Official filing metadata
- Filer (as printed)
- Kathy Manning
- Office (as printed)
- NC06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 4, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 37
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2351
row 26: stray text in ['cap']: gfedcb
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 37
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | SP | Air Products and Chemicals, Inc. (APd) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | — | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | APD0.92 | BuyBuy | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Air Products and Chemicals, Inc. (APd) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | — | P | 01/15/2021 | 02/02/2021 | $15,001 - $50,000 | 1.00 | APD0.92 | BuyBuy | Self | Jan 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | SP | Alphabet Inc. - Class A (GOOGL) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | GOOGL | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Alphabet Inc. - Class A (GOOGL) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | GOOGL | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | GOOG | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Amgen Inc. (AMGN) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | AMGN | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | AMGN0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Amgen Inc. (AMGN) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | AMGN | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | AMGN0.98 | PartialPartial sale | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | AAPL | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | AAPL | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Caterpillar, Inc. (CAT) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | CAT | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CAT0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Centene Corporation (CNC) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | CNC | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CNC0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Centene Corporation (CNC) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | CNC | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CNC0.98 | BuyBuy | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Chubb Limited (CB) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | CB | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CB0.98 | BuyBuy | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Chubb Limited (CB) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | CB | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CB0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Citizens Financial Group, Inc. (CFG) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | CFG | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CFG0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | CME Group Inc. - Class A (CME) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | CME | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Estee Lauder Companies, Inc. (EL) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | EL | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | EL0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Expeditors International of Washington, Inc. (EXPd) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | — | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | EXPD0.95 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | General Mills, Inc. (GIS) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | GIS | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | GIS0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | home depot, Inc. (hd) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | — | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Intel Corporation (INTC) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | INTC | S | 01/15/2021 | 02/02/2021 | $15,001 - $50,000 | 1.00 | INTC0.98 | SellSell | Self | Jan 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | SP | Intel Corporation (INTC) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | INTC | S | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | INTC0.98 | SellSell | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Intuit Inc. (INTU) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | INTU | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Johnson & Johnson (JNJ) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | JNJ | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | JP Morgan Chase & Co. (JPM) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | JPM | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | Lockheed Martin Corporation (LMT) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | LMT | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 0.70 | LMT0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 27 | — | Micron Technology, Inc. (MU) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | MU | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | MU0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | Packaging Corporation of America (PKG) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | PKG | P | 01/15/2021 | 02/02/2021 | $15,001 - $50,000 | 1.00 | PKG0.98 | BuyBuy | Self | Jan 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | SP | Packaging Corporation of America (PKG) [ST] other: F ILING S TATUS : New S UBhOLdING O F : MV Capital - GST Exempt Trust #2 | PKG | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | PKG0.98 | BuyBuy | Spouse | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | PayPal holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | PYPL | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | Pfizer, Inc. (PFE) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | PFE | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | QUALCOMM Incorporated (QCOM) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | QCOM | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | QCOM0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | Starbucks Corporation (SBUX) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | SBUX | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | SBUX0.98 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | Sysco Corporation (SYY) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | SYY | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | SYY0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | Viatris Inc. (VTRS) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | VTRS | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | VTRS0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | Walmart Inc. (WMT) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | WMT | P | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | Walt disney Company (dIS) [ST] other: F ILING S TATUS : New S UBhOLdING O F : The 2011 Kathy E Manning Living Trust > MV Capital - Brokerage #2 | — | S (partial) | 01/15/2021 | 02/02/2021 | $1,001 - $15,000 | 1.00 | DIS0.95 | PartialPartial sale | Self | Jan 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |