Official filing metadata
- Filer (as printed)
- Hon. David J. Taylor
- Office (as printed)
- OH02
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 3, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 7
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 853
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 · 7
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 | — | Installed Building Products, Inc. Common Stock (IBP) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | IBP | P | 02/05/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | IBP0.98 | BuyBuy | Self | Feb 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | JPM | S | 01/30/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Self | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Kroger Company (KR) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | KR | P | 02/20/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | KR0.98 | BuyBuy | Self | Feb 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | PG | P | 02/10/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | BuyBuy | Self | Feb 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | The J.M. Smucker Company Common Stock (SJM) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | SJM | P | 02/10/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | SJM0.98 | BuyBuy | Self | Feb 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | The J.M. Smucker Company Common Stock (SJM) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | SJM | S | 02/20/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | SJM0.98 | SellSell | Self | Feb 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | V | S | 01/30/2025 | 02/21/2025 | $1,001 - $15,000 | 1.00 | V0.98 | SellSell | Self | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |