U.S. Representative
Julie Johnson
DHouseTexas · District 32
U.S. Representative (D) for Texas, 60 years old.
Tenure
Representative since 2025
Born
Kansas City, Wyandotte County, Kans., 1966
Prior career
- lawyer
Full biography
JOHNSON, Julie, a Representative from Texas; born in Kansas City, Wyandotte County, Kans., May 2, 1966; graduated from Auburn High School, Auburn, Ala., 1984; B.A., University of Texas at Austin, Austin, Tex., 1987; J.D., University of Houston, Houston Tex., 1991; lawyer, private practice; member of the Texas state house of representatives, 2019-2025; elected as a Democrat to the One Hundred Nineteenth Congress (January 3, 2025-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
#18/85
100
Total trades
$0
Volume YTD
29d
Avg hold
19
Conflicts
Track record by window
1 year
+$20.4K
+17.6%
Gross flow$1.9M
Trades232
Bought / Sold14·216
Open book6%
Public-record gap+17.0%
5 years
+$105.5K
+18.8%
Gross flow$4.1M
Trades496
Bought / Sold72·421
Open book15%
Public-record gap+21.2%
Best call · 1Y
↑bought
Alphabet (Class C) (GOOG)+$4.5K(+56.4%)
Bought at $251.34 on Oct 21, 2025 · now $393.11
Worst call · 1Y
↑bought
Danaher (DHR)−$1.2K(-15.4%)
Bought at $208.77 on Oct 7, 2025 · now $176.64
Disclosed trades · 100 of 493
All filings →●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Blackstone Inc. Common Stock (BX)(BX)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−4.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Analog Devices, Inc. - Common Stock (ADI)(ADI)$1K-$15K
28 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+30.8% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Deere & Company Common Stock (DE)(DE)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+12.8% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Dover Corporation Common Stock (DOV)(DOV)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+12.8% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Walmart Inc. - Common Stock (WMT)(WMT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+5.6% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Eli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Johnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Medtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
N
NextEra Energy, Inc. Common Stock (NEE)(NEE)$1K-$15K28 days to discloseJoint
Flat·+0.0%
+4.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
ConocoPhillips Common Stock (COP)(COP)$1K-$15K
28 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+31.1% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Charles Schwab Corporation (SCHW)(SCHW)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−4.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓soldDanaher Corporation Common Stock (DHR)(DHR)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Abbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Republic Services, Inc. Common Stock (RSG)(RSG)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+12.8% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
AbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Chevron Corporation Common Stock (CVX)(CVX)$1K-$15K
28 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+31.1% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
The Cigna Group Common Stock (CI)(CI)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 18, 2025
↓sold
Morgan Stanley Common Stock (MS)(MS)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−4.9% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldMorgan Stanley Common Stock (MS)(MS)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.1% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldAnalog Devices, Inc. - Common Stock (ADI)(ADI)$1K-$15K
28 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+29.2% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldDover Corporation Common Stock (DOV)(DOV)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+14.7% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldMedtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldRepublic Services, Inc. Common Stock (RSG)(RSG)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+14.7% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldCharles Schwab Corporation (SCHW)(SCHW)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.1% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldChevron Corporation Common Stock (CVX)(CVX)$1K-$15K
28 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+27.9% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldConocoPhillips Common Stock (COP)(COP)$1K-$15K
28 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+27.9% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldDanaher Corporation Common Stock (DHR)(DHR)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldDeere & Company Common Stock (DE)(DE)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+14.7% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓sold
N
NextEra Energy, Inc. Common Stock (NEE)(NEE)$1K-$15K28 days to discloseJoint
Flat·+0.0%
+1.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldThe Cigna Group Common Stock (CI)(CI)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldBlackstone Inc. Common Stock (BX)(BX)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.1% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldWalmart Inc. Common Stock (WMT)(WMT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+8.2% vs S&P 500●Filed Dec 11, 2025·traded Nov 13, 2025
↓soldAbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.8% vs S&P 500●Filed Dec 11, 2025·traded Nov 3, 2025
↓sold
Adobe Inc. - Common Stock (ADBE)(ADBE)$1K-$15K
38 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+22.6% vs S&P 500●Filed Nov 14, 2025·traded Oct 22, 2025
↓sold
A
Alaska Air Group, Inc. Common Stock (ALK)(ALK)$1K-$15K23 days to discloseJoint
Flat·+0.0%
+14.0% vs S&P 500●Filed Nov 14, 2025·traded Oct 22, 2025
↓soldDeere & Company Common Stock (DE)(DE)$1K-$15K
23 days to discloseJoint
Flat·+0.0%
+14.0% vs S&P 500●Filed Nov 14, 2025·traded Oct 22, 2025
↓sold
G
Gen Digital Inc. - Common Stock (GEN)(GEN)$1K-$15K23 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+29.7% vs S&P 500●Filed Nov 14, 2025·traded Oct 7, 2025
↑boughtDanaher Corporation Common Stock (DHR)(DHR)$1K-$15K
38 days to discloseJoint
Bad buy·−$1.2K-15.4%
−18.4% vs S&P 500●Filed Oct 7, 2025·traded Sep 25, 2025
↓sold
Honeywell International Inc. (HON)(HON)$1K-$15K
12 days to discloseJoint
Flat·+0.0%
+15.3% vs S&P 500●Filed Oct 7, 2025·traded Sep 25, 2025
↓soldThe Cigna Group Common Stock (CI)(CI)$1K-$15K
12 days to discloseJoint
Flat·+0.0%
+10.7% vs S&P 500●Filed Oct 7, 2025·traded Sep 25, 2025
↓sold
Rollins, Inc. Common Stock (ROL)(ROL)$1K-$15K
12 days to discloseJoint
Flat·+0.0%
+15.3% vs S&P 500●Filed Oct 7, 2025·traded Sep 25, 2025
↓sold
Equinix, Inc. - Common Stock (EQIX)(EQIX)$1K-$15K
12 days to discloseJoint
Flat·+0.0%
+7.8% vs S&P 500●Filed Oct 7, 2025·traded Sep 25, 2025
↓sold
A
Ameren Corporation Common Stock (AEE)(AEE)$1K-$15K12 days to discloseJoint
Flat·+0.0%
+5.6% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldDeere & Company Common Stock (DE)(DE)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+15.3% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldChevron Corporation Common Stock (CVX)(CVX)$1K-$15K
28 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+35.2% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldWalmart Inc. Common Stock (WMT)(WMT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+2.1% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldCharles Schwab Corporation (SCHW)(SCHW)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.2% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldConocoPhillips Common Stock (COP)(COP)$1K-$15K
28 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+35.2% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+10.9% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldDover Corporation Common Stock (DOV)(DOV)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+15.3% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓sold
N
NextEra Energy, Inc. Common Stock (NEE)(NEE)$1K-$15K28 days to discloseJoint
Flat·+0.0%
+5.1% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldMedtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+10.9% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldBlackstone Inc. Common Stock (BX)(BX)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.2% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldAnalog Devices, Inc. - Common Stock (ADI)(ADI)$1K-$15K
28 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+38.3% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldAbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+10.9% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+10.9% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldRepublic Services, Inc. Common Stock (RSG)(RSG)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+15.3% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldThe Cigna Group Common Stock (CI)(CI)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+10.9% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
+10.9% vs S&P 500●Filed Sep 11, 2025·traded Aug 14, 2025
↓soldMorgan Stanley Common Stock (MS)(MS)$1K-$15K
28 days to discloseJoint
Flat·+0.0%
−2.2% vs S&P 500●Filed Sep 11, 2025·traded Aug 11, 2025
↓sold
BlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
31 days to discloseJoint
Flat·+0.0%
●Filed Aug 14, 2025·traded Jul 25, 2025
↑boughtChevron Corporation Common Stock (CVX)(CVX)$1K-$15K
20 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsGood buy·+$1.6K+19.6%
−13.3% vs S&P 500●Filed Aug 14, 2025·traded Jul 22, 2025
↓soldBlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
23 days to discloseJoint
Flat·+0.0%
−1.6% vs S&P 500●Filed Aug 14, 2025·traded Jul 21, 2025
↔exchangedChevron Corporation Common Stock (CVX)(CVX)$1K-$15K
24 days to discloseJointprice pending
⚑ Energy · Committee on Foreign Affairs●Filed Jun 13, 2025·traded May 15, 2025
↓soldMorgan Stanley Common Stock (MS)(MS)$1K-$15K
29 days to discloseJoint
Flat·+0.0%
+1.1% vs S&P 500●Filed May 14, 2025·traded Apr 22, 2025
↓soldBlackstone Inc. Common Stock (BX)(BX)$1K-$15K
22 days to discloseJoint
Flat·+0.0%
+9.9% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
Pentair plc. Ordinary Share (PNR)(PNR)$1K-$15K
37 days to discloseJoint
Flat·+0.0%
+48.5% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
S
Sherwin-Williams Company (SHW)(SHW)$1K-$15K37 days to discloseJoint
Flat·+0.0%
+34.2% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
Stryker Corporation Common Stock (SYK)(SYK)$1K-$15K
37 days to discloseJoint
Flat·+0.0%
+10.4% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
Salesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
37 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+101.8% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$15K-$50K
37 days to discloseJoint
Flat·+0.0%
+32.3% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓soldMorgan Stanley Common Stock (MS)(MS)$1K-$15K
37 days to discloseJoint
Flat·+0.0%
+17.6% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
37 days to discloseJoint
Flat·+0.0%
+10.4% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
M
Masco Corporation Common Stock (MAS)(MAS)$1K-$15K37 days to discloseJoint
Flat·+0.0%
+48.5% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓soldHoneywell International Inc. (HON)(HON)$1K-$15K
37 days to discloseJoint
Flat·+0.0%
+48.5% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓soldAdobe Inc. - Common Stock (ADBE)(ADBE)$1K-$15K
37 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+101.8% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
R
Reliance, Inc. Common Stock (RS)(RS)$1K-$15K37 days to discloseJoint
Flat·+0.0%
+48.8% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
Chubb Limited Common Stock (CB)(CB)$1K-$15K
37 days to discloseJoint
Flat·+0.0%
+17.6% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
Apple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
37 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+101.8% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓sold
A
AutoZone, Inc. Common Stock (AZO)(AZO)$1K-$15K37 days to discloseJoint
Flat·+0.0%
+32.3% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↓soldChevron Corporation Common Stock (CVX)(CVX)$1K-$15K
37 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+47.8% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
V
Vistra Corp. Common Stock (VST)(VST)$1K-$15K43 days to discloseJoint
Flat·+0.0%
+14.1% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
PepsiCo, Inc. - Common Stock (PEP)(PEP)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+2.2% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
Prologis, Inc. Common Stock (PLD)(PLD)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+6.8% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
N
NextEra Energy, Inc. Common Stock (NEE)(NEE)$1K-$15K43 days to discloseJoint
Flat·+0.0%
+14.1% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
Sysco Corporation Common Stock (SYY)(SYY)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+2.2% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
H
Hasbro, Inc. - Common Stock (HAS)(HAS)$1K-$15K43 days to discloseJoint
Flat·+0.0%
+33.8% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
Target Corporation Common Stock (TGT)(TGT)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+19.7% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
Crown Castle Inc. Common Stock (CCI)(CCI)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+6.8% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓soldConocoPhillips Common Stock (COP)(COP)$1K-$15K
43 days to discloseJoint
⚑ Energy · Committee on Foreign AffairsFlat·+0.0%
+23.1% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
G
Global Payments Inc. Common Stock (GPN)(GPN)$1K-$15K43 days to discloseJoint
⚑ Technology · Emergency Management and TechnologyFlat·+0.0%
+78.0% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
FedEx Corporation Common Stock (FDX)(FDX)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+32.2% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
F
Ford Motor Company Common Stock (F)(F)$1K-$15K43 days to discloseJoint
Flat·+0.0%
+19.7% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
A
Aptiv PLC Ordinary Shares (APTV)(APTV)$1K-$15K43 days to discloseJoint
Flat·+0.0%
+33.8% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓sold
B
BorgWarner Inc. Common Stock (BWA)(BWA)$1K-$15K43 days to discloseJoint
Flat·+0.0%
+33.8% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓soldJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+3.6% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↓soldPepsiCo, Inc. - Common Stock (PEP)(PEP)$1K-$15K
43 days to discloseJoint
Flat·+0.0%
+2.2% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Chase Brokerage Account (3935) | Flat·+0.0% −4.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Analog Devices, Inc. - Common Stock (ADI) Chase Brokerage Account (3935) ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +30.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Deere & Company Common Stock (DE) Chase Brokerage Account (3935) | Flat·+0.0% +12.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Dover Corporation Common Stock (DOV) | Flat·+0.0% +12.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Walmart Inc. - Common Stock (WMT) Chase Brokerage Account (3935) | Flat·+0.0% +5.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Chase Brokerage Account (3935) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) Chase Brokerage Account (3935) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | N NEEJointNextEra Energy, Inc. Common Stock (NEE) Chase Brokerage Account (3935) | Flat·+0.0% +4.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +31.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Charles Schwab Corporation (SCHW) | Flat·+0.0% −4.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Danaher Corporation Common Stock (DHR) Chase Brokerage Account (3935) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Chase Brokerage Account (3935) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Republic Services, Inc. Common Stock (RSG) Chase Brokerage Account (3935) | Flat·+0.0% +12.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | AbbVie Inc. Common Stock (ABBV) Chase Brokerage Account (3935) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Chevron Corporation Common Stock (CVX) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +31.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | The Cigna Group Common Stock (CI) Chase Brokerage Account (3935) | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 15, 2026 | Dec 18, 2025 28 days to disclose | ↓sold | Morgan Stanley Common Stock (MS) Chase Brokerage Account (3935) | Flat·+0.0% −4.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Morgan Stanley Common Stock (MS) Chase Brokerage Account (3935) | Flat·+0.0% −2.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Chase Brokerage Account (3935) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Analog Devices, Inc. - Common Stock (ADI) Chase Brokerage Account (3935) ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +29.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Dover Corporation Common Stock (DOV) Chase Brokerage Account (3935) | Flat·+0.0% +14.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) Chase Brokerage Account (3935) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Republic Services, Inc. Common Stock (RSG) Chase Brokerage Account (3935) | Flat·+0.0% +14.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Chase Brokerage Account (3935) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Charles Schwab Corporation (SCHW) | Flat·+0.0% −2.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Chevron Corporation Common Stock (CVX) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +27.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +27.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Danaher Corporation Common Stock (DHR) Chase Brokerage Account (3935) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Deere & Company Common Stock (DE) Chase Brokerage Account (3935) | Flat·+0.0% +14.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | N NEEJointNextEra Energy, Inc. Common Stock (NEE) Chase Brokerage Account (3935) | Flat·+0.0% +1.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | The Cigna Group Common Stock (CI) Chase Brokerage Account (3935) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Chase Brokerage Account (3935) | Flat·+0.0% −2.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | Walmart Inc. Common Stock (WMT) Chase Brokerage Account (3935) | Flat·+0.0% +8.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 13, 2025 28 days to disclose | ↓sold | AbbVie Inc. Common Stock (ABBV) Chase Brokerage Account (3935) | Flat·+0.0% −2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 11, 2025 | Nov 3, 2025 38 days to disclose | ↓sold | Adobe Inc. - Common Stock (ADBE) Merrill Lynch Long Term Growth ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +22.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 14, 2025 | Oct 22, 2025 23 days to disclose | ↓sold | A ALKJointAlaska Air Group, Inc. Common Stock (ALK) Merrill Lynch Long Term Growth | Flat·+0.0% +14.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 14, 2025 | Oct 22, 2025 23 days to disclose | ↓sold | Deere & Company Common Stock (DE) Merrill Lynch Long Term Growth | Flat·+0.0% +14.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 14, 2025 | Oct 22, 2025 23 days to disclose | ↓sold | G GENJointGen Digital Inc. - Common Stock (GEN) Merrill Lynch Long Term Growth ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +29.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 14, 2025 | Oct 7, 2025 38 days to disclose | ↑bought | Danaher Corporation Common Stock (DHR) Chase Brokerage Account (3935) | Bad buy·−$1.2K-15.4% −18.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 25, 2025 12 days to disclose | ↓sold | Honeywell International Inc. (HON) Merrill Lynch Long Term Growth | Flat·+0.0% +15.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 25, 2025 12 days to disclose | ↓sold | The Cigna Group Common Stock (CI) Merrill Lynch Long Term Growth | Flat·+0.0% +10.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 25, 2025 12 days to disclose | ↓sold | Rollins, Inc. Common Stock (ROL) Merrill Lynch Long Term Growth | Flat·+0.0% +15.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 25, 2025 12 days to disclose | ↓sold | Equinix, Inc. - Common Stock (EQIX) | Flat·+0.0% +7.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 25, 2025 12 days to disclose | ↓sold | A AEEJointAmeren Corporation Common Stock (AEE) Merrill Lynch Long Term Growth | Flat·+0.0% +5.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Deere & Company Common Stock (DE) Chase Brokerage Account (3935) | Flat·+0.0% +15.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Chevron Corporation Common Stock (CVX) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +35.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Walmart Inc. Common Stock (WMT) Chase Brokerage Account (3935) | Flat·+0.0% +2.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Charles Schwab Corporation (SCHW) Chase Brokerage Account (3935) | Flat·+0.0% −2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +35.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Chase Brokerage Account (3935) | Flat·+0.0% +10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Dover Corporation Common Stock (DOV) Chase Brokerage Account (3935) | Flat·+0.0% +15.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | N NEEJointNextEra Energy, Inc. Common Stock (NEE) Chase Brokerage Account (3935) | Flat·+0.0% +5.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) | Flat·+0.0% +10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Chase Brokerage Account (3935) | Flat·+0.0% −2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Analog Devices, Inc. - Common Stock (ADI) ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +38.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | AbbVie Inc. Common Stock (ABBV) Chase Brokerage Account (3935) | Flat·+0.0% +10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Chase Brokerage Account (3935) | Flat·+0.0% +10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Republic Services, Inc. Common Stock (RSG) Chase Brokerage Account (3935) | Flat·+0.0% +15.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | The Cigna Group Common Stock (CI) Chase Brokerage Account (3935) | Flat·+0.0% +10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Chase Brokerage Account (3935) | Flat·+0.0% +10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 14, 2025 28 days to disclose | ↓sold | Morgan Stanley Common Stock (MS) Chase Brokerage Account (3935) | Flat·+0.0% −2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 11, 2025 | Aug 11, 2025 31 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Chase Brokerage Account (3935) | Flat·+0.0% | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 14, 2025 | Jul 25, 2025 20 days to disclose | ↑bought | Chevron Corporation Common Stock (CVX) Chase Brokerage Account (3935) ⚑ Energy · Committee on Foreign Affairs | Good buy·+$1.6K+19.6% −13.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 14, 2025 | Jul 22, 2025 23 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Chase Brokerage Account (3935) | Flat·+0.0% −1.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 14, 2025 | Jul 21, 2025 24 days to disclose | ↔exchanged | Chevron Corporation Common Stock (CVX) ⚑ Energy · Committee on Foreign Affairs | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 13, 2025 | May 15, 2025 29 days to disclose | ↓sold | Morgan Stanley Common Stock (MS) Chase Brokerage Account (3935) | Flat·+0.0% +1.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 22, 2025 22 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Chase Brokerage Account (3935) | Flat·+0.0% +9.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Pentair plc. Ordinary Share (PNR) Merrill Lynch Long Term Growth | Flat·+0.0% +48.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | S SHWJointSherwin-Williams Company (SHW) Merrill Lynch Long Term Growth | Flat·+0.0% +34.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Stryker Corporation Common Stock (SYK) | Flat·+0.0% +10.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Merrill Lynch Long Term Growth ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +101.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) | Flat·+0.0% +32.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.9% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Morgan Stanley Common Stock (MS) Merrill Lynch Long Term Growth | Flat·+0.0% +17.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Merrill Lynch Long Term Growth | Flat·+0.0% +10.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | M MASJointMasco Corporation Common Stock (MAS) Merrill Lynch Long Term Growth | Flat·+0.0% +48.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Honeywell International Inc. (HON) Merrill Lynch Long Term Growth | Flat·+0.0% +48.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Adobe Inc. - Common Stock (ADBE) Merrill Lynch Long Term Growth ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +101.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | R RSJointReliance, Inc. Common Stock (RS) | Flat·+0.0% +48.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Chubb Limited Common Stock (CB) Merrill Lynch Long Term Growth | Flat·+0.0% +17.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Merrill Lynch Long Term Growth ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +101.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | A AZOJointAutoZone, Inc. Common Stock (AZO) Merrill Lynch Long Term Growth | Flat·+0.0% +32.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↓sold | Chevron Corporation Common Stock (CVX) Merrill Lynch Long Term Growth ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +47.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | V VSTJointVistra Corp. Common Stock (VST) Merrill Lynch Tax Efficient Core | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | PepsiCo, Inc. - Common Stock (PEP) Merrill Lynch Tax Efficient Core | Flat·+0.0% +2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | Prologis, Inc. Common Stock (PLD) Merrill Lynch Tax Efficient Core | Flat·+0.0% +6.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | N NEEJointNextEra Energy, Inc. Common Stock (NEE) Merrill Lynch Tax Efficient Core | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | Sysco Corporation Common Stock (SYY) Merrill Lynch Tax Efficient Core | Flat·+0.0% +2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | H HASJointHasbro, Inc. - Common Stock (HAS) Merrill Lynch Tax Efficient Core | Flat·+0.0% +33.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | Target Corporation Common Stock (TGT) Merrill Lynch Tax Efficient Core | Flat·+0.0% +19.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | Crown Castle Inc. Common Stock (CCI) Merrill Lynch Tax Efficient Core | Flat·+0.0% +6.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) Merrill Lynch Tax Efficient Core ⚑ Energy · Committee on Foreign Affairs | Flat·+0.0% +23.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | G GPNJointGlobal Payments Inc. Common Stock (GPN) Merrill Lynch Tax Efficient Core ⚑ Technology · Emergency Management and Technology | Flat·+0.0% +78.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | FedEx Corporation Common Stock (FDX) Merrill Lynch Tax Efficient Core | Flat·+0.0% +32.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | F FJointFord Motor Company Common Stock (F) | Flat·+0.0% +19.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | A APTVJointAptiv PLC Ordinary Shares (APTV) Merrill Lynch Tax Efficient Core | Flat·+0.0% +33.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | B BWAJointBorgWarner Inc. Common Stock (BWA) Merrill Lynch Tax Efficient Core | Flat·+0.0% +33.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Merrill Lynch Tax Efficient Core | Flat·+0.0% +3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | PepsiCo, Inc. - Common Stock (PEP) Merrill Lynch Tax Efficient Core | Flat·+0.0% +2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
Their record vs the S&P 500
99 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$335
S&P 500 benchmark−$133.8K
Alpha+$134.1K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 9
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
Recent legislative activity · 40 bills
20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- IMPACT to Save Moms ActReferred to the House Committee on Energy and Commerce.
- Expressing the sense of the House of Representatives that over 25 years of real-world evidence and hundreds of peer-reviewed studies proving that mifepristone is safe and effective should be respected, and law and policy governing access to lifesaving, time-sensitive medication abortion care in the United States should be equitable, transparent, and based on the best available peer-reviewed evidence-based science.Referred to the House Committee on Energy and Commerce.
- Proposing an amendment to the Constitution of the United States to limit the pardon power of the President.Referred to the House Committee on the Judiciary.
- FORTIFY ActReferred to the House Committee on Foreign Affairs.
- Moms Matter ActReferred to the House Committee on Energy and Commerce.
- Maternal Health Pandemic Response ActReferred to the House Committee on Energy and Commerce.
- Barriers to Suicide Act of 2025Referred to the House Committee on Transportation and Infrastructure.
- To protect our democracy by preventing abuses of Presidential power, restoring checks and balances and accountability and transparency in government, and defending elections against foreign interference, and for other purposes.Referred to the Committee on Oversight and Government Reform, and in addition to the Committees on the Judiciary, House Administration, the Budget, Transportation and Infrastructure, Rules, Foreign Affairs, Ways and Means, and Intelligence (Permanent Select), for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Provider Reimbursement Stability Act of 2026Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 44 - 0.
- Recognizing the self-determination of Gibraltar to determine its status as a British Overseas Territory.Referred to the House Committee on Foreign Affairs.
- FED UP with Bleeding Disorders Act of 2026Referred to the House Committee on Energy and Commerce.
- Recognizing the 75th anniversary of the American College of Obstetricians and Gynecologists and its critical role in advancing the practice of obstetrics and gynecology and the health and well-being of patients through excellence in clinical practice, education, advocacy, and research.Referred to the House Committee on Energy and Commerce.
- Optimizing Postpartum Outcomes Act of 2025Referred to the House Committee on Energy and Commerce.
- Investing in Our Communities ActReferred to the House Committee on Ways and Means.
- Access to Breast Cancer Diagnosis Act of 2025Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- EMPSA ActReferred to the House Committee on Ways and Means.
- Supporting the designation of the week of May 4 through May 8, 2026, as "Teacher Appreciation Week".Referred to the House Committee on Education and Workforce.
- H–1Bs for Physicians and the Healthcare Workforce ActReferred to the House Committee on the Judiciary.
- Recognizing the week of May 3, 2026, through May 9, 2026, as "National Postpartum Awareness Week for Communities of Color".Referred to the House Committee on Energy and Commerce.
- Expressing the sense of the House of Representatives that public servants should be commended for their dedication and continued service to the United States, including their commitment to defending the Constitution and delivering essential services to United States citizens, and in doing so, supporting the United States economy, during Public Service Recognition Week and throughout the year.Referred to the House Committee on Oversight and Government Reform.