Joe Courtney — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| M&T Bank Accounts | $15,001 - $50,000 · None |
| Mass Mutual Whole Life Policy | $15,001 - $50,000 · None |
| Saint Francis Hospital and Medical Center Pension Plan | Undetermined · Distribution · $5,001 - $15,000 |
| American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX) | $15,001 - $50,000 · Tax-Deferred |
| Invesco National AMT-Free Municipal Bond ETFo (PZA) | None · Dividends · $1 - $200 |
| iShares 0-3 Month Treasury Bond ETF (SGOV) | $1,001 - $15,000 · Dividends · $1 - $200 |
| iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 · Capital Gains, Dividends · $201 - $1,000 |
| iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| iShares Gold Trust Shares (IAU) | $1,001 - $15,000 · Dividends · None |
| iShares MBS ETF (MBB) | $1,001 - $15,000 · Interest · $1 - $200 |
| iShares MSCI EAFE Growth ETF (EFG) | None · Dividends · $1 - $200 |
| iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| iShares MSCI Emerging Markets ex China ETF (EMXC) | None · Dividends · $1 - $200 |
| iShares MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| iShares National Muni Bond ETF (MUB) | $1 - $1,000 · Dividends · $1 - $200 |
| iShares S&P 100 ETF (OEF) | $1,001 - $15,000 · Dividends · $1 - $200 |
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 · Dividends · $1 - $200 |
| iShares Short-Term National Muni Bond ETF (SUB) | $1,001 - $15,000 · Dividends · $1 - $200 |
| iShares U.S. Equity Factor Rotation Active ETF (DYNF) | None · Dividends · $1 - $200 |
| Materials Select Sector SPDR (XLB) | None · Dividends · $1 - $200 |
| Schwab U.S. Small-Cap ETF (SCHA) | $15,001 - $50,000 · Capital Gains, Dividends · $1,001 - $2,500 |
| SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM) | $1,001 - $15,000 · Interest · $1 - $200 |
| SPDR Select Sector Fund - Consumer Staples (XLP) | None · Dividends · $1 - $200 |
| SPDR Select Sector Fund - Energy Select Sector (XLE) | None · Dividends · $1 - $200 |
| SPDR Select Sector Fund - Financial (XLF) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| SPDR Select Sector Fund - Health Care (XLV) | None · Dividends · $1 - $200 |
| SPDR Select Sector Fund - Utilities (XLU) | None · Dividends · $1 - $200 |
| State Street Communication Services Select Sector SPDR ETF (XLC) | $1,001 - $15,000 · Dividends · None |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | $1,001 - $15,000 · Capital Gains · $201 - $1,000 |
| State Street Industrial Select Sector SPDR ETF (XLI) | $1,001 - $15,000 · Dividends · None |
| State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| State Street Technology Select Sector SPDR ETF (XLK) | $1,001 - $15,000 · Dividends · $1 - $200 |
| Sweep Account | $1,001 - $15,000 · Interest · None |
| Vanguard Mid-Cap ETF (VO) | $1,001 - $15,000 · Dividends · None |
| Vanguard Russell 1000 Growth ETF (VONG) | $1,001 - $15,000 · Dividends · None |
| Vanguard Russell 2000 ETF (VTWO) | None · Dividends · $1 - $200 |
| Vanguard Short-Term Bond ETF (BSV) | $1,001 - $15,000 · Dividends · None |
| Vanguard Utilities ETF (VPU) | $1,001 - $15,000 · Dividends · $1 - $200 |
| BlackRock High Yield Portfolio - Institutional (BHYIX) | $1,001 - $15,000 · Tax-Deferred |
| … | 55 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | CT |
| office | Representative, CT-02 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10076814 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10076814.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 95 |
| bioguide id | C001069 |
| filing date | 2026-05-14 |
| filing year | 2025 |
| member last | Courtney |
| member name | Joe Courtney |
| report type | Annual |
| member first | Joe |
| content parsed | true |
| report subtype | Annual Report |
| state district | 02 |
| liability count | 0 |
assets (95)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | M&T Bank Accounts | BA | 1 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Mass Mutual Whole Life Policy | WU | 2 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Saint Francis Hospital and Medical Center Pension Plan | PE | 3 | — | Distribution | Undetermined | $5,001 - $15,000 | — |
| SP | — | — | American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX) | MF | 4 | This asset was inadvertently omitted from prior reports | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Invesco National AMT-Free Municipal Bond ETFo (PZA) | EF | 5 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | iShares 0-3 Month Treasury Bond ETF (SGOV) | EF | 6 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | iShares 20+ Year Treasury Bond ETF (TLT) | EF | 7 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 8 | — | Capital Gains, Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | iShares Core S&P 500 ETF (IVV) | EF | 9 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| SP | — | — | iShares Gold Trust Shares (IAU) | EF | 10 | — | Dividends | $1,001 - $15,000 | None | — |
| SP | — | — | iShares MBS ETF (MBB) | EF | 11 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | iShares MSCI EAFE Growth ETF (EFG) | EF | 12 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | iShares MSCI EAFE Value ETF (EFV) | EF | 13 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | iShares MSCI Emerging Markets ex China ETF (EMXC) | EF | 14 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | iShares MSCI USA Quality Factor ETF (QUAL) | EF | 15 | — | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | iShares National Muni Bond ETF (MUB) | EF | 16 | — | Dividends | $1 - $1,000 | $1 - $200 | — |
| SP | — | — | iShares S&P 100 ETF (OEF) | EF | 17 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | iShares S&P 500 Growth ETF (IVW) | EF | 18 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | iShares Short-Term National Muni Bond ETF (SUB) | EF | 19 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | iShares U.S. Equity Factor Rotation Active ETF (DYNF) | EF | 20 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | Materials Select Sector SPDR (XLB) | EF | 21 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | Schwab U.S. Small-Cap ETF (SCHA) | EF | 22 | — | Capital Gains, Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| SP | — | — | SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM) | EF | 23 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | SPDR Select Sector Fund - Consumer Staples (XLP) | EF | 24 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | SPDR Select Sector Fund - Energy Select Sector (XLE) | EF | 25 | Asset sold below reportable transaction threshold. | Dividends | None | $1 - $200 | — |
| SP | — | — | SPDR Select Sector Fund - Financial (XLF) | EF | 26 | — | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 27 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | SPDR Select Sector Fund - Utilities (XLU) | EF | 28 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | State Street Communication Services Select Sector SPDR ETF (XLC) | EF | 29 | — | Dividends | $1,001 - $15,000 | None | — |
| SP | — | — | State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | EF | 30 | — | Capital Gains | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | State Street Industrial Select Sector SPDR ETF (XLI) | EF | 31 | — | Dividends | $1,001 - $15,000 | None | — |
| SP | — | — | State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) | EF | 32 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| SP | — | — | State Street Technology Select Sector SPDR ETF (XLK) | EF | 33 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | Sweep Account | IH | 34 | — | Interest | $1,001 - $15,000 | None | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 35 | — | Dividends | $1,001 - $15,000 | None | — |
| SP | — | — | Vanguard Russell 1000 Growth ETF (VONG) | EF | 36 | — | Dividends | $1,001 - $15,000 | None | — |
| SP | — | — | Vanguard Russell 2000 ETF (VTWO) | EF | 37 | — | Dividends | None | $1 - $200 | — |
| SP | — | — | Vanguard Short-Term Bond ETF (BSV) | EF | 38 | — | Dividends | $1,001 - $15,000 | None | — |
| SP | — | — | Vanguard Utilities ETF (VPU) | EF | 39 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | BlackRock High Yield Portfolio - Institutional (BHYIX) | MF | 40 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Causeway Emerging Markets Fund Insti Cl (CEMIX) | MF | 41 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Cohen & Steers Preferred Securities and Income Fund Inc. Class I (CPXIX) | MF | 42 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Cohen & Steers Real Estate Securities Fund, Inc. Class I (CSDIX) | MF | 43 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Deposit Sweep Account | BA | 44 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Global X MLP ETF (MLPA) | EF | 45 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | High Income Fund - I Class (AHIIX) | MF | 46 | — | Tax-Deferred | None | — | — |
| SP | — | — | Invesco Preferred ETF (PGX) | EF | 47 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco RAFI Developed Markets ex-U.S. ETF (PXF) | EF | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco Senior Loan ETF (BKLN) | EF | 49 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares 20+ Year Treasury Bond ETF (TLT) | EF | 50 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares International Select Dividend ETF (IDV) | EF | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF | 52 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y (LSFYX) | MF | 53 | — | Tax-Deferred | None | — | — |
| SP | — | — | Schwab US Dividend Equity ETF (SCHD) | EF | 54 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | T. Rowe Price Floating Rate Fund, Inc. (PRFRX) | MF | 55 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) | MF | 56 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard High Dividend Yield ETF (VYM) | EF | 57 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard International High Dividend Yield ETF (VYMI) | EF | 58 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Total World Stock Index ETF (VT) | EF | 59 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares 10-20 Year Treasury Bond ETF (TLH) | EF | 60 | — | Tax-Deferred | None | — | — |
| — | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 61 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | iShares Core U.S. Aggregate Bond ETF (AGG) | EF | 62 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF (JGRO) | EF | 63 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) | EF | 64 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | JPMorgan Active Bond ETF (JBND) | EF | 65 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | JPMorgan Active Value ETF (JAVA) | EF | 66 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) | EF | 67 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan BetaBuilders International Equity ETF (BBIN) | EF | 68 | — | Tax-Deferred | None | — | — |
| — | — | — | JPMorgan BetaBuilders U.S. Equity ETF (BBUS) | EF | 69 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) | EF | 70 | — | Tax-Deferred | None | — | — |
| — | — | — | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) | EF | 71 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JPMorgan Core Plus Bond ETF (JCPB) | EF | 72 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | JPMorgan Global Select Equity ETF (JGLO) | EF | 73 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan Income ETF (JPIE) | EF | 74 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan International Growth ETF (JIG) | EF | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JPMorgan International Value ETF (JIVE) | EF | 76 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Sweep Account | BA | 77 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Div Appreciation ETF (VIG) | EF | 78 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard International High Dividend Yield ETF (VYMI) | EF | 79 | — | Tax-Deferred | None | — | — |
| SP | — | — | AB Sustainable Global Thematic Fund - ADV (ATEYX) | MF | 80 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Calvert Green Bond Fund Class I (CGBIX) | MF | 81 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Calvert Income Fund Class I (CINCX) | MF | 82 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Calvert US Large Cap Value | MF | 83 | — | Tax-Deferred | None | — | — |
| SP | — | — | Federated Hermes SDG Engagement Equity Fund IS Class (FHESX) | MF | 84 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Federated Hermes SDG Engagement High Yield Credit Fund IS Class (FHHIX) | MF | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares ESG Aware MSCI EAFE ETF (ESGD) | EF | 86 | Listed on prior reports as IShares Inc IShares ESG | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares ESG Aware USD Corporate Bond ETF (SUSC) | EF | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Large Cap Equity Fund - I Class (AFEIX) | MF | 88 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Mirova Global Megatrends Fund Class Y (ESGYX) | MF | 89 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Sweep Account | BA | 90 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | UBS Engage For Impact Fund Class P2 (EIPTX) | MF | 91 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | UBS International Sustainable Equity Fund Class P2 (ESPTX) | MF | 92 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | UBS Sustainable Development Bank Bond Fund Class P2 (UDBTX) | MF | 93 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Victory Pioneer Global Equity Fund Class Y (PGSYX) | MF | 94 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | T. Rowe Price Retirement 2025 | MF | 95 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
liabilities (0)
None listed.