Kelly Morrison D
Democratic representative for Minnesota (MN-3), in the House since Jan 3, 2025.
Among all 439 members
Each dot is a member; Morrison is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$1.9M
2023–24
$2.3M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $1,867,912 | $1,544,216 | $311,850 | $33 | $7,000 | $1,385,436 | $507,865 | $0 | $0 |
| 2023–24 | $2,263,654 | $1,926,943 | $284,600 | $0 | $21,600 | $2,238,265 | $25,389 | $195,721 | $0 |
FEC totals through Oct 14, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Minnesota versus everywhere else, each period.
- From Minnesota
- From out of state
2025–26
$1.0M
2023–24
$1.6M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
CALLANISH CAPITAL
$20K
CARLSON
$19K
METROPOLITAN CORP
$17K
ECOLAB
$17K
TARGET
$16K
PARK NICOLLET METHODIST HOSPITAL
$14K
STINSON LLP
$14K
PSD LLC
$14K
PNC
$14K
KEY INVESTMENT INC
$14K
BREAZEALE GROUP
$14K
UNIVERSITY OF MINNESOTA
$14K
The largest donors, and the numbers
| Period | Itemized | Contributions | From MN | Retired donors |
|---|---|---|---|---|
| 2025–26 | $1,032,837 | 2,036 | 84% | 9% |
| 2023–24 | $1,606,298 | 2,901 | 85% | 10% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| BREAZEALE, TRACEY THAYER | WAYZATA, MN | NOT EMPLOYED, NOT EMPLOYED | $21,200 |
| GROSSMAN, TOM | MINNEAPOLIS, MN | METROPOLITAN CORP, AUTO DEALER | $16,900 |
| WHEELER, PENNY ANN | ORONO, MN | NOT EMPLOYED, NOT EMPLOYED | $15,600 |
| BARNETT, MARIANNE MCSWAIN | ORONO, MN | NOT EMPLOYED, NOT EMPLOYED | $14,100 |
| STEINER, BRUCE M | WAYZATA, MN | NOT EMPLOYED, NOT EMPLOYED | $14,100 |
| REMELE, LEWIS | MINNEAPOLIS, MN | BASSFORDREMELE, ATTORNEY | $14,000 |
| BALLARD, SHARI LYNN | ORONO, MN | NOT EMPLOYED, NOT EMPLOYED | $13,600 |
| DEAL, JAMES | ANOKA, MN | PSD LLC, OWNER | $13,600 |
| GABBERT, MARTHA | MINNEAPOLIS, MN | RETIRED, RETIRED | $13,600 |
| GOLDNER, EMILY | AMAGANSETT, NY | NOT EMPLOYED, NOT EMPLOYED | $13,600 |
| HASELOW, ROBERT | MINNEAPOLIS, MN | PARK NICOLLET METHODIST HOSPITAL, PHYSICIAN | $13,600 |
| JABBOUR, GABRIEL | LONG LAKE, MN | TONKA BAY MARINA, SELF EMPLOYED | $13,600 |
| KELLY, KATHARINE | MINNEAPOLIS, MN | PNC, REGIONAL PRESIDENT AND EVP, MN MARKET | $13,600 |
| MORRISON, HELEN | WAYZATA, MN | RETIRED, RETIRED | $13,600 |
| MORRISON, JOHN LEWIS | WAYZATA, MN | CALLANISH CAPITAL, OWNER | $13,600 |
| MORRISON, JOHN LEWIS JR | MINNETONKA, MN | CALLANISH CAPITAL LLC, OWNER | $13,600 |
| NELSON, WENDY | MINNEAPOLIS, MN | CARLSON HOLDINGS, DIRECTOR | $13,600 |
| OPPERMAN, VANCE K. | SAINT PAUL, MN | KEY INVESTMENT, INC, PRESIDENT | $13,600 |
| RHEIN, KEVIN A | MINNETONKA, MN | NOT EMPLOYED, NOT EMPLOYED | $13,600 |
| WILLOUGHBY, JOHN FREDERICK | WAYZATA, MN | TARGET, VP OF PLANNING, ESSENTIALS & BEAUTY | $13,600 |
| ARONSON, MARTHA | MINNEAPOLIS, MN | ECOLAB, PRESIDENT | $13,100 |
| FARLEY, KATHY | NAPLES, FL | NOT EMPLOYED, NOT EMPLOYED | $13,000 |
| BURNET, PEGGY P | WAYZATA, MN | NOT EMPLOYED, NOT EMPLOYED | $12,850 |
| MCDOWELL, SUSAN | MINNEAPOLIS, MN | NOT EMPLOYED, NOT EMPLOYED | $10,000 |
| NELSON, MARILYN CARLSON | LONG LAKE, MN | NOT EMPLOYED, NOT EMPLOYED | $8,000 |
Their biggest PAC and party givers
FOLLOW THE NORTH STAR FUND
$20K
AMERICAN COLLEGE OF OB-GYNS PAC (OB-GYN PAC)
$20K
$18K
MIDWEST VALUES PAC
$15K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| FOLLOW THE NORTH STAR FUND | $20,000 | 4 | |
| AMERICAN COLLEGE OF OB-GYNS PAC (OB-GYN PAC) | $20,000 | 4 | |
| AMERICAN ACADEMY OF OPHTHALMOLOGY INC POLITICAL COMMITTEE (OPHTHPAC) | AMERICAN ACADEMY OF OPHTHALMOLOGY | $19,500 | 9 |
| ELECT DEMOCRATIC WOMEN | PRO-CHOICE WOMEN | $17,500 | 10 |
| UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA) | PLUMBERS & STEAMFITTERS LOCAL 22 PAC INC | $15,000 | 3 |
| MIDWEST VALUES PAC | NONE | $15,000 | 3 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | $15,000 | 3 |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS POLITICAL ACTION COMMITTEE (ASA PAC) | AMERICAN SOCIETY OF ANESTHESIOLOGISTS | $15,000 | 3 |
| AMERICAN MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN MEDICAL ASSOCIATION | $15,000 | 3 |
| AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE (SKINPAC) | AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION | $15,000 | 5 |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES, AFL-CIO | $12,500 | 4 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $11,000 | 3 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $10,500 | 7 |
| VELVET HAMMER PAC | $10,000 | 2 | |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | SERVICE EMPLOYEES INTERNATIONAL UNION | $10,000 | 2 |
| PROGRESSIVE TURNOUT PROJECT | STOP THESE OPPRESSIVE PEOPLE: TYRANTS RACISTS UNQUALIFIEDS MISOGYNISTS PROPAGANDISTS (STOP TRUMP) | $10,000 | 11 |
| LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC | LABORERS' INTERNATIONAL UNION OF NORTH AMERICA | $10,000 | 3 |
| INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES POLITICAL ACTION TOGETHER POLITICAL COMMITTEE | INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES | $10,000 | 2 |
| 314 ACTION FUND | 314 ACTION VICTORY FUND | $10,000 | 5 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $9,000 | 4 |
| NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | $9,000 | 5 |
| AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION - OSTEOPATHIC POLITICAL ACTION COMMITTEE | AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION | $9,000 | 7 |
| ENGINEERS POLITICAL EDUCATION COMMITTEE (EPEC)/INTERNATIONAL UNION OF OPERATING ENGINEERS | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF | $7,500 | 2 |
| DEFEND THE VOTE | DEFEND THE VOTE LEADERSHIP FUND | $7,500 | 2 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $7,500 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$196K
Who spent it
PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND
$141K
AMERICAN COLLEGE OF OB-GYNS PAC (OB-GYN PAC)
$52K
AFSCME WORKING FAMILIES FUND
$3,275
SIERRA CLUB INDEPENDENT ACTION
$10
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND | for | $140,520 | 15 |
| AMERICAN COLLEGE OF OB-GYNS PAC (OB-GYN PAC) | for | $51,916 | 2 |
| AFSCME WORKING FAMILIES FUND | for | $3,275 | 5 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 15 earmarks, $11.5M. 3 went to an organization whose employees gave to Morrison's campaigns ($2.8M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$11.5M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 3 of the 15 of theirs went to their donors' employers; chance gives about 1: about what chance gives (a little more, within chance).
The largest
City of Excelsior
Department of Housing and Urban Development · its employees gave $250
$1.2M
City of Bloomington for Booster Station Pump Replacement
Environmental Protection Agency
$1.1M
City of Minnetrista for Manganese Mitigation Project
Environmental Protection Agency
$1.1M
City of Mound for Water Treatment Plant Manganese Removal Project
Environmental Protection Agency
$1.1M
Hennepin Technical College Foundation
DOJ
$1.0M
City of Minnetonka
DOJ · its employees gave $625
$966K
City of Brooklyn Park
Department of Housing and Urban Development
$850K
City of Maple Grove
Department of Housing and Urban Development
$850K
Highway 169 & County Road 130 Interchange Mobility Project
Department of Transportation
$850K
Main Street (CSAH 150) Reconstruction
Department of Transportation
$850K
All 15
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | City of Excelsior WAFTA Site Cleanup Department of Housing and Urban Development · Community Development Fund · MN | $1,200,000 | $250, 1 donor | ||
| FY 2026 | City of Bloomington for Booster Station Pump Replacement Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · MN | $1,092,000 | |||
| FY 2026 | City of Minnetrista for Manganese Mitigation Project Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · MN | $1,092,000 | |||
| FY 2026 | City of Mound for Water Treatment Plant Manganese Removal Project Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · MN | $1,092,000 | |||
| FY 2026 | Hennepin Technical College Foundation Hennepin Technical College Public Safety Cross-Functional Training Center DOJ · OJP—Byrne · MN | $1,031,000 | |||
| FY 2026 | City of Minnetonka Minnetonka Police Records Management System DOJ · OJP—Byrne · MN | $966,000 | $625, 2 donors | ||
| FY 2026 | City of Brooklyn Park Brooklyn Park Trunk Highway Watermain Crossings Department of Housing and Urban Development · Community Development Fund · MN | $850,000 | |||
| FY 2026 | City of Maple Grove Animal Facility Expansion and Reinvestment Department of Housing and Urban Development · Community Development Fund · MN | $850,000 | |||
| FY 2026 | Highway 169 & County Road 130 Interchange Mobility Project Department of Transportation · Highway Infrastructure Programs · MN | $850,000 | |||
| FY 2026 | Main Street (CSAH 150) Reconstruction Department of Transportation · Highway Infrastructure Programs · MN | $850,000 | |||
| FY 2026 | City of Edina Fire Training Tower Burner Replacement Department of Housing and Urban Development · Community Development Fund · MN | $600,000 | $700, 2 donors | ||
| FY 2026 | Maria Pew Family Foundation DBA Maria’s Voice Domestic Violence Prevention Education Initiative DOJ · OJP—Byrne · MN | $300,000 | |||
| FY 2026 | City of Deephaven Deephaven Park Improvements Department of Housing and Urban Development · Community Development Fund · MN | $250,000 | |||
| FY 2026 | Trunk Highway 610 & East River Road Full Access Interchange Department of Transportation · Highway Infrastructure Programs · MN | $250,000 | |||
| FY 2026 | Highway 47 Corridor and BNSF Railroad Grade Separation Department of Transportation · Highway Infrastructure Programs · MN | $250,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
H.R. 5371
Continuing Appropriations, Agriculture, Legislative Branch, Military C…
438 clients
H.R. 7567
Farm, Food, and National Security Act of 2026
372 clients
H.R. 4553
Energy and Water Development and Related Agencies Appropriations Act, …
283 clients
H.R. 6938
Commerce, Justice, Science; Energy and Water Development; and Interior…
259 clients
H.R. 6644
21st Century ROAD to Housing Act
257 clients
H.R. 4776
SPEED Act
252 clients
H.R. 3633
Digital Asset Market Clarity Act
247 clients
H.R. 8646
Agriculture, Rural Development, Food and Drug Administration, and Rela…
223 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | nay | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | nay | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | nay | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | nay | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | nay | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | nay | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | nay | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | present | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | nay | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | yea | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | yea | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | nay | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | nay | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | nay | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | nay | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | nay | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | nay | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | yea | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | yeaagainst party | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | nay | Passed |
What they sponsor bills about
119th Congress: 17 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 9634 Voter Choice Act | Jul 9, 2026 Referred to the House Committee on House Administration. |
| H.R. 9441 SAFE Training for OB-GYNs Act | Jun 24, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9251 School Access to Naloxone Act of 2026 | Jun 10, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 8985 Housing for All Veterans Act of 2026 | May 21, 2026 Referred to the House Committee on Financial Services. |
| H.Res. 1282 Recognizing the 75th anniversary of the American College of Obstetricians and Gynecologists and its critical role in adv | May 13, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 7841 Warrior Infertility Act | Mar 5, 2026 Referred to the House Committee on Veterans' Affairs. |
| H.Res. 1054 Honoring the lives of Minnesota State House Speaker Emerita Melissa Hortman and Mark Hortman. | Feb 10, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 6215 Small Business RELIEF Act | Nov 20, 2025 Referred to the House Committee on Ways and Means. |
| H.R. 5202 BABIES Act | Sep 8, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 5203 To direct the Secretary of Veterans Affairs to update directives of the Department of Veterans Affairs regarding the man | May 20, 2026 Committee Hearings Held |
