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Joseph D. Morelle, official portrait

Joseph D. Morelle

Rep. (D-NY-25)

Disclosed trades
19
Purchases
2
Sales
16
Stocks traded
17
Likely still held
0
Latest trade
Nov 20, 2020
Latest filing
Dec 9, 2020

Stocks traded

17 tickers, with the latest disclosed action
AMZNAmazon.com, Inc.SoldNov 20, 2020SFTBYSFTBYSoldNov 20, 2020AAPLApple Inc.SoldNov 20, 2020ABBVAbbVie Inc.SoldNov 20, 2020AGNAGNExchangedMay 11, 2020BIPBrookfield Infrastructure Partners L.P.SoldNov 20, 2020DMRCDMRCSoldMay 3, 2019FISIFISISoldNov 20, 2020GOOGLAlphabet Inc.SoldNov 20, 2020INTCIntel Corp.SoldNov 20, 2020METMetLife, Inc.SoldNov 20, 2020MSFTMicrosoft CorporationSoldNov 20, 2020PGThe Procter & Gamble CompanySoldNov 20, 2020PRUPrudential Financial, Inc.SoldNov 20, 2020PSXPhillips 66SoldNov 20, 2020UNHUnitedHealth Group IncorporatedSoldNov 20, 2020URIUnited Rentals, Inc.SoldNov 20, 2020

Reported holdings

15 assets listed

As reported in their 2024 annual disclosure, filed Jul 25, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

VTVVanguard Morningstar Value ETFJoint$15,001 - $50,000

Other reported assets (14)

  • American Express National BankJoint$1,001 - $15,000
  • American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% InterestSpouse$250,001 - $500,000
  • Fidelity MMKT Premium ClassJoint$15,001 - $50,000
  • Invesco Dynamic Leisure and Entertainment ETFJoint$15,001 - $50,000
  • M&T Bank [BA] is reflected in this filing.Joint$15,001 - $50,000
  • MetLife Universal Life$1,001 - $15,000
  • MetLife Universal LifeSpouse$1,001 - $15,000
  • New York State & Local Retirement System [PE] New York State Teachers' Retirement System [PE] Prudential Insurance Universal LifeUndetermined Undetermined $1,001 - $15,000
  • Putnam Equity Income Fund Class A (PEYAX)Joint$1 - $1,000
  • Putnam Growth Opportunities Fund Class AJoint$1,001 - $15,000
  • Putnam Sustainable Leaders Fund Class AJoint$1,001 - $15,000
  • United States Savings Bonds Series E$1,001 - $15,000
Show 2 more
  • Vanguard Mid-Cap Index Fund ETFJoint$15,001 - $50,000
  • Vaymont Ventures LLC, 25% Interest [OL] it did not acquire or sell any real property in 2021. Its only asset is cash.Joint$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Nov 20, 2020FISIFISISale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Alphabet Inc.GOOGLSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020United Rentals, Inc.URISale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Intel Corp.INTCSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020MetLife, Inc.METSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Microsoft CorporationMSFTSale (Full)$15,001 - $50,000Dec 9, 202019 days
Nov 20, 2020The Procter & Gamble CompanyPGSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Prudential Financial, Inc.PRUSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020SFTBYSFTBYSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Brookfield Infrastructure Partners L.P.BIPSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Apple Inc.AAPLSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020AbbVie Inc.ABBVSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020UnitedHealth Group IncorporatedUNHSale (Full)$15,001 - $50,000Dec 9, 202019 days
Nov 20, 2020Amazon.com, Inc.AMZNSale (Full)$1,001 - $15,000Dec 9, 202019 days
Nov 20, 2020Phillips 66PSXSale (Full)$1,001 - $15,000Dec 9, 202019 days
May 11, 2020AGNAGNExchange$1,001 - $15,000Dec 9, 2020212 days
Sep 5, 2019Amazon.com, Inc.AMZNPurchase$1,001 - $15,000Sep 20, 201915 days
Sep 5, 2019SFTBYSFTBYPurchase$1,001 - $15,000Sep 20, 201915 days
May 3, 2019DMRCDMRCSale (Full)$1,001 - $15,000Jul 9, 2020433 days

Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.