Congressional Trades › Joseph D. Morelle
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 18 trades classified
- Technology28%
- Financials22%
- Other11%
- Industrials11%
- Consumer11%
- Healthcare6%
- Energy6%
- Materials6%
Technology leads with 28% of trades5 trades · $65K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Nov 20, 2020filed Dec 9, 2020 |  MSFTMICROSOFT CORP · Stock |
Sale | $15K – $50K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  FISIFINANCIAL INSTITUTIONS INC · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  INTCINTEL CORP · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  METMETLIFE INC · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  ABBVAbbVie Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  PSXPhillips 66 · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  PGPROCTER & GAMBLE Co · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  PRUPRUDENTIAL FINANCIAL INC · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  SFTBYSoftbank Corp unsponsored ADR · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  URIUNITED RENTALS, INC. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  UNHUNITEDHEALTH GROUP INC · Stock |
Sale | $15K – $50K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  GOOGLAlphabet Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  AMZNAMAZON COM INC · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  AAPLApple Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Nov 20, 2020filed Dec 9, 2020 |  BIPBrookfield Infrastructure Partners L.P. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| May 3, 2019filed Jul 9, 2020 |  DMRCDigimarc Corp · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Sep 5, 2019filed Sep 20, 2019 | SFTBYsoftbank Corp unsponsored aDR (sFTBY) [sT] · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Sep 5, 2019filed Sep 20, 2019 | AMZNAMAZON COM INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Aug 12, 2026 · Filing ↗
$651KAssets disclosed · midpoint$339K to $962K
$175KDebts disclosed · midpoint$100K to $250K
$476KAssets minus debts · midpoint$89K to $862K
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Joseph D. Morelle reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Pensions1 line$375K
- Exchange-traded funds4 lines$106K
- Bank accounts, money market accounts & CDs4 lines$74K
- Mutual funds10 lines$73K
- Whole/universal life insurance3 lines$24K
- Ownership interest (trade or business)1 line$0
Largest Disclosed Holdings
The 22 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest | Pensions | Spouse | $250,001 - $500,000 |
| Fidelity MMKT Premium Class | Bank accounts, money market accounts & CDs | Joint | $15,001 - $50,000 |
| Invesco Dynamic Leisure and Entertainment ETF | Exchange-traded funds | Joint | $15,001 - $50,000 |
| M&T Bank | Bank accounts, money market accounts & CDs | Joint | $15,001 - $50,000 |
| Vanguard Mid-Cap Index Fund ETF | Exchange-traded funds | Joint | $15,001 - $50,000 |
| VTV Vanguard Value ETF (VTV) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| American Express National Bank | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| BSIIX BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | Mutual funds | — | $1,001 - $15,000 |
| FPACX FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) | Mutual funds | — | $1,001 - $15,000 |
| FPNIX FPA New Income Institutional Class (FPNIX) | Mutual funds | — | $1,001 - $15,000 |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) | Exchange-traded funds | — | $1,001 - $15,000 |
| MetLife Universal Life | Whole/universal life insurance | — | $1,001 - $15,000 |
| MetLife Universal Life | Whole/universal life insurance | Spouse | $1,001 - $15,000 |
| PFIUX PIMCO Dynamic Bond Fund Class INSTL (PFIUX) | Mutual funds | — | $1,001 - $15,000 |
| Prudential Insurance Universal Life | Whole/universal life insurance | Spouse | $1,001 - $15,000 |
| Putnam Growth Opportunities Fund Class A | Mutual funds | Joint | $1,001 - $15,000 |
| Putnam Sustainable Leaders Fund Class A | Mutual funds | Joint | $1,001 - $15,000 |
| PRWCX T. Rowe Price Capital Appreciation Fund (PRWCX) | Mutual funds | — | $1,001 - $15,000 |
| IFAFX The Income Fund of America, Class F-1 Shares (IFAFX) | Mutual funds | — | $1,001 - $15,000 |
| VWENX Vanguard Wellington Fund Admiral Shares (VWENX) | Mutual funds | — | $1,001 - $15,000 |
| Fidelity MMKT Premium Class | Bank accounts, money market accounts & CDs | — | $1 - $1,000 |
| PEYAX Putnam Equity Income Fund Class A (PEYAX) | Mutual funds | Joint | $1 - $1,000 |
Annual Financial Disclosures
Reports on file under Joseph D. Morelle’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed Aug 12, 2026 · 25 assets, 1 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Jul 25, 2025Filing ↗
- Annual · 2023House Clerk · filed May 14, 2024Filing ↗
- Annual · 2022House Clerk · filed May 24, 2023Filing ↗
- Amendment · 2021House Clerk · filed Dec 15, 2022Filing ↗
- Amendment · 2021House Clerk · filed Dec 15, 2022Filing ↗
- Annual · 2021House Clerk · filed May 12, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 6, 2021Filing ↗
- Annual · 2019House Clerk · filed Jul 9, 2020Filing ↗
- New Filer · 2019House Clerk · filed May 15, 2019Filing ↗
- Amendment · 2017House Clerk · filed May 18, 2018Filing ↗
- Other · 2017House Clerk · filed May 14, 2018Filing ↗
Live Stock Portfolio
An estimate of what Joseph D. Morelle holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Joseph D. Morelle has sponsored
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Campaign Receipts
What Joseph D. Morelle’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Joseph D. Morelle’s election
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Where Donors Work
Employers named by the itemised individual donors to Joseph D. Morelle’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Joseph D. Morelle
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Corporate Donors
PACs and other committees that contributed to Joseph D. Morelle’s campaign
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