Julie Johnson
Julie Johnson (D-TX) sold $1K-$15K of $MMM (3M Company Common Stock (MMM)) on Aug 14, 2025, part of 61 transactions in this filing (2 buys, 59 sells).
HillSignal flagged 4 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
4 flagsRepresentative Johnson sold $1,001 - $15,000 in $APD on 2025-08-14, 20 days before the 'Stop Chinese Fentanyl Act of 2025' (HR747) was introduced. This bill expands sanctions on Chinese entities involved in opioid and precursor production.
Representative Johnson sold $1,001 - $15,000 in $BX on 2025-08-14, 26 days before the 'Critical Infrastructure Security Act' (HR5236) was introduced. This bill expands CFIUS review to include critical infrastructure real estate.
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 | $CME | CME Group Inc. - Class A Common Stock (CME) | $1K-$15K | $274.70 | $285.47 | +3.9% | Aug 11, 2025 |
| BUY | $PKG | Packaging Corporation of America Common Stock (PKG) | $1K-$15K | $193.08 | — | — | Aug 4, 2025 |
| PARTIAL SELL | $MMM | 3M Company Common Stock (MMM) | $1K-$15K | — | $144.84 | — | Aug 14, 2025 |
| PARTIAL SELL | $ABT | Abbott Laboratories Common Stock (ABT) | $1K-$15K | $129.28 | — | — | Aug 14, 2025 |
| PARTIAL SELL | $ABBV | AbbVie Inc. Common Stock (ABBV) | $1K-$15K | $204.68 | — | — | Aug 14, 2025 |
| PARTIAL SELL | $APD | Air Products and Chemicals, Inc. Common Stock (APD) | $1K-$15K | $292.17 | — | — | Aug 14, 2025 |
| PARTIAL SELL | $AXP | American Express Company Common Stock (AXP) | $1K-$15K | $307.73 | $318.55 | +3.5% | Aug 14, 2025 |
| PARTIAL SELL | $ADI | Analog Devices, Inc. - Common Stock (ADI) | $1K-$15K | $236.21 | — | — | Aug 14, 2025 |
| PARTIAL SELL | $AJG | Arthur J. Gallagher & Co. Common Stock (AJG) | $1K-$15K | $293.41 | — | — | Aug 14, 2025 |
| PARTIAL SELL | $BAC | Bank of America Corporation Common Stock (BAC) | $1K-$15K | $47.71 | — | — | Aug 14, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
CRP Improvement and Flexibility Act of 2025
HR5111 is an early-stage procedural bill modifying CRP haying/grazing rules and adding a continuous enrollment practice. It authorizes zero new funding and remains in House subcommittee. Market impact on agriculture-sector tickers is negligible — $ADM, $CTVA, and $DE see no revenue effect based on the legislative text and status.
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 $1056.19 bucked the trend with a 7-day gain of 1.07%, reflecting its status as a potential beneficiary of capital rotation from illiquid to liquid assets. The bill remains stuck in committee with 32 cosponsors and no hearings — low probability of passage in the 119th Congress, but the market is already pricing structural risk.
PrEP and PEP are Prevention Act
The PrEP and PEP are Prevention Act (HR5127) mandates zero-cost coverage of HIV prevention drugs and associated lab monitoring across all US insurance programs. This early-stage bipartisan bill creates direct volume upside for Gilead ($GILD) on branded PrEP, Viatris ($VTRS) on generic PrEP, and Labcorp ($LH) on mandatory diagnostic services. Merck ($MRK) is excluded from the causal chain because its islatravir candidate is not FDA-approved and the bill only covers approved drugs.
Streamlining Rural Housing Act of 2025
HR4989 (Streamlining Rural Housing Act) is in early-stage committee referral with zero chance of near-term market impact. The bill requires HUD and USDA to negotiate an MOU on environmental review processes, authorizing no spending. Homebuilder and bank tickers are structurally exposed to a future regulatory easing but show no evidence of current revenue benefit. The real market data shows a broad homebuilder sell-off over the past 7 days (-5.8% to -7.6%) driven by macro factors, not this dormant legislation.
Energy and Water Development and Related Agencies Appropriations Act, 2026
H.R. 4553 directly appropriates $2.755 billion for Army Corps of Engineers civil works — $2.555B for construction and $200M for investigations — creating immediate demand for heavy equipment and construction materials. The bill has passed the House, is on the Senate Legislative Calendar, and has high passage probability given its advanced stage and bipartisan appropriations process. Caterpillar, Vulcan Materials, and Martin Marietta are structurally positioned to benefit from this direct federal spending.
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.
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.
Critical Infrastructure Security Act
HR5236 (Critical Infrastructure Security Act) is an early-stage bill that expands CFIUS review to foreign investment in real estate tied to critical infrastructure, including intelligence community facilities, national laboratories, and drinking water infrastructure. This introduces new regulatory friction for foreign capital flows into real estate assets owned by REITs like Prologis, American Tower, Equinix, and Crown Castle. The bill has zero funding attached, is still in committee with only 3 cosponsors, and faces a long legislative path.
Ensuring Patient Access to Critical Breakthrough Products Act
HR5343 would force Medicare to provide immediate 4-year coverage for FDA breakthrough devices, directly benefiting large medical device manufacturers by eliminating the current 1-3 year coverage lag. The bill passed the Ways & Means committee 37-3 but awaits floor action. Despite bearish recent price action (MDT -8.2%, ABT -11%, BDX -7.3% in 30 days), this bill represents a structural catalyst for device revenue acceleration.
Stop Chinese Fentanyl Act of 2025
HR747 (Stop Chinese Fentanyl Act) is an early-stage House bill expanding sanctions definitions for Chinese entities involved in opioid precursors. The bill has been reported by committee but faces a long legislative path. Market data shows chemicals ($DD, $ECL) are near 30-day lows while logistics ($UPS, $FDX, $CHRW) have rallied 12-15% in the last month, indicating no market pricing of this bill's risk. Impact score is low at 2 because the bill authorizes zero funding, remains early-stage, and would affect a narrow subset of US-China chemical trade.
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.