| H.R. 4709 Newborn Screening Saves Lives Reauthorization Act of 2025 | Sep 10, 2025 Forwarded by Subcommittee to Full Committee by Voice Vote. |
| H.R. 4520 SBIR/STTR Application Assistance Act | Jul 17, 2025 Referred to the Committee on Small Business, and in addition to the Committee on Science, Space, and Technolog |
| H.Res. 519 Condemning the attacks on Minnesota lawmakers in Brooklyn Park and Champlin, Minnesota, and calling for unity and the re | Jun 25, 2025 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 3986 Small Business Liberation Act | Jun 12, 2025 Referred to the House Committee on Ways and Means. |
| H.R. 3821 ADINA Act | Jun 6, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 3408 Pathways to Policing Act | May 14, 2025 Referred to the House Committee on the Judiciary. |
| H.R. 804 Rural Small Business Resilience Act | Feb 26, 2025 Received in the Senate and Read twice and referred to the Committee on Small Business and Entrepreneurship. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 17 | 0 | 255 |
1 former staff now lobbying
NOAH HAINES
PYXIS PARTNERS, LLC
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| NOAH HAINES | Sen. Alsobrooks, Sen. Heinrich, Sen. Hassan, Rep. Kim, Rep. Morrison, Rep. Dexter | PYXIS PARTNERS, LLC | 1 | 2025 |
Subcommittees
Holdings and trades
$20.2M – $58.2M+net worth, 2025 report
199trades on their reports
8 of 114trades reported after 45 days
18 daystypical time to report a trade
1reports filed on paper
3filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Callanish Capital Partners LP
Investment Fund · Joint
$5.0M+
Fidelity Treasury Money Market Fund
Mutual Funds · Spouse
$1.0M+
BlackRock LifePath Index 2030 Port Insti Shs
Mutual Funds · Spouse
$1.0M+
BlackRock LifePath Index 2030 Port Insti Shs
Mutual Funds · Spouse
$1.0M+
Rental Property 1
Real Estate · Self
$500K+
Vanguard Index Trust Extended Market Index Fd Instl Shs
Mutual Funds · Spouse
$500K+
Microsoft Corporation - Common Stock
Corporate Securities · Spouse
$500K+
iShares Core MSCI EAFE ETF
Mutual Funds · Spouse
$500K+
iShares Core S&P 500 ETF
Mutual Funds · Spouse
$500K+
Vanguard S&P 500 ETF
Mutual Funds · Spouse
$500K+
Bank Account 2
Bank Deposit · Joint
$250K+
Target Pension Account
Retirement Plans · Spouse
$250K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Callanish Capital Partners LP | Investment Fund | Joint | $5.0M – $25.0M | Partnership Income: $1.0M – $5.0M |
| Fidelity Treasury Money Market Fund | Mutual Funds | Spouse | $1.0M – — | Interest: $50K – $100K |
| BlackRock LifePath Index 2030 Port Insti Shs | Mutual Funds | Spouse | $1.0M – — | None: — |
| BlackRock LifePath Index 2030 Port Insti Shs | Mutual Funds | Spouse | $1.0M – — | Tax-Deferred: — |
| Rental Property 1 | Real Estate | Self | $500K – $1.0M | Rent: $5,001 – $15K |
| Vanguard Index Trust Extended Market Index Fd Instl Shs | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Microsoft Corporation - Common Stock | Corporate Securities | Spouse | $500K – $1.0M | Dividends: $2,501 – $5,000 |
| iShares Core MSCI EAFE ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $15K – $50K |
| iShares Core S&P 500 ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $5,001 – $15K |
| Vanguard S&P 500 ETF | Mutual Funds | Spouse | $500K – $1.0M | Dividends: $5,001 – $15K |
| Bank Account 2 | Bank Deposit | Joint | $250K – $500K | Interest: $201 – $1,000 |
| Target Pension Account | Retirement Plans | Spouse | $250K – $500K | None: — |
| Allspring Premier Large Company Growth Fund Insti Class | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| Carillon ClariVest International Stock Fund Class I | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| iShares Core MSCI EAFE ETF | Mutual Funds | Self | $250K – $500K | Dividends: $5,001 – $15K |
| iShares Core S&P 500 ETF | Mutual Funds | Self | $250K – $500K | Dividends: $2,501 – $5,000 |
| Costco Wholesale Corporation - Common Stock | Corporate Securities | Spouse | $250K – $500K | Dividends: $1,001 – $2,500 |
| iShares Core S&P 500 ETF | Mutual Funds | Spouse | $250K – $500K | Dividends: $2,501 – $5,000 |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | Spouse | $250K – $500K | Dividends: $5,001 – $15K |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Mutual Funds | Spouse | $250K – $500K | Dividends: $5,001 – $15K |
| Vanguard Large-Cap ETF | Mutual Funds | Spouse | $250K – $500K | Dividends: $2,501 – $5,000 |
| Wells Fargo Secured Market Deposit Account | Bank Deposit | Spouse | $250K – $500K | Interest: $201 – $1,000 |
| Vanguard S&P 500 ETF | Mutual Funds | Spouse | $250K – $500K | Dividends: $2,501 – $5,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Mutual Funds | Spouse | $250K – $500K | Dividends: $5,001 – $15K |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
BlackRock LifePath Index 2030 Port Insti Shs (LINIX)
2025–2025 · $13K – $195K
13 trades
Accenture plc Class A Ordinary Shares (ACN)
2025–2026 · $67K – $305K
11 trades
Andersen Corporation
2025–2026 · $2.1M – $4.3M
9 trades
United Parcel Service, Inc. Common Stock (UPS)
2025–2025 · $8,008 – $120K
8 trades
ResMed Inc. Common Stock (RMD)
2025–2025 · $8,008 – $120K
8 trades
iShares Core MSCI EAFE ETF (IEFA)
2025–2025 · $140K – $400K
7 trades
Thermo Fisher Scientific Inc Common Stock (TMO)
2025–2025 · $49K – $210K
7 trades
Ashted GRP PLC S/adr (ASHGY)
2025–2025 · $49K – $210K
7 trades
Meta Platforms, Inc. - Class A Common Stock
2025–2025 · $48K – $195K
6 trades
Zebra Technologies Corporation - Class A Common Stock (ZBRA)
2025–2025 · $34K – $160K
6 trades
All 199 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-08-11 | Solstice Advanced Materials Inc. - Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2026-08-11 | Mobility Global Inc. Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2026-08-11 | Mobility Global Inc. Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2026-08-11 | Mobility Global Inc. Common Stock via Trust 8 | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2026-08-11 | Accenture plc Class A Ordinary Shares via Trust 8 | Sale (Full) | Spouse | $15K – $50K | 14 |
