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.
| 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 | BA BA
|
$1K–$15K | 2025-12-02 | 2026-08-05 LATE | PDF → |
| BUY | BA BA
|
$1K–$15K | 2025-12-02 | 2026-08-05 LATE | PDF → |
| SELL | VR VRSK
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| BUY | AD ADBE
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| SELL | MD MDLZ
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| SELL | DG DGX
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| SELL | AD ADBE
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| BUY | MD MDLZ
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| BUY | DG DGX
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| BUY | VR VRSK
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| SELL | IP IP
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| BUY | IP IP
|
$1K–$15K | 2025-10-30 | 2026-08-05 LATE | PDF → |
| BUY | WY WY
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| SELL | AL ALK
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| BUY | AL ALK
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| SELL | WY WY
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| SELL | GE GEN
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| BUY | GE GEN
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| BUY | DE DE
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| SELL | FF FFIV
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| BUY | FF FFIV
|
$1K–$15K | 2025-10-21 | 2026-08-05 LATE | PDF → |
| BUY | FI FI
|
$1K–$15K | 2025-10-03 | 2026-08-05 LATE | PDF → |
| BUY | CA CARR
|
$1K–$15K | 2025-10-03 | 2026-08-05 LATE | PDF → |
| SELL | FI FI
|
$1K–$15K | 2025-10-03 | 2026-08-05 LATE | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 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 | $15K | 11.1% | +10.9% | Apr 2025 | Dec 2025 |
CR CRL |
$9K | 6.9% | +144.2% | Feb 2025 | Jan 2025 | |
CO COF |
recent | $8K | 6.2% | +16.3% | Mar 2025 | Dec 2025 |
BK BK |
recent | $8K | 5.5% | +21.7% | Mar 2025 | Dec 2025 |
DG DG |
$7K | 5.1% | +78.8% | Feb 2025 | Jan 2025 | |
GO GOOG |
recent | $5K | 3.9% | +12.9% | Nov 2025 | Dec 2025 |
PL PLTR |
recent | $5K | 3.6% | +147.2% | Feb 2025 | Jun 2025 |
NO NOW |
recent | $5K | 3.6% | +27.9% | Aug 2026 | Dec 2025 |
LY LYB |
recent | $4K | 3.1% | +10.4% | Aug 2026 | Sep 2025 |
CI CI |
recent | $4K | 3.1% | +7.8% | Feb 2025 | Dec 2025 |
VR VRSN |
recent | $4K | 3.0% | +5.3% | Aug 2026 | Oct 2025 |
DE DE |
recent | $4K | 3.0% | +4.2% | Aug 2026 | Dec 2025 |
WE WEC |
recent | $4K | 2.9% | +3.2% | Aug 2026 | Sep 2025 |
DG DGX |
recent | $4K | 2.9% | +3.0% | Aug 2026 | Nov 2025 |
DV DVA |
recent | $4K | 2.9% | +1.8% | Aug 2026 | Sep 2025 |
VR VRSK |
recent | $4K | 2.8% | +0.3% | Aug 2026 | Nov 2025 |
DO DOW |
$4K | 2.8% | -1.1% | Feb 2025 | Jan 2025 | |
MD MDLZ |
recent | $4K | 2.8% | -1.4% | Aug 2026 | Dec 2025 |
AO AOS |
recent | $4K | 2.7% | -3.4% | Aug 2026 | Sep 2025 |
EQ EQIX |
recent | $4K | 2.7% | -3.8% | Aug 2026 | Sep 2025 |
TA TAP |
recent | $4K | 2.7% | -6.4% | Aug 2026 | Sep 2025 |
RO ROL |
recent | $4K | 2.6% | -8.6% | Aug 2026 | Sep 2025 |
PA PAYX |
recent | $4K | 2.6% | -9.0% | Aug 2026 | Sep 2025 |
FF FFIV |
recent | $3K | 2.5% | -11.5% | Aug 2026 | Oct 2025 |
GE GEN |
recent | $3K | 2.5% | -13.0% | Aug 2026 | Oct 2025 |
IP IP |
recent | $3K | 2.4% | -14.0% | Aug 2026 | Nov 2025 |
BA BA |
recent | $3K | 2.0% | -28.0% | Feb 2025 | Dec 2025 |
AL ALK |
recent | $3K | 2.0% | -29.8% | Aug 2026 | Oct 2025 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-13 77d ago | — | PDF → |
| 2 | PTR | 2026-08-05 85d ago | 74 | PDF → |
| 3 | PTR | 2026-06-12 139d ago | 2 | PDF → |
| 4 | PTR | 2026-01-15 287d ago | 61 | PDF → |
| 5 | PTR | 2025-12-11 322d ago | 63 | PDF → |
| 6 | PTR | 2025-11-14 349d ago | 16 | PDF → |
| 7 | PTR | 2025-10-07 387d ago | 20 | PDF → |
| 8 | PTR | 2025-09-11 413d ago | 61 | PDF → |
| 9 | PTR | 2025-08-14 441d ago | 14 | PDF → |
| 10 | PTR | 2025-07-14 472d ago | 3 | PDF → |
| 11 | PTR | 2025-06-13 503d ago | 5 | PDF → |
| 12 | PTR | 2025-05-14 533d ago | 140 | PDF → |
| 13 | PTR | 2025-04-14 563d ago | 19 | PDF → |
| 14 | PTR | 2025-03-12 596d ago | 49 | PDF → |
| 15 | PTR | 2025-02-12 624d ago | 51 | PDF → |
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.
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