U.S. Representative
Byron Donalds
RHouseFlorida · District 19
U.S. Representative (R) for Florida, 48 years old.
Tenure
Representative since 2021
Born
Brooklyn, Kings County, N.Y., 1978
Education
- B.A. Florida State University (2002)
Full biography
DONALDS, Byron, a Representative from Florida; born in Brooklyn, Kings County, N.Y., October 28, 1978; graduated from Nazareth Regional High School, Brooklyn, N.Y., 1996; attended Florida A&M University, Tallahassee, Fla., 1996-1999; B.A., Florida State University, Tallahassee, Fla., 2002; financial advisor; member of the Florida state house of representatives, 2016-2020; unsuccessful candidate for nomination to the One Hundred Thirteenth Congress in 2012; elected as a Republican to the One Hundred Seventeenth and to the two succeeding Congresses (January 3, 2021-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
Return YTD
Up 32.2%
Net Profit YTD
+$30.9K
▲ Beating S&P 500 by 14.5 ptsLikely managed account
26 priced trades counted
Profitable trades
31%
House rank
#36/85
100
Total trades
$216K
Volume YTD
144d
Avg hold
62
Conflicts
Public financial disclosure
Self-reported on House Form A — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 39 sector overlaps$2.1M – $11.1M
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $15K–$50K
- Form
- Amendment Report 2023
- 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.
- Inspira Financial IRA$50,001 - $100,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- MAMastercard Incorporated$1,001 - $15,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- HUMHumana Inc. Common Stock$1,001 - $15,000HealthcareRepresentative on 4 committees including Committee on Financial Services holds Healthcare-sector security; this committee has substantive jurisdiction over this sector.
- HUMHumana Inc. Common Stock$1,001 - $15,000HealthcareRepresentative on 4 committees including Committee on Financial Services holds Healthcare-sector security; this committee has substantive jurisdiction over this sector.
- FDSFactSet Research Systems Inc.$1,001 - $15,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- TTTrane Technologies plc$1,001 - $15,000IndustrialsRepresentative on 4 committees including Committee on Financial Services holds Industrials-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.Optima Management Services, LLC$1,000,001 - $5,000,000
- 2.OptimaEd, LLC$1,000,001 - $5,000,000
- 3.Inspira Financial IRA⚑Financial Services$50,001 - $100,000
- 4.FRS 2045 Retirement Fund$15,001 - $50,000
- 5.HWMHowmet Aerospace Inc.$1,001 - $15,000
- 6.Cash$1,001 - $15,000
- 7.HUMHumana Inc. Common Stock⚑Healthcare$1,001 - $15,000
- 8.ZTSZoetis Inc. Class A$1,001 - $15,000
- 9.MAMastercard Incorporated⚑Financial Services$1,001 - $15,000
- 10.MNSTMonster Beverage Corporation$1,001 - $15,000
- 11.HWMHowmet Aerospace Inc.$1,001 - $15,000
- 12.FDSFactSet Research Systems Inc.⚑Financial Services$1,001 - $15,000
- 13.TTTrane Technologies plc⚑Industrials$1,001 - $15,000
- 14.PHParker-Hannifin Corporation⚑Industrials$1,001 - $15,000
- 15.GMGeneral Motors Company$1,001 - $15,000
- 16.LMTLockheed Martin Corporation⚑Defense$1,001 - $15,000
- 17.LMTLockheed Martin Corporation⚑Defense$1,001 - $15,000
- 18.BMYBristol-Myers Squibb Company$1,001 - $15,000
- 19.HUMHumana Inc. Common Stock⚑Healthcare$1,001 - $15,000
- 20.MOHMolina Healthcare Inc⚑Healthcare$1,001 - $15,000
- 21.MSFTMicrosoft Corporation - Common Stock⚑Technology$1,001 - $15,000
- 22.NVDANVIDIA Corporation - Common Stock⚑Technology$1,001 - $15,000
- 23.JPMJP Morgan Chase & Co. Common Stock⚑Banking$1,001 - $15,000
- 24.MOHMolina Healthcare Inc⚑Healthcare$1,001 - $15,000
- 25.DTDynatrace, Inc. Common Stock$1,001 - $15,000
Track record by window
Year to date
+$30.9K
+32.2%
Gross flow$216K
Trades27
Bought / Sold12·15
Open book44%
Public-record gap+6.8%
1 year
+$65.8K
+24.2%
Gross flow$576K
Trades72
Bought / Sold35·37
Open book49%
Public-record gap+19.6%
5 years
+$85.1K
+14.0%
Gross flow$1.2M
Trades156
Bought / Sold78·78
Open book50%
Public-record gap+11.4%
Best call · 1Y
↑bought
Lam Research (LRCX)+$19.3K(+241.3%)
Bought at $99.15 on Aug 7, 2025 · now $338.42
Stock (LRCX)
Worst call · 1Y
↑bought
Trade Desk (TTD)−$4.9K(-61.6%)
Bought at $54.09 on Oct 9, 2025 · now $20.80
Common Stock (TTD)
Disclosed trades · 100
All filings →●Filed May 13, 2026·traded Apr 2, 2026
↓sold
SP Intuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
41 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+36.1% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↓soldIntuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
41 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+36.1% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↑bought
M
Stock (MRVL)(MRVL)$1K-$15K41 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$15.6K+195.2%
+159.1% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↑bought
M
Stock (MRVL)(MRVL)$1K-$15K41 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$15.6K+195.2%
+159.1% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↓sold
Stock (CMG)(CMG)$1K-$15K
41 days to disclose
Flat·+0.0%
+10.4% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↑bought
SP Eli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
41 days to disclose
Good buy·+$1K+12.8%
+11.7% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↑boughtEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
41 days to disclose
Good buy·+$1K+12.8%
+11.7% vs S&P 500●Filed May 13, 2026·traded Apr 2, 2026
↓soldStock (CMG)(CMG)$1K-$15K
41 days to disclose
Flat·+0.0%
+10.4% vs S&P 500●Filed Apr 8, 2026·traded Mar 20, 2026
↑bought
Netflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
19 days to disclose
⚑ Telecom · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$759-9.5%
−12.5% vs S&P 500●Filed Apr 8, 2026·traded Mar 20, 2026
↓soldCommon Stock (TTD)(TTD)$1K-$15K
19 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+36.8% vs S&P 500●Filed Apr 8, 2026·traded Mar 20, 2026
↓soldCommon Stock (TTD)(TTD)$1K-$15K
19 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+36.8% vs S&P 500●Filed Apr 8, 2026·traded Mar 20, 2026
↑boughtNetflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
19 days to disclose
⚑ Telecom · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$759-9.5%
−12.5% vs S&P 500●Filed Apr 8, 2026·traded Mar 13, 2026
↑bought
Stock (PYPL)(PYPL)$1K-$15K
26 days to disclose
⚑ Financial Services · Committee on Financial ServicesGood buy·+$244+3.1%
−3.0% vs S&P 500●Filed Apr 8, 2026·traded Mar 13, 2026
↑boughtStock (PYPL)(PYPL)$1K-$15K
26 days to disclose
⚑ Financial Services · Committee on Financial ServicesGood buy·+$244+3.1%
−3.0% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↓soldStock (PYPL)(PYPL)$1K-$15K
24 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−3.2% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↓sold
Brown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
24 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−3.2% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↓soldBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
24 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−3.2% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↑boughtCommon Stock (TTD)(TTD)$1K-$15K
24 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$2.1K-26.1%
−56.0% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↑boughtCommon Stock (TTD)(TTD)$1K-$15K
24 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$2.1K-26.1%
−56.0% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↑bought
ServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
24 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$1.4K+17.8%
−12.1% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↑boughtServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
24 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$1.4K+17.8%
−12.1% vs S&P 500●Filed Mar 6, 2026·traded Feb 10, 2026
↓soldStock (PYPL)(PYPL)$1K-$15K
24 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−3.2% vs S&P 500●Filed Feb 12, 2026·traded Jan 8, 2026
↓soldCommon Stock (TTD)(TTD)$1K-$15K
35 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+28.4% vs S&P 500●Filed Feb 12, 2026·traded Jan 8, 2026
↓soldCommon Stock (TTD)(TTD)$1K-$15K
35 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+28.4% vs S&P 500●Filed Feb 12, 2026·traded Jan 8, 2026
↓sold
Common Stock (PH)(PH)$1K-$15K
35 days to disclose
Flat·+0.0%
+8.8% vs S&P 500●Filed Feb 12, 2026·traded Jan 8, 2026
↓sold
H
Stock (HWM)(HWM)$1K-$15K35 days to disclose
Flat·+0.0%
+0.9% vs S&P 500●Filed Jan 7, 2026·traded Dec 4, 2025
↑bought
F
Stock (FIX)(FIX)$1K-$15K34 days to disclose
Good buy·+$8K+100.2%
+87.8% vs S&P 500●Filed Jan 7, 2026·traded Dec 4, 2025
↑bought
F
Stock (FIX)(FIX)$1K-$15K34 days to disclose
Good buy·+$8K+100.2%
+87.8% vs S&P 500●Filed Jan 7, 2026·traded Dec 4, 2025
↓sold
Abbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
34 days to disclose
Flat·+0.0%
−3.5% vs S&P 500●Filed Jan 7, 2026·traded Dec 4, 2025
↓soldAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
34 days to disclose
Flat·+0.0%
−3.5% vs S&P 500●Filed Nov 18, 2025·traded Oct 24, 2025
↑boughtBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
25 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$2.9K-36.0%
−33.7% vs S&P 500●Filed Nov 18, 2025·traded Oct 24, 2025
↑bought
P
Progressive Corporation (PGR)(PGR)$1K-$15K25 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$814-10.2%
−7.8% vs S&P 500●Filed Nov 18, 2025·traded Oct 23, 2025
↓sold
H
Stock (HWM)(HWM)$1K-$15K26 days to disclose
Flat·+0.0%
+6.4% vs S&P 500●Filed Nov 18, 2025·traded Oct 23, 2025
↓sold
H
Stock (HWM)(HWM)$1K-$15K26 days to disclose
Flat·+0.0%
+6.4% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtCommon Stock (TTD)(TTD)$1K-$15K
40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$4.9K-61.6%
−89.1% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
P
Progressive Corporation (PGR)(PGR)$1K-$15K40 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$1.5K-18.7%
−16.0% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
P
Progressive Corporation (PGR)(PGR)$1K-$15K40 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$1.5K-18.7%
−16.0% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtStock (CMG)(CMG)$1K-$15K
40 days to disclose
Bad buy·−$2.4K-30.0%
−31.6% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtStock (CMG)(CMG)$1K-$15K
40 days to disclose
Bad buy·−$2.4K-30.0%
−31.6% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
Carnival Corporation Common Stock (CCL)(CCL)$1K-$15K
40 days to disclose
Bad buy·−$262-3.3%
−4.8% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtCarnival Corporation Common Stock (CCL)(CCL)$1K-$15K
40 days to disclose
Bad buy·−$262-3.3%
−4.8% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
F
(FTNT)(FTNT)$1K-$15K40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$5.4K+68.0%
+40.4% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
F
(FTNT)(FTNT)$1K-$15K40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$5.4K+68.0%
+40.4% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
40 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$3.3K-41.1%
−38.3% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
40 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$3.3K-41.1%
−38.3% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
T
Common Stock (TW)(TW)$1K-$15K40 days to disclose
Good buy·+$49+0.6%
−11.2% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑bought
T
Common Stock (TW)(TW)$1K-$15K40 days to disclose
Good buy·+$49+0.6%
−11.2% vs S&P 500●Filed Nov 18, 2025·traded Oct 9, 2025
↑boughtCommon Stock (TTD)(TTD)$1K-$15K
40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$4.9K-61.6%
−89.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
F
Fiserv, Inc. Common Stock (FI)(FI)$1K-$15K33 days to discloseprice pending
⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence●Filed Oct 7, 2025·traded Sep 4, 2025
↓soldBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
33 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−4.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓soldBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
33 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−4.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓soldStock (CMG)(CMG)$1K-$15K
33 days to disclose
Flat·+0.0%
+1.6% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓soldStock (CMG)(CMG)$1K-$15K
33 days to disclose
Flat·+0.0%
+1.6% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
F
(FTNT)(FTNT)$1K-$15K33 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+41.0% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
F
(FTNT)(FTNT)$1K-$15K33 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+41.0% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↑bought
I
Stock (IDXX)(IDXX)$1K-$15K33 days to disclose
Bad buy·−$1.2K-14.5%
−22.6% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↑bought
I
Stock (IDXX)(IDXX)$1K-$15K33 days to disclose
Bad buy·−$1.2K-14.5%
−22.6% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
M
Stock (MOH)(MOH)$1K-$15K33 days to disclose
Flat·+0.0%
+8.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
M
Stock (MOH)(MOH)$1K-$15K33 days to disclose
Flat·+0.0%
+8.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
P
Progressive Corporation (PGR)(PGR)$1K-$15K33 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−4.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
P
Progressive Corporation (PGR)(PGR)$1K-$15K33 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−4.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓soldCommon Stock (TTD)(TTD)$1K-$15K
33 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+41.0% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓soldCommon Stock (TTD)(TTD)$1K-$15K
33 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+41.0% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
T
Common Stock (TW)(TW)$1K-$15K33 days to disclose
Flat·+0.0%
+15.6% vs S&P 500●Filed Oct 7, 2025·traded Sep 4, 2025
↓sold
T
Common Stock (TW)(TW)$1K-$15K33 days to disclose
Flat·+0.0%
+15.6% vs S&P 500●Filed Sep 5, 2025·traded Aug 7, 2025
↑boughtStock (LRCX)(LRCX)$1K-$15K
29 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$19.3K+241.3%
+200.7% vs S&P 500●Filed Sep 5, 2025·traded Aug 7, 2025
↑boughtStock (LRCX)(LRCX)$1K-$15K
29 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$19.3K+241.3%
+200.7% vs S&P 500●Filed Sep 5, 2025·traded Aug 7, 2025
↓sold
H
Stock (HWM)(HWM)$1K-$15K29 days to disclose
Flat·+0.0%
+16.5% vs S&P 500●Filed Sep 5, 2025·traded Aug 7, 2025
↓sold
Deckers Outdoor Corporation (DECK)(DECK)$1K-$15K
29 days to disclose
Flat·+0.0%
+6.9% vs S&P 500●Filed Sep 5, 2025·traded Aug 7, 2025
↓soldDeckers Outdoor Corporation (DECK)(DECK)$1K-$15K
29 days to disclose
Flat·+0.0%
+6.9% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↓sold
N
Shares (NU)(NU)$1K-$15K44 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+12.9% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↓sold
N
Shares (NU)(NU)$1K-$15K44 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+12.9% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↓sold
R
Common Stock (REGN)(REGN)$1K-$15K44 days to disclose
Flat·+0.0%
+10.1% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↑bought
Visa Inc. (V)(V)$1K-$15K
44 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$189-2.4%
−15.3% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↓sold
R
Common Stock (REGN)(REGN)$1K-$15K44 days to disclose
Flat·+0.0%
+10.1% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↑bought
A
Stock (APH)(APH)$1K-$15K44 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$9.3K+115.9%
+25.4% vs S&P 500●Filed May 24, 2025·traded Apr 10, 2025
↑bought
A
Stock (APH)(APH)$1K-$15K44 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$9.3K+115.9%
+25.4% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑boughtBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
25 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$4.2K-53.0%
−57.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
V
Stock (VEEV)(VEEV)$1K-$15K25 days to disclose
Flat·+0.0%
+1.0% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
V
- Common Stock (VRTX)(VRTX)$1K-$15K25 days to disclose
Flat·+0.0%
+1.0% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
Stock (JPM)(JPM)$1K-$15K
25 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+4.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
(DASH)(DASH)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+73.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑boughtAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
25 days to disclose
Bad buy·−$2.6K-31.9%
−32.9% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
G
(GDDY)(GDDY)$1K-$15K25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+73.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑boughtStock (CMG)(CMG)$1K-$15K
25 days to disclose
Bad buy·−$3.3K-41.6%
−63.0% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought
C
Chemed Corp (CHE)(CHE)$1K-$15K25 days to disclose
Bad buy·−$2.4K-29.4%
−30.4% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑boughtBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
25 days to disclose
⚑ Financial Services · Committee on Financial ServicesBad buy·−$4.2K-53.0%
−57.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought
(AVGO)(AVGO)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$12.4K+155.3%
+81.8% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought(AVGO)(AVGO)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$12.4K+155.3%
+81.8% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought
A
(ADSK)(ADSK)$1K-$15K25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$739-9.2%
−82.8% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought
A
(ADSK)(ADSK)$1K-$15K25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$739-9.2%
−82.8% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought
(ANET)(ANET)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$6.2K+77.2%
+3.7% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
M
MSCI Inc. Common Stock (MSCI)(MSCI)$1K-$15K25 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
+4.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought(ANET)(ANET)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$6.2K+77.2%
+3.7% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought
(AMZN)(AMZN)$1K-$15K
(AMZN)(AMZN)$1K-$15K25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$2.5K+30.8%
−42.8% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑bought(AMZN)(AMZN)$1K-$15K
(AMZN)(AMZN)$1K-$15K25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$2.5K+30.8%
−42.8% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↑boughtAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
25 days to disclose
Bad buy·−$2.6K-31.9%
−32.9% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
G
(GDDY)(GDDY)$1K-$15K25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+73.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
F
A Common Stock (FCNCA)(FCNCA)$1K-$15K25 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+4.5% vs S&P 500●Filed Apr 14, 2025·traded Mar 20, 2025
↓sold
N
Novo Nordisk A/S Common Stock (NVO)(NVO)$1K-$15K25 days to disclose
Flat·+0.0%
+1.0% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↓sold | SP Intuit Inc. - Common Stock (INTU) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +36.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +36.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↑bought | M MRVLStock (MRVL) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$15.6K+195.2% +159.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↑bought | M MRVLStock (MRVL) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$15.6K+195.2% +159.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↓sold | Stock (CMG) Moran Wealth IRA | Flat·+0.0% +10.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↑bought | SP Eli Lilly and Company Common Stock (LLY) | Good buy·+$1K+12.8% +11.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↑bought | Eli Lilly and Company Common Stock (LLY) | Good buy·+$1K+12.8% +11.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| May 13, 2026 | Apr 2, 2026 41 days to disclose | ↓sold | Stock (CMG) Moran Wealth IRA | Flat·+0.0% +10.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book Source filing ↗ |
| Apr 8, 2026 | Mar 20, 2026 19 days to disclose | ↑bought | Netflix, Inc. - Common Stock (NFLX) ⚑ Telecom · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$759-9.5% −12.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 8, 2026 | Mar 20, 2026 19 days to disclose | ↓sold | Common Stock (TTD) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +36.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 8, 2026 | Mar 20, 2026 19 days to disclose | ↓sold | Common Stock (TTD) Moran Wealth IRA Filing ID #20034297 -- 1 of 2 -- ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +36.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 8, 2026 | Mar 20, 2026 19 days to disclose | ↑bought | Netflix, Inc. - Common Stock (NFLX) Moran Wealth IRA ⚑ Telecom · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$759-9.5% −12.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 8, 2026 | Mar 13, 2026 26 days to disclose | ↑bought | Stock (PYPL) ⚑ Financial Services · Committee on Financial Services | Good buy·+$244+3.1% −3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 8, 2026 | Mar 13, 2026 26 days to disclose | ↑bought | Stock (PYPL) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Good buy·+$244+3.1% −3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↓sold | Stock (PYPL) ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↓sold | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↓sold | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↑bought | Common Stock (TTD) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$2.1K-26.1% −56.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↑bought | Common Stock (TTD) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$2.1K-26.1% −56.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↑bought | ServiceNow, Inc. Common Stock (NOW) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$1.4K+17.8% −12.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↑bought | ServiceNow, Inc. Common Stock (NOW) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$1.4K+17.8% −12.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2026 | Feb 10, 2026 24 days to disclose | ↓sold | Stock (PYPL) ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 12, 2026 | Jan 8, 2026 35 days to disclose | ↓sold | Common Stock (TTD) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +28.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 12, 2026 | Jan 8, 2026 35 days to disclose | ↓sold | Common Stock (TTD) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +28.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 12, 2026 | Jan 8, 2026 35 days to disclose | ↓sold | Common Stock (PH) | Flat·+0.0% +8.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 12, 2026 | Jan 8, 2026 35 days to disclose | ↓sold | H HWMStock (HWM) | Flat·+0.0% +0.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 7, 2026 | Dec 4, 2025 34 days to disclose | ↑bought | F FIXStock (FIX) Moran Wealth IRA | Good buy·+$8K+100.2% +87.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 7, 2026 | Dec 4, 2025 34 days to disclose | ↑bought | F FIXStock (FIX) Moran Wealth IRA | Good buy·+$8K+100.2% +87.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 7, 2026 | Dec 4, 2025 34 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Moran Wealth IRA Bitcoin (BTC) [CT] P 12/18/2025 12/18/2025 $50,001 - $100,000 | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 7, 2026 | Dec 4, 2025 34 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Moran Wealth IRA | Flat·+0.0% −3.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 24, 2025 25 days to disclose | ↑bought | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Bad buy·−$2.9K-36.0% −33.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 24, 2025 25 days to disclose | ↑bought | P PGRProgressive Corporation (PGR) ⚑ Financial Services · Committee on Financial Services | Bad buy·−$814-10.2% −7.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 23, 2025 26 days to disclose | ↓sold | H HWMStock (HWM) Moran Wealth IRA | Flat·+0.0% +6.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 23, 2025 26 days to disclose | ↓sold | H HWMStock (HWM) Moran Wealth IRA | Flat·+0.0% +6.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Common Stock (TTD) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$4.9K-61.6% −89.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | P PGRProgressive Corporation (PGR) ⚑ Financial Services · Committee on Financial Services | Bad buy·−$1.5K-18.7% −16.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | P PGRProgressive Corporation (PGR) ⚑ Financial Services · Committee on Financial Services | Bad buy·−$1.5K-18.7% −16.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Stock (CMG) Moran Wealth IRA | Bad buy·−$2.4K-30.0% −31.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Stock (CMG) | Bad buy·−$2.4K-30.0% −31.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Carnival Corporation Common Stock (CCL) Moran Wealth IRA | Bad buy·−$262-3.3% −4.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Carnival Corporation Common Stock (CCL) | Bad buy·−$262-3.3% −4.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | F FTNT(FTNT) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$5.4K+68.0% +40.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | F FTNT(FTNT) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$5.4K+68.0% +40.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Brown & Brown, Inc. Common Stock (BRO) ⚑ Financial Services · Committee on Financial Services | Bad buy·−$3.3K-41.1% −38.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Brown & Brown, Inc. Common Stock (BRO) ⚑ Financial Services · Committee on Financial Services | Bad buy·−$3.3K-41.1% −38.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | T TWCommon Stock (TW) Moran Wealth IRA | Good buy·+$49+0.6% −11.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | T TWCommon Stock (TW) | Good buy·+$49+0.6% −11.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Nov 18, 2025 | Oct 9, 2025 40 days to disclose | ↑bought | Common Stock (TTD) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$4.9K-61.6% −89.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | F FIFiserv, Inc. Common Stock (FI) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | Stock (CMG) | Flat·+0.0% +1.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | Stock (CMG) | Flat·+0.0% +1.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | F FTNT(FTNT) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +41.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | F FTNT(FTNT) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +41.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↑bought | I IDXXStock (IDXX) Moran Wealth IRA | Bad buy·−$1.2K-14.5% −22.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↑bought | I IDXXStock (IDXX) Moran Wealth IRA | Bad buy·−$1.2K-14.5% −22.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | M MOHStock (MOH) | Flat·+0.0% +8.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | M MOHStock (MOH) | Flat·+0.0% +8.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | P PGRProgressive Corporation (PGR) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | P PGRProgressive Corporation (PGR) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | Common Stock (TTD) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +41.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | Common Stock (TTD) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +41.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | T TWCommon Stock (TW) Moran Wealth IRA | Flat·+0.0% +15.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 7, 2025 | Sep 4, 2025 33 days to disclose | ↓sold | T TWCommon Stock (TW) Moran Wealth IRA | Flat·+0.0% +15.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 5, 2025 | Aug 7, 2025 29 days to disclose | ↑bought | Stock (LRCX) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$19.3K+241.3% +200.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 5, 2025 | Aug 7, 2025 29 days to disclose | ↑bought | Stock (LRCX) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$19.3K+241.3% +200.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 5, 2025 | Aug 7, 2025 29 days to disclose | ↓sold | H HWMStock (HWM) Moran Wealth IRA | Flat·+0.0% +16.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 5, 2025 | Aug 7, 2025 29 days to disclose | ↓sold | Deckers Outdoor Corporation (DECK) Moran Wealth IRA | Flat·+0.0% +6.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Sep 5, 2025 | Aug 7, 2025 29 days to disclose | ↓sold | Deckers Outdoor Corporation (DECK) | Flat·+0.0% +6.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↓sold | N NUShares (NU) ⚑ Banking · Committee on Financial Services | Flat·+0.0% +12.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↓sold | N NUShares (NU) ⚑ Banking · Committee on Financial Services | Flat·+0.0% +12.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↓sold | R REGNCommon Stock (REGN) Moran Wealth IRA | Flat·+0.0% +10.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↑bought | Visa Inc. (V) Moran Wealth IRA Visa Inc. (V) [ST] P 04/10/2025 05/05/2025 $1,001 - $15,000 ⚑ Financial Services · Committee on Financial Services | Bad buy·−$189-2.4% −15.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↓sold | R REGNCommon Stock (REGN) | Flat·+0.0% +10.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↑bought | A APHStock (APH) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$9.3K+115.9% +25.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 24, 2025 | Apr 10, 2025 44 days to disclose | ↑bought | A APHStock (APH) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$9.3K+115.9% +25.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Bad buy·−$4.2K-53.0% −57.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | V VEEVStock (VEEV) | Flat·+0.0% +1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | V VRTX- Common Stock (VRTX) Moran Wealth IRA | Flat·+0.0% +1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | Stock (JPM) Moran Wealth IRA ⚑ Banking · Committee on Financial Services | Flat·+0.0% +4.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | (DASH) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +73.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) Moran Wealth IRA | Bad buy·−$2.6K-31.9% −32.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | G GDDY(GDDY) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +73.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | Stock (CMG) Moran Wealth IRA | Bad buy·−$3.3K-41.6% −63.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | C CHEChemed Corp (CHE) | Bad buy·−$2.4K-29.4% −30.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | Brown & Brown, Inc. Common Stock (BRO) Moran Wealth IRA ⚑ Financial Services · Committee on Financial Services | Bad buy·−$4.2K-53.0% −57.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | (AVGO) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$12.4K+155.3% +81.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | (AVGO) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$12.4K+155.3% +81.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | A ADSK(ADSK) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$739-9.2% −82.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | A ADSK(ADSK) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$739-9.2% −82.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | (ANET) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$6.2K+77.2% +3.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | M MSCIMSCI Inc. Common Stock (MSCI) ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% +4.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | (ANET) Moran Wealth IRA ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$6.2K+77.2% +3.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | AMZN (AMZN) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$2.5K+30.8% −42.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | AMZN (AMZN) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$2.5K+30.8% −42.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) Moran Wealth IRA | Bad buy·−$2.6K-31.9% −32.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | G GDDY(GDDY) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +73.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | F FCNCAA Common Stock (FCNCA) ⚑ Banking · Committee on Financial Services | Flat·+0.0% +4.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 14, 2025 | Mar 20, 2025 25 days to disclose | ↓sold | N NVONovo Nordisk A/S Common Stock (NVO) Moran Wealth IRA | Flat·+0.0% +1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
Their record vs the S&P 500
99 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$105.5K
S&P 500 benchmark+$42.9K
Alpha+$62.6K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 6
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.
- To require the Nuclear Regulatory Commission to allow the use of commercial-grade steel and concrete in non-safety-related structures at nuclear power plants, and for other purposes.Referred to the House Committee on Energy and Commerce.
- Helping Young Americans Save for Retirement ActReferred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- 25th Anniversary of 9/11 Commemorative Coin ActReceived in the Senate.
- Staged Accident Fraud Prevention Act of 2025Referred to the House Committee on the Judiciary.
- Litigation Transparency Act of 2025Committee Consideration and Mark-up Session Held
- No Kill Switches in Cars ActReferred to the House Committee on Energy and Commerce.
- Post-Disaster Protection ActReferred to the House Committee on Transportation and Infrastructure.
- Legacy IT Reduction Act of 2026Referred to the House Committee on Oversight and Government Reform.
- Stop DEI ActReferred to the House Committee on Education and Workforce.
- To designate the facility of the United States Postal Service located at 3255 Northwest 94th Avenue in Coral Springs, Florida, as the "Nancy Metayer Post Office Building".Referred to the House Committee on Oversight and Government Reform.
- Reform Immigration Through Biometrics ActReferred to the Subcommittee on Border Security and Enforcement.
- Recognizing linemen, the profession of linemen, the contributions of these brave men and women who protect public safety, and expressing support for the designation of April 18, 2026, as "National Lineman Appreciation Day".Referred to the House Committee on Energy and Commerce.
- Defining Dealer ActReferred to the House Committee on Financial Services.
- DRIVE-SAFE ActReferred to the Subcommittee on Highways and Transit.
- Designating Hamas Affiliates in America Act of 2026Referred to the Committee on Foreign Affairs, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- High-Quality Charter Schools ActReferred to the House Committee on Ways and Means.
- Homeland Security and Further Additional Continuing Appropriations Act, 2026Referred to the Committee on Appropriations, and in addition to the Committee on the Budget, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Chloe Cole Act of 2026Referred to the House Committee on the Judiciary.
- Generating Retirement Ownership through Long-Term HoldingReferred to the House Committee on Ways and Means.
- Doug LaMalfa Federal Disaster Tax Relief Certainty ActReceived in the Senate and Read twice and referred to the Committee on Finance.