Byron Donalds

Estimate as of Oct 26, 2026

Republican · House FL19

Wikipedia biography ↗Years Elected: About 5.8Rank: #47

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2021 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

10.15%

Cumulative estimated return

SPY: 13.01%
Outperformance: -2.86 percentage points

2025-10-24 – 2026-10-26

Missing information

11 rows without a saved price.
63 sales exceeding observed holdings (unmatched amount omitted).
267 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

61.18%

Cumulative estimated return

SPY: 85.52%
Outperformance: -24.34 percentage points

2023-10-26 – 2026-10-26

Missing information

11 rows without a saved price.
63 sales exceeding observed holdings (unmatched amount omitted).
267 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

44.48%

Cumulative estimated return

SPY: 67.86%
Outperformance: -23.38 percentage points

2021-10-26 – 2026-10-26

Missing information

11 rows without a saved price.
63 sales exceeding observed holdings (unmatched amount omitted).
267 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 89 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
TTD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$12.55Nov 2, 2026	Unavailable
TTD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$12.55Nov 2, 2026	Unavailable
TW	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$124.02Nov 2, 2026	Unavailable
TW	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$124.02Nov 2, 2026	Unavailable
TT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$413.33Nov 2, 2026	Unavailable
TT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$413.33Nov 2, 2026	Unavailable
V	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$425.51Nov 2, 2026	Unavailable
V	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$425.51Nov 2, 2026	Unavailable
ZTS	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$83.18Nov 2, 2026	Unavailable
ZTS	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$83.18Nov 2, 2026	Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST]	not_reported	27.02780311475963649876693355	6742.09
Moran Wealth IRA ⇒ AMETEK, Inc. (AME) [ST]	not_reported	89.52109208906791988362985342	21736.62
Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	not_reported	34.66120786760246079195910233	8633.76
Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]	not_reported	61.05853621308097382278867435	10822.01
Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) [ST]	not_reported	118.4031374870504661832174042	8912.20
Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	not_reported	23.11615140132909563709910431	7609.14
Moran Wealth IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]	not_reported	37.09086694483078349559573482	3718.36
Moran Wealth IRA ⇒ Brunswick Corporation (BC) [ST]	not_reported	79.42519606869850094311525861	5250.80
Moran Wealth IRA ⇒ Biogen Inc. (BIIB) [ST]	not_reported	29.90282190244814053447953654	7543.29
Moran Wealth IRA ⇒ Bristol-Myers Squibb Company (BMY) [ST]	not_reported	155.9247709998051062171116741	9606.53
Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares (CCL) [ST]	not_reported	261.9679109364767518009168304	7036.46
Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]	not_reported	4.32786884858334874953794970	1394.31
Chemed Corp (CHE) [ST]	not_reported	1.64005780429610491877664035	841.19
Moran Wealth IRA ⇒ Ciena Corporation (CIEN) [ST]	not_reported	147.7197193500738552437223043	49623.49
Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	not_reported	32.24447847815573109785587619	11155.62
Moran Wealth IRA ⇒ Dynatrace, Inc. Common Stock (DT) [ST]	not_reported	146.2881696836716035838361675	9388.77
Moran Wealth IRA ⇒ Elevance Health, Inc. (ELV) [ST]	not_reported	15.59642864105113359455718658	6727.05
Moran Wealth IRA ⇒ Edwards Lifesciences Corporation (EW) [ST]	not_reported	107.2309341911271947460125988	9710.83
Moran Wealth IRA ⇒ Expeditors International of Washington, Inc. (EXPD) [ST]	not_reported	59.57629011840047658053466379	11702.57
First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	not_reported	2.955510588209694567087740994	6932.48
Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) [ST]	not_reported	8.572362288249097279516548983	10665.65
Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]	not_reported	100.7492759098350333711119506	18470.36
GoDaddy Inc. Class A Common Stock (GDDY) [ST]	not_reported	34.47054751335163205293199148	3785.56
Moran Wealth IRA ⇒ General Motors Company (GM) [ST]	not_reported	222.7310690423162583518930958	16996.61
Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	25.49553855959209687699171447	8010.44
Moran Wealth IRA ⇒ Honeywell International Inc. (HON) [ST]	not_reported	55.84078258160957768898157439	12244.77
Moran Wealth IRA ⇒ Humana Inc. Common Stock (HUM) [ST]	not_reported	17.47559031039077346497455276	7291.17
Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]	not_reported	11.82578747431747298715504117	6743.18
Moran Wealth IRA ⇒ Ingersoll Rand Inc. (IR) [ST]	not_reported	103.4458236358934574605637445	7708.78
Moran Wealth IRA ⇒ Intuitive Surgical, Inc. (ISRG) [ST]	not_reported	30.15074429998115696250235538	13616.98
Moran Wealth IRA ⇒ L3Harris Technologies, Inc. (LHX) [ST]	not_reported	47.15329757765073377733246891	12270.70
Eli Lilly and Company Common Stock (LLY) [ST]	not_reported	8.551379892686889416191025888	10938.41
Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]	not_reported	46.73735249445028624839350391	11100.12
Moran Wealth IRA ⇒ Mastercard Incorporated (MA) [ST]	not_reported	14.01432875560538116591928251	8597.79
Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) [ST]	not_reported	9.753257994124029306708603055	9683.72
Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	not_reported	12.12031692647972246208850308	7642.59
Moran Wealth IRA ⇒ Monster Beverage Corporation (MNST) [ST]	not_reported	277.7469189376844297864954001	12898.57
Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST]	not_reported	3.425155701266999706766674438	3998.08
Merck & Company, Inc. Common Stock (MRK) [ST]	not_reported	0.97434264930368801581530813	137.00
Marvell Technology, Inc. - Common Stock (MRVL) [ST]	not_reported	74.69423956680048548221454579	17462.02
Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	16.54294694181382076837186221	8810.77
Netflix, Inc. - Common Stock (NFLX) [ST]	not_reported	194.9413536517710650053209864	12456.75
ServiceNow, Inc. Common Stock (NOW) [ST]	not_reported	75.13617580766341096919609316	11885.04
Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	not_reported	42.89812332439678284182305630	9265.99
Moran Wealth IRA ⇒ Progressive Corporation (PGR) [ST]	not_reported	35.13305814157737572457403829	8054.25
Parker-Hannifin Corporation Common Stock (PH) [ST]	not_reported	20.61190680610769552483842253	18642.03
PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	not_reported	178.1848552338530066815144766	9798.39
Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST]	not_reported	93.38741683202988210575463990	1285.94
Moran Wealth IRA ⇒ Robert Half International Inc. (RHI) [ST]	not_reported	71.74049497847919655667144907	3226.89
Moran Wealth IRA ⇒ Republic Services, Inc. (RSG) [ST]	not_reported	97.50761730652041438147471054	23529.56
Moran Wealth IRA ⇒ United Technologies Corporation (UTX) [ST]	not_reported	129.8360921778643297630639403	25640.03
Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	not_reported	58.08449313556799454039887033	9768.65
Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	not_reported	436.3783121765761813788223237	11358.93
Moran Wealth IRA ⇒ Stellantis N.V. Common Shares (STLA) [ST]	not_reported	426.4658848614072494669509595	1739.98
Moran Wealth IRA ⇒ AT&T Inc. (T) [ST]	not_reported	350.6394458484951980476106388	7310.83
Moran Wealth IRA ⇒ T-Mobile US, Inc. (TMUS) [ST]	not_reported	76.81709073451752280364858377	11286.74
Moran Wealth IRA ⇒ Trane Technologies plc (TT) [ST]	not_reported	20.55626927029804727646454265	9353.72
Moran Wealth IRA ⇒ Take-Two Interactive Software, Inc. (TTWO) [ST]	not_reported	45.01744316902993472878685573	9154.30
Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST]	not_reported	74.39557374000371954621536173	9184.13
Moran Wealth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	not_reported	27.12493642990337345312764875	11140.21
Moran Wealth IRA ⇒ Visa Inc. (V) [ST]	not_reported	22.81229505859542071797211371	9219.82
Veeva Systems Inc. Class A Common Stock (VEEV) [ST]	not_reported	4.13033435618932910713065828	1314.19
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	not_reported	4.18542658218186050852422187	2165.92
Moran Wealth IRA ⇒ Verizon Communications Inc. (VZ) [ST]	not_reported	153.9742109314857582755966128	6636.29
Moran Wealth IRA ⇒ Washington Federal, Inc. (WAFD) [ST]	not_reported	238.4649776453055141579731744	7025.18
Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST]	not_reported	23.35366921594955922704185884	10648.81
Moran Wealth IRA ⇒ Waste Management, Inc. (WM) [ST]	not_reported	75.54055329997167406288358040	18206.78
Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A (ZBRA) [ST]	not_reported	31.20198120198120198120198120	11986.24
Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST]	spouse	27.02780311475963649876693355	6742.09
Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	spouse	34.66120786760246079195910233	8633.76
Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]	spouse	61.05853621308097382278867435	10822.01
Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) [ST]	spouse	118.4031374870504661832174042	8912.20
Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	spouse	23.11615140132909563709910431	7609.14
Moran Wealth IRA ⇒ Brunswick Corporation (BC) [ST]	spouse	79.42519606869850094311525861	5250.80
Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares (CCL) [ST]	spouse	261.9679109364767518009168304	7036.46
Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]	spouse	4.32786884858334874953794970	1394.31
Chemed Corp (CHE) [ST]	spouse	1.64005780429610491877664035	841.19
Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	spouse	32.24447847815573109785587619	11155.62
Moran Wealth IRA ⇒ Dynatrace, Inc. Common Stock (DT) [ST]	spouse	146.2881696836716035838361675	9388.77
Moran Wealth IRA ⇒ Elevance Health, Inc. (ELV) [ST]	spouse	15.59642864105113359455718658	6727.05
Moran Wealth IRA ⇒ Edwards Lifesciences Corporation (EW) [ST]	spouse	107.2309341911271947460125988	9710.83
Moran Wealth IRA ⇒ Expeditors International of Washington, Inc. (EXPD) [ST]	spouse	59.57629011840047658053466379	11702.57
Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) [ST]	spouse	8.572362288249097279516548983	10665.65
Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]	spouse	100.7492759098350333711119506	18470.36
