Trade Volume by Year
Top Traded Sectors
- Industrials44%
- Technology20%
- Other11%
- Consumer10%
- Healthcare9%
- Financials5%
- Materials1%
- Communication1%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Aug 11, 2026filed Aug 25, 2026 | ACNAccenture plc · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 11, 2026filed Aug 25, 2026 | SOLSSolstice Advanced Materials Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 11, 2026filed Aug 25, 2026 | MBGLMobility Global Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Aug 11, 2026filed Aug 25, 2026 | MBGLMobility Global Inc. · Stock |
Sale | $1K – $15K | Spouse · Asset acquired through a S&P Global (SPGI) spinoff. ↗ | … |
| Aug 11, 2026filed Aug 25, 2026 | MBGLMobility Global Inc. · Stock |
Sale | $1K – $15K | Spouse · Asset acquired through a S&P Global (SPGI) spinoff. ↗ | … |
| Aug 11, 2026filed Aug 25, 2026 | ACNAccenture plc · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Aug 11, 2026filed Aug 25, 2026 | ACNAccenture plc · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 29, 2026filed Jul 30, 2026 | HONAVHoneywell Aerospace Inc. - Common Stock · Stock |
Exchange | $15K – $50K | Spouse · Asset acquired when certain Honeywell International Inc. (HON) shares were exchanged for Honeywell ↗ | … |
| Jun 19, 2026filed Jul 9, 2026 | ANANDGmatchedAndersen Corporation | Sale | $100K – $250K | Joint · partial; Window manufacturer ↗ | — |
| May 4, 2026filed May 21, 2026 | —No tickerStarCloud · OI | Sale | $15K – $50K | Joint · Data Centers, Redmond, WA ↗ | — |
| May 4, 2026filed May 5, 2026 | —No tickerStar Catcher Industries, Inc. · OI | Sale | $15K – $50K | Joint · Energy infrastructure in space, Jacksonville, FL ↗ | — |
| May 4, 2026filed May 5, 2026 | —No tickerHermeus Corp · OI | Sale | $15K – $50K | Joint · High speed aircraft manufacturer, Atlanta, GA ↗ | — |
| May 4, 2026filed May 5, 2026 | —No tickerSaronic Technologies · OI | Sale | $15K – $50K | Joint · Autonomous maritime vessels, Austin, TX ↗ | — |
| Apr 17, 2026filed May 5, 2026 | —No tickerPelvital USA, Inc. · OI | Purchase | $15K – $50K | Joint · Medical devices, Minneapolis, MN ↗ | — |
| Apr 15, 2026filed May 5, 2026 | PVPrivate holdingArtistry in Motion, LLC | Purchase | $50K – $100K | Joint · Live events special effects, Northridge, CA ↗ | — |
| Apr 14, 2026filed May 5, 2026 | —No tickerCavall · OI | Purchase | $1K – $15K | Joint · Sports Software, London, UK ↗ | — |
| Apr 6, 2026filed May 5, 2026 | —No tickerStar Catcher Industries, Inc. · OI | Purchase | $15K – $50K | Joint · Energy infrastructure in space, Jacksonville, FL ↗ | — |
| Mar 15, 2026filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $100K – $250K | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Mar 15, 2026filed Apr 2, 2026 | —No tickerStarCloud · OI | Purchase | $15K – $50K | Data Centers, Redmond, WA ↗ | — |
| Jan 20, 2026filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $250K – $500K | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Dec 22, 2025filed Apr 2, 2026 | —No tickerCavall · OI | Purchase | $1K – $15K | Sports Software, London, UK ↗ | — |
| Dec 22, 2025filed Apr 2, 2026 | —No tickerFluxAI · OI | Purchase | $15K – $50K | AI Hardware Engineer, San Francisco, CA ↗ | — |
| Oct 15, 2025filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $50K – $100K | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Sep 15, 2025filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $100K – $250K | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Jun 15, 2025filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $250K – $500K | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Mar 15, 2025filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $250K – $500K | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Jan 20, 2025filed Apr 2, 2026 | ANDGAndersen Group Inc. · OI |
Sale | $500K – $1.0M | partial; Window Manufacturer, Bayport, WI ↗ | … |
| Mar 9, 2026filed Mar 10, 2026 | —No tickerSaronic Technologies · OI | Purchase | $15K – $50K | Autonomous maritime vessels; Austin, TX ↗ | — |
| Mar 8, 2026filed Mar 10, 2026 | AJGArthur J. Gallagher & Co. · Stock |
Sale | $1K – $15K | ↗ | … |
| Mar 8, 2026filed Mar 10, 2026 | MICCMagnum Ice Cream Co N.V. · Stock |
Sale | $1K – $15K | ↗ | … |
| Mar 8, 2026filed Mar 10, 2026 | MICCMagnum Ice Cream Co N.V. · Stock |
Sale | $1K – $15K | ↗ | … |
| Mar 8, 2026filed Mar 10, 2026 | AJGArthur J. Gallagher & Co. · Stock |
Sale | $1K – $15K | ↗ | … |
| Mar 8, 2026filed Mar 10, 2026 | AJGArthur J. Gallagher & Co. · Stock |
Sale | $15K – $50K | ↗ | … |
| Mar 2, 2026filed Mar 5, 2026 | —No tickerHermeus Corp · OI | Purchase | $15K – $50K | High speed aircraft manufacturer, Atlanta, GA ↗ | — |
| Mar 2, 2026filed Mar 3, 2026 | —No tickerArcade AI. Inc. · OI | Purchase | $15K – $50K | San Francisco, CA ↗ | — |
| Feb 11, 2026filed Mar 2, 2026 | PVPrivate holdingHM Companies LLC | Purchase | $1K – $15K | Boca Raton, FL ↗ | — |
| Feb 11, 2026filed Mar 2, 2026 | —No tickerAxiom Quant Inc. (dba Axiom Math) · OI | Purchase | $15K – $50K | San Francisco, CA ↗ | — |
| Feb 20, 2026filed Feb 25, 2026 | —No tickerRhoda AI · OI | Purchase | $15K – $50K | Robotics; San Jose, CA ↗ | — |
| Feb 11, 2026filed Feb 25, 2026 | —No tickerProject Stardust · OI | Purchase | $15K – $50K | Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA ↗ | — |
| Jan 29, 2026filed Feb 12, 2026 | —No tickerAdvanced Machine Intelligence (AMI) Labs · OI | Purchase | $15K – $50K | World Model AI, Paris, France ↗ | — |
| Jan 29, 2026filed Feb 4, 2026 | —No tickerAalo Atomics · OI | Purchase | $15K – $50K | Nuclear Power, Austin, TX ↗ | — |
| Jan 29, 2026filed Feb 4, 2026 | —No tickerSygaldry Technologies, Inc. · OI | Purchase | $15K – $50K | Computer Servers, Santa Monica, CA ↗ | — |
| Jan 20, 2026filed Feb 4, 2026 | —No tickerCogniChip, Inc. · OI | Purchase | $15K – $50K | AI Chip Design, Redwood City, CA ↗ | — |
| Jan 20, 2026filed Feb 4, 2026 | —No tickerModak Communities Inc. · OI | Purchase | $15K – $50K | Financial Technology, Menlo Park, CA ↗ | — |
| Jan 20, 2026filed Feb 4, 2026 | —No tickerVarda Space Industries, Inc. · OI | Purchase | $15K – $50K | Microgravity Manufacturing, El Segundo, CA ↗ | — |
| Dec 10, 2025filed Jan 20, 2026 | ASHGYASHTED GRP PLC S/ADR · Stock |
Exchange | $15K – $50K | Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ↗ | … |
| Dec 10, 2025filed Jan 20, 2026 | ASHGYASHTED GRP PLC S/ADR · Stock |
Exchange | $1K – $15K | Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ↗ | … |
| Dec 10, 2025filed Jan 20, 2026 | ASHGYASHTED GRP PLC S/ADR · Stock |
Exchange | $1K – $15K | Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ↗ | … |
| Dec 10, 2025filed Jan 20, 2026 | ASHGYASHTED GRP PLC S/ADR · Stock |
Exchange | $15K – $50K | Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ↗ | … |
| Dec 15, 2025filed Dec 19, 2025 | —No tickerBenable · OI | Purchase | $15K – $50K | Social commerce company, Richmond, VA ↗ | — |
| Oct 24, 2025filed Nov 6, 2025 | PVPrivate holdingLazurite Holdings LLC | Purchase | $15K – $50K | Medical devices ↗ | — |
| Aug 19, 2025filed Sep 11, 2025 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | JNJJOHNSON & JOHNSON · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | ACNAccenture plc · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | ACNAccenture plc · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | ACNAccenture plc · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | ACNAccenture plc · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | VZVERIZON COMMUNICATIONS INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Aug 19, 2025filed Sep 11, 2025 | ACNAccenture plc · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Aug 7, 2025filed Aug 19, 2025 | PVPrivate holdingTree Care Partners | Purchase | $50K – $100K | Tree Care Services ↗ | — |
| Jul 25, 2025filed Aug 3, 2025 | PVPrivate holdingMM Fox LP | Purchase | $15K – $50K | B2B software ↗ | — |
| Jul 25, 2025filed Aug 3, 2025 | —No tickerKwikbit Inc · OI | Purchase | $50K – $100K | Communications technology and service ↗ | — |
| Jun 4, 2025filed Jun 18, 2025 | RMDRESMED INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | RMDRESMED INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | WEXWEX Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | UPSUNITED PARCEL SERVICE INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | UPSUNITED PARCEL SERVICE INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | UPSUNITED PARCEL SERVICE INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | RMDRESMED INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | RMDRESMED INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | NKENIKE, Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | NKENIKE, Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | HLIHOULIHAN LOKEY, INC. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | ZBRAZEBRA TECHNOLOGIES CORP · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | ZBRAZEBRA TECHNOLOGIES CORP · Stock |
Sale | $15K – $50K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | ZBRAZEBRA TECHNOLOGIES CORP · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | ZBRAZEBRA TECHNOLOGIES CORP · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | WEXWEX Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 4, 2025filed Jun 18, 2025 | WEXWEX Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Apr 1, 2025filed Jun 18, 2025 | MUMunicipal bond2000137338CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 | Purchase | $1K – $15K | Interest ↗ | — |
| Apr 1, 2025filed Jun 18, 2025 | MUMunicipal bond2000137339MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 | Purchase | $1K – $15K | Interest ↗ | — |
| May 5, 2025filed Jun 4, 2025 | PVPrivate holdingAero Engineering Holdings LLC | Purchase | $50K – $100K | Aviation parts manufacturer ↗ | — |
| Apr 28, 2025filed May 13, 2025 | RMDRESMED INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Apr 11, 2025filed May 13, 2025 | AVGOBroadcom Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Apr 11, 2025filed May 13, 2025 | METAMeta Platforms, Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Apr 11, 2025filed May 13, 2025 | METAMeta Platforms, Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Apr 11, 2025filed May 13, 2025 | AVGOBroadcom Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Apr 10, 2025filed May 13, 2025 | ASHTYASHTED GRP PLC UNSP/ADR · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Apr 10, 2025filed May 13, 2025 | ASHTYASHTED GRP PLC UNSP/ADR · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Apr 10, 2025filed May 13, 2025 | ASHTYASHTED GRP PLC UNSP/ADR · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Apr 10, 2025filed May 13, 2025 | ASHTYASHTED GRP PLC UNSP/ADR · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Apr 1, 2025filed May 13, 2025 | MUMunicipal bondMINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 | Purchase | $1K – $15K | Interest ↗ | — |
| Apr 1, 2025filed May 13, 2025 | MUMunicipal bondCHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 | Purchase | $1K – $15K | Interest ↗ | — |
| Apr 10, 2025filed May 5, 2025 | —No tickerSMX Industrial Solutions · OI | Purchase | $1K – $15K | Advanced Fabrication & Welding Solutions Company ↗ | — |
| Mar 24, 2025filed Apr 11, 2025 | METAMeta Platforms, Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 24, 2025filed Apr 11, 2025 | METAMeta Platforms, Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Mar 24, 2025filed Apr 11, 2025 | METAMeta Platforms, Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
The 100 most recently filed of 127 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/M001234.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Kelly Morrison reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Kelly Morrison’s wealth land. Read it as an estimate, not a bound.
3 holdings are reported only as “over” an amount, with no ceiling, and counted at that floor, so the headline is, if anything, low.
By Kind of Asset
- Hedge & private equity funds (EIF)1 line$15.0M
- Mutual funds47 lines · 3 with no stated ceiling$7.9M+
- Exchange-traded funds49 lines$7.3M
- Stocks123 lines$7.0M
- Bank accounts, money market accounts & CDs9 lines$1.2M
- Real property2 lines$758K
- 529 portfolio3 lines$425K
- Government securities & agency debt5 lines$375K
- Pensions1 line$375K
- All other kinds1 line$75K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Callanish Capital Partners LP | Hedge & private equity funds (EIF) | Joint | $5,000,001 - $25,000,000 |
| LINIX BlackRock LifePath Index 2030 Port Insti Shs (LINIX) | Mutual funds | Spouse | Spouse/DC Over $1,000,000 |
| LINIX BlackRock LifePath Index 2030 Port Insti Shs (LINIX) | Mutual funds | Spouse | Spouse/DC Over $1,000,000 |
| FZFXX Fidelity Treasury Money Market Fund (FZFXX) | Mutual funds | Spouse | Spouse/DC Over $1,000,000 |
| IEFA iShares Core MSCI EAFE ETF (IEFA) | Exchange-traded funds | Spouse | $500,001 - $1,000,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | Spouse | $500,001 - $1,000,000 |
| MSFT Microsoft Corporation - Common Stock (MSFT) | Stocks | Spouse | $500,001 - $1,000,000 |
| Rental Property 1 | Real property | — | $500,001 - $1,000,000 |
| VIEIX Vanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX) | Mutual funds | Spouse | $500,001 - $1,000,000 |
| VOO Vanguard S&P 500 ETF (VOO) | Exchange-traded funds | Spouse | $500,001 - $1,000,000 |
| EKJYX Allspring Premier Large Company Growth Fund Insti Class (EKJYX) | Mutual funds | — | $250,001 - $500,000 |
| Bank Account 2 | Bank accounts, money market accounts & CDs | Joint | $250,001 - $500,000 |
| EISIX Carillon ClariVest International Stock Fund Class I (EISIX) | Mutual funds | — | $250,001 - $500,000 |
| COST Costco Wholesale Corporation - Common Stock (COST) | Stocks | Spouse | $250,001 - $500,000 |
| IEFA iShares Core MSCI EAFE ETF (IEFA) | Exchange-traded funds | — | $250,001 - $500,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | — | $250,001 - $500,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | Spouse | $250,001 - $500,000 |
| PLSAX Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A (PLSAX) | Mutual funds | — | $250,001 - $500,000 |
| Target Pension Account | Pensions | Spouse | $250,001 - $500,000 |
| VEA Vanguard FTSE Developed Markets ETF (VEA) | Exchange-traded funds | Spouse | $250,001 - $500,000 |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | Mutual funds | Spouse | $250,001 - $500,000 |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | Mutual funds | Spouse | $250,001 - $500,000 |
| VV Vanguard Large-Cap ETF (VV) | Exchange-traded funds | Spouse | $250,001 - $500,000 |
| VOO Vanguard S&P 500 ETF (VOO) | Exchange-traded funds | Spouse | $250,001 - $500,000 |
| Wells Fargo Secured Market Deposit Account (SMDA) | Bank accounts, money market accounts & CDs | Spouse | $250,001 - $500,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 12, 2026 · 241 assets, 3 liabilities parsedFiling ↗
- New Filer · 2025House Clerk · filed Jul 20, 2025Filing ↗
- Amendment · 2024House Clerk · filed Jul 20, 2025Filing ↗
- Other · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Other · 2023House Clerk · filed Mar 6, 2024Filing ↗




















