Byron Donalds

Representative · FL-19 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2021

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

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Byron Donalds

Representative · FL-19 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2021

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

166 reported transactions in 15 electronically filed reports; latest filed Sep 15, 2026.

Periodic Transaction Report · filed Sep 15, 2026 · House Clerk

View original filing

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 12, 2026Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2026New

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 12, 2026Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. PH closed at $1,061.33 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$1,069.52	+0.77%	$62 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$925.00	−12.8%	$1,028 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$934.34	−12.0%	$957 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−11.0%	$880 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. PH closed at $1,061.33 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$1,069.52	+0.77%	$62 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$925.00	−12.8%	$1,028 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$934.34	−12.0%	$957 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−11.0%	$880 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 11, 2026Filed 35 days later

Member

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 35 days later

Spouse

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 12, 2026Filed 34 days later

Spouse

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Cadence Design Systems, Inc. - Common StockCDNS

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jun 5, 2026Filed 40 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 40 days after the trade. CDNS closed at $376.19 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$394.24	+4.80%	$384 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$371.50	−1.25%	$100 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$375.77	−0.11%	$9 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$304.88	−19.0%	$1,517 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	−15.0%	$1,198 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cadence Design Systems, Inc. - Common StockCDNS
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Jun 5, 2026Filed 40 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed May 13, 2026 · House Clerk

View original filing

Chipotle Mexican Grill, Inc. Common StockCMG

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. CMG closed at $33.16 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$33.50	+1.03%	$82 gain missed
Day of disclosureMay 13, 2026	May 13, 2026	$32.11	−3.17%	$253 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$31.98	−3.56%	$285 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$35.00	+5.55%	$444 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−10.6%	$847 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chipotle Mexican Grill, Inc. Common StockCMG
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Apr 2, 2026Filed 41 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Apr 8, 2026 · House Clerk

View original filing

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 1, 2026New

Disclosed 19 days after the trade. NFLX closed at $91.82 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$93.38	+1.70%	+$136 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$99.39	+8.24%	+$660 gain
30 days afterApr 20, 2026	Apr 20, 2026	$94.83	+3.28%	+$262 gain
90 days afterJun 18, 2026	Jun 18, 2026	$77.38	−15.7%	−$1,258 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	−$2,015 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Mar 20, 2026Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Mar 6, 2026 · House Clerk

View original filing

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. BRO closed at $67.61 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$67.02	−0.87%	$70 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$73.50	+8.71%	$697 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$67.65	+0.06%	$5 gain missed
90 days afterMay 11, 2026	May 11, 2026	$55.35	−18.1%	$1,451 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	+4.87%	$389 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Feb 10, 2026Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Mar 1, 2026

Periodic Transaction Report · filed Feb 12, 2026 · House Clerk

View original filing

Bitcoin (CRYPTO:BTC)
Cryptocurrency [CT]
Transaction date
Jan 8, 2026Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jan 13, 2026New
No ticker reported

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 8, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 1, 2026New

Disclosed 35 days after the trade. HWM closed at $210.02 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$218.27	+3.93%	$314 gain missed
Day of disclosureFeb 12, 2026	Feb 12, 2026	$244.79	+16.6%	$1,325 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$225.15	+7.20%	$576 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$250.00	+19.0%	$1,523 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+0.77%	$61 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jan 9, 2026 · House Clerk

View original filing

Bitcoin (CRYPTO:BTC)
Cryptocurrency [CT]
Transaction date
Dec 18, 2025Amendment filed 22 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status
Notified Dec 18, 2025Amended (ID 2000152815)
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 18, 2025Amendment filed 22 days later	Spouse	Bitcoin (CRYPTO:BTC)Cryptocurrency [CT]	Purchase	$50,001 - $100,000	Notified Dec 18, 2025Amended (ID 2000152815)	No ticker reported

Periodic Transaction Report · filed Jan 7, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Dec 4, 2025Filed 34 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 1, 2026New

Disclosed 34 days after the trade. ABT closed at $125.40 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 5, 2025	Dec 5, 2025	$125.08	−0.26%	$20 loss avoided
Day of disclosureJan 7, 2026	Jan 7, 2026	$127.04	+1.31%	$105 gain missed
30 days afterJan 5, 2026	Jan 5, 2026	$126.45	+0.84%	$67 gain missed
90 days afterMar 4, 2026	Mar 4, 2026	$113.10	−9.81%	$785 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−18.3%	$1,464 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Dec 4, 2025Filed 34 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jan 1, 2026

Periodic Transaction Report · filed Nov 18, 2025 · House Clerk

View original filing

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. BRO closed at $95.50 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$95.94	+0.46%	+$37 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−16.3%	−$1,304 loss
30 days afterNov 10, 2025	Nov 10, 2025	$78.51	−17.8%	−$1,423 loss
90 days afterJan 7, 2026	Jan 7, 2026	$78.81	−17.5%	−$1,398 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	−$2,061 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Oct 24, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Oct 7, 2025 · House Clerk

View original filing

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. BRO closed at $95.49 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$94.79	−0.73%	$59 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$95.55	+0.06%	$5 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$94.44	−1.10%	$88 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$79.65	−16.6%	$1,327 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	$2,060 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Sep 4, 2025Filed 33 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Oct 1, 2025

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

166 reported transactions in 15 electronically filed reports; latest filed Sep 15, 2026.

Periodic Transaction Report · filed Sep 15, 2026 · House Clerk

View original filing

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 12, 2026Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2026New

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 12, 2026Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. PH closed at $1,061.33 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$1,069.52	+0.77%	$62 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$925.00	−12.8%	$1,028 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$934.34	−12.0%	$957 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−11.0%	$880 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Parker-Hannifin Corporation Common StockPH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 11, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2026New

Disclosed 35 days after the trade. PH closed at $1,061.33 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$1,069.52	+0.77%	$62 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$925.00	−12.8%	$1,028 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$934.34	−12.0%	$957 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−11.0%	$880 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 11, 2026Filed 35 days later

Member

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 35 days later

Spouse

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 35 days after the trade. HWM closed at $281.34 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$281.63	+0.10%	$8 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$224.67	−20.1%	$1,612 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$227.91	−19.0%	$1,519 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	−24.8%	$1,982 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 12, 2026Filed 34 days later

Spouse

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Cadence Design Systems, Inc. - Common StockCDNS

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jun 5, 2026Filed 40 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 40 days after the trade. CDNS closed at $376.19 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$394.24	+4.80%	$384 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$371.50	−1.25%	$100 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$375.77	−0.11%	$9 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$304.88	−19.0%	$1,517 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	−15.0%	$1,198 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cadence Design Systems, Inc. - Common StockCDNS
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Jun 5, 2026Filed 40 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed May 13, 2026 · House Clerk

View original filing

Chipotle Mexican Grill, Inc. Common StockCMG

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. CMG closed at $33.16 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$33.50	+1.03%	$82 gain missed
Day of disclosureMay 13, 2026	May 13, 2026	$32.11	−3.17%	$253 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$31.98	−3.56%	$285 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$35.00	+5.55%	$444 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−10.6%	$847 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chipotle Mexican Grill, Inc. Common StockCMG
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Apr 2, 2026Filed 41 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Apr 8, 2026 · House Clerk

View original filing

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 1, 2026New

Disclosed 19 days after the trade. NFLX closed at $91.82 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$93.38	+1.70%	+$136 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$99.39	+8.24%	+$660 gain
30 days afterApr 20, 2026	Apr 20, 2026	$94.83	+3.28%	+$262 gain
90 days afterJun 18, 2026	Jun 18, 2026	$77.38	−15.7%	−$1,258 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	−$2,015 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Mar 20, 2026Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Mar 6, 2026 · House Clerk

View original filing

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. BRO closed at $67.61 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$67.02	−0.87%	$70 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$73.50	+8.71%	$697 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$67.65	+0.06%	$5 gain missed
90 days afterMay 11, 2026	May 11, 2026	$55.35	−18.1%	$1,451 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	+4.87%	$389 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Feb 10, 2026Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Mar 1, 2026

Periodic Transaction Report · filed Feb 12, 2026 · House Clerk

View original filing

Bitcoin (CRYPTO:BTC)
Cryptocurrency [CT]
Transaction date
Jan 8, 2026Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jan 13, 2026New
No ticker reported

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 8, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 1, 2026New

Disclosed 35 days after the trade. HWM closed at $210.02 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$218.27	+3.93%	$314 gain missed
Day of disclosureFeb 12, 2026	Feb 12, 2026	$244.79	+16.6%	$1,325 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$225.15	+7.20%	$576 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$250.00	+19.0%	$1,523 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+0.77%	$61 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jan 9, 2026 · House Clerk

View original filing

Bitcoin (CRYPTO:BTC)
Cryptocurrency [CT]
Transaction date
Dec 18, 2025Amendment filed 22 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status
Notified Dec 18, 2025Amended (ID 2000152815)
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 18, 2025Amendment filed 22 days later	Spouse	Bitcoin (CRYPTO:BTC)Cryptocurrency [CT]	Purchase	$50,001 - $100,000	Notified Dec 18, 2025Amended (ID 2000152815)	No ticker reported

Periodic Transaction Report · filed Jan 7, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Dec 4, 2025Filed 34 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 1, 2026New

Disclosed 34 days after the trade. ABT closed at $125.40 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 5, 2025	Dec 5, 2025	$125.08	−0.26%	$20 loss avoided
Day of disclosureJan 7, 2026	Jan 7, 2026	$127.04	+1.31%	$105 gain missed
30 days afterJan 5, 2026	Jan 5, 2026	$126.45	+0.84%	$67 gain missed
90 days afterMar 4, 2026	Mar 4, 2026	$113.10	−9.81%	$785 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−18.3%	$1,464 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Dec 4, 2025Filed 34 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jan 1, 2026

Periodic Transaction Report · filed Nov 18, 2025 · House Clerk

View original filing

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. BRO closed at $95.50 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$95.94	+0.46%	+$37 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−16.3%	−$1,304 loss
30 days afterNov 10, 2025	Nov 10, 2025	$78.51	−17.8%	−$1,423 loss
90 days afterJan 7, 2026	Jan 7, 2026	$78.81	−17.5%	−$1,398 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	−$2,061 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Oct 24, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Oct 7, 2025 · House Clerk

View original filing

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. BRO closed at $95.49 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$94.79	−0.73%	$59 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$95.55	+0.06%	$5 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$94.44	−1.10%	$88 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$79.65	−16.6%	$1,327 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	$2,060 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Sep 4, 2025Filed 33 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Oct 1, 2025

Aug 12, 2026Filed 34 days later

Member

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 34 days after the trade. NFLX closed at $74.21 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$78.24	+5.43%	+$434 gain
Day of disclosureSep 15, 2026	Sep 15, 2026	$77.90	+4.97%	+$398 gain
30 days afterSep 11, 2026	Sep 11, 2026	$77.40	+4.30%	+$344 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 35 days later

Member

Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 35 days after the trade. PH closed at $1,061.33 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$1,069.52	+0.77%	$62 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$925.00	−12.8%	$1,028 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$934.34	−12.0%	$957 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−11.0%	$880 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2026Filed 35 days later

Spouse

Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 35 days after the trade. PH closed at $1,061.33 on Aug 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2026	Aug 12, 2026	$1,069.52	+0.77%	$62 gain missed
Day of disclosureSep 15, 2026	Sep 15, 2026	$925.00	−12.8%	$1,028 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$934.34	−12.0%	$957 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	−11.0%	$880 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 40 days after the trade. CDNS closed at $376.19 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$394.24	+4.80%	$384 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$371.50	−1.25%	$100 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$375.77	−0.11%	$9 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$304.88	−19.0%	$1,517 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	−15.0%	$1,198 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Monolithic Power Systems, Inc. - Common StockMPWR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jun 5, 2026Filed 40 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 1, 2026New

Disclosed 40 days after the trade. MPWR closed at $1,481.05 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$1,559.18	+5.28%	$422 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,352.66	−8.67%	$694 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$1,346.13	−9.11%	$729 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$1,213.65	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	−15.7%	$1,255 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Monolithic Power Systems, Inc. - Common StockMPWR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jun 5, 2026Filed 40 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 40 days after the trade. MPWR closed at $1,481.05 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$1,559.18	+5.28%	$422 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,352.66	−8.67%	$694 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$1,346.13	−9.11%	$729 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$1,213.65	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	−15.7%	$1,255 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Zoetis Inc. Class A Common StockZTS

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jun 9, 2026Filed 36 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 36 days after the trade. ZTS closed at $81.40 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 11, 2026	Jun 11, 2026	$81.40	0.00%	$0
Day of disclosureJul 15, 2026	Jul 15, 2026	$74.53	−8.44%	−$675 loss
30 days afterJul 9, 2026	Jul 9, 2026	$75.08	−7.76%	−$621 loss
90 days afterSep 8, 2026	Sep 8, 2026	$73.56	−9.63%	−$771 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−1.67%	−$134 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Zoetis Inc. Class A Common StockZTS

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jun 9, 2026Filed 36 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 1, 2026New

Disclosed 36 days after the trade. ZTS closed at $81.40 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 11, 2026	Jun 11, 2026	$81.40	0.00%	$0
Day of disclosureJul 15, 2026	Jul 15, 2026	$74.53	−8.44%	−$675 loss
30 days afterJul 9, 2026	Jul 9, 2026	$75.08	−7.76%	−$621 loss
90 days afterSep 8, 2026	Sep 8, 2026	$73.56	−9.63%	−$771 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−1.67%	−$134 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 5, 2026Filed 40 days later

Member

Cadence Design Systems, Inc. - Common StockCDNSStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 40 days after the trade. CDNS closed at $376.19 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$394.24	+4.80%	$384 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$371.50	−1.25%	$100 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$375.77	−0.11%	$9 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$304.88	−19.0%	$1,517 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	−15.0%	$1,198 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 40 days later

Spouse

Cadence Design Systems, Inc. - Common StockCDNSStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 40 days after the trade. CDNS closed at $376.19 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$394.24	+4.80%	$384 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$371.50	−1.25%	$100 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$375.77	−0.11%	$9 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$304.88	−19.0%	$1,517 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	−15.0%	$1,198 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 40 days later

Spouse

Monolithic Power Systems, Inc. - Common StockMPWRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 40 days after the trade. MPWR closed at $1,481.05 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$1,559.18	+5.28%	$422 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,352.66	−8.67%	$694 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$1,346.13	−9.11%	$729 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$1,213.65	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	−15.7%	$1,255 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 5, 2026Filed 40 days later

Member

Monolithic Power Systems, Inc. - Common StockMPWRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 40 days after the trade. MPWR closed at $1,481.05 on Jun 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 8, 2026	Jun 8, 2026	$1,559.18	+5.28%	$422 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,352.66	−8.67%	$694 loss avoided
30 days afterJul 6, 2026	Jul 6, 2026	$1,346.13	−9.11%	$729 loss avoided
90 days afterSep 3, 2026	Sep 3, 2026	$1,213.65	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	−15.7%	$1,255 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 9, 2026Filed 36 days later

Member

Zoetis Inc. Class A Common StockZTSStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 36 days after the trade. ZTS closed at $81.40 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 11, 2026	Jun 11, 2026	$81.40	0.00%	$0
Day of disclosureJul 15, 2026	Jul 15, 2026	$74.53	−8.44%	−$675 loss
30 days afterJul 9, 2026	Jul 9, 2026	$75.08	−7.76%	−$621 loss
90 days afterSep 8, 2026	Sep 8, 2026	$73.56	−9.63%	−$771 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−1.67%	−$134 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 9, 2026Filed 36 days later

Spouse

Zoetis Inc. Class A Common StockZTSStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 36 days after the trade. ZTS closed at $81.40 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 11, 2026	Jun 11, 2026	$81.40	0.00%	$0
Day of disclosureJul 15, 2026	Jul 15, 2026	$74.53	−8.44%	−$675 loss
30 days afterJul 9, 2026	Jul 9, 2026	$75.08	−7.76%	−$621 loss
90 days afterSep 8, 2026	Sep 8, 2026	$73.56	−9.63%	−$771 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−1.67%	−$134 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 41 days after the trade. CMG closed at $33.16 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$33.50	+1.03%	$82 gain missed
Day of disclosureMay 13, 2026	May 13, 2026	$32.11	−3.17%	$253 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$31.98	−3.56%	$285 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$35.00	+5.55%	$444 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−10.6%	$847 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. LLY closed at $935.58 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$927.06	−0.91%	−$73 loss
Day of disclosureMay 13, 2026	May 13, 2026	$1,015.75	+8.57%	+$686 gain
30 days afterMay 4, 2026	May 4, 2026	$967.93	+3.46%	+$277 gain
90 days afterJul 1, 2026	Jul 1, 2026	$1,191.74	+27.4%	+$2,191 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+37.2%	+$2,977 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. LLY closed at $935.58 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$927.06	−0.91%	−$73 loss
Day of disclosureMay 13, 2026	May 13, 2026	$1,015.75	+8.57%	+$686 gain
30 days afterMay 4, 2026	May 4, 2026	$967.93	+3.46%	+$277 gain
90 days afterJul 1, 2026	Jul 1, 2026	$1,191.74	+27.4%	+$2,191 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+37.2%	+$2,977 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. INTU closed at $422.48 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$417.36	−1.21%	$97 loss avoided
Day of disclosureMay 13, 2026	May 13, 2026	$371.71	−12.0%	$961 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$406.99	−3.67%	$293 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$267.08	−36.8%	$2,943 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−20.6%	$1,651 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. INTU closed at $422.48 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$417.36	−1.21%	$97 loss avoided
Day of disclosureMay 13, 2026	May 13, 2026	$371.71	−12.0%	$961 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$406.99	−3.67%	$293 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$267.08	−36.8%	$2,943 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−20.6%	$1,651 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Marvell Technology, Inc. - Common StockMRVL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. MRVL closed at $107.11 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$109.51	+2.24%	+$179 gain
Day of disclosureMay 13, 2026	May 13, 2026	$177.95	+66.1%	+$5,292 gain
30 days afterMay 4, 2026	May 4, 2026	$163.66	+52.8%	+$4,224 gain
90 days afterJul 1, 2026	Jul 1, 2026	$272.05	+154.0%	+$12,321 gain
Latest closeOct 20, 2026	Oct 20, 2026	$240.42	+124.5%	+$9,958 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Marvell Technology, Inc. - Common StockMRVL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 2, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 1, 2026New

Disclosed 41 days after the trade. MRVL closed at $107.11 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$109.51	+2.24%	+$179 gain
Day of disclosureMay 13, 2026	May 13, 2026	$177.95	+66.1%	+$5,292 gain
30 days afterMay 4, 2026	May 4, 2026	$163.66	+52.8%	+$4,224 gain
90 days afterJul 1, 2026	Jul 1, 2026	$272.05	+154.0%	+$12,321 gain
Latest closeOct 20, 2026	Oct 20, 2026	$240.42	+124.5%	+$9,958 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 2, 2026Filed 41 days later

Member

Chipotle Mexican Grill, Inc. Common StockCMGStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. CMG closed at $33.16 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$33.50	+1.03%	$82 gain missed
Day of disclosureMay 13, 2026	May 13, 2026	$32.11	−3.17%	$253 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$31.98	−3.56%	$285 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$35.00	+5.55%	$444 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−10.6%	$847 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Spouse

Chipotle Mexican Grill, Inc. Common StockCMGStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. CMG closed at $33.16 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$33.50	+1.03%	$82 gain missed
Day of disclosureMay 13, 2026	May 13, 2026	$32.11	−3.17%	$253 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$31.98	−3.56%	$285 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$35.00	+5.55%	$444 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−10.6%	$847 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Spouse

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. LLY closed at $935.58 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$927.06	−0.91%	−$73 loss
Day of disclosureMay 13, 2026	May 13, 2026	$1,015.75	+8.57%	+$686 gain
30 days afterMay 4, 2026	May 4, 2026	$967.93	+3.46%	+$277 gain
90 days afterJul 1, 2026	Jul 1, 2026	$1,191.74	+27.4%	+$2,191 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+37.2%	+$2,977 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. LLY closed at $935.58 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$927.06	−0.91%	−$73 loss
Day of disclosureMay 13, 2026	May 13, 2026	$1,015.75	+8.57%	+$686 gain
30 days afterMay 4, 2026	May 4, 2026	$967.93	+3.46%	+$277 gain
90 days afterJul 1, 2026	Jul 1, 2026	$1,191.74	+27.4%	+$2,191 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+37.2%	+$2,977 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Member

Intuit Inc. - Common StockINTUStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. INTU closed at $422.48 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$417.36	−1.21%	$97 loss avoided
Day of disclosureMay 13, 2026	May 13, 2026	$371.71	−12.0%	$961 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$406.99	−3.67%	$293 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$267.08	−36.8%	$2,943 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−20.6%	$1,651 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Spouse

Intuit Inc. - Common StockINTUStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. INTU closed at $422.48 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 6, 2026	Apr 6, 2026	$417.36	−1.21%	$97 loss avoided
Day of disclosureMay 13, 2026	May 13, 2026	$371.71	−12.0%	$961 loss avoided
30 days afterMay 4, 2026	May 4, 2026	$406.99	−3.67%	$293 loss avoided
90 days afterJul 1, 2026	Jul 1, 2026	$267.08	−36.8%	$2,943 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−20.6%	$1,651 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Spouse

Marvell Technology, Inc. - Common StockMRVLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. MRVL closed at $107.11 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$109.51	+2.24%	+$179 gain
Day of disclosureMay 13, 2026	May 13, 2026	$177.95	+66.1%	+$5,292 gain
30 days afterMay 4, 2026	May 4, 2026	$163.66	+52.8%	+$4,224 gain
90 days afterJul 1, 2026	Jul 1, 2026	$272.05	+154.0%	+$12,321 gain
Latest closeOct 20, 2026	Oct 20, 2026	$240.42	+124.5%	+$9,958 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 2, 2026Filed 41 days later

Member

Marvell Technology, Inc. - Common StockMRVLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified May 1, 2026New

Disclosed 41 days after the trade. MRVL closed at $107.11 on Apr 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 6, 2026	Apr 6, 2026	$109.51	+2.24%	+$179 gain
Day of disclosureMay 13, 2026	May 13, 2026	$177.95	+66.1%	+$5,292 gain
30 days afterMay 4, 2026	May 4, 2026	$163.66	+52.8%	+$4,224 gain
90 days afterJul 1, 2026	Jul 1, 2026	$272.05	+154.0%	+$12,321 gain
Latest closeOct 20, 2026	Oct 20, 2026	$240.42	+124.5%	+$9,958 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 19 days after the trade. NFLX closed at $91.82 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$93.38	+1.70%	+$136 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$99.39	+8.24%	+$660 gain
30 days afterApr 20, 2026	Apr 20, 2026	$94.83	+3.28%	+$262 gain
90 days afterJun 18, 2026	Jun 18, 2026	$77.38	−15.7%	−$1,258 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	−$2,015 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 13, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 1, 2026New

Disclosed 26 days after the trade. PYPL closed at $44.90 on Mar 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2026	Mar 16, 2026	$45.42	+1.16%	+$93 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.85	+2.12%	+$169 gain
30 days afterApr 13, 2026	Apr 13, 2026	$47.51	+5.81%	+$465 gain
90 days afterJun 11, 2026	Jun 11, 2026	$41.24	−8.15%	−$652 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+27.3%	+$2,181 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 13, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 1, 2026New

Disclosed 26 days after the trade. PYPL closed at $44.90 on Mar 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2026	Mar 16, 2026	$45.42	+1.16%	+$93 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.85	+2.12%	+$169 gain
30 days afterApr 13, 2026	Apr 13, 2026	$47.51	+5.81%	+$465 gain
90 days afterJun 11, 2026	Jun 11, 2026	$41.24	−8.15%	−$652 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+27.3%	+$2,181 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2026Filed 19 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 1, 2026New

Disclosed 19 days after the trade. TTD closed at $24.11 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 23, 2026	Mar 23, 2026	$23.95	−0.66%	$53 loss avoided
Day of disclosureApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$24.05	−0.25%	$20 loss avoided
90 days afterJun 18, 2026	Jun 18, 2026	$18.51	−23.2%	$1,858 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−47.5%	$3,803 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2026Filed 19 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 1, 2026New

