At a glance
- 10 trades disclosed, 2025 to 2026
- 4 purchases, 6 sales
- 2 Stock/ETF · 1 Corp bond · 6 Structured · 1 Other
- BAC traded most, 2 times
- Largest bracket $100,001 - $250,000, ETOR
Every trade Bernie Moreno has disclosed
Republican U.S. senator from Ohio
Committees: Banking, Housing, and Urban Affairs · Commerce, Science, and Transportation · Homeland Security and Governmental Affairs · the Budget · +1 more
Updated Jul 24, 2026 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Bernie Moreno has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Committee seats
Current committee assignments, from the public congress-legislators dataset. The last column counts this member’s own disclosed trades in companies that sit inside each committee’s jurisdiction.
| Committee | Role | Oversees | Trades in those sectors |
|---|---|---|---|
| Banking, Housing, and Urban Affairs | Member | Financial Services, Real Estate | 4 (BAC, CM, ETOR) |
| Commerce, Science, and Transportation | Member | Technology, Communication Services | 0 |
| Homeland Security and Governmental Affairs | Member | No single market sector | — |
| the Budget | Member | No single market sector | — |
| United States Senate Caucus on International Narcotics Control | Member | No single market sector | — |
4 of Bernie Moreno's 10 disclosed transactions were in a sector a committee they sit on has jurisdiction over. That is a statement about jurisdiction, not a finding of wrongdoing, and it is not an accusation of one. Members frequently hold stock through managed accounts, index funds, and spousal portfolios they do not direct. Committees without a single clear market sector, such as Appropriations, Rules, and the Judiciary, are marked as such and counted for nothing. The full mapping is published on our congressional trading statistics page.
What is in the record
Congressional filings report a single stream of transactions. These are the asset classes it actually contains, which is what decides whether a performance figure can be computed at all.
| Asset class | Transactions | Share of record | Priced here |
|---|---|---|---|
| Stocks and ETFs | 2 | 20% | Yes |
| Corporate bonds and notes | 1 | 10% | No |
| Structured products | 6 | 60% | No |
| Options, futures and other | 1 | 10% | No |
Only listed stocks and ETFs can be priced against an index. Bonds, municipal securities and structured notes are excluded from every return figure on this page.
Most-traded securities
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| BAC BofA Finance LLC Trigger Aut | 2 | 1 buy 1 sell | up to $15,000 | Jun 24, 2026 |
| ETOR eToro Group Ltd. - Class A C | 1 | 0 buy 1 sell | up to $250,000 | May 6, 2026 |
| BEEP Mobile Infrastructure Corp | 1 | 0 buy 1 sell | up to $50,000 | Mar 17, 2025 |
| CM Canadian Imperial Bank of Co | 1 | 0 buy 1 sell | up to $15,000 | Jun 22, 2026 |
Every disclosed trade
All 10 disclosed transactions, newest first.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| BAC Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF | Structured | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jun 24, 2026 | Jul 24, 2026 | Filing ↗ |
| Canadian Imperial Bank of Commerce Trigg Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index | Structured | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jun 22, 2026 | Jul 24, 2026 | Filing ↗ |
| CM | Corp bond | ▼ Sale | $1,001 - $15,000 | Self | Jun 22, 2026 | Jul 24, 2026 | Filing ↗ |
| ETOR | Stock/ETF | ▼ Sale (Full) | $100,001 - $250,000 | Self | May 6, 2026 | May 22, 2026 | Filing ↗ |
| BAC Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF | Structured | ▲ Purchase | $1,001 - $15,000 | Self | Dec 19, 2025 | Jan 9, 2026 | Filing ↗ |
| Canadian Imperial Bank of Commerce Trigg Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index | Structured | ▲ Purchase | $1,001 - $15,000 | Self | Dec 17, 2025 | Jan 9, 2026 | Filing ↗ |
| Bitcoin | Other | ▼ Sale (Full) | $1,001 - $15,000 | Self | Oct 31, 2025 | Nov 3, 2025 | Filing ↗ |
| GS Finance Corp. Trigger Autocallable Co linked to the lesser performing of the SPX or RTY. | Structured | ▲ Purchase | $1,001 - $15,000 | Self | Oct 22, 2025 | Nov 3, 2025 | Filing ↗ |
| JP Morgan Chase Financial Company LLC Tr 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. | Structured | ▲ Purchase | $1,001 - $15,000 | Self | Apr 2, 2025 | Apr 24, 2025 | Filing ↗ |
| BEEP Shares received by Hyperbole Investments, LLC via a stock distribution and promptly sold. | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Mar 17, 2025 | Apr 30, 2025 | Filing ↗ |
Questions about this record
How many trades has Bernie Moreno disclosed?
Bernie Moreno has disclosed 10 transactions in the public STOCK Act record we track, running from Mar 17, 2025 to Jun 24, 2026. That is 4 purchases and 6 sales. Each one is a periodic transaction report filed with the Senate Office of Public Records.
Which securities does Bernie Moreno trade most often?
The most frequently traded positions on Bernie Moreno's disclosures are BAC (2 trades), ETOR (1 trade), BEEP (1 trade), CM (1 trade). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
Are these Bernie Moreno's own trades?
The filings for Bernie Moreno are not flagged as spouse or joint holdings. Even so, members disclose trades made on their behalf, including by financial advisers and managed accounts, so a disclosure is not evidence that the member personally chose the stock.
How current is this record?
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (Jun 24, 2026) was disclosed on Jul 24, 2026 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Bernie Moreno currently holds.
Do the dollar figures show how much was actually traded?
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $100,001 - $250,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.