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
MCK — McKesson Corporation Common Stock (MCK) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000	Oct 1, 2024	Sep 11, 2026
NU — Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST]	Multiple owners	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · P · $1,001 - $15,000	Oct 1, 2024	Sep 11, 2026
SNPS — Synopsys, Inc. - Common Stock (SNPS) [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	Oct 1, 2024	Sep 11, 2026
EFX — Moran Wealth IRA ⇒ Equifax, Inc. Common Stock (EFX) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 26 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 29 · Annual not_reported · P · $1,001 - $15,000	May 9, 2024	Sep 14, 2026
MNST — Moran Wealth IRA ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 27 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 28 · Annual not_reported · S · $1,001 - $15,000	May 9, 2024	Sep 14, 2026
APPF — Moran Wealth IRA ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 14 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 20 · Annual not_reported · P · $1,001 - $15,000	Mar 27, 2024	Sep 14, 2026
DECK — Moran Wealth IRA ⇒ Deckers Outdoor Corporation (DECK) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 15 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 21 · Annual not_reported · P · $1,001 - $15,000	Mar 27, 2024	Sep 14, 2026
DT — Moran Wealth IRA ⇒ Dynatrace, Inc. Common Stock (DT) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 16 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 22 · Annual not_reported · S · $1,001 - $15,000	Mar 27, 2024	Sep 14, 2026
HUM — Moran Wealth IRA ⇒ Humana Inc. Common Stock (HUM) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 17 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 23 · Annual not_reported · S · $1,001 - $15,000	Mar 27, 2024	Sep 14, 2026
SONY — Moran Wealth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 18 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 24 · Annual not_reported · S · $1,001 - $15,000	Mar 27, 2024	Sep 14, 2026
SNPS — Moran Wealth IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 19 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 25 · Annual not_reported · P · $1,001 - $15,000	Mar 27, 2024	Sep 14, 2026
GOOG — Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · P · $1,001 - $15,000	Feb 22, 2024	Sep 14, 2026
BMY — Moran Wealth IRA ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · S · $1,001 - $15,000	Feb 22, 2024	Sep 14, 2026
GM — Moran Wealth IRA ⇒ General Motors Company Common Stock (GM) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · S · $1,001 - $15,000	Feb 22, 2024	Sep 14, 2026
HUM — Moran Wealth IRA ⇒ Humana Inc. Common Stock (HUM) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · P · $1,001 - $15,000	Feb 22, 2024	Sep 14, 2026
IR — Moran Wealth IRA ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · S · $1,001 - $15,000	Feb 22, 2024	Sep 14, 2026
GOOG — Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
DT — Moran Wealth IRA ⇒ Dynatrace, Inc. Common Stock (DT) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 6 · Annual not_reported · P · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
EW — Moran Wealth IRA ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 7 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · S · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
ELV — Moran Wealth IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 9 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · S · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
JPM — Moran Wealth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 19 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 20 · Annual not_reported · P · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
NVDA — Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 27 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 28 · Annual not_reported · P · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
QDEL — Moran Wealth IRA ⇒ QuidelOrtho Corporation - Common Stock (QDEL) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 29 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 30 · Annual not_reported · S · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
STM — Moran Wealth IRA ⇒ STMicroelectronics N.V. Common Stock (STM) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 37 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 38 · Annual not_reported · S · $1,001 - $15,000	Oct 19, 2023	Sep 14, 2026
ARCH — Moran Wealth IRA ⇒ Arch Resources, Inc. Class A Common Stock (ARCH) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 3 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · S · $1,001 - $15,000	Jul 5, 2023	Sep 14, 2026
META — Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 21 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 22 · Annual not_reported · P · $1,001 - $15,000	Jul 5, 2023	Sep 14, 2026
MSFT — Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 23 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 24 · Annual not_reported · P · $1,001 - $15,000	Jul 5, 2023	Sep 14, 2026
RVTY — Moran Wealth IRA ⇒ Revvity, Inc. Common Stock (RVTY) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 31 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 32 · Annual not_reported · S · $1,001 - $15,000	Jul 5, 2023	Sep 14, 2026
RLI — Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 33 · Annual spouse · P · $1,001 - $15,000 Original ↗ · Row 34 · Annual not_reported · P · $1,001 - $15,000	Jul 5, 2023	Sep 14, 2026
WAFD — Moran Wealth IRA ⇒ WaFd, Inc. - Common Stock (WAFD) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 39 · Annual spouse · S · $1,001 - $15,000 Original ↗ · Row 40 · Annual not_reported · S · $1,001 - $15,000	Jul 5, 2023	Sep 14, 2026
FTNT — Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 11 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · S · $1,001 - $15,000	Feb 24, 2023	Sep 14, 2026
IT — Moran Wealth IRA ⇒ Gartner, Inc. Common Stock (IT) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 13 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 14 · Annual spouse · P · $1,001 - $15,000	Feb 24, 2023	Sep 14, 2026
HUM — Moran Wealth IRA ⇒ Humana Inc. Common Stock (HUM) [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 16 · Annual spouse · P · $1,001 - $15,000	Feb 24, 2023	Sep 14, 2026
ISRG — Moran Wealth IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 17 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 18 · Annual spouse · S · $1,001 - $15,000	Feb 24, 2023	Sep 14, 2026
MSCI — Moran Wealth IRA ⇒ MSCI Inc. Common Stock (MSCI) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR 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	Feb 24, 2023	Sep 14, 2026
STM — Moran Wealth IRA ⇒ STMicroelectronics N.V. Common Stock (STM) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR 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	Feb 24, 2023	Sep 14, 2026
WAT — Moran Wealth IRA ⇒ Waters Corporation Common Stock (WAT) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 41 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · S · $1,001 - $15,000	Feb 24, 2023	Sep 14, 2026
ZBRA — Moran Wealth IRA ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 43 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · S · $1,001 - $15,000	Feb 24, 2023	Sep 14, 2026
ARCH — Moran Wealth IRA ⇒ Arch Resources, Inc. Class A (ARCH) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 6 · Annual spouse · P · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
BC — Moran Wealth IRA ⇒ Brunswick Corporation (BC) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 7 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 8 · Annual spouse · S · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
CHRW — Moran Wealth IRA ⇒ C.H. Robinson Worldwide, Inc. (CHRW) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 9 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 10 · Annual spouse · S · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
CSL — Moran Wealth IRA ⇒ Carlisle Companies Incorporated (CSL) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 14 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · S · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
CMA — Moran Wealth IRA ⇒ Comerica Incorporated (CMA) [ST]	Multiple owners	SaleAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 21 · Annual not_reported · S · $1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · S · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
MPWR — Moran Wealth IRA ⇒ Monolithic Power Systems, Inc. (MPWR) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 39 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 40 · Annual spouse · P · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
QDEL — Moran Wealth IRA ⇒ QuidelOrtho Corporation (QDEL) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 43 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · P · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
VRTX — Moran Wealth IRA ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]	Multiple owners	PurchaseAnnual schedule; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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

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