Kelly Louise Morrison
Trades
58
27 buy / 31 sell
Buy Win Rate
90%
10 buy trades scored
Avg. Buy Return
-3.9%
Dollar-weighted avg
vs S&P 500
-15.7%
Same holding periods
Trading Performance
Based on 10 buys scored - low sample, interpret with caution
Avg. Buy Return-3.9%
S&P 500 (same periods)+11.8%
Alpha vs S&P 500-15.7%
Buy Win Rate90%
Sell Timing54%
Buy / Sell Trades9 / 28
Buy/Sell Ratio0.3x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
58 trades disclosed
JT StarCloud
Type:
Sell
Date
May 4, 2026
StarCloud
Type:
Sell
Date
May 4, 2026
Saronic TechnologiesPrivate
Type:
Sell
Date
May 4, 2026
Pelvital USA, Inc.Private
Type:
Buy
Date
Apr 17, 2026
Artistry in Motion, LLCPrivate
Type:
Buy
Date
Apr 15, 2026
CavallPrivate
Type:
Buy
Date
Apr 14, 2026
Star Catcher Industries, Inc.Private
Type:
Buy
Date
Apr 6, 2026
Andersen CorporationPrivate
Type:
Sell
Date
Mar 15, 2025
Andersen CorporationPrivate
Type:
Sell
Date
Mar 15, 2026
StarCloudPrivate
Type:
Buy
Date
Mar 15, 2026
FluxAIPrivate
Type:
Buy
Date
Dec 22, 2025
Andersen CorporationPrivate
Type:
Sell
Date
Oct 15, 2025
Andersen CorporationPrivate
Type:
Sell
Date
Sep 15, 2025
Andersen CorporationPrivate
Type:
Sell
Date
Jun 15, 2025
Andersen CorporationPrivate
Type:
Sell
Date
Jan 20, 2025
MICC
The Magnum Ice Cream Company N.V. Ordinary Shares
Type:
Sell
Date
Mar 8, 2026
AJG
Arthur J. Gallagher & Co. Common Stock
Type:
Sell
Date
Mar 8, 2026
Hermeus CorpPrivate
Type:
Buy
Date
Mar 2, 2026
HM Companies LLCPrivate
Type:
Buy
Date
Feb 11, 2026
Rhoda AIPrivate
Type:
Buy
Date
Feb 20, 2026
AM
AMI
Advanced Machine Intelligence
Type:
Buy
Date
Jan 29, 2026
INTC
Advanced Machine Intelligence (AMI)
Type:
Buy
Date
Jan 29, 2026
Varda Space Industries, Inc.Private
Type:
Buy
Date
Jan 20, 2026
Sygaldry Technologies, Inc.Private
Type:
Buy
Date
Jan 29, 2026
AS
ASHGY
ASHTED GRP PLC S/ADR
Type:
Sell
Date
Dec 10, 2025
BenablePrivate
Type:
Buy
Date
Dec 15, 2025
Lazurite Holdings LLCPrivate
Type:
Buy
Date
Oct 24, 2025
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Sell
Date
Aug 19, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Aug 19, 2025
VZ
Verizon Communications Inc. Common Stock
Type:
Sell
Date
Aug 19, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Aug 19, 2025
Tree Care PartnersPrivate
Type:
Buy
Date
Aug 7, 2025
MM Fox LPPrivate
Type:
Buy
Date
Jul 25, 2025
ZBRA
Zebra Technologies Corporation - Class A Common Stock
Type:
Sell
Date
Jun 4, 2025
RM
RMD
ResMed Inc. Common Stock
Type:
Sell
Date
Jun 4, 2025
HLI
Houlihan Lokey, Inc. Class A Common Stock
Type:
Sell
Date
Jun 4, 2025
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Jun 4, 2025
WEX
WEX Inc. common stock
Type:
Sell
Date
Jun 4, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jun 4, 2025
Aero Engineering Holdings LLCPrivate
Type:
Buy
Date
May 5, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Apr 11, 2025
AS
ASHTY
ASHTED GRP PLC UNSP/ADR
Type:
Sell
Date
Apr 10, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Apr 11, 2025
RM
RMD
ResMed Inc. Common Stock
Type:
Sell
Date
Apr 28, 2025
SMX Industrial SolutionsPrivate
Type:
Buy
Date
Apr 10, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Mar 20, 2025
CACI
CACI International, Inc. Class A Common Stock
Type:
Sell
Date
Mar 20, 2025
DHI
D.R. Horton, Inc. Common Stock
Type:
Sell
Date
Mar 20, 2025
DE
DEO
Diageo plc Common Stock
Type:
Sell
Date
Mar 20, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Sell
Date
Mar 20, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Mar 21, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Mar 24, 2025
TGT
Target Corporation Common Stock
Type:
Sell
Date
Mar 21, 2025
TGT
Target Corporation Common Stock
Type:
Buy
Date
Mar 3, 2025
US TreasuryBond
Type:
Sell
Date
Feb 28, 2025
Intek Plastics LLCPrivate
Type:
Buy
Date
Feb 20, 2025
Rise & Puff IncPrivate
Type:
Buy
Date
Feb 18, 2025
PBHC
Pathfinder 360 v.2 [HN
Type:
Buy
Date
Jan 10, 2025
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| May 4, 2026 | JT StarCloud | Sell | $15k - $50k | +17dFiling |
| May 4, 2026 | StarCloud | Sell | $15k - $50k | +17dFiling |
| May 4, 2026 | Saronic TechnologiesPrivate | Sell | $15k - $50k | +1dFiling |
| Apr 17, 2026 | Pelvital USA, Inc.Private | Buy | $15k - $50k | +18dFiling |
| Apr 15, 2026 | Artistry in Motion, LLCPrivate | Buy | $50k - $100k | +20dFiling |
| Apr 14, 2026 | CavallPrivate | Buy | $1k - $15k | +21dFiling |
| Apr 6, 2026 | Star Catcher Industries, Inc.Private | Buy | $15k - $50k | +29dFiling |
| Mar 15, 2025 | Andersen CorporationPrivate | Sell | $250k - $500k | Date uncertain |
| Mar 15, 2026 | Andersen CorporationPrivate | Sell | $100k - $250k | +18dFiling |
| Mar 15, 2026 | StarCloudPrivate | Buy | $15k - $50k | +18dFiling |
| Dec 22, 2025 | FluxAIPrivate | Buy | $15k - $50k | |
| Oct 15, 2025 | Andersen CorporationPrivate | Sell | $50k - $100k | |
| Sep 15, 2025 | Andersen CorporationPrivate | Sell | $100k - $250k | |
| Jun 15, 2025 | Andersen CorporationPrivate | Sell | $250k - $500k | |
| Jan 20, 2025 | Andersen CorporationPrivate | Sell | $500k - $1M | Date uncertain |
| Mar 8, 2026 | MICC The Magnum Ice Cream Company N.V. Ordinary Shares | Sell | $1k - $15k | +2dFiling |
| Mar 8, 2026 | AJG Arthur J. Gallagher & Co. Common Stock | Sell | $15k - $50k | +2dFiling |
| Mar 2, 2026 | Hermeus CorpPrivate | Buy | $15k - $50k | +3dFiling |
| Feb 11, 2026 | HM Companies LLCPrivate | Buy | $1k - $15k | +19dFiling |
| Feb 20, 2026 | Rhoda AIPrivate | Buy | $15k - $50k | +5dFiling |
| Jan 29, 2026 | AM AMI Advanced Machine Intelligence | Buy | $15k - $50k | +14dFiling |
| Jan 29, 2026 | INTC Advanced Machine Intelligence (AMI) | Buy | $15k - $50k | +14dFiling |
| Jan 20, 2026 | Varda Space Industries, Inc.Private | Buy | $15k - $50k | +15dFiling |
| Jan 29, 2026 | Sygaldry Technologies, Inc.Private | Buy | $15k - $50k | +6dFiling |
| Dec 10, 2025 | AS ASHGY ASHTED GRP PLC S/ADR | Sell | $15k - $50k | +41dFiling |
| Dec 15, 2025 | BenablePrivate | Buy | $15k - $50k | +4dFiling |
| Oct 24, 2025 | Lazurite Holdings LLCPrivate | Buy | $15k - $50k | +13dFiling |
| Aug 19, 2025 | TMO Thermo Fisher Scientific Inc Common Stock | Sell | $15k - $50k | +23dFiling |
| Aug 19, 2025 | JNJ Johnson & Johnson Common Stock | Sell | $1k - $15k | +23dFiling |
| Aug 19, 2025 | VZ Verizon Communications Inc. Common Stock | Sell | $1k - $15k | +23dFiling |
| Aug 19, 2025 | ACN Accenture plc Class A Ordinary Shares | Sell | $15k - $50k | +23dFiling |
| Aug 7, 2025 | Tree Care PartnersPrivate | Buy | $50k - $100k | +12dFiling |
| Jul 25, 2025 | MM Fox LPPrivate | Buy | $15k - $50k | +9dFiling |
| Jun 4, 2025 | ZBRA Zebra Technologies Corporation - Class A Common Stock | Sell | $15k - $50k | +14dFiling |
| Jun 4, 2025 | RM RMD ResMed Inc. Common Stock | Sell | $1k - $15k | +14dFiling |
| Jun 4, 2025 | HLI Houlihan Lokey, Inc. Class A Common Stock | Sell | $1k - $15k | +14dFiling |
| Jun 4, 2025 | NKE Nike, Inc. Common Stock | Sell | $1k - $15k | +14dFiling |
| Jun 4, 2025 | WEX WEX Inc. common stock | Sell | $1k - $15k | +14dFiling |
| Jun 4, 2025 | UPS United Parcel Service, Inc. Common Stock | Sell | $1k - $15k | +14dFiling |
| May 5, 2025 | Aero Engineering Holdings LLCPrivate | Buy | $50k - $100k | +30dFiling |
| Apr 11, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $15k - $50k | +32dFiling |
| Apr 10, 2025 | AS ASHTY ASHTED GRP PLC UNSP/ADR | Sell | $15k - $50k | +33dFiling |
| Apr 11, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $15k - $50k | +32dFiling |
| Apr 28, 2025 | RM RMD ResMed Inc. Common Stock | Sell | $1k - $15k | +15dFiling |
| Apr 10, 2025 | SMX Industrial SolutionsPrivate | Buy | $1k - $15k | +25dFiling |
| Mar 20, 2025 | UPS United Parcel Service, Inc. Common Stock | Sell | $1k - $15k | +22dFiling |
| Mar 20, 2025 | CACI CACI International, Inc. Class A Common Stock | Sell | $1k - $15k | +22dFiling |
| Mar 20, 2025 | DHI D.R. Horton, Inc. Common Stock | Sell | $1k - $15k | +22dFiling |
| Mar 20, 2025 | DE DEO Diageo plc Common Stock | Sell | $1k - $15k | +22dFiling |
| Mar 20, 2025 | MRK Merck & Company, Inc. Common Stock | Sell | $1k - $15k | +22dFiling |
| Mar 21, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +21dFiling |
| Mar 24, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $15k - $50k | +18dFiling |
| Mar 21, 2025 | TGT Target Corporation Common Stock | Sell | $15k - $50k | +14dFiling |
| Mar 3, 2025 | TGT Target Corporation Common Stock | Buy | $1k - $15k | +32dFiling |
| Feb 28, 2025 | US TreasuryBond | Sell | $15k - $50k | +11dFiling |
| Feb 20, 2025 | Intek Plastics LLCPrivate | Buy | $15k - $50k | +18dFiling |
| Feb 18, 2025 | Rise & Puff IncPrivate | Buy | $15k - $50k | +20dFiling |
| Jan 10, 2025 | PBHC Pathfinder 360 v.2 [HN | Buy | $100k - $250k | +23dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer