Official filing metadata
- Filer (as printed)
- Hon. David J. Taylor
- Office (as printed)
- OH02
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 2, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 8
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 854
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 · 8
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 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | AVGO | P | 05/14/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Self | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Fifth Third Bancorp - Common Stock (FITB) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | FITB | P | 05/14/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | FITB0.98 | BuyBuy | Self | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Installed Building Products, Inc. Common Stock (IBP) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | IBP | P | 05/15/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | IBP0.98 | BuyBuy | Self | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | MSFT | S | 05/12/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | MSFT | S | 05/13/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | CRM | P | 05/12/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Self | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | UNH | S | 05/14/2025 | 05/22/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | SellSell | Self | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | UNH | S | 05/14/2025 | 05/22/2025 | $15,001 - $50,000 | 1.00 | UNH0.98 | SellSell | Self | May 14, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |