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Financial disclosures · Stock trades

David J. Taylor

Periodic transaction report filed September 5, 2026, OH02. Member page · The Clerk's PDF (document 20035392)

9
Transactions
on 2 pages
5
Purchases
4
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 AEP American Electric Power Company, Inc. (AEP) (Stock) Purchase Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of Dave's IRA @ Schwab (Home Grown).
2 Member AEP American Electric Power Company, Inc. (AEP) (Stock) Purchase Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
3 Member AMGN Amgen Inc. - Common Stock (AMGN) (Stock) Sale Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of Dave's IRA @ Schwab (Home Grown).
4 Member AMGN Amgen Inc. - Common Stock (AMGN) (Stock) Sale Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
5 Member AVGO Broadcom Inc. - Common Stock (AVGO) (Stock) Purchase Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of Dave's IRA @ Schwab (Home Grown).
6 Member AVGO Broadcom Inc. - Common Stock (AVGO) (Stock) Purchase Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
7 Member FITB Fifth Third Bancorp - Common Stock (FITB) (Stock) Purchase Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
8 Member MSFT Microsoft Corporation - Common Stock (MSFT) (Stock) Sale Aug 26, 2026 Sep 3, 2026 $1,001 to $15,000 New. Subholding of David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown).
9 Member VRTX Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) (Stock) Sale Aug 26, 2026 Sep 3, 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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