
Congressional disclosures
Joseph D. Morelle
Democrat · House · New York · District 25 · serving since 2018 · last filed 6 years ago
Recent disclosures
19 of 19 on record · traded May 3, 2019 to Nov 20, 2020Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Asset | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| AMZNJointConsumer Cyclical | Stock | Sale | $1,001 - $15,000 | +60.0%After the saleS&P 500 +114.0% · -53.9 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| GOOGLJointCommunication Services | Stock | Sale | $1,001 - $15,000 | +268.8%After the saleS&P 500 +114.0% · +154.9 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| MSFTJointTechnology | Stock | Sale | $15,001 - $50,000 | +149.3%After the saleS&P 500 +114.0% · +35.3 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| FISIFINANCIAL INSTITUTIONS, INC.JointFinancial Services | Stock | Sale | $1,001 - $15,000 | +98.0%After the saleS&P 500 +114.0% · -16.0 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| METJointFinancial Services | Stock | Sale | $1,001 - $15,000 | +115.4%After the saleS&P 500 +114.0% · +1.5 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| PRUJointFinancial Services | Stock | Sale | $1,001 - $15,000 | +52.0%After the saleS&P 500 +114.0% · -62.0 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| PGJointConsumer Defensive | Stock | Sale | $1,001 - $15,000 | +15.6%After the saleS&P 500 +114.0% · -98.4 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| BIPBROOKFIELD INFRASTRUCTURE PARTNERS LP LIMITED PARTNERSHIP UNITSJointUtilities | Stock | Sale | $1,001 - $15,000 | +8.0%After the saleS&P 500 +114.0% · -106.0 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| URIJointIndustrials | Stock | Sale | $1,001 - $15,000 | +400.0%After the saleS&P 500 +114.0% · +286.0 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| PSXJointEnergy | Stock | Sale | $1,001 - $15,000 | +359.8%After the saleS&P 500 +114.0% · +245.8 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| AAPLJointTechnology | Stock | Sale | $1,001 - $15,000 | +196.3%After the saleS&P 500 +114.0% · +82.4 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| INTCJointTechnology | Stock | Sale | $1,001 - $15,000 | +91.6%After the saleS&P 500 +114.0% · -22.4 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| SOFTBANK CORP UNSPONSORED ADRJoint | Stock | Sale | $1,001 - $15,000 | n/a | Nov 20, 2020 | Dec 9, 2020 | 19d |
| ABBVJointHealthcare | Stock | Sale | $1,001 - $15,000 | +183.3%After the saleS&P 500 +114.0% · +69.3 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| UNHJointHealthcare | Stock | Sale | $15,001 - $50,000 | +24.9%After the saleS&P 500 +114.0% · -89.0 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| ALLERGAN PLC ORDINARY SHARESJointHealthcareAs filed: ABBVIE, INC. (ABBV) ACQUIRED THE SHARES OF ALLERGAN (AGN). AGN SHAREHOLDERS RECEIVED 0.866 SHARES OF… | Stock | Exchange | $1,001 - $15,000 | n/a | May 11, 2020 | Dec 9, 2020 | 212d |
| SOFTBANK CORP UNSPONSORED ADRJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Sep 5, 2019 | Sep 20, 2019 | 15d |
| AMZNJointConsumer Cyclical | Stock | Purchase | $1,001 - $15,000 | +169.5%S&P 500 +155.4% · +14.1 pts vs S&P 500 | Sep 5, 2019 | Sep 20, 2019 | 15d |
| DMRCDIGIMARC CORPORATIONJointTechnology | Stock | Sale | $1,001 - $15,000 | -84.8%After the saleS&P 500 +158.7% · -243.5 pts vs S&P 500 | May 3, 2019 | Jul 9, 2020 | 433d |
No disclosures of that kind among the 19 rows shown.
Showing the 19 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Joseph D. Morelle's trades in the browser, every line of every report.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.
Estimated portfolio
2 holdings · $15,001 - $50,000 in total · estimate, as of Oct 25, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| VTV | $15,001 - $50,000 | 83.0% |
| IGSB | $1,001 - $15,000 | 17.0% |
Both estimated holdings. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.
Year by year
buy volume against sale and exchange volume · range midpoints- Bought
- Sold or exchanged
- 2020Bought $0Sold or exchanged $177K
- 2019Bought $16KSold or exchanged $8K
- Bought
- Sold or exchanged
Disclosed volume per year the member traded, 2019 to 2020. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000. The sale side also counts exchanges, including shares received in a spin-off or merger.
Questions
How many stock trades has Joseph D. Morelle disclosed?
Joseph D. Morelle has disclosed 19 transactions under the STOCK Act. This page lists the 19 most recent, covering May 3, 2019 to Nov 20, 2020.
How long does Joseph D. Morelle take to report a trade?
In the filings on record the median gap between a trade and its disclosure is 19 days. The STOCK Act allows up to 45.
Which tickers does Joseph D. Morelle trade most?
Among the 19 disclosures shown, the tickers that appear most include AMZN (2) and SFTBY (2).
Which accounts do Joseph D. Morelle's disclosures name?
Of the 19 disclosures shown, 19 name a joint account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.
Where does the estimated net worth on this page come from?
A model's estimate, not a figure the member filed. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure of anyone's wealth. The methodology page sets out how it is built and what it leaves out.
How have the stocks moved since Joseph D. Morelle's trades?
Across the 16 priced rows shown, the median stock move from the trade date to the latest close we hold (figures as of Oct 26, 2026) is +106.7%. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 3 of the rows shown have no figure in our data.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page. How these reports work is explained in our guide to STOCK Act reports.
Data as of Oct 26, 2026.
