Kelly Morrison
D-MN-3 Representative for Minnesota’s 3rd district Democrat In Congress since 2025
- 123trades · 3 yrs
- 45buys
- 73sells
- 18dmedian wait
- 8filed late
Kelly Morrison disclosed 123 trades made since Oct 4, 2023: 45 buys and 73 sales. The most traded name was ACN (8 trades). 15 of them were a spouse's or joint account's. The latest, made Aug 11, 2026, was filed Aug 25, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
123 trades since Oct 4, 2023 · newest first · 11 in an industry a committee of theirs oversees
-
SOLSSolstice Advanced Materials Inc.Sell$1K–$15KTraded Aug 11Filed Aug 25 14d
-
MBGLMobility Global Inc.Sell$1K–$15KTraded Aug 11Filed Aug 25 14d
-
MBGLMobility Global Inc.Sell$1K–$15KTraded Aug 11Filed Aug 25 14d
-
MBGLMobility Global Inc.Sell$1K–$15KTraded Aug 11Filed Aug 25 14d
-
ACNAccenture plc Class A Ordinary SharesSell$15K–$50KTraded Aug 11Filed Aug 25 14d
-
ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Aug 11Filed Aug 25 14d
-
ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Aug 11Filed Aug 25 14d
-
HONAVHoneywell Aerospace Inc.Exchange$15K–$50KTraded Jun 29Filed Jul 30 31d
-
Andersen CorporationSell · part$100K–$250KTraded Jun 19Filed Jul 9 20d
-
StarCloudSell$15K–$50KTraded May 4Filed May 21 17d
-
Star Catcher Industries, Inc.Sell$15K–$50KTraded May 4Filed May 5 1d
-
Saronic TechnologiesSell$15K–$50KTraded May 4Filed May 5 1d
-
Hermeus CorpSell$15K–$50KTraded May 4Filed May 5 1d
-
Pelvital USA, Inc.Buy$15K–$50KTraded Apr 17Filed May 5 18d
-
Artistry in Motion, LLCBuy$50K–$100KTraded Apr 15Filed May 5 20d
-
CavallBuy$1K–$15KTraded Apr 14Filed May 5 21d
-
Star Catcher Industries, Inc.Buy$15K–$50KTraded Apr 6Filed May 5 29d
-
StarCloudBuy$15K–$50KTraded Mar 15Filed Apr 2 18d
-
Andersen CorporationSell · part$100K–$250KTraded Mar 15Filed Apr 2 18d
-
Saronic TechnologiesBuy$15K–$50KTraded Mar 9Filed Mar 10 1d
-
MICCThe Magnum Ice Cream Company N.V. Ordinary SharesSell$1K–$15KTraded Mar 8Filed Mar 10 2d
-
MICCThe Magnum Ice Cream Company N.V. Ordinary SharesSell$1K–$15KTraded Mar 8Filed Mar 10 2d
-
AJGArthur J. Gallagher & Co.Sell$1K–$15KTraded Mar 8Filed Mar 10 2d
-
AJGArthur J. Gallagher & Co.Sell$1K–$15KTraded Mar 8Filed Mar 10 2d
-
AJGArthur J. Gallagher & Co.Sell$15K–$50KTraded Mar 8Filed Mar 10 2d
-
Hermeus CorpBuy$15K–$50KTraded Mar 2Filed Mar 5 3d
-
Arcade AI. Inc.Buy$15K–$50KTraded Mar 2Filed Mar 3 1d
-
Rhoda AIBuy$15K–$50KTraded Feb 20Filed Feb 25 5d
-
HM Companies LLCBuy$1K–$15KTraded Feb 11Filed Mar 2 19d
-
Axiom Quant Inc. (dba Axiom Math)Buy$15K–$50KTraded Feb 11Filed Mar 2 19d
-
Project StardustBuy$15K–$50KTraded Feb 11Filed Feb 25 14d
-
Advanced Machine Intelligence (AMI) LabsBuy$15K–$50KTraded Jan 29Filed Feb 12 14d
-
Sygaldry Technologies, Inc.Buy$15K–$50KTraded Jan 29Filed Feb 4 6d
-
Aalo AtomicsBuy$15K–$50KTraded Jan 29Filed Feb 4 6d
-
Andersen CorporationSell · part$250K–$500KTraded Jan 20Filed Apr 2 72d
-
Varda Space Industries, Inc.Buy$15K–$50KTraded Jan 20Filed Feb 4 15d
-
Modak Communities Inc.Buy$15K–$50KTraded Jan 20Filed Feb 4 15d
-
CogniChip, Inc.Buy$15K–$50KTraded Jan 20Filed Feb 4 15d
-
FluxAIBuy$15K–$50KTraded Dec 22, 2025Filed Apr 2 101d
-
CavallBuy$1K–$15KTraded Dec 22, 2025Filed Apr 2 101d
-
BenableBuy$15K–$50KTraded Dec 15, 2025Filed Dec 19, 2025 4d
-
ASHGYASHTED GRP PLC S/ADRExchange$1K–$15KTraded Dec 10, 2025Filed Jan 20 41d
-
ASHGYASHTED GRP PLC S/ADRExchange$1K–$15KTraded Dec 10, 2025Filed Jan 20 41d
-
ASHGYASHTED GRP PLC S/ADRExchange$15K–$50KTraded Dec 10, 2025Filed Jan 20 41d
-
ASHGYASHTED GRP PLC S/ADRExchange$15K–$50KTraded Dec 10, 2025Filed Jan 20 41d
-
Lazurite Holdings LLCBuy$15K–$50KTraded Oct 24, 2025Filed Nov 6, 2025 13d
-
Andersen CorporationSell · part$50K–$100KTraded Oct 15, 2025Filed Apr 2 169d
-
Andersen CorporationSell · part$100K–$250KTraded Sep 15, 2025Filed Apr 2 199d
-
VZVerizon Communications Inc.Sell$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
TMOThermo Fisher Scientific IncSell · part$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
TMOThermo Fisher Scientific IncSell · part$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
TMOThermo Fisher Scientific IncSell · part$15K–$50KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
TMOThermo Fisher Scientific IncSell · part$15K–$50KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
JNJJohnson & JohnsonSell · part$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
ACNAccenture plc Class A Ordinary SharesSell · part$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
ACNAccenture plc Class A Ordinary SharesSell · part$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
ACNAccenture plc Class A Ordinary SharesSell · part$1K–$15KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
ACNAccenture plc Class A Ordinary SharesSell · part$15K–$50KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
ACNAccenture plc Class A Ordinary SharesSell · part$15K–$50KTraded Aug 19, 2025Filed Sep 11, 2025 23d
-
Tree Care PartnersBuy$50K–$100KTraded Aug 7, 2025Filed Aug 19, 2025 12d
-
MM Fox LPBuy$15K–$50KTraded Jul 25, 2025Filed Aug 3, 2025 9d
-
Kwikbit IncBuy$50K–$100KTraded Jul 25, 2025Filed Aug 3, 2025 9d
-
Andersen CorporationSell · part$250K–$500KTraded Jun 15, 2025Filed Apr 2 291d
-
ZBRAZebra Technologies CorporationSell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
ZBRAZebra Technologies CorporationSell$15K–$50KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
ZBRAZebra Technologies CorporationSell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
ZBRAZebra Technologies CorporationSell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
WEXWEX Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
WEXWEX Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
WEXWEX Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
UPSUnited Parcel Service, Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
