David Taylor (R-OH) is not flooding the zone with press releases. Google News hasn't touched him in the last 24 hours. Social is quiet, save for a handful of Bluesky posts flagging his disclosed trades and a stray motivational quote that probably was not about congressional stock activity. But the filing record for the past 90 days is doing its own talking: 14 disclosed trades, two active filing dates, a portfolio rotation out of big tech and into telecoms, industrials, and consumer staples, and a floor vote record that brushes against insurance and housing markets. Taylor sits on Agriculture and Transportation. The bills on his recent vote sheet are largely outside that lane. That's the thing to hold onto.
The Trade Sheet, Annotated
Taylor's two active trading dates are April 27 and May 15. That's it. Fourteen trades, two days. He's not a daily dabbler. He moves in clusters.
On April 27, he sold Broadcom ($AVGO), Home Depot ($HD), and Lam Research ($LRCX), then turned around and bought Home Depot ($HD), Procter & Gamble ($PG), Progressive ($PGR), and Visa ($V), all in the $1K-$15K range. Yes, he sold Home Depot and bought Home Depot on the same day. The disclosure shows both. Make of that what you make of it.
On May 15, he sold Alphabet ($GOOGL) twice, once in the $15K-$50K range and once in the $1K-$15K range, and also sold Apple ($AAPL). On the buy side that same day: AT&T ($T), Home Depot again ($HD), Medpace Holdings ($MEDP), and Parker Hannifin ($PH), all in the $1K-$15K band.
The direction of travel is legible. Out of mega-cap tech, into old-economy industrials and a telecom. The Alphabet position was his largest disclosed sale in this window. The Apple sale was smaller but consistent with the same directional call. Whether that's a strategic reallocation or a tax-loss situation, the filings don't say. The filings just log the moves.
The full disclosure record on Blind Trust shows 93 scored trades in the broader sample. Fifty landed positive alpha versus the S&P 500 over the 30 days following the trade. Forty-three landed negative. Mean 30-day alpha across all 93: plus 1.3 percent. That's a coin flip with marginally better odds and a lot of variance baked in.
The Alpha Record, Without the Spin
The three best trades in Taylor's scored sample, per the disclosure record, are an LRCX purchase on March 12 that generated 21.2% 30-day alpha, an Amgen ($AMGN) purchase on January 16 at plus 16.5%, and an AT&T ($T) purchase on January 29 at plus 16.4%. None of those carry a committee overlap. Taylor sits on Agriculture and Transportation. None of those tickers live anywhere near his committee jurisdiction. They're just trades that worked.
The worst three are equally instructive. He sold Home Depot on April 27, which posted minus 13.1% alpha over the next 30 days. Meaning the stock went up after he sold. He sold Kroger ($KR) on March 24: minus 13.3% alpha, same story. And a Medpace Holdings sale on January 16 clocked minus 28.5% alpha, the single worst trade in his scored sample. He sold Medpace, then turned around and bought it on May 15. Whether that's a revisited thesis or a lesson learned, the filings are silent on motive.
It's a record. The mean alpha is positive but narrow. The worst trades are genuinely bad. The best trades are genuinely good. What it's not, by any reading of this data, is a pattern of committee-adjacent moves, because the committee-overlap trade count in the scored sample is zero. Every trade flagged here lands entirely outside his Agriculture and Transportation remit.
The Votes, and Where Taylor's Committees Actually Stop
Taylor's recent vote sheet includes a few bills worth naming in the same breath as his portfolio.
On June 29, he voted Yea on the TRIA Program Reauthorization Act of 2026, which extends the federal terrorism risk insurance backstop. Progressive Corporation ($PGR), which Taylor bought on April 27, is a property-casualty insurer. TRIA is directly relevant to the insurance sector's risk calculus. Taylor is not on the Financial Services Committee. He has no formal oversight role over insurance regulation. A floor vote is a floor vote, and all members vote on bills outside their committees. The calendar proximity is the calendar proximity.
He also voted Yea on the 21st Century ROAD to Housing Act on June 23. Home Depot ($HD) is the stock he has traded three times in the 90-day window, including a same-day sell-and-repurchase on April 27. Housing legislation affects home improvement retail. Taylor's Transportation and Infrastructure committee assignment covers highways and water resources, not housing finance or construction markets. The vote is a floor vote, not a committee action. The holding is a holding.
On June 25 he voted Yea on the Financial Exploitation Prevention Act of 2025, which passed. Visa ($V) sits in his May 15 purchase window. Payment networks and financial exploitation legislation inhabit a shared universe. Again, no Financial Services committee seat. Just a vote and a ticker in the same sentence.
None of the flagged vote-trade overlaps in the data crossed the threshold the Blind Trust methodology uses to flag suspicious timing. The vote-trade overlap log for Taylor is empty for this 90-day period. The trades predate most of the votes listed. The timeline runs the wrong direction for a timing story.
What the Portfolio Rotation Actually Looks Like
Strip out the vote angles and what you have is a member who spent two days in late April and mid-May rotating his book. He shed three tech-adjacent names: Alphabet, Apple, Broadcom, Lam Research. He added or held: AT&T, Home Depot, Procter & Gamble, Progressive, Visa, Parker Hannifin, Medpace Holdings.
That's a deliberate pivot from high-multiple, rate-sensitive tech into dividend-payers, consumer staples, and industrials. Procter & Gamble and AT&T are defensive plays. Parker Hannifin is an industrial motion-control company with heavy infrastructure exposure. That last one is interesting given Taylor's Transportation and Infrastructure seat, but Parker Hannifin has no committee-overlap flag in the data, and the stock is not in any bill currently moving through his subcommittees.
The Medpace Holdings purchase on May 15, after the January sale that produced the worst alpha in his sample, is the quirk in the portfolio. He sold MEDP at minus 28.5% alpha in January, waited four months, then bought it back. What changed? The filings don't say. Medpace is a clinical research organization, nowhere near Agriculture or Transportation. It's just a name he apparently decided to revisit.
The Institutional Reminder Nobody Prints
Members are required to disclose trades within 45 days of execution under the STOCK Act. They are not required to divest, recuse, abstain, or explain. The disclosure is the entire accountability mechanism. What you see in the filings is the full picture, because the full picture is what the law produces.
Taylor's 14 trades in 90 days put him in the active range for House members. His alpha record sits at 50-for-93, mean plus 1.3%, with no committee overlaps in the scored sample. The votes on insurance and housing run parallel to his portfolio in a few places. The timeline doesn't support a timing story, and the committee assignments don't support a conflict-of-interest story.
What the record supports is a member who's actively managing a personal portfolio while casting floor votes on bills that touch the same sectors. Whether those two facts belong in the same sentence is a question the disclosure system was designed to make answerable.
The receipts are public. Make of them what you make of them.