
Kathy Manning net worth
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Huis van Afgevaardigden · Noord-Carolina · 599 trades
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Bijgewerkt 22 augustus 2025 · Bron: Clerk of the House
Kort antwoord: Het vermogen (net worth) van Kathy Manning (voormalig Congreslid uit Noord-Carolina) schatten we op $62,4 miljoen (minimaal) volgens het eindverslag over 2025: de gemelde bezittingen min de schulden. Het meeste zit in bedrijfsbelangen, ETF's en aandelen.
- $62,4 miljoen
- Geschat vermogen
Vermogen bij de start in het Congres en nu
- Start in het Congres: 2021
- $62,6 miljoen
- Eerste jaaroverzicht, 2021
- −0% sinds 2021
- $62,4 miljoen
- Laatste eindverslag, 2025
Geschat vermogen van Kathy Manning per jaar
Toon cijfers per jaar
| Jaar | Geschat vermogen |
|---|---|
| 2021 | $62,6 mln |
| 2022 | $47,3 mln |
| 2023 | $59,0 mln |
| 2025 | $62,4 mln |
Vermogen
$62,4 miljoengeschat vermogen (minimaal)
Op wiens naam de bezittingen staan
36%op eigen naam
64%partner, gezamenlijk of kind
Insider trading: wat de data zegt
549 van 599binnen 45 dagen gemeld
Gemelde bezittingen
| Naam | Soort | Bedrag | Eigenaar |
|---|---|---|---|
| Ellirock Holdings LLC | Belang in onderneming | tot $50.000 | Partner |
| Guerilla RF, Inc. | Niet-beursgenoteerd aandeel | tot $15.000 | Partner |
| Northern Trust Company | Overig | Onbekend | Partner |
| Pinnacle Bank Accounts | Bankrekeningen | tot $1 mln | Gezamenlijk |
| Reservoir Capital Partners, LP | Belang in onderneming | tot $500.000 | Partner |
| Stonefield Cellars Winery | Belang in onderneming | tot $15.000 | Partner |
| Truist Accounts | Bankrekeningen | tot $15.000 | Partner |
| Wonder Media Network, LLC | Niet-beursgenoteerd aandeel | tot $1 mln | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Pinnacle Bank Account | Bankrekeningen | tot $50.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P. | Overig | tot $250.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC | Overig | tot $250.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP | Overig | tot $250.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Schwab Treasury Obligation Money Market Fund | Bankrekeningen | tot $250.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series | Overig | Geen | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP | Overig | tot $50.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | Overig | tot $1 mln | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | Overig | tot $5 mln | Partner |
| 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 | Overig | tot $15.000 | Partner |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series | Overig | Geen | Partner |
| 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 | Overig | tot $15.000 | Partner |
| Bahamian Adventures Properties LLC ⇒ Investment in Residential Property | Vastgoed | meer dan $1 mln | Partner |
| Capsule Group ⇒ Pinnacle Bank | Bankrekeningen | tot $15.000 | Partner |
| DVS Limited Partnership ⇒ Investment in Residential Properties | Vastgoed | tot $50.000 | Partner |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund 2006 L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund 2007 L.P. | Overig | tot $50.000 | Partner |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund III L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund IV L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Acquisition Fund V L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund II L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund III L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Overseas Acquisition Fund IV L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Real Estate Acquisition Fund L.P. | Overig | Geen | Partner |
| Ehrenkranz Partners, LP ⇒ Venture Fund L.P. | Overig | Geen | Partner |
| Elm Street Hotel II ⇒ Elm Street Hotel, LLC | Vastgoed | meer dan $1 mln | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Pinnacle Bank Account | Bankrekeningen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners I, LLC (Fund 2) | Overig | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ Kathy Manning GST FBO Randall Kaplan ⇒ Brown Robin Partners LTH I, LLC (Fund 2 LTH) | Overig | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ Bank of America Corporation (BAC) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX) | Beleggingsfonds | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | tot $500.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) | ETF | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | ETF | tot $1 mln | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | tot $500.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | tot $500.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 2000 Growth ETF (IWO) | ETF | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 2000 Value ETF (IWN) | ETF | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell Mid-cap Value ETF (IWS) | ETF | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell Midcap Growth ETF (IWP) | ETF | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | tot $1 mln | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) | ETF | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) | ETF | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Abbott Laboratories (ABT) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ AbbVie Inc. (ABBV) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Accenture plc (klasse A) Ordinary Shares (ACN) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Air Products and Chemicals, Inc. (APD) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (klasse A) (GOOGL) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (klasse C) (GOOG) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Amgen Inc. (AMGN) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Aon plc (klasse A) Ordinary Shares (AON) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Apple Inc. (AAPL) | Aandelen | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Caterpillar, Inc. (CAT) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Centene Corporation (CNC) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Chubb Limited (CB) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ CME Group Inc. (klasse A) (CME) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Costco Wholesale Corporation (COST) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Garmin Ltd. (GRMN) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ General Mills, Inc. (GIS) | Aandelen | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Home Depot, Inc. (HD) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Intuit Inc. (INTU) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Johnson & Johnson (JNJ) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ JP Morgan Chase & Co. (JPM) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Lam Research Corporation (LRCX) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Lockheed Martin Corporation (LMT) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Mastercard Incorporated (MA) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Merck & Company, Inc. (MRK) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Micron Technology, Inc. (MU) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Microsoft Corporation (MSFT) | Aandelen | tot $250.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ MSCI Inc. (MSCI) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Nike, Inc. (NKE) | Aandelen | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ NVIDIA Corporation (NVDA) | Aandelen | tot $500.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Packaging Corporation of America (PKG) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Procter & Gamble Company (PG) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ QUALCOMM Incorporated (QCOM) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Salesforce, Inc. (CRM) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Starbucks Corporation (SBUX) | Aandelen | Geen | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Sysco Corporation (SYY) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ TJX Companies, Inc. (TJX) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Visa Inc. (V) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #2 ⇒ Walmart Inc. (WMT) | Aandelen | tot $100.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Amgen Inc. (AMGN) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Apple Inc. (AAPL) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Bank of America Corporation (BAC) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Best Buy Co., Inc. (BBY) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Bristol-Myers Squibb Company (BMY) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cardinal Health, Inc. (CAH) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Cisco Systems, Inc. (CSCO) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Eli Lilly and Company (LLY) | Aandelen | tot $50.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ General Mills, Inc. (GIS) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Johnson & Johnson (JNJ) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kimberly-Clark Corporation (KMB) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Mastercard Incorporated (MA) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Microsoft Corporation (MSFT) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Morgan Stanley (MS) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Pfizer, Inc. (PFE) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Procter & Gamble Company (PG) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ QUALCOMM Incorporated (QCOM) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Starbucks Corporation (SBUX) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Sysco Corporation (SYY) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Target Corporation (TGT) | Aandelen | tot $15.000 | Partner |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Visa Inc. (V) | Aandelen | tot $15.000 | Partner |
| Manning Family LP ⇒ Investment Property | Vastgoed | tot $50.000 | Zelf |
| MV Capital - GST Exempt Trust #1 ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX) | Beleggingsfonds | tot $250.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ Ecolab Inc. (ECL) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | tot $500.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | Geen | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | ETF | tot $250.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | tot $250.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | tot $250.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell 2000 ETF (IWM) | ETF | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Russell Mid-Cap ETF (IWR) | ETF | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | tot $500.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | tot $500.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) | ETF | tot $100.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | tot $100.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | tot $250.000 | Partner |
| MV Capital - GST Exempt Trust #1 ⇒ SPDR Select Sector Fund - Utilities (XLU) | ETF | tot $100.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Abbott Laboratories (ABT) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ AbbVie Inc. (ABBV) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Accenture plc (klasse A) Ordinary Shares (ACN) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Air Products and Chemicals, Inc. (APD) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Alphabet Inc. (klasse A) (GOOGL) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Alphabet Inc. (klasse C) (GOOG) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Amgen Inc. (AMGN) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Aon plc (klasse A) Ordinary Shares (AON) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Apple Inc. (AAPL) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Caterpillar, Inc. (CAT) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Centene Corporation (CNC) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Chubb Limited (CB) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Citizens Financial Group, Inc. (CFG) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ CME Group Inc. (klasse A) (CME) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Costco Wholesale Corporation (COST) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Expeditors International of Washington, Inc. (EXPD) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Garmin Ltd. (GRMN) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ General Mills, Inc. (GIS) | Aandelen | Geen | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Home Depot, Inc. (HD) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Intuit Inc. (INTU) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Johnson & Johnson (JNJ) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ JP Morgan Chase & Co. (JPM) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Lam Research Corporation (LRCX) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Lockheed Martin Corporation (LMT) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Mastercard Incorporated (MA) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Medtronic plc. Ordinary Shares (MDT) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Merck & Company, Inc. (MRK) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Micron Technology, Inc. (MU) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Microsoft Corporation (MSFT) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ MSCI Inc. (MSCI) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Nike, Inc. (NKE) | Aandelen | Geen | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ NVIDIA Corporation (NVDA) | Aandelen | tot $100.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Packaging Corporation of America (PKG) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Procter & Gamble Company (PG) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ QUALCOMM Incorporated (QCOM) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Salesforce, Inc. (CRM) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Starbucks Corporation (SBUX) | Aandelen | Geen | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Sysco Corporation (SYY) | Aandelen | tot $15.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ TJX Companies, Inc. (TJX) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Visa Inc. (V) | Aandelen | tot $50.000 | Partner |
| MV Capital - GST Exempt Trust #2 ⇒ Walmart Inc. (WMT) | Aandelen | tot $50.000 | Partner |
| MV Capital - KEM Roth IRA #1 ⇒ Fidelity Blue Chip Growth Fund (FBGRX) | Beleggingsfonds | tot $250.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $15.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | tot $250.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core S&P Mid-Cap ETF (IJH) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core S&P Small-Cap ETF (IJR) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | tot $15.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | tot $500.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | tot $250.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | tot $250.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | tot $50.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | tot $100.000 | Zelf |
| MV Capital - KEM Roth IRA #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | tot $250.000 | Zelf |
| MV Capital - RRK Roth IRA #1 ⇒ Blue Ridge Bankshares, Inc. (BRBS) | Aandelen | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ Fidelity Blue Chip Growth Fund (FBGRX) | Beleggingsfonds | tot $250.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | tot $500.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | tot $500.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | tot $500.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | tot $250.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P Mid-Cap 400 Growth ETF (IJK) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P Mid-Cap 400 Value ETF (IJJ) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P SmaLLCap 600 Growth ETF (IJT) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares S&P SmaLLCap 600 Value ETF (IJS) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | tot $100.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ SPDR Select Sector Fund - Health Care (XLV) | ETF | tot $100.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | tot $250.000 | Partner |
| MV Capital - RRK Roth IRA #1 ⇒ Upper90 Fund II LP | Overig | tot $250.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Ameriprise Financial, Inc. (AMP) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Amgen Inc. (AMGN) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Apple Inc. (AAPL) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Best Buy Co., Inc. (BBY) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Caterpillar, Inc. (CAT) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Eli Lilly and Company (LLY) | Aandelen | tot $50.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Lam Research Corporation (LRCX) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ MetLife, Inc. (MET) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ NXP Semiconductors N.V. (NXPI) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ QUALCOMM Incorporated (QCOM) | Aandelen | tot $15.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Starbucks Corporation (SBUX) | Aandelen | Geen | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Union Pacific Corporation (UNP) | Aandelen | tot $1.000 | Partner |
| MV Capital - RRK Roth IRA #3 ⇒ Voya Financial, Inc. (VOYA) | Aandelen | tot $15.000 | Partner |
| OurCrowd ⇒ Consumer Physics | Belang in onderneming | tot $15.000 | Partner |
| Piedmont Angel Networks ⇒ OptiVia Medical, LLC | Belang in onderneming | tot $15.000 | Partner |
| Piedmont Angel Networks ⇒ Piedmont Pharmaceuticals | Belang in onderneming | tot $50.000 | Partner |
| Piedmont Angel Networks ⇒ Sensory Analytics | Belang in onderneming | tot $15.000 | Partner |
| Piedmont Angel Networks II ⇒ Protochips | Belang in onderneming | tot $100.000 | Partner |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ J. Goldman, L.P. | Overig | tot $1 mln | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ PayJoy Asset Fund LLC | Overig | tot $50.000 | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ SB DPC Fund LP | Overig | tot $50.000 | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Schwab Treasury Obligation Money Market Fund | Bankrekeningen | tot $5 mln | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Emerging Markets Fund Series | Belang in onderneming | Geen | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Energy Opportunities Fund III LP | Overig | tot $250.000 | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Long/Short Equity Fund Series | Belang in onderneming | tot $1 mln | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Multi-Strategy Fund Series | Belang in onderneming | tot $25 mln | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Private Equity Opportunities Fund III LP | Overig | tot $100.000 | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Seven Bridges Strategic Equity Fund Series | Overig | Geen | Zelf |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan Alaska LLC ⇒ Silver Point Distressed Opportunity Institutional Partners II, LP | Overig | tot $100.000 | Zelf |
| Regent Holdings, LLC ⇒ Investment in Commercial Property | Vastgoed | tot $1 mln | Partner |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ SBLS SPV LLC | Overig | tot $50.000 | Partner |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Long/Short Equity Fund Ltd. | Overig | tot $250.000 | Partner |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Multi-Strategy Fund Ltd. | Belang in onderneming | tot $5 mln | Partner |
| Tarco Realty, LLC ⇒ Elm Street Center, LLC | Vastgoed | tot $500.000 | Partner |
| The 2011 Kathy E Manning Living Trust ⇒ Pinnacle Bank Account | Bankrekeningen | tot $250.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $15.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | tot $15.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | Geen | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | Geen | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | tot $15.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | tot $100.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | tot $50.000 | Zelf |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | tot $50.000 | Zelf |
| The 2011 Randall R. Kaplan Living Trust ⇒ Abdiel Qualified Onshore Partners, LP | Overig | tot $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ Pinnacle Bank Account | Bankrekeningen | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ RA Capital Healthcare Fund, L.P. | Overig | tot $5 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ Rock Springs Capital Fund LP | Overig | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ SBLS SPV LLC | Overig | tot $250.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ Whale Rock Long Opportunities Fund, LP | Overig | tot $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ 3i SPV II LLC ⇒ Next Century Spirits, LLC | Belang in onderneming | tot $250.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ Charles Schwab - Brokerage ⇒ First Trust WCM Focused Global Growth Fund - Institutional (WCMGX) | Beleggingsfonds | tot $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ Charles Schwab - Brokerage ⇒ O'Shaughnessy Market Leaders Value Fund - Class I (OFVIX) | Beleggingsfonds | tot $500.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ Charles Schwab - Brokerage ⇒ Vanguard U.S. Value Factor ETF (VFVA) | ETF | tot $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Amazon.com, Inc. (AMZN) | Aandelen | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ AvidXchange Holdings, Inc. (AVDX) | Aandelen | tot $250.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Money Market Fund (SPRXX) | Beleggingsfonds | meer dan $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $250.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) | ETF | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500 ETF (IVV) | ETF | tot $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | ETF | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | ETF | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | ETF | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | ETF | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF) | ETF | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | ETF | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | ETF | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2028 Term Corporate ETF (IBDT) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2029 Term Corporate ETF (IBDU) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2030 Term Corporate ETF (IBDV) | ETF | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares iBonds Dec 2031 Term Corporate ETF (IBDW) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 ETF (IWB) | ETF | tot $1 mln | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Growth ETF (IWF) | ETF | tot $500.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000 Value ETF (IWD) | ETF | tot $100.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell Midcap Growth ETF (IWP) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Growth ETF (IVW) | ETF | tot $500.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Value ETF (IVE) | ETF | tot $250.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2032 Term Corporate ETF (IBDX) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2033 Term Corporate ETF (IBDY) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Trust iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) | ETF | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Microsoft Corporation (MSFT) | Aandelen | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ SPDR Select Sector Fund - Technology (XLK) | ETF | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Abbott Laboratories (ABT) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ AbbVie Inc. (ABBV) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Accenture plc (klasse A) Ordinary Shares (ACN) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Air Products and Chemicals, Inc. (APD) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (klasse A) (GOOGL) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Alphabet Inc. (klasse C) (GOOG) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Amgen Inc. (AMGN) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Aon plc (klasse A) Ordinary Shares (AON) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Apple Inc. (AAPL) | Aandelen | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Caterpillar, Inc. (CAT) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Centene Corporation (CNC) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Chubb Limited (CB) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Citizens Financial Group, Inc. (CFG) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ CME Group Inc. (klasse A) (CME) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Costco Wholesale Corporation (COST) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) | Beleggingsfonds | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Garmin Ltd. (GRMN) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ General Mills, Inc. (GIS) | Aandelen | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Home Depot, Inc. (HD) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Intuit Inc. (INTU) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Johnson & Johnson (JNJ) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ JP Morgan Chase & Co. (JPM) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Lam Research Corporation (LRCX) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Lockheed Martin Corporation (LMT) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Mastercard Incorporated (MA) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Merck & Company, Inc. (MRK) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Micron Technology, Inc. (MU) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Microsoft Corporation (MSFT) | Aandelen | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ MSCI Inc. (MSCI) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Nike, Inc. (NKE) | Aandelen | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ NVIDIA Corporation (NVDA) | Aandelen | tot $50.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Packaging Corporation of America (PKG) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Procter & Gamble Company (PG) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ QUALCOMM Incorporated (QCOM) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Salesforce, Inc. (CRM) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Starbucks Corporation (SBUX) | Aandelen | Geen | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Sysco Corporation (SYY) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ TJX Companies, Inc. (TJX) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Visa Inc. (V) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #2 ⇒ Walmart Inc. (WMT) | Aandelen | tot $15.000 | Partner |
| The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #4 ⇒ Fidelity Money Market Fund (SPRXX) | Beleggingsfonds | tot $100.000 | Partner |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ SB Venture Select Fund LP | Overig | tot $250.000 | Partner |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Energy Opportunities Fund III LP | Overig | tot $100.000 | Partner |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Equity Opportunities Fund II, LP | Overig | tot $500.000 | Partner |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Equity Opportunities Fund III LP | Overig | tot $50.000 | Partner |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Triad Business Bank (TBBC) | Overig | tot $50.000 | Partner |
| TIC Fincastle Building ⇒ Investment in Commercial Building | Vastgoed | tot $100.000 | Partner |
| Wells Fargo Brokerage ⇒ Ecolab Inc. (ECL) | Aandelen | tot $250.000 | Partner |
| WLC, LLC (Learning Together) ⇒ Notes Receivable | Overig | Geen | Partner |
Gemelde schulden
| Schuldeiser | Soort schuld | Bedrag | Eigenaar |
|---|---|---|---|
| Pinnacle | Personal Loan | tot $100.000 | Partner |
Wat leden zeggen
Van 16.781 meldingen naar 221
16.781gemelde congres-trades in de afgelopen 1,5 jaar
Ervaren traders in ons team checken alle trades
221gedeeld met leden sinds maart 2025
Minder dan 1,5% van de meldingen haalt het.
Wij checken alle meldingen. Jij krijgt de trades die het waard zijn.
In de app zie je alleen de trades die ons team na controle selecteert, in gewone taal uitgelegd.
Word Nu Lid →4,7 Trustpilot (310)4,8 Whop (330)5.000+ leden
Andere politici
Veelgestelde vragen
Vragen over Kathy Manning
Hoeveel is Kathy Manning waard?
Op basis van het eindverslag over 2025 schatten we het vermogen van Kathy Manning (voormalig Congreslid uit Noord-Carolina) op $62,4 miljoen: de middens van de gemelde bezittingen min die van de schulden. Omdat de melding alleen bedragklassen geeft, ligt het tussen $31,6 miljoen en $93,2 miljoen. De bezittingen tellen op tot $62,5 miljoen.
Hoeveel vermogen had Kathy Manning voor het Congres?
In onze data staat geen jaaroverzicht van voor het Congres; het eerste gaat over 2021, het eerste jaar in het Congres, en geeft $62,6 miljoen. Volgens het eindverslag over 2025 is dat $62,4 miljoen, een daling van 0%.
Heeft Kathy Manning voorkennis?
Voor zover wij weten is er geen aanklacht of veroordeling tegen Kathy Manning (voormalig Congreslid uit Noord-Carolina) voor handel met voorkennis. Wat je wel kunt doen: zelf bekijken wat er gekocht en verkocht is. De 599 gemelde trades staan in de Kathy Manning stock tracker.
Waarom verschilt dit vermogen van andere schattingen?
Congresleden melden hun bezittingen en schulden alleen in bedragklassen, en sommige klassen hebben geen bovengrens. Wij rekenen met het midden van elke klasse uit het officiële jaaroverzicht en trekken de schulden eraf. Een klasse zonder bovengrens telt mee met de ondergrens, dus dan is de schatting voor die post een minimum. Andere schattingen gebruiken vaak andere aannames, zoals de koersen van vandaag of geen aftrek van schulden, waardoor ze hoger of lager uitkomen.
Waar haalt Wolf of Washington zijn data vandaan?
Wolf of Washington bouwt en beheert een eigen database met de aandelentrades van leden van het Congres: ruim 102.000 trades van ruim 350 Congresleden, van 2012 tot en met 28 oktober 2026, en elke werkdag aangevuld.
De trades op deze pagina komen uit die database, die de officiële meldingen bij de Clerk of the House verwerkt. Samengesteld door Wolf of Washington uit de officiële meldingen. We tonen meldingen tot en met 3 november 2026.
Uit al die trades kiezen ervaren traders uit ons team de trades die het waard zijn. Van de 16.781 gemelde congres-trades in de afgelopen 1,5 jaar deelden we er 221 met leden, sinds maart 2025.
Een melding geeft bedragen als een van de vaste officiële bedragklassen, bijvoorbeeld tot $5 mln, geen exact bedrag. Wij rekenen met het midden. Een open bovenkant, zoals "Meer dan $50 mln", heeft geen bovengrens: die rekenen we als de ondergrens en noemen we een minimum, dus het echte bedrag kan hoger zijn.
Geschat vermogen = de middens van alle bezittingen min de middens van alle schulden, uit het eindverslag over 2025 (ingediend 21 april 2025).
Omdat de bedragklassen zo breed zijn, ligt het vermogen volgens dezelfde melding ergens tussen $31,6 miljoen en $93,2 miljoen. Een open bovenkant telt in die bovengrens alleen met de ondergrens mee.
De eigen woning wordt niet gemeld, want een woning die geen inkomen oplevert hoeft niet als bezitting op het jaaroverzicht. De hypotheek erop staat wel bij de schulden. Het echte vermogen kan daardoor hoger liggen.
Per jaar nemen we het jaaroverzicht van dat jaar; is het later gecorrigeerd, dan de nieuwste correctie. Bronnen: de jaaroverzichten (Financial Disclosure Reports) bij de Clerk of the House; de trades komen uit onze database, die de officiële trademeldingen verwerkt. Samengesteld door Wolf of Washington uit de officiële meldingen.
Resultaten uit het verleden bieden geen garantie voor de toekomst. Geen beleggingsadvies. Alle cijfers komen uit openbare meldingen van het Amerikaanse Congres; bedragen zijn schattingen op basis van gemelde bedragklassen.



















































































































































































































