Jerry Moran Stock Trades

Jerry Moran Trading Profile | Quantellect Jerry Moran Trading Profile | Quantellect

Jerry Moran's disclosed trading pattern breaks into two distinct eras, and the dividing line is a single disclosure filed on January 17, 2024. That filing, covering a transaction date of December 14, 2023, reported 45 transactions: 43 separate sales and two purchases in one day across names as varied as Apple, Exxon Mobil, Bank of America, Comcast, Pfizer and Kimberly-Clark. It was the largest concentrated selling event in the senator's disclosed record and was followed by much lower activity for the next two full calendar years: five transactions dated in 2024, seven in 2025, and seven more so far in 2026.

Before that shift, Moran and his household were frequent traders. The disclosure record, which spans transaction dates from December 2018 through June 2026 and totals 256 transactions, shows 63 transactions in 2018 alone, 43 in 2019, 47 in 2020 and 39 in 2021. Activity then went quiet in 2022 before the 45-transaction cluster dated December 14, 2023. After that date, the household's disclosed activity has been limited exclusively to two names: Berkshire Hathaway and Alphabet.

A disclosure record led by two names, then narrowed further

Across the full disclosure history, Berkshire Hathaway Class B shares are the record's single most frequently disclosed security, appearing under two ticker formats that the data tracks separately: BRK.B with 20 transactions and BRK-B with five. Alphabet Class C stock ranks second at 14 transactions, split evenly between purchases and sales. Apple, Exxon Mobil and Costco round out the next tier of frequency, though all three saw their last disclosed activity in 2023 or earlier, meaning none reappeared in transactions dated during 2025 or 2026.

The 2026 activity illustrates how narrow the recent trading pattern has become. On June 23, 2026, Moran, acting personally, purchased Alphabet Class C stock in the $1,001 to $15,000 range and Berkshire Hathaway Class B stock in the $15,001 to $50,000 range. A month earlier, on May 27, 2026, the household reported five transactions in the same two names: four Berkshire purchases split evenly between Moran and his spouse, plus a partial Alphabet sale attributed to Moran personally. On May 8, 2025, four Alphabet purchases, two attributed to Moran and two to his spouse, were later disclosed on June 18. Activity dated September 23, 2025 paired a personal Berkshire purchase with two partial Alphabet sales, one attributed to Moran and one to his spouse; those transactions were disclosed on October 27. Together, those records show recent activity centered tightly on the same two securities, although the mix of purchases, sales and attribution varied by date.

Attribution across the full record splits close to evenly between the senator himself and his spouse. Of 256 total transactions, 138 are attributed to Moran personally, 100 to his spouse, one joint, and 17 carry no attribution because the disclosure source did not specify it. That last category should not be read as personal activity. Purchases have outpaced sales in the two most recent years represented, six purchases against one sale in 2026 and five against two in 2025, after several years, particularly 2020 and 2023, when sales dominated.

Sector concentration and what the companies do

Financials is the most frequently disclosed sector by transaction count at 48, followed by securities the database could not classify by sector at 46, including the 20 BRK.B entries. Communication Services accounts for 36 transactions, Health Care for 35, Information Technology for 32 and Consumer Staples for 26. Energy accounts for 23 transactions, including 10 involving Exxon Mobil and four involving Chevron; both companies' latest disclosed activity was dated December 14, 2023.

The two names dominating recent activity are treated differently in the sector data: Alphabet is classified under Communication Services, while the BRK.B entries are unclassified. Alphabet operates through Google Services, Google Cloud and Other Bets. Its disclosed company description includes products such as Google Search, YouTube and Android, while Google Cloud offers AI infrastructure, Vertex AI and Gemini enterprise services. The December 2023 disclosure also shows full sales involving health care providers and services companies such as CVS, Cigna and DaVita, telecommunications company Verizon, and Information Technology names Intel and Cisco. The filing therefore records a broad-based set of full sales across multiple sectors on the same transaction date.

Before 2024, Moran's disclosed activity covered Financials, Health Care, Information Technology, Energy, Consumer Staples, Communication Services, Consumer Discretionary and Real Estate, along with securities the database could not classify. Recurring names included Comcast, Verizon, JPMorgan Chase, Wells Fargo, Bank of America and U.S. Bancorp. By contrast, every disclosed transaction dated after December 14, 2023 involved either Berkshire Hathaway Class B or Alphabet Class C.

Moran's Quantellect Score sits at 34 as of August 21, 2026, placing him in the "mixed" tier and ranking him 51st among a cohort of 76 scored members of Congress, with coverage currently described as limited.

About this profile

This page is generated from data disclosed under the Stop Trading on Congressional Knowledge Act of 2012 and filed with the Senate Select Committee on Ethics. Transactions attributed to a spouse, dependent, or joint account reflect filings made under the member's disclosure obligation and may not represent trades made by the member personally. Amounts are reported in disclosed ranges, not exact figures. This profile describes transaction activity only.