Kathy Manning
Trades
111
55 buy / 56 sell
Buy Win Rate
70%
53 buy trades scored
Avg. Buy Return
+22.6%
Dollar-weighted avg
vs S&P 500
-8.5%
Same holding periods
Trading Performance
Based on 53 buys scored
Avg. Buy Return+22.6%
S&P 500 (same periods)+31.1%
Alpha vs S&P 500-8.5%
Buy Win Rate70%
Sell Timing63%
Buy / Sell Trades68 / 71
Buy/Sell Ratio1.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
111 trades disclosed
Echo Street GoodCo Select, LP
Type:
Sell
Date
Jan 16, 2024
Echo Street GoodCo Select, LP
Type:
Sell
Date
Jan 5, 2024
Seven Bridges Strategic Equity Fund
Type:
Sell
Date
Dec 31, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Jan 1, 2025
Seven Bridges Multi-Strategy Fund
Type:
Sell
Date
Dec 31, 2024
Seven Bridges Multi-Strategy Fund
Type:
Buy
Date
Oct 25, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Oct 28, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Oct 25, 2024
U
Silver Point Distressed Opportunity
Type:
Buy
Date
Sep 3, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Aug 9, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 9, 2024
SB DPC Fund LP [HN
Type:
Buy
Date
Aug 29, 2024
Seven Bridges Private Equity
Type:
Buy
Date
Aug 8, 2024
CNC
Centene Corporation Common Stock
Type:
Buy
Date
Jul 2, 2024
CB
Chubb Limited Common Stock
Type:
Sell
Date
Jul 2, 2024
CME
CME Group Inc. - Class A Common
Type:
Sell
Date
Jul 2, 2024
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Jul 2, 2024
EXPD
Expeditors International of
Type:
Buy
Date
Jul 2, 2024
GRMN
Garmin Ltd. Common Stock
Type:
Buy
Date
Jul 2, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Jul 2, 2024
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Jul 2, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jul 2, 2024
LRCX
Lam Research Corporation -
Type:
Buy
Date
Jul 2, 2024
LMT
Lockheed Martin Corporation
Type:
Sell
Date
Jul 2, 2024
MA
Mastercard Incorporated Common
Type:
Buy
Date
Jul 2, 2024
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Jul 2, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Jul 2, 2024
MU
MICRON SOLUTIONS INC NEW
Type:
Buy
Date
Jul 2, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Jul 2, 2024
NVDA
NVIDIA Corporation - Common
Type:
Sell
Date
Jul 2, 2024
PKG
Packaging Corporation of America
Type:
Buy
Date
Jul 2, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Jul 2, 2024
CRM
Salesforce, Inc. Common Stock
Type:
Buy
Date
Jul 2, 2024
SYY
Sysco Corporation Common Stock
Type:
Buy
Date
Jul 2, 2024
TJX
TJX Companies, Inc.
Type:
Buy
Date
Jul 2, 2024
V
Visa Inc.
Type:
Buy
Date
Jul 2, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Jul 2, 2024
WMT
Walmart Inc. Common Stock
Type:
Sell
Date
Jul 2, 2024
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Jul 2, 2024
MSCI
MSCI Inc. Common Stock
Type:
Buy
Date
Jul 2, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Jul 2, 2024
Seven Bridges Multi-Strategy Fund
Type:
Buy
Date
Aug 1, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Jul 30, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Jul 26, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Jul 2, 2024
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Jul 2, 2024
ACN
Accenture plc Class A Ordinary
Type:
Sell
Date
Jul 2, 2024
APD
Air Products and Chemicals, Inc.
Type:
Sell
Date
Jul 2, 2024
GOOGL
Alphabet Inc. - Class A Common
Type:
Sell
Date
Jul 2, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Jul 2, 2024
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Jul 2, 2024
AON
Aon plc Class A Ordinary Shares
Type:
Sell
Date
Jul 2, 2024
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Jul 2, 2024
WU
Western Union Company
Type:
Sell
Date
Jun 13, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Apr 22, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
May 3, 2024
Seven Bridges Multi-Strategy Fund
Type:
Buy
Date
Apr 22, 2024
PayJoy Asset Fund LLC [HN
Type:
Buy
Date
Apr 30, 2024
SB DPC Fund LP [HN
Type:
Buy
Date
Feb 21, 2024
ABT
Abbott Laboratories
Type:
Sell
Date
Jan 23, 2024
ABBV
AbbVie Inc.
