Congressional disclosures
Bernie Moreno
Latest disclosure: sold a bond, $1,001 - $15,000, on Jun 24, 2026, filed Jul 24 (30 days).
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Recent disclosures
9 of 9 on record · traded Mar 17, 2025 to Jun 24, 2026Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Asset | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| BofA Finance LLC Trigger Autocallable Contingent Yield NotesSelfAs 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 Autocallable Contingent Yield NotesSelfAs 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 | -38.0%After the saleS&P 500 +3.6% · -41.6 pts vs S&P 500 | May 6, 2026 | May 22, 2026 | 16d |
| BofA Finance LLC Trigger Autocallable Contingent Yield NotesSelfAs 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 Autocallable Contingent Yield NotesSelfAs 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 Contingent Yield NoteSelfAs 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 Autocallable Contingent Yield…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 | -33.9%After the saleS&P 500 +34.0% · -67.9 pts vs S&P 500 | Mar 17, 2025 | Apr 30, 2025 | 44d |
No disclosures of that kind among the 9 rows shown.
Showing the 9 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Bernie Moreno's trades in the browser, every line of every report.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.
Estimated portfolio
7 holdings · $500,001 - $1,000,000 in total · estimate, as of Oct 25, 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 |
All 7 estimated holdings. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.
Year by year
buy volume against sale and exchange volume · range midpoints- 2026
- 2025
Disclosed 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. The sale side also counts exchanges, including shares received in a spin-off or merger.
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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?
In the filings on record the median gap between a trade and its disclosure is 22 days. The STOCK Act allows up to 45.
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?
A model's estimate, not a figure the member filed. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure 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 (figures as of Oct 26, 2026) is -36.0%. 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 figure in our data.
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. How these reports work is explained in our guide to STOCK Act reports.
Data as of Oct 26, 2026.