Kelly Louise Morrison

Estimate as of Oct 26, 2026

Democrat · House MN03

Wikipedia biography ↗Years Elected: About 1.8Rank: #91

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2025 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

12.55%

Cumulative estimated return

SPY: 13.01%
Outperformance: -0.46 percentage points

2025-10-24 – 2026-10-26

Missing information

13 rows without a saved price.
16 sales exceeding observed holdings (unmatched amount omitted).
96 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

31.41%

Cumulative estimated return

SPY: 36.68%
Outperformance: -5.27 percentage points

2024-07-12 – 2026-10-26

Missing information

13 rows without a saved price.
16 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2024-07-12.
96 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

31.41%

Cumulative estimated return

SPY: 36.68%
Outperformance: -5.27 percentage points

2024-07-12 – 2026-10-26

Missing information

13 rows without a saved price.
16 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2024-07-12.
96 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 28 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
TGT	Spouse	$100,001 - $250,000	Unavailable	Unavailable	$154.38Oct 30, 2026	Unavailable
TGT	Spouse	$100,001 - $250,000	Unavailable	Unavailable	$154.38Oct 30, 2026	Unavailable
ACN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$258.24Oct 30, 2026	Unavailable
GOOG	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$278.22Oct 30, 2026	Unavailable
AMZN	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$240.35Oct 30, 2026	Unavailable
APH	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$79.30Oct 30, 2026	Unavailable
AAPL	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$344.63Oct 30, 2026	Unavailable
AJG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$276.07Oct 30, 2026	Unavailable
ASHGY	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
BRK.B	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$542.49Oct 30, 2026	Unavailable
BLK	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$1147.54Oct 30, 2026	Unavailable
AVGO	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$326.08Oct 30, 2026	Unavailable
CACI	Not reported	None	Unavailable	Unavailable	$675.62Oct 30, 2026	Unavailable
COR	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$330.84Oct 30, 2026	Unavailable
DHI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$146.00Oct 30, 2026	Unavailable
DEO	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ITW	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$278.55Oct 30, 2026	Unavailable
JNJ	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
JPM	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$337.04Oct 30, 2026	Unavailable
MA	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$638.01Oct 30, 2026	Unavailable
META	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$614.99Oct 30, 2026	Unavailable
MSFT	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$521.91Oct 30, 2026	Unavailable
RMD	Not reported	None	Unavailable	Unavailable	$229.94Oct 30, 2026	Unavailable
ROK	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$436.20Oct 30, 2026	Unavailable
SPGI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$466.55Oct 30, 2026	Unavailable
TSM	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$406.13Oct 30, 2026	Unavailable
TMO	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$697.00Oct 30, 2026	Unavailable
UL	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
UPS	Not reported	None	Unavailable	Unavailable	$108.25Oct 30, 2026	Unavailable
WFC	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$83.40Oct 30, 2026	Unavailable
ZBRA	Not reported	None	Unavailable	Unavailable	$361.26Oct 30, 2026	Unavailable
ABBV	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$294.89Oct 30, 2026	Unavailable
ACN	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$258.24Oct 30, 2026	Unavailable
GOOG	Spouse	$100,001 - $250,000	Unavailable	Unavailable	$278.22Oct 30, 2026	Unavailable
AMZN	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$240.35Oct 30, 2026	Unavailable
APH	Spouse	$100,001 - $250,000	Unavailable	Unavailable	$79.30Oct 30, 2026	Unavailable
AAPL	Spouse	$100,001 - $250,000	Unavailable	Unavailable	$344.63Oct 30, 2026	Unavailable
AJG	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$276.07Oct 30, 2026	Unavailable
ASHGY	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
BRK.B	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$542.49Oct 30, 2026	Unavailable
BLK	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$1147.54Oct 30, 2026	Unavailable
AVGO	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$326.08Oct 30, 2026	Unavailable
CACI	Spouse	None	Unavailable	Unavailable	$675.62Oct 30, 2026	Unavailable
COR	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$330.84Oct 30, 2026	Unavailable
CVX	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$235.52Oct 30, 2026	Unavailable
COST	Spouse	$250,001 - $500,000	Unavailable	Unavailable	$1012.28Oct 30, 2026	Unavailable
DHI	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$146.00Oct 30, 2026	Unavailable
DEO	Spouse	None	Unavailable	Unavailable	Unavailable	Unavailable
XOM	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$187.25Oct 30, 2026	Unavailable
HON	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$218.33Oct 30, 2026	Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	not_reported	275.8791289634370631942911793	94877.59
Trust 1 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	not_reported	140.8045230049389134390434104	35073.00
Trust 1 ⇒ Amphenol Corporation Common Stock (APH) [ST]	not_reported	1109.967441172117803759064674	83547.25
Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	not_reported	93.90494076856399884426466339	30910.69
Trust 1 ⇒ BlackRock, Inc. Common Stock (BLK) [ST]	not_reported	30.36465048489265093334828185	34241.00
Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	not_reported	149.2101860141251367750920123	81850.74
Trust 1 ⇒ Cencora, Inc. Common Stock (COR) [ST]	not_reported	96.22649888971132494448556625	31754.74
Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]	not_reported	225.6509060612372422411997501	33062.37
Trust 5 ⇒ Gentex Corporation - Common Stock (GNTX) [ST]	not_reported	1164.895165987186953989516598	24043.44
Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	239.0073295092415551306564691	75093.71
Trust 5 ⇒ Goldman Sachs Group, Inc. (GS) [ST]	not_reported	16.67187630240893556722513962	14892.65
Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST]	not_reported	123.7312609363356504285535752	16234.78
Trust 1 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	not_reported	32.48274462038164839626471782	8972.38
Trust 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	not_reported	232.7617776674321891875116380	77751.74
Trust 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]	not_reported	131.3769969170403587443946188	80599.79
Trust 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	not_reported	49.23646775439712766440939872	31046.55
Trust 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	361.8553823249658823042884910	192724.18
Trust 5 ⇒ Primerica, Inc. Common Stock (PRI) [ST]	not_reported	98.98342131309798746288353680	27397.62
Trust 1 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST]	not_reported	20.56313773871025779422725988	8839.89
Trust 1 ⇒ S&P Global Inc. Common Stock (SPGI) [ST]	not_reported	65.75115027268036316326866301	29630.76
Trust 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	not_reported	56.08853222883769091379756666	38414.47
Trust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	not_reported	575.8679127315805061041824344	244381.07
Trust 1 ⇒ Wells Fargo & Company Common Stock (WFC) [ST]	not_reported	348.7178111587982832618025751	28821.53
Trust 5 ⇒ Walmart Inc. Common Stock (WMT) [ST]	not_reported	115.5473714615829000577700751	13899.19
Trust 8 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	spouse	1563.310159640991686897667917	537638.00
Trust 2 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	spouse	328.2441244693422031598757057	94120.72
Trust 8 ⇒ Abbott Laboratories Common Stock (ABT) [ST]	spouse	259.4021869263309122835022747	27206.10
Accenture plc Class A Ordinary Shares (ACN) [ST]	spouse	46.8582930468464903384355077	11584.78
Trust 8 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST]	spouse	251.1727655628115460411916998	67010.38
Trust 8 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	spouse	422.4135690148167403171302312	105219.00
Trust 8 ⇒ Amphenol Corporation Common Stock (APH) [ST]	spouse	5179.828326180257510729613734	389885.68
Trust 2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	spouse	216.7018202831551574689396128	71331.74
Trust 7 ⇒ Bank of America Corporation Common Stock (BAC) [ST]	spouse	590.9181818181818181818181818	29853.19
Trust 8 ⇒ BlackRock, Inc. Common Stock (BLK) [ST]	spouse	100.4363099575835715753872601	113258.01
Trust 8 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	spouse	298.4203720282502735501840246	163701.48
Trust 7 ⇒ Cameco Corporation Common Stock (CCJ) [ST]	spouse	355.2355448682916165701169527	28088.47
Trust 7 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]	spouse	285.7128709936428803579594766	6299.97
Trust 7 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]	spouse	216.2297297297297297297297297	6143.09
Trust 8 ⇒ Cencora, Inc. Common Stock (COR) [ST]	spouse	192.4529977794226498889711325	63509.49
Trust 7 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	spouse	472.5525894658719298652503653	474990.96
Trust 2 ⇒ Chevron Corporation Common Stock (CVX) [ST]	spouse	213.2438816350633160553769438	49474.71
Trust 8 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]	spouse	451.3018121224744844823995002	66124.74
Trust 7 ⇒ Danaher Corporation Common Stock (DHR) [ST]	spouse	34.94889044207583435261226629	8142.04
Trust 8 ⇒ Encompass Health Corporation Common Stock (EHC) [ST]	spouse	306.2040700960994912379875636	37999.93
Trust 7 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	spouse	102.0391824432513892813412452	37950.41
Trust 8 ⇒ Graco Inc. Common Stock (GGG) [ST]	spouse	396.4926192509454678540929608	26196.27
Trust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	1218.934034416826003824091778	382976.88
Trust 8 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	spouse	207.6709265175718849840255592	65790.15
Trust 2 ⇒ Honeywell International Inc. (HON) [ST]	spouse	365.5348834461016791394926321	80154.49
Trust 2 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	spouse	32.48274462038164839626471782	8972.38
Trust 7 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	spouse	333.6260939730618831854012786	111444.46
Trust 2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]	spouse	310.9989218775916404047105656	61646.21
Trust 8 ⇒ Mastercard Incorporated Common Stock (MA) [ST]	spouse	319.6845221412556053811659192	196126.45
Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	spouse	113.6216273538456877092517687	71645.25
Trust 8 ⇒ The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST]	spouse	1009.526813880126182965299685	19605.01
Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	spouse	712.5261257837735132053961619	100188.30
Trust 8 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	spouse	1860.968322236466647367768083	991151.73
Trust 8 ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST]	spouse	55.74484392419175027870680045	7551.20
Trust 8 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST]	spouse	167.0676227928136325082889968	71820.70
Trust 7 ⇒ RTX Corporation Common Stock (RTX) [ST]	spouse	177.2110141766630316248636859	34995.63
Trust 2 ⇒ Southern Company (SO) [ST]	spouse	372.7121559633027522935779817	34501.96
Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST]	spouse	33.7674609540975148984893778	2038.88
Trust 8 ⇒ S&P Global Inc. Common Stock (SPGI) [ST]	spouse	217.4832511950096681717064212	98008.83
Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST]	spouse	3580.572890025575447570332480	531822.49
Trust 8 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	spouse	168.2655966865130727413927000	115243.42
Trust 8 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	spouse	1151.735825463161012208364869	488762.13
Trust 7 ⇒ Veralto Corp Common Stock (VLTO) [ST]	spouse	80.18139907797153738224093005	8286.75
Trust 8 ⇒ Valvoline Inc. Common Stock (VVV) [ST]	spouse	275.3097040605643496214728149	8793.39
Trust 2 ⇒ Wells Fargo & Company Common Stock (WFC) [ST]	spouse	348.7178111587982832618025751	28821.53
Trust 2 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]	spouse	270.0722951637028419478145255	49839.14

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

80 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Multiple owners	Sale Source rows (3) $17,003–$80,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S · $15,001 - $50,000	Aug 11, 2026	Sep 11, 2026
MBGL — Mobility Global Inc. Common Stock (MBGL) [ST]	Multiple owners	Sale Source rows (3) $3,003–$45,000 Original ↗ · Row 4 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S · $1,001 - $15,000	Aug 11, 2026	Sep 11, 2026
SOLS — Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · S · $1,001 - $15,000	Aug 11, 2026	Sep 11, 2026
HONAV — Honeywell Aerospace Inc. - Common Stock (HONAV) [ST]	Spouse	Exchange Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · E · $15,001 - $50,000	Jun 29, 2026	Sep 11, 2026
AJG — Arthur J. Gallagher & Co. Common Stock (AJG) [ST]	Not reported	Sale Source rows (3) $17,003–$80,000 Original ↗ · Row 1 · Ptr not_reported · S · $15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S · $1,001 - $15,000	Mar 8, 2026	Sep 11, 2026
MICC — The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST]	Not reported	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S · $1,001 - $15,000	Mar 8, 2026	Sep 11, 2026
ASHGY — Trust 1 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST]	Not reported	ExchangeAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 78 · Annual not_reported · E · $15,001 - $50,000	Dec 10, 2025	Sep 14, 2026
ASHGY — Trust 2 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST]	Spouse	ExchangeAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 79 · Annual spouse · E · $15,001 - $50,000	Dec 10, 2025	Sep 14, 2026
ASHGY — Trust 3 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST]	Spouse	ExchangeAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 89 · Annual spouse · E · $1,001 - $15,000	Dec 10, 2025	Sep 14, 2026
ASHGY — Trust 4 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST]	Spouse	ExchangeAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 90 · Annual spouse · E · $1,001 - $15,000	Dec 10, 2025	Sep 14, 2026
ASHGY — ASHTED GRP PLC S/ADR (ASHGY) [ST]	Not reported	Exchange Source rows (4) $32,004–$130,000 Original ↗ · Row 1 · Ptr not_reported · E · $15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · E · $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · E · $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · E · $1,001 - $15,000	Dec 10, 2025	Sep 11, 2026
ACN — Trust 1 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 76 · Annual not_reported · S (partial) · $15,001 - $50,000	Aug 19, 2025	Sep 14, 2026
TMO — Trust 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 77 · Annual not_reported · S (partial) · $15,001 - $50,000	Aug 19, 2025	Sep 14, 2026
JNJ — Trust 2 ⇒ Johnson & Johnson Common Stock (JNJ) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 80 · Annual spouse · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 14, 2026
TMO — Trust 2 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 81 · Annual spouse · S (partial) · $15,001 - $50,000	Aug 19, 2025	Sep 14, 2026
ACN — Trust 2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 82 · Annual spouse · S (partial) · $15,001 - $50,000	Aug 19, 2025	Sep 14, 2026
VZ — Trust 2 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 83 · Annual spouse · S · $1,001 - $15,000	Aug 19, 2025	Sep 14, 2026
ACN — Trust 3 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 87 · Annual spouse · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 14, 2026
TMO — Trust 3 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 88 · Annual spouse · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 14, 2026
ACN — Trust 4 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 91 · Annual spouse · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 14, 2026
TMO — Trust 4 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 92 · Annual spouse · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	Sale (partial) Source rows (5) $33,005–$145,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 11, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 11, 2026
TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	Not reported	Sale (partial) Source rows (4) $32,004–$130,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · S (partial) · $15,001 - $50,000 Original ↗ · Row 9 · Ptr not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S (partial) · $1,001 - $15,000	Aug 19, 2025	Sep 11, 2026
VZ — Verizon Communications Inc. Common Stock (VZ) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · S · $1,001 - $15,000	Aug 19, 2025	Sep 11, 2026
WEX — Trust 3 ⇒ WEX Inc. common stock (WEX) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
RMD — Trust 3 ⇒ ResMed Inc. Common Stock (RMD) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
ZBRA — Trust 3 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
NKE — Trust 3 ⇒ Nike, Inc. Common Stock (NKE) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
UPS — Trust 1 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 74 · Annual not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
ZBRA — Trust 1 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 75 · Annual not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
RMD — Trust 2 ⇒ ResMed Inc. Common Stock (RMD) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 84 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
UPS — Trust 2 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 85 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
ZBRA — Trust 2 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 86 · Annual spouse · S · $15,001 - $50,000	Jun 4, 2025	Sep 14, 2026
WEX — Trust 4 ⇒ WEX Inc. common stock (WEX) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 93 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
RMD — Trust 4 ⇒ ResMed Inc. Common Stock (RMD) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 94 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
ZBRA — Trust 4 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 95 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
NKE — Trust 4 ⇒ Nike, Inc. Common Stock (NKE) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 96 · Annual spouse · S · $1,001 - $15,000	Jun 4, 2025	Sep 14, 2026
HLI — Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 11, 2026
NKE — Nike, Inc. Common Stock (NKE) [ST]	Not reported	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 4 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 11, 2026
RMD — ResMed Inc. Common Stock (RMD) [ST]	Not reported	Sale Source rows (4) $4,004–$60,000 Original ↗ · Row 6 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 11, 2026
UPS — United Parcel Service, Inc. Common Stock (UPS) [ST]	Not reported	Sale Source rows (3) $3,003–$45,000 Original ↗ · Row 10 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 11, 2026
WEX — WEX Inc. common stock (WEX) [ST]	Not reported	Sale Source rows (3) $3,003–$45,000 Original ↗ · Row 13 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 11, 2026
ZBRA — Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]	Not reported	Sale Source rows (4) $18,004–$95,000 Original ↗ · Row 16 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · S · $15,001 - $50,000 Original ↗ · Row 19 · Ptr not_reported · S · $1,001 - $15,000	Jun 4, 2025	Sep 11, 2026
RMD — Trust 1 ⇒ ResMed Inc. Common Stock (RMD) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · S · $1,001 - $15,000	Apr 28, 2025	Sep 14, 2026
RMD — ResMed Inc. Common Stock (RMD) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · S · $1,001 - $15,000	Apr 28, 2025	Sep 11, 2026
AVGO — Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
META — Trust 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
AVGO — Trust 2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 14 · Annual spouse · P · $15,001 - $50,000	Apr 11, 2025	Sep 14, 2026
META — Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Spouse	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 15 · Annual spouse · P · $15,001 - $50,000	Apr 11, 2025	Sep 14, 2026

All disclosures

37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Aug 25, 2026	Kelly Louise Morrison — PTR filed 2026-08-25 Ptr	Not established	Parsed
Aug 12, 2026	Kelly Louise Morrison — Annual report filed 2026-08-12 Annual	Dec 31, 2025	Needs review
Jul 30, 2026	Kelly Louise Morrison — PTR filed 2026-07-30 Ptr	Not established	Parsed
Jul 9, 2026	Kelly Louise Morrison — PTR filed 2026-07-09 Ptr	Not established	Parsed
May 21, 2026	Kelly Louise Morrison — PTR filed 2026-05-21 Ptr	Not established	Parsed
May 8, 2026	Kelly Louise Morrison — Financial disclosure (X) filed 2026-05-08 Financial	Not established	Parsed
May 5, 2026	Kelly Louise Morrison — PTR filed 2026-05-05 Ptr	Not established	Parsed
Apr 2, 2026	Kelly Louise Morrison — PTR filed 2026-04-02 Ptr	Not established	Parsed
Mar 10, 2026	Kelly Louise Morrison — PTR filed 2026-03-10 Ptr	Not established	Parsed
Mar 5, 2026	Kelly Louise Morrison — PTR filed 2026-03-05 Ptr	Not established	Parsed
Mar 3, 2026	Kelly Louise Morrison — PTR filed 2026-03-03 Ptr	Not established	Parsed
Mar 2, 2026	Kelly Louise Morrison — PTR filed 2026-03-02 Ptr	Not established	Parsed
Feb 25, 2026	Kelly Louise Morrison — PTR filed 2026-02-25 Ptr	Not established	Parsed
Feb 12, 2026	Kelly Louise Morrison — PTR filed 2026-02-12 Ptr	Not established	Parsed
Feb 4, 2026	Kelly Louise Morrison — PTR filed 2026-02-04 Ptr	Not established	Parsed
Jan 20, 2026	Kelly Louise Morrison — PTR filed 2026-01-20 Ptr	Not established	Parsed
Dec 19, 2025	Kelly Louise Morrison — PTR filed 2025-12-19 Ptr	Not established	Parsed
Nov 6, 2025	Kelly Louise Morrison — PTR filed 2025-11-06 Ptr	Not established	Parsed
Sep 11, 2025	Kelly Louise Morrison — PTR filed 2025-09-11 Ptr	Not established	Parsed
Aug 19, 2025	Kelly Louise Morrison — PTR filed 2025-08-19 Ptr	Not established	Parsed
Aug 3, 2025	Kelly Louise Morrison — PTR filed 2025-08-03 Ptr	Not established	Parsed
Jul 20, 2025	Kelly Louise Morrison — Financial disclosure (H) filed 2025-07-20 Financial	Not established	Needs review
Jul 20, 2025	Kelly Louise Morrison — Financial disclosure (A) filed 2025-07-20 Financial	Jul 14, 2024	Parsed
Jun 18, 2025	Kelly Louise Morrison — PTR filed 2025-06-18 Ptr	Not established	Needs review
Jun 4, 2025	Kelly Louise Morrison — PTR filed 2025-06-04 Ptr	Not established	Parsed
May 13, 2025	Kelly Louise Morrison — PTR filed 2025-05-13 Ptr	Not established	Parsed
May 5, 2025	Kelly Louise Morrison — PTR filed 2025-05-05 Ptr	Not established	Parsed
May 2, 2025	Kelly Louise Morrison — Financial disclosure (X) filed 2025-05-02 Financial	Not established	Parsed
Apr 11, 2025	Kelly Louise Morrison — PTR filed 2025-04-11 Ptr	Not established	Parsed
Apr 4, 2025	Kelly Louise Morrison — PTR filed 2025-04-04 Ptr	Not established	Parsed
Mar 11, 2025	Kelly Louise Morrison — PTR filed 2025-03-11 Ptr	Not established	Parsed
Mar 10, 2025	Kelly Louise Morrison — PTR filed 2025-03-10 Ptr	Not established	Parsed
Feb 2, 2025	Kelly Louise Morrison — PTR filed 2025-02-02 Ptr	Not established	Parsed
Aug 13, 2024	Kelly Louise Morrison — Financial disclosure (C) filed 2024-08-13 Financial	Jul 14, 2024	Parsed
May 14, 2024	Kelly Louise Morrison — Financial disclosure (X) filed 2024-05-14 Financial	Not established	Needs review
Mar 6, 2024	Kelly Louise Morrison — Financial disclosure (C) filed 2024-03-06 Financial	Not established	Needs review
Dec 6, 2023	Kelly Louise Morrison — Financial disclosure (X) filed 2023-12-06 Financial	Not established	Parsed