GoDaddy Inc. Class A Common Stock (GDDY) [ST]	spouse	34.47054751335163205293199148	3785.56
Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	25.49553855959209687699171447	8010.44
Moran Wealth IRA ⇒ Humana Inc. Common Stock (HUM) [ST]	spouse	17.47559031039077346497455276	7291.17
Howmet Aerospace Inc. Common Stock (HWM) [ST]	spouse	10.58589980110861646505095738	2057.48
Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]	spouse	11.82578747431747298715504117	6743.18
Moran Wealth IRA ⇒ Intuitive Surgical, Inc. (ISRG) [ST]	spouse	30.15074429998115696250235538	13616.98
Eli Lilly and Company Common Stock (LLY) [ST]	spouse	8.551379892686889416191025888	10938.41
Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]	spouse	46.73735249445028624839350391	11100.12
Moran Wealth IRA ⇒ Mastercard Incorporated (MA) [ST]	spouse	14.01432875560538116591928251	8597.79
Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) [ST]	spouse	9.753257994124029306708603055	9683.72
Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	spouse	12.12031692647972246208850308	7642.59
Moran Wealth IRA ⇒ Monster Beverage Corporation (MNST) [ST]	spouse	277.7469189376844297864954001	12898.57
Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST]	spouse	3.425155701266999706766674438	3998.08
Merck & Company, Inc. Common Stock (MRK) [ST]	spouse	0.97434264930368801581530813	137.00
Marvell Technology, Inc. - Common Stock (MRVL) [ST]	spouse	74.69423956680048548221454579	17462.02
Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	spouse	16.54294694181382076837186221	8810.77
Netflix, Inc. - Common Stock (NFLX) [ST]	spouse	194.9413536517710650053209864	12456.75
ServiceNow, Inc. Common Stock (NOW) [ST]	spouse	75.13617580766341096919609316	11885.04
Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	spouse	42.89812332439678284182305630	9265.99
Moran Wealth IRA ⇒ Progressive Corporation (PGR) [ST]	spouse	35.13305814157737572457403829	8054.25
Parker-Hannifin Corporation Common Stock (PH) [ST]	spouse	1.564051235968721825527329771	1414.57
PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	spouse	178.1848552338530066815144766	9798.39
Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST]	spouse	93.38741683202988210575463990	1285.94
Moran Wealth IRA ⇒ Robert Half International Inc. (RHI) [ST]	spouse	71.74049497847919655667144907	3226.89
Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	spouse	58.08449313556799454039887033	9768.65
Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	spouse	436.3783121765761813788223237	11358.93
Moran Wealth IRA ⇒ Stellantis N.V. Common Shares (STLA) [ST]	spouse	426.4658848614072494669509595	1739.98
Moran Wealth IRA ⇒ Trane Technologies plc (TT) [ST]	spouse	20.55626927029804727646454265	9353.72
Moran Wealth IRA ⇒ Take-Two Interactive Software, Inc. (TTWO) [ST]	spouse	45.01744316902993472878685573	9154.30
Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST]	spouse	74.39557374000371954621536173	9184.13
Moran Wealth IRA ⇒ Visa Inc. (V) [ST]	spouse	22.81229505859542071797211371	9219.82
Veeva Systems Inc. Class A Common Stock (VEEV) [ST]	spouse	4.13033435618932910713065828	1314.19
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	spouse	4.18542658218186050852422187	2165.92
Moran Wealth IRA ⇒ Verizon Communications Inc. (VZ) [ST]	spouse	153.9742109314857582755966128	6636.29
Moran Wealth IRA ⇒ Washington Federal, Inc. (WAFD) [ST]	spouse	238.4649776453055141579731744	7025.18
Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST]	spouse	23.35366921594955922704185884	10648.81
Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A (ZBRA) [ST]	spouse	31.20198120198120198120198120	11986.24

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
PYPL	Spouse	Mar 20, 2025	$69.67	Feb 10, 2026	$41.49	-40.45%
TTD	Spouse	Mar 6, 2025	$64.98	Sep 4, 2025	$51.92	-20.10%
FTNT	Spouse	Feb 13, 2025	$109.98	Sep 4, 2025	$76.44	-30.50%
CMG	Spouse	Mar 20, 2025	$49.00	Sep 4, 2025	$41.41	-15.49%
NU	Spouse	Oct 1, 2024	$13.43	Apr 10, 2025	$10.25	-23.68%
GDDY	Spouse	Jan 16, 2025	$200.85	Mar 20, 2025	$180.69	-10.04%
GDDY	Spouse	Jan 21, 2025	$205.59	Mar 20, 2025	$180.69	-12.11%

All trades

225 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
VRTX — Moran Wealth IRA ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 55 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 56 · Annual spouse · P · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
CSL — Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 17 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 18 · Annual spouse · P · $1,001 - $15,000	Oct 7, 2022	Sep 14, 2026
NVO — Moran Wealth IRA ⇒ Novo Nordisk A/S (NVO) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 41 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · P · $1,001 - $15,000	Oct 7, 2022	Sep 14, 2026
STLA — Moran Wealth IRA ⇒ Stellantis N.V. Common Shares (STLA) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 49 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 50 · Annual spouse · S · $1,001 - $15,000	Oct 7, 2022	Sep 14, 2026
TTWO — Moran Wealth IRA ⇒ Take-Two Interactive Software, Inc. (TTWO) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 51 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 52 · Annual spouse · S · $1,001 - $15,000	Oct 7, 2022	Sep 14, 2026
AA — Moran Wealth IRA ⇒ Alcoa Corporation (AA) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 2 · Annual spouse · S · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
CE — Moran Wealth IRA ⇒ Celanese Corporation Celanese Corporation (CE) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 19 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · S · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
CMA — Moran Wealth IRA ⇒ Comerica Incorporated (CMA) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 22 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · P · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
ELV — Moran Wealth IRA ⇒ Elevance Health, Inc. (ELV) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 25 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · P · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
EXPD — Moran Wealth IRA ⇒ Expeditors International of Washington, Inc. (EXPD) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 27 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 28 · Annual spouse · S · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
HWM — Moran Wealth IRA ⇒ Howmet Aerospace Inc. (HWM) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 31 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 32 · Annual spouse · P · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
MRK — Moran Wealth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 37 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · P · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
VZ — Moran Wealth IRA ⇒ Verizon Communications Inc. (VZ) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 53 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 54 · Annual spouse · S · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
WAT — Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 57 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 58 · Annual spouse · P · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
WLK — Moran Wealth IRA ⇒ Westlake Corporation (WLK) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 59 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 60 · Annual spouse · S · $1,001 - $15,000	Aug 12, 2022	Sep 14, 2026
LH — Moran Wealth IRA ⇒ Laboratory Corporation of America Holdings (LH) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 33 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 34 · Annual spouse · S · $1,001 - $15,000	May 31, 2022	Sep 14, 2026
WLK — Moran Wealth IRA ⇒ Westlake Corporation (WLK) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 61 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 62 · Annual spouse · P · $1,001 - $15,000	May 31, 2022	Sep 14, 2026
CHRW — Moran Wealth IRA ⇒ C.H. Robinson Worldwide, Inc. (CHRW) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · P · $1,001 - $15,000	May 3, 2022	Sep 14, 2026
SHOP — Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 47 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · S · $1,001 - $15,000	May 3, 2022	Sep 14, 2026
AA — Moran Wealth IRA ⇒ Alcoa Corporation (AA) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 4 · Annual spouse · P · $1,001 - $15,000	Apr 5, 2022	Sep 14, 2026
RHI — Moran Wealth IRA ⇒ Robert Half Inc. (RHI) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 45 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · S · $1,001 - $15,000	Apr 5, 2022	Sep 14, 2026
FDS — Moran Wealth IRA ⇒ FactSet Research Systems Inc. (FDS) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 29 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 30 · Annual spouse · P · $1,001 - $15,000	Mar 1, 2022	Sep 14, 2026
ZION — Moran Wealth IRA ⇒ Zions Bancorporation N.A. (ZION) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 63 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 64 · Annual spouse · S · $1,001 - $15,000	Mar 1, 2022	Sep 14, 2026
CSL — Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	Multiple owners	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 13 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 15 · Annual spouse · S · $1,001 - $15,000	Jan 6, 2022	Sep 14, 2026
LH — Moran Wealth IRA ⇒ Laboratory Corporation of America Holdings (LH) [ST]	Multiple owners	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 35 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 36 · Annual spouse · P · $1,001 - $15,000	Jan 6, 2022	Sep 14, 2026

