Bernie MorenoSenate
U.S. Senator · OH · R · 2025-03 → 2026-06
- Chamber
- Senate
- Party
- R
- State
- OH
- Trades
- 9 (4 buys · 5 sells)
- Estimated volume
- $264K
- Late filings
- 0% (0 of 9)
- Median filing lag
- 22 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $8K
- from $8K cost
- Estimated gain
- -$220
- Down 2.8%
- Versus the S&P 500
- -$1K
- SPY would hold $9K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | BACBofA Finance LLC Trigger Autocallable Contingent Yield Notes
Company: Bank of America Corporation
(Charlotte, NC)
Description: Equity Index-Linked Note | 2025-12-19 | $8K | $8K | -3% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 BAC buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | BAC | BofA Finance LLC Trigger Autocallable Contingent Yield Notes
Company: Bank of America Corporation
(Charlotte, NC)
Description: Equity Index-Linked Note Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF | 2025-12-19 | 10mo | $1K-15K | -3% | -16% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Committees
Sits onBanking, Housing, and Urban Affairs SenateCommerce, Science, and Transportation SenateHomeland Security and Governmental Affairs Senate
| Stock | Lobbied on | Trades |
|---|---|---|
| BAC | S. 1838 Credit Card Competition Act of 2023 +2 | 2 |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
9 of 9
Bernie Moreno
Senate · R · OH
Sell$1K-15K
-11.9% vs SPY
BACBofA Finance LLC Trigger Autocallable Contingent Yield Notes
Company: Bank of America Corporation
(Charlotte, NC)
Description: Equity Index-Linked Note
Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF
Bernie Moreno
Senate · R · OH
Sell$1K-15K
—Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes
Company: Canadian Imperial Bank of Commerce
(Toronto, Ontario)
Description: Equity Index-Linked Note
Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index
Bernie Moreno
Senate · R · OH
Sell$100K-250K
ETOReToro Group Ltd. - Class A Common Shares
Bernie Moreno
Senate · R · OH
Buy$1K-15K
-15.8% vs SPY
BACBofA Finance LLC Trigger Autocallable Contingent Yield Notes
Company: Bank of America Corporation
(Charlotte, NC)
Description: Equity Index-Linked Note
Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF
Bernie Moreno
Senate · R · OH
Buy$1K-15K
—Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes
Company: Canadian Imperial Bank of Commerce
(Toronto, Ontario)
Description: Equity Index-Linked Note
Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index
Bernie Moreno
Senate · R · OH
Sell$1K-15K
—CRBitcoin
Exchange/Platform: eToro
Bernie Moreno
Senate · R · OH
Buy$1K-15K
—GS Finance Corp. Trigger Autocallable Contingent Yield Note
Company: GS Finance Corp.
(New York, NY)
Description: Equity Index-Linked Note
linked to the lesser performing of the SPX or RTY.
Bernie Moreno
Senate · R · OH
Sell$15K-50K
BEEPMobile Infrastructure Corp
Shares received by Hyperbole Investments, LLC via a stock distribution and promptly sold.
Bernie Moreno
Senate · R · OH
Buy$1K-15K
—JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes
Company: JP Morgan Chase Financial Company LLC
(New York, NY)
Description: Structured Note
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.
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Bernie Moreno Senate · R · OH | BofA Finance LLC Trigger Autocallable Contingent Yield Notes
Company: Bank of America Corporation
(Charlotte, NC)
Description: Equity Index-Linked Note Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF | Sell | $1K-15K | 2026-06-24 | 2026-07-24 | 30d | -11.9% | ||
Bernie Moreno Senate · R · OH | — | Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes
Company: Canadian Imperial Bank of Commerce
(Toronto, Ontario)
Description: Equity Index-Linked Note Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index | Sell | $1K-15K | 2026-06-22 | 2026-07-24 | 32d | — | |
Bernie Moreno Senate · R · OH | eToro Group Ltd. - Class A Common Shares | Sell | $100K-250K | 2026-05-06 | 2026-05-22 | 16d | — | ||
Bernie Moreno Senate · R · OH | BofA Finance LLC Trigger Autocallable Contingent Yield Notes
Company: Bank of America Corporation
(Charlotte, NC)
Description: Equity Index-Linked Note Linked to the Least Performing of the Invesco QQQ TrustSM, Series 1 and the iShares Russell 2000 Value ETF | Buy | $1K-15K | 2025-12-19 | 2026-01-09 | 21d | -15.8% | ||
Bernie Moreno Senate · R · OH | — | Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes
Company: Canadian Imperial Bank of Commerce
(Toronto, Ontario)
Description: Equity Index-Linked Note Linked to the Least Performing of the S&P 500 Index and the EURO STOXX 50 Index | Buy | $1K-15K | 2025-12-17 | 2026-01-09 | 23d | — | |
Bernie Moreno Senate · R · OH | —CR | Bitcoin
Exchange/Platform: eToro | Sell | $1K-15K | 2025-10-31 | 2025-11-03 | 3d | — | |
Bernie Moreno Senate · R · OH | — | GS Finance Corp. Trigger Autocallable Contingent Yield Note
Company: GS Finance Corp.
(New York, NY)
Description: Equity Index-Linked Note linked to the lesser performing of the SPX or RTY. | Buy | $1K-15K | 2025-10-22 | 2025-11-03 | 12d | — | |
Bernie Moreno Senate · R · OH | Mobile Infrastructure Corp Shares received by Hyperbole Investments, LLC via a stock distribution and promptly sold. | Sell | $15K-50K | 2025-03-17 | 2025-04-30 | 44d | — | ||
Bernie Moreno Senate · R · OH | — | JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes
Company: JP Morgan Chase Financial Company LLC
(New York, NY)
Description: Structured Note 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. | Buy | $1K-15K | 2025-04-02 | 2025-04-24 | 22d | — |