David J. Taylor

Representative · OH-2 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2025

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

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David J. Taylor

Representative · OH-2 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2025

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

235 reported transactions in 28 electronically filed reports; latest filed Oct 15, 2026.

Periodic Transaction Report · filed Oct 15, 2026 · House Clerk

View original filing

AT&T Inc.T

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 9, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 6 days after the trade. T closed at $22.18 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$22.49	+1.40%	+$112 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$23.50	+5.95%	+$476 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	+5.59%	+$447 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fifth Third Bancorp - Common StockFITB

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 9, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 6 days after the trade. FITB closed at $50.64 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$50.82	+0.36%	+$28 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$50.35	−0.57%	−$46 loss
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+3.50%	+$280 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 12, 2026Filed 3 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 3 days after the trade. PG closed at $153.20 on Oct 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 13, 2026	Oct 13, 2026	$153.04	−0.10%	$8 loss avoided
Day of disclosureOct 15, 2026	Oct 15, 2026	$157.08	+2.53%	$203 gain missed
30 days after	Pending: first session on or after Nov 11, 2026
90 days after	Pending: first session on or after Jan 10, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+3.99%	$320 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 9, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 6 days after the trade. RPM closed at $97.73 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$97.57	−0.16%	−$13 loss
Day of disclosureOct 15, 2026	Oct 15, 2026	$100.09	+2.41%	+$193 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	+2.45%	+$196 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 9, 2026Filed 6 days later

Member

AT&T Inc.TStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Oct 15, 2026New

Disclosed 6 days after the trade. T closed at $22.18 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$22.49	+1.40%	+$112 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$23.50	+5.95%	+$476 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	+5.59%	+$447 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2026Filed 6 days later

Member

Fifth Third Bancorp - Common StockFITBStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Oct 15, 2026New

Disclosed 6 days after the trade. FITB closed at $50.64 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$50.82	+0.36%	+$28 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$50.35	−0.57%	−$46 loss
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+3.50%	+$280 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 12, 2026Filed 3 days later

Member

Procter & Gamble Company

Disclosed 3 days after the trade. PG closed at $153.20 on Oct 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 13, 2026	Oct 13, 2026	$153.04	−0.10%	$8 loss avoided
Day of disclosureOct 15, 2026	Oct 15, 2026	$157.08	+2.53%	$203 gain missed
30 days after	Pending: first session on or after Nov 11, 2026
90 days after	Pending: first session on or after Jan 10, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+3.99%	$320 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 1, 2026 · House Clerk

View original filing

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Sep 22, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2026New

Disclosed 9 days after the trade. AMGN closed at $410.24 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$406.09	−1.01%	−$81 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$407.27	−0.72%	−$58 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+7.00%	+$560 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Sep 22, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner

Periodic Transaction Report · filed Sep 17, 2026 · House Clerk

View original filing

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Sep 8, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 9, 2026New

Disclosed 9 days after the trade. IBP closed at $228.04 on Sep 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 9, 2026	Sep 9, 2026	$210.54	−7.67%	−$614 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$199.05	−12.7%	−$1,017 loss
30 days afterOct 8, 2026	Oct 8, 2026	$187.83	−17.6%	−$1,411 loss
90 days after	Pending: first session on or after Dec 7, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−17.0%	−$1,357 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Sep 8, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Sep 5, 2026 · House Clerk

View original filing

American Electric Power Company, Inc.AEP

Stocks (including ADRs) [ST]

Held in: Dave's IRA @ Schwab (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. AEP closed at $123.36 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$122.71	−0.53%	−$42 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$125.42	+1.67%	+$134 gain
30 days afterSep 25, 2026	Sep 25, 2026	$118.35	−4.06%	−$325 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+3.13%	+$250 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Aug 26, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Aug 20, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Aug 11, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 20, 2026New

Disclosed 9 days after the trade. GOOGL closed at $343.80 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$343.54	−0.08%	−$6 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$340.67	−0.91%	−$73 loss
30 days afterSep 10, 2026	Sep 10, 2026	$332.60	−3.26%	−$261 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.03%	−$82 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Aug 11, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Aug 6, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 17, 2026Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 20 days after the trade. GOOGL closed at $346.77 on Jul 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 20, 2026	Jul 20, 2026	$351.99	+1.51%	+$120 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$357.75	+3.17%	+$253 gain
30 days afterAug 17, 2026	Aug 17, 2026	$344.00	−0.80%	−$64 loss
90 days afterOct 15, 2026	Oct 15, 2026	$349.22	+0.71%	+$57 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.87%	−$150 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jul 24, 2026Filed 13 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jul 1, 2026 · House Clerk

View original filing

Chevron Corporation Common StockCVX

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 15, 2026Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 30, 2026New

Disclosed 16 days after the trade. CVX closed at $180.11 on Jun 16, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$180.11	0.00%	$0
Day of disclosureJul 1, 2026	Jul 1, 2026	$165.69	−8.01%	−$641 loss
30 days afterJul 15, 2026	Jul 15, 2026	$181.60	+0.83%	+$66 gain
90 days afterSep 14, 2026	Sep 14, 2026	$212.17	+17.8%	+$1,424 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+25.3%	+$2,026 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Installed Building Products, Inc. Common StockIBP
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jun 15, 2026Filed 16 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jun 12, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. GOOGL closed at $368.53 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$363.31	−1.42%	−$113 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$359.68	−2.40%	−$192 loss
30 days afterJul 6, 2026	Jul 6, 2026	$366.46	−0.56%	−$45 loss
90 days afterSep 3, 2026	Sep 3, 2026	$342.48	−7.07%	−$566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−7.67%	−$613 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jun 5, 2026Filed 7 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed May 28, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. GOOGL closed at $396.78 on May 15, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 18, 2026	May 18, 2026	$396.94	+0.04%	$13 gain missed
Day of disclosureMay 28, 2026	May 28, 2026	$390.13	−1.68%	$545 loss avoided
30 days afterJun 16, 2026	Jun 16, 2026	$373.25	−5.93%	$1,927 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$346.36	−12.7%	$4,130 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−14.2%	$4,628 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
May 15, 2026Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed May 7, 2026 · House Clerk

View original filing

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Apr 27, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. AVGO closed at $418.20 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$399.83	−4.39%	$351 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$412.56	−1.35%	$108 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$421.86	+0.88%	$70 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$383.22	−8.36%	$669 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−20.0%	$1,604 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Apr 27, 2026Filed 10 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

235 reported transactions in 28 electronically filed reports; latest filed Oct 15, 2026.

