Kathy E. Manning Democrat · NC-6
House of Representatives · former member · serving since 2021 · born December 3, 1956
Wikipedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
809
across 34 filings
Securities traded
161
0 active in 6 months
Disclosed range total
$17,223,809
sum of filed minimums
Huddle pairings
0
none recorded
In plain language
Of 809 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| NC-6 | 117th–118th | 2021–2025 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
No current committee assignments on file (former member).
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Education and Workforce | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Foreign Affairs | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Education and Workforce | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Foreign Affairs | Member | 2021-03 → 2022-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 11 | 6 / 5 | $112,506 | 2021-01 → 2024-08 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 13 | 1 / 12 | $128,507 | 2021-01 → 2024-08 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 9 | 7 / 2 | $96,505 | 2021-01 → 2024-07 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 18 | 4 / 14 | $144,009 | 2021-01 → 2024-07 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 9 | 4 / 5 | $72,005 | 2021-01 → 2024-07 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 12 | 6 / 6 | $96,006 | 2021-01 → 2024-07 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 17 | 9 / 8 | $185,009 | 2021-01 → 2024-07 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 8 | 3 / 5 | $64,004 | 2021-01 → 2024-07 |
| CNC | Centene Corporation Common Stock (CNC) | Insurance | 10 | 8 / 2 | $80,005 | 2021-01 → 2024-07 |
| CB | Chubb Ltd | Insurance | 8 | 4 / 4 | $64,004 | 2021-01 → 2024-07 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 10 | 5 / 5 | $104,505 | 2021-01 → 2024-07 |
| EXPD | Expeditors International of Washington,… | Other | 3 | 3 / 0 | $24,002 | 2021-01 → 2024-07 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 9 | 7 / 2 | $72,005 | 2021-01 → 2024-07 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 14 | 7 / 7 | $136,507 | 2021-01 → 2024-07 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 10 | 8 / 2 | $80,005 | 2021-01 → 2024-07 |
| PKG | Packaging Corporation of America Common… | Materials | 8 | 7 / 1 | $88,504 | 2021-01 → 2024-07 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 10 | 6 / 4 | $80,005 | 2021-01 → 2024-07 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 6 | 5 / 1 | $48,003 | 2021-01 → 2024-07 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 10 | 7 / 3 | $80,005 | 2021-01 → 2024-07 |
| V | Visa Inc. (V) | Business Services | 13 | 6 / 7 | $195,507 | 2021-02 → 2024-07 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 21 | 10 / 11 | $241,511 | 2021-03 → 2024-07 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 11 | 5 / 6 | $112,506 | 2021-04 → 2024-07 |
| ACN | Accenture Plc | Business Services | 14 | 7 / 7 | $112,007 | 2021-04 → 2024-07 |
| AON | Aon plc Class A Ordinary Shares (Irelan… | Insurance | 10 | 5 / 5 | $104,505 | 2021-04 → 2024-07 |
| LRCX | Lam Research Corp | Industrials | 11 | 7 / 4 | $137,006 | 2021-04 → 2024-07 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 19 | 17 / 2 | $225,510 | 2021-04 → 2024-07 |
| TJX | TJX Companies | Retail & Consumer | 11 | 7 / 4 | $88,006 | 2021-04 → 2024-07 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 11 | 5 / 6 | $88,006 | 2021-10 → 2024-07 |
| PG | Procter & Gamble Company (PG) | Chemicals | 12 | 10 / 2 | $96,006 | 2021-10 → 2024-07 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 9 | 7 / 2 | $72,005 | 2022-07 → 2024-07 |
| COST | Costco Wholesale | Retail & Consumer | 7 | 6 / 1 | $80,504 | 2022-07 → 2024-07 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 7 | 7 / 0 | $80,504 | 2022-07 → 2024-07 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 7 | 6 / 1 | $80,504 | 2022-07 → 2024-07 |
| NKE | Nike Inc | Materials | 13 | 5 / 8 | $128,507 | 2022-07 → 2024-07 |
| CRM | Salesforce Inc | Software & IT Services | 8 | 8 / 0 | $88,504 | 2022-07 → 2024-07 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 13 | 9 / 4 | $153,007 | 2022-07 → 2024-07 |
| MSCI | MSCI Inc. Common Stock (MSCI) | Business Services | 5 | 5 / 0 | $64,503 | 2024-01 → 2024-07 |
| GRMN | Garmin Ltd. - Common Stock | Medical Devices | 3 | 3 / 0 | $91,002 | 2024-07 → 2024-07 |
| MICRD | MICRON SOLUTIONS INC NEW (MICRD) | — | 1 | 1 / 0 | $8,001 | 2024-07 → 2024-07 |
| WU | Western Union Company (The) Common Stock | Business Services | 1 | 0 / 1 | $8,001 | 2024-06 → 2024-06 |
| CFG | Citizens Financial Group, Inc. Common S… | Banking | 12 | 8 / 4 | $145,006 | 2021-01 → 2024-01 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 7 | 2 / 5 | $80,504 | 2021-01 → 2024-01 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 9 | 5 / 4 | $72,005 | 2021-01 → 2024-01 |
