Congressional stock trades · Member
Bernie Moreno
Senator · OH · Republican
9 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 2 annual reports are below.
Current committees: Senate Committee on Banking, Housing, and Urban Affairs; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Homeland Security and Governmental Affairs; Senate Committee on the Budget; United States Senate Caucus on International Narcotics Control.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-07-24 | 2026-06-24 | 30 | Member | BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-24 | 2026-06-22 | 32 | Member | Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-05-22 | 2026-05-06 | 16 | Member | ETOReToro Group Ltd. - Class A Common Shares | Sale (full) | $100,001 - $250,000 | eFD → |
| 2026-01-09 | 2025-12-19 | 21 | Member | BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-09 | 2025-12-17 | 23 | Member | Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-03 | 2025-10-31 | 3 | Member | Bitcoin Exchange/Platform: eToro | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-11-03 | 2025-10-22 | 12 | Member | GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-03-17 | 44 | Member | BEEPMobile Infrastructure Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-04-24 | 2025-04-02 | 22 | Member | JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note | Purchase | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
52 assets with a value on the report filed 2026-08-11. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| KeyBank National Association | Other | Member | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Other | Member | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Other | Member | $1,000,001 - $5,000,000 |
| Unimproved Land | Other | Member | $5,000,001 - $25,000,000 |
| Residential Real Estate | Other | Member | $5,000,001 - $25,000,000 |
| Treatment Technologies & Insights, LLC | Other | Member | $250,001 - $500,000 |
| iAngels Ingenuity Fund, LP | Other | Member | $500,001 - $1,000,000 |
| iAngels Technologies, LP | Other | Member | $500,001 - $1,000,000 |
| AutoTech Fund II, LP | Other | Member | $1,000,001 - $5,000,000 |
| Narya Capital Fund, LP | Other | Member | $1,000,001 - $5,000,000 |
| eToro | Other | Member | $500,001 - $1,000,000 |
| Immunai | Other | Member | $500,001 - $1,000,000 |
| Residential Real Estate | Other | Member | $500,001 - $1,000,000 |
| Residential Real Estate | Other | Member | $1,000,001 - $5,000,000 |
| Residential Real Estate | Other | Member | $500,001 - $1,000,000 |
| Residential Real Estate | Other | Member | $1,000,001 - $5,000,000 |
| Single Family Home | Other | Member | $1,000,001 - $5,000,000 |
| Residential Real Estate | Other | Member | $500,001 - $1,000,000 |
| Condo | Other | Member | $5,000,001 - $25,000,000 |
| Historic Investment Fund 2019 (QP), LLC | Other | Member | $1,000,001 - $5,000,000 |
| CF Bank | Other | Member | $1,000,001 - $5,000,000 |
| Morgan Stanley Finance 6/21/27 | Bond | Member | $1,001 - $15,000 |
| Barclays Bank PLC 2/16/28 | Bond | Member | $1,001 - $15,000 |
| UBS Prime Reserves Funds (UPRXX) | Fund | Member | $50,001 - $100,000 |
| Royal Bank of Canada TARSS Int'l Basket 12/19/28 | Bond | Member | $1,001 - $15,000 |
| GS Finance Corp. Trigger Autocallable Yield Note 10/26/2028 | Other | Member | $1,001 - $15,000 |
| Canadian Imperial Bank of Commerce Autocallable Contingent Yield Notes 12/21/2028 | Other | Member | $1,001 - $15,000 |
| BofA Finance LLC Trigger Autocallable Contingent Yield Notes 12/22/2028 | Other | Member | $1,001 - $15,000 |
| Euro Stoxx 50 ETF SPDR | Fund | Member | $50,001 - $100,000 |
| SPDR S&P 500 Growth Portfolio ETF | Fund | Member | $100,001 - $250,000 |
| SPDR S&P 500 High Dividend Portfolio ETF | Fund | Member | $100,001 - $250,000 |
| S&P Smallcap Growth ETF SPDR | Fund | Member | $50,001 - $100,000 |
| S&P Smallcap Value ETF SPDR | Fund | Member | $50,001 - $100,000 |
| MDYS&P Midcap 400 SPDR | Fund | Member | $50,001 - $100,000 |
| S&P 500 Utilities Sector SPDR | Fund | Member | $50,001 - $100,000 |
| UBS | Other | Member | $1,001 - $15,000 |
| State Street Target Retirement 2030 Fund Class K | Fund | Member | $15,001 - $50,000 |
| Yellowstone Housing Opportunities Fund III, LP | Other | Member | $1,000,001 - $5,000,000 |
| Fund 0 A Series of Comeback Capital, LP | Other | Member | $100,001 - $250,000 |
| Cardone Equity Fund XV, LLC | Other | Member | $250,001 - $500,000 |
| NAD, HV LLC | Other | Member | $250,001 - $500,000 |
| KeyBank National Association | Other | Spouse | $500,001 - $1,000,000 |
| Commercial Real Estate | Other | Spouse | $1,000,001 - $5,000,000 |
| Commercial Real Estate | Other | Spouse | $1,000,001 - $5,000,000 |
| Unimproved Land | Other | Spouse | $5,000,001 - $25,000,000 |
| Residential Real Estate | Other | Spouse | $500,001 - $1,000,000 |
| Eastchester, NY Single Family Home | Other | Spouse | $1,000,001 - $5,000,000 |
| Dixon CA Single Family Home | Other | Spouse | $500,001 - $1,000,000 |
| Residential real estate | Other | Spouse | $1,000,001 - $5,000,000 |
| Single Family Home | Other | Spouse | $1,000,001 - $5,000,000 |
| Residential Real Estate | Other | Spouse | $500,001 - $1,000,000 |
| Condo | Other | Spouse | $5,000,001 - $25,000,000 |
How reports are read: holdings methodology.