Kelly Louise Morrison

Following their disclosures vs. same money in SPY: -4.9 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	MB MBGL	$1K–$15K	2026-08-11	2026-08-25	PDF →
SELL	AC ACN	$15K–$50K	2026-08-11	2026-08-25	PDF →
SELL	AC ACN	$1K–$15K	2026-08-11	2026-08-25	PDF →
SELL	SO SOLS	$1K–$15K	2026-08-11	2026-08-25	PDF →
EXCHANGE	HO HONAV	$15K–$50K	2026-06-29	2026-07-30	PDF →
SELL	Andersen Corporation OL	$100K–$250K	2026-06-19	2026-07-09	PDF →
SELL	StarCloud OI	$15K–$50K	2026-05-04	2026-05-21	PDF →
SELL	Hermeus Corp OI	$15K–$50K	2026-05-04	2026-05-05	PDF →
BUY	ent Fund 1 Description: High speed aircraft OI	$15K–$50K	2026-04-17	2026-05-05	PDF →
BUY	Artistry in Motion, LLC OI	$50K–$100K	2026-04-15	2026-05-05	PDF →
BUY	Cavall OI	$1K–$15K	2026-04-14	2026-05-05	PDF →
BUY	Star Catcher Industries, Inc. OI	$15K–$50K	2026-04-06	2026-05-05	PDF →
BUY	Subh olding Of: Investment Fund 1 Descriptio OI	$15K–$50K	2026-03-15	2026-04-02	PDF →
SELL	Subholdi ng Of: Investment Fund 1 Descriptio OI	$100K–$250K	2026-03-15	2026-04-02	PDF →
SELL	Andersen Corporation OI	$250K–$500K	2026-01-20	2026-04-02 LATE	PDF →
BUY	Investment Fund 1 Description: Sports Softwa OI	$15K–$50K	2025-12-22	2026-04-02 LATE	PDF →
BUY	Investment Fund 1 Description: Window Manufa OI	$1K–$15K	2025-12-22	2026-04-02 LATE	PDF →
SELL	Subholdi ng Of: Investment Fund 1 Descriptio OI	$50K–$100K	2025-10-15	2026-04-02 LATE	PDF →
SELL	Subholdi ng Of: Investment Fund 1 Descriptio OI	$100K–$250K	2025-09-15	2026-04-02 LATE	PDF →
SELL	Subholdi ng Of: Investment Fund 1 Descriptio OI	$250K–$500K	2025-06-15	2026-04-02 LATE	PDF →
SELL	Subholdi ng Of: Investment Fund 1 Descriptio OI	$250K–$500K	2025-03-15	2026-04-02 LATE	PDF →
SELL	Andersen Corporation OI	$500K–$1M	2025-01-20	2026-04-02 LATE	PDF →
BUY	Trust 8 Saronic Technologies OI	$15K–$50K	2026-03-09	2026-03-10	PDF →
SELL	MI MICC	$1K–$15K	2026-03-08	2026-03-10	PDF →
SELL	AJ AJG	$1K–$15K	2026-03-08	2026-03-10	PDF →
SELL	AJ AJG	$15K–$50K	2026-03-08	2026-03-10	PDF →
BUY	Hermeus Corp OI	$15K–$50K	2026-03-02	2026-03-05	PDF →
BUY	Arcade AI. Inc. OI	$15K–$50K	2026-03-02	2026-03-03	PDF →
BUY	Investment Fund 1 Description: San Francisco OI	$1K–$15K	2026-02-11	2026-03-02	PDF →
BUY	Investment Fund 1 Description: Fetal Monitor OI	$15K–$50K	2026-02-20	2026-02-25	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Morrison still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
ME META		$65K	54.0%	+4.5%	Apr 2025	Apr 2025
AV AVGO		$56K	46.0%	+58.1%	Apr 2025	Apr 2025

Filings 29 on file · every disclosure Morrison has made