Official filing metadata
- Filer (as printed)
- Hon. Kathy Manning
- Office (as printed)
- NC06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 11, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 58
- Parser version
- house_pdf_v2
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Nov 3, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 2992
row 35: stray text in ['cap']: gfedc
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 · 58
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 | JT | Adobe Inc. (ADBE) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ADBE | P | 03/25/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ADBE0.98 | BuyBuy | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Amazon.com, Inc. (AMZN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | AMZN | S (partial) | 10/19/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | AMZN0.98 | PartialPartial sale | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Biogen Inc. (BIIB) [ST] other: F ILING S TATUS : New S UBHOLDING O F : ManKap Family LLC > MV Capital - Brokerage #3 | filing_status: New | BIIB | S | 01/14/2022 | 02/09/2022 | $1,001 - $15,000 | 1.00 | BIIB0.98 | SellSell | Spouse | Jan 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Brown Robin Partners I, LLC (Fund 2) [HN] other: F ILING S TATUS : New S UBHOLDING O F : ManKap Family LLC > Kathy Manning GST FBO Randall Kaplan | filing_status: New | — | P | 01/12/2022 | 01/12/2022 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Spouse | Jan 12, 2022 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 5 | SP | Brown Robin Partners LTH I, LLC (Fund 2 LTH) [HN] other: F ILING S TATUS : New S UBHOLDING O F : ManKap Family LLC > Kathy Manning GST FBO Randall Kaplan | filing_status: New | — | P | 01/12/2022 | 01/12/2022 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Jan 12, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 6 | JT | Chipotle Mexican Grill, Inc. (CMG) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | CMG | P | 03/26/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | CMG0.98 | BuyBuy | Joint | Mar 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | CME Group Inc. - Class A (CME) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | CME | P | 03/08/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Joint | Mar 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | CME Group Inc. - Class A (CME) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | CME | P | 11/05/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Joint | Nov 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Estee Lauder Companies, Inc. (EL) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | EL | S (partial) | 03/25/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | EL0.98 | PartialPartial sale | Joint | Mar 25, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | SP | Guerilla RF, Inc. [PS] other: F ILING S TATUS : New L OCATION : US D ESCRIPTION : Chip design company | filing_status: New | — | P | 10/22/2021 | 10/22/2021 | $50,001 - $100,000 | 1.00 | —0.86 | BuyBuy | Spouse | Oct 22, 2021 | $50,001 - $100,000mid $75K | Other | Reviewnot modelled |
| 11 | JT | IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INFO | S (partial) | 03/16/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 16, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | JT | IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INFO | S (partial) | 03/25/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | JT | IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INFO | S (partial) | 05/19/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 19, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INFO | S | 12/31/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | —0.60 | SellSell | Joint | Dec 31, 2021 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 15 | JT | IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INFO | S (partial) | 02/02/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 2, 2021 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 16 | JT | IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INFO | S (partial) | 02/11/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 11, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | JT | Illumina, Inc. (ILMN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ILMN | S (partial) | 02/24/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ILMN0.98 | PartialPartial sale | Joint | Feb 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Illumina, Inc. (ILMN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ILMN | P | 12/01/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ILMN0.98 | BuyBuy | Joint | Dec 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Illumina, Inc. (ILMN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ILMN | P | 08/25/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ILMN0.98 | BuyBuy | Joint | Aug 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Illumina, Inc. (ILMN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ILMN | P | 10/26/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ILMN0.98 | BuyBuy | Joint | Oct 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Intuit Inc. (INTU) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INTU | S (partial) | 08/24/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Aug 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Intuit Inc. (INTU) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | INTU | S (partial) | 11/15/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Nov 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Intuitive Surgical, Inc. (ISRG) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ISRG | S (partial) | 12/01/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Dec 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Intuitive Surgical, Inc. (ISRG) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | ISRG | S (partial) | 05/04/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | May 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 05/04/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | May 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 05/19/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | May 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 06/18/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | Jun 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 03/09/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | Mar 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 02/24/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | Feb 24, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 08/09/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MTCH | P | 10/19/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | BuyBuy | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Meta Platforms, Inc. - Class A (FB) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC D ESCRIPTION : f/k/a Facebook, Inc. CL A | filing_status: New | FB | S (partial) | 05/14/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | META0.95 | PartialPartial sale | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 33 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | MSFT | S (partial) | 12/31/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Dec 31, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NFLX | P | 12/31/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NFLX0.98 | BuyBuy | Joint | Dec 31, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NFLX | P | 01/22/2021 | 02/09/2022 | $15,001 - $50,000 | 0.70 | NFLX0.98 | BuyBuy | Joint | Jan 22, 2021 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 36 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NFLX | P | 06/22/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NFLX0.98 | BuyBuy | Joint | Jun 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 06/22/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jun 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 06/18/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jun 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | P | 03/25/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 10/19/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 09/01/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 11/05/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Nov 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 11/12/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Nov 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 44 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | NVDA | S (partial) | 11/18/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Nov 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | PYPL | P | 11/12/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | PYPL0.98 | BuyBuy | Joint | Nov 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 46 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | PYPL | S (partial) | 01/22/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Jan 22, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 47 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | PYPL | P | 12/31/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Joint | Dec 31, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | P | 12/31/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Joint | Dec 31, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | S (partial) | 02/24/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Feb 24, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 50 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | S (partial) | 03/02/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Mar 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | P | 03/25/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | P | 05/14/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | P | 11/15/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Joint | Nov 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | SNAP | P | 11/24/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Joint | Nov 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | Southwest Airlines Company (LUV) [ST] other: F ILING S TATUS : New S UBHOLDING O F : ManKap Family LLC > MV Capital - Brokerage #3 | filing_status: New | LUV | S | 01/14/2022 | 02/09/2022 | $1,001 - $15,000 | 1.00 | LUV0.98 | SellSell | Spouse | Jan 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | Triad Business Bank (TBBC) [OT] other: F ILING S TATUS : New S UBHOLDING O F : The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan L OCATION : US D ESCRIPTION : Small public community bank. | filing_status: New | TBBC | P | 06/15/2021 | 06/15/2021 | $50,001 - $100,000 | 1.00 | TBBC0.98 | BuyBuy | Spouse | Jun 15, 2021 | $50,001 - $100,000mid $75K | Other | not modelled |
| 57 | JT | Visa Inc. (V) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | V | P | 10/19/2021 | 02/09/2022 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Visa Inc. (V) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLC | filing_status: New | V | P | 02/02/2021 | 02/09/2022 | $15,001 - $50,000 | 1.00 | V0.98 | BuyBuy | Joint | Feb 2, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |