Republican · House OH02
Wikipedia biography ↗Years Elected: About 1.8Rank: #55
Federal elected service; earlier service not yet verified.
17.57%
Cumulative estimated return
SPY: 13.01%
Outperformance: 4.56 percentage points
2025-10-24 – 2026-10-26
56.83%
Cumulative estimated return
SPY: 60.63%
Outperformance: -3.80 percentage points
2024-01-18 – 2026-10-26
56.83%
Cumulative estimated return
SPY: 60.63%
Outperformance: -3.80 percentage points
2024-01-18 – 2026-10-26
As of Oct 26, 2026. 186 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| GOOGL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $278.99Nov 2, 2026 | Unavailable |
| AEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $130.33Nov 2, 2026 | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| APPL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| T | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $21.44Nov 2, 2026 | Unavailable |
| AVGO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $322.23Nov 2, 2026 | Unavailable |
| CVX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $227.77Nov 2, 2026 | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $366.07Nov 2, 2026 | Unavailable |
| LLY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1410.99Nov 2, 2026 | Unavailable |
| FITB | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $54.97Nov 2, 2026 | Unavailable |
| HD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IBP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $220.44Nov 2, 2026 | Unavailable |
| JPM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| KR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $68.36Nov 2, 2026 | Unavailable |
| LRCX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $227.56Nov 2, 2026 | Unavailable |
| MPC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $430.39Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| PH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $928.29Nov 2, 2026 | Unavailable |
| PG | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PGR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $233.92Nov 2, 2026 | Unavailable |
| PLD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $129.65Nov 2, 2026 | Unavailable |
| RPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $107.80Nov 2, 2026 | Unavailable |
| CRM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $226.18Nov 2, 2026 | Unavailable |
| UNH | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $425.51Nov 2, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.99Nov 2, 2026 | Unavailable |
| AEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $130.33Nov 2, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| T | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $21.44Nov 2, 2026 | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $322.23Nov 2, 2026 | Unavailable |
| CVX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $227.77Nov 2, 2026 | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $366.07Nov 2, 2026 | Unavailable |
| LLY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1410.99Nov 2, 2026 | Unavailable |
| FITB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $54.97Nov 2, 2026 | Unavailable |
| HD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IBP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $220.44Nov 2, 2026 | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| KR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $68.36Nov 2, 2026 | Unavailable |
| LRCX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $227.56Nov 2, 2026 | Unavailable |
| MPC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $430.39Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| PH | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $928.29Nov 2, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PGR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $233.92Nov 2, 2026 | Unavailable |
| PLD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $129.65Nov 2, 2026 | Unavailable |
| RPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $107.80Nov 2, 2026 | Unavailable |
| CRM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $226.18Nov 2, 2026 | Unavailable |
| SJM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $131.35Nov 2, 2026 | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Intel Corporation - Common Stock (INTC) [ST] | joint | 231.9657871846912148448825747 | 20985.94 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | joint | 18.05981941309255079006772009 | 12222.34 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | joint | 16.36964439170110897409665671 | 8471.13 |
| Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 99.56049962546460351857905854 | 34239.85 |
| American Electric Power Company, Inc. (AEP) [ST] | not_reported | 549.0268342492634022572082463 | 70945.25 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ American Financial Group, Inc. Common Stock (AFG) [ST] | not_reported | 58.53453321627158326016973954 | 8814.72 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ AGCO Corporation Common Stock (AGCO) [ST] | not_reported | 76.69190950920245398773006135 | 7992.06 |
| Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 109.5827340604446751869558196 | 48723.77 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 117.1207707527376987153747348 | 29173.61 |
| Broadcom Inc. - Common Stock (AVGO) [ST] | not_reported | 122.8922862102437295400416198 | 40452.45 |
| Salesforce, Inc. Common Stock (CRM) [ST] | not_reported | 120.9319193673441735141519620 | 29943.95 |
| Chevron Corporation Common Stock (CVX) [ST] | not_reported | 236.8031420439903484996840108 | 54940.70 |
| Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | not_reported | 231.1130492164932460250613166 | 85955.57 |
| Fifth Third Bancorp - Common Stock (FITB) [ST] | not_reported | 913.3015599433024348059824113 | 48496.31 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Globe Life Inc. Common Stock (GL) [ST] | not_reported | 57.20363220363220363220363220 | 8970.67 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 334.4858862894854344505497404 | 105965.13 |
| Installed Building Products, Inc. Common Stock (IBP) [ST] | not_reported | 272.9830464963133380144285164 | 55150.76 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 411.4493282566044706780170048 | 137440.53 |
| Kroger Company (KR) [ST] | not_reported | 1078.264201886860992700428522 | 71995.70 |
| Eli Lilly and Company Common Stock (LLY) [ST] | not_reported | 30.15165079873433999860829054 | 38568.18 |
| Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | not_reported | 69.91614101960990389762963252 | 47317.15 |
| Marathon Petroleum Corporation Common Stock (MPC) [ST] | not_reported | 95.06786259493414488824095095 | 44742.74 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 359.3591373167103594226061016 | 191394.68 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ NiSource Inc Common Stock (NI) [ST] | not_reported | 191.5828544061302681992337165 | 8322.36 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 56.99742200242016099331825117 | 32226.91 |
| Progressive Corporation (PGR) [ST] | not_reported | 296.4879030422658385203043681 | 67969.85 |
| Parker-Hannifin Corporation Common Stock (PH) [ST] | not_reported | 117.3091047314792238269722425 | 106097.87 |
| Prologis, Inc. Common Stock (PLD) [ST] | not_reported | 262.4654022663303997921599049 | 33152.00 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 38.32942078282949264600201217 | 8656.32 |
| RPM International Inc. Common Stock (RPM) [ST] | not_reported | 706.5537601531952288011770920 | 69199.88 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) [ST] | not_reported | 81.79633984255188631019323178 | 10522.28 |
| AT&T Inc. (T) [ST] | not_reported | 4022.055051031705352012721029 | 83859.85 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Timken Company (TKR) [ST] | not_reported | 95.09687388565315583026268870 | 10507.25 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 221.1429523492169276907697435 | 90823.41 |
| Visa Inc. (V) [ST] | not_reported | 406.6164430013193420453375705 | 164338.10 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
333 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| RPM — RPM International Inc. Common Stock (RPM) [ST] | Not reported | Purchase | Nov 11, 2025 | Sep 11, 2026 |
| PGR — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| IBP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| AEP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| GOOGL — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| GOOGL — Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Nov 3, 2025 | Sep 11, 2026 |
| AEP — American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Nov 3, 2025 | Sep 11, 2026 |
| IBP — Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Nov 3, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Nov 3, 2025 | Sep 11, 2026 |
| T — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 30, 2025 | Sep 14, 2026 |
| AAPL — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 30, 2025 | Sep 14, 2026 |
| T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 30, 2025 | Sep 14, 2026 |
| AAPL — Dave's IRA @ Schwab (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 30, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Oct 30, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Oct 30, 2025 | Sep 11, 2026 |
| PG — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| KR — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| LRCX — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| AEP — American Electric Power Company, Inc. (AEP) [ST] | Not reported | Purchase | Sep 22, 2025 | Sep 11, 2026 |
| KR — Kroger Company (KR) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 16, 2025 | Sep 14, 2026 |
| AMGN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| AEP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| ETN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| AVGO — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| VRTX — Dave's IRA @ Schwab (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| AMGN — Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| AVGO — Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| GOOGL — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 3, 2025 | Sep 14, 2026 |
| CRM — Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 3, 2025 | Sep 14, 2026 |
| GOOGL — Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 3, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Sep 3, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | Purchase | Sep 3, 2025 | Sep 11, 2026 |
| LLY — David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 14, 2025 | Sep 14, 2026 |
| LLY — Dave's IRA @ Schwab (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 14, 2025 | Sep 14, 2026 |
| MPC — Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 14, 2025 | Sep 14, 2026 |
| PLD — Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 14, 2025 | Sep 14, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Aug 14, 2025 | Sep 11, 2026 |
| MPC — Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | Purchase | Aug 14, 2025 | Sep 11, 2026 |
| PLD — Prologis, Inc. Common Stock (PLD) [ST] | Not reported | Purchase | Aug 14, 2025 | Sep 11, 2026 |
37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.