All disclosures

38 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Sep 15, 2026	Byron Donalds — PTR filed 2026-09-15 Ptr	Not established	Parsed
Aug 13, 2026	Byron Donalds — Financial disclosure (A) filed 2026-08-13 Financial	Not established	Needs review
Aug 13, 2026	Byron Donalds — Annual report filed 2026-08-13 Annual	Dec 31, 2025	Needs review
Jul 15, 2026	Byron Donalds — PTR filed 2026-07-15 Ptr	Not established	Parsed
Jun 4, 2026	Byron Donalds — Financial disclosure (A) filed 2026-06-04 Financial	Not established	Needs review
May 13, 2026	Byron Donalds — PTR filed 2026-05-13 Ptr	Not established	Parsed
Apr 8, 2026	Byron Donalds — Financial disclosure (X) filed 2026-04-08 Financial	Not established	Parsed
Apr 8, 2026	Byron Donalds — PTR filed 2026-04-08 Ptr	Not established	Parsed
Mar 6, 2026	Byron Donalds — PTR filed 2026-03-06 Ptr	Not established	Parsed
Feb 19, 2026	Byron Donalds — PTR filed 2026-02-19 Ptr	Not established	Needs review
Feb 12, 2026	Byron Donalds — PTR filed 2026-02-12 Ptr	Not established	Parsed
Jan 9, 2026	Byron Donalds — PTR filed 2026-01-09 Ptr	Not established	Needs review
Jan 7, 2026	Byron Donalds — PTR filed 2026-01-07 Ptr	Not established	Parsed
Nov 18, 2025	Byron Donalds — PTR filed 2025-11-18 Ptr	Not established	Parsed
Oct 7, 2025	Byron Donalds — PTR filed 2025-10-07 Ptr	Not established	Parsed
Sep 5, 2025	Byron Donalds — PTR filed 2025-09-05 Ptr	Not established	Parsed
Aug 13, 2025	Byron Donalds — Financial disclosure (A) filed 2025-08-13 Financial	Not established	Needs review
Aug 13, 2025	Byron Donalds — Annual report filed 2025-08-13 Annual	Dec 31, 2024	Needs review
Jun 2, 2025	Byron Donalds — Financial disclosure (X) filed 2025-06-02 Financial	Not established	Parsed
May 24, 2025	Byron Donalds — PTR filed 2025-05-24 Ptr	Not established	Parsed
May 15, 2025	Byron Donalds — Financial disclosure (X) filed 2025-05-15 Financial	Not established	Parsed
Apr 14, 2025	Byron Donalds — PTR filed 2025-04-14 Ptr	Not established	Parsed
Mar 25, 2025	Byron Donalds — PTR filed 2025-03-25 Ptr	Not established	Parsed
Feb 10, 2025	Byron Donalds — PTR filed 2025-02-10 Ptr	Not established	Parsed
Nov 8, 2024	Byron Donalds — Financial disclosure (A) filed 2024-11-08 Financial	Not established	Needs review
Nov 8, 2024	Byron Donalds — PTR filed 2024-11-08 Ptr	Not established	Needs review
Nov 7, 2024	Byron Donalds — PTR filed 2024-11-07 Ptr	Not established	Parsed
Aug 13, 2024	Byron Donalds — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
May 15, 2024	Byron Donalds — Financial disclosure (X) filed 2024-05-15 Financial	Not established	Needs review
Aug 11, 2023	Byron Donalds — Annual report filed 2023-08-11 Annual	Dec 31, 2022	Needs review
May 24, 2023	Byron Donalds — Financial disclosure (X) filed 2023-05-24 Financial	Not established	Needs review
Aug 9, 2022	Byron Donalds — Annual report filed 2022-08-09 Annual	Dec 31, 2021	Parsed
Jun 7, 2022	Byron Donalds — Financial disclosure (X) filed 2022-06-07 Financial	Not established	Parsed
Aug 13, 2021	Byron Donalds — Financial disclosure (H) filed 2021-08-13 Financial	Not established	Needs review
Apr 26, 2021	Byron Donalds — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Feb 9, 2021	Byron Donalds — Financial disclosure (A) filed 2021-02-09 Financial	Jun 30, 2020	Parsed
Jul 13, 2020	Byron Donalds — Financial disclosure (C) filed 2020-07-13 Financial	Jun 30, 2020	Parsed
Feb 6, 2020	Byron Donalds — Financial disclosure (X) filed 2020-02-06 Financial	Not established	Parsed