What their buys are worth now
1 disclosed purchase, valued at the latest close
If Joseph Morelle still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 2 purchases have no market price and are left out. More on the limits.
If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 1 disclosed purchases — $1,000 invested — would be worth
$2,544
+$1,544 (+154.41%)
Each filing
1 position| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Dec 9, 2020 212d after trading | ABBV 9.2 sh | $108.67 | $276.47 | $2,544 | +154.41% |
A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 2 purchases could not be priced and are excluded.
Follow Joseph Morelle by email
Joseph Morelle's new stock disclosures, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.
Holdings, 2025
Weights are each holding's share of roughly $170K in stocks, funds and ETFs — bank accounts and property are left out of the denominator
| Asset | Weight |
|---|---|
| Invesco Dynamic Leisure and Entertainment ETF [EF] | 19.1% |
| Vanguard Mid-Cap Index Fund ETF [EF] | 19.1% |
| VTVVanguard Value ETF (VTV) [EF] | 19.1% |
| Putnam Growth Opportunities Fund Class A [MF] | 4.7% |
| Putnam Sustainable Leaders Fund Class A [MF] | 4.7% |
| BSIIXIRA Beneficiary Distribution Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | 4.7% |
| FPACXIRA Beneficiary Distribution Account ⇒ FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) [MF] | 4.7% |
| FPNIXIRA Beneficiary Distribution Account ⇒ FPA New Income Institutional Class (FPNIX) [MF] | 4.7% |
| PFIUXIRA Beneficiary Distribution Account ⇒ PIMCO Dynamic Bond Fund Class INSTL (PFIUX) [MF] | 4.7% |
| PRWCXIRA Beneficiary Distribution Account ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | 4.7% |
| IFAFXIRA Beneficiary Distribution Account ⇒ The Income Fund of America, Class F-1 Shares (IFAFX) [MF] | 4.7% |
| VWENXIRA Beneficiary Distribution Account ⇒ Vanguard Wellington Fund Admiral Shares (VWENX) [MF] . | 4.7% |
| PEYAXPutnam Equity Income Fund Class A (PEYAX) [MF] | 0.29% |
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest [PE] | — |
| Fidelity MMKT Premium Class [BA] | — |
| M&T Bank [BA] is reflected in this filing. | — |
| American Express National Bank [BA] | — |
| MetLife Universal Life [WU] | — |
| MetLife Universal Life [WU] | — |
| Prudential Insurance Universal Life [WU] | — |
| IRA Beneficiary Distribution Account ⇒ | — |
| IRA Beneficiary Distribution Account ⇒ Fidelity MMKT Premium Class [BA] | — |
| New York State & Local Retirement System [PE] | — |
| New York State Teachers' Retirement System [PE] | — |
| Vaymont Ventures LLC, 25% Interest [OL] it did not acquire or sell any real property in 2021. Its only asset is cash. Vaymont Ventures dissolved in 2024 and its final distribution of $2,360.68 is noted above. | — |
Committees
What they oversee — the context a trade is read against
- House Committee on House AdministrationRanking Member
- House Committee on Appropriations
- Joint Committee of Congress on the Library
- Joint Committee on Printing
- Commerce, Justice, Science, and Related Agenciesunder House Committee on Appropriations
- Defenseunder House Committee on Appropriations
- Modernization and Innovationunder House Committee on House Administration
Bills they sponsored
Legislation introduced under their own name, newest first
- HR10451EducationSep 16, 2026
Emergency Grant Aid for College Students Act
Referred to the House Committee on Education and Workforce.
- HR10171HealthAug 27, 2026
Referred to the Committee on Agriculture, and in addition to the Committees on Energy and Commerce, and Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- HR10058Agriculture and FoodAug 6, 2026
Summer Meals and Learning Act of 2026
Referred to the House Committee on Education and Workforce.
- HR10032Crime and Law EnforcementAug 3, 2026
Referred to the House Committee on the Judiciary.
- HR9922Government Operations and PoliticsJul 23, 2026
AI Transparency in Elections Act of 2026
Referred to the House Committee on House Administration.
- HR9440Crime and Law EnforcementJun 24, 2026
State Firearms Dealer Licensing Enhancement Act
Referred to the House Committee on the Judiciary.
- HR9290LawJun 11, 2026
Supreme Court Justice Circuit Riding Act
Referred to the House Committee on the Judiciary.
- HR8984ImmigrationMay 21, 2026
Referred to the Subcommittee on Oversight, Investigations, and Accountability.
- HRES1296Science, Technology, CommunicationsMay 15, 2026
Expressing support for the designation of May 16, 2026, as the "National Day of Light".
Referred to the House Committee on Science, Space, and Technology.
- HR8857HealthMay 15, 2026
Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- HR8738Government Operations and PoliticsMay 12, 2026
FEC Administrative Improvements Act
Received in the Senate and Read twice and referred to the Committee on Rules and Administration.
- HR8342TaxationApr 16, 2026
Referred to the House Committee on Ways and Means.
Campaign finance
Reported to the FEC, through Jun 30, 2026
Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Joseph Morelle's own campaign committee and not outside spending on their behalf.
Recent votes
What they actually did, with the date to read a trade against
| Date | Measure | Question | Vote |
|---|---|---|---|
| Sep 16, 2026 | S 2403 | Retire through Ownership Act | Yea |
| Sep 16, 2026 | H R 9497 | Water Resources Development Act | Yea |
| Sep 16, 2026 | H R 9340 | Ratepayer Protection Act | Yea |
| Sep 16, 2026 | H J RES 213 | Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision” | Nay |
| Sep 16, 2026 | H R 10326 | PROOF Act | Nay |
| Sep 16, 2026 | H R 9576 | National Fraud Enforcement Division Act | Yea |
| Sep 16, 2026 | H R 5334 | An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes | Nay |
| Sep 15, 2026 | H CON RES 93 | Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran | Yea |
| Sep 15, 2026 | H J RES 210 | Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision” | Nay |
| Sep 15, 2026 | H R 9500 | Tax Relief for Fraud Victims Act | Yea |
Most traded
By number of disclosed transactions
Disclosed transactions
19 in total, newest first
| Asset | Amount | |
|---|---|---|
I C best of my knowledge and belief. Fu… | sellReduce | $15K – $50K |
united Rentals, Inc. (uRI)F IlINg S TAT… | selljointReduce | $1K – $15K |
selljointReduce | $1K – $15K | |
Prudential Financial, Inc. (PRu)F IlINg… | selljointReduce | $1K – $15K |
Procter & gamble Company (Pg)F IlINg S … | selljointReduce | $1K – $15K |
selljointReduce | $1K – $15K | |
selljointReduce | $15K – $50K | |
selljointReduce | $1K – $15K | |
selljointReduce | $1K – $15K | |
selljointReduce | $1K – $15K | |
selljointReduce | $1K – $15K | |
Apple Inc. (AAPl)F IlINg S TATuS : New | selljointReduce | $1K – $15K |
selljointReduce | $1K – $15K | |
Alphabet Inc. - Class A (gOOgl)F IlINg … | selljointReduce | $1K – $15K |
selljointReduce | $1K – $15K | |
buyjointOpen | $1K – $15K | |
i c best of my knowledge and belief. Di… | buyOpen | $1K – $15K |
amazon.com, Inc. (aMZN) [sT] F IlINg s … | buyjointOpen | $1K – $15K |
sellReduce | $1K – $15K |