Bernie Moreno Stock Trades

Bernie Moreno Trading Activity | Quantellect Bernie Moreno Trading Activity

Bernie Moreno's disclosed trading activity leans heavily toward structured notes rather than individual stocks. Of the nine transactions disclosed since he took office, six involve equity-linked or trigger autocallable contingent yield notes issued by major financial institutions. The remaining three disclosures comprise full sales involving two operating companies and Bitcoin. The record therefore shows structured notes appearing more frequently than individual-company securities.

Moreno, a Republican serving Ohio in the Senate since January 3, 2025, has disclosed nine transactions dated between March 17, 2025 and June 24, 2026: four purchases and five sales, all attributed to himself, with no spousal, joint, or dependent-child activity recorded. Every disclosed transaction falls in the $1,001 to $15,000 range except two: a $15,001 to $50,000 full sale of Mobile Infrastructure Corporation (BEEP) in March 2025, and a $100,001 to $250,000 full sale of eToro Group Ltd. (ETOR) in May 2026, by far the largest transaction in his disclosed record.

Trading Activity Centered on Structured Notes

The dominant thread in Moreno's disclosures is his repeated use of trigger autocallable contingent yield notes linked to issuers including Bank of America Corporation, Canadian Imperial Bank of Commerce, GS Finance Corp., and JP Morgan Chase Financial Company. These notes appear on both sides of the ledger: he purchased a JP Morgan Chase Financial Company note on April 2, 2025, a GS Finance Corp. note on October 22, 2025, a Canadian Imperial Bank of Commerce note on December 17, 2025, and a Bank of America note on December 19, 2025. He then disclosed full sales of the Canadian Imperial Bank of Commerce and Bank of America notes dated June 22 and June 24, 2026, respectively, each in the $1,001 to $15,000 range. Both sales were disclosed on July 24, 2026. The filings identify the transactions as full sales but do not establish whether they resulted from an autocall, maturity, or discretionary sale.

By transaction count, the record splits 2025 and 2026 differently: 2025 carried six transactions, four purchases and two sales, while 2026 has recorded three transactions through the packet's August 22 measurement date, all sales. That shift from a mix of buying and selling to a sales-only pattern in 2026 is the most notable change in his activity to date, though with only nine transactions across two calendar years, it is too early to call it an established habit.

Two Names Outside the Notes

Two disclosures stand apart from the structured-note pattern because they involve identifiable operating companies. On March 17, 2025, Moreno fully sold Mobile Infrastructure Corporation (BEEP), a Maryland-incorporated company that owns parking assets throughout the United States. The transaction, disclosed on April 30, fell in the $15,001 to $50,000 range. As of March 31, 2026, the company owned 35 parking facilities across 18 U.S. markets, totaling approximately 13,200 parking spaces and 4.6 million square feet, along with approximately 0.1 million square feet of adjacent retail and commercial space. The company is classified under Industrials, specifically Transportation Infrastructure.

The larger and more recent of the two is the May 6, 2026 full sale of eToro Group Ltd. (ETOR) Class A common shares, valued between $100,001 and $250,000 and disclosed on May 22. It is the single largest disclosed transaction in Moreno's record. eToro is an Israel-headquartered, multi-asset trading and investing platform that supports equities, crypto assets, commodities, currencies, and options. Its services include CopyTrader, which lets users follow and replicate trading activity; the eToro Academy education hub; and the eToro Money money-management product. The company is classified under Financials, in the Capital Markets industry. Separately, Moreno disclosed a full sale of Bitcoin on the eToro exchange platform dated October 31, 2025, in the $1,001 to $15,000 range. That transaction was disclosed on November 3, 2025.

Sector classification across the nine disclosures is limited. Seven transactions are recorded under Unknown sector: the six bank-issued structured-note transactions and the Bitcoin sale. Of the remaining two, one falls under Financials (eToro) and one under Industrials (Mobile Infrastructure). This classification does not support characterizing Moreno's disclosed activity as pursuing a particular sector theme, and the structured-note records do not identify purchases of the issuing banks' common shares.

Quantellect has not published a Quantellect Score for Moreno as of the latest published scoring date, August 21, 2026; no score row exists for him on that date. Across the current Senate, 39 of 100 sitting members have no disclosed trades on record. Across the broader database population, 76 members carry a published score, including 73 sitting members.

Disclaimer

This profile is based solely on transactions disclosed under the Stop Trading on Congressional Knowledge Act of 2012 and filed with the Senate Select Committee on Ethics. Disclosed transactions reflect periodic reporting requirements and may not represent a complete or current picture of the subject's finances. Amounts are reported in disclosed ranges, not exact figures. This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.