Kelly Louise Morrison
Representative
MN-3
2025 disclosure
Kelly Louise Morrison (MN-3) disclosed a net worth range between $17.2M and $55.2M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$17.2M – $55.2M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
213
Disclosed liabilities
3
Net worth band by reporting year
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $17.2M – $55.2M |
Disclosed assets
The assets Kelly Louise Morrison itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
213
Total disclosed (band)
$18.8M – $56M
Showing the 100 largest of 213 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Investment Fund ⇒ Callanish Capital Partners LP | HE |
$1M - $5M
Partnership Income
|
$5M - $25M |
| Rental Property 1 | RP |
$5K - $15K
Rent
|
$500K - $1M |
| Retirement Account 2 (401k) ⇒ Vanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX) | MF |
Tax-Deferred
|
$500K - $1M |
| Trust 2 ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$2.5K - $5K
Dividends
|
$500K - $1M |
| Trust 8 ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| Trust 8 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
$15K - $50K
Dividends
|
$500K - $1M |
| Trust 8 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| Bank Account 2 | BA |
$201 - $1K
Interest
|
$250K - $500K |
| Retirement Account 4 (401k) ⇒ Allspring Premier Large Company Growth Fund Insti Class (EKJYX) | MF |
Tax-Deferred
|
$250K - $500K |
| Retirement Account 4 (401k) ⇒ Carillon ClariVest International Stock Fund Class I (EISIX) | MF |
Tax-Deferred
|
$250K - $500K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A (PLSAX) | MF |
Tax-Deferred
|
$250K - $500K |
| Target Pension Account Fidelity Treasury Money Market Fund (FZFXX) | PE | $0 - $100K | $250K - $500K |
| Trust 1 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Trust 1 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Trust 2 ⇒ Costco Wholesale Corporation - Common Stock (COST) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Trust 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Trust 2 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Trust 2 ⇒ Vanguard Large-Cap ETF (VV) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Trust 2 ⇒ Wells Fargo Secured Market Deposit Account (SMDA) | BA |
$201 - $1K
Interest
|
$250K - $500K |
| Trust 2 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Trust 7 ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Trust 8 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Trust 8 ⇒ Wells Fargo Secured Market Deposit Account (SMDA) | BA | — | $250K - $500K |
| Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) | ST | — | $100K - $250K |
| Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| College Savings Iowa 529 Plan #1 ⇒ Growth Portfolio [5F] | — |
Tax-Deferred
|
$100K - $250K |
| College Savings Iowa 529 Plan #2 ⇒ Growth Portfolio [5F] | — |
Tax-Deferred
|
$100K - $250K |
| Deferred Compensation Program ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | MF |
Tax-Deferred
|
$100K - $250K |
| Retirement Account 4 (401k) ⇒ Invesco Discovery Fund Class A (OPOCX) | MF |
Tax-Deferred
|
$100K - $250K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc. Core Plus Bond Fund, Institutional (PMSIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl (PMFJX) | MF |
Tax-Deferred
|
$100K - $250K |
| Trust 1 ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Amphenol Corporation Common Stock (APH) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ International Business Machines Corporation Common Stock (IBM) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Trust 2 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Trust 7 ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ Amphenol Corporation Common Stock (APH) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ VanEck IG Floating Rate ETF (FLTR) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) | MF |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Trust 8 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Trust 8 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| College Savings Iowa 529 Plan #3 ⇒ Aggressive Growth Portfolio [5F] | — |
Tax-Deferred
|
$50K - $100K |
| Retirement Account 2 (401k) ⇒ Vanguard 500 Index Fund Institutional Select Shares (VFFSX) | MF |
Tax-Deferred
|
$50K - $100K |
| Retirement Account 3 (IRA) ⇒ iShares Core S&P 500 ETF (IVV) | EF |
Tax-Deferred
|
$50K - $100K |
| Retirement Account 4 (401k) ⇒ BlackRock Eq Dividend I (MADVX) | MF |
Tax-Deferred
|
$50K - $100K |
| Retirement Account 4 (401k) ⇒ Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX) | MF |
Tax-Deferred
|
$50K - $100K |
| Retirement Account 5 (Defined Benefit Pension Plan) ⇒ Target Retirement 2035 Fund Class P | OT |
Tax-Deferred
|
$50K - $100K |
| Retirement Account 6 (IRA) ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) | MF |
Tax-Deferred
|
$50K - $100K |
| Trust 1 ⇒ ANOKA MN SER A DTD 06/08/23 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 1 ⇒ Amphenol Corporation Common Stock (APH) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) | ST | — | $50K - $100K |
| Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | — | $50K - $100K |
| Trust 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 1 ⇒ Mastercard Incorporated Common Stock (MA) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 1 ⇒ VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Trust 1 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 1 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ ANOKA MN SER A DTD 06/08/23 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| Trust 2 ⇒ AbbVie Inc. Common Stock (ABBV) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | — | $50K - $100K |
| Trust 2 ⇒ BlackRock, Inc. Common Stock (BLK) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| Trust 2 ⇒ DAYTON MN SER A DTD 06/15/23 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| Trust 2 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Honeywell International Inc. (HON) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Johnson & Johnson Common Stock (JNJ) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Trust 2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| Trust 2 ⇒ Mastercard Incorporated Common Stock (MA) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) | ST |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) | ST | — | $50K - $100K |
| Trust 2 ⇒ S&P Global Inc. Common Stock (SPGI) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Vanguard Small-Cap ETF (VB) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 2 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) | MF |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Trust 2 ⇒ iShares MSCI EAFE ETF (EFA) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust 7 ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 7 ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) | MF |
$5K - $15K
Dividends
|
$50K - $100K |
| Trust 7 ⇒ Gateway Fund Class Y (GTEYX) | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 7 ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 7 ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Trust 7 ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Trust 8 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | — | $50K - $100K |
| Trust 8 ⇒ Mastercard Incorporated Common Stock (MA) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
3
Total disclosed (band)
$800K – $1.6M
| Description | Amount owed |
|---|---|
| Home Mortgage (Wells Fargo Home Mortgage (D.C.)) | $500K - $1M |
| Line of Credit (Wells Fargo) | $250K - $500K |
| Home Mortgage (Wells Fargo Home Mortgage (MN)) | $50K - $100K |
Recent stock trades
Disclosed trades
73
Avg. disclosure lag
18.3 days
Filed past 45-day deadline
0%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-08-11 | SOLS ST · Solstice Advanced Materials Inc. - Common Stock (SOLS) | Sell | SP Trust 2 | $1K - $15K | 2026-08-25 | 14d |
| 2026-08-11 | MBGL ST · Mobility Global Inc. Common Stock (MBGL) | Sell | — Trust 1 | $1K - $15K | 2026-08-25 | 14d |
| 2026-08-11 | MBGL ST · Mobility Global Inc. Common Stock (MBGL) | Sell | SP Trust 2 | $1K - $15K | 2026-08-25 | 14d |
| 2026-08-11 | MBGL ST · Mobility Global Inc. Common Stock (MBGL) | Sell | SP Trust 8 | $1K - $15K | 2026-08-25 | 14d |
| 2026-08-11 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | SP Trust 8 | $15K - $50K | 2026-08-25 | 14d |
| 2026-08-11 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Trust 1 | $1K - $15K | 2026-08-25 | 14d |
| 2026-08-11 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | SP Trust 2 | $1K - $15K | 2026-08-25 | 14d |
| 2026-03-08 | MICC ST · The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) F S: New | Sell | — | $1K - $15K | 2026-03-10 | 2d |
| 2026-03-08 | MICC ST · The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) | Sell | — Trust 8 | $1K - $15K | 2026-03-10 | 2d |
| 2026-03-08 | MICC ST · The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) | Sell | — Trust 2 | $1K - $15K | 2026-03-10 | 2d |
| 2026-03-08 | AJG ST · Arthur J. Gallagher & Co. Common Stock (AJG) | Sell | — Trust 8 | $1K - $15K | 2026-03-10 | 2d |
| 2026-03-08 | AJG ST · Arthur J. Gallagher & Co. Common Stock (AJG) | Sell | — Trust 1 | $1K - $15K | 2026-03-10 | 2d |
| 2026-03-08 | AJG ST · Arthur J. Gallagher & Co. Common Stock (AJG) | Sell | — Trust 2 | $15K - $50K | 2026-03-10 | 2d |
| 2026-01-29 | AMI OI · Advanced Machine Intelligence (AMI) Labs | Buy | — Investment Fund 1 | $15K - $50K | 2026-02-12 | 14d |
| 2025-08-19 | VZ ST · Verizon Communications Inc. Common Stock (VZ) | Sell | — Trust 2 | $1K - $15K | 2025-09-11 | 23d |
| 2025-08-19 | TMO ST · Thermo Fisher Scientific Inc Common Stock (TMO) | Sell | — Trust 4 | $1K - $15K | 2025-09-11 | 23d |
| 2025-08-19 | TMO ST · Thermo Fisher Scientific Inc Common Stock (TMO) | Sell | — Trust 3 | $1K - $15K | 2025-09-11 | 23d |
| 2025-08-19 | TMO ST · Thermo Fisher Scientific Inc Common Stock (TMO) | Sell | — Trust 1 | $15K - $50K | 2025-09-11 | 23d |
| 2025-08-19 | TMO ST · Thermo Fisher Scientific Inc Common Stock (TMO) | Sell | — Trust 2 | $15K - $50K | 2025-09-11 | 23d |
| 2025-08-19 | JNJ ST · Johnson & Johnson Common Stock (JNJ) | Sell | — Trust 2 | $1K - $15K | 2025-09-11 | 23d |
| 2025-08-19 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Trust 4 | $1K - $15K | 2025-09-11 | 23d |
| 2025-08-19 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Trust 3 | $1K - $15K | 2025-09-11 | 23d |
| 2025-08-19 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Trust 2 | $15K - $50K | 2025-09-11 | 23d |
| 2025-08-19 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Trust 1 | $15K - $50K | 2025-09-11 | 23d |
| 2025-08-19 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | — Trust 5 | $1K - $15K | 2025-09-11 | 23d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-08. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +1.1% | +1.1% | +0.0% |
| 1 month | -8.0% | -0.4% | -7.6% |
| 1 quarter | -3.3% | +4.2% | -7.5% |
| Year to date | -1.5% | +12.9% | -14.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.