Elected Trades

All politicians

David J. Taylor

Estimate as of Oct 26, 2026

Republican · House OH02

Wikipedia biography ↗Years Elected: About 1.8Rank: #55

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

17.57%

Cumulative estimated return

SPY: 13.01%
Outperformance: 4.56 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 33 rows without a saved price.
  • 30 sales exceeding observed holdings (unmatched amount omitted).
  • 178 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

56.83%

Cumulative estimated return

SPY: 60.63%
Outperformance: -3.80 percentage points

2024-01-18 – 2026-10-26

Missing information
  • 33 rows without a saved price.
  • 30 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-01-18.
  • 178 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

56.83%

Cumulative estimated return

SPY: 60.63%
Outperformance: -3.80 percentage points

2024-01-18 – 2026-10-26

Missing information
  • 33 rows without a saved price.
  • 30 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-01-18.
  • 178 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 186 parsed trades. Ranks use three-year return.

How estimates are calculated

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.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
VNot reported$15,001 - $50,000UnavailableUnavailable$425.51Nov 2, 2026Unavailable
AGCONot reported$1,001 - $15,000UnavailableUnavailable$113.42Nov 2, 2026Unavailable
AFGNot reported$1,001 - $15,000UnavailableUnavailable$155.17Nov 2, 2026Unavailable
CVXNot reported$1,001 - $15,000UnavailableUnavailable$227.77Nov 2, 2026Unavailable
DTENot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ETNNot reported$1,001 - $15,000UnavailableUnavailable$366.07Nov 2, 2026Unavailable
GLNot reported$1,001 - $15,000UnavailableUnavailable$159.79Nov 2, 2026Unavailable
HDNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MPCNot reported$1,001 - $15,000UnavailableUnavailable$430.39Nov 2, 2026Unavailable
MSFTNot reported$50,001 - $100,000UnavailableUnavailable$507.12Nov 2, 2026Unavailable
NINot reported$1,001 - $15,000UnavailableUnavailable$44.86Nov 2, 2026Unavailable
NOCNot reported$15,001 - $50,000UnavailableUnavailable$555.32Nov 2, 2026Unavailable
PNCNot reported$1,001 - $15,000UnavailableUnavailable$231.66Nov 2, 2026Unavailable
PPGNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TKRNot reported$1,001 - $15,000UnavailableUnavailable$113.57Nov 2, 2026Unavailable
UNHNot reported$15,001 - $50,000UnavailableUnavailable$400.44Nov 2, 2026Unavailable

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.

Estimated positions as of Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Intel Corporation - Common Stock (INTC) [ST]joint231.965787184691214844882574720985.94
David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST]joint18.0598194130925507900677200912222.34
David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]joint16.369644391701108974096656718471.13
Apple Inc. - Common Stock (AAPL) [ST]not_reported99.5604996254646035185790585434239.85
American Electric Power Company, Inc. (AEP) [ST]not_reported549.026834249263402257208246370945.25
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ American Financial Group, Inc. Common Stock (AFG) [ST]not_reported58.534533216271583260169739548814.72
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ AGCO Corporation Common Stock (AGCO) [ST]not_reported76.691909509202453987730061357992.06
Amgen Inc. - Common Stock (AMGN) [ST]not_reported109.582734060444675186955819648723.77
Amazon.com, Inc. - Common Stock (AMZN) [ST]not_reported117.120770752737698715374734829173.61
Broadcom Inc. - Common Stock (AVGO) [ST]not_reported122.892286210243729540041619840452.45
Salesforce, Inc. Common Stock (CRM) [ST]not_reported120.931919367344173514151962029943.95
Chevron Corporation Common Stock (CVX) [ST]not_reported236.803142043990348499684010854940.70
Eaton Corporation, PLC Ordinary Shares (ETN) [ST]not_reported231.113049216493246025061316685955.57
Fifth Third Bancorp - Common Stock (FITB) [ST]not_reported913.301559943302434805982411348496.31
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Globe Life Inc. Common Stock (GL) [ST]not_reported57.203632203632203632203632208970.67
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]not_reported334.4858862894854344505497404105965.13
Installed Building Products, Inc. Common Stock (IBP) [ST]not_reported272.983046496313338014428516455150.76
JP Morgan Chase & Co. Common Stock (JPM) [ST]not_reported411.4493282566044706780170048137440.53
Kroger Company (KR) [ST]not_reported1078.26420188686099270042852271995.70
Eli Lilly and Company Common Stock (LLY) [ST]not_reported30.1516507987343399986082905438568.18
Medpace Holdings, Inc. - Common Stock (MEDP) [ST]not_reported69.9161410196099038976296325247317.15
Marathon Petroleum Corporation Common Stock (MPC) [ST]not_reported95.0678625949341448882409509544742.74
Microsoft Corporation - Common Stock (MSFT) [ST]not_reported359.3591373167103594226061016191394.68
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ NiSource Inc Common Stock (NI) [ST]not_reported191.58285440613026819923371658322.36
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]not_reported56.9974220024201609933182511732226.91
Progressive Corporation (PGR) [ST]not_reported296.487903042265838520304368167969.85
Parker-Hannifin Corporation Common Stock (PH) [ST]not_reported117.3091047314792238269722425106097.87
Prologis, Inc. Common Stock (PLD) [ST]not_reported262.465402266330399792159904933152.00
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PNC Financial Services Group, Inc. (PNC) [ST]not_reported38.329420782829492646002012178656.32
RPM International Inc. Common Stock (RPM) [ST]not_reported706.553760153195228801177092069199.88
David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) [ST]not_reported81.7963398425518863101932317810522.28
AT&T Inc. (T) [ST]not_reported4022.05505103170535201272102983859.85
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Timken Company (TKR) [ST]not_reported95.0968738856531558302626887010507.25
David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]not_reported221.142952349216927690769743590823.41
Visa Inc. (V) [ST]not_reported406.6164430013193420453375705164338.10

Completed trades

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
V — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Visa Inc. (V) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Annual
not_reported · P · $1,001 - $15,000

Aug 13, 2025Sep 14, 2026
PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (2)

$2,002–$30,000

Original ↗ · Row 97 · Annual
not_reported · P · $1,001 - $15,000

Original ↗ · Row 98 · Annual
not_reported · P · $1,001 - $15,000

Aug 13, 2025Sep 14, 2026
V — Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. (V) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 101 · Annual
not_reported · P · $1,001 - $15,000

Aug 13, 2025Sep 14, 2026
IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 143 · Annual
not_reported · S · $1,001 - $15,000

Aug 13, 2025Sep 14, 2026
IBP — Installed Building Products, Inc. Common Stock (IBP) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
not_reported · S · $1,001 - $15,000

Aug 13, 2025Sep 11, 2026
PG — Procter & Gamble Company (PG) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
not_reported · P · $1,001 - $15,000

Aug 13, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]Not reportedPurchase
Source rows (2)

$2,002–$30,000

Original ↗ · Row 20 · Ptr
not_reported · P · $1,001 - $15,000

Original ↗ · Row 21 · Ptr
not_reported · P · $1,001 - $15,000

Aug 13, 2025Sep 11, 2026
VRTX — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Annual
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 14, 2026
PG — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Annual
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 14, 2026
PLD — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Annual
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 14, 2026
CRM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Annual
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 14, 2026
IBP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 49 · Annual
not_reported · S · $1,001 - $15,000

Aug 7, 2025Sep 14, 2026
IBP — Installed Building Products, Inc. Common Stock (IBP) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · S · $1,001 - $15,000

Aug 7, 2025Sep 11, 2026
PG — Procter & Gamble Company (PG) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Ptr
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 11, 2026
PLD — Prologis, Inc. Common Stock (PLD) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 11, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 11, 2026
VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Ptr
not_reported · P · $1,001 - $15,000

Aug 7, 2025Sep 11, 2026
MEDP — Dave's IRA @ Schwab (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 133 · Annual
not_reported · S · $1,001 - $15,000

Jul 23, 2025Sep 14, 2026
MEDP — Medpace Holdings, Inc. - Common Stock (MEDP) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
not_reported · S · $1,001 - $15,000

Jul 23, 2025Sep 11, 2026
T — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Annual
not_reported · P · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
MPC — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Annual
not_reported · S · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
LRCX — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 47 · Annual
not_reported · S · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Annual
not_reported · P · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Annual
not_reported · P · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
MPC — Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 121 · Annual
not_reported · S · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 123 · Annual
not_reported · S · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
T — AT&T Inc. (T) [ST]Not reportedPurchase
Source rows (2)

$2,002–$30,000

Original ↗ · Row 1 · Ptr
not_reported · P · $1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · P · $1,001 - $15,000

Jul 18, 2025Sep 11, 2026
LRCX — Lam Research Corporation - Common Stock (LRCX) [ST]Not reportedSale
Source rows (2)

$2,002–$30,000

Original ↗ · Row 7 · Ptr
not_reported · S · $1,001 - $15,000

Original ↗ · Row 8 · Ptr
not_reported · S · $1,001 - $15,000

Jul 18, 2025Sep 11, 2026
MPC — Marathon Petroleum Corporation Common Stock (MPC) [ST]Not reportedSale
Source rows (2)

$2,002–$30,000

Original ↗ · Row 9 · Ptr
not_reported · S · $1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · S · $1,001 - $15,000

Jul 18, 2025Sep 11, 2026
PGR — Progressive Corporation (PGR) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
not_reported · P · $1,001 - $15,000

Jul 18, 2025Sep 11, 2026
HD — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Home Depot, Inc. (HD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Annual
not_reported · P · $1,001 - $15,000

Jun 25, 2025Sep 14, 2026
RPM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 29 · Annual
not_reported · P · $1,001 - $15,000

Jun 25, 2025Sep 14, 2026
AAPL — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
ETN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 44 · Annual
not_reported · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
AAPL — Dave's IRA @ Schwab (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 56 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
HD — Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 95 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
AMGN — Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 99 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
PLD — Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 100 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 102 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
RPM — Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 106 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
CVX — Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 110 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
GOOGL — Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 113 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
VRTX — Dave's IRA @ Schwab (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 114 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 116 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 118 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
MEDP — Dave's IRA @ Schwab (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 119 · Annual
not_reported · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
AMZN — Dave's IRA @ Schwab (Home Grown) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 120 · Annual
not_reported · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
MSFT — Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 124 · Annual
not_reported · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
JPM — Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 125 · Annual
not_reported · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 126 · Annual
not_reported · S · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026

All disclosures

37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Oct 29, 2026David J. Taylor — PTR filed 2026-10-29
Ptr
Not establishedParsed
Oct 27, 2026David J. Taylor — Financial disclosure (A) filed 2026-10-27
Financial
Not establishedNeeds review
Oct 15, 2026David J. Taylor — PTR filed 2026-10-15
Ptr
Not establishedParsed
Oct 1, 2026David J. Taylor — PTR filed 2026-10-01
Ptr
Not establishedParsed
Sep 17, 2026David J. Taylor — PTR filed 2026-09-17
Ptr
Not establishedParsed
Sep 5, 2026David J. Taylor — PTR filed 2026-09-05
Ptr
Not establishedParsed
Aug 20, 2026David J. Taylor — PTR filed 2026-08-20
Ptr
Not establishedParsed
Aug 6, 2026David J. Taylor — PTR filed 2026-08-06
Ptr
Not establishedParsed
Jul 1, 2026David J. Taylor — PTR filed 2026-07-01
Ptr
Not establishedParsed
Jun 12, 2026David J. Taylor — PTR filed 2026-06-12
Ptr
Not establishedParsed
May 28, 2026David J. Taylor — PTR filed 2026-05-28
Ptr
Not establishedParsed
May 15, 2026David J. Taylor — Annual report filed 2026-05-15
Annual
Dec 31, 2025Needs review
May 7, 2026David J. Taylor — PTR filed 2026-05-07
Ptr
Not establishedParsed
Apr 2, 2026David J. Taylor — PTR filed 2026-04-02
Ptr
Not establishedParsed
Mar 20, 2026David J. Taylor — PTR filed 2026-03-20
Ptr
Not establishedParsed
Mar 6, 2026David J. Taylor — PTR filed 2026-03-06
Ptr
Not establishedParsed
Feb 20, 2026David J. Taylor — PTR filed 2026-02-20
Ptr
Not establishedParsed
Feb 2, 2026David J. Taylor — PTR filed 2026-02-02
Ptr
Not establishedParsed
Feb 2, 2026David J. Taylor — PTR filed 2026-02-02
Ptr
Not establishedParsed
Jan 21, 2026David J. Taylor — PTR filed 2026-01-21
Ptr
Not establishedParsed
Dec 19, 2025David J. Taylor — PTR filed 2025-12-19
Ptr
Not establishedParsed
Dec 5, 2025David J. Taylor — PTR filed 2025-12-05
Ptr
Not establishedParsed
Nov 18, 2025David J. Taylor — PTR filed 2025-11-18
Ptr
Not establishedParsed
Nov 3, 2025David J. Taylor — PTR filed 2025-11-03
Ptr
Not establishedParsed
Oct 7, 2025David J. Taylor — PTR filed 2025-10-07
Ptr
Not establishedParsed
Sep 16, 2025David J. Taylor — PTR filed 2025-09-16
Ptr
Not establishedParsed
Sep 2, 2025David J. Taylor — PTR filed 2025-09-02
Ptr
Not establishedParsed
Jun 26, 2025David J. Taylor — PTR filed 2025-06-26
Ptr
Not establishedParsed
Jun 2, 2025David J. Taylor — PTR filed 2025-06-02
Ptr
Not establishedParsed
May 15, 2025David J. Taylor — Financial disclosure (H) filed 2025-05-15
Financial
Not establishedNeeds review
Apr 3, 2025David J. Taylor — PTR filed 2025-04-03
Ptr
Not establishedParsed
Apr 3, 2025David J. Taylor — PTR filed 2025-04-03
Ptr
Not establishedParsed
Aug 13, 2024David Taylor — Financial disclosure (C) filed 2024-08-13
Financial
Jul 14, 2024Parsed
Apr 23, 2024David Taylor — Financial disclosure (X) filed 2024-04-23
Financial
Not establishedParsed
Mar 23, 2024David Taylor — Financial disclosure (A) filed 2024-03-23
Financial
Not establishedNeeds review
Mar 21, 2024David Taylor — Financial disclosure (C) filed 2024-03-21
Financial
Jan 18, 2024Parsed
Jan 9, 2024David Taylor — Financial disclosure (X) filed 2024-01-09
Financial
Not establishedParsed