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Kelly Morrison: stock trades

Democrat, Representative for MN's 3rd district. Value ranges as filed, never exact figures.

Activity

Stock and option trades by trade date, last 24 months, any company.

Kelly Morrison: purchases and sales per month
0 5 10 15 20 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 6 purchases Mar 2025: 14 sales Mar Apr 2025: 4 purchases Apr 2025: 5 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 17 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 11 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 0 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 5 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 7 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 202500
Mar 2025614
Apr 202545
May 202500
Jun 2025017
Jul 202500
Aug 2025011
Sep 202500
Oct 202500
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202605
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202607
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
69
Purchases
10
Sales
59
In 2026
12

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

  • Technology31% of trades 19
  • Health Care18% of trades 11
  • Industrials15% of trades 9
  • Financials11% of trades 7
  • Communication Services10% of trades 6
  • Consumer Staples8% of trades 5

Would copying Kelly Morrison’s trades have beaten the S&P 500?

Copying Kelly Morrison’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on April 7, 2025 into $17,334 by November 2, 2026, against $15,247 in the S&P 500: +42.0% a year against +30.9%, with a beta of 1.05. Selling each purchase after 6 months instead would have made +32.8% a year. Many of Kelly Morrison’s trades are not share purchases, so only 10 share purchases can be judged trade by trade, too few to rank. Six months after each report, the average share purchase was +15.5% against the S&P 500 (median +10.0%), and 70% beat it. Measured from the trade date instead, the member’s own timing, the average was +23.9%. Reports arrived a median of 18 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

$0$5.0k$10.0k$15.0k 20252026 $17.3k$15.2k
Copying Kelly MorrisonS&P 500, buy and hold $10,000 copying Kelly Morrison’s disclosed holdings from April 7, 2025, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 10 +18.7% +19.5% 90% 3.81 Not enough data
Purchases, 6 months after the report 10 +15.5% +10.0% 70% 1.33 Not enough data
Purchases, 3 months after the trade 10 +15.3% +15.0% 90% 2.96 Not enough data
Purchases, 6 months after the trade 10 +23.9% +7.3% 90% 2.32 Not enough data
Sales, 6 months after the report 43 −12.5% −14.4% 84% -5.41 Not enough data
Return a year, copying
+42.0%
S&P 500, same dates
+30.9%
Yearly swing (S&P 500)
19% (16%)
Sharpe ratio (S&P 500)
1.70 (1.53)
Biggest drop (S&P 500)
−13% (−9%)
Market sensitivity (beta)
1.05

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Kelly Morrison traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.
ACNAccenture 0 8$50,008–$225,000 Aug 19, 2025 Aug 11, 2026 —
UPSUnited Parcel Service 0 6$6,006–$90,000 Mar 20, 2025 Jun 4, 2025 —
METAMeta Platforms 5$33,005–$145,000 0 Mar 24, 2025 Apr 11, 2025 ▲ 0.5%−33.0 pts vs S&P
RMDResMed| 0 5$5,005–$75,000 Apr 28, 2025 Jun 4, 2025 —
AVGOBroadcom 4$18,004–$95,000 0 Mar 21, 2025 Apr 11, 2025 ▲ 75.3%+39.4 pts vs S&P
TMOThermo Fisher Scientific 0 4$32,004–$130,000 Aug 19, 2025 Aug 19, 2025 —
ZBRAZebra Technologies 0 4$18,004–$95,000 Jun 4, 2025 Jun 4, 2025 —
AJGArthur J. Gallagher & Co. 0 3$17,003–$80,000 Mar 8, 2026 Mar 8, 2026 —
CACICACI International Inc 0 3$3,003–$45,000 Mar 20, 2025 Mar 20, 2025 —
MBGLMobility Global Inc. 0 3$3,003–$45,000 Aug 11, 2026 Aug 11, 2026 —
TGTTarget Corporation 1$1,001–$15,000 2$115,002–$300,000 Mar 3, 2025 Mar 21, 2025 ▲ 35.2%+3.5 pts vs S&P
WEXWEX Inc. 0 3$3,003–$45,000 Jun 4, 2025 Jun 4, 2025 —
DHID. R. Horton 0 2$2,002–$30,000 Mar 20, 2025 Mar 20, 2025 —
MICCMagnum Ice Cream Co N.V. 0 2$2,002–$30,000 Mar 8, 2026 Mar 8, 2026 —
NKENike, Inc. 0 2$2,002–$30,000 Jun 4, 2025 Jun 4, 2025 —
HLIHoulihan Lokey, Inc. 0 1$1,001–$15,000 Jun 4, 2025 Jun 4, 2025 —
JNJJohnson & Johnson 0 1$1,001–$15,000 Aug 19, 2025 Aug 19, 2025 —
MRKMerck & Co. 0 1$1,001–$15,000 Mar 20, 2025 Mar 20, 2025 —
SOLSSolstice Advanced Materials Inc. 0 1$1,001–$15,000 Aug 11, 2026 Aug 11, 2026 —
VZVerizon 0 1$1,001–$15,000 Aug 19, 2025 Aug 19, 2025 —

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Click a column heading to sort.

Report
ACNAccenture Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2026 Aug 11, 2026 ▲ 42.5%+44.4 pts vs S&P Filing
ACNAccenture Sale (full)$1,001 - $15,000 Aug 25, 2026 Aug 11, 2026 ▲ 42.5%+44.4 pts vs S&P Filing
ACNAccenture Sale (full)$15,001 - $50,000 · Spouse Aug 25, 2026 Aug 11, 2026 ▲ 42.5%+44.4 pts vs S&P Filing
MBGLMobility Global Inc. Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2026 Aug 11, 2026 ▲ 1.4%+3.3 pts vs S&P Filing
MBGLMobility Global Inc. Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2026 Aug 11, 2026 ▲ 1.4%+3.3 pts vs S&P Filing
MBGLMobility Global Inc. Sale (full)$1,001 - $15,000 Aug 25, 2026 Aug 11, 2026 ▲ 1.4%+3.3 pts vs S&P Filing
SOLSSolstice Advanced Materials Inc. Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2026 Aug 11, 2026 ▲ 1.2%+3.1 pts vs S&P Filing
AJGArthur J. Gallagher & Co. Sale (full)$15,001 - $50,000 Mar 10, 2026 Mar 8, 2026 ▲ 26.2%+14.1 pts vs S&P Filing
AJGArthur J. Gallagher & Co. Sale (full)$1,001 - $15,000 Mar 10, 2026 Mar 8, 2026 ▲ 26.2%+14.1 pts vs S&P Filing
AJGArthur J. Gallagher & Co. Sale (full)$1,001 - $15,000 Mar 10, 2026 Mar 8, 2026 ▲ 26.2%+14.1 pts vs S&P Filing
MICCMagnum Ice Cream Co N.V. Sale (full)$1,001 - $15,000 Mar 10, 2026 Mar 8, 2026 — Filing
MICCMagnum Ice Cream Co N.V. Sale (full)$1,001 - $15,000 Mar 10, 2026 Mar 8, 2026 — Filing
ACNAccenture Sale (partial)$15,001 - $50,000 Sep 11, 2025 Aug 19, 2025 ▲ 2.2%−17.2 pts vs S&P Filing
ACNAccenture Sale (partial)$15,001 - $50,000 Sep 11, 2025 Aug 19, 2025 ▲ 2.2%−17.2 pts vs S&P Filing
ACNAccenture Sale (partial)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 2.2%−17.2 pts vs S&P Filing
ACNAccenture Sale (partial)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 2.2%−17.2 pts vs S&P Filing
ACNAccenture Sale (partial)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 2.2%−17.2 pts vs S&P Filing
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 54.1%+34.6 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (partial)$15,001 - $50,000 Sep 11, 2025 Aug 19, 2025 ▲ 40.6%+21.2 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (partial)$15,001 - $50,000 Sep 11, 2025 Aug 19, 2025 ▲ 40.6%+21.2 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (partial)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 40.6%+21.2 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (partial)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 40.6%+21.2 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 Sep 11, 2025 Aug 19, 2025 ▲ 8.7%−10.8 pts vs S&P Filing
HLIHoulihan Lokey, Inc. Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 14.1%−42.7 pts vs S&P Filing
NKENike, Inc. Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 36.7%−65.4 pts vs S&P Filing
NKENike, Inc. Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 36.7%−65.4 pts vs S&P Filing
RMDResMed| Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 9.0%−37.6 pts vs S&P Filing
RMDResMed| Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 9.0%−37.6 pts vs S&P Filing
RMDResMed| Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 9.0%−37.6 pts vs S&P Filing
RMDResMed| Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▼ 9.0%−37.6 pts vs S&P Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 20.1%−8.6 pts vs S&P Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 20.1%−8.6 pts vs S&P Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 20.1%−8.6 pts vs S&P Filing
WEXWEX Inc. Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 30.9%+2.3 pts vs S&P Filing
WEXWEX Inc. Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 30.9%+2.3 pts vs S&P Filing
WEXWEX Inc. Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 30.9%+2.3 pts vs S&P Filing
ZBRAZebra Technologies Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 13.3%−15.3 pts vs S&P Filing
ZBRAZebra Technologies Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 13.3%−15.3 pts vs S&P Filing
ZBRAZebra Technologies Sale (full)$15,001 - $50,000 Jun 18, 2025 Jun 4, 2025 ▲ 13.3%−15.3 pts vs S&P Filing
ZBRAZebra Technologies Sale (full)$1,001 - $15,000 Jun 18, 2025 Jun 4, 2025 ▲ 13.3%−15.3 pts vs S&P Filing
RMDResMed| Sale (full)$1,001 - $15,000 May 13, 2025 Apr 28, 2025 ▼ 2.7%−41.8 pts vs S&P Filing
AVGOBroadcom Purchase$15,001 - $50,000 May 13, 2025 Apr 11, 2025 ▲ 84.7%+41.1 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 May 13, 2025 Apr 11, 2025 ▲ 84.7%+41.1 pts vs S&P Filing
METAMeta Platforms Purchase$15,001 - $50,000 May 13, 2025 Apr 11, 2025 ▲ 14.4%−29.1 pts vs S&P Filing
METAMeta Platforms Purchase$1,001 - $15,000 May 13, 2025 Apr 11, 2025 ▲ 14.4%−29.1 pts vs S&P Filing
METAMeta Platforms Purchase$1,001 - $15,000 Apr 11, 2025 Mar 24, 2025 ▲ 0.5%−33.0 pts vs S&P Filing
METAMeta Platforms Purchase$1,001 - $15,000 Apr 11, 2025 Mar 24, 2025 ▲ 0.5%−33.0 pts vs S&P Filing
METAMeta Platforms Purchase$15,001 - $50,000 Apr 11, 2025 Mar 24, 2025 ▲ 0.5%−33.0 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Apr 11, 2025 Mar 21, 2025 ▲ 75.3%+39.4 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Apr 11, 2025 Mar 21, 2025 ▲ 75.3%+39.4 pts vs S&P Filing
TGTTarget Corporation Sale (full)$15,001 - $50,000 Apr 4, 2025 Mar 21, 2025 ▲ 57.0%+21.0 pts vs S&P Filing
TGTTarget Corporation Sale (full)$100,001 - $250,000 Apr 4, 2025 Mar 21, 2025 ▲ 57.0%+21.0 pts vs S&P Filing
CACICACI International Inc Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 84.2%+48.3 pts vs S&P Filing
CACICACI International Inc Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 84.2%+48.3 pts vs S&P Filing
CACICACI International Inc Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 84.2%+48.3 pts vs S&P Filing
DHID. R. Horton Sale (partial)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 12.8%−23.1 pts vs S&P Filing
DHID. R. Horton Sale (partial)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 12.8%−23.1 pts vs S&P Filing
MRKMerck & Co. Sale (partial)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 59.2%+23.3 pts vs S&P Filing
UPSUnited Parcel Service Sale (partial)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 2.8%−33.2 pts vs S&P Filing
UPSUnited Parcel Service Sale (partial)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 2.8%−33.2 pts vs S&P Filing
UPSUnited Parcel Service Sale (partial)$1,001 - $15,000 Apr 11, 2025 Mar 20, 2025 ▲ 2.8%−33.2 pts vs S&P Filing
TGTTarget Corporation Purchase$1,001 - $15,000 Apr 4, 2025 Mar 3, 2025 ▲ 35.2%+3.5 pts vs S&P Filing

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days −2.1%few trades −4.1% 40% 10 +3.7% (10)
Purchases 90 days +14.8%few trades +16.3% 90% 10 +16.4% (10)
Sales 30 days +0.2% +0.4% 52% 50 +0.4% (50)
Sales 90 days −2.7% −2.3% 44% 43 −0.7% (43)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress