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Joe Courtney

Rep. (D-CT-2)

Disclosed trades
141
Purchases
73
Sales
68
Stocks traded
95
Likely still held
33
Latest trade
Apr 5, 2022
Latest filing
Apr 12, 2022

Stocks traded

Most-filed 24 of 95 tickers, with the latest disclosed action
AAPLApple Inc.SoldOct 16, 2020CCitigroup Inc.SoldAug 7, 2020CBChubb LimitedSoldJun 2, 2020KDPKeurig Dr Pepper Inc.SoldAug 7, 2020NEENextEra Energy, Inc.SoldAug 7, 2020ABTAbbott LaboratoriesSoldAug 7, 2020AMTAmerican Tower CorporationSoldAug 7, 2020AMZNAmazon.com, Inc.SoldAug 7, 2020ANTMANTMSoldAug 7, 2020BLKBlackRock, Inc.SoldAug 7, 2020BLLBLLSoldAug 7, 2020COFCapital One Financial CorporationSoldAug 7, 2020COSTCostco Wholesale CorporationSoldAug 7, 2020CSCOCisco Systems, Inc.SoldAug 7, 2020CVXChevron CorporationSoldAug 7, 2020DHRDanaher CorporationSoldAug 7, 2020DISThe Walt Disney CompanySoldAug 7, 2020FISVFiserv, Inc.SoldAug 7, 2020GOOGLAlphabet Inc.SoldAug 7, 2020HDThe Home Depot, Inc.SoldAug 7, 2020HLTHilton Worldwide Holdings Inc.SoldAug 7, 2020HONHoneywell International Inc.SoldAug 7, 2020JPMJPMorgan Chase & Co.SoldAug 7, 2020LMTLockheed Martin CorporationSoldAug 7, 2020

Likely current holdings

18 most recently active of 33

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

FCGAXFirst bought Oct 16, 20201 filingFLCBFirst bought Oct 16, 20201 filingFLCOFirst bought Oct 16, 20201 filingFLQLFirst bought Oct 16, 20201 filingFNGZXFirst bought Oct 16, 20201 filingFSSAXFirst bought Oct 16, 20201 filingFVADXFirst bought Oct 16, 20201 filingGCIIXFirst bought Oct 16, 20201 filingGOVTFirst bought Oct 16, 20201 filingOMBIXFirst bought Oct 16, 20201 filingTDADXFirst bought Oct 16, 20201 filingVEAFirst bought Oct 16, 20201 filingVOOFirst bought Oct 16, 20201 filingVWOFirst bought Oct 16, 20201 filingBGSIXFirst bought Oct 9, 20201 filingEFGFirst bought Oct 9, 20201 filingOn the 2025 disclosureESGUFirst bought Oct 9, 20201 filingHGIIXFirst bought Oct 9, 20201 filing+15 more in the ledger

Reported holdings

94 assets listed

As reported in their 2025 annual disclosure, filed May 14, 2026.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

PZAInvesco National AMT-Free Municipal Bond ETFSpouse · Inherited Brokerage AccountNoneSGOViShares 0-3 Month Treasury Bond ETFSpouse · Inherited Brokerage Account$1,001 - $15,000TLTiShares 20+ Year Treasury Bond ETFSpouse · Inherited Brokerage Account$1,001 - $15,000IEFAiShares Core MSCI EAFE ETFSpouse · Inherited Brokerage Account$15,001 - $50,000IVViShares Core S&P 500 ETFSpouse · Inherited Brokerage Account$15,001 - $50,000MBBiShares MBS ETFSpouse · Inherited Brokerage Account$1,001 - $15,000EFGiShares MSCI EAFE Growth ETFSpouse · Inherited Brokerage AccountNoneEFViShares MSCI EAFE Value ETFSpouse · Inherited Brokerage Account$1,001 - $15,000EMXCiShares MSCI Emerging Markets ex China ETFSpouse · Inherited Brokerage AccountNoneQUALiShares MSCI USA Quality Factor ETFSpouse · Inherited Brokerage Account$1,001 - $15,000MUBiShares National Muni Bond ETFSpouse · Inherited Brokerage Account$1 - $1,000OEFiShares S&P 100 ETFSpouse · Inherited Brokerage Account$1,001 - $15,000IVWiShares S&P 500 Growth ETFSpouse · Inherited Brokerage Account$1,001 - $15,000SUBiShares Short-Term National Muni Bond ETFSpouse · Inherited Brokerage Account$1,001 - $15,000DYNFiShares U.S. Equity Factor Rotation Active ETFSpouse · Inherited Brokerage AccountNoneXLBState Street Materials Select Sector SPDR ETFSpouse · Inherited Brokerage AccountNoneSCHASchwab U.S. Small-Cap ETFSpouse · Inherited Brokerage Account$15,001 - $50,000SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETFSpouse · Inherited Brokerage Account$1,001 - $15,000XLPState Street Consumer Staples Select Sector SPDR ETFSpouse · Inherited Brokerage AccountNoneXLEState Street Energy Select Sector SPDR ETFSpouse · Inherited Brokerage AccountNoneXLFState Street Financial Select Sector SPDR ETFSpouse · Inherited Brokerage Account$1,001 - $15,000XLVState Street Health Care Select Sector SPDR ETFSpouse · Inherited Brokerage AccountNoneXLUState Street Utilities Select Sector SPDR ETFSpouse · Inherited Brokerage AccountNoneXLCState Street Communication Services Select Sector SPDR ETFSpouse · Inherited Brokerage Account$1,001 - $15,000
Show 38 more listed stocks and funds
XLYState Street Consumer Discretionary Select Sector SPDR ETFSpouse · Inherited Brokerage Account$1,001 - $15,000XLIState Street Industrial Select Sector SPDR ETFSpouse · Inherited Brokerage Account$1,001 - $15,000TFIState Street SPDR Nuveen ICE Municipal Bond ETFSpouse · Inherited Brokerage Account$50,001 - $100,000XLKState Street Technology Select Sector SPDR ETFSpouse · Inherited Brokerage Account$1,001 - $15,000VOVanguard Morningstar Mid-Cap ETFSpouse · Inherited Brokerage Account$1,001 - $15,000VONGVanguard Russell 1000 Growth ETFSpouse · Inherited Brokerage Account$1,001 - $15,000VTWOVanguard Russell 2000 ETFSpouse · Inherited Brokerage AccountNoneBSVVanguard Short-Term Bond ETFSpouse · Inherited Brokerage Account$1,001 - $15,000VPUVanguard Utilities ETFSpouse · Inherited Brokerage Account$1,001 - $15,000MLPAGlobal X - MLP ETFSpouse · Inherited IRA$1,001 - $15,000PGXInvesco Preferred ETFSpouse · Inherited IRA$1,001 - $15,000PXFInvesco RAFI Developed Markets ex-U.S. ETFSpouse · Inherited IRA$1,001 - $15,000BKLNInvesco Senior Loan ETFSpouse · Inherited IRA$1,001 - $15,000TLTiShares 20+ Year Treasury Bond ETFSpouse · Inherited IRA$1,001 - $15,000IDViShares International Select Dividend ETFSpouse · Inherited IRA$1,001 - $15,000EMBiShares J.P. Morgan USD Emerging Markets Bond ETFSpouse · Inherited IRA$1,001 - $15,000SCHDSchwab U.S. Dividend Equity ETFSpouse · Inherited IRA$1,001 - $15,000VYMVanguard High Dividend Yield ETFSpouse · Inherited IRA$1,001 - $15,000VYMIVanguard International High Dividend Yield ETFSpouse · Inherited IRA$1,001 - $15,000VTVanguard Total World Stock ETFSpouse · Inherited IRA$1,001 - $15,000TLHiShares 10-20 Year Treasury Bond ETFIRANoneIEMGiShares Core MSCI Emerging Markets ETFIRA$15,001 - $50,000AGGiShares Core U.S. Aggregate Bond ETFIRA$15,001 - $50,000JGROJPMorgan Active Growth ETFIRA$15,001 - $50,000JIREJPMorgan International Research Enhanced Equity ETFIRA$50,001 - $100,000JBNDJPMorgan Active Bond ETFIRA$50,001 - $100,000JAVAJPMorgan Active Value ETFIRA$15,001 - $50,000JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETFIRA$15,001 - $50,000BBINJPMorgan BetaBuilders International Equity ETFIRANoneBBUSJPMorgan BetaBuilders U.S. Equity ETFIRA$100,001 - $250,000BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETFIRANoneJCPBJPMorgan Core Plus Bond ETFIRA$50,001 - $100,000JGLOJPMorgan Global Select Equity ETFIRA$15,001 - $50,000JPIEJPMorgan Income ETFIRA$15,001 - $50,000JIVEJPMorgan International Value ETFIRA$15,001 - $50,000VIGVanguard Dividend Appreciation ETFIRA$1,001 - $15,000VYMIVanguard International High Dividend Yield ETFIRANoneESGDiShares ESG Aware MSCI EAFE ETFSpouse · Rollover IRA$1,001 - $15,000

Other reported assets (32)

  • M&T Bank Accounts$15,001 - $50,000
  • Mass Mutual Whole Life Policy$15,001 - $50,000
  • Saint Francis Hospital and Medical Center Pension Plan [PE] Hartford Healthcare 401k ⇒ American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX)SpouseUndetermined $15,001 - $50,000
  • Inherited Brokerage Account ⇒ iShares Gold Trust Shares (IAU)Spouse$1,001 - $15,000
  • Inherited Brokerage Account ⇒ Sweep AccountSpouse$1,001 - $15,000
  • Inherited IRA ⇒ BlackRock High Yield Portfolio - Institutional (BHYIX)Spouse$1,001 - $15,000
  • Inherited IRA ⇒ Causeway Emerging Markets Fund Insti Cl (CEMIX)Spouse$1,001 - $15,000
  • Inherited IRA ⇒ Cohen & Steers Preferred Securities and Income Fund Inc. Class I (CPXIX)Spouse$1,001 - $15,000
  • Inherited IRA ⇒ Cohen & Steers Real Estate Securities Fund, Inc. Class I (CSDIX)Spouse$1,001 - $15,000
  • Inherited IRA ⇒ Deposit Sweep AccountSpouse$1,001 - $15,000
  • Inherited IRA ⇒ High Income Fund - I Class (AHIIX)SpouseNone
  • Inherited IRA ⇒ Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y (LSFYX)SpouseNone
Show 20 more
  • Inherited IRA ⇒ T. Rowe Price Floating Rate Fund, Inc. (PRFRX)Spouse$1,001 - $15,000
  • Inherited IRA ⇒ Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX)Spouse$1,001 - $15,000
  • IRA ⇒ JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY)$1,001 - $15,000
  • IRA ⇒ JPMorgan International Growth ETF (JIG)$1,001 - $15,000
  • IRA ⇒ Sweep Account$15,001 - $50,000
  • Rollover IRA ⇒ AB Sustainable Global Thematic Fund - ADV (ATEYX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ Calvert Green Bond Fund Class I (CGBIX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ Calvert Income Fund Class I (CINCX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ Calvert US Large Cap ValueSpouseNone
  • Rollover IRA ⇒ Federated Hermes SDG Engagement Equity Fund IS Class (FHESX)Spouse$1,001 - $15,000
  • Rollover IRA ⇒ Federated Hermes SDG Engagement High Yield Credit Fund IS Class (FHHIX)Spouse$1,001 - $15,000
  • Rollover IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC)Spouse$1,001 - $15,000
  • Rollover IRA ⇒ Large Cap Equity Fund - I Class (AFEIX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ Mirova Global Megatrends Fund Class Y (ESGYX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ Sweep AccountSpouse$1,001 - $15,000
  • Rollover IRA ⇒ UBS Engage For Impact Fund Class P2 (EIPTX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ UBS International Sustainable Equity Fund Class P2 (ESPTX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ UBS Sustainable Development Bank Bond Fund Class P2 (UDBTX)Spouse$15,001 - $50,000
  • Rollover IRA ⇒ Victory Pioneer Global Equity Fund Class Y (PGSYX)Spouse$15,001 - $50,000
  • TR 403(b) ⇒ T. Rowe Price Retirement 2025Spouse$100,001 - $250,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Apr 5, 2022MFCMFCSale (Full)$1,001 - $15,000Apr 12, 20227 days
Mar 3, 2022PBCTPBCTSale (Full)$15,001 - $50,000Apr 12, 202240 days
Oct 16, 2020GCIIXGCIIXPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020FNGZXFNGZXPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020FCGAXFCGAXPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020FVADXFVADXPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020Franklin U.S. Core Bond ETFFLCBPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020TBCIXTBCIXSale (Full)$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020LSFYXLSFYXSale (Full)$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFSPTMSale (Full)$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020OMBIXOMBIXPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020Apple Inc.AAPLSale (Full)$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020TDADXTDADXPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020Franklin U.S. Large Cap Multifactor Index ETFFLQLPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020iShares U.S. Treasury Bond ETFGOVTPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020FLCOFLCOPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020WCMIXWCMIXSale (Full)$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020PIMIXPIMIXSale (Full)$15,001 - $50,000Nov 16, 202031 days
Oct 16, 2020Vanguard FTSE Emerging Markets ETFVWOPurchase$1,001 - $15,000Nov 16, 202031 days
Oct 16, 2020FSSAXFSSAXPurchase$1,001 - $15,000Nov 16, 202031 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.