Transactions
225
Total transactions associated with this filer
Disclosed purchases
131
$16.0K – $240.0K
Average modeled return
+9.7%
129 modeled purchases
Average vs. S&P 500
-2.9%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MPC | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Marathon Petroleum Corporation Common Stock (MPC) | Aug 14, 2025 | Sep 21, 2026 | +160.8% | +21.5% | +139.4% |
| LLY | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Eli Lilly and Company Common Stock (LLY) | Aug 14, 2025 | Sep 18, 2026 | +69.9% | +19.7% | +50.2% |
| LLY | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Eli Lilly and Company Common Stock (LLY) | Aug 14, 2025 | Sep 18, 2026 | +69.9% | +19.7% | +50.2% |
| MEDP | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Medpace Holdings, Inc. - Common Stock (MEDP) | May 15, 2026 | Sep 18, 2026 | +47.5% | +3.6% | +43.9% |
| MEDP | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Medpace Holdings, Inc. - Common Stock (MEDP) | May 15, 2026 | Sep 18, 2026 | +47.5% | +3.6% | +43.9% |
| MSFT | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Microsoft Corporation - Common Stock (MSFT) | Jul 24, 2026 | Sep 18, 2026 | +29.6% | +3.3% | +26.3% |
| MSFT | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Microsoft Corporation - Common Stock (MSFT) | Jul 24, 2026 | Sep 18, 2026 | +29.6% | +3.3% | +26.3% |
| MEDP | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Medpace Holdings, Inc. - Common Stock (MEDP) | Feb 26, 2026 | Sep 18, 2026 | +37.0% | +11.4% | +25.6% |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | May 14, 2025 | Sep 18, 2026 | +55.6% | +31.8% | +23.8% |
| LRCX | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Lam Research Corporation - Common Stock (LRCX) | Mar 12, 2026 | Sep 18, 2026 | +37.6% | +15.3% | +22.4% |
| AAPL | Apple Inc. - Common Stock (AAPL) | Jan 16, 2026 | Sep 18, 2026 | +31.9% | +11.0% | +20.9% |
| AAPL | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Apple Inc. - Common Stock (AAPL) | Jan 16, 2026 | Sep 18, 2026 | +31.9% | +11.0% | +20.9% |
| PH | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Parker-Hannifin Corporation Common Stock (PH) | Mar 10, 2025 | Sep 18, 2026 | +57.7% | +38.5% | +19.1% |
| ETN | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Eaton Corporation, PLC Ordinary Shares (ETN) | Mar 10, 2025 | Sep 18, 2026 | +55.7% | +38.5% | +17.2% |
| JPM | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) JP Morgan Chase & Co. Common Stock (JPM) | Mar 10, 2025 | Sep 18, 2026 | +55.1% | +38.5% | +16.6% |
| CVX | Chevron Corporation Common Stock (CVX) | Jun 15, 2026 | Sep 18, 2026 | +17.1% | +1.4% | +15.7% |
| ETN | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Eaton Corporation, PLC Ordinary Shares (ETN) | Jan 16, 2026 | Sep 18, 2026 | +24.6% | +11.0% | +13.6% |
| VRTX | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | Aug 7, 2025 | Sep 18, 2026 | +35.3% | +22.1% | +13.2% |
| CRM | Salesforce, Inc. Common Stock (CRM) | Feb 9, 2026 | Sep 18, 2026 | +23.5% | +10.6% | +12.8% |
| V | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Visa Inc. (V) | Apr 27, 2026 | Sep 18, 2026 | +19.4% | +7.0% | +12.4% |
| MSFT | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Microsoft Corporation - Common Stock (MSFT) | Feb 26, 2026 | Sep 18, 2026 | +23.4% | +11.4% | +12.0% |
| PLD | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Prologis, Inc. Common Stock (PLD) | Aug 14, 2025 | Sep 21, 2026 | +33.1% | +21.5% | +11.7% |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Feb 9, 2026 | Sep 18, 2026 | +21.6% | +10.6% | +10.9% |
| AMZN | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Amazon.com, Inc. - Common Stock (AMZN) | Feb 26, 2026 | Sep 18, 2026 | +22.0% | +11.4% | +10.7% |
| MSFT | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Microsoft Corporation - Common Stock (MSFT) | Feb 9, 2026 | Sep 18, 2026 | +20.1% | +10.6% | +9.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 225 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IBP | Installed Building Products, Inc. Common Stock (IBP) | Sep 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Procter & Gamble Company (PG) | Sep 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FITB | Fifth Third Bancorp - Common Stock (FITB) | Aug 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Broadcom Inc. - Common Stock (AVGO) | Aug 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : Dave's IRA @ Schwab (Home Grown) Broadcom Inc. - Common Stock (AVGO) | Aug 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AEP | American Electric Power Company, Inc. (AEP) | Aug 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMGN | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Amgen Inc. - Common Stock (AMGN) | Aug 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Microsoft Corporation - Common Stock (MSFT) | Aug 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VRTX | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | Aug 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | F S : New S O : Dave's IRA @ Schwab (Home Grown) Amgen Inc. - Common Stock (AMGN) | Aug 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AEP | F S : New S O : Dave's IRA @ Schwab (Home Grown) American Electric Power Company, Inc. (AEP) | Aug 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBP | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Installed Building Products, Inc. Common Stock (IBP) | Aug 14, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Alphabet Inc. - Class A Common Stock (GOOGL) | Aug 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Aug 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Procter & Gamble Company (PG) | Aug 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Microsoft Corporation - Common Stock (MSFT) | Aug 11, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| KR | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Kroger Company (KR) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Microsoft Corporation - Common Stock (MSFT) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KR | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Kroger Company (KR) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FITB | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Fifth Third Bancorp - Common Stock (FITB) | Jul 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) | Jul 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Microsoft Corporation - Common Stock (MSFT) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FITB | F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave Fifth Third Bancorp - Common Stock (FITB) | Jul 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPC | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Marathon Petroleum Corporation Common Stock (MPC) | Jul 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Broadcom Inc. - Common Stock (AVGO) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075596 | 83 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.