“...pleasure and pain, they come and go and don't last... bear them patiently”
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Pathos InvestmentsEquity Research

Rep. Kelly Morrison D-MN03

74 disclosed trades (stocks, ETFs and options) since 2024 filings (House). Latest: Aug 11, 2026. Veterans' AffairsSmall Business
64%hit rate
+3.7%avg excess vs SPY
+7.9%annualized excess
525 davg holding period
1 / 9 / 48closed / open / unmatched sells

Rep. Kelly Morrison has reported 74 trades since 2024 (10 buys, 59 sells). 64% of 58 scored trades beat the S&P 500 over the time they were held. The most recent was a sale of ACN on Aug 11, 2026, disclosed Aug 25, 2026. These are public disclosures, not recommendations.

Round trips and scored positions

TickerKindBoughtSoldDays heldReported amountExcess vs SPY
ACN Sell (no earlier buy)—Aug 11, 202690 (rule)$1K–$15Knot yet scorable
ACN SPSell (no earlier buy)—Aug 11, 202690 (rule)$1K–$15Knot yet scorable
ACN SPSell (no earlier buy)—Aug 11, 202690 (rule)$15K–$50Knot yet scorable
MBGL SPSell (no earlier buy)—Aug 11, 202690 (rule)$1K–$15Knot yet scorable
MBGL SPSell (no earlier buy)—Aug 11, 202690 (rule)$1K–$15Knot yet scorable
MBGL Sell (no earlier buy)—Aug 11, 202690 (rule)$1K–$15Knot yet scorable
SOLS SPSell (no earlier buy)—Aug 11, 202690 (rule)$1K–$15Knot yet scorable
AJG Sell (no earlier buy)—Mar 8, 202690 (rule)$15K–$50K+11.4%
AJG Sell (no earlier buy)—Mar 8, 202690 (rule)$1K–$15K+11.4%
AJG Sell (no earlier buy)—Mar 8, 202690 (rule)$1K–$15K+11.4%
MICC Sell (no earlier buy)—Mar 8, 202690 (rule)$1K–$15K-2.1%
MICC Sell (no earlier buy)—Mar 8, 202690 (rule)$1K–$15K-2.1%
ACN Sell (no earlier buy)—Aug 19, 202590 (rule)$15K–$50K+9.7%
ACN Sell (no earlier buy)—Aug 19, 202590 (rule)$15K–$50K+9.7%
ACN Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K+9.7%
ACN Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K+9.7%
ACN Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K+9.7%
JNJ Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K-8.2%
TMO Sell (no earlier buy)—Aug 19, 202590 (rule)$15K–$50K-9.8%
TMO Sell (no earlier buy)—Aug 19, 202590 (rule)$15K–$50K-9.8%
TMO Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K-9.8%
TMO Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K-9.8%
VZ Sell (no earlier buy)—Aug 19, 202590 (rule)$1K–$15K+12.8%
UPS Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K+21.0%
UPS Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K+21.0%
UPS Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K+21.0%
RMD Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-1.0%
RMD Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-1.0%
RMD Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-1.0%
RMD Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-1.0%
HLI Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-5.3%
NKE Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-10.9%
NKE Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-10.9%
WEX Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-14.9%
WEX Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-14.9%
WEX Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K-14.9%
ZBRA Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K+1.9%
ZBRA Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K+1.9%
ZBRA Sell (no earlier buy)—Jun 4, 202590 (rule)$15K–$50K+1.9%
ZBRA Sell (no earlier buy)—Jun 4, 202590 (rule)$1K–$15K+1.9%
RMD Sell (no earlier buy)—Apr 28, 202590 (rule)$1K–$15K-1.2%
AVGO Still heldApr 11, 2025held571$15K–$50K+36.2%
AVGO Still heldApr 11, 2025held571$1K–$15K+36.2%
META Still heldApr 11, 2025held571$15K–$50K-29.2%
META Still heldApr 11, 2025held571$1K–$15K-29.2%
ASHTY Sell (no earlier buy)—Apr 10, 202590 (rule)$15K–$50Knot yet scorable
ASHTY Sell (no earlier buy)—Apr 10, 202590 (rule)$15K–$50Knot yet scorable
ASHTY Sell (no earlier buy)—Apr 10, 202590 (rule)$1K–$15Knot yet scorable
ASHTY Sell (no earlier buy)—Apr 10, 202590 (rule)$1K–$15Knot yet scorable
META Still heldMar 24, 2025held589$1K–$15K-33.0%
META Still heldMar 24, 2025held589$1K–$15K-33.0%
META Still heldMar 24, 2025held589$15K–$50K-33.0%
TGT Sell (no earlier buy)—Mar 21, 202590 (rule)$15K–$50K+13.6%
TGT Sell (no earlier buy)—Mar 21, 202590 (rule)$100K–$250K+13.6%
AVGO Still heldMar 21, 2025held592$1K–$15K+34.8%
AVGO Still heldMar 21, 2025held592$1K–$15K+34.8%
CACI Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K-17.3%
CACI Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K-17.3%
CACI Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K-17.3%
DHI Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+13.2%
DHI Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+13.2%
DEO Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+11.5%
DEO Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+11.5%
DEO Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+11.5%
MRK Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+21.9%
UPS Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+20.8%
UPS Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+20.8%
UPS Sell (no earlier buy)—Mar 20, 202590 (rule)$1K–$15K+20.8%
TGT Round tripMar 3, 2025Mar 21, 202518buy $1K–$15K / sell $15K–$50K-10.4%

Every trade (all time)

TickerActionTradedReported amountDisclosed · lag90-day vs SPYSource
ACNSELLAug 11, 2026$1K–$15KAug 25, 2026
14 days
—PDF
ACNSELLAug 11, 2026$1K–$15KAug 25, 2026
14 days
—PDF
ACNSELLAug 11, 2026$15K–$50KAug 25, 2026
14 days
—PDF
MBGLSELLAug 11, 2026$1K–$15KAug 25, 2026
14 days
—PDF
MBGLSELLAug 11, 2026$1K–$15KAug 25, 2026
14 days
—PDF
MBGLSELLAug 11, 2026$1K–$15KAug 25, 2026
14 days
—PDF
SOLSSELLAug 11, 2026$1K–$15KAug 25, 2026
14 days
—PDF
HONAVEXCHANGEJun 29, 2026$15K–$50KJul 30, 2026
31 days
—PDF
AJGSELLMar 8, 2026$15K–$50KMar 10, 2026
2 days
+11.4%PDF
AJGSELLMar 8, 2026$1K–$15KMar 10, 2026
2 days
+11.4%PDF
AJGSELLMar 8, 2026$1K–$15KMar 10, 2026
2 days
+11.4%PDF
MICCSELLMar 8, 2026$1K–$15KMar 10, 2026
2 days
-2.1%PDF
MICCSELLMar 8, 2026$1K–$15KMar 10, 2026
2 days
-2.1%PDF
ASHGYEXCHANGEDec 10, 2025$15K–$50KJan 20, 2026
41 days
—PDF
ASHGYEXCHANGEDec 10, 2025$15K–$50KJan 20, 2026
41 days
—PDF
ASHGYEXCHANGEDec 10, 2025$1K–$15KJan 20, 2026
41 days
—PDF
ASHGYEXCHANGEDec 10, 2025$1K–$15KJan 20, 2026
41 days
—PDF
ACNSELL (partial)Aug 19, 2025$15K–$50KSep 11, 2025
23 days
+9.7%PDF
ACNSELL (partial)Aug 19, 2025$15K–$50KSep 11, 2025
23 days
+9.7%PDF
ACNSELL (partial)Aug 19, 2025$1K–$15KSep 11, 2025
23 days
+9.7%PDF
ACNSELL (partial)Aug 19, 2025$1K–$15KSep 11, 2025
23 days
+9.7%PDF
ACNSELL (partial)Aug 19, 2025$1K–$15KSep 11, 2025
23 days
+9.7%PDF
JNJSELL (partial)Aug 19, 2025$1K–$15KSep 11, 2025
23 days
-8.2%PDF
TMOSELL (partial)Aug 19, 2025$15K–$50KSep 11, 2025
23 days
-9.8%PDF
TMOSELL (partial)Aug 19, 2025$15K–$50KSep 11, 2025
23 days
-9.8%PDF
TMOSELL (partial)Aug 19, 2025$1K–$15KSep 11, 2025
23 days
-9.8%PDF
TMOSELL (partial)Aug 19, 2025$1K–$15KSep 11, 2025
23 days
-9.8%PDF
VZSELLAug 19, 2025$1K–$15KSep 11, 2025
23 days
+12.8%PDF
HLISELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-5.3%PDF
NKESELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-10.9%PDF
NKESELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-10.9%PDF
RMDSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-1.0%PDF
RMDSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-1.0%PDF
RMDSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-1.0%PDF
RMDSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-1.0%PDF
UPSSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
+21.0%PDF
UPSSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
+21.0%PDF
UPSSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
+21.0%PDF
WEXSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-14.9%PDF
WEXSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-14.9%PDF
WEXSELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
-14.9%PDF
ZBRASELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
+1.9%PDF
ZBRASELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
+1.9%PDF
ZBRASELLJun 4, 2025$15K–$50KJun 18, 2025
14 days
+1.9%PDF
ZBRASELLJun 4, 2025$1K–$15KJun 18, 2025
14 days
+1.9%PDF
RMDSELLApr 28, 2025$1K–$15KMay 13, 2025
15 days
-1.2%PDF
AVGOBUYApr 11, 2025$15K–$50KMay 13, 2025
32 days
+34.2%PDF
AVGOBUYApr 11, 2025$1K–$15KMay 13, 2025
32 days
+34.2%PDF
METABUYApr 11, 2025$15K–$50KMay 13, 2025
32 days
+16.6%PDF
METABUYApr 11, 2025$1K–$15KMay 13, 2025
32 days
+16.6%PDF
ASHTYSELL (partial)Apr 10, 2025$15K–$50KMay 13, 2025
33 days
—PDF
ASHTYSELL (partial)Apr 10, 2025$15K–$50KMay 13, 2025
33 days
—PDF
ASHTYSELL (partial)Apr 10, 2025$1K–$15KMay 13, 2025
33 days
—PDF
ASHTYSELL (partial)Apr 10, 2025$1K–$15KMay 13, 2025
33 days
—PDF
METABUYMar 24, 2025$1K–$15KApr 11, 2025
18 days
+8.3%PDF
METABUYMar 24, 2025$1K–$15KApr 11, 2025
18 days
+8.3%PDF
METABUYMar 24, 2025$15K–$50KApr 11, 2025
18 days
+8.3%PDF
TGTSELLMar 21, 2025$15K–$50KApr 4, 2025
14 days
+13.6%PDF
TGTSELLMar 21, 2025$100K–$250KApr 4, 2025
14 days
+13.6%PDF
AVGOBUYMar 21, 2025$1K–$15KApr 11, 2025
21 days
+25.1%PDF
AVGOBUYMar 21, 2025$1K–$15KApr 11, 2025
21 days
+25.1%PDF
CACISELLMar 20, 2025$1K–$15KApr 11, 2025
22 days
-17.3%PDF
CACISELLMar 20, 2025$1K–$15KApr 11, 2025
22 days
-17.3%PDF
CACISELLMar 20, 2025$1K–$15KApr 11, 2025
22 days
-17.3%PDF
DHISELL (partial)Mar 20, 2025$1K–$15KApr 11, 2025
22 days
+13.2%PDF
DHISELL (partial)Mar 20, 2025$1K–$15KApr 11, 2025
22 days
+13.2%PDF
DEOSELLMar 20, 2025$1K–$15KApr 11, 2025
22 days
+11.5%PDF
DEOSELLMar 20, 2025$1K–$15KApr 11, 2025
22 days
+11.5%PDF
DEOSELLMar 20, 2025$1K–$15KApr 11, 2025
22 days
+11.5%PDF
MRKSELL (partial)Mar 20, 2025$1K–$15KApr 11, 2025
22 days
+21.9%PDF
UPSSELL (partial)Mar 20, 2025$1K–$15KApr 11, 2025
22 days
+20.8%PDF
UPSSELL (partial)Mar 20, 2025$1K–$15KApr 11, 2025
22 days
+20.8%PDF
UPSSELL (partial)Mar 20, 2025$1K–$15KApr 11, 2025
22 days
+20.8%PDF
TGTBUYMar 3, 2025$1K–$15KApr 4, 2025
32 days
-24.3%PDF
How the hit rate works. Prices are daily closes from Yahoo Finance's free chart data; the benchmark is SPY (S&P 500 ETF). (1) Round trips: for each member, ticker and owner, buys are paired with later sells first-in, first-out. Each pair is scored over the actual holding period: the stock's return from buy date to sell date minus SPY's return over the same days. A pair is right if that excess is positive. (2) Still held: a buy with no matching sale is scored from the buy date to the latest close, but only once it is at least 90 days old. (3) Sells with no earlier buy in the data are scored on the 90 days after the sale; right if the stock lagged SPY (the excess is shown inverted, so positive = good call). (4) Options are scored as bets on the underlying stock, using the stock's return versus SPY (no option prices): buying a call, exercising a call, or selling/writing a put counts as a bullish (buy) call; buying a put or selling a call counts as bearish (sell). An opening option trade is paired with a later closing trade of the same contract (type, strike, expiry) when the data has one; otherwise it is scored on the 90 days after the trade. Options whose call/put type is not stated are shown but not scored. Options are drawn as outlined rings on the charts. (5) Weighting: trades are weighted by the midpoint of the reported dollar range, which is approximate; partial sales split a buy across several round trips. (6) Annualized excess = weighted excess divided by weighted holding days, times 365, so short and long holds can be compared. Only members with at least 10 scored items are ranked; under 30 is a small sample. Disclosures are ranges, dates can be wrong, trades before 2024, options, bonds and private holdings are not included, and nothing here accounts for dividends, taxes, or the disclosure delay. This is an educational measure, not a signal and not investment advice.
Education, not investment advice. This page reorganizes public disclosures so you can see what members of Congress reported. A disclosure is not evidence of wrongdoing, and past trades say nothing about future returns. Amounts are the ranges members report, not exact values. Members have up to 45 days to disclose, so recent trades may be missing. Paper filings that need manual review, trades without a confident ticker match, options, mutual funds, bonds and private holdings are not shown. Always check the source filing.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.