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Congressional stock trades · Member

Joseph D. Morelle

Representative · NY-25 · Democrat

17 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 7 annual reports are below.

Current committees: House Committee on Appropriations; House Committee on House Administration; Joint Committee of Congress on the Library; Joint Committee on Printing.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2020-12-092020-11-2019JointMSFTMicrosoft CorporationSale$15,001 - $50,000Clerk →
2020-12-092020-11-2019JointPGProcter & gamble CompanySale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointAMZNAmazon.com, Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointPSXPhillips 66Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointINTCIntel CorporationSale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointUNHUnitedHealth group Incorporated Common StockSale$15,001 - $50,000Clerk →
2020-12-092020-11-2019JointFISIFinancial Institutions, Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointGOOGLAlphabet Inc. - Class ASale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointBIPBrookfield Infrastructure Partners LP limited Partnership unitsSale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointURIUnited Rentals, Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointMETMetlife, Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointPRUPrudential Financial, Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointABBVAbbVie Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointAAPLApple Inc.Sale$1,001 - $15,000Clerk →
2020-12-092020-11-2019JointSoftbank Corp unsponsored ADRSale$1,001 - $15,000Clerk →
2020-12-092020-05-11212 ·>45JointAllergan plc Ordinary SharesExchange$1,001 - $15,000Clerk →
2020-07-092019-05-03433 ·>45JointDMRCDigimarc CorporationSale$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2019 report.

33 assets with a value on the amended report filed 2022-12-15, 18 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Allergan plc Ordinary SharesStockJoint$1,001 - $15,000
GOOGLAlphabet Inc. - Class AStockJoint$1,001 - $15,000
AMZNAmazon.com, Inc.StockJoint$1,001 - $15,000
American Express National BankOtherJoint$1,001 - $15,000
American Funds - New Perspective Fund-F1, 100% InterestOtherSpouse$100,001 - $250,000
AAPLApple Inc.StockJoint$1,001 - $15,000
BHFBrighthouse Financial, Inc.StockJoint$1 - $1,000
BIPBrookfield Infrastructure Partners LP Limited Partnership UnitsStockJoint$1,001 - $15,000
CCitigroup, Inc.StockJoint$1 - $1,000
DMRCDigimarc CorporationStockJoint$1,001 - $15,000
FISIFinancial Institutions, Inc.StockJoint$1,001 - $15,000
GEGeneral Electric CompanyStockJoint$1,001 - $15,000
INTCIntel CorporationStockJoint$1,001 - $15,000
M&T BankOtherJoint$15,001 - $50,000
MetLife Universal LifeOtherMember$1,001 - $15,000
METMetLife, Inc.StockJoint$1,001 - $15,000
MSFTMicrosoft CorporationStockJoint$15,001 - $50,000
New York State & Local Retirement SystemOtherMemberUndetermined
New York State Teachers' Retirement SystemOtherSpouseUndetermined
PSXPhillips 66StockJoint$1,001 - $15,000
PGProcter & Gamble CompanyStockJoint$1,001 - $15,000
PRUPrudential Financial, Inc.StockJoint$1,001 - $15,000
Prudential Insurance Universal LifeOtherSpouse$1,001 - $15,000
Putnam Equity Income Fund Class AFundJoint$1 - $1,000
Putnam Growth Opportunities Fund Class AFundJoint$1 - $1,000
Putnam Sustainable Leaders Fund Class AFundJoint$1 - $1,000
Residential Real PropertyOtherJoint$50,001 - $100,000
Softbank Corp Unsponsored ADRStockJoint$1,001 - $15,000
TRVThe Travelers Companies, Inc.StockJoint$1 - $1,000
URIUnited Rentals, Inc.StockJoint$1,001 - $15,000
United States Savings Bonds Series EOtherMember$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common StockStockJoint$1,001 - $15,000
Vaymont Ventures LLC, 25% InterestOtherJoint$1,001 - $15,000

How reports are read: holdings methodology.