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.

← House chamber

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 Nov 3, 2025 · House Clerk

View original filing

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

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

Transaction date: Oct 30, 2025Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 30, 2025Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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: Oct 30, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 loss

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

AT&T Inc.T

Stocks (including ADRs) [ST]

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

Transaction date: Oct 30, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 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

Oct 30, 2025Filed 4 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 Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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.

Oct 30, 2025Filed 4 days later

Member

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

Sale

$1,001 - $15,000

Notified Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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.

Oct 30, 2025Filed 4 days later

Member

AT&T Inc.T

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 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.

Periodic Transaction Report · filed Oct 7, 2025 · House Clerk

View original filing

American Electric Power Company, Inc.AEP

Stocks (including ADRs) [ST]

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

Transaction date: Sep 22, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. AEP closed at $107.05 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$108.14	+1.02%	+$81 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$118.16	+10.4%	+$830 gain
30 days afterOct 22, 2025	Oct 22, 2025	$117.27	+9.55%	+$764 gain
90 days afterDec 22, 2025	Dec 22, 2025	$114.62	+7.07%	+$566 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+18.8%	+$1,508 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
Sep 22, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Sep 16, 2025 · 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: Sep 3, 2025Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 5, 2025New

Disclosed 13 days after the trade. GOOGL closed at $230.66 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$232.30	+0.71%	$57 gain missed
Day of disclosureSep 16, 2025	Sep 16, 2025	$251.16	+8.89%	$711 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$245.35	+6.37%	$510 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$315.81	+36.9%	$2,954 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+47.5%	$3,802 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 > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Sep 3, 2025Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Sep 2, 2025 · House Clerk

View original filing

AT&T Inc.T

Stocks (including ADRs) [ST]

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

Transaction date: Jul 18, 2025Filed 46 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. T closed at $26.94 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$27.38	+1.63%	+$131 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$29.08	+7.94%	+$636 gain
30 days afterAug 18, 2025	Aug 18, 2025	$28.92	+7.35%	+$588 gain
90 days afterOct 16, 2025	Oct 16, 2025	$26.20	−2.75%	−$220 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−13.1%	−$1,045 loss

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

AT&T Inc.T
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jul 18, 2025Filed 46 days later · past 45 days
Type
Purchase
Amount (as reported)

Periodic Transaction Report · filed Jun 26, 2025 · House Clerk

View original filing

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

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

Transaction date: Jun 11, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 24, 2025New

Disclosed 15 days after the trade. JPM closed at $268.15 on Jun 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 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$268.24	+0.03%	$3 gain missed
Day of disclosureJun 26, 2025	Jun 26, 2025	$288.75	+7.68%	$615 gain missed
30 days afterJul 11, 2025	Jul 11, 2025	$286.86	+6.98%	$558 gain missed
90 days afterSep 9, 2025	Sep 9, 2025	$297.85	+11.1%	$886 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+25.0%	$2,002 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
Jun 11, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jun 2, 2025 · 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: May 14, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 19 days after the trade. AVGO closed at $232.12 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$232.64	+0.22%	+$18 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$248.71	+7.15%	+$572 gain
30 days afterJun 13, 2025	Jun 13, 2025	$248.70	+7.14%	+$571 gain
90 days afterAug 12, 2025	Aug 12, 2025	$312.83	+34.8%	+$2,782 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+44.1%	+$3,524 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
May 14, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Apr 3, 2025 · 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: Mar 27, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 31, 2025New

Disclosed 7 days after the trade. AMZN closed at $201.36 on Mar 27, 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 tradeMar 28, 2025	Mar 28, 2025	$192.72	−4.29%	−$343 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$178.41	−11.4%	−$912 loss
30 days afterApr 28, 2025	Apr 28, 2025	$187.70	−6.78%	−$543 loss
90 days afterJun 25, 2025	Jun 25, 2025	$211.99	+5.28%	+$422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+30.4%	+$2,435 gain

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

American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Mar 10, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Apr 3, 2025 · 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: Feb 5, 2025Filed 57 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 57 days after the trade. IBP closed at $191.82 on Feb 5, 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 tradeFeb 6, 2025	Feb 6, 2025	$191.32	−0.26%	−$21 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$163.79	−14.6%	−$1,169 loss
30 days afterMar 7, 2025	Mar 7, 2025	$177.04	−7.71%	−$616 loss
90 days afterMay 6, 2025	May 6, 2025	$165.57	−13.7%	−$1,095 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−1.28%	−$102 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 > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Jan 30, 2025Filed 63 days later · past 45 days

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 Nov 3, 2025 · House Clerk

View original filing

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

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

Transaction date: Oct 30, 2025Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Oct 30, 2025Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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: Oct 30, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 loss

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

AT&T Inc.T

Stocks (including ADRs) [ST]

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

Transaction date: Oct 30, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 31, 2025New

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 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

Oct 30, 2025Filed 4 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 Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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.

Oct 30, 2025Filed 4 days later

Member

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

Sale

$1,001 - $15,000

Notified Oct 31, 2025New

Disclosed 4 days after the trade. AAPL closed at $271.40 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$270.37	−0.38%	$30 loss avoided
Day of disclosureNov 3, 2025	Nov 3, 2025	$269.05	−0.87%	$69 loss avoided
30 days afterDec 1, 2025	Dec 1, 2025	$283.10	+4.31%	$345 gain missed
90 days afterJan 28, 2026	Jan 28, 2026	$256.44	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.1%	$2,008 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.

Oct 30, 2025Filed 4 days later

Member

AT&T Inc.T

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 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.

Periodic Transaction Report · filed Oct 7, 2025 · House Clerk

View original filing

American Electric Power Company, Inc.AEP

Stocks (including ADRs) [ST]

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

Transaction date: Sep 22, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. AEP closed at $107.05 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$108.14	+1.02%	+$81 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$118.16	+10.4%	+$830 gain
30 days afterOct 22, 2025	Oct 22, 2025	$117.27	+9.55%	+$764 gain
90 days afterDec 22, 2025	Dec 22, 2025	$114.62	+7.07%	+$566 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+18.8%	+$1,508 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
Sep 22, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Sep 16, 2025 · 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: Sep 3, 2025Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 5, 2025New

Disclosed 13 days after the trade. GOOGL closed at $230.66 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$232.30	+0.71%	$57 gain missed
Day of disclosureSep 16, 2025	Sep 16, 2025	$251.16	+8.89%	$711 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$245.35	+6.37%	$510 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$315.81	+36.9%	$2,954 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+47.5%	$3,802 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 > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Sep 3, 2025Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Sep 2, 2025 · House Clerk

View original filing

AT&T Inc.T

Stocks (including ADRs) [ST]

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

Transaction date: Jul 18, 2025Filed 46 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. T closed at $26.94 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$27.38	+1.63%	+$131 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$29.08	+7.94%	+$636 gain
30 days afterAug 18, 2025	Aug 18, 2025	$28.92	+7.35%	+$588 gain
90 days afterOct 16, 2025	Oct 16, 2025	$26.20	−2.75%	−$220 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−13.1%	−$1,045 loss

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

AT&T Inc.T
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave
Transaction date
Jul 18, 2025Filed 46 days later · past 45 days
Type
Purchase
Amount (as reported)

Periodic Transaction Report · filed Jun 26, 2025 · House Clerk

View original filing

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

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

Transaction date: Jun 11, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 24, 2025New