Periodic Transaction Report · filed Oct 15, 2026 · House Clerk

View original filing

AT&T Inc.T

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 9, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 6 days after the trade. T closed at $22.18 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$22.49	+1.40%	+$112 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$23.50	+5.95%	+$476 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	+5.59%	+$447 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fifth Third Bancorp - Common StockFITB

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 9, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 6 days after the trade. FITB closed at $50.64 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$50.82	+0.36%	+$28 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$50.35	−0.57%	−$46 loss
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+3.50%	+$280 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 12, 2026Filed 3 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 3 days after the trade. PG closed at $153.20 on Oct 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 13, 2026	Oct 13, 2026	$153.04	−0.10%	$8 loss avoided
Day of disclosureOct 15, 2026	Oct 15, 2026	$157.08	+2.53%	$203 gain missed
30 days after	Pending: first session on or after Nov 11, 2026
90 days after	Pending: first session on or after Jan 10, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+3.99%	$320 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 9, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 15, 2026New

Disclosed 6 days after the trade. RPM closed at $97.73 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$97.57	−0.16%	−$13 loss
Day of disclosureOct 15, 2026	Oct 15, 2026	$100.09	+2.41%	+$193 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	+2.45%	+$196 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 9, 2026Filed 6 days later

Member

AT&T Inc.TStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Oct 15, 2026New

Disclosed 6 days after the trade. T closed at $22.18 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$22.49	+1.40%	+$112 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$23.50	+5.95%	+$476 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	+5.59%	+$447 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2026Filed 6 days later

Member

Fifth Third Bancorp - Common StockFITBStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Oct 15, 2026New

Disclosed 6 days after the trade. FITB closed at $50.64 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$50.82	+0.36%	+$28 gain
Day of disclosureOct 15, 2026	Oct 15, 2026	$50.35	−0.57%	−$46 loss
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+3.50%	+$280 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 12, 2026Filed 3 days later

Member

Procter & Gamble Company

Disclosed 3 days after the trade. PG closed at $153.20 on Oct 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 13, 2026	Oct 13, 2026	$153.04	−0.10%	$8 loss avoided
Day of disclosureOct 15, 2026	Oct 15, 2026	$157.08	+2.53%	$203 gain missed
30 days after	Pending: first session on or after Nov 11, 2026
90 days after	Pending: first session on or after Jan 10, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+3.99%	$320 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 1, 2026 · House Clerk

View original filing

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Sep 22, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2026New

Disclosed 9 days after the trade. AMGN closed at $410.24 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$406.09	−1.01%	−$81 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$407.27	−0.72%	−$58 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+7.00%	+$560 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Sep 22, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner

Periodic Transaction Report · filed Sep 17, 2026 · House Clerk

View original filing

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Sep 8, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 9, 2026New

Disclosed 9 days after the trade. IBP closed at $228.04 on Sep 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 9, 2026	Sep 9, 2026	$210.54	−7.67%	−$614 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$199.05	−12.7%	−$1,017 loss
30 days afterOct 8, 2026	Oct 8, 2026	$187.83	−17.6%	−$1,411 loss
90 days after	Pending: first session on or after Dec 7, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−17.0%	−$1,357 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Sep 8, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Sep 5, 2026 · House Clerk

View original filing

American Electric Power Company, Inc.AEP

Stocks (including ADRs) [ST]

Held in: Dave's IRA @ Schwab (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. AEP closed at $123.36 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$122.71	−0.53%	−$42 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$125.42	+1.67%	+$134 gain
30 days afterSep 25, 2026	Sep 25, 2026	$118.35	−4.06%	−$325 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+3.13%	+$250 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Aug 26, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Aug 20, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Aug 11, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 20, 2026New

Disclosed 9 days after the trade. GOOGL closed at $343.80 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$343.54	−0.08%	−$6 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$340.67	−0.91%	−$73 loss
30 days afterSep 10, 2026	Sep 10, 2026	$332.60	−3.26%	−$261 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.03%	−$82 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Aug 11, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Aug 6, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 17, 2026Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 20 days after the trade. GOOGL closed at $346.77 on Jul 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 20, 2026	Jul 20, 2026	$351.99	+1.51%	+$120 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$357.75	+3.17%	+$253 gain
30 days afterAug 17, 2026	Aug 17, 2026	$344.00	−0.80%	−$64 loss
90 days afterOct 15, 2026	Oct 15, 2026	$349.22	+0.71%	+$57 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.87%	−$150 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jul 24, 2026Filed 13 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jul 1, 2026 · House Clerk

View original filing

Chevron Corporation Common StockCVX

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 15, 2026Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 30, 2026New

Disclosed 16 days after the trade. CVX closed at $180.11 on Jun 16, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$180.11	0.00%	$0
Day of disclosureJul 1, 2026	Jul 1, 2026	$165.69	−8.01%	−$641 loss
30 days afterJul 15, 2026	Jul 15, 2026	$181.60	+0.83%	+$66 gain
90 days afterSep 14, 2026	Sep 14, 2026	$212.17	+17.8%	+$1,424 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+25.3%	+$2,026 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Installed Building Products, Inc. Common StockIBP
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jun 15, 2026Filed 16 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jun 12, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. GOOGL closed at $368.53 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$363.31	−1.42%	−$113 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$359.68	−2.40%	−$192 loss
30 days afterJul 6, 2026	Jul 6, 2026	$366.46	−0.56%	−$45 loss
90 days afterSep 3, 2026	Sep 3, 2026	$342.48	−7.07%	−$566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−7.67%	−$613 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jun 5, 2026Filed 7 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed May 28, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. GOOGL closed at $396.78 on May 15, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 18, 2026	May 18, 2026	$396.94	+0.04%	$13 gain missed
Day of disclosureMay 28, 2026	May 28, 2026	$390.13	−1.68%	$545 loss avoided
30 days afterJun 16, 2026	Jun 16, 2026	$373.25	−5.93%	$1,927 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$346.36	−12.7%	$4,130 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−14.2%	$4,628 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
May 15, 2026Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed May 7, 2026 · House Clerk

View original filing

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Apr 27, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. AVGO closed at $418.20 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$399.83	−4.39%	$351 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$412.56	−1.35%	$108 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$421.86	+0.88%	$70 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$383.22	−8.36%	$669 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−20.0%	$1,604 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Apr 27, 2026Filed 10 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Oct 9, 2026Filed 6 days later

Member

RPM International Inc. Common StockRPMStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Oct 15, 2026New

Disclosed 6 days after the trade. RPM closed at $97.73 on Oct 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 12, 2026	Oct 12, 2026	$97.57	−0.16%	−$13 loss
Day of disclosureOct 15, 2026	Oct 15, 2026	$100.09	+2.41%	+$193 gain
30 days after	Pending: first session on or after Nov 8, 2026
90 days after	Pending: first session on or after Jan 7, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	+2.45%	+$196 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 9 days after the trade. HD closed at $305.35 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$296.72	−2.83%	−$226 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$282.46	−7.50%	−$600 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+3.20%	+$256 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Sep 22, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2026New

Disclosed 9 days after the trade. HD closed at $305.35 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$296.72	−2.83%	−$226 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$282.46	−7.50%	−$600 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+3.20%	+$256 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Sep 22, 2026Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2026New

Disclosed 9 days after the trade. MPC closed at $389.68 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 23, 2026	Sep 23, 2026	$388.38	−0.33%	$27 loss avoided
Day of disclosureOct 1, 2026	Oct 1, 2026	$420.15	+7.82%	$626 gain missed
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+21.9%	$1,753 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Sep 22, 2026Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2026New

