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Jerry Moran - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Jerry Moran

KS

Filed May 15, 2025

View Original Document

Transactions

70

Assets

87

Liabilities

0

Details

Report Title: Annual Report for Calendar 2024
Submission Method: Electronic

Transactions

70 transactions

BRK.BBerkshire Hathaway Cl B

PurchaseStocks (including ADRs)

December 16, 2024Self

$1K - $15K

CGDVCapital Group Dividend Value ETF

Sale (Partial)

Assets

87 assets

AMRFX - American Mutual Fund Class F-2 Shares

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

AMRFX - American Mutual Fund Class F-2 Shares (in RIRA)

Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

DFEVDimensional Emerging Markets Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

VYMIVanguard International High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

DXJWisdomTree Japan Hedged Equity Fund

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

CGDGCapital Group Dividend Growers ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

CGDVCapital Group Dividend Value ETF

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

CGXUCapital Intl Focus Equity ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

DUHPDimensional ETF Trust Dimensional US High Profitab

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

ICAFXThe Investment Company of America Class F-2 Shs

Sale (Partial)Mutual Funds

December 16, 2024Spouse

$1K - $15K

DBLSXDoubleline Low Duration Bond Fund Class I

Sale (Partial)Mutual Funds

December 16, 2024Spouse

n/a

$1K - $15K

DISVXDfa International Small Cap Value Portfolio

PurchaseMutual Funds

December 16, 2024Spouse

$1K - $15K

DFSVXDfa U.S. Small Cap Value Portfolio

Sale (Full)Mutual Funds

December 16, 2024Spouse

$1K - $15K

DBLSXDoubleline Low Duration Bond Fund Class I

Sale (Partial)Mutual Funds

December 16, 2024Spouse

$1K - $15K

CGDGCapital Group Dividend Growers ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$15K - $50K

VGSHVanguard Short-Term Treasury ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

DXJWisdomTree Japan Hedged Equity Fund

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

VYMVanguard High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

VYMIVanguard International High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

DXJWisdomTree Japan Hedged Equity Fund

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

DFSVDimensional US Small Cap Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

DFIVDimensional International Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

VYMVanguard High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

VYMIVanguard International High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

ICAFXThe Investment Company of America Class F-2 Shs

Sale (Partial)Mutual Funds

December 16, 2024Self

$1K - $15K

DISVXDfa International Small Cap Value Portfolio

PurchaseMutual Funds

December 16, 2024Self

$15K - $50K

DFSVXDfa U.S. Small Cap Value Portfolio

Sale (Full)Mutual Funds

December 16, 2024Self

$15K - $50K

AMRFXAmerican Mutual Fund Class F-2 Shares

PurchaseMutual Funds

December 16, 2024Self

$1K - $15K

DFSVXDfa U.S. Small Cap Value Portfolio

Sale (Full)Mutual Funds

December 16, 2024Self

$1K - $15K

DBLSXDoubleline Low Duration Bond Fund Class I

Sale (Partial)Mutual Funds

December 16, 2024Self

$1K - $15K

DBLSXDoubleline Low Duration Bond Fund Class I

Sale (Partial)Mutual Funds

December 16, 2024Spouse

$1K - $15K

AMRFXAmerican Mutual Fund Class F-2 Shares

PurchaseMutual Funds

December 16, 2024Spouse

$1K - $15K

CGXUCapital Intl Focus Equity ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$15K - $50K

DFSVDimensional US Small Cap Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

DFIVDimensional International Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

CGDGCapital Group Dividend Growers ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

CGDVCapital Group Dividend Value ETF

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

CGXUCapital Intl Focus Equity ETF

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

DUHPDimensional ETF Trust Dimensional US High Profitab

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Spouse

$1K - $15K

AMRFXAmerican Mutual Fund Class F-2 Shares

PurchaseMutual Funds

December 16, 2024Self

$15K - $50K

DBLSXDoubleline Low Duration Bond Fund Class I

Sale (Partial)Mutual Funds

December 16, 2024Self

$1K - $15K

ICAFXThe Investment Company of America Class F-2 Shs

Sale (Partial)Mutual Funds

December 16, 2024Self

$1K - $15K

DISVXDfa International Small Cap Value Portfolio

PurchaseMutual Funds

December 16, 2024Self

$1K - $15K

AMRFXAmerican Mutual Fund Class F-2 Shares

PurchaseMutual Funds

December 16, 2024Spouse

$1K - $15K

ICAFXThe Investment Company of America Class F-2 Shs

Sale (Partial)Mutual Funds

December 16, 2024Spouse

$1K - $15K

DISVXDfa International Small Cap Value Portfolio

PurchaseMutual Funds

December 16, 2024Spouse

$1K - $15K

DFSVXDfa U.S. Small Cap Value Portfolio

Sale (Full)Mutual Funds

December 16, 2024Spouse

$1K - $15K

DUHPDimensional ETF Trust Dimensional US High Profitab

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$15K - $50K

DFSVDimensional US Small Cap Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$15K - $50K

DFIVDimensional International Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$15K - $50K

VYMVanguard High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$15K - $50K

CGDGCapital Group Dividend Growers ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

CGDVCapital Group Dividend Value ETF

Sale (Partial)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

CGXUCapital Intl Focus Equity ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

DUHPDimensional ETF Trust Dimensional US High Profitab

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

DFSVDimensional US Small Cap Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

DFIVDimensional International Value ETF

PurchaseExchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

VYMVanguard High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

December 16, 2024Self

$1K - $15K

VGSHVanguard Short-Term Treasury ETF

PurchaseExchange Traded Funds (ETF)

July 30, 2024Spouse

$1K - $15K

CGDVCapital Group Dividend Value ETF

Sale (Partial)Exchange Traded Funds (ETF)

July 30, 2024Self

$1K - $15K

VGSHVanguard Short-Term Treasury ETF

PurchaseExchange Traded Funds (ETF)

July 30, 2024Self

$1K - $15K

DXJWisdomTree Japan Hedged Equity Fund

Sale (Partial)Exchange Traded Funds (ETF)

July 30, 2024Self

$1K - $15K

VYMIVanguard International High Dividend Yield ETF

Sale (Full)Exchange Traded Funds (ETF)

July 30, 2024Self

$1K - $15K

BRK.BBerkshire Hathaway Cl B

Sale (Partial)Stocks (including ADRs)

July 29, 2024Spouse

$1K - $15K

BRK.BBerkshire Hathaway Cl B

Sale (Partial)Stocks (including ADRs)

July 29, 2024Spouse

$1K - $15K

BRK.BBerkshire Hathaway Cl B

Sale (Partial)Stocks (including ADRs)

July 29, 2024Self

$1K - $15K

DBLSXDoubleline Low Duration Bond Fund Class I

PurchaseMutual Funds

July 29, 2024Spouse

$1K - $15K

DBLSXDoubleline Low Duration Bond Fund Class I

PurchaseMutual Funds

July 29, 2024Self

$1K - $15K

ICAFXThe Investment Company of America Class F-2 Shs

Sale (Partial)Mutual Funds

July 29, 2024Self

$1K - $15K

BRK.BBerkshire Hathaway Cl B

Sale (Partial)Stocks (including ADRs)

July 29, 2024Self

$15K - $50K

Mutual Funds

SelfIncome: None($0 - $200)

Value

$1K - $15K

AMRFX - American Mutual Fund Class F-2 Shares (Spouse IRA)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Astra Bank (Money Market Account)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($201 - $1K)

Value

$50K - $100K

AVT - Avnet, Inc. - Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$1K - $15K

BA - Boeing Company (Joint)

Stocks (including ADRs)

JointIncome: None($0 - $200)

Value

$15K - $50K

Bank of Hays (Checking)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$15K - $50K

Bank of Hays (Checking)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1K - $15K

Bank of Hays (Money Market Account)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($201 - $1K)

Value

$1K - $15K

Bank of Hays (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1K - $15K

BRK.B - Berkshire Hathaway Cl B

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$50K - $100K

BRK.B - Berkshire Hathaway Cl B (in RIRA)

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

BRK.B - Berkshire Hathaway Cl B (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

CGDG - Capital Group Dividend Growers ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

CGDG - Capital Group Dividend Growers ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

CGDG - Capital Group Dividend Growers ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$1K - $15K

CGDV - Capital Group Dividend Value ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

CGDV - Capital Group Dividend Value ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

CGDV - Capital Group Dividend Value ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$1K - $15K

CGXU - Capital Group International Focus Equity ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

CGXU - Capital Group International Focus Equity ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

CGXU - Capital Intl Focus Equity ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$0 - $1K

CVX - Chevron Corporation Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

DBLSX - Doubleline Low Duration Bond Fund Class I

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

DBLSX - Doubleline Low Duration Bond Fund Class I (in RIRA)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$1K - $15K

DBLSX - Doubleline Low Duration Bond Fund Class I (Spouse IRA)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$1K - $15K

DFAT - Dimensional U.S. Targeted Value ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

DFAT - Dimensional U.S. Targeted Value ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

DFAT - Dimensional U.S. Targeted Value ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

DFEV - Dimensional Emerging Markets Value ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

DFEV - Dimensional Emerging Markets Value ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

DFEV - Dimensional Emerging Markets Value ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

DFIV - Dimensional International Value ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$50K - $100K

DFIV - Dimensional International Value ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

DFIV - Dimensional International Value ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

DFSV - Dimensional US Small Cap Value ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

