Congressional disclosures
Bernie Moreno
Recent disclosures
9 of 9 on record · Mar 17, 2025 to Jun 24, 2026| Asset | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| BofA Finance LLC Trigger Autocallable ContingeSelfAs filed: Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Bond | Sale (Full) | $1,001 - $15,000 | n/a | Jun 24, 2026 | Jul 24, 2026 | 30d |
| Canadian Imperial Bank of Commerce Trigger AutSelfAs filed: Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Bond | Sale (Full) | $1,001 - $15,000 | n/a | Jun 22, 2026 | Jul 24, 2026 | 32d |
| ETOReToro Group Ltd. - Class A Common SharesSelfFinancial Services | Stock | Sale (Full) | $100,001 - $250,000 | -20.7%S&P +3.9% · vs S&P 500 -24.6% | May 6, 2026 | May 22, 2026 | 16d |
| BofA Finance LLC Trigger Autocallable ContingeSelfAs filed: Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Bond | Purchase | $1,001 - $15,000 | n/a | Dec 19, 2025 | Jan 9, 2026 | 21d |
| Canadian Imperial Bank of Commerce Trigger AutSelfAs filed: Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Bond | Purchase | $1,001 - $15,000 | n/a | Dec 17, 2025 | Jan 9, 2026 | 23d |
| BitcoinSelfAs filed: Exchange/Platform : eToro | Crypto | Sale (Full) | $1,001 - $15,000 | n/a | Oct 31, 2025 | Nov 3, 2025 | 3d |
| GS Finance Corp. Trigger Autocallable ContingeSelfAs filed: Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note | Bond | Purchase | $1,001 - $15,000 | n/a | Oct 22, 2025 | Nov 3, 2025 | 12d |
| JP Morgan Chase Financial Company LLC Trigger SelfAs filed: Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note | Bond | Purchase | $1,001 - $15,000 | n/a | Apr 2, 2025 | Apr 24, 2025 | 22d |
| BEEPMobile Infrastructure CorpSelfIndustrials | Stock | Sale (Full) | $15,001 - $50,000 | -23.6%S&P +34.4% · vs S&P 500 -58.0% | Mar 17, 2025 | Apr 30, 2025 | 44d |
No disclosures of that kind among the 9 rows shown.
Showing the 9 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the member's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.
Estimated portfolio
7 holdings · $500,001 - $1,000,000 in total · estimate, as of Sep 10, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| SPYG | $100,001 - $250,000 | |
| SLYG | $50,001 - $100,000 | |
| MDY | $50,001 - $100,000 | |
| SPYD | $50,001 - $100,000 | |
| FEZ | $15,001 - $50,000 | |
| SLYV | $15,001 - $50,000 | |
| XLU | $15,001 - $50,000 |
The 7 largest of 7 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.
Year by year
buy volume against sale volume · range midpointsDisclosed volume per year the member traded, 2025 to 2026. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000.
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Questions
How many stock trades has Bernie Moreno disclosed?
Bernie Moreno has disclosed 9 transactions under the STOCK Act. This page lists the 9 most recent, covering Mar 17, 2025 to Jun 24, 2026.
How long does Bernie Moreno take to report a trade?
Across the disclosures shown here the median gap between the transaction and its publication is 22 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.
Which stocks does Bernie Moreno trade most?
In the disclosures shown here the most frequent tickers are BEEP, ETOR.
Which accounts do Bernie Moreno's disclosures name?
Of the 9 disclosures shown, 9 name the member's own account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.
Where does the estimated net worth on this page come from?
It is an estimate produced by a model, not a figure the member disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement of anyone's wealth. The methodology page sets out how it is built and what it leaves out.
How have the stocks moved since Bernie Moreno's trades?
Across the 2 priced rows shown, the median stock move from the trade date to the latest close we hold (Sep 10, 2026) is -22.2%. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 7 of the rows shown have no market price.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page.
Data as of Sep 10, 2026.
Most traded tickers
in the disclosures shown- BEEP1
- ETOR1