Kelly Morrison's Trade Disclosure
On June 19, 2025, Kelly Morrison, a Democrat representing Minnesota's 3rd district, filed a financial disclosure revealing a series of stock transactions primarily executed on June 4, 2025. The disclosure indicates that Morrison engaged in a significant number of sell transactions across various stocks.
Notably, Morrison sold shares of Zebra Technologies Corporation (ZBRA) multiple times, with the transactions ranging between $1,001 and $50,000. This included one larger sale valued between $15,001 and $50,000 and several smaller sales each valued between $1,001 and $15,000. Additionally, Morrison sold shares in ResMed Inc. (RMD), Nike, Inc. (NKE), WEX Inc. (WEX), Houlihan Lokey, Inc. (HLI), and United Parcel Service, Inc. (UPS), with each transaction similarly valued between $1,001 and $15,000.
The disclosure also includes two buy transactions on April 1, 2025, involving municipal securities: one from the Minnesota State Municipal Power Agency and another from Chaska, MN Electric Revenue Refunding, each valued between $1,001 and $15,000.
These transactions indicate a strategic realignment of Morrison’s portfolio, with a focus on reducing exposure in specific equities while acquiring municipal securities, possibly reflecting a shift towards more conservative or diversified investment strategies.
Transaction Date | Type | Symbol | Amount | Notes |
---|---|---|---|---|
Jun 4, 2025 | Sell | $1,001 - $15,000 | Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | Nike, Inc. Common Stock (NKE) [ST] FILING STATUS: New SUBHOLDING OF: Trust 3 | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] FILING STATUS: New SUBHOLDING OF: Trust 5 | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | WEX Inc. common stock (WEX) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | United Parcel Service, Inc. Common Stock (UPS) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | ResMed Inc. Common Stock (RMD) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | Nike, Inc. Common Stock (NKE) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | WEX Inc. common stock (WEX) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | ResMed Inc. Common Stock (RMD) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | WEX Inc. common stock (WEX) [ST] | |
Jun 4, 2025 | Sell | $15,001 - $50,000 | Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | ResMed Inc. Common Stock (RMD) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | ResMed Inc. Common Stock (RMD) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | United Parcel Service, Inc. Common Stock (UPS) [ST] | |
Jun 4, 2025 | Sell | $1,001 - $15,000 | United Parcel Service, Inc. Common Stock (UPS) [ST] | |
Apr 1, 2025 | Buy | $1,001 - $15,000 | CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 [GS] | |
Apr 1, 2025 | Buy | $1,001 - $15,000 | MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 [GS] |