Congressional disclosures

Joseph D. Morelle

Democrat · House · New York · District 25 · serving since 2018 · last filed 6 years ago

19
Transactions disclosed, all time
19d
Median delay from trade to disclosure
of the 45 day limit
2/16
Purchases and sales in the disclosures below
$201K
Disclosed volume, all time (est.)
$650K
A rounded estimate from disclosed ranges, priced to the market. Not a filed figure.

Recent disclosures

19 of 19 on record · May 3, 2019 to Nov 20, 2020
AssetTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
PRUJointFinancial ServicesStockSale$1,001 - $15,000+55.4%S&P +114.7% · vs S&P 500 -59.2%Nov 20, 2020Dec 9, 202019d
METJointFinancial ServicesStockSale$1,001 - $15,000+108.6%S&P +114.7% · vs S&P 500 -6.1%Nov 20, 2020Dec 9, 202019d
PGJointConsumer DefensiveStockSale$1,001 - $15,000+2.4%S&P +114.7% · vs S&P 500 -112.3%Nov 20, 2020Dec 9, 202019d
INTCJointTechnologyStockSale$1,001 - $15,000+134.1%S&P +114.7% · vs S&P 500 +19.4%Nov 20, 2020Dec 9, 202019d
UNHJointHealthcareStockSale$15,001 - $50,000+17.4%S&P +114.7% · vs S&P 500 -97.2%Nov 20, 2020Dec 9, 202019d
ABBVJointHealthcareStockSale$1,001 - $15,000+148.8%S&P +114.7% · vs S&P 500 +34.2%Nov 20, 2020Dec 9, 202019d
PSXJointEnergyStockSale$1,001 - $15,000+323.4%S&P +114.7% · vs S&P 500 +208.7%Nov 20, 2020Dec 9, 202019d
FISIFINANCIAL INSTITUTIONS, INC.JointFinancial ServicesStockSale$1,001 - $15,000+99.0%S&P +114.7% · vs S&P 500 -15.7%Nov 20, 2020Dec 9, 202019d
BIPBROOKFIELD INFRASTRUCTURE PARTNERS LP LIMITED PARTNERSJointUtilitiesStockSale$1,001 - $15,000+6.8%S&P +114.7% · vs S&P 500 -107.9%Nov 20, 2020Dec 9, 202019d
AMZNJointConsumer CyclicalStockSale$1,001 - $15,000+62.9%S&P +114.7% · vs S&P 500 -51.8%Nov 20, 2020Dec 9, 202019d
URIJointIndustrialsStockSale$1,001 - $15,000+368.1%S&P +114.7% · vs S&P 500 +253.4%Nov 20, 2020Dec 9, 202019d
SFTBYSOFTBANK CORP UNSPONSORED ADRJointStockSale$1,001 - $15,000n/aNov 20, 2020Dec 9, 202019d
MSFTJointTechnologyStockSale$15,001 - $50,000+133.7%S&P +114.7% · vs S&P 500 +19.0%Nov 20, 2020Dec 9, 202019d
GOOGLJointCommunication ServicesStockSale$1,001 - $15,000+280.9%S&P +114.7% · vs S&P 500 +166.2%Nov 20, 2020Dec 9, 202019d
AAPLJointTechnologyStockSale$1,001 - $15,000+168.7%S&P +114.7% · vs S&P 500 +54.1%Nov 20, 2020Dec 9, 202019d
AGNALLERGAN PLC ORDINARY SHARESJointFiled lateHealthcareAs filed: ABBVIE, INC. (ABBV) ACQUIRED THE SHARES OF ALLERGAN (AGN). AGN SHAREHOLDERS RECEIVED 0.866 SHARES OFStockExchange$1,001 - $15,000n/aMay 11, 2020Dec 9, 2020212d
SFTBYSOFTBANK CORP UNSPONSORED ADRJointStockPurchase$1,001 - $15,000n/aSep 5, 2019Sep 20, 201915d
AMZNJointConsumer CyclicalStockPurchase$1,001 - $15,000+174.2%S&P +156.2% · vs S&P 500 +18.0%Sep 5, 2019Sep 20, 201915d
DMRCDIGIMARC CORPORATIONJointFiled lateTechnologyStockSale$1,001 - $15,000-89.3%S&P +159.5% · vs S&P 500 -248.9%May 3, 2019Jul 9, 2020433d

Showing the 19 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the member's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.

Estimated portfolio

2 holdings · $15,001 - $50,000 in total · estimate, as of Sep 10, 2026
HoldingEstimated valueShare of portfolio
VTV$15,001 - $50,000
IGSB$1,001 - $15,000

The 2 largest of 2 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.

Year by year

buy volume against sale volume · range midpoints
$0$100K$200K2019 bought $16K2019 sold $8K20192020 bought $02020 sold $177K2020
  • Bought
  • Sold

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.

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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?

Across the disclosures shown here the median gap between the transaction and its publication is 19 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.

Which stocks does Joseph D. Morelle trade most?

In the disclosures shown here the most frequent tickers are AMZN, SFTBY, AAPL, ABBV, AGN.

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?

It is an estimate produced by a model, not a figure the member disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement 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 (Sep 10, 2026) is +121.2%. 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 market price.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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.

Data as of Sep 10, 2026.

Most traded tickers

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