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Financial disclosures · Stock trades

David J. Taylor

Periodic transaction report filed February 20, 2026, OH02. Member page · The Clerk's PDF (document 20034036)

8
Transactions
on 2 pages
6
Purchases
2
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member AMZN Amazon.com, Inc. - Common Stock (AMZN) (Stock) Purchase Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
2 Member LLY Eli Lilly and Company Common Stock (LLY) (Stock) Sale Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
3 Member MSFT Microsoft Corporation - Common Stock (MSFT) (Stock) Purchase Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
4 Member PH Parker-Hannifin Corporation Common Stock (PH) (Stock) Sale Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
5 Member PG Procter & Gamble Company (PG) (Stock) Purchase Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
6 Member PGR Progressive Corporation (PGR) (Stock) Purchase Feb 10, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
7 Member CRM Salesforce, Inc. Common Stock (CRM) (Stock) Purchase Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
8 Member V Visa Inc. (V) (Stock) Purchase Feb 9, 2026 Feb 17, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of David J. Taylor's reported trades Their filings

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