Julie Johnson, U.S. Representative

Julie Johnson

DemocratTX32houseFiled Apr 14, 2025
12 total filings on record
Trades
19
Tickers
14
Max Value
$1K-$15K
Timing Flags
3

Price Movement Since Trade

How each stock has moved from the trade date to the most recent close.

Manufacturing & Industrial
Information Technology
$COF✓ GOOD CALL
Financials
Trade Day
$174.82
Mar 21, 2025
Current
$191.39
Apr 24, 2026
Change
+9.48%
+$16.57
Information Technology
$CI✓ SMART SELL
Health Care
Trade Day
$311.51
Mar 3, 2025
Current
$275.64
Apr 24, 2026
Change
-11.51%
$-35.87

Suspicious Timing Detected

3 flags
1.

Representative Johnson sold $1,001 - $15,000 in $ACN on March 3, 2025, 3 days before the "Chief Risk Officer Enforcement and Accountability Act" (HR1910) was introduced. This bill expands mandatory Chief Risk Officer requirements to all large banking institutions.

2.

Representative Johnson bought $1,001 - $15,000 in $COF on March 21, 2025, 17 days before HR2660, a bill to exempt qualified student loan bonds from the volume cap and alternative minimum tax, was introduced. This bill could reduce the cost of capital for student loan lenders and servicers.

3.

Representative Johnson sold $1,001 - $15,000 in $GOOGL on March 3, 2025, 38 days before the "Clean Cloud Act of 2025" (S1475) was introduced. This bill directly increases operational costs for energy-intensive data centers and cryptomining facilities through new emissions standards.

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.

Share This Filing

All Transactions

BUY$1K-$15K
$MMM3M Company Common Stock (MMM) [ST]
Mar 12, 2025 \u2022 joint
BUY$1K-$15K
$MMM3M Company Common Stock (MMM) [ST]
Mar 15, 2024 \u2022 joint
BUY$1K-$15K
$COFCapital One Financial Corporation Common Stock (COF) [ST]
$174.82 \u2192 $191.39+9.5%
Mar 21, 2025 \u2022 joint
BUY$1K-$15K
$CIThe Cigna Group Common Stock (CI) [ST]
$311.51 \u2192 $275.64-11.5%
Mar 19, 2025 \u2022 joint
PARTIAL SELL$1K-$15K
$ACNAccenture plc Class A Ordinary Shares S (partial) (ACN) [ST]
Mar 14, 2025 \u2022 joint
PARTIAL SELL$1K-$15K
$ACNAccenture plc Class A Ordinary Shares S (partial) (ACN) [ST]
Mar 12, 2025 \u2022 joint
SELL$1K-$15K
$ACNAccenture plc Class A Ordinary Shares S (ACN) [ST]
Mar 19, 2025 \u2022 joint
SELL$1K-$15K
$ACNAccenture plc Class A Ordinary Shares S (ACN) [ST]
Mar 3, 2025 \u2022 joint
SELL$1K-$15K
$AAgilent Technologies, Inc. Common Stock (A) [ST]
$126.33 \u2192 N/A
Mar 3, 2025 \u2022 joint
SELL$1K-$15K
$ALCAlcon Inc. Ordinary Shares (ALC) [ST]
$94.14 \u2192 N/A
Mar 3, 2025 \u2022 joint

Connected Legislative Activity

10 signals

These bills and contracts share tickers or sectors with this filing's trades.

BillHR1910bullish

Chief Risk Officer Enforcement and Accountability Act

HR1910 (Chief Risk Officer Enforcement and Accountability Act) is an early-stage bill that codifies existing Fed CRO regulations for large banks, with the structural change of extending requirements to privately held large banks. Publicly traded mega-banks (JPM, BAC, WFC, C, MS, GS) already comply — no new costs. The bill creates incremental demand for compliance consulting and software vendors like ACN, IBM, and ORCL but is in early committee stage with low passage probability.

Mar 6, 2025
ACNIBMORCL
BillHR2667bullish

Flexible Savings Arrangements for a Healthy Robust America Act

HR2667 would allow FSA/HRA funds to roll tax-free into HSAs upon HDHP enrollment, expanding the addressable market for HSA administrators and HDHP issuers. The bill is at early stage (referred to Ways and Means, no appropriations). Recent 30-day gains for UNH (+36.1%), HUM (+40.2%) and CVS (+16.4%) are driven by broader sector momentum, not this bill alone. Near-term market impact is limited due to early legislative stage.

