U.S. Representative
Kathy Manning
DHouseNorth Carolina · District 06
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
—
100
Total trades
$0
Volume YTD
107d
Avg hold
0
Conflicts
Track record by window
5 years
+$3.1M
+65.0%
Gross flow$9.7M
Trades610
Bought / Sold370·240
Open book61%
Public-record gap+45.2%
Disclosed trades · 100
All filings →●Filed Sep 4, 2024·traded Aug 29, 2024
↑bought
Pfizer, Inc. Common Stock (PFE)(PFE)$15K-$50K
6 days to disclose
Bad buy·−$2.5K-7.6%
−2.8% vs S&P 500●Filed Sep 4, 2024·traded Aug 9, 2024
↓sold
Stock (SBUX)(SBUX)$1K-$15K
26 days to disclose
Flat·+0.0%
+37.0% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Chubb Limited Common Stock (CB)(CB)$1K-$15K
45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
E
Washington, Inc. (EXPD)(EXPD)$1K-$15K45 days to disclose
Good buy·+$2.3K+29.3%
−14.5% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Johnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
45 days to disclose
Good buy·+$4.7K+58.4%
+55.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
M
MSCI Inc. Common Stock (MSCI)(MSCI)$1K-$15K45 days to disclose
Good buy·+$1.5K+18.5%
−5.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
C
Stock (CME)(CME)$1K-$15K45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Nike, Inc. Common Stock (NKE)(NKE)$1K-$15K
45 days to disclose
Flat·+0.0%
+28.0% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
(GOOG)(GOOG)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldChubb Limited Common Stock (CB)(CB)$1K-$15K
45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Medtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
45 days to disclose
Flat·+0.0%
+2.8% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
TJX Companies, Inc. (TJX)(TJX)$1K-$15K
45 days to disclose
Good buy·+$3.2K+39.4%
+11.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
P
Common Stock (PKG)(PKG)$1K-$15K45 days to disclose
Good buy·+$2K+25.4%
+7.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Intuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Stock (MSFT)(MSFT)$15K-$50K
45 days to disclose
Bad buy·−$1.5K-4.6%
−66.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
45 days to disclose
Good buy·+$4.7K+58.4%
+55.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Salesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
45 days to disclose
Bad buy·−$1.9K-23.3%
−84.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldChubb Limited Common Stock (CB)(CB)$1K-$15K
45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
G
Garmin Ltd. Common Stock (GRMN)(GRMN)$1K-$15K45 days to disclose
Good buy·+$4K+50.4%
+13.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
A
Common Stock (APD)(APD)$1K-$15K45 days to disclose
Flat·+0.0%
+18.0% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Home Depot, Inc. (HD)(HD)$1K-$15K
45 days to disclose
Bad buy·−$625-7.8%
−35.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
G
Garmin Ltd. Common Stock (GRMN)(GRMN)$1K-$15K45 days to disclose
Good buy·+$4K+50.4%
+13.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Common Stock (LMT)(LMT)$1K-$15K
45 days to disclose
Flat·+0.0%
+73.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Common Stock (LRCX)(LRCX)$1K-$15K
45 days to disclose
Good buy·+$17.2K+215.5%
+153.8% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Walmart Inc. Common Stock (WMT)(WMT)$1K-$15K
45 days to disclose
Flat·+0.0%
+9.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldStock (GOOGL)(GOOGL)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Stock (MA)(MA)$1K-$15K
45 days to disclose
Good buy·+$636+8.0%
−16.5% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Procter & Gamble Company (PG)(PG)$1K-$15K
45 days to disclose
Bad buy·−$1.1K-14.1%
−23.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtStock (MA)(MA)$1K-$15K
45 days to disclose
Good buy·+$636+8.0%
−16.5% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Stock (NVDA)(NVDA)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtStock (MSFT)(MSFT)$1K-$15K
45 days to disclose
Bad buy·−$366-4.6%
−66.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldStock (NVDA)(NVDA)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
M
MSCI Inc. Common Stock (MSCI)(MSCI)$1K-$15K45 days to disclose
Good buy·+$1.5K+18.5%
−5.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldNike, Inc. Common Stock (NKE)(NKE)$1K-$15K
45 days to disclose
Flat·+0.0%
+28.0% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldStock (NVDA)(NVDA)$15K-$50K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Common Stock (QCOM)(QCOM)$1K-$15K
45 days to disclose
Good buy·+$1.5K+18.4%
−43.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Sysco Corporation Common Stock (SYY)(SYY)$1K-$15K
45 days to disclose
Good buy·+$311+3.9%
−5.3% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Visa Inc. (V)(V)$1K-$15K
45 days to disclose
Good buy·+$1.5K+18.2%
−6.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Common Stock (COST)(COST)$1K-$15K
45 days to disclose
Good buy·+$1.3K+16.7%
+7.5% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldStock (GOOGL)(GOOGL)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtSalesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
45 days to disclose
Bad buy·−$1.9K-23.3%
−84.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Abbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
45 days to disclose
Bad buy·−$1.3K-16.4%
−19.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
45 days to disclose
Bad buy·−$1.3K-16.4%
−19.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Centene Corporation Common Stock (CNC)(CNC)$1K-$15K
45 days to disclose
Bad buy·−$1.3K-16.4%
−19.3% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Apple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
45 days to disclose
Good buy·+$3.4K+43.0%
−18.7% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtSalesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
45 days to disclose
Bad buy·−$1.9K-23.3%
−84.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
C
Stock (CME)(CME)$1K-$15K45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldCommon Stock (LMT)(LMT)$1K-$15K
45 days to disclose
Flat·+0.0%
+73.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Shares (ACN)(ACN)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
AbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
45 days to disclose
Good buy·+$2.3K+29.1%
+26.3% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
A
Common Stock (APD)(APD)$1K-$15K45 days to disclose
Flat·+0.0%
+18.0% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold(GOOG)(GOOG)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtStock (MSFT)(MSFT)$1K-$15K
45 days to disclose
Bad buy·−$366-4.6%
−66.2% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldStock (GOOGL)(GOOGL)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
A
Aon plc Class A Ordinary Shares (AON)(AON)$1K-$15K45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
Caterpillar, Inc. Common Stock (CAT)(CAT)$1K-$15K
45 days to disclose
Flat·+0.0%
+43.8% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
A
Aon plc Class A Ordinary Shares (AON)(AON)$15K-$50K45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Amgen Inc. - Common Stock (AMGN)(AMGN)$1K-$15K
45 days to disclose
Good buy·+$432+5.4%
+2.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldShares (ACN)(ACN)$1K-$15K
45 days to disclose
Flat·+0.0%
+61.6% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
45 days to disclose
Good buy·+$3.4K+43.0%
−18.7% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
45 days to disclose
Good buy·+$3.4K+43.0%
−18.7% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓sold
A
Aon plc Class A Ordinary Shares (AON)(AON)$1K-$15K45 days to disclose
Flat·+0.0%
+24.4% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑boughtCentene Corporation Common Stock (CNC)(CNC)$1K-$15K
45 days to disclose
Bad buy·−$1.3K-16.4%
−19.3% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↓soldHome Depot, Inc. (HD)(HD)$1K-$15K
45 days to disclose
Flat·+0.0%
+28.0% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
Stock (MRK)(MRK)$1K-$15K
45 days to disclose
Bad buy·−$887-11.1%
−13.9% vs S&P 500●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
M
(MICRD)(MICRD)$1K-$15K45 days to discloseprice pending
●Filed Aug 16, 2024·traded Jul 2, 2024
↑bought
G
Garmin Ltd. Common Stock (GRMN)(GRMN)$50K-$100K45 days to disclose
Good buy·+$37.8K+50.4%
+13.6% vs S&P 500●Filed Feb 6, 2024·traded Feb 1, 2024
↑boughtAbbVie Inc. (ABBV)(ABBV)$500K-$1M
5 days to disclose
Good buy·+$209.1K+27.9%
+23.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑bought
A
Aon plc Class A Ordinary Shares (AON)(AON)$1K-$15K14 days to disclose
Good buy·+$306+3.8%
−32.0% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldApple Inc. (AAPL)(AAPL)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑bought
M
MSCI Inc. (MSCI)(MSCI)$1K-$15K14 days to disclose
Good buy·+$260+3.3%
−32.6% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldApple Inc. (AAPL)(AAPL)$15K-$50K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtMedtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
14 days to disclose
Bad buy·−$883-11.0%
−17.1% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldIntuit Inc. (INTU)(INTU)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldLam Research Corporation (LRCX)(LRCX)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldAlphabet Inc. - Class A (GOOGL)(GOOGL)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtWalmart Inc. (WMT)(WMT)$1K-$15K
14 days to disclose
Good buy·+$11.7K+145.7%
+130.3% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑bought
A
Aon plc Class A Ordinary Shares (AON)(AON)$1K-$15K14 days to disclose
Good buy·+$306+3.8%
−32.0% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldApple Inc. (AAPL)(AAPL)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtSysco Corporation (SYY)(SYY)$1K-$15K
14 days to disclose
Bad buy·−$232-2.9%
−18.3% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtSalesforce, Inc. (CRM)(CRM)$1K-$15K
14 days to disclose
Bad buy·−$2.3K-29.0%
−112.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtSysco Corporation (SYY)(SYY)$1K-$15K
14 days to disclose
Bad buy·−$232-2.9%
−18.3% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtProcter & Gamble Company (PG)(PG)$1K-$15K
14 days to disclose
Bad buy·−$688-8.6%
−24.0% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtMastercard Incorporated (MA)(MA)$1K-$15K
14 days to disclose
Good buy·+$752+9.4%
−26.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldLam Research Corporation (LRCX)(LRCX)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtProcter & Gamble Company (PG)(PG)$1K-$15K
14 days to disclose
Bad buy·−$688-8.6%
−24.0% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldQUALCOMM Incorporated (QCOM)(QCOM)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtTJX Companies, Inc. (TJX)(TJX)$1K-$15K
14 days to disclose
Good buy·+$4.9K+61.7%
+24.1% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldLam Research Corporation (LRCX)(LRCX)$15K-$50K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtProcter & Gamble Company (PG)(PG)$1K-$15K
14 days to disclose
Bad buy·−$688-8.6%
−24.0% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldQUALCOMM Incorporated (QCOM)(QCOM)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtSalesforce, Inc. (CRM)(CRM)$1K-$15K
14 days to disclose
Bad buy·−$2.3K-29.0%
−112.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑boughtStarbucks Corporation (SBUX)(SBUX)$1K-$15K
14 days to disclose
Good buy·+$395+4.9%
−32.6% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldStarbucks Corporation (SBUX)(SBUX)$15K-$50K
14 days to disclose
Flat·+0.0%
+37.5% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓sold
General Mills, Inc. (GIS)(GIS)$15K-$50K
14 days to disclose
Flat·+0.0%
+15.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldIntuit Inc. (INTU)(INTU)$1K-$15K
14 days to disclose
Flat·+0.0%
+83.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑bought
M
MSCI Inc. (MSCI)(MSCI)$15K-$50K14 days to disclose
Good buy·+$1.1K+3.3%
−32.6% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↑bought(COST)(COST)$1K-$15K
14 days to disclose
Good buy·+$3.7K+45.9%
+30.5% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldGeneral Mills, Inc. (GIS)(GIS)$1K-$15K
14 days to disclose
Flat·+0.0%
+15.4% vs S&P 500●Filed Feb 6, 2024·traded Jan 23, 2024
↓soldJohnson & Johnson (JNJ)(JNJ)$1K-$15K
14 days to disclose
Flat·+0.0%
+6.1% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Sep 4, 2024 | Aug 29, 2024 6 days to disclose | ↑bought | Pfizer, Inc. Common Stock (PFE) | Bad buy·−$2.5K-7.6% −2.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Sep 4, 2024 | Aug 9, 2024 26 days to disclose | ↓sold | Stock (SBUX) | Flat·+0.0% +37.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Chubb Limited Common Stock (CB) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | E EXPDWashington, Inc. (EXPD) | Good buy·+$2.3K+29.3% −14.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Johnson & Johnson Common Stock (JNJ) MV Capital - GST Exempt Trust #2 | Good buy·+$4.7K+58.4% +55.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | M MSCIMSCI Inc. Common Stock (MSCI) | Good buy·+$1.5K+18.5% −5.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | C CMEStock (CME) | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Nike, Inc. Common Stock (NKE) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Flat·+0.0% +28.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | (GOOG) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Chubb Limited Common Stock (CB) | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) | Flat·+0.0% +2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | TJX Companies, Inc. (TJX) | Good buy·+$3.2K+39.4% +11.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | P PKGCommon Stock (PKG) | Good buy·+$2K+25.4% +7.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Stock (MSFT) | Bad buy·−$1.5K-4.6% −66.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Johnson & Johnson Common Stock (JNJ) | Good buy·+$4.7K+58.4% +55.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Salesforce, Inc. Common Stock (CRM) MV Capital - GST Exempt Trust #2 | Bad buy·−$1.9K-23.3% −84.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Chubb Limited Common Stock (CB) | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | G GRMNGarmin Ltd. Common Stock (GRMN) MV Capital - GST Exempt Trust #2 | Good buy·+$4K+50.4% +13.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | A APDCommon Stock (APD) | Flat·+0.0% +18.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Home Depot, Inc. (HD) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Bad buy·−$625-7.8% −35.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | G GRMNGarmin Ltd. Common Stock (GRMN) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Good buy·+$4K+50.4% +13.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Common Stock (LMT) | Flat·+0.0% +73.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Common Stock (LRCX) | Good buy·+$17.2K+215.5% +153.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Walmart Inc. Common Stock (WMT) | Flat·+0.0% +9.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Stock (GOOGL) | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Stock (MA) | Good buy·+$636+8.0% −16.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Procter & Gamble Company (PG) | Bad buy·−$1.1K-14.1% −23.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Stock (MA) MV Capital - GST Exempt Trust #2 | Good buy·+$636+8.0% −16.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Stock (NVDA) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Stock (MSFT) MV Capital - GST Exempt Trust #2 | Bad buy·−$366-4.6% −66.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Stock (NVDA) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | M MSCIMSCI Inc. Common Stock (MSCI) MV Capital - GST Exempt Trust #2 | Good buy·+$1.5K+18.5% −5.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Nike, Inc. Common Stock (NKE) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +28.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Stock (NVDA) | Flat·+0.0% +61.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Common Stock (QCOM) | Good buy·+$1.5K+18.4% −43.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Sysco Corporation Common Stock (SYY) | Good buy·+$311+3.9% −5.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Visa Inc. (V) | Good buy·+$1.5K+18.2% −6.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Common Stock (COST) | Good buy·+$1.3K+16.7% +7.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Stock (GOOGL) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Salesforce, Inc. Common Stock (CRM) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Bad buy·−$1.9K-23.3% −84.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) | Bad buy·−$1.3K-16.4% −19.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) MV Capital - GST Exempt Trust #2 | Bad buy·−$1.3K-16.4% −19.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Centene Corporation Common Stock (CNC) | Bad buy·−$1.3K-16.4% −19.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Apple Inc. - Common Stock (AAPL) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Good buy·+$3.4K+43.0% −18.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Salesforce, Inc. Common Stock (CRM) | Bad buy·−$1.9K-23.3% −84.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | C CMEStock (CME) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Common Stock (LMT) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +73.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Shares (ACN) | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | AbbVie Inc. Common Stock (ABBV) | Good buy·+$2.3K+29.1% +26.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | A APDCommon Stock (APD) | Flat·+0.0% +18.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | (GOOG) | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Stock (MSFT) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Bad buy·−$366-4.6% −66.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Stock (GOOGL) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | A AONAon plc Class A Ordinary Shares (AON) | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Caterpillar, Inc. Common Stock (CAT) | Flat·+0.0% +43.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | A AONAon plc Class A Ordinary Shares (AON) | Flat·+0.0% +24.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Amgen Inc. - Common Stock (AMGN) | Good buy·+$432+5.4% +2.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Shares (ACN) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Apple Inc. - Common Stock (AAPL) | Good buy·+$3.4K+43.0% −18.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Apple Inc. - Common Stock (AAPL) MV Capital - GST Exempt Trust #2 | Good buy·+$3.4K+43.0% −18.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | A AONAon plc Class A Ordinary Shares (AON) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Centene Corporation Common Stock (CNC) MV Capital - GST Exempt Trust #2 | Bad buy·−$1.3K-16.4% −19.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↓sold | Home Depot, Inc. (HD) | Flat·+0.0% +28.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | Stock (MRK) | Bad buy·−$887-11.1% −13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | M MICRD(MICRD) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 16, 2024 | Jul 2, 2024 45 days to disclose | ↑bought | G GRMNGarmin Ltd. Common Stock (GRMN) | Good buy·+$37.8K+50.4% +13.6% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.1% of book |