| 2026-08-11 | Accenture plc Class A Ordinary Shares via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2026-08-11 | Accenture plc Class A Ordinary Shares via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2026-06-29 | Honeywell Aerospace Inc. - Common Stock via Trust 2 | Exchange | Spouse | $15K – $50K | 31 |
| 2026-06-19 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Joint | $100K – $250K | 20 |
| 2026-05-04 | StarCloud via Investment Fund 1 | Sale (Full) | Joint | $15K – $50K | 17 |
| 2026-05-04 | Star Catcher Industries, Inc. via Investment Fund 1 | Sale (Full) | Joint | $15K – $50K | 1 |
| 2026-05-04 | Saronic Technologies via Investment Fund 1 | Sale (Full) | Joint | $15K – $50K | 1 |
| 2026-05-04 | Hermeus Corp via Investment Fund 1 | Sale (Full) | Joint | $15K – $50K | 1 |
| 2026-04-17 | Pelvital USA, Inc. via Investment Fund 1 | Purchase | Joint | $15K – $50K | 18 |
| 2026-04-15 | Artistry in Motion, LLC via Investment Fund 1 | Purchase | Joint | $50K – $100K | 20 |
| 2026-04-14 | Cavall via Investment Fund 1 | Purchase | Joint | $1,001 – $15K | 21 |
| 2026-04-06 | Star Catcher Industries, Inc. via Investment Fund 1 | Purchase | Joint | $15K – $50K | 29 |
| 2026-03-15 | StarCloud via Investment Fund 1 | Purchase | Self | $15K – $50K | 18 |
| 2026-03-15 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $100K – $250K | 18 |
| 2026-03-09 | Saronic Technologies via Investment Fund 1 | Purchase | Self | $15K – $50K | 1 |
| 2026-03-08 | The Magnum Ice Cream Company N.V. Ordinary Shares via Trust 8 | Sale (Full) | Self | $1,001 – $15K | 2 |
| 2026-03-08 | The Magnum Ice Cream Company N.V. Ordinary Shares via Trust 2 | Sale (Full) | Self | $1,001 – $15K | 2 |
| 2026-03-08 | Arthur J. Gallagher & Co. Common Stock via Trust 8 | Sale (Full) | Self | $1,001 – $15K | 2 |
| 2026-03-08 | Arthur J. Gallagher & Co. Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 2 |
| 2026-03-08 | Arthur J. Gallagher & Co. Common Stock via Trust 2 | Sale (Full) | Self | $15K – $50K | 2 |
| 2026-03-02 | Hermeus Corp via Investment Fund 1 | Purchase | Self | $15K – $50K | 3 |
| 2026-03-02 | Arcade AI. Inc. via Investment Fund 1 | Purchase | Self | $15K – $50K | 1 |
| 2026-02-20 | Rhoda AI via Investment Fund 1 | Purchase | Self | $15K – $50K | 5 |
| 2026-02-11 | HM Companies LLC via Investment Fund 1 | Purchase | Self | $1,001 – $15K | 19 |
| 2026-02-11 | Axiom Quant Inc. (dba Axiom Math) via Investment Fund 1 | Purchase | Self | $15K – $50K | 19 |
| 2026-02-11 | Project Stardust via Investment Fund 1 | Purchase | Self | $15K – $50K | 14 |
| 2026-01-29 | Advanced Machine Intelligence (AMI) Labs via Investment Fund 1 | Purchase | Self | $15K – $50K | 14 |
| 2026-01-29 | Sygaldry Technologies, Inc. via Investment Fund 1 | Purchase | Self | $15K – $50K | 6 |
| 2026-01-29 | Aalo Atomics via Investment Fund 1 | Purchase | Self | $15K – $50K | 6 |
| 2026-01-20 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $250K – $500K | 72 |
| 2026-01-20 | Varda Space Industries, Inc. via Investment Fund 1 | Purchase | Self | $15K – $50K | 15 |
| 2026-01-20 | Modak Communities Inc. via Investment Fund 1 | Purchase | Self | $15K – $50K | 15 |
| 2026-01-20 | CogniChip, Inc. via Investment Fund 1 | Purchase | Self | $15K – $50K | 15 |
| 2025-12-31 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-29 | Cliffwater Corporate Lending Fund Class I via Trust 7 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-23 | Mondrian Global Equity Value Fund via Trust 7 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-22 | FluxAI via Investment Fund 1 | Purchase | Self | $15K – $50K | 101 |
| 2025-12-22 | Cavall via Investment Fund 1 | Purchase | Self | $1,001 – $15K | 101 |
| 2025-12-22 | American Beacon Ninety One Global Franchise Fund - R5 Class via Trust 7 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-15 | Benable via Investment Fund 1 | Purchase | Self | $15K – $50K | 4 |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 4 | Exchange | Self | $1,001 – $15K | 41 |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 3 | Exchange | Self | $1,001 – $15K | 41 |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 2 | Exchange | Self | $15K – $50K | 41 |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 1 | Exchange | Self | $15K – $50K | 41 |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 4 | Exchange | Spouse | $1,001 – $15K | annual |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 3 | Exchange | Spouse | $1,001 – $15K | annual |
| 2025-12-10 | Ashted GRP PLC S/adr via Trust 2 | Exchange | Spouse | $15K – $50K | annual |
| 2025-11-26 | Vanguard Short-Term Treasury ETF via Trust 1 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-11-24 | Virtus KAR Small-Cap Core Fund R6 via Trust 1 | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-11-24 | iShares Core MSCI EAFE ETF via Trust 1 | Purchase | Self | $50K – $100K | annual |
| 2025-11-24 | Vanguard FTSE Emerging Markets ETF via Trust 2 | Purchase | Spouse | $50K – $100K | annual |
| 2025-11-21 | Virtus KAR Small-Cap Core Fund R6 via Trust 2 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-11-21 | State Street SPDR S&P Dividend ETF via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-11-21 | Vanguard FTSE Developed Markets ETF via Trust 2 | Purchase | Spouse | $100K – $250K | annual |
| 2025-10-24 | Lazurite Holdings LLC via Investment Fund 1 | Purchase | Self | $15K – $50K | 13 |
| 2025-10-15 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $50K – $100K | 169 |
| 2025-10-02 | Cliffwater Corporate Lending Fund Class I via Trust 7 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl via Retirement Account 4 (401k) | Purchase | Self | $100K – $250K | annual |
| 2025-09-30 | Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl via Retirement Account 4 (401k) | Purchase | Self | $100K – $250K | annual |
| 2025-09-30 | Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A via Retirement Account 4 (401k) | Purchase | Self | $250K – $500K | annual |
| 2025-09-30 | Vanguard Small Cap Index Fd Admiral Shs via Retirement Account 4 (401k) | Sale (Full) | Self | $100K – $250K | annual |
| 2025-09-30 | Vanguard Mid-Cap Index Fund Admiral Shares via Retirement Account 4 (401k) | Sale (Full) | Self | $100K – $250K | annual |
| 2025-09-30 | Vanguard 500 Index Fd Admiral Shs via Retirement Account 4 (401k) | Sale (Full) | Self | $250K – $500K | annual |
| 2025-09-15 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $100K – $250K | 199 |
| 2025-08-19 | Verizon Communications Inc. Common Stock (VZ) [ST] Kelly Louise Morrison , 09/11/2025 via Trust 2 | Sale (Full) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 4 | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 3 | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 1 | Sale (Partial) | Self | $15K – $50K | 23 |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 2 | Sale (Partial) | Self | $15K – $50K | 23 |
| 2025-08-19 | Johnson & Johnson Common Stock via Trust 2 | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 5 | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 4 | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 3 | Sale (Partial) | Self | $1,001 – $15K | 23 |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 2 | Sale (Partial) | Self | $15K – $50K | 23 |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 1 | Sale (Partial) | Self | $15K – $50K | 23 |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 4 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 4 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-08-19 | Verizon Communications Inc. Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-08-19 | Accenture plc Class A Ordinary Shares via Trust 2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-08-19 | Thermo Fisher Scientific Inc Common Stock via Trust 2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-08-19 | Johnson & Johnson Common Stock via Trust 2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-08-18 | Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares via Trust 2 | Purchase | Spouse | $50K – $100K | annual |
| 2025-08-18 | Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs via Trust 2 | Purchase | Spouse | $100K – $250K | annual |
| 2025-08-18 | Vanguard FTSE Developed Markets ETF via Trust 2 | Purchase | Spouse | $15K – $50K | annual |
| 2025-08-07 | Tree Care Partners via Investment Fund 1 | Purchase | Self | $50K – $100K | 12 |
| 2025-07-25 | MM Fox LP via Investment Fund 1 | Purchase | Self | $15K – $50K | 9 |
| 2025-07-25 | Kwikbit Inc via Investment Fund 1 | Purchase | Self | $50K – $100K | 9 |
| 2025-07-02 | Cliffwater Corporate Lending Fund Class I via Trust 7 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-15 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $250K – $500K | 291 |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] Further, I CERTIFY that via Trust 4 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock via Trust 2 | Sale (Full) | Self | $15K – $50K | 14 |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock via Trust 3 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | WEX Inc. common stock via Trust 3 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | WEX Inc. common stock via Trust 5 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | WEX Inc. common stock via Trust 4 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | United Parcel Service, Inc. Common Stock via Trust 5 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | United Parcel Service, Inc. Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | United Parcel Service, Inc. Common Stock via Trust 2 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 3 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 2 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 5 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 4 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | Nike, Inc. Common Stock via Trust 4 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | Nike, Inc. Common Stock via Trust 3 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | Houlihan Lokey, Inc. Class A Common Stock via Trust 5 | Sale (Full) | Self | $1,001 – $15K | 14 |
| 2025-06-04 | Nike, Inc. Common Stock via Trust 4 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock via Trust 4 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 4 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | WEX Inc. common stock via Trust 4 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock via Trust 2 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-06-04 | United Parcel Service, Inc. Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | Nike, Inc. Common Stock via Trust 3 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | Zebra Technologies Corporation - Class A Common Stock via Trust 3 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | ResMed Inc. Common Stock via Trust 3 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-06-04 | WEX Inc. common stock via Trust 3 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-05-09 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-05 | Aero Engineering Holdings LLC via Investment Fund 1 | Purchase | Self | $50K – $100K | 30 |
| 2025-04-28 | iShares Core MSCI EAFE ETF via Trust 1 | Purchase | Self | $15K – $50K | annual |
| 2025-04-28 | ResMed Inc. Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-04-25 | iShares Core MSCI EAFE ETF via Trust 4 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-25 | iShares Core MSCI EAFE ETF via Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-25 | Vanguard FTSE Developed Markets ETF via Trust 2 | Purchase | Spouse | $50K – $100K | annual |
| 2025-04-25 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-11 | iShares Core MSCI EAFE ETF via Trust 1 | Purchase | Self | $15K – $50K | annual |
| 2025-04-11 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-11 | Meta Platforms, Inc. - Class A Common Stock via Trust 2 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-11 | Broadcom Inc. - Common Stock via Trust 2 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-11 | Meta Platforms, Inc. - Class A Common Stock via Trust 1 | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-11 | Broadcom Inc. - Common Stock via Trust 1 | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-10 | SMX Industrial Solutions via Investment Fund 1 | Purchase | Self | $1,001 – $15K | 25 |
| 2025-04-10 | Ashted GRP PLC Unsp/adr via Trust 4 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-04-10 | iShares Core MSCI EAFE ETF via Trust 4 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-10 | iShares Core MSCI EAFE ETF via Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-10 | Vanguard FTSE Developed Markets ETF via Trust 2 | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-10 | iShares Core S&P Small-Cap ETF via Trust 1 | Sale (Full) | Self | $15K – $50K | annual |
| 2025-04-10 | Ashted GRP PLC Unsp/adr via Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-04-10 | Ashted GRP PLC Unsp/adr via Trust 2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-04-10 | Ashted GRP PLC Unsp/adr via Trust 1 | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-04-09 | iShares Core S&P Small-Cap ETF via Trust 4 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-04-09 | iShares Core S&P Small-Cap ETF via Trust 3 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-04-02 | Cliffwater Corporate Lending Fund Class I via Trust 7 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-28 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-28 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-28 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-24 | Meta Platforms, Inc. - Class A Common Stock via Trust 2 | Purchase | Self | $15K – $50K | 18 |
| 2025-03-24 | Meta Platforms, Inc. - Class A Common Stock via Trust 1 | Purchase | Self | $1,001 – $15K | 18 |
| 2025-03-24 | Meta Platforms, Inc. - Class A Common Stock via Trust 5 | Purchase | Self | $1,001 – $15K | 18 |
| 2025-03-24 | Meta Platforms, Inc. - Class A Common Stock via Trust 2 | Purchase | Spouse | $15K – $50K | annual |
| 2025-03-21 | Broadcom Inc. - Common Stock via Trust 5 | Purchase | Self | $1,001 – $15K | 21 |
| 2025-03-21 | Broadcom Inc. - Common Stock via Trust 1 | Purchase | Self | $1,001 – $15K | 21 |
| 2025-03-21 | Target Corporation Common Stock via Brokerage Account 1 | Sale (Full) | Self | $100K – $250K | 14 |
| 2025-03-21 | Target Corporation Common Stock via Retirement Account 1 | Sale (Full) | Self | $15K – $50K | 14 |
| 2025-03-21 | Target Corporation Common Stock via Brokerage Account 1 | Sale (Full) | Spouse | $100K – $250K | annual |
| 2025-03-21 | Target Corporation Common Stock via Retirement Account 1 (401k) | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-03-20 | United Parcel Service, Inc. Common Stock via Trust 5 | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | United Parcel Service, Inc. Common Stock via Trust 2 | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | United Parcel Service, Inc. Common Stock via Trust 1 | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | Merck & Company, Inc. Common Stock via Trust 2 | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | Diageo plc Common Stock via Trust 2 | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | Diageo plc Common Stock via Trust 5 | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | Diageo plc Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | D.R. Horton, Inc. Common Stock via Trust 1 | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | D.R. Horton, Inc. Common Stock via Trust 5 | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | CACI International, Inc. Class A Common Stock via Trust 2 | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | CACI International, Inc. Class A Common Stock via Trust 5 | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | CACI International, Inc. Class A Common Stock via Trust 1 | Sale (Full) | Self | $1,001 – $15K | 22 |
| 2025-03-20 | United Parcel Service, Inc. Common Stock via Trust 2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-20 | Merck & Company, Inc. Common Stock via Trust 2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-20 | Diageo plc Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-03-20 | CACI International, Inc. Class A Common Stock via Trust 2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-03-15 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $250K – $500K | 383 |
| 2025-03-14 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-10 | Monomyth Anonvion LLC via Investment Fund 1 | Purchase | Self | $15K – $50K | 25 |
| 2025-03-04 | US Treasury Note DTD 02/28/26 via Trust 5 | Purchase | Self | $15K – $50K | 38 |
| 2025-03-03 | Target Corporation Common Stock (TGT) [ST] 1 via Brokerage Account 1 | Purchase | Self | $1,001 – $15K | 32 |
| 2025-03-03 | Target Corporation Common Stock via Brokerage Account 1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-02-28 | US Treasury Note DTD 02/28/23 via Trust 5 | Sale (Full) | Self | $15K – $50K | 11 |
| 2025-02-28 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-02-20 | Intek Plastics LLC via Investment Fund 1 | Purchase | Self | $15K – $50K | 18 |
| 2025-02-18 | Rise & Puff Inc via Investment Fund 1 | Purchase | Self | $15K – $50K | 20 |
| 2025-02-14 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-01-31 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-01-27 | Aero Engineering Holdings LLC via Investment Fund 1 | Purchase | Self | $50K – $100K | 6 |
| 2025-01-24 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $500K – $1.0M | 9 |
| 2025-01-20 | Andersen Corporation via Investment Fund 1 | Sale (Partial) | Self | $500K – $1.0M | 437 |
| 2025-01-17 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-01-10 | Pathfinder 360 v.2 via Investment Fund 1 | Purchase | Self | $100K – $250K | 23 |
| 2025-01-10 | Pathfinder 360 v.2 via Investment Fund 1 | Purchase | Self | $100K – $250K | 23 |
| 2025-01-06 | Urban SKY via Investment Fund 1 | Purchase | Self | $15K – $50K | 27 |
| 2025-01-03 | BlackRock LifePath Index 2030 Port Insti Shs via Retirement Account 1 (401k) | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What Morrison's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,979,861 over the last 4 quarters, 77% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $349,809 | $28,540 | $44,619 | $578 | $17,766 | $441,312 |
| Q1 '26 | $371,868 | $21,194 | $38,816 | $64,033 | $77,773 | $573,685 |
| Q4 '25 | $416,474 | $19,048 | $37,921 | $18 | $16,775 | $490,236 |
| Q3 '25 | $383,363 | $25,838 | $24,565 | $85 | $40,777 | $474,629 |
| Q2 '25 | $350,282 | $12,943 | $26,168 | $1,227 | $21,444 | $412,064 |
| Q1 '25 | $277,240 | $3,617 | $19,461 | $2,765 | $14,036 | $317,118 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Hondl Megan
Chief of Staff
$179,450
Mills Taylor R.
District Director
$124,618
Smalley Elizabeth M.
Communications Director
$123,533
Wong Griffin M.
Legislative Director
$118,533
Puente Daniela
Senior Health Legis Asst
$83,533
Giesting Anna E.
Legislative Corr / Legislative
$77,950
Epperson Elsbeth E.
Scheduler · Director of Operations
$75,700
Manivel Michelle
Director of Outreach
$74,641
Sawyer Decontee J.
Director of Constituent Servic
$70,450
Sebora Caleb D.
Outreach Liaison
$70,400
All 43
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Hondl Megan | Chief of Staff | $179,450 | 4 |
| Mills Taylor R. | District Director | $124,618 | 4 |
| Smalley Elizabeth M. | Communications Director | $123,533 | 4 |
| Wong Griffin M. | Legislative Director | $118,533 | 4 |
| Puente Daniela | Senior Health Legis Asst | $83,533 | 4 |
| Giesting Anna E. | Legislative Corr / Legislative | $77,950 | 4 |
| Epperson Elsbeth E. | Scheduler · Director of Operations | $75,700 | 4 |
| Manivel Michelle | Director of Outreach | $74,641 | 4 |
| Sawyer Decontee J. | Director of Constituent Servic | $70,450 | 3 |
| Sebora Caleb D. | Outreach Liaison | $70,400 | 4 |
| Stallings Natalie | Constituent Advocate · Part-time Employee | $69,617 | 4 |
| Dailey Erin | Legislative Corr/staff Assist. | $68,700 | 4 |
| Heinz Madeline C. | Press Assistant | $64,367 | 4 |
| Vinnett Mya M. | Digital Director | $58,689 | 3 |
| Bowman Brett | Staff Assistant | $57,700 | 4 |
| Phillips Oscar N. | Staff Assistant | $41,980 | 3 |
| Lester Dean A. | Shared Employee | $24,306 | 4 |
| Nah Decontee J. | Director of Constituent Servic | $22,250 | 1 |
| Mills Samantha | Temporary Employee · Temporary Employee (overtime) | $22,103 | 2 |
| Greenwald Zachary C. | Staff Assistant | $18,689 | 2 |
| Olson Meredith | Digital Director | $15,644 | 1 |
| Gundberg Connor A. | Paid Intern - House Program | $5,800 | 2 |
| Kessler Brooke R. | Digital Manager | $4,600 | 1 |
| Jiggo Jamma | District Office Paid Intern - | $4,364 | 2 |
| Dharmadasa Maneesha S. | Paid Intern - House Program | $4,228 | 2 |
| Fu Allison S. | Paid Intern - House Program | $3,958 | 2 |
| Chamberlain Grace | Paid Intern - House Program | $3,800 | 2 |
| Lester Audrey | District Office Paid Intern - | $3,765 | 2 |
| Bowles Amelia A. | Paid Intern - House Program | $3,600 | 2 |
| Dawson Achsah H. | Paid Intern - House Program | $3,167 | 2 |
| Dondelinger Madison E. | District Office Paid Intern - | $3,120 | 2 |
| Abdullahi Hoda | District Office Paid Intern - | $3,120 | 2 |
| Trujillo Natalia M. | Paid Intern - House Program | $1,633 | 1 |
| Liddicoat Ellery P. | Paid Intern - House Program | $1,633 | 1 |
| Nachtman Nicholas | Paid Intern - House Program | $1,550 | 1 |
| Jorgenson Sophie | Paid Intern - House Program | $1,550 | 1 |
| Grandquist Robert W. | District Office Paid Intern - | $1,475 | 1 |
| Dejonge Emma | District Office Paid Intern - | $1,475 | 1 |
| Fossum-Wernick Maren | District Office Paid Intern - | $1,300 | 1 |
| Dunbar Marsara E. | District Office Paid Intern - | $1,175 | 1 |
| Zylstra Nicholas R. | District Office Paid Intern - | $1,141 | 1 |
| Lilja Annika L. | District Office Paid Intern - | $1,119 | 1 |
| Bozicevich Maya | District Office Paid Intern - | $1,088 | 1 |
Private funds
68private funds, LLCs and trusts with no ticker
29file a Form D with the SEC
0 of 4bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Hunter Street Partners, LP
3 funds · manages $313.0M · 4 private funds
$925K
Goldner Hawn LP
2 funds · manages $898.9M · 3 private funds
$825K
New Legacy Group, LLC
manages $1.3B · 29 private funds
$750K
Hunter Search Management, LLC
2 funds · manager per Form D
$550K
Darlington Partners Capital Management, LP
manages $3.3B · 2 private funds
$375K
Emko Industrial GP I LLC
manager per Form D
$375K
Emko Capital LLC
manager per Form D
$225K
MM Fox GP LLC
manager per Form D
$208K
AVA Holding Company, LLC
files a Form D
$175K
Mobile Pro Investors LLC
files a Form D
$175K
Pathfinder 360 Capital Pool I, LLC
files a Form D
$175K
TTCP Fund III, LP
files a Form D
$175K
Callanish Capital Partners LP
held from 2025
$15.0M
Investment Fund 1
trades went through it
$4.9M
Andersen Corporation
held from 2024
$3.0M
CC Turtle Fur Investors LLC
held from 2024
$375K
CPS Partners Fund LP
held from 2024
$375K
Odyssey Resorts LLC
held from 2024
$375K
Smart Asset Management, LLC
held from 2024
$175K
Taskray
held from 2024
$175K
The Dog Pound LLC
held from 2024
$175K
Trigon Pacific Terminals
held from 2024
$175K
Intek Plastics LLC
1 trades
$108K
Artistry in Motion, LLC
1 trades
$75K
When they bought in
Funds with a Form D, by how long after the fund's first sale (as its Form D gives it) Morrison first bought in. Amber: within 30 days either way, among a fund's first investors.
More than a month before
0 funds
Within 30 days
0 funds
1–6 months after
0 funds
6–12 months after
1 fund
1–3 years after
1 fund
Over 3 years after
2 funds
All 68, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Callanish Capital Partners LP | held 2025 | $5.0M – $25.0M | |||||||
| Investment Fund 1 trades went through it | 2025-01-06 | $3.0M – $6.8M | |||||||
| Andersen Corporation | held 2024 | $1.0M – $5.0M | |||||||
| Goldner Hawn Fund VII, LLP filed as Goldner Hawn Fund VII, L.P. | Goldner Hawn LP $898.9M managed | 2018, Delaware | Private Equity Fund | 43 | 2018-07-25 | held 2024 | $500K – $1.0M | ||
| New Legacy Opportunity Fund, LP | New Legacy Group, LLC $1.3B managed | 2021, Delaware | Venture Capital Fund | 45 | 2022-01-31 | held 2024 | $500K – $1.0M | ||
| CC Turtle Fur Investors LLC | held 2024 | $250K – $500K | |||||||
| CPS Partners Fund LP | held 2024 | $250K – $500K | |||||||
| Darlington Partners LP | Darlington Partners Capital Management, LP $3.3B managed | 2020, Oklahoma | $50K | 0 | held 2024 | $250K – $500K | |||
| EMKO Industrial Fund I LP | Emko Industrial GP I LLC | 2021, Delaware | Private Equity Fund | $500K | 56 | 2021-08-11 | held 2024 | $250K – $500K | |
| Hunter Search Capital Fund I, LLC | Hunter Search Management, LLC | 2020, Delaware | Private Equity Fund | 22 | 2020-10-30 | held 2024 | $250K – $500K | ||
| Hunter Street Fund I, LP | Hunter Street Partners, LP $313.0M managed | 2017, Delaware | Private Equity Fund | 42 | 2018-05-16 | held 2024 | $250K – $500K | ||
| Hunter Street RTL LP | Hunter Street Partners, LP $313.0M managed | 2021, Delaware | Private Equity Fund | $100K | 12 | 2021-12-01 | held 2024 | $250K – $500K | |
| Odyssey Resorts LLC | held 2024 | $250K – $500K | |||||||
| Aero Engineering Holdings LLC | Emko Capital LLC | 2021, Delaware | $8,145 | 19 | 2021-08-26 | 2025-01-27 | $100K – $200K | $50K – $100K | |
| MM Fox LP | MM Fox GP LLC | 2021, Delaware | Venture Capital Fund | 34 | 2021-03-16 | 2025-07-25 | $15K – $50K | $100K – $250K | |
| AVA Holding Company, LLC | 2023, Delaware | $75K | 15 | 2025-03-17 | held 2024 | $100K – $250K | |||
| Hunter Search Capital Fund II, LLC | Hunter Search Management, LLC | 2022, Delaware | Private Equity Fund | $500K | 66 | 2022-11-23 | held 2024 | $100K – $250K | |
| Hunter Street Fund II, LP | Hunter Street Partners, LP $313.0M managed | 2022, Delaware | Private Equity Fund | $100K | 51 | 2022-04-28 | held 2024 | $100K – $250K | |
| Mobile Pro Investors LLC | 2022, Delaware | 21 | 2022-06-27 | held 2024 | $100K – $250K | ||||
| Pathfinder 360 Capital Pool I, LLC | 2021, Delaware | Private Equity Fund | $3.0M | 38 | 2022-01-25 | held 2024 | $100K – $250K | ||
| Smart Asset Management, LLC | held 2024 | $100K – $250K | |||||||
| TTCP Fund III, LP | 2022, Delaware | Private Equity Fund | 41 | 2022-06-24 | held 2024 | $100K – $250K | |||
| Taskray | held 2024 | $100K – $250K | |||||||
| The Dog Pound LLC | held 2024 | $100K – $250K | |||||||
| Trigon Pacific Terminals | held 2024 | $100K – $250K | |||||||
| Vertica Capital Partners I, LP | Vertica Capital Management LLC | 2018, Delaware | Other Investment Fund | 47 | 2018-10-12 | held 2024 | $100K – $250K | ||
| Intek Plastics LLC | 2025-02-20 | $15K – $50K | $50K – $100K | ||||||
| Lazurite Holdings LLC | over 5 years, Ohio | 7 | 2024-12-26 | 2025-10-24 | $15K – $50K | $50K – $100K | |||
| Artistry in Motion, LLC | 2026-04-15 | $50K – $100K | |||||||
| Blackburn IM Ruttgers Holdco LLC | held 2024 | $50K – $100K | |||||||
| Cloverfields Core Alpha | held 2024 | $50K – $100K | |||||||
| Cloverfields Core Alpha International | held 2024 | $50K – $100K | |||||||
| Electric Hydrogen | 2020, Delaware | 25 | 2023-04-06 | held 2024 | $50K – $100K | ||||
| Goldner Hawn Fund VIII, LP | Goldner Hawn LP $898.9M managed | 2022, Delaware | Private Equity Fund | 33 | 2022-08-15 | held 2024 | $50K – $100K | ||
| Isee | held 2024 | $50K – $100K | |||||||
| MGT Partners, LLC | 2020, Delaware | 11 | 2024-09-13 | held 2024 | $50K – $100K | ||||
| Pelvital USA, Inc | over 5 years, Delaware | $100K | 5 | 2026-09-18 | held 2024 | $50K – $100K | |||
| Target Retirement 2035 Fund Class P | held 2025 | $50K – $100K | |||||||
| Tree Care Partners | 2025-08-07 | $50K – $100K | |||||||
| Tyro Absolute Return Fund LP | Tyro Partners, LLC | over 5 years, Delaware | Hedge Fund | $250K | 73 | 2015-07-27 | held 2024 | $50K – $100K | |
| Trust 5 trades went through it | 2025-03-04 | $30K – $100K | |||||||
| CC E-Cloth Investors M, LLC | held 2024 | $15K – $50K | |||||||
| CC Omnia Investors LLC | 2018, Delaware | $50K | 18 | 2018-12-28 | held 2024 | $15K – $50K | |||
| Callanish Capital LP | held 2024 | $15K – $50K | |||||||
| Callanish Capital Partners LP Management Company | held 2024 | $15K – $50K | |||||||
| Eads Bridge Holding Company, Inc | 2020, Delaware | 17 | 2020-11-30 | held 2024 | $15K – $50K | ||||
| Electra Beverages LLC | 2020, Delaware | $20K | 7 | 2023-04-14 | held 2024 | $15K – $50K | |||
| Faribault Mill | held 2024 | $15K – $50K | |||||||
| Highmount Companies LLC | held 2024 | $15K – $50K | |||||||
| Ioio.tv, LLC | held 2024 | $15K – $50K | |||||||
| KR Investment Partners II, LLC | KR Partners II, LLC | 2022, Delaware | Venture Capital Fund | 37 | 2022-08-31 | held 2024 | $15K – $50K | ||
| Kwikbit Inc | held 2024 | $15K – $50K | |||||||
| Monomyth Anonvion LLC | 2025-03-10 | $15K – $50K | |||||||
| Morari, Inc. | held 2024 | $15K – $50K | |||||||
| Pathfinder 360 Co-Invest Fund I, LLC | held 2024 | $15K – $50K | |||||||
| Pathfinder 360 v.2 | held 2024 | $15K – $50K | |||||||
| RMP EvidenceCare LLC | Rockmont IV MM SPV, LLC | 2023, Delaware | $7,500 | 6 | 2023-08-21 | held 2024 | $15K – $50K | ||
| Rise & Puff Inc | 2022, Delaware | 12 | 2023-01-03 | held 2024 | $15K – $50K | ||||
| Royal House Partners | held 2024 | $15K – $50K | |||||||
| SMX Industrial Solutions | held 2024 | $15K – $50K | |||||||
| Soltec Health | held 2024 | $15K – $50K | |||||||
| Trailhead Fund LP | held 2024 | $15K – $50K | |||||||
| TryCycle Data Systems Inc | held 2024 | $15K – $50K | |||||||
| Voyager Dental, Inc. | held 2024 | $15K – $50K | |||||||
| Camano | held 2024 | $1,001 – $15K | |||||||
| HM Companies LLC | 2023, Delaware | Private Equity Fund | 22 | 2023-08-22 | 2026-02-11 | $1,001 – $15K | |||
| Trust 2 trades went through it | $1,001 – $15K | ||||||||
| Trust 4 trades went through it | $1,001 – $15K |
How their trades did
Each of Morrison's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 89 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is below what chance gives at 30 days. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-10%-5.0%0+5.0%+10%
30 days later
89 trades · 52% beat the market
-0.7%
90 days later
82 trades · 59% beat the market
+4.3%
Before the public knew: between trading and first reporting a trade (a median of 14 days; 0% of them reported late), their trades moved +0.2% against the market, where the same trades on other days give -0.9% to +2.8%. Copying each on the day it was reported would have earned +1.1% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Mar 3, 2025: 3.2% a year against the S&P 500's 18.1%; copying the reports, 20.5%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Bought Broadcom Inc. (AVGO) 2025-04-11 · $1,001 – $15K · +12.6% against the market in 30 days, +34.2% in 90
- Bought Broadcom Inc. (AVGO) 2025-04-11 · $15K – $50K · +12.6% against the market in 30 days, +34.2% in 90
- Sold Accenture plc (ACN) 2025-08-19 · $15K – $50K · +9.9% against the market in 30 days, +9.7% in 90
Worst timed
- Sold CACI International, Inc. (CACI) 2025-03-20 · $1,001 – $15K · -22.1% against the market in 30 days, -17.0% in 90
- Sold CACI International, Inc. (CACI) 2025-03-20 · $1,001 – $15K · -22.1% against the market in 30 days, -17.0% in 90
- Sold CACI International, Inc. (CACI) 2025-03-20 · $1,001 – $15K · -22.1% against the market in 30 days, -17.0% in 90
Financial disclosures
36 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.