Apr 7, 2025
CVSUNH
BillHR2559neutral

Taiwan Allies Fund Act

The Taiwan Allies Fund Act (HR2559) is an early-stage authorization bill with $0 funding that has been stalled in the House Foreign Affairs Committee for over a year with no legislative action. It carries zero near-term market impact for any traded security, including TSM, which remains driven by semiconductor fundamentals and real appropriations bills like the CHIPS Act.

Apr 1, 2025
TSM
BillHR2660bullish

To amend the Internal Revenue Code of 1986 to exempt qualified student loan bonds from the volume cap and the alternative minimum tax.

HR2660 would exempt qualified student loan bonds from state volume caps and the alternative minimum tax, reducing capital costs for private student lenders. The bill is in early stages (referred to House Ways and Means) with 5 cosponsors. SLM ($23.13) has gained 8.03% in 30 days and NAVI ($9.30) has gained 13.69%, reflecting positive market anticipation of favorable student lending policy.

Apr 7, 2025
NAVISLM
BillHR2048bullish

Metastatic Breast Cancer Access to Care Act

HR 2048 eliminates the 29-month cumulative waiting period for SSDI and Medicare for metastatic breast cancer patients. The bill is in early legislative stages (referred to Ways and Means), but the identical Senate companion (S3442) increases passage odds. Major health insurers ($UNH, $HUM, $CVS, $CI, $MOH, $CNC) would benefit from accelerated Medicare enrollment, bringing forward premium revenue. Over the past 7 days these tickers have rallied 3.4% to 28.5%, significantly outperforming the broad market, driven in part by sector-wide momentum around Medicare-related legislation.

Mar 11, 2025
CICNCCVSHUMMOHUNH
BillHR2413neutral

GREEN Appraisals Act of 2025

The GREEN Appraisals Act (HR2413) is an early-stage, zero-spending bill that requires lenders to notify borrowers about energy reports and appraisers to consider them. At this procedural stage with no funding or direct revenue for any public company, near-term market impact is negligible. Real market data shows RMAX has rallied +91% in 30 days and ZG has risen +5%, but the bill has no causal role in those trends.

Mar 27, 2025
BillS1475bearish

Clean Cloud Act of 2025

The Clean Cloud Act of 2025 (S1475) imposes emissions fees and reporting requirements on US cryptocurrency mining facilities exceeding 100 kW, directly increasing operating costs for MARA, RIOT, HUT, and CLSK. The bill is in early legislative stages (referred to committee) with no companion bill signed, meaning near-term impact is limited but the direction of regulatory pressure is clear. Hardware vendors SMCI, NVDA, and AMD face tempered demand risk from this customer segment if the bill advances.

Apr 10, 2025
CLSKHUTMARARIOT
BillS927bearish

Protecting Pharmacies in Medicaid Act

S927 (Protecting Pharmacies in Medicaid Act) is an early-stage Senate bill that prohibits spread pricing by PBMs in Medicaid. It shifts margin from PBM segments of UNH (Optum Rx) and CI (Express Scripts) to retail pharmacy operators. The bill faces significant hurdles — it has been referred to committee with only 3 cosponsors, no hearings, and no companion House bill. Market impact is minimal at this stage.

Mar 11, 2025
CI
BillS1439neutral

Federal Home Loan Banks' Mission Activities Act

The Federal Home Loan Banks' Mission Activities Act (S.1439) is in early legislative stages (referred to committee). The bill structurally benefits community-focused banks by lowering their cost of funds through expanded FHLB membership and subsidized financing authorization, but the primary winners are small CDFIs and credit unions — not the large super-regionals like RF, HBAN, FITB, USB, and PNC. For these larger institutions, the bill is net neutral: they gain access to cheaper FHLB funding for community lending but face increased mandatory affordable housing program contributions and greater competition from newly eligible CDFIs. Current price action for all five tickers shows positive 30-day momentum (up 6-9%), but this is consistent with the broader financial sector rally and is not attributable to this early-stage bill. No real immediate market impact.

Apr 10, 2025
FITBHBANPNCRFUSB
BillHR2823bearish

Climate Change Financial Risk Act of 2025

The Climate Change Financial Risk Act of 2025 (HR2823) would impose mandatory biennial climate risk capital evaluations and resolution plans on large U.S. banks. This creates direct compliance costs for JPMorgan, Bank of America, Citigroup, Goldman Sachs, and Morgan Stanley, while generating demand for consulting and IT services from Accenture and IBM. The bill is in early legislative stages with a companion bill in the Senate, but has low near-term passage probability given partisan dynamics and its early committee referral status.

Apr 10, 2025
ACNBACCGSIBMJPM

Other Filings by Julie Johnson

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.