Joseph Morelle stock trades & STOCK Act disclosures
DU.S. Representative (NY25) · Democrat
- Disclosed trades
- 19
- 2 buys · 0 sells
- Median disclosure lag
- 19d
- 2 past the 45-day deadline
- Latest disclosure
- Dec 9, 2020
- 17 tickers on record
- Track record · 30d
- —
- No priced trade old enough to score yet
Joseph Morelle's most recent STOCK Act disclosure is dated Dec 9, 2020: a other of FISI in the $1,001 - $15,000 range, traded on Nov 20, 2020. This page lists 19 disclosed trades (2 purchases, 0 sales) across 17 tickers, with dates, reported value ranges and a link to each original periodic transaction report. The most frequently disclosed tickers are AMZN, SFTBY, AAPL. The median gap between a trade and its disclosure is 19 days, and 2 filings came after the 45-day deadline.
Track record: every purchase or sale on record, marked to the close 30 days after the trade date, scored against a −20% to +20% band. A description of filings, not a forecast.
Disclosed trades
| Ticker | Type | Amount | Owner | Traded | Disclosed | Lag | Source |
|---|---|---|---|---|---|---|---|
| FISIFinancial Institutions, Inc. | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| INTCIntel Corporation | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| METMetlife, Inc. | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| MSFTMicrosoft Corporation | Other | $15,001 - $50,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| AGNAllergan plc Ordinary Shares | Exchange | $1,001 - $15,000 | Joint | 2020-05-11 | 2020-12-09 | 212dlate | PTR ↗ |
| GOOGLAlphabet Inc. - Class A | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| AMZNAmazon.com, Inc. | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| PSXPhillips 66 | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| UNHUnitedHealth Group Incorporated Common Stock | Other | $15,001 - $50,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
| URIUnited Rentals, Inc. | Other | $1,001 - $15,000 | Joint | 2020-11-20 | 2020-12-09 | 19d | PTR ↗ |
Questions about Joseph Morelle's trades
- How many stock trades has Joseph Morelle disclosed?
- 19 trades are on file from STOCK Act periodic transaction reports: 2 purchases and 0 sales, across 17 tickers. Amounts are disclosed as ranges, never exact figures; at the midpoint of each range the disclosed volume is roughly $201K.
- What did Joseph Morelle trade most recently?
- The most recent disclosure, dated Dec 9, 2020, reports a other of FISI in the $1,001 - $15,000 range, traded on Nov 20, 2020 (owner: Joint).
- Which stocks does Joseph Morelle trade most often?
- By number of disclosed trades: AMZN (2), SFTBY (2), AAPL (1), ABBV (1), AGN (1). 12 other tickers appear on record.
- What is the largest trade Joseph Morelle has disclosed?
- The widest disclosed bracket on record is $15,001 - $50,000: a other of MSFT traded on Nov 20, 2020 and disclosed on Dec 9, 2020. The STOCK Act requires a range, not an exact amount.
- How quickly does Joseph Morelle disclose trades?
- The median gap between a trade and its disclosure is 19 days. 2 of the 19 filings on record came after the 45-day statutory window.
- Can I get an email when this member files a new disclosure?
- Yes. Follow Joseph Morelle with a free Tracefour account and an email arrives when a new periodic transaction report is ingested, with a link to the original filing. Tracefour is a data visualiser and not an investment adviser.
Data sourced from public STOCK Act periodic transaction reports. Portraits are official congressional photos (public domain). Not investment advice.