David J. Taylor
Suspicious Timing Detected
4 flagsDavid J. Taylor bought $1,001 - $15,000 in $HD on March 12, 2026 — 5 days before S2753, the "Urban Canal Modernization Act," which authorizes federal funding for urban canal maintenance, was introduced.
David J. Taylor sold $1,001 - $15,000 in $MPC on March 11, 2026 — 6 days before HR7960, a bill to impose a windfall profits excise tax on crude oil, was introduced.
These flags identify timing coincidences between stock trades and legislative activity. They do not imply wrongdoing. Click any bill number or ticker to see the full analysis.
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All Transactions
| Type | Ticker | Asset | Amount | Date |
|---|---|---|---|---|
| BUY | $FITB | Fifth Third Bancorp - Common Stock | $1K-$15K | Mar 11, 2026 |
| BUY | $HD | Home Depot, Inc. | $1K-$15K | Mar 12, 2026 |
| BUY | $IBP | Installed Building Products, Inc. Common Stock | $1K-$15K | Mar 12, 2026 |
| BUY | $LRCX | Lam Research Corporation - Common Stock | $1K-$15K | Mar 12, 2026 |
| BUY | $PH | Parker-Hannifin Corporation Common Stock | $1K-$15K | Mar 12, 2026 |
| BUY | $RPM | RPM International Inc. Common Stock | $1K-$15K | Mar 12, 2026 |
| BUY | $RPM | RPM International Inc. Common Stock | $1K-$15K | Mar 11, 2026 |
| SELL | $CVX | Chevron Corporation Common Stock | $1K-$15K | Mar 12, 2026 |
| SELL | $CVX | Chevron Corporation Common Stock | $1K-$15K | Mar 11, 2026 |
| SELL | $MPC | Marathon Petroleum Corporation Common Stock | $1K-$15K | Mar 11, 2026 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
To amend the Internal Revenue Code of 1986 to impose a windfall profits excise tax on crude oil and to rebate the tax collected back to individual taxpayers, and for other purposes.
HR 7960 (Big Oil Windfall Profits Tax Act) is an early-stage bill referred to committee with low passage probability. It introduces headline risk to the energy sector but has no near-term financial impact. Real market data shows a broad 7-day rally across the sector (XOM +3.79%, CVX +4.1%, MPC +8.82%) despite a mixed 30-day trend, indicating that investors are not pricing in this legislative risk.
End Polluter Welfare for Enhanced Oil Recovery Act of 2026
S.4222, the End Polluter Welfare for Enhanced Oil Recovery Act of 2026, is an early-stage Senate bill that would eliminate tax credits for CO2-based enhanced oil recovery for new projects. With 5 cosponsors and referral to the Finance Committee, passage is highly uncertain and years away. Direct financial impact on ExxonMobil and Chevron is negligible in the near term given grandfathering of existing projects and the bill's early legislative stage.
ACE Nuclear Energy Act of 2026
The ACE Nuclear Energy Act expands EXIM Bank's capacity to finance U.S. nuclear exports by excluding civil nuclear project loans from its default rate calculation. BWX Technologies is the highest-conviction beneficiary as the sole pure-play U.S. nuclear manufacturer. The bill is early-stage (introduced March 2026, referred to committee) and currently has no House companion.
Urban Canal Modernization Act
The Urban Canal Modernization Act (S.2753) is an early-stage authorization bill with no appropriated funds. Market data shows CAT up 24.4% over 30 days, but this move is driven by broader economic factors, not this bill. The structural link to canal equipment demand exists but provides no near-term revenue visibility.
To prohibit liability against those engaged in the mining, extraction, production, refinement, transportation, distribution, marketing, manufacture, or sale of energy for damages or injunctive or other relief from the use of their products, and for other purposes.
HR8330, introduced April 16, 2026 and referred to the House Judiciary Committee, proposes a broad liability exemption for all energy companies across the full hydrocarbon value chain. The market has already been accumulating energy equities over the past 7 trading sessions, with refiners MPC (+9.97%) and PSX (+8.79%) leading sector gains, suggesting institutional recognition of this pro-energy regulatory trajectory. Combined with the April 20 DPA determinations and recent presidential permits for Enbridge, the administration is building a comprehensive policy floor for energy infrastructure investment.
End Polluter Welfare for Enhanced Oil Recovery Act of 2026
HR8108 targets two specific tax credits that support enhanced oil recovery — the Section 43 EOR credit and the Section 45Q credit for CO2 used as tertiary injectant. This directly threatens Occidental's EOR business model and has secondary implications for Devon's mature field operations. However, the bill is at early-stage committee with 11 cosponsors and minimal legislative momentum, so near-term passage risk is low. Occidental's stock has recovered 5.74% over the past 7 days to $60.40 despite the 30-day decline of 7.08%, suggesting the market is not pricing in this legislative risk.
Grid Expansion and Reliability Act
HR8248 (Grid Expansion and Reliability Act) would allow self-certification to FERC for transmission lines in NIETCs, bypassing state siting barriers. The bill is early-stage (referred to committee) and authorizes no funds, but the regulatory streamlining is net bullish for transmission equipment manufacturers ($ETN) and utilities with large FERC-jurisdictional transmission capex ($AEP, $WEC). Real market data shows these names up 1-7% over the past week on broader utility tailwinds.
DPA Modernization Act of 2026
HR7688 (DPA Modernization Act) reduces regulatory risk for domestic energy producers by limiting presidential DPA emergency powers, combined with a concurrent Presidential Determination supporting petroleum and refining. Energy stocks XOM, CVX, PSX, MPC rose 4-10% in the 7 days after the 41-0 committee vote on March 4 and the Presidential Determination, while defense primes LMT, NOC, GD, RTX continue significant 30-day declines of 7-17% unrelated to this bill.
American Petroleum First Act
The American Petroleum First Act (HR8021), introduced March 19, 2026, exempts certain vessels from Jones Act restrictions for domestic crude and petroleum product transport, lowering marine costs for refiners and producers. Real market data shows a strong 7-day recovery in energy stocks, led by independent refiners MPC (+9.52%), PSX (+8.42%), and VLO (+6.48%), reversing sharp 30-day pullbacks in majors (XOM -8.7%, CVX -6.65%). Bill is early-stage but represents a clear regulatory catalyst for domestic oil logistics cost relief.
RECOVER Act of 2026
The RECOVER Act of 2026 (HR8386) is a narrow Medicare payment fix that eliminates the 50% multiple therapy service reduction starting January 1, 2027. The bill is in early-stage committee referral with no near-term market impact. There is no identifiable pure-play public company whose primary revenue stream is directly and measurably affected by this single Medicare rate adjustment. The five DPA energy memoranda issued on the same date are a different policy domain and are not analyzed here per fact-check rules.
Other Filings by David J. Taylor
Data sourced from the U.S. House of Representatives Office of the Clerk Financial Disclosure system. Stock prices from Financial Modeling Prep. Suspicious timing flags identify coincidences between stock trades and legislative activity and do not imply any wrongdoing or illegal activity. This is not financial advice.