Jerry Moran

Following their disclosures vs. same money in SPY: -4.5 pts

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.

Trades

	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	🔒Register for free to view	$1K–$15K	2026-05-27	2026-06-25	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
BUY	🔒Register for free to view	$15K–$50K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-12-18	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-09-23	2026-05-15	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 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	16.1%	+7.5%	Jun 2024	Sep 2025
MP MPC		$103K	13.2%	+1202.4%	Oct 2019	Aug 2020
DF DFIV	recent	$100K	12.8%	+55.2%	Jun 2024	Sep 2025
DF DFSV	recent	$71K	9.1%	+30.4%	May 2025	Sep 2025
DF DFAT	recent	$53K	6.8%	+35.8%	Jun 2024	Sep 2025
BR BRK.B	recent	$53K	6.7%	+4.2%	Jan 2024	Jun 2026
DF DFLV	recent	$43K	5.4%	+9.4%	May 2026	Dec 2025
🔒Register for free to view		$34K	4.3%	+168.6%	Oct 2019	Dec 2021
🔒Register for free to view		$30K	3.8%	+118.1%	Oct 2019	Dec 2023
🔒Register for free to view		$27K	3.5%	+134.4%	Oct 2019	Dec 2023
🔒Register for free to view		$23K	2.9%	+326.7%	Oct 2019	Aug 2020
🔒Register for free to view	recent	$21K	2.7%	+69.1%	May 2019	Jun 2026
🔒Register for free to view		$20K	2.6%	+138.8%	Oct 2019	Aug 2020
🔒Register for free to view		$17K	2.1%	+122.5%	Oct 2019	Aug 2020
🔒Register for free to view		$14K	1.7%	+245.0%	Sep 2020	Dec 2023
🔒Register for free to view		$11K	1.4%	+98.5%	Oct 2019	Dec 2023
🔒Register for free to view		$8K	1.1%	+263.1%	May 2019	Dec 2023
🔒Register for free to view		$8K	1.0%	+76.5%	Mar 2020	Dec 2023
🔒Register for free to view		$6K	0.8%	+337.4%	May 2019	Aug 2020
🔒Register for free to view		$6K	0.8%	-17.9%	May 2019	Aug 2020
🔒Register for free to view	recent	$6K	0.8%	+54.5%	Jun 2024	Dec 2025
🔒Register for free to view		$3K	0.3%	+29.0%	Jan 2022	Dec 2023

Filings 24 on file · every disclosure Moran has made