89% of trades were $15,000 or less
Those 16 trades carry about 66.3% of the disclosed dollars, by the midpoints of the ranges.
Joseph D. Morelle
Representative
NY-25
Democrat
2025 disclosure
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 .
Trading
Disclosed stock trades
18
Since Q2 '19
Purchases
11%
Share of disclosed trades
Avg. disclosure lag
41.6 days
Median 19 days
Filed past 45-day deadline
5.6%
STOCK Act deadline
94% of trades were disclosed within 45 days
The median trade was disclosed 19 days after it was made, and 1 of 18 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
AMZN is the most traded stock
Trades per stock
Purchases
Sales
11.1% of trades carry 34% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
Latest net worth (band)
$89K – $862K
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
22
Disclosed liabilities
1
Disclosed net worth band, 2020 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2020
2021
2022
2023
2024
2025
| 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 |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-11-20 | ABBV ST · AbbVie Inc. (ABBV) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | GOOGL ST · Alphabet Inc. - Class A (gOOgl) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | AMZN ST · Amazon.com, Inc. (AMZN) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | AAPL ST · Apple Inc. (AAPl) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | BIP ST · Brookfield Infrastructure Partners lP limited Partnership units (BIP) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | FISI ST · Financial Institutions, Inc. (FISI) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | INTC ST · Intel Corporation (INTC) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | MET ST · Metlife, Inc. (MET) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | MSFT ST · Microsoft Corporation (MSFT) | Sell | JT | $15K - $50K | 2020-12-09 | 19d |
| 2020-11-20 | PSX ST · Phillips 66 (PSX) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | PG ST · Procter & gamble Company (Pg) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | PRU ST · Prudential Financial, Inc. (PRu) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | SFTBY ST · Softbank Corp unsponsored ADR (SFTBY) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | URI ST · united Rentals, Inc. (uRI) | Sell | JT | $1K - $15K | 2020-12-09 | 19d |
| 2020-11-20 | UNH ST · unitedHealth group Incorporated Common Stock (uNH) | Sell | JT | $15K - $50K | 2020-12-09 | 19d |
| 2019-09-05 | AMZN ST · amazon.com, Inc. (aMZN) | Buy | JT | $1K - $15K | 2019-09-20 | 15d |
| 2019-09-05 | SFTBY ST · softbank Corp unsponsored aDR (sFTBY) | Buy | JT | $1K - $15K | 2019-09-20 | 15d |
| 2019-05-03 | DMRC ST · 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 2026-11-10. 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 (2026-11-10). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
2 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.
Assets and liabilities
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.
Disclosed lines
22
Total disclosed (band)
$339K – $962K
| 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.
Disclosed lines
1
Total disclosed (band)
$100K – $250K
| Description | Amount owed |
|---|---|
| Mortgage loan on personal residence in Irondequoit, NY (not rented) (M&T Bank) | $100K - $250K |