Kathy E. Manning D
Democratic representative for North Carolina (NC-6) (former), in the House since Jan 3, 2021.
Among all 440 members
Each dot is a member; Manning is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$0
2023–24
$785K
2021–22
$3.0M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $0 | $0 | $0 | $0 | $0 | $5,313 | $0 | $0 | $0 |
| 2023–24 | $785,013 | $560,680 | $157,250 | $0 | $0 | $988,076 | $5,313 | $33 | $0 |
| 2021–22 | $3,045,909 | $2,309,115 | $638,301 | $6,014 | $0 | $3,149,872 | $208,377 | $30,556 | $0 |
FEC totals through Jun 30, 2025.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside North Carolina versus everywhere else, each period.
- From North Carolina
- From out of state
2023–24
$519K
2021–22
$872K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
SHARE OUR STRENGTH
$8,700
SEVEN BRIDGES ADVISORS
$7,500
TTI GLOBAL RESOURCES
$7,200
REPLACEMENTS LTD
$6,950
SAMET CORP
$6,800
EDW C LEVY CO
$6,600
CAPSULE GROUP
$6,600
PROPANE POWER CORP
$6,300
CHANEY PROPERTIES
$6,100
CHIEFTAIN CAPITAL
$6,000
VALCOR ENGINEERING CORP
$5,800
THE NRP GROUP LLC
$5,800
The largest donors, and the numbers
| Period | Itemized | Contributions | From NC | Retired donors |
|---|---|---|---|---|
| 2023–24 | $518,798 | 682 | 28% | 14% |
| 2021–22 | $872,022 | 1,266 | 39% | 7% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| KAPLAN, RANDALL ROBERT | GREENSBORO, NC | CAPSULE GROUP LLC, REAL ESTATE DEVELOPER | $12,400 |
| SCHRAYER, LYNN | HIGHLAND PARK, IL | NOT EMPLOYED, NOT EMPLOYED | $11,400 |
| SAMET, NORMAN G | LONGBOAT KEY, FL | SAMET CORPORATION, EXECUTIVE | $10,000 |
| SAMET, SYLVIA | HIGH POINT, NC | SELF EMPLOYED, NOT EMPLOYED | $10,000 |
| GOLDEN, BRUCE | SAN FRANCISCO, CA | SELF EMPLOYED, INVESTOR | $9,100 |
| MERCER, MICHELLE | SAN FRANCISCO, CA | SELF EMPLOYED, PHILANTHROPIST | $9,100 |
| SCHUSTERMAN, LYNN | TULSA, OK | NOT EMPLOYED, NOT EMPLOYED | $9,100 |
| SCHUSTERMAN, STACY | TULSA, OK | SCHUSTERMAN INTERESTS LLC, CHAIRMAN | $9,100 |
| DRESNER, LINDA | BIRMINGHAM, MI | NOT EMPLOYED, RETIRED | $6,600 |
| LEVY, EDWARD | BIRMINGHAM, MI | EDW. C. LEVY CO., EXECUTIVE CHAIRMAN | $6,600 |
| VICHNESS, SKIP E | NEW YORK, NY | SELF EMPLOYED, INVESTOR | $6,600 |
| LINDENBAUM, NATHAN | TEANECK, NJ | PROPANE POWER CORP., INVESTOR | $6,300 |
| COLL, LISA P. | AUBURNDALE, MA | NOT EMPLOYED, NOT EMPLOYED | $6,200 |
| SHAPIRO, JOHN | NEW YORK, NY | CHIEFTAIN CAPITAL, INVESTOR | $6,000 |
| CAPPELL, AUDREY | NEW YORK, NY | FOUNDATION FOR A JUST SOCIETY, FOUNDER AND PRESIDENT | $5,800 |
| DOCTOROFF, DANIEL | NEW YORK, NY | SIDEWALK LABS, EXECUTIVE | $5,800 |
| DRESNER, LINDA | RESTON, VA | SELF EMPLOYED, PHILANTHROPIST | $5,800 |
| FIRESTONE, SUSAN WEISS | LONGMEADOW, MA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| GRIFFIN, PHIL | GREENSBORO, NC | NOT EMPLOYED, RETIRED | $5,800 |
| HELLER, DAVID | BOCA RATON, FL | THE NRP GROUP LLC, REAL ESTATE | $5,800 |
| HELM, NELSON | LOUISVILLE, KY | NOT EMPLOYED, RETIRED | $5,800 |
| HELM, SUSAN M. | LOUISVILLE, KY | NOT EMPLOYED, RETIRED | $5,800 |
| JURVETSON, KARLA | LOS ALTOS, CA | SELF EMPLOYED, PHYSICIAN | $5,800 |
| LEVY, EDWARD C. JR. | RESTON, VA | SELF EMPLOYED, PHILANTHROPIST | $5,800 |
| MANDEL, STEVE | GREENWICH, CT | LONE PINE CAPITAL, ANALYST | $5,800 |
Their biggest PAC and party givers
JEFFRIES
$15K
HOYER
$15K
AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION
$15K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA) | PLUMBERS & STEAMFITTERS LOCAL 22 PAC INC | $20,000 | 4 |
| NEW DEMOCRAT COALITION ACTION FUND | NEWDEM SUMMER VICTORY FUND | $15,000 | 5 |
| JOBS, EDUCATION, & FAMILIES FIRST JEFF PAC | JEFFRIES | $15,000 | 8 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | $15,000 | 5 |
| CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | $15,000 | 3 |
| AMERIPAC: THE FUND FOR A GREATER AMERICA | HOYER | $15,000 | 3 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $15,000 | 3 | |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $15,000 | 6 |
| AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE | AMERICAN CRYSTAL SUGAR COMPAY | $15,000 | 3 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $14,000 | 6 |
| ELECT DEMOCRATIC WOMEN | PRO-CHOICE WOMEN | $13,500 | 11 |
| CA LUV PAC (CALIFORNIA LEADERSHIP UNITED FOR VICTORY PAC) | AGUILAR | $13,000 | 5 |
| TRI-STATE MAXED-OUT WOMEN | $12,500 | 5 | |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $12,500 | 3 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $12,500 | 7 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $12,000 | 4 |
| FAIR SHOT PAC | CLARK | $12,000 | 6 |
| END CITIZENS UNITED | LET AMERICA VOTE PAC | $12,000 | 5 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $10,500 | 7 |
| JOINT ACTION COMMITTEE FOR POLITICAL AFFAIRS | NONE | $10,400 | 4 |
| WOMEN'S POLITICAL COMMITTEE FEDERAL | $10,000 | 2 | |
| UAW - V - CAP (UAW VOLUNTARY COMMUNITY ACTION PROGRAM) 'INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW | INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW | $10,000 | 2 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $10,000 | 4 |
| PROGRESSIVE TURNOUT PROJECT | $10,000 | 5 | |
| NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND) | BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE | $10,000 | 3 |
Outside spending for and against them
- Against them
- For them
All of it
$31K
Who spent it
WORKING AMERICA
$15K
NEXTGEN CLIMATE ACTION COMMITTEE
$9,160
FEMINIST MAJORITY
$3,797
PAGE COMMUNICATIONS L.L.C.
$2,125
JDCA PAC
$229
GIVEGREEN UNITED ACTION
$33
HUMAN RIGHTS CAMPAIGN EQUALITY VOTES
$13
SIERRA CLUB INDEPENDENT ACTION
$10
PLANNED PARENTHOOD VOTES
$8
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| WORKING AMERICA | for | $15,214 | 5 |
| NEXTGEN CLIMATE ACTION COMMITTEE | for | $9,160 | 2 |
| FEMINIST MAJORITY | for | $3,797 | 1 |
| PAGE COMMUNICATIONS L.L.C. | for | $2,125 | 1 |
| JDCA PAC | for | $229 | 1 |
| GIVEGREEN UNITED ACTION | for | $33 | 2 |
| HUMAN RIGHTS CAMPAIGN EQUALITY VOTES | for | $13 | 1 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
| PLANNED PARENTHOOD VOTES | for | $8 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 40 earmarks, $57.6M. 9 went to an organization whose employees gave to Manning's campaigns ($15.7M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2024
$15.5M
FY 2023
$25.6M
FY 2022
$16.5M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 8 of the 36 of theirs went to their donors' employers; chance gives about 3: more than chance gives, once every member is tested.
The largest
Guilford County Schools
2 earmarks · Department of Education · its employees gave $275
$4.2M
Atlantic & Yadkin (A&Y) Greenway Completion Greensboro, North Carolina
Department of Transportation
$4.0M
Elm-Eugene Street Gateway Complete Streets Project City of Greensboro, North Carolina
Department of Housing and Urban Development
$4.0M
Small-Scale Manufacturing for Equitable Opportunity City of High Point, North Carolina
Department of Housing and Urban Development
$4.0M
Computer Aided Dispatch System Replacement for the City of Greensboro, NC City of Greensboro
Department of Justice · its employees gave $250
$3.0M
Greensboro Innovation District City of Greensboro
Department of Housing and Urban Development · its employees gave $250
$3.0M
High Point Shelter and Day Center for the Homeless City of High Point
Department of Housing and Urban Development
$3.0M
City of Winston-Salem for Runnymede Water Infrastructure Improvements
Environmental Protection Agency
$2.8M
Town of Kernersville for Beeson Creek Stream Restoration
Environmental Protection Agency
$2.4M
The Steelhouse Center for Urban Manufacturing and Innovation Nussbaum Center for Entrepreneurship
Small Business Administration
$2.0M
All 40
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2024 | Atlantic & Yadkin (A&Y) Greenway Completion Greensboro, North Carolina Atlantic & Yadkin (A&Y) Greenway Completion Greensboro, North Carolina NC Department of Transportation · Highway Infrastructure Programs · NC | $4,000,000 | |||
| FY 2024 | Bingham Neighborhood Remediation City of Greensboro Department of Housing and Urban Development · Community Development Fund · NC | $1,166,279 | $1,050, 2 donors | ||
| FY 2024 | Center for Workforce Development Rockingham Community College Department of Agriculture · Rural Community Facilities Program Account · NC | $1,000,000 | |||
| FY 2024 | Gibsonville Fire Department Ladder Truck Town of Gibsonville Fire Department Department of Agriculture · Rural Community Facilities Program Account · NC | $1,000,000 | |||
| FY 2024 | The Lighthouse Southwest Renewal Foundation of High Point, Inc. Department of Housing and Urban Development · Community Development Fund · NC | $1,000,000 | |||
| FY 2024 | Windsor Chavis Nocho Community Complex Development City of Greensboro Department of Housing and Urban Development · Community Development Fund · NC | $1,000,000 | $1,050, 2 donors | ||
| FY 2024 | Public Safety Radio Project City of Reidsville Department of Justice · COPS Tech · NC | $963,000 | |||
| FY 2024 | City of High Point for Advanced Water Metering Project Environmental Protection Agency · State and Tribal Assistance Grants—Drinking Water State Revolving Fund · NC | $959,752 | |||
| FY 2024 | J. Douglas Gaylon Depot Improvements, Greensboro, NC City of Greensboro Department of Transportation · Transit Infrastructure Grants · NC | $850,000 | $1,050, 2 donors | ||
| FY 2024 | Building a Better Battery Workforce Guilford County Schools Department of Housing and Urban Development · Community Development Fund · NC | $850,000 | $275, 2 donors | ||
| FY 2024 | Behavioral Evaluation and Response Team Expansion City of Winston-Salem Department of Justice · OJP–Byrne · NC | $700,000 | |||
| FY 2024 | Center for Educational and Agricultural Development Piedmont Community College Department of Housing and Urban Development · Community Development Fund · NC | $500,000 | |||
| FY 2024 | Housing Access Development, Greensboro, North Carolina Habitat for Humanity of Greater Greensboro, Inc. Department of Housing and Urban Development · Community Development Fund · NC | $500,000 | |||
| FY 2024 | Teen Center Boys & Girls Club of Eden Department of Housing and Urban Development · Community Development Fund · NC | $500,000 | |||
| FY 2024 | One Place Guilford County Department of Housing and Urban Development · Community Development Fund · NC | $500,000 | |||
| FY 2023 | Elm-Eugene Street Gateway Complete Streets Project City of Greensboro, North Carolina Department of Housing and Urban Development · Community Development Fund · NC | $4,000,000 | PILLSBURY WINTHROP SHAW PITTMAN LLP ($2,000) | ||
| FY 2023 | Small-Scale Manufacturing for Equitable Opportunity City of High Point, North Carolina Department of Housing and Urban Development · Community Development Fund · NC | $4,000,000 | |||
| FY 2023 | City of Winston-Salem for Runnymede Water Infrastructure Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · NC | $2,800,000 | |||
| FY 2023 | Town of Kernersville for Beeson Creek Stream Restoration Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · NC | $2,420,000 | |||
| FY 2023 | Guilford County Schools Guilford County Schools, Greensboro, NC for wraparound services, academic supports, and learning hubs Department of Education · Elementary and Secondary Education · NC | $2,200,000 | $275, 2 donors | ||
| FY 2023 | The Steelhouse Center for Urban Manufacturing and Innovation Nussbaum Center for Entrepreneurship The Steelhouse Center for Urban Manufacturing and Innovation Nussbaum Center for Entrepreneurship, Greensboro, NC Small Business Administration · Salaries and Expenses · NC | $2,000,000 | |||
| FY 2023 | Commercial Shared-Use Kitchen City of High Point, North Carolina Commercial Shared-Use Kitchen City of High Point, North Carolina, High Point, NC Small Business Administration · Salaries and Expenses · NC | $2,000,000 | |||
| FY 2023 | Hayes-Taylor Memorial YMCA Childcare Expansion Young Men's Christian Association of Greensboro, INC Department of Housing and Urban Development · Community Development Fund · NC | $1,500,000 | |||
| FY 2023 | Winston-Salem State University Winston-Salem State University, Winston-Salem, NC for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · NC | $1,342,840 | |||
| FY 2023 | Accelerating Food Assistance and Job Training for 6th District Residents Second Harvest Food Bank of Northwest North Carolina Department of Housing and Urban Development · Community Development Fund · NC | $1,000,000 | |||
| FY 2023 | United Way of Greater Greensboro, Inc. United Way of Greater Greensboro, Inc., Greensboro, NC for job counseling, career training, and supportive services Department of Labor · Employment and Training Administration · NC | $1,000,000 | |||
| FY 2023 | Gate City Coalition/Cure Violence Model Program One Step Further, Inc Department of Justice · OJP-Byrne · NC | $621,000 | |||
| FY 2023 | Winston-Salem/Forsyth County Schools Winston-Salem/Forsyth County Schools, Winston-Salem, NC for teacher academy programs Department of Education · Elementary and Secondary Education · NC | $301,548 | |||
| FY 2023 | Guilford Child Development Guilford Child Development, Greensboro, NC for a child development associate apprenticeship program Department of Labor · Employment and Training Administration · NC | $300,000 | |||
| FY 2023 | Real Time UTV Response Pleasant Garden Fire Department. Inc Department of Agriculture · Rural Housing Service · NC | $75,000 | |||
| FY 2022 | Computer Aided Dispatch System Replacement for the City of Greensboro, NC City of Greensboro Department of Justice · COPS Tech · NC | $3,000,000 | $250, 1 donor | ||
| FY 2022 | Greensboro Innovation District City of Greensboro Department of Housing and Urban Development · Community Development Fund · NC | $3,000,000 | $250, 1 donor | ||
| FY 2022 | High Point Shelter and Day Center for the Homeless City of High Point Department of Housing and Urban Development · Community Development Fund · NC | $3,000,000 | |||
| FY 2022 | Guilford County Schools Guilford County Schools, Greensboro, NC for an intensive tutoring program Department of Education · Elementary & Secondary Education · NC | $2,000,000 | $275, 2 donors | ||
| FY 2022 | City of Greensboro City of Greensboro, NC for a workforce development initiative, including technology and supportive services Department of Labor · Employment and Training Administration (ETA) · NC | $1,600,000 | $250, 1 donor | ||
| FY 2022 | University of North Carolina at Greensboro University of North Carolina at Greensboro, NC for the High-Speed Education Network Access Pilot Department of Education · Elementary & Secondary Education · NC | $1,500,000 | |||
| FY 2022 | High Point Multi-Modal Connector Greenway City of High Point Department of Housing and Urban Development · Community Development Fund · NC | $1,500,000 | |||
| FY 2022 | United Way of Forsyth County United Way of Forsyth County, Winston-Salem, NC for tutoring and enrichment programs Department of Education · Elementary & Secondary Education · NC | $450,000 | |||
| FY 2022 | Winston-Salem Police Department Real Time Crime Center Technology Upgrades City of Winston-Salem Winston-Salem Police Department Real Time Crime Center Technology Upgrades City of Winston-Salem, NC Department of Justice · COPS Tech · NC | $273,000 | |||
| FY 2022 | LED lighting upgrades City of Winston-Salem Department of Housing and Urban Development · Community Development Fund · NC | $190,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 12 sponsored, 0 became law · 117th Congress: 12 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.Res. 1449 Condemning the global rise of antisemitism and calling upon countries and international bodies to counter antisemitism. | Nov 20, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 1240 Providing for consideration of the bill (H.R. 4121) to protect an individual's ability to access contraceptives and to e | Jun 4, 2024 Motion to Discharge Committee filed by Ms. Manning. Petition No: 118-12. (<a href="https://clerk.house.gov/Dis |
| H.R. 7921 Countering Antisemitism Act | Apr 10, 2024 Referred to the Subcommittee on Counterterrorism, Law Enforcement, and Intelligence. |
| H.R. 7735 Protecting Students on Campus Act of 2024 | Mar 20, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 6347 Capping Prescription Costs Act of 2023 | Nov 10, 2023 Referred to the Subcommittee on Health. |
| H.R. 5312 Supporting Healthy Mothers and Infants Act of 2023 | Aug 29, 2023 Referred to the House Committee on Education and the Workforce. |
| H.R. 4924 Auto Reenroll Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 4741 Securing Global Telecommunications Act | Sep 10, 2024 Received in the Senate and Read twice and referred to the Committee on Foreign Relations. |
| H.R. 4585 Advancing Maternal Health Equity Under Medicaid Act | Jul 20, 2023 Sponsor introductory remarks on measure. (CR H3875) |
| H.R. 4121 Right to Contraception Act | Jun 16, 2023 Referred to the Subcommittee on Health. |
| H.R. 3331 Improving Mental Health and Wellness in Schools Act | May 15, 2023 Referred to the House Committee on Education and the Workforce. |
| H.Res. 309 Expressing the sense of the House of Representatives that the Food and Drug Administration has the authority to approve | Apr 19, 2023 Referred to the House Committee on Energy and Commerce. |
| H.R. 8503 Securing Global Telecommunications Act | Sep 21, 2022 Received in the Senate and Read twice and referred to the Committee on Foreign Relations. |
| H.R. 8373 Right to Contraception Act | Jul 21, 2022 Received in the Senate. |
| H.R. 8229 Telemental Health Parity Act of 2022 | Jun 24, 2022 Referred to the Committee on Energy and Commerce, and in addition to the Committees on Education and Labor, an |
| H.Res. 1155 Expressing support for contraceptive rights and access in the United States and expressing the sense of the House of Rep | Nov 1, 2022 Referred to the Subcommittee on the Constitution, Civil Rights, and Civil Liberties. |
| H.R. 7035 Biologics Market Transparency Act of 2022 | Mar 10, 2022 Referred to the Subcommittee on Health. |
| H.R. 6782 Auto Reenroll Act of 2022 | Feb 18, 2022 Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Labor, for a pe |
| H.R. 6612 Advancing Maternal Health Equity Under Medicaid Act | Feb 7, 2022 Referred to the Subcommittee on Health. |
| H.R. 6228 Capping Prescription Costs Act of 2021 | Dec 10, 2021 Referred to the Subcommittee on Health. |
| H.R. 5934 Supporting Healthy Mothers and Infants Act of 2021 | Nov 9, 2021 Referred to the House Committee on Education and Labor. |
| H.R. 5873 Improving Part-Time Workers Access to Retirement Act of 2021 | Nov 4, 2021 Referred to the Committee on Education and Labor, and in addition to the Committee on Ways and Means, for a pe |
| H.R. 5526 Improving Mental Health and Wellness in Schools Act | Oct 8, 2021 Referred to the House Committee on Education and Labor. |
| H.Res. 547 Calling for the continued support of Afghan women and girls after the drawdown of American troops. | Jul 29, 2021 Ordered to be Reported (Amended) by Voice Vote. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 12 | 0 | 290 |
| 117th | 12 | 0 | 463 |
2 former staff now lobbying
ZOE WOJNOWICH
STEPTOE LLP
1 client
SARAH CURTIS
MODERNA, INC.
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| ZOE WOJNOWICH | Intern, Office. of Rep. Kathy Manning; Intern, Office of Sen. Ron Wyden | STEPTOE LLP | 1 | 2026 |
| SARAH CURTIS | Chief of Staff, Rep. Manning; Deputy Chief of Staff, Rep. Kennedy; Legislative Director, Rep. Chandler; Legislative Director, Rep. Driehaus; Legislative Assistant, Rep. Strickland | MODERNA, INC. | 1 | 2025 |
From their payroll to lobbying
People Manning's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Manning themselves.
SARAH CURTIS ✓
Chief of Staff, last paid Q1 2025 · MODERNA, INC.
1 client
ZOE WOJNOWICH ✓
Paid Intern - House Program, last paid Q4 2024 · STEPTOE LLP
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| SARAH CURTIS | Chief of Staff | Q1 2025 | MODERNA, INC. | 1 | 2025–2026 | yes |
| ZOE WOJNOWICH | Paid Intern - House Program | Q4 2024 | STEPTOE LLP | 1 | 2026 | yes |
Holdings and trades
$31.6M – $93.2M+net worth, 2025 report
1,678trades on their reports
1 of 740trades reported after 45 days
21 daystypical time to report a trade
0reports filed on paper
4filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series
Business Entity · Self
$5.0M+
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series
Other · Spouse
$1.0M+
Randall Robert Kaplan Alaska LLC ⇒ Schwab Treasury Obligation Money Market Fund
Bank Deposit · Self
$1.0M+
Seven Bridges Multi-Strategy Fund Ltd.
Business Entity · Spouse
$1.0M+
RA Capital Healthcare Fund, L.P.
Investment Fund · Spouse
$1.0M+
Investment in Residential Property
Real Estate · Spouse
$1.0M+
Elm Street Hotel, LLC
Real Estate · Spouse
$1.0M+
MV Capital - Brokerage #1 ⇒ Fidelity Money Market Fund
Mutual Funds · Spouse
$1.0M+
Pinnacle Bank Accounts
Bank Deposit · Joint
$500K+
Wonder Media Network, LLC
Non-Public Stock · Spouse
$500K+
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series
Other · Spouse
$500K+
ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF
Mutual Funds · Spouse
$500K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | Business Entity | Self | $5.0M – $25.0M | None: — |
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | Other | Spouse | $1.0M – $5.0M | None: — |
| Randall Robert Kaplan Alaska LLC ⇒ Schwab Treasury Obligation Money Market Fund | Bank Deposit | Self | $1.0M – $5.0M | None: — |
| Seven Bridges Multi-Strategy Fund Ltd. | Business Entity | Spouse | $1.0M – $5.0M | Partnership Income: $1,001 – $2,500 |
| RA Capital Healthcare Fund, L.P. | Investment Fund | Spouse | $1.0M – $5.0M | Partnership Income: $50K – $100K |
| Investment in Residential Property | Real Estate | Spouse | $1.0M – — | None: — |
| Elm Street Hotel, LLC | Real Estate | Spouse | $1.0M – — | Partnership Income: $5,001 – $15K |
| MV Capital - Brokerage #1 ⇒ Fidelity Money Market Fund | Mutual Funds | Spouse | $1.0M – — | Dividends: $15K – $50K |
| Pinnacle Bank Accounts | Bank Deposit | Joint | $500K – $1.0M | Interest: $5,001 – $15K |
| Wonder Media Network, LLC | Non-Public Stock | Spouse | $500K – $1.0M | None: — |
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | Other | Spouse | $500K – $1.0M | None: — |
| ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF | Mutual Funds | Spouse | $500K – $1.0M | Capital Gains, Dividends: $100K – $1.0M |
| ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $2,501 – $5,000 |
| Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P. | Other | Self | $500K – $1.0M | None: — |
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | Business Entity | Self | $500K – $1.0M | None: — |
| Investment in Commercial Property | Real Estate | Spouse | $500K – $1.0M | Partnership Income: $5,001 – $15K |
| Abdiel Qualified Onshore Partners, LP | Other | Spouse | $500K – $1.0M | Partnership Income: $15K – $50K |
| Whale Rock Long Opportunities Fund, LP | Other | Spouse | $500K – $1.0M | Partnership Income: $100K – $1.0M |
| Charles Schwab - Brokerage ⇒ First Trust WCM Focused Global Growth Fund - Institutional | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $5,001 – $15K |
| Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $5,001 – $15K |
| MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $5,001 – $15K |
| MV Capital - Brokerage #1 ⇒ iShares Russell 1000 ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $5,001 – $15K |
| Reservoir Capital Partners, LP | Business Entity | Spouse | $250K – $500K | Partnership Income: $100K – $1.0M |
| ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF | Mutual Funds | Spouse | $250K – $500K | Dividends: $2,501 – $5,000 |
| ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 ETF | Mutual Funds | Spouse | $250K – $500K | Dividends: $2,501 – $5,000 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
iShares Treasury Floating Rate Bond ETF (TFLO)
2021–2024 · $2.9M – $6.5M
44 trades
iShares S&P 500 Value ETF (IVE)
2021–2024 · $931K – $2.5M
37 trades
iShares Core S&P 500 ETF (IVV)
2022–2023 · $408K – $1.3M
30 trades
iShares S&P 500 Growth ETF (IVW)
2022–2024 · $328K – $1.1M
27 trades
ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU)
2023–2024 · $324K – $1.0M
22 trades
NVIDIA Corporation (NVDA)
2021–2024 · $78K – $470K
22 trades
iShares Core U.S. Aggregate Bond ETF (AGG)
2023–2024 · $231K – $765K
21 trades
iShares iBonds Dec 2024 Term Treasury ETF (IBTE)
2022–2024 · $463K – $1.3M
20 trades
Microsoft Corporation (MSFT)
2021–2024 · $62K – $405K
20 trades
iShares Russell 1000 Value ETF (IWD)
2021–2024 · $447K – $1.2M
19 trades
Their latest 300 of 1,678 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2025-01-01 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-01-01 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-01-01 | Seven Bridges Long/Short Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Sale (Partial) | Spouse | $15K – $50K | 26 |
| 2025-01-01 | Seven Bridges Long/Short Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Sale (Partial) | Self | $50K – $100K | 26 |
| 2025-01-01 | Seven Bridges Long/Short Equity Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Sale (Partial) | Spouse | $15K – $50K | 26 |
| 2024-12-31 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Sale (Full) | Spouse | $100K – $250K | annual |
| 2024-12-31 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Sale (Full) | Spouse | $250K – $500K | annual |
| 2024-12-31 | Rock Springs Capital Fund LP via The 2011 Randall R. Kaplan Living Trust | Sale (Full) | Spouse | $250K – $500K | annual |
| 2024-12-31 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Sale (Full) | Self | $1.0M – $5.0M | annual |
| 2024-12-31 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Sale (Full) | Self | $500K – $1.0M | annual |
| 2024-12-31 | Seven Bridges Strategic Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Sale (Full) | Spouse | $250K – $500K | 27 |
| 2024-12-31 | Seven Bridges Strategic Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Sale (Full) | Self | $1.0M – $5.0M | 27 |
| 2024-12-31 | Seven Bridges Multi-Strategy Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Sale (Partial) | Spouse | $100K – $250K | 27 |
| 2024-12-31 | Seven Bridges Emerging Markets Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Sale (Full) | Spouse | $100K – $250K | 27 |
| 2024-12-31 | Seven Bridges Emerging Markets Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Sale (Full) | Self | $500K – $1.0M | 27 |
| 2024-12-26 | Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-24 | Charles Schwab - Brokerage ⇒ First Trust WCM Focused Global Growth Fund - Institutional via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-20 | Fidelity Blue Chip Growth Fund via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-20 | Fidelity Blue Chip Growth Fund via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-12 | ClearBridge Large Cap Growth Fd Class I via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-10 | Charles Schwab - Brokerage ⇒ O'Shaughnessy Market Leaders Value Fund - Class I via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-03 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-03 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-03 | iShares iBonds Dec 2025 Term Treasury ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Treasury ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-03 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Sale (Partial) | Self | $100K – $250K | annual |
| 2024-10-28 | Seven Bridges Long/Short Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Sale (Partial) | Self | $100K – $250K | 8 |
| 2024-10-25 | Seven Bridges Multi-Strategy Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Purchase | Spouse | $15K – $50K | 11 |
| 2024-10-25 | Seven Bridges Long/Short Equity Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Sale (Partial) | Spouse | $15K – $50K | 11 |
| 2024-10-16 | iShares Core U.S. Aggregate Bond ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-10-16 | iShares iBonds Dec 2031 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares iBonds Dec 2030 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Core U.S. Aggregate Bond ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell 1000 Growth ETF via MV Capital - KEM Roth IRA #1 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-16 | Fidelity Blue Chip Growth Fund via MV Capital - KEM Roth IRA #1 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-02 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $100K – $250K | annual |
| 2024-10-02 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF via The 2011 Randall R. Kaplan Living Trust | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-10-02 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-10-02 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF via The 2011 Kathy E Manning Living Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-02 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Purchase | Self | $15K – $50K | annual |
| 2024-10-02 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-02 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $50K – $100K | annual |
| 2024-10-02 | iShares iBonds Dec 2024 Term Treasury ETF via MV Capital - RRK Roth IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-02 | iShares iBonds Dec 2024 Term Corporate ETF via MV Capital - RRK Roth IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-02 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $250K – $500K | annual |
| 2024-10-02 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Full) | Spouse | $100K – $250K | annual |
| 2024-10-02 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Full) | Spouse | $100K – $250K | annual |
| 2024-10-02 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $15K – $50K | annual |
| 2024-10-02 | iShares iBonds Dec 2024 Term Treasury ETF via MV Capital - KEM Roth IRA #1 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-02 | iShares iBonds Dec 2024 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-01 | Investment in Residential Property via Bahamian Adventures Properties LLC | Purchase | Spouse | $1.0M – $1.0M | annual |
| 2024-09-30 | Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-19 | iShares iBonds Dec 2024 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-09-10 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-10 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-10 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-10 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-10 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-10 | iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-10 | iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-10 | iShares iBonds Dec 2024 Term Treasury ETF via MV Capital - KEM Roth IRA #1 | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-09-10 | iShares iBonds Dec 2030 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-03 | Randall Robert Kaplan Alaska LLC ⇒ Silver Point Distressed Opportunity Institutional Partn via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-03 | Silver Point Distressed Opportunity Institutional Partners II, L.P. via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Purchase | Self | $15K – $50K | 32 |
| 2024-08-29 | Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Purchase | Self | $15K – $50K | annual |
| 2024-08-29 | SB DPC Fund LP via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Purchase | Self | $15K – $50K | 6 |
| 2024-08-09 | MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-08-09 | MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Technology via The 2011 Randall R. Kaplan Living Trust | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-08-09 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-08-09 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-08-09 | iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-08-09 | iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-08-09 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2024-08-09 | iShares Trust iShares iBonds Dec 2034 Term Corporate ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-09 | SPDR Select Sector Fund - Technology via MV Capital - KEM Roth IRA #1 | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-08-09 | iShares Core S&P Mid-Cap ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-09 | iShares Core S&P Small-Cap ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-09 | Starbucks Corporation - Common Stock via MV Capital - RRK Roth IRA #3 | Sale (Full) | Spouse | $1,001 – $15K | 26 |
| 2024-08-09 | Pfizer, Inc. Common Stock via MV Capital - RRK Roth IRA #3 | Sale (Full) | Spouse | $1,001 – $15K | 26 |
| 2024-08-08 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Purchase | Spouse | $15K – $50K | annual |
| 2024-08-08 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Private Equity Opportunities Fund III LP via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-08-08 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Purchase | Self | $50K – $100K | annual |
| 2024-08-08 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Private Equity Opportunities Fund III LP via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Purchase | Self | $15K – $50K | annual |
| 2024-08-08 | Seven Bridges Private Equity Opportunities Fund III LP via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Purchase | Self | $15K – $50K | 27 |
| 2024-08-08 | Seven Bridges Energy Opportunities Fund III LP via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Purchase | Self | $50K – $100K | 27 |
| 2024-08-01 | Seven Bridges Multi-Strategy Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Purchase | Spouse | $100K – $250K | 15 |
| 2024-07-30 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2024-07-30 | Seven Bridges Long/Short Equity Fund Series via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan | Sale (Partial) | Self | $500K – $1.0M | 17 |
| 2024-07-26 | Seven Bridges Long/Short Equity Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Sale (Partial) | Spouse | $100K – $250K | 21 |
| 2024-07-12 | Acquisition Fund 2007 L.P. via Ehrenkranz Partners, LP | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-07-09 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-07-02 | Walmart Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Visa Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Visa Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | TJX Companies, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Sysco Corporation Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Salesforce, Inc. Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Salesforce, Inc. Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Salesforce, Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | QUALCOMM Incorporated - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Procter & Gamble Company via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Packaging Corporation of America Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | NVIDIA Corporation - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $15K – $50K | 45 |
| 2024-07-02 | NVIDIA Corporation - Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | NVIDIA Corporation - Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Nike, Inc. Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Full) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Nike, Inc. Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Full) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Nike, Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Full) | Spouse | $15K – $50K | 45 |
| 2024-07-02 | MSCI Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | MSCI Inc. Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Microsoft Corporation - Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Microsoft Corporation - Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Microsoft Corporation - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $15K – $50K | 45 |
| 2024-07-02 | Micron Solutions Inc New via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Merck & Company, Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Medtronic plc. Ordinary Shares via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Mastercard Incorporated Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Mastercard Incorporated Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Lockheed Martin Corporation Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Lockheed Martin Corporation Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Lam Research Corporation - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Johnson & Johnson Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Johnson & Johnson Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Intuit Inc. - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Home Depot, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Home Depot, Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Home Depot, Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Garmin Ltd. Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Garmin Ltd. Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Garmin Ltd. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $50K – $100K | 45 |
| 2024-07-02 | Expeditors International of Washington, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Costco Wholesale Corporation - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | CME Group Inc. - Class A Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | CME Group Inc. - Class A Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Chubb Limited Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Chubb Limited Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Chubb Limited Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Centene Corporation Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Centene Corporation Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Caterpillar, Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Apple Inc. - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Apple Inc. - Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Apple Inc. - Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Aon plc Class A Ordinary Shares via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Aon plc Class A Ordinary Shares via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Aon plc Class A Ordinary Shares via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $15K – $50K | 45 |
| 2024-07-02 | Amgen Inc. - Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Alphabet Inc. - Class C Capital Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Alphabet Inc. - Class C Capital Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Alphabet Inc. - Class A Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Alphabet Inc. - Class A Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Alphabet Inc. - Class A Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Air Products and Chemicals, Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Air Products and Chemicals, Inc. Common Stock via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Accenture plc Class A Ordinary Shares via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Accenture plc Class A Ordinary Shares via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | AbbVie Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Abbott Laboratories Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-07-02 | Abbott Laboratories Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 45 |
| 2024-06-30 | Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-13 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ ClearBridge Large Cap Growth Fd Class I via Kathy Manning GST FBO Randall Kaplan | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-06-13 | iShares Russell 1000 Value ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $50K – $100K | annual |
| 2024-06-13 | Western Union Company via MV Capital - RRK Roth IRA #3 | Sale (Full) | Spouse | $1,001 – $15K | 23 |
| 2024-05-15 | MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Value ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-05-15 | SPDR Select Sector Fund - Technology via MV Capital - RRK Roth IRA #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares S&P 500 Value ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-05-15 | SPDR Select Sector Fund - Health Care via MV Capital - RRK Roth IRA #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2031 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares Core U.S. Aggregate Bond ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-05-15 | iShares iBonds Dec 2024 Term Treasury ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-05-15 | iShares iBonds Dec 2025 Term Treasury ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2026 Term Treasury ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares Russell 1000 Value ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $15K – $50K | annual |
| 2024-05-15 | iShares Russell 1000 Growth ETF via MV Capital - KEM Roth IRA #1 | Sale (Partial) | Self | $50K – $100K | annual |
| 2024-05-15 | iShares iBonds Dec 2027 Term Treasury ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2030 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2029 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2028 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2027 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2026 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-05-15 | iShares iBonds Dec 2025 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-05-03 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Sale (Partial) | Spouse | $500K – $1.0M | annual |
| 2024-05-03 | Seven Bridges Long/Short Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Sale (Partial) | Spouse | $500K – $1.0M | 19 |
| 2024-04-30 | Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC via Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants | Purchase | Self | $15K – $50K | annual |
| 2024-04-30 | Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Purchase | Spouse | $100K – $250K | annual |
| 2024-04-30 | PayJoy Asset Fund LLC via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Purchase | Spouse | $100K – $250K | 3 |
| 2024-04-22 | Seven Bridges Multi-Strategy Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Purchase | Spouse | $100K – $250K | 30 |
| 2024-04-22 | Seven Bridges Long/Short Equity Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Sale (Partial) | Spouse | $100K – $250K | 30 |
| 2024-04-12 | MV Capital - Brokerage #1 ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $50K – $100K | annual |
| 2024-04-12 | MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF via The 2011 Randall R. Kaplan Living Trust | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-04-12 | MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-04-12 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-12 | MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF via The 2011 Kathy E Manning Living Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-12 | MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF via The 2011 Kathy E Manning Living Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-12 | iShares Core U.S. Aggregate Bond ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-04-12 | iShares Core U.S. Aggregate Bond ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-27 | iShares Core U.S. Aggregate Bond ETF via MV Capital - RRK Roth IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-27 | iShares Core U.S. Aggregate Bond ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-27 | iShares S&P 500 Value ETF via MV Capital - KEM Roth IRA #1 | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-27 | iShares S&P 500 Growth ETF via MV Capital - KEM Roth IRA #1 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-03-26 | Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-20 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Value ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-03-20 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2024-03-20 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Consumer Staples via Kathy Manning GST FBO Randall Kaplan | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-03-19 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ ClearBridge Large Cap Growth Fd Class I via Kathy Manning GST FBO Randall Kaplan | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2024-02-21 | Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Purchase | Spouse | $100K – $250K | annual |
| 2024-02-21 | SB DPC Fund LP via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Purchase | Spouse | $100K – $250K | 12 |
| 2024-02-15 | MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | iShares iBonds Dec 2031 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | iShares Trust iShares iBonds Dec 2033 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | iShares Trust iShares iBonds Dec 2032 Term Corporate ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | iShares Core U.S. Aggregate Bond ETF via MV Capital - GST Exempt Trust #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Treasury Floating Rate Bond ETF via Kathy Manning GST FBO Randall Kaplan | Sale (Full) | Spouse | $250K – $500K | annual |
| 2024-02-15 | ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF via Kathy Manning GST FBO Randall Kaplan | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-01 | RA Capital Healthcare Fund, L.P. via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $500K – $1.0M | annual |
| 2024-02-01 | Seven Bridges Multi-Strategy Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Purchase | Spouse | $250K – $500K | 5 |
| 2024-02-01 | Abdiel Qualified Onshore Partners, LP via The 2011 Randall R. Kaplan Living Trust | Purchase | Spouse | $500K – $1.0M | 5 |
| 2024-01-29 | Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants | Sale (Partial) | Spouse | $1.0M – $1.0M | annual |
| 2024-01-29 | Seven Bridges Long/Short Equity Fund Series via 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R | Sale (Partial) | Spouse | $1.0M – $1.0M | 8 |
| 2024-01-29 | Seven Bridges Long/Short Equity Fund Ltd. via RRK Charitable Trust U/A 11/28/00 #2 | Sale (Partial) | Spouse | $250K – $500K | 8 |
| 2024-01-23 | Walmart Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Walmart Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Visa Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | TJX Companies, Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | TJX Companies, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | TJX Companies, Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Sysco Corporation via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Sysco Corporation via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Starbucks Corporation via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Full) | Spouse | $15K – $50K | 14 |
| 2024-01-23 | Starbucks Corporation via MV Capital - GST Exempt Trust #2 | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Starbucks Corporation via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Salesforce, Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Salesforce, Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Salesforce, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $15K – $50K | 14 |
| 2024-01-23 | QUALCOMM Incorporated via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | QUALCOMM Incorporated via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Procter & Gamble Company via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Procter & Gamble Company via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Procter & Gamble Company via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Packaging Corporation of America via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Nike, Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Nike, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Nike, Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | MSCI Inc. via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | MSCI Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $15K – $50K | 14 |
| 2024-01-23 | MSCI Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Microsoft Corporation via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Microsoft Corporation via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Microsoft Corporation via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Micron Technology, Inc. via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Micron Technology, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Micron Technology, Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Merck & Company, Inc. Common Stock via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Merck & Company, Inc. Common Stock via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $15K – $50K | 14 |
| 2024-01-23 | Merck & Company, Inc. Common Stock via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Medtronic plc. Ordinary Shares via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Medtronic plc. Ordinary Shares via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $15K – $50K | 14 |
| 2024-01-23 | Medtronic plc. Ordinary Shares via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Mastercard Incorporated via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Mastercard Incorporated via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $15K – $50K | 14 |
| 2024-01-23 | Mastercard Incorporated via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Lockheed Martin Corporation via MV Capital - GST Exempt Trust #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Lockheed Martin Corporation via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Lam Research Corporation via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Lam Research Corporation via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $15K – $50K | 14 |
| 2024-01-23 | Lam Research Corporation via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | JP Morgan Chase & Co. via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | JP Morgan Chase & Co. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Johnson & Johnson via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Intuit Inc. via The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Intuit Inc. via MV Capital - GST Exempt Trust #2 | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2024-01-23 | Intuit Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Partial) | Spouse | $15K – $50K | 14 |
| 2024-01-23 | General Mills, Inc. via Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 | Sale (Full) | Spouse | $15K – $50K | 14 |
What their office spends
What Manning's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,148,032 over the last 4 quarters, 85% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $0 | $0 | -$193 | $0 | $0 | -$193 |
| Q1 '25 | $60,261 | $5,705 | $3,585 | $60 | $671 | $70,282 |
| Q4 '24 | $490,621 | $8,464 | $18,205 | $300 | $11,414 | $529,004 |
| Q3 '24 | $419,315 | $22,425 | $18,050 | $65,712 | $23,436 | $548,939 |
| Q2 '24 | $383,091 | $19,560 | $18,368 | $466 | $8,815 | $430,300 |
| Q1 '24 | $339,785 | $12,840 | $18,881 | $764 | $39,675 | $411,945 |
| Q4 '23 | $463,961 | $43,711 | $18,775 | $24,253 | $43,579 | $594,279 |
| Q3 '23 | $385,854 | $9,539 | $17,861 | $41,335 | $15,643 | $470,232 |
| Q2 '23 | $345,867 | $19,049 | $19,436 | $2,391 | $57,257 | $443,999 |
| Q1 '23 | $350,927 | $10,023 | $21,737 | $67,876 | $52,373 | $502,935 |
| Q4 '22 | $386,521 | $7,742 | $21,980 | $188,121 | $25,680 | $630,044 |
| Q3 '22 | $282,896 | $7,948 | $15,462 | $4,585 | $12,762 | $323,652 |
| Q2 '22 | $346,259 | $10,186 | $14,606 | $56,864 | $9,435 | $437,349 |
| Q1 '22 | $300,071 | $5,531 | $15,677 | $106,797 | $38,031 | $466,108 |
| Q4 '21 | $330,216 | $7,716 | $18,179 | $75,535 | $18,798 | $450,444 |
| Q2 '21 | $214,369 | $3,748 | $16,000 | $412 | $26,282 | $260,811 |
| Q1 '21 | $174,048 | $1,949 | $11,779 | $2,053 | $29,421 | $219,251 |
Private funds
75private funds, LLCs and trusts with no ticker
24file a Form D with the SEC
0 of 16bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Seven Bridges Multi-Strategy Fund Ltd.
