Elected Trades

All politicians

Julie Johnson

Updated Sep 14, 2026

Democrat · House TX32

Wikipedia biography ↗Years Elected: About 1.7Rank: #13

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

13.55%

Cumulative estimated return

SPY: 14.60%
Outperformance: -1.05 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 374 sales exceeding observed holdings (unmatched amount omitted).
  • 30 rows without a saved price.

3 years

86.61%

Cumulative estimated return

SPY: 48.56%
Outperformance: 38.05 percentage points

2024-03-15 – 2026-09-15

Missing information
  • 374 sales exceeding observed holdings (unmatched amount omitted).
  • 30 rows without a saved price.
  • Available investment history starts 2024-03-15.

5 years

86.61%

Cumulative estimated return

SPY: 48.56%
Outperformance: 38.05 percentage points

2024-03-15 – 2026-09-15

Missing information
  • 374 sales exceeding observed holdings (unmatched amount omitted).
  • 30 rows without a saved price.
  • Available investment history starts 2024-03-15.

As of Sep 15, 2026. 504 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
MMMJointNoneUnavailableUnavailableUnavailableUnavailable
ABTJointNoneUnavailableUnavailableUnavailableUnavailable
ABBVJointNoneUnavailableUnavailable$263.04Sep 15, 2026Unavailable
ACNJointNoneUnavailableUnavailable$193.40Sep 15, 2026Unavailable
APDJointNoneUnavailableUnavailable$290.56Sep 15, 2026Unavailable
GOOGJointNoneUnavailableUnavailable$341.43Sep 15, 2026Unavailable
AXPJointNoneUnavailableUnavailableUnavailableUnavailable
ADIJointNoneUnavailableUnavailable$361.35Sep 15, 2026Unavailable
AJGJointNoneUnavailableUnavailable$248.04Sep 15, 2026Unavailable
BACJointNoneUnavailableUnavailable$59.52Sep 15, 2026Unavailable
BLKJointNoneUnavailableUnavailable$1058.66Sep 15, 2026Unavailable
BXJointNoneUnavailableUnavailable$126.70Sep 15, 2026Unavailable
BMYJointNoneUnavailableUnavailable$63.73Sep 15, 2026Unavailable
COFJointNoneUnavailableUnavailable$206.85Sep 15, 2026Unavailable
SCHWJointNoneUnavailableUnavailableUnavailableUnavailable
CVXJointNoneUnavailableUnavailable$217.77Sep 15, 2026Unavailable
CBJointNoneUnavailableUnavailableUnavailableUnavailable
CMEJointNoneUnavailableUnavailable$275.09Sep 15, 2026Unavailable
CMSJointNoneUnavailableUnavailableUnavailableUnavailable
CMCSAJointNoneUnavailableUnavailable$24.42Sep 15, 2026Unavailable
COPJointNoneUnavailableUnavailable$141.22Sep 15, 2026Unavailable
DEJointNoneUnavailableUnavailable$684.04Sep 15, 2026Unavailable
DOVJointNoneUnavailableUnavailable$188.97Sep 15, 2026Unavailable
ETNJointNoneUnavailableUnavailable$392.40Sep 15, 2026Unavailable
LLYJointNoneUnavailableUnavailable$1136.11Sep 15, 2026Unavailable
EOGJointNoneUnavailableUnavailable$153.74Sep 15, 2026Unavailable
XOMJointNoneUnavailableUnavailableUnavailableUnavailable
GDJointNoneUnavailableUnavailable$358.60Sep 15, 2026Unavailable
GSJointNoneUnavailableUnavailable$976.67Sep 15, 2026Unavailable
HDJointNoneUnavailableUnavailableUnavailableUnavailable
IBMJointNoneUnavailableUnavailableUnavailableUnavailable
JNJJointNoneUnavailableUnavailableUnavailableUnavailable
MCDJointNoneUnavailableUnavailable$252.78Sep 15, 2026Unavailable
MSFTJointNoneUnavailableUnavailable$497.12Sep 15, 2026Unavailable
MDLZJointNoneUnavailableUnavailable$62.10Sep 15, 2026Unavailable
MSJointNoneUnavailableUnavailable$206.28Sep 15, 2026Unavailable
NEEJointNoneUnavailableUnavailable$81.07Sep 15, 2026Unavailable
NSCJointNoneUnavailableUnavailable$320.22Sep 15, 2026Unavailable
NXPIJointNoneUnavailableUnavailableUnavailableUnavailable
PHJointNoneUnavailableUnavailableUnavailableUnavailable
PEPJointNoneUnavailableUnavailable$135.50Sep 15, 2026Unavailable
PMJointNoneUnavailableUnavailable$194.11Sep 15, 2026Unavailable
PNCJointNoneUnavailableUnavailable$240.78Sep 15, 2026Unavailable
PPGJointNoneUnavailableUnavailableUnavailableUnavailable
PGJointNoneUnavailableUnavailableUnavailableUnavailable
RSGJointNoneUnavailableUnavailable$223.04Sep 15, 2026Unavailable
RTXJointNoneUnavailableUnavailable$195.50Sep 15, 2026Unavailable
STXJointNoneUnavailableUnavailable$771.81Sep 15, 2026Unavailable
TXNJointNoneUnavailableUnavailable$263.43Sep 15, 2026Unavailable
BKJointNoneUnavailableUnavailableUnavailableUnavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) [ST]joint38.436223877011770357914965179886.18
Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) [ST]joint31.1315615393595081520681738613111.68
Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary Shares (AON) [ST]joint22.672013148945817274994332356907.48
Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]joint64.6583109519546404058490003033412.83
Merrill Lynch Tax Efficient Core ⇒ Church & Dwight Company, Inc. (CHD) [ST]joint95.414430530709600477042337519017.62
Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A (CME) [ST]joint29.297275523656071480884722438059.39
Merrill Lynch Tax Efficient Core ⇒ Costco Wholesale Corporation (COST) [ST]joint9.2776631027205046733307048268362.42
Merrill Lynch Tax Efficient Core ⇒ Duke Energy Corporation (DUK) [ST]joint68.257827830389898472826550648038.72
Merrill Lynch Tax Efficient Core ⇒ Devon Energy Corporation (DVN) [ST]joint218.413868413868413868413868411211.18
Merrill Lynch Tax Efficient Core ⇒ Evergy, Inc. (EVRG) [ST]joint110.36694716512622430680093818851.43
Merrill Lynch Tax Efficient Core ⇒ Fastenal Company - Common Stock (FAST) [ST]joint199.36456516321953650635434849850.60
Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class B Common Stock (FOX) [ST]joint123.21731095025411982134606507434.93
Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class A Common Stock (FOXA) [ST]joint109.49089913781305597372382657398.30
Merrill Lynch Tax Efficient Core ⇒ Corning Incorporated Common Stock (GLW) [ST]joint91.3716308816811329374143444513118.23
Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]joint557.6816443594646271510516252190409.24
Merrill Lynch Tax Efficient Core ⇒ Garmin Ltd. Common Stock (GRMN) [ST]joint39.4404732561005669213704707911002.71
Merrill Lynch Tax Efficient Core ⇒ Goldman Sachs Group, Inc. (GS) [ST]joint9.1018202502844141069397042098889.47
Merrill Lynch Tax Efficient Core ⇒ W.W. Grainger, Inc. (GWW) [ST]joint7.92874485902581636192458252810065.78
The Hershey Company Common Stock (HSY) [ST]joint5.55438428412614144573964830946.58
Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation (KIM) [ST]joint394.69659595461272816970892959074.07
Merrill Lynch Tax Efficient Core ⇒ Lowe's Companies, Inc. (LOW) [ST]joint33.175070492619008127384309176456.20
Merrill Lynch Tax Efficient Core ⇒ Masco Corporation (MAS) [ST]joint126.07154112826977623699968488683.81
Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) [ST]joint106.339364591172332558976540326880.46
Merrill Lynch Tax Efficient Core ⇒ Moody's Corporation Common Stock (MCO) [ST]joint15.661152980326906136830772247316.26
Merrill Lynch Tax Efficient Core ⇒ Newmont Corporation (NEM) [ST]joint80.125187781672508763144717089950.75
Merrill Lynch Tax Efficient Core ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]joint14.030795671770049630837761537453.86
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]joint32.397514720440867215345087475590.52
Merrill Lynch Tax Efficient Core ⇒ QUALCOMM Incorporated (QCOM) [ST]joint46.772873428821981876644256078783.95
Merrill Lynch Tax Efficient Core ⇒ Raymond James Financial, Inc. Common Stock (RJF) [ST]joint49.987503905029678225554514218435.39
SBA Communications Corporation - Class A Common Stock (SBAC) [ST]joint4.26770022133469889978746239781.59
Merrill Lynch Tax Efficient Core ⇒ TJX Companies, Inc. (TJX) [ST]joint52.083197708482520669227263856489.57
Merrill Lynch Tax Efficient Core ⇒ United Airlines Holdings, Inc. - Common Stock (UAL) [ST]joint71.548023609372205329994634237649.91
Merrill Lynch Tax Efficient Core ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]joint17.647123698605964355037938949081.74
Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST]joint277.60235947258848022206800837781.19