Type:
Buy
Date
Jan 23, 2024
ACN
Accenture plc Class A Ordinary
Type:
Sell
Date
Jan 23, 2024
GOOGL
Alphabet Inc. - Class A
Type:
Sell
Date
Jan 23, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Jan 23, 2024
PKG
Packaging Corporation of America
Type:
Sell
Date
Jan 23, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Jan 23, 2024
QCOM
QUALCOMM Incorporated
Type:
Sell
Date
Jan 23, 2024
AMGN
Amgen Inc.
Type:
Buy
Date
Jan 23, 2024
AON
Aon plc Class A Ordinary Shares
Type:
Buy
Date
Jan 23, 2024
Seven Bridges Multi-Strategy Fund
Type:
Buy
Date
Feb 1, 2024
CAT
Caterpillar, Inc.
Type:
Sell
Date
Jan 23, 2024
CB
Chubb Limited
Type:
Buy
Date
Jan 23, 2024
CME
CME Group Inc. - Class A
Type:
Buy
Date
Jan 23, 2024
COST
Costco Wholesale Corporation
Type:
Buy
Date
Jan 23, 2024
GIS
General Mills, Inc.
Type:
Sell
Date
Jan 23, 2024
INTU
Intuit Inc.
Type:
Sell
Date
Jan 23, 2024
JNJ
Johnson & Johnson
Type:
Buy
Date
Jan 23, 2024
JPM
JP Morgan Chase & Co.
Type:
Sell
Date
Jan 23, 2024
LRCX
Lam Research Corporation
Type:
Sell
Date
Jan 23, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Jan 23, 2024
MA
Mastercard Incorporated
Type:
Buy
Date
Jan 23, 2024
MDT
Medtronic plc. Ordinary Shares
Type:
Buy
Date
Jan 23, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Jan 23, 2024
MU
Micron Technology, Inc.
Type:
Sell
Date
Jan 23, 2024
MSFT
Microsoft Corporation
Type:
Buy
Date
Jan 23, 2024
MSCI
MSCI Inc.
Type:
Buy
Date
Jan 23, 2024
NKE
Nike, Inc.
Type:
Buy
Date
Jan 23, 2024
CRM
Salesforce, Inc.
Type:
Buy
Date
Jan 23, 2024
SBUX
Starbucks Corporation
Type:
Sell
Date
Jan 23, 2024
SBUX
Starbucks Corporation
Type:
Sell
Date
Jan 23, 2024
SYY
Sysco Corporation
Type:
Buy
Date
Jan 23, 2024
TJX
TJX Companies, Inc.
Type:
Buy
Date
Jan 23, 2024
V
Visa Inc.
Type:
Sell
Date
Jan 23, 2024
WMT
Walmart Inc.
Type:
Buy
Date
Jan 23, 2024
CFG
Citizens Financial Group, Inc.
Type:
Buy
Date
Jan 23, 2024
Echo Street GoodCo Select, LP [HN
Type:
Sell
Date
Jan 16, 2024
Seven Bridges Private Equity
Type:
Buy
Date
Jan 8, 2024
Echo Street GoodCo Select, LP [HN
Type:
Sell
Date
Jan 5, 2024
AAPL
Apple Inc.
Type:
Sell
Date
Jan 23, 2024
Seven Bridges Long/Short Equity
Type:
Sell
Date
Jan 29, 2024
J. Goldman, L.P. [HN
Type:
Buy
Date
Jan 1, 2024
J. Goldman, L.P. [HN
Type:
Buy
Date
Jan 1, 2024
Seven Bridges Multi-Strategy Fund
Type:
Sell
Date
Dec 31, 2023
Seven Bridges Multi-Strategy Fund
Type:
Sell
Date
Dec 31, 2023
Seven Bridges Multi-Strategy Fund
Type:
Sell
Date
Dec 31, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Dec 12, 2023
PYPL
PayPal Holdings, Inc.
Type:
Sell
Date
Dec 12, 2023
PFE
Pfizer, Inc.
Type:
Sell
Date
Dec 12, 2023
DIS
Walt Disney Company
Type:
Sell
Date
Dec 12, 2023
CFG
Citizens Financial Group, Inc.
Type:
Sell
Date
Dec 12, 2023
EL
Estee Lauder Companies, Inc.
Type:
Sell
Date
Dec 12, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Jan 16, 2024 | Echo Street GoodCo Select, LP | Sell | $15k - $50k | Date uncertain |
| Jan 5, 2024 | Echo Street GoodCo Select, LP | Sell | $500k - $1M | Date uncertain |
| Dec 31, 2024 | Seven Bridges Strategic Equity Fund | Sell | $1M - $5M | +27dFiling |
| Jan 1, 2025 | Seven Bridges Long/Short Equity | Sell | $15k - $50k | +26dFiling |
| Dec 31, 2024 | Seven Bridges Multi-Strategy Fund | Sell | $100k - $250k | +27dFiling |
| Oct 25, 2024 | Seven Bridges Multi-Strategy Fund | Buy | $15k - $50k | +11dFiling |
| Oct 28, 2024 | Seven Bridges Long/Short Equity | Sell | $100k - $250k | +8dFiling |
| Oct 25, 2024 | Seven Bridges Long/Short Equity | Sell | $15k - $50k | +11dFiling |
| Sep 3, 2024 | U Silver Point Distressed Opportunity | Buy | $15k - $50k | +32dFiling |
| Aug 9, 2024 | PFE Pfizer, Inc. Common Stock | Sell | $1k - $15k | +26dFiling |
| Aug 9, 2024 | SBUX Starbucks Corporation - Common | Sell | $1k - $15k | +26dFiling |
| Aug 29, 2024 | SB DPC Fund LP [HN | Buy | $15k - $50k | +6dFiling |
| Aug 8, 2024 | Seven Bridges Private Equity | Buy | $15k - $50k | +27dFiling |
| Jul 2, 2024 | CNC Centene Corporation Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | CB Chubb Limited Common Stock | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | CME CME Group Inc. - Class A Common | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | EXPD Expeditors International of | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | GRMN Garmin Ltd. Common Stock | Buy | $50k - $100k | +45dFiling |
| Jul 2, 2024 | HD Home Depot, Inc. | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | INTU Intuit Inc. - Common Stock | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | LRCX Lam Research Corporation - | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | LMT Lockheed Martin Corporation | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | MA Mastercard Incorporated Common | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | MDT Medtronic plc. Ordinary Shares | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | MRK Merck & Company, Inc. Common | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | MU MICRON SOLUTIONS INC NEW | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | NKE Nike, Inc. Common Stock | Sell | $15k - $50k | +45dFiling |
| Jul 2, 2024 | NVDA NVIDIA Corporation - Common | Sell | $15k - $50k | +45dFiling |
| Jul 2, 2024 | PKG Packaging Corporation of America | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | CRM Salesforce, Inc. Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | SYY Sysco Corporation Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | TJX TJX Companies, Inc. | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | V Visa Inc. | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | PG Procter & Gamble Company | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | WMT Walmart Inc. Common Stock | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | MSCI MSCI Inc. Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +45dFiling |
| Aug 1, 2024 | Seven Bridges Multi-Strategy Fund | Buy | $100k - $250k | +15dFiling |
| Jul 30, 2024 | Seven Bridges Long/Short Equity | Sell | $500k - $1M | +17dFiling |
| Jul 26, 2024 | Seven Bridges Long/Short Equity | Sell | $100k - $250k | +21dFiling |
| Jul 2, 2024 | MSFT Microsoft Corporation - Common | Buy | $15k - $50k | +45dFiling |
| Jul 2, 2024 | ABT Abbott Laboratories Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | ACN Accenture plc Class A Ordinary | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | APD Air Products and Chemicals, Inc. | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | GOOGL Alphabet Inc. - Class A Common | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | +45dFiling |
| Jul 2, 2024 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 2, 2024 | AON Aon plc Class A Ordinary Shares | Sell | $15k - $50k | +45dFiling |
| Jul 2, 2024 | CAT Caterpillar, Inc. Common Stock | Sell | $1k - $15k | +45dFiling |
| Jun 13, 2024 | WU Western Union Company | Sell | $1k - $15k | +23dFiling |
| Apr 22, 2024 | Seven Bridges Long/Short Equity | Sell | $100k - $250k | +30dFiling |
| May 3, 2024 | Seven Bridges Long/Short Equity | Sell | $500k - $1M | +19dFiling |
| Apr 22, 2024 | Seven Bridges Multi-Strategy Fund | Buy | $100k - $250k | +30dFiling |
| Apr 30, 2024 | PayJoy Asset Fund LLC [HN | Buy | $100k - $250k | +3dFiling |
| Feb 21, 2024 | SB DPC Fund LP [HN | Buy | $100k - $250k | +12dFiling |
| Jan 23, 2024 | ABT Abbott Laboratories | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | ABBV AbbVie Inc. | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | ACN Accenture plc Class A Ordinary | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | GOOGL Alphabet Inc. - Class A | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | PKG Packaging Corporation of America | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | PG Procter & Gamble Company | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | QCOM QUALCOMM Incorporated | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | AMGN Amgen Inc. | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | AON Aon plc Class A Ordinary Shares | Buy | $1k - $15k | +14dFiling |
| Feb 1, 2024 | Seven Bridges Multi-Strategy Fund | Buy | $250k - $500k | +5dFiling |
| Jan 23, 2024 | CAT Caterpillar, Inc. | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | CB Chubb Limited | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | CME CME Group Inc. - Class A | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | COST Costco Wholesale Corporation | Buy | $15k - $50k | +14dFiling |
| Jan 23, 2024 | GIS General Mills, Inc. | Sell | $15k - $50k | +14dFiling |
| Jan 23, 2024 | INTU Intuit Inc. | Sell | $15k - $50k | +14dFiling |
| Jan 23, 2024 | JNJ Johnson & Johnson | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | JPM JP Morgan Chase & Co. | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | LRCX Lam Research Corporation | Sell | $15k - $50k | +14dFiling |
| Jan 23, 2024 | LMT Lockheed Martin Corporation | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | MA Mastercard Incorporated | Buy | $15k - $50k | +14dFiling |
| Jan 23, 2024 | MDT Medtronic plc. Ordinary Shares | Buy | $15k - $50k | +14dFiling |
| Jan 23, 2024 | MRK Merck & Company, Inc. Common | Buy | $15k - $50k | +14dFiling |
| Jan 23, 2024 | MU Micron Technology, Inc. | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | MSFT Microsoft Corporation | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | MSCI MSCI Inc. | Buy | $15k - $50k | +14dFiling |
| Jan 23, 2024 | NKE Nike, Inc. | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | CRM Salesforce, Inc. | Buy | $15k - $50k | +14dFiling |
| Jan 23, 2024 | SBUX Starbucks Corporation | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | SBUX Starbucks Corporation | Sell | $15k - $50k | +14dFiling |
| Jan 23, 2024 | SYY Sysco Corporation | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | TJX TJX Companies, Inc. | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | V Visa Inc. | Sell | $1k - $15k | +14dFiling |
| Jan 23, 2024 | WMT Walmart Inc. | Buy | $1k - $15k | +14dFiling |
| Jan 23, 2024 | CFG Citizens Financial Group, Inc. | Buy | $15k - $50k | +14dFiling |
| Jan 16, 2024 | Echo Street GoodCo Select, LP [HN | Sell | $15k - $50k | +21dFiling |
| Jan 8, 2024 | Seven Bridges Private Equity | Buy | $15k - $50k | +29dFiling |
| Jan 5, 2024 | Echo Street GoodCo Select, LP [HN | Sell | $500k - $1M | +32dFiling |
| Jan 23, 2024 | AAPL Apple Inc. | Sell | $15k - $50k | +14dFiling |
| Jan 29, 2024 | Seven Bridges Long/Short Equity | Sell | $250k - $500k | +8dFiling |
| Jan 1, 2024 | J. Goldman, L.P. [HN | Buy | $100k - $250k | +11dFiling |
| Jan 1, 2024 | J. Goldman, L.P. [HN | Buy | $500k - $1M | +11dFiling |
| Dec 31, 2023 | Seven Bridges Multi-Strategy Fund | Sell | $100k - $250k | +12dFiling |
| Dec 31, 2023 | Seven Bridges Multi-Strategy Fund | Sell | $500k - $1M | +12dFiling |
| Dec 31, 2023 | Seven Bridges Multi-Strategy Fund | Sell | $1M | +12dFiling |
| Dec 12, 2023 | MDT Medtronic plc. Ordinary Shares | Sell | $15k - $50k | +31dFiling |
| Dec 12, 2023 | PYPL PayPal Holdings, Inc. | Sell | $15k - $50k | +31dFiling |
| Dec 12, 2023 | PFE Pfizer, Inc. | Sell | $15k - $50k | +31dFiling |
| Dec 12, 2023 | DIS Walt Disney Company | Sell | $15k - $50k | +31dFiling |
| Dec 12, 2023 | CFG Citizens Financial Group, Inc. | Sell | $15k - $50k | +31dFiling |
| Dec 12, 2023 | EL Estee Lauder Companies, Inc. | Sell | $15k - $50k | +31dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer