David J. Taylor
U.S. Representative, Ohio district 2 (OH02)
Latest disclosure October 1, 2026: Periodic transaction report, filing 20035549.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075596.
As of May 15, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| SWTSX | Dave's IRA @ Schwab (Abundance) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) MF | Member | $100,001 - $250,000 | p. 2 |
| APDGX | Dave's IRA @ Schwab (Abundance) ⇒ Artisan Global Value Fund Advisor Shares (APDGX) MF | Member | $50,001 - $100,000 | p. 1 |
| FNPFX | Dave's IRA @ Schwab (Abundance) ⇒ New Perspective Fund - Class F-3 (FNPFX) MF | Member | $50,001 - $100,000 | p. 2 |
| VXUS | Dave's IRA @ Schwab (Abundance) ⇒ Vanguard Total International Stock ETF (VXUS) EF | Member | $50,001 - $100,000 | p. 2 |
| GOOGL | Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | $50,001 - $100,000 | p. 2 |
| APPL | Dave's IRA @ Schwab (Home Grown) ⇒ Appell Pete Corp (APPL) ST | Member | $50,001 - $100,000 | p. 2 |
| HD | Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) ST | Member | $50,001 - $100,000 | p. 3 |
| JPM | Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $50,001 - $100,000 | p. 3 |
| PH | Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) ST | Member | $50,001 - $100,000 | p. 3 |
| PG | Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) ST | Member | $50,001 - $100,000 | p. 3 |
| V | Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. (V) ST | Member | $50,001 - $100,000 | p. 4 |
| MSFT | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $50,001 - $100,000 | p. 8 |
| ARSIX | Dave's IRA @ Schwab (Abundance) ⇒ AMG River Road Small Cap Value Fund - Class I (ARSIX) MF | Member | $15,001 - $50,000 | p. 1 |
| BEXIX | Dave's IRA @ Schwab (Abundance) ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) MF | Member | $15,001 - $50,000 | p. 1 |
| CIBRX | Dave's IRA @ Schwab (Abundance) ⇒ Columbia Total Return Bond Fund Class R (CIBRX) MF | Member | $15,001 - $50,000 | p. 1 |
| GSIMX | Dave's IRA @ Schwab (Abundance) ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) MF | Member | $15,001 - $50,000 | p. 1 |
| GPRIX | Dave's IRA @ Schwab (Abundance) ⇒ Grandeur Peak Global Reach Fund, Institutional Class (GPRIX) MF | Member | $15,001 - $50,000 | p. 1 |
| RSPF | Dave's IRA @ Schwab (Abundance) ⇒ Invesco S&P 500 Equal Weight Financial ETF (RSPF) EF | Member | $15,001 - $50,000 | p. 1 |
| PHSZX | Dave's IRA @ Schwab (Abundance) ⇒ PGIM Jennison Health Sciences Fund Class Z (PHSZX) MF | Member | $15,001 - $50,000 | p. 2 |
| MOAT | Dave's IRA @ Schwab (Abundance) ⇒ VanEck Morningstar Wide Moat ETF (MOAT) EF | Member | $15,001 - $50,000 | p. 2 |
| DEW | Dave's IRA @ Schwab (Abundance) ⇒ WisdomTree Global High Dividend Fund (DEW) EF | Member | $15,001 - $50,000 | p. 2 |
| AEP | Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) ST | Member | $15,001 - $50,000 | p. 2 |
| AMGN | Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) ST | Member | $15,001 - $50,000 | p. 2 |
| T | Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) ST | Member | $15,001 - $50,000 | p. 2 |
| AVGO | Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $15,001 - $50,000 | p. 2 |
| CVX | Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) ST | Member | $15,001 - $50,000 | p. 2 |
| ETN | Dave's IRA @ Schwab (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | $15,001 - $50,000 | p. 2 |
| LLY | Dave's IRA @ Schwab (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) ST | Member | $15,001 - $50,000 | p. 2 |
| FITB | Dave's IRA @ Schwab (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) ST | Member | $15,001 - $50,000 | p. 3 |
| IBP | Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) ST | Member | $15,001 - $50,000 | p. 3 |
| PJP | Dave's IRA @ Schwab (Home Grown) ⇒ Invesco Pharmaceuticals ETF (PJP) EF | Member | $15,001 - $50,000 | p. 3 |
| RSPD | Dave's IRA @ Schwab (Home Grown) ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) EF | Member | $15,001 - $50,000 | p. 3 |
| IHF | Dave's IRA @ Schwab (Home Grown) ⇒ iShares U.S. Health Care Providers ETF (IHF) EF | Member | $15,001 - $50,000 | p. 3 |
| KR | Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) ST | Member | $15,001 - $50,000 | p. 3 |
| LRCX | Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Member | $15,001 - $50,000 | p. 3 |
| MPC | Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) ST | Member | $15,001 - $50,000 | p. 3 |
| MSFT | Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $15,001 - $50,000 | p. 3 |
| PGR | Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) ST | Member | $15,001 - $50,000 | p. 3 |
| PLD | Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) ST | Member | $15,001 - $50,000 | p. 4 |
| RPM | Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) ST | Member | $15,001 - $50,000 | p. 4 |
| CRM | Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) ST | Member | $15,001 - $50,000 | p. 4 |
| UNH | Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $15,001 - $50,000 | p. 4 |
| GOOGL | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | $15,001 - $50,000 | p. 4 |
| AAPL | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $15,001 - $50,000 | p. 5 |
| T | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) ST | Member | $15,001 - $50,000 | p. 5 |
| ETN | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | $15,001 - $50,000 | p. 5 |
| HD | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Home Depot, Inc. (HD) ST | Member | $15,001 - $50,000 | p. 5 |
| JPM | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $15,001 - $50,000 | p. 6 |
| LRCX | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Member | $15,001 - $50,000 | p. 6 |
| MSFT | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $15,001 - $50,000 | p. 6 |
| PH | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) ST | Member | $15,001 - $50,000 | p. 6 |
| PG | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) ST | Member | $15,001 - $50,000 | p. 6 |
