Julie Johnson
Julie Johnson (D-TX) sold $1K-$15K of $AOS (A.O. Smith Corporation Common Stock) on Sep 25, 2025, part of 20 transactions in this filing.
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.
Suspicious Timing Detected
5 flagsRep. Julie Johnson sold $1,001 - $15,000 in $CI on 2025-09-25, 42 days before S976 ("Insurance Fraud Accountability Act") was introduced, a bill that increases penalties for insurance fraud.
Rep. Julie Johnson sold $1,001 - $15,000 in $EQIX on 2025-09-25, 55 days before HR6124 ("End Rent Fixing Act of 2025") was introduced, a bill aiming to prohibit rental pricing algorithms.
Rep. Julie Johnson sold $1,001 - $15,000 in $MKC on 2025-09-25, 56 days before S3252 ("FSMA Fee Technical Corrections Act") was introduced, a bill increasing FDA reinspection and recall fees for food facilities.
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 |
|---|---|---|---|---|---|---|---|
| SELL | $AOS | A.O. Smith Corporation Common Stock | $1K-$15K | $71.40 | — | — | Sep 25, 2025 |
| SELL | $AEE | Ameren Corporation Common Stock | $1K-$15K | $100.78 | — | — | Sep 25, 2025 |
| SELL | $CL | Colgate-Palmolive Company Common Stock | $1K-$15K | $79.70 | — | — | Sep 25, 2025 |
| SELL | $DVA | DaVita Inc. Common Stock | $1K-$15K | $130.27 | — | — | Sep 25, 2025 |
| SELL | $SRE | DBA Sempra Common Stock | $1K-$15K | $86.49 | — | — | Sep 25, 2025 |
| SELL | $EQIX | Equinix, Inc. - Common Stock | $1K-$15K | $782.88 | — | — | Sep 25, 2025 |
| SELL | $XOM | Exxon Mobil Corporation Common Stock | $1K-$15K | $114.68 | — | — | Sep 16, 2025 |
| SELL | $HON | Honeywell International Inc. | $1K-$15K | $207.70 | — | — | Sep 25, 2025 |
| SELL | $KEY | KeyCorp Common Stock | $1K-$15K | $18.81 | — | — | Sep 25, 2025 |
| SELL | $LYB | LyondellBasell Industries NV Ordinary Shares Class A | $1K-$15K | $48.98 | — | — | Sep 25, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
CLOSE Act
The CLOSE Act (HR6081) is an early-stage House bill that would eliminate the emission aggregation exemption for oil and gas wells under the Clean Air Act and require EPA to list hydrogen sulfide as a hazardous air pollutant. While the bill has 23 Democratic cosponsors and faces a long legislative path, it creates a regulatory overhang for U.S. E&P operators. Recent DPA energy executive orders (April 2026) conflict with the bill's direction, adding policy uncertainty.
End Rent Fixing Act of 2025
The End Rent Fixing Act of 2025 (HR6124) is an early-stage bill targeting algorithmic rental pricing coordination. It has 30 cosponsors and a Senate companion (S3207), indicating coordinated Democratic support. The bill authorizes no funding — it is a prohibition. REITs with heavy residential exposure face potential operating model disruption, while self-storage, industrial, retail, office, and data center REITs are either unaffected or only minimally exposed. The market has not priced this risk into residential REITs yet, as PSAs -5.38% 7-day drop is more likely due to other factors than this bill at current stage.
A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to products of certain countries.
S. 3103, introduced November 2025, authorizes the President to extend normal trade relations to nearly all countries except Belarus, Cuba, and North Korea. This early-stage bill is stalled in the Senate Finance Committee with no further actions reported. Real market data shows $WMT at $128.01, $TGT at $127.87, and $AAPL at $270.17 as of 2026-04-30, with no discernible price reaction to this procedural bill.
ACCESS Act
The ACCESS Act expands STLDI to up to 3 years, exempt from ACA essential health benefits and MLR rules, directly benefiting major health insurers. The bill is early-stage with low legislative momentum. Market data shows UNH +36%, HUM +39%, and CI +9% over 30 days, reflecting anticipatory pricing of regulatory relief.
PIPES Act of 2025
The PIPES Act advancing out of House committee combined with DPA determinations for natural gas and LNG infrastructure creates a clear regulatory tailwind for US midstream. Pipeline operators KMI, WMB, ET, EPD, TRP, and TRGP all show positive 7-day momentum ranging from +0.35% to +5.08%, reflecting growing market conviction that federal policy is now actively enabling pipeline expansion rather than blocking it.
Federal Relocation Payment Improvement Act
HR6330 is a procedural administrative reform allowing lump-sum federal relocation payments. It authorizes no new funding and creates no binding obligations on private companies. Real market data in moving/logistics and real estate sectors shows mixed near-term movements unrelated to this bill. No material market impact is expected from this legislation.
Insurance Fraud Accountability Act
The Insurance Fraud Accountability Act (S.976) imposes new $10k–$50k civil penalties per violation on agents/brokers for fraudulent ACA enrollments. Though still in early committee stage, the bill places compliance burdens on major health insurers operating ACA marketplaces. Recent 30-day rallies of +36% in UNH and +39% in HUM appear disconnected from this specific regulatory risk, suggesting potential sector downside as legislative risk is repriced.
Employee Profit-Sharing Encouragement Act of 2025
HR6418 is a single-sponsor bill in early legislative stage (referred to Ways and Means). No hearings, no companion bill, no CBO score. The structural link to payroll software providers is indirect and contingent on future legislative action. Market impact is negligible near-term.
CLEANER Act of 2025
The CLEANER Act (HR6080) proposes reclassifying oil/gas drilling wastes as hazardous, directly increasing operating costs for US E&P companies like $XOM, $CVX, and $EOG while creating a new revenue stream for waste management firms $WM and $RSG. The bill is in early committee stage with 23 Democratic cosponsors — low probability of passage in the 119th Congress given Republican control, but the fundamental mechanism creates clear winners and losers. Recent market action shows energy stocks recovering from 30-day losses: $XOM at $154.67 (up 2.75% 7-day), $CVX at $192.22 (+2.46%), $EOG at $139.12 (+3.92%) — but the regulatory overhang, if this bill advances, would reverse that trend for producers.
FSMA Fee Technical Corrections Act
The FSMA Fee Technical Corrections Act is a procedural bill that adjusts FDA reinspection and recall fees to a $15,000 inflation-adjusted base for large food manufacturers starting FY2026. The bill is early-stage (referred to committee) with no market-moving impact. Real market data shows no correlation with this bill—the sector's 30-day declines (GIS -5.83%, CAG -9.35%, CPB -7.45%, HSY -11.38%) reflect broader consumer staples weakness, not legislative action.
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.