Byron Donalds Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 13, 2025. Includes 68 assets and 1 liabilities.

Year:

2024

Est. Net Worth

$4.3M

2024 annual disclosure

Total Assets

$1.6M - $7M

68 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

372

From PTR filings

Trade Volume

$3.1M

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$3.8M (3)

Stocks$344K (44)

Retirement & Pension$228K (21)

Top Stock Holdings (from trades)

The Trade Desk, Inc.TTD

$96K

Grayscale Bitcoin Mini Trust ETFBTC

$75K

Brown & Brown, Inc.BRO

$72K

Fortinet, Inc.FTNT

$64K

Chipotle Mexican Grill, Inc.CMG

$64K

The Progressive CorporationPGR

$56K

PayPal Holdings, Inc.PYPL

All Assets (68)

Asset	Type	Owner	Value	Income
Inspira Financial IRA	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred
FRS 2045 Retirement Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Cadence Design Systems, Inc.(CDNS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Cadence Design Systems, Inc.(CDNS)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Cash	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Cash	Retirement & Pension	Spouse	$1 - $1,000	Tax-Deferred
Moran Wealth IRA ⇒ Chemed Corp(CHE)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Chemed Corp(CHE)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Deckers Outdoor Corporation(DECK)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Deckers Outdoor Corporation(DECK)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Equifax, Inc. Common Stock(EFX)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Equifax, Inc. Common Stock(EFX)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ FactSet Research Systems Inc.(FDS)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ FactSet Research Systems Inc.(FDS)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Gartner, Inc. Common Stock(IT)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Gartner, Inc. Common Stock(IT)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Howmet Aerospace Inc.(HWM)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Howmet Aerospace Inc.(HWM)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Intuit Inc.(INTU)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA ⇒ Intuit Inc.(INTU)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
JP Morgan Chase & Co. Common Stock(JPM)	Stocks	Self	N/A	None
Moran Wealth IRA - JP Morgan Chase & Co. Common Stock(JPM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Lockheed Martin Corporation(LMT)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Lockheed Martin Corporation(LMT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Mastercard Incorporated(MA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Mastercard Incorporated(MA)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - McKesson Corporation Common Stock(MCK)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - McKesson Corporation Common Stock(MCK)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Merck & Company, Inc. Common Stock(MRK)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Merck & Company, Inc. Common Stock(MRK)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Microsoft Corporation - Common Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Microsoft Corporation - Common Stock(MSFT)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Moran Wealth IRA - Molina Healthcare Inc(MOH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Molina Healthcare Inc(MOH)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Monolithic Power Systems, Inc.(MPWR)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Monolithic Power Systems, Inc.(MPWR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
MSCI Inc. Common Stock(MSCI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
MSCI Inc. Common Stock(MSCI)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Novo Nordisk A/S(NVO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Novo Nordisk A/S(NVO)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Nu Holdings Ltd. Class A Ordinary Shares(NU)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Nu Holdings Ltd. Class A Ordinary Shares(NU)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Parker-Hannifin Corporation(PH)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Parker-Hannifin Corporation(PH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Regeneron Pharmaceuticals, Inc.(REGN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Regeneron Pharmaceuticals, Inc.(REGN)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
RLI Corp. Common Stock(RLI)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
RLI Corp. Common Stock(RLI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Trane Technologies plc(TT)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Trane Technologies plc(TT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Veeva Systems Inc. Class A(VEEV)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Veeva Systems Inc. Class A(VEEV)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Vertex Pharmaceuticals Incorporated(VRTX)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Vertex Pharmaceuticals Incorporated(VRTX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Zoetis Inc. Class A(ZTS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Zoetis Inc. Class A(ZTS)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Optima Management Services, LLC Naples, FL, US	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
OptimaEd, LLC Naples, FL, US	LLC / Partnership	Spouse	$500,001 - $1,000,000	None
Moran Wealth IRA	Retirement & Pension	Self	N/A	None
Florida Retirement System (ED)	Retirement & Pension	Spouse	N/A	None
Moran Wealth IRA	Retirement & Pension	Spouse	N/A	None
Onesto, LLC (100% Interest) US	LLC / Partnership	Spouse	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Chase Bank	credit card	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$544K

Industrials$304K

Technology$729K

Financial Services$691K

Basic Materials$104K

Consumer Cyclical$296K

Communication Services$96K

Transportation & Utilities$8K

Consumer Defensive$40K

Services$48K

Energy$16K

Real Estate$8K

Insurance$8K

Retail Trade$16K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).