Disclosed 15 days after the trade. JPM closed at $268.15 on Jun 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 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$268.24	+0.03%	$3 gain missed
Day of disclosureJun 26, 2025	Jun 26, 2025	$288.75	+7.68%	$615 gain missed
30 days afterJul 11, 2025	Jul 11, 2025	$286.86	+6.98%	$558 gain missed
90 days afterSep 9, 2025	Sep 9, 2025	$297.85	+11.1%	$886 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+25.0%	$2,002 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
Jun 11, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jun 2, 2025 · 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: May 14, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 19 days after the trade. AVGO closed at $232.12 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$232.64	+0.22%	+$18 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$248.71	+7.15%	+$572 gain
30 days afterJun 13, 2025	Jun 13, 2025	$248.70	+7.14%	+$571 gain
90 days afterAug 12, 2025	Aug 12, 2025	$312.83	+34.8%	+$2,782 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+44.1%	+$3,524 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
May 14, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Apr 3, 2025 · 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: Mar 27, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 31, 2025New

Disclosed 7 days after the trade. AMZN closed at $201.36 on Mar 27, 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 tradeMar 28, 2025	Mar 28, 2025	$192.72	−4.29%	−$343 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$178.41	−11.4%	−$912 loss
30 days afterApr 28, 2025	Apr 28, 2025	$187.70	−6.78%	−$543 loss
90 days afterJun 25, 2025	Jun 25, 2025	$211.99	+5.28%	+$422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+30.4%	+$2,435 gain

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

American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Mar 10, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Apr 3, 2025 · 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: Feb 5, 2025Filed 57 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 57 days after the trade. IBP closed at $191.82 on Feb 5, 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 tradeFeb 6, 2025	Feb 6, 2025	$191.32	−0.26%	−$21 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$163.79	−14.6%	−$1,169 loss
30 days afterMar 7, 2025	Mar 7, 2025	$177.04	−7.71%	−$616 loss
90 days afterMay 6, 2025	May 6, 2025	$165.57	−13.7%	−$1,095 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−1.28%	−$102 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 > Schwab Joint Brokerage #1 (Home Grown)
Transaction date
Jan 30, 2025Filed 63 days later · past 45 days

Oct 30, 2025Filed 4 days later

Member

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

Purchase

$1,001 - $15,000

Notified Oct 31, 2025New

Disclosed 4 days after the trade. T closed at $24.68 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$24.75	+0.28%	+$23 gain
Day of disclosureNov 3, 2025	Nov 3, 2025	$24.53	−0.61%	−$49 loss
30 days afterDec 1, 2025	Dec 1, 2025	$25.79	+4.50%	+$360 gain
90 days afterJan 28, 2026	Jan 28, 2026	$24.07	−2.47%	−$198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−5.11%	−$408 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 15 days after the trade. KR closed at $64.52 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$65.35	+1.29%	+$103 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$66.88	+3.66%	+$293 gain
30 days afterOct 22, 2025	Oct 22, 2025	$68.60	+6.32%	+$506 gain
90 days afterDec 22, 2025	Dec 22, 2025	$62.29	−3.46%	−$277 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−2.39%	−$191 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Sep 22, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. KR closed at $64.52 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$65.35	+1.29%	+$103 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$66.88	+3.66%	+$293 gain
30 days afterOct 22, 2025	Oct 22, 2025	$68.60	+6.32%	+$506 gain
90 days afterDec 22, 2025	Dec 22, 2025	$62.29	−3.46%	−$277 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−2.39%	−$191 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Sep 22, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. LRCX closed at $132.20 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$131.93	−0.20%	$16 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$140.35	+6.16%	$493 gain missed
30 days afterOct 22, 2025	Oct 22, 2025	$141.25	+6.85%	$548 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$175.26	+32.6%	$2,606 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+99.3%	$7,944 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: Sep 22, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. LRCX closed at $132.20 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$131.93	−0.20%	$16 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$140.35	+6.16%	$493 gain missed
30 days afterOct 22, 2025	Oct 22, 2025	$141.25	+6.85%	$548 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$175.26	+32.6%	$2,606 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+99.3%	$7,944 gain missed

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

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

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

Transaction date: Sep 22, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. PG closed at $153.07 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$152.50	−0.37%	−$30 loss
Day of disclosureOct 7, 2025	Oct 7, 2025	$152.54	−0.35%	−$28 loss
30 days afterOct 22, 2025	Oct 22, 2025	$152.20	−0.57%	−$45 loss
90 days afterDec 22, 2025	Dec 22, 2025	$142.69	−6.78%	−$543 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+4.08%	+$327 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: Sep 22, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 3, 2025New

Disclosed 15 days after the trade. PG closed at $153.07 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$152.50	−0.37%	−$30 loss
Day of disclosureOct 7, 2025	Oct 7, 2025	$152.54	−0.35%	−$28 loss
30 days afterOct 22, 2025	Oct 22, 2025	$152.20	−0.57%	−$45 loss
90 days afterDec 22, 2025	Dec 22, 2025	$142.69	−6.78%	−$543 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+4.08%	+$327 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 22, 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

Purchase

$1,001 - $15,000

Notified Oct 3, 2025New

Disclosed 15 days after the trade. AEP closed at $107.05 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$108.14	+1.02%	+$81 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$118.16	+10.4%	+$830 gain
30 days afterOct 22, 2025	Oct 22, 2025	$117.27	+9.55%	+$764 gain
90 days afterDec 22, 2025	Dec 22, 2025	$114.62	+7.07%	+$566 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+18.8%	+$1,508 gain

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

Sep 22, 2025Filed 15 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 Oct 3, 2025New

Disclosed 15 days after the trade. KR closed at $64.52 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$65.35	+1.29%	+$103 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$66.88	+3.66%	+$293 gain
30 days afterOct 22, 2025	Oct 22, 2025	$68.60	+6.32%	+$506 gain
90 days afterDec 22, 2025	Dec 22, 2025	$62.29	−3.46%	−$277 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−2.39%	−$191 loss

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

Sep 22, 2025Filed 15 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 Oct 3, 2025New

Disclosed 15 days after the trade. KR closed at $64.52 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$65.35	+1.29%	+$103 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$66.88	+3.66%	+$293 gain
30 days afterOct 22, 2025	Oct 22, 2025	$68.60	+6.32%	+$506 gain
90 days afterDec 22, 2025	Dec 22, 2025	$62.29	−3.46%	−$277 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−2.39%	−$191 loss

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

Sep 22, 2025Filed 15 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 Oct 3, 2025New

Disclosed 15 days after the trade. LRCX closed at $132.20 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$131.93	−0.20%	$16 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$140.35	+6.16%	$493 gain missed
30 days afterOct 22, 2025	Oct 22, 2025	$141.25	+6.85%	$548 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$175.26	+32.6%	$2,606 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+99.3%	$7,944 gain missed

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

Sep 22, 2025Filed 15 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 Oct 3, 2025New

Disclosed 15 days after the trade. LRCX closed at $132.20 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$131.93	−0.20%	$16 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$140.35	+6.16%	$493 gain missed
30 days afterOct 22, 2025	Oct 22, 2025	$141.25	+6.85%	$548 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$175.26	+32.6%	$2,606 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+99.3%	$7,944 gain missed

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

Sep 22, 2025Filed 15 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 Oct 3, 2025New

Disclosed 15 days after the trade. PG closed at $153.07 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$152.50	−0.37%	−$30 loss
Day of disclosureOct 7, 2025	Oct 7, 2025	$152.54	−0.35%	−$28 loss
30 days afterOct 22, 2025	Oct 22, 2025	$152.20	−0.57%	−$45 loss
90 days afterDec 22, 2025	Dec 22, 2025	$142.69	−6.78%	−$543 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+4.08%	+$327 gain

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

Sep 22, 2025Filed 15 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 Oct 3, 2025New

Disclosed 15 days after the trade. PG closed at $153.07 on Sep 22, 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 tradeSep 23, 2025	Sep 23, 2025	$152.50	−0.37%	−$30 loss
Day of disclosureOct 7, 2025	Oct 7, 2025	$152.54	−0.35%	−$28 loss
30 days afterOct 22, 2025	Oct 22, 2025	$152.20	−0.57%	−$45 loss
90 days afterDec 22, 2025	Dec 22, 2025	$142.69	−6.78%	−$543 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+4.08%	+$327 gain

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

Disclosed 13 days after the trade. GOOGL closed at $230.66 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$232.30	+0.71%	$57 gain missed
Day of disclosureSep 16, 2025	Sep 16, 2025	$251.16	+8.89%	$711 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$245.35	+6.37%	$510 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$315.81	+36.9%	$2,954 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+47.5%	$3,802 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Sep 3, 2025Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 5, 2025New

Disclosed 13 days after the trade. CRM closed at $256.45 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$244.01	−4.85%	−$388 loss
Day of disclosureSep 16, 2025	Sep 16, 2025	$239.31	−6.68%	−$535 loss
30 days afterOct 3, 2025	Oct 3, 2025	$240.36	−6.27%	−$502 loss
90 days afterDec 2, 2025	Dec 2, 2025	$234.71	−8.48%	−$678 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−5.47%	−$437 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

Sep 3, 2025Filed 13 days later

Member

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

Sale

$1,001 - $15,000

Notified Sep 5, 2025New

Disclosed 13 days after the trade. GOOGL closed at $230.66 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$232.30	+0.71%	$57 gain missed
Day of disclosureSep 16, 2025	Sep 16, 2025	$251.16	+8.89%	$711 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$245.35	+6.37%	$510 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$315.81	+36.9%	$2,954 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+47.5%	$3,802 gain missed

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

Sep 3, 2025Filed 13 days later

Member

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

Sale

$1,001 - $15,000

Notified Sep 5, 2025New

Disclosed 13 days after the trade. GOOGL closed at $230.66 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$232.30	+0.71%	$57 gain missed
Day of disclosureSep 16, 2025	Sep 16, 2025	$251.16	+8.89%	$711 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$245.35	+6.37%	$510 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$315.81	+36.9%	$2,954 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+47.5%	$3,802 gain missed

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

Sep 3, 2025Filed 13 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 Sep 5, 2025New

Disclosed 13 days after the trade. CRM closed at $256.45 on Sep 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 tradeSep 4, 2025	Sep 4, 2025	$244.01	−4.85%	−$388 loss
Day of disclosureSep 16, 2025	Sep 16, 2025	$239.31	−6.68%	−$535 loss
30 days afterOct 3, 2025	Oct 3, 2025	$240.36	−6.27%	−$502 loss
90 days afterDec 2, 2025	Dec 2, 2025	$234.71	−8.48%	−$678 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−5.47%	−$437 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 46 days after the trade. T closed at $26.94 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$27.38	+1.63%	+$131 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$29.08	+7.94%	+$636 gain
30 days afterAug 18, 2025	Aug 18, 2025	$28.92	+7.35%	+$588 gain
90 days afterOct 16, 2025	Oct 16, 2025	$26.20	−2.75%	−$220 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−13.1%	−$1,045 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

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

Transaction date: Aug 14, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 19 days after the trade. LLY closed at $684.43 on Aug 14, 2025; 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 tradeAug 15, 2025	Aug 15, 2025	$701.23	+2.45%	+$798 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$735.19	+7.42%	+$2,410 gain
30 days afterSep 15, 2025	Sep 15, 2025	$748.19	+9.32%	+$3,028 gain
90 days afterNov 12, 2025	Nov 12, 2025	$1,017.78	+48.7%	+$15,830 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+87.6%	+$28,455 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: Aug 14, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 19 days after the trade. LLY closed at $684.43 on Aug 14, 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 tradeAug 15, 2025	Aug 15, 2025	$701.23	+2.45%	+$196 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$735.19	+7.42%	+$593 gain
30 days afterSep 15, 2025	Sep 15, 2025	$748.19	+9.32%	+$745 gain
90 days afterNov 12, 2025	Nov 12, 2025	$1,017.78	+48.7%	+$3,897 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+87.6%	+$7,005 gain

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

Installed Building Products, Inc. Common StockIBP

Stocks (including ADRs) [ST]

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

Transaction date: Aug 13, 2025Filed 20 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 20 days after the trade. IBP closed at $272.55 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$266.77	−2.12%	$170 loss avoided
Day of disclosureSep 2, 2025	Sep 2, 2025	$259.33	−4.85%	$388 loss avoided
30 days afterSep 12, 2025	Sep 12, 2025	$267.96	−1.68%	$135 loss avoided
90 days afterNov 11, 2025	Nov 11, 2025	$259.55	−4.77%	$382 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−30.5%	$2,442 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 7, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 26 days after the trade. IBP closed at $255.21 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$257.87	+1.04%	$83 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$259.33	+1.61%	$129 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$279.47	+9.51%	$761 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$245.83	−3.68%	$294 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−25.8%	$2,064 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 > Sardinia Ready Mix 401(k) - Dave

Transaction date: Jul 18, 2025Filed 46 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. LRCX closed at $100.66 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$101.74	+1.07%	$86 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$97.03	−3.61%	$289 loss avoided
30 days afterAug 18, 2025	Aug 18, 2025	$98.88	−1.77%	$141 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$142.37	+41.4%	$3,315 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+161.7%	$12,939 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: Jul 18, 2025Filed 46 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. LRCX closed at $100.66 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$101.74	+1.07%	$86 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$97.03	−3.61%	$289 loss avoided
30 days afterAug 18, 2025	Aug 18, 2025	$98.88	−1.77%	$141 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$142.37	+41.4%	$3,315 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+161.7%	$12,939 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jul 18, 2025Filed 46 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. MPC closed at $174.21 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$174.88	+0.38%	$31 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$180.15	+3.41%	$273 gain missed
30 days afterAug 18, 2025	Aug 18, 2025	$162.67	−6.62%	$530 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$181.15	+3.98%	$319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+172.7%	$13,816 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: Jul 18, 2025Filed 46 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. MPC closed at $174.21 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$174.88	+0.38%	$31 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$180.15	+3.41%	$273 gain missed
30 days afterAug 18, 2025	Aug 18, 2025	$162.67	−6.62%	$530 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$181.15	+3.98%	$319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+172.7%	$13,816 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: Aug 14, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 19 days after the trade. MPC closed at $162.32 on Aug 14, 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 tradeAug 15, 2025	Aug 15, 2025	$162.34	+0.01%	+$1 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$180.15	+11.0%	+$879 gain
30 days afterSep 15, 2025	Sep 15, 2025	$179.94	+10.9%	+$869 gain
90 days afterNov 12, 2025	Nov 12, 2025	$196.90	+21.3%	+$1,705 gain
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+192.7%	+$15,414 gain

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

Medpace Holdings, Inc. - Common StockMEDP

Stocks (including ADRs) [ST]

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

Transaction date: Jul 23, 2025Filed 41 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 41 days after the trade. MEDP closed at $437.41 on Jul 23, 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 tradeJul 24, 2025	Jul 24, 2025	$455.68	+4.18%	$334 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$473.34	+8.21%	$657 gain missed
30 days afterAug 22, 2025	Aug 22, 2025	$463.64	+6.00%	$480 gain missed
90 days afterOct 21, 2025	Oct 21, 2025	$545.64	+24.7%	$1,980 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+42.3%	$3,384 gain missed

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

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

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

Transaction date: Aug 13, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 20 days after the trade. PG closed at $155.41 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$153.74	−1.07%	−$86 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$157.99	+1.66%	+$133 gain
30 days afterSep 12, 2025	Sep 12, 2025	$157.90	+1.60%	+$128 gain
90 days afterNov 11, 2025	Nov 11, 2025	$148.54	−4.42%	−$354 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+2.52%	+$201 gain

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

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

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

Transaction date: Aug 7, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 26 days after the trade. PG closed at $153.49 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$153.51	+0.01%	+$1 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$157.99	+2.93%	+$235 gain
30 days afterSep 8, 2025	Sep 8, 2025	$159.01	+3.60%	+$288 gain
90 days afterNov 5, 2025	Nov 5, 2025	$145.79	−5.02%	−$401 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+3.80%	+$304 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: Jul 18, 2025Filed 46 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 31, 2025New

Disclosed 46 days after the trade. PGR closed at $246.41 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$245.13	−0.52%	−$42 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$245.86	−0.22%	−$18 loss
30 days afterAug 18, 2025	Aug 18, 2025	$247.09	+0.28%	+$22 gain
90 days afterOct 16, 2025	Oct 16, 2025	$221.74	−10.0%	−$801 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−9.93%	−$795 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.

Prologis, Inc. Common StockPLD

Stocks (including ADRs) [ST]

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

Transaction date: Aug 14, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 19 days after the trade. PLD closed at $105.85 on Aug 14, 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 tradeAug 15, 2025	Aug 15, 2025	$106.59	+0.70%	+$56 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$111.30	+5.15%	+$412 gain
30 days afterSep 15, 2025	Sep 15, 2025	$114.27	+7.95%	+$636 gain
90 days afterNov 12, 2025	Nov 12, 2025	$124.84	+17.9%	+$1,435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	+20.4%	+$1,634 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 7, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 26 days after the trade. PLD closed at $106.29 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$105.68	−0.57%	−$46 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$111.30	+4.71%	+$377 gain
30 days afterSep 8, 2025	Sep 8, 2025	$113.56	+6.84%	+$547 gain
90 days afterNov 5, 2025	Nov 5, 2025	$123.82	+16.5%	+$1,320 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	+19.9%	+$1,594 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: Aug 7, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 26 days after the trade. CRM closed at $240.88 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$240.51	−0.15%	−$12 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$252.86	+4.97%	+$398 gain
30 days afterSep 8, 2025	Sep 8, 2025	$252.27	+4.73%	+$378 gain
90 days afterNov 5, 2025	Nov 5, 2025	$252.68	+4.90%	+$392 gain
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+0.64%	+$51 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Aug 7, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 26 days after the trade. VRTX closed at $375.63 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$366.54	−2.42%	−$194 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$401.00	+6.75%	+$540 gain
30 days afterSep 8, 2025	Sep 8, 2025	$395.25	+5.22%	+$418 gain
90 days afterNov 5, 2025	Nov 5, 2025	$417.00	+11.0%	+$881 gain
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+37.0%	+$2,961 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: Aug 13, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 20 days after the trade. V closed at $342.55 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$345.49	+0.86%	+$69 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$350.07	+2.20%	+$176 gain
30 days afterSep 12, 2025	Sep 12, 2025	$339.43	−0.91%	−$73 loss
90 days afterNov 11, 2025	Nov 11, 2025	$338.92	−1.06%	−$85 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+18.7%	+$1,495 gain

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

Visa Inc.V

Stocks (including ADRs) [ST]

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

Transaction date: Aug 13, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 19, 2025New

Disclosed 20 days after the trade. V closed at $342.55 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$345.49	+0.86%	+$69 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$350.07	+2.20%	+$176 gain
30 days afterSep 12, 2025	Sep 12, 2025	$339.43	−0.91%	−$73 loss
90 days afterNov 11, 2025	Nov 11, 2025	$338.92	−1.06%	−$85 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+18.7%	+$1,495 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 18, 2025Filed 46 days later · past 45 days

Member

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

Purchase

$1,001 - $15,000

Notified Jul 31, 2025New

Disclosed 46 days after the trade. T closed at $26.94 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$27.38	+1.63%	+$131 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$29.08	+7.94%	+$636 gain
30 days afterAug 18, 2025	Aug 18, 2025	$28.92	+7.35%	+$588 gain
90 days afterOct 16, 2025	Oct 16, 2025	$26.20	−2.75%	−$220 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−13.1%	−$1,045 loss

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

Jul 18, 2025Filed 46 days later · past 45 days

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 Jul 31, 2025New

Disclosed 46 days after the trade. T closed at $26.94 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$27.38	+1.63%	+$131 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$29.08	+7.94%	+$636 gain
30 days afterAug 18, 2025	Aug 18, 2025	$28.92	+7.35%	+$588 gain
90 days afterOct 16, 2025	Oct 16, 2025	$26.20	−2.75%	−$220 loss
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−13.1%	−$1,045 loss

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

Aug 14, 2025Filed 19 days later

Member

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

Purchase

$15,001 - $50,000

Notified Aug 19, 2025New

Disclosed 19 days after the trade. LLY closed at $684.43 on Aug 14, 2025; 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 tradeAug 15, 2025	Aug 15, 2025	$701.23	+2.45%	+$798 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$735.19	+7.42%	+$2,410 gain
30 days afterSep 15, 2025	Sep 15, 2025	$748.19	+9.32%	+$3,028 gain
90 days afterNov 12, 2025	Nov 12, 2025	$1,017.78	+48.7%	+$15,830 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+87.6%	+$28,455 gain

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

Aug 14, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 19, 2025New

Disclosed 19 days after the trade. LLY closed at $684.43 on Aug 14, 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 tradeAug 15, 2025	Aug 15, 2025	$701.23	+2.45%	+$196 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$735.19	+7.42%	+$593 gain
30 days afterSep 15, 2025	Sep 15, 2025	$748.19	+9.32%	+$745 gain
90 days afterNov 12, 2025	Nov 12, 2025	$1,017.78	+48.7%	+$3,897 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+87.6%	+$7,005 gain

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

Aug 13, 2025Filed 20 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 Aug 19, 2025New

Disclosed 20 days after the trade. IBP closed at $272.55 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$266.77	−2.12%	$170 loss avoided
Day of disclosureSep 2, 2025	Sep 2, 2025	$259.33	−4.85%	$388 loss avoided
30 days afterSep 12, 2025	Sep 12, 2025	$267.96	−1.68%	$135 loss avoided
90 days afterNov 11, 2025	Nov 11, 2025	$259.55	−4.77%	$382 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−30.5%	$2,442 loss avoided

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

Aug 7, 2025Filed 26 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 Aug 19, 2025New

Disclosed 26 days after the trade. IBP closed at $255.21 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$257.87	+1.04%	$83 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$259.33	+1.61%	$129 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$279.47	+9.51%	$761 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$245.83	−3.68%	$294 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−25.8%	$2,064 loss avoided

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

Jul 18, 2025Filed 46 days later · past 45 days

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 Jul 31, 2025New

Disclosed 46 days after the trade. LRCX closed at $100.66 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$101.74	+1.07%	$86 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$97.03	−3.61%	$289 loss avoided
30 days afterAug 18, 2025	Aug 18, 2025	$98.88	−1.77%	$141 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$142.37	+41.4%	$3,315 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+161.7%	$12,939 gain missed

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

Jul 18, 2025Filed 46 days later · past 45 days

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 Jul 31, 2025New

Disclosed 46 days after the trade. LRCX closed at $100.66 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$101.74	+1.07%	$86 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$97.03	−3.61%	$289 loss avoided
30 days afterAug 18, 2025	Aug 18, 2025	$98.88	−1.77%	$141 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$142.37	+41.4%	$3,315 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+161.7%	$12,939 gain missed

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

Jul 18, 2025Filed 46 days later · past 45 days

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 Jul 31, 2025New

Disclosed 46 days after the trade. MPC closed at $174.21 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$174.88	+0.38%	$31 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$180.15	+3.41%	$273 gain missed
30 days afterAug 18, 2025	Aug 18, 2025	$162.67	−6.62%	$530 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$181.15	+3.98%	$319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+172.7%	$13,816 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.

Jul 18, 2025Filed 46 days later · past 45 days

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 Jul 31, 2025New

Disclosed 46 days after the trade. MPC closed at $174.21 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$174.88	+0.38%	$31 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$180.15	+3.41%	$273 gain missed
30 days afterAug 18, 2025	Aug 18, 2025	$162.67	−6.62%	$530 loss avoided
90 days afterOct 16, 2025	Oct 16, 2025	$181.15	+3.98%	$319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+172.7%	$13,816 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.

Aug 14, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 19, 2025New

Disclosed 19 days after the trade. MPC closed at $162.32 on Aug 14, 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 tradeAug 15, 2025	Aug 15, 2025	$162.34	+0.01%	+$1 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$180.15	+11.0%	+$879 gain
30 days afterSep 15, 2025	Sep 15, 2025	$179.94	+10.9%	+$869 gain
90 days afterNov 12, 2025	Nov 12, 2025	$196.90	+21.3%	+$1,705 gain
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+192.7%	+$15,414 gain

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

Jul 23, 2025Filed 41 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 Jul 31, 2025New

Disclosed 41 days after the trade. MEDP closed at $437.41 on Jul 23, 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 tradeJul 24, 2025	Jul 24, 2025	$455.68	+4.18%	$334 gain missed
Day of disclosureSep 2, 2025	Sep 2, 2025	$473.34	+8.21%	$657 gain missed
30 days afterAug 22, 2025	Aug 22, 2025	$463.64	+6.00%	$480 gain missed
90 days afterOct 21, 2025	Oct 21, 2025	$545.64	+24.7%	$1,980 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$622.43	+42.3%	$3,384 gain missed

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

Aug 13, 2025Filed 20 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 19, 2025New

Disclosed 20 days after the trade. PG closed at $155.41 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$153.74	−1.07%	−$86 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$157.99	+1.66%	+$133 gain
30 days afterSep 12, 2025	Sep 12, 2025	$157.90	+1.60%	+$128 gain
90 days afterNov 11, 2025	Nov 11, 2025	$148.54	−4.42%	−$354 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+2.52%	+$201 gain

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

Aug 7, 2025Filed 26 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 Aug 19, 2025New

Disclosed 26 days after the trade. PG closed at $153.49 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$153.51	+0.01%	+$1 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$157.99	+2.93%	+$235 gain
30 days afterSep 8, 2025	Sep 8, 2025	$159.01	+3.60%	+$288 gain
90 days afterNov 5, 2025	Nov 5, 2025	$145.79	−5.02%	−$401 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+3.80%	+$304 gain

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

Jul 18, 2025Filed 46 days later · past 45 days

Member

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

Purchase

$1,001 - $15,000

Notified Jul 31, 2025New

Disclosed 46 days after the trade. PGR closed at $246.41 on Jul 18, 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 tradeJul 21, 2025	Jul 21, 2025	$245.13	−0.52%	−$42 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$245.86	−0.22%	−$18 loss
30 days afterAug 18, 2025	Aug 18, 2025	$247.09	+0.28%	+$22 gain
90 days afterOct 16, 2025	Oct 16, 2025	$221.74	−10.0%	−$801 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−9.93%	−$795 loss

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

Aug 14, 2025Filed 19 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 Aug 19, 2025New

Disclosed 19 days after the trade. PLD closed at $105.85 on Aug 14, 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 tradeAug 15, 2025	Aug 15, 2025	$106.59	+0.70%	+$56 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$111.30	+5.15%	+$412 gain
30 days afterSep 15, 2025	Sep 15, 2025	$114.27	+7.95%	+$636 gain
90 days afterNov 12, 2025	Nov 12, 2025	$124.84	+17.9%	+$1,435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	+20.4%	+$1,634 gain

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

Aug 7, 2025Filed 26 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 19, 2025New

Disclosed 26 days after the trade. PLD closed at $106.29 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$105.68	−0.57%	−$46 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$111.30	+4.71%	+$377 gain
30 days afterSep 8, 2025	Sep 8, 2025	$113.56	+6.84%	+$547 gain
90 days afterNov 5, 2025	Nov 5, 2025	$123.82	+16.5%	+$1,320 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	+19.9%	+$1,594 gain

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

Aug 7, 2025Filed 26 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 Aug 19, 2025New

Disclosed 26 days after the trade. CRM closed at $240.88 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$240.51	−0.15%	−$12 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$252.86	+4.97%	+$398 gain
30 days afterSep 8, 2025	Sep 8, 2025	$252.27	+4.73%	+$378 gain
90 days afterNov 5, 2025	Nov 5, 2025	$252.68	+4.90%	+$392 gain
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+0.64%	+$51 gain

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

Aug 7, 2025Filed 26 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 19, 2025New

Disclosed 26 days after the trade. VRTX closed at $375.63 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$366.54	−2.42%	−$194 loss
Day of disclosureSep 2, 2025	Sep 2, 2025	$401.00	+6.75%	+$540 gain
30 days afterSep 8, 2025	Sep 8, 2025	$395.25	+5.22%	+$418 gain
90 days afterNov 5, 2025	Nov 5, 2025	$417.00	+11.0%	+$881 gain
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+37.0%	+$2,961 gain

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

Aug 13, 2025Filed 20 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 Aug 19, 2025New

Disclosed 20 days after the trade. V closed at $342.55 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$345.49	+0.86%	+$69 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$350.07	+2.20%	+$176 gain
30 days afterSep 12, 2025	Sep 12, 2025	$339.43	−0.91%	−$73 loss
90 days afterNov 11, 2025	Nov 11, 2025	$338.92	−1.06%	−$85 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+18.7%	+$1,495 gain

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

Aug 13, 2025Filed 20 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 Aug 19, 2025New

Disclosed 20 days after the trade. V closed at $342.55 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$345.49	+0.86%	+$69 gain
Day of disclosureSep 2, 2025	Sep 2, 2025	$350.07	+2.20%	+$176 gain
30 days afterSep 12, 2025	Sep 12, 2025	$339.43	−0.91%	−$73 loss
90 days afterNov 11, 2025	Nov 11, 2025	$338.92	−1.06%	−$85 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+18.7%	+$1,495 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. CRM closed at $265.91 on Jun 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 tradeJun 12, 2025	Jun 12, 2025	$266.91	+0.38%	+$30 gain
Day of disclosureJun 26, 2025	Jun 26, 2025	$270.74	+1.82%	+$145 gain
30 days afterJul 11, 2025	Jul 11, 2025	$258.07	−2.95%	−$236 loss
90 days afterSep 9, 2025	Sep 9, 2025	$252.06	−5.21%	−$417 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−8.83%	−$706 loss

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 11, 2025Filed 15 days later

Member

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

Sale

$1,001 - $15,000

Notified Jun 24, 2025New

Disclosed 15 days after the trade. JPM closed at $268.15 on Jun 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 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$268.24	+0.03%	$3 gain missed
Day of disclosureJun 26, 2025	Jun 26, 2025	$288.75	+7.68%	$615 gain missed
30 days afterJul 11, 2025	Jul 11, 2025	$286.86	+6.98%	$558 gain missed
90 days afterSep 9, 2025	Sep 9, 2025	$297.85	+11.1%	$886 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+25.0%	$2,002 gain missed

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

Jun 11, 2025Filed 15 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 Jun 24, 2025New

Disclosed 15 days after the trade. CRM closed at $265.91 on Jun 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 tradeJun 12, 2025	Jun 12, 2025	$266.91	+0.38%	+$30 gain
Day of disclosureJun 26, 2025	Jun 26, 2025	$270.74	+1.82%	+$145 gain
30 days afterJul 11, 2025	Jul 11, 2025	$258.07	−2.95%	−$236 loss
90 days afterSep 9, 2025	Sep 9, 2025	$252.06	−5.21%	−$417 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−8.83%	−$706 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 19 days after the trade. FITB closed at $39.37 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$39.49	+0.30%	+$24 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$38.08	−3.28%	−$262 loss
30 days afterJun 13, 2025	Jun 13, 2025	$37.98	−3.53%	−$282 loss
90 days afterAug 12, 2025	Aug 12, 2025	$42.24	+7.29%	+$583 gain
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+33.1%	+$2,650 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: May 15, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 18 days after the trade. IBP closed at $162.53 on May 15, 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 tradeMay 16, 2025	May 16, 2025	$166.37	+2.36%	+$189 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$159.00	−2.17%	−$174 loss
30 days afterJun 16, 2025	Jun 16, 2025	$166.94	+2.71%	+$217 gain
90 days afterAug 13, 2025	Aug 13, 2025	$272.55	+67.7%	+$5,416 gain
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	+16.5%	+$1,321 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: May 12, 2025Filed 21 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 21 days after the trade. MSFT closed at $449.26 on May 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 sold
Day after the tradeMay 13, 2025	May 13, 2025	$449.14	−0.03%	$2 loss avoided
Day of disclosureJun 2, 2025	Jun 2, 2025	$461.97	+2.83%	$226 gain missed
30 days afterJun 11, 2025	Jun 11, 2025	$472.62	+5.20%	$416 gain missed
90 days afterAug 11, 2025	Aug 11, 2025	$521.77	+16.1%	$1,291 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+18.4%	$1,471 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: May 13, 2025Filed 20 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 20 days after the trade. MSFT closed at $449.14 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$452.94	+0.85%	$68 gain missed
Day of disclosureJun 2, 2025	Jun 2, 2025	$461.97	+2.86%	$229 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$478.87	+6.62%	$530 gain missed
90 days afterAug 11, 2025	Aug 11, 2025	$521.77	+16.2%	$1,294 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+18.4%	$1,474 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: May 12, 2025Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 21 days after the trade. CRM closed at $288.82 on May 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 tradeMay 13, 2025	May 13, 2025	$289.17	+0.12%	+$10 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$261.62	−9.42%	−$754 loss
30 days afterJun 11, 2025	Jun 11, 2025	$265.91	−7.93%	−$635 loss
90 days afterAug 11, 2025	Aug 11, 2025	$232.68	−19.4%	−$1,555 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−16.1%	−$1,285 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.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

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

Transaction date: May 14, 2025Filed 19 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 19 days after the trade. UNH closed at $308.01 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$274.35	−10.9%	$874 loss avoided
Day of disclosureJun 2, 2025	Jun 2, 2025	$304.72	−1.07%	$85 loss avoided
30 days afterJun 13, 2025	Jun 13, 2025	$311.32	+1.07%	$86 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$261.57	−15.1%	$1,206 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+36.1%	$2,890 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.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

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

Transaction date: May 14, 2025Filed 19 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 22, 2025New

Disclosed 19 days after the trade. UNH closed at $308.01 on May 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 15, 2025	May 15, 2025	$274.35	−10.9%	$3,552 loss avoided
Day of disclosureJun 2, 2025	Jun 2, 2025	$304.72	−1.07%	$347 loss avoided
30 days afterJun 13, 2025	Jun 13, 2025	$311.32	+1.07%	$349 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$261.57	−15.1%	$4,900 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+36.1%	$11,739 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

May 14, 2025Filed 19 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 May 22, 2025New

Disclosed 19 days after the trade. AVGO closed at $232.12 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$232.64	+0.22%	+$18 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$248.71	+7.15%	+$572 gain
30 days afterJun 13, 2025	Jun 13, 2025	$248.70	+7.14%	+$571 gain
90 days afterAug 12, 2025	Aug 12, 2025	$312.83	+34.8%	+$2,782 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+44.1%	+$3,524 gain

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

May 14, 2025Filed 19 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 May 22, 2025New

Disclosed 19 days after the trade. FITB closed at $39.37 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$39.49	+0.30%	+$24 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$38.08	−3.28%	−$262 loss
30 days afterJun 13, 2025	Jun 13, 2025	$37.98	−3.53%	−$282 loss
90 days afterAug 12, 2025	Aug 12, 2025	$42.24	+7.29%	+$583 gain
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+33.1%	+$2,650 gain

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

May 15, 2025Filed 18 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 May 22, 2025New

Disclosed 18 days after the trade. IBP closed at $162.53 on May 15, 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 tradeMay 16, 2025	May 16, 2025	$166.37	+2.36%	+$189 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$159.00	−2.17%	−$174 loss
30 days afterJun 16, 2025	Jun 16, 2025	$166.94	+2.71%	+$217 gain
90 days afterAug 13, 2025	Aug 13, 2025	$272.55	+67.7%	+$5,416 gain
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	+16.5%	+$1,321 gain

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

May 12, 2025Filed 21 days later

Member

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

Sale

$1,001 - $15,000

Notified May 22, 2025New

Disclosed 21 days after the trade. MSFT closed at $449.26 on May 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 sold
Day after the tradeMay 13, 2025	May 13, 2025	$449.14	−0.03%	$2 loss avoided
Day of disclosureJun 2, 2025	Jun 2, 2025	$461.97	+2.83%	$226 gain missed
30 days afterJun 11, 2025	Jun 11, 2025	$472.62	+5.20%	$416 gain missed
90 days afterAug 11, 2025	Aug 11, 2025	$521.77	+16.1%	$1,291 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+18.4%	$1,471 gain missed

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

May 13, 2025Filed 20 days later

Member

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

Sale

$1,001 - $15,000

Notified May 22, 2025New

Disclosed 20 days after the trade. MSFT closed at $449.14 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$452.94	+0.85%	$68 gain missed
Day of disclosureJun 2, 2025	Jun 2, 2025	$461.97	+2.86%	$229 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$478.87	+6.62%	$530 gain missed
90 days afterAug 11, 2025	Aug 11, 2025	$521.77	+16.2%	$1,294 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+18.4%	$1,474 gain missed

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

May 12, 2025Filed 21 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 May 22, 2025New

Disclosed 21 days after the trade. CRM closed at $288.82 on May 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 tradeMay 13, 2025	May 13, 2025	$289.17	+0.12%	+$10 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$261.62	−9.42%	−$754 loss
30 days afterJun 11, 2025	Jun 11, 2025	$265.91	−7.93%	−$635 loss
90 days afterAug 11, 2025	Aug 11, 2025	$232.68	−19.4%	−$1,555 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−16.1%	−$1,285 loss

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

May 14, 2025Filed 19 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified May 22, 2025New

Disclosed 19 days after the trade. UNH closed at $308.01 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$274.35	−10.9%	$874 loss avoided
Day of disclosureJun 2, 2025	Jun 2, 2025	$304.72	−1.07%	$85 loss avoided
30 days afterJun 13, 2025	Jun 13, 2025	$311.32	+1.07%	$86 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$261.57	−15.1%	$1,206 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+36.1%	$2,890 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.

May 14, 2025Filed 19 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: David Taylor Trust > Sardinia Ready Mix 401(k) - Dave

Sale

$15,001 - $50,000

Notified May 22, 2025New

Disclosed 19 days after the trade. UNH closed at $308.01 on May 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 15, 2025	May 15, 2025	$274.35	−10.9%	$3,552 loss avoided
Day of disclosureJun 2, 2025	Jun 2, 2025	$304.72	−1.07%	$347 loss avoided
30 days afterJun 13, 2025	Jun 13, 2025	$311.32	+1.07%	$349 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$261.57	−15.1%	$4,900 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+36.1%	$11,739 gain missed

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

Disclosed 24 days after the trade. AEP closed at $107.32 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$104.43	−2.69%	$215 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$109.11	+1.67%	$133 gain missed
30 days afterApr 9, 2025	Apr 9, 2025	$102.35	−4.63%	$371 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$101.41	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+18.5%	$1,484 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Mar 10, 2025Filed 24 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 31, 2025New

Disclosed 24 days after the trade. T closed at $27.28 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$26.01	−4.66%	$372 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$28.60	+4.84%	$387 gain missed
30 days afterApr 9, 2025	Apr 9, 2025	$26.47	−2.97%	$238 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$27.86	+2.13%	$170 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−14.1%	$1,132 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Mar 10, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 31, 2025New

Disclosed 24 days after the trade. ETN closed at $277.61 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$282.31	+1.69%	+$135 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$260.85	−6.04%	−$483 loss
30 days afterApr 9, 2025	Apr 9, 2025	$283.59	+2.15%	+$172 gain
90 days afterJun 9, 2025	Jun 9, 2025	$325.81	+17.4%	+$1,389 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+37.6%	+$3,008 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Mar 10, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 31, 2025New

Disclosed 24 days after the trade. JPM closed at $232.22 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$229.14	−1.33%	−$106 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$228.69	−1.52%	−$122 loss
30 days afterApr 9, 2025	Apr 9, 2025	$234.34	+0.91%	+$73 gain
90 days afterJun 9, 2025	Jun 9, 2025	$266.74	+14.9%	+$1,189 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+44.4%	+$3,550 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: Mar 10, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 31, 2025New

Disclosed 24 days after the trade. PH closed at $606.60 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$611.19	+0.76%	+$61 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$556.70	−8.23%	−$658 loss
30 days afterApr 9, 2025	Apr 9, 2025	$596.10	−1.73%	−$138 loss
90 days afterJun 9, 2025	Jun 9, 2025	$669.88	+10.4%	+$835 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+55.7%	+$4,458 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

Mar 27, 2025Filed 7 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 Mar 31, 2025New

Disclosed 7 days after the trade. AMZN closed at $201.36 on Mar 27, 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 tradeMar 28, 2025	Mar 28, 2025	$192.72	−4.29%	−$343 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$178.41	−11.4%	−$912 loss
30 days afterApr 28, 2025	Apr 28, 2025	$187.70	−6.78%	−$543 loss
90 days afterJun 25, 2025	Jun 25, 2025	$211.99	+5.28%	+$422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+30.4%	+$2,435 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 10, 2025Filed 24 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 Mar 31, 2025New

Disclosed 24 days after the trade. AEP closed at $107.32 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$104.43	−2.69%	$215 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$109.11	+1.67%	$133 gain missed
30 days afterApr 9, 2025	Apr 9, 2025	$102.35	−4.63%	$371 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$101.41	−5.51%	$441 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+18.5%	$1,484 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 10, 2025Filed 24 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 31, 2025New

Disclosed 24 days after the trade. T closed at $27.28 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$26.01	−4.66%	$372 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$28.60	+4.84%	$387 gain missed
30 days afterApr 9, 2025	Apr 9, 2025	$26.47	−2.97%	$238 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$27.86	+2.13%	$170 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−14.1%	$1,132 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.

Mar 10, 2025Filed 24 days later

Member

Eaton Corporation, PLC Ordinary SharesETNStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Mar 31, 2025New

Disclosed 24 days after the trade. ETN closed at $277.61 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$282.31	+1.69%	+$135 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$260.85	−6.04%	−$483 loss
30 days afterApr 9, 2025	Apr 9, 2025	$283.59	+2.15%	+$172 gain
90 days afterJun 9, 2025	Jun 9, 2025	$325.81	+17.4%	+$1,389 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+37.6%	+$3,008 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 10, 2025Filed 24 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 Mar 31, 2025New

Disclosed 24 days after the trade. JPM closed at $232.22 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$229.14	−1.33%	−$106 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$228.69	−1.52%	−$122 loss
30 days afterApr 9, 2025	Apr 9, 2025	$234.34	+0.91%	+$73 gain
90 days afterJun 9, 2025	Jun 9, 2025	$266.74	+14.9%	+$1,189 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+44.4%	+$3,550 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 10, 2025Filed 24 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 31, 2025New

Disclosed 24 days after the trade. PH closed at $606.60 on Mar 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 tradeMar 11, 2025	Mar 11, 2025	$611.19	+0.76%	+$61 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$556.70	−8.23%	−$658 loss
30 days afterApr 9, 2025	Apr 9, 2025	$596.10	−1.73%	−$138 loss
90 days afterJun 9, 2025	Jun 9, 2025	$669.88	+10.4%	+$835 gain
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+55.7%	+$4,458 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 63 days after the trade. JPM closed at $268.23 on Jan 30, 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 tradeJan 31, 2025	Jan 31, 2025	$267.30	−0.35%	$28 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$228.69	−14.7%	$1,179 loss avoided
30 days afterMar 3, 2025	Mar 3, 2025	$260.62	−2.84%	$227 loss avoided
90 days afterApr 30, 2025	Apr 30, 2025	$244.62	−8.80%	$704 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+25.0%	$1,999 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.

Kroger CompanyKR

Stocks (including ADRs) [ST]

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

Transaction date: Feb 20, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 42 days after the trade. KR closed at $64.39 on Feb 20, 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 tradeFeb 21, 2025	Feb 21, 2025	$65.06	+1.04%	+$83 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$70.74	+9.86%	+$789 gain
30 days afterMar 24, 2025	Mar 24, 2025	$65.40	+1.57%	+$126 gain
90 days afterMay 21, 2025	May 21, 2025	$68.90	+7.00%	+$560 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−2.19%	−$175 loss

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

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

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

Transaction date: Feb 10, 2025Filed 52 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 52 days after the trade. PG closed at $167.53 on Feb 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 tradeFeb 11, 2025	Feb 11, 2025	$169.43	+1.13%	+$91 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$172.39	+2.90%	+$232 gain
30 days afterMar 12, 2025	Mar 12, 2025	$168.37	+0.50%	+$40 gain
90 days afterMay 12, 2025	May 12, 2025	$160.90	−3.96%	−$317 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−4.90%	−$392 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.

The J.M. Smucker Company Common StockSJM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 10, 2025Filed 52 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 52 days after the trade. SJM closed at $103.00 on Feb 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 tradeFeb 11, 2025	Feb 11, 2025	$104.35	+1.31%	+$105 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$118.32	+14.9%	+$1,190 gain
30 days afterMar 12, 2025	Mar 12, 2025	$111.03	+7.80%	+$624 gain
90 days afterMay 12, 2025	May 12, 2025	$112.50	+9.22%	+$738 gain
Latest closeOct 20, 2026	Oct 20, 2026	$129.67	+25.9%	+$2,072 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.

The J.M. Smucker Company Common StockSJM

Stocks (including ADRs) [ST]

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

Transaction date: Feb 20, 2025Filed 42 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 42 days after the trade. SJM closed at $107.30 on Feb 20, 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 tradeFeb 21, 2025	Feb 21, 2025	$110.01	+2.53%	$202 gain missed
Day of disclosureApr 3, 2025	Apr 3, 2025	$118.32	+10.3%	$822 gain missed
30 days afterMar 24, 2025	Mar 24, 2025	$111.75	+4.15%	$332 gain missed
90 days afterMay 21, 2025	May 21, 2025	$112.53	+4.87%	$390 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$129.67	+20.8%	$1,668 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 > Schwab Joint Brokerage #1 (Home Grown)

Transaction date: Jan 30, 2025Filed 63 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 21, 2025New

Disclosed 63 days after the trade. V closed at $343.05 on Jan 30, 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 tradeJan 31, 2025	Jan 31, 2025	$341.80	−0.36%	$29 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$339.39	−1.07%	$85 loss avoided
30 days afterMar 3, 2025	Mar 3, 2025	$361.82	+5.47%	$438 gain missed
90 days afterApr 30, 2025	Apr 30, 2025	$345.50	+0.71%	$57 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+18.5%	$1,481 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Feb 5, 2025Filed 57 days later · past 45 days

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 Feb 21, 2025New

Disclosed 57 days after the trade. IBP closed at $191.82 on Feb 5, 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 tradeFeb 6, 2025	Feb 6, 2025	$191.32	−0.26%	−$21 loss
Day of disclosureApr 3, 2025	Apr 3, 2025	$163.79	−14.6%	−$1,169 loss
30 days afterMar 7, 2025	Mar 7, 2025	$177.04	−7.71%	−$616 loss
90 days afterMay 6, 2025	May 6, 2025	$165.57	−13.7%	−$1,095 loss
Latest closeOct 20, 2026	Oct 20, 2026	$189.37	−1.28%	−$102 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 30, 2025Filed 63 days later · past 45 days

Member

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

Sale

$1,001 - $15,000

Notified Feb 21, 2025New

Disclosed 63 days after the trade. JPM closed at $268.23 on Jan 30, 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 tradeJan 31, 2025	Jan 31, 2025	$267.30	−0.35%	$28 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$228.69	−14.7%	$1,179 loss avoided
30 days afterMar 3, 2025	Mar 3, 2025	$260.62	−2.84%	$227 loss avoided
90 days afterApr 30, 2025	Apr 30, 2025	$244.62	−8.80%	$704 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+25.0%	$1,999 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 20, 2025Filed 42 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 Feb 21, 2025New

Disclosed 42 days after the trade. KR closed at $64.39 on Feb 20, 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 tradeFeb 21, 2025	Feb 21, 2025	$65.06	+1.04%	+$83 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$70.74	+9.86%	+$789 gain
30 days afterMar 24, 2025	Mar 24, 2025	$65.40	+1.57%	+$126 gain
90 days afterMay 21, 2025	May 21, 2025	$68.90	+7.00%	+$560 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.98	−2.19%	−$175 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.

Feb 10, 2025Filed 52 days later · past 45 days

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 21, 2025New

Disclosed 52 days after the trade. PG closed at $167.53 on Feb 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 tradeFeb 11, 2025	Feb 11, 2025	$169.43	+1.13%	+$91 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$172.39	+2.90%	+$232 gain
30 days afterMar 12, 2025	Mar 12, 2025	$168.37	+0.50%	+$40 gain
90 days afterMay 12, 2025	May 12, 2025	$160.90	−3.96%	−$317 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−4.90%	−$392 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.

Feb 10, 2025Filed 52 days later · past 45 days

Member

The J.M. Smucker Company Common StockSJMStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Purchase

$1,001 - $15,000

Notified Feb 21, 2025New

Disclosed 52 days after the trade. SJM closed at $103.00 on Feb 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 tradeFeb 11, 2025	Feb 11, 2025	$104.35	+1.31%	+$105 gain
Day of disclosureApr 3, 2025	Apr 3, 2025	$118.32	+14.9%	+$1,190 gain
30 days afterMar 12, 2025	Mar 12, 2025	$111.03	+7.80%	+$624 gain
90 days afterMay 12, 2025	May 12, 2025	$112.50	+9.22%	+$738 gain
Latest closeOct 20, 2026	Oct 20, 2026	$129.67	+25.9%	+$2,072 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 20, 2025Filed 42 days later

Member

The J.M. Smucker Company Common StockSJMStocks (including ADRs) [ST]Held in: David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown)

Sale

$1,001 - $15,000

Notified Feb 21, 2025New

Disclosed 42 days after the trade. SJM closed at $107.30 on Feb 20, 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 tradeFeb 21, 2025	Feb 21, 2025	$110.01	+2.53%	$202 gain missed
Day of disclosureApr 3, 2025	Apr 3, 2025	$118.32	+10.3%	$822 gain missed
30 days afterMar 24, 2025	Mar 24, 2025	$111.75	+4.15%	$332 gain missed
90 days afterMay 21, 2025	May 21, 2025	$112.53	+4.87%	$390 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$129.67	+20.8%	$1,668 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 30, 2025Filed 63 days later · past 45 days

Member

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

Sale

$1,001 - $15,000

Notified Feb 21, 2025New

Disclosed 63 days after the trade. V closed at $343.05 on Jan 30, 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 tradeJan 31, 2025	Jan 31, 2025	$341.80	−0.36%	$29 loss avoided
Day of disclosureApr 3, 2025	Apr 3, 2025	$339.39	−1.07%	$85 loss avoided
30 days afterMar 3, 2025	Mar 3, 2025	$361.82	+5.47%	$438 gain missed
90 days afterApr 30, 2025	Apr 30, 2025	$345.50	+0.71%	$57 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+18.5%	$1,481 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.