files a Form D
$5.3M
Seven Bridges Long/Short Equity Fund Ltd.
files a Form D
$4.9M
RA Capital Healthcare Fund GP, LLC
manager per Form D
$4.5M
Seven Bridges Strategic Equity Fund Series
files a Form D
$3.9M
Abdiel Qualified Onshore Partners, LP
files a Form D
$2.3M
Echo Street Capital Advisors LLC
manager per Form D
$2.0M
Rock Springs Capital Management LP
manages $2.4B · 2 private funds
$1.9M
Melvin Capital GP LLC
manager per Form D
$1.8M
Whale Rock Capital Management LLC
manages $13.0B · 8 private funds
$1.1M
Elm Street Technology Holdings, LLC
files a Form D
$1.0M
Elm Street Technology LLC
files a Form D
$1.0M
J. Goldman & Co., L.P.
manages $4.9B · 2 private funds
$925K
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series
10 trades
$23.6M
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series
7 trades
$19.7M
Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan
trades went through it
$8.8M
The 2011 Randall R. Kaplan Living Trust
trades went through it
$8.2M
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series
4 trades
$7.3M
Seven Bridges Long/Short Equity Fund Series
10 trades
$4.8M
2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants
trades went through it
$4.0M
2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R
trades went through it
$4.0M
RRK Charitable Trust U/A 11/28/00 #2
trades went through it
$2.2M
Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P.
2 trades
$1.9M
Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series
2 trades
$1.9M
Seven Bridges Multi-Strategy Fund Series
7 trades
$1.7M
When they bought in
Funds with a Form D, by how long after the fund's first sale (as its Form D gives it) Manning first bought in. Amber: within 30 days either way, among a fund's first investors.
More than a month before
1 fund
Within 30 days
0 funds
1–6 months after
2 funds
6–12 months after
2 funds
1–3 years after
2 funds
Over 3 years after
9 funds
All 75, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | held 2021 | $3.5M – $6.2M | $6.5M – $31.0M | ||||||
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | 2022-10-01 | $1.1M – $2.4M | $6.0M – $30.0M | ||||||
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan trades went through it | 2022-10-01 | $4.8M – $12.8M | |||||||
| The 2011 Randall R. Kaplan Living Trust trades went through it | 2021-02-01 | $6.1M – $10.3M | |||||||
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series | 2022-12-30 | $1.6M – $6.3M | $1.3M – $5.5M | ||||||
| Seven Bridges Multi-Strategy Fund Ltd. filed as Seven Bridges Multi-Strategy Fund LP | over 5 years, Delaware | Hedge Fund | $1 | 240 | 2012-02-01 | 2022-10-01 | $1.8M – $2.8M | $1.0M – $5.0M | |
| Seven Bridges Long/Short Equity Fund Ltd. filed as Seven Bridges Long/Short Equity Fund LP | over 5 years, Delaware | Hedge Fund | $1 | 203 | 2012-02-01 | 2021-03-01 | $2.2M – $3.6M | $2.0M – $2.0M | |
| Seven Bridges Long/Short Equity Fund Series | $3.5M – $6.2M | ||||||||
| RA Capital Healthcare Fund, L.P. filed as RA Capital Healthcare Fund LP | RA Capital Healthcare Fund GP, LLC | over 5 years, Delaware | Hedge Fund | 947 | 2005-01-01 | 2021-02-01 | $1.0M – $2.0M | $1.0M – $5.0M | |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants trades went through it | 2022-10-01 | $2.8M – $5.2M | |||||||
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall R trades went through it | 2022-10-01 | $2.8M – $5.1M | |||||||
| Seven Bridges Strategic Equity Fund Series filed as Seven Bridges Strategic Equity Fund LP | over 5 years, Delaware | Hedge Fund | $1 | 139 | 2012-02-01 | 2022-12-30 | $1.6M – $6.3M | ||
| Abdiel Qualified Onshore Partners, LP | over 5 years, Delaware | Hedge Fund | 314 | 2007-04-01 | 2024-02-01 | $1.0M – $2.0M | $500K – $1.0M | ||
| RRK Charitable Trust U/A 11/28/00 #2 trades went through it | 2023-11-01 | $1.3M – $3.1M | |||||||
| Echo Street GoodCo Select, LP | Echo Street Capital Advisors LLC | over 5 years, Delaware | Hedge Fund | 581 | 2015-10-01 | 2022-07-25 | $850K – $1.8M | $500K – $1.0M | |
| Rock Springs Capital Fund LP | Rock Springs Capital Management LP $2.4B managed | over 5 years, Delaware | Hedge Fund | 611 | 2013-10-01 | 2022-09-30 | $750K – $1.5M | $500K – $1.0M | |
| Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P. | 2024-01-01 | $600K – $1.3M | $600K – $1.3M | ||||||
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series | held 2021 | $600K – $1.3M | $600K – $1.3M | ||||||
| Melvin Capital LP | Melvin Capital GP LLC | over 5 years, Delaware | Hedge Fund | 324 | 2014-12-11 | 2021-03-01 | $500K – $1.0M | $1.0M – $1.0M | |
| Seven Bridges Multi-Strategy Fund Series | 2022-10-01 | $1.1M – $2.4M | |||||||
| Whale Rock Long Opportunities Fund, LP filed as Whale Rock Long Opportunities Fund LP | Whale Rock Capital Management LLC $13.0B managed | over 5 years, Delaware | Hedge Fund | 222 | 2020-01-01 | 2022-09-01 | $250K – $500K | $500K – $1.0M | |
| Wonder Media Network, LLC | 2022-06-14 | $250K – $500K | $500K – $1.0M | ||||||
| Elm Street Technology Holdings, LLC filed as Elm Street Technology, LLC | 2016, Delaware | 1 | 2016-09-01 | held 2021 | $1.0M – $1.0M | ||||
| Elm Street Technology LLC | 2016, Delaware | 1 | 2016-09-01 | held 2021 | $1.0M – $1.0M | ||||
| Reservoir Capital Partners, LP | held 2021 | $1.0M – $1.0M | |||||||
| Bahamian Adventures Properties LLC trades went through it | 2024-10-01 | $1.0M – $1.0M | |||||||
| Bedford Properties, LLC trades went through it | $1.0M – $1.0M | ||||||||
| J. Goldman, L.P. | J. Goldman & Co., L.P. $4.9B managed | over 5 years, Delaware | Hedge Fund | 426 | 1995-07-01 | 2024-01-01 | $600K – $1.3M | ||
| Seven Bridges Emerging Markets Fund Series | $600K – $1.3M | ||||||||
| Seven Bridges Private Equity Opportunities Fund II, LP | 2021, Delaware | Private Equity Fund | $1 | 29 | 2021-05-06 | 2022-02-15 | $30K – $100K | $250K – $500K | |
| Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC | 2024-04-30 | $115K – $300K | $115K – $300K | ||||||
| Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP | 2024-02-21 | $115K – $300K | $115K – $300K | ||||||
| AvidXchange | held 2021 | $250K – $500K | |||||||
| Little Santee-Sandy Ridge, LLC trades went through it | $250K – $500K | ||||||||
| 3i SPV II LLC ⇒ Next Century Spirits, LLC | 2022-02-15 | $100K – $250K | $100K – $250K | ||||||
| SB Venture Select Fund LP | 2023, Delaware | Private Equity Fund | $1 | 0 | 2024-01-08 | $100K – $250K | $100K – $250K | ||
| Upper90 Fund II LP | Upper90 Capital Management, LP $1.1B managed | 2020, Delaware | Hedge Fund | 299 | 2020-08-07 | 2021-01-11 | $76K – $265K | $100K – $250K | |
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP | 2024-08-08 | $65K – $150K | $115K – $300K | ||||||
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan trades went through it | 2022-02-15 | $145K – $400K | |||||||
| SBLS SPV LLC | held 2023 | $115K – $300K | |||||||
| ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners I, LLC (Fu | 2022-01-12 | $15K – $50K | $100K – $250K | ||||||
| SB DPC Fund LP | 2023, Delaware | Private Equity Fund | $1 | 33 | 2023-12-14 | 2024-02-21 | $115K – $300K | ||
| Seven Bridges Energy Opportunities Fund III LP | 2023, Delaware | Private Equity Fund | $1 | 0 | 2024-01-08 | $65K – $150K | $50K – $100K | ||
| Elm Street Center, LLC | $100K – $250K | ||||||||
| Next Century Spirits, LLC filed as Next Century Spirits, Inc | 2025, Delaware | $25K | 5 | 2026-02-02 | 2022-02-15 | $100K – $250K | |||
| PayJoy Asset Fund LLC | Payjoy Asset Management, LLC | 2023, Delaware | 58 | 2023-06-30 | 2024-04-30 | $100K – $250K | |||
| Tarco Realty, LLC trades went through it | $100K – $250K | ||||||||
| MV Capital trades went through it | 2021-01-11 | $76K – $265K | |||||||
| Guerilla RF, Inc. | 2021-10-22 | $50K – $100K | $50K – $100K | ||||||
| Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Private Equity Opportunities Fund III LP | 2024-08-08 | $16K – $65K | $51K – $115K | ||||||
| Randall Robert Kaplan Alaska LLC ⇒ Silver Point Distressed Opportunity Institutional Partn | 2024-09-03 | $16K – $65K | $51K – $115K | ||||||
| Seven Bridges Private Equity Opportunities Fund III LP | 2023, Delaware | Private Equity Fund | $1 | 0 | 2024-01-08 | $30K – $100K | $15K – $50K | ||
| Acquisition Fund 2007 L.P. | held 2021 | $1,001 – $15K | $50K – $100K | ||||||
| Protochips | held 2021 | $50K – $100K | |||||||
| Ehrenkranz Partners, LP trades went through it | $9,009 – $135K | ||||||||
| Acquisition Fund 2006 L.P. | held 2021 | $1,001 – $15K | $15K – $50K | ||||||
| Acquisition Fund III L.P. | held 2021 | $1,001 – $15K | $15K – $50K | ||||||
| Acquisition Fund V L.P. | held 2021 | $1,001 – $15K | $15K – $50K | ||||||
| ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners LTH I, LLC | 2022-01-12 | $1,001 – $15K | $15K – $50K | ||||||
| Ellirock Holdings LLC | 2024, Delaware | 17 | 2024-01-26 | held 2025 | $15K – $50K | ||||
| Overseas Acquisition Fund III L.P. | held 2021 | $15K – $50K | |||||||
| Piedmont Pharmaceuticals | over 5 years, Delaware | $30K | 12 | 2022-11-01 | held 2021 | $15K – $50K | |||
| Silver Point Distressed Opportunity Institutional Partners II, L.P. | Silver Point Distressed Opportunity Institutional Partners II Onshore General Partner, LLC | 2022, Delaware | Private Equity Fund | $1 | 221 | 2023-03-02 | 2024-09-03 | $15K – $50K | |
| Stonefield Cellars Winery | held 2021 | $15K – $50K | |||||||
| The 2011 Kathy E Manning Living Trust trades went through it | 2022-10-01 | $15K – $50K | |||||||
| The 2011 Kathy E Manning Living Trust > Randall Robert Kaplan Alaska LLC trades went through it | 2022-10-01 | $15K – $50K | |||||||
| Acquisition Fund IV L.P. | held 2021 | $1,001 – $15K | $1,001 – $15K | ||||||
| Overseas Acquisition Fund II L.P. | held 2021 | $1,001 – $15K | $1,001 – $15K | ||||||
| Overseas Acquisition Fund IV L.P. | held 2021 | $1,001 – $15K | $1,001 – $15K | ||||||
| Real Estate Acquisition Fund L.P. | held 2021 | $1,001 – $15K | $1,001 – $15K | ||||||
| Venture Fund L.P. | held 2021 | $1,001 – $15K | $1,001 – $15K | ||||||
| Consumer Physics | over 5 years, Delaware | 9 | 2018-06-19 | held 2021 | $1,001 – $15K | ||||
| OptiVia Medical, LLC | held 2021 | $1,001 – $15K | |||||||
| Sensory Analytics | held 2021 | $1,001 – $15K | |||||||
| Whirlpool Corporation (WHR) [ST] - O'Shaughnessy Asset Management (Owner: Charles Schwab - | 2022-07-20 | $1,001 – $15K |
How their trades did
Each of Manning's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 771 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is below what chance gives at 30 and 90 days. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-2.0%-1.0%0+1.0%+2.0%
30 days later
771 trades · 45% beat the market
-1.0%
90 days later
771 trades · 44% beat the market
-1.4%
Before the public knew: between trading and first reporting a trade (a median of 21 days; 0% of them reported late), their trades moved -0.9% against the market, where the same trades on other days give -0.4% to +0.6%. Copying each on the day it was reported would have earned +0.1% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Jan 15, 2021: 10.4% a year against the S&P 500's 14.3%; copying the reports, 11.5%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Bought NVIDIA Corporation (NVDA) 2023-04-28 · $1,001 – $15K · +43.5% against the market in 30 days, +56.2% in 90
- Bought NVIDIA Corporation (NVDA) 2023-04-28 · $1,001 – $15K · +43.5% against the market in 30 days, +56.2% in 90
- Bought Applied Materials, Inc. (AMAT) 2022-10-12 · $1,001 – $15K · +33.6% against the market in 30 days, +32.4% in 90
Worst timed
- Sold Lam Research Corporation (LRCX) 2022-10-12 · $1,001 – $15K · -42.8% against the market in 30 days, -32.0% in 90
- Sold NVIDIA Corporation (NVDA) 2021-10-19 · $1,001 – $15K · -37.9% against the market in 30 days, -14.6% in 90
- Sold BlackRock, Inc. (BLK) 2022-10-12 · $1,001 – $15K · -34.1% against the market in 30 days, -33.5% in 90
Financial disclosures
42 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
1 trade has a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 12, 2022 | 2022-03-23 | SPDR Bloomberg Barclays Convertible Securities ETF (CWB) | Outside the year the report covers | Never amended |