UPSUnited Parcel Service, Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
UPSUnited Parcel Service, Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
RMDResMed Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
RMDResMed Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
RMDResMed Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
RMDResMed Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
NKENike, Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
NKENike, Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
HLIHoulihan Lokey, Inc.Sell$1K–$15KTraded Jun 4, 2025Filed Jun 18, 2025 14d
-
Aero Engineering Holdings LLCBuy$50K–$100KTraded May 5, 2025Filed Jun 4, 2025 30d
-
RMDResMed Inc.Sell$1K–$15KTraded Apr 28, 2025Filed May 13, 2025 15d
-
METAMeta Platforms, Inc.Buy$1K–$15KTraded Apr 11, 2025Filed May 13, 2025 32d
-
METAMeta Platforms, Inc.Buy$15K–$50KTraded Apr 11, 2025Filed May 13, 2025 32d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Apr 11, 2025Filed May 13, 2025 32d
-
AVGOBroadcom Inc.Buy$15K–$50KTraded Apr 11, 2025Filed May 13, 2025 32d
-
ASHTYASHTED GRP PLC UNSP/ADRSell · part$1K–$15KTraded Apr 10, 2025Filed May 13, 2025 33d
-
ASHTYASHTED GRP PLC UNSP/ADRSell · part$1K–$15KTraded Apr 10, 2025Filed May 13, 2025 33d
-
ASHTYASHTED GRP PLC UNSP/ADRSell · part$15K–$50KTraded Apr 10, 2025Filed May 13, 2025 33d
-
ASHTYASHTED GRP PLC UNSP/ADRSell · part$15K–$50KTraded Apr 10, 2025Filed May 13, 2025 33d
-
SMX Industrial SolutionsBuy$1K–$15KTraded Apr 10, 2025Filed May 5, 2025 25d
-
METAMeta Platforms, Inc.Buy$15K–$50KTraded Mar 24, 2025Filed Apr 11, 2025 18d
-
METAMeta Platforms, Inc.Buy$1K–$15KTraded Mar 24, 2025Filed Apr 11, 2025 18d
-
METAMeta Platforms, Inc.Buy$1K–$15KTraded Mar 24, 2025Filed Apr 11, 2025 18d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Mar 21, 2025Filed Apr 11, 2025 21d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Mar 21, 2025Filed Apr 11, 2025 21d
-
TGTTarget CorporationSell$100K–$250KTraded Mar 21, 2025Filed Apr 4, 2025 14d
-
TGTTarget CorporationSell$15K–$50KTraded Mar 21, 2025Filed Apr 4, 2025 14d
-
UPSUnited Parcel Service, Inc.Sell · part$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
UPSUnited Parcel Service, Inc.Sell · part$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
UPSUnited Parcel Service, Inc.Sell · part$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
MRKMerck & Company, Inc.Sell · part$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
DEODiageo plcSell$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
DEODiageo plcSell$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
DEODiageo plcSell$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
DHID.R. Horton, Inc.Sell · part$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
DHID.R. Horton, Inc.Sell · part$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
