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Congress
David Taylor
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| David Taylor Trust ⇒ Rental Property [RP] | $250K – $500K |
| Dave's IRA @ Schwab (Abundance) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) [MF] | $100K – $250K |
| Dave's IRA @ Schwab (Abundance) ⇒ Artisan Global Value Fund Advisor Shares (APDGX) [MF] | $50K – $100K |
| Dave's IRA @ Schwab (Abundance) ⇒ New Perspective Fund - Class F-3 (FNPFX) [MF] | $50K – $100K |
| Dave's IRA @ Schwab (Abundance) ⇒ Vanguard Total International Stock ETF (VXUS) [EF] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Appell Pete Corp (APPL) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. (V) [ST] | $50K – $100K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $50K – $100K |
| Dave's IRA @ Schwab (Abundance) ⇒ AMG River Road Small Cap Value Fund - Class I (ARSIX) [MF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) [MF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Columbia Total Return Bond Fund Class R (CIBRX) [MF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Grandeur Peak Global Reach Fund, Institutional Class (GPRIX) [MF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Invesco S&P 500 Equal Weight Financial ETF (RSPF) [EF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ PGIM Jennison Health Sciences Fund Class Z (PHSZX) [MF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ VanEck Morningstar Wide Moat ETF (MOAT) [EF] | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ WisdomTree Global High Dividend Fund (DEW) [EF] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Invesco Pharmaceuticals ETF (PJP) [EF] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) [EF] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $15K – $50K |
| David Taylor Trust ⇒ 5/3 Bank Accounts [BA] | $15K – $50K |
| David Taylor Trust ⇒ OPERS [BA] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Home Depot, Inc. (HD) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] . | $15K – $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) [MF] | $15K – $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ iShares U.S. Health Care Providers ETF (IHF) [EF] | $15K – $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ State Street Energy Select Sector SPDR ETF (XLE) [EF] | $15K – $50K |
| David Taylor Trust ⇒ First State Bank Account [BA] | $1K – $15K |
| David Taylor Trust ⇒ J.P. Morgan Chase bank Accounts [BA] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Invesco Pharmaceuticals ETF (PJP) [EF] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) [EF] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Kroger Company (KR) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ AGCO Corporation Common Stock (AGCO) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ American Financial Group, Inc. Common Stock (AFG) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Chevron Corporation Common Stock (CVX) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ DTE Energy Company Common Stock (DTE) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Globe Life Inc. Common Stock (GL) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ NiSource Inc Common Stock (NI) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PPG Industries, Inc. Common Stock (PPG) [ST] | $1K – $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Timken Company (TKR) [ST] | $1K – $15K |
| Eli Lilly and Company Common Stock (LLY) [ST] | Not specified |