| CRM | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) ST | Member | $15,001 - $50,000 | p. 6 |
| V | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Visa Inc. (V) ST | Member | $15,001 - $50,000 | p. 7 |
| NOC | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Northrop Grumman Corporation Common Stock (NOC) ST | Member | $15,001 - $50,000 | p. 8 |
| XLE | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ State Street Energy Select Sector SPDR ETF (XLE) EF | Member | $15,001 - $50,000 | p. 8 |
| UNH | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $15,001 - $50,000 | p. 8 |
| AEP | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) ST | Member | $1,001 - $15,000 | p. 4 |
| AMGN | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) ST | Member | $1,001 - $15,000 | p. 4 |
| AVGO | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $1,001 - $15,000 | p. 5 |
| CVX | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) ST | Member | $1,001 - $15,000 | p. 5 |
| LLY | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) ST | Member | $1,001 - $15,000 | p. 5 |
| FITB | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) ST | Member | $1,001 - $15,000 | p. 5 |
| IBP | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) ST | Member | $1,001 - $15,000 | p. 5 |
| PJP | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Invesco Pharmaceuticals ETF (PJP) EF | Member | $1,001 - $15,000 | p. 5 |
| RSPD | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) EF | Member | $1,001 - $15,000 | p. 5 |
| IHF | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ iShares U.S. Health Care Providers ETF (IHF) EF | Member | $1,001 - $15,000 | p. 5 |
| KR | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Kroger Company (KR) ST | Member | $1,001 - $15,000 | p. 6 |
| MPC | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) ST | Member | $1,001 - $15,000 | p. 6 |
| PGR | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Progressive Corporation (PGR) ST | Member | $1,001 - $15,000 | p. 6 |
| PLD | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) ST | Member | $1,001 - $15,000 | p. 6 |
| RPM | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) ST | Member | $1,001 - $15,000 | p. 6 |
| SJM | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) ST | Member | $1,001 - $15,000 | p. 7 |
| UNH | David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 7 |
| AGCO | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ AGCO Corporation Common Stock (AGCO) ST | Member | $1,001 - $15,000 | p. 7 |
| AFG | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ American Financial Group, Inc. Common Stock (AFG) ST | Member | $1,001 - $15,000 | p. 7 |
| CVX | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Chevron Corporation Common Stock (CVX) ST | Member | $1,001 - $15,000 | p. 7 |
| DTE | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ DTE Energy Company Common Stock (DTE) ST | Member | $1,001 - $15,000 | p. 7 |
| ETN | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | $1,001 - $15,000 | p. 7 |
| GL | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Globe Life Inc. Common Stock (GL) ST | Member | $1,001 - $15,000 | p. 7 |
| HD | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 7 |
| MPC | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Marathon Petroleum Corporation Common Stock (MPC) ST | Member | $1,001 - $15,000 | p. 7 |
| NI | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ NiSource Inc Common Stock (NI) ST | Member | $1,001 - $15,000 | p. 8 |
| PNC | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PNC Financial Services Group, Inc. (PNC) ST | Member | $1,001 - $15,000 | p. 8 |
| PPG | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PPG Industries, Inc. Common Stock (PPG) ST | Member | $1,001 - $15,000 | p. 8 |
| TKR | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Timken Company (TKR) ST | Member | $1,001 - $15,000 | p. 8 |
5 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S | August 11, 2026 | $15,001 - $50,000 | August 20, 2026 filing 20035289, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | May 15, 2026 | $15,001 - $50,000 | May 28, 2026 filing 20034650, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Member | S | February 26, 2026 | $15,001 - $50,000 | March 6, 2026 filing 20034138, p. 2 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | S | February 26, 2026 | $15,001 - $50,000 | March 6, 2026 filing 20034138, p. 4 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Member | P | January 8, 2026 | $15,001 - $50,000 | January 21, 2026 filing 20033845, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | January 8, 2026 | $15,001 - $50,000 | January 21, 2026 filing 20033845, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | January 8, 2026 | $15,001 - $50,000 | January 21, 2026 filing 20033845, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | P | August 14, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20030782, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S | May 14, 2025 | $15,001 - $50,000 | June 2, 2025 filing 20030402, p. 2 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | P | September 22, 2026 | $1,001 - $15,000 | October 1, 2026 filing 20035549, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | September 22, 2026 | $1,001 - $15,000 | October 1, 2026 filing 20035549, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | September 22, 2026 | $1,001 - $15,000 | October 1, 2026 filing 20035549, p. 1 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | September 22, 2026 | $1,001 - $15,000 | October 1, 2026 filing 20035549, p. 1 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | September 22, 2026 | $1,001 - $15,000 | October 1, 2026 filing 20035549, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | September 8, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035471, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | September 8, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035471, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | S | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | S | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 1 |
| FITB | Fifth Third Bancorp - Common Stock (FITB) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 2 |
| VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Member | S | August 26, 2026 | $1,001 - $15,000 | September 5, 2026 filing 20035392, p. 2 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | August 14, 2026 | $1,001 - $15,000 | August 20, 2026 filing 20035289, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | P | August 11, 2026 | $1,001 - $15,000 | August 20, 2026 filing 20035289, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | P | August 11, 2026 | $1,001 - $15,000 | August 20, 2026 filing 20035289, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | August 11, 2026 | $1,001 - $15,000 | August 20, 2026 filing 20035289, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 1 |
| FITB | Fifth Third Bancorp - Common Stock (FITB) ST | Member | S | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 1 |
| FITB | Fifth Third Bancorp - Common Stock (FITB) ST | Member | S | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 1 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 2 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | July 24, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 2 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | P | July 17, 2026 | $1,001 - $15,000 | August 6, 2026 filing 20035146, p. 1 |
| CVX | Chevron Corporation Common Stock (CVX) ST | Member | P | June 15, 2026 | $1,001 - $15,000 | July 1, 2026 filing 20034897, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | June 15, 2026 | $1,001 - $15,000 | July 1, 2026 filing 20034897, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | P | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | S | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | P | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | P | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | June 5, 2026 | $1,001 - $15,000 | June 12, 2026 filing 20034780, p. 2 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 2 |
| HD | Home Depot, Inc. (HD) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 2 |
| MEDP | Medpace Holdings, Inc. - Common Stock (MEDP) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 2 |
| MEDP | Medpace Holdings, Inc. - Common Stock (MEDP) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 2 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 2 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | P | May 15, 2026 | $1,001 - $15,000 | May 28, 2026 filing 20034650, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | S | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | S | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | S | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 2 |
| PG | Procter & Gamble Company (PG) ST | Member | P | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Member | P | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 2 |
| V | Visa Inc. (V) ST | Member | P | April 27, 2026 | $1,001 - $15,000 | May 7, 2026 filing 20034489, p. 2 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | March 24, 2026 | $1,001 - $15,000 | April 2, 2026 filing 20034280, p. 1 |
| KR | Kroger Company (KR) ST | Member | S | March 24, 2026 | $1,001 - $15,000 | April 2, 2026 filing 20034280, p. 1 |
| CVX | Chevron Corporation Common Stock (CVX) ST | Member | S | March 12, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | March 12, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | March 12, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | P | March 12, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 1 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | P | March 12, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 2 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | P | March 12, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 2 |
| CVX | Chevron Corporation Common Stock (CVX) ST | Member | S | March 11, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 1 |
| FITB | Fifth Third Bancorp - Common Stock (FITB) ST | Member | P | March 11, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 1 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | March 11, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 2 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | March 11, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 2 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | P | March 11, 2026 | $1,001 - $15,000 | March 20, 2026 filing 20034207, p. 2 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 1 |
| T | AT&T Inc. (T) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| CVX | Chevron Corporation Common Stock (CVX) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| FITB | Fifth Third Bancorp - Common Stock (FITB) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| KR | Kroger Company (KR) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 2 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| MEDP | Medpace Holdings, Inc. - Common Stock (MEDP) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| PG | Procter & Gamble Company (PG) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| PLD | Prologis, Inc. Common Stock (PLD) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 3 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 4 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | S | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 4 |
| V | Visa Inc. (V) ST | Member | P | February 26, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034138, p. 4 |
| PGR | Progressive Corporation (PGR) ST | Member | P | February 10, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | S | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 1 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | S | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 1 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | P | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 2 |
| V | Visa Inc. (V) ST | Member | P | February 9, 2026 | $1,001 - $15,000 | February 20, 2026 filing 20034036, p. 2 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | S | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| MEDP | Medpace Holdings, Inc. - Common Stock (MEDP) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| PG | Procter & Gamble Company (PG) ST | Member | S | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| PLD | Prologis, Inc. Common Stock (PLD) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Member | S | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | P | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033918, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| HD | Home Depot, Inc. (HD) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 2 |
| KR | Kroger Company (KR) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| MEDP | Medpace Holdings, Inc. - Common Stock (MEDP) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| PGR | Progressive Corporation (PGR) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 3 |
| PLD | Prologis, Inc. Common Stock (PLD) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| V | Visa Inc. (V) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033916, p. 4 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033918, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | S | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033918, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | January 16, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033918, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | January 9, 2026 | $1,001 - $15,000 | January 21, 2026 filing 20033845, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | S | January 8, 2026 | $1,001 - $15,000 | January 21, 2026 filing 20033845, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | S | January 8, 2026 | $1,001 - $15,000 | January 21, 2026 filing 20033845, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Member | P | January 8, 2026 | $1,001 - $15,000 | January 21, 2026 filing 20033845, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | January 8, 2026 | $1,001 - $15,000 | January 21, 2026 filing 20033845, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | January 8, 2026 | $1,001 - $15,000 | January 21, 2026 filing 20033845, p. 2 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | P | December 10, 2025 | $1,001 - $15,000 | December 19, 2025 filing 20033666, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | S | December 10, 2025 | $1,001 - $15,000 | December 19, 2025 filing 20033666, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | December 10, 2025 | $1,001 - $15,000 | December 19, 2025 filing 20033666, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | S | December 3, 2025 | $1,001 - $15,000 | December 5, 2025 filing 20033590, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | S | December 3, 2025 | $1,001 - $15,000 | December 5, 2025 filing 20033590, p. 1 |
| V | Visa Inc. (V) ST | Member | P | December 3, 2025 | $1,001 - $15,000 | December 5, 2025 filing 20033590, p. 1 |
| V | Visa Inc. (V) ST | Member | P | November 12, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 2 |
| HD | Home Depot, Inc. (HD) ST | Member | P | November 11, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 1 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | P | November 11, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 2 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | S | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | S | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Member | P | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Member | P | November 3, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033495, p. 2 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S | October 30, 2025 | $1,001 - $15,000 | November 3, 2025 filing 20033395, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S | October 30, 2025 | $1,001 - $15,000 | November 3, 2025 filing 20033395, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | October 30, 2025 | $1,001 - $15,000 | November 3, 2025 filing 20033395, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | October 30, 2025 | $1,001 - $15,000 | November 3, 2025 filing 20033395, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | P | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | September 22, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032236, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | September 3, 2025 | $1,001 - $15,000 | September 16, 2025 filing 20032094, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S | September 3, 2025 | $1,001 - $15,000 | September 16, 2025 filing 20032094, p. 1 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | P | September 3, 2025 | $1,001 - $15,000 | September 16, 2025 filing 20032094, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | P | August 14, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 1 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | P | August 14, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| PLD | Prologis, Inc. Common Stock (PLD) ST | Member | P | August 14, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | S | August 13, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | August 13, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| V | Visa Inc. (V) ST | Member | P | August 13, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 3 |
| V | Visa Inc. (V) ST | Member | P | August 13, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 3 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | S | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| PLD | Prologis, Inc. Common Stock (PLD) ST | Member | P | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 3 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | P | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 3 |
| VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Member | P | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 3 |
| MEDP | Medpace Holdings, Inc. - Common Stock (MEDP) ST | Member | S | July 23, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| T | AT&T Inc. (T) ST | Member | P | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 1 |
| T | AT&T Inc. (T) ST | Member | P | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Member | S | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Member | P | July 18, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20030782, p. 2 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | S | June 11, 2025 | $1,001 - $15,000 | June 26, 2025 filing 20030567, p. 1 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | P | June 11, 2025 | $1,001 - $15,000 | June 26, 2025 filing 20030567, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | May 15, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | May 14, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 1 |
| FITB | Fifth Third Bancorp - Common Stock (FITB) ST | Member | P | May 14, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S | May 14, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S | May 13, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S | May 12, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 1 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Member | P | May 12, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030402, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | March 27, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029060, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | S | March 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029060, p. 1 |
| T | AT&T Inc. (T) ST | Member | S | March 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029060, p. 1 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | P | March 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029060, p. 1 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | P | March 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029060, p. 1 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | P | March 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029060, p. 1 |
| KR | Kroger Company (KR) ST | Member | P | February 20, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 1 |
| SJM | The J.M. Smucker Company Common Stock (SJM) ST | Member | S | February 20, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | P | February 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 1 |
| SJM | The J.M. Smucker Company Common Stock (SJM) ST | Member | P | February 10, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 1 |
| IBP | Installed Building Products, Inc. Common Stock (IBP) ST | Member | P | February 5, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 1 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | S | January 30, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 1 |
| V | Visa Inc. (V) ST | Member | S | January 30, 2025 | $1,001 - $15,000 | April 3, 2025 filing 20029069, p. 2 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- October 1, 2026 Periodic transaction report (2026), filing 20035549 itemised above
- September 17, 2026 Periodic transaction report (2026), filing 20035471 itemised above
- September 5, 2026 Periodic transaction report (2026), filing 20035392 itemised above
- August 20, 2026 Periodic transaction report (2026), filing 20035289 itemised above
- August 6, 2026 Periodic transaction report (2026), filing 20035146 itemised above
- July 1, 2026 Periodic transaction report (2026), filing 20034897 itemised above
- June 12, 2026 Periodic transaction report (2026), filing 20034780 itemised above
- May 28, 2026 Periodic transaction report (2026), filing 20034650 itemised above
- May 15, 2026 Annual report (FD Original) (2025), filing 10075596 itemised above
- May 7, 2026 Periodic transaction report (2026), filing 20034489 itemised above
- April 2, 2026 Periodic transaction report (2026), filing 20034280 itemised above
- March 20, 2026 Periodic transaction report (2026), filing 20034207 itemised above
- March 6, 2026 Periodic transaction report (2026), filing 20034138 itemised above
- February 20, 2026 Periodic transaction report (2026), filing 20034036 itemised above
- February 2, 2026 Periodic transaction report (2026), filing 20033918 itemised above
- February 2, 2026 Periodic transaction report (2026), filing 20033916 itemised above
- January 21, 2026 Periodic transaction report (2026), filing 20033845 itemised above
- December 19, 2025 Periodic transaction report (2025), filing 20033666 itemised above
- December 5, 2025 Periodic transaction report (2025), filing 20033590 itemised above
- November 18, 2025 Periodic transaction report (2025), filing 20033495 itemised above
- November 3, 2025 Periodic transaction report (2025), filing 20033395 itemised above
- October 7, 2025 Periodic transaction report (2025), filing 20032236 itemised above
- September 16, 2025 Periodic transaction report (2025), filing 20032094 itemised above
- September 2, 2025 Periodic transaction report (2025), filing 20030782 itemised above
- June 26, 2025 Periodic transaction report (2025), filing 20030567 itemised above
- June 2, 2025 Periodic transaction report (2025), filing 20030402 itemised above
- May 15, 2025 New filer report (2024), filing 10068099
- April 3, 2025 Periodic transaction report (2025), filing 20029069 itemised above
- April 3, 2025 Periodic transaction report (2025), filing 20029060 itemised above
- August 13, 2024 Candidate report (2024), filing 10058789
- April 23, 2024 Extension request (2024), filing 30020843
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