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20022978Parsed

DKathy E. Manning · House · ptr · filed May 19, 2023

Official filing metadata

Filer (as printed)
Hon. Kathy Manning
Office (as printed)
NC06
Chamber
House
Filing type
ptr
Filing date
May 19, 2023
Filing year
2023
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
57
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
3488

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 · 57

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1—Abbott Laboratories (ABT) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
ABTP04/28/202305/02/2023$1,001 - $15,0001.00ABT0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
2—AbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
ABBVS (partial)04/28/202305/02/2023$1,001 - $15,0001.00ABBV0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
3SPAbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
ABBVS (partial)04/28/202305/02/2023$1,001 - $15,0001.00ABBV0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
4SPAbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
ABBVS (partial)04/28/202305/02/2023$1,001 - $15,0001.00ABBV0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
5SPAccenture plc Class A Ordinary Shares (ACN) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
ACNP04/28/202305/02/2023$1,001 - $15,0001.00ACN0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
6—Accenture plc Class A Ordinary Shares (ACN) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
ACNP04/28/202305/02/2023$1,001 - $15,0001.00ACN0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
7SPAlphabet Inc. - Class A (GOOGL) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
GOOGLS (partial)04/28/202305/02/2023$1,001 - $15,0001.00GOOGL0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
8—Alphabet Inc. - Class A (GOOGL) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
GOOGLS (partial)04/28/202305/02/2023$1,001 - $15,0001.00GOOGL0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
9SPAlphabet Inc. - Class A (GOOGL) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
GOOGLS (partial)04/28/202305/02/2023$1,001 - $15,0001.00GOOGL0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
10—Amgen Inc. (AMGN) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
AMGNP04/28/202305/02/2023$1,001 - $15,0001.00AMGN0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
11—Aon plc Class A Ordinary Shares (AON) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
AONP04/28/202305/02/2023$1,001 - $15,0001.00AON0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
12SPApple Inc. (AAPL) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
AAPLP04/28/202305/02/2023$1,001 - $15,0001.00AAPL0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
13—Apple Inc. (AAPL) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
AAPLP04/28/202305/02/2023$1,001 - $15,0001.00AAPL0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
14SPApple Inc. (AAPL) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
AAPLP04/28/202305/02/2023$1,001 - $15,0001.00AAPL0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
15—Caterpillar, Inc. (CAT) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
CATS (partial)04/28/202305/02/2023$1,001 - $15,0001.00CAT0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
16—Centene Corporation (CNC) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
CNCP04/28/202305/02/2023$1,001 - $15,0001.00CNC0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
17SPCentene Corporation (CNC) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
CNCP04/28/202305/02/2023$1,001 - $15,0001.00CNC0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
18—Chubb Limited (CB) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
CBS (partial)04/28/202305/02/2023$1,001 - $15,0001.00CB0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
19SPCitizens Financial Group, Inc. (CFG) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
CFGP04/28/202305/02/2023$1,001 - $15,0001.00CFG0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
20—Citizens Financial Group, Inc. (CFG) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
CFGP04/28/202305/02/2023$1,001 - $15,0001.00CFG0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
21SPEstee Lauder Companies, Inc. (EL) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
ELS (partial)04/28/202305/03/2023$1,001 - $15,0001.00EL0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
22—Estee Lauder Companies, Inc. (EL) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
ELS (partial)04/28/202305/02/2023$1,001 - $15,0001.00EL0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
23—Intuit Inc. (INTU) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
INTUP04/28/202305/02/2023$1,001 - $15,0001.00INTU0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
24SPIntuit Inc. (INTU) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
INTUP04/28/202305/03/2023$1,001 - $15,0001.00INTU0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
25SPJP Morgan Chase & Co. (JPM) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
JPMS (partial)04/28/202305/02/2023$1,001 - $15,0001.00JPM0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
26—JP Morgan Chase & Co. (JPM) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
JPMS (partial)04/28/202305/02/2023$1,001 - $15,0001.00JPM0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
27—Lam Research Corporation (LRCX) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
LRCXP04/28/202305/02/2023$1,001 - $15,0001.00LRCX0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
28—Lockheed Martin Corporation (LMT) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
LMTS (partial)04/28/202305/02/2023$1,001 - $15,0001.00LMT0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
29SPLockheed Martin Corporation (LMT) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
LMTS (partial)04/28/202305/02/2023$1,001 - $15,0001.00LMT0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
30SPLockheed Martin Corporation (LMT) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
LMTS (partial)04/28/202305/02/2023$1,001 - $15,0001.00LMT0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
31—Medtronic plc. Ordinary Shares (MDT) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
MDTP04/28/202305/03/2023$1,001 - $15,0001.00MDT0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
32SPMedtronic plc. Ordinary Shares (MDT) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
MDTP04/28/202305/02/2023$1,001 - $15,0001.00MDT0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
33—Micron Technology, Inc. (MU) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
MUS (partial)04/28/202305/02/2023$1,001 - $15,0001.00MU0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
34SPMicrosoft Corporation (MSFT) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
MSFTP04/28/202305/02/2023$1,001 - $15,0001.00MSFT0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
35SPMicrosoft Corporation (MSFT) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
MSFTP04/28/202305/02/2023$1,001 - $15,0001.00MSFT0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
36—Microsoft Corporation (MSFT) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
MSFTP04/28/202305/02/2023$15,001 - $50,0001.00MSFT0.98BuyBuySelfApr 28, 2023$15,001 - $50,000mid $32.5KStockmodelled
37SPNike, Inc. (NKE) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
NKES (partial)04/28/202305/02/2023$1,001 - $15,0001.00NKE0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
38—Nike, Inc. (NKE) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
NKES (partial)04/28/202305/02/2023$1,001 - $15,0001.00NKE0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
39—NVIDIA Corporation (NVDA) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
NVDAP04/28/202305/02/2023$1,001 - $15,0001.00NVDA0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
40SPNVIDIA Corporation (NVDA) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
NVDAP04/28/202305/02/2023$1,001 - $15,0001.00NVDA0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
41SPPackaging Corporation of America (PKG) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
PKGP04/28/202305/02/2023$1,001 - $15,0001.00PKG0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
42—Packaging Corporation of America (PKG) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
PKGP04/28/202305/02/2023$1,001 - $15,0001.00PKG0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
43—PayPal Holdings, Inc. (PYPL) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
PYPLP04/28/202305/02/2023$1,001 - $15,0001.00PYPL0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
44SPPayPal Holdings, Inc. (PYPL) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
PYPLP04/28/202305/02/2023$1,001 - $15,0001.00PYPL0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
45—Pfizer, Inc. (PFE) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
PFEP04/28/202305/02/2023$1,001 - $15,0001.00PFE0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
46—Procter & Gamble Company (PG) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
PGS (partial)04/28/202305/02/2023$1,001 - $15,0001.00PG0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
47—QUALCOMM Incorporated (QCOM) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
QCOMP04/28/202305/02/2023$1,001 - $15,0001.00QCOM0.98BuyBuySelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
48SPQUALCOMM Incorporated (QCOM) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
QCOMP04/28/202305/02/2023$1,001 - $15,0001.00QCOM0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
49SPQUALCOMM Incorporated (QCOM) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
QCOMP04/28/202305/02/2023$1,001 - $15,0001.00QCOM0.98BuyBuySpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
50SPStarbucks Corporation (SBUX) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
SBUXS (partial)04/28/202305/02/2023$1,001 - $15,0001.00SBUX0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
51SPStarbucks Corporation (SBUX) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
SBUXS (partial)04/28/202305/02/2023$1,001 - $15,0001.00SBUX0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
52—Starbucks Corporation (SBUX) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
SBUXS (partial)04/28/202305/02/2023$1,001 - $15,0001.00SBUX0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
53—TJX Companies, Inc. (TJX) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
TJXS (partial)04/28/202305/02/2023$1,001 - $15,0001.00TJX0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
54SPTJX Companies, Inc. (TJX) [ST]
filing_status: New | subholding_of: MV Capital - GST Exempt Trust #2
TJXS (partial)04/28/202305/02/2023$1,001 - $15,0001.00TJX0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
55SPTJX Companies, Inc. (TJX) [ST]
filing_status: New | subholding_of: The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2
TJXS (partial)04/28/202305/02/2023$1,001 - $15,0001.00TJX0.98PartialPartial saleSpouseApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
56—Walmart Inc. (WMT) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
WMTS (partial)04/28/202305/02/2023$1,001 - $15,0001.00WMT0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled
57—Walt Disney Company (DIS) [ST]
filing_status: New | subholding_of: Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2
DISS (partial)04/28/202305/02/2023$1,001 - $15,0001.00DIS0.98PartialPartial saleSelfApr 28, 2023$1,001 - $15,000mid $8KStockmodelled