Joseph D. Morelle (D-NY-25), a current Democratic member of the House, has disclosed 19 trades since 2019: 2 purchases worth about $16.00K and 16 sales worth about $177.01K, in 17 stocks. Most traded: AMZN, SFTBY, AAPL. As a portfolio, their stock holdings and trades returned +213.1% from Jul 2020, against +136.8% for the S&P 500. Trades took a median 19 days to be disclosed; 2 came late.
Joseph D. Morelle’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2020: +213.1%, against +136.8% for SPY; the largest fall on the way was -46.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph D. Morelle | Nov 2025 | +10.5% | +10.1% | +0.5% | – | -17.7% | 0.54 | 1.08 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph D. Morelle | Nov 2023 | +113.8% | +72.6% | +41.2% | +28.9% | -30.0% | 1.15 | 1.18 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph D. Morelle | Nov 2021 | +87.9% | +61.1% | +26.8% | +13.5% | -46.8% | 0.61 | 1.16 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph D. Morelle | Jan 2026 | +8.6% | +10.1% | -1.5% | – | -17.7% | 0.52 | 1.07 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph D. Morelle | Jul 2020 | +213.1% | +136.8% | +76.3% | +19.8% | -46.8% | 0.81 | 1.18 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| URIUnited Rentals, Inc. | Industrials | $22.68K | 16.5% | +718.4% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| FISIFinancial Institutions Inc | Financial Services | $5.33K | 3.9% | +162.4% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| METMetlife Inc | Financial Services | $5.21K | 3.8% | +185.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| AAPLApple Inc. | Technology | $5.20K | 3.8% | +253.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| DMRCDigimarc Corp | Technology | $4.77K | 3.5% | -40.4% | 1 | 0 | 1 | $0.00 | $8.00K | – | May 3, 2019 |
| PRUPrudential Financial Inc | Financial Services | $3.80K | 2.8% | +103.9% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| GOOGLAlphabet Inc. | Technology | $3.69K | 2.7% | +267.4% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| BIPBrookfield Infrastructure Partners L.P. | Industrials | $2.66K | 1.9% | +44.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| PSXPhillips 66 | Energy | $1.58K | 1.2% | +366.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $1.29K | 0.9% | +33.6% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 20, 2020 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 20, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +14.3% | Nov 20, 2020 |
| SFTBYSoftbank Corp Unsponsored ADR | – | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | – | Nov 20, 2020 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 20, 2020 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +186.5% | +74.8% | |
| MSFTMicrosoft Corporation | Joint | Sell | $15K–$50K | Nov 20, 2020 | Dec 9, 2020 | 19d | +141.0% | +29.4% | |
| PSXPhillips 66 | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +346.6% | +234.9% | |
| PGProcter & Gamble Company | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +17.4% | -94.2% | |
| PRUPrudential Financial, Inc. | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +56.4% | -55.3% | |
| SFTBYSoftbank Corp Unsponsored ADR | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | – | – | |
| URIUnited Rentals, Inc. | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +434.9% | +323.2% | |
| UNHUnitedHeaLth Group Incorporated Common Stock | Joint | Sell | $15K–$50K | Nov 20, 2020 | Dec 9, 2020 | 19d | +19.6% | -92.0% | |
| AGNAllergan plc Ordinary Shares | Joint | Exchange | $1K–$15K | May 11, 2020 | Dec 9, 2020 | 212d late | – | – | |
| GOOGLAlphabet Inc. - Class A | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +221.3% | +109.7% | |
| AMZNAmazon.com, Inc. | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +58.5% | -53.2% | |
| AAPLApple Inc. | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +188.3% | +76.6% | |
| BIPBrookfield Infrastructure Partners LP Limited Partnership Units | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +11.0% | -100.7% | |
| FISIFinancial Institutions, Inc. | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +95.9% | -15.8% | |
| INTCIntel Corporation | Joint | Sell | $1K–$15K | Nov 20, 2020 | Dec 9, 2020 | 19d | +32.1% | -79.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Joseph D. Morelle (D-NY-25), a current Democratic member of the House, has disclosed 19 trades since 2019: 2 purchases worth about $16.00K and 16 sales worth about $177.01K, in 17 stocks. Most traded: AMZN, SFTBY, AAPL. As a portfolio, their stock holdings and trades returned +213.1% from Jul 2020, against +136.8% for the S&P 500. Trades took a median 19 days to be disclosed; 2 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Joseph D. Morelle still holds 10 stocks; the largest are URI (about $22.68K), FISI (about $5.33K), MET (about $5.21K), AAPL (about $5.20K), DMRC (about $4.77K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +213.1% from July 2020 to November 2026, against +136.8% for the S&P 500, with a largest fall of -46.8%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 19 days to be disclosed. 2 of 19 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.