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JJ

Julie Johnson

DEMOCRATREPRESENTATIVETX-32SINCE JAN 2025
BUYS
80
SELLS
412
TRADES
492
COMPANIES
215
EST. VOLUME
$4.11M
MEDIAN LAG
29d
COMMITTEE ASSIGNMENTS4
House Committee on Foreign Affairs
The House Committee on Foreign Affairs considers legislation that impacts the diplomatic community, which includes the Department of State, the Agency for International Development, the Peace Corps, the United Nations, and the enforcement of the Arms Export Control Act.
Subcommittees
  • Europe
  • South and Central Asia
OVERSEESIndustrials
House Committee on Homeland Security
The House Committee on Homeland Security has jurisdiction over matters related to national defense. It has six subcommittees on border and maritime security; counterterrorism and intelligence; cybersecurity and infrastructure protection; emergency preparedness, response, and communications; oversight and management efficiency; and transportation and protective security. The Committee was created in 2002 in the aftermath of the September 11th, 2001 attacks.
Subcommittees
  • Border Security and Enforcement
  • Emergency Management and Technology
OVERSEESIndustrialsInformation Technology
House Committee on House Administration
The Committee on House Administration has legislative jurisdiction over the federal elections and the day-to-day operations of the House. The Committee's jurisdiction over federal elections requires it to consider proposals to amend federal election law and to monitor congressional elections across the United States. The Committee also sets budget authorizations for expenses of other House committees and members of Congress. It also oversees several federal organizations such as the Library of Congress and Smithsonian Institution.
Subcommittees
  • Elections
Joint Committee of Congress on the Library
Committee ↔ trade overlap
CONFLICT LENS
33.5%
of disclosed trade value sits in sectors Julie Johnson's committees directly oversee.
163 trades2 oversight sectors
Homeland Security
33.5% of value
IndustrialsInformation Technology
Foreign Affairs
15.4% of value
Industrials
Vs. their party
DEMOCRAT MEDIAN
Trades / year
YOU 212·PEER 7
28.4× more active
Oversight-sector mix
YOU 34%·PEER 42%
-8 pts
Median disclosure lag
YOU 29d·PEER 24d
5d slower
Est. excess vs SPY 90d
YOU +0.4%·PEER +0.4%
+0.0 pts
Sector mix · by value
OVERSIGHT
Financials
18.7%
Information Technology
18.1%
Industrials
15.4%
Health Care
14%
Consumer Discretionary
8.8%
Consumer Staples
7.6%
Utilities
6%
Energy
4.1%
Communication Services
2.7%
Real Estate
2.3%
Materials
2.1%
Where the edge comes from
OVERSIGHT vs REST · 90D
Oversight-sector trades
+4.4%mean excess
WIN 33%162 trades
Everything else
-1.6%mean excess
WIN 46%328 trades
Trades inside an oversight lane returned +6.0 pts more vs SPY than trades outside it.
Most-traded companies
BY TRADE COUNT
8 B
8 B
7 S
7 B
7 S
7 S
7 S
STOCK ACT DISCLOSURES · AMOUNTS REPORTED AS RANGES · ESTIMATES USE RANGE MIDPOINTS · OVERSIGHT MAPPING IS A HEURISTIC
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