Disclosed transactions
127 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Kelly Morrison
Democrat — D–MN-3 · U.S. House · serving since 2025 · House Committee on Small Business, House Committee on Veterans' Affairs · member ID M001234Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 127 28 filings · 0 paper · retained
- Net flow · 12m
- −$1.5M to $345K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 25 across every disclosed row
- Late filings
- 10 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 5 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: purchases $345K–$975K, sales $1.4M–$3M; 25Q2: purchases $87K–$305K, sales $314K–$935K; 25Q3: purchases $115K–$250K, sales $167K–$555K; 25Q4: purchases $46K–$165K, sales $50K–$100K; 26Q1: purchases $196K–$665K, sales $369K–$860K; 26Q2: purchases $81K–$215K, sales $160K–$450K; 26Q3: no purchases, sales $21K–$140K
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 52 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchases $33K–$145K; sales — | 5 | 0 | $33.0K to $145K net accumulation | 2025-04-11 | — |
| BUY | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Purchases $18K–$95K; sales — | 4 | 0 | $18.0K to $95.0K net accumulation≈ | 2025-04-11 | — |
| BUY | AMI | Advanced Machine Intelligence (AMI) Labs [OI] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-01-29 | — |
| MIXED | ASHGY | ASHTED GRP PLC S/ADR (ASHGY) [ST] | Purchases —; sales — | 0 | 0 | $0 | 2025-12-10 | — |
| MIXED | HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | Purchases —; sales — | 0 | 0 | $0≈ | 2026-06-29 | — |
| SELL | HLI | Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2025-06-04 | — |
| SELL | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-08-19 | — |
| SELL | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-20 | — |
| SELL | SOLS | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-11 | — |
| SELL | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-08-19 | — |
| SELL | DHI | D.R. Horton, Inc. Common Stock (DHI) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | MICC | The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-03-08 | — |
| SELL | NKE | Nike, Inc. Common Stock (NKE) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-06-04 | — |
| SELL | CACI | CACI International, Inc. Class A Common Stock (CACI) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2025-03-20 | — |
| SELL | DEO | Diageo plc Common Stock (DEO) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2025-03-20 | — |
| SELL | MBGL | Mobility Global Inc. Common Stock (MBGL) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2026-08-11 | — |
| SELL | WEX | WEX Inc. common stock (WEX) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2025-06-04 | — |
| SELL | RMD | ResMed Inc. Common Stock (RMD) [ST] | Purchases —; sales $5K–$75K | 0 | 5 | −$75.0K to −$5.0K net disposal≈ | 2025-06-04 | — |
| SELL | AJG | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2026-03-08 | — |
| SELL | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Purchases —; sales $6K–$90K | 0 | 6 | −$90.0K to −$6.0K net disposal≈ | 2025-06-04 | — |
| SELL | ZBRA | Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | Purchases —; sales $18K–$95K | 0 | 4 | −$95.0K to −$18.0K net disposal≈ | 2025-06-04 | — |
| SELL | ASHTY | ASHTED GRP PLC UNSP/ADR (ASHTY) [ST] | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2025-04-10 | — |
| SELL | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2025-08-19 | — |
| SELL | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases —; sales $50K–$225K | 0 | 8 | −$225K to −$50.0K net disposal≈ | 2026-08-11 | — |
| SELL | TGT | Target Corporation Common Stock (TGT) [ST] | Purchases $1K–$15K; sales $115K–$300K | 1 | 2 | −$299K to −$100K net disposal≈ | 2025-03-21 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +19dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 4.5above median — median 3.2
- Share ≤ $15K bracket
- 51%larger lots — median 69%
- Buy share of rows
- 39%below median — median 47%
- Self-owned share
- 88%family accounts — median 97%
filings incl. 0 paper: 28distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 127 · disclosed flow · trailing 12m: $1.1M–$3Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +19dmedian days between trade date and filing date, over rows that disclose both · late filings: 10rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 27 | $83K–$545K |
| services | 22 | $92K–$505K |
| transport-utilities | 7 | $7K–$105K |
| finance-insurance-realestate | 4 | $18K–$95K |
| retail | 3 | $116K–$315K |
| construction | 2 | $2K–$30K |
| no ticker disclosed coverage | 52 | $3M–$6.9M |
| ticker not resolved to an issuer coverage | 10 | $94K–$360K |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-07-09 | Andersen Corporation [OL] — asset type as filed: OL — asset as filed, no ticker disclosed | Sale | $100K–$250K | |
| 2026-08-25 | ACN | Sale | $15K–$50K | |
| 2026-07-30 | HONAV | Exchange | $15K–$50K | |
| 2026-08-25 | MBGL | Sale | $1K–$15K | |
| 2026-08-25 | MBGL | Sale | $1K–$15K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Small Business · House Committee on Veterans' Affairs
No overlaps found within the MAPPED committee jurisdictions · 65 trades touch committees outside the jurisdiction mapping (HSSM, HSVR) — unanswerable there, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
127 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | MBGL | Mobility Global Inc. Common Stock (MBGL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | MBGL | Mobility Global Inc. Common Stock (MBGL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | MBGL | Mobility Global Inc. Common Stock (MBGL) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Sale | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | SOLS | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Sale | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +14d | ||
| Exchange | HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +31d | ||
| Sale | — | Andersen Corporation [OL] | · partial · JT (partial sale, jointly owned) | $100K–$250K | no ticker | Traded → Filed +20d | |
| Sale | — | StarCloud [OI] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +17d | |
| Sale | — | Hermeus Corp [OI] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +1d | |
| Sale | — | Star Catcher Industries, Inc. [OI] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +1d | |
| Sale | — | Saronic Technologies [OI] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +1d | |
| Purchase | — | Pelvital USA, Inc. [OI] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +18d | |
| Purchase | — | Artistry in Motion, LLC [OI] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +20d | |
| Purchase | — | Cavall [OI] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +21d | |
| Purchase | — | Star Catcher Industries, Inc. [OI] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +29d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $100K–$250K | no ticker | Traded → Filed +18d | |
| Purchase | — | StarCloud [OI] | — | $15K–$50K | no ticker | Traded → Filed +18d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $250K–$500K | no ticker | Traded → Filed LATE·72d | |
| Purchase | — | Cavall [OI] | — | $1K–$15K | no ticker | Traded → Filed LATE·101d | |
| Purchase | — | FluxAI [OI] | — | $15K–$50K | no ticker | Traded → Filed LATE·101d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $50K–$100K | no ticker | Traded → Filed LATE·169d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $100K–$250K | no ticker | Traded → Filed LATE·199d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $250K–$500K | no ticker | Traded → Filed LATE·291d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $250K–$500K | no ticker | Traded → Filed LATE·383d | |
| Sale | — | Andersen Corporation [OI] | · partial (partial sale) | $500K–$1M | no ticker | Traded → Filed LATE·437d | |
| Purchase | — | Saronic Technologies [OI] | — | $15K–$50K | no ticker | Traded → Filed +1d | |
| Sale | AJG | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | — | $15K–$50K | Traded → Filed +2d | ||
| Sale | AJG | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Sale | AJG | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Sale | MICC | The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Sale | MICC | The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Purchase | — | Hermeus Corp [OI] | — | $15K–$50K | no ticker | Traded → Filed +3d | |
| Purchase | — | Arcade AI. Inc. [OI] | — | $15K–$50K | no ticker | Traded → Filed +1d | |
| Purchase | — | HM Companies LLC [OI] | — | $1K–$15K | no ticker | Traded → Filed +19d | |
| Purchase | — | Axiom Quant Inc. (dba Axiom Math) [OI] | — | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | — | Rhoda AI [OI] | — | $15K–$50K | no ticker | Traded → Filed +5d | |
| Purchase | — | Project Stardust [OI] | — | $15K–$50K | no ticker | Traded → Filed +14d | |
| Purchase | AMI | Advanced Machine Intelligence (AMI) Labs [OI] | — | $15K–$50K | Traded → Filed +14d | ||
| Purchase | — | Sygaldry Technologies, Inc. [OI] | — | $15K–$50K | no ticker | Traded → Filed +6d | |
| Purchase | — | Aalo Atomics [OI] | — | $15K–$50K | no ticker | Traded → Filed +6d | |
| Purchase | — | CogniChip, Inc. [OI] | — | $15K–$50K | no ticker | Traded → Filed +15d | |
| Purchase | — | Varda Space Industries, Inc. [OI] | — | $15K–$50K | no ticker | Traded → Filed +15d | |
| Purchase | — | Modak Communities Inc. [OI] | — | $15K–$50K | no ticker | Traded → Filed +15d | |
| Exchange | ASHGY | ASHTED GRP PLC S/ADR (ASHGY) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Exchange | ASHGY | ASHTED GRP PLC S/ADR (ASHGY) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Exchange | ASHGY | ASHTED GRP PLC S/ADR (ASHGY) [ST] | — | $15K–$50K | Traded → Filed +41d | ||
| Exchange | ASHGY | ASHTED GRP PLC S/ADR (ASHGY) [ST] | — | $15K–$50K | Traded → Filed +41d | ||
| Purchase | — | Benable [OI] | — | $15K–$50K | no ticker | Traded → Filed +4d |
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 127 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-25 | 7 | |
| 2026-07-30 | 1 | |
| 2026-07-09 | 1 | |
| 2026-05-21 | 1 | |
| 2026-05-05 | 7 | |
| 2026-04-02 | 10 | |
| 2026-03-10 | 6 | |
| 2026-03-05 | 1 | |
| 2026-03-03 | 1 | |
| 2026-03-02 | 2 | |
| 2026-02-25 | 2 | |
| 2026-02-12 | 1 | |
| 2026-02-04 | 5 | |
| 2026-01-20 | 4 | |
| 2025-12-19 | 1 | |
| 2025-11-06 | 1 | |
| 2025-09-11 | 11 | |
| 2025-08-19 | 1 | |
| 2025-08-03 | 2 | |
| 2025-06-18 | 19 | |
| 2025-06-04 | 1 | |
| 2025-05-13 | 11 | |
| 2025-05-05 | 1 | |
| 2025-04-11 | 18 | |
| 2025-04-04 | 4 | |
| 2025-03-11 | 1 | |
| 2025-03-10 | 2 | |
| 2025-02-02 | 5 |
Signals
all signals ↗| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| MBGL | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-25 | $1.0K–$15.0K | |
| SOLS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-25 | $1.0K–$15.0K | |
| HONAV | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-07-30 | $15.0K–$50.0K |
Filed dates lag the trades
How this is computed
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| ACN | 8 | $50K–$225K§ | 2026-08 |
| UPS | 6 | $6K–$90K§ | 2025-06 |
| META | 5 | $33K–$145K§ | 2025-04 |
| RMD | 5 | $5K–$75K§ | 2025-06 |
| ASHGY | 4 | $32K–$130K§ | 2025-12 |
| ASHTY | 4 | $32K–$130K§ | 2025-04 |
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.