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

1089 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
ABT — Abbott Laboratories Common Stock (ABT) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
joint · S · $1,001 - $15,000

May 12, 2026Sep 11, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · S · $1,001 - $15,000

May 12, 2026Sep 11, 2026
MMM — Chase Brokerage Account (3935) ⇒ 3M Company Common Stock (MMM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 649 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
ABT — Chase Brokerage Account (3935) ⇒ Abbott Laboratories Common Stock (ABT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 650 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
ABBV — Chase Brokerage Account (3935) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 651 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
APD — Chase Brokerage Account (3935) ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 652 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
GOOG — Chase Brokerage Account (3935) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 653 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
AXP — Chase Brokerage Account (3935) ⇒ American Express Company Common Stock (AXP) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 654 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
ADI — Chase Brokerage Account (3935) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 655 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
BK — Chase Brokerage Account (3935) ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 656 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
BAC — Chase Brokerage Account (3935) ⇒ Bank of America Corporation Common Stock (BAC) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 657 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
BX — Chase Brokerage Account (3935) ⇒ Blackstone Inc. Common Stock (BX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 658 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
BMY — Chase Brokerage Account (3935) ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 659 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
COF — Chase Brokerage Account (3935) ⇒ Capital One Financial Corporation Common Stock (COF) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 660 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
CARR — Chase Brokerage Account (3935) ⇒ Carrier Global Corporation Common Stock (CARR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 661 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
SCHW — Chase Brokerage Account (3935) ⇒ Charles Schwab Corporation (SCHW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 662 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
CVX — Chase Brokerage Account (3935) ⇒ Chevron Corporation Common Stock (CVX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 663 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
CI — Chase Brokerage Account (3935) ⇒ The Cigna Group Common Stock (CI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 664 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
CME — Chase Brokerage Account (3935) ⇒ CME Group Inc. - Class A Common Stock (CME) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 665 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
CMS — Chase Brokerage Account (3935) ⇒ CMS Energy Corporation Common Stock (CMS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 666 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
CMCSA — Chase Brokerage Account (3935) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 667 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
COP — Chase Brokerage Account (3935) ⇒ ConocoPhillips Common Stock (COP) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 668 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
DHR — Chase Brokerage Account (3935) ⇒ Danaher Corporation Common Stock (DHR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 669 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
DE — Chase Brokerage Account (3935) ⇒ Deere & Company Common Stock (DE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 670 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
DOV — Chase Brokerage Account (3935) ⇒ Dover Corporation Common Stock (DOV) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 671 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
ETN — Chase Brokerage Account (3935) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 672 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
LLY — Chase Brokerage Account (3935) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 673 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
EOG — Chase Brokerage Account (3935) ⇒ EOG Resources, Inc. Common Stock (EOG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 674 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
FIS — Chase Brokerage Account (3935) ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 675 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
AJG — Chase Brokerage Account (3935) ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 676 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
GD — Chase Brokerage Account (3935) ⇒ General Dynamics Corporation Common Stock (GD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 677 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
GS — Chase Brokerage Account (3935) ⇒ Goldman Sachs Group, Inc. (GS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 678 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
HD — Chase Brokerage Account (3935) ⇒ Home Depot, Inc. (HD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 679 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
IBM — Chase Brokerage Account (3935) ⇒ International Business Machines Corporation Common Stock (IBM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 680 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
JNJ — Chase Brokerage Account (3935) ⇒ Johnson & Johnson Common Stock (JNJ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 681 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
MCD — Chase Brokerage Account (3935) ⇒ McDonald's Corporation Common Stock (MCD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 682 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
MDT — Chase Brokerage Account (3935) ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 683 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
MRK — Chase Brokerage Account (3935) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 684 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
MSFT — Chase Brokerage Account (3935) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 685 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
MDLZ — Chase Brokerage Account (3935) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 686 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
MS — Chase Brokerage Account (3935) ⇒ Morgan Stanley Common Stock (MS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 687 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
NEE — Chase Brokerage Account (3935) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 688 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
NSC — Chase Brokerage Account (3935) ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 689 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
NXPI — Chase Brokerage Account (3935) ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 690 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
PKG — Chase Brokerage Account (3935) ⇒ Packaging Corporation of America Common Stock (PKG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 691 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
PEP — Chase Brokerage Account (3935) ⇒ Pepsico, Inc. (PEP) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 692 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
PM — Chase Brokerage Account (3935) ⇒ Philip Morris International Inc Common Stock (PM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 693 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
PG — Chase Brokerage Account (3935) ⇒ Procter & Gamble Company (PG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 694 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
PGR — Chase Brokerage Account (3935) ⇒ Progressive Corporation (PGR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 695 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026
RSG — Chase Brokerage Account (3935) ⇒ Republic Services, Inc. Common Stock (RSG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 696 · Annual
joint · S · $1,001 - $15,000

Dec 18, 2025Sep 14, 2026

All disclosures

22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 13, 2026Julie Johnson — Annual report filed 2026-08-13
Annual		Dec 31, 2025Needs review
Aug 5, 2026Julie Johnson — PTR filed 2026-08-05
Ptr		Not establishedNeeds review
Jun 12, 2026Julie Johnson — PTR filed 2026-06-12
Ptr		Not establishedParsed
Apr 6, 2026Julie Johnson — Financial disclosure (X) filed 2026-04-06
Financial		Not establishedParsed
Jan 15, 2026Julie Johnson — PTR filed 2026-01-15
Ptr		Not establishedParsed
Dec 11, 2025Julie Johnson — PTR filed 2025-12-11
Ptr		Not establishedParsed
Nov 14, 2025Julie Johnson — PTR filed 2025-11-14
Ptr		Not establishedParsed
Oct 7, 2025Julie Johnson — PTR filed 2025-10-07
Ptr		Not establishedParsed
Sep 11, 2025Julie Johnson — PTR filed 2025-09-11
Ptr		Not establishedParsed
Aug 14, 2025Julie Johnson — PTR filed 2025-08-14
Ptr		Not establishedParsed
Aug 12, 2025Julie Johnson — Financial disclosure (H) filed 2025-08-12
Financial		Not establishedNeeds review
Jul 14, 2025Julie Johnson — PTR filed 2025-07-14
Ptr		Not establishedParsed
Jun 13, 2025Julie Johnson — PTR filed 2025-06-13
Ptr		Not establishedParsed
May 14, 2025Julie Johnson — PTR filed 2025-05-14
Ptr		Not establishedParsed
Apr 22, 2025Julie Johnson — Financial disclosure (X) filed 2025-04-22
Financial		Not establishedParsed
Apr 14, 2025Julie Johnson — PTR filed 2025-04-14
Ptr		Not establishedParsed
Mar 12, 2025Julie Johnson — PTR filed 2025-03-12
Ptr		Not establishedParsed
Feb 12, 2025Julie Johnson — PTR filed 2025-02-12
Ptr		Not establishedParsed
Aug 13, 2024Julie Johnson — Financial disclosure (C) filed 2024-08-13
Financial		Not establishedNeeds review
May 8, 2024Julie Johnson — Financial disclosure (X) filed 2024-05-08
Financial		Not establishedParsed
Oct 13, 2023Julie Johnson — Financial disclosure (C) filed 2023-10-13
Financial		Not establishedNeeds review
Jul 18, 2023Julie Johnson — Financial disclosure (X) filed 2023-07-18
Financial		Not establishedParsed