DFSV - Dimensional US Small Cap Value ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

DFSV - Dimensional US Small Cap Value ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

DFSVX - Dfa U.S. Small Cap Value Portfolio

Mutual Funds

SelfIncome: None($0 - $200)

Value

$0 - $1K

DFSVX - Dfa U.S. Small Cap Value Portfolio (in RIRA)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$0 - $1K

DFSVX - Dfa U.S. Small Cap Value Portfolio (Spouse RIRA)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$0 - $1K

DISVX - Dfa International Small Cap Value Portfolio

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

DISVX - Dfa International Small Cap Value Portfolio (in RIRA)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$1K - $15K

DISVX - Dfa International Small Cap Value Portfolio (Spouse IRA)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$1K - $15K

DUHP - Dimensional ETF Trust Dimensional US High Profitab

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

DUHP - Dimensional ETF Trust Dimensional US High Profitab (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

DUHP - Dimensional ETF Trust Dimensional US High Profitab (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$0 - $1K

DXJ - WisdomTree Japan Hedged Equity Fund

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

DXJ - WisdomTree Japan Hedged Equity Fund (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

DXJ - WisdomTree Japan Hedged Equity Fund (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

FRSXX - FIMM Treasury Only Port

Mutual Funds

SelfIncome: None($0 - $200)

Value

$100K - $250K

FRSXX - FIMM Treasury Only Port (in RIRA)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

FRSXX - FIMM Treasury Only Port (Spouse IRA)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15K - $50K

HAL - Halliburton Company Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1K)

Value

$1K - $15K

Hanston Insurance Agency (Hanston Insurance Agency)

Stock (Not Publicly Traded)

SelfIncome: Dividends($5K - $15K)

Value

$250K - $500K

ICAFX - The Investment Company of America Class F-2 Shs

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

ICAFX - The Investment Company of America Class F-2 Shs (in RIRA)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$1K - $15K

ICAFX - The Investment Company of America Class F-2 Shs (Spouse IRA)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Landmark Bank (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1K - $15K

Mainstar Trust (IRA Cash Accounts)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($0 - $200)

Value

$500K - $1M

(Multiple funds/tickers listed under Spouse RIRA and RIRA) - examples include BRK.B, CGDG, CGDV, DFIV, DFAT, DFEV, DFSV, VGSH, DXJ, CGXU, DUHP, VYM, VYMI, DFSVX, AMRFX, ICAFX, DISVX, DBLSX, FRSXX (values mostly $1,001 - $15,000 or $15,001 - $50,000 as listed)

Other

Spouse

Value

Not disclosed

OXY - Occidental Petroleum Corporation Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$1K - $15K

PG - Procter & Gamble Company Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1K)

Value

$15K - $50K

Raymond James Deposit Program (in RIRA)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$0 - $1K

Raymond James Deposit Program (Joint)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1K - $15K

Raymond James Deposit Program (Money Market Account)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1K - $15K

Raymond James Deposit Program (Spouse IRA)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Raymond James IRA (Retirement Plans - IRA)

IRA

Self

Value

Not disclosed

Raymond James IRA (Spouse)

IRA

Spouse

Value

Not disclosed

Raymond James Joint (Brokerage/Managed Account)

Brokerage Accounts

Joint

Value

Not disclosed

Raymond James RIRA (Retirement Plans - IRA)

IRA

Self

Value

Not disclosed

Raymond James RIRA (Spouse)

IRA

Spouse

Value

Not disclosed

SLB - Schlumberger N.V. Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1K)

Value

$1K - $15K

TMUS - T-Mobile US, Inc. - Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$1K - $15K

TRPXX - Invesco Treasury Portfolio Institutional Class (Joint)

Mutual Funds

JointIncome: Dividends($2.5K - $5K)

Value

$50K - $100K

VGSH - Vanguard Short-Term Treasury ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$50K - $100K

VGSH - Vanguard Short-Term Treasury ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

VGSH - Vanguard Short-Term Treasury ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

VVI - Viad Corp Common Stock (Joint)

Stocks (including ADRs)

JointIncome: None($0 - $200)

Value

$1K - $15K

VYMI - Vanguard International High Dividend Yield ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

VYMI - Vanguard International High Dividend Yield ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

VYMI - Vanguard International High Dividend Yield ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$0 - $1K

VYM - Vanguard High Dividend Yield ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

VYM - Vanguard High Dividend Yield ETF (in RIRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$0 - $1K

VYM - Vanguard High Dividend Yield ETF (Spouse IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$0 - $1K

WMB - Williams Companies, Inc. Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$1K - $15K

XOM - Exxon Mobil Corporation Common Stock (Joint)

Stocks (including ADRs)

JointIncome: Dividends($5K - $15K)

Value

$100K - $250K