Congressional Trades › Joe Courtney
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 115 trades classified
- Other31%
- Consumer20%
- Financials17%
- Technology13%
- Industrials10%
- Utilities3%
- Healthcare3%
- Energy2%
Other leads with 31% of trades36 trades · $386K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Apr 5, 2022filed Apr 12, 2022 |  MFCMANULIFE FINANCIAL CORP · Stock |
Sale | $1K – $15K | ↗ | … |
| Mar 3, 2022filed Apr 12, 2022 |  PBCTPeople's United Financial, Inc. · Stock |
Sale | $15K – $50K | ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 |  FLCOFranklin Liberty Investment grade Corporate ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetFranklin International growth Advisor Class | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 | FDFundFranklin growth Fund Advantage | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetWCM Focused International growth | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 |  VOOVanguard S&P 500 ETF · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetgoldman Sachs International Equity Insights | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetFederated MDT Small Cap growth | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 |  VWOVanguard FTSE Emerging Markets ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 |  VEAVanguard FTSE Developed Markets ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 |  AAPLApple Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetT Rowe Price blue Chip growth | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 |  SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetPimco FDS Income Institutional | Sale | $15K – $50K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetLoomis Sayles Senior Float Rate | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetJP Morgan Mortgage backed Securities | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 |  GOVTiShares U.S. Treasury bond ETF (gOVT) · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 | FDFundFranklin Small Cap Value Fund | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 | FDFundFranklin Small Cap growth Fund | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 |  FLQLFranklin LibertyQ U.S. Equity ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 16, 2020filed Nov 16, 2020 | ·Other assetTempleton Developing Markets Trust | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 16, 2020filed Nov 16, 2020 |  FLCBFranklin Liberty U.S. Core bond ETF (FLCb) · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  ESGUiShares ESg Aware MSCI USA ETF (ESgU) · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  BABAAlibaba Group Holding Ltd · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  ETEnergy Transfer LP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  FFORD MOTOR CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  DIVglobal X Super Dividend ETF · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 | MUMunicipal bondgoldman Sachs Dynamic Muni Income Fund | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 | FDFundHartford Core Equity Fund - HgIIX | Purchase | $15K – $50K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 |  TLTiShares 20+ Year Treasury Bond ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  IEFiShares 7-10 Year Treasury Bond ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  IEFAiShares Core MSCI EAFE ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  IVViShares Core S&P 500 ETF · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  IJRiShares Core S&P Small-Cap ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 | ·Other assetBlackrock Advantage Large Cap - MALRX | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 |  EVVEaton Vance Ltd Duration Income Fund · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 | FDFundBlackrock Technologies Opportunity Fund - BgSIX | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 | MUMunicipal bondBlackrock National Municipal Fund - MANLX | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 | MUMunicipal bondBlackrock High Yield Municipal Fund - MAYHX | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 | FDFundBlackrock Emerging Markets Fund - MADCX | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 |  DSUBLACKROCK DEBT STRATEGIES FUND, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  XSOEWisdomTree Emerging Markets Ex-State Owned Enterprises Fund · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  PUTWWisdomTree CBOE S&P 500 PutWrite Strategy Fund · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 | ·Other assetWCM Focused Int'l growth | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 |  VTIVanguard Total Stock Market ETF · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  VIGVanguard Div Appreciation ETF (VIg) · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  SRLNSPDR Blackstone gSO Senior Loan ETF · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  BTZBLACKROCK CREDIT ALLOCATION INCOME TRUST · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 | FDFundRivernorth Funds Doubleline Strategic Income | Sale | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 | MUMunicipal bondPimco Municipal Bond Fund - PMUPX | Purchase | $1K – $15K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 | ·Other assetPimco Investments Income Inst'l | Sale | $15K – $50K | Spouse · ↗ | — |
| Oct 9, 2020filed Nov 6, 2020 |  NTDOYNintendo Co Ltd ADR · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  IHIiShares U.S. Medical Devices ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  VLUEiShares MSCI USA Value Factor ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  USMViShares MSCI USA Min Vol Factor ETF · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  EFGiShares MSCI EAFE growth ETF (EFg) · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Oct 9, 2020filed Nov 6, 2020 |  IDViShares International Select Dividend ETF · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | AAPLApple Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  BLLball Corporation (bll) · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  ZTSZoetis Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetAb global bond | Sale | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  BLKBlackRock, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetbrown Advantage Sustainable growth | Purchase | $15K – $50K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetbrown Advantage Sustainable growth | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | FDFundCalvert Equity Fund | Purchase | $15K – $50K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetCalvert uS large Cap Value Responsible Index | Purchase | $15K – $50K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  COFCAPITAL ONE FINANCIAL CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  CVXCHEVRON CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  CSCOCISCO SYSTEMS, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  CCITIGROUP INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  STZCONSTELLATION BRANDS, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetAb High Income | Sale | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  COSTCOSTCO WHOLESALE CORP /NEW · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | FDFundCRA Qualified Investment Fund | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | FDFundCRA Qualified Investment Fund | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  DHRDANAHER CORP /DE/ · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetdelaware Corporate bond | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetdelaware Corporate bond | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetdelaware Small Cap Core | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | FDFunddelaware Small Cap Core Fund | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetFidelity Advisor Total bond | Sale | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  FISVFISERV INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  ABTABBOTT LABORATORIES · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetguggenheim Total Return | Sale | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  HLTHilton Worldwide Holdings Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  HDHOME DEPOT, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  HONHONEYWELL INTERNATIONAL INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetISH uSd High Yield Corporate bond | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetIShares MSCI EM ESg Optimized | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetIShares Trust MSCI EAFE ESg Optimized | Purchase | $15K – $50K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 | TTreasuryIShares uS Treasury bond | Purchase | $1K – $15K | Spouse · ↗ | — |
| Aug 7, 2020filed Aug 27, 2020 |  JPMJPMORGAN CHASE & CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  KDPKeurig Dr Pepper Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  GOOGLAlphabet Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  LMTLOCKHEED MARTIN CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  MCHPMICROCHIP TECHNOLOGY INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 |  NEENEXTERA ENERGY INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2020filed Aug 27, 2020 | ·Other assetNuveen ESg large Cap Value | Purchase | $15K – $50K | Spouse · ↗ | — |
The 100 most recently filed of 164 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/C001069.
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed May 14, 2026 · Filing ↗
$1.8MAssets disclosed · midpoint$806K to $2.8M
—Debts disclosednone listed
$1.8MAssets minus debts · midpoint$806K to $2.8M
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Joe Courtney reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Exchange-traded funds66 lines$1.1M
- Mutual funds22 lines$564K
- Bank accounts, money market accounts & CDs4 lines$81K
- Whole/universal life insurance1 line$33K
- IRA (held in cash)1 line$8K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| BBUS JPMorgan BetaBuilders U.S. Equity ETF (BBUS) | Exchange-traded funds | — | $100,001 - $250,000 |
| T. Rowe Price Retirement 2025 | Mutual funds | Spouse | $100,001 - $250,000 |
| JIRE J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity E… | Exchange-traded funds | — | $50,001 - $100,000 |
| JBND JPMorgan Active Bond ETF (JBND) | Exchange-traded funds | — | $50,001 - $100,000 |
| JCPB JPMorgan Core Plus Bond ETF (JCPB) | Exchange-traded funds | — | $50,001 - $100,000 |
| TFI State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| ATEYX AB Sustainable Global Thematic Fund - ADV (ATEYX) | Mutual funds | Spouse | $15,001 - $50,000 |
| RFDTX American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CGBIX Calvert Green Bond Fund Class I (CGBIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CINCX Calvert Income Fund Class I (CINCX) | Mutual funds | Spouse | $15,001 - $50,000 |
| IEFA iShares Core MSCI EAFE ETF (IEFA) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) | Exchange-traded funds | — | $15,001 - $50,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| AGG iShares Core U.S. Aggregate Bond ETF (AGG) | Exchange-traded funds | — | $15,001 - $50,000 |
| JGRO J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF (JGRO) | Exchange-traded funds | — | $15,001 - $50,000 |
| JAVA JPMorgan Active Value ETF (JAVA) | Exchange-traded funds | — | $15,001 - $50,000 |
| JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) | Exchange-traded funds | — | $15,001 - $50,000 |
| JGLO JPMorgan Global Select Equity ETF (JGLO) | Exchange-traded funds | — | $15,001 - $50,000 |
| JPIE JPMorgan Income ETF (JPIE) | Exchange-traded funds | — | $15,001 - $50,000 |
| JIVE JPMorgan International Value ETF (JIVE) | Exchange-traded funds | — | $15,001 - $50,000 |
| AFEIX Large Cap Equity Fund - I Class (AFEIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| M&T Bank Accounts | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| Mass Mutual Whole Life Policy | Whole/universal life insurance | — | $15,001 - $50,000 |
| ESGYX Mirova Global Megatrends Fund Class Y (ESGYX) | Mutual funds | Spouse | $15,001 - $50,000 |
| SCHA Schwab U.S. Small-Cap ETF (SCHA) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
Annual Financial Disclosures
Reports on file under Joe Courtney’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed May 14, 2026 · 95 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Annual · 2023House Clerk · filed May 13, 2024Filing ↗
- Annual · 2022House Clerk · filed May 9, 2023Filing ↗
- Annual · 2021House Clerk · filed May 13, 2022Filing ↗
- Annual · 2020House Clerk · filed Jul 30, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 5, 2020Filing ↗
- Annual · 2018House Clerk · filed May 10, 2019Filing ↗
- Annual · 2017House Clerk · filed May 15, 2018Filing ↗
- Annual · 2016House Clerk · filed May 4, 2017Filing ↗
- Annual · 2015House Clerk · filed May 10, 2016Filing ↗
Live Stock Portfolio
An estimate of what Joe Courtney holds now, rebuilt from every disclosed purchase and sale
Loading…
Proposed Legislation
Bills and resolutions Joe Courtney has sponsored
Loading…
Campaign Receipts
What Joe Courtney’s campaign committee raised and spent, quarter by quarter
Loading…
Outside Spending in Support
Committees that spent independently to support Joe Courtney’s election
Loading…
Where Donors Work
Employers named by the itemised individual donors to Joe Courtney’s campaign, totals by employer, never a person
Loading…
Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
Loading…
Outside Spending Against
Committees that spent independently against Joe Courtney
Loading…
Corporate Donors
PACs and other committees that contributed to Joe Courtney’s campaign
Loading…