spouse	118.5868154140878691543047550	73247.52
Microsoft Corporation - Common Stock (MSFT) [ST]	spouse	911.7104831328793859751874751	485577.00
Micron Technology, Inc. (MU) [ST]	spouse	1079.218623921662694990563481	975289.87
NextEra Energy, Inc. (NEE) [ST]	spouse	101.6452801422944987930377335	8338.98
Nike, Inc. Common Stock (NKE) [ST]	spouse	44.4280396798931589899352256	1684.27
NVIDIA Corporation - Common Stock (NVDA) [ST]	spouse	4450.979294228581331109823378	961411.53
MV Capital - RRK Roth IRA #3 ⇒ NXP Semiconductors N.V. (NXPI) [ST]	spouse	34.83324625566004876349703936	8563.06
MV Capital - RRK Roth IRa #3 ⇒ altice USa, Inc. Class a (aTUS) [ST]	spouse	308.0670003850596842510589141	223.35
Pepsico, Inc. (PEP) [ST]	spouse	92.58874436221425052251505207	12542.07
Pfizer, Inc. Common Stock (PFE) [ST]	spouse	275.5555873226559377678448139	8208.80
Packaging Corporation of America Common Stock (PKG) [ST]	spouse	294.7363628478551560686625402	74786.40
Philip Morris International Inc (PM) [ST]	spouse	88.71701042359724994455533378	17909.30
PPL Corporation (PPL) [ST]	spouse	333.6321934945788156797331109	11650.44
MV Capital - RRK Roth IRa #3 ⇒ Phillips 66 (PSX) [ST]	spouse	109.3412600792674593412600793	31583.22
QUALCOMM Incorporated - Common Stock (QCOM) [ST]	spouse	381.7123340326500325555965111	68555.54
MV Capital - RRK Roth IRa #3 ⇒ Regency Centers Corporation (REG) [ST]	spouse	182.2022318378501480300614894	13422.84
MV Capital - RRK Roth IRa #3 ⇒ Regions Financial Corporation (RF) [ST]	spouse	744.2325581395348837209302326	21292.49
MV Capital - RRK Roth IRa #3 ⇒ Rockwell automation, Inc. (RoK) [ST]	spouse	42.22345366265568925480261769	18151.44
Starbucks Corporation - Common Stock (SBUX) [ST]	spouse	37.9233971851891478155719426	3894.35
MV Capital - GST Exempt Trust #2 ⇒ Schlumberger N.V. (SLB) [ST]	spouse	475.6539833531510107015457788	25247.71
MV Capital - RRK Roth IRa #3 ⇒ Seagate Technology PLC - ordinary Shares (STX) [ST]	spouse	160.1701701701701701701701702	103183.23
MV Capital - RRK Roth IRa #3 ⇒ Synchrony Financial (SYF) [ST]	spouse	408.8145120081757792539601431	30591.59
Sysco Corporation Common Stock (SYY) [ST]	spouse	1097.839325611208066060441920	90198.48
MV Capital - RRK Roth IRa #3 ⇒ Teradyne, Inc. (TER) [ST]	spouse	127.9261272785417332906939559	39529.17
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Target Corporation (TGT) [ST]	spouse	56.17539671394467069231849459	8343.73
TJX Companies, Inc. (TJX) [ST]	spouse	842.1061624199962078993375087	121010.66
Thermo Fisher Scientific Inc (TMO) [ST]	spouse	30.82639641635752100943805207	21112.69
Tesla, Inc. (TSLA) [ST]	spouse	71.63609281177323050160074971	28054.13
Texas Instruments Incorporated (TXN) [ST]	spouse	52.79115803365225998020455295	15738.10
MV Capital - RRK Roth IRa #3 ⇒ Textron Inc. (TXT) [ST]	spouse	303.5091047040971168437025797	23707.10
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	spouse	14.05265530161513383347642143	5771.43
MV Capital - RRK Roth IRA #3 ⇒ Union Pacific Corporation (UNP) [ST]	spouse	2.037700512987541731129386858	605.14
Visa Inc. (V) [ST]	spouse	504.5293032087257939477759457	203910.56
MV Capital - RRK Roth IRa #3 ⇒ Vornado Realty Trust (VNo) [ST]	spouse	182.5764491099954358740301232	6353.66
MV Capital - RRK Roth IRA #3 ⇒ Voya Financial, Inc. (VOYA) [ST]	spouse	109.6559758771929824561403509	10588.38
Verizon Communications Inc. (VZ) [ST]	spouse	381.0403145781220061419684183	16422.84
MV Capital - RRK Roth IRa #3 ⇒ Waters Corporation (WaT) [ST]	spouse	42.78342245989304812834224599	19508.38
Welltower Inc. (WELL) [ST]	spouse	138.1540321188050423070281471	33241.24
Wells Fargo & Company (WFC) [ST]	spouse	469.9218589477216985060174008	38839.04
MV Capital - RRK Roth IRa #3 ⇒ Whirlpool Corporation (WHR) [ST]	spouse	4.479148022194379810273850009	118.47
Walmart Inc. Common Stock (WMT) [ST]	spouse	1909.037955495484482374308774	229638.18
Western Union Company (WU) [ST]	spouse	16.7452580941793277610793154	103.99
Exxon Mobil Corporation (XOM) [ST]	spouse	357.2527458494520177296206087	65927.42
MV Capital - RRK Roth IRa #3 ⇒ Yum! Brands, Inc. (YUM) [ST]	spouse	79.42519606869850094311525861	11871.68

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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
WMT	Spouse	Jan 23, 2024	$54.27	Jul 2, 2024	$68.07	25.44%
NVDA	Spouse	Jul 27, 2022	$17.79	Jul 2, 2024	$122.67	589.54%
NVDA	Spouse	Jul 27, 2022	$17.79	Jul 2, 2024	$122.67	589.54%
NKE	Spouse	Jan 23, 2024	$101.90	Jul 2, 2024	$76.04	-25.38%
NKE	Spouse	Jan 23, 2024	$101.90	Jul 2, 2024	$76.04	-25.38%
NKE	Spouse	Jan 23, 2024	$101.90	Jul 2, 2024	$76.04	-25.38%
MDT	Spouse	Jan 23, 2024	$86.34	Jul 2, 2024	$77.37	-10.39%
LMT	Spouse	Jan 23, 2024	$439.67	Jul 2, 2024	$465.70	5.92%
LMT	Spouse	Jan 23, 2024	$439.67	Jul 2, 2024	$465.70	5.92%
CME	Spouse	Jan 23, 2024	$203.97	Jul 2, 2024	$197.08	-3.38%
CB	Spouse	Jan 23, 2024	$240.35	Jul 2, 2024	$255.57	6.33%
AON	Spouse	Jan 23, 2024	$304.46	Jul 2, 2024	$295.57	-2.92%
AON	Spouse	Jan 23, 2024	$304.46	Jul 2, 2024	$295.57	-2.92%
AON	Spouse	Jan 23, 2024	$304.46	Jul 2, 2024	$295.57	-2.92%
APD	Spouse	Oct 22, 2021	$291.23	Jul 2, 2024	$251.00	-13.81%
APD	Spouse	Jul 27, 2022	$237.89	Jul 2, 2024	$251.00	5.51%
ACN	Spouse	Jul 27, 2022	$297.53	Jul 2, 2024	$303.83	2.12%
ACN	Spouse	Apr 28, 2023	$280.29	Jul 2, 2024	$303.83	8.40%
QCOM	Spouse	Apr 28, 2023	$116.80	Jan 23, 2024	$153.50	31.42%
LRCX	Spouse	Jul 27, 2022	$46.77	Jan 23, 2024	$83.04	77.56%
LRCX	Spouse	Jul 27, 2022	$46.77	Jan 23, 2024	$83.04	77.56%
INTU	Spouse	Jul 27, 2022	$433.16	Jan 23, 2024	$635.82	46.79%
INTU	Spouse	Jul 27, 2022	$433.16	Jan 23, 2024	$635.82	46.79%
AAPL	Spouse	Apr 28, 2023	$169.68	Jan 23, 2024	$195.18	15.03%
AAPL	Spouse	Jul 27, 2022	$156.79	Jan 23, 2024	$195.18	24.48%
ACN	Spouse	Jul 27, 2022	$297.53	Jan 23, 2024	$369.86	24.31%
ACN	Spouse	Jul 27, 2022	$297.53	Jan 23, 2024	$369.86	24.31%
PFE	Spouse	Jul 27, 2022	$51.55	Dec 12, 2023	$28.58	-44.56%
PYPL	Spouse	Jul 27, 2022	$86.42	Dec 12, 2023	$58.89	-31.86%
PYPL	Spouse	Jul 27, 2022	$86.42	Dec 12, 2023	$58.89	-31.86%
PYPL	Spouse	Apr 28, 2023	$76.00	Dec 12, 2023	$58.89	-22.51%
MDT	Spouse	Jul 27, 2022	$93.22	Dec 12, 2023	$80.08	-14.10%
MDT	Spouse	Apr 28, 2023	$90.95	Dec 12, 2023	$80.08	-11.95%
MDT	Spouse	Jul 27, 2022	$93.22	Dec 12, 2023	$80.08	-14.10%
CFG	Spouse	Jul 27, 2022	$37.33	Dec 12, 2023	$29.31	-21.48%
CFG	Spouse	Jul 27, 2022	$37.33	Dec 12, 2023	$29.31	-21.48%
CFG	Spouse	Apr 28, 2023	$30.94	Dec 12, 2023	$29.31	-5.27%

All trades

965 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
CSCO — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Cisco Systems, Inc. (CSCO) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 526 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
KO — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Coca-Cola Company (KO) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 528 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
CMCSA — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Comcast Corporation - Class A (CMCSA) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 530 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
COST — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Costco Wholesale Corporation (COST) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 533 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
CVS — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ CVS Health Corporation (CVS) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 536 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
DHR — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Danaher Corporation (DHR) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 537 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
LLY — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Eli Lilly and Company (LLY) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 538 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
XOM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Exxon Mobil Corporation (XOM) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 541 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
HD — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Home Depot, Inc. (HD) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 544 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
INTC — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Intel Corporation (INTC) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 547 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
JNJ — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Johnson & Johnson (JNJ) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 553 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
JPM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ JP Morgan Chase & Co. (JPM) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 557 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
LIN — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Linde plc Ordinary Share (LIN) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 560 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
LOW — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Lowe's Companies, Inc. (LOW) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 561 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
MA — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Mastercard Incorporated (MA) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 562 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
MCD — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ McDonald's Corporation (MCD) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 564 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
MRK — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 567 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
FB — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Meta Platforms, Inc. - Class A (FB) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 570 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
