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Financial disclosures · Stock trades

Julie Johnson

Periodic transaction report filed August 5, 2026, TX32. Member page · The Clerk's PDF (document 20035035)

77
Transactions
on 10 pages
38
Purchases
38
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member MMM 3M Company Common Stock (MMM) (Stock) Purchase Mar 15, 2025 Apr 3, 2025 $1,001 to $15,000 Amended. Subholding of Chase Brokerage Account (3935).
2 Joint AOS A.O. Smith Corporation Common Stock (AOS) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
3 Joint AOS A.O. Smith Corporation Common Stock (AOS) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
4 Joint ADBE Adobe Inc. - Common Stock (ADBE) (Stock) Purchase Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
5 Joint ADBE Adobe Inc. - Common Stock (ADBE) (Stock) Sale Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
6 Joint A Agilent Technologies, Inc. Common Stock (A) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
7 Joint A Agilent Technologies, Inc. Common Stock (A) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
8 Joint ALK Alaska Air Group, Inc. Common Stock (ALK) (Stock) Purchase Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
9 Joint ALK Alaska Air Group, Inc. Common Stock (ALK) (Stock) Sale Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
10 Joint AEE Ameren Corporation Common Stock (AEE) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
11 Joint AEE Ameren Corporation Common Stock (AEE) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
12 Joint BA Boeing Company (BA) (Stock) Purchase Dec 2, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
13 Joint BA Boeing Company (BA) (Stock) Sale Dec 2, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
14 Joint CARR Carrier Global Corporation Common Stock (CARR) (Stock) Sale Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
15 Joint CARR Carrier Global Corporation Common Stock (CARR) (Stock) Purchase Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
16 Joint CMS CMS Energy Corporation Common Stock (CMS) (Stock) Purchase Dec 8, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
17 Joint CMS CMS Energy Corporation Common Stock (CMS) (Stock) Sale Dec 8, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
18 Joint CL Colgate-Palmolive Company Common Stock (CL) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
19 Joint CL Colgate-Palmolive Company Common Stock (CL) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
20 Joint DVA DaVita Inc. Common Stock (DVA) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
21 Joint DVA DaVita Inc. Common Stock (DVA) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
22 Joint SRE DBA Sempra Common Stock (SRE) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
23 Joint SRE DBA Sempra Common Stock (SRE) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
24 Joint DE Deere & Company Common Stock (DE) (Stock) Purchase Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
25 Joint DE Deere & Company Common Stock (DE) (Stock) Sale Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
26 Joint EQIX Equinix, Inc. - Common Stock (EQIX) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
27 Joint EQIX Equinix, Inc. - Common Stock (EQIX) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
28 Joint FFIV F5, Inc. - Common Stock (FFIV) (Stock) Purchase Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
29 Joint FFIV F5, Inc. - Common Stock (FFIV) (Stock) Sale Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
30 Joint FITB Fifth Third Bancorp - Common Stock (FITB) (Stock) Exchange Feb 2, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core. Comerica stock exchanged for Fifth Third Bancorp stock following merger.
31 Joint FISV Fiserv, Inc. - Common Stock (FISV) (Stock) Sale Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
32 Joint FISV Fiserv, Inc. - Common Stock (FISV) (Stock) Purchase Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
33 Joint GEN Gen Digital Inc. - Common Stock (GEN) (Stock) Purchase Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
34 Joint GEN Gen Digital Inc. - Common Stock (GEN) (Stock) Sale Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
35 Joint HON Honeywell International Inc. (HON) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
36 Joint HON Honeywell International Inc. (HON) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
37 Joint IP International Paper Company Common Stock (IP) (Stock) Purchase Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
38 Joint IP International Paper Company Common Stock (IP) (Stock) Sale Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
39 Joint KEY KeyCorp Common Stock (KEY) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
40 Joint KEY KeyCorp Common Stock (KEY) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
41 Joint KR Kroger Company (KR) (Stock) Purchase Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
42 Joint KR Kroger Company (KR) (Stock) Sale Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
43 Joint LYB LyondellBasell Industries NV Ordinary Shares Class A (LYB) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
44 Joint LYB LyondellBasell Industries NV Ordinary Shares Class A (LYB) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
45 Joint MKC McCormick & Company, Incorporated Common Stock (MKC) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
46 Joint MKC McCormick & Company, Incorporated Common Stock (MKC) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
47 Joint MDT Medtronic plc. Ordinary Shares (MDT) (Stock) Sale (partial) May 7, 2025 Jun 3, 2025 $1,001 to $15,000 New. Subholding of Chase Brokerage Account (3935).
48 Joint TAP Molson Coors Beverage Company Class B Common Stock (TAP) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
49 Joint TAP Molson Coors Beverage Company Class B Common Stock (TAP) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
50 Joint MDLZ Mondelez International, Inc. - Class A Common Stock (MDLZ) (Stock) Purchase Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
51 Joint MDLZ Mondelez International, Inc. - Class A Common Stock (MDLZ) (Stock) Sale Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
52 Joint MNST Monster Beverage Corporation - Common Stock (MNST) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
53 Joint MNST Monster Beverage Corporation - Common Stock (MNST) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
54 Joint PAYX Paychex, Inc. - Common Stock (PAYX) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
55 Joint PAYX Paychex, Inc. - Common Stock (PAYX) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
56 Joint PAYC Paycom Software, Inc. Common Stock (PAYC) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
57 Joint PAYC Paycom Software, Inc. Common Stock (PAYC) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
58 Joint PEG Public Service Enterprise Group Incorporated Common Stock (PEG) (Stock) Purchase Dec 8, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
59 Joint PEG Public Service Enterprise Group Incorporated Common Stock (PEG) (Stock) Sale Dec 8, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
60 Joint DGX Quest Diagnostics Incorporated Common Stock (DGX) (Stock) Sale Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
61 Joint DGX Quest Diagnostics Incorporated Common Stock (DGX) (Stock) Purchase Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
62 Joint ROL Rollins, Inc. Common Stock (ROL) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
63 Joint ROL Rollins, Inc. Common Stock (ROL) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
64 Joint NOW ServiceNow, Inc. Common Stock (NOW) (Stock) Sale Dec 8, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
65 Joint NOW ServiceNow, Inc. Common Stock (NOW) (Stock) Purchase Dec 8, 2025 Jan 9, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
66 Joint CI The Cigna Group Common Stock (CI) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
67 Joint CI The Cigna Group Common Stock (CI) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
68 Joint UDR UDR, Inc. Common Stock (UDR) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
69 Joint UDR UDR, Inc. Common Stock (UDR) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
70 Joint VRSN VeriSign, Inc. - Common Stock (VRSN) (Stock) Purchase Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
71 Joint VRSN VeriSign, Inc. - Common Stock (VRSN) (Stock) Sale Oct 3, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
72 Joint VRSK Verisk Analytics, Inc. - Common Stock (VRSK) (Stock) Sale Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
73 Joint VRSK Verisk Analytics, Inc. - Common Stock (VRSK) (Stock) Purchase Oct 30, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
74 Joint WEC WEC Energy Group, Inc. Common Stock (WEC) (Stock) Purchase Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.
75 Joint WEC WEC Energy Group, Inc. Common Stock (WEC) (Stock) Sale Sep 23, 2025 Oct 7, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
76 Joint WY Weyerhaeuser Company Common Stock (WY) (Stock) Sale Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Tax Efficient Core.
77 Joint WY Weyerhaeuser Company Common Stock (WY) (Stock) Purchase Oct 21, 2025 Nov 6, 2025 $1,001 to $15,000 New. Subholding of Merrill Lynch Long Term Growth.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Julie Johnson's reported trades Their filings

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