Congress
Joseph Morelle
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| American Funds - New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest [PE] | $250K – $500K |
| Fidelity MMKT Premium Class [BA] | $15K – $50K |
| Invesco Dynamic Leisure and Entertainment ETF [EF] | $15K – $50K |
| M&T Bank [BA] is reflected in this filing. | $15K – $50K |
| Vanguard Mid-Cap Index Fund ETF [EF] | $15K – $50K |
| Vanguard Value ETF (VTV) [EF] | $15K – $50K |
| American Express National Bank [BA] | $1K – $15K |
| MetLife Universal Life [WU] | $1K – $15K |
| MetLife Universal Life [WU] | $1K – $15K |
| Prudential Insurance Universal Life [WU] | $1K – $15K |
| Putnam Growth Opportunities Fund Class A [MF] | $1K – $15K |
| Putnam Sustainable Leaders Fund Class A [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ FPA Funds Trust, FPA Crescent Portfolio Institutional Class (FPACX) [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ FPA New Income Institutional Class (FPNIX) [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ PIMCO Dynamic Bond Fund Class INSTL (PFIUX) [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ The Income Fund of America, Class F-1 Shares (IFAFX) [MF] | $1K – $15K |
| IRA Beneficiary Distribution Account ⇒ Vanguard Wellington Fund Admiral Shares (VWENX) [MF] . | $1K – $15K |
| Putnam Equity Income Fund Class A (PEYAX) [MF] | $1 – $1K |
| IRA Beneficiary Distribution Account ⇒ Fidelity MMKT Premium Class [BA] | $1 – $1K |
| New York State & Local Retirement System [PE] | Not specified |
| New York State Teachers' Retirement System [PE] | Not specified |
| 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. | Not specified |