Kathy Manning(age: 69)
273
Total Trades
134
Buys
139
Sells
$27M
Est. Net Worth (2023)
$200K - $1.9M
Disclosed Trades Value
2025-01-01
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 MSFT
|
Microsoft Corp | buy | 9 | 0 | $37K - $205K | Jul 2nd, 2024 |
 GRMN
|
Garmin Ltd | buy | 3 | 0 | $52K - $130K | Jul 2nd, 2024 |
 CRM
|
salesforce.com Inc | buy | 6 | 0 | $20K - $125K | Jul 2nd, 2024 |
 MSCI
|
MSCI Inc | buy | 5 | 0 | $19K - $110K | Jul 2nd, 2024 |
 MA
|
Mastercard Inc | buy | 5 | 0 | $19K - $110K | Jul 2nd, 2024 |
 COST
|
Costco Wholesale Corp | buy | 4 | 0 | $18K - $95K | Jul 2nd, 2024 |
 MRK
|
Merck & Co Inc | buy | 4 | 0 | $18K - $95K | Jul 2nd, 2024 |
 CFG
|
Citizens Financial Group Inc | buy | 5 | 3 | $0 - $92K | Jan 23rd, 2024 |
 MDT
|
Medtronic PLC | sell | 5 | 4 | $0 - $91K | Jul 2nd, 2024 |
 AAPL
|
Apple Inc | buy | 6 | 3 | $0 - $72K | Jul 2nd, 2024 |
 CNC
|
Centene Corp | buy | 4 | 0 | $4K - $60K | Jul 2nd, 2024 |
 PG
|
The Procter & Gamble Co | buy | 4 | 1 | $0 - $58K | Jul 2nd, 2024 |
 QCOM
|
QUALCOMM Inc | buy | 4 | 2 | $0 - $57K | Jul 2nd, 2024 |
 TJX
|
The TJX Companies Inc | buy | 4 | 3 | $0 - $56K | Jul 2nd, 2024 |
 SYY
|
Sysco Corporation | buy | 3 | 0 | $3K - $45K | Jul 2nd, 2024 |
 AMGN
|
Amgen Inc | buy | 3 | 0 | $3K - $45K | Jul 2nd, 2024 |
 HD
|
The Home Depot Inc | buy | 3 | 0 | $3K - $45K | Jul 2nd, 2024 |
 JNJ
|
Johnson & Johnson | buy | 3 | 0 | $3K - $45K | Jul 2nd, 2024 |
 PKG
|
Packaging Corp Of America | buy | 3 | 1 | $0 - $43K | Jul 2nd, 2024 |
 ABT
|
Abbott Laboratories | buy | 3 | 2 | $0 - $42K | Jul 2nd, 2024 |
 AON
|
Aon PLC | sell | 4 | 3 | $0 - $42K | Jul 2nd, 2024 |
 V
|
Visa Inc | buy | 2 | 1 | $0 - $28K | Jul 2nd, 2024 |
 WMT
|
Walmart Inc | sell | 2 | 2 | $0 - $27K | Jul 2nd, 2024 |
 ABBV
|
AbbVie Inc | buy | 2 | 3 | $0 - $26K | Jul 2nd, 2024 |
 NKE
|
Nike Inc | sell | 3 | 5 | $0 - $25K | Jul 2nd, 2024 |
 ACN
|
Accenture PLC | sell | 2 | 5 | $0 - $24K | Jul 2nd, 2024 |
 LMT
|
Lockheed Martin Corp | sell | 2 | 5 | $0 - $24K | Jul 2nd, 2024 |
 EXPD
|
Expeditors International of Washington Inc | buy | 1 | 0 | $1K - $15K | Jul 2nd, 2024 |
 CME
|
CME Group Inc | sell | 1 | 2 | $0 - $12K | Jul 2nd, 2024 |
 NVDA
|
NVIDIA Corporation | sell | 2 | 3 | $0 - $12K | Jul 2nd, 2024 |
 LRCX
|
Lam Research Corp | buy | 2 | 3 | $0 - $12K | Jul 2nd, 2024 |
 PYPL
|
PayPal Holdings Inc | sell | 2 | 3 | $0 - $12K | Dec 12th, 2023 |
 INTU
|
Intuit Inc | sell | 2 | 4 | $0 - $11K | Jul 2nd, 2024 |
 CB
|
Chubb Ltd | sell | 1 | 4 | $0 - $10K | Jul 2nd, 2024 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 1st, 2025 | Jan 28th, 2025 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $15K - $50K | Not Disclosed |
| Jan 1st, 2025 | Jan 28th, 2025 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $50K - $100K | Not Disclosed |
| Jan 1st, 2025 | Jan 28th, 2025 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $15K - $50K | Spouse |
| Dec 31st, 2024 | Jan 28th, 2025 | — | SEVEN BRIDGES EMERGING MARKETS FUND LP | sell | $500K - $1M | Not Disclosed |
| Dec 31st, 2024 | Jan 28th, 2025 | — | SEVEN BRIDGES EMERGING MARKETS FUND LP | sell | $100K - $250K | Spouse |
| Dec 31st, 2024 | Jan 28th, 2025 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | sell | $100K - $250K | Spouse |
| Dec 31st, 2024 | Jan 28th, 2025 | — | SEVEN BRIDGES STRATEGIC EQUITY FUND LP | sell | $1M - $5M | Not Disclosed |
| Dec 31st, 2024 | Jan 28th, 2025 | — | SEVEN BRIDGES STRATEGIC EQUITY FUND LP | sell | $250K - $500K | Spouse |
| Oct 28th, 2024 | Nov 6th, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $100K - $250K | Not Disclosed |
| Oct 25th, 2024 | Nov 6th, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $15K - $50K | Spouse |
| Oct 25th, 2024 | Nov 6th, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | buy | $15K - $50K | Spouse |
| Sep 3rd, 2024 | Oct 7th, 2024 | — | SILVER POINTSILVER POINT DISTRESSED OPPORTUNITY INSTITUTIONAL PARTNERS II LP | buy | $15K - $50K | Not Disclosed |
| Aug 29th, 2024 | Sep 5th, 2024 | — | SB DPC FUND LP | buy | $15K - $50K | Not Disclosed |
| Aug 9th, 2024 | Sep 5th, 2024 |
 PFE
|
Pfizer Inc | sell | $1K - $15K | Spouse |
| Aug 9th, 2024 | Sep 5th, 2024 |
 SBUX
|
Starbucks Corp | sell | $1K - $15K | Spouse |
| Aug 8th, 2024 | Sep 5th, 2024 | — | SEVEN BRIDGES ENERGY OPPORTUNITIES FUND III LP | buy | $50K - $100K | Not Disclosed |
| Aug 8th, 2024 | Sep 5th, 2024 | — | SEVEN BRIDGES PRIVATE EQUITY OPPORTUNITIES FUND II LP | buy | $15K - $50K | Not Disclosed |
| Aug 1st, 2024 | Aug 19th, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | buy | $100K - $250K | Spouse |
