Kelly Morrison Stock Trades

Kelly Morrison Stock Trading Disclosures

Representative Kelly Morrison, the Minnesota Democrat serving Minnesota's 3rd District, has disclosed 120 securities transactions since taking office, running from January 6, 2025 through June 29, 2026. Sales outnumber purchases, 66 to 49, with five additional transactions logged as exchanges or other activity. The latest transaction on record was an exchange in Honeywell Aerospace Inc. common stock (HONAV) dated June 29, 2026 and disclosed July 30, 2026. It was not attributed to Morrison personally; the filing lists it under her spouse's account.

The year-over-year data shows a shift worth noting. In 2025, Morrison's disclosures skewed heavily toward selling: 89 transactions, with 54 sales against 31 purchases. In the partial year of 2026 covered by the disclosures, the mix flips: 31 transactions, with 18 purchases against 12 sales. Whether that reflects a change in strategy, cash needs, or simply the timing of underlying account activity is not something the disclosure data speaks to. But the balance between buying and selling has clearly moved.

Recurring Andersen Group Sales, and a Pivot Toward Other Investment Instruments

The single most frequently disclosed name in Morrison's filings is Andersen Group Inc. (ANDG), appearing in nine separate transactions, every one of them a full or partial sale. The disclosed sales run from June 15, 2025 through June 19, 2026, with attribution split between Morrison herself and a joint account. One filing alone reports five separate partial sales of the stock. Andersen Group provides tax, valuation, and financial advisory services to family offices, businesses, and institutional clients, and operates as a subsidiary of Andersen Aggregator LLC. The repeated disclosures show sales occurring in stages across transaction dates spanning more than twelve months.

A second recurring name is Ashtead Group, disclosed under two different ADR tickers across eight transactions between April 2025 and December 2025: four partial sales under ASHTY and four exchanges under ASHGY, all attributed to Morrison herself.

Beyond these two names, a large share of Morrison's 2026 purchase activity involves securities the disclosure data marks as "Other Investment" instruments: no ticker, no company description, no sector assigned. These include names such as Saronic Technologies, Hermeus Corp, Varda Space Industries, Aalo Atomics, Star Catcher Industries, Rhoda AI, CogniChip, and Sygaldry Technologies, all in the $15,001 to $50,000 disclosure band. Because the packet supplies no sector classification for these entries, none can be assigned here. Their volume explains why "Unknown" is the single largest sector category across all of Morrison's disclosed activity, accounting for 53 of the 120 transactions, ahead of Industrials (18), Information Technology (16), and Health Care (11).

A cluster of nine transactions across April, May, and June 2026 is attributed jointly rather than to Morrison alone. That cluster includes a purchase of Star Catcher Industries on April 6, 2026, followed by a sale of the same name on May 4, 2026, both under joint attribution, alongside joint purchases in Pelvital USA, Artistry in Motion, and Cavall, and joint sales of StarCloud, Saronic Technologies, and Hermeus Corp on the same May 4 date. The June 19, 2026 Andersen Group sale is also jointly attributed. Only one transaction in the full disclosure record, the June 2026 Honeywell Aerospace exchange, is attributed to a spouse alone.

Two Broad, Single-Day Sale Events in Publicly Traded Names

Outside of Andersen Group and the Other Investment activity, Morrison's disclosed activity in publicly traded stock is concentrated in two single-day events. On June 4, 2025 (disclosed June 18, 2025), she sold shares of United Parcel Service, ResMed, WEX, Zebra Technologies, Houlihan Lokey, and Nike, all in the same filing. On August 19, 2025 (disclosed September 11, 2025), a second broad sale touched Verizon Communications, Johnson & Johnson, Thermo Fisher Scientific (four separate lots), and Accenture (five separate lots), spanning telecommunications, pharmaceuticals, life sciences tools, and IT services in a single disclosure.

The two names that stand apart from this selling pattern are Meta Platforms and Broadcom, both disclosed exclusively as purchases: five transactions in Meta and four in Broadcom. For both names, the most recent transaction date in the frequency summary is April 11, 2025. Meta operates Facebook, Instagram, WhatsApp, and its Reality Labs hardware business; Broadcom designs semiconductors and infrastructure software used across networking, cloud, and cybersecurity markets. Other frequently disclosed names include Arthur J. Gallagher, an insurance brokerage; Diageo, the spirits company; Target; and CACI International, a government IT and defense services contractor. Financials account for four of Morrison's disclosed transactions, Consumer Staples for eight, and Communication Services for six.

As of August 21, 2026, Morrison has a Quantellect Score of 43, placing her in the "mixed" tier and ranking her 44th in the 76-member scored cohort. Her disclosure volume is notable in context: in the population snapshot measured August 22, 2026, 276 of the 537 sitting members of Congress have no disclosed trades, including 237 of 437 House members. Morrison's 120 disclosed transactions place her well outside that majority.

Disclaimer

This profile is built entirely from data disclosed under the Stop Trading on Congressional Knowledge (STOCK) Act of 2012, which requires members of Congress to periodically report securities transactions above set dollar thresholds in broad amount ranges rather than exact figures. Disclosures may reflect transactions made by the member, a spouse, a dependent child, or a jointly held account, as indicated in each filing; attribution in this profile follows the label supplied in the official record. Filing dates can lag transaction dates; the applicable timing rules are described in the House Committee on Ethics disclosure guide. This page does not report current holdings, and it does not describe or imply how any security has performed since a disclosed transaction. Nothing here should be read as investment advice or as a suggestion that any transaction was based on nonpublic information.