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.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2020-12-09 | 2020-11-20 | 19 | Joint | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | PGProcter & gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | PSXPhillips 66 | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | FISIFinancial Institutions, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | GOOGLAlphabet Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | BIPBrookfield Infrastructure Partners LP limited Partnership units | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | URIUnited Rentals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | METMetlife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | PRUPrudential Financial, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-20 | 19 | Joint | Softbank Corp unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-05-11 | 212 ·>45 | Joint | Allergan plc Ordinary Shares | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-07-09 | 2019-05-03 | 433 ·>45 | Joint | DMRCDigimarc Corporation | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
15 assets with a value on the report filed 2022-05-12. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| American Express National Bank | Other | Joint | $15,001 - $50,000 |
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest | Other | Spouse | $100,001 - $250,000 |
| Invesco Dynamic Leisure and Entertainment ETF | Fund | Joint | $15,001 - $50,000 |
| M&T Bank | Other | Joint | $15,001 - $50,000 |
| MetLife Universal Life | Other | Member | $1,001 - $15,000 |
| New York State & Local Retirement System | Other | Member | Undetermined |
| New York State Teachers' Retirement System | Other | Spouse | Undetermined |
| Prudential Insurance Universal Life | Other | Spouse | $1,001 - $15,000 |
| Putnam Equity Income Fund Class A | Fund | Joint | $1 - $1,000 |
| Putnam Growth Opportunities Fund Class A | Fund | Joint | $1 - $1,000 |
| Putnam Sustainable Leaders Fund Class A | Fund | Joint | $1 - $1,000 |
| United States Savings Bonds Series E | Other | Member | $1,001 - $15,000 |
| Vanguard Mid-Cap Index Fund ETF | Fund | Joint | $15,001 - $50,000 |
| Vanguard Value ETF | Fund | Joint | $15,001 - $50,000 |
| Vaymont Ventures LLC, 25% Interest | Other | Joint | $1,001 - $15,000 |
How reports are read: holdings methodology.