house, NC
Kathy E. Manning
D174
Total Trades
89
Purchases
85
Sales
$43,500
Est. Net Bought
+43.8%
Buys Since Purchase
Purchase Performance vs. SPY
Purchases
+43.84%
$911,500 → $1,311,131
Same $ in SPY
+65.23%
$911,500 → $1,506,048
vs. SPY
-21.39%
purchases minus benchmark
Wins / Losses
66 / 22
88 priced purchases
Purchases vs. the same dollars in SPY
Each purchase buys its disclosed-range midpoint at the close on the purchase date (or the strike for exercised options); the SPY line buys the same dollars of SPY that day. Both lines are percent gain on dollars invested to date, May 14, 2021 to Sep 18, 2026.
Recent Trades
| Date | Asset | Owner | Type | Details | Amount Range | Filed | Since Buy | |
|---|---|---|---|---|---|---|---|---|
| Aug 09, 2024 | PFE | Self | Sale | — | $1K-$15K | Sep 04, 2024 | — | |
| Jul 02, 2024 | GRMN | Self | Purchase | — | $50K-$100K | Aug 16, 2024 | +69.7% | |
| Jul 02, 2024 | MSCI | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +12.5% | |
| Jul 02, 2024 | MSCI | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +12.5% | |
| Jul 02, 2024 | MSCI | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +12.5% | |
| Jul 02, 2024 | MSCI | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +12.5% | |
| Jul 02, 2024 | CNC | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | -1.6% | |
| Jul 02, 2024 | CNC | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | -1.6% | |
| Jul 02, 2024 | CNC | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | -1.6% | |
| Jul 02, 2024 | CNC | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | -1.6% | |
| Jul 02, 2024 | GEHC | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | -16.0% | |
| Jul 02, 2024 | SYY | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +12.0% | |
| Jul 02, 2024 | QCOM | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | -11.2% | |
| Jul 02, 2024 | AMGN | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +24.1% | |
| Jul 02, 2024 | GRMN | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +69.7% | |
| Jul 02, 2024 | GRMN | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +69.7% | |
| Jul 02, 2024 | EXPD | Self | Purchase | — | $1K-$15K | Aug 16, 2024 | +57.5% | |
| Jul 02, 2024 | CB | Self | Sale | — | $1K-$15K | Aug 16, 2024 | — | |
| Jul 02, 2024 | CB | Self | Sale | — | $1K-$15K | Aug 16, 2024 | — | |
| Jul 02, 2024 | CB | Self | Sale | — | $1K-$15K | Aug 16, 2024 | — |
"Since Buy" is the stock's move from the close on the reported purchase date (or the strike, for exercised options) to the latest close, refreshed nightly. Option purchases are scored on the underlying stock's move as if shares had been bought that day. Sales are not scored. Hover a detail cell to read the filing's own description of the transaction.
Showing 20 of 174 trades. Sign up to see full history.
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