Congressional stock trades · Member
Kathy E. Manning
Former representative · NC-6 · Democrat
808 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 3 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-04-21 | 2024-01-05 | 472 ·>45 | Spouse | Echo Street GoodCo Select, LP | Sale | $500,001 - $1,000,000 | Clerk → |
| 2025-01-27 | 2025-01-01 | 26 | Member | Seven Bridges Long/Short Equity Fund Series | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-01-27 | 2025-01-01 | 26 | Spouse | Seven Bridges Long/Short Equity Fund Ltd. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-01-27 | 2025-01-01 | 26 | Spouse | Seven Bridges Long/Short Equity Fund Series | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-01-27 | 2024-12-31 | 27 | Spouse | Seven Bridges Strategic Equity Fund Series | Sale | $250,001 - $500,000 | Clerk → |
| 2025-01-27 | 2024-12-31 | 27 | Spouse | Seven Bridges Emerging Markets Fund Series | Sale | $100,001 - $250,000 | Clerk → |
| 2025-01-27 | 2024-12-31 | 27 | Spouse | Seven Bridges Multi-Strategy Fund Ltd. | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-01-27 | 2024-12-31 | 27 | Member | Seven Bridges Strategic Equity Fund Series | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2025-01-27 | 2024-12-31 | 27 | Member | Seven Bridges Emerging Markets Fund Series | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-11-05 | 2024-10-28 | 8 | Member | Seven Bridges Long/Short Equity Fund Series | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-11-05 | 2024-10-25 | 11 | Spouse | Seven Bridges Multi-Strategy Fund Ltd. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-05 | 2024-10-25 | 11 | Spouse | Seven Bridges Long/Short Equity Fund Ltd. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-10-05 | 2024-09-03 | 32 | Member | Silver Point Distressed Opportunity Institutional Partners II, L.P. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-04 | 2024-08-29 | 6 | Member | SB DPC Fund LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-04 | 2024-08-09 | 26 | Spouse | PFEPfizer, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-09-04 | 2024-08-09 | 26 | Spouse | SBUXStarbucks Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-09-04 | 2024-08-08 | 27 | Member | Seven Bridges Private Equity Opportunities Fund III LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-04 | 2024-08-08 | 27 | Member | Seven Bridges Energy Opportunities Fund III LP | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-16 | 2024-08-01 | 15 | Spouse | Seven Bridges Multi-Strategy Fund Ltd. | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-08-16 | 2024-07-30 | 17 | Member | Seven Bridges Long/Short Equity Fund Series | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-08-16 | 2024-07-26 | 21 | Spouse | Seven Bridges Long/Short Equity Fund Ltd. | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AONAon plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GRMNGarmin Ltd. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CBChubb Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MSCIMSCI Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CMECME Group Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | APDAir Products and Chemicals, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MSCIMSCI Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GRMNGarmin Ltd. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CNCCentene Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | SYYSysco Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CBChubb Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | EXPDExpeditors International of Washington, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CBChubb Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | LMTLockheed Martin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MICRON SOLUTIONS INC NEW | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | INTUIntuit Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CATCaterpillar, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GRMNGarmin Ltd. Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | LMTLockheed Martin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CMECME Group Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | NKENike, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | CNCCentene Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | APDAir Products and Chemicals, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AONAon plc Class A Ordinary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | AONAon plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-16 | 2024-07-02 | 45 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-06 | 2024-06-13 | 23 | Spouse | WUWestern Union Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-03 | 19 | Spouse | Seven Bridges Long/Short Equity Fund Series | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-05-22 | 2024-04-22 | 30 | Spouse | Seven Bridges Long/Short Equity Fund Ltd. | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-05-22 | 2024-04-22 | 30 | Spouse | Seven Bridges Multi-Strategy Fund Ltd. | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-05-03 | 2024-04-30 | 3 | Spouse | PayJoy Asset Fund LLC | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-03-04 | 2024-02-21 | 12 | Spouse | SB DPC Fund LP | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-02-06 | 2024-02-01 | 5 | Spouse | Abdiel Qualified Onshore Partners, LP | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-02-06 | 2024-02-01 | 5 | Spouse | Seven Bridges Multi-Strategy Fund Ltd. | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-02-06 | 2024-01-29 | 8 | Spouse | Seven Bridges Long/Short Equity Fund Ltd. | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-02-06 | 2024-01-29 | 8 | Spouse | Seven Bridges Long/Short Equity Fund Series | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MSCIMSCI Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | SBUXStarbucks Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | LRCXLam Research Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | LMTLockheed Martin Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CATCaterpillar, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | INTUIntuit Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GISGeneral Mills, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CFGCitizens Financial Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MSCIMSCI Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MUMicron Technology, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | LMTLockheed Martin Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CRMSalesforce, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CATCaterpillar, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | INTUIntuit Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CFGCitizens Financial Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MSCIMSCI Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AMGNAmgen Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MUMicron Technology, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | LRCXLam Research Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CMECME Group Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MDTMedtronic plc. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | SBUXStarbucks Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MAMastercard Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | PKGPackaging Corporation of America | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GISGeneral Mills, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CBChubb Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CATCaterpillar, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CFGCitizens Financial Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | INTUIntuit Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AONAon plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CRMSalesforce, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GISGeneral Mills, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | COSTCostco Wholesale Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | QCOMQUALCOMM Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | QCOMQUALCOMM Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | MUMicron Technology, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AONAon plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | CRMSalesforce, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AONAon plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-23 | 14 | Spouse | LRCXLam Research Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-06 | 2024-01-16 | 21 | Spouse | Echo Street GoodCo Select, LP | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-08 | 29 | Spouse | Seven Bridges Private Equity Opportunities Fund III LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-08 | 29 | Spouse | Seven Bridges Energy Opportunities Fund III LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-06 | 2024-01-08 | 29 | Spouse | SB Venture Select Fund LP | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-02-06 | 2024-01-05 | 32 | Spouse | Echo Street GoodCo Select, LP | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-01-12 | 2024-01-01 | 11 | Member | J. Goldman, L.P. | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-01-12 | 2024-01-01 | 11 | Spouse | J. Goldman, L.P. | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-01-12 | 2023-12-31 | 12 | Spouse | Seven Bridges Multi-Strategy Fund Series | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-01-12 | 2023-12-31 | 12 | Spouse | Seven Bridges Multi-Strategy Fund LP | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-01-12 | 2023-12-31 | 12 | Member | Seven Bridges Multi-Strategy Fund Series | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | CFGCitizens Financial Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | ELEstee Lauder Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | PFEPfizer, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-12 | 31 | Spouse | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
407 assets with a value on the report filed 2024-07-29, 163 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Pinnacle Bank Account | Other | Spouse | $15,001 - $50,000 |
| Fidelity VIP Government Money Market Portfolio | Other | Spouse | $15,001 - $50,000 |
| Seven Bridges Emerging Markets Fund Series | Other | Spouse | $100,001 - $250,000 |
| Seven Bridges Long/Short Equity Fund Series | Other | Spouse | $1,000,001 - $5,000,000 |
| Seven Bridges Multi-Strategy Fund Series | Other | Spouse | $1,000,001 - $5,000,000 |
| Seven Bridges Strategic Equity Fund Series | Other | Spouse | $250,001 - $500,000 |
| Pinnacle Bank | Other | Spouse | $15,001 - $50,000 |
| Certificate of Deposit Account Registry Service | Other | Joint | $100,001 - $250,000 |
| Charles Schwab - Cash | Other | Joint | $1,001 - $15,000 |
| O'Shaughnessy Market Leaders Value Fund - Class I | Fund | Joint | $100,001 - $250,000 |
| Vanguard U.S. Value Factor ETF | Fund | Joint | $500,001 - $1,000,000 |
| Investment in Residential Properties | Other | Spouse | $15,001 - $50,000 |
| Acquisition Fund 2006 L.P. | Other | Spouse | $1,001 - $15,000 |
| Acquisition Fund 2007 L.P. | Other | Spouse | $50,001 - $100,000 |
| Acquisition Fund III L.P. | Other | Spouse | $15,001 - $50,000 |
| Acquisition Fund IV L.P. | Other | Spouse | $1,001 - $15,000 |
| Acquisition Fund V L.P. | Other | Spouse | $15,001 - $50,000 |
| Overseas Acquisition Fund II L.P. | Other | Spouse | $1,001 - $15,000 |
| Overseas Acquisition Fund III L.P. | Other | Spouse | $1,001 - $15,000 |
| Overseas Acquisition Fund IV L.P. | Other | Spouse | $1,001 - $15,000 |
| Real Estate Acquisition Fund L.P. | Other | Spouse | $1,001 - $15,000 |
| Venture Fund L.P. | Other | Spouse | $1,001 - $15,000 |
| Elm Street Hotel, LLC | Other | Spouse | Spouse/DC Over $1,000,000 |
| Elm Street Technology Holdings, LLC | Other | Spouse | None |
| Guerilla RF, Inc. | Other | Spouse | $15,001 - $50,000 |
| Pinnacle Bank Account | Other | Spouse | $15,001 - $50,000 |
| Brown Robin Partners I, LLC (Fund 2) | Other | Spouse | $100,001 - $250,000 |
| Brown Robin Partners LTH I, LLC (Fund 2 LTH) | Other | Spouse | $15,001 - $50,000 |
| BACBank of America Corporation | Stock | Spouse | $15,001 - $50,000 |
| ClearBridge Large Cap Growth Fd Class I | Fund | Spouse | $100,001 - $250,000 |
| Fidelity Cash Reserves | Fund | Spouse | $250,001 - $500,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2023 Term Treasury ETF | Other | Spouse | None |
| iShares iBonds Dec 2024 Term Corporate ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2024 Term Treasury ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2025 Term Corporate ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2025 Term Treasury ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2026 Term Corporate ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2026 Term Treasury ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares iBonds Dec 2027 Term Corporate ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2027 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2028 Term Corporate ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2029 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2030 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares MSCI USA Min Vol Factor ETF | Fund | Spouse | $500,001 - $1,000,000 |
| iShares Russell 1000 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Russell 1000 Value ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Russell 2000 Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell 2000 Value ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell Midcap Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell Mid-cap Value ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P 500 Growth ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares S&P Mid-Cap 400 Growth ETF | Fund | Spouse | None |
| iShares S&P Mid-Cap 400 Value ETF | Fund | Spouse | None |
| iShares S&P SmallCap 600 Value ETF | Fund | Spouse | None |
| iShares Treasury Floating Rate Bond ETF | Fund | Spouse | $500,001 - $1,000,000 |
| SPDR Select Sector Fund - Consumer Staples | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Health Care | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Technology | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Utilities | Fund | Spouse | None |
| ABTAbbott Laboratories | Stock | Spouse | $50,001 - $100,000 |
| ABBVAbbVie Inc. | Stock | Spouse | $15,001 - $50,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $50,001 - $100,000 |
| APDAir Products and Chemicals, Inc. | Stock | Spouse | $50,001 - $100,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $50,001 - $100,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Spouse | $15,001 - $50,000 |
| AONAon plc Class A Ordinary Shares | Stock | Spouse | $50,001 - $100,000 |
| AAPLApple Inc. | Stock | Spouse | $100,001 - $250,000 |
| CATCaterpillar, Inc. | Stock | Spouse | $50,001 - $100,000 |
| CNCCentene Corporation | Stock | Spouse | $15,001 - $50,000 |
| CBChubb Limited | Stock | Spouse | $50,001 - $100,000 |
| CFGCitizens Financial Group, Inc. | Stock | Spouse | None |
| CMECME Group Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| ELEstee Lauder Companies, Inc. | Stock | Spouse | None |
| EXPDExpeditors International of Washington, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Fidelity Cash Reserves | Fund | Spouse | $100,001 - $250,000 |
| GISGeneral Mills, Inc. | Stock | Spouse | $15,001 - $50,000 |
| HDHome Depot, Inc. | Stock | Spouse | $50,001 - $100,000 |
| INTUIntuit Inc. | Stock | Spouse | $50,001 - $100,000 |
| JNJJohnson & Johnson | Stock | Spouse | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $50,001 - $100,000 |
| LRCXLam Research Corporation | Stock | Spouse | $50,001 - $100,000 |
| LMTLockheed Martin Corporation | Stock | Spouse | $15,001 - $50,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Spouse | None |
| MUMicron Technology, Inc. | Stock | Spouse | $50,001 - $100,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $100,001 - $250,000 |
| NKENike, Inc. | Stock | Spouse | $15,001 - $50,000 |
| NVDANVIDIA Corporation | Stock | Spouse | $100,001 - $250,000 |
| PKGPackaging Corporation of America | Stock | Spouse | $15,001 - $50,000 |
| PYPLPayPal Holdings, Inc. | Stock | Spouse | None |
| PFEPfizer, Inc. | Stock | Spouse | None |
| PGProcter & Gamble Company | Stock | Spouse | $15,001 - $50,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $15,001 - $50,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $15,001 - $50,000 |
| SYYSysco Corporation | Stock | Spouse | $15,001 - $50,000 |
| TJXTJX Companies, Inc. | Stock | Spouse | $15,001 - $50,000 |
| VVisa Inc. | Stock | Spouse | $50,001 - $100,000 |
| WMTWalmart Inc. | Stock | Spouse | $50,001 - $100,000 |
| DISWalt Disney Company | Stock | Spouse | None |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| BBYBest Buy Co., Inc. | Stock | Spouse | $1,001 - $15,000 |
| BMYBristol-Myers Squibb Company | Stock | Spouse | $1,001 - $15,000 |
| CAHCardinal Health, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CHDChurch & Dwight Company, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company | Stock | Spouse | $15,001 - $50,000 |
| Fidelity Cash Reserves | Fund | Spouse | $1,001 - $15,000 |
| GISGeneral Mills, Inc. | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| KMBKimberly-Clark Corporation | Stock | Spouse | $1,001 - $15,000 |
| KRKroger Company | Stock | Spouse | $1,001 - $15,000 |
| LDOSLeidos Holdings, Inc. | Stock | Spouse | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| MSMorgan Stanley | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Spouse | $1,001 - $15,000 |
| TGTTarget Corporation | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| Investment Property | Other | Member | $15,001 - $50,000 |
| ClearBridge Large Cap Growth Fd Class I | Fund | Spouse | $100,001 - $250,000 |
| ECLEcolab Inc. | Stock | Spouse | $15,001 - $50,000 |
| Fidelity Cash Reserves | Fund | Spouse | $100,001 - $250,000 |
| iShares Core High Dividend ETF | Fund | Spouse | None |
| iShares Core S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Core S&P Mid-Cap ETF | Fund | Spouse | None |
| iShares Core S&P Small-Cap ETF | Fund | Spouse | None |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2023 Term Treasury ETF | Other | Spouse | None |
| iShares iBonds Dec 2024 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2024 Term Treasury ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2025 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2028 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2029 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2030 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares MSCI USA Min Vol Factor ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Russell 1000 ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares Russell 1000 Value ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Russell 2000 ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell Mid-Cap ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P 500 Growth ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Treasury Floating Rate Bond ETF | Fund | Spouse | None |
| SPDR Select Sector Fund - Consumer Staples | Fund | Spouse | $50,001 - $100,000 |
| SPDR Select Sector Fund - Health Care | Fund | Spouse | $50,001 - $100,000 |
| SPDR Select Sector Fund - Technology | Fund | Spouse | $100,001 - $250,000 |
| SPDR Select Sector Fund - Utilities | Fund | Spouse | $50,001 - $100,000 |
| ABTAbbott Laboratories | Stock | Spouse | $15,001 - $50,000 |
| ABBVAbbVie Inc. | Stock | Spouse | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| APDAir Products and Chemicals, Inc. | Stock | Spouse | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AONAon plc Class A Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Spouse | $15,001 - $50,000 |
| CATCaterpillar, Inc. | Stock | Spouse | $15,001 - $50,000 |
| CNCCentene Corporation | Stock | Spouse | $1,001 - $15,000 |
| CBChubb Limited | Stock | Spouse | $1,001 - $15,000 |
| CFGCitizens Financial Group, Inc. | Stock | Spouse | None |
| CMECME Group Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| ELEstee Lauder Companies, Inc. | Stock | Spouse | None |
| EXPDExpeditors International of Washington, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Cash Reserves | Fund | Spouse | $50,001 - $100,000 |
| GISGeneral Mills, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| INTUIntuit Inc. | Stock | Spouse | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $15,001 - $50,000 |
| LRCXLam Research Corporation | Stock | Spouse | $15,001 - $50,000 |
| LMTLockheed Martin Corporation | Stock | Spouse | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Spouse | None |
| MUMicron Technology, Inc. | Stock | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $15,001 - $50,000 |
| NKENike, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Spouse | $15,001 - $50,000 |
| PKGPackaging Corporation of America | Stock | Spouse | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. | Stock | Spouse | None |
| PFEPfizer, Inc. | Stock | Spouse | None |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Spouse | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | None |
| Fidelity Blue Chip Growth Fund | Fund | Member | $100,001 - $250,000 |
| Fidelity Cash Reserves | Fund | Member | $50,001 - $100,000 |
| iShares Core High Dividend ETF | Fund | Member | None |
| iShares Core S&P 500 ETF | Fund | Member | $100,001 - $250,000 |
| iShares Core S&P Mid-Cap ETF | Fund | Member | $15,001 - $50,000 |
| iShares Core S&P Small-Cap ETF | Fund | Member | $15,001 - $50,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares iBonds Dec 2023 Term Treasury ETF | Other | Member | None |
| iShares iBonds Dec 2024 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2024 Term Treasury ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Treasury ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Treasury ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Treasury ETF | Fund | Member | $1,001 - $15,000 |
| iShares iBonds Dec 2028 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2029 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2030 Term Corporate ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $250,001 - $500,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $50,001 - $100,000 |
| iShares Russell 2000 ETF | Fund | Member | None |
| iShares Russell 2000 Growth ETF | Fund | Member | None |
| iShares Russell 2000 Value ETF | Fund | Member | None |
| iShares Russell Mid-Cap ETF | Fund | Member | None |
| iShares Russell Midcap Growth ETF | Fund | Member | None |
| iShares S&P 500 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares S&P 500 Value ETF | Fund | Member | $50,001 - $100,000 |
| iShares Treasury Floating Rate Bond ETF | Fund | Member | None |
| SPDR Select Sector Fund - Health Care | Fund | Member | $50,001 - $100,000 |
| SPDR Select Sector Fund - Technology | Fund | Member | $100,001 - $250,000 |
| BRBSBlue Ridge Bankshares, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Fidelity Blue Chip Growth Fund | Fund | Spouse | $100,001 - $250,000 |
| Fidelity Cash Reserves | Fund | Spouse | $15,001 - $50,000 |
| iShares Core High Dividend ETF | Fund | Spouse | None |
| iShares Core S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2023 Term Treasury ETF | Other | Spouse | None |
| iShares iBonds Dec 2024 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2024 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2028 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2029 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2030 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell 1000 Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell 1000 Value ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Russell 2000 ETF | Fund | Spouse | None |
| iShares Russell 2000 Value ETF | Fund | Spouse | None |
| iShares Russell Mid-cap Value ETF | Fund | Spouse | None |
| iShares S&P 500 Growth ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P Mid-Cap 400 Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P Mid-Cap 400 Value ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P SmallCap 600 Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P SmallCap 600 Value ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Treasury Floating Rate Bond ETF | Fund | Spouse | None |
| SPDR Select Sector Fund - Health Care | Fund | Spouse | $100,001 - $250,000 |
| SPDR Select Sector Fund - Technology | Fund | Spouse | $100,001 - $250,000 |
| Upper90 Fund II LP | Other | Spouse | $100,001 - $250,000 |
| ALLYAlly Financial Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMPAmeriprise Financial, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| BBYBest Buy Co., Inc. | Stock | Spouse | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Cash Reserves | Fund | Spouse | $1,001 - $15,000 |
| LRCXLam Research Corporation | Stock | Spouse | $1,001 - $15,000 |
| METMetLife, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NXPINXP Semiconductors N.V. | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Spouse | $1 - $1,000 |
| VOYAVoya Financial, Inc. | Stock | Spouse | $1,001 - $15,000 |
| WUWestern Union Company | Stock | Spouse | $1,001 - $15,000 |
| Northern Trust Company | Bond | Spouse | Undetermined |
| Consumer Physics | Other | Spouse | $1,001 - $15,000 |
| AvidXchange | Other | Spouse | None |
| OptiVia Medical, LLC | Other | Spouse | $1,001 - $15,000 |
| Piedmont Pharmaceuticals | Other | Spouse | $15,001 - $50,000 |
| Sensory Analytics | Other | Spouse | $1,001 - $15,000 |
| Protochips | Other | Spouse | $50,001 - $100,000 |
| Pinnacle Bank Accounts | Other | Joint | $15,001 - $50,000 |
| Fidelity VIP Government Money Market Portfolio | Other | Member | $100,001 - $250,000 |
| Seven Bridges Emerging Markets Fund Series | Other | Member | $500,001 - $1,000,000 |
| Seven Bridges Long/Short Equity Fund Series | Other | Member | $500,001 - $1,000,000 |
| Seven Bridges Multi-Strategy Fund Series | Other | Member | $5,000,001 - $25,000,000 |
| Seven Bridges Strategic Equity Fund Series | Other | Member | $1,000,001 - $5,000,000 |
| Elm Street Technology LLC | Other | Spouse | None |
| Investment in Commercial Property | Other | Spouse | $500,001 - $1,000,000 |
| Reservoir Capital Partners, LP | Other | Spouse | $250,001 - $500,000 |
| SBLS SPV LLC | Other | Spouse | $15,001 - $50,000 |
| Seven Bridges Long/Short Equity Fund Ltd. | Other | Spouse | $500,001 - $1,000,000 |
| Seven Bridges Multi-Strategy Fund Ltd. | Other | Spouse | $1,000,001 - $5,000,000 |
| Patents | Other | Spouse | None |
| Stonefield Cellars Winery | Other | Spouse | $1,001 - $15,000 |
| Elm Street Center, LLC | Other | Spouse | $250,001 - $500,000 |
| Pinnacle Bank Account | Other | Member | $100,001 - $250,000 |
| Fidelity Money Market Fund | Fund | Member | None |
| Fidelity Cash Reserves | Fund | Member | $15,001 - $50,000 |
| iShares Core S&P 500 ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2023 Term Treasury ETF | Other | Member | None |
| iShares iBonds Dec 2024 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2024 Term Treasury ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2025 Term Treasury ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2026 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares iBonds Dec 2028 Term Corporate ETF | Fund | Member | $15,001 - $50,000 |
| iShares S&P 500 Growth ETF | Fund | Member | $50,001 - $100,000 |
| iShares S&P 500 Value ETF | Fund | Member | $15,001 - $50,000 |
| Echo Street GoodCo Select, LP | Other | Spouse | None |
| Melvin Capital LP | Other | Spouse | None |
| Pinnacle Bank Account | Other | Spouse | $100,001 - $250,000 |
| RA Capital Healthcare Fund, L.P. | Other | Spouse | $100,001 - $250,000 |
| Rock Springs Capital Fund LP | Other | Spouse | $250,001 - $500,000 |
| SBLS SPV LLC | Other | Spouse | $100,001 - $250,000 |
| Seven Bridges Multi-Strategy Fund LP | Other | Spouse | None |
| Whale Rock Long Opportunities Fund, LP | Other | Spouse | $250,001 - $500,000 |
| Next Century Spirits, LLC | Other | Spouse | $100,001 - $250,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $15,001 - $50,000 |
| AvidXchange Holdings, Inc. - Common Stock | Stock | Spouse | $250,001 - $500,000 |
| Fidelity Money Market Fund | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Fidelity Cash Reserves | Fund | Spouse | $250,001 - $500,000 |
| iShares Core High Dividend ETF | Fund | Spouse | None |
| iShares Core S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2023 Term Treasury ETF | Other | Spouse | None |
| iShares iBonds Dec 2024 Term Corporate ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2024 Term Treasury ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2025 Term Corporate ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2025 Term Treasury ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2026 Term Corporate ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2026 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2027 Term Corporate ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares iBonds Dec 2027 Term Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2028 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2029 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBonds Dec 2031 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell 1000 ETF | Fund | Spouse | $500,001 - $1,000,000 |
| iShares Russell 1000 Growth ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares Russell 1000 Value ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares Russell 2000 Growth ETF | Fund | Spouse | None |
| iShares Russell 2000 Value ETF | Fund | Spouse | None |
| iShares Russell Midcap Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell Mid-cap Value ETF | Fund | Spouse | None |
| iShares S&P 500 Growth ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares Select Dividend ETF | Fund | Spouse | None |
| iShares Treasury Floating Rate Bond ETF | Fund | Spouse | None |
| iShares Trust iShares iBonds Dec 2032 Term Corporate ETF | Fund | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $15,001 - $50,000 |
| SPDR Select Sector Fund - Technology | Fund | Spouse | $15,001 - $50,000 |
| ABTAbbott Laboratories | Stock | Spouse | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Spouse | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| APDAir Products and Chemicals, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| AONAon plc Class A Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $15,001 - $50,000 |
| CATCaterpillar, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CNCCentene Corporation | Stock | Spouse | $1,001 - $15,000 |
| CBChubb Limited | Stock | Spouse | $1,001 - $15,000 |
| CFGCitizens Financial Group, Inc. | Stock | Spouse | None |
| CMECME Group Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| ELEstee Lauder Companies, Inc. | Stock | Spouse | None |
| EXPDExpeditors International of Washington, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Cash Reserves | Fund | Spouse | $15,001 - $50,000 |
| GISGeneral Mills, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| INTUIntuit Inc. | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| LRCXLam Research Corporation | Stock | Spouse | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Spouse | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Spouse | None |
| MUMicron Technology, Inc. | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $15,001 - $50,000 |
| NKENike, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Spouse | $15,001 - $50,000 |
| PKGPackaging Corporation of America | Stock | Spouse | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. | Stock | Spouse | None |
| PFEPfizer, Inc. | Stock | Spouse | None |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Spouse | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | None |
| Fidelity Money Market Fund | Fund | Spouse | $500,001 - $1,000,000 |
| Seven Bridges Private Equity Opportunities Fund II, LP | Other | Spouse | $250,001 - $500,000 |
| Triad Business Bank | Other | Spouse | $50,001 - $100,000 |
| Investment in Commercial Building | Other | Spouse | $50,001 - $100,000 |
| Truist Accounts | Other | Spouse | $1,001 - $15,000 |
| ECLEcolab Inc. | Stock | Spouse | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $250,001 - $500,000 |
| Wonder Media Network, LLC | Other | Spouse | $500,001 - $1,000,000 |
How reports are read: holdings methodology.