Bernie Moreno
Sen. (R-OH)
Disclosed trades
5
Purchases
1
Sales
4
Stocks traded
4
Likely still held
0
Latest trade
Jun 22, 2026
Latest filing
Jul 24, 2026
Stocks traded
4 tickers, with the latest disclosed actionReported holdings
108 assets listedAs reported in their 2024 annual disclosure, filed Aug 13, 2025.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Other reported assets (101)
- Bernardo Moreno Revocable Trust Dated July 2008
- KeyBank National Association (Westlake, Ohio) Type: Checking, Savings$500,001 - $1,000,000
- Sanford C Bernstein & Co, LLC
- AllianceBernstein Securitized Asset Fund (Delaware) LP CL B Description : Securitized Asset Fund (New York City, New York)$1,000,001 - $5,000,000
- M Realty Group, LLC Company: M Realty Group, LLC (Westlake, OH) Description: Real Estate Holding Company
- M6 Realty, LLC Company: M6 Realty, LLC (Westlake, Ohio) Description: Real Estate Holding Company
- Commercial Real Estate Description: Building & Land (Middleburg Heights, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer owns 50%.$1,000,001 - $5,000,000
- M7 Realty, LLC Company: M7 Realty, LLC (Westlake, Ohio) Description: Real Estate Holding Company
- Commercial Real Estate Description: Empty land (Hudson, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer owns 50%.$500,001 - $1,000,000
- M20 Realty LLC Company: M20 Realty LLC (Sunbury, Ohio) Description: Real Estate Holding Company
- Unimproved Land Description: Unimproved Land (Sunbury, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer owns 25%.$5,000,001 - $25,000,000
- Moreno Family Land Trust
Show 89 more
- Residential Real Estate Description: Home in Ocean Reef, FL (Ocean Reef, Florida) Filer comment: Valuation reflects the total value of the asset. Filer owns 43%.$5,000,001 - $25,000,000
- Treatment Technologies & Insights, LLC Company: Treatment Technologies & Insights, LLC (Los Angeles, California) Description: Health Software Application Company$250,001 - $500,000
- Hyperbole Investments II, LLC Company: Hyperbole Investments II, LLC (Cleveland, Ohio) Description: Technology Holding Company
- iAngels Ingenuity Fund, LP Company: iAngles Ingenuity Fund, LP (Tel Aviv, Israel) Description: Venture Capital Fund Focused in Technology$500,001 - $1,000,000
- iAngels Technologies, LP Company: iAngels Technologies, LP (Tel Aviv, Israel) Description: Venture Capital Fund Focused in Technology$500,001 - $1,000,000
- AutoTech Fund II, LP Company: AutoTech Fund II, LP (Cleveland, Ohio) Description: Venture Capital Fund that invests in the automotive sector$1,000,001 - $5,000,000
- Narya Capital Fund, LP Company: Narya Capital Fund, LP (Cleveland, Ohio) Description: Venture Capital Fund Focused in Technology$1,000,001 - $5,000,000
- eToro Company: eToro (Tel Aviv, Israel) Description: Social media trading platform$500,001 - $1,000,000
- Immunai Company: Immunai (Tel Aviv, Israel) Description: Healthcare artificial intelligence$500,001 - $1,000,000
- The Moreno Family, L.P. Company: The Moreno Family, L.P. (Westlake, Ohio) Description: Family Holding Company
- Aguila Calva Properties, LLC Company: Aguila Calva Properties, LLC (Westlake, Ohio) Description: Real Estate Holding Company
- Residential Real Estate Description: Washington D.C. Condo (Washington D.C, D.C.) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$500,001 - $1,000,000
- Butterfly Properties NYC, LLC Company: Butterfly Properties NYC, LLC (Westlake, Ohio) Description: Real Estate Holding Company
- Residential Real Estate Description: Eastchester, NY Single Family Home (Eastchester, New York) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$1,000,001 - $5,000,000
- Pangolin Properties, LLC Company: Pangolin Properties, LLC (Westlake, Ohio) Description: Real Estate Holding Company
- Residential Real Estate Description: Dixon, CA Single Family Home (Dixon, California) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$500,001 - $1,000,000
- Hyperbole Investments, LLC Company: Hyperbole Investments, LLC (Westlake, Ohio) Description: Holding Company for Technology, Business, Real Estate Interests
- Jeevz DAC LLC Company: Jeevz DAC LLC (Fort Lauderdale, Florida) Description: Driving Services Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$1,000,001 - $5,000,000
- Coyne Voss, LLC Company: Coyne Voss, LLC (Cleveland, Ohio) Description: Real Estate Holding Company
- R&L Ohio City Holding, LLC Company: R&L Ohio City Holding, LLC (Cleveland, Ohio) Description: Real Estate Holding Company
- Commercial Real Estate Description: Building & Land (Ohio City, Ohio)$15,001 - $50,000
- Kylo Properties LLC Company: Kylo Properties LLC (Avon, Ohio) Description: Holding company for residential real estate investments
- Residential Real Estate Description: Single Family Home (Avon, Ohio) Filer comment: Valuation reflects total asset value. Filer owns 1%.$1,000,001 - $5,000,000
- Kylo Properties Columbus LLC Company: Kylo Properties Columbus LLC (Westerville, Ohio) Description: Holding Company for Real Estate Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.
- Single Family Home Description: Single Family Home (Westerville, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$1,000,001 - $5,000,000
- Aguila Calva Properties Ohio LLC Company: Aguila Calva Properties Ohio LLC (Westlake, OH) Description: Real Estate Holding Company Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.
- Single Family Home Description: Single Family Home (Westlake, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$500,001 - $1,000,000
- Live More LLC Company: Live More LLC (Coconut Grove, FL) Description: Real Estate Holding Company Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.
- Condo Description: Condo (Coconut Grove, Florida) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$5,000,001 - $25,000,000
- Alliance Bernstein Liquidation Proceeds Company: Alliance Bernstein (Nashville, Tennessee) Filer comment: Valuation reflects the total value of the asset. Filer owns 1%.$1,000,001 - $5,000,000
- M Motors Group, Inc. Company: M Motors Group, Inc. (Westlake, Ohio) Description: Retail Automotive Transportation Filer comment: This entity owns Drive Options, LLC.None (or less than $1,001)
- Historic Investment Fund 2019 (QP), LLC Company: Historic Investment Fund 2019 (QP), LLC (Cleveland, Ohio) Description: Real Estate Holding Company$1,000,001 - $5,000,000
- Ohio Opportunity Zone Tax Credit Debtor: In 2019, filer purchased tax credit from an investor in OH Qualified Opportunity Fund; equity in fund did not transfer to filer, only the right to claim the tax credit offsetting certain Ohio state tax.$250,001 - $500,000
- CF Bank (Beachwood, Ohio) Type: Checking, Money Market Account$1,000,001 - $5,000,000
- UBS Traditional IRA #1
- Canadian Imperial Bank 1/3/25 Filer comment: Linked to the lesser performing of the NDX or RTY.$1,001 - $15,000
- Morgan Stanley Finance 6/21/27 Filer comment: Euro Stoxx 50 Index: 40%; Nikkei 225: 25%; FTSE 100 :7.5%; Swiss Market :10%; S&P/ASX 200: 7.5%$1,001 - $15,000
- Barclays Bank PLC 2/16/28 Filer comment: Euro Stoxx 50 Index: 40%; Nikkei 225: 25%; FTSE 100 :7.5%; Swiss Market :10%; S&P/ASX 200: 7.5%$1,001 - $15,000
- UBS Prime Reserves Funds (UPRXX)$100,001 - $250,000
- Barclays Bank 12/23/2027 Filer comment: Linked to the lesser performing of the RTY or SX5E$1,001 - $15,000
- Royal Bank of Canada TARSS Int'l Basket 12/19/28 Filer comment: Euro Stoxx 50 Index: 40%; Nikkei 225: 25%; FTSE 100 :7.5%; Swiss Market :10%; S&P/ASX 200: 7.5%$1,001 - $15,000
- UBS Traditional IRA #2
- Insperity 401(k)
- SSBYX - State Street Target Retirement 2030 Fund Class K$15,001 - $50,000
- Yellowstone Housing Opportunities Fund III, LP Description : Private Equity Fund (San Francisco, CA)$1,000,001 - $5,000,000
- Fund 0 A Series of Comeback Capital, LP Company: Comeback Capital (Cleveland, OH) Description: Venture Capital Fund$100,001 - $250,000
- Cardone Equity Fund XV, LLC Company: Cardone Equity Fund IV, LLC (Miami, Florida) Description: Real Estate Investments$250,001 - $500,000
- Yellowstone NAD Holdings, LLC Company: Yellowstone NAD Holdings, LLC (Wilmington, DE) Description: Holding Company for Technology Investment Filer comment: See comment at end of report.
- NAD, HV LLC Company: NAD, HV LLC (Middletown, DE) Description: Holding company for technology investment$250,001 - $500,000
- UBS Taxable Account
- UPRMM - UBS Prime Reserves FundNone (or less than $1,001)
- Barclays Bank PLC 2/21/25 Filer comment: Linked to the lesser performing of the IWN or RSP.None (or less than $1,001)
- Blackstone Private Credit Fund Class S Description : Private Credit Fund (New York, NY)None (or less than $1,001)
- MBXIX - Catalyst/Millburn Hedge Strategy Fund Class INone (or less than $1,001)
- Credit Suisse AG 12/5/24 Filer comment: Linked to the lesser performing of the RTY or SX5E.None (or less than $1,001)
- GS Finance Corp 2/12/26 Filer comment: Linked to the lesser performing of SPX or SX5E.None (or less than $1,001)
- JPMorgan Chase Financial 1/24/25 Filer comment: Linked to the lesser performing of IWM or RSP.None (or less than $1,001)
- UBS AG 12/19/24 Filer comment: Linked to the lesser performing of RTY or SPX.None (or less than $1,001)
- Canadian Imperial Bank 1/3/25 Filer comment: Linked to the lesser performing of the NDX and RTYNone (or less than $1,001)
- Candian Imperial Bank 1/17/25 Filer comment: Linked to the lesser performing of RTY or SX5E.None (or less than $1,001)
- Bridget Moreno Revocable Trust dated July 10, 2008Spouse
- KeyBank National Association (Westlake, Ohio) Type: Checking, SavingsSpouse$500,001 - $1,000,000
- M Realty Group, LLC Company: M Realty Group, LLC (Westlake, Ohio) Description: Real Estate Holding CompanySpouse
- M6 Realty, LLC Company: M6 Realty, LLC (Westlake, Ohio) Description: Real Estate Holding CompanySpouse
- Commercial Real Estate Description: Building & Land (Middleburg Heights, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 10%.Spouse$1,000,001 - $5,000,000
- M7 Realty, LLC Company: M7 Realty, LLC (Westlake, Ohio) Description: Real Estate Holding CompanySpouse
- Commercial Real Estate Description: Empty land (Hudson, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 10%.Spouse$500,001 - $1,000,000
- M20 Realty LLC Company: M20 Realty LLC (Sunbury, Ohio) Description: Real Estate Holding CompanySpouse
- Unimproved Land Description: Unimproved Land (Sunbury, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 5%.Spouse$5,000,001 - $25,000,000
- The Moreno Family, L.P. Company: The Moreno Family, L.P. (Westlake, Ohio) Description: Family Holding CompanySpouse
- Aguila Calva Properties, LLC Company: Aguila Calva Properties, LLC (Westlake, Ohio) Description: Real Estate Holding CompanySpouse
- Residential Real Estate Description: Washington D.C. Condo (Washington D.C, D.C.) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$500,001 - $1,000,000
- Butterfly Properties NYC, LLC Company: Butterfly Properties NYC, LLC (Westlake, Ohio) Description: Real Estate Holding CompanySpouse
- Eastchester, NY Single Family Home Description: Eastchester, NY Single Family Home (Eastchester, New York) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$1,000,001 - $5,000,000
- Pangolin Properties, LLC Company: Pangolin Properties, LLC (Westlake, Ohio) Description: Real Estate Holding CompanySpouse
- Dixon CA Single Family Home Description: Dixon CA Single Family Home (Dixon, California) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$500,001 - $1,000,000
- Hyperbole Investments, LLC Company: Hyperbole Investments, LLC (Westlake, Ohio) Description: Holding Company For Real Estate, Technology Business InvestmentsSpouse
- Coyne Voss, LLC Company: Coyne Voss, LLC (Cleveland, Ohio) Description: Real Estate Holding CompanySpouse
- R&L Ohio City Holding, LLC Company: R&L Ohio City Holding, LLC (Cleveland, Ohio) Description: Real Estate Holding CompanySpouse
- Commercial Real Estate Description: Building & Land (Ohio City, Ohio)Spouse$15,001 - $50,000
- Jeevz DAC LLC Company: Jeevz DAC LLC (Fort Lauderdale, Florida) Description: Driving Services Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$1,000,001 - $5,000,000
- Kylo Properties LLC Company: Kylo Properties LLC (Avon, Ohio) Description: Holding company for residential real estate investmentsSpouse
- Residential real estate Description: Single family home (Avon, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$1,000,001 - $5,000,000
- Kylo Properties Columbus LLC Company: Kylo Properties Columbus LLC (Westerville, Ohio) Description: Real Estate Holding Company Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse
- Single Family Home Description: Single Family Home (Westerville, Ohio) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$1,000,001 - $5,000,000
- Aguila Calva Properties Ohio LLC Company: Aguila Calva Properties Ohio LLC (Westlake, Ohio) Description: Real Estate Holding Company Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse
- Single Family Home Description: Single Family Home (Westlake, Ohio) Filer comment: Valuation reflects total asset value. Filer's spouse owns 1%.Spouse$500,001 - $1,000,000
- Live More LLC Company: Live More LLC (Coconut Grove, Florida) Description: Real Estate Holding Company Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse
- Condo Description: Condo (Coconut Grove, Florida) Filer comment: Valuation reflects the total value of the asset. Filer's spouse owns 1%.Spouse$5,000,001 - $25,000,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.