Skip to content
PalanorPalanor

Congressional stock trades · Member

David J. Taylor

Representative · OH-2 · Republican

222 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 1 annual report are below.

Current committees: House Committee on Agriculture; House Committee on Transportation and Infrastructure.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-09-172026-09-089MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-09-172026-09-089MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberAVGOBroadcom Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberAMGNAmgen Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberMSFTMicrosoft Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberAEPAmerican Electric Power Company, Inc.Purchase$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberAEPAmerican Electric Power Company, Inc.Purchase$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberAVGOBroadcom Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberVRTXVertex Pharmaceuticals Incorporated - Common StockSale$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberAMGNAmgen Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-09-052026-08-2610MemberFITBFifth Third Bancorp - Common StockPurchase$1,001 - $15,000Clerk →
2026-08-202026-08-146MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-08-202026-08-119MemberMSFTMicrosoft Corporation - Common StockSale$15,001 - $50,000Clerk →
2026-08-202026-08-119MemberGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-08-202026-08-119MemberGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-08-202026-08-119MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberAVGOBroadcom Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberFITBFifth Third Bancorp - Common StockSale$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberFITBFifth Third Bancorp - Common StockSale$1,001 - $15,000Clerk →
2026-08-062026-07-2413MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-08-062026-07-1720MemberGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-07-012026-06-1516MemberCVXChevron Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-07-012026-06-1516MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberAEPAmerican Electric Power Company, Inc.Purchase$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberAMGNAmgen Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberAMZNAmazon.com, Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-06-122026-06-057MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberAAPLApple Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberMEDPMedpace Holdings, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberAAPLApple Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberGOOGLAlphabet Inc. - Class A Common StockSale$15,001 - $50,000Clerk →
2026-05-282026-05-1513MemberPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-05-282026-05-1513MemberMEDPMedpace Holdings, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberAVGOBroadcom Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberAVGOBroadcom Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberHDHome Depot, Inc.Sale$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2026-05-072026-04-2710MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-04-022026-03-249MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-04-022026-03-249MemberKRKroger CompanySale$1,001 - $15,000Clerk →
2026-03-202026-03-128MemberLRCXLam Research Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-03-202026-03-128MemberPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-03-202026-03-128MemberCVXChevron Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-202026-03-128MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-03-202026-03-128MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2026-03-202026-03-128MemberRPMRPM International Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-03-202026-03-119MemberCVXChevron Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-202026-03-119MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-202026-03-119MemberRPMRPM International Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-03-202026-03-119MemberFITBFifth Third Bancorp - Common StockPurchase$1,001 - $15,000Clerk →
2026-03-202026-03-119MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberFITBFifth Third Bancorp - Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberCRMSalesforce, Inc. Common StockSale$15,001 - $50,000Clerk →
2026-03-062026-02-268MemberGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberPLDPrologis, Inc. Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberTAT&T Inc.Sale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberIBPInstalled Building Products, Inc. Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberCRMSalesforce, Inc. Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberIBMInternational Business Machines Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberPGProcter & Gamble CompanySale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberIBMInternational Business Machines Corporation Common StockSale$15,001 - $50,000Clerk →
2026-03-062026-02-268MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberCVXChevron Corporation Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberAEPAmerican Electric Power Company, Inc.Sale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberAMGNAmgen Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberMEDPMedpace Holdings, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberAAPLApple Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberAVGOBroadcom Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberRPMRPM International Inc. Common StockSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberETNEaton Corporation, PLC Ordinary SharesSale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberKRKroger CompanySale$1,001 - $15,000Clerk →
