Official filing metadata
- Filer (as printed)
- Hon. Byron Donalds
- Office (as printed)
- FL19
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 14, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 50
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 503
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 50
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Moran Wealth IRA | ABT | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Moran Wealth IRA | ABT | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Moran Wealth IRA | AMZN | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Moran Wealth IRA | AMZN | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Moran Wealth IRA | ANET | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Moran Wealth IRA | ANET | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Autodesk, Inc. - Common Stock (ADSK) [ST] filing_status: New | subholding_of: Moran Wealth IRA | ADSK | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | ADSK0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Autodesk, Inc. - Common Stock (ADSK) [ST] filing_status: New | subholding_of: Moran Wealth IRA | ADSK | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | ADSK0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | AVGO | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | AVGO | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | BRO | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | BRO | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Chemed Corp (CHE) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CHE | S | 03/06/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | CHE0.98 | SellSell | Spouse | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Chemed Corp (CHE) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CHE | S | 03/06/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | CHE0.98 | SellSell | Self | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CMG | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | CMG0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CMG | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | CMG0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | DoorDash, Inc. - Common Stock (DASH) [ST] filing_status: New | subholding_of: Moran Wealth IRA | DASH | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | DASH0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | DoorDash, Inc. - Common Stock (DASH) [ST] filing_status: New | subholding_of: Moran Wealth IRA | DASH | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | DASH0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Equifax, Inc. Common Stock (EFX) [ST] filing_status: New | subholding_of: Moran Wealth IRA | EFX | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | EFX0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Equifax, Inc. Common Stock (EFX) [ST] filing_status: New | subholding_of: Moran Wealth IRA | EFX | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | EFX0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] filing_status: New | subholding_of: Moran Wealth IRA | FCNCA | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | FCNCA0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] filing_status: New | subholding_of: Moran Wealth IRA | FCNCA | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | FCNCA0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Moran Wealth IRA | FI | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 24 | SP | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Moran Wealth IRA | FI | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 25 | — | Gartner, Inc. Common Stock (IT) [ST] filing_status: New | subholding_of: Moran Wealth IRA | IT | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | IT0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Gartner, Inc. Common Stock (IT) [ST] filing_status: New | subholding_of: Moran Wealth IRA | IT | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | IT0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | GoDaddy Inc. Class A Common Stock (GDDY) [ST] filing_status: New | subholding_of: Moran Wealth IRA | GDDY | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | GDDY0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | GoDaddy Inc. Class A Common Stock (GDDY) [ST] filing_status: New | subholding_of: Moran Wealth IRA | GDDY | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | GDDY0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Moran Wealth IRA | JPM | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Moran Wealth IRA | JPM | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | MSCI Inc. Common Stock (MSCI) [ST] filing_status: New | subholding_of: Moran Wealth IRA | MSCI | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | MSCI Inc. Common Stock (MSCI) [ST] filing_status: New | subholding_of: Moran Wealth IRA | MSCI | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | Novo Nordisk A/S Common Stock (NVO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | NVO | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | NVO0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | Novo Nordisk A/S Common Stock (NVO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | NVO | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | NVO0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PYPL | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PYPL | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PGR | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PGR | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | HOOD | P | 03/06/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | BuyBuy | Spouse | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | HOOD | P | 03/06/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | BuyBuy | Self | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | HOOD | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | HOOD | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TTD | P | 03/06/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | BuyBuy | Self | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TTD | P | 03/06/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | BuyBuy | Spouse | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TW | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | TW0.98 | BuyBuy | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TW | P | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | TW0.98 | BuyBuy | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | Veeva Systems Inc. Class A Common Stock (VEEV) [ST] filing_status: New | subholding_of: Moran Wealth IRA | VEEV | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | VEEV0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | — | Veeva Systems Inc. Class A Common Stock (VEEV) [ST] filing_status: New | subholding_of: Moran Wealth IRA | VEEV | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | VEEV0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New | subholding_of: Moran Wealth IRA | VRTX | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | VRTX0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New | subholding_of: Moran Wealth IRA | VRTX | S | 03/20/2025 | 04/07/2025 | $1,001 - $15,000 | 1.00 | VRTX0.98 | SellSell | Spouse | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |