Official filing metadata
- Filer (as printed)
- Hon. Byron Donalds
- Office (as printed)
- FL19
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 18, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 19
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 507
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 · 19
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 | — | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | BRO | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | BRO | P | 10/24/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | BuyBuy | Self | Oct 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Moran Wealth IRA | BRO | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Carnival Corporation Common Stock (CCL) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CCL | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | CCL0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Carnival Corporation Common Stock (CCL) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CCL | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | CCL0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CMG | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | CMG0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New | subholding_of: Moran Wealth IRA | CMG | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | CMG0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Fortinet, Inc. - Common Stock (FTNT) [ST] filing_status: New | subholding_of: Moran Wealth IRA | FTNT | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | FTNT0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Fortinet, Inc. - Common Stock (FTNT) [ST] filing_status: New | subholding_of: Moran Wealth IRA | FTNT | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | FTNT0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Howmet Aerospace Inc. Common Stock (HWM) [ST] filing_status: New | subholding_of: Moran Wealth IRA | HWM | S (partial) | 10/23/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | HWM0.98 | PartialPartial sale | Self | Oct 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Howmet Aerospace Inc. Common Stock (HWM) [ST] filing_status: New | subholding_of: Moran Wealth IRA | HWM | S (partial) | 10/23/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | HWM0.98 | PartialPartial sale | Spouse | Oct 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PGR | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PGR | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Moran Wealth IRA | PGR | P | 10/24/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Oct 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TTD | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TTD | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TW | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | TW0.98 | BuyBuy | Spouse | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] filing_status: New | subholding_of: Moran Wealth IRA | TW | P | 10/09/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | TW0.98 | BuyBuy | Self | Oct 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Visa Inc. (V) [ST] filing_status: New | subholding_of: Moran Wealth IRA | V | P | 10/24/2025 | 11/01/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Oct 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |