Kathy E. ManningDLeft office
House · NC-6 · Filing since Jun 10, 2022
Disclosed trades
284
Disclosed volume
$1.2M
range midpoints
Return on matched positions
+32.0%
S&P 500, same days
+45.6%
Excess vs S&P 500
-13.6%
Median holding
810d
Closed positions
60.4%29W / 19L
Bought and sold. Realized: $49K
Still held
75.9%66W / 21L
Open at the latest close. Unrealized: $348K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| WMT | Jan 23, 2024 | Jul 2, 2024 | $6K | +25.4% | +13.2% | +12.2% | 161d |
| TJX | Jul 2, 2024 | Open | $8K | +13.1% | +38.7% | -25.7% | 810d |
| QCOM | Jul 2, 2024 | Open | $8K | -6.2% | +38.7% | -44.9% | 810d |
| PG | Jul 2, 2024 | Open | $8K | -10.3% | +38.7% | -49.0% | 810d |
| PKG | Jul 2, 2024 | Open | $8K | +30.3% | +38.7% | -8.5% | 810d |
| NVDA | Apr 28, 2023 | Jul 2, 2024 | $2K | +342.1% | +32.0% | +310.1% | 431d |
| NVDA | Apr 28, 2023 | Jul 2, 2024 | $2K | +342.1% | +32.0% | +310.1% | 431d |
| NVDA | Apr 28, 2023 | Jul 2, 2024 | $4K | +342.1% | +32.0% | +310.1% | 431d |
| NVDA | Apr 28, 2023 | Jul 2, 2024 | $3K | +342.1% | +32.0% | +310.1% | 431d |
| NKE | Jan 23, 2024 | Jul 2, 2024 | $8K | -25.4% | +13.2% | -38.6% | 161d |
| NKE | Jan 23, 2024 | Jul 2, 2024 | $8K | -25.4% | +13.2% | -38.6% | 161d |
| NKE | Jan 23, 2024 | Jul 2, 2024 | $8K | -25.4% | +13.2% | -38.6% | 161d |
| MSFT | Jul 2, 2024 | Open | $33K | +8.2% | +38.7% | -30.5% | 810d |
| MSFT | Jul 2, 2024 | Open | $8K | +8.2% | +38.7% | -30.5% | 810d |
| MSFT | Jul 2, 2024 | Open | $8K | +8.2% | +38.7% | -30.5% | 810d |
| MDT | Jan 23, 2024 | Jul 2, 2024 | $8K | -10.4% | +13.2% | -23.6% | 161d |
| MDT | Jan 23, 2024 | Jul 2, 2024 | $928 | -10.4% | +13.2% | -23.6% | 161d |
| LMT | Jan 23, 2024 | Jul 2, 2024 | $8K | +5.9% | +13.2% | -7.3% | 161d |
| LMT | Jan 23, 2024 | Jul 2, 2024 | $447 | +5.9% | +13.2% | -7.3% | 161d |
| LMT | Jan 23, 2024 | Jul 2, 2024 | $7K | +5.9% | +13.2% | -7.3% | 161d |
| LRCX | Jul 2, 2024 | Open | $8K | +152.5% | +38.7% | +113.7% | 810d |
| CB | Jan 23, 2024 | Jul 2, 2024 | $8K | +6.3% | +13.2% | -6.9% | 161d |
| CB | Jan 23, 2024 | Jul 2, 2024 | $476 | +6.3% | +13.2% | -6.9% | 161d |
| CNC | Jul 2, 2024 | Open | $8K | +2.2% | +38.7% | -36.5% | 810d |
| CNC | Jul 2, 2024 | Open | $8K | +2.2% | +38.7% | -36.5% | 810d |
| AAPL | Jul 2, 2024 | Open | $8K | +50.4% | +38.7% | +11.7% | 810d |
| AAPL | Jul 2, 2024 | Open | $8K | +50.4% | +38.7% | +11.7% | 810d |
| AAPL | Jul 2, 2024 | Open | $8K | +50.4% | +38.7% | +11.7% | 810d |
| AON | Apr 28, 2023 | Jul 2, 2024 | $8K | -9.1% | +32.0% | -41.1% | 431d |
| AON | Jan 23, 2024 | Jul 2, 2024 | $8K | -2.9% | +13.2% | -16.2% | 161d |
| AON | Jan 23, 2024 | Jul 2, 2024 | $8K | -2.9% | +13.2% | -16.2% | 161d |
| AON | Jan 23, 2024 | Jul 2, 2024 | $8K | -2.9% | +13.2% | -16.2% | 161d |
| AMGN | Jul 2, 2024 | Open | $8K | +20.9% | +38.7% | -17.9% | 810d |
| ABBV | Jul 2, 2024 | Open | $8K | +58.5% | +38.7% | +19.8% | 810d |
| ABT | Jul 2, 2024 | Open | $8K | -1.1% | +38.7% | -39.9% | 810d |
| ABT | Jul 2, 2024 | Open | $8K | -1.1% | +38.7% | -39.9% | 810d |
| CME | Jan 23, 2024 | Jul 2, 2024 | $8K | -3.4% | +13.2% | -16.6% | 161d |
| COST | Jul 2, 2024 | Open | $8K | +4.9% | +38.7% | -33.9% | 810d |
| JNJ | Jul 2, 2024 | Open | $8K | +83.0% | +38.7% | +44.2% | 810d |
| JNJ | Jul 2, 2024 | Open | $8K | +83.0% | +38.7% | +44.2% | 810d |
| MA | Jul 2, 2024 | Open | $8K | +28.9% | +38.7% | -9.8% | 810d |
| MA | Jul 2, 2024 | Open | $8K | +28.9% | +38.7% | -9.8% | 810d |
| MRK | Jul 2, 2024 | Open | $8K | +12.6% | +38.7% | -26.2% | 810d |
| MSCI | Jul 2, 2024 | Open | $8K | +10.8% | +38.7% | -27.9% | 810d |
| MSCI | Jul 2, 2024 | Open | $8K | +10.8% | +38.7% | -27.9% | 810d |
| CRM | Jul 2, 2024 | Open | $8K | -0.2% | +38.7% | -38.9% | 810d |
| CRM | Jul 2, 2024 | Open | $8K | -0.2% | +38.7% | -38.9% | 810d |
| CRM | Jul 2, 2024 | Open | $8K | -0.2% | +38.7% | -38.9% | 810d |
| SYY | Jul 2, 2024 | Open | $8K | +12.8% | +38.7% | -26.0% | 810d |
| V | Jul 2, 2024 | Open | $8K | +40.0% | +38.7% | +1.3% | 810d |
| V | Jul 2, 2024 | Open | $8K | +40.0% | +38.7% | +1.3% | 810d |
| EXPD | Jul 2, 2024 | Open | $8K | +60.0% | +38.7% | +21.2% | 810d |
| GRMN | Jul 2, 2024 | Open | $75K | +72.7% | +38.7% | +34.0% | 810d |
| GRMN | Jul 2, 2024 | Open | $8K | +72.7% | +38.7% | +34.0% | 810d |
| GRMN | Jul 2, 2024 | Open | $8K | +72.7% | +38.7% | +34.0% | 810d |
| HD | Jul 2, 2024 | Open | $8K | -10.4% | +38.7% | -49.2% | 810d |
| HD | Jul 2, 2024 | Open | $8K | -10.4% | +38.7% | -49.2% | 810d |
| HD | Jul 2, 2024 | Open | $8K | -10.4% | +38.7% | -49.2% | 810d |
| WMT | Jan 23, 2024 | Open | $2K | +99.2% | +57.1% | +42.1% | 971d |
| WMT | Jan 23, 2024 | Open | $8K | +99.2% | +57.1% | +42.1% | 971d |
| TJX | Jan 23, 2024 | Open | $8K | +31.1% | +57.1% | -26.0% | 971d |
| TJX | Jan 23, 2024 | Open | $8K | +31.1% | +57.1% | -26.0% | 971d |
| TJX | Jan 23, 2024 | Open | $8K | +31.1% | +57.1% | -26.0% | 971d |
| QCOM | Apr 28, 2023 | Jan 23, 2024 | $6K | +31.4% | +16.6% | +14.8% | 270d |
| QCOM | Apr 28, 2023 | Jan 23, 2024 | $2K | +31.4% | +16.6% | +14.8% | 270d |
| QCOM | Apr 28, 2023 | Jan 23, 2024 | $4K | +31.4% | +16.6% | +14.8% | 270d |
| PG | Jan 23, 2024 | Open | $8K | -4.5% | +57.1% | -61.6% | 971d |
| PG | Jan 23, 2024 | Open | $8K | -4.5% | +57.1% | -61.6% | 971d |
| PG | Jan 23, 2024 | Open | $8K | -4.5% | +57.1% | -61.6% | 971d |
| PKG | Apr 28, 2023 | Jan 23, 2024 | $6K | +23.1% | +16.6% | +6.5% | 270d |
| MSFT | Jan 23, 2024 | Open | $8K | +24.6% | +57.1% | -32.5% | 971d |
| MSFT | Jan 23, 2024 | Open | $8K | +24.6% | +57.1% | -32.5% | 971d |
| MSFT | Jan 23, 2024 | Open | $8K | +24.6% | +57.1% | -32.5% | 971d |
| MDT | Jan 23, 2024 | Open | $32K | +8.6% | +57.1% | -48.5% | 971d |
| MDT | Jan 23, 2024 | Open | $8K | +8.6% | +57.1% | -48.5% | 971d |
| LMT | Jan 23, 2024 | Open | $894 | +21.3% | +57.1% | -35.8% | 971d |
| LRCX | Apr 28, 2023 | Jan 23, 2024 | $5K | +58.4% | +16.6% | +41.9% | 270d |
| LRCX | Apr 28, 2023 | Jan 23, 2024 | $3K | +58.4% | +16.6% | +41.9% | 270d |
| INTU | Apr 28, 2023 | Jan 23, 2024 | $8K | +43.2% | +16.6% | +26.6% | 270d |
| INTU | Apr 28, 2023 | Jan 23, 2024 | $8K | +43.2% | +16.6% | +26.6% | 270d |
| CFG | Jan 23, 2024 | Open | $33K | +112.3% | +57.1% | +55.2% | 971d |
| CFG | Jan 23, 2024 | Open | $8K | +112.3% | +57.1% | +55.2% | 971d |
| CFG | Jan 23, 2024 | Open | $8K | +112.3% | +57.1% | +55.2% | 971d |
| AAPL | Apr 28, 2023 | Jan 23, 2024 | $7K | +15.0% | +16.6% | -1.5% | 270d |
| AAPL | Apr 28, 2023 | Jan 23, 2024 | $1K | +15.0% | +16.6% | -1.5% | 270d |
| AAPL | Apr 28, 2023 | Jan 23, 2024 | $6K | +15.0% | +16.6% | -1.5% | 270d |
| AAPL | Apr 28, 2023 | Jan 23, 2024 | $2K | +15.0% | +16.6% | -1.5% | 270d |
| AAPL | Apr 28, 2023 | Jan 23, 2024 | $8K | +15.0% | +16.6% | -1.5% | 270d |
| AMGN | Jan 23, 2024 | Open | $8K | +21.2% | +57.1% | -35.9% | 971d |
| ACN | Apr 28, 2023 | Jan 23, 2024 | $6K | +32.0% | +16.6% | +15.4% | 270d |
| ACN | Apr 28, 2023 | Jan 23, 2024 | $2K | +32.0% | +16.6% | +15.4% | 270d |
| ACN | Apr 28, 2023 | Jan 23, 2024 | $4K | +32.0% | +16.6% | +15.4% | 270d |
| ACN | Apr 28, 2023 | Jan 23, 2024 | $4K | +32.0% | +16.6% | +15.4% | 270d |
| ABBV | Jan 23, 2024 | Open | $8K | +57.0% | +57.1% | -0.1% | 971d |
| ABT | Apr 28, 2023 | Jan 23, 2024 | $8K | +3.2% | +16.6% | -13.4% | 270d |
| ABT | Apr 28, 2023 | Jan 23, 2024 | $248 | +3.2% | +16.6% | -13.4% | 270d |
| COST | Jan 23, 2024 | Open | $33K | +31.1% | +57.1% | -26.0% | 971d |
| COST | Jan 23, 2024 | Open | $8K | +31.1% | +57.1% | -26.0% | 971d |
| COST | Jan 23, 2024 | Open | $8K | +31.1% | +57.1% | -26.0% | 971d |
| JNJ | Jan 23, 2024 | Open | $8K | +67.2% | +57.1% | +10.1% | 971d |
Latest filings
All 284 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
—Echo Street GoodCo Select, LP | Sell | Spouse | Jan 16, 2024 | Apr 21, 2025 | $15,001 - $50,000 | PDF ↗ |
—Echo Street GoodCo Select, LP | Sell | Spouse | Jan 5, 2024 | Apr 21, 2025 | $500,001 - $1,000,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Series | Partial sale | Self | Jan 1, 2025 | Jan 27, 2025 | $50,001 - $100,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Series | Partial sale | Spouse | Jan 1, 2025 | Jan 27, 2025 | $15,001 - $50,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Ltd. | Partial sale | Spouse | Jan 1, 2025 | Jan 27, 2025 | $15,001 - $50,000 | PDF ↗ |
—Seven Bridges Strategic Equity Fund Series | Sell | Spouse | Dec 31, 2024 | Jan 27, 2025 | $250,001 - $500,000 | PDF ↗ |
—Seven Bridges Multi-Strategy Fund Ltd. | Partial sale | Spouse | Dec 31, 2024 | Jan 27, 2025 | $100,001 - $250,000 | PDF ↗ |
—Seven Bridges Strategic Equity Fund Series | Sell | Self | Dec 31, 2024 | Jan 27, 2025 | $1,000,001 - $5,000,000 | PDF ↗ |
—Seven Bridges Emerging Markets Fund Series | Sell | Spouse | Dec 31, 2024 | Jan 27, 2025 | $100,001 - $250,000 | PDF ↗ |
—Seven Bridges Emerging Markets Fund Series | Sell | Self | Dec 31, 2024 | Jan 27, 2025 | $500,001 - $1,000,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Series | Partial sale | Self | Oct 28, 2024 | Nov 5, 2024 | $100,001 - $250,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Ltd. | Partial sale | Spouse | Oct 25, 2024 | Nov 5, 2024 | $15,001 - $50,000 | PDF ↗ |
—Seven Bridges Multi-Strategy Fund Ltd. | Buy | Spouse | Oct 25, 2024 | Nov 5, 2024 | $15,001 - $50,000 | PDF ↗ |
—Silver Point Distressed Opportunity Institutional Partners II, L.P. | Buy | Self | Sep 3, 2024 | Oct 5, 2024 | $15,001 - $50,000 | PDF ↗ |
—SB DPC Fund LP | Buy | Self | Aug 29, 2024 | Sep 4, 2024 | $15,001 - $50,000 | PDF ↗ |
PFEPfizer, Inc. Common Stock | Sell | Spouse | Aug 9, 2024 | Sep 4, 2024 | $1,001 - $15,000 | PDF ↗ |
SBUXStarbucks Corporation | Sell | Spouse | Aug 9, 2024 | Sep 4, 2024 | $1,001 - $15,000 | PDF ↗ |
—Seven Bridges Private Equity Opportunities Fund III LP | Buy | Self | Aug 8, 2024 | Sep 4, 2024 | $15,001 - $50,000 | PDF ↗ |
—Seven Bridges Energy Opportunities Fund III LP | Buy | Self | Aug 8, 2024 | Sep 4, 2024 | $50,001 - $100,000 | PDF ↗ |
—Seven Bridges Multi-Strategy Fund Ltd. | Buy | Spouse | Aug 1, 2024 | Aug 16, 2024 | $100,001 - $250,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Series | Partial sale | Self | Jul 30, 2024 | Aug 16, 2024 | $500,001 - $1,000,000 | PDF ↗ |
