KM
Kelly Morrison
Portfolio Range
—
# Trades
29
# Tickers
8
Latest Filing
Aug 26 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
Saronic Technologies100.0%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 29 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| ACN | Accenture Plc Class A Ordinary Shares | Stock | Sale | $1K–$15K | +38.7% | Self | Aug 11 '26 | Aug 26 '26 |
| ACN | Accenture PLC | Stock | Sale | $15K–$50K | +38.7% | Spouse | Aug 11 '26 | Aug 26 '26 |
| SOLS | SOLSTICE ADVANCED MTRILS INC | Stock | Sale | $1K–$15K | -2.8% | Spouse | Aug 11 '26 | Aug 26 '26 |
| ACN | Accenture PLC | Stock | Sale | $1K–$15K | +38.7% | Self | Aug 11 '26 | Aug 26 '26 |
| MBGL | MOBILITY GLOBAL INC | Stock | Sale | $1K–$15K | — | Self | Aug 11 '26 | Aug 26 '26 |
| MBGL | MOBILITY GLOBAL INC | Stock | Sale | $1K–$15K | — | Spouse | Aug 11 '26 | Aug 26 '26 |
| ACN | Accenture PLC | Stock | Sale | $1K–$15K | +38.7% | Spouse | Aug 11 '26 | Aug 26 '26 |
| ACN | Accenture Plc Class A Ordinary Shares | Stock | Sale | $1K–$15K | +38.7% | Spouse | Aug 11 '26 | Aug 26 '26 |
| ACN | Accenture Plc Class A Ordinary Shares | Stock | Sale | $15K–$50K | +38.7% | Spouse | Aug 11 '26 | Aug 26 '26 |
| MBGL | Mobility Global Inc. Common Stock | Stock | Sale | $1K–$15K | — | Spouse | Aug 11 '26 | Aug 26 '26 |
| MBGL | Mobility Global Inc. Common Stock | Stock | Sale | $1K–$15K | — | Self | Aug 11 '26 | Aug 26 '26 |
| SOLS | Solstice Advanced Materials Inc. - Common Stock | Stock | Sale | $1K–$15K | -2.8% | Spouse | Aug 11 '26 | Aug 26 '26 |
| ACN | Accenture Plc Class A Ordinary Shares | Stock | Sale | $1K–$15K | +39.9% | Spouse | Aug 10 '26 | Aug 26 '26 |
| MBGL | Mobility Global Inc. Common Stock | Stock | Sale | $1K–$15K | — | Spouse | Aug 10 '26 | Aug 26 '26 |
| MBGL | Mobility Global Inc. Common Stock | Stock | Sale | $1K–$15K | — | Self | Aug 10 '26 | Aug 26 '26 |
| SOLS | Solstice Advanced Materials Inc. - Common Stock | Stock | Sale | $1K–$15K | -1.5% | Spouse | Aug 10 '26 | Aug 26 '26 |
| ACN | Accenture Plc Class A Ordinary Shares | Stock | Sale | $15K–$50K | +39.9% | Spouse | Aug 10 '26 | Aug 26 '26 |
| ACN | Accenture Plc Class A Ordinary Shares | Stock | Sale | $1K–$15K | +39.9% | Self | Aug 10 '26 | Aug 26 '26 |
| HONA | HONEYWELL AEROSPACE INC | Stock | Exchange | $15K–$50K | -25.8% | Spouse | Jun 29 '26 | Jul 31 '26 |
| — | Saronic Technologies | Stock | Buy | $15K–$50K | — | Self | Mar 09 '26 | Mar 10 '26 |
| AJG | Arthur J. Gallagher & Co. Common Stock | Stock | Sale | $15K–$50K | +17.5% | Self | Mar 08 '26 | Mar 10 '26 |
| MICC | The Magnum Ice Cream Company N.V. Ordinary Shares | Stock | Sale | $1K–$15K | +24.7% | Self | Mar 08 '26 | Mar 10 '26 |
| AJG | Arthur J. Gallagher & Co. Common Stock | Stock | Sale | $1K–$15K | +17.5% | Self | Mar 08 '26 | Mar 10 '26 |
| ASHGY | Ashtead Group PLC (2) | Stock | Exchange | $15K–$50K | — | Self | Dec 10 '25 | Jan 21 '26 |
| ASHGY | Ashtead Group PLC (1) | Stock | Exchange | $1K–$15K | — | Self | Dec 10 '25 | Jan 21 '26 |
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