| MU | Micron Technology | Semiconductors | 7 | 2 / 5 | $56,004 | 2021-01 → 2024-01 |
| EL | Estee Lauder Companies | Chemicals | 13 | 3 / 10 | $153,007 | 2021-01 → 2023-12 |
| PYPL | Paypal Holdings | Business Services | 13 | 7 / 6 | $227,007 | 2021-01 → 2023-12 |
| DIS | Walt Disney Company | Media & Entertainment | 12 | 6 / 6 | $120,506 | 2021-01 → 2023-12 |
| ECL | Ecolab Inc | Chemicals | 1 | 0 / 1 | $32,501 | 2023-03 → 2023-03 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 4 | 2 / 2 | $56,502 | 2021-01 → 2022-10 |
| ADBE | Adobe Systems Inc | Software & IT Services | 5 | 3 / 2 | $40,003 | 2021-03 → 2022-10 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 6 | 2 / 4 | $48,003 | 2021-05 → 2022-10 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 4 | 1 / 3 | $99,002 | 2021-05 → 2022-10 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 7 | 5 / 2 | $56,004 | 2021-10 → 2022-10 |
| EQIX | Equinix, Inc. - Common Stock (EQIX) | Investment Funds | 3 | 0 / 3 | $48,502 | 2022-03 → 2022-10 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 3 | 0 / 3 | $115,502 | 2022-05 → 2022-10 |
| T | AT&T Inc. (T) | Telecommunications | 6 | 3 / 3 | $48,003 | 2022-07 → 2022-10 |
| BAC | Bank of America Corp | Banking | 5 | 3 / 2 | $40,003 | 2022-07 → 2022-10 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-10 |
| CSCO | Cisco Systems Inc | Technology Hardware | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-10 |
| KO | Coca-Cola Company | Food & Beverage | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-10 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-10 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-10 |
| RTN | Raytheon Company | — | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-10 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-10 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 4 | 3 / 1 | $32,002 | 2022-07 → 2022-10 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 2 | 2 / 0 | $16,001 | 2022-07 → 2022-10 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-10 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 2 | 2 / 0 | $16,001 | 2022-07 → 2022-10 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 3 | 1 / 2 | $24,002 | 2022-07 → 2022-10 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| AEE | Ameren Corporation Common Stock (AEE) | Utilities | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| AEP | American Electric Power Company, Inc. (… | Utilities | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| BLK | Blackrock Inc | Capital Markets | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| BRCM | Broadcom Corporation - Class A (BRCM) | — | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| INVH | Invitation Homes Inc. Common Stock (INV… | Real Estate | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| PPL | PPL Corporation Common Stock (PPL) | Utilities | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| WELL | Welltower Inc. Common Stock (WELL) | Investment Funds | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-09 |
| CHTR | Charter Communications, Inc. - Class A … | Telecommunications | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-09 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 2 / 0 | $16,001 | 2022-07 → 2022-08 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 2 / 0 | $16,001 | 2022-07 → 2022-08 |
| PEP | Pepsico Inc | Food & Beverage | 2 | 2 / 0 | $16,001 | 2022-07 → 2022-08 |
| META | Meta Platforms Inc | Software & IT Services | 1 | 1 / 0 | $8,001 | 2022-08 → 2022-08 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2022-01 → 2022-08 |
| C | Citigroup Inc | Banking | 4 | 1 / 3 | $32,002 | 2022-04 → 2022-08 |
| LOW | Lowe's Companies | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-08 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 3 | 2 / 1 | $24,002 | 2022-07 → 2022-08 |
| MO | Altria Group, Inc. (MO) | Food & Beverage | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| AMCR | Amcor plc Ordinary Shares (AMCR) | Consumer Goods | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| AIG | American International Group, Inc. New … | Insurance | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| AMP | Ameriprise Financial, Inc. Common Stock… | Capital Markets | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| APA | APA Corporation - Common Stock (APA) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| BBY | Best Buy Co., Inc. Common Stock | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| BLDR | Builders FirstSource, Inc. (BLDR) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| COF | Capital One Financial Corporation Commo… | Banking | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| CAH | Cardinal Health, Inc. Common Stock (CAH) | Wholesale | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| CE | Celanese Corporation Celanese Corporati… | Chemicals | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| CMA | Comerica Incorporated (CMA) | — | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| CCK | Crown Holdings, Inc. (CCK) | Industrials | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| DFS | Discover Financial Services Common Stoc… | — | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| DPZ | Domino's Pizza Inc - Common Stock (DPZ) | Wholesale | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| EMN | Eastman Chemical Company Common Stock (… | Chemicals | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| FICO | Fair Isaac Corporation Common Stock (FI… | Business Services | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| HST | Host Hotels & Resorts, Inc. - Common St… | Investment Funds | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| HPQ | HP Inc | Technology Hardware | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| IP | International Paper Company Common Stoc… | Materials | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| KEY | KeyCorp Common Stock (KEY) | Banking | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| LHX | L3Harris Technologies Inc | Medical Devices | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| LBTYK | Liberty Global Ltd. - Class C Common Sh… | Telecommunications | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| L | Loews Corporation Common Stock (L) | Insurance | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| LUMN | Lumen Technologies, Inc. (LUMN) | Telecommunications | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| MRO | Marathon Oil Corp | — | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| MAS | Masco Corporation Common Stock (MAS) | Industrials | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| MET | Metlife Inc | Insurance | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| NVR | NVR, Inc. Common Stock (NVR) | Construction | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| PRU | Prudential Financial, Inc. Common Stock… | Insurance | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| PHM | PulteGroup, Inc. Common Stock | Construction | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| DGX | Quest Diagnostics Incorporated Common S… | Healthcare Services | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| SYF | Synchrony Financial Common Stock (SYF) | Banking | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| BK | The Bank of New York Mellon Corporation… | — | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| WHR | Whirlpool Corporation Common Stock (WHR) | Electronics | 2 | 1 / 1 | $16,001 | 2022-07 → 2022-08 |
| BXP | BXP, Inc. Common Stock (BXP) | Investment Funds | 1 | 0 / 1 | $8,001 | 2022-08 → 2022-08 |
| DRI | Darden Restaurants, Inc. Common Stock (… | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2022-08 → 2022-08 |
| REG | Regency Centers Corporation (REG) | Investment Funds | 1 | 0 / 1 | $8,001 | 2022-08 → 2022-08 |
| SPG | Simon Property Group, Inc. Common Stock… | Investment Funds | 1 | 0 / 1 | $8,001 | 2022-08 → 2022-08 |
| WY | Weyerhaeuser Company Common Stock (WY) | Investment Funds | 1 | 0 / 1 | $8,001 | 2022-08 → 2022-08 |
| ALLY | Ally Financial Inc. Common Stock (ALLY) | Banking | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| DHR | Danaher Corp | Medical Devices | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| PM | Philip Morris International Inc | Food & Beverage | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 3 | 1 / 2 | $48,502 | 2021-03 → 2022-06 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 6 | 4 / 2 | $146,003 | 2022-02 → 2022-06 |
| BX | Blackstone Inc | Capital Markets | 2 | 1 / 1 | $65,001 | 2022-06 → 2022-06 |
| ALGN | Align Technology, Inc. - Common Stock (… | Medical Devices | 1 | 0 / 1 | $32,501 | 2022-06 → 2022-06 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 5 | 4 / 1 | $71,503 | 2021-01 → 2022-06 |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Medical Devices | 5 | 3 / 2 | $64,503 | 2021-02 → 2022-06 |
| MTCH | Match Group, Inc. - Common Stock | Software & IT Services | 8 | 7 / 1 | $113,004 | 2021-02 → 2022-06 |
| SNAP | Snap Inc. Class A Common Stock (SNAP) | Software & IT Services | 9 | 6 / 3 | $121,005 | 2021-02 → 2022-06 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 4 | 3 / 1 | $123,502 | 2022-03 → 2022-06 |
| LUV | Southwest Airlines Company Common Stock… | Transportation | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| INFO | IHS Markit Ltd. Common Shares (INFO) | — | 6 | 0 / 6 | $97,003 | 2021-02 → 2021-12 |
| TBBC | Triad Business Bank (TBBC) | — | 1 | 1 / 0 | $75,001 | 2021-06 → 2021-06 |
| VTRS | Viatris Inc. - Common Stock (VTRS) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2021-01 → 2021-04 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2024 | -3.1% | 150 | $1,592,075 |
| 2023 | +1.6% | 76 | $804,038 |
| 2022 | +0.2% | 359 | $3,697,180 |
| 2021 | -1.9% | 117 | $1,244,060 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2025-01-01 | — | Seven Bridges Long/Short Equity Fund Series | sell | $15,001 – $50,000 | spouse | record |
| 2025-01-01 | — | Seven Bridges Long/Short Equity Fund Series | sell | $50,001 – $100,000 | self | record |
| 2025-01-01 | — | Seven Bridges Long/Short Equity Fund Ltd. | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-31 | — | Seven Bridges Strategic Equity Fund Series | sell | $250,001 – $500,000 | spouse | record |
| 2024-12-31 | — | Seven Bridges Strategic Equity Fund Series | sell | $1,000,001 – $5,000,000 | self | record |
| 2024-12-31 | — | Seven Bridges Multi-Strategy Fund Ltd. | sell | $100,001 – $250,000 | spouse | record |
| 2024-12-31 | — | Seven Bridges Emerging Markets Fund Series | sell | $100,001 – $250,000 | spouse | record |
| 2024-12-31 | — | Seven Bridges Emerging Markets Fund Series | sell | $500,001 – $1,000,000 | self | record |
| 2024-10-28 | — | Seven Bridges Long/Short Equity Fund Series | sell | $100,001 – $250,000 | self | record |
| 2024-10-25 | — | Seven Bridges Multi-Strategy Fund Ltd. | buy | $15,001 – $50,000 | spouse | record |
| 2024-10-25 | — | Seven Bridges Long/Short Equity Fund Ltd. | sell | $15,001 – $50,000 | spouse | record |
| 2024-09-03 | — | Silver Point Distressed Opportunity Institutional Partners II, L.P. | buy | $15,001 – $50,000 | self | record |
| 2024-08-29 | — | SB DPC Fund LP | buy | $15,001 – $50,000 | self | record |
| 2024-08-09 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-09 | PFE | Pfizer, Inc. Common Stock (PFE) | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-08 | — | Seven Bridges Private Equity Opportunities Fund III LP | buy | $15,001 – $50,000 | self | record |
| 2024-08-08 | — | Seven Bridges Energy Opportunities Fund III LP | buy | $50,001 – $100,000 | self | record |
| 2024-08-01 | — | Seven Bridges Multi-Strategy Fund Ltd. | buy | $100,001 – $250,000 | spouse | record |
| 2024-07-30 | — | Seven Bridges Long/Short Equity Fund Series | sell | $500,001 – $1,000,000 | self | record |
| 2024-07-26 | — | Seven Bridges Long/Short Equity Fund Ltd. | sell | $100,001 – $250,000 | spouse | record |
| 2024-07-02 | WMT | Walmart Inc. Common Stock (WMT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | SYY | Sysco Corporation Common Stock (SYY) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CRM | Salesforce, Inc. Common Stock (CRM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CRM | Salesforce, Inc. Common Stock (CRM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CRM | Salesforce, Inc. Common Stock (CRM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | PKG | Packaging Corporation of America Common Stock (PKG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | sell | $15,001 – $50,000 | spouse | record |
| 2024-07-02 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | NKE | Nike, Inc. Common Stock (NKE) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | NKE | Nike, Inc. Common Stock (NKE) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | NKE | Nike, Inc. Common Stock (NKE) | sell | $15,001 – $50,000 | spouse | record |
| 2024-07-02 | MSCI | MSCI Inc. Common Stock (MSCI) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MSCI | MSCI Inc. Common Stock (MSCI) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $15,001 – $50,000 | spouse | record |
| 2024-07-02 | MICRD | MICRON SOLUTIONS INC NEW (MICRD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MDT | Medtronic plc. Ordinary Shares (MDT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MA | Mastercard Incorporated Common Stock (MA) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | MA | Mastercard Incorporated Common Stock (MA) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | LMT | Lockheed Martin Corporation Common Stock (LMT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | LMT | Lockheed Martin Corporation Common Stock (LMT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | LRCX | Lam Research Corporation - Common Stock (LRCX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GRMN | Garmin Ltd. Common Stock (GRMN) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GRMN | Garmin Ltd. Common Stock (GRMN) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GRMN | Garmin Ltd. Common Stock (GRMN) | buy | $50,001 – $100,000 | spouse | record |
