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.

← House chamber

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 24, 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 5, 2025 · House Clerk

View original filing

Deckers Outdoor CorporationDECK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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.

Deckers Outdoor CorporationDECK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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 7, 2025Filed 29 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. HWM closed at $181.58 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$180.75	−0.46%	$37 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$178.20	−1.86%	$149 loss avoided
30 days afterSep 8, 2025	Sep 8, 2025	$179.43	−1.18%	$95 loss avoided
90 days afterNov 5, 2025	Nov 5, 2025	$206.31	+13.6%	$1,090 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+16.5%	$1,324 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. LRCX closed at $99.15 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.75	+2.62%	+$210 gain
Day of disclosureSep 5, 2025	Sep 5, 2025	$102.95	+3.83%	+$307 gain
30 days afterSep 8, 2025	Sep 8, 2025	$105.07	+5.97%	+$478 gain
90 days afterNov 5, 2025	Nov 5, 2025	$165.05	+66.5%	+$5,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+165.7%	+$13,258 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. LRCX closed at $99.15 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.75	+2.62%	+$210 gain
Day of disclosureSep 5, 2025	Sep 5, 2025	$102.95	+3.83%	+$307 gain
30 days afterSep 8, 2025	Sep 8, 2025	$105.07	+5.97%	+$478 gain
90 days afterNov 5, 2025	Nov 5, 2025	$165.05	+66.5%	+$5,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+165.7%	+$13,258 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

Aug 7, 2025Filed 29 days later

Member

Deckers Outdoor CorporationDECKStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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 7, 2025Filed 29 days later

Spouse

Deckers Outdoor CorporationDECKStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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 7, 2025Filed 29 days later

Member

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]

Disclosed 29 days after the trade. HWM closed at $181.58 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$180.75	−0.46%	$37 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$178.20	−1.86%	$149 loss avoided
30 days afterSep 8, 2025	Sep 8, 2025	$179.43	−1.18%	$95 loss avoided
90 days afterNov 5, 2025	Nov 5, 2025	$206.31	+13.6%	$1,090 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+16.5%	$1,324 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 May 24, 2025 · House Clerk

View original filing

Amphenol Corporation Common StockAPH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. APH closed at $32.07 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$32.70	+1.98%	+$158 gain
Day of disclosureMay 27, 2025	May 27, 2025	$44.17	+37.7%	+$3,019 gain
30 days afterMay 12, 2025	May 12, 2025	$42.23	+31.7%	+$2,536 gain
90 days afterJul 9, 2025	Jul 9, 2025	$49.11	+53.1%	+$4,252 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+147.4%	+$11,791 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.

Amphenol Corporation Common StockAPH
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Apr 10, 2025Filed 44 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Apr 14, 2025 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. ABT closed at $126.78 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$126.34	−0.35%	−$28 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$127.96	+0.93%	+$74 gain
30 days afterApr 21, 2025	Apr 21, 2025	$129.89	+2.45%	+$196 gain
90 days afterJun 18, 2025	Jun 18, 2025	$132.41	+4.44%	+$355 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−19.2%	−$1,535 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.

Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Mar 20, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Mar 25, 2025 · House Clerk

View original filing

DoorDash, Inc. - Common StockDASH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 13, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. DASH closed at $205.64 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$213.38	+3.76%	+$301 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$199.72	−2.88%	−$230 loss
30 days afterMar 17, 2025	Mar 17, 2025	$189.86	−7.67%	−$614 loss
90 days afterMay 14, 2025	May 14, 2025	$196.84	−4.28%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−6.79%	−$544 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.

DoorDash, Inc. - Common StockDASH
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Feb 13, 2025Filed 40 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Feb 10, 2025 · House Clerk

View original filing

First Citizens BancShares, Inc. - Class A Common StockFCNCA

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 21, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 20 days after the trade. FCNCA closed at $2,231.14 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$2,218.11	−0.58%	−$47 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−3.43%	−$275 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$2,117.11	−5.11%	−$409 loss
90 days afterApr 21, 2025	Apr 21, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−4.96%	−$397 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.

First Citizens BancShares, Inc. - Class A Common StockFCNCA
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Jan 21, 2025Filed 20 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 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 5, 2025 · House Clerk

View original filing

Deckers Outdoor CorporationDECK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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.

Deckers Outdoor CorporationDECK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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 7, 2025Filed 29 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. HWM closed at $181.58 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$180.75	−0.46%	$37 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$178.20	−1.86%	$149 loss avoided
30 days afterSep 8, 2025	Sep 8, 2025	$179.43	−1.18%	$95 loss avoided
90 days afterNov 5, 2025	Nov 5, 2025	$206.31	+13.6%	$1,090 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+16.5%	$1,324 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. LRCX closed at $99.15 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.75	+2.62%	+$210 gain
Day of disclosureSep 5, 2025	Sep 5, 2025	$102.95	+3.83%	+$307 gain
30 days afterSep 8, 2025	Sep 8, 2025	$105.07	+5.97%	+$478 gain
90 days afterNov 5, 2025	Nov 5, 2025	$165.05	+66.5%	+$5,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+165.7%	+$13,258 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Aug 7, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2025New

Disclosed 29 days after the trade. LRCX closed at $99.15 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.75	+2.62%	+$210 gain
Day of disclosureSep 5, 2025	Sep 5, 2025	$102.95	+3.83%	+$307 gain
30 days afterSep 8, 2025	Sep 8, 2025	$105.07	+5.97%	+$478 gain
90 days afterNov 5, 2025	Nov 5, 2025	$165.05	+66.5%	+$5,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+165.7%	+$13,258 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

Aug 7, 2025Filed 29 days later

Member

Deckers Outdoor CorporationDECKStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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 7, 2025Filed 29 days later

Spouse

Deckers Outdoor CorporationDECKStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Sep 1, 2025New

Disclosed 29 days after the trade. DECK closed at $101.89 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.68	−0.21%	$16 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$120.40	+18.2%	$1,454 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$117.17	+15.0%	$1,200 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$81.81	−19.7%	$1,577 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−14.3%	$1,140 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 7, 2025Filed 29 days later

Member

Howmet Aerospace Inc. Common StockHWMStocks (including ADRs) [ST]

Disclosed 29 days after the trade. HWM closed at $181.58 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$180.75	−0.46%	$37 loss avoided
Day of disclosureSep 5, 2025	Sep 5, 2025	$178.20	−1.86%	$149 loss avoided
30 days afterSep 8, 2025	Sep 8, 2025	$179.43	−1.18%	$95 loss avoided
90 days afterNov 5, 2025	Nov 5, 2025	$206.31	+13.6%	$1,090 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$211.63	+16.5%	$1,324 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 May 24, 2025 · House Clerk

View original filing

Amphenol Corporation Common StockAPH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. APH closed at $32.07 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$32.70	+1.98%	+$158 gain
Day of disclosureMay 27, 2025	May 27, 2025	$44.17	+37.7%	+$3,019 gain
30 days afterMay 12, 2025	May 12, 2025	$42.23	+31.7%	+$2,536 gain
90 days afterJul 9, 2025	Jul 9, 2025	$49.11	+53.1%	+$4,252 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+147.4%	+$11,791 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.

Amphenol Corporation Common StockAPH
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Apr 10, 2025Filed 44 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Apr 14, 2025 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. ABT closed at $126.78 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$126.34	−0.35%	−$28 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$127.96	+0.93%	+$74 gain
30 days afterApr 21, 2025	Apr 21, 2025	$129.89	+2.45%	+$196 gain
90 days afterJun 18, 2025	Jun 18, 2025	$132.41	+4.44%	+$355 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−19.2%	−$1,535 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.

Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Mar 20, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Mar 25, 2025 · House Clerk

View original filing

DoorDash, Inc. - Common StockDASH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 13, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. DASH closed at $205.64 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$213.38	+3.76%	+$301 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$199.72	−2.88%	−$230 loss
30 days afterMar 17, 2025	Mar 17, 2025	$189.86	−7.67%	−$614 loss
90 days afterMay 14, 2025	May 14, 2025	$196.84	−4.28%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−6.79%	−$544 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.

DoorDash, Inc. - Common StockDASH
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Feb 13, 2025Filed 40 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Feb 10, 2025 · House Clerk

View original filing

First Citizens BancShares, Inc. - Class A Common StockFCNCA

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 21, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 20 days after the trade. FCNCA closed at $2,231.14 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$2,218.11	−0.58%	−$47 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−3.43%	−$275 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$2,117.11	−5.11%	−$409 loss
90 days afterApr 21, 2025	Apr 21, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−4.96%	−$397 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.

First Citizens BancShares, Inc. - Class A Common StockFCNCA
Stocks (including ADRs) [ST]
Held in: Moran Wealth IRA
Transaction date
Jan 21, 2025Filed 20 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Aug 7, 2025Filed 29 days later

Spouse

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Sep 1, 2025New

Disclosed 29 days after the trade. LRCX closed at $99.15 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.75	+2.62%	+$210 gain
Day of disclosureSep 5, 2025	Sep 5, 2025	$102.95	+3.83%	+$307 gain
30 days afterSep 8, 2025	Sep 8, 2025	$105.07	+5.97%	+$478 gain
90 days afterNov 5, 2025	Nov 5, 2025	$165.05	+66.5%	+$5,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+165.7%	+$13,258 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.

Aug 7, 2025Filed 29 days later

Member

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Sep 1, 2025New

Disclosed 29 days after the trade. LRCX closed at $99.15 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$101.75	+2.62%	+$210 gain
Day of disclosureSep 5, 2025	Sep 5, 2025	$102.95	+3.83%	+$307 gain
30 days afterSep 8, 2025	Sep 8, 2025	$105.07	+5.97%	+$478 gain
90 days afterNov 5, 2025	Nov 5, 2025	$165.05	+66.5%	+$5,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+165.7%	+$13,258 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 44 days after the trade. APH closed at $32.07 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$32.70	+1.98%	+$158 gain
Day of disclosureMay 27, 2025	May 27, 2025	$44.17	+37.7%	+$3,019 gain
30 days afterMay 12, 2025	May 12, 2025	$42.23	+31.7%	+$2,536 gain
90 days afterJul 9, 2025	Jul 9, 2025	$49.11	+53.1%	+$4,252 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+147.4%	+$11,791 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.

Nu Holdings Ltd. Class A Ordinary SharesNU

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. NU closed at $10.25 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$10.55	+2.93%	$234 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$11.94	+16.5%	$1,319 gain missed
30 days afterMay 12, 2025	May 12, 2025	$12.95	+26.3%	$2,108 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$13.64	+33.1%	$2,646 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$15.09	+47.2%	$3,778 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.

Nu Holdings Ltd. Class A Ordinary SharesNU

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. NU closed at $10.25 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$10.55	+2.93%	$234 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$11.94	+16.5%	$1,319 gain missed
30 days afterMay 12, 2025	May 12, 2025	$12.95	+26.3%	$2,108 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$13.64	+33.1%	$2,646 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$15.09	+47.2%	$3,778 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.

Regeneron Pharmaceuticals, Inc. - Common StockREGN

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. REGN closed at $546.39 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$554.18	+1.43%	$114 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$603.26	+10.4%	$833 gain missed
30 days afterMay 12, 2025	May 12, 2025	$575.63	+5.35%	$428 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$552.58	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$807.48	+47.8%	$3,823 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.

Regeneron Pharmaceuticals, Inc. - Common StockREGN

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. REGN closed at $546.39 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$554.18	+1.43%	$114 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$603.26	+10.4%	$833 gain missed
30 days afterMay 12, 2025	May 12, 2025	$575.63	+5.35%	$428 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$552.58	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$807.48	+47.8%	$3,823 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.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Apr 10, 2025Filed 44 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. V closed at $324.61 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$333.40	+2.71%	+$217 gain
Day of disclosureMay 27, 2025	May 27, 2025	$359.30	+10.7%	+$855 gain
30 days afterMay 12, 2025	May 12, 2025	$355.85	+9.62%	+$770 gain
90 days afterJul 9, 2025	Jul 9, 2025	$357.76	+10.2%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+25.2%	+$2,020 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: Apr 10, 2025Filed 44 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. V closed at $324.61 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$333.40	+2.71%	+$217 gain
Day of disclosureMay 27, 2025	May 27, 2025	$359.30	+10.7%	+$855 gain
30 days afterMay 12, 2025	May 12, 2025	$355.85	+9.62%	+$770 gain
90 days afterJul 9, 2025	Jul 9, 2025	$357.76	+10.2%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+25.2%	+$2,020 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 10, 2025Filed 44 days later

Member

Amphenol Corporation Common StockAPHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. APH closed at $32.07 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$32.70	+1.98%	+$158 gain
Day of disclosureMay 27, 2025	May 27, 2025	$44.17	+37.7%	+$3,019 gain
30 days afterMay 12, 2025	May 12, 2025	$42.23	+31.7%	+$2,536 gain
90 days afterJul 9, 2025	Jul 9, 2025	$49.11	+53.1%	+$4,252 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+147.4%	+$11,791 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 10, 2025Filed 44 days later

Spouse

Amphenol Corporation Common StockAPHStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. APH closed at $32.07 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$32.70	+1.98%	+$158 gain
Day of disclosureMay 27, 2025	May 27, 2025	$44.17	+37.7%	+$3,019 gain
30 days afterMay 12, 2025	May 12, 2025	$42.23	+31.7%	+$2,536 gain
90 days afterJul 9, 2025	Jul 9, 2025	$49.11	+53.1%	+$4,252 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+147.4%	+$11,791 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 10, 2025Filed 44 days later

Spouse

Nu Holdings Ltd. Class A Ordinary SharesNUStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. NU closed at $10.25 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$10.55	+2.93%	$234 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$11.94	+16.5%	$1,319 gain missed
30 days afterMay 12, 2025	May 12, 2025	$12.95	+26.3%	$2,108 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$13.64	+33.1%	$2,646 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$15.09	+47.2%	$3,778 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.

Apr 10, 2025Filed 44 days later

Member

Nu Holdings Ltd. Class A Ordinary SharesNUStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. NU closed at $10.25 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$10.55	+2.93%	$234 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$11.94	+16.5%	$1,319 gain missed
30 days afterMay 12, 2025	May 12, 2025	$12.95	+26.3%	$2,108 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$13.64	+33.1%	$2,646 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$15.09	+47.2%	$3,778 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.

Apr 10, 2025Filed 44 days later

Member

Regeneron Pharmaceuticals, Inc. - Common StockREGNStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. REGN closed at $546.39 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$554.18	+1.43%	$114 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$603.26	+10.4%	$833 gain missed
30 days afterMay 12, 2025	May 12, 2025	$575.63	+5.35%	$428 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$552.58	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$807.48	+47.8%	$3,823 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.

Apr 10, 2025Filed 44 days later

Spouse

Regeneron Pharmaceuticals, Inc. - Common StockREGNStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. REGN closed at $546.39 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$554.18	+1.43%	$114 gain missed
Day of disclosureMay 27, 2025	May 27, 2025	$603.26	+10.4%	$833 gain missed
30 days afterMay 12, 2025	May 12, 2025	$575.63	+5.35%	$428 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$552.58	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$807.48	+47.8%	$3,823 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.

Apr 10, 2025Filed 44 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. V closed at $324.61 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$333.40	+2.71%	+$217 gain
Day of disclosureMay 27, 2025	May 27, 2025	$359.30	+10.7%	+$855 gain
30 days afterMay 12, 2025	May 12, 2025	$355.85	+9.62%	+$770 gain
90 days afterJul 9, 2025	Jul 9, 2025	$357.76	+10.2%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+25.2%	+$2,020 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 10, 2025Filed 44 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 44 days after the trade. V closed at $324.61 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$333.40	+2.71%	+$217 gain
Day of disclosureMay 27, 2025	May 27, 2025	$359.30	+10.7%	+$855 gain
30 days afterMay 12, 2025	May 12, 2025	$355.85	+9.62%	+$770 gain
90 days afterJul 9, 2025	Jul 9, 2025	$357.76	+10.2%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+25.2%	+$2,020 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. ABT closed at $126.78 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$126.34	−0.35%	−$28 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$127.96	+0.93%	+$74 gain
30 days afterApr 21, 2025	Apr 21, 2025	$129.89	+2.45%	+$196 gain
90 days afterJun 18, 2025	Jun 18, 2025	$132.41	+4.44%	+$355 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−19.2%	−$1,535 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.

