Byron Donalds

Updated Sep 14, 2026

Republican · House FL19

Wikipedia biography ↗Years Elected: About 5.7Rank: #53

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2021 – Sep 16, 2026

Estimated public-equity portfolio performance

1 year

9.32%

Cumulative estimated return

SPY: 14.60%
Outperformance: -5.28 percentage points

2025-09-15 – 2026-09-15

Missing information

10 rows without a saved price.
58 sales exceeding observed holdings (unmatched amount omitted).

3 years

43.32%

Cumulative estimated return

SPY: 70.83%
Outperformance: -27.51 percentage points

2023-09-15 – 2026-09-15

Missing information

10 rows without a saved price.
58 sales exceeding observed holdings (unmatched amount omitted).

5 years

25.66%

Cumulative estimated return

SPY: 59.46%
Outperformance: -33.80 percentage points

2021-12-31 – 2026-09-15

Missing information

10 rows without a saved price.
58 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2021-12-31.

As of Sep 15, 2026. 84 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.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
GOOG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$341.43Sep 15, 2026	Unavailable
GOOG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$341.43Sep 15, 2026	Unavailable
AMZN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$248.42Sep 15, 2026	Unavailable
AMZN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$248.42Sep 15, 2026	Unavailable
APH	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$77.65Sep 15, 2026	Unavailable
APH	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$77.65Sep 15, 2026	Unavailable
ANET	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$192.84Sep 15, 2026	Unavailable
ANET	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$192.84Sep 15, 2026	Unavailable
ADSK	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$226.50Sep 15, 2026	Unavailable
ADSK	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$226.50Sep 15, 2026	Unavailable
AVGO	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$339.27Sep 15, 2026	Unavailable
AVGO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$339.27Sep 15, 2026	Unavailable
BRO	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$67.23Sep 15, 2026	Unavailable
BRO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$67.23Sep 15, 2026	Unavailable
CDNS	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$273.96Sep 15, 2026	Unavailable
CDNS	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$273.96Sep 15, 2026	Unavailable
CCL	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$22.11Sep 15, 2026	Unavailable
CCL	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$22.11Sep 15, 2026	Unavailable
CMG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$34.83Sep 15, 2026	Unavailable
CMG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$34.83Sep 15, 2026	Unavailable
FIX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$1576.78Sep 15, 2026	Unavailable
FIX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$1576.78Sep 15, 2026	Unavailable
FTNT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$172.37Sep 15, 2026	Unavailable
FTNT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$172.37Sep 15, 2026	Unavailable
HWM	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$224.67Sep 15, 2026	Unavailable
HWM	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$224.67Sep 15, 2026	Unavailable
IDXX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$510.73Sep 15, 2026	Unavailable
IDXX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$510.73Sep 15, 2026	Unavailable
INTU	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$329.27Sep 15, 2026	Unavailable
INTU	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$329.27Sep 15, 2026	Unavailable
LRCX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$270.87Sep 15, 2026	Unavailable
LRCX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$270.87Sep 15, 2026	Unavailable
MA	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$573.27Sep 15, 2026	Unavailable
MA	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$573.27Sep 15, 2026	Unavailable
MCK	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$899.56Sep 15, 2026	Unavailable
MCK	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$899.56Sep 15, 2026	Unavailable
META	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$670.24Sep 15, 2026	Unavailable
META	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$670.24Sep 15, 2026	Unavailable
MSFT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$497.12Sep 15, 2026	Unavailable
MSFT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$497.12Sep 15, 2026	Unavailable
MPWR	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$1142.46Sep 15, 2026	Unavailable
MPWR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$1142.46Sep 15, 2026	Unavailable
NVDA	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$212.17Sep 15, 2026	Unavailable
NVDA	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$212.17Sep 15, 2026	Unavailable
PH	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
PH	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
PYPL	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$53.81Sep 15, 2026	Unavailable
PYPL	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$53.81Sep 15, 2026	Unavailable
PGR	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
PGR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	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 Sep 15, 2026

