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Financial disclosures · Stock trades

Kelly Morrison

Periodic transaction report filed April 2, 2026, MN03. Member page · The Clerk's PDF (document 20034213)

10
Transactions
from a 2-page report
3
Purchases
7
Sales
full and partial
8
Reported late
past the 30-day or 45-day deadline

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Jan 20, 2025 Mar 19, 2026 late $500,001 to $1,000,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
2 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Mar 15, 2025 Mar 19, 2026 late $250,001 to $500,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
3 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Jun 15, 2025 Mar 19, 2026 late $250,001 to $500,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
4 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Sep 15, 2025 Mar 19, 2026 late $100,001 to $250,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
5 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Oct 15, 2025 Mar 19, 2026 late $50,001 to $100,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
6 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Jan 20, 2026 Mar 19, 2026 late $250,001 to $500,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
7 Member Andersen Corporation (Ownership interest (holding investments)) Sale (partial) Mar 15, 2026 Mar 19, 2026 $100,001 to $250,000 Subholding of Investment Fund 1. Window Manufacturer, Bayport, WI.
8 Member Cavall (Ownership interest (holding investments)) Purchase Dec 22, 2025 Dec 22, 2025 late $1,001 to $15,000 Subholding of Investment Fund 1. Sports Software, London, UK.
9 Member FluxAI (Ownership interest (holding investments)) Purchase Dec 22, 2025 Dec 22, 2025 late $15,001 to $50,000 Subholding of Investment Fund 1. AI Hardware Engineer, San Francisco, CA.
10 Member StarCloud (Ownership interest (holding investments)) Purchase Mar 15, 2026 Mar 15, 2026 $15,001 to $50,000 Subholding of Investment Fund 1. Data Centers, Redmond, WA.

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 and the Clerk's filing date with the STOCK Act's deadlines (30 days after notification, never more than 45 days after the trade) and is not an ethics finding.

All of Kelly Morrison's reported trades Their filings

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