Kathy E. Manning
Mirror Kathy's portfolio
Your slice adopts the positions below in Kathy's proportions and follows every new filing — $9.99/mo, unlimited portfolios.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Kathy has been doing
Files a new report about every 49 days. Busiest month: January 2024, 93 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.
What Kathy holds
24 positions · net of disclosed trades since Jun 10, 2022| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| SB SB DPC Fund LP | SB DPC Fund LP | $383K | 32.4% | — | |
| MSFT Microsoft Corporation | Microsoft Corporation | $121K | 10.2% | — | |
| GRMN Garmin Ltd. Common Stock | Garmin Ltd. Common Stock | $91K | 7.7% | — | |
| CRM Salesforce, Inc. | Salesforce, Inc. | $73K | 6.1% | — | |
| MSCI MSCI Inc. | MSCI Inc. | $65K | 5.5% | — | |
| MA Mastercard Incorporated | Mastercard Incorporated | $65K | 5.5% | — | |
| COST Costco Wholesale Corporation | Costco Wholesale Corporation | $57K | 4.8% | — | |
| MRK Merck & Company, Inc. Common Stock | Merck & Company, Inc. Common Stock | $57K | 4.8% | — | |
| BX Blackstone Inc. | Blackstone Inc. | $33K | 2.8% | — | |
| CNC Centene Corporation | Centene Corporation | $32K | 2.7% | — |
Position sizes are netted from Kathy's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Kathy sold
26 stocks sold out of- SBUXStarbucks Corporation$81K7 sales · Aug 9, 2024
- GOOGLAlphabet Inc. - Class A$72K9 sales · Jul 2, 2024
- NKENike, Inc.$65K5 sales · Jul 2, 2024
- ELEstee Lauder Companies, Inc.$65K5 sales · Dec 12, 2023
- PFEPfizer, Inc.$57K4 sales · Aug 9, 2024
- INTUIntuit Inc.$57K4 sales · Jul 2, 2024
- DISWalt Disney Company$57K4 sales · Dec 12, 2023
- AONAon plc Class A Ordinary Shares$49K3 sales · Jul 2, 2024
- and 18 more in the record below
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Kathy started filing, or was sold on taking office.
Beyond stocks
$16.0M disclosed without a ticker- Funds without a ticker38 trades+$2.4M−$10.4M
- Private funds and companies8 trades+$1.7M−$1.6M
Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the estimated stock portfolio above. Green is bought, red is sold, both from the disclosed ranges.
The full record
280 disclosed trades since Jun 10, 2022 · nothing left out- Echo Street GoodCo Select, LPspouseprivate funds and companiesSell$15K–$50K$15K–$50K·
- Echo Street GoodCo Select, LPspouseprivate funds and companiesSell$500K–$1M$500K–$1M·
- Seven Bridges Long/Short Equity Fund Seriesfunds without a tickerpartial saleSell$50K–$100K$50K–$100K·
- Seven Bridges Long/Short Equity Fund Ltd.spousefunds without a tickerpartial saleSell$15K–$50K$15K–$50K·
- Seven Bridges Long/Short Equity Fund Seriesspousefunds without a tickerpartial saleSell$15K–$50K$15K–$50K·
- Seven Bridges Multi-Strategy Fund Ltd.spousefunds without a tickerpartial saleSell$100K–$250K$100K–$250K·
- Seven Bridges Emerging Markets Fund Seriesspousefunds without a tickerSell$100K–$250K$100K–$250K·
- Seven Bridges Emerging Markets Fund Seriesfunds without a tickerSell$500K–$1M$500K–$1M·
- Seven Bridges Strategic Equity Fund Seriesspousefunds without a tickerSell$250K–$500K$250K–$500K·
- Seven Bridges Strategic Equity Fund Seriesfunds without a tickerSell$1.0M–$5M$1.0M–$5M·
- Seven Bridges Long/Short Equity Fund Seriesfunds without a tickerpartial saleSell$100K–$250K$100K–$250K·
- Seven Bridges Multi-Strategy Fund Ltd.spousefunds without a tickerBuy$15K–$50K$15K–$50K·
- Seven Bridges Long/Short Equity Fund Ltd.spousefunds without a tickerpartial saleSell$15K–$50K$15K–$50K·
- Silver Point Distressed Opportunity Institutional Partners II, L.P.private funds and companiesBuy$15K–$50K$15K–$50K·
- SBSB DPC Fund LPBuy$15K–$50K+92.0%$15K–$50K+92.0%
- SBUXStarbucks Corporation - Common StockspouseSell$1K–$15K+3.8%$1K–$15K+3.8%
- PFEPfizer, Inc. Common StockspouseSell$1K–$15K−2.6%$1K–$15K−2.6%
- LLC Seven Bridges Private Equity Opportunities Fund III LPfunds without a tickerBuy$15K–$50K$15K–$50K·
- LLC Seven Bridges Energy Opportunities Fund III LPfunds without a tickerBuy$50K–$100K$50K–$100K·
- Seven Bridges Multi-Strategy Fund Ltd.spousefunds without a tickerBuy$100K–$250K$100K–$250K·
- Seven Bridges Long/Short Equity Fund Seriesfunds without a tickerpartial saleSell$500K–$1M$500K–$1M·
- Seven Bridges Long/Short Equity Fund Ltd.spousefunds without a tickerpartial saleSell$100K–$250K$100K–$250K·
- WMTWalmart Inc. Common Stockspousepartial saleSell$1K–$15K+45.3%$1K–$15K+45.3%
- PGProcter & Gamble CompanyspouseBuy$1K–$15K−12.8%$1K–$15K−12.8%
- QCOMQUALCOMM Incorporated - Common StockspouseBuy$1K–$15K+3.2%$1K–$15K+3.2%
- CRMSalesforce, Inc. Common StockspouseBuy$1K–$15K−9.5%$1K–$15K−9.5%
- CRMSalesforce, Inc. Common StockspouseBuy$1K–$15K−9.5%$1K–$15K−9.5%
- CRMSalesforce, Inc. Common StockspouseBuy$1K–$15K−9.5%$1K–$15K−9.5%
- SYYSysco Corporation Common StockspouseBuy$1K–$15K+3.2%$1K–$15K+3.2%
- TJXTJX Companies, Inc.spouseBuy$1K–$15K+14.2%$1K–$15K+14.2%
- VVisa Inc.spouseBuy$1K–$15K+37.7%$1K–$15K+37.7%
- VVisa Inc.spouseBuy$1K–$15K+37.7%$1K–$15K+37.7%
- MSCIMSCI Inc. Common StockspouseBuy$1K–$15K−1.6%$1K–$15K−1.6%
- MSCIMSCI Inc. Common StockspouseBuy$1K–$15K−1.6%$1K–$15K−1.6%
- ABTAbbott Laboratories Common StockspouseBuy$1K–$15K−7.6%$1K–$15K−7.6%
- ABTAbbott Laboratories Common StockspouseBuy$1K–$15K−7.6%$1K–$15K−7.6%
- ABBVAbbVie Inc. Common StockspouseBuy$1K–$15K+36.1%$1K–$15K+36.1%
- ACNAccenture plc Class A Ordinary Sharesspousepartial saleSell$1K–$15K−44.5%$1K–$15K−44.5%
- ACNAccenture plc Class A Ordinary Sharesspousepartial saleSell$1K–$15K−44.5%$1K–$15K−44.5%
- APDAir Products and Chemicals, Inc. Common Stockspousepartial saleSell$1K–$15K+3.0%$1K–$15K+3.0%
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Kathy E. Manning.