Kelly Louise Morrison

Periodic transaction report filed March 2, 2026, MN03. Member page · The Clerk's PDF (document 20034082)

Transactions

on 1 page

Purchases

Sales

full and partial

Reported late

more than 45 days after the trade

Transactions as filed

in the order they appear on the form

#	Owner	Asset	Type	Trade date	Notified	Amount	Notes
1	Member	Axiom Quant Inc. (dba Axiom Math) (Ownership interest (holding investments))	Purchase	Feb 11, 2026	Feb 11, 2026	$15,001 to $50,000	New. Subholding of Investment Fund 1. San Francisco, CA
2	Member	HM Companies LLC (Ownership interest (holding investments))	Purchase	Feb 11, 2026	Feb 11, 2026	$1,001 to $15,000	New. Subholding of Investment Fund 1. Boca Raton, FL

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Kelly Morrison's reported trades Their filings