Research
AnalysisPublished Aug 6, 2026

Julie Johnson's 76 Late Stock-Transfer Disclosures: What the Filing Shows

A House Periodic Transaction Report signed August 5 adds 76 previously unreported Julie Johnson household transaction entries with combined disclosure bands of $76,076 to $1.14 million. Seventy-four of those entries form 37 matched sale-and-purchase pairs between two Merrill Lynch accounts, so the filing should not be read as 76 new market bets or $1.14 million of new exposure.

By Congressional Trader ResearchMethod: official-source review + normalized-record comparison

Observed in the records

Julie Johnson's August 5 House PTR adds 76 late entries with reported bands totaling $76,076-$1.14 million, but 74 are paired transfers between two accounts rather than 74 independent stock bets.

Interpretation limits

The records do not by themselves establish motive, who directed a household trade, inside information, causation, current holdings, or future performance.

The official House filing contains 77 rows, 76 of them new

Filing ID 20035035 contains 77 transaction rows across nine pages, followed by a certification signed August 5. Seventy-six rows are marked New and one 3M purchase is marked Amended.

Every row uses the $1,001-$15,000 disclosure band. Adding the 76 new rows produces a lower bound of $76,076 and an upper bound of $1.14 million. Those are mechanical sums of broad reporting bands, not exact transaction values.

The 76 new entries consist of 74 matched account-transfer rows, a May 7, 2025 partial sale of Medtronic, and a February 2, 2026 Fifth Third Bancorp exchange. The exchange comment says Comerica stock was exchanged for Fifth Third stock following a merger.

  • Official document: 77 total rows, including 76 marked New and one marked Amended.
  • Paired transfers: 37 sales plus 37 purchases across the same 37 stocks.
  • Other new entries: one Medtronic partial sale and one Fifth Third Bancorp exchange.
  • New-row band sum: $76,076-$1.14 million, before considering transfer double-counting.

Seventy-four rows are paired transfers, not separate directional trades

For each of 37 stocks, the report lists a sale from a Merrill Lynch Tax Efficient Core account and a purchase into a Merrill Lynch Long Term Growth account on the same date and in the same $1,001-$15,000 band. The pattern spans September 23 through December 8, 2025.

Johnson spokesperson Chelsea Roe told NOTUS that the entries were transfers between accounts made to complete the divestment of those stocks in 2025. Roe said the final sales were reported on time but the transfer steps were not. The paired structure in the official PTR is consistent with that explanation, although the filing itself does not say whether each transfer was in-kind or executed through market sales and repurchases.

Earlier House PTRs support the distinction between transfer steps and final exits. At least 36 of the 37 transferred tickers also appear as final sales dated one to four days later in reports filed on October 7, November 14, December 11, 2025, or January 15, 2026. Those earlier sale rows are separate from the newly reported account-to-account pairs.

Why the 76 new entries were disclosed after the House deadline

The House Ethics Committee says a reportable transaction must be disclosed by the earlier of 30 days after the filer learns of it or 45 days after the transaction. The August report supplies both transaction and notification dates, allowing each new row to be tested against both clocks.

The 74 paired rows show notification dates from October 7, 2025 through January 9, 2026. Their August 5 filing came 208 to 302 days after notification and 240 to 316 days after the listed transactions. The new Medtronic row came 428 days after notification and 455 days after the transaction; the Fifth Third exchange came 153 days after notification and 184 days after the transaction.

All 76 rows marked New therefore fall outside both published House timing tests. That establishes late public reporting; it does not establish why the records were omitted, whether any late fee was assessed, or an insider-trading violation.

The amended 3M row corrects a date rather than adding a new trade

The only row marked Amended carries transaction ID 2000135564. Johnson's April 14, 2025 PTR reported that 3M purchase with a March 15, 2024 transaction date. The August filing changes the year to March 15, 2025 while retaining joint ownership, the purchase label, the $1,001-$15,000 band, the April 3, 2025 notification date, and the same Chase account.

Because the purchase was already public in April 2025, measuring disclosure delay from the corrected March 2025 transaction date to the August 2026 amendment would create a misleading 508-day figure. The amendment date describes when the date correction became public, not when the underlying purchase was first disclosed.

Why the live feed shows 73 rows instead of the official 77

Congressional Trader's production data, checked through records created at 14:25 UTC on August 7, contained 73 parsed ticker rows for House source 20035035. Their bands sum to $73,073-$1.095 million, but that is a parser result rather than the filing's complete row count.

The current feed omits the Fifth Third exchange and three stock rows: a CMS Energy purchase, a Deere sale, and a LyondellBasell sale. It also includes the amended 3M row alongside 72 of the 76 new entries. The official 77-row House document controls for this analysis.

This mismatch matters because a tracker can simultaneously undercount the filing and overstate delay on an amended row. Researchers should inspect filing status, subholding account, notification date, and earlier reports before treating every parsed line as a fresh trade signal.

The policy backdrop moved in the Senate, but H.R. 7008 is not law

On August 6, the Senate read H.R. 7008 a second time and placed it on the Senate Legislative Calendar under General Orders, Calendar No. 548. That is a new procedural step after the House's 232-198 passage vote, but the bill still has not passed the Senate or reached the president.

Johnson's filing illustrates why the existing disclosure system still needs careful source-level reading. Late reporting and account transfers are compliance and methodology issues; neither the filing nor committee overlap is evidence that the transactions used nonpublic information.

How to read this research

Public source

Built from House and Senate STOCK Act disclosures, not anonymous tips.

Range-aware

Reported amounts are shown as disclosure ranges instead of fake precision.

Context first

Filing delay, transaction type, and committee relevance are separate. Proximity is not causation.

Found an error? Review our editorial and corrections policy or email info@moonveil.ai.

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Up to five source-linked disclosures selected for weekly review. Inclusion is editorial, not a quantitative rank or recommendation.

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FAQ

Did Julie Johnson disclose 76 new stock trades on August 5?

She disclosed 76 entries marked New, but 74 are matched sale-and-purchase rows for transfers between two accounts. The other two are a Medtronic partial sale and a Fifth Third Bancorp exchange.

How much were the newly disclosed entries worth?

Adding the 76 reported bands yields $76,076-$1.14 million. That is not an exact value, and it counts both sides of 37 paired transfers, so it should not be treated as net new investment or market-trading volume.

Were the 76 entries reported late?

Yes under the dates in the filing and the House Ethics Committee's published timing rule. Each new row was filed more than 30 days after its notification date and more than 45 days after its transaction date.

Why does the Congressional Trader feed show 73 rows?

The production parser skips the Fifth Third exchange and missed three stock rows that cross PDF page or table boundaries. It also includes the separate amended 3M row, leaving 73 parsed rows versus 77 in the official document.

What did the 3M amendment change?

It changed the listed transaction date from March 15, 2024 to March 15, 2025. The purchase, owner, amount band, notification date, account, and transaction ID remained the same.

Does the late filing prove insider trading?

No. It establishes delayed disclosure of 76 entries. It does not establish use of material nonpublic information, intent, an ethics finding, or a criminal violation.