Julie Johnson
Julie Johnson (D-TX) sold $1K-$15K of $BLK (BlackRock, Inc. Common Stock) on Jul 22, 2025, part of 14 transactions in this filing (5 buys, 7 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.
Suspicious Timing Detected
5 flagsRepresentative Julie Johnson exchanged $1,001 - $15,000 in $CVX on 2025-07-21, 3 days before the 'Zero-Based Regulatory Budgeting to Unleash American Energy Act of 2025' (S2427) was introduced. This bill aims to reduce regulatory burdens for the energy sector.
Representative Julie Johnson sold $1,001 - $15,000 in $UNH on 2025-07-24, 56 days before the 'Medicare Advantage Prompt Pay Act' (HR5454) was introduced. This bill mandates stricter payment timelines for Medicare Advantage organizations.
Representative Julie Johnson sold $1,001 - $15,000 in $BLK on 2025-07-22, 57 days before the 'Billionaires Income Tax Act' (HR5427) was introduced. This bill proposes taxing unrealized gains for high-net-worth individuals.
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 | $CVX | Chevron Corporation Common Stock | $1K-$15K | $154.84 | — | — | Jul 25, 2025 |
| BUY | $CME | CME Group Inc. - Class A Common Stock | $1K-$15K | $274.64 | — | — | Jul 22, 2025 |
| BUY | $PKG | Packaging Corporation of America Common Stock | $1K-$15K | — | — | — | Jul 22, 2025 |
| BUY | $PKG | Packaging Corporation of America Common Stock | $1K-$15K | — | — | — | Jul 25, 2025 |
| BUY | $BK | The Bank of New York Mellon Corporation Common Stock | $1K-$15K | — | — | — | Jul 18, 2025 |
| PARTIAL SELL | $BLK | BlackRock, Inc. Common Stock | $1K-$15K | $1,100.39 | — | — | Jul 22, 2025 |
| EXCHANGE | $CVX | Chevron Corporation Common Stock | $1K-$15K | $154.84 | — | — | Jul 21, 2025 |
| PARTIAL SELL | $XOM | Exxon Mobil Corporation Common Stock | $1K-$15K | $110.40 | — | — | Jul 25, 2025 |
| PARTIAL SELL | $MSFT | Microsoft Corporation - Common Stock | $1K-$15K | $512.57 | — | — | Jul 29, 2025 |
| PARTIAL SELL | $PH | Parker-Hannifin Corporation Common Stock | $1K-$15K | $738.82 | — | — | Jul 25, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Billionaires Income Tax Act
The Billionaires Income Tax Act (HR 5427) is an early-stage House bill proposing annual mark-to-market taxation of unrealized capital gains for billionaires. Real market data shows alternative asset managers Blackstone and Carlyle trading at $122.51 and $48.94 respectively after 7-day declines of 0.71% and 1.28%, with Carlyle down 6.94% over the past week. BlackRock at $1056.19 bucked the trend with a 7-day gain of 1.07%, reflecting its status as a potential beneficiary of capital rotation from illiquid to liquid assets. The bill remains stuck in committee with 32 cosponsors and no hearings — low probability of passage in the 119th Congress, but the market is already pricing structural risk.
Improving Drought Monitoring Act
The Improving Drought Monitoring Act (H.R. 5610) is an early-stage authorization bill that reauthorizes the U.S. Drought Monitor program through FY2030 and creates an interagency working group to improve in-situ data integration. It contains zero direct spending or procurement mandates, making it a procedural, low-impact bill for public markets. Trimble ($TRMB) is the most structurally exposed public company due to its precision agriculture data platform, but any revenue impact requires future appropriations and is not guaranteed.
Zero-Based Regulatory Budgeting to Unleash American Energy Act of 2025
S.2427 is an early-stage Senate bill that would force federal energy and mining agencies to regularly sunset and rejustify regulations, imposing zero direct spending. Combined with the recent executive branch alignment via DPA determinations on April 20, 2026, the legislative-executive push is structurally bullish for upstream operators with significant federal acreage exposure. Real market data shows XOM, CVX, DVN, and OXY all posting strong 7-day gains of +3.22% to +5.47% as this regulatory relief narrative gains traction.
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.
Protecting Free Vaccines Act of 2025
The Protecting Free Vaccines Act of 2025 is an early-stage bill (S.2857) that codifies existing ACIP vaccine coverage mandates through 2030 without expanding coverage, creating new funding, or changing market dynamics. The bill's impact on vaccine manufacturers and insurers is neutral: it removes regulatory uncertainty but provides no growth catalyst. All S&P 500 stocks covered have been declining over the past 30 days, with MRNA down 13.49% in the last week alone. This bill does not alter those trends.
Modernizing Rural Physician Assistant and Nurse Practitioner Utilization Act of 2025
HR5199 is an early-stage bill that would allow PAs and NPs to practice independently in rural non-physician-directed clinics under State law, removing a federal Medicare supervision requirement. The bill authorizes zero funding and has a distant effective date of January 2027. For insurers like UNH, CNC, and CI, and hospital operator HCA, the impact is modest — a small reduction in rural facility costs that won't materially move earnings.
Protecting Free Vaccines Act
The Protecting Free Vaccines Act (HR5448) is an early-stage House bill that would mandate zero-cost-sharing coverage for ACIP-recommended vaccines across Medicare, Medicaid, CHIP, and private insurance until 2030. Vaccine manufacturers like Pfizer and Moderna are structurally positioned to benefit from increased utilization, while health insurers like UnitedHealth face higher claims costs. CVS has mixed exposure as both insurer (Aetna) and vaccine administrator (CVS Pharmacy). The bill is referred to three committees with 72 cosponsors and has a Senate companion bill (S2857), but a long legislative path remains.
Medical Device Nonvisual Accessibility Act of 2025
HR5605, the Medical Device Nonvisual Accessibility Act, is in early committee stage with zero appropriation — a compliance mandate, not a spending bill. Home medical device makers face moderate retrofit costs but no immediate revenue impact. Market data shows medtech stocks already under broad 30-day pressure (-8% to -11%), and this bill adds a minor regulatory cost layer without near-term catalyst.
Medicare Advantage Prompt Pay Act
The Medicare Advantage Prompt Pay Act (HR5454) is early-stage legislation that would mandate MA plans to pay 95% of clean claims within 14 days (electronic in-network) or 30 days (other). This eliminates float income and increases administrative costs for MA insurers. Recent rallies in UNH (+3.3% 7-day), HUM (+12.12%), ELV (+8.12%), MOH (+10.8%), and CVS (+6.9%) appear disconnected from this structural headwind.
OPTUM PUBLIC SECTOR SOLUTIONS, INC.: $1.1B Department of Veterans Affairs Contract
Optum Public Sector Solutions, a subsidiary of UnitedHealth Group ($UNH), secured a $1.1 billion contract from the Department of Veterans Affairs, indicating significant revenue for its parent company in the healthcare technology sector. This award aligns with legislative efforts to enhance healthcare services for veterans and modernize federal health IT infrastructure.
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.