KM
house, MN
Kelly Morrison
D61
Total Trades
2
Purchases
54
Sales
$779,000
Est. Net Sold
+27.8%
Buys Since Purchase
Purchase Performance vs. SPY
Purchases
+27.84%
$8,000 → $10,227
Same $ in SPY
+29.46%
$8,000 → $10,356
vs. SPY
-1.62%
purchases minus benchmark
Wins / Losses
1 / 0
1 priced purchase
Purchases vs. the same dollars in SPY
Each purchase buys its disclosed-range midpoint at the close on the purchase date (or the strike for exercised options); the SPY line buys the same dollars of SPY that day. Both lines are percent gain on dollars invested to date, Mar 3, 2025 to Oct 30, 2026.
Recent Trades
| Date | Asset | Owner | Type | Details | Amount Range | Filed | Since Buy | |
|---|---|---|---|---|---|---|---|---|
| Aug 11, 2026 |
ACN
Accenture plc Class A Ordinary Shares (ACN)
|
Spouse | Sale Stock | — | $1K-$15K | Aug 25, 2026 | — | |
| Aug 11, 2026 |
ACN
Accenture plc Class A Ordinary Shares (ACN)
|
Self | Sale Stock | — | $1K-$15K | Aug 25, 2026 | — | |
| Aug 11, 2026 |
SOLS
Solstice Advanced Materials Inc. - Common Stock (SOLS)
|
Spouse | Sale Stock | — | $1K-$15K | Aug 25, 2026 | — | |
| Aug 11, 2026 |
ACN
Accenture plc Class A Ordinary Shares (ACN)
|
Spouse | Sale Stock | — | $15K-$50K | Aug 25, 2026 | — | |
| Aug 11, 2026 |
MBGL
Mobility Global Inc. Common Stock (MBGL)
|
Spouse | Sale Stock | — | $1K-$15K | Aug 25, 2026 | — | |
| Aug 11, 2026 |
MBGL
Mobility Global Inc. Common Stock (MBGL)
|
Spouse | Sale Stock | — | $1K-$15K | Aug 25, 2026 | — | |
| Aug 11, 2026 |
MBGL
Mobility Global Inc. Common Stock (MBGL)
|
Self | Sale Stock | — | $1K-$15K | Aug 25, 2026 | — | |
| Jun 29, 2026 |
HONAV
Honeywell Aerospace Inc. - Common Stock (HONAV)
|
Spouse | Exchange Stock | — | $15K-$50K | Jul 30, 2026 | — | |
| Mar 08, 2026 | AJG | Self | Sale | — | $1K-$15K | Mar 10, 2026 | — | |
| Mar 08, 2026 | AJG | Self | Sale | — | $15K-$50K | Mar 10, 2026 | — | |
| Mar 08, 2026 |
AJG
Arthur J. Gallagher & Co. Common Stock (AJG)
|
Self | Sale Stock | — | $15K-$50K | Mar 10, 2026 | — | |
| Mar 08, 2026 |
AJG
Arthur J. Gallagher & Co. Common Stock (AJG)
|
Self | Sale Stock | — | $1K-$15K | Mar 10, 2026 | — | |
| Mar 08, 2026 |
AJG
Arthur J. Gallagher & Co. Common Stock (AJG)
|
Self | Sale Stock | — | $1K-$15K | Mar 10, 2026 | — | |
| Mar 08, 2026 |
MICC
The Magnum Ice Cream Company N.V. Ordinary Shares (MICC)
|
Self | Sale Stock | — | $1K-$15K | Mar 10, 2026 | — | |
| Mar 08, 2026 |
MICC
The Magnum Ice Cream Company N.V. Ordinary Shares (MICC)
|
Self | Sale Stock | — | $1K-$15K | Mar 10, 2026 | — | |
| Jan 29, 2026 |
AMI
Advanced Machine Intelligence (AMI) Labs
|
Self | Purchase Other | — | $15K-$50K | Feb 12, 2026 | — | |
| Dec 10, 2025 |
ASHGY
ASHTED GRP PLC S/ADR (ASHGY)
|
Self | Exchange Stock | — | $15K-$50K | Jan 20, 2026 | — | |
| Dec 10, 2025 |
ASHGY
ASHTED GRP PLC S/ADR (ASHGY)
|
Self | Exchange Stock | — | $15K-$50K | Jan 20, 2026 | — | |
| Dec 10, 2025 |
ASHGY
ASHTED GRP PLC S/ADR (ASHGY)
|
Self | Exchange Stock | — | $1K-$15K | Jan 20, 2026 | — | |
| Dec 10, 2025 |
ASHGY
ASHTED GRP PLC S/ADR (ASHGY)
|
Self | Exchange Stock | — | $1K-$15K | Jan 20, 2026 | — |
"Since Buy" is the stock's move from the close on the reported purchase date (or the strike, for exercised options) to the latest close, refreshed nightly. Option purchases are scored on the underlying stock's move as if shares had been bought that day. Sales are not scored. Hover a detail cell to read the filing's own description of the transaction.
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