Disclosed 9 days after the trade. MPC closed at $389.68 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 23, 2026	Sep 23, 2026	$388.38	−0.33%	$27 loss avoided
Day of disclosureOct 1, 2026	Oct 1, 2026	$420.15	+7.82%	$626 gain missed
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+21.9%	$1,753 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 22, 2026Filed 9 days later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Oct 1, 2026New

Disclosed 9 days after the trade. AMGN closed at $410.24 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$406.09	−1.01%	−$81 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$407.27	−0.72%	−$58 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+7.00%	+$560 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 22, 2026Filed 9 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Oct 1, 2026New

Disclosed 9 days after the trade. HD closed at $305.35 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$296.72	−2.83%	−$226 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$282.46	−7.50%	−$600 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+3.20%	+$256 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 22, 2026Filed 9 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Oct 1, 2026New

Disclosed 9 days after the trade. HD closed at $305.35 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 23, 2026	Sep 23, 2026	$296.72	−2.83%	−$226 loss
Day of disclosureOct 1, 2026	Oct 1, 2026	$282.46	−7.50%	−$600 loss
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+3.20%	+$256 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 22, 2026Filed 9 days later

Member

Marathon Petroleum Corporation Common StockMPCStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Oct 1, 2026New

Disclosed 9 days after the trade. MPC closed at $389.68 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 23, 2026	Sep 23, 2026	$388.38	−0.33%	$27 loss avoided
Day of disclosureOct 1, 2026	Oct 1, 2026	$420.15	+7.82%	$626 gain missed
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+21.9%	$1,753 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 22, 2026Filed 9 days later

Member

Marathon Petroleum Corporation Common StockMPCStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Oct 1, 2026New

Disclosed 9 days after the trade. MPC closed at $389.68 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 23, 2026	Sep 23, 2026	$388.38	−0.33%	$27 loss avoided
Day of disclosureOct 1, 2026	Oct 1, 2026	$420.15	+7.82%	$626 gain missed
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+21.9%	$1,753 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 9 days after the trade. PG closed at $145.58 on Sep 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 9, 2026	Sep 9, 2026	$142.64	−2.02%	−$162 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$147.55	+1.35%	+$108 gain
30 days afterOct 8, 2026	Oct 8, 2026	$150.59	+3.44%	+$275 gain
90 days after	Pending: first session on or after Dec 7, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.44%	+$755 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 8, 2026Filed 9 days later

Member

Installed Building Products, Inc. Common StockIBPStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 9, 2026New

Disclosed 9 days after the trade. IBP closed at $228.04 on Sep 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 9, 2026	Sep 9, 2026	$210.54	−7.67%	−$614 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$199.05	−12.7%	−$1,017 loss
30 days afterOct 8, 2026	Oct 8, 2026	$187.83	−17.6%	−$1,411 loss
90 days after	Pending: first session on or after Dec 7, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−17.0%	−$1,357 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 8, 2026Filed 9 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 17, 2026New

Disclosed 9 days after the trade. PG closed at $145.58 on Sep 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 9, 2026	Sep 9, 2026	$142.64	−2.02%	−$162 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$147.55	+1.35%	+$108 gain
30 days afterOct 8, 2026	Oct 8, 2026	$150.59	+3.44%	+$275 gain
90 days after	Pending: first session on or after Dec 7, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.44%	+$755 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 10 days after the trade. AEP closed at $123.36 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$122.71	−0.53%	−$42 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$125.42	+1.67%	+$134 gain
30 days afterSep 25, 2026	Sep 25, 2026	$118.35	−4.06%	−$325 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+3.13%	+$250 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Held in: Dave's IRA @ Schwab (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. AMGN closed at $440.34 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$436.99	−0.76%	$61 loss avoided
Day of disclosureSep 8, 2026	Sep 8, 2026	$393.17	−10.7%	$857 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$414.61	−5.84%	$468 loss avoided
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	−0.32%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. AMGN closed at $440.34 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$436.99	−0.76%	$61 loss avoided
Day of disclosureSep 8, 2026	Sep 8, 2026	$393.17	−10.7%	$857 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$414.61	−5.84%	$468 loss avoided
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	−0.32%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: Dave's IRA @ Schwab (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. AVGO closed at $355.59 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$371.54	+4.49%	+$359 gain
Day of disclosureSep 8, 2026	Sep 8, 2026	$368.56	+3.65%	+$292 gain
30 days afterSep 25, 2026	Sep 25, 2026	$352.81	−0.78%	−$63 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−5.97%	−$477 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. AVGO closed at $355.59 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$371.54	+4.49%	+$359 gain
Day of disclosureSep 8, 2026	Sep 8, 2026	$368.56	+3.65%	+$292 gain
30 days afterSep 25, 2026	Sep 25, 2026	$352.81	−0.78%	−$63 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−5.97%	−$477 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fifth Third Bancorp - Common StockFITB

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. FITB closed at $55.10 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$54.85	−0.45%	−$36 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$54.51	−1.07%	−$86 loss
30 days afterSep 25, 2026	Sep 25, 2026	$52.10	−5.44%	−$436 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	−4.88%	−$391 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. MSFT closed at $496.37 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$505.06	+1.75%	$140 gain missed
Day of disclosureSep 8, 2026	Sep 8, 2026	$493.95	−0.49%	$39 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$516.17	+3.99%	$319 gain missed
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+7.15%	$572 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Vertex Pharmaceuticals Incorporated - Common StockVRTX

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 26, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 3, 2026New

Disclosed 10 days after the trade. VRTX closed at $547.29 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$547.55	+0.05%	$4 gain missed
Day of disclosureSep 8, 2026	Sep 8, 2026	$528.90	−3.36%	$269 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$526.19	−3.86%	$308 loss avoided
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	−5.96%	$477 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 26, 2026Filed 10 days later

Member

American Electric Power Company, Inc.AEPStocks (including ADRs) [ST]Held in: Dave's IRA @ Schwab (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. AEP closed at $123.36 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$122.71	−0.53%	−$42 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$125.42	+1.67%	+$134 gain
30 days afterSep 25, 2026	Sep 25, 2026	$118.35	−4.06%	−$325 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+3.13%	+$250 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

American Electric Power Company, Inc.AEPStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. AEP closed at $123.36 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$122.71	−0.53%	−$42 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$125.42	+1.67%	+$134 gain
30 days afterSep 25, 2026	Sep 25, 2026	$118.35	−4.06%	−$325 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+3.13%	+$250 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]Held in: Dave's IRA @ Schwab (Home Grown)

Sale

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. AMGN closed at $440.34 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$436.99	−0.76%	$61 loss avoided
Day of disclosureSep 8, 2026	Sep 8, 2026	$393.17	−10.7%	$857 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$414.61	−5.84%	$468 loss avoided
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	−0.32%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. AMGN closed at $440.34 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$436.99	−0.76%	$61 loss avoided
Day of disclosureSep 8, 2026	Sep 8, 2026	$393.17	−10.7%	$857 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$414.61	−5.84%	$468 loss avoided
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	−0.32%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Dave's IRA @ Schwab (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. AVGO closed at $355.59 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$371.54	+4.49%	+$359 gain
Day of disclosureSep 8, 2026	Sep 8, 2026	$368.56	+3.65%	+$292 gain
30 days afterSep 25, 2026	Sep 25, 2026	$352.81	−0.78%	−$63 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−5.97%	−$477 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. AVGO closed at $355.59 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$371.54	+4.49%	+$359 gain
Day of disclosureSep 8, 2026	Sep 8, 2026	$368.56	+3.65%	+$292 gain
30 days afterSep 25, 2026	Sep 25, 2026	$352.81	−0.78%	−$63 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−5.97%	−$477 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Fifth Third Bancorp - Common StockFITBStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. FITB closed at $55.10 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$54.85	−0.45%	−$36 loss
Day of disclosureSep 8, 2026	Sep 8, 2026	$54.51	−1.07%	−$86 loss
30 days afterSep 25, 2026	Sep 25, 2026	$52.10	−5.44%	−$436 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	−4.88%	−$391 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. MSFT closed at $496.37 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$505.06	+1.75%	$140 gain missed
Day of disclosureSep 8, 2026	Sep 8, 2026	$493.95	−0.49%	$39 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$516.17	+3.99%	$319 gain missed
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+7.15%	$572 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 10 days later

Member

Vertex Pharmaceuticals Incorporated - Common StockVRTXStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Sep 3, 2026New

Disclosed 10 days after the trade. VRTX closed at $547.29 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2026	Aug 27, 2026	$547.55	+0.05%	$4 gain missed
Day of disclosureSep 8, 2026	Sep 8, 2026	$528.90	−3.36%	$269 loss avoided
30 days afterSep 25, 2026	Sep 25, 2026	$526.19	−3.86%	$308 loss avoided
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	−5.96%	$477 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 9 days after the trade. GOOGL closed at $343.80 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$343.54	−0.08%	−$6 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$340.67	−0.91%	−$73 loss
30 days afterSep 10, 2026	Sep 10, 2026	$332.60	−3.26%	−$261 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.03%	−$82 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 14, 2026Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 20, 2026New

Disclosed 6 days after the trade. IBP closed at $240.23 on Aug 14, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 17, 2026	Aug 17, 2026	$243.54	+1.38%	+$110 gain
Day of disclosureAug 20, 2026	Aug 20, 2026	$244.61	+1.82%	+$146 gain
30 days afterSep 14, 2026	Sep 14, 2026	$200.30	−16.6%	−$1,330 loss
90 days after	Pending: first session on or after Nov 12, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−21.2%	−$1,694 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Aug 11, 2026Filed 9 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 20, 2026New

Disclosed 9 days after the trade. MSFT closed at $503.81 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$492.43	−2.26%	$734 loss avoided
Day of disclosureAug 20, 2026	Aug 20, 2026	$481.15	−4.50%	$1,462 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$492.44	−2.26%	$733 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+5.57%	$1,810 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Aug 11, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 20, 2026New

Disclosed 9 days after the trade. PG closed at $145.21 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$144.08	−0.78%	−$62 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$142.97	−1.54%	−$123 loss
30 days afterSep 10, 2026	Sep 10, 2026	$142.97	−1.54%	−$123 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.72%	+$777 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 11, 2026Filed 9 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Aug 20, 2026New

Disclosed 9 days after the trade. GOOGL closed at $343.80 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$343.54	−0.08%	−$6 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$340.67	−0.91%	−$73 loss
30 days afterSep 10, 2026	Sep 10, 2026	$332.60	−3.26%	−$261 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.03%	−$82 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 9 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Aug 20, 2026New

Disclosed 9 days after the trade. GOOGL closed at $343.80 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$343.54	−0.08%	−$6 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$340.67	−0.91%	−$73 loss
30 days afterSep 10, 2026	Sep 10, 2026	$332.60	−3.26%	−$261 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.03%	−$82 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 14, 2026Filed 6 days later

Member

Installed Building Products, Inc. Common StockIBPStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Aug 20, 2026New

Disclosed 6 days after the trade. IBP closed at $240.23 on Aug 14, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 17, 2026	Aug 17, 2026	$243.54	+1.38%	+$110 gain
Day of disclosureAug 20, 2026	Aug 20, 2026	$244.61	+1.82%	+$146 gain
30 days afterSep 14, 2026	Sep 14, 2026	$200.30	−16.6%	−$1,330 loss
90 days after	Pending: first session on or after Nov 12, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−21.2%	−$1,694 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 9 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$15,001 - $50,000

Notified Aug 20, 2026New

Disclosed 9 days after the trade. MSFT closed at $503.81 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$492.43	−2.26%	$734 loss avoided
Day of disclosureAug 20, 2026	Aug 20, 2026	$481.15	−4.50%	$1,462 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$492.44	−2.26%	$733 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+5.57%	$1,810 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 9 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Aug 20, 2026New

Disclosed 9 days after the trade. PG closed at $145.21 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2026	Aug 12, 2026	$144.08	−0.78%	−$62 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$142.97	−1.54%	−$123 loss
30 days afterSep 10, 2026	Sep 10, 2026	$142.97	−1.54%	−$123 loss
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.72%	+$777 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 13 days after the trade. AVGO closed at $381.92 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$383.22	+0.34%	+$27 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$420.57	+10.1%	+$810 gain
30 days afterAug 24, 2026	Aug 24, 2026	$358.76	−6.06%	−$485 loss
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−12.5%	−$996 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fifth Third Bancorp - Common StockFITB

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jul 24, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. FITB closed at $57.41 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.00	−0.71%	$57 loss avoided
Day of disclosureAug 6, 2026	Aug 6, 2026	$56.96	−0.78%	$63 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$54.90	−4.37%	$350 loss avoided
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	−8.71%	$697 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fifth Third Bancorp - Common StockFITB

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 24, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. FITB closed at $57.41 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.00	−0.71%	$57 loss avoided
Day of disclosureAug 6, 2026	Aug 6, 2026	$56.96	−0.78%	$63 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$54.90	−4.37%	$350 loss avoided
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	−8.71%	$697 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Kroger CompanyKR

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jul 24, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. KR closed at $56.87 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.98	+1.95%	+$156 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$57.32	+0.79%	+$63 gain
30 days afterAug 24, 2026	Aug 24, 2026	$59.08	+3.89%	+$311 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	+10.7%	+$860 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Kroger CompanyKR

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 24, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. KR closed at $56.87 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.98	+1.95%	+$156 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$57.32	+0.79%	+$63 gain
30 days afterAug 24, 2026	Aug 24, 2026	$59.08	+3.89%	+$311 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	+10.7%	+$860 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 24, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. MPC closed at $309.24 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$312.35	+1.01%	$80 gain missed
Day of disclosureAug 6, 2026	Aug 6, 2026	$299.25	−3.23%	$258 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$362.52	+17.2%	$1,379 gain missed
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+53.6%	$4,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jul 24, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. MPC closed at $309.24 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$312.35	+1.01%	$80 gain missed
Day of disclosureAug 6, 2026	Aug 6, 2026	$299.25	−3.23%	$258 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$362.52	+17.2%	$1,379 gain missed
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+53.6%	$4,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jul 24, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. MSFT closed at $381.70 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$389.10	+1.94%	+$155 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$499.86	+31.0%	+$2,477 gain
30 days afterAug 24, 2026	Aug 24, 2026	$487.31	+27.7%	+$2,214 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+39.3%	+$3,148 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 24, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 6, 2026New

Disclosed 13 days after the trade. MSFT closed at $381.70 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$389.10	+1.94%	+$155 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$499.86	+31.0%	+$2,477 gain
30 days afterAug 24, 2026	Aug 24, 2026	$487.31	+27.7%	+$2,214 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+39.3%	+$3,148 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 17, 2026Filed 20 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 20 days after the trade. GOOGL closed at $346.77 on Jul 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 20, 2026	Jul 20, 2026	$351.99	+1.51%	+$120 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$357.75	+3.17%	+$253 gain
30 days afterAug 17, 2026	Aug 17, 2026	$344.00	−0.80%	−$64 loss
90 days afterOct 15, 2026	Oct 15, 2026	$349.22	+0.71%	+$57 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.87%	−$150 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. AVGO closed at $381.92 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$383.22	+0.34%	+$27 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$420.57	+10.1%	+$810 gain
30 days afterAug 24, 2026	Aug 24, 2026	$358.76	−6.06%	−$485 loss
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−12.5%	−$996 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Fifth Third Bancorp - Common StockFITBStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. FITB closed at $57.41 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.00	−0.71%	$57 loss avoided
Day of disclosureAug 6, 2026	Aug 6, 2026	$56.96	−0.78%	$63 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$54.90	−4.37%	$350 loss avoided
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	−8.71%	$697 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Fifth Third Bancorp - Common StockFITBStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. FITB closed at $57.41 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.00	−0.71%	$57 loss avoided
Day of disclosureAug 6, 2026	Aug 6, 2026	$56.96	−0.78%	$63 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$54.90	−4.37%	$350 loss avoided
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	−8.71%	$697 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Kroger CompanyKRStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. KR closed at $56.87 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.98	+1.95%	+$156 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$57.32	+0.79%	+$63 gain
30 days afterAug 24, 2026	Aug 24, 2026	$59.08	+3.89%	+$311 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	+10.7%	+$860 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Kroger CompanyKRStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. KR closed at $56.87 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$57.98	+1.95%	+$156 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$57.32	+0.79%	+$63 gain
30 days afterAug 24, 2026	Aug 24, 2026	$59.08	+3.89%	+$311 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	+10.7%	+$860 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Marathon Petroleum Corporation Common StockMPCStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. MPC closed at $309.24 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$312.35	+1.01%	$80 gain missed
Day of disclosureAug 6, 2026	Aug 6, 2026	$299.25	−3.23%	$258 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$362.52	+17.2%	$1,379 gain missed
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+53.6%	$4,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Marathon Petroleum Corporation Common StockMPCStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. MPC closed at $309.24 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 27, 2026	Jul 27, 2026	$312.35	+1.01%	$80 gain missed
Day of disclosureAug 6, 2026	Aug 6, 2026	$299.25	−3.23%	$258 loss avoided
30 days afterAug 24, 2026	Aug 24, 2026	$362.52	+17.2%	$1,379 gain missed
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+53.6%	$4,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. MSFT closed at $381.70 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$389.10	+1.94%	+$155 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$499.86	+31.0%	+$2,477 gain
30 days afterAug 24, 2026	Aug 24, 2026	$487.31	+27.7%	+$2,214 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+39.3%	+$3,148 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2026Filed 13 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Aug 6, 2026New

Disclosed 13 days after the trade. MSFT closed at $381.70 on Jul 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 27, 2026	Jul 27, 2026	$389.10	+1.94%	+$155 gain
Day of disclosureAug 6, 2026	Aug 6, 2026	$499.86	+31.0%	+$2,477 gain
30 days afterAug 24, 2026	Aug 24, 2026	$487.31	+27.7%	+$2,214 gain
90 days after	Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+39.3%	+$3,148 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 16 days after the trade. IBP closed at $208.59 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$217.86	+4.44%	+$356 gain
Day of disclosureJul 1, 2026	Jul 1, 2026	$224.02	+7.40%	+$592 gain
30 days afterJul 15, 2026	Jul 15, 2026	$228.59	+9.59%	+$767 gain
90 days afterSep 14, 2026	Sep 14, 2026	$200.30	−3.97%	−$318 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−9.21%	−$737 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 15, 2026Filed 16 days later

Member

Chevron Corporation Common StockCVXStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 30, 2026New

Disclosed 16 days after the trade. CVX closed at $180.11 on Jun 16, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$180.11	0.00%	$0
Day of disclosureJul 1, 2026	Jul 1, 2026	$165.69	−8.01%	−$641 loss
30 days afterJul 15, 2026	Jul 15, 2026	$181.60	+0.83%	+$66 gain
90 days afterSep 14, 2026	Sep 14, 2026	$212.17	+17.8%	+$1,424 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+25.3%	+$2,026 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 15, 2026Filed 16 days later

Member

Installed Building Products, Inc. Common StockIBPStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 30, 2026New

Disclosed 16 days after the trade. IBP closed at $208.59 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$217.86	+4.44%	+$356 gain
Day of disclosureJul 1, 2026	Jul 1, 2026	$224.02	+7.40%	+$592 gain
30 days afterJul 15, 2026	Jul 15, 2026	$228.59	+9.59%	+$767 gain
90 days afterSep 14, 2026	Sep 14, 2026	$200.30	−3.97%	−$318 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−9.21%	−$737 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 7 days after the trade. AMZN closed at $246.03 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$245.22	−0.33%	$26 loss avoided
Day of disclosureJun 12, 2026	Jun 12, 2026	$238.55	−3.04%	$243 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$244.16	−0.76%	$61 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$258.90	+5.23%	$419 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+6.75%	$540 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Electric Power Company, Inc.AEP

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. AEP closed at $129.14 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$126.77	−1.84%	−$147 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$129.23	+0.07%	+$6 gain
30 days afterJul 6, 2026	Jul 6, 2026	$135.98	+5.30%	+$424 gain
90 days afterSep 3, 2026	Sep 3, 2026	$124.71	−3.43%	−$274 loss
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	−1.49%	−$119 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. AMGN closed at $349.58 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$345.73	−1.10%	−$88 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$355.20	+1.61%	+$129 gain
30 days afterJul 6, 2026	Jul 6, 2026	$366.44	+4.82%	+$386 gain
90 days afterSep 3, 2026	Sep 3, 2026	$444.12	+27.0%	+$2,164 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+25.6%	+$2,045 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

AT&T Inc.T

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. T closed at $22.75 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$22.50	−1.10%	−$88 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$23.58	+3.65%	+$292 gain
30 days afterJul 6, 2026	Jul 6, 2026	$20.58	−9.54%	−$763 loss
90 days afterSep 3, 2026	Sep 3, 2026	$26.19	+15.1%	+$1,210 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	+2.95%	+$236 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Kroger CompanyKR

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. KR closed at $63.57 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$62.96	−0.96%	−$77 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$64.71	+1.79%	+$143 gain
30 days afterJul 6, 2026	Jul 6, 2026	$58.25	−8.37%	−$670 loss
90 days afterSep 3, 2026	Sep 3, 2026	$58.51	−7.96%	−$637 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−0.93%	−$74 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jun 5, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 11, 2026New

Disclosed 7 days after the trade. LRCX closed at $303.28 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$324.45	+6.98%	$558 gain missed
Day of disclosureJun 12, 2026	Jun 12, 2026	$366.81	+20.9%	$1,676 gain missed
30 days afterJul 6, 2026	Jul 6, 2026	$350.20	+15.5%	$1,238 gain missed
90 days afterSep 3, 2026	Sep 3, 2026	$292.66	−3.50%	$280 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	−13.1%	$1,051 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 5, 2026Filed 7 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. GOOGL closed at $368.53 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$363.31	−1.42%	−$113 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$359.68	−2.40%	−$192 loss
30 days afterJul 6, 2026	Jul 6, 2026	$366.46	−0.56%	−$45 loss
90 days afterSep 3, 2026	Sep 3, 2026	$342.48	−7.07%	−$566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−7.67%	−$613 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 7 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. AMZN closed at $246.03 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$245.22	−0.33%	$26 loss avoided
Day of disclosureJun 12, 2026	Jun 12, 2026	$238.55	−3.04%	$243 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$244.16	−0.76%	$61 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$258.90	+5.23%	$419 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+6.75%	$540 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 7 days later

Member

American Electric Power Company, Inc.AEPStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. AEP closed at $129.14 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$126.77	−1.84%	−$147 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$129.23	+0.07%	+$6 gain
30 days afterJul 6, 2026	Jul 6, 2026	$135.98	+5.30%	+$424 gain
90 days afterSep 3, 2026	Sep 3, 2026	$124.71	−3.43%	−$274 loss
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	−1.49%	−$119 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 7 days later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. AMGN closed at $349.58 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$345.73	−1.10%	−$88 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$355.20	+1.61%	+$129 gain
30 days afterJul 6, 2026	Jul 6, 2026	$366.44	+4.82%	+$386 gain
90 days afterSep 3, 2026	Sep 3, 2026	$444.12	+27.0%	+$2,164 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+25.6%	+$2,045 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 7 days later

Member

AT&T Inc.TStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. T closed at $22.75 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$22.50	−1.10%	−$88 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$23.58	+3.65%	+$292 gain
30 days afterJul 6, 2026	Jul 6, 2026	$20.58	−9.54%	−$763 loss
90 days afterSep 3, 2026	Sep 3, 2026	$26.19	+15.1%	+$1,210 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	+2.95%	+$236 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 7 days later

Member

Kroger CompanyKRStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. KR closed at $63.57 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 8, 2026	Jun 8, 2026	$62.96	−0.96%	−$77 loss
Day of disclosureJun 12, 2026	Jun 12, 2026	$64.71	+1.79%	+$143 gain
30 days afterJul 6, 2026	Jul 6, 2026	$58.25	−8.37%	−$670 loss
90 days afterSep 3, 2026	Sep 3, 2026	$58.51	−7.96%	−$637 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−0.93%	−$74 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 7 days later

Member

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Jun 11, 2026New

Disclosed 7 days after the trade. LRCX closed at $303.28 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$324.45	+6.98%	$558 gain missed
Day of disclosureJun 12, 2026	Jun 12, 2026	$366.81	+20.9%	$1,676 gain missed
30 days afterJul 6, 2026	Jul 6, 2026	$350.20	+15.5%	$1,238 gain missed
90 days afterSep 3, 2026	Sep 3, 2026	$292.66	−3.50%	$280 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	−13.1%	$1,051 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 13 days after the trade. GOOGL closed at $396.78 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 18, 2026	May 18, 2026	$396.94	+0.04%	$3 gain missed
Day of disclosureMay 28, 2026	May 28, 2026	$390.13	−1.68%	$134 loss avoided
30 days afterJun 16, 2026	Jun 16, 2026	$373.25	−5.93%	$474 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$346.36	−12.7%	$1,017 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−14.2%	$1,139 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: May 15, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. AAPL closed at $300.23 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 18, 2026	May 18, 2026	$297.84	−0.80%	$64 loss avoided
Day of disclosureMay 28, 2026	May 28, 2026	$312.51	+4.09%	$327 gain missed
30 days afterJun 15, 2026	Jun 15, 2026	$296.42	−1.27%	$102 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$305.26	+1.68%	$134 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+13.1%	$1,047 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. AAPL closed at $300.23 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 18, 2026	May 18, 2026	$297.84	−0.80%	$64 loss avoided
Day of disclosureMay 28, 2026	May 28, 2026	$312.51	+4.09%	$327 gain missed
30 days afterJun 15, 2026	Jun 15, 2026	$296.42	−1.27%	$102 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$305.26	+1.68%	$134 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+13.1%	$1,047 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

AT&T Inc.T

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. T closed at $24.03 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$24.43	+1.66%	+$133 gain
Day of disclosureMay 28, 2026	May 28, 2026	$24.88	+3.54%	+$283 gain
30 days afterJun 16, 2026	Jun 16, 2026	$23.16	−3.62%	−$290 loss
90 days afterAug 13, 2026	Aug 13, 2026	$24.58	+2.29%	+$183 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−2.54%	−$203 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

AT&T Inc.T

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. T closed at $24.03 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$24.43	+1.66%	+$133 gain
Day of disclosureMay 28, 2026	May 28, 2026	$24.88	+3.54%	+$283 gain
30 days afterJun 16, 2026	Jun 16, 2026	$23.16	−3.62%	−$290 loss
90 days afterAug 13, 2026	Aug 13, 2026	$24.58	+2.29%	+$183 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−2.54%	−$203 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. HD closed at $297.51 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$299.81	+0.77%	+$62 gain
Day of disclosureMay 28, 2026	May 28, 2026	$321.21	+7.97%	+$637 gain
30 days afterJun 16, 2026	Jun 16, 2026	$337.09	+13.3%	+$1,064 gain
90 days afterAug 13, 2026	Aug 13, 2026	$341.70	+14.9%	+$1,188 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+5.92%	+$473 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. HD closed at $297.51 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$299.81	+0.77%	+$62 gain
Day of disclosureMay 28, 2026	May 28, 2026	$321.21	+7.97%	+$637 gain
30 days afterJun 16, 2026	Jun 16, 2026	$337.09	+13.3%	+$1,064 gain
90 days afterAug 13, 2026	Aug 13, 2026	$341.70	+14.9%	+$1,188 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+5.92%	+$473 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Medpace Holdings, Inc. - Common StockMEDP

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. MEDP closed at $415.27 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$420.67	+1.30%	+$104 gain
Day of disclosureMay 28, 2026	May 28, 2026	$448.12	+7.91%	+$633 gain
30 days afterJun 15, 2026	Jun 15, 2026	$467.50	+12.6%	+$1,006 gain
90 days afterAug 13, 2026	Aug 13, 2026	$581.95	+40.1%	+$3,211 gain
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+49.9%	+$3,991 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Medpace Holdings, Inc. - Common StockMEDP

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. MEDP closed at $415.27 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$420.67	+1.30%	+$104 gain
Day of disclosureMay 28, 2026	May 28, 2026	$448.12	+7.91%	+$633 gain
30 days afterJun 15, 2026	Jun 15, 2026	$467.50	+12.6%	+$1,006 gain
90 days afterAug 13, 2026	Aug 13, 2026	$581.95	+40.1%	+$3,211 gain
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+49.9%	+$3,991 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. PH closed at $862.72 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$858.43	−0.50%	−$40 loss
Day of disclosureMay 28, 2026	May 28, 2026	$852.81	−1.15%	−$92 loss
30 days afterJun 16, 2026	Jun 16, 2026	$938.51	+8.79%	+$703 gain
90 days afterAug 13, 2026	Aug 13, 2026	$1,058.87	+22.7%	+$1,819 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+9.49%	+$759 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: May 15, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 28, 2026New

Disclosed 13 days after the trade. PH closed at $862.72 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$858.43	−0.50%	−$40 loss
Day of disclosureMay 28, 2026	May 28, 2026	$852.81	−1.15%	−$92 loss
30 days afterJun 16, 2026	Jun 16, 2026	$938.51	+8.79%	+$703 gain
90 days afterAug 13, 2026	Aug 13, 2026	$1,058.87	+22.7%	+$1,819 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+9.49%	+$759 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

May 15, 2026Filed 13 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$15,001 - $50,000

Notified May 28, 2026New

Disclosed 13 days after the trade. GOOGL closed at $396.78 on May 15, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 18, 2026	May 18, 2026	$396.94	+0.04%	$13 gain missed
Day of disclosureMay 28, 2026	May 28, 2026	$390.13	−1.68%	$545 loss avoided
30 days afterJun 16, 2026	Jun 16, 2026	$373.25	−5.93%	$1,927 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$346.36	−12.7%	$4,130 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−14.2%	$4,628 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. GOOGL closed at $396.78 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 18, 2026	May 18, 2026	$396.94	+0.04%	$3 gain missed
Day of disclosureMay 28, 2026	May 28, 2026	$390.13	−1.68%	$134 loss avoided
30 days afterJun 16, 2026	Jun 16, 2026	$373.25	−5.93%	$474 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$346.36	−12.7%	$1,017 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−14.2%	$1,139 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. AAPL closed at $300.23 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 18, 2026	May 18, 2026	$297.84	−0.80%	$64 loss avoided
Day of disclosureMay 28, 2026	May 28, 2026	$312.51	+4.09%	$327 gain missed
30 days afterJun 15, 2026	Jun 15, 2026	$296.42	−1.27%	$102 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$305.26	+1.68%	$134 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+13.1%	$1,047 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. AAPL closed at $300.23 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 18, 2026	May 18, 2026	$297.84	−0.80%	$64 loss avoided
Day of disclosureMay 28, 2026	May 28, 2026	$312.51	+4.09%	$327 gain missed
30 days afterJun 15, 2026	Jun 15, 2026	$296.42	−1.27%	$102 loss avoided
90 days afterAug 13, 2026	Aug 13, 2026	$305.26	+1.68%	$134 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+13.1%	$1,047 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

AT&T Inc.TStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. T closed at $24.03 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$24.43	+1.66%	+$133 gain
Day of disclosureMay 28, 2026	May 28, 2026	$24.88	+3.54%	+$283 gain
30 days afterJun 16, 2026	Jun 16, 2026	$23.16	−3.62%	−$290 loss
90 days afterAug 13, 2026	Aug 13, 2026	$24.58	+2.29%	+$183 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−2.54%	−$203 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

AT&T Inc.TStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. T closed at $24.03 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$24.43	+1.66%	+$133 gain
Day of disclosureMay 28, 2026	May 28, 2026	$24.88	+3.54%	+$283 gain
30 days afterJun 16, 2026	Jun 16, 2026	$23.16	−3.62%	−$290 loss
90 days afterAug 13, 2026	Aug 13, 2026	$24.58	+2.29%	+$183 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−2.54%	−$203 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. HD closed at $297.51 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$299.81	+0.77%	+$62 gain
Day of disclosureMay 28, 2026	May 28, 2026	$321.21	+7.97%	+$637 gain
30 days afterJun 16, 2026	Jun 16, 2026	$337.09	+13.3%	+$1,064 gain
90 days afterAug 13, 2026	Aug 13, 2026	$341.70	+14.9%	+$1,188 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+5.92%	+$473 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. HD closed at $297.51 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$299.81	+0.77%	+$62 gain
Day of disclosureMay 28, 2026	May 28, 2026	$321.21	+7.97%	+$637 gain
30 days afterJun 16, 2026	Jun 16, 2026	$337.09	+13.3%	+$1,064 gain
90 days afterAug 13, 2026	Aug 13, 2026	$341.70	+14.9%	+$1,188 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+5.92%	+$473 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Medpace Holdings, Inc. - Common StockMEDPStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. MEDP closed at $415.27 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$420.67	+1.30%	+$104 gain
Day of disclosureMay 28, 2026	May 28, 2026	$448.12	+7.91%	+$633 gain
30 days afterJun 15, 2026	Jun 15, 2026	$467.50	+12.6%	+$1,006 gain
90 days afterAug 13, 2026	Aug 13, 2026	$581.95	+40.1%	+$3,211 gain
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+49.9%	+$3,991 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Medpace Holdings, Inc. - Common StockMEDPStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. MEDP closed at $415.27 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$420.67	+1.30%	+$104 gain
Day of disclosureMay 28, 2026	May 28, 2026	$448.12	+7.91%	+$633 gain
30 days afterJun 15, 2026	Jun 15, 2026	$467.50	+12.6%	+$1,006 gain
90 days afterAug 13, 2026	Aug 13, 2026	$581.95	+40.1%	+$3,211 gain
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+49.9%	+$3,991 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. PH closed at $862.72 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$858.43	−0.50%	−$40 loss
Day of disclosureMay 28, 2026	May 28, 2026	$852.81	−1.15%	−$92 loss
30 days afterJun 16, 2026	Jun 16, 2026	$938.51	+8.79%	+$703 gain
90 days afterAug 13, 2026	Aug 13, 2026	$1,058.87	+22.7%	+$1,819 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+9.49%	+$759 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 15, 2026Filed 13 days later

Member

Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified May 28, 2026New

Disclosed 13 days after the trade. PH closed at $862.72 on May 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 18, 2026	May 18, 2026	$858.43	−0.50%	−$40 loss
Day of disclosureMay 28, 2026	May 28, 2026	$852.81	−1.15%	−$92 loss
30 days afterJun 16, 2026	Jun 16, 2026	$938.51	+8.79%	+$703 gain
90 days afterAug 13, 2026	Aug 13, 2026	$1,058.87	+22.7%	+$1,819 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+9.49%	+$759 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 10 days after the trade. AVGO closed at $418.20 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$399.83	−4.39%	$351 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$412.56	−1.35%	$108 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$421.86	+0.88%	$70 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$383.22	−8.36%	$669 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−20.0%	$1,604 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Apr 27, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. HD closed at $332.30 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$329.06	−0.98%	$78 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$322.64	−2.91%	$233 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$317.85	−4.35%	$348 loss avoided
90 days afterJul 27, 2026	Jul 27, 2026	$336.09	+1.14%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−5.17%	$414 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Apr 27, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. HD closed at $332.30 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$329.06	−0.98%	−$78 loss
Day of disclosureMay 7, 2026	May 7, 2026	$322.64	−2.91%	−$233 loss
30 days afterMay 27, 2026	May 27, 2026	$317.85	−4.35%	−$348 loss
90 days afterJul 27, 2026	Jul 27, 2026	$336.09	+1.14%	+$91 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−5.17%	−$414 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Apr 27, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. LRCX closed at $259.47 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$251.23	−3.18%	$254 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$286.52	+10.4%	$834 gain missed
30 days afterMay 27, 2026	May 27, 2026	$318.93	+22.9%	$1,834 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$291.61	+12.4%	$991 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+1.53%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Apr 27, 2026Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. LRCX closed at $259.47 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$251.23	−3.18%	$254 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$286.52	+10.4%	$834 gain missed
30 days afterMay 27, 2026	May 27, 2026	$318.93	+22.9%	$1,834 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$291.61	+12.4%	$991 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+1.53%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Apr 27, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. PG closed at $148.40 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$149.17	+0.52%	+$42 gain
Day of disclosureMay 7, 2026	May 7, 2026	$146.06	−1.58%	−$126 loss
30 days afterMay 27, 2026	May 27, 2026	$147.49	−0.61%	−$49 loss
90 days afterJul 27, 2026	Jul 27, 2026	$148.63	+0.15%	+$12 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+7.36%	+$589 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Apr 27, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. PG closed at $148.40 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$149.17	+0.52%	+$42 gain
Day of disclosureMay 7, 2026	May 7, 2026	$146.06	−1.58%	−$126 loss
30 days afterMay 27, 2026	May 27, 2026	$147.49	−0.61%	−$49 loss
90 days afterJul 27, 2026	Jul 27, 2026	$148.63	+0.15%	+$12 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+7.36%	+$589 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Apr 27, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. PGR closed at $201.98 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$203.03	+0.52%	+$42 gain
Day of disclosureMay 7, 2026	May 7, 2026	$195.75	−3.08%	−$247 loss
30 days afterMay 27, 2026	May 27, 2026	$196.91	−2.51%	−$201 loss
90 days afterJul 27, 2026	Jul 27, 2026	$215.76	+6.82%	+$546 gain
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+9.88%	+$790 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Apr 27, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 10 days after the trade. V closed at $309.65 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$309.30	−0.11%	−$9 loss
Day of disclosureMay 7, 2026	May 7, 2026	$321.28	+3.76%	+$301 gain
30 days afterMay 27, 2026	May 27, 2026	$327.61	+5.80%	+$464 gain
90 days afterJul 27, 2026	Jul 27, 2026	$362.53	+17.1%	+$1,366 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+31.3%	+$2,504 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 27, 2026Filed 10 days later

Member

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. AVGO closed at $418.20 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$399.83	−4.39%	$351 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$412.56	−1.35%	$108 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$421.86	+0.88%	$70 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$383.22	−8.36%	$669 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−20.0%	$1,604 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. AVGO closed at $418.20 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$399.83	−4.39%	$351 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$412.56	−1.35%	$108 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$421.86	+0.88%	$70 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$383.22	−8.36%	$669 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−20.0%	$1,604 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. HD closed at $332.30 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$329.06	−0.98%	$78 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$322.64	−2.91%	$233 loss avoided
30 days afterMay 27, 2026	May 27, 2026	$317.85	−4.35%	$348 loss avoided
90 days afterJul 27, 2026	Jul 27, 2026	$336.09	+1.14%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−5.17%	$414 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. HD closed at $332.30 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$329.06	−0.98%	−$78 loss
Day of disclosureMay 7, 2026	May 7, 2026	$322.64	−2.91%	−$233 loss
30 days afterMay 27, 2026	May 27, 2026	$317.85	−4.35%	−$348 loss
90 days afterJul 27, 2026	Jul 27, 2026	$336.09	+1.14%	+$91 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−5.17%	−$414 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. LRCX closed at $259.47 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$251.23	−3.18%	$254 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$286.52	+10.4%	$834 gain missed
30 days afterMay 27, 2026	May 27, 2026	$318.93	+22.9%	$1,834 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$291.61	+12.4%	$991 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+1.53%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. LRCX closed at $259.47 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 28, 2026	Apr 28, 2026	$251.23	−3.18%	$254 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$286.52	+10.4%	$834 gain missed
30 days afterMay 27, 2026	May 27, 2026	$318.93	+22.9%	$1,834 gain missed
90 days afterJul 27, 2026	Jul 27, 2026	$291.61	+12.4%	$991 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+1.53%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. PG closed at $148.40 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$149.17	+0.52%	+$42 gain
Day of disclosureMay 7, 2026	May 7, 2026	$146.06	−1.58%	−$126 loss
30 days afterMay 27, 2026	May 27, 2026	$147.49	−0.61%	−$49 loss
90 days afterJul 27, 2026	Jul 27, 2026	$148.63	+0.15%	+$12 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+7.36%	+$589 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. PG closed at $148.40 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$149.17	+0.52%	+$42 gain
Day of disclosureMay 7, 2026	May 7, 2026	$146.06	−1.58%	−$126 loss
30 days afterMay 27, 2026	May 27, 2026	$147.49	−0.61%	−$49 loss
90 days afterJul 27, 2026	Jul 27, 2026	$148.63	+0.15%	+$12 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+7.36%	+$589 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Progressive CorporationPGRStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. PGR closed at $201.98 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$203.03	+0.52%	+$42 gain
Day of disclosureMay 7, 2026	May 7, 2026	$195.75	−3.08%	−$247 loss
30 days afterMay 27, 2026	May 27, 2026	$196.91	−2.51%	−$201 loss
90 days afterJul 27, 2026	Jul 27, 2026	$215.76	+6.82%	+$546 gain
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+9.88%	+$790 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 27, 2026Filed 10 days later

Member

Visa Inc.VStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 10 days after the trade. V closed at $309.65 on Apr 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 28, 2026	Apr 28, 2026	$309.30	−0.11%	−$9 loss
Day of disclosureMay 7, 2026	May 7, 2026	$321.28	+3.76%	+$301 gain
30 days afterMay 27, 2026	May 27, 2026	$327.61	+5.80%	+$464 gain
90 days afterJul 27, 2026	Jul 27, 2026	$362.53	+17.1%	+$1,366 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+31.3%	+$2,504 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.