Official filing metadata
- Filer (as printed)
- Hon. David J. Taylor
- Office (as printed)
- OH02
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 5, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 9
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 357
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 · 9
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 | — | American Electric Power Company, Inc. (AEP) [ST] filing_status: New | subholding_of: Dave's IRA @ Schwab (Home Grown) | AEP | P | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | AEP0.98 | BuyBuy | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | American Electric Power Company, Inc. (AEP) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | AEP | P | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | AEP0.98 | BuyBuy | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: Dave's IRA @ Schwab (Home Grown) | AMGN | S | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | AMGN0.98 | SellSell | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | AMGN | S | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | AMGN0.98 | SellSell | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Dave's IRA @ Schwab (Home Grown) | AVGO | P | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | AVGO | P | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Fifth Third Bancorp - Common Stock (FITB) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | FITB | P | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | FITB0.98 | BuyBuy | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | MSFT | S | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | VRTX | S | 08/26/2026 | 09/03/2026 | $1,001 - $15,000 | 1.00 | VRTX0.98 | SellSell | Self | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |