Senate · Republican · OH · in the Senate since 2025 · Latest annual report · www.moreno.senate.gov
| Company | Buys | Sells | Last trade |
|---|---|---|---|
| Canadian Imperial Bank of Commerce | 1 | 1 | Jun 22, 2026 |
| eToro Group Ltd | 0 | 1 | May 6, 2026 |
From the annual report filed Aug 11, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Condo | $5M – $25M | Spouse |
| Residential Real Estate | $5M – $25M | Self |
| Unimproved Land | $5M – $25M | Spouse |
| Unimproved Land | $5M – $25M | Self |
| Condo | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 24, 2026 | Not linked to a company BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Sale · Other | $1K – $15K | Self | Filing |
| Jun 22, 2026 | Canadian Imperial Bank of Commerce | Sale · Other | $1K – $15K | Self | Filing |
| May 6, 2026 | eToro Group Ltd | Sale · Stock | $100K – $250K | Self | Filing |
| Dec 19, 2025 | Not linked to a company BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Buy · Other | $1K – $15K | Self | Filing |
| Dec 17, 2025 | Canadian Imperial Bank of Commerce | Buy · Other | $1K – $15K | Self | Filing |
| Oct 31, 2025 | Not linked to a company Bitcoin Exchange/Platform : eToro | Sale | $1K – $15K | Self | Filing |
| Oct 22, 2025 | Not linked to a company GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note | Buy · Other | $1K – $15K | Self | Filing |
| Apr 2, 2025 | Not linked to a company JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note | Buy · Other | $1K – $15K | Self | Filing |
| Mar 17, 2025 | Mobile Infrastructure Corp | Sale · Stock | $15K – $50K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Oct 24, 2025 | The Utilities Select Sector SPDR Fund | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 11, 2026 |
| Oct 24, 2025 | SPDR(R) Portfolio S&P 500 High Dividend ETF | Buy | $15K – $50K | Self | 2025 Annual Report filed Aug 11, 2026 |
| Oct 24, 2025 | State Street SPDR S&P MIDCAP 400 ETF Trust | Buy | $15K – $50K | Self | 2025 Annual Report filed Aug 11, 2026 |
| Oct 24, 2025 | SPDR(R) Portfolio S&P 500 Growth ETF | Partial sale | $15K – $50K | Self | 2025 Annual Report filed Aug 11, 2026 |
| Oct 24, 2025 | SPDR(R) S & P 600 Small Cap Value ETF | Buy | $15K – $50K | Self | 2025 Annual Report filed Aug 11, 2026 |
From Bernie Moreno's filings with the Senate. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
Loading...
