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 Apr 2, 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: Mar 24, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 25, 2026New

Disclosed 9 days after the trade. IBP closed at $267.80 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$271.60	+1.42%	+$114 gain
Day of disclosureApr 2, 2026	Apr 2, 2026	$268.71	+0.34%	+$27 gain
30 days afterApr 23, 2026	Apr 23, 2026	$308.98	+15.4%	+$1,230 gain
90 days afterJun 22, 2026	Jun 22, 2026	$211.92	−20.9%	−$1,670 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−29.3%	−$2,343 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.

Kroger CompanyKR

Stocks (including ADRs) [ST]

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

Transaction date: Mar 24, 2026Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 25, 2026New

Disclosed 9 days after the trade. KR closed at $71.88 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$70.36	−2.11%	$169 loss avoided
Day of disclosureApr 2, 2026	Apr 2, 2026	$72.35	+0.65%	$52 gain missed
30 days afterApr 23, 2026	Apr 23, 2026	$69.10	−3.87%	$309 loss avoided
90 days afterJun 22, 2026	Jun 22, 2026	$55.76	−22.4%	$1,794 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−12.4%	$991 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

Mar 24, 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 Mar 25, 2026New

Disclosed 9 days after the trade. IBP closed at $267.80 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$271.60	+1.42%	+$114 gain
Day of disclosureApr 2, 2026	Apr 2, 2026	$268.71	+0.34%	+$27 gain
30 days afterApr 23, 2026	Apr 23, 2026	$308.98	+15.4%	+$1,230 gain
90 days afterJun 22, 2026	Jun 22, 2026	$211.92	−20.9%	−$1,670 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−29.3%	−$2,343 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.

Mar 24, 2026Filed 9 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 25, 2026New

Disclosed 9 days after the trade. KR closed at $71.88 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$70.36	−2.11%	$169 loss avoided
Day of disclosureApr 2, 2026	Apr 2, 2026	$72.35	+0.65%	$52 gain missed
30 days afterApr 23, 2026	Apr 23, 2026	$69.10	−3.87%	$309 loss avoided
90 days afterJun 22, 2026	Jun 22, 2026	$55.76	−22.4%	$1,794 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−12.4%	$991 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.

Periodic Transaction Report · filed Mar 20, 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: Mar 12, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. CVX closed at $196.97 on Mar 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 tradeMar 13, 2026	Mar 13, 2026	$196.82	−0.08%	$6 loss avoided
Day of disclosureMar 20, 2026	Mar 20, 2026	$201.73	+2.42%	$193 gain missed
30 days afterApr 13, 2026	Apr 13, 2026	$191.78	−2.63%	$211 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$185.82	−5.66%	$453 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+14.6%	$1,167 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.

Chevron Corporation Common StockCVX
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Mar 11, 2026Filed 9 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Mar 6, 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: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. GOOGL closed at $307.38 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$311.76	+1.42%	+$114 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$298.52	−2.88%	−$231 loss
30 days afterMar 30, 2026	Mar 30, 2026	$273.50	−11.0%	−$882 loss
90 days afterMay 27, 2026	May 27, 2026	$388.83	+26.5%	+$2,120 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+10.7%	+$856 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Feb 26, 2026Filed 8 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

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

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

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

Transaction date: Feb 9, 2026Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. AMZN closed at $208.72 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$206.96	−0.84%	−$67 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$210.11	+0.67%	+$53 gain
30 days afterMar 11, 2026	Mar 11, 2026	$212.65	+1.88%	+$151 gain
90 days afterMay 11, 2026	May 11, 2026	$268.99	+28.9%	+$2,310 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+25.8%	+$2,067 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.

Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Feb 9, 2026Filed 11 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Feb 2, 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: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. GOOGL closed at $330.00 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$322.00	−2.42%	$194 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$343.69	+4.15%	$332 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$302.02	−8.48%	$678 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$336.02	+1.82%	$146 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+3.11%	$249 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jan 29, 2026Filed 4 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Feb 2, 2026 · House Clerk

View original filing

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. AAPL closed at $255.53 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$246.70	−3.46%	−$276 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$270.01	+5.67%	+$453 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$263.88	+3.27%	+$261 gain
90 days afterApr 16, 2026	Apr 16, 2026	$263.40	+3.08%	+$246 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.9%	+$2,629 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 > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Jan 16, 2026Filed 17 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jan 21, 2026 · House Clerk

View original filing

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

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

Transaction date: Jan 8, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. AVGO closed at $332.48 on Jan 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 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$344.97	+3.76%	$301 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$328.80	−1.11%	$89 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$343.94	+3.45%	$276 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$350.63	+5.46%	$437 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+0.57%	$45 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.

Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Jan 8, 2026Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Dec 19, 2025 · House Clerk

View original filing

Eaton Corporation, PLC Ordinary SharesETN

Stocks (including ADRs) [ST]

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

Transaction date: Dec 10, 2025Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 19, 2025New

Disclosed 9 days after the trade. ETN closed at $353.45 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$350.36	−0.87%	−$70 loss
Day of disclosureDec 19, 2025	Dec 19, 2025	$317.80	−10.1%	−$807 loss
30 days afterJan 9, 2026	Jan 9, 2026	$324.51	−8.19%	−$655 loss
90 days afterMar 10, 2026	Mar 10, 2026	$361.06	+2.15%	+$172 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+8.07%	+$646 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.

Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Dec 10, 2025Filed 9 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Dec 5, 2025 · House Clerk

View original filing

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

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

Transaction date: Dec 3, 2025Filed 2 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 5, 2025New

Disclosed 2 days after the trade. AMGN closed at $345.42 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$340.16	−1.52%	$122 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$329.89	−4.50%	$360 loss avoided
30 days afterJan 2, 2026	Jan 2, 2026	$327.64	−5.15%	$412 loss avoided
90 days afterMar 3, 2026	Mar 3, 2026	$377.00	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+27.1%	$2,166 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.

Amgen Inc. - Common StockAMGN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Dec 3, 2025Filed 2 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Nov 18, 2025 · 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: Nov 3, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. GOOGL closed at $283.72 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$277.54	−2.18%	$174 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$284.28	+0.20%	$16 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$319.63	+12.7%	$1,013 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$343.69	+21.1%	$1,691 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+19.9%	$1,595 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.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Nov 3, 2025Filed 15 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 Apr 2, 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: Mar 24, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 25, 2026New

Disclosed 9 days after the trade. IBP closed at $267.80 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$271.60	+1.42%	+$114 gain
Day of disclosureApr 2, 2026	Apr 2, 2026	$268.71	+0.34%	+$27 gain
30 days afterApr 23, 2026	Apr 23, 2026	$308.98	+15.4%	+$1,230 gain
90 days afterJun 22, 2026	Jun 22, 2026	$211.92	−20.9%	−$1,670 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−29.3%	−$2,343 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.

Kroger CompanyKR

Stocks (including ADRs) [ST]

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

Transaction date: Mar 24, 2026Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 25, 2026New

Disclosed 9 days after the trade. KR closed at $71.88 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$70.36	−2.11%	$169 loss avoided
Day of disclosureApr 2, 2026	Apr 2, 2026	$72.35	+0.65%	$52 gain missed
30 days afterApr 23, 2026	Apr 23, 2026	$69.10	−3.87%	$309 loss avoided
90 days afterJun 22, 2026	Jun 22, 2026	$55.76	−22.4%	$1,794 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−12.4%	$991 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

Mar 24, 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 Mar 25, 2026New

Disclosed 9 days after the trade. IBP closed at $267.80 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$271.60	+1.42%	+$114 gain
Day of disclosureApr 2, 2026	Apr 2, 2026	$268.71	+0.34%	+$27 gain
30 days afterApr 23, 2026	Apr 23, 2026	$308.98	+15.4%	+$1,230 gain
90 days afterJun 22, 2026	Jun 22, 2026	$211.92	−20.9%	−$1,670 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−29.3%	−$2,343 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.

Mar 24, 2026Filed 9 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 25, 2026New

Disclosed 9 days after the trade. KR closed at $71.88 on Mar 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 tradeMar 25, 2026	Mar 25, 2026	$70.36	−2.11%	$169 loss avoided
Day of disclosureApr 2, 2026	Apr 2, 2026	$72.35	+0.65%	$52 gain missed
30 days afterApr 23, 2026	Apr 23, 2026	$69.10	−3.87%	$309 loss avoided
90 days afterJun 22, 2026	Jun 22, 2026	$55.76	−22.4%	$1,794 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−12.4%	$991 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.

Periodic Transaction Report · filed Mar 20, 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: Mar 12, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. CVX closed at $196.97 on Mar 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 tradeMar 13, 2026	Mar 13, 2026	$196.82	−0.08%	$6 loss avoided
Day of disclosureMar 20, 2026	Mar 20, 2026	$201.73	+2.42%	$193 gain missed
30 days afterApr 13, 2026	Apr 13, 2026	$191.78	−2.63%	$211 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$185.82	−5.66%	$453 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+14.6%	$1,167 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.

Chevron Corporation Common StockCVX
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Mar 11, 2026Filed 9 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Mar 6, 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: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. GOOGL closed at $307.38 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$311.76	+1.42%	+$114 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$298.52	−2.88%	−$231 loss
30 days afterMar 30, 2026	Mar 30, 2026	$273.50	−11.0%	−$882 loss
90 days afterMay 27, 2026	May 27, 2026	$388.83	+26.5%	+$2,120 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+10.7%	+$856 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Feb 26, 2026Filed 8 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

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

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

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

Transaction date: Feb 9, 2026Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. AMZN closed at $208.72 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$206.96	−0.84%	−$67 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$210.11	+0.67%	+$53 gain
30 days afterMar 11, 2026	Mar 11, 2026	$212.65	+1.88%	+$151 gain
90 days afterMay 11, 2026	May 11, 2026	$268.99	+28.9%	+$2,310 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+25.8%	+$2,067 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.

Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Feb 9, 2026Filed 11 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Feb 2, 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: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. GOOGL closed at $330.00 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$322.00	−2.42%	$194 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$343.69	+4.15%	$332 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$302.02	−8.48%	$678 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$336.02	+1.82%	$146 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+3.11%	$249 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jan 29, 2026Filed 4 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Feb 2, 2026 · House Clerk

View original filing

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. AAPL closed at $255.53 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$246.70	−3.46%	−$276 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$270.01	+5.67%	+$453 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$263.88	+3.27%	+$261 gain
90 days afterApr 16, 2026	Apr 16, 2026	$263.40	+3.08%	+$246 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.9%	+$2,629 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 > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Jan 16, 2026Filed 17 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jan 21, 2026 · House Clerk

View original filing

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

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

Transaction date: Jan 8, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. AVGO closed at $332.48 on Jan 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 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$344.97	+3.76%	$301 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$328.80	−1.11%	$89 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$343.94	+3.45%	$276 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$350.63	+5.46%	$437 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+0.57%	$45 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.

Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Jan 8, 2026Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Dec 19, 2025 · House Clerk

View original filing

Eaton Corporation, PLC Ordinary SharesETN

Stocks (including ADRs) [ST]

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

Transaction date: Dec 10, 2025Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 19, 2025New

Disclosed 9 days after the trade. ETN closed at $353.45 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$350.36	−0.87%	−$70 loss
Day of disclosureDec 19, 2025	Dec 19, 2025	$317.80	−10.1%	−$807 loss
30 days afterJan 9, 2026	Jan 9, 2026	$324.51	−8.19%	−$655 loss
90 days afterMar 10, 2026	Mar 10, 2026	$361.06	+2.15%	+$172 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+8.07%	+$646 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.

Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Dec 10, 2025Filed 9 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Dec 5, 2025 · House Clerk

View original filing

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

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

Transaction date: Dec 3, 2025Filed 2 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 5, 2025New

Disclosed 2 days after the trade. AMGN closed at $345.42 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$340.16	−1.52%	$122 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$329.89	−4.50%	$360 loss avoided
30 days afterJan 2, 2026	Jan 2, 2026	$327.64	−5.15%	$412 loss avoided
90 days afterMar 3, 2026	Mar 3, 2026	$377.00	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+27.1%	$2,166 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.

Amgen Inc. - Common StockAMGN
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Dec 3, 2025Filed 2 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Nov 18, 2025 · 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: Nov 3, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. GOOGL closed at $283.72 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$277.54	−2.18%	$174 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$284.28	+0.20%	$16 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$319.63	+12.7%	$1,013 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$343.69	+21.1%	$1,691 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+19.9%	$1,595 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.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Nov 3, 2025Filed 15 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Disclosed 9 days after the trade. CVX closed at $191.79 on Mar 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 sold
Day after the tradeMar 12, 2026	Mar 12, 2026	$196.97	+2.70%	$216 gain missed
Day of disclosureMar 20, 2026	Mar 20, 2026	$201.73	+5.18%	$415 gain missed
30 days afterApr 10, 2026	Apr 10, 2026	$188.55	−1.69%	$135 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$185.82	−3.11%	$249 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+17.7%	$1,415 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.

Fifth Third Bancorp - Common StockFITB

Stocks (including ADRs) [ST]

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

Transaction date: Mar 11, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 9 days after the trade. FITB closed at $45.06 on Mar 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 tradeMar 12, 2026	Mar 12, 2026	$43.59	−3.26%	−$261 loss
Day of disclosureMar 20, 2026	Mar 20, 2026	$44.19	−1.93%	−$154 loss
30 days afterApr 10, 2026	Apr 10, 2026	$49.31	+9.43%	+$755 gain
90 days afterJun 11, 2026	Jun 11, 2026	$53.42	+18.6%	+$1,484 gain
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+16.3%	+$1,305 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: Mar 12, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. HD closed at $338.93 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$339.03	+0.03%	+$2 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$320.75	−5.36%	−$429 loss
30 days afterApr 13, 2026	Apr 13, 2026	$341.16	+0.66%	+$53 gain
90 days afterJun 11, 2026	Jun 11, 2026	$326.01	−3.81%	−$305 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−7.03%	−$562 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Mar 12, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. IBP closed at $272.11 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$284.69	+4.62%	+$370 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$258.79	−4.90%	−$392 loss
30 days afterApr 13, 2026	Apr 13, 2026	$289.72	+6.47%	+$518 gain
90 days afterJun 11, 2026	Jun 11, 2026	$207.50	−23.7%	−$1,900 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−30.4%	−$2,433 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: Mar 12, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. LRCX closed at $209.49 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$212.20	+1.29%	+$104 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$228.36	+9.01%	+$721 gain
30 days afterApr 13, 2026	Apr 13, 2026	$267.32	+27.6%	+$2,209 gain
90 days afterJun 11, 2026	Jun 11, 2026	$362.52	+73.0%	+$5,845 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+25.8%	+$2,061 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: Mar 11, 2026Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 9 days after the trade. MPC closed at $226.74 on Mar 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 sold
Day after the tradeMar 12, 2026	Mar 12, 2026	$230.07	+1.47%	$118 gain missed
Day of disclosureMar 20, 2026	Mar 20, 2026	$232.53	+2.55%	$204 gain missed
30 days afterApr 10, 2026	Apr 10, 2026	$222.62	−1.82%	$145 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$260.81	+15.0%	$1,202 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+109.5%	$8,762 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: Mar 11, 2026Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 9 days after the trade. MPC closed at $226.74 on Mar 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 sold
Day after the tradeMar 12, 2026	Mar 12, 2026	$230.07	+1.47%	$118 gain missed
Day of disclosureMar 20, 2026	Mar 20, 2026	$232.53	+2.55%	$204 gain missed
30 days afterApr 10, 2026	Apr 10, 2026	$222.62	−1.82%	$145 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$260.81	+15.0%	$1,202 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+109.5%	$8,762 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.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

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

Transaction date: Mar 12, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. PH closed at $902.17 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$889.86	−1.36%	−$109 loss
Day of disclosureMar 20, 2026	Mar 20, 2026	$894.41	−0.86%	−$69 loss
30 days afterApr 13, 2026	Apr 13, 2026	$989.49	+9.68%	+$774 gain
90 days afterJun 11, 2026	Jun 11, 2026	$902.37	+0.02%	+$2 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+4.70%	+$376 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.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

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

Transaction date: Mar 12, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 8 days after the trade. RPM closed at $99.66 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$99.76	+0.10%	+$8 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$93.23	−6.45%	−$516 loss
30 days afterApr 13, 2026	Apr 13, 2026	$109.44	+9.81%	+$785 gain
90 days afterJun 11, 2026	Jun 11, 2026	$107.53	+7.90%	+$632 gain
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	+0.46%	+$37 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.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

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

Transaction date: Mar 11, 2026Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 19, 2026New

Disclosed 9 days after the trade. RPM closed at $101.53 on Mar 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 tradeMar 12, 2026	Mar 12, 2026	$99.66	−1.84%	−$147 loss
Day of disclosureMar 20, 2026	Mar 20, 2026	$93.23	−8.17%	−$654 loss
30 days afterApr 10, 2026	Apr 10, 2026	$109.20	+7.55%	+$604 gain
90 days afterJun 11, 2026	Jun 11, 2026	$107.53	+5.91%	+$473 gain
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−1.39%	−$111 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

Mar 12, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 19, 2026New

Disclosed 8 days after the trade. CVX closed at $196.97 on Mar 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 tradeMar 13, 2026	Mar 13, 2026	$196.82	−0.08%	$6 loss avoided
Day of disclosureMar 20, 2026	Mar 20, 2026	$201.73	+2.42%	$193 gain missed
30 days afterApr 13, 2026	Apr 13, 2026	$191.78	−2.63%	$211 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$185.82	−5.66%	$453 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+14.6%	$1,167 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.

Mar 11, 2026Filed 9 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 19, 2026New

Disclosed 9 days after the trade. CVX closed at $191.79 on Mar 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 sold
Day after the tradeMar 12, 2026	Mar 12, 2026	$196.97	+2.70%	$216 gain missed
Day of disclosureMar 20, 2026	Mar 20, 2026	$201.73	+5.18%	$415 gain missed
30 days afterApr 10, 2026	Apr 10, 2026	$188.55	−1.69%	$135 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$185.82	−3.11%	$249 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+17.7%	$1,415 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.

Mar 11, 2026Filed 9 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 19, 2026New

Disclosed 9 days after the trade. FITB closed at $45.06 on Mar 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 tradeMar 12, 2026	Mar 12, 2026	$43.59	−3.26%	−$261 loss
Day of disclosureMar 20, 2026	Mar 20, 2026	$44.19	−1.93%	−$154 loss
30 days afterApr 10, 2026	Apr 10, 2026	$49.31	+9.43%	+$755 gain
90 days afterJun 11, 2026	Jun 11, 2026	$53.42	+18.6%	+$1,484 gain
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+16.3%	+$1,305 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.

Mar 12, 2026Filed 8 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 Mar 19, 2026New

Disclosed 8 days after the trade. HD closed at $338.93 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$339.03	+0.03%	+$2 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$320.75	−5.36%	−$429 loss
30 days afterApr 13, 2026	Apr 13, 2026	$341.16	+0.66%	+$53 gain
90 days afterJun 11, 2026	Jun 11, 2026	$326.01	−3.81%	−$305 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−7.03%	−$562 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.

Mar 12, 2026Filed 8 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 Mar 19, 2026New

Disclosed 8 days after the trade. IBP closed at $272.11 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$284.69	+4.62%	+$370 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$258.79	−4.90%	−$392 loss
30 days afterApr 13, 2026	Apr 13, 2026	$289.72	+6.47%	+$518 gain
90 days afterJun 11, 2026	Jun 11, 2026	$207.50	−23.7%	−$1,900 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−30.4%	−$2,433 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.

Mar 12, 2026Filed 8 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 19, 2026New

Disclosed 8 days after the trade. LRCX closed at $209.49 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$212.20	+1.29%	+$104 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$228.36	+9.01%	+$721 gain
30 days afterApr 13, 2026	Apr 13, 2026	$267.32	+27.6%	+$2,209 gain
90 days afterJun 11, 2026	Jun 11, 2026	$362.52	+73.0%	+$5,845 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+25.8%	+$2,061 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.

Mar 11, 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 Mar 19, 2026New

Disclosed 9 days after the trade. MPC closed at $226.74 on Mar 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 sold
Day after the tradeMar 12, 2026	Mar 12, 2026	$230.07	+1.47%	$118 gain missed
Day of disclosureMar 20, 2026	Mar 20, 2026	$232.53	+2.55%	$204 gain missed
30 days afterApr 10, 2026	Apr 10, 2026	$222.62	−1.82%	$145 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$260.81	+15.0%	$1,202 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+109.5%	$8,762 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.

Mar 11, 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 Mar 19, 2026New

Disclosed 9 days after the trade. MPC closed at $226.74 on Mar 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 sold
Day after the tradeMar 12, 2026	Mar 12, 2026	$230.07	+1.47%	$118 gain missed
Day of disclosureMar 20, 2026	Mar 20, 2026	$232.53	+2.55%	$204 gain missed
30 days afterApr 10, 2026	Apr 10, 2026	$222.62	−1.82%	$145 loss avoided
90 days afterJun 11, 2026	Jun 11, 2026	$260.81	+15.0%	$1,202 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+109.5%	$8,762 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.

Mar 12, 2026Filed 8 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 Mar 19, 2026New

Disclosed 8 days after the trade. PH closed at $902.17 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$889.86	−1.36%	−$109 loss
Day of disclosureMar 20, 2026	Mar 20, 2026	$894.41	−0.86%	−$69 loss
30 days afterApr 13, 2026	Apr 13, 2026	$989.49	+9.68%	+$774 gain
90 days afterJun 11, 2026	Jun 11, 2026	$902.37	+0.02%	+$2 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+4.70%	+$376 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.

Mar 12, 2026Filed 8 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 Mar 19, 2026New

Disclosed 8 days after the trade. RPM closed at $99.66 on Mar 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 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$99.76	+0.10%	+$8 gain
Day of disclosureMar 20, 2026	Mar 20, 2026	$93.23	−6.45%	−$516 loss
30 days afterApr 13, 2026	Apr 13, 2026	$109.44	+9.81%	+$785 gain
90 days afterJun 11, 2026	Jun 11, 2026	$107.53	+7.90%	+$632 gain
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	+0.46%	+$37 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.

Mar 11, 2026Filed 9 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 19, 2026New

Disclosed 9 days after the trade. RPM closed at $101.53 on Mar 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 tradeMar 12, 2026	Mar 12, 2026	$99.66	−1.84%	−$147 loss
Day of disclosureMar 20, 2026	Mar 20, 2026	$93.23	−8.17%	−$654 loss
30 days afterApr 10, 2026	Apr 10, 2026	$109.20	+7.55%	+$604 gain
90 days afterJun 11, 2026	Jun 11, 2026	$107.53	+5.91%	+$473 gain
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−1.39%	−$111 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 8 days after the trade. AMZN closed at $207.92 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$210.00	+1.00%	+$80 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$213.21	+2.54%	+$204 gain
30 days afterMar 30, 2026	Mar 30, 2026	$200.95	−3.35%	−$268 loss
90 days afterMay 27, 2026	May 27, 2026	$271.85	+30.7%	+$2,460 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+26.3%	+$2,105 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. AEP closed at $132.10 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$133.82	+1.30%	$104 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$131.87	−0.17%	$14 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$131.12	−0.74%	$59 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$129.57	−1.92%	$153 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	−3.69%	$296 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. AMGN closed at $379.33 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$388.16	+2.33%	$186 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$369.53	−2.58%	$207 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$349.00	−8.00%	$640 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$336.06	−11.4%	$913 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+15.7%	$1,257 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: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. AAPL closed at $272.95 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$264.18	−3.21%	$257 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$257.46	−5.68%	$454 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$246.63	−9.64%	$772 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$310.85	+13.9%	$1,111 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+24.4%	$1,951 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: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. T closed at $27.46 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$28.01	+2.00%	$160 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$28.64	+4.30%	$344 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$28.78	+4.81%	$385 gain missed
90 days afterMay 27, 2026	May 27, 2026	$24.89	−9.36%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−14.7%	$1,177 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: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. AVGO closed at $321.70 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$319.55	−0.67%	−$53 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$330.48	+2.73%	+$218 gain
30 days afterMar 30, 2026	Mar 30, 2026	$293.41	−8.79%	−$704 loss
90 days afterMay 27, 2026	May 27, 2026	$421.86	+31.1%	+$2,491 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+3.94%	+$315 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.

Chevron Corporation Common StockCVX

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. CVX closed at $184.16 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$186.76	+1.41%	$113 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$189.94	+3.14%	$251 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$210.71	+14.4%	$1,153 gain missed
90 days afterMay 27, 2026	May 27, 2026	$182.40	−0.96%	$76 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+22.6%	$1,805 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.

Eaton Corporation, PLC Ordinary SharesETN

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. ETN closed at $374.59 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$375.92	+0.36%	$28 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$347.75	−7.17%	$573 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$343.53	−8.29%	$663 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$406.37	+8.48%	$679 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+1.97%	$158 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. LLY closed at $1,022.02 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$1,051.99	+2.93%	+$235 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$990.33	−3.10%	−$248 loss
30 days afterMar 30, 2026	Mar 30, 2026	$886.63	−13.2%	−$1,060 loss
90 days afterMay 27, 2026	May 27, 2026	$1,082.92	+5.96%	+$477 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+25.6%	+$2,048 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. FITB closed at $51.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$49.47	−4.81%	$385 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$47.30	−8.99%	$719 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$44.68	−14.0%	$1,122 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$49.89	−4.00%	$320 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+0.85%	$68 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.

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. IBP closed at $322.01 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$327.76	+1.79%	$143 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$305.92	−5.00%	$400 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$257.55	−20.0%	$1,602 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$213.51	−33.7%	$2,696 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−41.2%	$3,296 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.

International Business Machines Corporation Common StockIBM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. IBM closed at $242.01 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$240.21	−0.74%	$60 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$258.85	+6.96%	$557 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$237.25	−1.97%	$157 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$255.20	+5.45%	$436 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−0.04%	$3 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.

International Business Machines Corporation Common StockIBM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. IBM closed at $242.01 on Feb 26, 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 tradeFeb 27, 2026	Feb 27, 2026	$240.21	−0.74%	$242 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$258.85	+6.96%	$2,262 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$237.25	−1.97%	$639 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$255.20	+5.45%	$1,771 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−0.04%	$12 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: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. KR closed at $67.18 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$68.24	+1.58%	$126 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$74.11	+10.3%	$825 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$73.72	+9.74%	$779 gain missed
90 days afterMay 27, 2026	May 27, 2026	$64.69	−3.71%	$297 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−6.25%	$500 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. LRCX closed at $239.07 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$233.89	−2.17%	$173 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$199.33	−16.6%	$1,330 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$199.93	−16.4%	$1,310 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$318.93	+33.4%	$2,673 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+10.2%	$816 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. LRCX closed at $239.07 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$233.89	−2.17%	$173 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$199.33	−16.6%	$1,330 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$199.93	−16.4%	$1,310 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$318.93	+33.4%	$2,673 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+10.2%	$816 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: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. MPC closed at $201.07 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$198.21	−1.42%	$114 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$221.28	+10.1%	$804 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$245.16	+21.9%	$1,754 gain missed
90 days afterMay 27, 2026	May 27, 2026	$247.05	+22.9%	$1,830 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+136.3%	$10,902 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.

Medpace Holdings, Inc. - Common StockMEDP

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. MEDP closed at $447.09 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$451.76	+1.04%	+$84 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$470.59	+5.26%	+$421 gain
30 days afterMar 30, 2026	Mar 30, 2026	$460.30	+2.95%	+$236 gain
90 days afterMay 27, 2026	May 27, 2026	$428.00	−4.27%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+39.2%	+$3,138 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. MSFT closed at $401.72 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$392.74	−2.24%	−$179 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$408.96	+1.80%	+$144 gain
30 days afterMar 30, 2026	Mar 30, 2026	$358.96	−10.6%	−$852 loss
90 days afterMay 27, 2026	May 27, 2026	$412.67	+2.73%	+$218 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+32.4%	+$2,592 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: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. PH closed at $1,014.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$1,009.18	−0.57%	$46 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$923.72	−8.99%	$719 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$861.48	−15.1%	$1,210 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$856.68	−15.6%	$1,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−6.93%	$555 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.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. PH closed at $1,014.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$1,009.18	−0.57%	$46 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$923.72	−8.99%	$719 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$861.48	−15.1%	$1,210 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$856.68	−15.6%	$1,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−6.93%	$555 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.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. PG closed at $163.75 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$167.20	+2.11%	$169 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$153.63	−6.18%	$494 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$144.72	−11.6%	$930 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$147.49	−9.93%	$794 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−2.71%	$216 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.

Prologis, Inc. Common StockPLD

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. PLD closed at $142.66 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$142.57	−0.06%	$5 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$134.54	−5.69%	$455 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$128.78	−9.73%	$778 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$146.52	+2.71%	$216 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	−10.6%	$852 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.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. RPM closed at $113.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$114.12	+0.13%	$11 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$102.14	−10.4%	$830 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$98.06	−14.0%	$1,117 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$105.29	−7.62%	$609 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−12.2%	$972 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.

Salesforce, Inc. Common StockCRM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. CRM closed at $199.47 on Feb 26, 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 tradeFeb 27, 2026	Feb 27, 2026	$194.79	−2.35%	$763 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$202.11	+1.32%	$430 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$185.03	−7.24%	$2,353 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$177.51	−11.0%	$3,578 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+21.5%	$7,000 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.

Salesforce, Inc. Common StockCRM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. CRM closed at $199.47 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$194.79	−2.35%	$188 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$202.11	+1.32%	$106 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$185.03	−7.24%	$579 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$177.51	−11.0%	$881 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+21.5%	$1,723 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.

Visa Inc.V

Stocks (including ADRs) [ST]

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

Transaction date: Feb 26, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2026New

Disclosed 8 days after the trade. V closed at $316.70 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$320.14	+1.09%	+$87 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$317.36	+0.21%	+$17 gain
30 days afterMar 30, 2026	Mar 30, 2026	$299.54	−5.42%	−$434 loss
90 days afterMay 27, 2026	May 27, 2026	$327.61	+3.44%	+$276 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+28.4%	+$2,270 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

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. GOOGL closed at $307.38 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$311.76	+1.42%	+$114 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$298.52	−2.88%	−$231 loss
30 days afterMar 30, 2026	Mar 30, 2026	$273.50	−11.0%	−$882 loss
90 days afterMay 27, 2026	May 27, 2026	$388.83	+26.5%	+$2,120 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+10.7%	+$856 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.

Feb 26, 2026Filed 8 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. AMZN closed at $207.92 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$210.00	+1.00%	+$80 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$213.21	+2.54%	+$204 gain
30 days afterMar 30, 2026	Mar 30, 2026	$200.95	−3.35%	−$268 loss
90 days afterMay 27, 2026	May 27, 2026	$271.85	+30.7%	+$2,460 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+26.3%	+$2,105 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. AEP closed at $132.10 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$133.82	+1.30%	$104 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$131.87	−0.17%	$14 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$131.12	−0.74%	$59 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$129.57	−1.92%	$153 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	−3.69%	$296 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. AMGN closed at $379.33 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$388.16	+2.33%	$186 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$369.53	−2.58%	$207 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$349.00	−8.00%	$640 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$336.06	−11.4%	$913 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+15.7%	$1,257 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. AAPL closed at $272.95 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$264.18	−3.21%	$257 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$257.46	−5.68%	$454 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$246.63	−9.64%	$772 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$310.85	+13.9%	$1,111 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+24.4%	$1,951 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. T closed at $27.46 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$28.01	+2.00%	$160 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$28.64	+4.30%	$344 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$28.78	+4.81%	$385 gain missed
90 days afterMay 27, 2026	May 27, 2026	$24.89	−9.36%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−14.7%	$1,177 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. AVGO closed at $321.70 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$319.55	−0.67%	−$53 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$330.48	+2.73%	+$218 gain
30 days afterMar 30, 2026	Mar 30, 2026	$293.41	−8.79%	−$704 loss
90 days afterMay 27, 2026	May 27, 2026	$421.86	+31.1%	+$2,491 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+3.94%	+$315 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. CVX closed at $184.16 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$186.76	+1.41%	$113 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$189.94	+3.14%	$251 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$210.71	+14.4%	$1,153 gain missed
90 days afterMay 27, 2026	May 27, 2026	$182.40	−0.96%	$76 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+22.6%	$1,805 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.

Feb 26, 2026Filed 8 days later

Member

Eaton Corporation, PLC Ordinary SharesETNStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. ETN closed at $374.59 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$375.92	+0.36%	$28 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$347.75	−7.17%	$573 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$343.53	−8.29%	$663 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$406.37	+8.48%	$679 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+1.97%	$158 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.

Feb 26, 2026Filed 8 days later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. LLY closed at $1,022.02 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$1,051.99	+2.93%	+$235 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$990.33	−3.10%	−$248 loss
30 days afterMar 30, 2026	Mar 30, 2026	$886.63	−13.2%	−$1,060 loss
90 days afterMay 27, 2026	May 27, 2026	$1,082.92	+5.96%	+$477 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+25.6%	+$2,048 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. FITB closed at $51.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$49.47	−4.81%	$385 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$47.30	−8.99%	$719 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$44.68	−14.0%	$1,122 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$49.89	−4.00%	$320 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+0.85%	$68 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. IBP closed at $322.01 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$327.76	+1.79%	$143 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$305.92	−5.00%	$400 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$257.55	−20.0%	$1,602 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$213.51	−33.7%	$2,696 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−41.2%	$3,296 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.

Feb 26, 2026Filed 8 days later

Member

International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. IBM closed at $242.01 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$240.21	−0.74%	$60 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$258.85	+6.96%	$557 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$237.25	−1.97%	$157 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$255.20	+5.45%	$436 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−0.04%	$3 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.

Feb 26, 2026Filed 8 days later

Member

International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$15,001 - $50,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. IBM closed at $242.01 on Feb 26, 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 tradeFeb 27, 2026	Feb 27, 2026	$240.21	−0.74%	$242 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$258.85	+6.96%	$2,262 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$237.25	−1.97%	$639 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$255.20	+5.45%	$1,771 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−0.04%	$12 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. KR closed at $67.18 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$68.24	+1.58%	$126 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$74.11	+10.3%	$825 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$73.72	+9.74%	$779 gain missed
90 days afterMay 27, 2026	May 27, 2026	$64.69	−3.71%	$297 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−6.25%	$500 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. LRCX closed at $239.07 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$233.89	−2.17%	$173 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$199.33	−16.6%	$1,330 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$199.93	−16.4%	$1,310 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$318.93	+33.4%	$2,673 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+10.2%	$816 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. LRCX closed at $239.07 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$233.89	−2.17%	$173 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$199.33	−16.6%	$1,330 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$199.93	−16.4%	$1,310 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$318.93	+33.4%	$2,673 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+10.2%	$816 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. MPC closed at $201.07 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$198.21	−1.42%	$114 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$221.28	+10.1%	$804 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$245.16	+21.9%	$1,754 gain missed
90 days afterMay 27, 2026	May 27, 2026	$247.05	+22.9%	$1,830 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+136.3%	$10,902 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. MEDP closed at $447.09 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$451.76	+1.04%	+$84 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$470.59	+5.26%	+$421 gain
30 days afterMar 30, 2026	Mar 30, 2026	$460.30	+2.95%	+$236 gain
90 days afterMay 27, 2026	May 27, 2026	$428.00	−4.27%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+39.2%	+$3,138 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. MSFT closed at $401.72 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$392.74	−2.24%	−$179 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$408.96	+1.80%	+$144 gain
30 days afterMar 30, 2026	Mar 30, 2026	$358.96	−10.6%	−$852 loss
90 days afterMay 27, 2026	May 27, 2026	$412.67	+2.73%	+$218 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+32.4%	+$2,592 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. PH closed at $1,014.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$1,009.18	−0.57%	$46 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$923.72	−8.99%	$719 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$861.48	−15.1%	$1,210 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$856.68	−15.6%	$1,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−6.93%	$555 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. PH closed at $1,014.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$1,009.18	−0.57%	$46 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$923.72	−8.99%	$719 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$861.48	−15.1%	$1,210 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$856.68	−15.6%	$1,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−6.93%	$555 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. PG closed at $163.75 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$167.20	+2.11%	$169 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$153.63	−6.18%	$494 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$144.72	−11.6%	$930 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$147.49	−9.93%	$794 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−2.71%	$216 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. PLD closed at $142.66 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$142.57	−0.06%	$5 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$134.54	−5.69%	$455 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$128.78	−9.73%	$778 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$146.52	+2.71%	$216 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	−10.6%	$852 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. RPM closed at $113.97 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$114.12	+0.13%	$11 gain missed
Day of disclosureMar 6, 2026	Mar 6, 2026	$102.14	−10.4%	$830 loss avoided
30 days afterMar 30, 2026	Mar 30, 2026	$98.06	−14.0%	$1,117 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$105.29	−7.62%	$609 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−12.2%	$972 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$15,001 - $50,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. CRM closed at $199.47 on Feb 26, 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 tradeFeb 27, 2026	Feb 27, 2026	$194.79	−2.35%	$763 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$202.11	+1.32%	$430 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$185.03	−7.24%	$2,353 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$177.51	−11.0%	$3,578 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+21.5%	$7,000 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.

Feb 26, 2026Filed 8 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 5, 2026New

Disclosed 8 days after the trade. CRM closed at $199.47 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$194.79	−2.35%	$188 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$202.11	+1.32%	$106 gain missed
30 days afterMar 30, 2026	Mar 30, 2026	$185.03	−7.24%	$579 loss avoided
90 days afterMay 27, 2026	May 27, 2026	$177.51	−11.0%	$881 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+21.5%	$1,723 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.

Feb 26, 2026Filed 8 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 Mar 5, 2026New

Disclosed 8 days after the trade. V closed at $316.70 on Feb 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 tradeFeb 27, 2026	Feb 27, 2026	$320.14	+1.09%	+$87 gain
Day of disclosureMar 6, 2026	Mar 6, 2026	$317.36	+0.21%	+$17 gain
30 days afterMar 30, 2026	Mar 30, 2026	$299.54	−5.42%	−$434 loss
90 days afterMay 27, 2026	May 27, 2026	$327.61	+3.44%	+$276 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+28.4%	+$2,270 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 11 days after the trade. LLY closed at $1,044.67 on Feb 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 sold
Day after the tradeFeb 10, 2026	Feb 10, 2026	$1,025.00	−1.88%	$151 loss avoided
Day of disclosureFeb 20, 2026	Feb 20, 2026	$1,009.52	−3.36%	$269 loss avoided
30 days afterMar 11, 2026	Mar 11, 2026	$999.84	−4.29%	$343 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$966.99	−7.44%	$595 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+22.9%	$1,830 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Feb 9, 2026Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. MSFT closed at $413.60 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$413.27	−0.08%	−$6 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$397.23	−3.96%	−$317 loss
30 days afterMar 11, 2026	Mar 11, 2026	$404.88	−2.11%	−$169 loss
90 days afterMay 11, 2026	May 11, 2026	$412.66	−0.23%	−$18 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+28.6%	+$2,288 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: Feb 9, 2026Filed 11 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. PH closed at $978.87 on Feb 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 sold
Day after the tradeFeb 10, 2026	Feb 10, 2026	$991.57	+1.30%	$104 gain missed
Day of disclosureFeb 20, 2026	Feb 20, 2026	$1,022.23	+4.43%	$354 gain missed
30 days afterMar 11, 2026	Mar 11, 2026	$940.48	−3.92%	$314 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$874.36	−10.7%	$854 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−3.50%	$280 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.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

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

Transaction date: Feb 9, 2026Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. PG closed at $157.33 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$159.08	+1.11%	+$89 gain
Day of disclosureFeb 20, 2026	Feb 20, 2026	$160.78	+2.19%	+$175 gain
30 days afterMar 11, 2026	Mar 11, 2026	$153.32	−2.55%	−$204 loss
90 days afterMay 11, 2026	May 11, 2026	$143.36	−8.88%	−$710 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+1.26%	+$101 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Feb 10, 2026Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 10 days after the trade. PGR closed at $202.60 on Feb 10, 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 tradeFeb 11, 2026	Feb 11, 2026	$208.37	+2.85%	+$228 gain
Day of disclosureFeb 20, 2026	Feb 20, 2026	$204.08	+0.73%	+$58 gain
30 days afterMar 12, 2026	Mar 12, 2026	$205.18	+1.27%	+$102 gain
90 days afterMay 11, 2026	May 11, 2026	$196.91	−2.81%	−$225 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+9.54%	+$763 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.

Salesforce, Inc. Common StockCRM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 9, 2026Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. CRM closed at $194.03 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$193.45	−0.30%	−$24 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$185.16	−4.57%	−$366 loss
30 days afterMar 11, 2026	Mar 11, 2026	$194.13	+0.05%	+$4 gain
90 days afterMay 11, 2026	May 11, 2026	$177.49	−8.52%	−$682 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+24.9%	+$1,996 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Feb 9, 2026Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 17, 2026New

Disclosed 11 days after the trade. V closed at $325.58 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$328.17	+0.80%	+$64 gain
Day of disclosureFeb 20, 2026	Feb 20, 2026	$320.95	−1.42%	−$114 loss
30 days afterMar 11, 2026	Mar 11, 2026	$308.96	−5.10%	−$408 loss
90 days afterMay 11, 2026	May 11, 2026	$323.86	−0.53%	−$42 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+24.9%	+$1,990 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

Feb 9, 2026Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 17, 2026New

Disclosed 11 days after the trade. AMZN closed at $208.72 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$206.96	−0.84%	−$67 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$210.11	+0.67%	+$53 gain
30 days afterMar 11, 2026	Mar 11, 2026	$212.65	+1.88%	+$151 gain
90 days afterMay 11, 2026	May 11, 2026	$268.99	+28.9%	+$2,310 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+25.8%	+$2,067 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.

Feb 9, 2026Filed 11 days later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Feb 17, 2026New

Disclosed 11 days after the trade. LLY closed at $1,044.67 on Feb 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 sold
Day after the tradeFeb 10, 2026	Feb 10, 2026	$1,025.00	−1.88%	$151 loss avoided
Day of disclosureFeb 20, 2026	Feb 20, 2026	$1,009.52	−3.36%	$269 loss avoided
30 days afterMar 11, 2026	Mar 11, 2026	$999.84	−4.29%	$343 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$966.99	−7.44%	$595 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+22.9%	$1,830 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.

Feb 9, 2026Filed 11 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 Feb 17, 2026New

Disclosed 11 days after the trade. MSFT closed at $413.60 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$413.27	−0.08%	−$6 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$397.23	−3.96%	−$317 loss
30 days afterMar 11, 2026	Mar 11, 2026	$404.88	−2.11%	−$169 loss
90 days afterMay 11, 2026	May 11, 2026	$412.66	−0.23%	−$18 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+28.6%	+$2,288 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.

Feb 9, 2026Filed 11 days later

Member

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

Sale

$1,001 - $15,000

Notified Feb 17, 2026New

Disclosed 11 days after the trade. PH closed at $978.87 on Feb 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 sold
Day after the tradeFeb 10, 2026	Feb 10, 2026	$991.57	+1.30%	$104 gain missed
Day of disclosureFeb 20, 2026	Feb 20, 2026	$1,022.23	+4.43%	$354 gain missed
30 days afterMar 11, 2026	Mar 11, 2026	$940.48	−3.92%	$314 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$874.36	−10.7%	$854 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−3.50%	$280 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.

Feb 9, 2026Filed 11 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 Feb 17, 2026New

Disclosed 11 days after the trade. PG closed at $157.33 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$159.08	+1.11%	+$89 gain
Day of disclosureFeb 20, 2026	Feb 20, 2026	$160.78	+2.19%	+$175 gain
30 days afterMar 11, 2026	Mar 11, 2026	$153.32	−2.55%	−$204 loss
90 days afterMay 11, 2026	May 11, 2026	$143.36	−8.88%	−$710 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+1.26%	+$101 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.

Feb 10, 2026Filed 10 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 17, 2026New

Disclosed 10 days after the trade. PGR closed at $202.60 on Feb 10, 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 tradeFeb 11, 2026	Feb 11, 2026	$208.37	+2.85%	+$228 gain
Day of disclosureFeb 20, 2026	Feb 20, 2026	$204.08	+0.73%	+$58 gain
30 days afterMar 12, 2026	Mar 12, 2026	$205.18	+1.27%	+$102 gain
90 days afterMay 11, 2026	May 11, 2026	$196.91	−2.81%	−$225 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+9.54%	+$763 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.

Feb 9, 2026Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 17, 2026New

Disclosed 11 days after the trade. CRM closed at $194.03 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$193.45	−0.30%	−$24 loss
Day of disclosureFeb 20, 2026	Feb 20, 2026	$185.16	−4.57%	−$366 loss
30 days afterMar 11, 2026	Mar 11, 2026	$194.13	+0.05%	+$4 gain
90 days afterMay 11, 2026	May 11, 2026	$177.49	−8.52%	−$682 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+24.9%	+$1,996 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.

Feb 9, 2026Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 17, 2026New

Disclosed 11 days after the trade. V closed at $325.58 on Feb 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 tradeFeb 10, 2026	Feb 10, 2026	$328.17	+0.80%	+$64 gain
Day of disclosureFeb 20, 2026	Feb 20, 2026	$320.95	−1.42%	−$114 loss
30 days afterMar 11, 2026	Mar 11, 2026	$308.96	−5.10%	−$408 loss
90 days afterMay 11, 2026	May 11, 2026	$323.86	−0.53%	−$42 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+24.9%	+$1,990 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 4 days after the trade. AMZN closed at $241.73 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$239.30	−1.01%	−$80 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$242.96	+0.51%	+$41 gain
30 days afterMar 2, 2026	Mar 2, 2026	$208.39	−13.8%	−$1,104 loss
90 days afterApr 29, 2026	Apr 29, 2026	$263.04	+8.82%	+$705 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+8.65%	+$692 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. AEP closed at $119.96 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$119.22	−0.62%	−$49 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$118.33	−1.36%	−$109 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$130.24	+8.57%	+$686 gain
90 days afterApr 16, 2026	Apr 16, 2026	$134.56	+12.2%	+$974 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+6.05%	+$484 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: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. AMGN closed at $330.41 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$331.00	+0.18%	+$14 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$344.68	+4.32%	+$346 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$373.36	+13.0%	+$1,040 gain
90 days afterApr 16, 2026	Apr 16, 2026	$349.39	+5.74%	+$460 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+32.8%	+$2,628 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: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jan 29, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. AMGN closed at $342.94 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$341.88	−0.31%	$25 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$344.68	+0.51%	$41 gain missed
30 days afterMar 2, 2026	Mar 2, 2026	$385.70	+12.5%	$998 gain missed
90 days afterApr 29, 2026	Apr 29, 2026	$338.02	−1.43%	$115 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+28.0%	$2,240 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: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. AAPL closed at $255.53 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$246.70	−3.46%	−$276 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$270.01	+5.67%	+$453 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$263.88	+3.27%	+$261 gain
90 days afterApr 16, 2026	Apr 16, 2026	$263.40	+3.08%	+$246 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.9%	+$2,629 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: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. T closed at $25.13 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$26.21	+4.30%	+$344 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$26.30	+4.66%	+$373 gain
30 days afterMar 2, 2026	Mar 2, 2026	$28.01	+11.5%	+$917 gain
90 days afterApr 29, 2026	Apr 29, 2026	$25.75	+2.47%	+$197 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−6.80%	−$544 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: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. AVGO closed at $330.73 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$331.30	+0.17%	+$14 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$331.11	+0.11%	+$9 gain
30 days afterMar 2, 2026	Mar 2, 2026	$318.82	−3.60%	−$288 loss
90 days afterApr 29, 2026	Apr 29, 2026	$405.45	+22.6%	+$1,808 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+1.10%	+$88 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.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. AVGO closed at $351.71 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$332.60	−5.43%	$435 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$331.11	−5.86%	$469 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$332.54	−5.45%	$436 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$398.47	+13.3%	$1,064 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−4.93%	$394 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.

Eaton Corporation, PLC Ordinary SharesETN

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. ETN closed at $343.75 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$337.59	−1.79%	−$143 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$359.44	+4.56%	+$365 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$391.49	+13.9%	+$1,111 gain
90 days afterApr 16, 2026	Apr 16, 2026	$392.73	+14.2%	+$1,140 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+11.1%	+$890 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. LLY closed at $1,038.40 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$1,041.29	+0.28%	$22 gain missed
Day of disclosureFeb 2, 2026	Feb 2, 2026	$1,044.13	+0.55%	$44 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$1,036.05	−0.23%	$18 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$903.99	−12.9%	$1,036 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+23.6%	$1,890 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.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. HD closed at $380.17 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$375.11	−1.33%	$106 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$378.12	−0.54%	$43 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$383.04	+0.75%	$60 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$337.15	−11.3%	$905 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−17.1%	$1,369 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.

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. IBP closed at $309.70 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$300.23	−3.06%	$245 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$286.92	−7.36%	$589 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$336.40	+8.62%	$690 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$282.14	−8.90%	$712 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−38.9%	$3,109 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.

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. IBP closed at $292.67 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$288.14	−1.55%	−$124 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$286.92	−1.96%	−$157 loss
30 days afterMar 2, 2026	Mar 2, 2026	$326.36	+11.5%	+$921 gain
90 days afterApr 29, 2026	Apr 29, 2026	$284.55	−2.77%	−$222 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−35.3%	−$2,824 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. JPM closed at $306.42 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$305.89	−0.17%	−$14 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$308.14	+0.56%	+$45 gain
30 days afterMar 2, 2026	Mar 2, 2026	$297.56	−2.89%	−$231 loss
90 days afterApr 29, 2026	Apr 29, 2026	$309.25	+0.92%	+$74 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+9.41%	+$753 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. JPM closed at $312.47 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$302.74	−3.11%	−$249 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$308.14	−1.39%	−$111 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$307.13	−1.71%	−$137 loss
90 days afterApr 16, 2026	Apr 16, 2026	$309.95	−0.81%	−$65 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+7.29%	+$584 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: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. KR closed at $63.19 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$63.15	−0.06%	−$5 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$63.06	−0.21%	−$16 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$69.66	+10.2%	+$819 gain
90 days afterApr 16, 2026	Apr 16, 2026	$67.77	+7.25%	+$580 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−0.33%	−$27 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: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. LRCX closed at $222.96 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$222.41	−0.25%	$20 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$237.50	+6.52%	$522 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$235.58	+5.66%	$453 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$260.96	+17.0%	$1,364 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+18.2%	$1,453 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.

Medpace Holdings, Inc. - Common StockMEDP

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. MEDP closed at $610.90 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$602.40	−1.39%	$111 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$588.17	−3.72%	$298 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$428.18	−29.9%	$2,393 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$515.65	−15.6%	$1,247 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+1.89%	$151 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.

Medpace Holdings, Inc. - Common StockMEDP

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. MEDP closed at $593.07 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$582.48	−1.79%	−$143 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$588.17	−0.83%	−$66 loss
30 days afterMar 2, 2026	Mar 2, 2026	$457.47	−22.9%	−$1,829 loss
90 days afterApr 29, 2026	Apr 29, 2026	$413.59	−30.3%	−$2,421 loss
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+4.95%	+$396 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. MSFT closed at $433.50 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$430.29	−0.74%	−$59 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$423.37	−2.34%	−$187 loss
30 days afterMar 2, 2026	Mar 2, 2026	$398.55	−8.06%	−$645 loss
90 days afterApr 29, 2026	Apr 29, 2026	$424.46	−2.09%	−$167 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+22.7%	+$1,816 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. MSFT closed at $459.86 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$454.52	−1.16%	−$93 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$423.37	−7.94%	−$635 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$396.86	−13.7%	−$1,096 loss
90 days afterApr 16, 2026	Apr 16, 2026	$420.26	−8.61%	−$689 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+15.7%	+$1,253 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: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. PH closed at $944.27 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$929.49	−1.57%	$125 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$952.00	+0.82%	$65 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$1,009.93	+6.95%	$556 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$957.00	+1.35%	$108 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+0.04%	$3 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: Jan 29, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. PG closed at $149.90 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$151.77	+1.25%	$100 gain missed
Day of disclosureFeb 2, 2026	Feb 2, 2026	$153.19	+2.19%	$176 gain missed
30 days afterMar 2, 2026	Mar 2, 2026	$163.51	+9.08%	$726 gain missed
90 days afterApr 29, 2026	Apr 29, 2026	$146.46	−2.29%	$184 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+6.28%	$503 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.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. PGR closed at $202.37 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$203.92	+0.77%	+$61 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$203.04	+0.33%	+$26 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$207.90	+2.73%	+$219 gain
90 days afterApr 16, 2026	Apr 16, 2026	$203.47	+0.54%	+$43 gain
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+9.67%	+$773 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.

Prologis, Inc. Common StockPLD

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. PLD closed at $133.21 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$130.81	−1.80%	$144 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$129.68	−2.65%	$212 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$141.77	+6.43%	$514 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$142.17	+6.73%	$538 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	−4.31%	$345 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.

Prologis, Inc. Common StockPLD

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. PLD closed at $130.41 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$130.56	+0.12%	+$9 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$129.68	−0.56%	−$45 loss
30 days afterMar 2, 2026	Mar 2, 2026	$142.72	+9.44%	+$755 gain
90 days afterApr 29, 2026	Apr 29, 2026	$138.82	+6.45%	+$516 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	−2.25%	−$180 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.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. RPM closed at $107.76 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$106.96	−0.74%	−$59 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$107.51	−0.23%	−$19 loss
30 days afterMar 2, 2026	Mar 2, 2026	$110.62	+2.65%	+$212 gain
90 days afterApr 29, 2026	Apr 29, 2026	$100.69	−6.56%	−$525 loss
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−7.09%	−$567 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.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. RPM closed at $110.91 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$107.88	−2.73%	−$219 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$107.51	−3.07%	−$245 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$117.60	+6.03%	+$483 gain
90 days afterApr 16, 2026	Apr 16, 2026	$105.65	−4.74%	−$379 loss
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−9.73%	−$778 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.

Salesforce, Inc. Common StockCRM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. CRM closed at $214.08 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$212.29	−0.84%	−$67 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$210.81	−1.53%	−$122 loss
30 days afterMar 2, 2026	Mar 2, 2026	$192.95	−9.87%	−$790 loss
90 days afterApr 29, 2026	Apr 29, 2026	$181.22	−15.3%	−$1,228 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+13.2%	+$1,060 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.

Vertex Pharmaceuticals Incorporated - Common StockVRTX

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. VRTX closed at $475.68 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$469.90	−1.22%	$97 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$472.01	−0.77%	$62 loss avoided
30 days afterMar 2, 2026	Mar 2, 2026	$486.03	+2.18%	$174 gain missed
90 days afterApr 29, 2026	Apr 29, 2026	$423.24	−11.0%	$882 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+8.19%	$655 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.

Visa Inc.V

Stocks (including ADRs) [ST]

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

Transaction date: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. V closed at $328.30 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$325.82	−0.76%	−$60 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$333.84	+1.69%	+$135 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$319.50	−2.68%	−$214 loss
90 days afterApr 16, 2026	Apr 16, 2026	$315.10	−4.02%	−$322 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+23.8%	+$1,908 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

Jan 16, 2026Filed 17 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. GOOGL closed at $330.00 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$322.00	−2.42%	$194 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$343.69	+4.15%	$332 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$302.02	−8.48%	$678 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$336.02	+1.82%	$146 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+3.11%	$249 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.

Jan 29, 2026Filed 4 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. AMZN closed at $241.73 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$239.30	−1.01%	−$80 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$242.96	+0.51%	+$41 gain
30 days afterMar 2, 2026	Mar 2, 2026	$208.39	−13.8%	−$1,104 loss
90 days afterApr 29, 2026	Apr 29, 2026	$263.04	+8.82%	+$705 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+8.65%	+$692 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. AEP closed at $119.96 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$119.22	−0.62%	−$49 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$118.33	−1.36%	−$109 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$130.24	+8.57%	+$686 gain
90 days afterApr 16, 2026	Apr 16, 2026	$134.56	+12.2%	+$974 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+6.05%	+$484 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. AMGN closed at $330.41 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$331.00	+0.18%	+$14 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$344.68	+4.32%	+$346 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$373.36	+13.0%	+$1,040 gain
90 days afterApr 16, 2026	Apr 16, 2026	$349.39	+5.74%	+$460 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+32.8%	+$2,628 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.

Jan 29, 2026Filed 4 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. AMGN closed at $342.94 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$341.88	−0.31%	$25 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$344.68	+0.51%	$41 gain missed
30 days afterMar 2, 2026	Mar 2, 2026	$385.70	+12.5%	$998 gain missed
90 days afterApr 29, 2026	Apr 29, 2026	$338.02	−1.43%	$115 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+28.0%	$2,240 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.

Jan 16, 2026Filed 17 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. AAPL closed at $255.53 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$246.70	−3.46%	−$276 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$270.01	+5.67%	+$453 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$263.88	+3.27%	+$261 gain
90 days afterApr 16, 2026	Apr 16, 2026	$263.40	+3.08%	+$246 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.9%	+$2,629 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.

Jan 29, 2026Filed 4 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 Jan 30, 2026New

Disclosed 4 days after the trade. T closed at $25.13 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$26.21	+4.30%	+$344 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$26.30	+4.66%	+$373 gain
30 days afterMar 2, 2026	Mar 2, 2026	$28.01	+11.5%	+$917 gain
90 days afterApr 29, 2026	Apr 29, 2026	$25.75	+2.47%	+$197 gain
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−6.80%	−$544 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.

Jan 29, 2026Filed 4 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 Jan 30, 2026New

Disclosed 4 days after the trade. AVGO closed at $330.73 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$331.30	+0.17%	+$14 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$331.11	+0.11%	+$9 gain
30 days afterMar 2, 2026	Mar 2, 2026	$318.82	−3.60%	−$288 loss
90 days afterApr 29, 2026	Apr 29, 2026	$405.45	+22.6%	+$1,808 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+1.10%	+$88 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. AVGO closed at $351.71 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$332.60	−5.43%	$435 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$331.11	−5.86%	$469 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$332.54	−5.45%	$436 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$398.47	+13.3%	$1,064 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−4.93%	$394 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.

Jan 16, 2026Filed 17 days later

Member

Eaton Corporation, PLC Ordinary SharesETNStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. ETN closed at $343.75 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$337.59	−1.79%	−$143 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$359.44	+4.56%	+$365 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$391.49	+13.9%	+$1,111 gain
90 days afterApr 16, 2026	Apr 16, 2026	$392.73	+14.2%	+$1,140 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+11.1%	+$890 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.

Jan 16, 2026Filed 17 days later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. LLY closed at $1,038.40 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$1,041.29	+0.28%	$22 gain missed
Day of disclosureFeb 2, 2026	Feb 2, 2026	$1,044.13	+0.55%	$44 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$1,036.05	−0.23%	$18 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$903.99	−12.9%	$1,036 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+23.6%	$1,890 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. HD closed at $380.17 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$375.11	−1.33%	$106 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$378.12	−0.54%	$43 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$383.04	+0.75%	$60 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$337.15	−11.3%	$905 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−17.1%	$1,369 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.

Jan 16, 2026Filed 17 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. IBP closed at $309.70 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$300.23	−3.06%	$245 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$286.92	−7.36%	$589 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$336.40	+8.62%	$690 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$282.14	−8.90%	$712 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−38.9%	$3,109 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.

Jan 29, 2026Filed 4 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 Jan 30, 2026New

Disclosed 4 days after the trade. IBP closed at $292.67 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$288.14	−1.55%	−$124 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$286.92	−1.96%	−$157 loss
30 days afterMar 2, 2026	Mar 2, 2026	$326.36	+11.5%	+$921 gain
90 days afterApr 29, 2026	Apr 29, 2026	$284.55	−2.77%	−$222 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−35.3%	−$2,824 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.

Jan 29, 2026Filed 4 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. JPM closed at $306.42 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$305.89	−0.17%	−$14 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$308.14	+0.56%	+$45 gain
30 days afterMar 2, 2026	Mar 2, 2026	$297.56	−2.89%	−$231 loss
90 days afterApr 29, 2026	Apr 29, 2026	$309.25	+0.92%	+$74 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+9.41%	+$753 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.

Jan 16, 2026Filed 17 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. JPM closed at $312.47 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$302.74	−3.11%	−$249 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$308.14	−1.39%	−$111 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$307.13	−1.71%	−$137 loss
90 days afterApr 16, 2026	Apr 16, 2026	$309.95	−0.81%	−$65 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+7.29%	+$584 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. KR closed at $63.19 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$63.15	−0.06%	−$5 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$63.06	−0.21%	−$16 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$69.66	+10.2%	+$819 gain
90 days afterApr 16, 2026	Apr 16, 2026	$67.77	+7.25%	+$580 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−0.33%	−$27 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. LRCX closed at $222.96 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$222.41	−0.25%	$20 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$237.50	+6.52%	$522 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$235.58	+5.66%	$453 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$260.96	+17.0%	$1,364 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+18.2%	$1,453 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.

Jan 16, 2026Filed 17 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. MEDP closed at $610.90 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$602.40	−1.39%	$111 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$588.17	−3.72%	$298 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$428.18	−29.9%	$2,393 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$515.65	−15.6%	$1,247 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+1.89%	$151 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.

Jan 29, 2026Filed 4 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 Jan 30, 2026New

Disclosed 4 days after the trade. MEDP closed at $593.07 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$582.48	−1.79%	−$143 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$588.17	−0.83%	−$66 loss
30 days afterMar 2, 2026	Mar 2, 2026	$457.47	−22.9%	−$1,829 loss
90 days afterApr 29, 2026	Apr 29, 2026	$413.59	−30.3%	−$2,421 loss
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+4.95%	+$396 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.

Jan 29, 2026Filed 4 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 Jan 30, 2026New

Disclosed 4 days after the trade. MSFT closed at $433.50 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$430.29	−0.74%	−$59 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$423.37	−2.34%	−$187 loss
30 days afterMar 2, 2026	Mar 2, 2026	$398.55	−8.06%	−$645 loss
90 days afterApr 29, 2026	Apr 29, 2026	$424.46	−2.09%	−$167 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+22.7%	+$1,816 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. MSFT closed at $459.86 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$454.52	−1.16%	−$93 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$423.37	−7.94%	−$635 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$396.86	−13.7%	−$1,096 loss
90 days afterApr 16, 2026	Apr 16, 2026	$420.26	−8.61%	−$689 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+15.7%	+$1,253 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.

Jan 16, 2026Filed 17 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. PH closed at $944.27 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$929.49	−1.57%	$125 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$952.00	+0.82%	$65 gain missed
30 days afterFeb 17, 2026	Feb 17, 2026	$1,009.93	+6.95%	$556 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$957.00	+1.35%	$108 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+0.04%	$3 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.

Jan 29, 2026Filed 4 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. PG closed at $149.90 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$151.77	+1.25%	$100 gain missed
Day of disclosureFeb 2, 2026	Feb 2, 2026	$153.19	+2.19%	$176 gain missed
30 days afterMar 2, 2026	Mar 2, 2026	$163.51	+9.08%	$726 gain missed
90 days afterApr 29, 2026	Apr 29, 2026	$146.46	−2.29%	$184 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+6.28%	$503 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. PGR closed at $202.37 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$203.92	+0.77%	+$61 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$203.04	+0.33%	+$26 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$207.90	+2.73%	+$219 gain
90 days afterApr 16, 2026	Apr 16, 2026	$203.47	+0.54%	+$43 gain
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+9.67%	+$773 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.

Jan 16, 2026Filed 17 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. PLD closed at $133.21 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$130.81	−1.80%	$144 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$129.68	−2.65%	$212 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$141.77	+6.43%	$514 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$142.17	+6.73%	$538 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	−4.31%	$345 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.

Jan 29, 2026Filed 4 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. PLD closed at $130.41 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$130.56	+0.12%	+$9 gain
Day of disclosureFeb 2, 2026	Feb 2, 2026	$129.68	−0.56%	−$45 loss
30 days afterMar 2, 2026	Mar 2, 2026	$142.72	+9.44%	+$755 gain
90 days afterApr 29, 2026	Apr 29, 2026	$138.82	+6.45%	+$516 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	−2.25%	−$180 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.

Jan 29, 2026Filed 4 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. RPM closed at $107.76 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$106.96	−0.74%	−$59 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$107.51	−0.23%	−$19 loss
30 days afterMar 2, 2026	Mar 2, 2026	$110.62	+2.65%	+$212 gain
90 days afterApr 29, 2026	Apr 29, 2026	$100.69	−6.56%	−$525 loss
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−7.09%	−$567 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.

Jan 16, 2026Filed 17 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. RPM closed at $110.91 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$107.88	−2.73%	−$219 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$107.51	−3.07%	−$245 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$117.60	+6.03%	+$483 gain
90 days afterApr 16, 2026	Apr 16, 2026	$105.65	−4.74%	−$379 loss
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−9.73%	−$778 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.

Jan 29, 2026Filed 4 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. CRM closed at $214.08 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$212.29	−0.84%	−$67 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$210.81	−1.53%	−$122 loss
30 days afterMar 2, 2026	Mar 2, 2026	$192.95	−9.87%	−$790 loss
90 days afterApr 29, 2026	Apr 29, 2026	$181.22	−15.3%	−$1,228 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+13.2%	+$1,060 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.

Jan 29, 2026Filed 4 days later

Member

Vertex Pharmaceuticals Incorporated - Common StockVRTXStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. VRTX closed at $475.68 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$469.90	−1.22%	$97 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$472.01	−0.77%	$62 loss avoided
30 days afterMar 2, 2026	Mar 2, 2026	$486.03	+2.18%	$174 gain missed
90 days afterApr 29, 2026	Apr 29, 2026	$423.24	−11.0%	$882 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+8.19%	$655 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. V closed at $328.30 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$325.82	−0.76%	−$60 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$333.84	+1.69%	+$135 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$319.50	−2.68%	−$214 loss
90 days afterApr 16, 2026	Apr 16, 2026	$315.10	−4.02%	−$322 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+23.8%	+$1,908 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 17 days after the trade. IBP closed at $309.70 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$300.23	−3.06%	$245 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$286.92	−7.36%	$589 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$336.40	+8.62%	$690 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$282.14	−8.90%	$712 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−38.9%	$3,109 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 29, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 4 days after the trade. JPM closed at $306.42 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$305.89	−0.17%	−$14 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$308.14	+0.56%	+$45 gain
30 days afterMar 2, 2026	Mar 2, 2026	$297.56	−2.89%	−$231 loss
90 days afterApr 29, 2026	Apr 29, 2026	$309.25	+0.92%	+$74 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+9.41%	+$753 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: Jan 16, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2026New

Disclosed 17 days after the trade. KR closed at $63.19 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$63.15	−0.06%	−$5 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$63.06	−0.21%	−$16 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$69.66	+10.2%	+$819 gain
90 days afterApr 16, 2026	Apr 16, 2026	$67.77	+7.25%	+$580 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−0.33%	−$27 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

Jan 16, 2026Filed 17 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. AAPL closed at $255.53 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$246.70	−3.46%	−$276 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$270.01	+5.67%	+$453 gain
30 days afterFeb 17, 2026	Feb 17, 2026	$263.88	+3.27%	+$261 gain
90 days afterApr 16, 2026	Apr 16, 2026	$263.40	+3.08%	+$246 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.9%	+$2,629 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.

Jan 16, 2026Filed 17 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 17 days after the trade. IBP closed at $309.70 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$300.23	−3.06%	$245 loss avoided
Day of disclosureFeb 2, 2026	Feb 2, 2026	$286.92	−7.36%	$589 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$336.40	+8.62%	$690 gain missed
90 days afterApr 16, 2026	Apr 16, 2026	$282.14	−8.90%	$712 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−38.9%	$3,109 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.

Jan 29, 2026Filed 4 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Jan 30, 2026New

Disclosed 4 days after the trade. JPM closed at $306.42 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$305.89	−0.17%	−$14 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$308.14	+0.56%	+$45 gain
30 days afterMar 2, 2026	Mar 2, 2026	$297.56	−2.89%	−$231 loss
90 days afterApr 29, 2026	Apr 29, 2026	$309.25	+0.92%	+$74 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+9.41%	+$753 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.

Jan 16, 2026Filed 17 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 Jan 30, 2026New

Disclosed 17 days after the trade. KR closed at $63.19 on Jan 16, 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 tradeJan 20, 2026	Jan 20, 2026	$63.15	−0.06%	−$5 loss
Day of disclosureFeb 2, 2026	Feb 2, 2026	$63.06	−0.21%	−$16 loss
30 days afterFeb 17, 2026	Feb 17, 2026	$69.66	+10.2%	+$819 gain
90 days afterApr 16, 2026	Apr 16, 2026	$67.77	+7.25%	+$580 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−0.33%	−$27 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 13 days after the trade. AVGO closed at $332.48 on Jan 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 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$344.97	+3.76%	$301 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$328.80	−1.11%	$89 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$343.94	+3.45%	$276 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$350.63	+5.46%	$437 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+0.57%	$45 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.

International Business Machines Corporation Common StockIBM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 8, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. IBM closed at $302.72 on Jan 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 tradeJan 9, 2026	Jan 9, 2026	$304.22	+0.50%	+$40 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$297.54	−1.71%	−$137 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$296.34	−2.11%	−$169 loss
90 days afterApr 8, 2026	Apr 8, 2026	$241.74	−20.1%	−$1,612 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−20.1%	−$1,607 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.

International Business Machines Corporation Common StockIBM

Stocks (including ADRs) [ST]

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

Transaction date: Jan 8, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. IBM closed at $302.72 on Jan 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 9, 2026	Jan 9, 2026	$304.22	+0.50%	+$161 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$297.54	−1.71%	−$556 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$296.34	−2.11%	−$685 loss
90 days afterApr 8, 2026	Apr 8, 2026	$241.74	−20.1%	−$6,547 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−20.1%	−$6,528 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: Jan 8, 2026Filed 13 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. LRCX closed at $200.96 on Jan 8, 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 tradeJan 9, 2026	Jan 9, 2026	$218.36	+8.66%	$2,814 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$228.39	+13.6%	$4,436 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$229.28	+14.1%	$4,580 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$246.49	+22.7%	$7,364 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+31.1%	$10,106 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: Jan 8, 2026Filed 13 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. LRCX closed at $200.96 on Jan 8, 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 tradeJan 9, 2026	Jan 9, 2026	$218.36	+8.66%	$2,814 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$228.39	+13.6%	$4,436 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$229.28	+14.1%	$4,580 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$246.49	+22.7%	$7,364 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+31.1%	$10,106 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jan 8, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. MSFT closed at $478.11 on Jan 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 tradeJan 9, 2026	Jan 9, 2026	$479.28	+0.24%	+$20 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$444.11	−7.11%	−$569 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$413.60	−13.5%	−$1,080 loss
90 days afterApr 8, 2026	Apr 8, 2026	$374.33	−21.7%	−$1,737 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.2%	+$900 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jan 8, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 13 days after the trade. MSFT closed at $478.11 on Jan 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 tradeJan 9, 2026	Jan 9, 2026	$479.28	+0.24%	+$20 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$444.11	−7.11%	−$569 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$413.60	−13.5%	−$1,080 loss
90 days afterApr 8, 2026	Apr 8, 2026	$374.33	−21.7%	−$1,737 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.2%	+$900 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: Jan 9, 2026Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 15, 2026New

Disclosed 12 days after the trade. PG closed at $141.87 on Jan 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 tradeJan 12, 2026	Jan 12, 2026	$143.46	+1.12%	+$90 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$146.06	+2.95%	+$236 gain
30 days afterFeb 9, 2026	Feb 9, 2026	$157.33	+10.9%	+$872 gain
90 days afterApr 9, 2026	Apr 9, 2026	$146.66	+3.38%	+$270 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+12.3%	+$984 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

Jan 8, 2026Filed 13 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 Jan 15, 2026New

Disclosed 13 days after the trade. AVGO closed at $332.48 on Jan 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 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$344.97	+3.76%	$301 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$328.80	−1.11%	$89 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$343.94	+3.45%	$276 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$350.63	+5.46%	$437 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+0.57%	$45 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.

Jan 8, 2026Filed 13 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 Jan 15, 2026New

Disclosed 13 days after the trade. AVGO closed at $332.48 on Jan 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 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$344.97	+3.76%	$301 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$328.80	−1.11%	$89 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$343.94	+3.45%	$276 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$350.63	+5.46%	$437 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+0.57%	$45 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.

Jan 8, 2026Filed 13 days later

Member

International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Jan 15, 2026New

Disclosed 13 days after the trade. IBM closed at $302.72 on Jan 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 tradeJan 9, 2026	Jan 9, 2026	$304.22	+0.50%	+$40 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$297.54	−1.71%	−$137 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$296.34	−2.11%	−$169 loss
90 days afterApr 8, 2026	Apr 8, 2026	$241.74	−20.1%	−$1,612 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−20.1%	−$1,607 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.

Jan 8, 2026Filed 13 days later

Member

International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$15,001 - $50,000

Notified Jan 15, 2026New

Disclosed 13 days after the trade. IBM closed at $302.72 on Jan 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 9, 2026	Jan 9, 2026	$304.22	+0.50%	+$161 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$297.54	−1.71%	−$556 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$296.34	−2.11%	−$685 loss
90 days afterApr 8, 2026	Apr 8, 2026	$241.74	−20.1%	−$6,547 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−20.1%	−$6,528 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.

Jan 8, 2026Filed 13 days later

Member

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

Sale

$15,001 - $50,000

Notified Jan 15, 2026New

Disclosed 13 days after the trade. LRCX closed at $200.96 on Jan 8, 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 tradeJan 9, 2026	Jan 9, 2026	$218.36	+8.66%	$2,814 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$228.39	+13.6%	$4,436 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$229.28	+14.1%	$4,580 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$246.49	+22.7%	$7,364 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+31.1%	$10,106 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.

Jan 8, 2026Filed 13 days later

Member

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

Sale

$15,001 - $50,000

Notified Jan 15, 2026New

Disclosed 13 days after the trade. LRCX closed at $200.96 on Jan 8, 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 tradeJan 9, 2026	Jan 9, 2026	$218.36	+8.66%	$2,814 gain missed
Day of disclosureJan 21, 2026	Jan 21, 2026	$228.39	+13.6%	$4,436 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$229.28	+14.1%	$4,580 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$246.49	+22.7%	$7,364 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+31.1%	$10,106 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.

Jan 8, 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 Jan 15, 2026New

Disclosed 13 days after the trade. MSFT closed at $478.11 on Jan 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 tradeJan 9, 2026	Jan 9, 2026	$479.28	+0.24%	+$20 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$444.11	−7.11%	−$569 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$413.60	−13.5%	−$1,080 loss
90 days afterApr 8, 2026	Apr 8, 2026	$374.33	−21.7%	−$1,737 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.2%	+$900 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.

Jan 8, 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 Jan 15, 2026New

Disclosed 13 days after the trade. MSFT closed at $478.11 on Jan 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 tradeJan 9, 2026	Jan 9, 2026	$479.28	+0.24%	+$20 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$444.11	−7.11%	−$569 loss
30 days afterFeb 9, 2026	Feb 9, 2026	$413.60	−13.5%	−$1,080 loss
90 days afterApr 8, 2026	Apr 8, 2026	$374.33	−21.7%	−$1,737 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.2%	+$900 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.

Jan 9, 2026Filed 12 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 Jan 15, 2026New

Disclosed 12 days after the trade. PG closed at $141.87 on Jan 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 tradeJan 12, 2026	Jan 12, 2026	$143.46	+1.12%	+$90 gain
Day of disclosureJan 21, 2026	Jan 21, 2026	$146.06	+2.95%	+$236 gain
30 days afterFeb 9, 2026	Feb 9, 2026	$157.33	+10.9%	+$872 gain
90 days afterApr 9, 2026	Apr 9, 2026	$146.66	+3.38%	+$270 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+12.3%	+$984 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. LLY closed at $993.64 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$1,009.38	+1.58%	$127 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$1,071.44	+7.83%	$626 gain missed
30 days afterJan 9, 2026	Jan 9, 2026	$1,063.56	+7.04%	$563 gain missed
90 days afterMar 10, 2026	Mar 10, 2026	$1,001.35	+0.78%	$62 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+29.2%	$2,335 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.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

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

Transaction date: Dec 10, 2025Filed 9 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 19, 2025New

Disclosed 9 days after the trade. HD closed at $351.13 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$357.46	+1.80%	+$144 gain
Day of disclosureDec 19, 2025	Dec 19, 2025	$345.00	−1.75%	−$140 loss
30 days afterJan 9, 2026	Jan 9, 2026	$374.64	+6.70%	+$536 gain
90 days afterMar 10, 2026	Mar 10, 2026	$357.15	+1.71%	+$137 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−10.3%	−$821 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

Dec 10, 2025Filed 9 days later

Member

Eaton Corporation, PLC Ordinary SharesETNStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Purchase

$1,001 - $15,000

Notified Dec 19, 2025New

Disclosed 9 days after the trade. ETN closed at $353.45 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$350.36	−0.87%	−$70 loss
Day of disclosureDec 19, 2025	Dec 19, 2025	$317.80	−10.1%	−$807 loss
30 days afterJan 9, 2026	Jan 9, 2026	$324.51	−8.19%	−$655 loss
90 days afterMar 10, 2026	Mar 10, 2026	$361.06	+2.15%	+$172 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+8.07%	+$646 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.

Dec 10, 2025Filed 9 days later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$1,001 - $15,000

Notified Dec 19, 2025New

Disclosed 9 days after the trade. LLY closed at $993.64 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$1,009.38	+1.58%	$127 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$1,071.44	+7.83%	$626 gain missed
30 days afterJan 9, 2026	Jan 9, 2026	$1,063.56	+7.04%	$563 gain missed
90 days afterMar 10, 2026	Mar 10, 2026	$1,001.35	+0.78%	$62 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+29.2%	$2,335 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.

Dec 10, 2025Filed 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 Dec 19, 2025New

Disclosed 9 days after the trade. HD closed at $351.13 on Dec 10, 2025; 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 tradeDec 11, 2025	Dec 11, 2025	$357.46	+1.80%	+$144 gain
Day of disclosureDec 19, 2025	Dec 19, 2025	$345.00	−1.75%	−$140 loss
30 days afterJan 9, 2026	Jan 9, 2026	$374.64	+6.70%	+$536 gain
90 days afterMar 10, 2026	Mar 10, 2026	$357.15	+1.71%	+$137 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−10.3%	−$821 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 2 days after the trade. AMGN closed at $345.42 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$340.16	−1.52%	$122 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$329.89	−4.50%	$360 loss avoided
30 days afterJan 2, 2026	Jan 2, 2026	$327.64	−5.15%	$412 loss avoided
90 days afterMar 3, 2026	Mar 3, 2026	$377.00	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+27.1%	$2,166 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.

Visa Inc.V

Stocks (including ADRs) [ST]

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

Transaction date: Dec 3, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 5, 2025New

Disclosed 2 days after the trade. V closed at $329.61 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$327.10	−0.76%	−$61 loss
Day of disclosureDec 5, 2025	Dec 5, 2025	$331.24	+0.49%	+$40 gain
30 days afterJan 2, 2026	Jan 2, 2026	$346.48	+5.12%	+$410 gain
90 days afterMar 3, 2026	Mar 3, 2026	$320.83	−2.66%	−$213 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+23.3%	+$1,868 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

Dec 3, 2025Filed 2 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 Dec 5, 2025New

Disclosed 2 days after the trade. AMGN closed at $345.42 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$340.16	−1.52%	$122 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$329.89	−4.50%	$360 loss avoided
30 days afterJan 2, 2026	Jan 2, 2026	$327.64	−5.15%	$412 loss avoided
90 days afterMar 3, 2026	Mar 3, 2026	$377.00	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+27.1%	$2,166 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.

Dec 3, 2025Filed 2 days later

Member

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

Sale

$1,001 - $15,000

Notified Dec 5, 2025New

Disclosed 2 days after the trade. AMGN closed at $345.42 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$340.16	−1.52%	$122 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$329.89	−4.50%	$360 loss avoided
30 days afterJan 2, 2026	Jan 2, 2026	$327.64	−5.15%	$412 loss avoided
90 days afterMar 3, 2026	Mar 3, 2026	$377.00	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+27.1%	$2,166 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.

Dec 3, 2025Filed 2 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 Dec 5, 2025New

Disclosed 2 days after the trade. V closed at $329.61 on Dec 3, 2025; 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 tradeDec 4, 2025	Dec 4, 2025	$327.10	−0.76%	−$61 loss
Day of disclosureDec 5, 2025	Dec 5, 2025	$331.24	+0.49%	+$40 gain
30 days afterJan 2, 2026	Jan 2, 2026	$346.48	+5.12%	+$410 gain
90 days afterMar 3, 2026	Mar 3, 2026	$320.83	−2.66%	−$213 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+23.3%	+$1,868 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 15 days after the trade. GOOGL closed at $283.72 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$277.54	−2.18%	$174 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$284.28	+0.20%	$16 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$319.63	+12.7%	$1,013 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$343.69	+21.1%	$1,691 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+19.9%	$1,595 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: Nov 3, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. AEP closed at $119.92 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$120.30	+0.32%	$25 gain missed
Day of disclosureNov 18, 2025	Nov 18, 2025	$123.51	+2.99%	$240 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$118.06	−1.55%	$124 loss avoided
90 days afterFeb 2, 2026	Feb 2, 2026	$118.33	−1.33%	$106 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+6.09%	$487 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Nov 3, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. AEP closed at $119.92 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$120.30	+0.32%	$25 gain missed
Day of disclosureNov 18, 2025	Nov 18, 2025	$123.51	+2.99%	$240 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$118.06	−1.55%	$124 loss avoided
90 days afterFeb 2, 2026	Feb 2, 2026	$118.33	−1.33%	$106 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+6.09%	$487 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.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

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

Transaction date: Nov 11, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 7 days after the trade. HD closed at $374.24 on Nov 11, 2025; 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 tradeNov 12, 2025	Nov 12, 2025	$371.13	−0.83%	−$66 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$336.48	−10.1%	−$807 loss
30 days afterDec 11, 2025	Dec 11, 2025	$357.46	−4.48%	−$359 loss
90 days afterFeb 9, 2026	Feb 9, 2026	$381.00	+1.81%	+$145 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−15.8%	−$1,264 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: Nov 3, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. IBP closed at $240.09 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$238.02	−0.86%	−$69 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$247.63	+3.14%	+$251 gain
30 days afterDec 3, 2025	Dec 3, 2025	$270.25	+12.6%	+$1,005 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$286.92	+19.5%	+$1,561 gain
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−21.1%	−$1,690 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Nov 3, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. IBP closed at $240.09 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$238.02	−0.86%	−$69 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$247.63	+3.14%	+$251 gain
30 days afterDec 3, 2025	Dec 3, 2025	$270.25	+12.6%	+$1,005 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$286.92	+19.5%	+$1,561 gain
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−21.1%	−$1,690 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.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

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

Transaction date: Nov 3, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. PGR closed at $203.70 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$209.59	+2.89%	+$231 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	+10.4%	+$832 gain
30 days afterDec 3, 2025	Dec 3, 2025	$227.18	+11.5%	+$922 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$203.04	−0.32%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+8.95%	+$716 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: Nov 3, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 15 days after the trade. PGR closed at $203.70 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$209.59	+2.89%	+$231 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	+10.4%	+$832 gain
30 days afterDec 3, 2025	Dec 3, 2025	$227.18	+11.5%	+$922 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$203.04	−0.32%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+8.95%	+$716 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.

RPM International Inc. Common StockRPM

Stocks (including ADRs) [ST]

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

Transaction date: Nov 11, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 7 days after the trade. RPM closed at $107.46 on Nov 11, 2025; 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 tradeNov 12, 2025	Nov 12, 2025	$107.47	+0.01%	+$1 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$102.59	−4.53%	−$363 loss
30 days afterDec 11, 2025	Dec 11, 2025	$107.15	−0.29%	−$23 loss
90 days afterFeb 9, 2026	Feb 9, 2026	$117.80	+9.62%	+$770 gain
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−6.83%	−$547 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.

Visa Inc.V

Stocks (including ADRs) [ST]

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

Transaction date: Nov 12, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 14, 2025New

Disclosed 6 days after the trade. V closed at $338.88 on Nov 12, 2025; 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 tradeNov 13, 2025	Nov 13, 2025	$336.08	−0.83%	−$66 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$321.18	−5.22%	−$418 loss
30 days afterDec 12, 2025	Dec 12, 2025	$347.83	+2.64%	+$211 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$328.17	−3.16%	−$253 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+20.0%	+$1,598 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

Nov 3, 2025Filed 15 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 Nov 14, 2025New

Disclosed 15 days after the trade. GOOGL closed at $283.72 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$277.54	−2.18%	$174 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$284.28	+0.20%	$16 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$319.63	+12.7%	$1,013 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$343.69	+21.1%	$1,691 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+19.9%	$1,595 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.

Nov 3, 2025Filed 15 days later

Member

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

Sale

$1,001 - $15,000

Notified Nov 14, 2025New

Disclosed 15 days after the trade. GOOGL closed at $283.72 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$277.54	−2.18%	$174 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$284.28	+0.20%	$16 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$319.63	+12.7%	$1,013 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$343.69	+21.1%	$1,691 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+19.9%	$1,595 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.

Nov 3, 2025Filed 15 days later

Member

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

Sale

$1,001 - $15,000

Notified Nov 14, 2025New

Disclosed 15 days after the trade. AEP closed at $119.92 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$120.30	+0.32%	$25 gain missed
Day of disclosureNov 18, 2025	Nov 18, 2025	$123.51	+2.99%	$240 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$118.06	−1.55%	$124 loss avoided
90 days afterFeb 2, 2026	Feb 2, 2026	$118.33	−1.33%	$106 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+6.09%	$487 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.

Nov 3, 2025Filed 15 days later

Member

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

Sale

$1,001 - $15,000

Notified Nov 14, 2025New

Disclosed 15 days after the trade. AEP closed at $119.92 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$120.30	+0.32%	$25 gain missed
Day of disclosureNov 18, 2025	Nov 18, 2025	$123.51	+2.99%	$240 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$118.06	−1.55%	$124 loss avoided
90 days afterFeb 2, 2026	Feb 2, 2026	$118.33	−1.33%	$106 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+6.09%	$487 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.

Nov 11, 2025Filed 7 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 Nov 14, 2025New

Disclosed 7 days after the trade. HD closed at $374.24 on Nov 11, 2025; 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 tradeNov 12, 2025	Nov 12, 2025	$371.13	−0.83%	−$66 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$336.48	−10.1%	−$807 loss
30 days afterDec 11, 2025	Dec 11, 2025	$357.46	−4.48%	−$359 loss
90 days afterFeb 9, 2026	Feb 9, 2026	$381.00	+1.81%	+$145 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−15.8%	−$1,264 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.

Nov 3, 2025Filed 15 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 Nov 14, 2025New

Disclosed 15 days after the trade. IBP closed at $240.09 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$238.02	−0.86%	−$69 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$247.63	+3.14%	+$251 gain
30 days afterDec 3, 2025	Dec 3, 2025	$270.25	+12.6%	+$1,005 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$286.92	+19.5%	+$1,561 gain
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−21.1%	−$1,690 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.

Nov 3, 2025Filed 15 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 Nov 14, 2025New

Disclosed 15 days after the trade. IBP closed at $240.09 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$238.02	−0.86%	−$69 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$247.63	+3.14%	+$251 gain
30 days afterDec 3, 2025	Dec 3, 2025	$270.25	+12.6%	+$1,005 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$286.92	+19.5%	+$1,561 gain
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−21.1%	−$1,690 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.

Nov 3, 2025Filed 15 days later

Member

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

Purchase

$1,001 - $15,000

Notified Nov 14, 2025New

Disclosed 15 days after the trade. PGR closed at $203.70 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$209.59	+2.89%	+$231 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	+10.4%	+$832 gain
30 days afterDec 3, 2025	Dec 3, 2025	$227.18	+11.5%	+$922 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$203.04	−0.32%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+8.95%	+$716 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.

Nov 3, 2025Filed 15 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 Nov 14, 2025New

Disclosed 15 days after the trade. PGR closed at $203.70 on Nov 3, 2025; 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 tradeNov 4, 2025	Nov 4, 2025	$209.59	+2.89%	+$231 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	+10.4%	+$832 gain
30 days afterDec 3, 2025	Dec 3, 2025	$227.18	+11.5%	+$922 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$203.04	−0.32%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+8.95%	+$716 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.

Nov 11, 2025Filed 7 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 Nov 14, 2025New

Disclosed 7 days after the trade. RPM closed at $107.46 on Nov 11, 2025; 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 tradeNov 12, 2025	Nov 12, 2025	$107.47	+0.01%	+$1 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$102.59	−4.53%	−$363 loss
30 days afterDec 11, 2025	Dec 11, 2025	$107.15	−0.29%	−$23 loss
90 days afterFeb 9, 2026	Feb 9, 2026	$117.80	+9.62%	+$770 gain
Latest closeOct 20, 2026	Oct 20, 2026	$100.12	−6.83%	−$547 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.

Nov 12, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Nov 14, 2025New

Disclosed 6 days after the trade. V closed at $338.88 on Nov 12, 2025; 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 tradeNov 13, 2025	Nov 13, 2025	$336.08	−0.83%	−$66 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$321.18	−5.22%	−$418 loss
30 days afterDec 12, 2025	Dec 12, 2025	$347.83	+2.64%	+$211 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$328.17	−3.16%	−$253 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+20.0%	+$1,598 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.