Joseph D. Morelle
U.S. Representative, New York district 25 (NY25)
Latest disclosure August 12, 2026: Annual report (FD Original) for 2025, filing 10078020.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10078020.
As of August 12, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| none | Invesco Dynamic Leisure and Entertainment ETF EF | Joint | $15,001 - $50,000 | p. 1 |
| none | Vanguard Mid-Cap Index Fund ETF EF | Joint | $15,001 - $50,000 | p. 2 |
| VTV | Vanguard Value ETF (VTV) EF | Joint | $15,001 - $50,000 | p. 2 |
| none | Putnam Growth Opportunities Fund Class A MF | Joint | $1,001 - $15,000 | p. 2 |
| none | Putnam Sustainable Leaders Fund Class A MF | Joint | $1,001 - $15,000 | p. 2 |
| BSIIX | IRA Beneficiary Distribution Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Member | $1,001 - $15,000 | p. 2 |
| FPACX | IRA Beneficiary Distribution Account ⇒ FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) MF | Member | $1,001 - $15,000 | p. 2 |
| FPNIX | IRA Beneficiary Distribution Account ⇒ FPA New Income Institutional Class (FPNIX) MF | Member | $1,001 - $15,000 | p. 2 |
| IGSB | IRA Beneficiary Distribution Account ⇒ iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) EF | Member | $1,001 - $15,000 | p. 2 |
| PFIUX | IRA Beneficiary Distribution Account ⇒ PIMCO Dynamic Bond Fund Class INSTL (PFIUX) MF | Member | $1,001 - $15,000 | p. 3 |
| PRWCX | IRA Beneficiary Distribution Account ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) MF | Member | $1,001 - $15,000 | p. 3 |
| IFAFX | IRA Beneficiary Distribution Account ⇒ The Income Fund of America, Class F-1 Shares (IFAFX) MF | Member | $1,001 - $15,000 | p. 3 |
| VWENX | IRA Beneficiary Distribution Account ⇒ Vanguard Wellington Fund Admiral Shares (VWENX) MF | Member | $1,001 - $15,000 | p. 3 |
| PEYAX | Putnam Equity Income Fund Class A (PEYAX) MF | Joint | $1 - $1,000 | p. 2 |
9 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
2 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 12, 2026 Annual report (FD Original) (2025), filing 10078020 itemised above
- May 13, 2026 Extension request (2025), filing 30027856
- July 25, 2025 Annual report (FD Original) (2024), filing 10068699
- May 14, 2025 Extension request (2024), filing 30023757
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