Kelly Louise Morrison stock trades
Kelly Louise Morrison is a member of the U.S. House (Democrat, MN). Filings in this dataset run from 2025-02-02 to 2026-08-25 and list 121 stock transactions: 49 purchases and 72 sales. The median filing came 18 days after the trade; 10 of 121 were filed after the 45-day deadline.
Backtest copying Kelly Louise Morrison this year
What copying Kelly Louise Morrison would have returned
$10,000 invested on 2025-04-04, buying and selling the same stocks 3 days after each filing became public, ended at $10,883 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $14,247.
That headline is diluted by cash: on average only 30% of the money was invested, because the portfolio holds a few small positions. On the 401 days it did hold stocks, the copied holdings returned +24.6% a year against +27.8% for the S&P 500 over the same days: 3.2 percentage points behind the index.
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
24 copy orders were not placed (no price history, no cash left or the position limit was reached) and 52 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| ACN Accenture plc Class A Ordinary Shares | 8 | 0 | 8 |
| UPS United Parcel Service, Inc. Common Stock | 6 | 0 | 6 |
| RMD ResMed Inc. Common Stock | 5 | 0 | 5 |
| META Meta Platforms, Inc. - Class A Common Stock | 5 | 5 | 0 |
| ZBRA Zebra Technologies Corporation - Class A | 4 | 0 | 4 |
| TMO Thermo Fisher Scientific Inc Common Stock | 4 | 0 | 4 |
| AVGO Broadcom Inc. - Common Stock | 4 | 4 | 0 |
| ASHTY ASHTED GRP PLC UNSP/ADR | 4 | 0 | 4 |
| WEX WEX Inc. | 3 | 0 | 3 |
| TGT Target Corporation Common Stock | 3 | 1 | 2 |
| DEO Diageo Plc ADR | 3 | 0 | 3 |
| CACI CACI International, Inc. Class A Common Stock | 3 | 0 | 3 |
| AJG Arthur J. Gallagher & Co. Common Stock | 3 | 0 | 3 |
| NKE Nike, Inc. Common Stock | 2 | 0 | 2 |
| MICC The Magnum Ice Cream Company N.V.... | 2 | 0 | 2 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Kelly Louise Morrison with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2025-04-11 | 2025-03-20 | Partial sale | DHI D.R. Horton, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Partial sale | DHI D.R. Horton, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Sale | DEO Diageo Plc ADR | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Sale | DEO Diageo Plc ADR | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Sale | DEO Diageo Plc ADR | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Sale | CACI CACI International, Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Sale | CACI CACI International, Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-20 | Sale | CACI CACI International, Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2025-04-11 | 2025-03-04 | Buy | US Treasury Note DTD 02/28/26 | $15,001 - $50,000 | Source |
| 2025-04-04 | 2025-03-21 | Sale | TGT Target Corporation Common Stock | $15,001 - $50,000 | Source |
| 2025-04-04 | 2025-03-21 | Sale | TGT Target Corporation Common Stock | $100,001 - $250,000 | Source |
| 2025-04-04 | 2025-03-10 | Buy | Monomyth Anonvion LLC | $15,001 - $50,000 | Source |
| 2025-04-04 | 2025-03-03 | Buy | TGT Target Corporation Common Stock | $1,001 - $15,000 | Source |
| 2025-03-11 | 2025-02-28 | Sale | US Treasury Note DTD 02/28/23 | $15,001 - $50,000 | Source |
| 2025-03-10 | 2025-02-20 | Buy | Intek Plastics LLC | $15,001 - $50,000 | Source |
| 2025-03-10 | 2025-02-18 | Buy | Rise & Puff Inc | $15,001 - $50,000 | Source |
| 2025-02-02 | 2025-01-27 | Buy | Aero Engineering Holdings LLC | $50,001 - $100,000 | Source |
| 2025-02-02 | 2025-01-24 | Partial sale | Andersen Corporation | $500,001 - $1,000,000 | Source |
| 2025-02-02 | 2025-01-10 | Buy | Pathfinder 360 v.2 | $100,001 - $250,000 | Source |
| 2025-02-02 | 2025-01-10 | Buy | Pathfinder 360 v.2 | $100,001 - $250,000 | Source |
| 2025-02-02 | 2025-01-06 | Buy | Urban SKY | $15,001 - $50,000 | Source |
Other members from MN
- Dean Phillips Democrat, 991 trades
- Tina Smith Democrat, 45 trades
Members who trade the same stocks
- Josh Gottheimer Democrat, 13 stocks in common
- Alan Armstrong Republican, 13 stocks in common
- Rob Bresnahan Republican, 13 stocks in common
- Gilbert Cisneros Democrat, 12 stocks in common
- Lisa McClain Republican, 12 stocks in common
- Julie Johnson Democrat, 12 stocks in common
- Thomas H Tuberville Republican, 11 stocks in common
- Jefferson Shreve Republican, 10 stocks in common
Common questions
- Did Kelly Louise Morrison beat the market?
- Copying Kelly Louise Morrison's disclosed stock trades 3 days after each filing returned +24.6% a year on the days the money was invested, against +27.8% for the S&P 500 over the same days: 3.2 percentage points behind the index. This is a hypothetical backtest from 2025-04-04 to 2026-11-09, not investment advice.
- How many stock trades has Kelly Louise Morrison disclosed?
- Kelly Louise Morrison disclosed 121 stock transactions between 2025-02-02 and 2026-08-25: 49 purchases and 72 sales.
- Which stocks does Kelly Louise Morrison trade most?
- The most traded stocks in Kelly Louise Morrison's filings are ACN (8), UPS (6) and RMD (5), by number of transactions.
- How quickly does Kelly Louise Morrison report trades?
- The median filing came 18 days after the trade. 10 of 121 filings arrived after the 45-day deadline.