Kathy ManningHouse
U.S. Representative · NC-06 · D · 2021-01 → 2025-01
- Chamber
- House
- Party
- D
- State
- NC
- Trades
- 705 (403 buys · 302 sells)
- Estimated volume
- $28.7M
- Late filings
- 7% (51 of 705)
- Median filing lag
- 22 days
- Outperformance rank
- #35 of 142 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $6.8M
- from $3.5M cost
- Estimated gain
- +$3.3M
- Up 94%
- Versus the S&P 500
- +$287K
- SPY would hold $6.5M
- Positions
- 138
- from 360 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation | 2021-03-25 | $97K | $1.3M | +1238% | 19% |
| 2 | LRCXLam Research Corporation | 2021-04-30 | $73K | $421K | +481% | 6% |
| 3 | MSFTMicrosoft Corporation | 2021-04-30 | $170K | $288K | +70% | 4% |
| 4 | MUMicron Technology, Inc. | 2022-07-27 | $16K | $275K | +1620% | 4% |
| 5 | CFGCitizens Financial Group, Inc. | 2022-07-27 | $81K | $156K | +93% | 2% |
| 6 | AAPLApple Inc. | 2022-07-15 | $73K | $149K | +106% | 2% |
| 7 | ASMLASML Holding N.V. - New York Registry Shares | 2022-03-03 | $49K | $147K | +204% | 2% |
| 8 | GRMNGarmin Ltd. Common Stock | 2024-07-02 | $83K | $145K | +75% | 2% |
| 9 | PKGPackaging Corporation of America | 2021-01-15 | $81K | $128K | +59% | 2% |
| 10 | AVGOBroadcom Inc. | 2022-07-15 | $16K | $111K | +595% | 2% |
| 11 | VVisa Inc. | 2021-02-02 | $65K | $110K | +70% | 2% |
| 12 | NOWServiceNow, Inc. | 2022-02-18 | $81K | $109K | +34% | 2% |
| 13 | CATCaterpillar, Inc. | 2021-01-15 | $24K | $101K | +321% | 1% |
| 14 | GOOGLAlphabet Inc. - Class A | 2022-07-15 | $32K | $101K | +215% | 1% |
| 15 | GOOGAlphabet Inc. - Class C Capital Stock | 2022-07-15 | $32K | $95K | +198% | 1% |
Showing top 15 of 138 positions by value
Trades that mattered most
These 8 buys explain 29% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 2022-07-27 | 4.2y | $15K-50K | +1231% | +1139% | |
| 2 | NVDA | NVIDIA Corporation | 2022-10-12 | 4.0y | $1K-15K | +1959% | +1843% | |
| 3 | NVDA | NVIDIA Corporation | 2021-03-25 | 5.5y | $1K-15K | +1789% | +1691% | |
| 4 | MU | Micron Technology, Inc. | 2022-07-27 | 4.2y | $1K-15K | +1620% | +1527% | |
| 5 | MU | Micron Technology, Inc. | 2022-07-27 | 4.2y | $1K-15K | +1620% | +1527% | |
| 6 | LRCX | Lam Research Corporation | 2021-04-30 | 5.4y | $15K-50K | +455% | +370% | |
| 7 | NVDA | NVIDIA Corporation | 2022-07-15 | 4.2y | $1K-15K | +1402% | +1302% | |
| 8 | NVDA | NVIDIA Corporation | 2022-07-27 | 4.2y | $1K-15K | +1231% | +1139% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | NVDA | 19 | 9/10 | 9 of 9 | +1238% | +93% |
| 2 | LRCX | 9 | 6/3 | 6 of 6 | +481% | +82% |
| 3 | MU | 5 | 2/3 | 2 of 2 | +1620% | +93% |
| 4 | MTCH | 8 | 7/1 | 0 of 7 | -73% | +89% |
| 5 | PYPL | 11 | 6/5 | 0 of 6 | -56% | +76% |
| 6 | AVGO | 3 | 2/1 | 2 of 2 | +595% | +94% |
| 7 | SNAP | 9 | 6/3 | 0 of 6 | -88% | +75% |
| 8 | PFE | 10 | 6/4 | 0 of 6 | -38% | +98% |
| 9 | MDT | 10 | 7/3 | 0 of 7 | -0% | +77% |
| 10 | APD | 6 | 5/1 | 0 of 5 | +2% | +98% |
| 11 | INTU | 12 | 6/6 | 0 of 6 | -31% | +96% |
| 12 | ACN | 10 | 6/4 | 0 of 6 | -30% | +96% |
| 13 | ASML | 4 | 3/1 | 3 of 3 | +204% | +80% |
| 14 | CAT | 6 | 3/3 | 3 of 3 | +321% | +94% |
| 15 | PG | 10 | 8/2 | 0 of 8 | +1% | +82% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
705 of 705
Kathy ManningSP
House · D · NC
Sell$15K-50K
—Echo Street GoodCo Select, LP
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell$500K-1M
—Echo Street GoodCo Select, LP
Hedge Fund. Fund manager letter on file with the Committee on Ethics. 2000115358SPEcho Street GoodCo Select, LP [HN]
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
—Seven Bridges Long/Short Equity Fund Ltd.
Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [HN]
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
—Seven Bridges Long/Short Equity Fund Series
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy Manning
House · D · NC
Sell$500K-1M
—Seven Bridges Emerging Markets Fund Series
Hedge fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell$100K-250K
—Seven Bridges Emerging Markets Fund Series
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Multi-Strategy Fund Ltd.
Investment Company. Fund manager letter on file with the Committee on Ethics. Seven Bridges Strategic Equity Fund Series [HN]
Kathy ManningSP
House · D · NC
Sell$250K-500K
—Seven Bridges Strategic Equity Fund Series
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
—Seven Bridges Long/Short Equity Fund Ltd.
Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [HN]
Kathy ManningSP
House · D · NC
Buy$15K-50K
—Seven Bridges Multi-Strategy Fund Ltd.
Investment Company. Fund manager letter on file with the Committee on Ethics.
Kathy Manning
House · D · NC
Buy$15K-50K
—Silver Point Distressed Opportunity Institutional Partners II, L.P.
Private Equity fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell$1K-15K
-49.4% vs SPY
PFEPfizer, Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell$1K-15K
-19.0% vs SPY
SBUXStarbucks Corporation - Common Stock
Kathy ManningSP
House · D · NC
Buy$100K-250K
—Seven Bridges Multi-Strategy Fund Ltd.
Investment Company. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Long/Short Equity Fund Ltd.
Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [HN]
Kathy ManningSP
House · D · NC
Buy$1K-15K
-43.8% vs SPY
ABTAbbott Laboratories Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
+16.7% vs SPY
ABBVAbbVie Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-76.7% vs SPY
ACNAccenture plc Class A Ordinary Shares
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-29.4% vs SPY
APDAir Products and Chemicals, Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+45.5% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+42.4% vs SPY
GOOGAlphabet Inc. - Class C Capital Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-12.1% vs SPY
AMGNAmgen Inc. - Common Stock
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
-49.3% vs SPY
AONAon plc Class A Ordinary Shares
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-49.3% vs SPY
AONAon plc Class A Ordinary Shares
Kathy ManningSP
House · D · NC
Buy$1K-15K
+11.1% vs SPY
AAPLApple Inc. - Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+117.4% vs SPY
CATCaterpillar, Inc. Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-44.6% vs SPY
CNCCentene Corporation Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-11.0% vs SPY
CBChubb Limited Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-5.6% vs SPY
CMECME Group Inc. - Class A Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-33.5% vs SPY
COSTCostco Wholesale Corporation - Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
+16.3% vs SPY
EXPDExpeditors International of Washington, Inc.
Kathy ManningSP
House · D · NC
Buy$50K-100K
+34.1% vs SPY
GRMNGarmin Ltd. Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
+34.1% vs SPY
GRMNGarmin Ltd. Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-97.1% vs SPY
INTUIntuit Inc. - Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
+33.1% vs SPY
JNJJohnson & Johnson Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
+180.5% vs SPY
LRCXLam Research Corporation - Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-31.9% vs SPY
LMTLockheed Martin Corporation Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-14.6% vs SPY
MAMastercard Incorporated Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-27.1% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy ManningSP
House · D · NC
Buy$1K-15K
-31.3% vs SPY
MRKMerck & Company, Inc. Common Stock
Kathy ManningSP
House · D · NC
Buy$15K-50K
-26.1% vs SPY
MSFTMicrosoft Corporation - Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-26.1% vs SPY
MSFTMicrosoft Corporation - Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-29.4% vs SPY
MSCIMSCI Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell$15K-50K
-97.3% vs SPY
NKENike, Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell$1K-15K
-97.3% vs SPY
NKENike, Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+52.4% vs SPY
NVDANVIDIA Corporation - Common Stock
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
+52.4% vs SPY
NVDANVIDIA Corporation - Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-12.6% vs SPY
PKGPackaging Corporation of America Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-51.7% vs SPY
PGProcter & Gamble Company
Kathy ManningSP
House · D · NC
Buy$1K-15K
-49.3% vs SPY
QCOMQUALCOMM Incorporated - Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-51.0% vs SPY
CRMSalesforce, Inc. Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-32.5% vs SPY
SYYSysco Corporation Common Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-19.2% vs SPY
TJXTJX Companies, Inc.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+12.6% vs SPY
WMTWalmart Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell$1K-15K
-93.5% vs SPY
WUWestern Union Company
Kathy ManningSP
House · D · NC
Sell·p$500K-1M
—Seven Bridges Long/Short Equity Fund Series
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Long/Short Equity Fund Ltd.
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$100K-250K
—Seven Bridges Multi-Strategy Fund Ltd.
Investment Company. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$100K-250K
—PayJoy Asset Fund LLC
Private equity fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$100K-250K
—SB DPC Fund LP
Private equity fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$500K-1M
—Abdiel Qualified Onshore Partners, LP
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$250K-500K
—Seven Bridges Long/Short Equity Fund Series
Investment Company. Fund manager letter on file with the Committee on Ethics. IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $200?
Kathy ManningSP
House · D · NC
Sell·p$250K-500K
—Seven Bridges Long/Short Equity Fund Ltd.
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-71.6% vs SPY
ABTAbbott Laboratories
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-106.7% vs SPY
ACNAccenture plc Class A Ordinary Shares
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+75.3% vs SPY
GOOGLAlphabet Inc. - Class A
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+70.5% vs SPY
GOOGAlphabet Inc. - Class C Capital Stock
Kathy ManningSP
House · D · NC
Buy$1K-15K
-70.6% vs SPY
AONAon plc Class A Ordinary Shares
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+133.6% vs SPY
CATCaterpillar, Inc.
Kathy ManningSP
House · D · NC
Buy$15K-50K
+35.7% vs SPY
CFGCitizens Financial Group, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
+35.7% vs SPY
CFGCitizens Financial Group, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
+35.7% vs SPY
CFGCitizens Financial Group, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
-28.8% vs SPY
CMECME Group Inc. - Class A
Kathy ManningSP
House · D · NC
Buy$15K-50K
-25.3% vs SPY
COSTCostco Wholesale Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-25.3% vs SPY
COSTCostco Wholesale Corporation
Kathy ManningSP
House · D · NC
Sell$1K-15K
-110.4% vs SPY
GISGeneral Mills, Inc.
Kathy ManningSP
House · D · NC
Sell$15K-50K
-110.4% vs SPY
GISGeneral Mills, Inc.
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
-114.3% vs SPY
INTUIntuit Inc.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-114.3% vs SPY
INTUIntuit Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
-0.5% vs SPY
JNJJohnson & Johnson
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+37.3% vs SPY
JPMJP Morgan Chase & Co.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+255.6% vs SPY
LRCXLam Research Corporation
Kathy ManningSP
House · D · NC
Sell·p$15K-50K
+255.6% vs SPY
LRCXLam Research Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-44.0% vs SPY
LMTLockheed Martin Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-31.5% vs SPY
MAMastercard Incorporated
Kathy ManningSP
House · D · NC
Buy$15K-50K
-31.5% vs SPY
MAMastercard Incorporated
Kathy ManningSP
House · D · NC
Buy$1K-15K
-57.6% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy ManningSP
House · D · NC
Buy$15K-50K
-57.6% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy ManningSP
House · D · NC
Buy$1K-15K
-42.8% vs SPY
MRKMerck & Company, Inc. Common Stock
Kathy ManningSP
House · D · NC
Buy$15K-50K
-42.8% vs SPY
MRKMerck & Company, Inc. Common Stock
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+1056.7% vs SPY
MUMicron Technology, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
-27.3% vs SPY
MSFTMicrosoft Corporation
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-22.7% vs SPY
PKGPackaging Corporation of America
Kathy ManningSP
House · D · NC
Buy$1K-15K
-64.6% vs SPY
PGProcter & Gamble Company
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-40.1% vs SPY
QCOMQUALCOMM Incorporated
Kathy ManningSP
House · D · NC
Buy$15K-50K
-76.2% vs SPY
CRMSalesforce, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
-76.2% vs SPY
CRMSalesforce, Inc.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-56.5% vs SPY
SBUXStarbucks Corporation
Kathy ManningSP
House · D · NC
Sell$1K-15K
-56.5% vs SPY
SBUXStarbucks Corporation
Kathy ManningSP
House · D · NC
Sell$15K-50K
-56.5% vs SPY
SBUXStarbucks Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-58.2% vs SPY
SYYSysco Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-18.5% vs SPY
TJXTJX Companies, Inc.
Kathy ManningSP
House · D · NC
Sell$15K-50K
—Echo Street GoodCo Select, LP
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$100K-250K
—SB Venture Select Fund LP
Private Equity fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$15K-50K
—Seven Bridges Energy Opportunities Fund III LP
Private Equity fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$15K-50K
—Seven Bridges Private Equity Opportunities Fund III LP
Private Equity fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$500K-1M
—Echo Street GoodCo Select, LP
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$100K-250K
—J. Goldman, L.P.
Hedge fund. Fund manager letter on file with the Committee on Ethics.
Kathy Manning
House · D · NC
Buy$500K-1M
—J. Goldman, L.P.
Hedge fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell$1.0M-5M
—Seven Bridges Multi-Strategy Fund LP
Investment Company. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Multi-Strategy Fund Series
Hedge fund. Fund manager letter on file with the Committee on Ethics.
Kathy Manning
House · D · NC
Sell·p$500K-1M
—Seven Bridges Multi-Strategy Fund Series
Hedge fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell$1K-15K
+53.6% vs SPY
CFGCitizens Financial Group, Inc.
Kathy ManningSP
House · D · NC
Sell$15K-50K
+53.6% vs SPY
CFGCitizens Financial Group, Inc.
Kathy ManningSP
House · D · NC
Sell$1K-15K
-97.7% vs SPY
ELEstee Lauder Companies, Inc.
Kathy ManningSP
House · D · NC
Sell$15K-50K
-97.7% vs SPY
ELEstee Lauder Companies, Inc.
Kathy ManningSP
House · D · NC
Sell$1K-15K
-56.7% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy ManningSP
House · D · NC
Sell$15K-50K
-56.7% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy ManningSP
House · D · NC
Sell$1K-15K
-75.5% vs SPY
PYPLPayPal Holdings, Inc.
Kathy ManningSP
House · D · NC
Sell$15K-50K
-75.5% vs SPY
PYPLPayPal Holdings, Inc.
Kathy ManningSP
House · D · NC
Sell$15K-50K
-53.9% vs SPY
DISWalt Disney Company
Kathy ManningSP
House · D · NC
Sell$1K-15K
-53.9% vs SPY
DISWalt Disney Company
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Long/Short Equity Fund Ltd.
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Sell·p$250K-500K
—Seven Bridges Long/Short Equity Fund Series
Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [OT]
Kathy ManningSP
House · D · NC
Buy$100K-250K
—Seven Bridges Multi-Strategy Fund Ltd.
Investment Company. Fund manager letter on file with the Committee on Ethics.
Kathy ManningSP
House · D · NC
Buy$1K-15K
—Seven Bridges Multi-Strategy Fund LP
Hedge Fund. Fund manager letter on file with the Committee on Ethics.
Kathy ManningJT
House · D · NC
Buy$15K-50K
-95.1% vs SPY
BXBlackstone Inc.
BX was purchased by Edgewood Management for $29,122 on June 10, 2022 and sold for a loss 5 days later on June 15, 2022 for $25,755. The sale was properly reported on the June 2022 PTR filed on July 7, 2022, but the purchase was inadvertently omitted due to an administrative error. The error was discovered during preparation of the 2022 Annual Report for timely filing on August 2, 2023.
Kathy Manning
House · D · NC
Buy$1K-15K
-95.1% vs SPY
ABTAbbott Laboratories
Kathy ManningSP
House · D · NC
Buy$1K-15K
-116.3% vs SPY
ACNAccenture plc Class A Ordinary Shares
Kathy Manning
House · D · NC
Buy$1K-15K
-116.3% vs SPY
ACNAccenture plc Class A Ordinary Shares
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+135.7% vs SPY
GOOGLAlphabet Inc. - Class A
Kathy Manning
House · D · NC
Sell·p$1K-15K
+135.7% vs SPY
GOOGLAlphabet Inc. - Class A
Kathy Manning
House · D · NC
Buy$1K-15K
-102.6% vs SPY
AONAon plc Class A Ordinary Shares
Kathy Manning
House · D · NC
Sell·p$1K-15K
+200.9% vs SPY
CATCaterpillar, Inc.
Kathy Manning
House · D · NC
Buy$1K-15K
-93.4% vs SPY
CNCCentene Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-93.4% vs SPY
CNCCentene Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
+22.7% vs SPY
CFGCitizens Financial Group, Inc.
Kathy Manning
House · D · NC
Buy$1K-15K
+22.7% vs SPY
CFGCitizens Financial Group, Inc.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-147.6% vs SPY
ELEstee Lauder Companies, Inc.
Kathy Manning
House · D · NC
Sell·p$1K-15K
-147.6% vs SPY
ELEstee Lauder Companies, Inc.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
+54.7% vs SPY
JPMJP Morgan Chase & Co.
Kathy Manning
House · D · NC
Sell·p$1K-15K
+54.7% vs SPY
JPMJP Morgan Chase & Co.
Kathy Manning
House · D · NC
Buy$1K-15K
+471.8% vs SPY
LRCXLam Research Corporation
Kathy Manning
House · D · NC
Sell·p$1K-15K
-76.6% vs SPY
LMTLockheed Martin Corporation
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-76.6% vs SPY
LMTLockheed Martin Corporation
Kathy Manning
House · D · NC
Buy$1K-15K
-89.1% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy ManningSP
House · D · NC
Buy$1K-15K
-89.1% vs SPY
MDTMedtronic plc. Ordinary Shares
Kathy Manning
House · D · NC
Sell·p$1K-15K
+1468.1% vs SPY
MUMicron Technology, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
-14.4% vs SPY
MSFTMicrosoft Corporation
Kathy Manning
House · D · NC
Buy$15K-50K
-14.4% vs SPY
MSFTMicrosoft Corporation
Kathy Manning
House · D · NC
Buy$1K-15K
+667.7% vs SPY
NVDANVIDIA Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
+667.7% vs SPY
NVDANVIDIA Corporation
Kathy ManningSP
House · D · NC
Buy$1K-15K
-17.6% vs SPY
PKGPackaging Corporation of America
Kathy Manning
House · D · NC
Buy$1K-15K
-17.6% vs SPY
PKGPackaging Corporation of America
Kathy Manning
House · D · NC
Buy$1K-15K
-115.2% vs SPY
PYPLPayPal Holdings, Inc.
Kathy ManningSP
House · D · NC
Buy$1K-15K
-115.2% vs SPY
PYPLPayPal Holdings, Inc.
Kathy Manning
House · D · NC
Sell·p$1K-15K
-92.4% vs SPY
PGProcter & Gamble Company
Kathy Manning
House · D · NC
Buy$1K-15K
-29.1% vs SPY
QCOMQUALCOMM Incorporated
Kathy ManningSP
House · D · NC
Buy$1K-15K
-29.1% vs SPY
QCOMQUALCOMM Incorporated
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-103.0% vs SPY
SBUXStarbucks Corporation
Kathy Manning
House · D · NC
Sell·p$1K-15K
-103.0% vs SPY
SBUXStarbucks Corporation
Kathy Manning
House · D · NC
Sell·p$1K-15K
-15.8% vs SPY
TJXTJX Companies, Inc.
Kathy ManningSP
House · D · NC
Sell·p$1K-15K
-15.8% vs SPY
TJXTJX Companies, Inc.
Kathy Manning
House · D · NC
Sell·p$1K-15K
-85.7% vs SPY
DISWalt Disney Company
Kathy ManningSP
House · D · NC
Sell$1.0M-5M
—Seven Bridges Long/Short Equity Fund LP
Filing Status: New
Subholding Of: The 2011 Randall R. Kaplan Living Trust
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Long/Short Equity Fund Ltd.
Filing Status: New
Subholding Of: RRK Charitable Trust U/A 11/28/00 #2
Kathy Manning
House · D · NC
Sell·p$500K-1M
—Seven Bridges Long/Short Equity Fund Series
Filing Status: New
Subholding Of: Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC
Kathy ManningSP
House · D · NC
Sell·p$100K-250K
—Seven Bridges Long/Short Equity Fund Series
Filing Status: New
Subholding Of: 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC
Kathy Manning
House · D · NC
Buy$250K-500K
—Seven Bridges Multi-Strategy Fund Series
Filing Status: New
Subholding Of: Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC
Kathy ManningSP
House · D · NC
Buy$100K-250K
—Seven Bridges Multi-Strategy Fund Series
Filing Status: New
Subholding Of: 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC
Kathy Manning
House · D · NC
Buy$250K-500K
—Seven Bridges Strategic Equity Fund Series
Filing Status: New
Subholding Of: Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC
Kathy ManningSP
House · D · NC
Buy$100K-250K
—Seven Bridges Strategic Equity Fund Series
Filing Status: New
Subholding Of: 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Kathy ManningSP House · D · NC | — | Echo Street GoodCo Select, LP Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell | $15K-50K | 2024-01-16 | 2025-04-21 | 461d | — | |
Kathy ManningSP House · D · NC | — | Echo Street GoodCo Select, LP Hedge Fund. Fund manager letter on file with the Committee on Ethics. 2000115358SPEcho Street GoodCo Select, LP [HN] | Sell | $500K-1M | 2024-01-05 | 2025-04-21 | 472d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [HN] | Sell·p | $15K-50K | 2025-01-01 | 2025-01-27 | 26d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Series Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $15K-50K | 2025-01-01 | 2025-01-27 | 26d | — | |
Kathy Manning House · D · NC | — | Seven Bridges Emerging Markets Fund Series Hedge fund. Fund manager letter on file with the Committee on Ethics. | Sell | $500K-1M | 2024-12-31 | 2025-01-27 | 27d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Emerging Markets Fund Series | Sell | $100K-250K | 2024-12-31 | 2025-01-27 | 27d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Ltd. Investment Company. Fund manager letter on file with the Committee on Ethics. Seven Bridges Strategic Equity Fund Series [HN] | Sell·p | $100K-250K | 2024-12-31 | 2025-01-27 | 27d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Strategic Equity Fund Series Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell | $250K-500K | 2024-12-31 | 2025-01-27 | 27d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [HN] | Sell·p | $15K-50K | 2024-10-25 | 2024-11-05 | 11d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Ltd. Investment Company. Fund manager letter on file with the Committee on Ethics. | Buy | $15K-50K | 2024-10-25 | 2024-11-05 | 11d | — | |
Kathy Manning House · D · NC | — | Silver Point Distressed Opportunity Institutional Partners II, L.P. Private Equity fund. Fund manager letter on file with the Committee on Ethics. | Buy | $15K-50K | 2024-09-03 | 2024-10-05 | 32d | — | |
Kathy ManningSP House · D · NC | Pfizer, Inc. Common Stock | Sell | $1K-15K | 2024-08-09 | 2024-09-04 | 26d | -49.4% | ||
Kathy ManningSP House · D · NC | Starbucks Corporation - Common Stock | Sell | $1K-15K | 2024-08-09 | 2024-09-04 | 26d | -19.0% | ||
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Ltd. Investment Company. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2024-08-01 | 2024-08-16 | 15d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [HN] | Sell·p | $100K-250K | 2024-07-26 | 2024-08-16 | 21d | — | |
Kathy ManningSP House · D · NC | Abbott Laboratories Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -43.8% | ||
Kathy ManningSP House · D · NC | AbbVie Inc. Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +16.7% | ||
Kathy ManningSP House · D · NC | Accenture plc Class A Ordinary Shares | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -76.7% | ||
Kathy ManningSP House · D · NC | Air Products and Chemicals, Inc. Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -29.4% | ||
Kathy ManningSP House · D · NC | Alphabet Inc. - Class A Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +45.5% | ||
Kathy ManningSP House · D · NC | Alphabet Inc. - Class C Capital Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +42.4% | ||
Kathy ManningSP House · D · NC | Amgen Inc. - Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -12.1% | ||
Kathy ManningSP House · D · NC | Aon plc Class A Ordinary Shares | Sell·p | $15K-50K | 2024-07-02 | 2024-08-16 | 45d | -49.3% | ||
Kathy ManningSP House · D · NC | Aon plc Class A Ordinary Shares | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -49.3% | ||
Kathy ManningSP House · D · NC | Apple Inc. - Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +11.1% | ||
Kathy ManningSP House · D · NC | Caterpillar, Inc. Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +117.4% | ||
Kathy ManningSP House · D · NC | Centene Corporation Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -44.6% | ||
Kathy ManningSP House · D · NC | Chubb Limited Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -11.0% | ||
Kathy ManningSP House · D · NC | CME Group Inc. - Class A Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -5.6% | ||
Kathy ManningSP House · D · NC | Costco Wholesale Corporation - Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -33.5% | ||
Kathy ManningSP House · D · NC | Expeditors International of Washington, Inc. | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +16.3% | ||
Kathy ManningSP House · D · NC | Garmin Ltd. Common Stock | Buy | $50K-100K | 2024-07-02 | 2024-08-16 | 45d | +34.1% | ||
Kathy ManningSP House · D · NC | Garmin Ltd. Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +34.1% | ||
Kathy ManningSP House · D · NC | Home Depot, Inc. | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -56.6% | ||
Kathy ManningSP House · D · NC | Intuit Inc. - Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -97.1% | ||
Kathy ManningSP House · D · NC | Johnson & Johnson Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +33.1% | ||
Kathy ManningSP House · D · NC | Lam Research Corporation - Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +180.5% | ||
Kathy ManningSP House · D · NC | Lockheed Martin Corporation Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -31.9% | ||
Kathy ManningSP House · D · NC | Mastercard Incorporated Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -14.6% | ||
Kathy ManningSP House · D · NC | Medtronic plc. Ordinary Shares | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -27.1% | ||
Kathy ManningSP House · D · NC | Merck & Company, Inc. Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -31.3% | ||
Kathy ManningSP House · D · NC | MICRON SOLUTIONS INC NEW | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | — | ||
Kathy ManningSP House · D · NC | Microsoft Corporation - Common Stock | Buy | $15K-50K | 2024-07-02 | 2024-08-16 | 45d | -26.1% | ||
Kathy ManningSP House · D · NC | Microsoft Corporation - Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -26.1% | ||
Kathy ManningSP House · D · NC | MSCI Inc. Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -29.4% | ||
Kathy ManningSP House · D · NC | Nike, Inc. Common Stock | Sell | $15K-50K | 2024-07-02 | 2024-08-16 | 45d | -97.3% | ||
Kathy ManningSP House · D · NC | Nike, Inc. Common Stock | Sell | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -97.3% | ||
Kathy ManningSP House · D · NC | NVIDIA Corporation - Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +52.4% | ||
Kathy ManningSP House · D · NC | NVIDIA Corporation - Common Stock | Sell·p | $15K-50K | 2024-07-02 | 2024-08-16 | 45d | +52.4% | ||
Kathy ManningSP House · D · NC | Packaging Corporation of America Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -12.6% | ||
Kathy ManningSP House · D · NC | Procter & Gamble Company | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -51.7% | ||
Kathy ManningSP House · D · NC | QUALCOMM Incorporated - Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -49.3% | ||
Kathy ManningSP House · D · NC | Salesforce, Inc. Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -51.0% | ||
Kathy ManningSP House · D · NC | Sysco Corporation Common Stock | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -32.5% | ||
Kathy ManningSP House · D · NC | TJX Companies, Inc. | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -19.2% | ||
Kathy ManningSP House · D · NC | Visa Inc. | Buy | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | -4.7% | ||
Kathy ManningSP House · D · NC | Walmart Inc. Common Stock | Sell·p | $1K-15K | 2024-07-02 | 2024-08-16 | 45d | +12.6% | ||
Kathy ManningSP House · D · NC | Western Union Company | Sell | $1K-15K | 2024-06-13 | 2024-07-06 | 23d | -93.5% | ||
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Series Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $500K-1M | 2024-05-03 | 2024-05-22 | 19d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $100K-250K | 2024-04-22 | 2024-05-22 | 30d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Ltd. Investment Company. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2024-04-22 | 2024-05-22 | 30d | — | |
Kathy ManningSP House · D · NC | — | PayJoy Asset Fund LLC Private equity fund. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2024-04-30 | 2024-05-03 | 3d | — | |
Kathy ManningSP House · D · NC | — | SB DPC Fund LP Private equity fund. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2024-02-21 | 2024-03-04 | 12d | — | |
Kathy ManningSP House · D · NC | — | Abdiel Qualified Onshore Partners, LP Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Buy | $500K-1M | 2024-02-01 | 2024-02-06 | 5d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Series Investment Company. Fund manager letter on file with the Committee on Ethics. IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $200? | Buy | $250K-500K | 2024-02-01 | 2024-02-06 | 5d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $250K-500K | 2024-01-29 | 2024-02-06 | 8d | — | |
Kathy ManningSP House · D · NC | Abbott Laboratories | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -71.6% | ||
Kathy ManningSP House · D · NC | AbbVie Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -3.3% | ||
Kathy ManningSP House · D · NC | Accenture plc Class A Ordinary Shares | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -106.7% | ||
Kathy ManningSP House · D · NC | Alphabet Inc. - Class A | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +75.3% | ||
Kathy ManningSP House · D · NC | Alphabet Inc. - Class C Capital Stock | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +70.5% | ||
Kathy ManningSP House · D · NC | Amgen Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -30.3% | ||
Kathy ManningSP House · D · NC | Aon plc Class A Ordinary Shares | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -70.6% | ||
Kathy ManningSP House · D · NC | Apple Inc. | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +12.0% | ||
Kathy ManningSP House · D · NC | Apple Inc. | Sell·p | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | +12.0% | ||
Kathy ManningSP House · D · NC | Caterpillar, Inc. | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +133.6% | ||
Kathy ManningSP House · D · NC | Chubb Limited | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -21.4% | ||
Kathy ManningSP House · D · NC | Citizens Financial Group, Inc. | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | +35.7% | ||
Kathy ManningSP House · D · NC | Citizens Financial Group, Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +35.7% | ||
Kathy ManningSP House · D · NC | Citizens Financial Group, Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +35.7% | ||
Kathy ManningSP House · D · NC | CME Group Inc. - Class A | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -28.8% | ||
Kathy ManningSP House · D · NC | Costco Wholesale Corporation | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -25.3% | ||
Kathy ManningSP House · D · NC | Costco Wholesale Corporation | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -25.3% | ||
Kathy ManningSP House · D · NC | General Mills, Inc. | Sell | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -110.4% | ||
Kathy ManningSP House · D · NC | General Mills, Inc. | Sell | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -110.4% | ||
Kathy ManningSP House · D · NC | Intuit Inc. | Sell·p | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -114.3% | ||
Kathy ManningSP House · D · NC | Intuit Inc. | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -114.3% | ||
Kathy ManningSP House · D · NC | Johnson & Johnson | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -0.5% | ||
Kathy ManningSP House · D · NC | JP Morgan Chase & Co. | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +37.3% | ||
Kathy ManningSP House · D · NC | Lam Research Corporation | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +255.6% | ||
Kathy ManningSP House · D · NC | Lam Research Corporation | Sell·p | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | +255.6% | ||
Kathy ManningSP House · D · NC | Lockheed Martin Corporation | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -44.0% | ||
Kathy ManningSP House · D · NC | Mastercard Incorporated | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -31.5% | ||
Kathy ManningSP House · D · NC | Mastercard Incorporated | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -31.5% | ||
Kathy ManningSP House · D · NC | Medtronic plc. Ordinary Shares | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -57.6% | ||
Kathy ManningSP House · D · NC | Medtronic plc. Ordinary Shares | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -57.6% | ||
Kathy ManningSP House · D · NC | Merck & Company, Inc. Common Stock | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -42.8% | ||
Kathy ManningSP House · D · NC | Merck & Company, Inc. Common Stock | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -42.8% | ||
Kathy ManningSP House · D · NC | Micron Technology, Inc. | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +1056.7% | ||
Kathy ManningSP House · D · NC | Microsoft Corporation | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -27.3% | ||
Kathy ManningSP House · D · NC | MSCI Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -62.3% | ||
Kathy ManningSP House · D · NC | MSCI Inc. | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -62.3% | ||
Kathy ManningSP House · D · NC | Nike, Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -126.9% | ||
Kathy ManningSP House · D · NC | Packaging Corporation of America | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -22.7% | ||
Kathy ManningSP House · D · NC | Procter & Gamble Company | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -64.6% | ||
Kathy ManningSP House · D · NC | QUALCOMM Incorporated | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -40.1% | ||
Kathy ManningSP House · D · NC | Salesforce, Inc. | Buy | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -76.2% | ||
Kathy ManningSP House · D · NC | Salesforce, Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -76.2% | ||
Kathy ManningSP House · D · NC | Starbucks Corporation | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -56.5% | ||
Kathy ManningSP House · D · NC | Starbucks Corporation | Sell | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -56.5% | ||
Kathy ManningSP House · D · NC | Starbucks Corporation | Sell | $15K-50K | 2024-01-23 | 2024-02-06 | 14d | -56.5% | ||
Kathy ManningSP House · D · NC | Sysco Corporation | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -58.2% | ||
Kathy ManningSP House · D · NC | TJX Companies, Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -18.5% | ||
Kathy ManningSP House · D · NC | Visa Inc. | Sell·p | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | -24.8% | ||
Kathy ManningSP House · D · NC | Walmart Inc. | Buy | $1K-15K | 2024-01-23 | 2024-02-06 | 14d | +32.9% | ||
Kathy ManningSP House · D · NC | — | Echo Street GoodCo Select, LP Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell | $15K-50K | 2024-01-16 | 2024-02-06 | 21d | — | |
Kathy ManningSP House · D · NC | — | SB Venture Select Fund LP Private Equity fund. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2024-01-08 | 2024-02-06 | 29d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Energy Opportunities Fund III LP Private Equity fund. Fund manager letter on file with the Committee on Ethics. | Buy | $15K-50K | 2024-01-08 | 2024-02-06 | 29d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Private Equity Opportunities Fund III LP Private Equity fund. Fund manager letter on file with the Committee on Ethics. | Buy | $15K-50K | 2024-01-08 | 2024-02-06 | 29d | — | |
Kathy ManningSP House · D · NC | — | Echo Street GoodCo Select, LP Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $500K-1M | 2024-01-05 | 2024-02-06 | 32d | — | |
Kathy ManningSP House · D · NC | — | J. Goldman, L.P. Hedge fund. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2024-01-01 | 2024-01-12 | 11d | — | |
Kathy Manning House · D · NC | — | J. Goldman, L.P. Hedge fund. Fund manager letter on file with the Committee on Ethics. | Buy | $500K-1M | 2024-01-01 | 2024-01-12 | 11d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund LP Investment Company. Fund manager letter on file with the Committee on Ethics. | Sell | $1.0M-5M | 2023-12-31 | 2024-01-12 | 12d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Series Hedge fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $100K-250K | 2023-12-31 | 2024-01-12 | 12d | — | |
Kathy Manning House · D · NC | — | Seven Bridges Multi-Strategy Fund Series Hedge fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $500K-1M | 2023-12-31 | 2024-01-12 | 12d | — | |
Kathy ManningSP House · D · NC | Citizens Financial Group, Inc. | Sell | $1K-15K | 2023-12-12 | 2024-01-12 | 31d | +53.6% | ||
Kathy ManningSP House · D · NC | Citizens Financial Group, Inc. | Sell | $15K-50K | 2023-12-12 | 2024-01-12 | 31d | +53.6% | ||
Kathy ManningSP House · D · NC | Estee Lauder Companies, Inc. | Sell | $1K-15K | 2023-12-12 | 2024-01-12 | 31d | -97.7% | ||
Kathy ManningSP House · D · NC | Estee Lauder Companies, Inc. | Sell | $15K-50K | 2023-12-12 | 2024-01-12 | 31d | -97.7% | ||
Kathy ManningSP House · D · NC | Medtronic plc. Ordinary Shares | Sell | $1K-15K | 2023-12-12 | 2024-01-12 | 31d | -56.7% | ||
Kathy ManningSP House · D · NC | Medtronic plc. Ordinary Shares | Sell | $15K-50K | 2023-12-12 | 2024-01-12 | 31d | -56.7% | ||
Kathy ManningSP House · D · NC | PayPal Holdings, Inc. | Sell | $1K-15K | 2023-12-12 | 2024-01-12 | 31d | -75.5% | ||
Kathy ManningSP House · D · NC | PayPal Holdings, Inc. | Sell | $15K-50K | 2023-12-12 | 2024-01-12 | 31d | -75.5% | ||
Kathy ManningSP House · D · NC | Pfizer, Inc. | Sell | $1K-15K | 2023-12-12 | 2024-01-12 | 31d | -71.1% | ||
Kathy ManningSP House · D · NC | Pfizer, Inc. | Sell | $15K-50K | 2023-12-12 | 2024-01-12 | 31d | -71.1% | ||
Kathy ManningSP House · D · NC | Walt Disney Company | Sell | $15K-50K | 2023-12-12 | 2024-01-12 | 31d | -53.9% | ||
Kathy ManningSP House · D · NC | Walt Disney Company | Sell | $1K-15K | 2023-12-12 | 2024-01-12 | 31d | -53.9% | ||
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Sell·p | $100K-250K | 2023-11-01 | 2023-12-06 | 35d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Series Hedge Fund. Fund manager letter on file with the Committee on Ethics. Seven Bridges Long/Short Equity Fund Series [OT] | Sell·p | $250K-500K | 2023-11-01 | 2023-12-06 | 35d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Ltd. Investment Company. Fund manager letter on file with the Committee on Ethics. | Buy | $100K-250K | 2023-11-01 | 2023-12-06 | 35d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund LP Hedge Fund. Fund manager letter on file with the Committee on Ethics. | Buy | $1K-15K | 2023-08-31 | 2023-09-08 | 8d | — | |
Kathy ManningJT House · D · NC | Blackstone Inc. BX was purchased by Edgewood Management for $29,122 on June 10, 2022 and sold for a loss 5 days later on June 15, 2022 for $25,755. The sale was properly reported on the June 2022 PTR filed on July 7, 2022, but the purchase was inadvertently omitted due to an administrative error. The error was discovered during preparation of the 2022 Annual Report for timely filing on August 2, 2023. | Buy | $15K-50K | 2022-06-10 | 2023-08-02 | 418d | -95.1% | ||
Kathy Manning House · D · NC | Abbott Laboratories | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -95.1% | ||
Kathy Manning House · D · NC | AbbVie Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -12.8% | ||
Kathy ManningSP House · D · NC | AbbVie Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -12.8% | ||
Kathy ManningSP House · D · NC | Accenture plc Class A Ordinary Shares | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -116.3% | ||
Kathy Manning House · D · NC | Accenture plc Class A Ordinary Shares | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -116.3% | ||
Kathy ManningSP House · D · NC | Alphabet Inc. - Class A | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +135.7% | ||
Kathy Manning House · D · NC | Alphabet Inc. - Class A | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +135.7% | ||
Kathy Manning House · D · NC | Amgen Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -19.0% | ||
Kathy Manning House · D · NC | Aon plc Class A Ordinary Shares | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -102.6% | ||
Kathy ManningSP House · D · NC | Apple Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +11.3% | ||
Kathy Manning House · D · NC | Apple Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +11.3% | ||
Kathy Manning House · D · NC | Caterpillar, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +200.9% | ||
Kathy Manning House · D · NC | Centene Corporation | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -93.4% | ||
Kathy ManningSP House · D · NC | Centene Corporation | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -93.4% | ||
Kathy Manning House · D · NC | Chubb Limited | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -21.3% | ||
Kathy ManningSP House · D · NC | Citizens Financial Group, Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +22.7% | ||
Kathy Manning House · D · NC | Citizens Financial Group, Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +22.7% | ||
Kathy ManningSP House · D · NC | Estee Lauder Companies, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -147.6% | ||
Kathy Manning House · D · NC | Estee Lauder Companies, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -147.6% | ||
Kathy Manning House · D · NC | Intuit Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -121.3% | ||
Kathy ManningSP House · D · NC | Intuit Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -121.3% | ||
Kathy ManningSP House · D · NC | JP Morgan Chase & Co. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +54.7% | ||
Kathy Manning House · D · NC | JP Morgan Chase & Co. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +54.7% | ||
Kathy Manning House · D · NC | Lam Research Corporation | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +471.8% | ||
Kathy Manning House · D · NC | Lockheed Martin Corporation | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -76.6% | ||
Kathy ManningSP House · D · NC | Lockheed Martin Corporation | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -76.6% | ||
Kathy Manning House · D · NC | Medtronic plc. Ordinary Shares | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -89.1% | ||
Kathy ManningSP House · D · NC | Medtronic plc. Ordinary Shares | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -89.1% | ||
Kathy Manning House · D · NC | Micron Technology, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +1468.1% | ||
Kathy ManningSP House · D · NC | Microsoft Corporation | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -14.4% | ||
Kathy Manning House · D · NC | Microsoft Corporation | Buy | $15K-50K | 2023-04-28 | 2023-05-19 | 21d | -14.4% | ||
Kathy ManningSP House · D · NC | Nike, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -159.7% | ||
Kathy Manning House · D · NC | Nike, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -159.7% | ||
Kathy Manning House · D · NC | NVIDIA Corporation | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +667.7% | ||
Kathy ManningSP House · D · NC | NVIDIA Corporation | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +667.7% | ||
Kathy ManningSP House · D · NC | Packaging Corporation of America | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -17.6% | ||
Kathy Manning House · D · NC | Packaging Corporation of America | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -17.6% | ||
Kathy Manning House · D · NC | PayPal Holdings, Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -115.2% | ||
Kathy ManningSP House · D · NC | PayPal Holdings, Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -115.2% | ||
Kathy Manning House · D · NC | Pfizer, Inc. | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -115.6% | ||
Kathy Manning House · D · NC | Procter & Gamble Company | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -92.4% | ||
Kathy Manning House · D · NC | QUALCOMM Incorporated | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -29.1% | ||
Kathy ManningSP House · D · NC | QUALCOMM Incorporated | Buy | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -29.1% | ||
Kathy ManningSP House · D · NC | Starbucks Corporation | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -103.0% | ||
Kathy Manning House · D · NC | Starbucks Corporation | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -103.0% | ||
Kathy Manning House · D · NC | TJX Companies, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -15.8% | ||
Kathy ManningSP House · D · NC | TJX Companies, Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -15.8% | ||
Kathy Manning House · D · NC | Walmart Inc. | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | +21.6% | ||
Kathy Manning House · D · NC | Walt Disney Company | Sell·p | $1K-15K | 2023-04-28 | 2023-05-19 | 21d | -85.7% | ||
Kathy ManningSP House · D · NC | Ecolab Inc. | Sell·p | $15K-50K | 2023-03-31 | 2023-04-11 | 11d | -21.9% | ||
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund LP Filing Status: New
Subholding Of: The 2011 Randall R. Kaplan Living Trust | Sell | $1.0M-5M | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Ltd. Filing Status: New
Subholding Of: RRK Charitable Trust U/A 11/28/00 #2 | Sell·p | $100K-250K | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy Manning House · D · NC | — | Seven Bridges Long/Short Equity Fund Series Filing Status: New
Subholding Of: Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC | Sell·p | $500K-1M | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Long/Short Equity Fund Series Filing Status: New
Subholding Of: 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC | Sell·p | $100K-250K | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy Manning House · D · NC | — | Seven Bridges Multi-Strategy Fund Series Filing Status: New
Subholding Of: Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC | Buy | $250K-500K | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Multi-Strategy Fund Series Filing Status: New
Subholding Of: 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC | Buy | $100K-250K | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy Manning House · D · NC | — | Seven Bridges Strategic Equity Fund Series Filing Status: New
Subholding Of: Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC | Buy | $250K-500K | 2022-12-30 | 2023-01-10 | 11d | — | |
Kathy ManningSP House · D · NC | — | Seven Bridges Strategic Equity Fund Series Filing Status: New
Subholding Of: 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC | Buy | $100K-250K | 2022-12-30 | 2023-01-10 | 11d | — |
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