Kathy E. Manning (D-NC-6), a former Democratic member of the House, has disclosed 805 trades since 2021: 461 purchases worth about $12.11M and 344 sales worth about $17.85M, in 159 stocks. Most traded: NVDA, MSFT, GOOGL. As a portfolio, their stock holdings and trades returned +8.2% from Jan 2021, against +56.3% for the S&P 500. Trades took a median 21 days to be disclosed; 50 came late.
Kathy E. Manning’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2021: +8.2%, against +56.3% for SPY; the largest fall on the way was -40.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy E. Manning | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy E. Manning | Nov 2023 | +29.9% | +35.9% | -6.0% | +25.3% | -5.5% | 2.16 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy E. Manning | Nov 2021 | -1.7% | +26.8% | -28.5% | -0.5% | -39.5% | 0.07 | 1.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy E. Manning | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy E. Manning | Jan 2021 | +8.2% | +56.3% | -48.2% | +2.0% | -40.1% | 0.20 | 1.01 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Technology | Closed | – | – | 13 | 7 | 6 | $80.50K | $164.00K | -117.9% | Dec 12, 2023 |
| NVDANvidia Corp | Technology | Closed | – | – | 21 | 10 | 11 | $104.51K | $137.01K | +955.4% | Jul 2, 2024 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 19 | 17 | 2 | $209.51K | $16.00K | -10.1% | Jul 2, 2024 |
| VVisa Inc. | Financial Services | Closed | – | – | 13 | 6 | 7 | $72.50K | $123.00K | +15.6% | Jul 2, 2024 |
| AAPLApple Inc. | Technology | Closed | – | – | 17 | 9 | 8 | $96.50K | $88.50K | +20.7% | Jul 2, 2024 |
| ELEstee Lauder Companies Inc | Consumer Staples | Closed | – | – | 13 | 3 | 10 | $24.00K | $129.01K | -148.4% | Dec 12, 2023 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 13 | 9 | 4 | $96.50K | $56.50K | -66.0% | Jul 2, 2024 |
| NOWServiceNow, Inc. | Technology | Closed | – | – | 6 | 4 | 2 | $81.00K | $65.00K | -73.2% | Jun 15, 2022 |
| CFGCitizens Financial Group Inc/Ri | Financial Services | Closed | – | – | 12 | 8 | 4 | $88.50K | $56.50K | +17.6% | Jan 23, 2024 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 18 | 4 | 14 | $32.00K | $112.01K | +61.0% | Jul 2, 2024 |
| LRCXLam Research Corp | Technology | Closed | – | – | 11 | 7 | 4 | $80.50K | $56.50K | +228.4% | Jul 2, 2024 |
| INTUIntuit Inc. | Technology | Closed | – | – | 14 | 7 | 7 | $56.00K | $80.50K | -106.8% | Jul 2, 2024 |
| NKENIKE, Inc. | Consumer Discretionary | Closed | – | – | 13 | 5 | 8 | $40.00K | $88.50K | -131.9% | Jul 2, 2024 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 13 | 1 | 12 | $8.00K | $120.51K | -61.7% | Aug 9, 2024 |
| ASMLAsml Holding Nv | Technology | Closed | – | – | 4 | 3 | 1 | $48.50K | $75.00K | +79.3% | Jun 10, 2022 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Seven Bridges Emerging Markets Fund SeriesFund | Self | Sell | $500K–$1M | Dec 31, 2024 | Jan 27, 2025 | 27d | – | – | |
| Seven Bridges Emerging Markets Fund SeriesFund | Spouse | Sell | $100K–$250K | Dec 31, 2024 | Jan 27, 2025 | 27d | – | – | |
| Seven Bridges Long/Short Equity Fund Ltd.Fund | Spouse | Sell (Partial) | $15K–$50K | Jan 1, 2025 | Jan 27, 2025 | 26d | – | – | |
| Seven Bridges Long/Short Equity Fund SeriesFund | Self | Sell (Partial) | $50K–$100K | Jan 1, 2025 | Jan 27, 2025 | 26d | – | – | |
| Seven Bridges Long/Short Equity Fund SeriesFund | Spouse | Sell (Partial) | $15K–$50K | Jan 1, 2025 | Jan 27, 2025 | 26d | – | – | |
| Seven Bridges Multi-Strategy Fund Ltd.Fund | Spouse | Sell (Partial) | $100K–$250K | Dec 31, 2024 | Jan 27, 2025 | 27d | – | – | |
| Seven Bridges Strategic Equity Fund SeriesFund | Self | Sell | $1M–$5M | Dec 31, 2024 | Jan 27, 2025 | 27d | – | – | |
| Seven Bridges Strategic Equity Fund SeriesFund | Spouse | Sell | $250K–$500K | Dec 31, 2024 | Jan 27, 2025 | 27d | – | – | |
| Seven Bridges Long/Short Equity Fund Ltd.Fund | Spouse | Sell (Partial) | $15K–$50K | Oct 25, 2024 | Nov 5, 2024 | 11d | – | – | |
| Seven Bridges Long/Short Equity Fund SeriesFund | Self | Sell (Partial) | $100K–$250K | Oct 28, 2024 | Nov 5, 2024 | 8d | – | – | |
| Seven Bridges Multi-Strategy Fund Ltd.Fund | Spouse | Buy | $15K–$50K | Oct 25, 2024 | Nov 5, 2024 | 11d | – | – | |
| Silver Point Distressed Opportunity Institutional Partners II, L.P.Fund | Self | Buy | $15K–$50K | Sep 3, 2024 | Oct 5, 2024 | 32d | – | – | |
| PFEPfizer, Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 9, 2024 | Sep 4, 2024 | 26d | +7.6% | -33.6% | |
| SB DPC Fund LPFund | Self | Buy | $15K–$50K | Aug 29, 2024 | Sep 4, 2024 | 6d | – | – | |
| Seven Bridges Energy Opportunities Fund III LPFund | Self | Buy | $50K–$100K | Aug 8, 2024 | Sep 4, 2024 | 27d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Kathy E. Manning (D-NC-6), a former Democratic member of the House, has disclosed 805 trades since 2021: 461 purchases worth about $12.11M and 344 sales worth about $17.85M, in 159 stocks. Most traded: NVDA, MSFT, GOOGL. As a portfolio, their stock holdings and trades returned +8.2% from Jan 2021, against +56.3% for the S&P 500. Trades took a median 21 days to be disclosed; 50 came late.
As a portfolio, their stock holdings and trades returned +8.2% from January 2021 to November 2026, against +56.3% for the S&P 500, with a largest fall of -40.1%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 21 days to be disclosed. 50 of 805 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.