Ro Khanna × JNJ

This May 2025 sell of $1,001 in Johnson and Johnson is the most recent of 88 disclosed transactions in this stock according to public disclosure data. No signals fired on this individual trade: the disclosure was timely at 22 days, the size matches the typical minimum-bracket transaction, and only two members traded JNJ in the surrounding window. Viewed in isolation, this trade carries low signal density. Its significance lies primarily in context: it is one data point in a high-frequency pattern across a large portfolio managed by Khanna's family trust. Khanna has publicly stated he does not direct the trades and supports a congressional stock trading ban. The committee overlap signal did not fire because Khanna's formal jurisdictions center on defense technology and government oversight rather than pharmaceutical regulation or FDA policy.

This May 28, 2025 sell of $1,001 in Johnson and Johnson was disclosed promptly in 13 days and draws no flags on any signal. The trade is a minimum-bracket transaction consistent with automated or systematic portfolio activity. No other members traded JNJ in the surrounding two-week window, and the size provides no distinguishing information. As part of the broader 88-trade record in this ticker, this transaction reinforces the pattern of frequent, small-lot activity interspersed with occasional larger trades. Khanna's committees do not sit in the pharmaceutical oversight space, limiting the direct regulatory-exposure argument for this pairing, though Johnson and Johnson's scale means it touches multiple federal policy areas including defense health procurement and drug pricing legislation that periodically reach the House floor.

This June 20, 2025 sell of $1,001 in Johnson and Johnson is individually modest, a minimum-bracket transaction filed within 19 days. However, the member cluster signal fires here: four members of Congress traded JNJ within the surrounding 14-day window, meeting the threshold that suggests the trade may reflect a shared informational environment or a common reaction to public market or policy developments affecting the company. Cluster activity does not confirm coordination, but it raises the question of what observable or non-public factor was drawing multiple members to the same stock at the same time. The sell direction, combined with clustering, is worth tracking against public news and policy developments in the pharmaceutical sector during late June 2025. This trade is one of 88 in the disclosed record for this pairing.

This June 23, 2025 sell of $15,001 in Johnson and Johnson is the highest-signal trade in this recent batch. Two signals fire simultaneously: the trade is roughly 15 times the median size for this politician-ticker pair, and four members of Congress were active in JNJ within the same 14-day window. The combination of an outsized sell and congressional clustering makes this the most structurally notable transaction among the 10 most recent. The disclosure was timely at 16 days, so no filing delay concern applies. Viewed alongside the preceding $1,001 sell on June 20 (Trade 5270), which also triggered the cluster signal, a pattern of accelerated selling in the final days of June 2025 emerges. Within the larger 88-trade record, elevated-size transactions like this one stand out as departure points from the otherwise minimum-bracket cadence.

This July 1, 2025 sell of $1,001 in Johnson and Johnson was not disclosed until August 7, a 37-day delay that exceeds Kapitol.ai's 30-day internal flag threshold. It is worth noting this delay does not breach the STOCK Act's 45-day statutory deadline, so no legal violation is implied. Still, a gap of over five weeks between a transaction and its public filing is longer than the typical turnaround observed in earlier trades in this record, several of which were filed in under two weeks. The trade itself is minimal in size and occurred with no concurrent cluster activity. Within the 88-trade pattern, this is one of several instances where the filing cadence slows, which can reflect administrative lag in trust-managed accounts but is flagged here for transparency.

This July 25, 2025 buy of $15,001 in Johnson and Johnson is notable for its size relative to the typical trade in this record. At approximately 15 times the median transaction value for this politician-ticker pair, it represents one of the larger disclosed positions in the recent 10-trade window. The disclosure was prompt at 13 days, and no cluster activity surrounded it. Contextually, this elevated buy follows the elevated sell of $15,001 on June 23 (Trade 5159), suggesting the trust may be actively managing position size in JNJ rather than passively holding. The absence of a cluster signal here distinguishes this buy from the earlier sell, indicating fewer members were concurrently active in JNJ around late July. Across 88 disclosed trades, $15,001-bracket transactions appear periodically and represent a meaningfully different allocation decision than the dominant minimum-bracket trades.

This August 4, 2025 buy of $1,001 in Johnson and Johnson carries one flag: its disclosure was filed 36 days after the transaction, exceeding Kapitol.ai's 30-day internal benchmark. As with Trade 4852, this delay does not constitute a STOCK Act violation given the 45-day statutory deadline, but it is the second instance in this 10-trade window where the filing lag crossed the 30-day mark. The trade itself is minimum-bracket and occurred with no concurrent cluster activity from other members. The disclosure pattern across these 10 trades shows a variable filing cadence: some transactions are reported in under a week while others approach the statutory limit. For a trust-managed account with high trading volume, administrative factors may explain this variability, but the pattern is noted across the 88-trade record.

This September 29, 2025 buy of $1,001 in Johnson and Johnson is the cleanest trade in the recent 10-transaction window by signal count: no flags fire across any of the five signals. The 4-day disclosure turnaround is the fastest observed in this batch. The trade is minimum-bracket, no other members were concurrently active in JNJ, and no committee overlap is established. It represents a baseline data point in the 88-trade record, illustrating the kind of routine, promptly disclosed transaction that characterizes much of the volume when controlling for outliers. The absence of any flags here is useful for comparison against the trades in this window that did trigger signals, particularly the clustered and oversized sells from June 2025.

This October 30, 2025 buy of $1,001 in Johnson and Johnson was filed promptly in 7 days and is minimum-bracket in size, but the member cluster signal fires: three members of Congress traded JNJ in the surrounding 14-day window, meeting the threshold exactly. Cluster activity at the minimum threshold is weaker evidence than a higher count, but the pattern still suggests some degree of shared timing among congressional traders. This is the second cluster-flagged buy in the recent 10-trade window (alongside Trade 905 below). The buy direction here, following the mid-year selling activity in June, may reflect a re-entry or position rebuild in JNJ. Across the 88-trade record, the interplay between selling phases and subsequent buying in this stock is one of the more analytically interesting structural features of the portfolio's JNJ exposure.

This November 7, 2025 buy of $15,001 in Johnson and Johnson is the highest-signal trade in this 10-trade window alongside Trade 5159: three signals fire simultaneously. The transaction is approximately 15 times the median size for this pair, three members traded JNJ in the surrounding 14-day window, and the disclosure arrived 31 days after the trade, exceeding Kapitol.ai's 30-day internal flag threshold. The delay does not breach the STOCK Act's 45-day statutory deadline, so no legal violation is implied. The combination of an elevated buy, concurrent cluster activity, and a slow filing is the most notable signal configuration in this recent batch. This $15,001 buy follows a $15,001 buy on July 25 (Trade 4226) and continues a pattern across the 88-trade record where the larger-bracket transactions occasionally coincide with multi-member activity in the same stock around the same period.