Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
David J. Taylor
Following their disclosures vs. same money in SPY: +10.2 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY |  AE AEP
|
$1K–$15K | 2026-08-26 | 2026-09-05 | PDF → |
| SELL |  AM AMGN
|
$1K–$15K | 2026-08-26 | 2026-09-05 | PDF → |
| BUY |  AV AVGO
|
$1K–$15K | 2026-08-26 | 2026-09-05 | PDF → |
| BUY |  FI FITB
|
$1K–$15K | 2026-08-26 | 2026-09-05 | PDF → |
| SELL |  MS MSFT
|
$1K–$15K | 2026-08-26 | 2026-09-05 | PDF → |
| SELL |  VR VRTX
|
$1K–$15K | 2026-08-26 | 2026-09-05 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-08-14 | 2026-08-20 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-08-11 | 2026-08-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-08-11 | 2026-08-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-08-11 | 2026-08-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-07-24 | 2026-08-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-07-24 | 2026-08-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-07-24 | 2026-08-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-07-24 | 2026-08-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-07-24 | 2026-08-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-07-17 | 2026-08-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-15 | 2026-07-01 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-15 | 2026-07-01 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-05 | 2026-06-12 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-05-15 | 2026-05-28 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-05-15 | 2026-05-28 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-05-15 | 2026-05-28 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-05-15 | 2026-05-28 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-05-15 | 2026-05-28 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what Taylor still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 LL LLY |
recent | $39K | 13.4% | +46.2% | Sep 2025 | Feb 2026 |
 V V |
recent | $31K | 10.6% | +14.9% | Sep 2025 | Apr 2026 |
 PG PG |
recent | $22K | 7.6% | -2.9% | Apr 2025 | Aug 2026 |
 PG PGR |
recent | $20K | 6.9% | +5.1% | Sep 2025 | Apr 2026 |
 T T |
recent | $17K | 5.6% | +7.4% | Sep 2025 | Jun 2026 |
 AM AMZN |
recent | $15K | 5.2% | +20.7% | Apr 2025 | Jun 2026 |
 KR KR |
recent | $15K | 5.2% | -5.0% | Apr 2025 | Jul 2026 |
| 🔒Register for free to view | recent | $15K | 5.2% | -1.9% | Nov 2025 | Mar 2026 |
| 🔒Register for free to view | recent | $14K | 4.8% | -20.3% | Apr 2025 | Aug 2026 |
| 🔒Register for free to view | recent | $14K | 4.7% | +19.2% | Feb 2026 | May 2026 |
| 🔒Register for free to view | recent | $12K | 4.2% | -2.7% | Jun 2025 | Aug 2026 |
| 🔒Register for free to view | recent | $12K | 4.0% | +32.7% | Apr 2025 | Feb 2026 |
| 🔒Register for free to view | recent | $11K | 3.9% | -3.4% | Nov 2025 | May 2026 |
| 🔒Register for free to view | recent | $11K | 3.8% | -4.8% | Mar 2026 | Aug 2026 |
| 🔒Register for free to view | recent | $11K | 3.6% | +21.2% | Apr 2025 | Jan 2026 |
| 🔒Register for free to view | recent | $8K | 2.9% | +8.8% | Apr 2025 | May 2026 |
| 🔒Register for free to view | recent | $8K | 2.7% | -2.3% | Oct 2025 | Aug 2026 |
| 🔒Register for free to view | recent | $6K | 2.0% | +7.3% | Jun 2025 | Aug 2026 |
| 🔒Register for free to view | recent | $6K | 2.0% | +10.3% | Sep 2025 | Feb 2026 |
| 🔒Register for free to view | recent | $5K | 1.7% | +27.6% | Jul 2026 | Jun 2026 |
Filings 26 on file · every disclosure Taylor has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-09-05 8d ago | 6 | PDF → |
| 2 | PTR | 2026-08-20 24d ago | 4 | PDF → |
| 3 | PTR | 2026-08-06 38d ago | 6 | PDF → |
| 4 | PTR | 2026-07-01 74d ago | 2 | PDF → |
| 5 | PTR | 2026-06-12 93d ago | 7 | PDF → |
| 6 | PTR | 2026-05-28 108d ago | 7 | PDF → |
| 7 | Annual | 2026-05-15 121d ago | — | 🔒Register for free to view |
| 8 | PTR | 2026-05-07 129d ago | 7 | 🔒Register for free to view |
| 9 | PTR | 2026-04-02 164d ago | 2 | 🔒Register for free to view |
| 10 | PTR | 2026-03-20 177d ago | 10 | 🔒Register for free to view |
| 11 | PTR | 2026-03-06 191d ago | 26 | 🔒Register for free to view |
| 12 | PTR | 2026-02-20 205d ago | 8 | 🔒Register for free to view |
| 13 | PTR | 2026-02-02 223d ago | 4 | 🔒Register for free to view |
| 14 | PTR | 2026-02-02 223d ago | 31 | 🔒Register for free to view |
| 15 | PTR | 2026-01-21 235d ago | 6 | 🔒Register for free to view |
| 16 | PTR | 2025-12-19 268d ago | 3 | 🔒Register for free to view |
| 17 | PTR | 2025-12-05 282d ago | 2 | 🔒Register for free to view |
| 18 | PTR | 2025-11-18 299d ago | 7 | 🔒Register for free to view |
| 19 | PTR | 2025-11-03 314d ago | 2 | 🔒Register for free to view |
| 20 | PTR | 2025-10-07 341d ago | 4 | 🔒Register for free to view |
| 21 | PTR | 2025-09-16 362d ago | 2 | 🔒Register for free to view |
| 22 | PTR | 2025-09-02 376d ago | 17 | 🔒Register for free to view |
| 23 | PTR | 2025-06-26 444d ago | 2 | 🔒Register for free to view |
| 24 | PTR | 2025-06-02 468d ago | 8 | 🔒Register for free to view |
| 25 | PTR | 2025-04-03 528d ago | 6 | 🔒Register for free to view |
| 26 | PTR | 2025-04-03 528d ago | 7 | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.