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Kelly Morrison

Rep. (D-MN-3)

Also filed as Kelly Louise Morrison

Disclosed trades
37
Purchases
8
Sales
26
Stocks traded
22
Likely still held
2
Latest trade
Jun 29, 2026
Latest filing
Jul 31, 2026

Stocks traded

22 tickers, with the latest disclosed action
METAMeta Platforms, Inc.BoughtApr 11, 2025AVGOBroadcom Inc.BoughtApr 11, 2025TGTTarget CorporationSoldMar 21, 2025ACNAccenture plcSoldAug 19, 2025AJGArthur J. Gallagher & Co.SoldMar 8, 2026ASHGYASHGYExchangedDec 10, 2025ASHTYASHTYSoldApr 10, 2025RMDResMed Inc.SoldJun 4, 2025TMOThermo Fisher Scientific Inc.SoldAug 19, 2025UPSUnited Parcel Service, Inc.SoldJun 4, 2025ZBRAZebra Technologies CorporationSoldJun 4, 2025CACICACI International IncSoldMar 20, 2025DEODEOSoldMar 20, 2025DHID.R. Horton, Inc.SoldMar 20, 2025HLIHoulihan Lokey, Inc.SoldJun 4, 2025HONAHoneywell Aerospace IncExchangedJun 29, 2026JNJJohnson & JohnsonSoldAug 19, 2025MICCMICCSoldMar 8, 2026MRKMerck & Co., Inc.SoldMar 20, 2025NKENIKE, Inc.SoldJun 4, 2025VZVerizon Communications Inc.SoldAug 19, 2025WEXWEX Inc.SoldJun 4, 2025

Likely current holdings

2 positions

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

AVGOFirst bought Mar 21, 2025Last bought Apr 11, 20253 filingsMETAFirst bought Mar 24, 2025Last bought Apr 11, 20254 filings

Reported holdings

397 assets listed

As reported in their 2024 annual disclosure, as amended, filed Jul 20, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

TGTTarget CorporationBrokerage Account 1$100,001 - $250,000TGTTarget CorporationBrokerage Account 1$100,001 - $250,000TGTTarget CorporationRetirement Account 1$50,001 - $100,000IVViShares Core S&P 500 ETFRetirement Account 3$50,001 - $100,000IJRiShares Core S&P Small-Cap ETFRetirement Account 3$1,001 - $15,000IVEiShares S&P 500 Value ETFRetirement Account 3$1,001 - $15,000XLEState Street Energy Select Sector SPDR ETFRetirement Account 3$1,001 - $15,000VWOVanguard FTSE Emerging Markets ETFRetirement Account 3$1,001 - $15,000VXUSVanguard Total International Stock ETFRetirement Account 3$1,001 - $15,000ACNAccenture plcTrust 1$15,001 - $50,000AMZNAmazon.com, Inc.Trust 1$15,001 - $50,000APHAmphenol CorporationTrust 1$15,001 - $50,000AAPLApple Inc.Trust 1$15,001 - $50,000AJGArthur J. Gallagher & Co.Trust 1$15,001 - $50,000BHPBHP Group LimitedTrust 1$15,001 - $50,000BLKBlackRock, Inc.Trust 1$15,001 - $50,000CACICACI International IncTrust 1$1,001 - $15,000CORCencora, Inc.Trust 1$15,001 - $50,000DHID.R. Horton, Inc.Trust 1$15,001 - $50,000EHCEncompass Health CorporationTrust 1$1,001 - $15,000GNTXGentex CorporationTrust 1$1,001 - $15,000HLIHoulihan Lokey, Inc.Trust 1$1,001 - $15,000ITWIllinois Tool Works Inc.Trust 1$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFTrust 1$100,001 - $250,000
Show 205 more listed stocks and funds
IVViShares Core S&P 500 ETFTrust 1$250,001 - $500,000IVEiShares S&P 500 Value ETFTrust 1$100,001 - $250,000JNJJohnson & JohnsonTrust 1$15,001 - $50,000JPMJPMorgan Chase & Co.Trust 1$15,001 - $50,000MAMastercard IncorporatedTrust 1$15,001 - $50,000MSFTMicrosoft CorporationTrust 1$100,001 - $250,000PRIPrimerica, Inc.Trust 1$1,001 - $15,000ROKRockwell Automation, Inc.Trust 1$1,001 - $15,000SPGIS&P Global Inc.Trust 1$15,001 - $50,000XLEState Street Energy Select Sector SPDR ETFTrust 1$15,001 - $50,000TMOThermo Fisher Scientific Inc.Trust 1$15,001 - $50,000UPSUnited Parcel Service, Inc.Trust 1$1,001 - $15,000FLTRVanEck IG Floating Rate ETFTrust 1$50,001 - $100,000VWOVanguard FTSE Emerging Markets ETFTrust 1$15,001 - $50,000VGSHVanguard Short-Term Treasury ETFTrust 1$1,001 - $15,000WFCWells Fargo & CompanyTrust 1$15,001 - $50,000WEXWEX Inc.Trust 1$1,001 - $15,000ZBRAZebra Technologies CorporationTrust 1$15,001 - $50,000ABBVAbbVie Inc.Trust 2$50,001 - $100,000ACNAccenture plcTrust 2$15,001 - $50,000AMZNAmazon.com, Inc.Trust 2$15,001 - $50,000APHAmphenol CorporationTrust 2$50,001 - $100,000AAPLApple Inc.Trust 2$50,001 - $100,000AJGArthur J. Gallagher & Co.Trust 2$15,001 - $50,000BHPBHP Group LimitedTrust 2$15,001 - $50,000BLKBlackRock, Inc.Trust 2$15,001 - $50,000CACICACI International IncTrust 2$1,001 - $15,000CORCencora, Inc.Trust 2$15,001 - $50,000COSTCostco Wholesale CorporationTrust 2$50,001 - $100,000DHID.R. Horton, Inc.Trust 2$15,001 - $50,000EHCEncompass Health CorporationTrust 2$1,001 - $15,000GNTXGentex CorporationTrust 2$1,001 - $15,000HONHoneywell International Inc.Trust 2$50,001 - $100,000HLIHoulihan Lokey, Inc.Trust 2$1,001 - $15,000ITWIllinois Tool Works Inc.Trust 2$1,001 - $15,000IBMInternational Business Machines CorporationTrust 2$15,001 - $50,000IEFAiShares Core MSCI EAFE ETFTrust 2$100,001 - $250,000IEMGiShares Core MSCI Emerging Markets ETFTrust 2$15,001 - $50,000IVViShares Core S&P 500 ETFTrust 2$250,001 - $500,000EFAiShares MSCI EAFE ETFTrust 2$15,001 - $50,000IVEiShares S&P 500 Value ETFTrust 2$100,001 - $250,000JNJJohnson & JohnsonTrust 2$50,001 - $100,000JPMJPMorgan Chase & Co.Trust 2$15,001 - $50,000LOWLowe's Companies, Inc.Trust 2$15,001 - $50,000MAMastercard IncorporatedTrust 2$50,001 - $100,000MRKMerck & Co., Inc.Trust 2$15,001 - $50,000MSFTMicrosoft CorporationTrust 2$250,001 - $500,000PRIPrimerica, Inc.Trust 2$1,001 - $15,000ROKRockwell Automation, Inc.Trust 2$1,001 - $15,000SPGIS&P Global Inc.Trust 2$50,001 - $100,000XLEState Street Energy Select Sector SPDR ETFTrust 2$15,001 - $50,000TMOThermo Fisher Scientific Inc.Trust 2$50,001 - $100,000UPSUnited Parcel Service, Inc.Trust 2$1,001 - $15,000FLTRVanEck IG Floating Rate ETFTrust 2$50,001 - $100,000VIGVanguard Dividend Appreciation ETFTrust 2$50,001 - $100,000VEAVanguard FTSE Developed Markets ETFTrust 2$50,001 - $100,000VWOVanguard FTSE Emerging Markets ETFTrust 2$15,001 - $50,000VYMVanguard High Dividend Yield ETFTrust 2$50,001 - $100,000VVVanguard Morningstar Large-Cap ETFTrust 2$250,001 - $500,000VGSHVanguard Short-Term Treasury ETFTrust 2$1,001 - $15,000VBVanguard Morningstar Small-Cap ETFTrust 2$50,001 - $100,000VZVerizon Communications Inc.Trust 2$1,001 - $15,000WFCWells Fargo & CompanyTrust 2$15,001 - $50,000WEXWEX Inc.Trust 2$1,001 - $15,000ZBRAZebra Technologies CorporationTrust 2$15,001 - $50,000ABTAbbott LaboratoriesTrust 3$1,001 - $15,000ACNAccenture plcTrust 3$15,001 - $50,000AMZNAmazon.com, Inc.Trust 3$1,001 - $15,000APHAmphenol CorporationTrust 3$15,001 - $50,000AAPLApple Inc.Trust 3$15,001 - $50,000AJGArthur J. Gallagher & Co.Trust 3$1,001 - $15,000BHPBHP Group LimitedTrust 3$15,001 - $50,000BLKBlackRock, Inc.Trust 3$15,001 - $50,000CORCencora, Inc.Trust 3$1,001 - $15,000DHID.R. Horton, Inc.Trust 3$15,001 - $50,000EHCEncompass Health CorporationTrust 3$1,001 - $15,000GNTXGentex CorporationTrust 3$1,001 - $15,000GGGGraco Inc.Trust 3$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFTrust 3$100,001 - $250,000IEMGiShares Core MSCI Emerging Markets ETFTrust 3$15,001 - $50,000IVViShares Core S&P 500 ETFTrust 3$250,001 - $500,000IWRiShares Russell Mid-Cap ETFTrust 3$15,001 - $50,000IVEiShares S&P 500 Value ETFTrust 3$100,001 - $250,000JNJJohnson & JohnsonTrust 3$1,001 - $15,000MAMastercard IncorporatedTrust 3$15,001 - $50,000MSFTMicrosoft CorporationTrust 3$15,001 - $50,000NKENIKE, Inc.Trust 3$1,001 - $15,000PEPPepsiCo, Inc.Trust 3$1,001 - $15,000PGThe Procter & Gamble CompanyTrust 3$15,001 - $50,000ROKRockwell Automation, Inc.Trust 3$1,001 - $15,000SPGIS&P Global Inc.Trust 3$15,001 - $50,000XLEState Street Energy Select Sector SPDR ETFTrust 3$15,001 - $50,000TMOThermo Fisher Scientific Inc.Trust 3$15,001 - $50,000VVVValvoline Inc.Trust 3$1,001 - $15,000FLTRVanEck IG Floating Rate ETFTrust 3$50,001 - $100,000VOOVanguard S&P 500 ETFTrust 3$250,001 - $500,000WEXWEX Inc.Trust 3$1,001 - $15,000ZBRAZebra Technologies CorporationTrust 3$1,001 - $15,000ABTAbbott LaboratoriesTrust 4$1,001 - $15,000ACNAccenture plcTrust 4$15,001 - $50,000AMZNAmazon.com, Inc.Trust 4$1,001 - $15,000APHAmphenol CorporationTrust 4$15,001 - $50,000AAPLApple Inc.Trust 4$15,001 - $50,000AJGArthur J. Gallagher & Co.Trust 4$1,001 - $15,000BHPBHP Group LimitedTrust 4$15,001 - $50,000BLKBlackRock, Inc.Trust 4$15,001 - $50,000CORCencora, Inc.Trust 4$1,001 - $15,000DHID.R. Horton, Inc.Trust 4$15,001 - $50,000EHCEncompass Health CorporationTrust 4$1,001 - $15,000GNTXGentex CorporationTrust 4$1,001 - $15,000GGGGraco Inc.Trust 4$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFTrust 4$100,001 - $250,000IEMGiShares Core MSCI Emerging Markets ETFTrust 4$15,001 - $50,000IVViShares Core S&P 500 ETFTrust 4$250,001 - $500,000IWRiShares Russell Mid-Cap ETFTrust 4$15,001 - $50,000IVEiShares S&P 500 Value ETFTrust 4$100,001 - $250,000JNJJohnson & JohnsonTrust 4$1,001 - $15,000MAMastercard IncorporatedTrust 4$15,001 - $50,000MSFTMicrosoft CorporationTrust 4$15,001 - $50,000NKENIKE, Inc.Trust 4$1,001 - $15,000PEPPepsiCo, Inc.Trust 4$1,001 - $15,000PGThe Procter & Gamble CompanyTrust 4$15,001 - $50,000ROKRockwell Automation, Inc.Trust 4$1,001 - $15,000SPGIS&P Global Inc.Trust 4$15,001 - $50,000XLEState Street Energy Select Sector SPDR ETFTrust 4$15,001 - $50,000TMOThermo Fisher Scientific Inc.Trust 4$15,001 - $50,000VVVValvoline Inc.Trust 4$1,001 - $15,000FLTRVanEck IG Floating Rate ETFTrust 4$50,001 - $100,000VOOVanguard S&P 500 ETFTrust 4$250,001 - $500,000WEXWEX Inc.Trust 4$1,001 - $15,000ZBRAZebra Technologies CorporationTrust 4$1,001 - $15,000ACNAccenture plcTrust 5$15,001 - $50,000AMZNAmazon.com, Inc.Trust 5$15,001 - $50,000APHAmphenol CorporationTrust 5$15,001 - $50,000AJGArthur J. Gallagher & Co.Trust 5$1,001 - $15,000BHPBHP Group LimitedTrust 5$15,001 - $50,000BLKBlackRock, Inc.Trust 5$15,001 - $50,000CACICACI International IncTrust 5$1,001 - $15,000CORCencora, Inc.Trust 5$1,001 - $15,000DHID.R. Horton, Inc.Trust 5$15,001 - $50,000EHCEncompass Health CorporationTrust 5$1,001 - $15,000GNTXGentex CorporationTrust 5$1,001 - $15,000GSThe Goldman Sachs Group, Inc.Trust 5$1,001 - $15,000HLIHoulihan Lokey, Inc.Trust 5$1,001 - $15,000ITWIllinois Tool Works Inc.Trust 5$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFTrust 5$50,001 - $100,000IEMGiShares Core MSCI Emerging Markets ETFTrust 5$15,001 - $50,000IVViShares Core S&P 500 ETFTrust 5$50,001 - $100,000MUBiShares National Muni Bond ETFTrust 5$15,001 - $50,000IVEiShares S&P 500 Value ETFTrust 5$15,001 - $50,000JNJJohnson & JohnsonTrust 5$1,001 - $15,000JPMJPMorgan Chase & Co.Trust 5$1,001 - $15,000MAMastercard IncorporatedTrust 5$15,001 - $50,000MSFTMicrosoft CorporationTrust 5$15,001 - $50,000PRIPrimerica, Inc.Trust 5$1,001 - $15,000ROKRockwell Automation, Inc.Trust 5$1,001 - $15,000SPGIS&P Global Inc.Trust 5$15,001 - $50,000XLEState Street Energy Select Sector SPDR ETFTrust 5$15,001 - $50,000TMOThermo Fisher Scientific Inc.Trust 5$15,001 - $50,000UPSUnited Parcel Service, Inc.Trust 5$1,001 - $15,000FLTRVanEck IG Floating Rate ETFTrust 5$1,001 - $15,000VOOVanguard S&P 500 ETFTrust 5$50,001 - $100,000WMTWalmart Inc.Trust 5$1,001 - $15,000WEXWEX Inc.Trust 5$1,001 - $15,000ZBRAZebra Technologies CorporationTrust 5$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFTrust 6$15,001 - $50,000IEMGiShares Core MSCI Emerging Markets ETFTrust 6$1,001 - $15,000IVViShares Core S&P 500 ETFTrust 6$50,001 - $100,000IVEiShares S&P 500 Value ETFTrust 6$15,001 - $50,000IJSiShares S&P Small-Cap 600 Value ETFTrust 6$1,001 - $15,000DVYiShares Select Dividend ETFTrust 6$15,001 - $50,000MDYState Street SPDR S&P MIDCAP 400 ETF TrustTrust 6$15,001 - $50,000SPYState Street SPDR S&P 500 ETFTrust 6$50,001 - $100,000XLEState Street Energy Select Sector SPDR ETFTrust 6$1,001 - $15,000ABBVAbbVie Inc.Trust 7$1,001 - $15,000ACNAccenture plcTrust 7$1,001 - $15,000GOOGLAlphabet Inc.Trust 7$1,001 - $15,000AMZNAmazon.com, Inc.Trust 7$15,001 - $50,000AAPLApple Inc.Trust 7$50,001 - $100,000BACBank of America CorporationTrust 7$15,001 - $50,000CMGChipotle Mexican Grill, Inc.Trust 7$15,001 - $50,000CMCSAComcast CorporationTrust 7$1 - $1,000COSTCostco Wholesale CorporationTrust 7$15,001 - $50,000DHRDanaher CorporationTrust 7$1,001 - $15,000ETNEaton Corporation plcTrust 7$15,001 - $50,000HDThe Home Depot, Inc.Trust 7$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFTrust 7$50,001 - $100,000EEMiShares MSCI Emerging Markets ETFTrust 7$15,001 - $50,000IWMiShares Russell 2000 ETFTrust 7$15,001 - $50,000IWRiShares Russell Mid-Cap ETFTrust 7$15,001 - $50,000JNJJohnson & JohnsonTrust 7$1,001 - $15,000JPMJPMorgan Chase & Co.Trust 7$15,001 - $50,000JEPIJPMorgan Equity Premium Income ETFTrust 7$15,001 - $50,000MAMastercard IncorporatedTrust 7$15,001 - $50,000MRKMerck & Co., Inc.Trust 7$1,001 - $15,000MSFTMicrosoft CorporationTrust 7$50,001 - $100,000PGThe Procter & Gamble CompanyTrust 7$1,001 - $15,000RTXRTX CorporationTrust 7$1,001 - $15,000SCHRSchwab Intermediate-Term U.S. Treasury ETFTrust 7$15,001 - $50,000TMOThermo Fisher Scientific Inc.Trust 7$15,001 - $50,000VOVanguard Morningstar Mid-Cap ETFTrust 7$15,001 - $50,000VNQVanguard Real Estate ETFTrust 7$1,001 - $15,000VOOVanguard S&P 500 ETFTrust 7$250,001 - $500,000VCSHVanguard Short-Term Corporate Bond ETFTrust 7$50,001 - $100,000VLTOVeralto CorporationTrust 7$1,001 - $15,000

Other reported assets (168)

  • Bank Account 1Joint$1,001 - $15,000
  • Bank Account 2Joint$100,001 - $250,000
  • Bank Account 3Dependent child$1,001 - $15,000
  • Bank Account 4Dependent child$1,001 - $15,000
  • Personal Pension AccountSpouse$100,001 - $250,000
  • Rental Property 1Joint$500,001 - $1,000,000
  • Rental Property 2$1,001 - $15,000
  • Brokerage Account 1 ⇒ Fidelity Treasury Money Market Fund (FZFXX)$1,000,001 - $5,000,000
  • Brokerage Account 1 ⇒ Target RSU$250,001 - $500,000
  • College Savings Iowa 529 Plan ⇒ Iowa College Savings 529 Growth Portfolio$15,001 - $50,000
  • Deferred Compensation Program ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX)$1,000,001 - $5,000,000
  • Investment Fund 1 ⇒ Aero Engineering Holdings LLC$50,001 - $100,000
Show 156 more
  • Investment Fund 1 ⇒ Andersen Corporation$1,000,001 - $5,000,000
  • Investment Fund 1 ⇒ AVA Holding Company, LLC$100,001 - $250,000
  • Investment Fund 1 ⇒ Blackburn IM Ruttgers Holdco LLC$50,001 - $100,000
  • Investment Fund 1 ⇒ Callanish Capital LP$15,001 - $50,000
  • Investment Fund 1 ⇒ Callanish Capital Partners LP Management Company$15,001 - $50,000
  • Investment Fund 1 ⇒ Camano$1,001 - $15,000
  • Investment Fund 1 ⇒ CC E-Cloth Investors M, LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ CC Omnia Investors LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ CC Turtle Fur Investors LLC$250,001 - $500,000
  • Investment Fund 1 ⇒ Cloverfields Core Alpha$50,001 - $100,000
  • Investment Fund 1 ⇒ Cloverfields Core Alpha International$50,001 - $100,000
  • Investment Fund 1 ⇒ CPS Partners Fund LP$250,001 - $500,000
  • Investment Fund 1 ⇒ Darlington Partners LP$250,001 - $500,000
  • Investment Fund 1 ⇒ Eads Bridge Holding Company, Inc$15,001 - $50,000
  • Investment Fund 1 ⇒ Electra Beverages LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ Electric Hydrogen$50,001 - $100,000
  • Investment Fund 1 ⇒ EMKO Industrial Fund I LP$250,001 - $500,000
  • Investment Fund 1 ⇒ Faribault Mill$15,001 - $50,000
  • Investment Fund 1 ⇒ Goldner Hawn Fund VII, LLP$500,001 - $1,000,000
  • Investment Fund 1 ⇒ Goldner Hawn Fund VIII, LP$50,001 - $100,000
  • Investment Fund 1 ⇒ Highmount Companies LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ Hunter Search Capital Fund I, LLC$250,001 - $500,000
  • Investment Fund 1 ⇒ Hunter Search Capital Fund II, LLC$100,001 - $250,000
  • Investment Fund 1 ⇒ Hunter Street Fund I, LP$250,001 - $500,000
  • Investment Fund 1 ⇒ Hunter Street Fund II, LP$100,001 - $250,000
  • Investment Fund 1 ⇒ Hunter Street RTL LP$250,001 - $500,000
  • Investment Fund 1 ⇒ Intek Plastics LLC$50,001 - $100,000
  • Investment Fund 1 ⇒ Ioio.tv, LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ iPondr, SBCNone
  • Investment Fund 1 ⇒ ISEE$50,001 - $100,000
  • Investment Fund 1 ⇒ KR Investment Partners II, LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ Kwikbit Inc$15,001 - $50,000
  • Investment Fund 1 ⇒ Lazurite Holdings LLC$50,001 - $100,000
  • Investment Fund 1 ⇒ MGT Partners, LLC$50,001 - $100,000
  • Investment Fund 1 ⇒ MM Fox LP$100,001 - $250,000
  • Investment Fund 1 ⇒ Mobile Pro Investors LLC$100,001 - $250,000
  • Investment Fund 1 ⇒ Morari, Inc.$15,001 - $50,000
  • Investment Fund 1 ⇒ New Legacy Opportunity Fund, LP$500,001 - $1,000,000
  • Investment Fund 1 ⇒ Odyssey Resorts LLC$250,001 - $500,000
  • Investment Fund 1 ⇒ Pathfinder 360 Capital Pool I, LLC$100,001 - $250,000
  • Investment Fund 1 ⇒ Pathfinder 360 Co-Invest Fund I, LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ Pathfinder 360 v.2$15,001 - $50,000
  • Investment Fund 1 ⇒ Pelvital USA, Inc$50,001 - $100,000
  • Investment Fund 1 ⇒ Rise & Puff Inc$15,001 - $50,000
  • Investment Fund 1 ⇒ RMP EvidenceCare LLC$15,001 - $50,000
  • Investment Fund 1 ⇒ Royal House Partners$15,001 - $50,000
  • Investment Fund 1 ⇒ Smart Asset Management, LLC$100,001 - $250,000
  • Investment Fund 1 ⇒ SMX Industrial Solutions$15,001 - $50,000
  • Investment Fund 1 ⇒ Soltec Health$15,001 - $50,000
  • Investment Fund 1 ⇒ Taskray$100,001 - $250,000
  • Investment Fund 1 ⇒ The Dog Pound LLC$100,001 - $250,000
  • Investment Fund 1 ⇒ Trailhead Fund LP$15,001 - $50,000
  • Investment Fund 1 ⇒ Trigon Pacific Terminals$100,001 - $250,000
  • Investment Fund 1 ⇒ TryCycle Data Systems Inc$15,001 - $50,000
  • Investment Fund 1 ⇒ TTCP Fund III, LP$100,001 - $250,000
  • Investment Fund 1 ⇒ Tyro Absolute Return Fund LP$50,001 - $100,000
  • Investment Fund 1 ⇒ Vertica Capital Partners I, LP$100,001 - $250,000
  • Investment Fund 1 ⇒ Voyager Dental, Inc.$15,001 - $50,000
  • Retirement Account 1 ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX)$1,000,001 - $5,000,000
  • Retirement Account 1 ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)$100,001 - $250,000
  • Retirement Account 2 ⇒ Vanguard 500 Index Fund Institutional Select Shares (VFFSX)$50,001 - $100,000
  • Retirement Account 2 ⇒ Vanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX)$250,001 - $500,000
  • Retirement Account 2 ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)$1,001 - $15,000
  • Retirement Account 3 ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX)$1,001 - $15,000
  • Retirement Account 3 ⇒ Tortoise Energy Infrastructure Total Return Fund - Institutional Class (TORIX)$1,001 - $15,000
  • Retirement Account 4 ⇒ Allspring Premier Large Company Growth Fund Insti Class (EKJYX)$250,001 - $500,000
  • Retirement Account 4 ⇒ BlackRock Eq Dividend I (MADVX)$50,001 - $100,000
  • Retirement Account 4 ⇒ Carillon ClariVest International Stock Fund Class I (EISIX)$100,001 - $250,000
  • Retirement Account 4 ⇒ Columbia Acorn International Class I (ACINX)$15,001 - $50,000
  • Retirement Account 4 ⇒ Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX)$50,001 - $100,000
  • Retirement Account 4 ⇒ Invesco Discovery Fund Class A (OPOCX)$100,001 - $250,000
  • Retirement Account 4 ⇒ Principal Fds, Inc. Core Plus Bond Fund, Institutional (PMSIX)$100,001 - $250,000
  • Retirement Account 4 ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)$100,001 - $250,000
  • Retirement Account 4 ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)$50,001 - $100,000
  • Retirement Account 4 ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX)$100,001 - $250,000
  • Retirement Account 5 ⇒ State Street Target Retirement 2035 Fund Class I (SSCJX)$15,001 - $50,000
  • Trust 1 ⇒ Allspring Government Money Market Fund - Select (WFFXX)$50,001 - $100,000
  • Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$50,001 - $100,000
  • Trust 1 ⇒ ANOKA MN SER A DTD 06/08/23$50,001 - $100,000
  • Trust 1 ⇒ Ashtead Group Plc Unsponsored ADR (ASHTY)$15,001 - $50,000
  • Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)$15,001 - $50,000
  • Trust 1 ⇒ Diageo plc Common Stock (DEO)$1,001 - $15,000
  • Trust 1 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX)$15,001 - $50,000
  • Trust 1 ⇒ ResMed Inc. Common Stock (RMD)$1,001 - $15,000
  • Trust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)$50,001 - $100,000
  • Trust 1 ⇒ Unilever PLC Common Stock (UL)$15,001 - $50,000
  • Trust 1 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)$15,001 - $50,000
  • Trust 1 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX)$15,001 - $50,000
  • Trust 2 ⇒ Allspring Government Money Market Fund - Select (WFFXX)$100,001 - $250,000
  • Trust 2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$50,001 - $100,000
  • Trust 2 ⇒ ANOKA MN SER A DTD 06/08/23$50,001 - $100,000
  • Trust 2 ⇒ Ashtead Group Plc Unsponsored ADR (ASHTY)$50,001 - $100,000
  • Trust 2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)$50,001 - $100,000
  • Trust 2 ⇒ CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15$50,001 - $100,000
  • Trust 2 ⇒ DAYTON MN SER A DTD 06/15/23$50,001 - $100,000
  • Trust 2 ⇒ Diageo plc Common Stock (DEO)$1,001 - $15,000
  • Trust 2 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX)$50,001 - $100,000
  • Trust 2 ⇒ MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16$50,001 - $100,000
  • Trust 2 ⇒ ResMed Inc. Common Stock (RMD)$1,001 - $15,000
  • Trust 2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)$50,001 - $100,000
  • Trust 2 ⇒ Unilever PLC Common Stock (UL)$15,001 - $50,000
  • Trust 2 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)$50,001 - $100,000
  • Trust 2 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)$15,001 - $50,000
  • Trust 2 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX)$50,001 - $100,000
  • Trust 3 ⇒ Allspring Government Money Market Fund - Select (WFFXX)$100,001 - $250,000
  • Trust 3 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$15,001 - $50,000
  • Trust 3 ⇒ Ashtead Group Plc Unsponsored ADR (ASHTY)$15,001 - $50,000
  • Trust 3 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)$15,001 - $50,000
  • Trust 3 ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU)$1,001 - $15,000
  • Trust 3 ⇒ ResMed Inc. Common Stock (RMD)$1,001 - $15,000
  • Trust 3 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)$15,001 - $50,000
  • Trust 3 ⇒ Unilever PLC Common Stock (UL)$1,001 - $15,000
  • Trust 3 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)$100,001 - $250,000
  • Trust 3 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)$50,001 - $100,000
  • Trust 3 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX)$15,001 - $50,000
  • Trust 4 ⇒ Allspring Government Money Market Fund - Select (WFFXX)$100,001 - $250,000
  • Trust 4 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$15,001 - $50,000
  • Trust 4 ⇒ Ashtead Group Plc Unsponsored ADR (ASHTY)$15,001 - $50,000
  • Trust 4 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)$15,001 - $50,000
  • Trust 4 ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU)$1,001 - $15,000
  • Trust 4 ⇒ ResMed Inc. Common Stock (RMD)$1,001 - $15,000
  • Trust 4 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)$15,001 - $50,000
  • Trust 4 ⇒ Unilever PLC Common Stock (UL)$1,001 - $15,000
  • Trust 4 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)$100,001 - $250,000
  • Trust 4 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)$50,001 - $100,000
  • Trust 4 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX)$15,001 - $50,000
  • Trust 5 ⇒ Allspring Government Money Market Fund - Select (WFFXX)$15,001 - $50,000
  • Trust 5 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$15,001 - $50,000
  • Trust 5 ⇒ Ashtead Group Plc Unsponsored ADR (ASHTY)$15,001 - $50,000
  • Trust 5 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)$15,001 - $50,000
  • Trust 5 ⇒ Diageo plc Common Stock (DEO)$1,001 - $15,000
  • Trust 5 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX)$15,001 - $50,000
  • Trust 5 ⇒ ResMed Inc. Common Stock (RMD)$1,001 - $15,000
  • Trust 5 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)$15,001 - $50,000
  • Trust 5 ⇒ Unilever PLC Common Stock (UL)$1,001 - $15,000
  • Trust 5 ⇒ US Treasury Note DTD 02/28/23$15,001 - $50,000
  • Trust 5 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)$15,001 - $50,000
  • Trust 5 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)$15,001 - $50,000
  • Trust 5 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX)$15,001 - $50,000
  • Trust 6 ⇒ Allspring Government Money Market Fund - Select (WFFXX)$1,001 - $15,000
  • Trust 6 ⇒ Principal Funds, Inc. - Spectrum Preferred and Capital Securities Income Fund Class R-6 (PPREX)$1,001 - $15,000
  • Trust 6 ⇒ T. Rowe Price Institutional Floating Rate Fund (RPIFX)$1,001 - $15,000
  • Trust 6 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)$15,001 - $50,000
  • Trust 6 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)$1,001 - $15,000
  • Trust 7 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$1,001 - $15,000
  • Trust 7 ⇒ Cameco Corporation Common Stock (CCJ)$15,001 - $50,000
  • Trust 7 ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX)$15,001 - $50,000
  • Trust 7 ⇒ Gateway Fund Class Y (GTEYX)$15,001 - $50,000
  • Trust 7 ⇒ Guggenheim Total Return Bond Fund- Institutional Class (GIBIX)$1,001 - $15,000
  • Trust 7 ⇒ Invesco Developing Markets Fund Class R6 (ODVIX)$15,001 - $50,000
  • Trust 7 ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU)$15,001 - $50,000
  • Trust 7 ⇒ Mondrian Global Equity Value Fund (MPGVX)$15,001 - $50,000
  • Trust 7 ⇒ Ninety One Global Franchise Fund Class I (ZGFIX)$15,001 - $50,000
  • Trust 7 ⇒ PIMCO Mortgage Opportunities and Bond Fund Class INSTL (PMZIX)$15,001 - $50,000
  • Trust 7 ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)$15,001 - $50,000
  • Trust 7 ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX)$50,001 - $100,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jun 29, 2026Honeywell Aerospace IncHONAExchange$15,001 - $50,000Jul 31, 202632 days
Mar 8, 2026Arthur J. Gallagher & Co.AJGSale (Full)$1,001 - $15,000Mar 10, 20262 days
Mar 8, 2026Arthur J. Gallagher & Co.AJGSale (Full)$15,001 - $50,000Mar 10, 20262 days
Mar 8, 2026MICCMICCSale (Full)$1,001 - $15,000Mar 10, 20262 days
Dec 10, 2025ASHGYASHGYExchange$1,001 - $15,000Jan 21, 202642 days
Dec 10, 2025ASHGYASHGYExchange$15,001 - $50,000Jan 21, 202642 days
Aug 19, 2025Thermo Fisher Scientific Inc.TMOSale$15,001 - $50,000Sep 12, 202524 days
Aug 19, 2025Thermo Fisher Scientific Inc.TMOSale$1,001 - $15,000Sep 12, 202524 days
Aug 19, 2025Johnson & JohnsonJNJSale$1,001 - $15,000Sep 12, 202524 days
Aug 19, 2025Accenture plcACNSale$15,001 - $50,000Sep 12, 202524 days
Aug 19, 2025Verizon Communications Inc.VZSale$1,001 - $15,000Sep 12, 202524 days
Aug 19, 2025Accenture plcACNSale$1,001 - $15,000Sep 12, 202524 days
Jun 4, 2025WEX Inc.WEXSale (Full)$1,001 - $15,000Jun 18, 202514 days
Jun 4, 2025NIKE, Inc.NKESale (Full)$1,001 - $15,000Jun 18, 202514 days
Jun 4, 2025ResMed Inc.RMDSale (Full)$1,001 - $15,000Jun 18, 202514 days
Jun 4, 2025United Parcel Service, Inc.UPSSale (Full)$1,001 - $15,000Jun 18, 202514 days
Jun 4, 2025Houlihan Lokey, Inc.HLISale (Full)$1,001 - $15,000Jun 18, 202514 days
Jun 4, 2025Zebra Technologies CorporationZBRASale (Full)$15,001 - $50,000Jun 18, 202514 days
Jun 4, 2025Zebra Technologies CorporationZBRASale (Full)$1,001 - $15,000Jun 18, 202514 days
Apr 28, 2025ResMed Inc.RMDSale (Full)$1,001 - $15,000May 13, 202515 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.