Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Julie Johnson
Following their disclosures vs. same money in SPY: +2.0 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| EXCHANGE |  FI FITB
|
$1K–$15K | 2026-02-02 | 2026-08-05 LATE | PDF → |
| BUY |  PE PEG
|
$1K–$15K | 2025-12-08 | 2026-08-05 LATE | PDF → |
| SELL | PE PEG
|
$1K–$15K | 2025-12-08 | 2026-08-05 LATE | PDF → |
| SELL |  CM CMS
|
$1K–$15K | 2025-12-08 | 2026-08-05 LATE | PDF → |
| SELL |  NO NOW
|
$1K–$15K | 2025-12-08 | 2026-08-05 LATE | PDF → |
| BUY | NO NOW
|
$1K–$15K | 2025-12-08 | 2026-08-05 LATE | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-02 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-02 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-21 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-03 | 2026-08-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-03 | 2026-08-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-03 | 2026-08-05 LATE | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Johnson still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 MM MMM |
recent | $14K | 10.8% | +5.9% | Apr 2025 | Dec 2025 |
 CO COF |
recent | $9K | 6.5% | +18.2% | Mar 2025 | Dec 2025 |
 BK BK |
recent | $8K | 5.6% | +21.7% | Mar 2025 | Dec 2025 |
 CR CRL |
$7K | 5.3% | +81.7% | Feb 2025 | Jan 2025 | |
 DG DG |
$7K | 5.1% | +76.5% | Feb 2025 | Jan 2025 | |
 GO GOOG |
recent | $6K | 4.2% | +17.7% | Nov 2025 | Dec 2025 |
| NO NOW |
recent | $4K | 3.3% | +12.9% | Aug 2026 | Dec 2025 |
| 🔒Register for free to view | recent | $4K | 3.2% | +9.9% | Aug 2026 | Dec 2025 |
| 🔒Register for free to view | recent | $4K | 3.2% | +110.0% | Feb 2025 | Jun 2025 |
| 🔒Register for free to view | recent | $4K | 3.1% | +8.2% | Aug 2026 | Oct 2025 |
| 🔒Register for free to view | recent | $4K | 3.0% | +4.7% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 3.0% | +2.6% | Feb 2025 | Dec 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | +0.5% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | +0.4% | Aug 2026 | Oct 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | -0.3% | Aug 2026 | Oct 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | -0.5% | Aug 2026 | Dec 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | -1.0% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | -1.5% | Aug 2026 | Nov 2025 |
| 🔒Register for free to view | recent | $4K | 2.9% | -1.6% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.8% | -3.6% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.8% | -5.2% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.7% | -7.1% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.7% | -7.1% | Aug 2026 | Nov 2025 |
| 🔒Register for free to view | recent | $4K | 2.6% | -8.9% | Aug 2026 | Sep 2025 |
| 🔒Register for free to view | recent | $4K | 2.6% | -9.4% | Feb 2025 | Dec 2025 |
| 🔒Register for free to view | recent | $3K | 2.5% | -14.3% | Aug 2026 | Nov 2025 |
| 🔒Register for free to view | $3K | 2.4% | -15.9% | Feb 2025 | Jan 2025 | |
| 🔒Register for free to view | recent | $3K | 2.4% | -18.8% | Aug 2026 | Oct 2025 |
Filings 15 on file · every disclosure Johnson has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-13 32d ago | — | PDF → |
| 2 | PTR | 2026-08-05 40d ago | 74 | PDF → |
| 3 | PTR | 2026-06-12 94d ago | 2 | PDF → |
| 4 | PTR | 2026-01-15 242d ago | 61 | PDF → |
| 5 | PTR | 2025-12-11 277d ago | 63 | PDF → |
| 6 | PTR | 2025-11-14 304d ago | 16 | PDF → |
| 7 | PTR | 2025-10-07 342d ago | 20 | 🔒Register for free to view |
| 8 | PTR | 2025-09-11 368d ago | 61 | 🔒Register for free to view |
| 9 | PTR | 2025-08-14 396d ago | 14 | 🔒Register for free to view |
| 10 | PTR | 2025-07-14 427d ago | 3 | 🔒Register for free to view |
| 11 | PTR | 2025-06-13 458d ago | 5 | 🔒Register for free to view |
| 12 | PTR | 2025-05-14 488d ago | 140 | 🔒Register for free to view |
| 13 | PTR | 2025-04-14 518d ago | 19 | 🔒Register for free to view |
| 14 | PTR | 2025-03-12 551d ago | 49 | 🔒Register for free to view |
| 15 | PTR | 2025-02-12 579d ago | 51 | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.