Julie Johnson
Julie Johnson (D-TX) sold $1K-$15K of $COF (Capital One Financial Corporation Common Stock) on May 19, 2025, part of 5 transactions in this filing (3 buys, 1 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.
Suspicious Timing Detected
5 flagsRepresentative Johnson bought $1,001 - $15,000 in General Dynamics (GD) on May 2, 2025, 19 days before HR3565, a bill that would restrict defense article transfers to Israel, was introduced.
Representative Johnson bought $1,001 - $15,000 in General Dynamics (GD) on May 2, 2025, 82 days before the Coast Guard Authorization Act of 2025 (HR4275), a bill that would benefit defense contractors, was introduced.
Representative Johnson bought $1,001 - $15,000 in General Dynamics (GD) on May 2, 2025, 88 days before the Intelligence Authorization Act for Fiscal Year 2026 (S2342), a bill authorizing appropriations for intelligence activities, was introduced.
Representative Johnson bought $1,001 - $15,000 in General Dynamics (GD) on May 2, 2025, 3 days after the Secure Space Act of 2025 (HR2458), a bill that would create a protected domestic market for U.S. satellite providers, was introduced.
Representative Johnson bought $1,001 - $15,000 in General Dynamics (GD) on May 2, 2025, 31 days after the Taiwan Allies Fund Act (HR2559) 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 | Trade Price | Current | Change | Date |
|---|---|---|---|---|---|---|---|
| BUY | $FIS | Fidelity National Information Services, Inc. Common Stock | $1K-$15K | $78.71 | — | — | May 15, 2025 |
| BUY | $GD | General Dynamics Corporation Common Stock | $1K-$15K | $273.03 | — | — | May 2, 2025 |
| BUY | $BK | The Bank of New York Mellon Corporation Common Stock | $1K-$15K | — | — | — | May 15, 2025 |
| EXCHANGE | $COF | Capital One Financial Corporation Common Stock | $1K-$15K | $197.41 | — | — | May 19, 2025 |
| PARTIAL SELL | $MS | Morgan Stanley Common Stock | $1K-$15K | $132.51 | — | — | May 15, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Intelligence Authorization Act for Fiscal Year 2026
The Intelligence Authorization Act for Fiscal Year 2026 (S. 2342) has been reported by the Senate Intelligence Committee and placed on the legislative calendar. The bill authorizes spending ceilings for FY2026 intelligence activities, providing structural revenue visibility for defense and intelligence contractors despite a 30-day selloff across defense primes. Actual funding requires a separate appropriations bill, but the authorization is a strong signal of Congressional intent supporting continued investment in intelligence technology, CPED modernization, and counter-UAS systems.
H.R. 1 — Budget Reconciliation Act (One Big Beautiful Bill)
H.R. 1 signed into law July 4, 2025, with agricultural and defense titles that structurally benefit ADM via stabilized commodity pricing and GD via authorized shipbuilding growth. However, 10 months post-enactment, market price action for both stocks (ADM +7.89% 7-day to $74.69; GD +9.59% 7-day to $343.24) is detached from this legislation, indicating other factors dominate.
GENERAL DYNAMICS MISSION SYSTEMS, INC.: $12.1M Department of the Interior Contract
General Dynamics Mission Systems, a subsidiary of General Dynamics ($GD), secured a $12.1 million contract for Landsat flight operations and maintenance, representing a minor revenue contribution but reinforcing its position in critical government IT services.
Proposing a balanced budget amendment to the Constitution of the United States.
H.J. Res. 110 is a procedural introduction of a balanced budget constitutional amendment with zero near-term market impact. The bill was referred to the House Judiciary Committee on July 23, 2025, and has had no further action. No committee hearings, no companion Senate bill, and no mechanism to allocate or appropriate any funds exist. Retail investors should ignore this bill as a market signal.
Unclaimed Retirement Rescue Plan
H.R. 5325 is an early-stage, bipartisan bill from September 2025 that would allow voluntary transfer of unclaimed retirement distributions to state unclaimed property programs. It creates no new revenue, spending, or liabilities — market impact is minimal to zero. The bill remains in committee with no further action in over seven months, making it legislative noise for retail investors.
Great Lakes Icebreaker Act of 2025
The Great Lakes Icebreaker Act of 2025 is a procedural authorization bill that orders the Coast Guard to develop a strategy for building a new icebreaker. It provides zero funding and zero contracts, so there is no near-term financial impact on any company. Stock moves in $HII and peers are driven by broader defense trends, not this bill.
Small Nonprofit Retirement Security Act of 2025
HR4548 opens the tax-exempt small employer market (1.3M 501(c) organizations) to retirement plan subsidies for the first time, creating a new customer acquisition opportunity for payroll and retirement administration providers ADP and PAYX. The bill is in early legislative stages with bipartisan sponsorship.
Coast Guard Authorization Act of 2025
HR4275, the Coast Guard Authorization Act of 2025, is an early-stage authorization bill that sets spending ceilings for Coast Guard operations and ship/aircraft acquisitions. The bill has bipartisan sponsorship, passed committee markup 60-0, and establishes revenue visibility for shipbuilders $HII and $GD as well as aerospace contractors $BA, $RTX, and $LMT. However, authorization is not appropriation; actual funding requires separate appropriations bills, and the bill remains early in the legislative process.
Secure Space Act of 2025
The Secure Space Act of 2025 (HR2458) creates a protected domestic satellite market by barring FCC licenses to foreign entities of concern. Pure-play U.S. satellite operator IRDM is the clearest beneficiary, with a direct revenue tailwind from reduced competition. Incumbent carriers T, VZ, and TMUS face neutral near-term impact from supply constraints but gain long-term insulation for domestic satellite partnerships, with TMUS holding a relative advantage via its SpaceX/Starlink partnership. The bill passed the House on 2025-04-28 under suspension of the rules and awaits Senate action.
To provide for a limitation on the transfer of defense articles and defense services to Israel.
HR3565, a bill restricting the transfer of specific bombs and artillery ammunition to Israel, is in early legislative stages but introduces headline risk for defense primes with Israeli exposure. Actual market data shows LMT down 15.87% over 30 days, RTX down 9.55%, and defense stocks broadly under pressure, though this is only one factor among many. The bill faces an uphill path through committee and full chambers, but the restriction mechanism is specific and actionable.
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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.