Jerry Moran Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2023, filed June 13, 2024. Includes 109 assets.

Year:

2025 2024 2023 2010 2009 2008

Est. Net Worth

$1.9M

2023 annual disclosure

Total Assets

$1M - $2.8M

109 assets

Total Liabilities

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

Other$1.6M (99)

Bank & Cash$314K (10)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRKB

$178K

Wells Fargo & CompanyWFC

$65K

Alphabet Inc.GOOG

$64K

The Walt Disney CompanyDIS

$57K

Apple Inc.AAPL

$48K

Exxon Mobil CorporationXOM

$48K

Halliburton CompanyHAL

$41K

Verizon Communications Inc.VZ

$40K

CVS Health CorporationCVS

$40K

Costco Wholesale CorporationCOST

$40K

All Assets (109)

Asset	Type	Owner	Value	Income
Hanston Insurance Agency Hanston Insurance Agency (Hays, KS)	Other	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Mainstar Trust Onaga, KS	Bank & Cash	Self	$100,001 - $250,000	Interest
Astra Bank Plainville, KS	Bank & Cash	Joint	$50,001 - $100,000	Interest $201 - $1,000
Bank of Hays Hays, KS	Bank & Cash	Joint	$1,001 - $15,000	Interest
Landmark Bank Manhattan, KS	Bank & Cash	Joint	$1,001 - $15,000	Interest
Bank of Hays Hays, KS	Bank & Cash	Joint	$1,001 - $15,000	Interest
Bank of Hays Hays, KS	Bank & Cash	Joint	$1,001 - $15,000	Interest
GOOG - Alphabet Inc.(GOOG)	Other	Self	N/A	None
AMZN - Amazon.com, Inc.(AMZN)	Other	Self	N/A	None
AAPL - Apple Inc.(AAPL)	Other	Self	N/A	Dividends
BAC - Bank of America Corporation(BAC)	Other	Self	N/A	Dividends
BRK-B - Berkshire Hathaway Inc.(BRK)	Other	Self	$50,001 - $100,000	None
CVS - CVS Health Corporation(CVS)	Other	Self	N/A	Dividends
DVA - DaVita Inc.(DVA)	Other	Self	N/A	None
XOM - Exxon Mobil Corporation(XOM)	Other	Self	N/A	Dividends $201 - $1,000
FB - Meta Platforms, Inc. - Class A Common Stock(FB)	Other	Self	N/A	None
INTC - Intel Corporation(INTC)	Other	Self	N/A	Dividends
JNJ - Johnson & Johnson(JNJ)	Other	Self	N/A	Dividends $201 - $1,000
MSFT - Microsoft Corporation(MSFT)	Other	Self	N/A	Dividends
USB - U.S. Bancorp(USB)	Other	Self	N/A	Dividends $201 - $1,000
VZ - Verizon Communications Inc.(VZ)	Other	Self	N/A	Dividends $201 - $1,000
VFSUX - Vanguard Short-Term Investment-Grade Fund Admiral(VFSUX)	Other	Self	N/A	Dividends $1,001 - $2,500
Raymond James Deposit Program St. Petersburg, FL	Bank & Cash	Self	$1,001 - $15,000	Interest
AVT - Avnet, Inc. (NYSE)(AVT)	Other	Joint	$1,001 - $15,000	Dividends
BA - The Boeing Company (NYSE)(BA)	Other	Joint	$15,001 - $50,000	None
CVX - Chevron Corporation (NYSE)(CVX)	Other	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
XOM - Exxon Mobil Corporation (NYSE)(XOM)	Other	Joint	$100,001 - $250,000	Dividends $5,001 - $15,000
HAL - Halliburton Company (NYSE)(HAL)	Other	Joint	$15,001 - $50,000	Dividends $201 - $1,000
OXY - Occidental Petroleum Corporation (NYSE)(OXY)	Other	Joint	$1,001 - $15,000	Dividends
PG - The Procter & Gamble Company (NYSE)(PG)	Other	Joint	$1,001 - $15,000	Dividends $201 - $1,000
SLB - Schlumberger Limited (NYSE)(LB)	Other	Joint	$1,001 - $15,000	Dividends $201 - $1,000
TMUS - T-Mobile US, Inc.(TMUS)	Other	Joint	$1,001 - $15,000	Dividends
VVI-Viad Corp	Other	Joint	N/A	None
WMB - Williams Companies, Inc. (NYSE)(WMB)	Other	Joint	$1,001 - $15,000	Dividends
Raymond James Deposit Program St. Petersburg, FL	Bank & Cash	Joint	$1,001 - $15,000	Interest
GOOG - Alphabet Inc.(GOOG)	Other	Spouse	N/A	None
AAPL - Apple Inc.(AAPL)	Other	Spouse	N/A	Dividends
BAC - Bank of America Corporation(BAC)	Other	Spouse	N/A	Dividends
BRK-B - Berkshire Hathaway Inc.(BRK)	Other	Spouse	$15,001 - $50,000	None
CVS - CVS Health Corporation(CVS)	Other	Spouse	N/A	Dividends
DVA - DaVita Inc.(DVA)	Other	Spouse	N/A	None
XOM - Exxon Mobil Corporation(XOM)	Other	Spouse	N/A	Dividends
FB - Meta Platforms, Inc. - Class A Common Stock(FB)	Other	Spouse	N/A	None
INTC - Intel Corporation(INTC)	Other	Spouse	N/A	Dividends
JNJ - Johnson & Johnson(JNJ)	Other	Spouse	N/A	Dividends
MSFT - Microsoft Corporation(MSFT)	Other	Spouse	N/A	Dividends
USB - U.S. Bancorp(USB)	Other	Spouse	N/A	Dividends
VZ - Verizon Communications Inc.(VZ)	Other	Spouse	N/A	Dividends
VFSUX - Vanguard Short-Term Investment-Grade Fund Admiral(VFSUX)	Other	Spouse	N/A	Dividends $201 - $1,000
VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral Shares(VUSFX)	Other	Spouse	N/A	Dividends $201 - $1,000
Raymond James Deposit Program St. Petersburg, FL	Bank & Cash	Spouse	$1,001 - $15,000	Interest
CVX - Chevron Corporation(CVX)	Other	Self	N/A	Dividends $201 - $1,000
HAL - Halliburton Company(HAL)	Other	Self	N/A	Dividends $201 - $1,000
CVX - Chevron Corporation(CVX)	Other	Spouse	N/A	Dividends
KR - The Kroger Co.(KR)	Other	Spouse	N/A	Dividends
Bank of Hays Hays, ks	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
KR - The Kroger Co.(KR)	Other	Self	N/A	Dividends
BK - The Bank of New York Mellon Corporation Common Sto(BK)	Other	Self	N/A	Dividends
BK - The Bank of New York Mellon Corporation Common Sto(BK)	Other	Spouse	N/A	Dividends
CI - Cigna Corporation Common Stock(CI)	Other	Self	N/A	Dividends
CSCO - Cisco Systems, Inc. - Common Stock(CSCO)	Other	Self	N/A	Dividends
CMCSA - Comcast Corporation - Class A Common Stock(CMCSA)	Other	Self	N/A	Dividends
KMB - Kimberly-Clark Corporation Common Stock(KMB)	Other	Self	N/A	Dividends $201 - $1,000
PFE - Pfizer, Inc. Common Stock(PFE)	Other	Self	N/A	Dividends
PII - Polaris Inc. Common Stock(PII)	Other	Self	N/A	Dividends
AMRFX - American Mutual Fund Class F-2 Shares(AMRFX)	Other	Self	N/A	Dividends, Capital Gains $1,001 - $2,500
IGFFX - International Growth and Income Fd Cl F-2 Shs(IGFFX)	Other	Self	N/A	Dividends $201 - $1,000
ICAFX - The Investment Company of America Class F-2 Shs(ICAFX)	Other	Self	$15,001 - $50,000	Dividends, Capital Gains $201 - $1,000
WMFFX - Washington Mutual Investors Fund Cl F-2 Shs(WMFFX)	Other	Self	N/A	Dividends, Capital Gains $201 - $1,000
DFIVX - Dfa International Value Portfolio(DFIVX)	Other	Self	N/A	Dividends $201 - $1,000
DFSVX - Dfa U.S. Small Cap Value Portfolio(DFSVX)	Other	Self	$15,001 - $50,000	Dividends, Capital Gains $201 - $1,000
DBLSX - Doubleline Low Duration Bond Fund Class I(DBLSX)	Other	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
CI - Cigna Corporation Common Stock(CI)	Other	Spouse	N/A	Dividends
CSCO - Cisco Systems, Inc. - Common Stock(CSCO)	Other	Spouse	N/A	Dividends
CMCSA - Comcast Corporation - Class A Common Stock(CMCSA)	Other	Spouse	N/A	Dividends
KMB - Kimberly-Clark Corporation Common Stock(KMB)	Other	Spouse	N/A	Dividends
PFE - Pfizer, Inc. Common StockFiler comment: Asset was sold and had a value less than $1,000.(PFE)	Other	Spouse	N/A	Dividends
PII - Polaris Inc. Common Stock(PII)	Other	Spouse	N/A	Dividends
AMRFX - American Mutual Fund Class F-2 Shares(AMRFX)	Other	Spouse	N/A	Dividends, Capital Gains $1,001 - $2,500
IGFFX - International Growth and Income Fd Cl F-2 Shs(IGFFX)	Other	Spouse	N/A	Dividends
ICAFX - The Investment Company of America Class F-2 Shs(ICAFX)	Other	Spouse	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
WMFFX - Washington Mutual Investors Fund Cl F-2 Shs(WMFFX)	Other	Spouse	N/A	Dividends, Capital Gains $201 - $1,000
DFIVX - Dfa International Value Portfolio(DFIVX)	Other	Spouse	N/A	Dividends
DFSVX - Dfa U.S. Small Cap Value Portfolio(DFSVX)	Other	Spouse	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
DBLSX - Doubleline Low Duration Bond Fund Class I(DBLSX)	Other	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
DFIV - Dimensional International Value ETF(DFIV)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
DFAT - Dimensional U.S. Targeted Value ETF(DFAT)	Other	Self	$15,001 - $50,000	Dividends
DFEV - Dimensional Emerging Markets Value ETF(DFEV)	Other	Self	$15,001 - $50,000	Dividends
DUHP - Dimensional US High Profitability ETF(DUHP)	Other	Self	$15,001 - $50,000	Dividends
VYM - Vanguard High Dividend Yield ETF(VYM)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
VYMI - Vanguard International High Dividend Yield ETF(VYMI)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
VGSH - Vanguard Short-Term Treasury ETF(VGSH)	Other	Self	$50,001 - $100,000	Dividends
DXJ - WisdomTree Japan Hedged Equity Fund(DXJ)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
FRSXX - FIMM Treasury Only Port	Other	Self	$50,001 - $100,000	None
CGXU - Capital Group International Focus Equity ETF Capit(CGXU)	Other	Self	$15,001 - $50,000	Dividends
CGXU - Capital Group International Focus Equity ETF Capit(CGXU)	Other	Spouse	$1,001 - $15,000	Dividends
DUHP - Dimensional US High Profitability ETF(DUHP)	Other	Spouse	$1,001 - $15,000	Dividends
DFIV - Dimensional International Value ETF(DFIV)	Other	Spouse	$1,001 - $15,000	Dividends
DFAT - Dimensional U.S. Targeted Value ETF(DFAT)	Other	Spouse	$1,001 - $15,000	Dividends
DFEV - Dimensional Emerging Markets Value ETF(DFEV)	Other	Spouse	$1,001 - $15,000	Dividends
VYM - High Dividend Yield Vanguard ETF(VYM)	Other	Spouse	$1,001 - $15,000	Dividends
VYMI - Vanguard Intl High Dividend Yield	Other	Spouse	$1,001 - $15,000	Dividends
VGSH - Vanguard Short-Term Treasury ETF(VGSH)	Other	Spouse	$15,001 - $50,000	Dividends
DXJ - WisdomTree Japan Hedged Equity Fund(DXJ)	Other	Spouse	$1,001 - $15,000	Dividends
FRSXX - FIMM Treasury Only Port	Other	Spouse	$15,001 - $50,000	None
TRPXX - Invesco Treasury Portfolio Institutional Class(TRPXX)	Other	Joint	$50,001 - $100,000	Dividends $201 - $1,000
CGDV - Capital Group Dividend Value ETF Capital Group Div(CGDV)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
CGDV - Capital Group Dividend Value ETF Capital Group Div(CGDV)	Other	Spouse	$1,001 - $15,000	Dividends
VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral(VUSFX)	Other	Self	N/A	Dividends $201 - $1,000

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

Jerry Moran trades Wealthiest members Most active traders KS delegation Articles

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).