Jerry Moran
Trades
51
5 buy / 46 sell
Buy Win Rate
100%
5 buy trades scored
Avg. Buy Return
+33.2%
Dollar-weighted avg
vs S&P 500
+11.1%
Same holding periods
Trading Performance
Based on 5 buys scored - low sample, interpret with caution
Avg. Buy Return+33.2%
S&P 500 (same periods)+22.1%
Alpha vs S&P 500+11.1%
Buy Win Rate100%
Sell Timing83%
Buy / Sell Trades3 / 1
Buy/Sell Ratio3.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
51 trades disclosed
GOOG
Alphabet Cl C
Type:
Sell
Date
Sep 23, 2025
BRK-B
Berkshire Hathaway Cl B
Type:
Buy
Date
Sep 23, 2025
GOOG
Alphabet Cl C
Type:
Buy
Date
May 8, 2025
BRK-B
Berkshire Hathaway Cl B
Type:
Buy
Date
Dec 16, 2024
BRK-B
Berkshire Hathaway Cl B
Type:
Sell
Date
Jul 29, 2024
BRK-B
Berkshire Hathaway Cl B
Type:
Sell
Date
Jul 29, 2024
BRK-B
Berkshire Hathaway Cl B
Type:
Buy
Date
Dec 14, 2023
USB
U.S. Bancorp Common Stock
Type:
Sell
Date
Dec 14, 2023
CI
The Cigna Group Common Stock
Type:
Sell
Date
Dec 14, 2023
PII
Polaris Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Dec 14, 2023
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Sell
Date
Dec 14, 2023
KR
Kroger Company
Type:
Sell
Date
Dec 14, 2023
KMB
Kimberly-Clark Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Dec 14, 2023
INTC
Intel Corporation - Common Stock
Type:
Sell
Date
Dec 14, 2023
XOM
Exxon Mobil Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
DVA
DaVita Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
CVS
CVS Health Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Dec 14, 2023
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Dec 14, 2023
CVX
Chevron Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
BRK-B
Berkshire Hathaway Cl B
Type:
Buy
Date
Dec 14, 2023
BK
Bank of New York Mellon Corp
Type:
Sell
Date
Dec 14, 2023
BAC
Bank of America Corp
Type:
Sell
Date
Dec 14, 2023
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Dec 14, 2023
GOOG
Alphabet Cl C
Type:
Sell
Date
Dec 14, 2023
VZ
Verizon Communications Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
USB
U.S. Bancorp Common Stock
Type:
Sell
Date
Dec 14, 2023
CI
The Cigna Group Common Stock
Type:
Sell
Date
Dec 14, 2023
PII
Polaris Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Dec 14, 2023
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Sell
Date
Dec 14, 2023
KR
Kroger Company (The) Common Stock
Type:
Sell
Date
Dec 14, 2023
KMB
Kimberly-Clark Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Dec 14, 2023
INTC
Intel Corporation - Common Stock
Type:
Sell
Date
Dec 14, 2023
HAL
Halliburton Company
Type:
Sell
Date
Dec 14, 2023
XOM
Exxon Mobil Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
DVA
DaVita Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
CVS
CVS Health Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Dec 14, 2023
CVX
Chevron Corporation Common Stock
Type:
Sell
Date
Dec 14, 2023
BK
Bank of New York Mellon Corp
Type:
Sell
Date
Dec 14, 2023
BAC
Bank of America Corp
Type:
Sell
Date
Dec 14, 2023
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Dec 14, 2023
AMZN
Amazon.com, Inc. - Common Stock
Type:
Sell
Date
Dec 14, 2023
GOOG
Alphabet Cl C
Type:
Sell
Date
Dec 14, 2023
VZ
Verizon Communications Inc. Common Stock
Type:
Sell
Date
Dec 14, 2023
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Dec 14, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Sep 23, 2025 | GOOG Alphabet Cl C | Sell | $1k - $15k | +34dFiling |
| Sep 23, 2025 | BRK-B Berkshire Hathaway Cl B | Buy | $1k - $15k | +34dFiling |
| May 8, 2025 | GOOG Alphabet Cl C | Buy | $1k - $15k | +41dFiling |
| Dec 16, 2024 | BRK-B Berkshire Hathaway Cl B | Buy | $1k - $15k | +33dFiling |
| Jul 29, 2024 | BRK-B Berkshire Hathaway Cl B | Sell | $15k - $50k | +31dFiling |
| Jul 29, 2024 | BRK-B Berkshire Hathaway Cl B | Sell | $1k - $15k | +31dFiling |
| Dec 14, 2023 | BRK-B Berkshire Hathaway Cl B | Buy | $1k - $15k | +34dFiling |
| Dec 14, 2023 | USB U.S. Bancorp Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CI The Cigna Group Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | PII Polaris Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | MSFT Microsoft Corporation - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | META Meta Platforms, Inc. - Class A Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | KR Kroger Company | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | KMB Kimberly-Clark Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | JNJ Johnson & Johnson Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | INTC Intel Corporation - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | XOM Exxon Mobil Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | DVA DaVita Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CVS CVS Health Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CSCO Cisco Systems, Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CVX Chevron Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | BRK-B Berkshire Hathaway Cl B | Buy | $1k - $15k | +34dFiling |
| Dec 14, 2023 | BK Bank of New York Mellon Corp | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | BAC Bank of America Corp | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | AAPL Apple Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | GOOG Alphabet Cl C | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | VZ Verizon Communications Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | USB U.S. Bancorp Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CI The Cigna Group Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | PII Polaris Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | PFE Pfizer, Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | MSFT Microsoft Corporation - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | META Meta Platforms, Inc. - Class A Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | KR Kroger Company (The) Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | KMB Kimberly-Clark Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | JNJ Johnson & Johnson Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | INTC Intel Corporation - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | HAL Halliburton Company | Sell | $15k - $50k | +34dFiling |
| Dec 14, 2023 | XOM Exxon Mobil Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | DVA DaVita Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CVS CVS Health Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CSCO Cisco Systems, Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CVX Chevron Corporation Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | BK Bank of New York Mellon Corp | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | BAC Bank of America Corp | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | AAPL Apple Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | AMZN Amazon.com, Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | GOOG Alphabet Cl C | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | VZ Verizon Communications Inc. Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 14, 2023 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $1k - $15k | +34dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer