Rep. Kathy Manning Stock Trades

Rep. Kathy Manning (NC-06) executed a large portfolio rebalancing on July 2, 2024, involving approximately 60+ transactions across multiple trusts and accounts managed through MV Capital. Trading activity included purchases of blue-chip stocks (MSFT $15,001-$50,000, GRMN $50,001-$100,000, AAPL, JNJ, COST) and sales of positions (NKE $15,001-$50,000, NVDA $15,001-$50,000, AON $15,001-$50,000), plus significant hedge fund transactions totaling up to $1.5 million (Seven Bridges funds).

Rep. Kathy Manning (NC-06) executed extensive portfolio rebalancing on January 23, 2024, selling positions in tech stocks (AAPL, GOOGL, GOOG, INTU, LRCX, QCOM, MU) and purchasing positions in blue-chip stocks (ABBV, AMGN, AON, CB, CFG, CME, COST, JNJ, LMT, MA, MDT, MRK, MSFT, MSCI, NKE, PG, CRM). Transactions ranged from $1,001-$50,000 per position, with notable larger purchases in CFG ($15,001-$50,000), COST ($15,001-$50,000), and CRM ($15,001-$50,000). Additional activity included sales of hedge fund positions (Echo Street GoodCo Select LP: $500,001-$1,000,000 partial sale on 1/5, $15,001-$50,000 sale on 1/16) and a purchase in Abdiel Qualified Onshore Partners LP hedge fund ($500,001-$1,000,000) on February 1, 2024.

Rep. Kathy Manning (NC-06) made multiple stock purchases on 12/12/2023 and hedge fund investments on 01/01/2023 and 12/31/2023, totaling significant amounts across various trusts and accounts. Key purchases included Citizens Financial Group (CFG), Estee Lauder (EL), Medtronic (MDT), PayPal (PYPL), Pfizer (PFE), and Disney (DIS), with amounts ranging from $1,001 to over $1,000,000 in hedge fund positions (J. Goldman L.P. and Seven Bridges Multi-Strategy Fund).

Rep. Kathy Manning (NC-06) executed a large-scale rebalancing portfolio on 04/28/2023, purchasing blue-chip stocks including Microsoft ($15,001-$50,000), and numerous other tech, healthcare, financial, and consumer stocks in the $1,001-$15,000 range (including AAPL, MSFT, GOOGL, NVDA, AMGN, JPM, INTU), while simultaneously selling partial positions in ABBV, GOOGL, CAT, CB, EL, LMT, MU, NKE, PG, SBUX, TJX, WMT, and DIS across multiple trust accounts.