Jerry MoranFiling

Annual Report | Filed on 13 Jun 2024

This congressional financial disclosure from Jerry Moran (annual report) contains 86 stock trades. It was filed on 13 June 2024. Reported tickers include VYMI, PII, GOOG, DFSVX, BAC, and 40 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Jerry Moran

Filing Type

Annual Report

Filed Date

13 Jun 2024

View Original Filing

Transactions

86 transactions


VYMI - VANGUARD INTL HIGH... VYMI	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Polaris Inc. Common Stock PII	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Alphabet Cl C GOOG	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Dfa U.S. Small Cap Value ... DFSVX	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Bank of America Corp BAC	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Exxon Mobil Corporation C... XOM	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Intel Corporation - Commo... INTC	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Dimensional U.S. Targeted... DFAT	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Comcast Corporation - Cla... CMCSA	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Kimberly-Clark Corporatio... KMB	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
ICAFX - The Investment Co... ICAFX	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Dimensional ETF Trust Dim... DUHP	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Dimensional International... DFIV	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Vanguard Short-Term Inves... VFSUX	Sale (Full)	14 Dec 2023	$15,001 - $50,000	n/a
Comcast Corporation - Cla... CMCSA	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Polaris Inc. Common Stock PII	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
DaVita Inc. Common Stock DVA	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Verizon Communications In... VZ	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Bank of New York Mellon C... BK	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Dimensional Emerging Mark... DFEV	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Dimensional Emerging Mark... DFEV	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Pfizer, Inc. Common Stock PFE	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
FRSXX - FIMM TREASURY ONL... FRSXX	Purchase	14 Dec 2023	$50,001 - $100,000	n/a
Johnson & Johnson Common ... JNJ	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
FRSXX - FIMM Treasury Onl... FRSXX	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Amazon.com, Inc. - Common... AMZN	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Capital Group Dividend Va... CGDV	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Doubleline Low Duration B... DBLSX	Sale (Partial)	14 Dec 2023	$1,001 - $15,000	n/a
DXJ - WisdomTree Japan He... DXJ	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Apple Inc. - Common Stock AAPL	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Microsoft Corporation - C... MSFT	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Dfa International Value P... DFIVX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	n/a
Doubleline Low Duration B... DBLSX	Sale (Partial)	14 Dec 2023	$1,001 - $15,000	n/a
Cisco Systems, Inc. - Com... CSCO	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
CVS Health Corporation Co... CVS	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Cisco Systems, Inc. - Com... CSCO	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Vanguard Ultra-Short-Term... VUSFX	Sale (Full)	14 Dec 2023	$15,001 - $50,000	n/a
WMFFX - Washington Mutual... WMFFX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	n/a
Bank of America Corp BAC	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Capital Group Internation... CGXU	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
DFSVX - Dfa U.S. Small Ca... DFSVX	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Dfa International Value P... DFIVX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	n/a
Vanguard High Dividend Yi... VYM	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
U.S. Bancorp Common Stock USB	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Microsoft Corporation - C... MSFT	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Chevron Corporation Commo... CVX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Johnson & Johnson Common ... JNJ	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Dimensional U.S. Targeted... DFAT	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Chevron Corporation Commo... CVX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
VYMI - VANGAURD INTL HIGH... VYMI	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Meta Platforms, Inc. - Cl... META	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
DUHP - Dimensional US Hig... DUHP	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Verizon Communications In... VZ	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Bank of New York Mellon C... BK	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
CVS Health Corporation Co... CVS	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Halliburton Company HAL	Sale (Full)	14 Dec 2023	$15,001 - $50,000	--
WMFFX - Washington Mutual... WMFFX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	n/a
American Mutual Fund Clas... AMRFX	Sale (Full)	14 Dec 2023	$15,001 - $50,000	n/a
International Growth and ... IGFFX	Sale (Full)	14 Dec 2023	$1,001 - $15,000	n/a
Berkshire Hathaway Cl B BRK.B	Purchase	14 Dec 2023	$1,001 - $15,000	--
Intel Corporation - Commo... INTC	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
The Cigna Group Common St... CI	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Dimensional International... DFIV	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
ICAFX - AF Invest CO OF A... ICAFX	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
AMRFX - American Mutual F... AMRFX	Sale (Full)	14 Dec 2023	$50,001 - $100,000	n/a
Capital Dividend Value ET... CGDV	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Capital Group Internation... CGXU	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
U.S. Bancorp Common Stock USB	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Alphabet Cl C GOOG	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Kimberly-Clark Corporatio... KMB	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
The Cigna Group Common St... CI	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
High Dividend Yield Vangu... VYM	Purchase	14 Dec 2023	$1,001 - $15,000	n/a
Kroger Company (The) Comm... KR	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Apple Inc. - Common Stock AAPL	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Vanguard Short-Term Treas... VGSH	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Vanguard Short-Term Treas... VGSH	Purchase	14 Dec 2023	$50,001 - $100,000	n/a
Kroger Company KR	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Meta Platforms, Inc. - Cl... META	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
IGFFX - International Gro... IGFFX	Sale (Full)	14 Dec 2023	$15,001 - $50,000	n/a
Vanguard Short-Term Inves... VFSUX	Sale (Full)	14 Dec 2023	$50,001 - $100,000	n/a
DaVita Inc. Common Stock DVA	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Berkshire Hathaway Cl B BRK.B	Purchase	14 Dec 2023	$1,001 - $15,000	--
Wisdomtree Japan Hedged E... DXJ	Purchase	14 Dec 2023	$15,001 - $50,000	n/a
Exxon Mobil Corporation C... XOM	Sale (Full)	14 Dec 2023	$1,001 - $15,000	--
Vanguard Ultra-Short-Term...	Sale (Full)	14 Dec 2023	$15,001 - $50,000	n/a
Invesco Treasury Portfoli... TRPXX	Purchase	24 Oct 2023	$50,001 - $100,000	n/a