MSFT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Microsoft Corporation (MSFT) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 573 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
NEE — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ NextEra Energy, Inc. (NEE) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 577 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
NKE — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Nike, Inc. (NKE) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 578 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
NVDA — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ NVIDIA Corporation (NVDA) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 580 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
PEP — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Pepsico, Inc. (PEP) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 584 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
PFE — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Pfizer, Inc. (PFE) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 586 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
PM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Philip Morris International Inc (PM) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 590 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
PG — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Procter & Gamble Company (PG) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 592 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
QCOM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ QUALCOMM Incorporated (QCOM) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 596 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
RTN — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Raytheon Company (RTN) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 598 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
SPGI — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ S&P Global Inc. (SPGI) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 600 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
CRM — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Salesforce, Inc. (CRM) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 602 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
TSLA — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Tesla, Inc. (TSLA) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 604 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
TMO — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Thermo Fisher Scientific Inc (TMO) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 609 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
UNH — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 612 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
VZ — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Verizon Communications Inc. (VZ) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 615 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
V — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Visa Inc. (V) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 617 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
WMT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Walmart Inc. (WMT) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 619 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
DIS — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Walt Disney Company (DIS) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 620 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
WFC — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Wells Fargo & Company (WFC) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 621 · Annual spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
ABT — Abbott Laboratories (ABT) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
ABBV — AbbVie Inc. (ABBV) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
ADBE — Adobe Inc. (ADBE) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
GOOGL — Alphabet Inc. - Class A (GOOGL) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
AMZN — Amazon.com, Inc. (AMZN) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
AAPL — Apple Inc. (AAPL) [ST]	Spouse	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 38 · Ptr spouse · P · $15,001 - $50,000	Jul 15, 2022	Sep 12, 2026
T — AT&T Inc. (T) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
BAC — Bank of America Corporation (BAC) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 46 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
BMY — Bristol-Myers Squibb Company (BMY) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 50 · Ptr spouse · P · $1,001 - $15,000	Jul 15, 2022	Sep 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.

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