—Seven Bridges Long/Short Equity Fund Ltd. | Partial sale | Spouse | Jul 26, 2024 | Aug 16, 2024 | $100,001 - $250,000 | PDF ↗ |
GOOGLAlphabet Inc. - Class A Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GOOGLAlphabet Inc. - Class A Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GOOGLAlphabet Inc. - Class A Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
APDAir Products and Chemicals, Inc. Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
INTUIntuit Inc. | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
JNJJohnson & Johnson Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
LMTLockheed Martin Corporation Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GOOGAlphabet Inc. - Class C Capital Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GRMNGarmin Ltd. Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
APDAir Products and Chemicals, Inc. Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GRMNGarmin Ltd. Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $50,001 - $100,000 | PDF ↗ |
EXPDExpeditors International of Washington, Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
COSTCostco Wholesale Corporation | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CMECME Group Inc. - Class A Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CBChubb Limited Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CBChubb Limited Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CBChubb Limited Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CNCCentene Corporation Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CNCCentene Corporation Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CATCaterpillar, Inc. Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
ABBVAbbVie Inc. Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
CMECME Group Inc. - Class A Common Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AAPLApple Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AAPLApple Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AAPLApple Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GRMNGarmin Ltd. Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AONAon plc Class A Ordinary Shares | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
HDHome Depot, Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
HDHome Depot, Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
HDHome Depot, Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AONAon plc Class A Ordinary Shares | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
JNJJohnson & Johnson Common Stock | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AONAon plc Class A Ordinary Shares | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $15,001 - $50,000 | PDF ↗ |
LRCXLam Research Corporation | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
AMGNAmgen Inc. | Buy | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
GOOGAlphabet Inc. - Class C Capital Stock | Partial sale | Spouse | Jul 2, 2024 | Aug 16, 2024 | $1,001 - $15,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Prices were unavailable for some tickers (delisted or renamed), so they are excluded: 1/49
- Sales with no matching purchase on file: 96
- Public records shown for information only. Not investment advice.
- Last computed: Sep 20, 2026