CACICACI International, Inc.Sell$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
CACICACI International, Inc.Sell$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
CACICACI International, Inc.Sell$1K–$15KTraded Mar 20, 2025Filed Apr 11, 2025 22d
-
Andersen CorporationSell · part$250K–$500KTraded Mar 15, 2025Filed Apr 2 383d
-
Monomyth Anonvion LLCBuy$15K–$50KTraded Mar 10, 2025Filed Apr 4, 2025 25d
-
US Treasury Note DTD 02/28/26Buy$15K–$50KTraded Mar 4, 2025Filed Apr 11, 2025 38d
-
TGTTarget CorporationBuy$1K–$15KTraded Mar 3, 2025Filed Apr 4, 2025 32d
-
US Treasury Note DTD 02/28/23Sell$15K–$50KTraded Feb 28, 2025Filed Mar 11, 2025 11d
-
Intek Plastics LLCBuy$15K–$50KTraded Feb 20, 2025Filed Mar 10, 2025 18d
-
Rise & Puff IncBuy$15K–$50KTraded Feb 18, 2025Filed Mar 10, 2025 20d
-
Aero Engineering Holdings LLCBuy$50K–$100KTraded Jan 27, 2025Filed Feb 2, 2025 6d
-
Andersen CorporationSell · part$500K–$1MTraded Jan 24, 2025Filed Feb 2, 2025 9d
-
Andersen CorporationSell · part$500K–$1MTraded Jan 20, 2025Filed Apr 2 437d
-
Pathfinder 360 v.2Buy$100K–$250KTraded Jan 10, 2025Filed Feb 2, 2025 23d
-
Pathfinder 360 v.2Buy$100K–$250KTraded Jan 10, 2025Filed Feb 2, 2025 23d
-
Urban SKYBuy$15K–$50KTraded Jan 6, 2025Filed Feb 2, 2025 27d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 12, 2026 · values at year end, in the ranges disclosed
$21.8M–$59M
sum of 219 disclosed ranges
- Fund 87
- Stock 108
- Cash 9
- Other 8
- Real estate 2
- Bond 5
- Callanish Capital Partners LPJoint$5M–$25M
- LINIXBlackRock LifePath Index 2030 Port Insti ShsSelf$1,000,000
- LINIXBlackRock LifePath Index 2030 Port Insti ShsSelf$1,000,000
- FZFXXFidelity Treasury Money Market FundSelf$1,000,000
- MSFTMicrosoft CorporationSpouse$500K–$1M
- Rental Property 1Self$500K–$1M
- VIEIXVanguard Index Trust Extended Market Index Fd Instl ShsSpouse$500K–$1M
- VOOVanguard S&P 500 ETFSpouse$500K–$1M
- IEFAiShares Core MSCI EAFE ETFSpouse$500K–$1M
- IVViShares Core S&P 500 ETFSpouse$500K–$1M
- EKJYXAllspring Premier Large Company Growth Fund Insti ClassSelf$250K–$500K
- Bank Account 2Joint$250K–$500K
- EISIXCarillon ClariVest International Stock Fund Class ISelf$250K–$500K
- COSTCostco Wholesale CorporationSpouse$250K–$500K
- PLSAXPrincipal Fds, Inc. LargeCap S&P 500 Index Fd Cl ASelf$250K–$500K
- Target Pension AccountSpouse$250K–$500K
- VEAVanguard FTSE Developed Markets ETFSpouse$250K–$500K
- VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsSpouse$250K–$500K
- VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsSpouse$250K–$500K
- VVVanguard Large-Cap ETFSpouse$250K–$500K
- VOOVanguard S&P 500 ETFSpouse$250K–$500K
- Wells Fargo Secured Market Deposit Account (SMDA)Spouse$250K–$500K
- Wells Fargo Secured Market Deposit Account (SMDA)Spouse$250K–$500K
- IEFAiShares Core MSCI EAFE ETFSelf$250K–$500K
- IVViShares Core S&P 500 ETFSelf$250K–$500K
- IVViShares Core S&P 500 ETFSpouse$250K–$500K
- GOOGAlphabet Inc. - Class C Capital StockSpouse$100K–$250K
- GOOGAlphabet Inc. - Class C Capital StockSpouse$100K–$250K
- APHAmphenol CorporationSpouse$100K–$250K
- APHAmphenol CorporationSpouse$100K–$250K
- AAPLApple Inc.Spouse$100K–$250K
- AAPLApple Inc.Spouse$100K–$250K
- Growth PortfolioSpouse$100K–$250K
- Growth PortfolioSpouse$100K–$250K
- IBMInternational Business Machines CorporationSpouse$100K–$250K
- OPOCXInvesco Discovery Fund Class ASelf$100K–$250K
- MSFTMicrosoft CorporationSelf$100K–$250K
- PMSIXPrincipal Fds, Inc. Core Plus Bond Fund, InstitutionalSelf$100K–$250K
- PSSIXPrincipal Fds, Inc. SmallCap S&P 600 Index Fd Insti ClSelf$100K–$250K
- PMFJXPrincipal Fds, Inc.MidCap S&P 400 Index Fd J ClSelf$100K–$250K
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Self$100K–$250K
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Spouse$100K–$250K
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Spouse$100K–$250K
- TGTTarget CorporationSpouse$100K–$250K
- TGTTarget CorporationSpouse$100K–$250K
- FLTRVanEck IG Floating Rate ETFSpouse$100K–$250K
- VIGVanguard Div Appreciation ETFSpouse$100K–$250K
- VWOVanguard FTSE Emerging Markets ETFSpouse$100K–$250K
- VYMVanguard High Dividend Yield ETFSpouse$100K–$250K
- VBILXVanguard Intermediate-Term Bond Index Fund Admiral SharesSpouse$100K–$250K
- VWSUXVanguard Ultra-Short-Term Tax-Exempt Fund Admiral SharesSpouse$100K–$250K
- VSCRXVirtus KAR Small-Cap Core Fund R6Spouse$100K–$250K
- IEFAiShares Core MSCI EAFE ETFSpouse$100K–$250K
- IEFAiShares Core MSCI EAFE ETFSpouse$100K–$250K
- IEMGiShares Core MSCI Emerging Markets ETFSpouse$100K–$250K
- IVEiShares S&P 500 Value ETFSpouse$100K–$250K
- IVEiShares S&P 500 Value ETFSpouse$100K–$250K
- ANOKA MN SER A DTD 06/08/23Self$50K–$100K
- ANOKA MN SER A DTD 06/08/23Spouse$50K–$100K
- ABBVAbbVie Inc.Spouse$50K–$100K
- Aggressive Growth PortfolioSpouse$50K–$100K
- GOOGAlphabet Inc. - Class C Capital StockSelf$50K–$100K
- APHAmphenol CorporationSelf$50K–$100K
- AAPLApple Inc.Self$50K–$100K
- AAPLApple Inc.Spouse$50K–$100K
- BRK.BBerkshire Hathaway Inc. NewSelf$50K–$100K
- BRK.BBerkshire Hathaway Inc. NewSpouse$50K–$100K
- BRK.BBerkshire Hathaway Inc. NewSpouse$50K–$100K
- MADVXBlackRock Eq Dividend ISelf$50K–$100K
- BLKBlackRock, Inc.Spouse$50K–$100K
- AVGOBroadcom Inc.Spouse$50K–$100K
- CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15Spouse$50K–$100K
- CCLFXCliffwater Corporate Lending Fund Class ISpouse$50K–$100K
- DAYTON MN SER A DTD 06/15/23Spouse$50K–$100K
- FTHFXFullerThaler Behavioral Small-Cap Equity Fund R6 SharesSpouse$50K–$100K
- GTEYXGateway Fund Class YSpouse$50K–$100K
- GSSIXGoldman Sachs Small Cap Value Fund Institutional SharesSelf$50K–$100K
- HONHoneywell International Inc.Spouse$50K–$100K
- JPMJP Morgan Chase & Co.Self$50K–$100K
- JPMJP Morgan Chase & Co.Spouse$50K–$100K
- JNJJohnson & JohnsonSpouse$50K–$100K
- LOWLowe's Companies, Inc.Spouse$50K–$100K
- MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16Spouse$50K–$100K
- MAMastercard IncorporatedSelf$50K–$100K
- MAMastercard IncorporatedSpouse$50K–$100K
- MAMastercard IncorporatedSpouse$50K–$100K
- MRKMerck & Company, Inc.Spouse$50K–$100K
- METAMeta Platforms, Inc.Spouse$50K–$100K
- MSFTMicrosoft CorporationSpouse$50K–$100K
- MSFTMicrosoft CorporationSpouse$50K–$100K
- SPGIS&P Global Inc.Spouse$50K–$100K
- SNOXXSchwab Treasury Obligations Money Fund - Investor SharesSpouse$50K–$100K
- XLEState Street Energy Select Sector SPDR ETFSpouse$50K–$100K
- Target Retirement 2035 Fund Class PSelf$50K–$100K
- FLTRVanEck ETF Trust VanEck IG Floating Rate ETFSelf$50K–$100K
- FLTRVanEck ETF Trust VanEck IG Floating Rate ETFSpouse$50K–$100K
- VFFSXVanguard 500 Index Fund Institutional Select SharesSpouse$50K–$100K
- VWOVanguard FTSE Emerging Markets ETFSelf$50K–$100K
- VCSHVanguard Short-Term Corporate Bond ETFSpouse$50K–$100K
- VBVanguard Small-Cap ETFSpouse$50K–$100K
- VWSUXVanguard Ultra-Short-Term Tax-Exempt Fund Admiral SharesSpouse$50K–$100K
- VSCRXVirtus KAR Small-Cap Core Fund R6Spouse$50K–$100K
- IVViShares Core S&P 500 ETFSpouse$50K–$100K
- IAUiShares Gold Trust SharesSpouse$50K–$100K
- EFAiShares MSCI EAFE ETFSpouse$50K–$100K
- IWRiShares Russell Mid-Cap ETFSpouse$50K–$100K
- IVEiShares S&P 500 Value ETFSelf$50K–$100K
- ASHGYASHTED GRP PLC S/ADRSelf$15K–$50K
- ASHGYASHTED GRP PLC S/ADRSpouse$15K–$50K
- ASHGYASHTED GRP PLC S/ADRSpouse$15K–$50K
- ABTAbbott LaboratoriesSpouse$15K–$50K
- ACNAccenture plc Class A Ordinary SharesSpouse$15K–$50K
- ACNAccenture plc Class A Ordinary SharesSpouse$15K–$50K
- GOOGLAlphabet Inc.Spouse$15K–$50K
- GOOGLAlphabet Inc.Spouse$15K–$50K
- GOOGAlphabet Inc. - Class C Capital StockSpouse$15K–$50K
- AMZNAmazon.com, Inc.Self$15K–$50K
- AMZNAmazon.com, Inc.Spouse$15K–$50K
- AMZNAmazon.com, Inc.Spouse$15K–$50K
- AMZNAmazon.com, Inc.Spouse$15K–$50K
- ZGFIXAmerican Beacon Ninety One Global Franchise Fund - R5 ClassSpouse$15K–$50K
- AJGArthur J. Gallagher & Co.Spouse$15K–$50K
- AJGArthur J. Gallagher & Co.Spouse$15K–$50K
- BSGLXBaillie Gifford Long Term Global Growth Fund - Institutional ClassSpouse$15K–$50K
- BACBank of America CorporationSpouse$15K–$50K
- BLKBlackRock, Inc.Self$15K–$50K
- BLKBlackRock, Inc.Spouse$15K–$50K
- AVGOBroadcom Inc.Self$15K–$50K
- CCJCameco CorporationSpouse$15K–$50K
- CORCencora, Inc.Self$15K–$50K
- CORCencora, Inc.Spouse$15K–$50K
- CORCencora, Inc.Spouse$15K–$50K
- CVXChevron CorporationSpouse$15K–$50K
- ACINXColumbia Acorn International Class ISelf$15K–$50K
- COSTCostco Wholesale CorporationSpouse$15K–$50K
- DHID.R. Horton, Inc.Self$15K–$50K
- DHID.R. Horton, Inc.Spouse$15K–$50K
- DHID.R. Horton, Inc.Spouse$15K–$50K
- ETNEaton Corporation, PLC Ordinary SharesSpouse$15K–$50K
- EHCEncompass Health CorporationSpouse$15K–$50K
- XOMExxon Mobil CorporationSpouse$15K–$50K
- FTHFXFullerThaler Behavioral Small-Cap Equity Fund R6 SharesSelf$15K–$50K
