Name: Joseph D. Morelle congressional stock trading disclosures
Creator: Disclosed Capitol
License: https://www.disclosedcapitol.com/terms

Question 1

Who is Joseph D. Morelle?

Accepted Answer

Joseph D. Morelle (D-NY) is a member of the U.S. House of Representatives affiliated with the Democratic Party. Disclosed Capitol tracks 12 disclosed stock trades filed by Joseph D. Morelle under the STOCK Act. See the full trade history, holdings, and performance metrics at https://www.disclosedcapitol.com/politicians/253.

Question 2

What stocks does Joseph D. Morelle trade?

Accepted Answer

Joseph D. Morelle has filed 12 disclosed stock trades under the STOCK Act. The full ticker breakdown, including sector allocation and individual trade history with transaction dates, disclosure dates, transaction types (buy/sell), and amount brackets, is available at https://www.disclosedcapitol.com/politicians/253.

Question 3

How does Joseph D. Morelle's stock portfolio perform?

Accepted Answer

Based on a daily backtest of Joseph D. Morelle's disclosed trades, the simulated portfolio compounds at 53.4% annualized (CAGR), which is 6.9 percentage points below the S&P 500 benchmark over the same period. Win rate on individual trades is 33%. Performance numbers are derived from a simulated portfolio that buys at the disclosed transaction_date in the amount-bracket midpoint — a real-money copy trader would see materially different results because the 45-day disclosure window prevents same-day replication.

Question 4

Where does Joseph D. Morelle file stock trade disclosures?

Accepted Answer

Joseph D. Morelle files Periodic Transaction Reports (PTRs) at https://disclosures-clerk.house.gov/FinancialDisclosure, the public archive of U.S. House of Representatives member financial disclosures. Under the STOCK Act, each stock trade over $1,000 must be filed within 45 days of the transaction. Disclosed Capitol ingests every new filing within minutes of its public posting and enriches it with ticker resolution, returns calculations, and alpha vs the S&P 500.

Description	Ticker	Buy/Sell	Trade Date	Amount
AbbVie Inc.	ABBV	SELL	Nov 20, 2020	$1K - $15K
Alphabet Inc.	GOOGL	SELL	Nov 20, 2020	$1K - $15K
Amazon.com, Inc.	AMZN	SELL	Nov 20, 2020	$1K - $15K
Brookfield Infrastructure Pa	BIP	SELL	Nov 20, 2020	$1K - $15K
Financial Institutions, Inc.	FISI	SELL	Nov 20, 2020	$1K - $15K
Intel Corporation	INTC	SELL	Nov 20, 2020	$1K - $15K
Metlife, Inc.	MET	SELL	Nov 20, 2020	$1K - $15K
Phillips 66	PSX	SELL	Nov 20, 2020	$1K - $15K
Softbank Corp unsponsored AD	SFTBY	SELL	Nov 20, 2020	$1K - $15K
Allergan plc Ordinary Shares	AGN	SELL	May 11, 2020	$1K - $15K