Joseph D. Morelle
Joseph D. Morelle (NY-25) disclosed a net worth range between $89K and $862K in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $89K – $862K |
| 2024 | 2025-07-25 | $33K – $756K |
| 2023 | 2024-05-14 | -$121K – $449K |
| 2022 | 2023-05-24 | -$149K – $378K |
| 2021 | 2022-05-12 | -$221K – $398K |
| 2020 | 2022-12-15 | -$180K – $528K |
Disclosed assets
The assets Joseph D. Morelle itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest | PE |
Tax-Deferred
|
$250K - $500K |
| Fidelity MMKT Premium Class | BA |
$1 - $200
Dividends
|
$15K - $50K |
| Invesco Dynamic Leisure and Entertainment ETF | EF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| M&T Bank | BA |
$1 - $200
Interest
|
$15K - $50K |
| Vanguard Mid-Cap Index Fund ETF | EF |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Vanguard Value ETF (VTV) | EF |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| American Express National Bank | BA |
$1 - $200
Interest
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
Tax-Deferred
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) | MF |
Tax-Deferred
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ FPA New Income Institutional Class (FPNIX) | MF |
Tax-Deferred
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ PIMCO Dynamic Bond Fund Class INSTL (PFIUX) | MF |
Tax-Deferred
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) | MF |
Tax-Deferred
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ The Income Fund of America, Class F-1 Shares (IFAFX) | MF |
$201 - $1K
Capital Gains
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ Vanguard Wellington Fund Admiral Shares (VWENX) | MF |
Tax-Deferred
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) | EF |
Tax-Deferred
|
$1K - $15K |
| MetLife Universal Life | WU | — | $1K - $15K |
| MetLife Universal Life | WU | — | $1K - $15K |
| Prudential Insurance Universal Life | WU | — | $1K - $15K |
| Putnam Growth Opportunities Fund Class A | MF |
$1 - $200
Capital Gains
|
$1K - $15K |
| Putnam Sustainable Leaders Fund Class A | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| IRA Beneficiary Distribution Account ⇒ Fidelity MMKT Premium Class | BA |
Tax-Deferred
|
$1 - $1K |
| Putnam Equity Income Fund Class A (PEYAX) | MF |
$1 - $200
Capital Gains, Dividends
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage loan on personal residence in Irondequoit, NY (not rented) (M&T Bank) | $100K - $250K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-11-20 | ABBV AbbVie Inc. (ABBV) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | GOOGL Alphabet Inc. - Class A (gOOgl) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | AMZN Amazon.com, Inc. (AMZN) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | AAPL Apple Inc. (AAPl) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | BIPH Brookfield Infrastructure Partners lP limited Partnership units (BIP) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | FISI Financial Institutions, Inc. (FISI) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | INTC Intel Corporation (INTC) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | MET Metlife, Inc. (MET) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | MSFT Microsoft Corporation (MSFT) | Sell | JT | $15K - $50K | 2020-12-09 | 19d |
| 2020-11-20 | PSX Phillips 66 (PSX) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | PG Procter & gamble Company (Pg) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | PRU Prudential Financial, Inc. (PRu) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | URI united Rentals, Inc. (uRI) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | UNH unitedHealth group Incorporated Common Stock (uNH) | Sell | JT | $15K - $50K | 2020-12-09 | 19d |
| 2019-09-05 | SFTBY ST · softbank Corp unsponsored aDR (sFTBY) F IlINg s TaTus : New | Buy | JT | $1K - $15K | 2019-09-20 | 15d |
| 2019-09-05 | AMZN ST · amazon.com, Inc. (aMZN) F IlINg s TaTus : New | Buy | JT | $1K - $15K | 2019-09-20 | 15d |
| 2019-05-03 | DMRC ST · Digimarc Corporation (DMRC) F IlINg S TATuS : New | Sell | JT | $1K - $15K | 2020-07-09 | 433d late |
| 2019-05-03 | DMRC Digimarc Corporation (DMRC) | Sell | JT | $1K - $15K | 2020-07-09 | 433d late |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.