Democrat · House NC06
Wikipedia biography ↗Years Elected: About 4.0Rank: #20
Federal elected service; earlier service not yet verified.
21.76%
Cumulative estimated return
SPY: 10.27%
Outperformance: 11.49 percentage points
2025-10-31 – 2026-11-02
80.36%
Cumulative estimated return
SPY: 74.60%
Outperformance: 5.76 percentage points
2023-11-02 – 2026-11-02
42.37%
Cumulative estimated return
SPY: 62.83%
Outperformance: -20.46 percentage points
2021-11-02 – 2026-11-02
As of Nov 2, 2026. 565 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with end-of-day market 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.
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 |
|---|---|---|---|---|---|---|
| BAC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $49.66Nov 3, 2026 | Unavailable |
| ABT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $109.40Nov 3, 2026 | Unavailable |
| ABBV | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $286.00Nov 3, 2026 | Unavailable |
| ACN | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $254.56Nov 3, 2026 | Unavailable |
| APD | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $312.97Nov 3, 2026 | Unavailable |
| GOOGL | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $280.03Nov 3, 2026 | Unavailable |
| GOOG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $278.27Nov 3, 2026 | Unavailable |
| AMGN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $461.26Nov 3, 2026 | Unavailable |
| AON | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $330.16Nov 3, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $331.90Nov 3, 2026 | Unavailable |
| CAT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $623.94Nov 3, 2026 | Unavailable |
| CNC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $67.48Nov 3, 2026 | Unavailable |
| CB | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $366.54Nov 3, 2026 | Unavailable |
| CFG | Spouse | None | Unavailable | Unavailable | $64.37Nov 3, 2026 | Unavailable |
| CME | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $304.06Nov 3, 2026 | Unavailable |
| EL | Spouse | None | Unavailable | Unavailable | $105.39Nov 3, 2026 | Unavailable |
| EXPD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $204.31Nov 3, 2026 | Unavailable |
| GIS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $34.08Nov 3, 2026 | Unavailable |
| HD | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $333.66Nov 3, 2026 | Unavailable |
| INTU | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $344.72Nov 3, 2026 | Unavailable |
| JNJ | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $266.17Nov 3, 2026 | Unavailable |
| JPM | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $337.98Nov 3, 2026 | Unavailable |
| LRCX | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $230.72Nov 3, 2026 | Unavailable |
| LMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $639.00Nov 3, 2026 | Unavailable |
| MDT | Spouse | None | Unavailable | Unavailable | $98.88Nov 3, 2026 | Unavailable |
| MU | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $855.10Nov 3, 2026 | Unavailable |
| MSFT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $520.99Nov 3, 2026 | Unavailable |
| NKE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $38.48Nov 3, 2026 | Unavailable |
| NVDA | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $206.69Nov 3, 2026 | Unavailable |
| PKG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $254.95Nov 3, 2026 | Unavailable |
| PYPL | Spouse | None | Unavailable | Unavailable | $58.21Nov 3, 2026 | Unavailable |
| PFE | Spouse | None | Unavailable | Unavailable | $30.00Nov 3, 2026 | Unavailable |
| PG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $162.06Nov 3, 2026 | Unavailable |
| QCOM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $164.43Nov 3, 2026 | Unavailable |
| SBUX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $104.77Nov 3, 2026 | Unavailable |
| SYY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $74.11Nov 3, 2026 | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $137.63Nov 3, 2026 | Unavailable |
| V | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $420.42Nov 3, 2026 | Unavailable |
| WMT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $124.86Nov 3, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $114.18Nov 3, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $461.26Nov 3, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.90Nov 3, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $49.66Nov 3, 2026 | Unavailable |
| BBY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $93.87Nov 3, 2026 | Unavailable |
| BMY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $61.71Nov 3, 2026 | Unavailable |
