Kathy E. Manning: Stock Portfolio, Performance and Latest Trades
U.S. Representative, NC-6 (former)
D Democrat
Trades disclosed809
Bought / sold461 / 348
Est. volume$28.5M
Typical delay21 days
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Kathy E. Manning's estimated portfolio today
Annual disclosure as of Dec 31, 2023 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
IVWiShares S&P 500 Growth ETF | 11.3% | $74.22 | +96.6% | $145.89 |
IVViShares Core S&P 500 ETF | 10.5% | $461.41 | +69.2% | $780.58 |
IWBiShares Russell 1000 ETF | 7.27% | $254.59 | +66.6% | $424.19 |
IWDiShares Russell 1000 Value ETF | 6.22% | $157.59 | +59.1% | $250.78 |
USMViShares MSCI USA Min Vol Factor ETF | 4.47% | $74.78 | +33.0% | $99.49 |
XLKSPDR Select Sector Fund - Technology | 4.37% | $94.65 | +113% | $201.39 |
MUMicron Technology, Inc. | 4.30% | $84.65 | +1185% | $1,088.00 |
VFVAVanguard U.S. Value Factor ETF | 3.92% | $105.92 | +43.7% | $152.24 |
NVDANVIDIA Corporation | 3.85% | $49.38 | +381% | $237.47 |
IVEiShares S&P 500 Value ETF | 3.37% | $165.56 | +39.4% | $230.78 |
TFLOiShares Treasury Floating Rate Bond ETF | 3.08% | $44.71 | +13.0% | $50.54 |
FBGRXFidelity Blue Chip Growth Fund | 2.60% | $148.73 | +105% | $304.20 |
SBLYXClearBridge Large Cap Growth Fd Class I | 1.94% | $52.50 | +52.1% | $79.88 |
MSFTMicrosoft Corporation | 1.79% | $379.26 | +39.7% | $529.76 |
XLVSPDR Select Sector Fund - Health Care | 1.57% | $130.31 | +29.5% | $168.81 |
IBDRiShares iBonds Dec 2026 Term Corporate ETF | 1.57% | $21.34 | +13.3% | $24.18 |
AAPLApple Inc. | 1.42% | $192.86 | +74.6% | $336.67 |
LRCXLam Research Corporation | 1.31% | $78.61 | +319% | $329.51 |
IBTGiShares iBonds Dec 2026 Term Treasury ETF | 1.24% | $20.48 | +11.5% | $22.83 |
IBDSiShares iBonds Dec 2027 Term Corporate ETF | 1.15% | $21.24 | +13.4% | $24.08 |
AGGiShares Core U.S. Aggregate Bond ETF | 1.08% | $89.23 | +5.7% | $94.31 |
OFVIXO'Shaughnessy Market Leaders Value Fund - Class I | 1.01% | $13.21 | +58.8% | $20.97 |
IBDTiShares iBonds Dec 2028 Term Corporate ETF | 0.97% | $22.13 | +12.7% | $24.95 |
CATCaterpillar, Inc. | 0.95% | $284.93 | +186% | $813.83 |
WMTWalmart Inc. | 0.77% | $51.35 | +111% | $108.16 |
JPMJP Morgan Chase & Co. | 0.74% | $160.41 | +105% | $329.58 |
VVisa Inc. | 0.70% | $256.05 | +45.3% | $372.10 |
GOOGLAlphabet Inc. - Class A | 0.69% | $138.37 | +153% | $350.50 |
IBDUiShares iBonds Dec 2029 Term Corporate ETF | 0.66% | $20.28 | +11.8% | $22.68 |
GRMNGarmin Ltd. | 0.59% | $155.81 | +77.2% | $276.16 |
ECLEcolab Inc. | 0.56% | $192.87 | +44.2% | $278.10 |
IBTHiShares iBonds Dec 2027 Term Treasury ETF | 0.56% | $20.11 | +10.9% | $22.29 |
JNJJohnson & Johnson | 0.53% | $143.74 | +79.8% | $258.45 |
AMGNAmgen Inc. | 0.45% | $269.55 | +53.2% | $413.08 |
ABBVAbbVie Inc. | 0.44% | $144.11 | +88.3% | $271.36 |
TJXTJX Companies, Inc. | 0.44% | $92.34 | +50.3% | $138.80 |
CBChubb Limited | 0.43% | $220.64 | +51.7% | $334.70 |
IBDViShares iBonds Dec 2030 Term Corporate ETF | 0.43% | $19.06 | +10.9% | $21.14 |
ABTAbbott Laboratories | 0.40% | $103.18 | −4.3% | $98.73 |
APDAir Products and Chemicals, Inc. | 0.39% | $254.89 | +9.1% | $278.12 |
XLUSPDR Select Sector Fund - Utilities | 0.38% | $29.23 | +40.8% | $41.15 |
CFGCitizens Financial Group, Inc. | 0.37% | $29.86 | +111% | $63.07 |
HDHome Depot, Inc. | 0.37% | $321.59 | −11.1% | $285.77 |
XLPSPDR Select Sector Fund - Consumer Staples | 0.37% | $66.91 | +22.1% | $81.70 |
MAMastercard Incorporated | 0.35% | $432.25 | +31.9% | $570.06 |
PGProcter & Gamble Company | 0.34% | $139.81 | +5.7% | $147.82 |
SYYSysco Corporation | 0.33% | $67.69 | +13.4% | $76.79 |
IWPiShares Russell Midcap Growth ETF | 0.32% | $103.34 | +36.9% | $141.46 |
EXPDExpeditors International of Washington, Inc. | 0.32% | $122.78 | +55.4% | $190.85 |
AONAon plc Class A Ordinary Shares | 0.31% | $287.64 | −6.0% | $270.47 |
LLYEli Lilly and Company | 0.31% | $572.09 | +108% | $1,188.72 |
BACBank of America Corporation | 0.30% | $31.58 | +69.4% | $53.52 |
COSTCostco Wholesale Corporation | 0.28% | $697.03 | +35.2% | $942.25 |
MRKMerck & Company, Inc. | 0.26% | $111.31 | +28.3% | $142.79 |
PKGPackaging Corporation of America | 0.26% | $154.46 | +47.1% | $227.25 |
QCOMQUALCOMM Incorporated | 0.26% | $142.22 | +24.5% | $177.12 |
MSCIMSCI Inc. | 0.25% | $525.95 | +5.6% | $555.38 |
CRMSalesforce, Inc. | 0.22% | $264.67 | −15.2% | $224.56 |
LMTLockheed Martin Corporation | 0.21% | $418.20 | +19.4% | $499.22 |
CNCCentene Corporation | 0.21% | $72.04 | −9.8% | $64.99 |
CMECME Group Inc. - Class A | 0.21% | $190.08 | +42.2% | $270.27 |
AMZNAmazon.com, Inc. | 0.20% | $151.94 | +71.1% | $259.92 |
GOOGAlphabet Inc. - Class C Capital Stock | 0.19% | $139.61 | +149% | $347.37 |
BRBSBlue Ridge Bankshares, Inc. | 0.19% | $2.46 | +58.0% | $3.88 |
IWSiShares Russell Mid-cap Value ETF | 0.17% | $111.63 | +45.8% | $162.78 |
IWRiShares Russell Mid-Cap ETF | 0.17% | $75.08 | +44.5% | $108.47 |
IWOiShares Russell 2000 Growth ETF | 0.17% | $248.05 | +43.3% | $355.37 |
IJKiShares S&P Mid-Cap 400 Growth ETF | 0.17% | $77.75 | +42.7% | $110.99 |
IWMiShares Russell 2000 ETF | 0.17% | $194.85 | +42.5% | $277.70 |
IWNiShares Russell 2000 Value ETF | 0.17% | $148.25 | +41.7% | $210.02 |
IJHiShares Core S&P Mid-Cap ETF | 0.16% | $53.51 | +36.0% | $72.76 |
ACNAccenture plc Class A Ordinary Shares | 0.16% | $333.62 | −41.1% | $196.64 |
MDTMedtronic plc. Ordinary Shares | 0.16% | $78.92 | +8.4% | $85.51 |
IJTiShares S&P SmallCap 600 Growth ETF | 0.16% | $122.02 | +32.4% | $161.60 |
IJRiShares Core S&P Small-Cap ETF | 0.16% | $103.63 | +32.3% | $137.08 |
IJSiShares S&P SmallCap 600 Value ETF | 0.15% | $98.47 | +31.0% | $129.02 |
IJJiShares S&P Mid-Cap 400 Value ETF | 0.15% | $108.70 | +28.0% | $139.15 |
IBDWiShares iBonds Dec 2031 Term Corporate ETF | 0.13% | $18.17 | +10.4% | $20.06 |
IBDXiShares Trust iShares iBonds Dec 2032 Term Corporate ETF | 0.13% | $22.06 | +9.2% | $24.08 |
INTUIntuit Inc. | 0.11% | $611.50 | −51.4% | $297.24 |
CSCOCisco Systems, Inc. | 0.07% | $46.83 | +151% | $117.39 |
BBYBest Buy Co., Inc. | 0.07% | $68.50 | +23.5% | $84.59 |
CAHCardinal Health, Inc. | 0.07% | $97.05 | +139% | $232.16 |
MSMorgan Stanley | 0.06% | $86.10 | +120% | $189.71 |
METMetLife, Inc. | 0.05% | $61.03 | +56.9% | $95.78 |
VOYAVoya Financial, Inc. | 0.04% | $68.28 | +41.7% | $96.77 |
KRKroger Company | 0.04% | $43.03 | +37.7% | $59.25 |
BMYBristol-Myers Squibb Company | 0.04% | $44.55 | +34.0% | $59.70 |
AMPAmeriprise Financial, Inc. | 0.04% | $366.38 | +33.9% | $490.56 |
TGTTarget Corporation | 0.03% | $128.92 | +17.1% | $150.92 |
ALLYAlly Financial Inc. | 0.03% | $32.10 | +16.4% | $37.37 |
LDOSLeidos Holdings, Inc. | 0.03% | $105.03 | +8.1% | $113.55 |
NXPINXP Semiconductors N.V. | 0.03% | $218.81 | +7.5% | $235.22 |
CHDChurch & Dwight Company, Inc. | 0.03% | $91.49 | +5.7% | $96.75 |
KMBKimberly-Clark Corporation | 0.03% | $108.43 | −11.0% | $96.48 |
UNPUnion Pacific Corporation | 0.00% | $231.20 | +18.8% | $274.68 |
Kathy E. Manning's buys and sells
Jan 15, 2021 to Jan 1, 2025, 52 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $15K–$50K | Jan 1, 2025 | Jan 27, 202526 days later |
Seven Bridges Long/Short Equity Fund SeriesOther | Sold part | $50K–$100K | Jan 1, 2025 | Jan 27, 202526 days later |
Seven Bridges Long/Short Equity Fund SeriesOtherSpouse | Sold part | $15K–$50K | Jan 1, 2025 | Jan 27, 202526 days later |
Seven Bridges Emerging Markets Fund SeriesOther | Sold | $500K–$1M | Dec 31, 2024 | Jan 27, 202527 days later |
Seven Bridges Emerging Markets Fund SeriesOtherSpouse | Sold | $100K–$250K | Dec 31, 2024 | Jan 27, 202527 days later |
Seven Bridges Multi-Strategy Fund Ltd.OtherSpouse | Sold part | $100K–$250K | Dec 31, 2024 | Jan 27, 202527 days later |
Seven Bridges Strategic Equity Fund SeriesOther | Sold | $1M–$5M | Dec 31, 2024 | Jan 27, 202527 days later |
Seven Bridges Strategic Equity Fund SeriesOtherSpouse | Sold | $250K–$500K | Dec 31, 2024 | Jan 27, 202527 days later |
Seven Bridges Long/Short Equity Fund SeriesOther | Sold part | $100K–$250K | Oct 28, 2024 | Nov 5, 20248 days later |
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $15K–$50K | Oct 25, 2024 | Nov 5, 202411 days later |
Seven Bridges Multi-Strategy Fund Ltd.OtherSpouse | Bought | $15K–$50K | Oct 25, 2024 | Nov 5, 202411 days later |
Silver Point Distressed Opportunity Institutional Partners II, L.P.Other | Bought | $15K–$50K | Sep 3, 2024 | Oct 5, 202432 days later |
SB DPC Fund LPOther | Bought | $15K–$50K | Aug 29, 2024 | Sep 4, 20246 days later |
PFESpousePfizer, Inc. | Sold | $1K–$15K | Aug 9, 2024 | Sep 4, 202426 days later |
SBUXSpouseStarbucks Corporation | Sold | $1K–$15K | Aug 9, 2024 | Sep 4, 202426 days later |
Seven Bridges Energy Opportunities Fund III LPOther | Bought | $50K–$100K | Aug 8, 2024 | Sep 4, 202427 days later |
Seven Bridges Private Equity Opportunities Fund III LPOther | Bought | $15K–$50K | Aug 8, 2024 | Sep 4, 202427 days later |
Seven Bridges Multi-Strategy Fund Ltd.OtherSpouse | Bought | $100K–$250K | Aug 1, 2024 | Aug 16, 202415 days later |
Seven Bridges Long/Short Equity Fund SeriesOther | Sold part | $500K–$1M | Jul 30, 2024 | Aug 16, 202417 days later |
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $100K–$250K | Jul 26, 2024 | Aug 16, 202421 days later |
ABTSpouseAbbott Laboratories | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
ABTSpouseAbbott Laboratories | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
ABBVSpouseAbbVie Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
APDSpouseAir Products and Chemicals, Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
APDSpouseAir Products and Chemicals, Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GOOGLSpouseAlphabet Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GOOGLSpouseAlphabet Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GOOGLSpouseAlphabet Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GOOGSpouseAlphabet Inc. Class C Capital Stock | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GOOGSpouseAlphabet Inc. Class C Capital Stock | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
AMGNSpouseAmgen Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
AONSpouseAon plc Class A Ordinary Shares | Sold part | $15K–$50K | Jul 2, 2024 | Aug 16, 202445 days later |
AONSpouseAon plc Class A Ordinary Shares | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
AONSpouseAon plc Class A Ordinary Shares | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CATSpouseCaterpillar, Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CNCSpouseCentene Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CNCSpouseCentene Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CBSpouseChubb Limited | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CBSpouseChubb Limited | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CBSpouseChubb Limited | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CMESpouseCME Group Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CMESpouseCME Group Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
COSTSpouseCostco Wholesale Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
EXPDSpouseExpeditors International of Washington, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GRMNSpouseGarmin Ltd. | Bought | $50K–$100K | Jul 2, 2024 | Aug 16, 202445 days later |
GRMNSpouseGarmin Ltd. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
GRMNSpouseGarmin Ltd. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
HDSpouseHome Depot, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
HDSpouseHome Depot, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
HDSpouseHome Depot, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
INTUSpouseIntuit Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
JNJSpouseJohnson & Johnson | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
JNJSpouseJohnson & Johnson | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
LRCXSpouseLam Research Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
LMTSpouseLockheed Martin Corporation | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
LMTSpouseLockheed Martin Corporation | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MASpouseMastercard Incorporated | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MASpouseMastercard Incorporated | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MRKSpouseMerck & Company, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MICRDSpouseMICRON SOLUTIONS INC NEW | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MSFTSpouseMicrosoft Corporation | Bought | $15K–$50K | Jul 2, 2024 | Aug 16, 202445 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MSCISpouseMSCI Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
MSCISpouseMSCI Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
NKESpouseNike, Inc. | Sold | $15K–$50K | Jul 2, 2024 | Aug 16, 202445 days later |
NKESpouseNike, Inc. | Sold | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
NKESpouseNike, Inc. | Sold | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
NVDASpouseNVIDIA Corporation | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
NVDASpouseNVIDIA Corporation | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
NVDASpouseNVIDIA Corporation | Sold part | $15K–$50K | Jul 2, 2024 | Aug 16, 202445 days later |
PKGSpousePackaging Corporation of America | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
PGSpouseProcter & Gamble Company | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
QCOMSpouseQUALCOMM Incorporated | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CRMSpouseSalesforce, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CRMSpouseSalesforce, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
CRMSpouseSalesforce, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
SYYSpouseSysco Corporation | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
TJXSpouseTJX Companies, Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
VSpouseVisa Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
VSpouseVisa Inc. | Bought | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
WMTSpouseWalmart Inc. | Sold part | $1K–$15K | Jul 2, 2024 | Aug 16, 202445 days later |
WUSpouseWestern Union Company | Sold | $1K–$15K | Jun 13, 2024 | Jul 6, 202423 days later |
Seven Bridges Long/Short Equity Fund SeriesOtherSpouse | Sold part | $500K–$1M | May 3, 2024 | May 22, 202419 days later |
PayJoy Asset Fund LLCOtherSpouse | Bought | $100K–$250K | Apr 30, 2024 | May 3, 20243 days later |
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $100K–$250K | Apr 22, 2024 | May 22, 202430 days later |
Seven Bridges Multi-Strategy Fund Ltd.OtherSpouse | Bought | $100K–$250K | Apr 22, 2024 | May 22, 202430 days later |
SB DPC Fund LPOtherSpouse | Bought | $100K–$250K | Feb 21, 2024 | Mar 4, 202412 days later |
Abdiel Qualified Onshore Partners, LPOtherSpouse | Bought | $500K–$1M | Feb 1, 2024 | Feb 6, 20245 days later |
Seven Bridges Multi-Strategy Fund Ltd.OtherSpouse | Bought | $250K–$500K | Feb 1, 2024 | Feb 6, 20245 days later |
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $250K–$500K | Jan 29, 2024 | Feb 6, 20248 days later |
Seven Bridges Long/Short Equity Fund SeriesOtherSpouse | Sold part | Spouse/DC Over | Jan 29, 2024 | Feb 6, 20248 days later |
ABTSpouseAbbott Laboratories | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
ABTSpouseAbbott Laboratories | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
ABBVSpouseAbbVie Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GOOGLSpouseAlphabet Inc. Class A | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GOOGLSpouseAlphabet Inc. Class A | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GOOGLSpouseAlphabet Inc. Class A | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GOOGSpouseAlphabet Inc. Class C Capital Stock | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GOOGSpouseAlphabet Inc. Class C Capital Stock | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AMGNSpouseAmgen Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AONSpouseAon plc Class A Ordinary Shares | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AONSpouseAon plc Class A Ordinary Shares | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AONSpouseAon plc Class A Ordinary Shares | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AAPLSpouseApple Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AAPLSpouseApple Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
AAPLSpouseApple Inc. | Sold part | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
CATSpouseCaterpillar, Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CATSpouseCaterpillar, Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CATSpouseCaterpillar, Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CBSpouseChubb Limited | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CFGSpouseCitizens Financial Group, Inc. | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
CFGSpouseCitizens Financial Group, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CFGSpouseCitizens Financial Group, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CMESpouseCME Group Inc. Class A | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
COSTSpouseCostco Wholesale Corporation | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
COSTSpouseCostco Wholesale Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
COSTSpouseCostco Wholesale Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GISSpouseGeneral Mills, Inc. | Sold | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GISSpouseGeneral Mills, Inc. | Sold | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
GISSpouseGeneral Mills, Inc. | Sold | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
INTUSpouseIntuit Inc. | Sold part | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
INTUSpouseIntuit Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
INTUSpouseIntuit Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
JNJSpouseJohnson & Johnson | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
JPMSpouseJP Morgan Chase & Co. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
JPMSpouseJP Morgan Chase & Co. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
LRCXSpouseLam Research Corporation | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
LRCXSpouseLam Research Corporation | Sold part | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
LRCXSpouseLam Research Corporation | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
LMTSpouseLockheed Martin Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
LMTSpouseLockheed Martin Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MASpouseMastercard Incorporated | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MASpouseMastercard Incorporated | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
MASpouseMastercard Incorporated | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MRKSpouseMerck & Company, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MRKSpouseMerck & Company, Inc. | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
MRKSpouseMerck & Company, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MUSpouseMicron Technology, Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MUSpouseMicron Technology, Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MUSpouseMicron Technology, Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MSCISpouseMSCI Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
MSCISpouseMSCI Inc. | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
MSCISpouseMSCI Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
NKESpouseNike, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
NKESpouseNike, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
NKESpouseNike, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
PKGSpousePackaging Corporation of America | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
PGSpouseProcter & Gamble Company | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
PGSpouseProcter & Gamble Company | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
PGSpouseProcter & Gamble Company | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
QCOMSpouseQUALCOMM Incorporated | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
QCOMSpouseQUALCOMM Incorporated | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CRMSpouseSalesforce, Inc. | Bought | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
CRMSpouseSalesforce, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
CRMSpouseSalesforce, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
SBUXSpouseStarbucks Corporation | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
SBUXSpouseStarbucks Corporation | Sold | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
SBUXSpouseStarbucks Corporation | Sold | $15K–$50K | Jan 23, 2024 | Feb 6, 202414 days later |
SYYSpouseSysco Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
SYYSpouseSysco Corporation | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
TJXSpouseTJX Companies, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
TJXSpouseTJX Companies, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
TJXSpouseTJX Companies, Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
VSpouseVisa Inc. | Sold part | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
WMTSpouseWalmart Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
WMTSpouseWalmart Inc. | Bought | $1K–$15K | Jan 23, 2024 | Feb 6, 202414 days later |
Echo Street GoodCo Select, LPOtherSpouse | Sold | $15K–$50K | Jan 16, 2024 | Feb 6, 202421 days later |
Echo Street GoodCo Select, LPOtherSpouse | Sold | $15K–$50K | Jan 16, 2024 | Apr 21, 2025461 days later · late |
SB Venture Select Fund LPOtherSpouse | Bought | $100K–$250K | Jan 8, 2024 | Feb 6, 202429 days later |
Seven Bridges Energy Opportunities Fund III LPOtherSpouse | Bought | $15K–$50K | Jan 8, 2024 | Feb 6, 202429 days later |
Seven Bridges Private Equity Opportunities Fund III LPOtherSpouse | Bought | $15K–$50K | Jan 8, 2024 | Feb 6, 202429 days later |
Echo Street GoodCo Select, LPOtherSpouse | Sold part | $500K–$1M | Jan 5, 2024 | Feb 6, 202432 days later |
Echo Street GoodCo Select, LPOtherSpouse | Sold | $500K–$1M | Jan 5, 2024 | Apr 21, 2025472 days later · late |
J. Goldman, L.P.OtherSpouse | Bought | $100K–$250K | Jan 1, 2024 | Jan 12, 202411 days later |
J. Goldman, L.P.Other | Bought | $500K–$1M | Jan 1, 2024 | Jan 12, 202411 days later |
Seven Bridges Multi-Strategy Fund LPOtherSpouse | Sold | Spouse/DC Over | Dec 31, 2023 | Jan 12, 202412 days later |
Seven Bridges Multi-Strategy Fund SeriesOtherSpouse | Sold part | $100K–$250K | Dec 31, 2023 | Jan 12, 202412 days later |
Seven Bridges Multi-Strategy Fund SeriesOther | Sold part | $500K–$1M | Dec 31, 2023 | Jan 12, 202412 days later |
CFGSpouseCitizens Financial Group, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
CFGSpouseCitizens Financial Group, Inc. | Sold | $15K–$50K | Dec 12, 2023 | Jan 12, 202431 days later |
CFGSpouseCitizens Financial Group, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
ELSpouseEstee Lauder Companies, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
ELSpouseEstee Lauder Companies, Inc. | Sold | $15K–$50K | Dec 12, 2023 | Jan 12, 202431 days later |
ELSpouseEstee Lauder Companies, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Sold | $15K–$50K | Dec 12, 2023 | Jan 12, 202431 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
PYPLSpousePayPal Holdings, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
PYPLSpousePayPal Holdings, Inc. | Sold | $15K–$50K | Dec 12, 2023 | Jan 12, 202431 days later |
PYPLSpousePayPal Holdings, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
PFESpousePfizer, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
PFESpousePfizer, Inc. | Sold | $15K–$50K | Dec 12, 2023 | Jan 12, 202431 days later |
PFESpousePfizer, Inc. | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
DISSpouseWalt Disney Company | Sold | $15K–$50K | Dec 12, 2023 | Jan 12, 202431 days later |
DISSpouseWalt Disney Company | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
DISSpouseWalt Disney Company | Sold | $1K–$15K | Dec 12, 2023 | Jan 12, 202431 days later |
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $100K–$250K | Nov 1, 2023 | Dec 6, 202335 days later |
Seven Bridges Long/Short Equity Fund SeriesOtherSpouse | Sold part | $250K–$500K | Nov 1, 2023 | Dec 6, 202335 days later |
Seven Bridges Long/Short Equity Fund SeriesOther | Sold part | $500K–$1M | Nov 1, 2023 | Dec 6, 202335 days later |
Seven Bridges Multi-Strategy Fund Ltd.OtherSpouse | Bought | $100K–$250K | Nov 1, 2023 | Dec 6, 202335 days later |
Seven Bridges Multi-Strategy Fund LPOtherSpouse | Bought | $1K–$15K | Aug 31, 2023 | Sep 8, 20238 days later |
ABTAbbott Laboratories | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ABBVAbbVie Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ABBVSpouseAbbVie Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ABBVSpouseAbbVie Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ACNAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
GOOGLSpouseAlphabet Inc. Class A | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
GOOGLAlphabet Inc. Class A | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
GOOGLSpouseAlphabet Inc. Class A | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
AMGNAmgen Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
AONAon plc Class A Ordinary Shares | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
AAPLApple Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
CATCaterpillar, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
CNCCentene Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
CNCSpouseCentene Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
CBChubb Limited | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
CFGSpouseCitizens Financial Group, Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
CFGCitizens Financial Group, Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ELSpouseEstee Lauder Companies, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ELEstee Lauder Companies, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
INTUIntuit Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
INTUSpouseIntuit Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
JPMSpouseJP Morgan Chase & Co. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
JPMJP Morgan Chase & Co. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
LRCXLam Research Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
LMTLockheed Martin Corporation | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
LMTSpouseLockheed Martin Corporation | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
LMTSpouseLockheed Martin Corporation | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
MDTMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
MUMicron Technology, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
MSFTMicrosoft Corporation | Bought | $15K–$50K | Apr 28, 2023 | May 19, 202321 days later |
NKESpouseNike, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
NKENike, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
NVDASpouseNVIDIA Corporation | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
PKGSpousePackaging Corporation of America | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
PKGPackaging Corporation of America | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
PYPLPayPal Holdings, Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
PYPLSpousePayPal Holdings, Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
PFEPfizer, Inc. | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
PGProcter & Gamble Company | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
QCOMQUALCOMM Incorporated | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
QCOMSpouseQUALCOMM Incorporated | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
QCOMSpouseQUALCOMM Incorporated | Bought | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
SBUXSpouseStarbucks Corporation | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
SBUXSpouseStarbucks Corporation | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
SBUXStarbucks Corporation | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
TJXTJX Companies, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
TJXSpouseTJX Companies, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
TJXSpouseTJX Companies, Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
WMTWalmart Inc. | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
DISWalt Disney Company | Sold part | $1K–$15K | Apr 28, 2023 | May 19, 202321 days later |
ECLSpouseEcolab Inc. | Sold part | $15K–$50K | Mar 31, 2023 | Apr 11, 202311 days later |
Seven Bridges Long/Short Equity Fund LPOtherSpouse | Sold | Spouse/DC Over | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Long/Short Equity Fund Ltd.OtherSpouse | Sold part | $100K–$250K | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Long/Short Equity Fund SeriesOther | Sold part | $500K–$1M | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Long/Short Equity Fund SeriesOtherSpouse | Sold part | $100K–$250K | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Multi-Strategy Fund SeriesOther | Bought | $250K–$500K | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Multi-Strategy Fund SeriesOtherSpouse | Bought | $100K–$250K | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Strategic Equity Fund SeriesOther | Bought | $250K–$500K | Dec 30, 2022 | Jan 10, 202311 days later |
Seven Bridges Strategic Equity Fund SeriesOtherSpouse | Bought | $100K–$250K | Dec 30, 2022 | Jan 10, 202311 days later |
Echo Street GoodCo Select, LPOtherSpouse | Bought | $100K–$250K | Nov 1, 2022 | Nov 10, 20229 days later |
MMMSpouse3M Company | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
ADBESpouseAdobe Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
GOOGLSpouseAlphabet Inc. Class A | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AMZNSpouseAmazon.com, Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AEESpouseAmeren Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AEPSpouseAmerican Electric Power Company, Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AMTSpouseAmerican Tower Corporation | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AMGNSpouseAmgen Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AAPLSpouseApple Inc. | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
AMATSpouseApplied Materials, Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
TSpouseAT&T Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
BACSpouseBank of America Corporation | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
BRK.BSpouseBerkshire Hathaway Inc. New | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
BLKSpouseBlackRock, Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
BRCMSpouseBroadcom Corporation Class A | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
CSCOSpouseCisco Systems, Inc. | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
KOSpouseCoca-Cola Company | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
CMCSASpouseComcast Corporation Class A | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
COSTSpouseCostco Wholesale Corporation | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
EQIXSpouseEquinix, Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
ELSpouseEstee Lauder Companies, Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
FDXSpouseFedEx Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
HDSpouseHome Depot, Inc. | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
INTCSpouseIntel Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
INTUSpouseIntuit Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
ISRGSpouseIntuitive Surgical, Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
INVHSpouseInvitation Homes Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
JNJSpouseJohnson & Johnson | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
KMBSpouseKimberly-Clark Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
LRCXSpouseLam Research Corporation | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
MASpouseMastercard Incorporated | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
MCDSpouseMcDonald's Corporation | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
FBSpouseMeta Platforms, Inc. Class A | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
NKESpouseNike, Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
NVDASpouseNVIDIA Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
ORCLSpouseOracle Corporation | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
PFESpousePfizer, Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
PPLSpousePPL Corporation | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
PGSpouseProcter & Gamble Company | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
QCOMSpouseQUALCOMM Incorporated | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
RTNSpouseRaytheon Company | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
SPGISpouseS&P Global Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
CRMSpouseSalesforce, Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
TSLASpouseTesla, Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
TXNSpouseTexas Instruments Incorporated | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
TMOSpouseThermo Fisher Scientific Inc | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
UPSSpouseUnited Parcel Service, Inc. | Sold | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
UNHSpouseUnitedHealth Group Incorporated | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
VZSpouseVerizon Communications Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
VSpouseVisa Inc. | Sold part | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
WELLSpouseWelltower Inc. | Bought | $1K–$15K | Oct 12, 2022 | Nov 10, 202229 days later |
Seven Bridges Multi-Strategy Fund LPOtherSpouse | Bought | $100K–$250K | Oct 1, 2022 | Oct 11, 202210 days later |
Seven Bridges Multi-Strategy Fund SeriesOtherSpouse | Bought | $15K–$50K | Oct 1, 2022 | Oct 11, 202210 days later |
Seven Bridges Multi-Strategy Fund SeriesOther | Bought | $100K–$250K | Oct 1, 2022 | Oct 11, 202210 days later |
Seven Bridges Multi-Strategy Fund SeriesOther | Bought | $15K–$50K | Oct 1, 2022 | Oct 11, 202210 days later |
ABBVSpouseAbbVie Inc. | Bought | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
AMZNSpouseAmazon.com, Inc. | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
TSpouseAT&T Inc. | Bought | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
AVGOSpouseBroadcom Inc. | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
CHTRSpouseCharter Communications, Inc. Class A | Bought | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
CMCSASpouseComcast Corporation Class A | Sold | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
ISRGSpouseIntuitive Surgical, Inc. | Bought | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
JNJSpouseJohnson & Johnson | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
MRKSpouseMerck & Company, Inc. | Bought | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
MSFTSpouseMicrosoft Corporation | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
PFESpousePfizer, Inc. | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
PGSpouseProcter & Gamble Company | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
TSLASpouseTesla, Inc. | Sold part | $1K–$15K | Sep 12, 2022 | Oct 11, 202229 days later |
Whale Rock Long Opportunities Fund, LPOtherSpouse | Bought | $250K–$500K | Sep 1, 2022 | Sep 11, 202210 days later |
GOOGLSpouseAlphabet Inc. Class A | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
GOOGSpouseAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
AMZNSpouseAmazon.com, Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
TSpouseAT&T Inc. | Sold | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
BACSpouseBank of America Corporation | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
BRK.BSpouseBerkshire Hathaway Inc. New | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
AVGOSpouseBroadcom Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
CVXSpouseChevron Corporation | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
COSTSpouseCostco Wholesale Corporation | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
XOMSpouseExxon Mobil Corporation | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
HDSpouseHome Depot, Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
JNJSpouseJohnson & Johnson | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
MRKSpouseMerck & Company, Inc. | Sold part | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
METASpouseMeta Platforms, Inc. Class A | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
NVDASpouseNVIDIA Corporation | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
PEPSpousePepsico, Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
PFESpousePfizer, Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
PGSpouseProcter & Gamble Company | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
TSLASpouseTesla, Inc. | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
UNHSpouseUnitedHealth Group Incorporated | Bought | $1K–$15K | Aug 5, 2022 | Sep 14, 202240 days later |
MOJointAltria Group, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
AMCRJointAmcor plc Ordinary Shares | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
AIGJointAmerican International Group, Inc. New | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
AMPJointAmeriprise Financial, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
AMGNJointAmgen Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
APAJointAPA Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
TJointAT&T Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
AZOJointAutoZone, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
BACJointBank of America Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
BBYJointBest Buy Co., Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
BIIBJointBiogen Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
BXPJointBoston Properties, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
BLDRJointBuilders FirstSource, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
COFJointCapital One Financial Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
CAHJointCardinal Health, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
CEJointCelanese Corporation Celanese Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
CHTRJointCharter Communications, Inc. Class A | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
CJointCitigroup, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
CMAJointComerica Incorporated | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
CCKJointCrown Holdings, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
DRIJointDarden Restaurants, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
DVNJointDevon Energy Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
DFSJointDiscover Financial Services | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
DPZJointDomino's Pizza Inc | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
EMNJointEastman Chemical Company | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
FICOJointFair Isaac Corproation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
ITJointGartner, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
HCAJointHCA Healthcare, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
HSTJointHost Hotels | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
HPQJointHP Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
IPJointInternational Paper Company | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
KEYJointKeyCorp | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
KMIJointKinder Morgan, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
LHXJointL3Harris Technologies, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
LBTYKJointLiberty Global plc Class C Ordinary Shares | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
LJointLoews Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
LOWJointLowe's Companies, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
LUMNJointLumen Technologies, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
MROJointMarathon Oil Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
MPCJointMarathon Petroleum Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
MASJointMasco Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
MCKJointMcKesson Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
METJointMetLife, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
NOCJointNorthrop Grumman Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
NVRJointNVR, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
ORCLJointOracle Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
PRUJointPrudential Financial, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
PHMJointPulteGroup, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
DGXJointQuest Diagnostics Incorporated | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
REGJointRegency Centers Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
SPGJointSimon Property Group, Inc. | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
SYFJointSynchrony Financial | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
BKJointThe Bank of New York Mellon Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
UNPJointUnion Pacific Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
WFCJointWells Fargo & Company | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
WYJointWeyerhaeuser Company | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
WHRJointWhirlpool Corporation | Sold | $1K–$15K | Aug 3, 2022 | Sep 14, 202242 days later |
ABTSpouseAbbott Laboratories | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ABTAbbott Laboratories | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ABTSpouseAbbott Laboratories | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ABBVSpouseAbbVie Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ABBVAbbVie Inc. | Sold part | $15K–$50K | Jul 27, 2022 | Aug 10, 202214 days later |
ABBVSpouseAbbVie Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ACNAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ACNSpouseAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
APDSpouseAir Products and Chemicals, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
APDAir Products and Chemicals, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
APDSpouseAir Products and Chemicals, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GOOGLSpouseAlphabet Inc. Class A | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GOOGLAlphabet Inc. Class A | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GOOGLSpouseAlphabet Inc. Class A | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GOOGSpouseAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GOOGAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AMGNAmgen Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AMGNSpouseAmgen Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AMGNSpouseAmgen Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AONSpouseAon plc Class A Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AONAon plc Class A Ordinary Shares | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AAPLApple Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
AAPLSpouseApple Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CATSpouseCaterpillar, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CNCSpouseCentene Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CNCCentene Corporation | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CNCSpouseCentene Corporation | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CBSpouseChubb Limited | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CFGSpouseCitizens Financial Group, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CFGCitizens Financial Group, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CFGSpouseCitizens Financial Group, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
CMESpouseCME Group Inc. Class A | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ELSpouseEstee Lauder Companies, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ELSpouseEstee Lauder Companies, Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
ELEstee Lauder Companies, Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
EXPDSpouseExpeditors International of Washington, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GISSpouseGeneral Mills, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GISGeneral Mills, Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
GISSpouseGeneral Mills, Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
HDHome Depot, Inc. | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
HDSpouseHome Depot, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
INTUSpouseIntuit Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
INTUIntuit Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
INTUSpouseIntuit Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
JNJSpouseJohnson & Johnson | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
JPMSpouseJP Morgan Chase & Co. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
JPMSpouseJP Morgan Chase & Co. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
JPMJP Morgan Chase & Co. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
LRCXLam Research Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
LRCXSpouseLam Research Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
LRCXSpouseLam Research Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
LMTSpouseLockheed Martin Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
LMTLockheed Martin Corporation | Sold part | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MDTMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MDTSpouseMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MUSpouseMicron Technology, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MUMicron Technology, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MSFTMicrosoft Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MSFTSpouseMicrosoft Corporation | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
MSFTSpouseMicrosoft Corporation | Bought | $15K–$50K | Jul 27, 2022 | Aug 10, 202214 days later |
NKESpouseNike, Inc. | Bought | $1K–$15K | Jul 27, 2022 | Aug 10, 202214 days later |
Kathy E. Manning's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 73% |
| Technology | 12% |
| Financials | 3.8% |
| Industrials | 3.8% |
| Health Care | 2.6% |
| Consumer Staples | 2.4% |
| Consumer Discretionary | 1.1% |
| Communication Services | 0.7% |
| Materials | 0.7% |
Portfolio performance: Kathy E. Manning vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Feb 5, 2021.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +51.5% | +8.6% |
| S&P 500 | +91.4% | +13.8% |
| Nasdaq-100 | +116.8% | +16.7% |
Kathy E. Manning's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
NVDANVIDIA Corporation | 10 | 11 |
MSFTMicrosoft Corporation | 17 | 2 |
GOOGLAlphabet Inc. - Class A | 4 | 14 |
AAPLApple Inc. | 9 | 8 |
ACNAccenture plc Class A Ordinary Shares | 7 | 7 |
INTUIntuit Inc. | 7 | 7 |
ELEstee Lauder Companies, Inc. | 3 | 10 |
PYPLPayPal holdings, Inc. | 7 | 6 |
VVisa Inc. | 6 | 7 |
NKENike, Inc. | 5 | 8 |
SBUXStarbucks Corporation | 1 | 12 |
MDTMedtronic plc. Ordinary Shares | 9 | 4 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.