SENATE · OH · SINCE 2025

Bernie Moreno portfolio

Bernie Moreno has represented OH in the Senate since 2025. Committee seats: Banking, Housing, and Urban Affairs, Commerce, Science, and Transportation, Homeland Security and Governmental Affairs, Budget, United States Senate Caucus on International Narcotics Control. Bernie Moreno has disclosed 9 trades (4 purchases, 5 sales); the latest was on Jun 24, 2026.

RRepublicanParty

Member of SenateRepresents OH

$16KEst. portfolio value

4 months agoLast trade

—1Y return, from filings

1M return—S&P 500 +0.7%

3M return—S&P 500 +3.7%

YTD return—S&P 500 +12.8%

1Y return—S&P 500 +11.9%

3Y return—S&P 500 +85.1%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

SenateBanking, Housing, and Urban Affairs SenateCommerce, Science, and Transportation SenateHomeland Security and Governmental Affairs SenateBudget SenateUnited States Senate Caucus on International Narcotics Control

Est. value $16K across 2 bonds, options, funds and private holdings, at reported cost

Other estimated holdings of Bernie Moreno
Investment	Type	Est. holding value	Last transaction	Total bought	Trades
—GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note	Other	$8K	Oct 22, 2025Purchase	$1K–15K1 purchase	1
—JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note	Other	$8K	Apr 2, 2025Purchase	$1K–15K1 purchase	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.