2026-03-062026-02-268MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-202026-02-1010MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberLLYEli Lilly and Company Common StockSale$1,001 - $15,000Clerk →
2026-02-202026-02-0911MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberPLDPrologis, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberRPMRPM International Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberMEDPMedpace Holdings, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberAMGNAmgen Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberAVGOBroadcom Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberJPMJP Morgan Chase & Co. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberVRTXVertex Pharmaceuticals Incorporated - Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-294MemberPGProcter & Gamble CompanySale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberAVGOBroadcom Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberRPMRPM International Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberPLDPrologis, Inc. Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberAMGNAmgen Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberAAPLApple Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberHDHome Depot, Inc.Sale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberJPMJP Morgan Chase & Co. Common StockPurchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberMEDPMedpace Holdings, Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberIBPInstalled Building Products, Inc. Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberAEPAmerican Electric Power Company, Inc.Purchase$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberLLYEli Lilly and Company Common StockSale$1,001 - $15,000Clerk →
2026-02-022026-01-1617MemberETNEaton Corporation, PLC Ordinary SharesPurchase$1,001 - $15,000Clerk →
2026-01-212026-01-0912MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2026-01-212026-01-0813MemberIBMInternational Business Machines Corporation Common StockPurchase$15,001 - $50,000Clerk →
2026-01-212026-01-0813MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-01-212026-01-0813MemberAVGOBroadcom Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-01-212026-01-0813MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2026-01-212026-01-0813MemberAVGOBroadcom Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-01-212026-01-0813MemberLRCXLam Research Corporation - Common StockSale$15,001 - $50,000Clerk →
2026-01-212026-01-0813MemberIBMInternational Business Machines Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-01-212026-01-0813MemberLRCXLam Research Corporation - Common StockSale$15,001 - $50,000Clerk →
2025-12-192025-12-109MemberLLYEli Lilly and Company Common StockSale$1,001 - $15,000Clerk →
2025-12-192025-12-109MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2025-12-192025-12-109MemberETNEaton Corporation, PLC Ordinary SharesPurchase$1,001 - $15,000Clerk →
2025-12-052025-12-032MemberAMGNAmgen Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-12-052025-12-032MemberAMGNAmgen Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-12-052025-12-032MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2025-11-182025-11-126MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2025-11-182025-11-117MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2025-11-182025-11-117MemberRPMRPM International Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberAEPAmerican Electric Power Company, Inc.Sale$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberIBPInstalled Building Products, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberAEPAmerican Electric Power Company, Inc.Sale$1,001 - $15,000Clerk →
2025-11-182025-11-0315MemberGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2025-11-032025-10-304MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2025-11-032025-10-304MemberAAPLApple Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-11-032025-10-304MemberAAPLApple Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-11-032025-10-304MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberAEPAmerican Electric Power Company, Inc.Purchase$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2025-10-072025-09-2215MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2025-09-162025-09-0313MemberGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2025-09-162025-09-0313MemberGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2025-09-162025-09-0313MemberCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-1419MemberLLYEli Lilly and Company Common StockPurchase$15,001 - $50,000Clerk →
2025-09-022025-08-1419MemberMPCMarathon Petroleum Corporation Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-1419MemberPLDPrologis, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-1419MemberLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-1320MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2025-09-022025-08-1320MemberIBPInstalled Building Products, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-08-1320MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-1320MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2025-09-022025-08-0726MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-0726MemberIBPInstalled Building Products, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-08-0726MemberCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-0726MemberPLDPrologis, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-08-0726MemberVRTXVertex Pharmaceuticals Incorporated - Common StockPurchase$1,001 - $15,000Clerk →
2025-09-022025-07-2341MemberMEDPMedpace Holdings, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberLRCXLam Research Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberMPCMarathon Petroleum Corporation Common StockSale$1,001 - $15,000Clerk →
2025-09-022025-07-1846 ·>45MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2025-06-262025-06-1115MemberJPMJP Morgan Chase & Co. Common StockSale$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2025 report.

91 assets with a value on the report filed 2026-05-15, 65 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
AMG River Road Small Cap Value Fund - Class IFundMember$15,001 - $50,000
Artisan Global Value Fund Advisor SharesFundMember$50,001 - $100,000
Baron Emerging Markets Fd Inst ShsFundMember$15,001 - $50,000
Columbia Total Return Bond Fund Class RFundMember$15,001 - $50,000
Goldman Sachs GQG Partners International Opportunities Fund Institutional SharesFundMember$15,001 - $50,000
Grandeur Peak Global Reach Fund, Institutional ClassFundMember$15,001 - $50,000
Invesco S&P 500 Equal Weight Financial ETFFundMember$15,001 - $50,000
New Perspective Fund - Class F-3FundMember$50,001 - $100,000
PGIM Jennison Health Sciences Fund Class ZFundMember$15,001 - $50,000
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab CapitFundMember$100,001 - $250,000
VanEck Morningstar Wide Moat ETFFundMember$15,001 - $50,000
Vanguard Total International Stock ETFFundMember$50,001 - $100,000
WisdomTree Global High Dividend FundFundMember$15,001 - $50,000
GOOGLAlphabet Inc. - Class A Common StockStockMember$50,001 - $100,000
AEPAmerican Electric Power Company, Inc.StockMember$15,001 - $50,000
AMGNAmgen Inc. - Common StockStockMember$15,001 - $50,000
Appell Pete CorpStockMember$50,001 - $100,000
TAT&T Inc.StockMember$15,001 - $50,000
AVGOBroadcom Inc. - Common StockStockMember$15,001 - $50,000
CVXChevron Corporation Common StockStockMember$15,001 - $50,000
ETNEaton Corporation, PLC Ordinary SharesStockMember$15,001 - $50,000
LLYEli Lilly and Company Common StockStockMember$15,001 - $50,000
FITBFifth Third Bancorp - Common StockStockMember$15,001 - $50,000
HDHome Depot, Inc.StockMember$50,001 - $100,000
IBPInstalled Building Products, Inc. Common StockStockMember$15,001 - $50,000
Invesco Pharmaceuticals ETFFundMember$15,001 - $50,000
Invesco S&P 500 Equal Weight Consumer Discretionary ETFFundMember$15,001 - $50,000
iShares U.S. Health Care Providers ETFFundMember$15,001 - $50,000
JPMJP Morgan Chase & Co. Common StockStockMember$50,001 - $100,000
KRKroger CompanyStockMember$15,001 - $50,000
LRCXLam Research Corporation - Common StockStockMember$15,001 - $50,000
MPCMarathon Petroleum Corporation Common StockStockMember$15,001 - $50,000
MSFTMicrosoft Corporation - Common StockStockMember$15,001 - $50,000
PHParker-Hannifin Corporation Common StockStockMember$50,001 - $100,000
PGProcter & Gamble CompanyStockMember$50,001 - $100,000
PGRProgressive CorporationStockMember$15,001 - $50,000
PLDPrologis, Inc. Common StockStockMember$15,001 - $50,000
RPMRPM International Inc. Common StockStockMember$15,001 - $50,000
CRMSalesforce, Inc. Common StockStockMember$15,001 - $50,000
UNHUnitedHealth Group Incorporated Common StockStockMember$15,001 - $50,000
VVisa Inc.StockMember$50,001 - $100,000
5/3 Bank AccountsOtherMember$15,001 - $50,000
First State Bank AccountOtherMember$1,001 - $15,000
J.P. Morgan Chase bank AccountsOtherMember$1,001 - $15,000
OPERSOtherMember$15,001 - $50,000
Rental PropertyOtherMember$250,001 - $500,000
GOOGLAlphabet Inc. - Class A Common StockStockMember$15,001 - $50,000
AEPAmerican Electric Power Company, Inc.StockMember$1,001 - $15,000
AMGNAmgen Inc. - Common StockStockMember$1,001 - $15,000
AAPLApple Inc. - Common StockStockMember$15,001 - $50,000
TAT&T Inc.StockMember$15,001 - $50,000
AVGOBroadcom Inc. - Common StockStockMember$1,001 - $15,000
CVXChevron Corporation Common StockStockMember$1,001 - $15,000
ETNEaton Corporation, PLC Ordinary SharesStockMember$15,001 - $50,000
LLYEli Lilly and Company Common StockStockMember$1,001 - $15,000
FITBFifth Third Bancorp - Common StockStockMember$1,001 - $15,000
HDHome Depot, Inc.StockMember$15,001 - $50,000
IBPInstalled Building Products, Inc. Common StockStockMember$1,001 - $15,000
Invesco Pharmaceuticals ETFFundMember$1,001 - $15,000
Invesco S&P 500 Equal Weight Consumer Discretionary ETFFundMember$1,001 - $15,000
iShares U.S. Health Care Providers ETFFundMember$1,001 - $15,000
JPMJP Morgan Chase & Co. Common StockStockMember$15,001 - $50,000
KRKroger CompanyStockMember$1,001 - $15,000
LRCXLam Research Corporation - Common StockStockMember$15,001 - $50,000
MPCMarathon Petroleum Corporation Common StockStockMember$1,001 - $15,000
MSFTMicrosoft Corporation - Common StockStockMember$15,001 - $50,000
PHParker-Hannifin Corporation Common StockStockMember$15,001 - $50,000
PGProcter & Gamble CompanyStockMember$15,001 - $50,000
PGRProgressive CorporationStockMember$1,001 - $15,000
PLDPrologis, Inc. Common StockStockMember$1,001 - $15,000
RPMRPM International Inc. Common StockStockMember$1,001 - $15,000
CRMSalesforce, Inc. Common StockStockMember$15,001 - $50,000
SJMThe J.M. Smucker Company Common StockStockMember$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common StockStockMember$1,001 - $15,000
VVisa Inc.StockMember$15,001 - $50,000
AGCOAGCO Corporation Common StockStockMember$1,001 - $15,000
AFGAmerican Financial Group, Inc. Common StockStockMember$1,001 - $15,000
CVXChevron Corporation Common StockStockMember$1,001 - $15,000
DTEDTE Energy Company Common StockStockMember$1,001 - $15,000
ETNEaton Corporation, PLC Ordinary SharesStockMember$1,001 - $15,000
GLGlobe Life Inc. Common StockStockMember$1,001 - $15,000
HDHome Depot, Inc.StockMember$1,001 - $15,000
MPCMarathon Petroleum Corporation Common StockStockMember$1,001 - $15,000
MSFTMicrosoft Corporation - Common StockStockMember$50,001 - $100,000
NINiSource Inc Common StockStockMember$1,001 - $15,000
NOCNorthrop Grumman Corporation Common StockStockMember$15,001 - $50,000
PNCPNC Financial Services Group, Inc.StockMember$1,001 - $15,000
PPGPPG Industries, Inc. Common StockStockMember$1,001 - $15,000
State Street Energy Select Sector SPDR ETFFundMember$15,001 - $50,000
TKRTimken CompanyStockMember$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common StockStockMember$15,001 - $50,000

How reports are read: holdings methodology.