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. AMZN closed at $194.95 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$196.21	+0.65%	+$52 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$182.12	−6.58%	−$527 loss
30 days afterApr 21, 2025	Apr 21, 2025	$167.32	−14.2%	−$1,134 loss
90 days afterJun 18, 2025	Jun 18, 2025	$212.52	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+34.7%	+$2,778 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.

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. AMZN closed at $194.95 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$196.21	+0.65%	+$52 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$182.12	−6.58%	−$527 loss
30 days afterApr 21, 2025	Apr 21, 2025	$167.32	−14.2%	−$1,134 loss
90 days afterJun 18, 2025	Jun 18, 2025	$212.52	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+34.7%	+$2,778 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.

Arista Networks, Inc. Common StockANET

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. ANET closed at $82.97 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$83.13	+0.19%	+$15 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$73.59	−11.3%	−$905 loss
30 days afterApr 21, 2025	Apr 21, 2025	$67.67	−18.4%	−$1,475 loss
90 days afterJun 18, 2025	Jun 18, 2025	$90.24	+8.76%	+$701 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	+118.4%	+$9,472 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.

Arista Networks, Inc. Common StockANET

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. ANET closed at $82.97 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$83.13	+0.19%	+$15 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$73.59	−11.3%	−$905 loss
30 days afterApr 21, 2025	Apr 21, 2025	$67.67	−18.4%	−$1,475 loss
90 days afterJun 18, 2025	Jun 18, 2025	$90.24	+8.76%	+$701 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	+118.4%	+$9,472 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.

Autodesk, Inc. - Common StockADSK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. ADSK closed at $267.82 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$267.25	−0.21%	−$17 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$260.71	−2.65%	−$212 loss
30 days afterApr 21, 2025	Apr 21, 2025	$254.27	−5.06%	−$405 loss
90 days afterJun 18, 2025	Jun 18, 2025	$295.19	+10.2%	+$818 gain
Latest closeOct 20, 2026	Oct 20, 2026	$245.58	−8.30%	−$664 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.

Autodesk, Inc. - Common StockADSK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. ADSK closed at $267.82 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$267.25	−0.21%	−$17 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$260.71	−2.65%	−$212 loss
30 days afterApr 21, 2025	Apr 21, 2025	$254.27	−5.06%	−$405 loss
90 days afterJun 18, 2025	Jun 18, 2025	$295.19	+10.2%	+$818 gain
Latest closeOct 20, 2026	Oct 20, 2026	$245.58	−8.30%	−$664 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.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. AVGO closed at $190.54 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$191.66	+0.59%	+$47 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$178.36	−6.39%	−$511 loss
30 days afterApr 21, 2025	Apr 21, 2025	$166.21	−12.8%	−$1,022 loss
90 days afterJun 18, 2025	Jun 18, 2025	$251.26	+31.9%	+$2,550 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+75.5%	+$6,040 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.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. AVGO closed at $190.54 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$191.66	+0.59%	+$47 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$178.36	−6.39%	−$511 loss
30 days afterApr 21, 2025	Apr 21, 2025	$166.21	−12.8%	−$1,022 loss
90 days afterJun 18, 2025	Jun 18, 2025	$251.26	+31.9%	+$2,550 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+75.5%	+$6,040 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.

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. BRO closed at $119.80 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$118.52	−1.07%	−$85 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$120.90	+0.92%	+$73 gain
30 days afterApr 21, 2025	Apr 21, 2025	$113.42	−5.33%	−$426 loss
90 days afterJun 18, 2025	Jun 18, 2025	$108.29	−9.61%	−$769 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−40.8%	−$3,266 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. BRO closed at $119.80 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$118.52	−1.07%	−$85 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$120.90	+0.92%	+$73 gain
30 days afterApr 21, 2025	Apr 21, 2025	$113.42	−5.33%	−$426 loss
90 days afterJun 18, 2025	Jun 18, 2025	$108.29	−9.61%	−$769 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−40.8%	−$3,266 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.

Chemed CorpCHE

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 6, 2025Filed 39 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. CHE closed at $594.35 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$595.74	+0.23%	$19 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$600.69	+1.07%	$85 gain missed
30 days afterApr 7, 2025	Apr 7, 2025	$575.07	−3.24%	$260 loss avoided
90 days afterJun 4, 2025	Jun 4, 2025	$561.64	−5.50%	$440 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$516.07	−13.2%	$1,054 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.

Chemed CorpCHE

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 6, 2025Filed 39 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. CHE closed at $594.35 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$595.74	+0.23%	$19 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$600.69	+1.07%	$85 gain missed
30 days afterApr 7, 2025	Apr 7, 2025	$575.07	−3.24%	$260 loss avoided
90 days afterJun 4, 2025	Jun 4, 2025	$561.64	−5.50%	$440 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$516.07	−13.2%	$1,054 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. CMG closed at $49.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$48.53	−0.96%	−$77 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$49.46	+0.94%	+$75 gain
30 days afterApr 21, 2025	Apr 21, 2025	$46.53	−5.04%	−$403 loss
90 days afterJun 18, 2025	Jun 18, 2025	$51.83	+5.78%	+$462 gain
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−39.5%	−$3,160 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. CMG closed at $49.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$48.53	−0.96%	−$77 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$49.46	+0.94%	+$75 gain
30 days afterApr 21, 2025	Apr 21, 2025	$46.53	−5.04%	−$403 loss
90 days afterJun 18, 2025	Jun 18, 2025	$51.83	+5.78%	+$462 gain
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−39.5%	−$3,160 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.

DoorDash, Inc. - Common StockDASH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. DASH closed at $192.93 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$190.62	−1.20%	$96 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$181.85	−5.74%	$459 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$171.82	−10.9%	$875 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$220.58	+14.3%	$1,147 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−0.65%	$52 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.

DoorDash, Inc. - Common StockDASH

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. DASH closed at $192.93 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$190.62	−1.20%	$96 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$181.85	−5.74%	$459 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$171.82	−10.9%	$875 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$220.58	+14.3%	$1,147 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−0.65%	$52 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.

Equifax, Inc. Common StockEFX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. EFX closed at $243.45 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$244.00	+0.23%	$18 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$224.32	−7.86%	$629 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$215.29	−11.6%	$925 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$253.39	+4.08%	$327 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$176.54	−27.5%	$2,199 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.

Equifax, Inc. Common StockEFX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. EFX closed at $243.45 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$244.00	+0.23%	$18 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$224.32	−7.86%	$629 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$215.29	−11.6%	$925 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$253.39	+4.08%	$327 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$176.54	−27.5%	$2,199 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.

First Citizens BancShares, Inc. - Class A Common StockFCNCA

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. FCNCA closed at $1,842.96 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$1,851.20	+0.45%	$36 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$1.00	−99.9%	$7,997 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$1.00	−99.9%	$7,997 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$1,845.31	+0.13%	$10 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+15.1%	$1,204 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.

First Citizens BancShares, Inc. - Class A Common StockFCNCA

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. FCNCA closed at $1,842.96 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$1,851.20	+0.45%	$36 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$1.00	−99.9%	$7,997 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$1.00	−99.9%	$7,997 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$1,845.31	+0.13%	$10 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+15.1%	$1,204 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.

Fiserv, Inc. Common StockFI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. FI closed at $221.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$218.09	−1.67%	−$133 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$212.24	−4.31%	−$345 loss
30 days afterApr 21, 2025	Apr 21, 2025	$207.46	−6.46%	−$517 loss
90 days afterJun 18, 2025	Jun 18, 2025	$161.36	−27.2%	−$2,180 loss
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−72.4%	−$5,794 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.

Fiserv, Inc. Common StockFI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. FI closed at $221.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$218.09	−1.67%	−$133 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$212.24	−4.31%	−$345 loss
30 days afterApr 21, 2025	Apr 21, 2025	$207.46	−6.46%	−$517 loss
90 days afterJun 18, 2025	Jun 18, 2025	$161.36	−27.2%	−$2,180 loss
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−72.4%	−$5,794 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.

Gartner, Inc. Common StockIT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. IT closed at $418.77 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$430.38	+2.77%	$222 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$407.96	−2.58%	$207 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$392.47	−6.28%	$502 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$399.37	−4.63%	$371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.64	−47.6%	$3,805 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.

Gartner, Inc. Common StockIT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. IT closed at $418.77 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$430.38	+2.77%	$222 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$407.96	−2.58%	$207 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$392.47	−6.28%	$502 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$399.37	−4.63%	$371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.64	−47.6%	$3,805 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.

GoDaddy Inc. Class A Common StockGDDY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. GDDY closed at $180.69 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$180.33	−0.20%	$16 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$171.65	−5.00%	$400 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$165.21	−8.57%	$685 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$176.42	−2.36%	$189 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−39.8%	$3,183 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.

GoDaddy Inc. Class A Common StockGDDY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. GDDY closed at $180.69 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$180.33	−0.20%	$16 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$171.65	−5.00%	$400 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$165.21	−8.57%	$685 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$176.42	−2.36%	$189 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−39.8%	$3,183 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. JPM closed at $239.01 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$241.63	+1.10%	$88 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$234.72	−1.79%	$144 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$228.99	−4.19%	$335 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$273.96	+14.6%	$1,170 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+40.3%	$3,222 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. JPM closed at $239.01 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$241.63	+1.10%	$88 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$234.72	−1.79%	$144 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$228.99	−4.19%	$335 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$273.96	+14.6%	$1,170 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+40.3%	$3,222 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.

MSCI Inc. Common StockMSCI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. MSCI closed at $565.99 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$562.56	−0.61%	$48 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$551.25	−2.60%	$208 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$533.48	−5.74%	$460 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$543.72	−3.93%	$315 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$591.69	+4.54%	$363 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.

MSCI Inc. Common StockMSCI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. MSCI closed at $565.99 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$562.56	−0.61%	$48 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$551.25	−2.60%	$208 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$533.48	−5.74%	$460 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$543.72	−3.93%	$315 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$591.69	+4.54%	$363 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.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. NVO closed at $78.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$76.86	−2.45%	$196 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$66.06	−16.2%	$1,293 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$58.33	−26.0%	$2,078 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$74.01	−6.07%	$485 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−50.1%	$4,005 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.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. NVO closed at $78.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$76.86	−2.45%	$196 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$66.06	−16.2%	$1,293 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$58.33	−26.0%	$2,078 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$74.01	−6.07%	$485 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−50.1%	$4,005 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.

PayPal Holdings, Inc. - Common StockPYPL

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. PYPL closed at $69.67 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$70.19	+0.75%	+$60 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$62.27	−10.6%	−$850 loss
30 days afterApr 21, 2025	Apr 21, 2025	$60.29	−13.5%	−$1,078 loss
90 days afterJun 18, 2025	Jun 18, 2025	$68.57	−1.58%	−$126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−18.0%	−$1,439 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 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. PYPL closed at $69.67 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$70.19	+0.75%	+$60 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$62.27	−10.6%	−$850 loss
30 days afterApr 21, 2025	Apr 21, 2025	$60.29	−13.5%	−$1,078 loss
90 days afterJun 18, 2025	Jun 18, 2025	$68.57	−1.58%	−$126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−18.0%	−$1,439 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. PGR closed at $274.62 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$272.86	−0.64%	−$51 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$278.56	+1.43%	+$115 gain
30 days afterApr 21, 2025	Apr 21, 2025	$257.41	−6.27%	−$501 loss
90 days afterJun 18, 2025	Jun 18, 2025	$260.33	−5.20%	−$416 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−19.2%	−$1,535 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. PGR closed at $274.62 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$272.86	−0.64%	−$51 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$278.56	+1.43%	+$115 gain
30 days afterApr 21, 2025	Apr 21, 2025	$257.41	−6.27%	−$501 loss
90 days afterJun 18, 2025	Jun 18, 2025	$260.33	−5.20%	−$416 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−19.2%	−$1,535 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.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 6, 2025Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. HOOD closed at $44.84 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$44.42	−0.94%	−$75 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	−1.56%	−$125 loss
30 days afterApr 7, 2025	Apr 7, 2025	$35.41	−21.0%	−$1,683 loss
90 days afterJun 4, 2025	Jun 4, 2025	$72.27	+61.2%	+$4,894 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+119.0%	+$9,523 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.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 6, 2025Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. HOOD closed at $44.84 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$44.42	−0.94%	−$75 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	−1.56%	−$125 loss
30 days afterApr 7, 2025	Apr 7, 2025	$35.41	−21.0%	−$1,683 loss
90 days afterJun 4, 2025	Jun 4, 2025	$72.27	+61.2%	+$4,894 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+119.0%	+$9,523 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.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. HOOD closed at $43.66 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$44.36	+1.60%	$128 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	+1.10%	$88 gain missed
30 days afterApr 21, 2025	Apr 21, 2025	$39.85	−8.73%	$698 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$78.35	+79.5%	$6,357 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+124.9%	$9,997 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.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. HOOD closed at $43.66 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$44.36	+1.60%	$128 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	+1.10%	$88 gain missed
30 days afterApr 21, 2025	Apr 21, 2025	$39.85	−8.73%	$698 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$78.35	+79.5%	$6,357 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+124.9%	$9,997 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: Mar 6, 2025Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. TTD closed at $64.98 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$64.91	−0.11%	−$9 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$48.64	−25.1%	−$2,012 loss
30 days afterApr 7, 2025	Apr 7, 2025	$46.34	−28.7%	−$2,295 loss
90 days afterJun 4, 2025	Jun 4, 2025	$76.05	+17.0%	+$1,363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−80.5%	−$6,443 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: Mar 6, 2025Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. TTD closed at $64.98 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$64.91	−0.11%	−$9 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$48.64	−25.1%	−$2,012 loss
30 days afterApr 7, 2025	Apr 7, 2025	$46.34	−28.7%	−$2,295 loss
90 days afterJun 4, 2025	Jun 4, 2025	$76.05	+17.0%	+$1,363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−80.5%	−$6,443 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. TW closed at $143.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$142.41	−0.41%	−$33 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$131.24	−8.22%	−$658 loss
30 days afterApr 21, 2025	Apr 21, 2025	$129.46	−9.47%	−$758 loss
90 days afterJun 18, 2025	Jun 18, 2025	$138.72	−2.99%	−$239 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−16.5%	−$1,322 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: Mar 20, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. TW closed at $143.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$142.41	−0.41%	−$33 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$131.24	−8.22%	−$658 loss
30 days afterApr 21, 2025	Apr 21, 2025	$129.46	−9.47%	−$758 loss
90 days afterJun 18, 2025	Jun 18, 2025	$138.72	−2.99%	−$239 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−16.5%	−$1,322 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.

Veeva Systems Inc. Class A Common StockVEEV

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. VEEV closed at $235.85 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$236.77	+0.39%	$31 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$223.66	−5.17%	$414 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$210.08	−10.9%	$874 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$281.43	+19.3%	$1,546 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.67	+35.1%	$2,810 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.

Veeva Systems Inc. Class A Common StockVEEV

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. VEEV closed at $235.85 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$236.77	+0.39%	$31 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$223.66	−5.17%	$414 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$210.08	−10.9%	$874 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$281.43	+19.3%	$1,546 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.67	+35.1%	$2,810 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.

Vertex Pharmaceuticals Incorporated - Common StockVRTX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. VRTX closed at $510.18 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$503.20	−1.37%	$109 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$495.83	−2.81%	$225 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$477.52	−6.40%	$512 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$448.40	−12.1%	$969 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+0.88%	$70 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.

Vertex Pharmaceuticals Incorporated - Common StockVRTX

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. VRTX closed at $510.18 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$503.20	−1.37%	$109 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$495.83	−2.81%	$225 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$477.52	−6.40%	$512 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$448.40	−12.1%	$969 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+0.88%	$70 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.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 20, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. ABT closed at $126.78 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$126.34	−0.35%	−$28 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$127.96	+0.93%	+$74 gain
30 days afterApr 21, 2025	Apr 21, 2025	$129.89	+2.45%	+$196 gain
90 days afterJun 18, 2025	Jun 18, 2025	$132.41	+4.44%	+$355 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−19.2%	−$1,535 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. ABT closed at $126.78 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$126.34	−0.35%	−$28 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$127.96	+0.93%	+$74 gain
30 days afterApr 21, 2025	Apr 21, 2025	$129.89	+2.45%	+$196 gain
90 days afterJun 18, 2025	Jun 18, 2025	$132.41	+4.44%	+$355 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−19.2%	−$1,535 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, 2025Filed 25 days later

Spouse

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. AMZN closed at $194.95 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$196.21	+0.65%	+$52 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$182.12	−6.58%	−$527 loss
30 days afterApr 21, 2025	Apr 21, 2025	$167.32	−14.2%	−$1,134 loss
90 days afterJun 18, 2025	Jun 18, 2025	$212.52	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+34.7%	+$2,778 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, 2025Filed 25 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. AMZN closed at $194.95 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$196.21	+0.65%	+$52 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$182.12	−6.58%	−$527 loss
30 days afterApr 21, 2025	Apr 21, 2025	$167.32	−14.2%	−$1,134 loss
90 days afterJun 18, 2025	Jun 18, 2025	$212.52	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+34.7%	+$2,778 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, 2025Filed 25 days later

Member

Arista Networks, Inc. Common StockANETStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. ANET closed at $82.97 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$83.13	+0.19%	+$15 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$73.59	−11.3%	−$905 loss
30 days afterApr 21, 2025	Apr 21, 2025	$67.67	−18.4%	−$1,475 loss
90 days afterJun 18, 2025	Jun 18, 2025	$90.24	+8.76%	+$701 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	+118.4%	+$9,472 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, 2025Filed 25 days later

Spouse

Arista Networks, Inc. Common StockANETStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. ANET closed at $82.97 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$83.13	+0.19%	+$15 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$73.59	−11.3%	−$905 loss
30 days afterApr 21, 2025	Apr 21, 2025	$67.67	−18.4%	−$1,475 loss
90 days afterJun 18, 2025	Jun 18, 2025	$90.24	+8.76%	+$701 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	+118.4%	+$9,472 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. ADSK closed at $267.82 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$267.25	−0.21%	−$17 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$260.71	−2.65%	−$212 loss
30 days afterApr 21, 2025	Apr 21, 2025	$254.27	−5.06%	−$405 loss
90 days afterJun 18, 2025	Jun 18, 2025	$295.19	+10.2%	+$818 gain
Latest closeOct 20, 2026	Oct 20, 2026	$245.58	−8.30%	−$664 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. ADSK closed at $267.82 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$267.25	−0.21%	−$17 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$260.71	−2.65%	−$212 loss
30 days afterApr 21, 2025	Apr 21, 2025	$254.27	−5.06%	−$405 loss
90 days afterJun 18, 2025	Jun 18, 2025	$295.19	+10.2%	+$818 gain
Latest closeOct 20, 2026	Oct 20, 2026	$245.58	−8.30%	−$664 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. AVGO closed at $190.54 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$191.66	+0.59%	+$47 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$178.36	−6.39%	−$511 loss
30 days afterApr 21, 2025	Apr 21, 2025	$166.21	−12.8%	−$1,022 loss
90 days afterJun 18, 2025	Jun 18, 2025	$251.26	+31.9%	+$2,550 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+75.5%	+$6,040 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. AVGO closed at $190.54 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$191.66	+0.59%	+$47 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$178.36	−6.39%	−$511 loss
30 days afterApr 21, 2025	Apr 21, 2025	$166.21	−12.8%	−$1,022 loss
90 days afterJun 18, 2025	Jun 18, 2025	$251.26	+31.9%	+$2,550 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+75.5%	+$6,040 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. BRO closed at $119.80 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$118.52	−1.07%	−$85 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$120.90	+0.92%	+$73 gain
30 days afterApr 21, 2025	Apr 21, 2025	$113.42	−5.33%	−$426 loss
90 days afterJun 18, 2025	Jun 18, 2025	$108.29	−9.61%	−$769 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−40.8%	−$3,266 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. BRO closed at $119.80 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$118.52	−1.07%	−$85 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$120.90	+0.92%	+$73 gain
30 days afterApr 21, 2025	Apr 21, 2025	$113.42	−5.33%	−$426 loss
90 days afterJun 18, 2025	Jun 18, 2025	$108.29	−9.61%	−$769 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−40.8%	−$3,266 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 6, 2025Filed 39 days later

Spouse

Chemed CorpCHEStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 39 days after the trade. CHE closed at $594.35 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$595.74	+0.23%	$19 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$600.69	+1.07%	$85 gain missed
30 days afterApr 7, 2025	Apr 7, 2025	$575.07	−3.24%	$260 loss avoided
90 days afterJun 4, 2025	Jun 4, 2025	$561.64	−5.50%	$440 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$516.07	−13.2%	$1,054 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 6, 2025Filed 39 days later

Member

Chemed CorpCHEStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 39 days after the trade. CHE closed at $594.35 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$595.74	+0.23%	$19 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$600.69	+1.07%	$85 gain missed
30 days afterApr 7, 2025	Apr 7, 2025	$575.07	−3.24%	$260 loss avoided
90 days afterJun 4, 2025	Jun 4, 2025	$561.64	−5.50%	$440 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$516.07	−13.2%	$1,054 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. CMG closed at $49.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$48.53	−0.96%	−$77 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$49.46	+0.94%	+$75 gain
30 days afterApr 21, 2025	Apr 21, 2025	$46.53	−5.04%	−$403 loss
90 days afterJun 18, 2025	Jun 18, 2025	$51.83	+5.78%	+$462 gain
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−39.5%	−$3,160 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. CMG closed at $49.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$48.53	−0.96%	−$77 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$49.46	+0.94%	+$75 gain
30 days afterApr 21, 2025	Apr 21, 2025	$46.53	−5.04%	−$403 loss
90 days afterJun 18, 2025	Jun 18, 2025	$51.83	+5.78%	+$462 gain
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−39.5%	−$3,160 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, 2025Filed 25 days later

Member

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. DASH closed at $192.93 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$190.62	−1.20%	$96 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$181.85	−5.74%	$459 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$171.82	−10.9%	$875 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$220.58	+14.3%	$1,147 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−0.65%	$52 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, 2025Filed 25 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. DASH closed at $192.93 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$190.62	−1.20%	$96 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$181.85	−5.74%	$459 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$171.82	−10.9%	$875 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$220.58	+14.3%	$1,147 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−0.65%	$52 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, 2025Filed 25 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. EFX closed at $243.45 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$244.00	+0.23%	$18 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$224.32	−7.86%	$629 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$215.29	−11.6%	$925 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$253.39	+4.08%	$327 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$176.54	−27.5%	$2,199 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, 2025Filed 25 days later

Member

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. EFX closed at $243.45 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$244.00	+0.23%	$18 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$224.32	−7.86%	$629 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$215.29	−11.6%	$925 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$253.39	+4.08%	$327 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$176.54	−27.5%	$2,199 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, 2025Filed 25 days later

Member

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. FCNCA closed at $1,842.96 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$1,851.20	+0.45%	$36 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$1.00	−99.9%	$7,997 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$1.00	−99.9%	$7,997 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$1,845.31	+0.13%	$10 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+15.1%	$1,204 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.

Mar 20, 2025Filed 25 days later

Spouse

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. FCNCA closed at $1,842.96 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$1,851.20	+0.45%	$36 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$1.00	−99.9%	$7,997 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$1.00	−99.9%	$7,997 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$1,845.31	+0.13%	$10 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+15.1%	$1,204 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.

Mar 20, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. FI closed at $221.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$218.09	−1.67%	−$133 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$212.24	−4.31%	−$345 loss
30 days afterApr 21, 2025	Apr 21, 2025	$207.46	−6.46%	−$517 loss
90 days afterJun 18, 2025	Jun 18, 2025	$161.36	−27.2%	−$2,180 loss
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−72.4%	−$5,794 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. FI closed at $221.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$218.09	−1.67%	−$133 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$212.24	−4.31%	−$345 loss
30 days afterApr 21, 2025	Apr 21, 2025	$207.46	−6.46%	−$517 loss
90 days afterJun 18, 2025	Jun 18, 2025	$161.36	−27.2%	−$2,180 loss
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−72.4%	−$5,794 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, 2025Filed 25 days later

Member

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. IT closed at $418.77 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$430.38	+2.77%	$222 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$407.96	−2.58%	$207 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$392.47	−6.28%	$502 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$399.37	−4.63%	$371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.64	−47.6%	$3,805 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, 2025Filed 25 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. IT closed at $418.77 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$430.38	+2.77%	$222 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$407.96	−2.58%	$207 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$392.47	−6.28%	$502 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$399.37	−4.63%	$371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$219.64	−47.6%	$3,805 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, 2025Filed 25 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. GDDY closed at $180.69 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$180.33	−0.20%	$16 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$171.65	−5.00%	$400 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$165.21	−8.57%	$685 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$176.42	−2.36%	$189 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−39.8%	$3,183 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, 2025Filed 25 days later

Member

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. GDDY closed at $180.69 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$180.33	−0.20%	$16 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$171.65	−5.00%	$400 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$165.21	−8.57%	$685 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$176.42	−2.36%	$189 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−39.8%	$3,183 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, 2025Filed 25 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. JPM closed at $239.01 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$241.63	+1.10%	$88 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$234.72	−1.79%	$144 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$228.99	−4.19%	$335 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$273.96	+14.6%	$1,170 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+40.3%	$3,222 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.

Mar 20, 2025Filed 25 days later

Spouse

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. JPM closed at $239.01 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$241.63	+1.10%	$88 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$234.72	−1.79%	$144 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$228.99	−4.19%	$335 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$273.96	+14.6%	$1,170 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+40.3%	$3,222 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.

Mar 20, 2025Filed 25 days later

Spouse

MSCI Inc. Common StockMSCIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. MSCI closed at $565.99 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$562.56	−0.61%	$48 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$551.25	−2.60%	$208 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$533.48	−5.74%	$460 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$543.72	−3.93%	$315 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$591.69	+4.54%	$363 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.

Mar 20, 2025Filed 25 days later

Member

MSCI Inc. Common StockMSCIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. MSCI closed at $565.99 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$562.56	−0.61%	$48 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$551.25	−2.60%	$208 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$533.48	−5.74%	$460 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$543.72	−3.93%	$315 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$591.69	+4.54%	$363 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.

Mar 20, 2025Filed 25 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. NVO closed at $78.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$76.86	−2.45%	$196 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$66.06	−16.2%	$1,293 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$58.33	−26.0%	$2,078 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$74.01	−6.07%	$485 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−50.1%	$4,005 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, 2025Filed 25 days later

Spouse

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. NVO closed at $78.79 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$76.86	−2.45%	$196 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$66.06	−16.2%	$1,293 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$58.33	−26.0%	$2,078 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$74.01	−6.07%	$485 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−50.1%	$4,005 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. PYPL closed at $69.67 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$70.19	+0.75%	+$60 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$62.27	−10.6%	−$850 loss
30 days afterApr 21, 2025	Apr 21, 2025	$60.29	−13.5%	−$1,078 loss
90 days afterJun 18, 2025	Jun 18, 2025	$68.57	−1.58%	−$126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−18.0%	−$1,439 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. PYPL closed at $69.67 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$70.19	+0.75%	+$60 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$62.27	−10.6%	−$850 loss
30 days afterApr 21, 2025	Apr 21, 2025	$60.29	−13.5%	−$1,078 loss
90 days afterJun 18, 2025	Jun 18, 2025	$68.57	−1.58%	−$126 loss
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−18.0%	−$1,439 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. PGR closed at $274.62 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$272.86	−0.64%	−$51 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$278.56	+1.43%	+$115 gain
30 days afterApr 21, 2025	Apr 21, 2025	$257.41	−6.27%	−$501 loss
90 days afterJun 18, 2025	Jun 18, 2025	$260.33	−5.20%	−$416 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−19.2%	−$1,535 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. PGR closed at $274.62 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$272.86	−0.64%	−$51 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$278.56	+1.43%	+$115 gain
30 days afterApr 21, 2025	Apr 21, 2025	$257.41	−6.27%	−$501 loss
90 days afterJun 18, 2025	Jun 18, 2025	$260.33	−5.20%	−$416 loss
Latest closeOct 20, 2026	Oct 20, 2026	$221.93	−19.2%	−$1,535 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 6, 2025Filed 39 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 39 days after the trade. HOOD closed at $44.84 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$44.42	−0.94%	−$75 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	−1.56%	−$125 loss
30 days afterApr 7, 2025	Apr 7, 2025	$35.41	−21.0%	−$1,683 loss
90 days afterJun 4, 2025	Jun 4, 2025	$72.27	+61.2%	+$4,894 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+119.0%	+$9,523 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 6, 2025Filed 39 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 39 days after the trade. HOOD closed at $44.84 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$44.42	−0.94%	−$75 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	−1.56%	−$125 loss
30 days afterApr 7, 2025	Apr 7, 2025	$35.41	−21.0%	−$1,683 loss
90 days afterJun 4, 2025	Jun 4, 2025	$72.27	+61.2%	+$4,894 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+119.0%	+$9,523 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, 2025Filed 25 days later

Member

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. HOOD closed at $43.66 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$44.36	+1.60%	$128 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	+1.10%	$88 gain missed
30 days afterApr 21, 2025	Apr 21, 2025	$39.85	−8.73%	$698 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$78.35	+79.5%	$6,357 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+124.9%	$9,997 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.

Mar 20, 2025Filed 25 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. HOOD closed at $43.66 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$44.36	+1.60%	$128 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$44.14	+1.10%	$88 gain missed
30 days afterApr 21, 2025	Apr 21, 2025	$39.85	−8.73%	$698 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$78.35	+79.5%	$6,357 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	+124.9%	$9,997 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.

Mar 6, 2025Filed 39 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 Apr 7, 2025New

Disclosed 39 days after the trade. TTD closed at $64.98 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$64.91	−0.11%	−$9 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$48.64	−25.1%	−$2,012 loss
30 days afterApr 7, 2025	Apr 7, 2025	$46.34	−28.7%	−$2,295 loss
90 days afterJun 4, 2025	Jun 4, 2025	$76.05	+17.0%	+$1,363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−80.5%	−$6,443 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 6, 2025Filed 39 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 Apr 7, 2025New

Disclosed 39 days after the trade. TTD closed at $64.98 on Mar 6, 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 tradeMar 7, 2025	Mar 7, 2025	$64.91	−0.11%	−$9 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$48.64	−25.1%	−$2,012 loss
30 days afterApr 7, 2025	Apr 7, 2025	$46.34	−28.7%	−$2,295 loss
90 days afterJun 4, 2025	Jun 4, 2025	$76.05	+17.0%	+$1,363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.65	−80.5%	−$6,443 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, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. TW closed at $143.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$142.41	−0.41%	−$33 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$131.24	−8.22%	−$658 loss
30 days afterApr 21, 2025	Apr 21, 2025	$129.46	−9.47%	−$758 loss
90 days afterJun 18, 2025	Jun 18, 2025	$138.72	−2.99%	−$239 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−16.5%	−$1,322 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, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. TW closed at $143.00 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$142.41	−0.41%	−$33 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$131.24	−8.22%	−$658 loss
30 days afterApr 21, 2025	Apr 21, 2025	$129.46	−9.47%	−$758 loss
90 days afterJun 18, 2025	Jun 18, 2025	$138.72	−2.99%	−$239 loss
Latest closeOct 20, 2026	Oct 20, 2026	$119.37	−16.5%	−$1,322 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, 2025Filed 25 days later

Spouse

Veeva Systems Inc. Class A Common StockVEEVStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. VEEV closed at $235.85 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$236.77	+0.39%	$31 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$223.66	−5.17%	$414 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$210.08	−10.9%	$874 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$281.43	+19.3%	$1,546 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.67	+35.1%	$2,810 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.

Mar 20, 2025Filed 25 days later

Member

Veeva Systems Inc. Class A Common StockVEEVStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. VEEV closed at $235.85 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$236.77	+0.39%	$31 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$223.66	−5.17%	$414 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$210.08	−10.9%	$874 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$281.43	+19.3%	$1,546 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.67	+35.1%	$2,810 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.

Mar 20, 2025Filed 25 days later

Member

Vertex Pharmaceuticals Incorporated - Common StockVRTXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. VRTX closed at $510.18 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$503.20	−1.37%	$109 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$495.83	−2.81%	$225 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$477.52	−6.40%	$512 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$448.40	−12.1%	$969 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+0.88%	$70 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.

Mar 20, 2025Filed 25 days later

Spouse

Vertex Pharmaceuticals Incorporated - Common StockVRTXStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. VRTX closed at $510.18 on Mar 20, 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 tradeMar 21, 2025	Mar 21, 2025	$503.20	−1.37%	$109 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$495.83	−2.81%	$225 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$477.52	−6.40%	$512 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$448.40	−12.1%	$969 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+0.88%	$70 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.

Disclosed 40 days after the trade. DASH closed at $205.64 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$213.38	+3.76%	+$301 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$199.72	−2.88%	−$230 loss
30 days afterMar 17, 2025	Mar 17, 2025	$189.86	−7.67%	−$614 loss
90 days afterMay 14, 2025	May 14, 2025	$196.84	−4.28%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−6.79%	−$544 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.

FactSet Research Systems Inc. Common StockFDS

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 13, 2025Filed 40 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. FDS closed at $459.39 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$456.09	−0.72%	$57 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$439.40	−4.35%	$348 loss avoided
30 days afterMar 17, 2025	Mar 17, 2025	$439.65	−4.30%	$344 loss avoided
90 days afterMay 14, 2025	May 14, 2025	$459.87	+0.10%	$8 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	−32.0%	$2,562 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.

FactSet Research Systems Inc. Common StockFDS

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 13, 2025Filed 40 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. FDS closed at $459.39 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$456.09	−0.72%	$57 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$439.40	−4.35%	$348 loss avoided
30 days afterMar 17, 2025	Mar 17, 2025	$439.65	−4.30%	$344 loss avoided
90 days afterMay 14, 2025	May 14, 2025	$459.87	+0.10%	$8 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	−32.0%	$2,562 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: Feb 13, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. FTNT closed at $109.98 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$111.64	+1.51%	+$121 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$102.09	−7.17%	−$574 loss
30 days afterMar 17, 2025	Mar 17, 2025	$96.67	−12.1%	−$968 loss
90 days afterMay 14, 2025	May 14, 2025	$103.23	−6.14%	−$491 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+55.4%	+$4,434 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: Feb 13, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. FTNT closed at $109.98 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$111.64	+1.51%	+$121 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$102.09	−7.17%	−$574 loss
30 days afterMar 17, 2025	Mar 17, 2025	$96.67	−12.1%	−$968 loss
90 days afterMay 14, 2025	May 14, 2025	$103.23	−6.14%	−$491 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+55.4%	+$4,434 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.

Lockheed Martin Corporation Common StockLMT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 13, 2025Filed 40 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. LMT closed at $434.72 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$423.19	−2.65%	$212 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$442.07	+1.69%	$135 gain missed
30 days afterMar 17, 2025	Mar 17, 2025	$467.61	+7.57%	$605 gain missed
90 days afterMay 14, 2025	May 14, 2025	$449.18	+3.33%	$266 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+26.2%	$2,098 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.

Lockheed Martin Corporation Common StockLMT

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Feb 13, 2025Filed 40 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 5, 2025New

Disclosed 40 days after the trade. LMT closed at $434.72 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$423.19	−2.65%	$212 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$442.07	+1.69%	$135 gain missed
30 days afterMar 17, 2025	Mar 17, 2025	$467.61	+7.57%	$605 gain missed
90 days afterMay 14, 2025	May 14, 2025	$449.18	+3.33%	$266 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+26.2%	$2,098 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.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Feb 13, 2025Filed 40 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. DASH closed at $205.64 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$213.38	+3.76%	+$301 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$199.72	−2.88%	−$230 loss
30 days afterMar 17, 2025	Mar 17, 2025	$189.86	−7.67%	−$614 loss
90 days afterMay 14, 2025	May 14, 2025	$196.84	−4.28%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−6.79%	−$544 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 13, 2025Filed 40 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. DASH closed at $205.64 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$213.38	+3.76%	+$301 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$199.72	−2.88%	−$230 loss
30 days afterMar 17, 2025	Mar 17, 2025	$189.86	−7.67%	−$614 loss
90 days afterMay 14, 2025	May 14, 2025	$196.84	−4.28%	−$342 loss
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−6.79%	−$544 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 13, 2025Filed 40 days later

Member

FactSet Research Systems Inc. Common StockFDSStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. FDS closed at $459.39 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$456.09	−0.72%	$57 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$439.40	−4.35%	$348 loss avoided
30 days afterMar 17, 2025	Mar 17, 2025	$439.65	−4.30%	$344 loss avoided
90 days afterMay 14, 2025	May 14, 2025	$459.87	+0.10%	$8 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	−32.0%	$2,562 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.

Feb 13, 2025Filed 40 days later

Spouse

FactSet Research Systems Inc. Common StockFDSStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. FDS closed at $459.39 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$456.09	−0.72%	$57 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$439.40	−4.35%	$348 loss avoided
30 days afterMar 17, 2025	Mar 17, 2025	$439.65	−4.30%	$344 loss avoided
90 days afterMay 14, 2025	May 14, 2025	$459.87	+0.10%	$8 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	−32.0%	$2,562 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.

Feb 13, 2025Filed 40 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. FTNT closed at $109.98 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$111.64	+1.51%	+$121 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$102.09	−7.17%	−$574 loss
30 days afterMar 17, 2025	Mar 17, 2025	$96.67	−12.1%	−$968 loss
90 days afterMay 14, 2025	May 14, 2025	$103.23	−6.14%	−$491 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+55.4%	+$4,434 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 13, 2025Filed 40 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. FTNT closed at $109.98 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$111.64	+1.51%	+$121 gain
Day of disclosureMar 25, 2025	Mar 25, 2025	$102.09	−7.17%	−$574 loss
30 days afterMar 17, 2025	Mar 17, 2025	$96.67	−12.1%	−$968 loss
90 days afterMay 14, 2025	May 14, 2025	$103.23	−6.14%	−$491 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+55.4%	+$4,434 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 13, 2025Filed 40 days later

Member

Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. LMT closed at $434.72 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$423.19	−2.65%	$212 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$442.07	+1.69%	$135 gain missed
30 days afterMar 17, 2025	Mar 17, 2025	$467.61	+7.57%	$605 gain missed
90 days afterMay 14, 2025	May 14, 2025	$449.18	+3.33%	$266 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+26.2%	$2,098 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 13, 2025Filed 40 days later

Spouse

Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Mar 5, 2025New

Disclosed 40 days after the trade. LMT closed at $434.72 on Feb 13, 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 tradeFeb 14, 2025	Feb 14, 2025	$423.19	−2.65%	$212 loss avoided
Day of disclosureMar 25, 2025	Mar 25, 2025	$442.07	+1.69%	$135 gain missed
30 days afterMar 17, 2025	Mar 17, 2025	$467.61	+7.57%	$605 gain missed
90 days afterMay 14, 2025	May 14, 2025	$449.18	+3.33%	$266 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+26.2%	$2,098 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.

Disclosed 20 days after the trade. FCNCA closed at $2,231.14 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$2,218.11	−0.58%	−$47 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−3.43%	−$275 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$2,117.11	−5.11%	−$409 loss
90 days afterApr 21, 2025	Apr 21, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−4.96%	−$397 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.

First Citizens BancShares, Inc. - Class A Common StockFCNCA

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. FCNCA closed at $2,156.01 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$2,188.94	+1.53%	+$122 gain
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−0.07%	−$5 loss
30 days afterFeb 18, 2025	Feb 18, 2025	$2,165.51	+0.44%	+$35 gain
90 days afterApr 16, 2025	Apr 16, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−1.65%	−$132 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.

GoDaddy Inc. Class A Common StockGDDY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. GDDY closed at $200.85 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$200.91	+0.03%	+$2 gain
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+5.34%	+$427 gain
30 days afterFeb 18, 2025	Feb 18, 2025	$181.08	−9.84%	−$788 loss
90 days afterApr 16, 2025	Apr 16, 2025	$172.20	−14.3%	−$1,141 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−45.8%	−$3,667 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.

