David J. Taylor
Price Movement Since Trade
How each stock has moved from the trade date to the most recent close.
Suspicious Timing Detected
4 flagsRep. David J. Taylor sold $15,001-$50,000 in $UNH on May 14, 2025 — 7 days before the Association Health Plans Act (S1847) was introduced, a bill that could increase competition for large health insurers.
Rep. David J. Taylor sold $1,001-$15,000 in $UNH on May 14, 2025 — 7 days before the Association Health Plans Act (S1847) was introduced, a bill that could increase competition for large health insurers.
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 | Trade Price | Current | Change | Date |
|---|---|---|---|---|---|---|---|
| BUY | $AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | $1K-$15K | $232.12 | $422.76 | +82.1% | May 14, 2025 |
| BUY | $FITB | Fifth Third Bancorp - Common Stock (FITB) [ST] | $1K-$15K | $39.37 | — | — | May 14, 2025 |
| BUY | $IBP | Installed Building Products, Inc. Common Stock (IBP) [ST] | $1K-$15K | $162.53 | — | — | May 15, 2025 |
| BUY | $CRM | Salesforce, Inc. Common Stock (CRM) [ST] | $1K-$15K | $288.82 | — | — | May 12, 2025 |
| SELL | $UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $15K-$50K | $308.01 | $354.92 | +15.2% | May 14, 2025 |
| SELL | $MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | $1K-$15K | $449.26 | — | — | May 12, 2025 |
| SELL | $MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | $1K-$15K | $449.26 | — | — | May 13, 2025 |
| SELL | $UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K-$15K | $308.01 | $354.92 | +15.2% | May 14, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
CREATE JOBS Act
The CREATE JOBS Act (S.2056) proposes permanently reinstating 100% bonus depreciation for all U.S. businesses, a proven tax incentive reducing the after-tax cost of capital equipment by 21% in year one. At current market prices, capital-intensive companies like CAT ($810.05), DE ($560.02), FDX ($388.59), and AMZN ($263.04) have already shown strong 30-day momentum (CAT +21.37%, FDX +13.7%, AMZN +30.9%), reflecting broader economic expectations this tax policy reinforces. The bill is in early committee stage with legislative risk high, but identical House companion HR3967 improves odds of eventual enactment.
Supporting Healthy Moms and Babies Act
The 'Supporting Healthy Moms and Babies Act' (HR3762) is an early-stage bill that would mandate comprehensive maternity/newborn care coverage without cost-sharing under ACA plans. With 28 cosponsors, a companion bill in the Senate, and referral to three committees, legislative progress is early but has nominal bipartisan support. Insurers UNH and CI face increased medical costs, while diagnostic labs LH and DGX benefit from higher utilization. No dollar amount is authorized or appropriated.
Association Health Plans Act
S.1847 is an early-stage bill expanding self-funded association health plans for small businesses, structurally negative for fully insured commercial carriers. The bill has no dollar authorization and remains in committee with only 6 sponsors — near-term passage probability is low. Real market data shows large health insurers (UNH, HUM, CVS, CNC) surging 15-55% in the last 30 days, but this rally is unrelated to S.1847 and driven by broader sector dynamics.
Modernizing Retrospective Regulatory Review
HR67 mandates federal agencies adopt AI-driven regulatory review tools, creating a new procurement category that benefits established FedRAMP-authorized cloud providers. The bill is pure authorization with no direct appropriations, but structural adoption requirements generate recurring revenue for $ORCL, $IBM, and $MSFT. Partner AI providers (e.g., Palantir, C3.ai) are secondary beneficiaries with lower confidence.
Strengthening Agency Management and Oversight of Software Assets Act
S.1956 is an early-stage, unfunded mandate requiring federal agencies to assess their software assets. It creates a bounded, short-term consulting opportunity for IT services firms like ACN and CDW, but the lack of new appropriations limits the financial impact. Real market data confirms the bill has zero pricing signal — ACN, IBM, ORCL, and MSFT moved on broader tech rotation, not this legislation.
Access Technology Affordability Act of 2025
S. 1918 is an early-stage, low-probability bill proposing a refundable tax credit for blind individuals purchasing access technology. It creates no direct revenue stream for any public company and has negligible near-term market impact.
RAMP Act
The RAMP Act (HR4056) is an early-stage bill that would restrict the Medicare Secondary Payer private right of action to group health plans only, granting legal relief to auto, liability, workers' compensation, and no-fault insurers. The bill is referenced to two committees and has only one cosponsor, indicating a long legislative path. For the named insurers—UnitedHealth, Cigna, Humana—the bill is largely neutral as they primarily operate group health plans, which retain existing litigation exposure.
STOP CSAM Act of 2025
The STOP CSAM Act (S.1829) has advanced to the Senate calendar, increasing passage probability. The bill mandates elevated content moderation and reporting requirements for major tech and telecom companies, directly increasing compliance costs. Affected tickers include $META, $GOOGL, $MSFT, $AMZN, $VZ, $T, and $TWLO. Market data shows strong recent rallies in tech stocks ($GOOGL +27.95%, $META +24.75%, $AMZN +30.9% over 30 days), creating potential downside risk if compliance cost headwinds materialize.
Streamlining Federal Cybersecurity Regulations Act of 2025
S.1875 is an early-stage procedural bill to create an interagency committee for harmonizing federal cybersecurity regulations. It contains no funding, no mandates, and no procurement directives. Near-term market impact is negligible.
IGNITEACTION LLC: $16.1M Department of Commerce Contract
This $16.1 million contract to IGNITEACTION LLC for cloud infrastructure support at the U.S. Census Bureau represents a steady demand for IT modernization services, likely benefiting major cloud providers and IT consulting firms. While IGNITEACTION is private, this award signals continued federal investment in cloud migration, a positive trend for the broader technology sector.
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.