Elected Trades

All politicians

Julie Johnson

Updated Sep 14, 2026

Democrat · House TX32

Wikipedia biography ↗Years Elected: About 1.7Rank: #31

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

10.62%

Cumulative estimated return

SPY: 14.60%
Outperformance: -3.98 percentage points

2025-09-15 – 2026-09-15

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

3 years

60.47%

Cumulative estimated return

SPY: 77.18%
Outperformance: -16.71 percentage points

2023-09-29 – 2026-09-15

Missing information
  • 56 rows without a saved price.
  • 165 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2023-09-29.

5 years

60.47%

Cumulative estimated return

SPY: 77.18%
Outperformance: -16.71 percentage points

2023-09-29 – 2026-09-15

Missing information
  • 56 rows without a saved price.
  • 165 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2023-09-29.

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
TXNMJointNoneUnavailableUnavailable$58.54Sep 16, 2026Unavailable
UBERJointNoneUnavailableUnavailable$70.97Sep 16, 2026Unavailable
UDRJointNoneUnavailableUnavailable$34.40Sep 16, 2026Unavailable
PRKSJointNoneUnavailableUnavailable$36.13Sep 16, 2026Unavailable
VRSNJointNoneUnavailableUnavailable$298.46Sep 16, 2026Unavailable
VRSKJointNoneUnavailableUnavailable$181.75Sep 16, 2026Unavailable
VICIJointNoneUnavailableUnavailable$24.53Sep 16, 2026Unavailable
VJointNoneUnavailableUnavailable$370.93Sep 16, 2026Unavailable
GWWJointNoneUnavailableUnavailable$1258.26Sep 16, 2026Unavailable
WMJointNoneUnavailableUnavailable$214.00Sep 16, 2026Unavailable
WBSJointNoneUnavailableUnavailableUnavailableUnavailable
WYJointNoneUnavailableUnavailable$21.81Sep 16, 2026Unavailable
WTWJointNoneUnavailableUnavailable$312.91Sep 16, 2026Unavailable
WDAYJointNoneUnavailableUnavailable$187.76Sep 16, 2026Unavailable
XELJointNoneUnavailableUnavailable$72.71Sep 16, 2026Unavailable
ABTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ABBVJoint$1,001 - $15,000UnavailableUnavailable$262.51Sep 16, 2026Unavailable
ACNJoint$1,001 - $15,000UnavailableUnavailable$189.64Sep 16, 2026Unavailable
AMDJoint$15,001 - $50,000UnavailableUnavailable$512.50Sep 16, 2026Unavailable
APDJoint$1,001 - $15,000UnavailableUnavailable$287.08Sep 16, 2026Unavailable
ALLJoint$1,001 - $15,000UnavailableUnavailable$254.85Sep 16, 2026Unavailable
GOOGLJoint$15,001 - $50,000UnavailableUnavailable$342.87Sep 16, 2026Unavailable
GOOGJoint$100,001 - $250,000UnavailableUnavailable$339.36Sep 16, 2026Unavailable
AMZNJoint$50,001 - $100,000UnavailableUnavailable$245.96Sep 16, 2026Unavailable
AXPJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
AMPJoint$1,001 - $15,000UnavailableUnavailable$540.86Sep 16, 2026Unavailable
AMEJoint$1,001 - $15,000UnavailableUnavailable$232.19Sep 16, 2026Unavailable
AMGNJoint$1,001 - $15,000UnavailableUnavailable$376.35Sep 16, 2026Unavailable
ADIJoint$1,001 - $15,000UnavailableUnavailable$362.04Sep 16, 2026Unavailable
ANSSJointNoneUnavailableUnavailableUnavailableUnavailable
AONJoint$1,001 - $15,000UnavailableUnavailable$300.57Sep 16, 2026Unavailable
AAPLJoint$100,001 - $250,000UnavailableUnavailable$332.41Sep 16, 2026Unavailable
AMATJoint$1,001 - $15,000UnavailableUnavailable$415.38Sep 16, 2026Unavailable
TJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ADSKJoint$1,001 - $15,000UnavailableUnavailable$220.31Sep 16, 2026Unavailable
ADPJoint$1,001 - $15,000UnavailableUnavailable$273.19Sep 16, 2026Unavailable
BKRJoint$1,001 - $15,000UnavailableUnavailable$56.32Sep 16, 2026Unavailable
BRK.BJoint$15,001 - $50,000UnavailableUnavailable$519.80Sep 16, 2026Unavailable
TECHJoint$1,001 - $15,000UnavailableUnavailable$72.33Sep 16, 2026Unavailable
BLKJoint$1,001 - $15,000UnavailableUnavailable$1037.24Sep 16, 2026Unavailable
BKNGJoint$1,001 - $15,000UnavailableUnavailable$171.40Sep 16, 2026Unavailable
BSXJoint$15,001 - $50,000UnavailableUnavailable$43.91Sep 16, 2026Unavailable
AVGOJoint$50,001 - $100,000UnavailableUnavailable$339.51Sep 16, 2026Unavailable
BRJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CPTJointNoneUnavailableUnavailableUnavailableUnavailable
CPJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
COFJoint$15,001 - $50,000UnavailableUnavailable$203.19Sep 16, 2026Unavailable
CCLJoint$1,001 - $15,000UnavailableUnavailable$22.35Sep 16, 2026Unavailable
CATJoint$1,001 - $15,000UnavailableUnavailable$782.72Sep 16, 2026Unavailable
CBREJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable

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 ⇒ Franklin Resources, Inc. Common Stock (BEN) [ST]joint344.849137931034482758620689711480.03
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 ⇒ Charter Communications, Inc. - Class A (CHTR) [ST]joint18.190396071120003637851848482568.48
Merrill Lynch Tax Efficient Core ⇒ Clorox Company (CLX) [ST]joint61.044559743628872272241721355320.64
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 ⇒ Campbell Soup Company (CPB) [ST]joint194.75413826679649464459591044159.95
Merrill Lynch Tax Efficient Core ⇒ Caesars Entertainment, Inc. - Common Stock (CZR) [ST]joint200.01255930.37
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
Estee Lauder Companies, Inc. (EL) [ST]joint68.86577387359675316552206866628.33
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
Merrill Lynch Tax Efficient Core ⇒ Huntington Bancshares Incorporated (HBAN) [ST]joint769.278846153846153846153846212885.42
Merrill Lynch Tax Efficient Core ⇒ Hormel Foods Corporation (HRL) [ST]joint210.37338942939784380752037864373.66
Henry Schein, Inc. - Common Stock (HSIC) [ST]joint6.9694630593208464923913487609.97
The Hershey Company Common Stock (HSY) [ST]joint5.55438428412614144573964830946.58
Merrill Lynch Tax Efficient Core ⇒ IDEX Corporation Common Stock (IEX) [ST]joint39.129903159542208744986794488719.71
Merrill Lynch Tax Efficient Core ⇒ IQVIA Holdings, Inc. (IQV) [ST]joint35.689432127403309987955569439624.37
Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation (KIM) [ST]joint394.69659595461272816970892959074.07
Merrill Lynch Long Term Growth ⇒ LKQ Corporation - Common Stock (LKQ) [ST]joint182.65981735159817351598173524274.24
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]joint44.236226973595277408055434618101.42
Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) [ST]joint80.077069362426183565208687828631.51
Merrill Lynch Long Term Growth ⇒ Atlassian Corporation - Class A (TEAM) [ST]joint2.758335629650041333700744007523.56
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 Long Term Growth ⇒ Vishay Intertechnology, Inc. (VSH) [ST]joint344.700560103403705299439896610833.94
Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST]joint277.60235947258848022206800837781.19
WEC Energy Group, Inc. Common Stock (WEC) [ST]joint25.26144194044007017340801832614.81
Merrill Lynch Tax Efficient Core ⇒ Exxon Mobil Corporation (XOM) [ST]joint66.4824663453548279873691208211256.81
Merrill Lynch Rollover IRA ⇒ American International Group, Inc. New (AIG) [ST]spouse103.71402644542390458905885407828.33
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Allstate Corporation (ALL) [ST]spouse71.8113275289471322143434162118470.59
Merrill Lynch Rollover IRA ⇒ American Tower Corporation (AMT) [ST]spouse37.987275058164379659085513516750.72
Merrill Lynch Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse29.9472015922451762711239702947660.37
Merrill Lynch Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST]spouse52.151098363861547487126002228440.66
Merrill Lynch Rollover IRA ⇒ Baxter International Inc. (BAX) [ST]spouse226.51472253680634201585503965370.66
Merrill Lynch Rollover IRA ⇒ Citizens Financial Group, Inc. (CFG) [ST]spouse209.437172774869109947643979114710.87
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ The Carlyle Group Inc. (CG) [ST]spouse265.268567639257294429708222810987.42
Merrill Lynch Rollover IRA ⇒ The Cigna Group (CI) [ST]spouse23.897069804952358194689208166903.86
Merrill Lynch Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]spouse223.03362980827666217133309355446.48
Merrill Lynch Rollover IRA ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) [ST]spouse111.84817559066126100936669937077.75
Merrill Lynch Rollover IRA ⇒ Caesars Entertainment, Inc. (CZR) [ST]spouse200.01255930.37
Merrill Lynch Rollover IRA ⇒ Diageo plc Common Stock (DEO) [ST]spouse60.770983668818837827573110525274.92
Merrill Lynch Rollover IRA ⇒ Danaher Corporation (DHR) [ST]spouse32.430077016619375760032428056789.56
Merrill Lynch Rollover IRA ⇒ First Citizens BancShares, Inc. - Class A (FCNCA) [ST]spouse18.5833952770312768025616101540147.94
Merrill Lynch Rollover IRA ⇒ FNF Group of Fidelity National Financial, Inc. (FNF) [ST]spouse159.32744758763248593555153466949.86
Merrill Lynch Rollover IRA ⇒ Fox Corporation - Class A (FOXA) [ST]spouse223.915477190036383991043940715129.97
Merrill Lynch Rollover IRA ⇒ Fortrea Holdings Inc. (FTRE) [ST]spouse307.71153846153846153846153856071.15
Merrill Lynch Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]spouse174.004176035978156119498875759410.25
Merrill Lynch Rollover IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST]spouse16.6718763024089355672251396216282.92
Merrill Lynch Rollover IRA ⇒ Helmerich & Payne, Inc. Common Stock (HP) [ST]spouse212.77925531914893617021276609245.26
Merrill Lynch Rollover IRA ⇒ The Kraft Heinz Company (KHC) [ST]spouse249.46990957280947926410975996169.39
Merrill Lynch Rollover IRA ⇒ Leidos Holdings, Inc. (LDOS) [ST]spouse53.365128068303094983991462116896.91
Merrill Lynch Rollover IRA ⇒ Lear Corporation (LEA) [ST]spouse67.355615423471964977268900498498.93
Merrill Lynch Rollover IRA ⇒ L3Harris Technologies, Inc. (LHX) [ST]spouse34.628202908587257617728531868645.28
Merrill Lynch Rollover IRA ⇒ Madrigal Pharmaceuticals, Inc. (MDGL) [ST]spouse27.9874763870426082697824109714644.73
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Novo Nordisk A/S (NVO) [ST]spouse87.975588299978007477457664393741.60
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Public Service Enterprise Group Incorporated (PEG) [ST]spouse140.58162010191530486733438769899.76
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Rivian Automotive, Inc. - Class A (RIVN) [ST]spouse329.50988467874794069192751245120.58
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Raymond James Financial, Inc. (RJF) [ST]spouse79.6624514587274718709548939613443.04
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Charles Schwab Corporation (SCHW) [ST]spouse145.728597449908925318761384315708.09
Merrill Lynch Rollover IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]spouse123.293265526275235013099090816010.86
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Sherwin-Williams Company (SHW) [ST]spouse31.3683591452656341893746324310138.88
Merrill Lynch Rollover IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]spouse430.109943208606736240486965810288.23
Merrill Lynch Rollover IRA ⇒ SS&C Technologies Holdings, Inc. (SSNC) [ST]spouse122.50038278977185729597305169958.06
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Atlassian Corporation - Class A (TEAM) [ST]spouse39.702744280680859510694258357535.98
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ TJX Companies, Inc. (TJX) [ST]spouse90.0146264626462646264626462611215.82
Merrill Lynch Rollover IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]spouse16.369644391701108974096656718424.31
Merrill Lynch Rollover IRA ⇒ Workday, Inc. - Class A (WDAY) [ST]spouse34.781758107990609512216329016631.84
Merrill Lynch Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST]spouse30.280837212823133113810983699749.52

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
LHX — Merrill Lynch Long Term Growth ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 295 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
PNR — Merrill Lynch Long Term Growth ⇒ Pentair plc. Ordinary Share (PNR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 296 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
JPM — Merrill Lynch Long Term Growth ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 297 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
RS — Merrill Lynch Long Term Growth ⇒ Reliance, Inc. Common Stock (RS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 298 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
PGR — Merrill Lynch Long Term Growth ⇒ Progressive Corporation (PGR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 299 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
MAS — Merrill Lynch Long Term Growth ⇒ Masco Corporation Common Stock (MAS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 300 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
ETN — Merrill Lynch Long Term Growth ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 301 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
CVX — Merrill Lynch Long Term Growth ⇒ Chevron Corporation Common Stock (CVX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 302 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
DFS — Merrill Lynch Long Term Growth ⇒ Discover Financial Services Common Stock (DFS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 303 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
DTM — Merrill Lynch Long Term Growth ⇒ DT Midstream, Inc. Common Stock (DTM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 304 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
FI — Merrill Lynch Long Term Growth ⇒ Fiserv, Inc. Common Stock (FI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 305 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
ISRG — Merrill Lynch Long Term Growth ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 306 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
AZO — Merrill Lynch Long Term Growth ⇒ AutoZone, Inc. Common Stock (AZO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 307 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
HWM — Merrill Lynch Long Term Growth ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 308 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
HCA — Merrill Lynch Long Term Growth ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 309 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
CSL — Merrill Lynch Long Term Growth ⇒ Carlisle Companies Incorporated Common Stock (CSL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 310 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
CB — Merrill Lynch Long Term Growth ⇒ Chubb Limited Common Stock (CB) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 311 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
AAPL — Merrill Lynch Long Term Growth ⇒ Apple Inc. - Common Stock (AAPL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 312 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
ALL — Merrill Lynch Long Term Growth ⇒ Allstate Corporation (ALL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 313 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
AMZN — Merrill Lynch Long Term Growth ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 314 · Annual
joint · S · $15,001 - $50,000

Apr 7, 2025Sep 14, 2026
ADBE — Merrill Lynch Long Term Growth ⇒ Adobe Inc. - Common Stock (ADBE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 315 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
EQIX — Merrill Lynch Long Term Growth ⇒ Equinix, Inc. - Common Stock (EQIX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 316 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
BLBD — Merrill Lynch Long Term Growth ⇒ Blue Bird Corporation - Common Stock (BLBD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 317 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
HON — Merrill Lynch Long Term Growth ⇒ Honeywell International Inc. (HON) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 318 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
CRM — Merrill Lynch Long Term Growth ⇒ Salesforce, Inc. Common Stock (CRM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 319 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
GOOG — Merrill Lynch Long Term Growth ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 320 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
ASML — Merrill Lynch Long Term Growth ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 321 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
XOM — Merrill Lynch Long Term Growth ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 322 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
UBER — Merrill Lynch Long Term Growth ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 323 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
PANW — Merrill Lynch Long Term Growth ⇒ Palo Alto Networks, Inc. (PANW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 324 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
VICI — Merrill Lynch Long Term Growth ⇒ VICI Properties Inc. Common Stock (VICI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 325 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
TXNM — Merrill Lynch Long Term Growth ⇒ TXNM Energy, Inc. Common Stock (TXNM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 326 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
ORCL — Merrill Lynch Long Term Growth ⇒ Oracle Corporation Common Stock (ORCL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 327 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
WDAY — Merrill Lynch Long Term Growth ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 328 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
MDLZ — Merrill Lynch Long Term Growth ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 329 · Annual
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 14, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
ALL — Allstate Corporation (ALL) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 7 · Ptr
joint · S · $15,001 - $50,000

Apr 7, 2025Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
AZO — AutoZone, Inc. Common Stock (AZO) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
BLBD — Blue Bird Corporation - Common Stock (BLBD) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
CSL — Carlisle Companies Incorporated Common Stock (CSL) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 23 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
CVX — Chevron Corporation Common Stock (CVX) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 24 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
CB — Chubb Limited Common Stock (CB) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
DFS — Discover Financial Services Common Stock (DFS) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
DTM — DT Midstream, Inc. Common Stock (DTM) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 38 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 42 · Ptr
joint · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 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		Jul 14, 2024Parsed
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		Sep 30, 2023Parsed
Jul 18, 2023Julie Johnson — Financial disclosure (X) filed 2023-07-18
Financial		Not establishedParsed