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Joseph D. Morelle

Joseph D. Morelle: Net Worth & Disclosed Assets

Democrat · New York · Representative
Trade figures: historical_trades_dedup, trades dated 2021-09-14 → 2026-09-14. Congress discloses bands, never exact amounts.

Net worth · from the 2024 annual disclosure, filed 2025-07-25

Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.

Net worth range (2024)
−$117K – $456K
+$232K midpoint change vs 2019
Assets
$183K – $571K
17 line items
Liabilities
$115K – $300K
2 line items

By year

YearChamberAssetsLiabilitiesNet worth rangeItemsFiling
2024 house $183K – $571K $115K – $300K −$117K – $456K 17 / 2 PDF 2025-07-25
2023 house $179K – $514K $115K – $300K −$121K – $399K 16 / 2 PDF 2024-05-14
2022 house $151K – $443K $115K – $300K −$149K – $328K 14 / 2 PDF 2023-05-24
2021 house $179K – $513K $165K – $400K −$221K – $348K 14 / 3 PDF 2022-05-12
2020 house $260K – $715K $200K – $450K −$190K – $515K 35 / 3 PDF 2021-08-06
2019 house $149K – $591K $265K – $600K −$451K – $326K 33 / 5 PDF 2020-07-09

Where the money is (2024)

Retirement 3
$100K – $200K
ETFs 3
$45K – $150K
Cash & bank 4
$32K – $130K
Insurance 3
$3K – $45K
Mutual funds 3
$2K – $31K
Private funds 1
$1K – $15K

Largest disclosed assets (2024)

HoldingClassOwnerDisclosed value
New York State & Local Retirement System Retirement self $50K – $100K
New York State Teachers' Retirement System Retirement spouse $50K – $100K
Invesco Dynamic Leisure and Entertainment ETF ETFs joint $15K – $50K
Vanguard Mid-Cap Index Fund ETF
Dividends
ETFs joint $15K – $50K
M&T Bank
Interest
Cash & bank joint $15K – $50K
VTV Vanguard Value ETF (VTV)
Dividends
ETFs joint $15K – $50K
Fidelity MMKT Premium Class
Dividends
Cash & bank joint $15K – $50K
Vaymont Ventures LLC, 25% Interest
Interest
Private funds joint $1K – $15K
MetLife Universal Life Insurance self $1K – $15K
MetLife Universal Life
Income
Insurance spouse $1K – $15K
Prudential Insurance Universal Life Insurance spouse $1K – $15K
Putnam Growth Opportunities Fund Class A
Capital Gains
Mutual funds joint $1K – $15K
Putnam Sustainable Leaders Fund Class A
Capital Gains
Mutual funds joint $1K – $15K
United States Savings Bonds Series E
Interest
Cash & bank self $1K – $15K
American Express National Bank
Tax-Deferred
Cash & bank joint $1K – $15K

Liabilities (2024)

CreditorTypeOwnerAmount
M&T BankMortgagejoint$100K – $250K
M&T BankEquity Line of Creditjoint$15K – $50K

Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.

Data from STOCK Act disclosures, FEC filings, Senate LDA reports, Personal Financial Disclosures and Congress.gov · all publicly filed federal records. Multi-vector analysis is GovGreed-original derivation. Not financial advice. Not affiliated with the U.S. Government. [live render · net-worth]