Disclosed 19 days after the trade. TTD closed at $24.11 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 23, 2026	Mar 23, 2026	$23.95	−0.66%	$53 loss avoided
Day of disclosureApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$24.05	−0.25%	$20 loss avoided
90 days afterJun 18, 2026	Jun 18, 2026	$18.51	−23.2%	$1,858 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−47.5%	$3,803 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 20, 2026Filed 19 days later

Member

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 1, 2026New

Disclosed 19 days after the trade. NFLX closed at $91.82 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$93.38	+1.70%	+$136 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$99.39	+8.24%	+$660 gain
30 days afterApr 20, 2026	Apr 20, 2026	$94.83	+3.28%	+$262 gain
90 days afterJun 18, 2026	Jun 18, 2026	$77.38	−15.7%	−$1,258 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	−$2,015 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 20, 2026Filed 19 days later

Spouse

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 1, 2026New

Disclosed 19 days after the trade. NFLX closed at $91.82 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$93.38	+1.70%	+$136 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$99.39	+8.24%	+$660 gain
30 days afterApr 20, 2026	Apr 20, 2026	$94.83	+3.28%	+$262 gain
90 days afterJun 18, 2026	Jun 18, 2026	$77.38	−15.7%	−$1,258 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	−$2,015 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 13, 2026Filed 26 days later

Member

PayPal Holdings, Inc. - Common StockPYPLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 1, 2026New

Disclosed 26 days after the trade. PYPL closed at $44.90 on Mar 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2026	Mar 16, 2026	$45.42	+1.16%	+$93 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.85	+2.12%	+$169 gain
30 days afterApr 13, 2026	Apr 13, 2026	$47.51	+5.81%	+$465 gain
90 days afterJun 11, 2026	Jun 11, 2026	$41.24	−8.15%	−$652 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+27.3%	+$2,181 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 13, 2026Filed 26 days later

Spouse

PayPal Holdings, Inc. - Common StockPYPLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 1, 2026New

Disclosed 26 days after the trade. PYPL closed at $44.90 on Mar 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2026	Mar 16, 2026	$45.42	+1.16%	+$93 gain
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.85	+2.12%	+$169 gain
30 days afterApr 13, 2026	Apr 13, 2026	$47.51	+5.81%	+$465 gain
90 days afterJun 11, 2026	Jun 11, 2026	$41.24	−8.15%	−$652 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+27.3%	+$2,181 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 20, 2026Filed 19 days later

Member

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 1, 2026New

Disclosed 19 days after the trade. TTD closed at $24.11 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 23, 2026	Mar 23, 2026	$23.95	−0.66%	$53 loss avoided
Day of disclosureApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$24.05	−0.25%	$20 loss avoided
90 days afterJun 18, 2026	Jun 18, 2026	$18.51	−23.2%	$1,858 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−47.5%	$3,803 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 20, 2026Filed 19 days later

Spouse

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 1, 2026New

Disclosed 19 days after the trade. TTD closed at $24.11 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 23, 2026	Mar 23, 2026	$23.95	−0.66%	$53 loss avoided
Day of disclosureApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$24.05	−0.25%	$20 loss avoided
90 days afterJun 18, 2026	Jun 18, 2026	$18.51	−23.2%	$1,858 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−47.5%	$3,803 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 24 days after the trade. BRO closed at $67.61 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$67.02	−0.87%	$70 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$73.50	+8.71%	$697 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$67.65	+0.06%	$5 gain missed
90 days afterMay 11, 2026	May 11, 2026	$55.35	−18.1%	$1,451 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	+4.87%	$389 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. PYPL closed at $41.49 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$40.48	−2.43%	$195 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$46.97	+13.2%	$1,057 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$44.36	+6.92%	$553 gain missed
90 days afterMay 11, 2026	May 11, 2026	$45.07	+8.63%	$690 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+37.7%	$3,018 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. PYPL closed at $41.49 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$40.48	−2.43%	$195 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$46.97	+13.2%	$1,057 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$44.36	+6.92%	$553 gain missed
90 days afterMay 11, 2026	May 11, 2026	$45.07	+8.63%	$690 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+37.7%	$3,018 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

ServiceNow, Inc. Common StockNOW

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. NOW closed at $106.48 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$100.58	−5.54%	−$443 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$124.34	+16.8%	+$1,342 gain
30 days afterMar 12, 2026	Mar 12, 2026	$112.97	+6.10%	+$488 gain
90 days afterMay 11, 2026	May 11, 2026	$91.49	−14.1%	−$1,126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+40.4%	+$3,236 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

ServiceNow, Inc. Common StockNOW

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. NOW closed at $106.48 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$100.58	−5.54%	−$443 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$124.34	+16.8%	+$1,342 gain
30 days afterMar 12, 2026	Mar 12, 2026	$112.97	+6.10%	+$488 gain
90 days afterMay 11, 2026	May 11, 2026	$91.49	−14.1%	−$1,126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+40.4%	+$3,236 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. TTD closed at $28.13 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$27.23	−3.20%	−$256 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$29.28	+4.09%	+$327 gain
30 days afterMar 12, 2026	Mar 12, 2026	$26.53	−5.71%	−$457 loss
90 days afterMay 11, 2026	May 11, 2026	$21.52	−23.5%	−$1,880 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−55.0%	−$4,403 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 10, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 1, 2026New

Disclosed 24 days after the trade. TTD closed at $28.13 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$27.23	−3.20%	−$256 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$29.28	+4.09%	+$327 gain
30 days afterMar 12, 2026	Mar 12, 2026	$26.53	−5.71%	−$457 loss
90 days afterMay 11, 2026	May 11, 2026	$21.52	−23.5%	−$1,880 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−55.0%	−$4,403 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Feb 10, 2026Filed 24 days later

Member

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. BRO closed at $67.61 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$67.02	−0.87%	$70 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$73.50	+8.71%	$697 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$67.65	+0.06%	$5 gain missed
90 days afterMay 11, 2026	May 11, 2026	$55.35	−18.1%	$1,451 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	+4.87%	$389 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Spouse

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. BRO closed at $67.61 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$67.02	−0.87%	$70 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$73.50	+8.71%	$697 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$67.65	+0.06%	$5 gain missed
90 days afterMay 11, 2026	May 11, 2026	$55.35	−18.1%	$1,451 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	+4.87%	$389 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Spouse

PayPal Holdings, Inc. - Common StockPYPLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. PYPL closed at $41.49 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$40.48	−2.43%	$195 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$46.97	+13.2%	$1,057 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$44.36	+6.92%	$553 gain missed
90 days afterMay 11, 2026	May 11, 2026	$45.07	+8.63%	$690 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+37.7%	$3,018 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Member

PayPal Holdings, Inc. - Common StockPYPLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. PYPL closed at $41.49 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$40.48	−2.43%	$195 loss avoided
Day of disclosureMar 6, 2026	Mar 6, 2026	$46.97	+13.2%	$1,057 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$44.36	+6.92%	$553 gain missed
90 days afterMay 11, 2026	May 11, 2026	$45.07	+8.63%	$690 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	+37.7%	$3,018 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Member

ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. NOW closed at $106.48 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$100.58	−5.54%	−$443 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$124.34	+16.8%	+$1,342 gain
30 days afterMar 12, 2026	Mar 12, 2026	$112.97	+6.10%	+$488 gain
90 days afterMay 11, 2026	May 11, 2026	$91.49	−14.1%	−$1,126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+40.4%	+$3,236 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Spouse

ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. NOW closed at $106.48 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$100.58	−5.54%	−$443 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$124.34	+16.8%	+$1,342 gain
30 days afterMar 12, 2026	Mar 12, 2026	$112.97	+6.10%	+$488 gain
90 days afterMay 11, 2026	May 11, 2026	$91.49	−14.1%	−$1,126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+40.4%	+$3,236 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Spouse

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. TTD closed at $28.13 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$27.23	−3.20%	−$256 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$29.28	+4.09%	+$327 gain
30 days afterMar 12, 2026	Mar 12, 2026	$26.53	−5.71%	−$457 loss
90 days afterMay 11, 2026	May 11, 2026	$21.52	−23.5%	−$1,880 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−55.0%	−$4,403 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 24 days later

Member

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Mar 1, 2026New

Disclosed 24 days after the trade. TTD closed at $28.13 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 11, 2026	Feb 11, 2026	$27.23	−3.20%	−$256 loss
Day of disclosureMar 6, 2026	Mar 6, 2026	$29.28	+4.09%	+$327 gain
30 days afterMar 12, 2026	Mar 12, 2026	$26.53	−5.71%	−$457 loss
90 days afterMay 11, 2026	May 11, 2026	$21.52	−23.5%	−$1,880 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−55.0%	−$4,403 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 35 days after the trade. PH closed at $906.47 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$920.99	+1.60%	$128 gain missed
Day of disclosureFeb 12, 2026	Feb 12, 2026	$982.21	+8.36%	$669 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$978.87	+7.99%	$639 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$966.05	+6.57%	$526 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+4.21%	$337 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 8, 2026Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 1, 2026New

Disclosed 35 days after the trade. TTD closed at $37.30 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$37.29	−0.03%	$2 loss avoided
Day of disclosureFeb 12, 2026	Feb 12, 2026	$26.14	−29.9%	$2,394 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$27.04	−27.5%	$2,201 loss avoided
90 days afterApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−66.1%	$5,288 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 8, 2026Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Feb 1, 2026New

Disclosed 35 days after the trade. TTD closed at $37.30 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$37.29	−0.03%	$2 loss avoided
Day of disclosureFeb 12, 2026	Feb 12, 2026	$26.14	−29.9%	$2,394 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$27.04	−27.5%	$2,201 loss avoided
90 days afterApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−66.1%	$5,288 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jan 8, 2026Filed 35 days later

Spouse

Bitcoin (CRYPTO:BTC)Cryptocurrency [CT]

Purchase

$1,001 - $15,000

Notified Jan 13, 2026New

No ticker reported

Jan 8, 2026Filed 35 days later

Member

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Feb 1, 2026New

Disclosed 35 days after the trade. HWM closed at $210.02 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$218.27	+3.93%	$314 gain missed
Day of disclosureFeb 12, 2026	Feb 12, 2026	$244.79	+16.6%	$1,325 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$225.15	+7.20%	$576 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$250.00	+19.0%	$1,523 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+0.77%	$61 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 8, 2026Filed 35 days later

Member

Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Feb 1, 2026New

Disclosed 35 days after the trade. PH closed at $906.47 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$920.99	+1.60%	$128 gain missed
Day of disclosureFeb 12, 2026	Feb 12, 2026	$982.21	+8.36%	$669 gain missed
30 days afterFeb 9, 2026	Feb 9, 2026	$978.87	+7.99%	$639 gain missed
90 days afterApr 8, 2026	Apr 8, 2026	$966.05	+6.57%	$526 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$944.61	+4.21%	$337 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 8, 2026Filed 35 days later

Member

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Feb 1, 2026New

Disclosed 35 days after the trade. TTD closed at $37.30 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$37.29	−0.03%	$2 loss avoided
Day of disclosureFeb 12, 2026	Feb 12, 2026	$26.14	−29.9%	$2,394 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$27.04	−27.5%	$2,201 loss avoided
90 days afterApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−66.1%	$5,288 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 8, 2026Filed 35 days later

Spouse

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Feb 1, 2026New

Disclosed 35 days after the trade. TTD closed at $37.30 on Jan 8, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 9, 2026	Jan 9, 2026	$37.29	−0.03%	$2 loss avoided
Day of disclosureFeb 12, 2026	Feb 12, 2026	$26.14	−29.9%	$2,394 loss avoided
30 days afterFeb 9, 2026	Feb 9, 2026	$27.04	−27.5%	$2,201 loss avoided
90 days afterApr 8, 2026	Apr 8, 2026	$0.00	−100.0%	$8,001 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−66.1%	$5,288 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 34 days after the trade. ABT closed at $125.40 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 5, 2025	Dec 5, 2025	$125.08	−0.26%	$20 loss avoided
Day of disclosureJan 7, 2026	Jan 7, 2026	$127.04	+1.31%	$105 gain missed
30 days afterJan 5, 2026	Jan 5, 2026	$126.45	+0.84%	$67 gain missed
90 days afterMar 4, 2026	Mar 4, 2026	$113.10	−9.81%	$785 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−18.3%	$1,464 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Comfort Systems USA, Inc. Common StockFIX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Dec 4, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 1, 2026New

Disclosed 34 days after the trade. FIX closed at $1,004.65 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeDec 5, 2025	Dec 5, 2025	$1,001.48	−0.32%	−$25 loss
Day of disclosureJan 7, 2026	Jan 7, 2026	$1,035.12	+3.03%	+$243 gain
30 days afterJan 5, 2026	Jan 5, 2026	$1,032.31	+2.75%	+$220 gain
90 days afterMar 4, 2026	Mar 4, 2026	$1,430.38	+42.4%	+$3,390 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,397.09	+39.1%	+$3,125 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Comfort Systems USA, Inc. Common StockFIX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Dec 4, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 1, 2026New

Disclosed 34 days after the trade. FIX closed at $1,004.65 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeDec 5, 2025	Dec 5, 2025	$1,001.48	−0.32%	−$25 loss
Day of disclosureJan 7, 2026	Jan 7, 2026	$1,035.12	+3.03%	+$243 gain
30 days afterJan 5, 2026	Jan 5, 2026	$1,032.31	+2.75%	+$220 gain
90 days afterMar 4, 2026	Mar 4, 2026	$1,430.38	+42.4%	+$3,390 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,397.09	+39.1%	+$3,125 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Dec 4, 2025Filed 34 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Jan 1, 2026New

Disclosed 34 days after the trade. ABT closed at $125.40 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 5, 2025	Dec 5, 2025	$125.08	−0.26%	$20 loss avoided
Day of disclosureJan 7, 2026	Jan 7, 2026	$127.04	+1.31%	$105 gain missed
30 days afterJan 5, 2026	Jan 5, 2026	$126.45	+0.84%	$67 gain missed
90 days afterMar 4, 2026	Mar 4, 2026	$113.10	−9.81%	$785 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−18.3%	$1,464 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 4, 2025Filed 34 days later

Spouse

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Jan 1, 2026New

Disclosed 34 days after the trade. ABT closed at $125.40 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 5, 2025	Dec 5, 2025	$125.08	−0.26%	$20 loss avoided
Day of disclosureJan 7, 2026	Jan 7, 2026	$127.04	+1.31%	$105 gain missed
30 days afterJan 5, 2026	Jan 5, 2026	$126.45	+0.84%	$67 gain missed
90 days afterMar 4, 2026	Mar 4, 2026	$113.10	−9.81%	$785 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−18.3%	$1,464 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 18, 2025Filed 20 days later

Member

BitcoinBTCCryptocurrency [CT]

Purchase

$50,001 - $100,000

Notified Dec 18, 2025New

Only stocks and funds are priced

Dec 4, 2025Filed 34 days later

Member

Comfort Systems USA, Inc. Common StockFIXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jan 1, 2026New

Disclosed 34 days after the trade. FIX closed at $1,004.65 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeDec 5, 2025	Dec 5, 2025	$1,001.48	−0.32%	−$25 loss
Day of disclosureJan 7, 2026	Jan 7, 2026	$1,035.12	+3.03%	+$243 gain
30 days afterJan 5, 2026	Jan 5, 2026	$1,032.31	+2.75%	+$220 gain
90 days afterMar 4, 2026	Mar 4, 2026	$1,430.38	+42.4%	+$3,390 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,397.09	+39.1%	+$3,125 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 4, 2025Filed 34 days later

Spouse

Comfort Systems USA, Inc. Common StockFIXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jan 1, 2026New

Disclosed 34 days after the trade. FIX closed at $1,004.65 on Dec 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeDec 5, 2025	Dec 5, 2025	$1,001.48	−0.32%	−$25 loss
Day of disclosureJan 7, 2026	Jan 7, 2026	$1,035.12	+3.03%	+$243 gain
30 days afterJan 5, 2026	Jan 5, 2026	$1,032.31	+2.75%	+$220 gain
90 days afterMar 4, 2026	Mar 4, 2026	$1,430.38	+42.4%	+$3,390 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,397.09	+39.1%	+$3,125 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 25 days after the trade. BRO closed at $88.00 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$87.76	−0.27%	−$22 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−9.17%	−$734 loss
30 days afterNov 24, 2025	Nov 24, 2025	$79.25	−9.94%	−$796 loss
90 days afterJan 22, 2026	Jan 22, 2026	$78.62	−10.7%	−$853 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−19.4%	−$1,555 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. BRO closed at $95.50 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$95.94	+0.46%	+$37 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−16.3%	−$1,304 loss
30 days afterNov 10, 2025	Nov 10, 2025	$78.51	−17.8%	−$1,423 loss
90 days afterJan 7, 2026	Jan 7, 2026	$78.81	−17.5%	−$1,398 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	−$2,061 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Carnival Corporation Common StockCCL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. CCL closed at $28.45 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$27.69	−2.67%	−$214 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$25.76	−9.46%	−$757 loss
30 days afterNov 10, 2025	Nov 10, 2025	$26.89	−5.48%	−$439 loss
90 days afterJan 7, 2026	Jan 7, 2026	$32.11	+12.9%	+$1,029 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.06	−4.89%	−$391 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Carnival Corporation Common StockCCL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. CCL closed at $28.45 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$27.69	−2.67%	−$214 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$25.76	−9.46%	−$757 loss
30 days afterNov 10, 2025	Nov 10, 2025	$26.89	−5.48%	−$439 loss
90 days afterJan 7, 2026	Jan 7, 2026	$32.11	+12.9%	+$1,029 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.06	−4.89%	−$391 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chipotle Mexican Grill, Inc. Common StockCMG

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. CMG closed at $40.89 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$39.82	−2.62%	−$209 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$30.76	−24.8%	−$1,982 loss
30 days afterNov 10, 2025	Nov 10, 2025	$30.48	−25.5%	−$2,037 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.87	−4.94%	−$395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−27.5%	−$2,199 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chipotle Mexican Grill, Inc. Common StockCMG

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. CMG closed at $40.89 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$39.82	−2.62%	−$209 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$30.76	−24.8%	−$1,982 loss
30 days afterNov 10, 2025	Nov 10, 2025	$30.48	−25.5%	−$2,037 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.87	−4.94%	−$395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−27.5%	−$2,199 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. FTNT closed at $86.19 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$83.04	−3.65%	−$292 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$80.15	−7.01%	−$561 loss
30 days afterNov 10, 2025	Nov 10, 2025	$82.28	−4.54%	−$363 loss
90 days afterJan 7, 2026	Jan 7, 2026	$80.02	−7.16%	−$573 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+98.3%	+$7,866 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. FTNT closed at $86.19 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$83.04	−3.65%	−$292 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$80.15	−7.01%	−$561 loss
30 days afterNov 10, 2025	Nov 10, 2025	$82.28	−4.54%	−$363 loss
90 days afterJan 7, 2026	Jan 7, 2026	$80.02	−7.16%	−$573 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+98.3%	+$7,866 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 23, 2025Filed 26 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 26 days after the trade. HWM closed at $200.10 on Oct 23, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 24, 2025	Oct 24, 2025	$198.51	−0.79%	$64 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$201.22	+0.56%	$45 gain missed
30 days afterNov 24, 2025	Nov 24, 2025	$200.12	+0.01%	$1 gain missed
90 days afterJan 21, 2026	Jan 21, 2026	$225.00	+12.4%	$996 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+5.76%	$461 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Howmet Aerospace Inc. Common StockHWM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 23, 2025Filed 26 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 26 days after the trade. HWM closed at $200.10 on Oct 23, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 24, 2025	Oct 24, 2025	$198.51	−0.79%	$64 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$201.22	+0.56%	$45 gain missed
30 days afterNov 24, 2025	Nov 24, 2025	$200.12	+0.01%	$1 gain missed
90 days afterJan 21, 2026	Jan 21, 2026	$225.00	+12.4%	$996 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+5.76%	$461 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. PGR closed at $242.16 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$240.00	−0.89%	−$71 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	−7.14%	−$571 loss
30 days afterNov 10, 2025	Nov 10, 2025	$217.53	−10.2%	−$814 loss
90 days afterJan 7, 2026	Jan 7, 2026	$209.10	−13.7%	−$1,092 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−8.35%	−$668 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. PGR closed at $242.16 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$240.00	−0.89%	−$71 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	−7.14%	−$571 loss
30 days afterNov 10, 2025	Nov 10, 2025	$217.53	−10.2%	−$814 loss
90 days afterJan 7, 2026	Jan 7, 2026	$209.10	−13.7%	−$1,092 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−8.35%	−$668 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 24, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 25 days after the trade. PGR closed at $219.09 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$216.59	−1.14%	−$91 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	+2.64%	+$211 gain
30 days afterNov 24, 2025	Nov 24, 2025	$225.08	+2.73%	+$219 gain
90 days afterJan 22, 2026	Jan 22, 2026	$206.92	−5.55%	−$444 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+1.30%	+$104 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. TTD closed at $54.09 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$52.36	−3.20%	−$256 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$40.47	−25.2%	−$2,015 loss
30 days afterNov 10, 2025	Nov 10, 2025	$43.26	−20.0%	−$1,602 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.65	−28.5%	−$2,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−76.6%	−$6,130 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. TTD closed at $54.09 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$52.36	−3.20%	−$256 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$40.47	−25.2%	−$2,015 loss
30 days afterNov 10, 2025	Nov 10, 2025	$43.26	−20.0%	−$1,602 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.65	−28.5%	−$2,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−76.6%	−$6,130 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradeweb Markets Inc. - Class A Common StockTW

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. TW closed at $108.77 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$107.09	−1.54%	−$124 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$109.63	+0.79%	+$63 gain
30 days afterNov 10, 2025	Nov 10, 2025	$109.51	+0.68%	+$54 gain
90 days afterJan 7, 2026	Jan 7, 2026	$106.15	−2.41%	−$193 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	+9.75%	+$780 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradeweb Markets Inc. - Class A Common StockTW

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 9, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 1, 2025New

Disclosed 40 days after the trade. TW closed at $108.77 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$107.09	−1.54%	−$124 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$109.63	+0.79%	+$63 gain
30 days afterNov 10, 2025	Nov 10, 2025	$109.51	+0.68%	+$54 gain
90 days afterJan 7, 2026	Jan 7, 2026	$106.15	−2.41%	−$193 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	+9.75%	+$780 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Oct 24, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Nov 1, 2025New

Disclosed 25 days after the trade. V closed at $347.38 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$347.82	+0.13%	+$10 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$321.18	−7.54%	−$603 loss
30 days afterNov 24, 2025	Nov 24, 2025	$329.30	−5.20%	−$416 loss
90 days afterJan 22, 2026	Jan 22, 2026	$326.36	−6.05%	−$484 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+17.0%	+$1,363 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 9, 2025Filed 40 days later

Member

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. BRO closed at $95.50 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$95.94	+0.46%	+$37 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−16.3%	−$1,304 loss
30 days afterNov 10, 2025	Nov 10, 2025	$78.51	−17.8%	−$1,423 loss
90 days afterJan 7, 2026	Jan 7, 2026	$78.81	−17.5%	−$1,398 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	−$2,061 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 25 days later

Member

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 25 days after the trade. BRO closed at $88.00 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$87.76	−0.27%	−$22 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−9.17%	−$734 loss
30 days afterNov 24, 2025	Nov 24, 2025	$79.25	−9.94%	−$796 loss
90 days afterJan 22, 2026	Jan 22, 2026	$78.62	−10.7%	−$853 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−19.4%	−$1,555 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. BRO closed at $95.50 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$95.94	+0.46%	+$37 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$79.93	−16.3%	−$1,304 loss
30 days afterNov 10, 2025	Nov 10, 2025	$78.51	−17.8%	−$1,423 loss
90 days afterJan 7, 2026	Jan 7, 2026	$78.81	−17.5%	−$1,398 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	−$2,061 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Member

Carnival Corporation Common StockCCLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. CCL closed at $28.45 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$27.69	−2.67%	−$214 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$25.76	−9.46%	−$757 loss
30 days afterNov 10, 2025	Nov 10, 2025	$26.89	−5.48%	−$439 loss
90 days afterJan 7, 2026	Jan 7, 2026	$32.11	+12.9%	+$1,029 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.06	−4.89%	−$391 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

Carnival Corporation Common StockCCLStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. CCL closed at $28.45 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$27.69	−2.67%	−$214 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$25.76	−9.46%	−$757 loss
30 days afterNov 10, 2025	Nov 10, 2025	$26.89	−5.48%	−$439 loss
90 days afterJan 7, 2026	Jan 7, 2026	$32.11	+12.9%	+$1,029 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.06	−4.89%	−$391 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Member

Chipotle Mexican Grill, Inc. Common StockCMGStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. CMG closed at $40.89 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$39.82	−2.62%	−$209 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$30.76	−24.8%	−$1,982 loss
30 days afterNov 10, 2025	Nov 10, 2025	$30.48	−25.5%	−$2,037 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.87	−4.94%	−$395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−27.5%	−$2,199 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

Chipotle Mexican Grill, Inc. Common StockCMGStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. CMG closed at $40.89 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$39.82	−2.62%	−$209 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$30.76	−24.8%	−$1,982 loss
30 days afterNov 10, 2025	Nov 10, 2025	$30.48	−25.5%	−$2,037 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.87	−4.94%	−$395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−27.5%	−$2,199 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

Fortinet, Inc. - Common StockFTNTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. FTNT closed at $86.19 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$83.04	−3.65%	−$292 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$80.15	−7.01%	−$561 loss
30 days afterNov 10, 2025	Nov 10, 2025	$82.28	−4.54%	−$363 loss
90 days afterJan 7, 2026	Jan 7, 2026	$80.02	−7.16%	−$573 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+98.3%	+$7,866 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Member

Fortinet, Inc. - Common StockFTNTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. FTNT closed at $86.19 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$83.04	−3.65%	−$292 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$80.15	−7.01%	−$561 loss
30 days afterNov 10, 2025	Nov 10, 2025	$82.28	−4.54%	−$363 loss
90 days afterJan 7, 2026	Jan 7, 2026	$80.02	−7.16%	−$573 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+98.3%	+$7,866 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 23, 2025Filed 26 days later

Member

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 26 days after the trade. HWM closed at $200.10 on Oct 23, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 24, 2025	Oct 24, 2025	$198.51	−0.79%	$64 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$201.22	+0.56%	$45 gain missed
30 days afterNov 24, 2025	Nov 24, 2025	$200.12	+0.01%	$1 gain missed
90 days afterJan 21, 2026	Jan 21, 2026	$225.00	+12.4%	$996 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+5.76%	$461 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 23, 2025Filed 26 days later

Spouse

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 26 days after the trade. HWM closed at $200.10 on Oct 23, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 24, 2025	Oct 24, 2025	$198.51	−0.79%	$64 loss avoided
Day of disclosureNov 18, 2025	Nov 18, 2025	$201.22	+0.56%	$45 gain missed
30 days afterNov 24, 2025	Nov 24, 2025	$200.12	+0.01%	$1 gain missed
90 days afterJan 21, 2026	Jan 21, 2026	$225.00	+12.4%	$996 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+5.76%	$461 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

Progressive CorporationPGRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. PGR closed at $242.16 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$240.00	−0.89%	−$71 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	−7.14%	−$571 loss
30 days afterNov 10, 2025	Nov 10, 2025	$217.53	−10.2%	−$814 loss
90 days afterJan 7, 2026	Jan 7, 2026	$209.10	−13.7%	−$1,092 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−8.35%	−$668 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Member

Progressive CorporationPGRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. PGR closed at $242.16 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$240.00	−0.89%	−$71 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	−7.14%	−$571 loss
30 days afterNov 10, 2025	Nov 10, 2025	$217.53	−10.2%	−$814 loss
90 days afterJan 7, 2026	Jan 7, 2026	$209.10	−13.7%	−$1,092 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−8.35%	−$668 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 25 days later

Member

Progressive CorporationPGRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 25 days after the trade. PGR closed at $219.09 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$216.59	−1.14%	−$91 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$224.88	+2.64%	+$211 gain
30 days afterNov 24, 2025	Nov 24, 2025	$225.08	+2.73%	+$219 gain
90 days afterJan 22, 2026	Jan 22, 2026	$206.92	−5.55%	−$444 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	+1.30%	+$104 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Member

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. TTD closed at $54.09 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$52.36	−3.20%	−$256 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$40.47	−25.2%	−$2,015 loss
30 days afterNov 10, 2025	Nov 10, 2025	$43.26	−20.0%	−$1,602 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.65	−28.5%	−$2,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−76.6%	−$6,130 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. TTD closed at $54.09 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$52.36	−3.20%	−$256 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$40.47	−25.2%	−$2,015 loss
30 days afterNov 10, 2025	Nov 10, 2025	$43.26	−20.0%	−$1,602 loss
90 days afterJan 7, 2026	Jan 7, 2026	$38.65	−28.5%	−$2,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−76.6%	−$6,130 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Spouse

Tradeweb Markets Inc. - Class A Common StockTWStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. TW closed at $108.77 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$107.09	−1.54%	−$124 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$109.63	+0.79%	+$63 gain
30 days afterNov 10, 2025	Nov 10, 2025	$109.51	+0.68%	+$54 gain
90 days afterJan 7, 2026	Jan 7, 2026	$106.15	−2.41%	−$193 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	+9.75%	+$780 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 40 days later

Member

Tradeweb Markets Inc. - Class A Common StockTWStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 40 days after the trade. TW closed at $108.77 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$107.09	−1.54%	−$124 loss
Day of disclosureNov 18, 2025	Nov 18, 2025	$109.63	+0.79%	+$63 gain
30 days afterNov 10, 2025	Nov 10, 2025	$109.51	+0.68%	+$54 gain
90 days afterJan 7, 2026	Jan 7, 2026	$106.15	−2.41%	−$193 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	+9.75%	+$780 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 25 days later

Spouse

Visa Inc.VStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Nov 1, 2025New

Disclosed 25 days after the trade. V closed at $347.38 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$347.82	+0.13%	+$10 gain
Day of disclosureNov 18, 2025	Nov 18, 2025	$321.18	−7.54%	−$603 loss
30 days afterNov 24, 2025	Nov 24, 2025	$329.30	−5.20%	−$416 loss
90 days afterJan 22, 2026	Jan 22, 2026	$326.36	−6.05%	−$484 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+17.0%	+$1,363 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 33 days after the trade. BRO closed at $95.49 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$94.79	−0.73%	$59 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$95.55	+0.06%	$5 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$94.44	−1.10%	$88 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$79.65	−16.6%	$1,327 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	$2,060 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chipotle Mexican Grill, Inc. Common StockCMG

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. CMG closed at $41.41 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$41.06	−0.85%	$68 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$40.95	−1.11%	$89 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$41.63	+0.53%	$43 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$33.93	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−28.4%	$2,272 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chipotle Mexican Grill, Inc. Common StockCMG

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. CMG closed at $41.41 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$41.06	−0.85%	$68 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$40.95	−1.11%	$89 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$41.63	+0.53%	$43 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$33.93	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−28.4%	$2,272 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fiserv, Inc. Common StockFI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. FI closed at $136.18 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$135.05	−0.83%	$66 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$126.69	−6.97%	$558 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$125.05	−8.17%	$654 loss avoided
90 days after	No trading within a week of Dec 3, 2025
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−55.1%	$4,407 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fiserv, Inc. Common StockFI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. FI closed at $136.18 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$135.05	−0.83%	$66 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$126.69	−6.97%	$558 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$125.05	−8.17%	$654 loss avoided
90 days after	No trading within a week of Dec 3, 2025
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−55.1%	$4,407 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. FTNT closed at $76.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$78.83	+3.13%	$250 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$84.92	+11.1%	$888 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$86.38	+13.0%	$1,040 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$82.76	+8.27%	$662 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+123.6%	$9,890 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. FTNT closed at $76.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$78.83	+3.13%	$250 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$84.92	+11.1%	$888 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$86.38	+13.0%	$1,040 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$82.76	+8.27%	$662 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+123.6%	$9,890 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

IDEXX Laboratories, Inc. - Common StockIDXX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. IDXX closed at $640.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$642.99	+0.40%	+$32 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$627.28	−2.05%	−$164 loss
30 days afterOct 6, 2025	Oct 6, 2025	$627.78	−1.98%	−$158 loss
90 days afterDec 3, 2025	Dec 3, 2025	$725.93	+13.3%	+$1,068 gain
Latest closeOct 20, 2026	Oct 20, 2026	$557.93	−12.9%	−$1,031 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

IDEXX Laboratories, Inc. - Common StockIDXX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. IDXX closed at $640.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$642.99	+0.40%	+$32 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$627.28	−2.05%	−$164 loss
30 days afterOct 6, 2025	Oct 6, 2025	$627.78	−1.98%	−$158 loss
90 days afterDec 3, 2025	Dec 3, 2025	$725.93	+13.3%	+$1,068 gain
Latest closeOct 20, 2026	Oct 20, 2026	$557.93	−12.9%	−$1,031 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Molina Healthcare Inc Common StockMOH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. MOH closed at $170.83 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$174.65	+2.24%	$179 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$203.26	+19.0%	$1,519 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$200.57	+17.4%	$1,393 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$149.09	−12.7%	$1,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.72	+28.6%	$2,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Molina Healthcare Inc Common StockMOH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. MOH closed at $170.83 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$174.65	+2.24%	$179 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$203.26	+19.0%	$1,519 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$200.57	+17.4%	$1,393 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$149.09	−12.7%	$1,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.72	+28.6%	$2,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. PGR closed at $249.01 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$243.86	−2.07%	$165 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$243.89	−2.06%	$165 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$240.50	−3.42%	$273 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$227.18	−8.77%	$701 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−10.9%	$870 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Progressive CorporationPGR

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. PGR closed at $249.01 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$243.86	−2.07%	$165 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$243.89	−2.06%	$165 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$240.50	−3.42%	$273 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$227.18	−8.77%	$701 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−10.9%	$870 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. TTD closed at $51.92 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$52.07	+0.29%	$23 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$53.49	+3.02%	$242 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$53.14	+2.35%	$188 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$38.61	−25.6%	$2,051 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−75.6%	$6,052 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Trade Desk, Inc. - Class A Common StockTTD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. TTD closed at $51.92 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$52.07	+0.29%	$23 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$53.49	+3.02%	$242 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$53.14	+2.35%	$188 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$38.61	−25.6%	$2,051 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−75.6%	$6,052 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradeweb Markets Inc. - Class A Common StockTW

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. TW closed at $123.39 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$119.09	−3.48%	$279 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$104.59	−15.2%	$1,219 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$103.59	−16.0%	$1,284 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$108.06	−12.4%	$994 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−3.26%	$261 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradeweb Markets Inc. - Class A Common StockTW

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Sep 4, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2025New

Disclosed 33 days after the trade. TW closed at $123.39 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$119.09	−3.48%	$279 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$104.59	−15.2%	$1,219 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$103.59	−16.0%	$1,284 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$108.06	−12.4%	$994 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−3.26%	$261 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 4, 2025Filed 33 days later

Member

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. BRO closed at $95.49 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$94.79	−0.73%	$59 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$95.55	+0.06%	$5 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$94.44	−1.10%	$88 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$79.65	−16.6%	$1,327 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	$2,060 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. BRO closed at $95.49 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$94.79	−0.73%	$59 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$95.55	+0.06%	$5 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$94.44	−1.10%	$88 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$79.65	−16.6%	$1,327 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.8%	$2,060 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Chipotle Mexican Grill, Inc. Common StockCMGStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. CMG closed at $41.41 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$41.06	−0.85%	$68 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$40.95	−1.11%	$89 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$41.63	+0.53%	$43 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$33.93	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−28.4%	$2,272 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

Chipotle Mexican Grill, Inc. Common StockCMGStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. CMG closed at $41.41 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$41.06	−0.85%	$68 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$40.95	−1.11%	$89 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$41.63	+0.53%	$43 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$33.93	−18.1%	$1,445 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−28.4%	$2,272 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

Fiserv, Inc. Common StockFIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. FI closed at $136.18 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$135.05	−0.83%	$66 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$126.69	−6.97%	$558 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$125.05	−8.17%	$654 loss avoided
90 days after	No trading within a week of Dec 3, 2025
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−55.1%	$4,407 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Fiserv, Inc. Common StockFIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. FI closed at $136.18 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$135.05	−0.83%	$66 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$126.69	−6.97%	$558 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$125.05	−8.17%	$654 loss avoided
90 days after	No trading within a week of Dec 3, 2025
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−55.1%	$4,407 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Fortinet, Inc. - Common StockFTNTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. FTNT closed at $76.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$78.83	+3.13%	$250 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$84.92	+11.1%	$888 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$86.38	+13.0%	$1,040 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$82.76	+8.27%	$662 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+123.6%	$9,890 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

Fortinet, Inc. - Common StockFTNTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. FTNT closed at $76.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$78.83	+3.13%	$250 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$84.92	+11.1%	$888 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$86.38	+13.0%	$1,040 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$82.76	+8.27%	$662 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+123.6%	$9,890 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

IDEXX Laboratories, Inc. - Common StockIDXXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. IDXX closed at $640.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$642.99	+0.40%	+$32 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$627.28	−2.05%	−$164 loss
30 days afterOct 6, 2025	Oct 6, 2025	$627.78	−1.98%	−$158 loss
90 days afterDec 3, 2025	Dec 3, 2025	$725.93	+13.3%	+$1,068 gain
Latest closeOct 20, 2026	Oct 20, 2026	$557.93	−12.9%	−$1,031 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

IDEXX Laboratories, Inc. - Common StockIDXXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. IDXX closed at $640.44 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$642.99	+0.40%	+$32 gain
Day of disclosureOct 7, 2025	Oct 7, 2025	$627.28	−2.05%	−$164 loss
30 days afterOct 6, 2025	Oct 6, 2025	$627.78	−1.98%	−$158 loss
90 days afterDec 3, 2025	Dec 3, 2025	$725.93	+13.3%	+$1,068 gain
Latest closeOct 20, 2026	Oct 20, 2026	$557.93	−12.9%	−$1,031 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Molina Healthcare Inc Common StockMOHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. MOH closed at $170.83 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$174.65	+2.24%	$179 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$203.26	+19.0%	$1,519 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$200.57	+17.4%	$1,393 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$149.09	−12.7%	$1,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.72	+28.6%	$2,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

Molina Healthcare Inc Common StockMOHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. MOH closed at $170.83 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$174.65	+2.24%	$179 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$203.26	+19.0%	$1,519 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$200.57	+17.4%	$1,393 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$149.09	−12.7%	$1,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.72	+28.6%	$2,290 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

Progressive CorporationPGRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. PGR closed at $249.01 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$243.86	−2.07%	$165 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$243.89	−2.06%	$165 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$240.50	−3.42%	$273 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$227.18	−8.77%	$701 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−10.9%	$870 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Progressive CorporationPGRStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. PGR closed at $249.01 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$243.86	−2.07%	$165 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$243.89	−2.06%	$165 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$240.50	−3.42%	$273 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$227.18	−8.77%	$701 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−10.9%	$870 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. TTD closed at $51.92 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$52.07	+0.29%	$23 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$53.49	+3.02%	$242 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$53.14	+2.35%	$188 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$38.61	−25.6%	$2,051 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−75.6%	$6,052 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. TTD closed at $51.92 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$52.07	+0.29%	$23 gain missed
Day of disclosureOct 7, 2025	Oct 7, 2025	$53.49	+3.02%	$242 gain missed
30 days afterOct 6, 2025	Oct 6, 2025	$53.14	+2.35%	$188 gain missed
90 days afterDec 3, 2025	Dec 3, 2025	$38.61	−25.6%	$2,051 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−75.6%	$6,052 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Member

Tradeweb Markets Inc. - Class A Common StockTWStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. TW closed at $123.39 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$119.09	−3.48%	$279 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$104.59	−15.2%	$1,219 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$103.59	−16.0%	$1,284 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$108.06	−12.4%	$994 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−3.26%	$261 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 33 days later

Spouse

Tradeweb Markets Inc. - Class A Common StockTWStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2025New

Disclosed 33 days after the trade. TW closed at $123.39 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 5, 2025	Sep 5, 2025	$119.09	−3.48%	$279 loss avoided
Day of disclosureOct 7, 2025	Oct 7, 2025	$104.59	−15.2%	$1,219 loss avoided
30 days afterOct 6, 2025	Oct 6, 2025	$103.59	−16.0%	$1,284 loss avoided
90 days afterDec 3, 2025	Dec 3, 2025	$108.06	−12.4%	$994 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−3.26%	$261 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.