Joseph D. Morelle — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| American Express National Bank | $1,001 - $15,000 · Interest · $1 - $200 |
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest | $250,001 - $500,000 · Tax-Deferred |
| Fidelity MMKT Premium Class | $15,001 - $50,000 · Dividends · $1 - $200 |
| Invesco Dynamic Leisure and Entertainment ETF | $15,001 - $50,000 · Capital Gains, Dividends · $2,501 - $5,000 |
| M&T Bank | $15,001 - $50,000 · Interest · $1 - $200 |
| MetLife Universal Life | $1,001 - $15,000 · None |
| MetLife Universal Life | $1,001 - $15,000 · None |
| New York State & Local Retirement System | Undetermined · Distribution · $50,001 - $100,000 |
| New York State Teachers' Retirement System | Undetermined · Distribution · $50,001 - $100,000 |
| Prudential Insurance Universal Life | $1,001 - $15,000 · None |
| Putnam Equity Income Fund Class A (PEYAX) | $1 - $1,000 · Capital Gains, Dividends · $1 - $200 |
| Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 · Capital Gains · $1 - $200 |
| Putnam Sustainable Leaders Fund Class A | $1,001 - $15,000 · Capital Gains, Dividends · $1 - $200 |
| Vanguard Mid-Cap Index Fund ETF | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| Vanguard Value ETF (VTV) | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| Vaymont Ventures LLC, 25% Interest | None · Distribution · $1,001 - $2,500 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | $1,001 - $15,000 · Tax-Deferred |
| Fidelity MMKT Premium Class | $1 - $1,000 · Tax-Deferred |
| FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) | $1,001 - $15,000 · Tax-Deferred |
| FPA New Income Institutional Class (FPNIX) | $1,001 - $15,000 · Tax-Deferred |
| iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) | $1,001 - $15,000 · Tax-Deferred |
| PIMCO Dynamic Bond Fund Class INSTL (PFIUX) | $1,001 - $15,000 · Tax-Deferred |
| T. Rowe Price Capital Appreciation Fund (PRWCX) | $1,001 - $15,000 · Tax-Deferred |
| The Income Fund of America, Class F-1 Shares (IFAFX) | $1,001 - $15,000 · Capital Gains · $201 - $1,000 |
| Vanguard Wellington Fund Admiral Shares (VWENX) | $1,001 - $15,000 · Tax-Deferred |
The complete record
| party | Democrat |
| state | NY |
| office | Representative, NY-25 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10078020 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10078020.pdf |
| scraped at | 2026-09-14T10:31:14.917Z |
| asset count | 25 |
| bioguide id | M001206 |
| filing date | 2026-08-12 |
| filing year | 2025 |
| member last | Morelle |
| member name | Joseph D. Morelle |
| report type | Annual |
| member first | Joseph D. |
| content parsed | true |
| report subtype | Annual Report |
| state district | 25 |
| liability count | 1 |
assets (25)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| JT | — | — | American Express National Bank | BA | 1 | Bank Deposit Sweep Account | Interest | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest | PE | 2 | 403-B Retirement Fund | Tax-Deferred | $250,001 - $500,000 | — | — |
| JT | — | — | Fidelity MMKT Premium Class | BA | 3 | Money Market Account | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| JT | — | — | Invesco Dynamic Leisure and Entertainment ETF | EF | 4 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| JT | — | — | M&T Bank | BA | 5 | M&T Bank accounts include a checking account, savings account, cash account, and mortgage escrow account. The aggregate value is reflected in this filing. | Interest | $15,001 - $50,000 | $1 - $200 | — |
| — | — | — | MetLife Universal Life | WU | 6 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | MetLife Universal Life | WU | 7 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | New York State & Local Retirement System | PE | 8 | — | Distribution | Undetermined | $50,001 - $100,000 | — |
| SP | — | — | New York State Teachers' Retirement System | PE | 9 | — | Distribution | Undetermined | $50,001 - $100,000 | — |
| SP | — | — | Prudential Insurance Universal Life | WU | 10 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Putnam Equity Income Fund Class A (PEYAX) | MF | 11 | — | Capital Gains, Dividends | $1 - $1,000 | $1 - $200 | — |
| JT | — | — | Putnam Growth Opportunities Fund Class A | MF | 12 | — | Capital Gains | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | — | Putnam Sustainable Leaders Fund Class A | MF | 13 | — | Capital Gains, Dividends | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | — | Vanguard Mid-Cap Index Fund ETF | EF | 14 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Value ETF (VTV) | EF | 15 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| JT | — | Irondequoit, NY, US | Vaymont Ventures LLC, 25% Interest | OL | 16 | Vaymont Ventures LLC was formed to acquire real estate, make repairs and improvements and sell the property. As in 2018-2020, it did not acquire or sell any real property in 2021. Its only asset is cash. Vaymont Ventures dissolved in 2024 and its final distribution of $2,360.68 is noted above. | Distribution | None | $1,001 - $2,500 | — |
| — | — | — | BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF | 17 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity MMKT Premium Class | BA | 18 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) | MF | 19 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | FPA New Income Institutional Class (FPNIX) | MF | 20 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) | EF | 21 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PIMCO Dynamic Bond Fund Class INSTL (PFIUX) | MF | 22 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | T. Rowe Price Capital Appreciation Fund (PRWCX) | MF | 23 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Income Fund of America, Class F-1 Shares (IFAFX) | MF | 24 | — | Capital Gains | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Vanguard Wellington Fund Admiral Shares (VWENX) | MF | 25 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
liabilities (1)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| JT | — | M&T Bank | November 2019 | — | — | 1 | $100,001 - $250,000 | Mortgage loan on personal residence in Irondequoit, NY (not rented) |