| CAH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $252.94Nov 3, 2026 | Unavailable |
| CHD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $109.16Nov 3, 2026 | Unavailable |
| CSCO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $102.97Nov 3, 2026 | Unavailable |
| LLY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $1409.38Nov 3, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $34.08Nov 3, 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| MV Capital - Joint account #4 ⇒ o'Shaughnessy asset Management LLC ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | joint | 57.52031059026529585160687325 | 2309.44 |
| MV Capital - Joint account #2 ⇒ Pinnacle Financial Partners, Inc. (PNFP) [ST] | joint | 18633.55279503105590062111801 | 1943852.23 |
| Wells Fargo & Company (WFC) [ST] | joint | 279.1422940588328020966467761 | 23975.53 |
| Apple Inc. - Common Stock (AAPL) [ST] | spouse | 1148.589070606649919425040584 | 388590.65 |
| AbbVie Inc. Common Stock (ABBV) [ST] | spouse | 408.9450572156408094199714873 | 118119.69 |
| Abbott Laboratories Common Stock (ABT) [ST] | spouse | 1064.034671299080956493803487 | 117214.06 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 211.5907075466861903548442253 | 55212.48 |
| MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) [ST] | spouse | 229.1093928980526918671248568 | 8845.91 |
| Amgen Inc. - Common Stock (AMGN) [ST] | spouse | 275.5111405052392755671177080 | 128236.66 |
| MV Capital - RRK Roth IRA #3 ⇒ Ameriprise Financial, Inc. (AMP) [ST] | spouse | 21.06337045520364373535529052 | 10622.47 |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Amazon.com, Inc. (AMZN) [ST] | spouse | 213.9035145452152165328419113 | 52541.12 |
| Aon plc Class A Ordinary Shares (AON) [ST] | spouse | 311.6233097610921535447674433 | 103888.98 |
| Air Products and Chemicals, Inc. Common Stock (APD) [ST] | spouse | 358.0972341459581687857772706 | 113169.47 |
| MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) [ST] | spouse | 1440.495990495990495990495991 | 71405.39 |
| MV Capital - RRK Roth IRA #3 ⇒ Best Buy Co., Inc. (BBY) [ST] | spouse | 204.4072560040878896269800716 | 19651.71 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Bristol-Myers Squibb Company (BMY) [ST] | spouse | 155.9247709998051062171116741 | 9826.38 |
| MV Capital - RRK Roth IRA #1 ⇒ Blue Ridge Bankshares, Inc. (BRBS) [ST] | spouse | 10726.23762376237623762376238 | 43012.21 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cardinal Health, Inc. (CAH) [ST] | spouse | 79.37003968253968253968253968 | 20186.18 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | spouse | 310.1934841533671530104125181 | 190340.93 |
| Chubb Limited Common Stock (CB) [ST] | spouse | 342.0347728513331122274042695 | 126203.99 |
| Citizens Financial Group, Inc. (CFG) [ST] | spouse | 1466.188029020556227327690447 | 95199.59 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) [ST] | spouse | 84.60765651438240270727580372 | 9344.92 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | spouse | 188.3350454031786443570834752 | 57675.72 |
| Centene Corporation Common Stock (CNC) [ST] | spouse | 895.3144130920124164694422689 | 59565.27 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 79.84823747173907985205133749 | 83086.08 |
| Salesforce, Inc. Common Stock (CRM) [ST] | spouse | 268.9275015373480596723144128 | 60826.02 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cisco Systems, Inc. (CSCO) [ST] | spouse | 158.3630245447347585114806017 | 16091.27 |
| CVS Health Corporation (CVS) [ST] | spouse | 83.88906364684911397714165880 | 7425.02 |
| Wells Fargo Brokerage ⇒ Ecolab Inc. (ECL) [ST] | spouse | 541.9763045122258633728258130 | 167134.65 |
| Expeditors International of Washington, Inc. (EXPD) [ST] | spouse | 447.3009356396551205303730728 | 89710.68 |
| General Mills, Inc. (GIS) [ST] | spouse | 118.3353916660640639762531074 | 4112.15 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 150.7870600818129484071464860 | 41924.83 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 534.0407368446073804531870941 | 148992.03 |
| Garmin Ltd. Common Stock (GRMN) [ST] | spouse | 563.5116725493838627778809834 | 154565.62 |
| Intuit Inc. - Common Stock (INTU) [ST] | spouse | 96.31992515900401218344091034 | 33914.25 |
| JP Morgan Chase & Co. (JPM) [ST] | spouse | 584.3350879219865550417654093 | 199012.84 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kimberly-Clark Corporation (KMB) [ST] | spouse | 65.84231750473212081310180232 | 7127.43 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) [ST] | spouse | 175.0273463137169109604025377 | 11964.87 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) [ST] | spouse | 73.91444937176644493717664449 | 10655.51 |
