Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY | BR BRK.B
|
$15K–$50K | 2026-06-23 | 2026-07-21 | PDF → |
| BUY | GO GOOG
|
$1K–$15K | 2026-06-23 | 2026-07-21 | PDF → |
| BUY | BR BRK.B
|
$1K–$15K | 2026-05-27 | 2026-06-25 | PDF → |
| SELL | GO GOOG
|
$1K–$15K | 2026-05-27 | 2026-06-25 | PDF → |
| BUY | BR BRK.B
|
$1K–$15K | 2026-05-27 | 2026-06-25 | PDF → |
| BUY | BR BRK.B
(spouse)
|
$1K–$15K | 2026-05-27 | 2026-06-25 | PDF → |
| BUY | BR BRK.B
(spouse)
|
$1K–$15K | 2026-05-27 | 2026-06-25 | PDF → |
| SELL | AMRFX - AMERICAN MUTUAL FUND - Class F-2 mutual fund | $1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | AM AMRFX
mutual fund
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | CG CGDV
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| BUY | DF DFLV
|
$15K–$50K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | IC ICAFX
mutual fund
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | CG CGDV
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | CG CGDV
(spouse)
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | AM AMRFX
mutual fund
(spouse)
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| BUY | DF DFLV
(spouse)
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | AM AMRFX
mutual fund
(spouse)
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| BUY | DF DFLV
(spouse)
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| SELL | IC ICAFX
mutual fund
(spouse)
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| BUY | DF DFLV
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| BUY | CA CAIFX
mutual fund
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| SELL | DF DFIV
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| BUY | VG VGSH
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| SELL | IC ICAFX
mutual fund
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| SELL | DX DXJ
other
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| SELL | DI DISVX
mutual fund
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| BUY | DF DFSV
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| BUY | DF DFAT
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| BUY | DF DFSV
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
| SELL | DF DFEV
|
$1K–$15K | 2025-09-23 | 2026-05-15 | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Moran still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
VG VGSH |
recent | $126K | 15.8% | +7.6% | Jun 2024 | Sep 2025 |
MP MPC |
$115K | 14.4% | +1349.9% | Oct 2019 | Aug 2020 | |
DF DFIV |
recent | $96K | 12.0% | +48.9% | Jun 2024 | Sep 2025 |
DF DFSV |
recent | $70K | 8.7% | +28.1% | May 2025 | Sep 2025 |
BR BRK.B |
recent | $56K | 7.0% | +10.3% | Jan 2024 | Jun 2026 |
DF DFAT |
recent | $52K | 6.5% | +33.9% | Jun 2024 | Sep 2025 |
DF DFLV |
recent | $43K | 5.3% | +9.7% | May 2026 | Dec 2025 |
GI GILD |
$37K | 4.7% | +197.6% | Oct 2019 | Dec 2021 | |
JN JNJ |
$31K | 3.8% | +122.6% | Oct 2019 | Dec 2023 | |
IN INTC |
$25K | 3.2% | +117.5% | Oct 2019 | Dec 2023 | |
TX TXN |
$24K | 2.9% | +175.3% | Oct 2019 | Aug 2020 | |
OX OXY |
$23K | 2.9% | +336.5% | Oct 2019 | Aug 2020 | |
GO GOOG |
recent | $20K | 2.6% | +62.2% | May 2019 | Jun 2026 |
KO KO |
$17K | 2.1% | +131.2% | Oct 2019 | Aug 2020 | |
CV CVX |
$15K | 1.8% | +269.5% | Sep 2020 | Dec 2023 | |
AM AMZN |
$11K | 1.4% | +96.8% | Oct 2019 | Dec 2023 | |
DV DVA |
$9K | 1.1% | +267.9% | May 2019 | Dec 2023 | |
HA HAL |
$8K | 0.9% | +76.1% | Mar 2020 | Dec 2023 | |
AB ABBV |
$7K | 0.9% | +386.5% | May 2019 | Aug 2020 | |
DI DIS |
$6K | 0.8% | -16.0% | May 2019 | Aug 2020 | |
CG CGDV |
recent | $6K | 0.8% | +54.7% | Jun 2024 | Dec 2025 |
CI CI |
$3K | 0.3% | +35.5% | Jan 2022 | Dec 2023 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-07-21 100d ago | 2 | PDF → |
| 2 | PTR | 2026-06-25 126d ago | 5 | PDF → |
| 3 | Annual | 2026-05-15 167d ago | 50 | PDF → |
| 4 | PTR | 2025-10-27 367d ago | 3 | PDF → |
| 5 | PTR | 2025-06-18 498d ago | 4 | PDF → |
| 6 | Annual | 2025-05-15 532d ago | 65 | PDF → |
| 7 | PTR | 2025-01-18 649d ago | 1 | PDF → |
| 8 | PTR | 2024-08-29 791d ago | 4 | PDF → |
| 9 | Annual | 2024-06-13 868d ago | 41 | PDF → |
| 10 | PTR | 2024-01-17 1016d ago | 45 | PDF → |
| 11 | Annual | 2023-02-09 1358d ago LATE | 32 | PDF → |
| 12 | Annual | 2022-05-16 1627d ago | 45 | PDF → |
| 13 | PTR | 2022-01-21 1742d ago | 35 | PDF → |
| 14 | PTR | 2021-05-19 1989d ago | 1 | PDF → |
| 15 | PTR | 2021-05-19 1989d ago | 4 | PDF → |
| 16 | PTR | 2021-05-19 1989d ago | 4 | PDF → |
| 17 | PTR | 2021-02-08 2089d ago | 2 | PDF → |
| 18 | PTR | 2020-09-08 2242d ago | 34 | PDF → |
| 19 | Annual | 2020-08-12 2269d ago | 22 | PDF → |
| 20 | PTR | 2020-08-05 2276d ago | 40 | PDF → |
| 21 | PTR | 2020-03-16 2418d ago | 4 | PDF → |
| 22 | PTR | 2019-10-21 2565d ago | 40 | PDF → |
| 23 | PTR | 2019-05-15 2724d ago | 58 | PDF → |
| 24 | Annual | 2019-05-15 2724d ago | 52 | PDF → |
Source: the Secretary of the Senate, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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