📈 David J. Taylor

get alerts

David J. Taylor

U.S. House · OH02 · 124 disclosed trades · 0 followers
Follow for email alerts
Median gap between trading and disclosing: 7 days. Every trade below was public knowledge only after that delay, which is why none of it is a signal.

What the 15-day lag looks like — CVX, latest disclosed trade

The blue dot is the day David J. Taylor bought it; the amber dot is the day it hit the public record, 15 days later. CVX moved -8.1% between the trade and its disclosure — a move nobody watching this feed could have caught.

Holdings & net worth 2025 annual report

$2,935,044, somewhere in $1,370,089 to $4,499,999. Members disclose every figure as a bracket, so that range is the real answer and the headline number is just its midpoint. It is not their net worth: a personal residence isn't reportable but the mortgage on it is, so a member with a house and a mortgage books the debt and not the house. Treat it as a floor on what they've disclosed, nothing more.
TickerAssetValue
David Taylor Trust ⇒ Rental Property RP $250k–500k
SWTSX Dave's IRA @ Schwab (Abundance) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit MF $100k–250k
APDGX Dave's IRA @ Schwab (Abundance) ⇒ Artisan Global Value Fund Advisor Shares MF $50k–100k
FNPFX Dave's IRA @ Schwab (Abundance) ⇒ New Perspective Fund - Class F-3 MF $50k–100k
VXUS Dave's IRA @ Schwab (Abundance) ⇒ Vanguard Total International Stock ETF EF $50k–100k
GOOGL Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock ST $50k–100k
APPL Dave's IRA @ Schwab (Home Grown) ⇒ Appell Pete Corp ST $50k–100k
HD Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. ST $50k–100k
JPM Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock ST $50k–100k
PH Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock ST $50k–100k
PG Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company ST $50k–100k
V Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. ST $50k–100k
MSFT David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Microsoft Corporation - Common Stock ST $50k–100k
ARSIX Dave's IRA @ Schwab (Abundance) ⇒ AMG River Road Small Cap Value Fund - Class I MF $15k–50k
BEXIX Dave's IRA @ Schwab (Abundance) ⇒ Baron Emerging Markets Fd Inst Shs MF $15k–50k
CIBRX Dave's IRA @ Schwab (Abundance) ⇒ Columbia Total Return Bond Fund Class R MF $15k–50k
GSIMX Dave's IRA @ Schwab (Abundance) ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares MF $15k–50k
GPRIX Dave's IRA @ Schwab (Abundance) ⇒ Grandeur Peak Global Reach Fund, Institutional Class MF $15k–50k
RSPF Dave's IRA @ Schwab (Abundance) ⇒ Invesco S&P 500 Equal Weight Financial ETF EF $15k–50k
PHSZX Dave's IRA @ Schwab (Abundance) ⇒ PGIM Jennison Health Sciences Fund Class Z MF $15k–50k
MOAT Dave's IRA @ Schwab (Abundance) ⇒ VanEck Morningstar Wide Moat ETF EF $15k–50k
DEW Dave's IRA @ Schwab (Abundance) ⇒ WisdomTree Global High Dividend Fund EF $15k–50k
AEP Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. ST $15k–50k
AMGN Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock ST $15k–50k
T Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. ST $15k–50k

Disclosed trades

TickerAmountTradedDisclosed
bought child CVX $1k–15k 2026-06-15 2026-06-30 filing · analyze
bought IBP $1k–15k 2026-06-15 2026-06-30 filing · analyze
bought child GOOGL $1k–15k 2026-06-05 2026-06-11 filing · analyze
sold AMZN $1k–15k 2026-06-05 2026-06-11 filing · analyze
bought AEP $1k–15k 2026-06-05 2026-06-11 filing · analyze
bought AMGN $1k–15k 2026-06-05 2026-06-11 filing · analyze
bought T $1k–15k 2026-06-05 2026-06-11 filing · analyze
bought KR $1k–15k 2026-06-05 2026-06-11 filing · analyze
sold LRCX $1k–15k 2026-06-05 2026-06-11 filing · analyze
sold child GOOGL $15k–50k 2026-05-15 2026-05-28 filing · analyze
sold GOOGL $1k–15k 2026-05-15 2026-05-28 filing · analyze
sold AAPL $1k–15k 2026-05-15 2026-05-28 filing · analyze
sold AAPL $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought T $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought T $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought HD $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought HD $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought MEDP $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought MEDP $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought PH $1k–15k 2026-05-15 2026-05-28 filing · analyze
bought PH $1k–15k 2026-05-15 2026-05-28 filing · analyze
sold child AVGO $1k–15k 2026-04-27 2026-05-01 filing · analyze
sold AVGO $1k–15k 2026-04-27 2026-05-01 filing · analyze
sold HD $1k–15k 2026-04-27 2026-05-01 filing · analyze
bought HD $1k–15k 2026-04-27 2026-05-01 filing · analyze
sold LRCX $1k–15k 2026-04-27 2026-05-01 filing · analyze
sold LRCX $1k–15k 2026-04-27 2026-05-01 filing · analyze
bought PG $1k–15k 2026-04-27 2026-05-01 filing · analyze
bought PG $1k–15k 2026-04-27 2026-05-01 filing · analyze
bought PGR $1k–15k 2026-04-27 2026-05-01 filing · analyze
bought V $1k–15k 2026-04-27 2026-05-01 filing · analyze
bought child IBP $1k–15k 2026-03-24 2026-03-25 filing · analyze
sold KR $1k–15k 2026-03-24 2026-03-25 filing · analyze
sold child CVX $1k–15k 2026-03-12 2026-03-19 filing · analyze
bought HD $1k–15k 2026-03-12 2026-03-19 filing · analyze
bought IBP $1k–15k 2026-03-12 2026-03-19 filing · analyze
bought LRCX $1k–15k 2026-03-12 2026-03-19 filing · analyze
bought PH $1k–15k 2026-03-12 2026-03-19 filing · analyze
bought RPM $1k–15k 2026-03-12 2026-03-19 filing · analyze
sold CVX $1k–15k 2026-03-11 2026-03-19 filing · analyze
bought FITB $1k–15k 2026-03-11 2026-03-19 filing · analyze
sold MPC $1k–15k 2026-03-11 2026-03-19 filing · analyze
sold MPC $1k–15k 2026-03-11 2026-03-19 filing · analyze
bought RPM $1k–15k 2026-03-11 2026-03-19 filing · analyze
bought child GOOGL $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought AMZN $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold AEP $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold AMGN $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold AAPL $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold T $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought AVGO $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold CVX $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold ETN $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought LLY $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold FITB $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold IBP $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold IBM $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold IBM $15k–50k 2026-02-26 2026-03-05 filing · analyze
sold KR $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold LRCX $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold LRCX $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold MPC $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought MEDP $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought MSFT $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold PH $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold PH $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold PG $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold PLD $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold RPM $1k–15k 2026-02-26 2026-03-05 filing · analyze
sold CRM $15k–50k 2026-02-26 2026-03-05 filing · analyze
sold CRM $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought V $1k–15k 2026-02-26 2026-03-05 filing · analyze
bought PGR $1k–15k 2026-02-10 2026-02-17 filing · analyze
bought child AMZN $1k–15k 2026-02-09 2026-02-17 filing · analyze
sold LLY $1k–15k 2026-02-09 2026-02-17 filing · analyze
bought MSFT $1k–15k 2026-02-09 2026-02-17 filing · analyze
sold PH $1k–15k 2026-02-09 2026-02-17 filing · analyze
bought PG $1k–15k 2026-02-09 2026-02-17 filing · analyze
bought CRM $1k–15k 2026-02-09 2026-02-17 filing · analyze
bought V $1k–15k 2026-02-09 2026-02-17 filing · analyze
bought AMZN $1k–15k 2026-01-29 2026-01-30 filing · analyze
sold AMGN $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought T $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought AVGO $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought IBP $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought JPM $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought MEDP $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought MSFT $1k–15k 2026-01-29 2026-01-30 filing · analyze
sold PG $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought PLD $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought RPM $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought CRM $1k–15k 2026-01-29 2026-01-30 filing · analyze
sold VRTX $1k–15k 2026-01-29 2026-01-30 filing · analyze
bought JPM $1k–15k 2026-01-29 2026-01-30 filing · analyze
sold child GOOGL $1k–15k 2026-01-16 2026-01-30 filing · analyze
bought AEP $1k–15k 2026-01-16 2026-01-30 filing · analyze
bought AMGN $1k–15k 2026-01-16 2026-01-30 filing · analyze
bought AAPL $1k–15k 2026-01-16 2026-01-30 filing · analyze
sold AVGO $1k–15k 2026-01-16 2026-01-30 filing · analyze
bought ETN $1k–15k 2026-01-16 2026-01-30 filing · analyze