| Jul 30th, 2024 | Aug 19th, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $500K - $1M | Not Disclosed |
| Jul 26th, 2024 | Aug 19th, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $100K - $250K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MSFT
|
Microsoft Corp | buy | $15K - $50K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MSCI
|
MSCI Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MSCI
|
MSCI Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
NKE
|
Nike Inc | sell | $15K - $50K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
NKE
|
Nike Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
NKE
|
Nike Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
NVDA
|
NVIDIA Corporation | sell | $15K - $50K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
PKG
|
Packaging Corp Of America | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
QCOM
|
QUALCOMM Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
SYY
|
Sysco Corporation | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
V
|
Visa Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
V
|
Visa Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
ACN
|
Accenture PLC | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
ACN
|
Accenture PLC | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
 APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Not Disclosed |
| Jul 2nd, 2024 | Aug 19th, 2024 |
 GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AON
|
Aon PLC | sell | $15K - $50K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AON
|
Aon PLC | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AON
|
Aon PLC | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AAPL
|
Apple Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AAPL
|
Apple Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
AAPL
|
Apple Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
 CAT
|
Caterpillar Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CNC
|
Centene Corp | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CNC
|
Centene Corp | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CB
|
Chubb Ltd | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CB
|
Chubb Ltd | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CB
|
Chubb Ltd | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CME
|
CME Group Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
CME
|
CME Group Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
EXPD
|
Expeditors International of Washington Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GRMN
|
Garmin Ltd | buy | $50K - $100K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GRMN
|
Garmin Ltd | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
GRMN
|
Garmin Ltd | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
INTU
|
Intuit Inc | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
LRCX
|
Lam Research Corp | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
LMT
|
Lockheed Martin Corp | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
LMT
|
Lockheed Martin Corp | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MA
|
Mastercard Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MA
|
Mastercard Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MDT
|
Medtronic PLC | sell | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 | — | MICRON SOLUTIONS INC | buy | $1K - $15K | Spouse |
| Jul 2nd, 2024 | Aug 19th, 2024 |
WMT
|
Walmart Inc | sell | $1K - $15K | Spouse |
| Jun 13th, 2024 | Jul 8th, 2024 |
 WU
|
Western Union Co | sell | $1K - $15K | Spouse |
| May 3rd, 2024 | May 23rd, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $500K - $1M | Spouse |
| Apr 30th, 2024 | May 6th, 2024 | — | PAYJOY ASSET FUND LLC | buy | $100K - $250K | Spouse |
| Apr 22nd, 2024 | May 23rd, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $100K - $250K | Spouse |
| Apr 22nd, 2024 | May 23rd, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | buy | $100K - $250K | Spouse |
| Feb 21st, 2024 | Mar 5th, 2024 | — | SB DPC FUND LP | buy | $100K - $250K | Spouse |
| Feb 1st, 2024 | Feb 7th, 2024 | — | ABDIEL QUALIFIED ONSHORE PARTNERS LP | buy | $500K - $1M | Spouse |
| Feb 1st, 2024 | Feb 7th, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | buy | $250K - $500K | Spouse |
| Jan 29th, 2024 | Feb 7th, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $250K - $500K | Spouse |
| Jan 29th, 2024 | Feb 7th, 2024 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $1M - $5M | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
 GIS
|
General Mills Inc | sell | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
INTU
|
Intuit Inc | sell | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
INTU
|
Intuit Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
INTU
|
Intuit Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
 JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
LRCX
|
Lam Research Corp | sell | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MA
|
Mastercard Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MA
|
Mastercard Inc | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
ACN
|
Accenture PLC | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
ACN
|
Accenture PLC | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
ACN
|
Accenture PLC | sell | $1K - $15K | Not Disclosed |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AON
|
Aon PLC | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AON
|
Aon PLC | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AON
|
Aon PLC | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AAPL
|
Apple Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AAPL
|
Apple Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
AAPL
|
Apple Inc | sell | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CAT
|
Caterpillar Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CAT
|
Caterpillar Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CAT
|
Caterpillar Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CB
|
Chubb Ltd | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CFG
|
Citizens Financial Group Inc | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CFG
|
Citizens Financial Group Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CFG
|
Citizens Financial Group Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CME
|
CME Group Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
COST
|
Costco Wholesale Corp | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GIS
|
General Mills Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
GIS
|
General Mills Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
SBUX
|
Starbucks Corp | sell | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
SYY
|
Sysco Corporation | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
SYY
|
Sysco Corporation | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
V
|
Visa Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
WMT
|
Walmart Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
WMT
|
Walmart Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MA
|
Mastercard Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MDT
|
Medtronic PLC | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MRK
|
Merck & Co Inc | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
 MU
|
Micron Technology Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MSCI
|
MSCI Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MSCI
|
MSCI Inc | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
MSCI
|
MSCI Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
NKE
|
Nike Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
NKE
|
Nike Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
NKE
|
Nike Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
PKG
|
Packaging Corp Of America | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
QCOM
|
QUALCOMM Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
QCOM
|
QUALCOMM Inc | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CRM
|
salesforce.com Inc | buy | $15K - $50K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Spouse |
| Jan 23rd, 2024 | Feb 7th, 2024 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Spouse |
| Jan 16th, 2024 | Feb 7th, 2024 | — | ECHO STREET GOODCO SELECT LP | sell | $15K - $50K | Spouse |
| Jan 8th, 2024 | Feb 7th, 2024 | — | SB VENTURE SELECT FUND LP | buy | $100K - $250K | Spouse |
| Jan 8th, 2024 | Feb 7th, 2024 | — | SEVEN BRIDGES ENERGY OPPORTUNITIES FUND III LP | buy | $15K - $50K | Spouse |
| Jan 8th, 2024 | Feb 7th, 2024 | — | SEVEN BRIDGES PRIVATE EQUITY OPPORTUNITIES FUND II LP | buy | $15K - $50K | Spouse |
| Jan 5th, 2024 | Feb 7th, 2024 | — | ECHO STREET GOODCO SELECT LP | sell | $500K - $1M | Spouse |
| Jan 1st, 2024 | Jan 15th, 2024 | — | J GOLDMAN LP | buy | $100K - $250K | Not Disclosed |
| Jan 1st, 2024 | Jan 15th, 2024 | — | J GOLDMAN LP | buy | $500K - $1M | Not Disclosed |
| Dec 31st, 2023 | Jan 15th, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | sell | $1M - $5M | Spouse |
| Dec 31st, 2023 | Jan 15th, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | sell | $100K - $250K | Spouse |
| Dec 31st, 2023 | Jan 15th, 2024 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | sell | $500K - $1M | Not Disclosed |
| Dec 12th, 2023 | Jan 15th, 2024 |
CFG
|
Citizens Financial Group Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
CFG
|
Citizens Financial Group Inc | sell | $15K - $50K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
CFG
|
Citizens Financial Group Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
 EL
|
The Estee Lauder Cos Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
EL
|
The Estee Lauder Cos Inc | sell | $15K - $50K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
EL
|
The Estee Lauder Cos Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
MDT
|
Medtronic PLC | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
MDT
|
Medtronic PLC | sell | $15K - $50K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
MDT
|
Medtronic PLC | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
PYPL
|
PayPal Holdings Inc | sell | $15K - $50K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
PFE
|
Pfizer Inc | sell | $15K - $50K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
 DIS
|
The Walt Disney Co | sell | $15K - $50K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
DIS
|
The Walt Disney Co | sell | $1K - $15K | Spouse |
| Dec 12th, 2023 | Jan 15th, 2024 |
DIS
|
The Walt Disney Co | sell | $1K - $15K | Spouse |
| Nov 1st, 2023 | Dec 7th, 2023 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $250K - $500K | Spouse |
| Nov 1st, 2023 | Dec 7th, 2023 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $500K - $1M | Not Disclosed |
| Nov 1st, 2023 | Dec 7th, 2023 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | buy | $100K - $250K | Spouse |
| Nov 1st, 2023 | Dec 7th, 2023 | — | SEVEN BRIDGES LONG SHORT EQUITY FUND LTD | sell | $100K - $250K | Spouse |
| Aug 31st, 2023 | Sep 11th, 2023 | — | SEVEN BRIDGES MULTI STRATEGY FUND LP | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
ACN
|
Accenture PLC | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
AON
|
Aon PLC | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
AAPL
|
Apple Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
AAPL
|
Apple Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
AAPL
|
Apple Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
CAT
|
Caterpillar Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
CNC
|
Centene Corp | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
CNC
|
Centene Corp | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
CB
|
Chubb Ltd | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
CFG
|
Citizens Financial Group Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
CFG
|
Citizens Financial Group Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
EL
|
The Estee Lauder Cos Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
EL
|
The Estee Lauder Cos Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
INTU
|
Intuit Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
INTU
|
Intuit Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
LRCX
|
Lam Research Corp | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
ACN
|
Accenture PLC | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
WMT
|
Walmart Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
DIS
|
The Walt Disney Co | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
LMT
|
Lockheed Martin Corp | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
LMT
|
Lockheed Martin Corp | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
LMT
|
Lockheed Martin Corp | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
MSFT
|
Microsoft Corp | buy | $15K - $50K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
NKE
|
Nike Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
NKE
|
Nike Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
PKG
|
Packaging Corp Of America | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
PKG
|
Packaging Corp Of America | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
PYPL
|
PayPal Holdings Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
PYPL
|
PayPal Holdings Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
PFE
|
Pfizer Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
PG
|
The Procter & Gamble Co | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
QCOM
|
QUALCOMM Inc | buy | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
QCOM
|
QUALCOMM Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
QCOM
|
QUALCOMM Inc | buy | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
TJX
|
The TJX Companies Inc | sell | $1K - $15K | Not Disclosed |
| Apr 28th, 2023 | May 22nd, 2023 |
TJX
|
The TJX Companies Inc | sell | $1K - $15K | Spouse |
| Apr 28th, 2023 | May 22nd, 2023 |
TJX
|
The TJX Companies Inc | sell | $1K - $15K | Spouse |
| Mar 31st, 2023 | Apr 12th, 2023 |
 ECL
|
Ecolab Inc | sell | $15K - $50K | Spouse |