David Taylor represents Ohio's 8th congressional district, sits on the Agriculture and Transportation committees, and has filed 14 disclosed stock trades over the last 90 days. Zero Google News stories in the last 24 hours. The Hill is mostly ignoring him right now. His broker, apparently, is not.
The social chatter around the name "David Taylor" this week comes mostly from a UK Labour MP of the same name, caught up in a debate over pro-Israel lobbying influence in British politics. Wrong Taylor, wrong country, wrong story. But the circumstance is a useful reminder: the American version is also navigating a political environment where disclosure filings land in a public database whether or not anyone in the press is watching. Fourteen trades in 90 days is someone paying attention to their portfolio.
The receipts are public. You can pull Taylor's full disclosure record at Blind Trust. The picture they paint is someone who has been actively rotating out of big tech and into more defensive positions, while simultaneously maintaining a habit of buying and selling the same ticker in the same week. Make of that what you make of it.
The May 15 Sweep
Seven trades landed in a single day: May 15, 2026. Taylor sold Alphabet (GOOGL) twice, in two separate tranches (one in the $15K-$50K range, one in the $1K-$15K range), and sold Apple (AAPL) in the $1K-$15K range. He then bought AT&T (T), Home Depot (HD), Medpace Holdings (MEDP), and Parker Hannifin (PH), each in the $1K-$15K range.
That's a single-day exit from two of the largest tech names in the S&P 500 and a pivot toward a telecom, a home-improvement retailer, a contract research organization, and an industrial manufacturer. The interpretation of that rotation is yours. The timing is its own data point.
Five days later, on May 20, Taylor voted Yea on the American Access to Banking Act and the Community Bank Deposit Access Act of 2025, both of which passed the House. Neither bill sits anywhere near his committee assignments in Agriculture and Transportation. These are floor votes, not oversight votes. Financial Services is someone else's committee. Taylor's role here is the same as any other rank-and-file member casting a Yea on banking legislation: he voted on it, full stop.
Home Depot is worth a second. He bought HD on May 15. He also sold HD on April 27. He also bought HD on April 27. One ticker, two sides of the trade, same day in April, then a fresh buy three weeks later. Members are required to disclose. They are not required to explain.
The April 27 Churn
The April 27 cluster is its own story. Taylor sold Broadcom (AVGO), Home Depot (HD), and Lam Research (LRCX), while buying Home Depot (HD), Procter & Gamble (PG), Progressive Corporation (PGR), and Visa (V), all in the $1K-$15K range.
Selling Lam Research and buying Procter & Gamble in the same session is a clean rotation from semiconductor equipment to consumer staples. Selling Broadcom and buying Progressive Insurance is a clean exit from chipmakers into property and casualty insurance. Whether any of this reads as conviction or noise is a question the 30-day alpha numbers can partially answer.
On the LRCX sale specifically: the alpha record flags this as one of his worst outcomes. The Blind Trust scoring data shows that sale generated negative 30-day alpha. His best LRCX trade in the scored sample was a purchase back in March 2026 that returned 21.2% alpha over 30 days. He bought it well. The April sale, by the 30-day measure, was the other side of that coin.
The Alpha Record, Honestly
Across 93 scored trades, Taylor is 50-43. Positive alpha on 50 of them, negative on 43. Mean 30-day excess return of 1.3% versus the S&P 500. That's a coin flip with a slight lean. Present it as any more than that and you're doing him a favor he hasn't earned.
The best trades in the scored sample: that LRCX purchase in March (+21.2%), an Amgen buy in January (+16.5%), and an AT&T purchase in January (+16.4%). None of those carry committee overlap flags. Agriculture and Transportation don't have jurisdiction over biotech contracts, semiconductor capital equipment, or telecom infrastructure in any way that would raise an oversight angle. These are just trades that happened to work out.
The worst trades are equally committee-agnostic and considerably uglier. A Medpace Holdings sale in January clocked -28.5% alpha over 30 days. Kroger in March, -13.3%. The Home Depot sale on April 27, -13.1%. That last one is particularly clean data: he sold HD on April 27, watched it move against him, and bought it back on May 15. The alpha score on the sale reflects a stock that went up after he exited.
Zero committee overlap trades in the scored sample. Taylor's committees cover commodity markets, rural development, farm credit, highways, rail, pipelines, and waterways. None of the 14 trades in the last 90 days touch those jurisdictions in any meaningful way. Parker Hannifin makes industrial motion and control technology, which could be stretched into a Transportation Infrastructure adjacency by someone motivated to stretch it. The data doesn't flag it. We won't either.
What He Voted On
The May 20 floor session produced four votes of note beyond the banking bills. Taylor voted Yea on the Keeping Deposits Local Act and Lulu's Law, both passed. On May 21 he voted Yea on the Veterans 2nd Amendment Protection Act and the Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act of 2026, both passed. On June 11, he voted Yea on an extension of FISA Section 702 surveillance authorities, which failed.
None of these overlap with a trade in a way that the data flags as suspicious timing. The vote-trade overlap table is empty. There's no smoking calendar here. What exists is a member who has been actively managing a portfolio across a period that also included several significant floor votes, and whose trade activity has no discernible committee-jurisdiction footprint in either direction.
The Portfolio as Character Study
The May 15 rotation is the most legible move in the 90-day window. Out of Alphabet and Apple. Into AT&T, Home Depot, Medpace, and Parker Hannifin. That's a trade away from the two most market-cap-dominant names in tech and toward a mid-tier telecom, a retailer sensitive to housing starts, a clinical research organization, and an industrial conglomerate. Someone looked at what they were holding and decided the tech concentration needed trimming.
Whether that reads as defensive repositioning, tax-loss harvesting, rebalancing, or something else is genuinely unanswerable from the public filings. The STOCK Act requires disclosure. It does not require explanation, rationale, or a note to the public about what the member understood or believed at the time of the trade.
The Medpace repurchase on May 15 is worth flagging on its own merits. Taylor sold MEDP in January 2026. That sale went -28.5% in the 30-day window, meaning the stock rose significantly after he exited. He bought it back four months later. The public record shows the exit, the miss, and the re-entry. What it doesn't show is anything about his committee work that would make Medpace a policy play. It sits outside Agriculture and Transportation. It's a trade.
Fifty wins, forty-three losses, 1.3% mean alpha. The full record on 93 scored trades is available at Blind Trust. It's the kind of record that would embarrass a hedge fund and look fine on a personal brokerage statement. The context in which David Taylor manages money is one where he also votes on legislation. The public gets to factor that in however they choose.
The receipts are public. Make of them what you make of them.