Congressional Trades › Bernie Moreno
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 2 trades classified
- Financials50%
- Real Estate50%
Financials leads with 50% of trades1 trade · $175K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jun 24, 2026filed Jul 24, 2026 | ·Other assetBofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Sale | $1K – $15K | Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF ↗ | — |
| Jun 22, 2026filed Jul 24, 2026 | ·Other assetCanadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Sale | $1K – $15K | Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index ↗ | — |
| May 6, 2026filed May 22, 2026 |  ETOReToro Group Ltd. · Stock |
Sale | $100K – $250K | -- ↗ | … |
| Dec 19, 2025filed Jan 9, 2026 | ·Other assetBofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Purchase | $1K – $15K | Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF ↗ | — |
| Dec 17, 2025filed Jan 9, 2026 | ·Other assetCanadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Purchase | $1K – $15K | Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index ↗ | — |
| Oct 31, 2025filed Nov 3, 2025 | —CryptoBitcoin Exchange/Platform: eToro | Sale | $1K – $15K | -- ↗ | — |
| Oct 22, 2025filed Nov 3, 2025 | ·Other assetGS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note | Purchase | $1K – $15K | linked to the lesser performing of the SPX or RTY. ↗ | — |
| Mar 17, 2025filed Apr 30, 2025 |  BEEPMobile Infrastructure Corp · Stock |
Sale | $15K – $50K | Shares received by Hyperbole Investments, LLC via a stock distribution and promptly sold. ↗ | … |
| Apr 2, 2025filed Apr 24, 2025 | ·Other assetJP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note | Purchase | $1K – $15K | Linked to the lesser performing of the Russell 2000 Index and the Euro Stoxx 50 Index Due April 6, 2028; Contingent Coupon Rate 9.00% per annum. ↗ | — |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Aug 11, 2026 · Filing ↗
$133.4MAssets disclosed · midpoint$47.9M to $219.0M
$6.8MDebts disclosed · midpoint$2.5M to $11.0M
$126.7MAssets minus debts · midpoint$36.9M to $216.5M
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Bernie Moreno reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Real Estate21 lines$109.5M
- Business Entity9 lines$11.8M
- Bank Deposit4 lines$6.8M
- Investment Fund1 line$3.0M
- Corporate Securities2 lines$1.5M
- Mutual Funds9 lines$833K
- Equity Index-Linked Note3 lines$24K
- Other3 lines$24K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Condo | Real Estate | Self | $5,000,001 - $25,000,000 |
| Condo | Real Estate | Spouse | $5,000,001 - $25,000,000 |
| Residential Real Estate | Real Estate | Self | $5,000,001 - $25,000,000 |
| Unimproved Land | Real Estate | Self | $5,000,001 - $25,000,000 |
| Unimproved Land | Real Estate | Spouse | $5,000,001 - $25,000,000 |
| AutoTech Fund II, LP | Business Entity | Self | $1,000,001 - $5,000,000 |
| CF Bank | Bank Deposit | Self | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Real Estate | Self | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Real Estate | Self | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Real Estate | Spouse | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Real Estate | Spouse | $1,000,001 - $5,000,000 |
| Eastchester, NY Single Family Home | Real Estate | Spouse | $1,000,001 - $5,000,000 |
| Historic Investment Fund 2019 (QP), LLC | Business Entity | Self | $1,000,001 - $5,000,000 |
| KeyBank National Association | Bank Deposit | Self | $1,000,001 - $5,000,000 |
| Narya Capital Fund, LP | Business Entity | Self | $1,000,001 - $5,000,000 |
| Residential real estate | Real Estate | Spouse | $1,000,001 - $5,000,000 |
| Residential Real Estate | Real Estate | Self | $1,000,001 - $5,000,000 |
| Residential Real Estate | Real Estate | Self | $1,000,001 - $5,000,000 |
| Single Family Home | Real Estate | Self | $1,000,001 - $5,000,000 |
| Single Family Home | Real Estate | Spouse | $1,000,001 - $5,000,000 |
| Yellowstone Housing Opportunities Fund III, LP | Investment Fund | Self | $1,000,001 - $5,000,000 |
| Dixon CA Single Family Home | Real Estate | Spouse | $500,001 - $1,000,000 |
| eToro | Corporate Securities | Self | $500,001 - $1,000,000 |
| iAngels Ingenuity Fund, LP | Business Entity | Self | $500,001 - $1,000,000 |
| iAngels Technologies, LP | Business Entity | Self | $500,001 - $1,000,000 |
Annual Financial Disclosures
Reports on file under Bernie Moreno’s own name, a filing signed by a namesake is not listed
Live Stock Portfolio
An estimate of what Bernie Moreno holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Bernie Moreno has sponsored
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Campaign Receipts
What Bernie Moreno’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Bernie Moreno’s election
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Where Donors Work
Employers named by the itemised individual donors to Bernie Moreno’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Bernie Moreno
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Corporate Donors
PACs and other committees that contributed to Bernie Moreno’s campaign
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