Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on disclosures-clerk.house.gov and running our own code over them. The PDFs are often hand-filled or scanned and our parser can misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales filed late or never, skew the portfolio math; and the calculations themselves may have bugs. Treat the numbers as a rough guide and tell us if something looks off.
JM

Jerry Moran

Senate Notable

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NP Pelosi JK Kennedy MB Bennet GP Palmer KB Buck

Following their disclosures vs. same money in SPY: +2.7 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

TickerAmountTradedDisclosed
BUY BRK.B $15K–$50K 2026-06-23 2026-07-21 PDF →
BUY GOOG $1K–$15K 2026-06-23 2026-07-21 PDF →
BUY BRK.B $1K–$15K 2026-05-27 2026-06-25 PDF →
SELL GOOG $1K–$15K 2026-05-27 2026-06-25 PDF →
BUY BRK.B $1K–$15K 2026-05-27 2026-06-25 PDF →
BUY BRK.B (spouse) $1K–$15K 2026-05-27 2026-06-25 PDF →
BUY 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 AMRFX mutual fund $1K–$15K 2025-12-18 2026-05-15 PDF →
SELL CGDV $1K–$15K 2025-12-18 2026-05-15 PDF →
BUY DFLV $15K–$50K 2025-12-18 2026-05-15 PDF →
SELL ICAFX mutual fund $1K–$15K 2025-12-18 2026-05-15 PDF →
SELL CGDV $1K–$15K 2025-12-18 2026-05-15 PDF →
SELL CGDV (spouse) $1K–$15K 2025-12-18 2026-05-15 PDF →
SELL AMRFX mutual fund (spouse) $1K–$15K 2025-12-18 2026-05-15 PDF →
BUY DFLV (spouse) $1K–$15K 2025-12-18 2026-05-15 PDF →
SELL AMRFX mutual fund (spouse) $1K–$15K 2025-12-18 2026-05-15 PDF →
BUY DFLV (spouse) $1K–$15K 2025-12-18 2026-05-15 PDF →
SELL ICAFX mutual fund (spouse) $1K–$15K 2025-12-18 2026-05-15 PDF →
BUY DFLV $1K–$15K 2025-12-18 2026-05-15 PDF →
BUY CAIFX mutual fund $1K–$15K 2025-09-23 2026-05-15 PDF →
SELL DFIV $1K–$15K 2025-09-23 2026-05-15 PDF →
BUY VGSH $1K–$15K 2025-09-23 2026-05-15 PDF →
SELL ICAFX mutual fund $1K–$15K 2025-09-23 2026-05-15 PDF →
SELL DXJ other $1K–$15K 2025-09-23 2026-05-15 PDF →
SELL DISVX mutual fund $1K–$15K 2025-09-23 2026-05-15 PDF →
BUY DFSV $1K–$15K 2025-09-23 2026-05-15 PDF →
BUY DFAT $1K–$15K 2025-09-23 2026-05-15 PDF →
BUY DFSV $1K–$15K 2025-09-23 2026-05-15 PDF →
SELL DFEV $1K–$15K 2025-09-23 2026-05-15 PDF →

Estimated current holdings

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.

TickerEst. valueWeightReturn on lots held1st buyLast trade
VGSH recent $126K 15.8% +7.6% Jun 2024 Sep 2025
MPC $115K 14.4% +1349.9% Oct 2019 Aug 2020
DFIV recent $96K 12.0% +48.9% Jun 2024 Sep 2025
DFSV recent $70K 8.7% +28.1% May 2025 Sep 2025
BRK.B recent $56K 7.0% +10.3% Jan 2024 Jun 2026
DFAT recent $52K 6.5% +33.9% Jun 2024 Sep 2025
DFLV recent $43K 5.3% +9.7% May 2026 Dec 2025
GILD $37K 4.7% +197.6% Oct 2019 Dec 2021
JNJ $31K 3.8% +122.6% Oct 2019 Dec 2023
INTC $25K 3.2% +117.5% Oct 2019 Dec 2023
TXN $24K 2.9% +175.3% Oct 2019 Aug 2020
OXY $23K 2.9% +336.5% Oct 2019 Aug 2020
GOOG recent $20K 2.6% +62.2% May 2019 Jun 2026
KO $17K 2.1% +131.2% Oct 2019 Aug 2020
CVX $15K 1.8% +269.5% Sep 2020 Dec 2023
AMZN $11K 1.4% +96.8% Oct 2019 Dec 2023
DVA $9K 1.1% +267.9% May 2019 Dec 2023
HAL $8K 0.9% +76.1% Mar 2020 Dec 2023
ABBV $7K 0.9% +386.5% May 2019 Aug 2020
DIS $6K 0.8% -16.0% May 2019 Aug 2020
CGDV recent $6K 0.8% +54.7% Jun 2024 Dec 2025
CI $3K 0.3% +35.5% Jan 2022 Dec 2023

Filings 24 on file · every disclosure Moran has made

#TypeFiledTrades in itFiling
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.