GoDaddy Inc. Class A Common StockGDDY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. GDDY closed at $200.85 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$200.91	+0.03%	+$2 gain
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+5.34%	+$427 gain
30 days afterFeb 18, 2025	Feb 18, 2025	$181.08	−9.84%	−$788 loss
90 days afterApr 16, 2025	Apr 16, 2025	$172.20	−14.3%	−$1,141 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−45.8%	−$3,667 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.

GoDaddy Inc. Class A Common StockGDDY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 21, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 30, 2025New

Disclosed 20 days after the trade. GDDY closed at $205.59 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$204.30	−0.63%	−$50 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+2.91%	+$233 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$176.57	−14.1%	−$1,129 loss
90 days afterApr 21, 2025	Apr 21, 2025	$165.21	−19.6%	−$1,571 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−47.1%	−$3,767 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.

GoDaddy Inc. Class A Common StockGDDY

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 21, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 20 days after the trade. GDDY closed at $205.59 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$204.30	−0.63%	−$50 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+2.91%	+$233 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$176.57	−14.1%	−$1,129 loss
90 days afterApr 21, 2025	Apr 21, 2025	$165.21	−19.6%	−$1,571 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−47.1%	−$3,767 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.

Merck & Company, Inc. Common StockMRK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. MRK closed at $100.70 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$97.92	−2.76%	$221 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$86.40	−14.2%	$1,136 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$83.29	−17.3%	$1,383 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$76.46	−24.1%	$1,926 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+47.3%	$3,782 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.

Merck & Company, Inc. Common StockMRK

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. MRK closed at $100.70 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$97.92	−2.76%	$221 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$86.40	−14.2%	$1,136 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$83.29	−17.3%	$1,383 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$76.46	−24.1%	$1,926 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+47.3%	$3,782 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.

RLI Corp. Common StockRLI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. RLI closed at $77.83 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$77.63	−0.26%	$21 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.76%	$221 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$75.10	−3.51%	$281 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$77.36	−0.60%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.4%	$1,554 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.

RLI Corp. Common StockRLI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 21, 2025Filed 20 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 30, 2025New

Disclosed 20 days after the trade. RLI closed at $77.97 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$78.07	+0.13%	$10 gain missed
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.94%	$235 loss avoided
30 days afterFeb 20, 2025	Feb 20, 2025	$74.68	−4.22%	$338 loss avoided
90 days afterApr 21, 2025	Apr 21, 2025	$75.42	−3.27%	$262 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.6%	$1,566 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.

RLI Corp. Common StockRLI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. RLI closed at $77.83 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$77.63	−0.26%	$21 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.76%	$221 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$75.10	−3.51%	$281 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$77.36	−0.60%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.4%	$1,554 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.

RLI Corp. Common StockRLI

Stocks (including ADRs) [ST]

Held in: Moran Wealth IRA

Transaction date: Jan 16, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 30, 2025New

Disclosed 25 days after the trade. RLI closed at $77.83 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$77.63	−0.26%	$21 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.76%	$221 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$75.10	−3.51%	$281 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$77.36	−0.60%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.4%	$1,554 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 21, 2025Filed 20 days later

Member

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 20 days after the trade. FCNCA closed at $2,231.14 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$2,218.11	−0.58%	−$47 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−3.43%	−$275 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$2,117.11	−5.11%	−$409 loss
90 days afterApr 21, 2025	Apr 21, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−4.96%	−$397 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.

Jan 21, 2025Filed 20 days later

Spouse

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 20 days after the trade. FCNCA closed at $2,231.14 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$2,218.11	−0.58%	−$47 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−3.43%	−$275 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$2,117.11	−5.11%	−$409 loss
90 days afterApr 21, 2025	Apr 21, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−4.96%	−$397 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.

Jan 16, 2025Filed 25 days later

Member

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. FCNCA closed at $2,156.01 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$2,188.94	+1.53%	+$122 gain
Day of disclosureFeb 10, 2025	Feb 10, 2025	$2,154.57	−0.07%	−$5 loss
30 days afterFeb 18, 2025	Feb 18, 2025	$2,165.51	+0.44%	+$35 gain
90 days afterApr 16, 2025	Apr 16, 2025	$1.00	−100.0%	−$7,997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−1.65%	−$132 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.

Jan 16, 2025Filed 25 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. GDDY closed at $200.85 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$200.91	+0.03%	+$2 gain
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+5.34%	+$427 gain
30 days afterFeb 18, 2025	Feb 18, 2025	$181.08	−9.84%	−$788 loss
90 days afterApr 16, 2025	Apr 16, 2025	$172.20	−14.3%	−$1,141 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−45.8%	−$3,667 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.

Jan 16, 2025Filed 25 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. GDDY closed at $200.85 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$200.91	+0.03%	+$2 gain
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+5.34%	+$427 gain
30 days afterFeb 18, 2025	Feb 18, 2025	$181.08	−9.84%	−$788 loss
90 days afterApr 16, 2025	Apr 16, 2025	$172.20	−14.3%	−$1,141 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−45.8%	−$3,667 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.

Jan 21, 2025Filed 20 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 20 days after the trade. GDDY closed at $205.59 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$204.30	−0.63%	−$50 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+2.91%	+$233 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$176.57	−14.1%	−$1,129 loss
90 days afterApr 21, 2025	Apr 21, 2025	$165.21	−19.6%	−$1,571 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−47.1%	−$3,767 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.

Jan 21, 2025Filed 20 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 20 days after the trade. GDDY closed at $205.59 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$204.30	−0.63%	−$50 loss
Day of disclosureFeb 10, 2025	Feb 10, 2025	$211.57	+2.91%	+$233 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$176.57	−14.1%	−$1,129 loss
90 days afterApr 21, 2025	Apr 21, 2025	$165.21	−19.6%	−$1,571 loss
Latest closeOct 20, 2026	Oct 20, 2026	$108.80	−47.1%	−$3,767 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.

Jan 16, 2025Filed 25 days later

Member

Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. MRK closed at $100.70 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$97.92	−2.76%	$221 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$86.40	−14.2%	$1,136 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$83.29	−17.3%	$1,383 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$76.46	−24.1%	$1,926 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+47.3%	$3,782 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 16, 2025Filed 25 days later

Spouse

Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. MRK closed at $100.70 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$97.92	−2.76%	$221 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$86.40	−14.2%	$1,136 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$83.29	−17.3%	$1,383 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$76.46	−24.1%	$1,926 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+47.3%	$3,782 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 16, 2025Filed 25 days later

Spouse

RLI Corp. Common StockRLIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. RLI closed at $77.83 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$77.63	−0.26%	$21 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.76%	$221 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$75.10	−3.51%	$281 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$77.36	−0.60%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.4%	$1,554 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 21, 2025Filed 20 days later

Spouse

RLI Corp. Common StockRLIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 20 days after the trade. RLI closed at $77.97 on Jan 21, 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 tradeJan 22, 2025	Jan 22, 2025	$78.07	+0.13%	$10 gain missed
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.94%	$235 loss avoided
30 days afterFeb 20, 2025	Feb 20, 2025	$74.68	−4.22%	$338 loss avoided
90 days afterApr 21, 2025	Apr 21, 2025	$75.42	−3.27%	$262 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.6%	$1,566 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 16, 2025Filed 25 days later

Member

RLI Corp. Common StockRLIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Partial sale

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. RLI closed at $77.83 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$77.63	−0.26%	$21 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.76%	$221 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$75.10	−3.51%	$281 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$77.36	−0.60%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.4%	$1,554 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 16, 2025Filed 25 days later

Member

RLI Corp. Common StockRLIStocks (including ADRs) [ST]Held in: Moran Wealth IRA

Sale

$1,001 - $15,000

Notified Jan 30, 2025New

Disclosed 25 days after the trade. RLI closed at $77.83 on Jan 16, 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 tradeJan 17, 2025	Jan 17, 2025	$77.63	−0.26%	$21 loss avoided
Day of disclosureFeb 10, 2025	Feb 10, 2025	$75.68	−2.76%	$221 loss avoided
30 days afterFeb 18, 2025	Feb 18, 2025	$75.10	−3.51%	$281 loss avoided
90 days afterApr 16, 2025	Apr 16, 2025	$77.36	−0.60%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$62.71	−19.4%	$1,554 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.