Asset	Owner	Estimated units	Estimated value
Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) [ST]	not_reported	118.4031374870504661832174042	9194.00
Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	not_reported	32.24447847815573109785587619	10455.27
First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	not_reported	2.955510588209694567087740994	6385.14
GoDaddy Inc. Class A Common Stock (GDDY) [ST]	not_reported	34.47054751335163205293199148	3529.09
Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	25.49553855959209687699171447	8704.94
Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]	not_reported	11.82578747431747298715504117	6039.78
Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST]	not_reported	93.38741683202988210575463990	992.71
Moran Wealth IRA ⇒ Robert Half International Inc. (RHI) [ST]	not_reported	71.74049497847919655667144907	2747.66
Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	not_reported	58.08449313556799454039887033	7542.85
Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	not_reported	436.3783017250647067669263155	10438.17
Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST]	not_reported	74.39557374000371954621536173	7554.87
Veeva Systems Inc. Class A Common Stock (VEEV) [ST]	not_reported	4.13033435618932910713065828	1101.23
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	not_reported	4.18542658218186050852422187	2153.95
Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST]	not_reported	23.35366921594955922704185884	9740.58
Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A (ZBRA) [ST]	not_reported	31.20198120198120198120198120	10693.86
Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) [ST]	spouse	118.4031374870504661832174042	9194.00
Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	spouse	32.24447847815573109785587619	10455.27
GoDaddy Inc. Class A Common Stock (GDDY) [ST]	spouse	34.47054751335163205293199148	3529.09
Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	25.49553855959209687699171447	8704.94
Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]	spouse	11.82578747431747298715504117	6039.78
Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST]	spouse	93.38741683202988210575463990	992.71
Moran Wealth IRA ⇒ Robert Half International Inc. (RHI) [ST]	spouse	71.74049497847919655667144907	2747.66
Moran Wealth IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	spouse	58.08449313556799454039887033	7542.85
Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	spouse	436.3783017250647067669263155	10438.17
Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST]	spouse	74.39557374000371954621536173	7554.87
Veeva Systems Inc. Class A Common Stock (VEEV) [ST]	spouse	4.13033435618932910713065828	1101.23
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	spouse	4.18542658218186050852422187	2153.95
Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST]	spouse	23.35366921594955922704185884	9740.58
Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A (ZBRA) [ST]	spouse	31.20198120198120198120198120	10693.86

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. Annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

220 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
BRO — Brown & Brown, Inc. Common Stock (BRO) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 11 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 12 · Ptr spouse · P · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 15 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 16 · Ptr spouse · P · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
DASH — DoorDash, Inc. - Common Stock (DASH) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 17 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 18 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
EFX — Equifax, Inc. Common Stock (EFX) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 19 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 20 · Ptr not_reported · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
FCNCA — First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 21 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 22 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
FI — Fiserv, Inc. Common Stock (FI) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 23 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 24 · Ptr spouse · P · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
IT — Gartner, Inc. Common Stock (IT) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 25 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 27 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 28 · Ptr not_reported · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 29 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 30 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
MSCI — MSCI Inc. Common Stock (MSCI) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 31 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 32 · Ptr not_reported · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
NVO — Novo Nordisk A/S Common Stock (NVO) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 33 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 34 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 35 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 36 · Ptr not_reported · P · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
PGR — Progressive Corporation (PGR) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 37 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 38 · Ptr spouse · P · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
HOOD — Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 41 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 42 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
TW — Tradeweb Markets Inc. - Class A Common Stock (TW) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 45 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 46 · Ptr spouse · P · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
VEEV — Veeva Systems Inc. Class A Common Stock (VEEV) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 47 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 48 · Ptr not_reported · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 49 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 50 · Ptr spouse · S · $1,001 - $15,000	Mar 20, 2025	Sep 11, 2026
HOOD — Moran Wealth IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 14 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · P · $1,001 - $15,000	Mar 6, 2025	Sep 14, 2026
TTD — Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · P · $1,001 - $15,000	Mar 6, 2025	Sep 14, 2026
CHE — Moran Wealth IRA ⇒ Chemed Corp (CHE) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 35 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 60 · Annual spouse · S · $1,001 - $15,000	Mar 6, 2025	Sep 14, 2026
CHE — Chemed Corp (CHE) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 13 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · S · $1,001 - $15,000	Mar 6, 2025	Sep 11, 2026
HOOD — Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 39 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 40 · Ptr not_reported · P · $1,001 - $15,000	Mar 6, 2025	Sep 11, 2026
TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 43 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 44 · Ptr spouse · P · $1,001 - $15,000	Mar 6, 2025	Sep 11, 2026
DASH — Moran Wealth IRA ⇒ DoorDash, Inc. - Common Stock (DASH) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · P · $1,001 - $15,000	Feb 13, 2025	Sep 14, 2026
FTNT — Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 25 · Annual spouse · P · $1,001 - $15,000	Feb 13, 2025	Sep 14, 2026
LMT — Moran Wealth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 12 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · S · $1,001 - $15,000	Feb 13, 2025	Sep 14, 2026
FDS — Moran Wealth IRA ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 13 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 27 · Annual spouse · S · $1,001 - $15,000	Feb 13, 2025	Sep 14, 2026
DASH — DoorDash, Inc. - Common Stock (DASH) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000	Feb 13, 2025	Sep 11, 2026
FDS — FactSet Research Systems Inc. Common Stock (FDS) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · S · $1,001 - $15,000	Feb 13, 2025	Sep 11, 2026
FTNT — Fortinet, Inc. - Common Stock (FTNT) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000	Feb 13, 2025	Sep 11, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · S · $1,001 - $15,000	Feb 13, 2025	Sep 11, 2026
FCNCA — Moran Wealth IRA ⇒ First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · P · $1,001 - $15,000	Jan 21, 2025	Sep 14, 2026
GDDY — Moran Wealth IRA ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 4 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · P · $1,001 - $15,000	Jan 21, 2025	Sep 14, 2026
RLI — Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · S · $1,001 - $15,000	Jan 21, 2025	Sep 14, 2026
FCNCA — First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000	Jan 21, 2025	Sep 11, 2026
GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 6 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · P · $1,001 - $15,000	Jan 21, 2025	Sep 11, 2026
RLI — RLI Corp. Common Stock (RLI) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · S · $1,001 - $15,000	Jan 21, 2025	Sep 11, 2026
FCNCA — Moran Wealth IRA ⇒ First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Annual not_reported · P · $1,001 - $15,000	Jan 16, 2025	Sep 14, 2026
GDDY — Moran Wealth IRA ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 8 · Annual spouse · P · $1,001 - $15,000	Jan 16, 2025	Sep 14, 2026
MRK — Moran Wealth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · S · $1,001 - $15,000	Jan 16, 2025	Sep 14, 2026
RLI — Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST]	Multiple owners	Sale (mixed sale types)Annual schedule; may repeat a PTR Source rows (3) $3,003–$45,000 Original ↗ · Row 6 · Annual not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 7 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · S (partial) · $1,001 - $15,000	Jan 16, 2025	Sep 14, 2026
FCNCA — First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000	Jan 16, 2025	Sep 11, 2026
GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000	Jan 16, 2025	Sep 11, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 8 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · S · $1,001 - $15,000	Jan 16, 2025	Sep 11, 2026
RLI — RLI Corp. Common Stock (RLI) [ST]	Multiple owners	Sale (mixed sale types) Source rows (3) $3,003–$45,000 Original ↗ · Row 10 · Ptr spouse · S (partial) · $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · S · $1,001 - $15,000	Jan 16, 2025	Sep 11, 2026
MCK — Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 5 · Annual spouse · P · $1,001 - $15,000	Oct 1, 2024	Sep 14, 2026
NU — Moran Wealth IRA ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 6 · Annual spouse · P · $1,001 - $15,000	Oct 1, 2024	Sep 14, 2026
SNPS — Moran Wealth IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 8 · Annual spouse · S · $1,001 - $15,000	Oct 1, 2024	Sep 14, 2026
APPF — Moran Wealth IRA ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 4 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 7 · Annual spouse · S · $1,001 - $15,000	Oct 1, 2024	Sep 14, 2026
APPF — AppFolio, Inc. - Class A Common Stock (APPF) [ST]	Multiple owners	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000	Oct 1, 2024	Sep 11, 2026

All disclosures

37 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
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	Not established	Needs review
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