Official filing metadata
- Filer (as printed)
- Hon. David J. Taylor
- Office (as printed)
- OH02
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 2, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 21
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 856
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 · 21
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 | — | AT&T Inc. (T) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | T | P | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | T0.98 | BuyBuy | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | AT&T Inc. (T) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | T | P | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | T0.98 | BuyBuy | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | LLY | P | 08/14/2025 | 08/19/2025 | $15,001 - $50,000 | 1.00 | LLY0.98 | BuyBuy | Self | Aug 14, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | — | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | LLY | P | 08/14/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Self | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Installed Building Products, Inc. Common Stock (IBP) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | IBP | S | 08/13/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | IBP0.98 | SellSell | Self | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Installed Building Products, Inc. Common Stock (IBP) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | IBP | S | 08/07/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | IBP0.98 | SellSell | Self | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | LRCX | S | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | LRCX0.98 | SellSell | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | LRCX | S | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | LRCX0.98 | SellSell | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | MPC | S | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | MPC0.98 | SellSell | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | MPC | S | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | MPC0.98 | SellSell | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | MPC | P | 08/14/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | MPC0.98 | BuyBuy | Self | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Medpace Holdings, Inc. - Common Stock (MEDP) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | MEDP | S | 07/23/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | MEDP0.98 | SellSell | Self | Jul 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | PG | P | 08/13/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | BuyBuy | Self | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | PG | P | 08/07/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | BuyBuy | Self | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | PGR | P | 07/18/2025 | 07/31/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Prologis, Inc. Common Stock (PLD) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | PLD | P | 08/14/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | PLD0.98 | BuyBuy | Self | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Prologis, Inc. Common Stock (PLD) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | PLD | P | 08/07/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | PLD0.98 | BuyBuy | Self | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | CRM | P | 08/07/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Self | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | VRTX | P | 08/07/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | VRTX0.98 | BuyBuy | Self | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | V | P | 08/13/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Self | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | V | P | 08/13/2025 | 08/19/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Self | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |