Kelly Morrison’s disclosed stock trades — and what copying them returned

Why there is no backtest figure here

Our leaderboard only publishes a copy-return once a member clears its own floors — enough disclosed buys that actually priced, over a long enough window. Kelly Morrisonhasn’t cleared them yet, so this page shows the filings and no invented number. That is the same rule the whole site runs on: abstain, never substitute.

Most-traded tickers

META (4) · UPS (3) · RMD (3) · AVGO (3) · TGT (3) · AJG (2) · ASHGY (2) · TMO (2) · ACN (2) · ZBRA (2)

Recent filings

The latest 41 disclosed trades, newest filing first. Both dates are shown because the gap between them is the whole story.

Full history, sorting and the CSV export live in Pulse. Open Congress in Pulse.

Hear about the next filing the day it lands

A filing is only useful in the days after it appears — exactly when nobody is watching the disclosure sites. Follow Kelly Morrison in Pulse and you get an email as soon as their next report is parsed: the trades in it, both dates, and how long they sat on it.

See plans All members and how the ranking works

Entries are at the first open AFTER the disclosure date — the earliest any copier could act. The member's own entry was up to 45 days earlier. Disclosed amounts are bands, not sizes; every position is sized at your chosen % of portfolio, which is not how the member sized it. Option purchases are copied as the underlying shares. A filing discloses no strike and no expiry, so an option cannot be mirrored — buying the stock is the closest a reader could get. It is 1.6% of all disclosed buys, but for some members it is a quarter to a half of everything they file, so their figure describes copying the filing rather than what the position itself did. Dividends are treated as reinvested (adjusted closes). Fees and taxes are not modeled. Positions are sized from equity at the time of each entry, so gains compound into later position sizes and most of the account sits in cash between filings. Read the drawdown next to the exposure figures: a portfolio that is mostly cash shows a small whole-portfolio drawdown even when its holdings fell hard. Absolute returns are model outputs, not achievable returns. Past disclosures are no promise of future filings — members stop trading, leave office, or file late in batches.