Julie Johnson D
Democratic representative for Texas (TX-32), in the House since Jan 3, 2025.
Among all 439 members
Each dot is a member; Johnson is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2023–24
$2.1M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2023–24 | $2,071,914 | $1,513,181 | $535,189 | $0 | $6,600 | $1,841,010 | $230,903 | $1,479,446 | $0 |
FEC totals through Dec 31, 2024.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Texas versus everywhere else, each period.
- From Texas
- From out of state
2025–26
$1.3M
2023–24
$1.4M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
SAMMONS WEALTH MANAGEMENT
$17K
PRISM HEALTH NORTH TEXAS
$14K
WITHERITE LAW GROUP
$14K
THERAPY 2000
$14K
MARQUIS GROUP
$14K
LOEWY LAW FIRM
$14K
AECOM
$14K
REGINA T MONTOYA PLLC
$11K
CATALYST
$11K
HAMILTON WINGO LLP
$10K
BILLINGSLEY COMPANY
$8,600
TDDC
$8,300
The largest donors, and the numbers
| Period | Itemized | Contributions | From TX | Retired donors |
|---|---|---|---|---|
| 2025–26 | $1,265,377 | 2,357 | 72% | 4% |
| 2023–24 | $1,372,700 | 2,168 | 80% | 5% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| COX, MORGAN | DALLAS, TX | SELF-EMPLOYED, REAL ESTATE INVESTOR | $20,600 |
| SEDIGHI, HOOMAN | FARMERS BRANCH, TX | SELF-EMPLOYED, PHYSICIAN | $17,100 |
| SAMMONS, STEPHANIE | DALLAS, TX | SAMMONS WEALTH MANAGEMENT, WEALTH MANAGEMENT | $16,900 |
| VENNERBERG, VAUGHN O. II | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $15,500 |
| STEINGLASS, DAVID | WASHINGTON, DC | NOT EMPLOYED, NOT EMPLOYED | $15,350 |
| PACK, TONY | SOUTHLAKE, TX | SAM PACK AUTOMOTIVE, VICE PRESIDENT | $14,600 |
| LOEWY, ADAM | AUSTIN, TX | LOEWY LAW FIRM, LAWYER | $13,600 |
| LOPEZ, WENDY | DALLAS, TX | AECOM, EXECUTIVE | $13,600 |
| MOSTER, SUSAN | FARMERS BRANCH, TX | NOT EMPLOYED, PHYSICIAN | $13,600 |
| NIEMCZYK, CAROLINE | NEW YORK, NY | NOT EMPLOYED, NOT EMPLOYED | $13,600 |
| PARKER, MARK | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $13,600 |
| VAN DEN BENT, JERRE | DALLAS, TX | THERAPY 2000, PHYSICAL THERAPIST | $13,600 |
| HILL, DERRALL | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $13,200 |
| REITMEYER, JILL | BLOOMINGTON, IN | SELF-EMPLOYED, DENTIST | $10,500 |
| FIKES, AMY L. | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $9,900 |
| OLSON, LYNDON | WACO, TX | NOT EMPLOYED, NOT EMPLOYED | $9,100 |
| STEINGLASS, LIZ | WASHINGTON, DC | SELF-EMPLOYED, POET | $8,750 |
| BILLINGSLEY, LUCY | DALLAS, TX | BILLINGSLEY COMPANY, PARTNER | $8,600 |
| BARKER, TERRY | COPPELL, TX | NOT EMPLOYED, NOT EMPLOYED | $8,300 |
| ROBERTS, KAREN | FORT WORTH, TX | SELF-EMPLOYED, HEALTHCARE | $7,600 |
| BAIRD, LISA | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $7,525 |
| YOUNG, MICHAEL | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $7,100 |
| ABBOTT, BEN FRANK | DALLAS, TX | BEN ABBOTT & ASSOCIATES, LAWYER | $7,000 |
| ABBOTT, CHRISTY D | DALLAS, TX | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| BLOODWORTH, ART | DALLAS, TX | SELF-EMPLOYED, PHYSICIAN | $7,000 |
Their biggest PAC and party givers
INLAND EMPIRE STRIKES PAC; THE
$12K
$10K
MORE PERFECT UNION PAC
$10K
LA BAMBA PAC
$10K
L PAC
$10K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| INLAND EMPIRE STRIKES PAC; THE | $12,000 | 6 | |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $10,000 | 2 |
| TEXAS MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE | AMPAC | $10,000 | 2 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $10,000 | 2 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $10,000 | 2 |
| MORE PERFECT UNION PAC | $10,000 | 7 | |
| LA BAMBA PAC | $10,000 | 4 | |
| L PAC | NONE | $10,000 | 3 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | $10,000 | 2 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $10,000 | 2 |
| INTERNATIONAL ASSOCIATION OF FIREFIGHTERS INTERESTED IN REGISTRATION AND EDUCATION PAC | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $10,000 | 2 |
| EQUALITY PAC | NO VOTE LEFT BEHIND PAC | $10,000 | 2 |
| ELECT DEMOCRATIC WOMEN | PRO-CHOICE WOMEN | $10,000 | 2 |
| AMERICAN DENTAL ASSOCIATION POLITICAL ACTION COMMITTEE | INDIANA DENTAL PAC | $10,000 | 2 |
| AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC/PAC) | AMERICAN COUNCIL OF ENGINEERING COMPANIES | $10,000 | 2 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $10,000 | 3 |
