QuantCapitol. Congressional Trading Intelligence

Updated 2026-11-05 08:06 UTC · Public disclosure record

84AVG SCORE

Joseph Morelle

House Democrat NY
Joint Committee on PrintingJoint Committee of Congress on the LibraryHouse Committee on AppropriationsHouse Committee on House Administration
DefenseCommerce, Justice, Science, and Related AgenciesModernization and Innovation

Joseph Morelle has disclosed 18 stock transactions — 2 buys, 15 sells and 1 other (exchanges/other), each ranked by how much scrutiny it deserves and linked to its original House filing. A transparency record.

18
Total trades
2
Buy
15
Sell
1
Other (exchange)
41
Avg. disclosure delay (days)
Estimated net worth 2024 financial disclosure · source ↗
$89,022 – $861,999
A range, because disclosures report assets and liabilities only in bands — never an exact figure. It's what lets us gauge how big each trade is relative to Morelle's own wealth (the % of NW tags in the table below), so a small portfolio taking a real swing stands apart from pocket change. An estimate for context, not an allegation.

Track record Congressional Trading Performance

Two figures per horizon, both hypothetical and not investment advice: Member's own — what the trade returned if you'd bought when Morelle did (not public yet, so not replicable); and If you'd followed — buying only after the disclosure went public, which is what a follower could actually do. The gap between them is the cost of the disclosure lag.

1 month
no price data
0 of 2 priced
3 months
no price data
0 of 2 priced
6 months
no price data
0 of 2 priced
1 year
no price data
0 of 2 priced
3 years
no price data
0 of 2 priced

We don't have price history covering Morelle's trades — they may predate our price data or be on tickers we don't track — so hypothetical returns can't be computed here. The disclosures themselves are all listed below.

Where they trade Favorite Sectors

Distribution of this politician's trades across sectors (of trades with a known sector — bonds and funds are excluded).

Technology
4 (31%)
Insurance
3 (23%)
Retail & Wholesale
2 (15%)
Health
1 (8%)
Energy
1 (8%)
Chemicals
1 (8%)
Business Services
1 (8%)

Traded the same stocks, same time Co-Investors in Congress

Other members who traded the same tickers within 30 days of Morelle's trades in them. A high overlap can reflect shared information, shared advisors, or simply popular stocks — it is not evidence of coordination.

PoliticianOverlapping tradesShared tickers
Katherine Clark 7 AAPL, GOOGL, INTC, UNH
Donald Sternoff Beyer 6 AAPL, MSFT, UNH
Gilbert Cisneros 5 AAPL, AGN, AMZN
Josh Gottheimer 4 MSFT
Dwight Evans 3 AMZN, GOOGL, INTC
Richard Allen 2 ABBV, AMZN
Ed Perlmutter 2 AMZN, MSFT
James Langevin 2 AAPL, AMZN
Thomas Suozzi 1 AAPL
Michael Garcia 1 AAPL
Dean Phillips 1 INTC
Kevin Hern 1 MSFT

Corporate insiders · SEC Form 4 Overlap with Insiders

On the trades where corporate insiders were also active, how often did Joseph Morelle move the same way as the company's own officers and directors (within 60 days)? Co-occurrence only — context from public Form 4 filings, never proof of coordination, and tested honestly for whether it means anything.

0%
of checkable trades converged
avg 20% across all members
0
converged (of 14 checkable)
0
diverged

Joseph Morelle's convergence rate of 0% is lower than the 20% average across all members. "Checkable" = trades on tickers where insiders were also trading, so convergence could even be measured.

Descriptive only — insider convergence is context from public SEC Form 4 filings, never proof of coordination or wrongdoing, and not investment advice.

18 trades Recent Transactions

Marker key: ⚑ potential conflict (a committee Morelle sits on oversees that sector) · ◆ corporate-insider overlap from SEC Form 4 (convergence/divergence — context, not a signal) · % of NW trade size vs estimated net worth, 🔥 marking high/extreme conviction · OCR recovered from a scanned filing (verify against source) · ×N filings the same trade disclosed more than once (shown once). None is an allegation of wrongdoing.

TickerCompanyTypeDateFiledLagPrice move
in that
window
AmountScoreSource
ABBV Abbvie Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
GOOGL Alphabet Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
93.9 ↗ filing
AMZN Amazon Com Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
54.6 ↗ filing
AAPL Apple Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
97.5 ↗ filing
BIP Brookfield Infrastructure Partners L.P. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
INTC Intel Corp. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
93.9 ↗ filing
MET Metlife Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
MSFT Microsoft Corp. SELL 2020-11-20 2020-11-27 7 days — $15K–$50K
6.8% of NW 🔥
98.0 ↗ filing
PSX Phillips 66 SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
PG Procter & Gamble Co. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
PRU Prudential Financial Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
SFTBY Softbank Group Adr SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
49.6 ↗ filing
URI United Rentals, Inc. SELL 2020-11-20 2020-11-27 7 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
UNH Unitedhealth Group Inc. SELL 2020-11-20 2020-11-27 7 days — $15K–$50K
6.8% of NW 🔥
95.5 ↗ filing
AGN Allergan EXCHANGE 2020-05-11 2020-11-27 200 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
AMZN Amazon Com Inc. BUY 2019-09-05 2019-09-06 1 days — $1K–$15K
1.7% of NW
89.4 ↗ filing
SFTBY Softbank Group Adr BUY 2019-09-05 2019-09-06 1 days — $1K–$15K
1.7% of NW
84.3 ↗ filing
DMRC Digimarc Corp. SELL 2019-05-03 2020-07-06 430 days — $1K–$15K
1.7% of NW
84.3 ↗ filing

FAQ Common questions

How many stock trades has Joseph Morelle disclosed?

18 disclosed stock transactions — 2 buys and 15 sells — all from official House financial disclosures.

Is this insider trading?

No. QuantCapitol surfaces the timing and context of publicly disclosed trades for transparency. A trade near related legislation is a coincidence we flag — never an accusation of wrongdoing.

Where does this data come from?

Official US House Clerk and Senate electronic financial disclosures. Every trade links back to its original filing so you can verify it yourself.

About this data. Sourced from official House Clerk and Senate eFD financial disclosures (Senate via a maintained community mirror — see project documentation). Transaction amounts are reported as ranges, not exact figures. Interest scores, consensus labels, and backtested performance are proprietary analytical calculations based on public data and are not investment advice. Backtested performance is a hypothetical simulation, not actual portfolio performance.