Kathy Manning net worth
DemocratFormer member
House of Representatives · North Carolina · 599 trades
- 599
- Trades
- Latest filing
- NVDA
- Most traded
Updated August 22, 2025 · Source: Clerk of the House
Short answer: Based on the termination report for 2025, we estimate Kathy Manning (Former Member of Congress from North Carolina)'s net worth at $62.4 million (at least): reported assets minus liabilities. Most of it is in business interests, etf and stocks.
- $62.4 million
- Estimated net worth
Net worth at the start in Congress and now
- Joined Congress: 2021
- $62.6 million
- First annual report, 2021
- −0% since 2021
- $62.4 million
- Latest termination report, 2025
Kathy Manning's estimated net worth per year
Estimated net worthRange according to the same filing
Show figures per year
| Year | Estimated net worth |
|---|---|
| 2021 | $62.6 million |
| 2022 | $47.3 million |
| 2023 | $59.0 million |
| 2025 | $62.4 million |
Net worth
$62.4 millionestimated net worth (at least)
Whose name the assets are in
36%in own name
64%spouse, joint or child
Insider trading: what the data shows
549 of 599reported within 45 days
Reported assets
| Name | Type | Amount | Owner |
|---|---|---|---|
| Ellirock Holdings LLC | Business interest | up to $50K | Spouse |
| Guerilla RF, Inc. | Private stock | up to $15K | Spouse |
| Northern Trust Company | Other | Undisclosed | Spouse |
| Pinnacle Bank Accounts | Bank accounts | up to $1M | Joint |
| Reservoir Capital Partners, LP | Business interest | up to $500K | Spouse |
| Stonefield Cellars Winery | Business interest | up to $15K | Spouse |
| Truist Accounts | Bank accounts | up to $15K | Spouse |
| Wonder Media Network, LLC | Private stock | up to $1M | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Pinnacle Bank Account | Bank accounts | up to $50K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P. | Other | up to $250K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC | Other | up to $250K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP | Other | up to $250K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Schwab Treasury Obligation Money Market Fund | Bank accounts | up to $250K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series | Other | None | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP | Other | up to $50K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | Other | up to $1M | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | Other | up to $5M | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Private Equity Opportunities Fund III LP | Other | up to $15K | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series | Other | None | Spouse |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Silver Point Distressed Opportunity Institutional Partners II, LP | Other | up to $15K | Spouse |
| Bahamian Adventures Properties LLC ⇒ Investment in Residential Property | Real estate | over $1M | Spouse |
| Capsule Group ⇒ Pinnacle Bank | Bank accounts | up to $15K | Spouse |
| DVS Limited Partnership ⇒ Investment in Residential Properties | Real estate | up to $50K | Spouse |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund 2006 L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund 2007 L.P. | Other | up to $50K | Spouse |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund III L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund IV L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund V L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund II L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund III L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund IV L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Real Estate Acquisition Fund L.P. | Other | None | Spouse |
| Ehrenkranz Partners, LP ⇒ Venture Fund L.P. | Other | None | Spouse |
| Elm Street Hotel II ⇒ Elm Street Hotel, LLC | Real estate | over $1M | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Pinnacle Bank Account | Bank accounts | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners I, LLC (Fund 2) | Other | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners LTH I, LLC (Fund 2 LTH) | Other | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ Bank of America Corporation (BAC) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX) | Mutual fund | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $500K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) | ETF | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | ETF | up to $1M | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | up to $500K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | up to $500K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 2000 Growth ETF (IWO) | ETF | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 2000 Value ETF (IWN) | ETF | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell Mid-cap Value ETF (IWS) | ETF | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell Midcap Growth ETF (IWP) | ETF | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | up to $1M | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) | ETF | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) | ETF | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Abbott Laboratories (ABT) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ AbbVie Inc. (ABBV) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Accenture plc (Class A) Ordinary Shares (ACN) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (Class A) (GOOGL) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Amgen Inc. (AMGN) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Aon plc (Class A) Ordinary Shares (AON) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Apple Inc. (AAPL) | Stocks | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Caterpillar, Inc. (CAT) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Centene Corporation (CNC) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Chubb Limited (CB) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ CME Group Inc. (Class A) (CME) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Costco Wholesale Corporation (COST) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Garmin Ltd. (GRMN) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ General Mills, Inc. (GIS) | Stocks | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Home Depot, Inc. (HD) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Intuit Inc. (INTU) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Johnson & Johnson (JNJ) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Lam Research Corporation (LRCX) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Lockheed Martin Corporation (LMT) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Mastercard Incorporated (MA) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Merck & Company, Inc. (MRK) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Micron Technology, Inc. (MU) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $250K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ MSCI Inc. (MSCI) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Nike, Inc. (NKE) | Stocks | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $500K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Packaging Corporation of America (PKG) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Procter & Gamble Company (PG) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ QUALCOMM Incorporated (QCOM) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Salesforce, Inc. (CRM) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Starbucks Corporation (SBUX) | Stocks | None | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Sysco Corporation (SYY) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ TJX Companies, Inc. (TJX) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Visa Inc. (V) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Walmart Inc. (WMT) | Stocks | up to $100K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Amgen Inc. (AMGN) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Apple Inc. (AAPL) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Bank of America Corporation (BAC) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Best Buy Co., Inc. (BBY) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Bristol-Myers Squibb Company (BMY) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cardinal Health, Inc. (CAH) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cisco Systems, Inc. (CSCO) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Eli Lilly and Company (LLY) | Stocks | up to $50K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ General Mills, Inc. (GIS) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Johnson & Johnson (JNJ) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kimberly-Clark Corporation (KMB) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Mastercard Incorporated (MA) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Morgan Stanley (MS) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Pfizer, Inc. (PFE) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Procter & Gamble Company (PG) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ QUALCOMM Incorporated (QCOM) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Starbucks Corporation (SBUX) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Sysco Corporation (SYY) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Target Corporation (TGT) | Stocks | up to $15K | Spouse |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Visa Inc. (V) | Stocks | up to $15K | Spouse |
| Manning Family LP ⇒ Investment Property | Real estate | up to $50K | Self |
| MV Capital - GST Exempt Trust #1 ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX) | Mutual fund | up to $250K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ Ecolab Inc. (ECL) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $500K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | None | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | ETF | up to $250K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | up to $250K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | up to $250K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell 2000 ETF (IWM) | ETF | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell Mid-Cap ETF (IWR) | ETF | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | up to $500K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | up to $500K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) | ETF | up to $100K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | up to $100K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | up to $250K | Spouse |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Utilities (XLU) | ETF | up to $100K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Abbott Laboratories (ABT) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ AbbVie Inc. (ABBV) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Accenture plc (Class A) Ordinary Shares (ACN) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Alphabet Inc. (Class A) (GOOGL) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Amgen Inc. (AMGN) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Aon plc (Class A) Ordinary Shares (AON) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Apple Inc. (AAPL) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Caterpillar, Inc. (CAT) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Centene Corporation (CNC) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Chubb Limited (CB) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Citizens Financial Group, Inc. (CFG) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ CME Group Inc. (Class A) (CME) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Costco Wholesale Corporation (COST) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Expeditors International of Washington, Inc. (EXPD) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Garmin Ltd. (GRMN) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ General Mills, Inc. (GIS) | Stocks | None | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Home Depot, Inc. (HD) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Intuit Inc. (INTU) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Johnson & Johnson (JNJ) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Lam Research Corporation (LRCX) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Lockheed Martin Corporation (LMT) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Mastercard Incorporated (MA) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Merck & Company, Inc. (MRK) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Micron Technology, Inc. (MU) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ MSCI Inc. (MSCI) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Nike, Inc. (NKE) | Stocks | None | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $100K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Packaging Corporation of America (PKG) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Procter & Gamble Company (PG) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ QUALCOMM Incorporated (QCOM) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Salesforce, Inc. (CRM) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Starbucks Corporation (SBUX) | Stocks | None | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Sysco Corporation (SYY) | Stocks | up to $15K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ TJX Companies, Inc. (TJX) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Visa Inc. (V) | Stocks | up to $50K | Spouse |
| MV Capital - GST Exempt Trust #2 ⇒ Walmart Inc. (WMT) | Stocks | up to $50K | Spouse |
| MV Capital - KEM Roth IRA #1 ⇒ Fidelity Blue Chip Growth Fund (FBGRX) | Mutual fund | up to $250K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $15K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $250K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core S&P Mid-Cap ETF (IJH) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core S&P Small-Cap ETF (IJR) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | up to $15K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | up to $500K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | up to $250K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | up to $250K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | up to $50K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | up to $100K | Self |
| MV Capital - KEM Roth IRA #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | up to $250K | Self |
| MV Capital - RRK Roth IRA #1 ⇒ Blue Ridge Bankshares, Inc. (BRBS) | Stocks | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ Fidelity Blue Chip Growth Fund (FBGRX) | Mutual fund | up to $250K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $500K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | up to $500K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | up to $500K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | up to $250K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P Mid-Cap 400 Growth ETF (IJK) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P Mid-Cap 400 Value ETF (IJJ) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P SmaLLCap 600 Growth ETF (IJT) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P SmaLLCap 600 Value ETF (IJS) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | up to $100K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | up to $100K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | up to $250K | Spouse |
| MV Capital - RRK Roth IRA #1 ⇒ Upper90 Fund II LP | Other | up to $250K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Ameriprise Financial, Inc. (AMP) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Amgen Inc. (AMGN) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Apple Inc. (AAPL) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Best Buy Co., Inc. (BBY) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Caterpillar, Inc. (CAT) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Eli Lilly and Company (LLY) | Stocks | up to $50K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Lam Research Corporation (LRCX) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ MetLife, Inc. (MET) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ NXP Semiconductors N.V. (NXPI) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ QUALCOMM Incorporated (QCOM) | Stocks | up to $15K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Starbucks Corporation (SBUX) | Stocks | None | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Union Pacific Corporation (UNP) | Stocks | up to $1K | Spouse |
| MV Capital - RRK Roth IRA #3 ⇒ Voya Financial, Inc. (VOYA) | Stocks | up to $15K | Spouse |
| OurCrowd ⇒ Consumer Physics | Business interest | up to $15K | Spouse |
| Piedmont Angel Networks ⇒ OptiVia Medical, LLC | Business interest | up to $15K | Spouse |
| Piedmont Angel Networks ⇒ Piedmont Pharmaceuticals | Business interest | up to $50K | Spouse |
| Piedmont Angel Networks ⇒ Sensory Analytics | Business interest | up to $15K | Spouse |
| Piedmont Angel Networks II ⇒ Protochips | Business interest | up to $100K | Spouse |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P. | Other | up to $1M | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC | Other | up to $50K | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP | Other | up to $50K | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Schwab Treasury Obligation Money Market Fund | Bank accounts | up to $5M | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series | Business interest | None | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP | Other | up to $250K | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | Business interest | up to $1M | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | Business interest | up to $25M | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Private Equity Opportunities Fund III LP | Other | up to $100K | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series | Other | None | Self |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Silver Point Distressed Opportunity Institutional Partners II, LP | Other | up to $100K | Self |
| Regent Holdings, LLC ⇒ Investment in Commercial Property | Real estate | up to $1M | Spouse |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ SBLS SPV LLC | Other | up to $50K | Spouse |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Long/Short Equity Fund Ltd. | Other | up to $250K | Spouse |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Multi-Strategy Fund Ltd. | Business interest | up to $5M | Spouse |
| Tarco Realty, LLC ⇒ Elm Street Center, LLC | Real estate | up to $500K | Spouse |
| The 2011 Kathy E Manning Living Trust ⇒ Pinnacle Bank Account | Bank accounts | up to $250K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $15K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | up to $15K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | None | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | None | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | up to $15K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | up to $100K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | up to $50K | Self |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | up to $50K | Self |
| The 2011 Randall R. Kaplan Living Trust ⇒ Abdiel Qualified Onshore Partners, LP | Other | up to $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ Pinnacle Bank Account | Bank accounts | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ RA Capital Healthcare Fund, L.P. | Other | up to $5M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ Rock Springs Capital Fund LP | Other | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ SBLS SPV LLC | Other | up to $250K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ Whale Rock Long Opportunities Fund, LP | Other | up to $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ 3i SPV II LLC ⇒ Next Century Spirits, LLC | Business interest | up to $250K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ Charles Schwab - Brokerage ⇒ First Trust WCM Focused Global Growth Fund - Institutional (WCMGX) | Mutual fund | up to $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ Charles Schwab - Brokerage ⇒ O'Shaughnessy Market Leaders Value Fund - Class I (OFVIX) | Mutual fund | up to $500K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF (VFVA) | ETF | up to $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ AvidXchange Holdings, Inc. (AVDX) | Stocks | up to $250K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Money Market Fund (SPRXX) | Mutual fund | over $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $250K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) | ETF | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | up to $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | up to $1M | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | up to $500K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | up to $100K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell Midcap Growth ETF (IWP) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | up to $500K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | up to $250K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Abbott Laboratories (ABT) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ AbbVie Inc. (ABBV) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Accenture plc (Class A) Ordinary Shares (ACN) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (Class A) (GOOGL) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Amgen Inc. (AMGN) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Aon plc (Class A) Ordinary Shares (AON) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Apple Inc. (AAPL) | Stocks | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Caterpillar, Inc. (CAT) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Centene Corporation (CNC) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Chubb Limited (CB) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ CME Group Inc. (Class A) (CME) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Costco Wholesale Corporation (COST) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) | Mutual fund | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Garmin Ltd. (GRMN) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ General Mills, Inc. (GIS) | Stocks | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Home Depot, Inc. (HD) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Intuit Inc. (INTU) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Johnson & Johnson (JNJ) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Lam Research Corporation (LRCX) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Lockheed Martin Corporation (LMT) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Mastercard Incorporated (MA) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Merck & Company, Inc. (MRK) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Micron Technology, Inc. (MU) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Microsoft Corporation (MSFT) | Stocks | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ MSCI Inc. (MSCI) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Nike, Inc. (NKE) | Stocks | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $50K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Packaging Corporation of America (PKG) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Procter & Gamble Company (PG) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ QUALCOMM Incorporated (QCOM) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Salesforce, Inc. (CRM) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Starbucks Corporation (SBUX) | Stocks | None | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Sysco Corporation (SYY) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ TJX Companies, Inc. (TJX) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Visa Inc. (V) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Walmart Inc. (WMT) | Stocks | up to $15K | Spouse |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #4 ⇒ Fidelity Money Market Fund (SPRXX) | Mutual fund | up to $100K | Spouse |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ SB Venture Select Fund LP | Other | up to $250K | Spouse |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Energy Opportunities Fund III LP | Other | up to $100K | Spouse |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Equity Opportunities Fund II, LP | Other | up to $500K | Spouse |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Equity Opportunities Fund III LP | Other | up to $50K | Spouse |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Triad Business Bank (TBBC) | Other | up to $50K | Spouse |
| TIC Fincastle Building ⇒ Investment in Commercial Building | Real estate | up to $100K | Spouse |
| Wells Fargo Brokerage ⇒ Ecolab Inc. (ECL) | Stocks | up to $250K | Spouse |
| WLC, LLC (Learning Together) ⇒ Notes Receivable | Other | None | Spouse |
Reported liabilities
| Creditor | Type of debt | Amount | Owner |
|---|---|---|---|
| Pinnacle | Personal Loan | up to $100K | Spouse |
What members say
From 16,781 filings to 221
16,781congressional trades reported in the past 1.5 years
Experienced traders on our team check every trade
221shared with members since March 2025
Less than 1.5% of filings make the cut.
We check every filing. You get the trades worth acting on.
In the app you only see the trades our team selects after checking them, explained in plain language.
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Frequently asked questions
Questions about Kathy Manning
How much is Kathy Manning worth?
Based on the termination report for 2025, we estimate Kathy Manning (Former Member of Congress from North Carolina)'s net worth at $62.4 million: the midpoints of the reported assets minus those of the liabilities. Because the filing gives only ranges, it lies between $31.6 million and $93.2 million.
How much was Kathy Manning worth before Congress?
Our data has no annual report from before Congress; the first one covers 2021, the first year in Congress, and gives $62.6 million. According to the termination report for 2025, it is $62.4 million, a decrease of 0%.
How do you calculate Kathy Manning's net worth?
We take the midpoints of all assets minus the midpoints of all liabilities from the termination report for 2025, with the amounts as reported: assets of $62.5 million and liabilities of $75,001. A personal residence that produces no income is not reported.
Does Kathy Manning's net worth point to insider trading?
A reported trade is not proof of insider trading. Members of Congress must report every trade; 599 disclosed trades of Kathy Manning (Former Member of Congress from North Carolina) through August 22, 2025 are on this page. We show what was reported. The disclosed trades are in the Kathy Manning stock tracker.
Why does this net worth differ from other estimates?
Members of Congress report their assets and liabilities only in amount classes, and some classes have no upper limit. We use the midpoint of each class from the official annual report and subtract the liabilities. A class without an upper limit counts at its lower bound, so for that item the estimate is a minimum. Other estimates often use different assumptions, such as current market values or no deduction for liabilities, which makes them come out higher or lower.
Where does Wolf of Washington get its data?
Wolf of Washington builds and maintains its own database of stock trades by members of Congress: more than 102,000 trades by more than 350 members of Congress, from 2012 through October 28, 2026, updated every business day.
The trades on this page come from that database, which records the official filings with the Clerk of the House. Compiled by Wolf of Washington from the official filings. We show filings through November 3, 2026.
From all those trades, experienced traders on our team pick the ones worth acting on. Of the 16,781 congressional trades reported in the past 1.5 years, we shared 221 with members since March 2025.
A filing gives amounts as one of the fixed official amount classes, for example up to $5M, not an exact amount. We use the midpoint. An open upper bound, such as "Over $50 million", has no upper limit: we count it as its lower bound and call it a minimum, so the real amount can be higher.
Estimated net worth = the midpoints of all assets minus the midpoints of all liabilities, from the termination report for 2025 (filed April 21, 2025).
Because the ranges are so wide, the same filing puts the net worth anywhere between $31.6 million and $93.2 million. In that upper limit, an open upper bound counts only with its lower bound.
A personal residence is not reported, because a home that produces no income does not have to be listed as an asset on the annual report. The mortgage on it is listed under liabilities. The real net worth can therefore be higher.
For each year we take that year's annual report; if it was amended later, the newest amendment. Sources: the annual financial disclosure reports filed with the Clerk of the House; the trades come from our database, which processes the official periodic transaction reports. Compiled by Wolf of Washington from the official filings.
Information only, not investment advice. Past performance does not guarantee future results. All figures come from public filings by members of the U.S. Congress; amounts are estimates based on the reported ranges.