House · Democrat · NY-25 · in the House since 2018 · Latest annual report · morelle.house.gov
From the annual report filed Aug 12, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest [PE] | $250K – $500K | Spouse |
| Vanguard Mid-Cap Index Fund ETF [EF] | $15K – $50K | Joint |
| Invesco Dynamic Leisure and Entertainment ETF [EF] | $15K – $50K | Joint |
| Vanguard Value ETF (VTV) [EF] | $15K – $50K | Joint |
| M&T Bank [BA] | $15K – $50K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Nov 20, 2020 | UnitedHealth Group Incorporated | Sale · Stock | $15K – $50K | Joint | Filing |
| Nov 20, 2020 | United Rentals, Inc. | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | Not linked to a company Softbank Corp unsponsored ADR (SFTBY) | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | Prudential Financial Inc | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | The Procter & Gamble Company | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | Phillips 66 | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | Microsoft Corporation | Sale · Stock | $15K – $50K | Joint | Filing |
| Nov 20, 2020 | MetLife, Inc. | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | Intel Corp | Sale · Stock | $1K – $15K | Joint | Filing |
| Nov 20, 2020 | Financial Institutions Inc | Sale · Stock | $1K – $15K | Joint | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 15, 2025 | The Income Fund of America, Class F-1 Shares (IFAFX) | Partial sale · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Mar 11, 2021 | Vanguard Value ETF (VTV) | Buy · ETF | $15K – $50K | Joint | 2021 Annual Report filed May 12, 2022 |
| Mar 11, 2021 | Vanguard Mid-Cap Index Fund ETF (VO) | Buy · ETF | $15K – $50K | Joint | 2021 Annual Report filed May 12, 2022 |
| Mar 11, 2021 | Invesco Dynamic Leisure and Entertainment ETF (PEJ) | Buy · ETF | $15K – $50K | Joint | 2021 Annual Report filed May 12, 2022 |
| Nov 20, 2020 | Brookfield Infrastructure Partners L.P. | Sale · Stock | $1K – $15K | Self | 2020 Annual Report filed Dec 15, 2022 |
From Joseph D. Morelle's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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