| 2024-07-02 | EXPD | Expeditors International of Washington, Inc. (EXPD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | COST | Costco Wholesale Corporation - Common Stock (COST) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CME | CME Group Inc. - Class A Common Stock (CME) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CME | CME Group Inc. - Class A Common Stock (CME) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CB | Chubb Limited Common Stock (CB) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CB | Chubb Limited Common Stock (CB) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CB | Chubb Limited Common Stock (CB) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CNC | Centene Corporation Common Stock (CNC) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CNC | Centene Corporation Common Stock (CNC) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | CAT | Caterpillar, Inc. Common Stock (CAT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | AAPL | Apple Inc. - Common Stock (AAPL) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | AAPL | Apple Inc. - Common Stock (AAPL) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | AAPL | Apple Inc. - Common Stock (AAPL) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | AON | Aon plc Class A Ordinary Shares (AON) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | AON | Aon plc Class A Ordinary Shares (AON) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | AON | Aon plc Class A Ordinary Shares (AON) | sell | $15,001 – $50,000 | spouse | record |
| 2024-07-02 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | ABT | Abbott Laboratories Common Stock (ABT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-02 | ABT | Abbott Laboratories Common Stock (ABT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-06-13 | WU | Western Union Company (WU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-03 | — | Seven Bridges Long/Short Equity Fund Series | sell | $500,001 – $1,000,000 | spouse | record |
| 2024-04-30 | — | PayJoy Asset Fund LLC | buy | $100,001 – $250,000 | spouse | record |
| 2024-04-22 | — | Seven Bridges Multi-Strategy Fund Ltd. | buy | $100,001 – $250,000 | spouse | record |
| 2024-04-22 | — | Seven Bridges Long/Short Equity Fund Ltd. | sell | $100,001 – $250,000 | spouse | record |
| 2024-02-21 | — | SB DPC Fund LP | buy | $100,001 – $250,000 | spouse | record |
| 2024-02-01 | — | Seven Bridges Multi-Strategy Fund Ltd. | buy | $250,001 – $500,000 | spouse | record |
| 2024-02-01 | — | Abdiel Qualified Onshore Partners, LP | buy | $500,001 – $1,000,000 | spouse | record |
| 2024-01-29 | — | Seven Bridges Long/Short Equity Fund Series | sell | $1,000,001+ | spouse | record |
| 2024-01-29 | — | Seven Bridges Long/Short Equity Fund Ltd. | sell | $250,001 – $500,000 | spouse | record |
| 2024-01-23 | WMT | Walmart Inc. (WMT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | WMT | Walmart Inc. (WMT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | SYY | Sysco Corporation (SYY) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | SYY | Sysco Corporation (SYY) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | SBUX | Starbucks Corporation (SBUX) | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | SBUX | Starbucks Corporation (SBUX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | SBUX | Starbucks Corporation (SBUX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CRM | Salesforce, Inc. (CRM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CRM | Salesforce, Inc. (CRM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CRM | Salesforce, Inc. (CRM) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | QCOM | QUALCOMM Incorporated (QCOM) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | QCOM | QUALCOMM Incorporated (QCOM) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | PKG | Packaging Corporation of America (PKG) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | NKE | Nike, Inc. (NKE) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | NKE | Nike, Inc. (NKE) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | NKE | Nike, Inc. (NKE) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MSCI | MSCI Inc. (MSCI) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MSCI | MSCI Inc. (MSCI) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | MSCI | MSCI Inc. (MSCI) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MU | Micron Technology, Inc. (MU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MU | Micron Technology, Inc. (MU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MU | Micron Technology, Inc. (MU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MDT | Medtronic plc. Ordinary Shares (MDT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MDT | Medtronic plc. Ordinary Shares (MDT) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | MDT | Medtronic plc. Ordinary Shares (MDT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | MA | Mastercard Incorporated (MA) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | LMT | Lockheed Martin Corporation (LMT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | LMT | Lockheed Martin Corporation (LMT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | LRCX | Lam Research Corporation (LRCX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | LRCX | Lam Research Corporation (LRCX) | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | LRCX | Lam Research Corporation (LRCX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | INTU | Intuit Inc. (INTU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | INTU | Intuit Inc. (INTU) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | INTU | Intuit Inc. (INTU) | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | GIS | General Mills, Inc. (GIS) | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | GIS | General Mills, Inc. (GIS) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | GIS | General Mills, Inc. (GIS) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | COST | Costco Wholesale Corporation (COST) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | COST | Costco Wholesale Corporation (COST) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | COST | Costco Wholesale Corporation (COST) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | CME | CME Group Inc. - Class A (CME) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CFG | Citizens Financial Group, Inc. (CFG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CFG | Citizens Financial Group, Inc. (CFG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CFG | Citizens Financial Group, Inc. (CFG) | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | CB | Chubb Limited (CB) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CAT | Caterpillar, Inc. (CAT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CAT | Caterpillar, Inc. (CAT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | CAT | Caterpillar, Inc. (CAT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | AAPL | Apple Inc. (AAPL) | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-23 | AAPL | Apple Inc. (AAPL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | AAPL | Apple Inc. (AAPL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | AON | Aon plc Class A Ordinary Shares (AON) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | AON | Aon plc Class A Ordinary Shares (AON) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | AON | Aon plc Class A Ordinary Shares (AON) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | AMGN | Amgen Inc. (AMGN) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | GOOGL | Alphabet Inc. - Class A (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | GOOGL | Alphabet Inc. - Class A (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | GOOGL | Alphabet Inc. - Class A (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | ABBV | AbbVie Inc. (ABBV) | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | ABT | Abbott Laboratories (ABT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-23 | ABT | Abbott Laboratories (ABT) | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-16 | — | Echo Street GoodCo Select, LP | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-16 | — | 2000115358 SP Echo Street GoodCo Select, LP | sell | $15,001 – $50,000 | self | record |
| 2024-01-08 | — | Seven Bridges Private Equity Opportunities Fund III LP | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-08 | — | Seven Bridges Energy Opportunities Fund III LP | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-08 | — | SB Venture Select Fund LP | buy | $100,001 – $250,000 | spouse | record |
| 2024-01-05 | — | Echo Street GoodCo Select, LP | sell | $500,001 – $1,000,000 | spouse | record |
| 2024-01-05 | — | 2000115357 SP Echo Street GoodCo Select, LP | sell | $500,001 – $1,000,000 | self | record |
| 2024-01-01 | — | J. Goldman, L.P. | buy | $500,001 – $1,000,000 | self | record |
| 2024-01-01 | — | J. Goldman, L.P. | buy | $100,001 – $250,000 | spouse | record |
| 2023-12-31 | — | Seven Bridges Multi-Strategy Fund Series | sell | $500,001 – $1,000,000 | self | record |
| 2023-12-31 | — | Seven Bridges Multi-Strategy Fund Series | sell | $100,001 – $250,000 | spouse | record |
| 2023-12-31 | — | Seven Bridges Multi-Strategy Fund LP | sell | $1,000,001+ | spouse | record |
| 2023-12-12 | DIS | Walt Disney Company (DIS) | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-12 | DIS | Walt Disney Company (DIS) | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-12 | DIS | Walt Disney Company (DIS) | sell | $15,001 – $50,000 | spouse | record |
| 2023-12-12 | PFE | Pfizer, Inc. (PFE) | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-12 | PFE | Pfizer, Inc. (PFE) | sell | $15,001 – $50,000 | spouse | record |
| 2023-12-12 | PFE | Pfizer, Inc. (PFE) | sell | $1,001 – $15,000 | spouse | record |