Mike Kelly Stock Trades

Mike Kelly Trading Activity | Quantellect Mike Kelly Trading Activity

Mike Kelly's household disclosures run heavy on municipal and revenue bonds, and that fixed-income tilt shows up again in the most recent filings covering trades through July 17, 2026. Of four transactions in that batch, three were equities and one was a California Community Choice Financing bond purchase. Across the supplied transaction record, general-obligation and revenue securities tied to California, Florida, Texas, and other states recur alongside periodic blocks of stock trades concentrated in a handful of years. The database shows 1,076 disclosed transactions dating back to April 14, 2012, and 944 of them carry the Spouse attribution code. Only 68 are coded Self, 47 Joint, 13 Dependent Child, and 4 Unknown. This is a household disclosure pattern driven overwhelmingly by a spouse's account activity, not a personal trading habit of the member himself.

The most recent filings reflect that same structure. A PepsiCo sale, a Disney sale, an Abbott Laboratories sale, and a purchase of a California Community Choice Financing bond, all dated July 17, 2026 and disclosed August 12, 2026, are each coded Spouse. The same attribution pattern extends across much of the historical record. Together, these four rows add three equity sales and one bond purchase to a disclosure history in which the great majority of transactions are attributed to the spouse rather than Self.

An activity pattern that has cooled sharply since 2015

The transaction count by year tells a clear story of decline. Activity peaked at 255 transactions in 2015 and stayed elevated through 2016 to 2019, with annual counts of 146, 85, 154, and 140 respectively. Beginning in 2020, the pace dropped off a cliff: just 2 transactions that year, 11 in 2021, 2 in 2022, 7 in 2023, 30 in 2024, 18 in 2025, and 17 so far in 2026. The mid-2010s record contains a mix of stock sales and purchases across industrials, technology, and health-care names; since 2020, the much lower cadence has frequently included general-obligation and revenue securities, with equity and fund transactions still appearing in some filing batches.

The relationship between sales and purchases has also shifted by year. Across the full history, sales outnumber purchases 615 to 461. Some years from 2015 through 2019 were closely balanced: 2015 recorded 130 purchases and 125 sales, while 2018 recorded 79 purchases and 75 sales. By contrast, 2019 logged 109 sales against 31 purchases. More recent years again show a tilt toward sales: 2024 recorded 23 sales against 7 purchases, 2025 recorded 12 against 6, and 2026 has recorded 10 against 7. Taken together, those figures show the disclosed transaction mix leaning more heavily toward sales in several recent years, while bond purchases and sales continued to appear on the record.

Trading activity by security and sector

Among the most frequently disclosed securities, STK ranks first with 23 transactions, though the database does not identify a company name or sector for it. Behind that, Cintas Corporation and Microsoft Corporation each appear in 10 disclosed transactions, followed by Cisco Systems (9), CSX Corporation (8), and Apple (7). Other frequently disclosed names include Cigna, PPG Industries, Applied Materials, Cummins, Northrop Grumman, Pfizer, and Snap-On, each with 5 to 7 disclosed transactions. Nearly all of the latest transaction dates for these names cluster between 2015 and 2019, reinforcing that activity in these frequently disclosed securities was concentrated in that earlier period rather than continuing at the same cadence.

By sector, transactions with an identified classification are led by Industrials (106), Health Care (67), Information Technology (64), Consumer Staples (55), and Financials (50), with smaller counts in Consumer Discretionary, Materials, Energy, Communication Services, Real Estate, and Utilities. Notably, 619 of the 1,076 total transactions, the largest single group by far, fall under an Unknown sector classification. The supplied transaction rows include many general-obligation and revenue securities without a corporate-sector value, contributing to that Unknown category alongside any other unclassified rows.

The company names appearing across the equity trades span a recognizable set of established businesses. Cintas and CSX are classified as Industrials, while Microsoft, Cisco, and Apple are classified as Information Technology. PepsiCo and Procter & Gamble fall under Consumer Staples. Bristol-Myers Squibb, Pfizer, Abbott, and UnitedHealth are classified as Health Care. In the latest disclosure batch, the PepsiCo sale is classified as Consumer Staples, the Disney sale as Communication Services, and the Abbott sale as Health Care. Those July 2026 rows extend the cross-sector mix visible in the earlier stock disclosures.

A smaller number of transactions involve mutual funds and ETFs. A Harding Loevner Institutional Emerging Markets fund sale was dated June 18, 2025 and disclosed July 9, 2025. Separately, a June 14, 2024 filing reported sales of a Vanguard International Value Fund and a T. Rowe Price Mid-Cap Value fund dated April 12, plus a partial sale of a Vanguard Mid Cap ETF dated April 11. That filing also included individual stock sales involving Meta Platforms, Verizon, AT&T, U.S. Bancorp, and Edwards Lifesciences on April 11 and 12, as well as a March 28 Cleveland-Cliffs purchase. The filing groups a diversified set of equity and fund transactions within the recent record.

One December 2022 sale coded Self, and a December 2021 purchase also coded Self, are among the 68 entries attributed directly to the member rather than the spouse. The bulk of the record, however, both in the historical high-volume years and in the current lower-frequency period, remains a spousal account disclosure. General-obligation and revenue securities recur throughout the recent transaction list alongside periodic large-company equity activity.

Disclosure and methodology notes

This profile is built from data disclosed under the Stop Trading on Congressional Knowledge Act of 2012, which requires members of Congress to report covered securities transactions involving themselves, their spouses, and dependent children above applicable thresholds. Amounts are reported in ranges rather than exact figures, and transaction dates are distinct from the dates on which transactions are publicly disclosed. Attribution codes (Self, Spouse, Joint, Dependent Child) reflect who the disclosure identifies as the transacting party; where the code is Unknown, no attribution should be inferred. For filing mechanics and reporting requirements, see the House Committee on Ethics financial disclosure instruction guide. Readers should treat the securities discussed here as disclosures filed under Mike Kelly's name, not as a personal stock-picking record. This page reflects transaction-level disclosures only; no current holdings data is available for this profile.