| Feb 6, 2024 | Feb 1, 2024 5 days to disclose | ↑bought | AbbVie Inc. (ABBV) | Good buy·+$209.1K+27.9% +23.4% vs S&P 500 | $500K-$1M $500,001 41.0% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | A AONAon plc Class A Ordinary Shares (AON) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Good buy·+$306+3.8% −32.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Apple Inc. (AAPL) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | M MSCIMSCI Inc. (MSCI) | Good buy·+$260+3.3% −32.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Apple Inc. (AAPL) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +83.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Medtronic plc. Ordinary Shares (MDT) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Bad buy·−$883-11.0% −17.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Intuit Inc. (INTU) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Lam Research Corporation (LRCX) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Alphabet Inc. - Class A (GOOGL) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Walmart Inc. (WMT) | Good buy·+$11.7K+145.7% +130.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | A AONAon plc Class A Ordinary Shares (AON) MV Capital - GST Exempt Trust #2 | Good buy·+$306+3.8% −32.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Apple Inc. (AAPL) | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Sysco Corporation (SYY) | Bad buy·−$232-2.9% −18.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Salesforce, Inc. (CRM) MV Capital - GST Exempt Trust #2 | Bad buy·−$2.3K-29.0% −112.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Sysco Corporation (SYY) MV Capital - GST Exempt Trust #2 | Bad buy·−$232-2.9% −18.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Procter & Gamble Company (PG) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Bad buy·−$688-8.6% −24.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Mastercard Incorporated (MA) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Good buy·+$752+9.4% −26.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Lam Research Corporation (LRCX) | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Procter & Gamble Company (PG) | Bad buy·−$688-8.6% −24.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | QUALCOMM Incorporated (QCOM) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | TJX Companies, Inc. (TJX) MV Capital - GST Exempt Trust #2 | Good buy·+$4.9K+61.7% +24.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Lam Research Corporation (LRCX) | Flat·+0.0% +83.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Procter & Gamble Company (PG) MV Capital - GST Exempt Trust #2 | Bad buy·−$688-8.6% −24.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | QUALCOMM Incorporated (QCOM) | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Salesforce, Inc. (CRM) | Bad buy·−$2.3K-29.0% −112.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | Starbucks Corporation (SBUX) | Good buy·+$395+4.9% −32.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Starbucks Corporation (SBUX) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +37.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | General Mills, Inc. (GIS) MV Capital - GST Exempt Trust #2 | Flat·+0.0% +15.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Intuit Inc. (INTU) | Flat·+0.0% +83.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | M MSCIMSCI Inc. (MSCI) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Good buy·+$1.1K+3.3% −32.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↑bought | (COST) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Good buy·+$3.7K+45.9% +30.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | General Mills, Inc. (GIS) The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 | Flat·+0.0% +15.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 6, 2024 | Jan 23, 2024 14 days to disclose | ↓sold | Johnson & Johnson (JNJ) | Flat·+0.0% +6.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
Their record vs the S&P 500
99 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$308K
S&P 500 benchmark−$43.4K
Alpha+$351.5K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 0
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