| MV Capital - RRK Roth IRA #3 ⇒ Eli Lilly and Company (LLY) [ST] | spouse | 69.47951691484251698346256776 | 98034.90 |
| Lockheed Martin Corporation Common Stock (LMT) [ST] | spouse | 109.0448091182299995138608352 | 70132.17 |
| Lam Research Corporation - Common Stock (LRCX) [ST] | spouse | 1067.262400936472793897572752 | 242866.23 |
| Mastercard Incorporated Common Stock (MA) [ST] | spouse | 165.2858761210931925684376080 | 108774.64 |
| Medtronic plc. Ordinary Shares (MDT) [ST] | spouse | 458.3443451020039173513768259 | 45509.01 |
| MV Capital - RRK Roth IRA #3 ⇒ MetLife, Inc. (MET) [ST] | spouse | 120.9814002721911386662634205 | 12211.86 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | spouse | 467.3597250138717162083111546 | 69337.49 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Morgan Stanley (MS) [ST] | spouse | 85.79624664879356568364611260 | 15934.94 |
| MSCI Inc. Common Stock (MSCI) [ST] | spouse | 118.5868154140878691543047550 | 75564.70 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 911.7104831328793859751874751 | 462346.62 |
| Micron Technology, Inc. (MU) [ST] | spouse | 1079.218623921662694990563481 | 899625.85 |
| Nike, Inc. Common Stock (NKE) [ST] | spouse | 44.4280396798931589899352256 | 1738.02 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 4450.979294228581331109823378 | 899364.88 |
| MV Capital - RRK Roth IRA #3 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | spouse | 34.83324625566004876349703936 | 8960.50 |
| Pfizer, Inc. Common Stock (PFE) [ST] | spouse | 275.5555873226559377678448139 | 8451.29 |
| Packaging Corporation of America Common Stock (PKG) [ST] | spouse | 294.7363628478551560686625402 | 76230.61 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | spouse | 381.7123340326500325555965111 | 61867.94 |
| Starbucks Corporation - Common Stock (SBUX) [ST] | spouse | 37.9233971851891478155719426 | 3959.20 |
| Sysco Corporation Common Stock (SYY) [ST] | spouse | 1097.839325611208066060441920 | 89737.39 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Target Corporation (TGT) [ST] | spouse | 56.17539671394467069231849459 | 8897.06 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 842.1061624199962078993375087 | 118736.97 |
| MV Capital - RRK Roth IRA #3 ⇒ Union Pacific Corporation (UNP) [ST] | spouse | 2.037700512987541731129386858 | 625.57 |
| Visa Inc. (V) [ST] | spouse | 504.5293032087257939477759457 | 214682.26 |
| MV Capital - RRK Roth IRA #3 ⇒ Voya Financial, Inc. (VOYA) [ST] | spouse | 109.6559758771929824561403509 | 10902.00 |
| Wells Fargo & Company (WFC) [ST] | spouse | 469.9218589477216985060174008 | 40361.59 |
| Walmart Inc. Common Stock (WMT) [ST] | spouse | 1909.037955495484482374308774 | 243765.06 |
| Western Union Company (WU) [ST] | spouse | 16.7452580941793277610793154 | 105.33 |
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% |
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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| SNAP — Snap Inc. Class A (SNAP) [ST] | Joint | Purchase | Nov 24, 2021 | Sep 12, 2026 |
| NVDA — Charles Schwab - Edgewood Management LLC ⇒ NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 18, 2021 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial) | Nov 18, 2021 | Sep 12, 2026 |
| INTU — Charles Schwab - Edgewood Management LLC ⇒ Intuit Inc. (INTU) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 15, 2021 | Sep 14, 2026 |
| SNAP — Charles Schwab - Edgewood Management LLC ⇒ Snap Inc. Class A (SNAP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 15, 2021 | Sep 14, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Joint | Sale (partial) | Nov 15, 2021 | Sep 12, 2026 |
| SNAP — Snap Inc. Class A (SNAP) [ST] | Joint | Purchase | Nov 15, 2021 | Sep 12, 2026 |
| NVDA — Charles Schwab - Edgewood Management LLC ⇒ NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 12, 2021 | Sep 14, 2026 |
| PYPL — Charles Schwab - Edgewood Management LLC ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 12, 2021 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial) | Nov 12, 2021 | Sep 12, 2026 |
| PYPL — PayPal Holdings, Inc. (PYPL) [ST] | Joint | Purchase | Nov 12, 2021 | Sep 12, 2026 |
| CME — Charles Schwab - Edgewood Management LLC ⇒ CME Group Inc. - Class A (CME) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 5, 2021 | Sep 14, 2026 |
| NVDA — Charles Schwab - Edgewood Management LLC ⇒ NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 5, 2021 | Sep 14, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Joint | Purchase | Nov 5, 2021 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial) | Nov 5, 2021 | Sep 12, 2026 |
49 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.