Follow-The-Filings

Bernie Moreno

R-OH Senator for Ohio Republican In Congress since 2025

  • 9trades · 3 yrs
  • 4buys
  • 5sells
  • 22dmedian wait
  • 0filed late

Bernie Moreno disclosed 9 trades made since Oct 4, 2023: 4 buys and 5 sales. The latest, made Jun 24, 2026, was filed Jul 24, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells May 6, 2026 · Sale · ETOR · $100K–$250K · disclosed 16d laterMar 17, 2025 · Sale · BEEP · $15K–$50K · disclosed 44d laterJun 24, 2026 · Sale · BofA Finance LLC Trigger Au... · $1K–$15K · disclosed 30d laterJun 22, 2026 · Sale · Canadian Imperial Bank of C... · $1K–$15K · disclosed 32d laterDec 19, 2025 · Buy · BofA Finance LLC Trigger Au... · $1K–$15K · disclosed 21d laterDec 17, 2025 · Buy · Canadian Imperial Bank of C... · $1K–$15K · disclosed 23d laterOct 31, 2025 · Sale · Bitcoin Exchange/Platform: ... · $1K–$15K · disclosed 3d laterOct 22, 2025 · Buy · GS Finance Corp. Trigger Au... · $1K–$15K · disclosed 12d laterApr 2, 2025 · Buy · JP Morgan Chase Financial C... · $1K–$15K · disclosed 22d later
  • BEEP 1 trade 0 buy · 1 sell
  • ETOR 1 trade 0 buy · 1 sell

Trades

9 trades since Oct 4, 2023 · newest first · 2 in an industry a committee of theirs oversees

  1. BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note
    Other
    Sell
    $1K–$15K
    Traded Jun 24Filed Jul 24 30d
    ↗
  2. Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note
    Other
    Sell
    $1K–$15K
    Traded Jun 22Filed Jul 24 32d
    ↗
  3. ETOReToro Group Ltd. - Class A Common Shares
    Committee
    Sell
    $100K–$250K
    Traded May 6Filed May 22 16d
    ↗
  4. BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note
    Other
    Buy
    $1K–$15K
    Traded Dec 19, 2025Filed Jan 9 21d
    ↗
  5. Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note
    Other
    Buy
    $1K–$15K
    Traded Dec 17, 2025Filed Jan 9 23d
    ↗
  6. Bitcoin Exchange/Platform: eToro
    Crypto
    Sell
    $1K–$15K
    Traded Oct 31, 2025Filed Nov 3, 2025 3d
    ↗
  7. GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note
    Other
    Buy
    $1K–$15K
    Traded Oct 22, 2025Filed Nov 3, 2025 12d
    ↗
  8. JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note
    Other
    Buy
    $1K–$15K
    Traded Apr 2, 2025Filed Apr 24, 2025 22d
    ↗
  9. BEEPMobile Infrastructure Corp
    Committee
    Sell
    $15K–$50K
    Traded Mar 17, 2025Filed Apr 30, 2025 44d
    ↗

Reported holdings

2025 annual report · filed Aug 11, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$47.9M–$219M sum of 52 disclosed ranges
  • Real estate 21
  • Private business 11
  • Cash 4
  • Fund 10
  • Other 6
  1. CondoReal estateSelf$5M–$25MSame band
  2. CondoReal estateSpouse$5M–$25MSame band
  3. Residential Real EstateReal estateSelf$5M–$25MSame band
  4. Unimproved LandReal estateSelf$5M–$25MSame band
  5. Unimproved LandReal estateSpouse$5M–$25MSame band
  6. AutoTech Fund II, LPPrivate businessSelf$1M–$5MSame band
  7. CF BankCashSelf$1M–$5MSame band
  8. Commercial Real EstateReal estateSelf$1M–$5MSame band
  9. Commercial Real EstateReal estateSelf$1M–$5MSame band
  10. Commercial Real EstateReal estateSpouse$1M–$5MSame band
  11. Commercial Real EstateReal estateSpouse$1M–$5MSame band
  12. Eastchester, NY Single Family HomeReal estateSpouse$1M–$5MSame band
  13. Historic Investment Fund 2019 (QP), LLCPrivate businessSelf$1M–$5MSame band
  14. KeyBank National AssociationCashSelf$1M–$5M▲ $500K–$1M
  15. Narya Capital Fund, LPPrivate businessSelf$1M–$5MSame band
  16. Residential Real EstateReal estateSelf$1M–$5M▼ $5M–$25M
  17. Residential Real EstateReal estateSelf$1M–$5M▼ $5M–$25M
  18. Residential real estateReal estateSpouse$1M–$5MSame band
  19. Single Family HomeReal estateSelf$1M–$5MSame band
  20. Single Family HomeReal estateSpouse$1M–$5MSame band
  21. Yellowstone Housing Opportunities Fund III, LPFundSelf$1M–$5MSame band
  22. Dixon CA Single Family HomeReal estateSpouse$500K–$1MSame band
  23. ImmunaiPrivate businessSelf$500K–$1MSame band
  24. KeyBank National AssociationCashSpouse$500K–$1MSame band
  25. Residential Real EstateReal estateSelf$500K–$1M▼ $5M–$25M
  26. Residential Real EstateReal estateSelf$500K–$1M▼ $5M–$25M
  27. Residential Real EstateReal estateSelf$500K–$1M▼ $5M–$25M
  28. Residential Real EstateReal estateSpouse$500K–$1M▼ $1M–$5M
  29. Residential Real EstateReal estateSpouse$500K–$1M▼ $1M–$5M
  30. eToroPrivate businessSelf$500K–$1MSame band
  31. iAngels Ingenuity Fund, LPPrivate businessSelf$500K–$1MSame band
  32. iAngels Technologies, LPPrivate businessSelf$500K–$1MSame band
  33. Cardone Equity Fund XV, LLCPrivate businessSelf$250K–$500KSame band
  34. NAD, HV LLCPrivate businessSelf$250K–$500KSame band
  35. Treatment Technologies & Insights, LLCPrivate businessSelf$250K–$500KSame band
  36. Fund 0 A Series of Comeback Capital, LPPrivate businessSelf$100K–$250KSame band
  37. SPYGSPDR S&P 500 Growth Portfolio ETFFundSelf$100K–$250KSame band
  38. SPYDSPDR S&P 500 High Dividend Portfolio ETFFundSelf$100K–$250K▲ $50K–$100K
  39. FEZEuro Stoxx 50 ETF SPDRFundSelf$50K–$100K▲ $15K–$50K
  40. XLUS&P 500 Utilities Sector SPDRFundSelf$50K–$100K▲ $15K–$50K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

  • Alliance Bernstein Liquidation Proceeds $1M–$5M
  • AllianceBernstein Securitized Asset Fund (Del... $1M–$5M
  • Jeevz DAC LLC $1M–$5M
  • Jeevz DAC LLC $1M–$5M
  • Ohio Opportunity Zone Tax Credit $250K–$500K
  • Barclays Bank 12/23/2027 $1K–$15K
  • Canadian Imperial Bank 1/3/25 $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Aug 11, 2026 2025 annual report 52 assets View original
  2. Jul 24, 2026 Periodic transaction report 2 trades View original
  3. May 22, 2026 Periodic transaction report 1 trade View original
  4. Jan 9, 2026 Periodic transaction report 2 trades View original
  5. Nov 3, 2025 Periodic transaction report 2 trades View original
  6. Aug 13, 2025 2024 annual report 68 assets View original
  7. Apr 30, 2025 Periodic transaction report 1 trade View original
  8. Apr 24, 2025 Periodic transaction report 1 trade View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.