- GGGGraco Inc.Spouse$15K–$50K
- JPMJP Morgan Chase & Co.Spouse$15K–$50K
- JEPIJPMorgan Equity Premium Income ETFSpouse$15K–$50K
- JNJJohnson & JohnsonSelf$15K–$50K
- JNJJohnson & JohnsonSpouse$15K–$50K
- MAMastercard IncorporatedSpouse$15K–$50K
- METAMeta Platforms, Inc.Self$15K–$50K
- MPGVXMondrian Global Equity Value FundSpouse$15K–$50K
- PTRQXPGIM Total Return Bond Fund Class R6Spouse$15K–$50K
- PMZIXPIMCO Mortgage Opportunities and Bond Fund Class INSTLSpouse$15K–$50K
- PGProcter & Gamble CompanySpouse$15K–$50K
- RTXRTX CorporationSpouse$15K–$50K
- ROKRockwell Automation, Inc.Spouse$15K–$50K
- ROKRockwell Automation, Inc.Spouse$15K–$50K
- SPGIS&P Global Inc.Self$15K–$50K
- SPGIS&P Global Inc.Spouse$15K–$50K
- XLESPDR Select Sector Fund - Energy Select SectorSelf$15K–$50K
- XLESPDR Select Sector Fund - Energy Select SectorSpouse$15K–$50K
- SCHRSchwab Intermediate-Term U.S. Treasury ETFSpouse$15K–$50K
- SWSSXSchwab Small-Cap Index Fund-Select SharesSpouse$15K–$50K
- SOSouthern CompanySpouse$15K–$50K
- TMOThermo Fisher Scientific IncSelf$15K–$50K
- TMOThermo Fisher Scientific IncSpouse$15K–$50K
- TMOThermo Fisher Scientific IncSpouse$15K–$50K
- TMOThermo Fisher Scientific IncSpouse$15K–$50K
- ULUnilever PLCSelf$15K–$50K
- ULUnilever PLCSpouse$15K–$50K
- ULUnilever PLC American Depositary SharesSpouse$15K–$50K
- VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsSelf$15K–$50K
- VOVanguard Mid-Cap ETFSpouse$15K–$50K
- VXUSVanguard Total International Stock ETFSpouse$15K–$50K
- VWSUXVanguard Ultra-Short-Term Tax-Exempt Fund Admiral SharesSelf$15K–$50K
- VSCRXVirtus KAR Small-Cap Core Fund R6Self$15K–$50K
- WFCWells Fargo & CompanySelf$15K–$50K
- WFCWells Fargo & CompanySpouse$15K–$50K
- Wells Fargo Secured Market Deposit Account (SMDA)Self$15K–$50K
- IEMGiShares Core MSCI Emerging Markets ETFSpouse$15K–$50K
- IAUiShares Gold Trust Shares of the iShares Gold TrustSpouse$15K–$50K
- IWMiShares Russell 2000 ETFSpouse$15K–$50K
- IWRiShares Russell Mid-Cap ETFSpouse$15K–$50K
- ACNAccenture plc Class A Ordinary SharesSelf$1K–$15K
- ACNAccenture plc Class A Ordinary SharesSpouse$1K–$15K
- AJGArthur J. Gallagher & Co.Self$1K–$15K
- Bank Account 1Joint$1K–$15K
- Charles Schwab Premier BankSpouse$1K–$15K
- CMGChipotle Mexican Grill, Inc.Spouse$1K–$15K
- CMCSAComcast CorporationSpouse$1K–$15K
- DHRDanaher CorporationSpouse$1K–$15K
- GIBIXGuggenheim Total Return Bond Fund- Institutional ClassSpouse$1K–$15K
- HDHome Depot, Inc.Spouse$1K–$15K
- ITWIllinois Tool Works Inc.Self$1K–$15K
- ITWIllinois Tool Works Inc.Spouse$1K–$15K
- PEPPepsiCo, Inc.Spouse$1K–$15K
- PGProcter & Gamble CompanySpouse$1K–$15K
- Rental Property 2Self$1K–$15K
- ROKRockwell Automation, Inc.Self$1K–$15K
- XLESPDR Select Sector Fund - Energy Select SectorSpouse$1K–$15K
- SNOXXSchwab Treasury Obligations Money Fund - Investor SharesSpouse$1K–$15K
- Schwab Trust Bank (Sweep Account)Spouse$1K–$15K
- Secured Market Deposit AccountSpouse$1K–$15K
- SOLSSolstice Advanced Materials Inc.Spouse$1K–$15K
- MICCThe Magnum Ice Cream Company N.V. Ordinary SharesSpouse$1K–$15K
- MICCThe Magnum Ice Cream Company N.V. Ordinary SharesSpouse$1K–$15K
- TORIXTortoise Energy Infrastructure Total Return Fund - Institutional ClassSpouse$1K–$15K
- VVVValvoline Inc.Spouse$1K–$15K
- VWOVanguard FTSE Emerging Markets ETFSpouse$1K–$15K
- VMFXXVanguard Money Market Reserves Federal Money Market FundSpouse$1K–$15K
- VNQVanguard Real Estate ETFSpouse$1K–$15K
- VOOVanguard S&P 500 ETFSpouse$1K–$15K
- VGSHVanguard Short-Term Treasury ETFSpouse$1K–$15K
- VLTOVeralto CorpSpouse$1K–$15K
- Wells Fargo - CheckingSelf$1K–$15K
- IJRiShares Core S&P Small-Cap ETFSpouse$1K–$15K
- IVEiShares S&P 500 Value ETFSpouse$1K–$15K
- Brokerage Account 1SpouseSpouse/DC Over
- Deferred Compensation ProgramSpouseSpouse/DC Over
- Retirement Account 1 (401k)SpouseSpouse/DC Over
Source filings
Every report we read for this page · newest first
- Aug 25, 2026 Periodic transaction report 7 trades View original
- Aug 12, 2026 2025 annual report 244 assets View original
- Jul 30, 2026 Periodic transaction report 1 trade View original
- Jul 9, 2026 Periodic transaction report 1 trade View original
- May 21, 2026 Periodic transaction report 1 trade View original
- May 5, 2026 Periodic transaction report 7 trades View original
- Apr 2, 2026 Periodic transaction report 10 trades View original
- Mar 10, 2026 Periodic transaction report 6 trades View original
- Mar 5, 2026 Periodic transaction report 1 trade View original
- Mar 3, 2026 Periodic transaction report 1 trade View original
- Mar 2, 2026 Periodic transaction report 2 trades View original
- Feb 25, 2026 Periodic transaction report 2 trades View original
- Feb 12, 2026 Periodic transaction report 1 trade View original
- Feb 4, 2026 Periodic transaction report 5 trades View original
- Jan 20, 2026 Periodic transaction report 4 trades View original
- Dec 19, 2025 Periodic transaction report 1 trade View original
- Nov 6, 2025 Periodic transaction report 1 trade View original
- Sep 11, 2025 Periodic transaction report 11 trades View original
- Aug 19, 2025 Periodic transaction report 1 trade View original
- Aug 3, 2025 Periodic transaction report 2 trades View original
- Jun 18, 2025 Periodic transaction report 19 trades View original
- Jun 4, 2025 Periodic transaction report 1 trade View original
- May 13, 2025 Periodic transaction report 11 trades View original
- May 5, 2025 Periodic transaction report 1 trade View original
- Apr 11, 2025 Periodic transaction report 18 trades View original
- Apr 4, 2025 Periodic transaction report 4 trades View original
- Mar 11, 2025 Periodic transaction report 1 trade View original
- Mar 10, 2025 Periodic transaction report 2 trades View original
- Feb 2, 2025 Periodic transaction report 5 trades View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.