Kelly MorrisonD
House · MN-3 · Filing since Jan 6, 2025
House Committee on Veterans' AffairsHouse Committee on Small Business
Disclosed trades
127
Disclosed volume
$154K
range midpoints
Return on matched positions
+38.4%
S&P 500, same days
+36.3%
Excess vs S&P 500
+2.1%
Median holding
536d
Closed positions
0.0%0W / 1L
Bought and sold. Realized: −$1K
Still held
100.0%9W / 0L
Open at the latest close. Unrealized: $60K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| AVGO | Apr 11, 2025 | Open | $33K | +86.5% | +42.7% | +43.8% | 527d |
| AVGO | Apr 11, 2025 | Open | $8K | +86.5% | +42.7% | +43.8% | 527d |
| META | Apr 11, 2025 | Open | $33K | +22.5% | +42.7% | -20.2% | 527d |
| META | Apr 11, 2025 | Open | $8K | +22.5% | +42.7% | -20.2% | 527d |
| META | Mar 24, 2025 | Open | $8K | +7.6% | +32.7% | -25.1% | 545d |
| META | Mar 24, 2025 | Open | $8K | +7.6% | +32.7% | -25.1% | 545d |
| META | Mar 24, 2025 | Open | $33K | +7.6% | +32.7% | -25.1% | 545d |
| TGT | Mar 3, 2025 | Mar 21, 2025 | $8K | -13.8% | -3.4% | -10.4% | 18d |
| AVGO | Mar 21, 2025 | Open | $8K | +77.0% | +35.1% | +42.0% | 548d |
| AVGO | Mar 21, 2025 | Open | $8K | +77.0% | +35.1% | +42.0% | 548d |
Latest filings
All 127 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
ACNAccenture plc Class A Ordinary Shares | Sell | Spouse | Aug 11, 2026 | Aug 25, 2026 | $1,001 - $15,000 | PDF ↗ |
MBGLMobility Global Inc. Common Stock | Sell | Spouse | Aug 11, 2026 | Aug 25, 2026 | $1,001 - $15,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Sell | Spouse | Aug 11, 2026 | Aug 25, 2026 | $15,001 - $50,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Sell | Self | Aug 11, 2026 | Aug 25, 2026 | $1,001 - $15,000 | PDF ↗ |
SOLSSolstice Advanced Materials Inc. | Sell | Spouse | Aug 11, 2026 | Aug 25, 2026 | $1,001 - $15,000 | PDF ↗ |
MBGLMobility Global Inc. Common Stock | Sell | Self | Aug 11, 2026 | Aug 25, 2026 | $1,001 - $15,000 | PDF ↗ |
MBGLMobility Global Inc. Common Stock | Sell | Spouse | Aug 11, 2026 | Aug 25, 2026 | $1,001 - $15,000 | PDF ↗ |
HONAVHoneywell Aerospace Inc. | Exchange | Spouse | Jun 29, 2026 | Jul 30, 2026 | $15,001 - $50,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Joint | Jun 19, 2026 | Jul 9, 2026 | $100,001 - $250,000 | PDF ↗ |
—StarCloud | Sell | Joint | May 4, 2026 | May 21, 2026 | $15,001 - $50,000 | PDF ↗ |
—Saronic Technologies | Sell | Joint | May 4, 2026 | May 5, 2026 | $15,001 - $50,000 | PDF ↗ |
—Hermeus Corp | Sell | Joint | May 4, 2026 | May 5, 2026 | $15,001 - $50,000 | PDF ↗ |
—Star Catcher Industries, Inc. | Sell | Joint | May 4, 2026 | May 5, 2026 | $15,001 - $50,000 | PDF ↗ |
—Pelvital USA, Inc. | Buy | Joint | Apr 17, 2026 | May 5, 2026 | $15,001 - $50,000 | PDF ↗ |
—Artistry in Motion, LLC | Buy | Joint | Apr 15, 2026 | May 5, 2026 | $50,001 - $100,000 | PDF ↗ |
—Cavall | Buy | Joint | Apr 14, 2026 | May 5, 2026 | $1,001 - $15,000 | PDF ↗ |
—Star Catcher Industries, Inc. | Buy | Joint | Apr 6, 2026 | May 5, 2026 | $15,001 - $50,000 | PDF ↗ |
—StarCloud | Buy | Self | Mar 15, 2026 | Apr 2, 2026 | $15,001 - $50,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Mar 15, 2026 | Apr 2, 2026 | $100,001 - $250,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Jan 20, 2026 | Apr 2, 2026 | $250,001 - $500,000 | PDF ↗ |
—Cavall | Buy | Self | Dec 22, 2025 | Apr 2, 2026 | $1,001 - $15,000 | PDF ↗ |
—FluxAI | Buy | Self | Dec 22, 2025 | Apr 2, 2026 | $15,001 - $50,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Oct 15, 2025 | Apr 2, 2026 | $50,001 - $100,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Sep 15, 2025 | Apr 2, 2026 | $100,001 - $250,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Jun 15, 2025 | Apr 2, 2026 | $250,001 - $500,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Mar 15, 2025 | Apr 2, 2026 | $250,001 - $500,000 | PDF ↗ |
—Andersen Corporation | Partial sale | Self | Jan 20, 2025 | Apr 2, 2026 | $500,001 - $1,000,000 | PDF ↗ |
—Saronic Technologies | Buy | Self | Mar 9, 2026 | Mar 10, 2026 | $15,001 - $50,000 | PDF ↗ |
AJGArthur J. Gallagher & Co. Common Stock | Sell | Self | Mar 8, 2026 | Mar 10, 2026 | $1,001 - $15,000 | PDF ↗ |
AJGArthur J. Gallagher & Co. Common Stock | Sell | Self | Mar 8, 2026 | Mar 10, 2026 | $1,001 - $15,000 | PDF ↗ |
AJGArthur J. Gallagher & Co. Common Stock | Sell | Self | Mar 8, 2026 | Mar 10, 2026 | $15,001 - $50,000 | PDF ↗ |
MICCThe Magnum Ice Cream Company N.V. Ordinary Shares | Sell | Self | Mar 8, 2026 | Mar 10, 2026 | $1,001 - $15,000 | PDF ↗ |
MICCThe Magnum Ice Cream Company N.V. Ordinary Shares | Sell | Self | Mar 8, 2026 | Mar 10, 2026 | $1,001 - $15,000 | PDF ↗ |
—Hermeus Corp | Buy | Self | Mar 2, 2026 | Mar 5, 2026 | $15,001 - $50,000 | PDF ↗ |
—Arcade AI. Inc. | Buy | Self | Mar 2, 2026 | Mar 3, 2026 | $15,001 - $50,000 | PDF ↗ |
—HM Companies LLC | Buy | Self | Feb 11, 2026 | Mar 2, 2026 | $1,001 - $15,000 | PDF ↗ |
—Axiom Quant Inc. (dba Axiom Math) | Buy | Self | Feb 11, 2026 | Mar 2, 2026 | $15,001 - $50,000 | PDF ↗ |
—Rhoda AI | Buy | Self | Feb 20, 2026 | Feb 25, 2026 | $15,001 - $50,000 | PDF ↗ |
—Project Stardust | Buy | Self | Feb 11, 2026 | Feb 25, 2026 | $15,001 - $50,000 | PDF ↗ |
AMIAdvanced Machine Intelligence Labs | Buy | Self | Jan 29, 2026 | Feb 12, 2026 | $15,001 - $50,000 | PDF ↗ |
—Aalo Atomics | Buy | Self | Jan 29, 2026 | Feb 4, 2026 | $15,001 - $50,000 | PDF ↗ |
—Sygaldry Technologies, Inc. | Buy | Self | Jan 29, 2026 | Feb 4, 2026 | $15,001 - $50,000 | PDF ↗ |
—Varda Space Industries, Inc. | Buy | Self | Jan 20, 2026 | Feb 4, 2026 | $15,001 - $50,000 | PDF ↗ |
—Modak Communities Inc. | Buy | Self | Jan 20, 2026 | Feb 4, 2026 | $15,001 - $50,000 | PDF ↗ |
—CogniChip, Inc. | Buy | Self | Jan 20, 2026 | Feb 4, 2026 | $15,001 - $50,000 | PDF ↗ |
ASHGYASHTED GRP PLC S/ADR | Exchange | Self | Dec 10, 2025 | Jan 20, 2026 | $15,001 - $50,000 | PDF ↗ |
ASHGYASHTED GRP PLC S/ADR | Exchange | Self | Dec 10, 2025 | Jan 20, 2026 | $1,001 - $15,000 | PDF ↗ |
ASHGYASHTED GRP PLC S/ADR | Exchange | Self | Dec 10, 2025 | Jan 20, 2026 | $1,001 - $15,000 | PDF ↗ |
ASHGYASHTED GRP PLC S/ADR | Exchange | Self | Dec 10, 2025 | Jan 20, 2026 | $15,001 - $50,000 | PDF ↗ |
—Benable | Buy | Self | Dec 15, 2025 | Dec 19, 2025 | $15,001 - $50,000 | PDF ↗ |
—Lazurite Holdings LLC | Buy | Self | Oct 24, 2025 | Nov 6, 2025 | $15,001 - $50,000 | PDF ↗ |
TMOThermo Fisher Scientific Inc Common Stock | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $1,001 - $15,000 | PDF ↗ |
TMOThermo Fisher Scientific Inc Common Stock | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $15,001 - $50,000 | PDF ↗ |
JNJJohnson & Johnson Common Stock | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $1,001 - $15,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $1,001 - $15,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $1,001 - $15,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $1,001 - $15,000 | PDF ↗ |
TMOThermo Fisher Scientific Inc Common Stock | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $15,001 - $50,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $15,001 - $50,000 | PDF ↗ |
ACNAccenture plc Class A Ordinary Shares | Partial sale | Self | Aug 19, 2025 | Sep 11, 2025 | $15,001 - $50,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Prices were unavailable for some tickers (delisted or renamed), so they are excluded: 3/24
- Sales with no matching purchase on file: 55
- Public records shown for information only. Not investment advice.
- Last computed: Sep 20, 2026