CapitolMarkets
Bernie Moreno
U.S. Senator

Bernie Moreno

RSenateOhio

U.S. Senator (R) for Ohio.

Tenure
Senator since 2024
Prior career
  • founder
  • chief executive
Full biography

MORENO, Bernardo (Bernie), a Senator from Ohio; born in Bogotá, Colombia, February 14, 1967; graduated Pinecrest Academy in Florida, 1985; B.A., business, University of Michigan, 1989; car dealership and technology company founder and chief executive officer; elected as a Republican to the United States Senate in 2024 for the term ending January 3, 2031.

Source: U.S. Congress Bioguide / public-record corporate filings.

Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
Not scored · bond-heavy
Senate rank
#16/25
2
Total trades
$175K
Volume YTD
Avg hold
0
Conflicts

Public financial disclosure

Self-reported via the Senate EFD annual disclosure — values are disclosed as ranges, not exact dollars.

Disclosed net worth
7 sector overlaps
$39.8M $230.3M
Assets minus liabilities, summed across the 25+ disclosed positions.
Liabilities
$2.8M$11.5M
Form
Annual Report
Filed
August 2025
Holdings in agency’s regulated sectors

Disclosed positions whose sector overlaps with this agency’s jurisdiction. Structural — not an accusation of wrongdoing. Cabinet officials typically divest these at confirmation.

  • Narya Capital Fund, LP$1,000,001 - $5,000,000
    Financial ServicesSenator on 3 committees including Committee on Homeland Security and Governmental Affairs holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • CF Bank$1,000,001 - $5,000,000
    Financial ServicesSenator on 3 committees including Committee on Homeland Security and Governmental Affairs holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • Fund 0 A Series of Comeback Capital, LP$100,001 - $250,000
    Financial ServicesSenator on 3 committees including Committee on Homeland Security and Governmental Affairs holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • Barclays Bank 12/23/2027$1,001 - $15,000
    Financial ServicesSenator on 3 committees including Committee on Homeland Security and Governmental Affairs holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • Canadian Imperial Bank 1/3/25$1,001 - $15,000
    Financial ServicesSenator on 3 committees including Committee on Homeland Security and Governmental Affairs holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • Barclays Bank PLC 2/16/28$1,001 - $15,000
    Financial ServicesSenator on 3 committees including Committee on Homeland Security and Governmental Affairs holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
View original filing (PDF)
Largest holdings
  1. 1.Condo$5,000,001 - $25,000,000
  2. 2.Unimproved Land$5,000,001 - $25,000,000
  3. 3.Unimproved Land$5,000,001 - $25,000,000
  4. 4.Residential Real Estate$5,000,001 - $25,000,000
  5. 5.Condo$5,000,001 - $25,000,000
  6. 6.Residential real estate$1,000,001 - $5,000,000
  7. 7.Residential Real Estate$1,000,001 - $5,000,000
  8. 8.Yellowstone Housing Opportunities Fund III, LP$1,000,001 - $5,000,000
  9. 9.Residential Real Estate$1,000,001 - $5,000,000
  10. 10.Single Family Home$1,000,001 - $5,000,000
  11. 11.Eastchester, NY Single Family Home$1,000,001 - $5,000,000
  12. 12.AutoTech Fund II, LP$1,000,001 - $5,000,000
  13. 13.CF BankFinancial Services$1,000,001 - $5,000,000
  14. 14.Single Family Home$1,000,001 - $5,000,000
  15. 15.Jeevz DAC LLC$1,000,001 - $5,000,000
  16. 16.Historic Investment Fund 2019 (QP), LLC$1,000,001 - $5,000,000
  17. 17.Alliance Bernstein Liquidation Proceeds$1,000,001 - $5,000,000
  18. 18.Commercial Real Estate$1,000,001 - $5,000,000
  19. 19.Commercial Real Estate$1,000,001 - $5,000,000
  20. 20.Narya Capital Fund, LPFinancial Services$1,000,001 - $5,000,000
  21. 21.AllianceBernstein Securitized Asset Fund (Delaware) LP CL B$1,000,001 - $5,000,000
  22. 22.Jeevz DAC LLC$1,000,001 - $5,000,000
  23. 23.KeyBank National Association$500,001 - $1,000,000
  24. 24.Residential Real Estate$500,001 - $1,000,000
  25. 25.Commercial Real Estate$500,001 - $1,000,000

Track record by window

Past month
Gross flow$175K
Trades1
Bought / Sold0·1
Open book0%
Year to date
Gross flow$175K
Trades1
Bought / Sold0·1
Open book0%
1 year
Gross flow$207K
Trades5
Bought / Sold3·2
Open book60%
5 years
Gross flow$247.5K
Trades7
Bought / Sold4·3
Open book57%

Disclosed trades · 2

All filings →
Filed May 22, 2026·traded May 6, 2026
sold
E
eToro Group Ltd. - Class A Common Shares(ETOR)$100K-$250K
16 days to discloseprice pending
Filed Apr 30, 2025·traded Mar 17, 2025
sold
B
Mobile Infrastructure Corp(BEEP)$15K-$50K
44 days to discloseprice pending

Oversight committees · 4

Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.

Recent legislative activity · 40 bills

20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.