Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Kathy E. Manning (D-NC)
House · Democrat (most recent term) · NC-6 · in Congress 2021–2025 · Bioguide ID M001135
Party history: D 2021–2025. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth before entering office (report year 2019) | 2019 | $12,667,462 | $25,336,731 | $38,006,000 |
| (b) Latest net worth estimate | 2023 | $26,889,346 | $56,987,672 | $87,085,999 |
| (c) Estimated gain / loss, nominal dollars, 2019 → 2023 (4 years spanned) | 2019–2023 | −$11,116,654 | +$31,650,942 | +$74,418,537 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2019: 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket; 2019: 2 open-ended liability value(s) counted at the lower bound (understates liabilities); 2023: 5 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket; 2019: open-ended liability value(s) counted at lower bound. Not in the recommended dollar-gain ranking (shown only in the full list).
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2019 | $27,336,731 | $2,000,000 | $25,336,731 | $12,667,462 … $38,006,000 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket; 2 open-ended liability value(s) counted at the lower bound (understates liabilities) |
| 2020 | $19,628,714 | $1,750,000 | $17,878,714 | $8,911,428 … $26,845,999 | computed; 3 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket; 1 open-ended liability value(s) counted at the lower bound (understates liabilities) |
| 2021 | $51,927,646 | $375,000 | $51,552,646 | $24,669,292 … $78,435,999 | computed; 4 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2022 | $40,698,660 | $375,000 | $40,323,660 | $19,095,321 … $61,551,999 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2023 | $57,362,673 | $375,000 | $56,987,672 | $26,889,346 … $87,085,999 | computed; 5 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)-6.6%
Simple average of years-2.2%
Years estimated3
Best / worst single year2023 +41%
2020 -29%
2020 -29%
Reliability flags: few years (3); 16 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -4.6% to -7.3%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019→2020 | $23,050,692 | $16,225,176 | $37,126 | $0 | $0 | -29.4% | -30.6% … -26.3% | -108% … +49% | 85% | counted |
| 2020→2021 | $5,988,562 | $10,377,073 | $130,727 | $3,006,054 | $1,138,521 | +44.3% | +38.8% … +58.6% | -109% … +198% | 31% | excluded; not eligible: traced coverage 31% < 60%; many new/exited positions |
| 2021→2022 | $37,164,122 | $31,277,132 | $272,593 | $4,158,066 | $3,062,537 | -18.1% | -18.5% … -17.9% | -125% … +89% | 72% | counted; many new/exited positions |
| 2022→2023 | $30,070,632 | $41,586,136 | $901,858 | $4,278,083 | $4,198,538 | +41.0% | +39.9% … +44.8% | -103% … +185% | 74% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2019 | 10039333 | House amendment | 12/22/2020 | 575 | 2 | 10039333.pdf7fc844a1a90c98c16110fca26ce4452c6806d0835daf180ab01c5cb144614a9d |
| 2020 | 10039324 | House amendment | 12/22/2020 | 480 | 3 | 10039324.pdf8b76c6c485e94be9d29dd32ecc2e63c9000376942750c53be3a4525c67c6faf0 |
| 2021 | 10044902 | House annual | 8/12/2022 | 425 | 4 | 10044902.pdfef66de96d21947d72a3ca89286d157086e7c903319a68dc02f34901ee67283d7 |
| 2022 | 10051486 | House annual | 8/2/2023 | 360 | 2 | 10051486.pdfffdc5fbb1e87ff18805ace86ff86ec2ced06421a44b9c266f2e1913cdb8c38dd |
| 2023 | 10057256 | House annual | 7/29/2024 | 404 | 5 | 10057256.pdffc0990be9cc652cd576d2dd36f54d4ff33c93b2063198ba7b4241f5f52e1fbd5 |
Largest movers 2019→2020
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| MV Capital - Joint account #2 ⇒ Pinnacle Financial Partners, Inc. (PNFP) [ST] | JT | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| MV Capital - Joint account #2 ⇒ iShares Floating Rate Bond ETF (FLoT) [ST] | JT | held | $500,001 - $1,000,000 | $250,001 - $500,000 | $0 | $0 |
| MV Capital - Joint account #2 ⇒ iShares Edge MSCI Min Vol USa ETF (USMV) [ST] | JT | held | $500,001 - $1,000,000 | $250,001 - $500,000 | $0 | $0 |
| Pinnacle Bank accounts [Ba] | JT | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| Neuberger Berman Brokerage # 1 ⇒ Lake Zurich ILL Taxable Go Ref BDS 2.85%; Due 2/1/27 [GS] | SP | held | $100,001 - $250,000 | None | $0 | $0 |
| Neuberger Berman Brokerage # 1 ⇒ Colorado St BRD Governors Univ 4.9%; Due 3/1/21 [GS] | SP | held | $100,001 - $250,000 | None | $0 | $0 |
| Neuberger Berman Brokerage # 1 ⇒ Texas a& Univ Rev Fin Svs BDS 2.986%; Due 5/15/28 [GS] | SP | held | $100,001 - $250,000 | None | $0 | $0 |
| Neuberger Berman Brokerage # 1 ⇒ oregon St Dept administrative Services 2.78%; Due 4/1/24 | SP | held | $100,001 - $250,000 | None | $0 | $0 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan | — | held | $5,000,001 - $25,000,000 | $1,000,001 - $5,000,000 | $0 | $750,000 |
| 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall R | SP | new | — | $1,000,001 - $5,000,000 | $175,000 | $0 |
| Pinnacle Bank Accounts [BA] | JT | held | $250,001 - $500,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh | SP | new | — | $1,000,001 - $5,000,000 | $782,502 | $0 |
| The 2011 Kathy E Manning Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Pinnacle Financial Par | — | held | $500,001 - $1,000,000 | None | $0 | $0 |
| Wonder Media Network, LLC [PS] | SP | new | — | $500,001 - $1,000,000 | $375,000 | $0 |
| The 2011 Randall R. Kaplan Living Trust ⇒ Pinnacle Bank Account [BA] | SP | held | $1,001 - $15,000 | $250,001 - $500,000 | $0 | $0 |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan | — | held | $250,001 - $500,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan | — | held | $1,000,001 - $5,000,000 | $5,000,001 - $25,000,000 | $0 | $0 |
| Pinnacle Bank Accounts [BA] | JT | held | $1,000,001 - $5,000,000 | $15,001 - $50,000 | $0 | $0 |
| Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan | — | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Multi-Strategy Fund Ltd. [OL] | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh | SP | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $832,502 |
| Charles Schwab - O'Shaughnessy Asset Management ⇒ Vanguard U.S. Value Factor ETF (VFVA) [E | JT | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $32,002 | $0 |
| The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Eq | — | held | $15,001 - $50,000 | $250,001 - $500,000 | $0 | $0 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh | SP | new | — | $250,001 - $500,000 | $65,001 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).