| EQUALITY PROJECT PAC | EQUALITY CONGRESS PROJECT PAC | $9,871 | 5 |
| POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS | AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | $8,500 | 5 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $8,500 | 3 |
| NIKE INC FEDERAL POLITICAL ACTION COMMITTEE (NIKE FEDERAL PAC) | NIKE, INC. | $7,500 | 3 |
| NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL APARTMENT ASSOCIATION | $7,500 | 2 |
| METROPOLITAN ANESTHESIA CONSULTANTS POLITICAL ACTION COMMITTEE | METROPOLITAN ANESTHESIA CONSULTANTS | $7,500 | 2 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $7,500 | 4 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $7,500 | 2 | |
| AMERICA WORKS FEDERAL PAC | $7,500 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$2.9M
Who spent it
EQUALITY PAC
$1.1M
PROTECT PROGRESS
$961K
NUESTRO PAC
$440K
NEW LEADERSHIP PAC
$166K
PRO-CHOICE MAJORITY ACTION
$100K
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE
$79K
DON'T MESS WITH TX PAC
$77K
NO VOTE LEFT BEHIND PAC
$19K
DMFI PAC
$1,950
COMMUNITY CHANGE VOTERS
$680
HUMAN RIGHTS CAMPAIGN PAC
$55
HUMAN RIGHTS CAMPAIGN EQUALITY VOTES
$30
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| EQUALITY PAC | for | $1,052,402 | 56 |
| PROTECT PROGRESS | for | $961,272 | 2 |
| NUESTRO PAC | for | $440,000 | 8 |
| NEW LEADERSHIP PAC | against | $165,855 | 7 |
| PRO-CHOICE MAJORITY ACTION | for | $100,000 | 1 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $78,579 | 10 |
| DON'T MESS WITH TX PAC | for | $76,709 | 4 |
| NO VOTE LEFT BEHIND PAC | for | $18,811 | 1 |
| DMFI PAC | for | $1,950 | 1 |
| COMMUNITY CHANGE VOTERS | for | $680 | 10 |
| HUMAN RIGHTS CAMPAIGN PAC | for | $55 | 1 |
| HUMAN RIGHTS CAMPAIGN EQUALITY VOTES | for | $30 | 2 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
$23K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| AMGEN, INC. | $23,000 | 5 | Mar 27, 2025 | Mar 18, 2026 |
| NATIONAL APARTMENT ASSOCIATION | $16,000 | 4 | Mar 13, 2025 | Mar 17, 2026 |
| HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY (HCSC) | $15,300 | 7 | Mar 4, 2025 | Mar 12, 2026 |
| GRAIL, INC. (FORMERLY GRAIL, LLC) | $15,000 | 1 | Mar 27, 2025 | Mar 27, 2025 |
| BRISTOL-MYERS SQUIBB COMPANY | $15,000 | 1 | Mar 18, 2026 | Mar 18, 2026 |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS | $15,000 | 5 | Mar 6, 2025 | Mar 5, 2026 |
| AMERICAN BANKERS ASSOCIATION | $15,000 | 5 | Apr 30, 2025 | Apr 2, 2026 |
| AMERICAN ASSOCIATION FOR JUSTICE | $13,500 | 5 | Feb 14, 2025 | Mar 25, 2026 |
| NATIONAL ASSOCIATION OF REALTORS | $13,000 | 6 | Apr 9, 2025 | Mar 25, 2026 |
| NATIONAL BEER WHOLESALERS ASSOCIATION | $10,000 | 3 | Apr 21, 2025 | Aug 4, 2025 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $10,000 | 2 | Jan 30, 2026 | Apr 7, 2026 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS | $10,000 | 2 | Jun 23, 2025 | Apr 20, 2026 |
| CHENIERE ENERGY, INC. | $10,000 | 3 | Feb 17, 2026 | May 26, 2026 |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION | $10,000 | 3 | Jun 30, 2025 | Jan 31, 2026 |
| AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | $10,000 | 5 | May 27, 2025 | Mar 23, 2026 |
| TEXAS FARM BUREAU | $9,639 | 4 | Feb 12, 2026 | May 4, 2026 |
| TIBER CREEK GROUP | $9,000 | 9 | Apr 22, 2025 | Apr 28, 2026 |
| NVG, LLC | $8,500 | 16 | Apr 26, 2025 | Apr 14, 2026 |
| TURQUOISE POLICY GROUP | $8,000 | 4 | Mar 3, 2026 | Apr 18, 2026 |
| MISSION STRATEGIES LLC | $7,500 | 2 | Dec 12, 2025 | Mar 24, 2026 |
| AMERICAN HOSPITAL ASSOCIATION | $7,500 | 3 | Jan 21, 2025 | Jan 12, 2026 |
| HUMAN RIGHTS CAMPAIGN | $7,000 | 4 | Mar 28, 2025 | Dec 17, 2025 |
| HB STRATEGIES | $7,000 | 12 | Feb 13, 2025 | Apr 26, 2026 |
| AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS | $6,500 | 2 | May 14, 2025 | May 26, 2026 |
| INVARIANT LLC | $6,000 | 3 | May 2, 2025 | Jan 22, 2026 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 15 earmarks, $15.5M. 1 went to an organization whose employees gave to Johnson's campaigns ($2.0M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$15.5M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 1 of the 14 of theirs went to their donors' employers; chance gives about 0: about what chance gives (a little more, within chance).
The largest
The University of Texas at Dallas
2 earmarks · DOC
$2.1M
City of Dallas
Department of Housing and Urban Development · its employees gave $6,418
$2.0M
Dallas College
Department of Housing and Urban Development
$1.5M
White Rock Lake Trail Relocation
Department of Transportation
$1.2M
City of Farmers Branch for Waterline Replacement Project
Environmental Protection Agency
$1.1M
The Texas A&M Engineering Experiment Station
NASA
$1.0M
University of Texas at Dallas
DOC
$1.0M
Texas A&M AgriLife Research
Natural Resources Conservation Service
$1.0M
Centennial at Buckingham Intersection Improvements
Department of Transportation
$1.0M
Hemlock Avenue Safe Streets Enhancements
Department of Transportation
$850K
All 15
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | City of Dallas International District Park Development and Infrastructure Department of Housing and Urban Development · Community Development Fund · TX | $2,000,000 | $6,418, 4 donors | ||
| FY 2026 | Dallas College Dallas College Aviation Maintenance Technology Program Department of Housing and Urban Development · Community Development Fund · TX | $1,500,000 | |||
| FY 2026 | White Rock Lake Trail Relocation Department of Transportation · Highway Infrastructure Programs · TX | $1,200,000 | |||
| FY 2026 | City of Farmers Branch for Waterline Replacement Project Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · TX | $1,092,000 | |||
| FY 2026 | The Texas A&M Engineering Experiment Station Texas A&M Engineering Academy at Dallas College NASA · SSMS · TX | $1,031,000 | |||
| FY 2026 | The University of Texas at Dallas UT Dallas Open Radio Access Network (O-RAN) Test and Evaluation Center DOC · NIST— STRS · TX | $1,031,000 | |||
| FY 2026 | University of Texas at Dallas University of Texas at Dallas Center for Critical Elements from Produced Waters DOC · NIST— STRS · TX | $1,031,000 | |||
| FY 2026 | The University of Texas at Dallas North Texas Workforce Development Programs for Semiconductors DOC · NIST— STRS · TX | $1,031,000 | |||
| FY 2026 | Texas A&M AgriLife Research Turfgrass Water Conservation Initiative Natural Resources Conservation Service · Conservation Operations · TX | $1,000,000 | |||
| FY 2026 | Centennial at Buckingham Intersection Improvements Department of Transportation · Highway Infrastructure Programs · TX | $1,000,000 | |||
| FY 2026 | Hemlock Avenue Safe Streets Enhancements Department of Transportation · Highway Infrastructure Programs · TX | $850,000 | |||
| FY 2026 | Ferguson Road Corridor Safety Enhancements Department of Transportation · Highway Infrastructure Programs · TX | $850,000 | |||
| FY 2026 | Dallas Area Rapid Transit Cityplace/Uptown Station Inclinator Replacement and Modernization Project Department of Transportation · Transit Infrastructure Grants · TX | $850,000 | |||
| FY 2026 | Children’s Health Expanding Access to Children’s Health’s Critical Child Abuse Services for Children Across North Texas DOJ · OJP—Byrne · TX | $794,000 | Ellzey | ||
| FY 2026 | Lakewood Park Pedestrian Bridge & Accessibility Department of Transportation · Highway Infrastructure Programs · TX | $250,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
H.R. 5371
Continuing Appropriations, Agriculture, Legislative Branch, Military C…
438 clients
H.R. 7567
Farm, Food, and National Security Act of 2026
372 clients
H.R. 4553
Energy and Water Development and Related Agencies Appropriations Act, …
283 clients
H.R. 6938
Commerce, Justice, Science; Energy and Water Development; and Interior…
259 clients
H.R. 6644
21st Century ROAD to Housing Act
257 clients
H.R. 4776
SPEED Act
252 clients
H.R. 3633
Digital Asset Market Clarity Act
247 clients
H.R. 8646
Agriculture, Rural Development, Food and Drug Administration, and Rela…
223 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | nay | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | nay | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | nay | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | nay | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | nay | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yeaagainst party | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | nay | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | yeaagainst party | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | yea | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | yea | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | nay | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | nay | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | nay | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | nay | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | not voting | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | not voting | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | not voting | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | not voting | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | not voting | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | not voting | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | not voting | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | not voting | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | not voting | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | not voting | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | not voting | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | not voting | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | not voting | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | not voting | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | nay | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | nay | Passed |
What they sponsor bills about
119th Congress: 27 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 10564 Enduring Accountability Act | Sep 24, 2026 Referred to the House Committee on Armed Services. |
| H.R. 10365 AmeriCorps Access for Dreamers Act | Sep 14, 2026 Referred to the House Committee on Education and Workforce. |
| H.R. 9192 Prior Authorization Reform for Autoimmune and Blood Disorders Act | Jun 8, 2026 Referred to the Committee on Energy and Commerce, and in addition to the Committees on Education and Workforce |
| H.R. 8817 FORTIFY Act | May 14, 2026 Referred to the House Committee on Foreign Affairs. |
| H.R. 8794 FED UP with Bleeding Disorders Act of 2026 | May 13, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 8574 U.S. in Expos Act | Apr 29, 2026 Referred to the House Committee on Foreign Affairs. |
| H.R. 8575 EMPOWER Act | Apr 29, 2026 Referred to the House Committee on Foreign Affairs. |
| H.R. 8320 USA 6G Global Leadership Act | Apr 22, 2026 Ordered to be Reported by the Yeas and Nays: 41 - 2. |
| H.R. 7617 To provide funding for administrative expenses of the Department of Homeland Security during any lapse in appropriations | Feb 20, 2026 Referred to the House Committee on Appropriations. |
| H.R. 7289 Community Health Workforce Development Act | Jan 30, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 7290 Qualified Immunity Accountability Act | Feb 4, 2026 Sponsor introductory remarks on measure. (CR H1989) |
| H.R. 7182 VOTE Act | May 14, 2026 Ordered to be Reported in the Nature of a Substitute by Voice Vote. |
| H.R. 6717 Military Financial Literacy Accountability Act | Dec 15, 2025 Referred to the House Committee on Armed Services. |
| H.R. 6445 Fast Track Healthcare Apprenticeships Act | Dec 4, 2025 Referred to the House Committee on Education and Workforce. |
| H.R. 6302 Whistleblowers Aiding National Security Act of 2025 | Nov 25, 2025 Referred to the Committee on Foreign Affairs, and in addition to the Committee on the Judiciary, for a period |
| H.R. 5771 Reliable Social Security Service for Seniors Act | Oct 17, 2025 Referred to the House Committee on Ways and Means. |
| H.R. 5467 PAAT Act | Sep 18, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a pe |
| H.R. 5272 Protect Elections from Deceptive AI Act | Sep 10, 2025 Referred to the House Committee on House Administration. |
| H.R. 5114 No Foreign Fundraising at United States Embassies Act | Sep 3, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 5062 Pipeline Security Act | Nov 12, 2025 Placed on the Union Calendar, Calendar No. 327. |
| H.R. 4888 Reproductive Rights are Human Rights Act of 2025 | Aug 5, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 4803 Easy Returns Act | Jul 29, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 4680 Access to Homeownership Act | Jul 23, 2025 Referred to the House Committee on Financial Services. |
| H.Con.Res. 26 Calling for the end of impunity of unpunished Serbian sexual war crimes during the 1999 Kosovo war in the case of United | Apr 10, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 2852 Expanded Student Saver’s Tax Credit Act | Apr 10, 2025 Referred to the House Committee on Ways and Means. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 27 | 0 | 466 |
Subcommittees
Holdings and trades
$9.0M – $53.9Mnet worth, 2025 report
729trades on their reports
78 of 585trades reported after 45 days
28 daystypical time to report a trade
0reports filed on paper
3filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Rental Beach House 2
Real Estate · Joint
$5.0M+
Rental Beach House 1
Real Estate · Joint
$1.0M+
iShares Core S&P U.S. Value ETF
Mutual Funds · Spouse
$1.0M+
Chase Bank Accounts
Bank Deposit · Joint
$500K+
iShares Core S&P U.S. Growth ETF
Mutual Funds · Self
$500K+
iShares Core S&P U.S. Value ETF
Mutual Funds · Self
$500K+
iShares Core S&P Total U.S. Stock Market ETF
Mutual Funds · Joint
$500K+
iShares National Muni Bond ETF
Mutual Funds · Joint
$500K+
iShares Broad USD Investment Grade Corporate Bond ETF
Mutual Funds · Spouse
$500K+
iShares Core S&P U.S. Growth ETF
Mutual Funds · Spouse
$500K+
iShares U.S. Treasury Bond ETF
Mutual Funds · Spouse
$500K+
Vanguard FTSE Developed Markets ETF
Mutual Funds · Spouse
$500K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Rental Beach House 2 | Real Estate | Joint | $5.0M – $25.0M | Rent: $100K – $1.0M |
| Rental Beach House 1 | Real Estate | Joint | $1.0M – $5.0M | Rent: $100K – $1.0M |
| iShares Core S&P U.S. Value ETF | Mutual Funds | Spouse | $1.0M – $5.0M | Tax-Deferred: — |
| Chase Bank Accounts | Bank Deposit | Joint | $500K – $1.0M | Interest: $1 – $200 |
| iShares Core S&P U.S. Growth ETF | Mutual Funds | Self | $500K – $1.0M | Tax-Deferred: — |
| iShares Core S&P U.S. Value ETF | Mutual Funds | Self | $500K – $1.0M | Tax-Deferred: — |
| iShares Core S&P Total U.S. Stock Market ETF | Mutual Funds | Joint | $500K – $1.0M | Capital Gains, Dividends: $15K – $50K |
| iShares National Muni Bond ETF | Mutual Funds | Joint | $500K – $1.0M | Dividends: $15K – $50K |
| iShares Broad USD Investment Grade Corporate Bond ETF | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| iShares Core S&P U.S. Growth ETF | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| iShares U.S. Treasury Bond ETF | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Vanguard Mortgage-Backed Securities ETF | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Vanguard Total International Bond ETF | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Law Office of Julie Johnson PLLC, 100% Interest | Business Entity | Self | $250K – $500K | Rent: $1.0M – $5.0M |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| State Street SPDR MSCI ACWI ex-US ETF | Mutual Funds | Joint | $250K – $500K | Capital Gains, Dividends: $5,001 – $15K |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | Spouse | $250K – $500K | Tax-Deferred: — |
| Vanguard Russell 2000 ETF | Mutual Funds | Spouse | $250K – $500K | Tax-Deferred: — |
| Frost Bank Accounts | Bank Deposit | Spouse | $100K – $250K | Interest: $1,001 – $2,500 |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| Vanguard Russell 2000 ETF | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| iShares Broad USD Investment Grade Corporate Bond ETF | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| VanEck ETF Trust VanEck High Yield Muni ETF | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| Vanguard Div Appreciation ETF | Mutual Funds | Joint | $100K – $250K | Capital Gains, Dividends: $2,501 – $5,000 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
iShares Broad USD Investment Grade Corporate Bond ETF (USIG)
2025–2025 · $201K – $590K
11 trades
Vanguard Total International Bond ETF (BNDX)
2025–2025 · $571K – $1.2M
10 trades
iShares National Muni Bond ETF (MUB)
2025–2025 · $621K – $1.4M
9 trades
iShares Core S&P U.S. Value ETF (IUSV)
2025–2025 · $213K – $595K
9 trades
3M Company Common Stock (MMM)
2024–2025 · $9,009 – $135K
9 trades
The Cigna Group Common Stock (CI)
2025–2025 · $9,009 – $135K
9 trades
Capital One Financial Corporation Common Stock (COF)
2025–2025 · $8,008 – $120K
8 trades
iShares Core S&P U.S. Growth ETF (IUSG)
2025–2025 · $310K – $800K
7 trades
Microsoft Corporation - Common Stock (MSFT)
2025–2025 · $21K – $140K
7 trades
Pepsico, Inc. (PEP)
2025–2025 · $7,007 – $105K
7 trades
Their latest 300 of 729 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-02-02 | Fifth Third Bancorp - Common Stock via Merrill Lynch Tax Efficient Core | Exchange | Joint | $1,001 – $15K | 184 |
| 2025-12-18 | Xcel Energy Inc. via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Wells Fargo & Company Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Walmart Inc. - Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Verizon Communications Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | UnitedHealth Group Incorporated Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Union Pacific Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | TJX Companies, Inc. via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | The Cigna Group Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | The Bank of New York Mellon Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Texas Instruments Incorporated - Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Seagate Technology Holdings PLC - Ordinary Shares via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | RTX Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Republic Services, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Progressive Corporation via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Procter & Gamble Company via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Philip Morris International Inc Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Pepsico, Inc. via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Packaging Corporation of America Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | NXP Semiconductors N.V. - Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Norfolk Southern Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | NextEra Energy, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Morgan Stanley Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Mondelez International, Inc. - Class A Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Microsoft Corporation - Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Merck & Company, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Medtronic plc. Ordinary Shares via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | McDonald's Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Johnson & Johnson Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | International Business Machines Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Home Depot, Inc. via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Goldman Sachs Group, Inc. via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | General Dynamics Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Fidelity National Information Services, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | EOG Resources, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Eli Lilly and Company Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Eaton Corporation, PLC Ordinary Shares via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Dover Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Deere & Company Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Danaher Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | ConocoPhillips Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Comcast Corporation - Class A Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | CMS Energy Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | CME Group Inc. - Class A Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Chevron Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Charles Schwab Corporation via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Carrier Global Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Capital One Financial Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Bristol-Myers Squibb Company Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Blackstone Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Bank of America Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Arthur J. Gallagher & Co. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Analog Devices, Inc. - Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | American Express Company Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Alphabet Inc. - Class C Capital Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Air Products and Chemicals, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | AbbVie Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Abbott Laboratories Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | 3M Company Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 28 |
| 2025-12-18 | Vanguard Tax-Exempt Bond ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | Vanguard Intermediate-Term Treasury ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | State Street SPDR S&P 500 ETF Trust via Chase Brokerage Account (3933) | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-12-18 | Neuberger Berman Long Short Fd Instl Cl via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | Lord Abbett Short Duration Income Class F3 via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | iShares MSCI EAFE ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | Six Circles US Unconstrained Equity Fund via Chase Brokerage Account (3933) | Sale (Full) | Joint | $15K – $50K | annual |
| 2025-12-18 | Six Circles Credit Opportunities Fund via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | Six Circles International Unconstrained Equity Fund via Chase Brokerage Account (3933) | Sale (Full) | Joint | $15K – $50K | annual |
| 2025-12-18 | Six Circles Tax Aware Bond Fund via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | Six Circles Multi-Strategy Fund via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | Blackstone Alternative Multi-Strategy Fund Class Y via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | JPMorgan BetaBuilders Japan ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | JPMorgan BetaBuilders Europe ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | JPMorgan BetaBuilders Canada ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-18 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-12-09 | ServiceNow, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 37 |
| 2025-12-09 | Public Service Enterprise Group Incorporated Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 37 |
| 2025-12-09 | CMS Energy Corporation Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 37 |
| 2025-12-09 | Vanguard Total International Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-09 | iShares National Muni Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-08 | ServiceNow, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 240 |
| 2025-12-08 | ServiceNow, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 240 |
| 2025-12-08 | Public Service Enterprise Group Incorporated Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 240 |
| 2025-12-08 | Public Service Enterprise Group Incorporated Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 240 |
| 2025-12-08 | CMS Energy Corporation Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 240 |
| 2025-12-08 | CMS Energy Corporation Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 240 |
| 2025-12-03 | Boeing Company via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 43 |
| 2025-12-03 | Vanguard Total International Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-03 | VanEck High Yield Muni ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-03 | iShares National Muni Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-03 | State Street SPDR MSCI ACWI ex-US ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-03 | iShares Broad USD Investment Grade Corporate Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-02 | Boeing Company via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 246 |
| 2025-12-02 | Boeing Company via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 246 |
| 2025-11-13 | Xcel Energy Inc. via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Wells Fargo & Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Walmart Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Verizon Communications Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | UnitedHealth Group Incorporated Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Union Pacific Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | TJX Companies, Inc. via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | The Cigna Group Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | The Bank of New York Mellon Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Texas Instruments Incorporated - Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Seagate Technology Holdings PLC - Ordinary Shares via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | RTX Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Republic Services, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Progressive Corporation via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Procter & Gamble Company via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Philip Morris International Inc Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Pepsico, Inc. via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Packaging Corporation of America Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | NXP Semiconductors N.V. - Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Norfolk Southern Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | NextEra Energy, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Morgan Stanley Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Mondelez International, Inc. - Class A Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Microsoft Corporation - Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Merck & Company, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Medtronic plc. Ordinary Shares via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | McDonald's Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Johnson & Johnson Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | International Business Machines Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Home Depot, Inc. via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Goldman Sachs Group, Inc. via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | General Dynamics Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Fidelity National Information Services, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | EOG Resources, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Eli Lilly and Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Eaton Corporation, PLC Ordinary Shares via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Dover Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Deere & Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Danaher Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | ConocoPhillips Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Comcast Corporation - Class A Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | CMS Energy Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | CME Group Inc. - Class A Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Chevron Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Charles Schwab Corporation via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Carrier Global Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Capital One Financial Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Bristol-Myers Squibb Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Blackstone Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Bank of America Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Arthur J. Gallagher & Co. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Analog Devices, Inc. - Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | American Express Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Alphabet Inc. - Class C Capital Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Air Products and Chemicals, Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | AbbVie Inc. Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | Abbott Laboratories Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-13 | 3M Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-11-03 | Verisk Analytics, Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 38 |
| 2025-11-03 | Quest Diagnostics Incorporated Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 38 |
| 2025-11-03 | Mondelez International, Inc. - Class A Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 38 |
| 2025-11-03 | International Paper Company Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 38 |
| 2025-11-03 | Adobe Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 38 |
| 2025-10-31 | Parker-Hannifin Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 14 |
| 2025-10-31 | Alphabet Inc. - Class C Capital Stock via Chase Brokerage Account (3935) | Purchase | Joint | $1,001 – $15K | 14 |
| 2025-10-31 | iShares National Muni Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-30 | Verisk Analytics, Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Verisk Analytics, Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Quest Diagnostics Incorporated Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Quest Diagnostics Incorporated Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Mondelez International, Inc. - Class A Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Mondelez International, Inc. - Class A Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | International Paper Company Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | International Paper Company Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Adobe Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 279 |
| 2025-10-30 | Adobe Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 279 |
| 2025-10-27 | Alphabet Inc. - Class C Capital Stock via Chase Brokerage Account (3935) | Purchase | Joint | $1,001 – $15K | 18 |
| 2025-10-22 | Weyerhaeuser Company Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 23 |
| 2025-10-22 | Gen Digital Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 23 |
| 2025-10-22 | F5, Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 23 |
| 2025-10-22 | Deere & Company Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 23 |
| 2025-10-22 | Alaska Air Group, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 23 |
| 2025-10-22 | Vanguard Total International Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-22 | iShares Core S&P U.S. Value ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-22 | iShares National Muni Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-22 | iShares Broad USD Investment Grade Corporate Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-22 | Vanguard Div Appreciation ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-22 | Six Circles Credit Opportunities Fund via Chase Brokerage Account (3933) | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-10-22 | State Street SPDR S&P 500 ETF Trust via Chase Brokerage Account (3933) | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-10-22 | JPMorgan BetaBuilders Europe ETF via Chase Brokerage Account (3933) | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-21 | Weyerhaeuser Company Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Weyerhaeuser Company Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Gen Digital Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Gen Digital Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | F5, Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | F5, Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Deere & Company Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Deere & Company Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Alaska Air Group, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | Alaska Air Group, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 288 |
| 2025-10-21 | PNC Financial Services Group, Inc. via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 24 |
| 2025-10-21 | Alphabet Inc. - Class C Capital Stock via Chase Brokerage Account (3935) | Purchase | Joint | $1,001 – $15K | 24 |
| 2025-10-08 | Parker-Hannifin Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 37 |
| 2025-10-07 | Danaher Corporation Common Stock via Chase Brokerage Account (3935) | Purchase | Joint | $1,001 – $15K | 38 |
| 2025-10-07 | Carrier Global Corporation Common Stock via Chase Brokerage Account (3935) | Purchase | Joint | $1,001 – $15K | 38 |
| 2025-10-06 | VeriSign, Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 39 |
| 2025-10-06 | Kroger Company via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 39 |
| 2025-10-06 | Fiserv, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 39 |
| 2025-10-06 | Carrier Global Corporation Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 39 |
| 2025-10-03 | VeriSign, Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | VeriSign, Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | Kroger Company via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | Kroger Company via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | Fiserv, Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | Fiserv, Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | Carrier Global Corporation Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 306 |
| 2025-10-03 | Carrier Global Corporation Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 306 |
| 2025-09-30 | Vanguard Russell 2000 ETF via Merrill Lynch Rollover IRA | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-09-30 | iShares Core S&P U.S. Growth ETF via Merrill Lynch Rollover IRA | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2025-09-30 | Vanguard FTSE Developed Markets ETF via Merrill Lynch Rollover IRA | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard FTSE Emerging Markets ETF via Merrill Lynch Rollover IRA | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard Total International Bond ETF via Merrill Lynch Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-30 | State Street SPDR Portfolio High Yield Bond ETF via Merrill Lynch Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | iShares U.S. Treasury Bond ETF via Merrill Lynch Rollover IRA | Purchase | Spouse | $50K – $100K | annual |
| 2025-09-30 | Vanguard Mortgage-Backed Securities ETF via Merrill Lynch Rollover IRA | Purchase | Spouse | $50K – $100K | annual |
| 2025-09-30 | State Street SPDR Portfolio Long Term Treasury ETF via Merrill Lynch Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | iShares Broad USD Investment Grade Corporate Bond ETF via Merrill Lynch Rollover IRA | Purchase | Spouse | $50K – $100K | annual |
| 2025-09-30 | Vanguard Russell 2000 ETF via Merrill Lynch IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-30 | iShares Core S&P U.S. Growth ETF via Merrill Lynch IRA | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-09-30 | iShares Core S&P U.S. Value ETF via Merrill Lynch IRA | Purchase | Self | $15K – $50K | annual |
| 2025-09-30 | Vanguard FTSE Developed Markets ETF via Merrill Lynch IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-30 | iShares Broad USD Investment Grade Corporate Bond ETF via Merrill Lynch IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-25 | Xcel Energy Inc. via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | WEC Energy Group, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | UDR, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | The Cigna Group Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Rollins, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Paycom Software, Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Paychex, Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Monster Beverage Corporation - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Molson Coors Beverage Company Class B Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | McCormick & Company, Incorporated Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | LyondellBasell Industries NV Ordinary Shares Class A via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | KeyCorp Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Honeywell International Inc. via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Equinix, Inc. - Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | DBA Sempra Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | DaVita Inc. Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Colgate-Palmolive Company Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | Ameren Corporation Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | A.O. Smith Corporation Common Stock via Merrill Lynch Long Term Growth | Sale (Full) | Joint | $1,001 – $15K | 12 |
| 2025-09-25 | iShares National Muni Bond ETF via Merrill Lynch Long Term Growth | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-09-25 | iShares Core S&P U.S. Growth ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $15K – $50K | annual |
| 2025-09-25 | State Street SPDR MSCI ACWI ex-US ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-25 | iShares Core S&P Total U.S. Stock Market ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-23 | WEC Energy Group, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | WEC Energy Group, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | UDR, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | UDR, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | The Cigna Group Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | The Cigna Group Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Rollins, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Rollins, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Paycom Software, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Paycom Software, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Paychex, Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Paychex, Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Monster Beverage Corporation - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Monster Beverage Corporation - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Molson Coors Beverage Company Class B Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Molson Coors Beverage Company Class B Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | McCormick & Company, Incorporated Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | McCormick & Company, Incorporated Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | LyondellBasell Industries NV Ordinary Shares Class A via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | LyondellBasell Industries NV Ordinary Shares Class A via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | KeyCorp Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | KeyCorp Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Honeywell International Inc. via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Honeywell International Inc. via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Equinix, Inc. - Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Equinix, Inc. - Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | DBA Sempra Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | DBA Sempra Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | DaVita Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | DaVita Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Colgate-Palmolive Company Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Colgate-Palmolive Company Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Ameren Corporation Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Ameren Corporation Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Agilent Technologies, Inc. Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | Agilent Technologies, Inc. Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | A.O. Smith Corporation Common Stock via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | 316 |
| 2025-09-23 | A.O. Smith Corporation Common Stock via Merrill Lynch Tax Efficient Core | Sale (Full) | Joint | $1,001 – $15K | 316 |
| 2025-09-16 | Exxon Mobil Corporation Common Stock via Chase Brokerage Account (3935) | Sale (Full) | Joint | $1,001 – $15K | 21 |
| 2025-09-10 | Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs via Chase Brokerage Account (3933) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-09-10 | Six Circles Multi-Strategy Fund via Chase Brokerage Account (3933) | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-05 | State Street SPDR MSCI ACWI ex-US ETF via Merrill Lynch Long Term Growth | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-09-05 | Vanguard Div Appreciation ETF via Merrill Lynch Long Term Growth | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-09-05 | iShares Core S&P Total U.S. Stock Market ETF via Merrill Lynch Long Term Growth | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-09-05 | Vanguard Total International Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-05 | VanEck High Yield Muni ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-05 | iShares Core S&P U.S. Value ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $50K – $100K | annual |
| 2025-09-05 | iShares Core S&P U.S. Growth ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $15K – $50K | annual |
| 2025-09-05 | iShares National Muni Bond ETF via Merrill Lynch Long Term Growth | Purchase | Joint | $15K – $50K | annual |
| 2025-08-14 | Xcel Energy Inc. via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
| 2025-08-14 | Wells Fargo & Company Common Stock via Chase Brokerage Account (3935) | Sale (Partial) | Joint | $1,001 – $15K | 28 |
What their office spends
What Johnson's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $2,160,239 over the last 4 quarters, 68% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $344,098 | $19,747 | $47,227 | $83,166 | $7,241 | $501,478 |
| Q1 '26 | $363,346 | $12,647 | $81,361 | $222,306 | $44,340 | $724,000 |
| Q4 '25 | $439,837 | $15,276 | $33,128 | $37,845 | $20,645 | $546,732 |
| Q3 '25 | $326,763 | $15,546 | $20,876 | $6,872 | $17,972 | $388,028 |
| Q2 '25 | $314,083 | $21,152 | $22,888 | $14,008 | $37,191 | $409,322 |
| Q1 '25 | $275,277 | $14,257 | $26,311 | $6,513 | $37,748 | $360,107 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Pecharich Amanda F.
Chief of Staff
$223,630
Tianello Carlie M.
Legislative Director
$121,500
Moore Erin M.
Director of Outreach
$116,833
Falcigno Thomas A.
Communications Director Senio
$115,167
Slamen Sarah L.
District Director · Part-time Employee
$104,500
Candell Elizabeth H.
Director of Operations
$97,000
Uddin Arianna N.
Senior Constituent Advocate · Constituent Services Director
$80,833
Sung Crystal
Legislative Assistant
$80,000
Olmos Rangel Jonathan
Legislative Correspondent · Legislative Aide · Legislative Assistant
$75,750
Parekh Aashi U.
Staff Assistant · Lc/staff Assistant · Legislative Correspondent
$74,167
All 48
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Pecharich Amanda F. | Chief of Staff | $223,630 | 4 |
| Tianello Carlie M. | Legislative Director | $121,500 | 4 |
| Moore Erin M. | Director of Outreach | $116,833 | 4 |
| Falcigno Thomas A. | Communications Director Senio | $115,167 | 4 |
| Slamen Sarah L. | District Director · Part-time Employee | $104,500 | 4 |
| Candell Elizabeth H. | Director of Operations | $97,000 | 4 |
| Uddin Arianna N. | Senior Constituent Advocate · Constituent Services Director | $80,833 | 4 |
| Sung Crystal | Legislative Assistant | $80,000 | 4 |
| Olmos Rangel Jonathan | Legislative Correspondent · Legislative Aide · Legislative Assistant | $75,750 | 4 |
| Parekh Aashi U. | Staff Assistant · Lc/staff Assistant · Legislative Correspondent | $74,167 | 4 |
| Roe Chelsea L. | Part-time Employee · District Communications Direct | $72,500 | 4 |
| Diaz Cristian R. | Staff Assistant | $70,000 | 4 |
| Brown Jermaca M. | Legislative Assistant | $69,044 | 4 |
| Jones Chanel D. | Senior Constituent Advocate | $60,833 | 3 |
| Giulino Danielle M. | Shared Employee · Financial Administrator | $30,741 | 4 |
| Adams Chanel D. | Senior Constituent Advocate | $17,500 | 1 |
| Schulz Ela S. | Staff Assistant | $10,000 | 1 |
| Chimanji Rishika | Paid Intern - House Program | $5,900 | 2 |
| Chime Britney | Paid Intern - House Program | $5,833 | 2 |
| Labruto Anthony | Paid Intern - House Program | $5,333 | 1 |
| Elawar Jana | Paid Intern - House Program | $2,967 | 2 |
| Babu Sahana | Paid Intern - House Program | $2,967 | 2 |
| Pradeep Pranati | District Office Paid Intern - | $2,810 | 1 |
| Fair Nadra | District Office Paid Intern - | $2,810 | 1 |
| Cecconato Tiziano | District Office Paid Intern - | $2,810 | 1 |
| Ramirez Jessica | Constituent Advocate | $2,667 | 1 |
| Khan Rizwan | Paid Intern - House Program | $2,500 | 2 |
| Sell Eric | District Office Paid Intern - | $2,275 | 2 |
| Kahn Ruth | Paid Intern - House Program | $1,667 | 1 |
| Pacheco Juan M. | District Office Paid Intern - | $1,475 | 1 |
| Ramirez Chloe | Paid Intern - House Program | $1,267 | 1 |
| Allman-Bendall Colton J. | Paid Intern - House Program | $1,267 | 1 |
| Uy Tesy Sidney K. | Paid Intern - House Program | $1,167 | 1 |
| Gignilliat Austin H. | Paid Intern - House Program | $1,167 | 2 |
| Mireles II Michael A. | District Office Paid Intern - | $1,150 | 2 |
| Maharaj Sabrina I. | District Office Paid Intern - | $1,150 | 2 |
| Mendoza Aleina A. | District Office Paid Intern - | $1,050 | 2 |
| Choudry Zainab N. | Paid Intern - House Program | $1,000 | 1 |
| Helms Jack | Paid Intern - House Program | $800 | 1 |
| Odili Ferah-Chukwu L. | Paid Intern - House Program | $367 | 2 |
| Woodard Luke Mears | District Office Paid Intern - | $300 | 1 |
| Vennerberg Lucas B. | District Office Paid Intern - | $300 | 1 |
| Shah Krish A. | District Office Paid Intern - | $300 | 1 |
| Makuvire Kristin Tanai | District Office Paid Intern - | $300 | 1 |
| Brookover Anna | District Office Paid Intern - | $300 | 1 |
| Tovar Olivia M. | District Office Paid Intern - | $50 | 1 |
| Davis Eli B. | District Office Paid Intern - | $50 | 1 |
| Barnard Ali K. | District Office Paid Intern - | $50 | 1 |
Private funds
7private funds, LLCs and trusts with no ticker
1file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Virtus Real Estate LLC
manages $1.1B · 4 private funds
$8,000
Law Office of Julie Johnson PLLC, 100% Interest
held from 2024
$375K
Texas GI Consultants Real Estate Holding LLC
held from 2024
$33K
Charter Oak Production Co LLC
held from 2024
$16K
Gaingels EPIC Games LLC
held from 2024
$8,000
Gaingels MYCO 2021 LLC
held from 2024
$8,000
Johnson, Zegen, Scott & Williams PLLC, 97% Interest
held from 2024
$8,000
All 7, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Law Office of Julie Johnson PLLC, 100% Interest | held 2024 | $250K – $500K | |||||||
| Texas GI Consultants Real Estate Holding LLC | held 2024 | $15K – $50K | |||||||
| Charter Oak Production Co LLC | held 2024 | $2,002 – $30K | |||||||
| Gaingels EPIC Games LLC | held 2024 | $1,001 – $15K | |||||||
| Gaingels MYCO 2021 LLC | held 2024 | $1,001 – $15K | |||||||
| Johnson, Zegen, Scott & Williams PLLC, 97% Interest | held 2024 | $1,001 – $15K | |||||||
| Virtus Real Estate Capital LP | Virtus Real Estate LLC $1.1B managed | 2011, Texas | $50K | 2 | 2012-03-06 | held 2024 | $1,001 – $15K |
How their trades did
Each of Johnson's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 562 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-4.0%-2.0%0+2.0%+4.0%
30 days later
562 trades · 53% beat the market
+0.2%
90 days later
562 trades · 54% beat the market
+0.2%
Before the public knew: between trading and first reporting a trade (a median of 28 days; 13% of them reported late), their trades moved +0.4% against the market, where the same trades on other days give -0.4% to +1.2%. Copying each on the day it was reported would have earned -0.3% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Mar 15, 2024: 27.5% a year against the S&P 500's 17.4%; copying the reports, 20.7%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Bought Palantir Technologies Inc. (PLTR) 2025-01-15 · $1,001 – $15K · +72.0% against the market in 30 days, +53.4% in 90
- Bought Super Micro Computer, Inc. (SMCI) 2025-01-15 · $1,001 – $15K · +51.7% against the market in 30 days, +17.1% in 90
- Sold Fiserv, Inc. (FISV) 2025-10-03 · $1,001 – $15K · +51.0% against the market in 30 days, +50.7% in 90
Worst timed
- Bought Fiserv, Inc. (FISV) 2025-10-03 · $1,001 – $15K · -51.0% against the market in 30 days, -50.7% in 90
- Sold Palantir Technologies Inc. (PLTR) 2025-04-01 · $1,001 – $15K · -37.7% against the market in 30 days, -50.8% in 90
- Sold Seagate Technology Holdings PLC (STX) 2025-08-14 · $1,001 – $15K · -33.1% against the market in 30 days, -75.9% in 90
Financial disclosures
21 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Aug 13, 2026 | Annual Report for 2025 | 727 |
| Aug 5, 2026 | Periodic Transaction Report | 77 |
| Jun 12, 2026 | Periodic Transaction Report | 2 |
| Apr 6, 2026 | Extension for 2025 | — |
| Jan 15, 2026 | Periodic Transaction Report | 62 |
| Dec 11, 2025 | Periodic Transaction Report | 63 |
| Nov 14, 2025 | Periodic Transaction Report | 17 |
| Oct 7, 2025 | Periodic Transaction Report | 20 |
| Sep 11, 2025 | Periodic Transaction Report | 61 |
| Aug 14, 2025 | Periodic Transaction Report | 14 |
| Aug 12, 2025 | New Filer Report for 2024 | 542 |
| Jul 14, 2025 | Periodic Transaction Report | 3 |
| Jun 13, 2025 | Periodic Transaction Report | 5 |
| May 14, 2025 | Periodic Transaction Report | 144 |
| Apr 22, 2025 | Extension for 2024 | — |
| Apr 14, 2025 | Periodic Transaction Report | 19 |
| Mar 12, 2025 | Periodic Transaction Report | 49 |
| Feb 12, 2025 | Periodic Transaction Report | 51 |
| Aug 13, 2024 | Candidate Report for 2024 | 639 |
| May 8, 2024 | Extension for 2024 | — |
| Feb 12, 2024 | Candidate Report for 2023 | 0 |