Joseph D. Morelle portfolio

Joseph D. Morelle has represented NY's 25th district in the House since 2018. Committee seats: Printing, Committee of Congress on the Library, Appropriations, House Administration (Ranking Member). Joseph D. Morelle has disclosed 19 trades (2 purchases, 16 sales); the latest was on Nov 20, 2020.

DDemocratParty

Member of HouseRepresents NY

—Est. portfolio value

6 years agoLast trade

—1Y return, from filings

1M return—S&P 500 -0.3%

3M return—S&P 500 +1.7%

YTD return—S&P 500 +11.4%

1Y return—S&P 500 +11.8%

3Y return—S&P 500 +81.7%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

JointPrinting JointCommittee of Congress on the Library HouseAppropriations HouseHouse AdministrationRanking Member

No open stock or ETF positions in the reported trades.

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.