Jerry Moran
Jerry Moran Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2009, filed May 15, 2009. Includes 19 assets.
Est. Net Worth
$696K
2009 annual disclosure
Total Assets
$347K - $1M
19 assets
Total Liabilities
$0
0 liabilities
Total Trades
145
From PTR filings
Trade Volume
$1.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $934K |
| 2009 | $696K |
| 2010 | $611K |
| 2023 | $1.9M |
| 2024 | $2.9M |
| 2025 | $3M |
Assets by Category
Mutual Funds$266K (10)
Stocks$248K (7)
Other$175K (1)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (19)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Capital Income Builder A | $100,001 - $250,000 |
Capital Income Builder B | $1,001 - $15,000 |
Capital World Growth & Income A | N/A |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
Fidelity Growth Opportunity T Mutual Fund | $1,001 - $15,000 |
Fidelity Growth Opportunity T | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Hinton Insurance Agency (at cost) | $100,001 - $250,000 |
Income Fund of America B Mutual Fund | $1,001 - $15,000 |
Mutual Fund of America B | $1,001 - $15,000 |
Investment Company of America Mutual Fund | $15,001 - $50,000 |
American Mutual Fund of America B | $1,001 - $15,000 |
MFS Massachusetts Inv A Mutual Fund | $5,001 - $15,000 |
Money Market | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Real Estate$16K
Financial Services$258K
Communication Services$113K
Technology$144K
Energy$137K
Healthcare$168K
Consumer Defensive$72K
Banking$40K
Services$16K
Manufacturing$16K
Retail Trade$40K
Consumer Cyclical$16K
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).