Julie Johnson
Julie Johnson (D-TX) sold $1K-$15K of $ALE (Allete, Inc. (ALE) [ST]) on Jan 28, 2025, part of 51 transactions in this filing (27 buys, 24 sells).
HillSignal flagged 5 timing concerns on this filing — trades that line up closely with related legislative or contract activity.
Price Movement Since Trade
How the largest positions have moved from the trade date to the most recent close.
Showing the 6 largest positions. See every transaction in the table below.
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See the full trade breakdown, suspicious timing flags, and how this filing connects to active legislation.
Get Free Access →Suspicious Timing Detected
5 flagsRep. Johnson bought $1K-$15K in $MRK on Jan 17, 2025 — 35 days before HR1492 was introduced, a bill extending Medicare price-negotiation protections for small-molecule drugs like those from Merck.
Rep. Johnson bought $1K-$15K in $BMY on Jan 15, 2025 — 37 days before HR1492 was introduced, a bill that could shield Bristol-Myers Squibb's small-molecule drugs from price negotiations longer.
Rep. Johnson bought $1K-$15K in HAS on Jan 15, 2025 — 29 days before the Expanding Child Care Access Act (HR1296) was introduced, which proposes a tax credit for home-based child care providers (Hasbro produces child care products).
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 | $BA | Boeing Company (BA) [ST] | $1K-$15K | $166.20 | $229.71 | +38.2% | Jan 15, 2025 |
| BUY | $BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $1K-$15K | — | — | — | Jan 15, 2025 |
| BUY | $CRL | Charles River Laboratories International, Inc. Common Stock (CRL) [ST] | $1K-$15K | $173.91 | — | — | Jan 15, 2025 |
| BUY | $COP | ConocoPhillips Common Stock (COP) [ST] | $1K-$15K | $105.48 | — | — | Jan 15, 2025 |
| BUY | $DG | Dollar General Corporation Common Stock (DG) [ST] | $1K-$15K | — | — | — | Jan 15, 2025 |
| BUY | $DLTR | Dollar Tree, Inc. - Common Stock (DLTR) [ST] | $1K-$15K | $70.34 | $98.00 | +39.3% | Jan 15, 2025 |
| BUY | $DOW | Dow Inc. Common Stock (DOW) [ST] | $1K-$15K | $40.40 | — | — | Jan 15, 2025 |
| BUY | $ENPH | Enphase Energy, Inc. - Common Stock (ENPH) [ST] | $1K-$15K | $65.83 | — | — | Jan 15, 2025 |
| BUY | $EL | Estee Lauder Companies, Inc. (EL) [ST] | $1K-$15K | $74.52 | — | — | Jan 15, 2025 |
| BUY | $ES | Eversource Energy (ES) [ST] | $1K-$15K | $56.61 | — | — | Jan 15, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Expanding Child Care Access Act of 2025
HR 1296 proposes a $5,000 refundable tax credit for home-based child care providers' startup expenses, including diapers, toys, and learning materials. The bill is in early stages (referred to Ways & Means, 39 cosponsors), but if enacted, it would directly subsidize demand for PG, KMB, MAT, and HAS consumer products. Market data shows these stocks are flat to slightly down over 30 days, reflecting no current premium for this potential catalyst.
Fair Access to Banking Act
HR987, the Fair Access to Banking Act, is an early-stage bill with 92 cosponsors that has been referred to committee with no hearings or markups. With no funding authorization and manageable incremental compliance costs, market impact is minimal. Financial sector stocks show no price movement attributable to this bill. JPMorgan ($312.83) has gained 6.35% in 30 days and Bank of America ($53.27) has gained 9.25% in 30 days on broader sector strength, not this legislation.
No Tax Breaks for Outsourcing Act
The No Tax Breaks for Outsourcing Act (S409) would eliminate tax deferral on foreign profits for U.S. multinationals, increasing effective tax rates by 5-8 percentage points. The bill is in early stages (referred to Senate Finance Committee, 19 cosponsors) and poses a 4-8% annual net income headwind for high international-exposure companies. Despite 8-30% rallies in the last 30 days across MSFT, AAPL, GOOGL, KO, PG, XOM, and CVX, this legislative risk is not currently priced into valuations.
National Plan for Epilepsy Act
S.494, the National Plan for Epilepsy Act, is an early-stage coordination bill with zero authorized spending. It creates an advisory council and mandates federal research coordination for epilepsy but appropriates no funds. Market impact is negligible — no direct revenue driver for any public company.
IRS MATH Act of 2025
The IRS MATH Act of 2025 (S.608) would mandate significantly more complex and detailed IRS math error notices, driving taxpayers toward professional-grade tax software. Intuit (INTU) is the primary beneficiary given TurboTax's dominant consumer market share. The bill is early-stage in the Senate Finance Committee. INTU currently trades at $385.86, down -10.76% over the past 30 days, providing a potential entry point if legislative momentum builds.
Defending Domestic Orange Juice Production Act of 2025
HR933 proposes reducing the FDA standard for orange juice soluble solids from 10.5% to 10.0%, a direct regulatory cost savings for major OJ producers. The bill is early-stage but has strong bipartisan Florida delegation support with 25 cosponsors. $KO, $PEP, and $KDP are the primary beneficiaries, with recent price trends showing a broad market recovery rather than bill-specific movement.
Growing and Preserving Innovation in America Act of 2025
HR1062 permanently locks in higher FDII and GILTI deductions for US multinationals, preventing a ~3.3 ppt effective tax rate increase on foreign IP income scheduled for 2026. This directly boosts after-tax net income for companies with large international revenue streams, including MSFT, AAPL, GOOGL, AMZN, NVDA, JNJ, PFE, KO, and PG. The bill is in early committee stage — structural impact is contingent on passage through the 119th Congress.
Alternatives to PAIN Act
The Alternatives to PAIN Act (HR1227) is an early-stage House bill that would eliminate deductibles and lower co-pays for non-opioid pain management drugs under Medicare Part D, effective January 1, 2026. The bill has been referred to two committees with no further action since February 2025. Market impact on Part D sponsors (UNH, CVS, HUM, CI) is currently negligible because the bill is unfunded, in early legislative stages, and faces an uncertain path to enactment.
American Innovation Act of 2025
Bill HR1778 would increase tax deductions for startup costs from $5k to $20k, reducing the net first-year burden for new enterprises. This quantitatively expands the customer base for business-formation beneficiary companies like Intuit ($INTU), Wix ($WIX), and PayPal ($PYPL). Current market data shows these three tickers have experienced near-term price declines (7-day changes of -2.07%, -1.55%, -1.17% respectively), making them cheaper entries ahead of potential bill momentum later in 2026.
SMARTER Act
The SMARTER Act (HR1148) introduces direct bearish policy risk for the smart grid ecosystem. The bill removes federal support for smart grid cost recovery and requires states to consider banning ratepayer cost recovery entirely. Pure-play supplier Itron ($ITRI) faces the highest revenue exposure, with a 30-day decline of -5.44% and current price at $84.75 near its 52-week low of $78.53. Major utilities NextEra ($NEE), Duke ($DUK), and Sempra ($SRE) face regulatory uncertainty that could slow their multi-billion dollar grid modernization programs, though their diversified rate bases partially buffer the near-term impact. The bill is early-stage (referred to committee Feb 2025), but its legislative direction is unambiguous and negative for smart grid investment.
Other Filings by Julie Johnson
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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.