Joe Courtney (House) disclosed 21 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2020-10-16 · buy | Franklin Small Cap Value Fund — $1,001 - $15,000 |
| 2020-10-16 · buy | Franklin Small Cap growth Fund — $1,001 - $15,000 |
| 2020-10-16 · buy | Franklin LibertyQ U.S. Equity ETF — $1,001 - $15,000 |
| 2020-10-16 · buy | Franklin Liberty U.S. Core bond ETF (FLCb) — $1,001 - $15,000 |
| 2020-10-16 · buy | Franklin Liberty Investment grade Corporate ETF — $1,001 - $15,000 |
| 2020-10-16 · buy | Franklin International growth Advisor Class — $1,001 - $15,000 |
| 2020-10-16 · buy | Franklin growth Fund Advantage — $1,001 - $15,000 |
| 2020-10-16 · sell | WCM Focused International growth — $1,001 - $15,000 |
| 2020-10-16 · buy | Vanguard S&P 500 ETF — $15,001 - $50,000 |
| 2020-10-16 · sell | Federated MDT Small Cap growth — $1,001 - $15,000 |
| 2020-10-16 · buy | Vanguard FTSE Emerging Markets ETF — $1,001 - $15,000 |
| 2020-10-16 · buy | Vanguard FTSE Developed Markets ETF — $1,001 - $15,000 |
| 2020-10-16 · buy | Templeton Developing Markets Trust — $1,001 - $15,000 |
| 2020-10-16 · sell | T Rowe Price blue Chip growth — $1,001 - $15,000 |
| 2020-10-16 · sell | SPDR Portfolio S&P 1500 Composite Stock Market ETF — $1,001 - $15,000 |
| 2020-10-16 · sell | Pimco FDS Income Institutional — $15,001 - $50,000 |
| 2020-10-16 · sell | Loomis Sayles Senior Float Rate — $1,001 - $15,000 |
| 2020-10-16 · buy | JP Morgan Mortgage backed Securities — $1,001 - $15,000 |
| 2020-10-16 · buy | iShares U.S. Treasury bond ETF (gOVT) — $1,001 - $15,000 |
| 2020-10-16 · buy | goldman Sachs International Equity Insights — $1,001 - $15,000 |
| 2020-10-16 · sell | Apple Inc. — $1,001 - $15,000 |
The complete record
| owner | Spouse |
| party | Democrat |
| state | CT |
| office | Courtney, Joe (Representative) |
| ptr id | 20017685 |
| chamber | house |
| comment | — |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf |
| bioguide id | C001069 |
| data source | HOUSE_CLERK_PTR |
| member last | Courtney |
| member name | Joe Courtney |
| member first | Joe |
| state district | CT02 |
| disclosure date | 2020-11-16 |
| transaction date | 2020-10-16 |
| reporting lag days | 22 |
| transaction nature | OPEN_MARKET |
Each transaction (21)
| id | ticker | amount max | amount min | asset name | asset type | amount range | transaction type |
|---|---|---|---|---|---|---|---|
| house-20017685-9 | — | 15000 | 1001 | Franklin Small Cap Value Fund | OT | $1,001 - $15,000 | buy |
| house-20017685-8 | — | 15000 | 1001 | Franklin Small Cap growth Fund | OT | $1,001 - $15,000 | buy |
| house-20017685-7 | FLQL | 15000 | 1001 | Franklin LibertyQ U.S. Equity ETF | ST | $1,001 - $15,000 | buy |
| house-20017685-6 | FLCB | 15000 | 1001 | Franklin Liberty U.S. Core bond ETF (FLCb) | ST | $1,001 - $15,000 | buy |
| house-20017685-5 | FLCO | 15000 | 1001 | Franklin Liberty Investment grade Corporate ETF | ST | $1,001 - $15,000 | buy |
| house-20017685-4 | — | 15000 | 1001 | Franklin International growth Advisor Class | OT | $1,001 - $15,000 | buy |
| house-20017685-3 | — | 15000 | 1001 | Franklin growth Fund Advantage | OT | $1,001 - $15,000 | buy |
| house-20017685-21 | — | 15000 | 1001 | WCM Focused International growth | OT | $1,001 - $15,000 | sell |
| house-20017685-20 | VOO | 50000 | 15001 | Vanguard S&P 500 ETF | ST | $15,001 - $50,000 | buy |
| house-20017685-2 | — | 15000 | 1001 | Federated MDT Small Cap growth | OT | $1,001 - $15,000 | sell |
| house-20017685-19 | VWO | 15000 | 1001 | Vanguard FTSE Emerging Markets ETF | ST | $1,001 - $15,000 | buy |
| house-20017685-18 | VEA | 15000 | 1001 | Vanguard FTSE Developed Markets ETF | ST | $1,001 - $15,000 | buy |
| house-20017685-17 | — | 15000 | 1001 | Templeton Developing Markets Trust | OT | $1,001 - $15,000 | buy |
| house-20017685-16 | — | 15000 | 1001 | T Rowe Price blue Chip growth | OT | $1,001 - $15,000 | sell |
| house-20017685-15 | SPTM | 15000 | 1001 | SPDR Portfolio S&P 1500 Composite Stock Market ETF | ST | $1,001 - $15,000 | sell |
| house-20017685-14 | — | 50000 | 15001 | Pimco FDS Income Institutional | OT | $15,001 - $50,000 | sell |
| house-20017685-13 | — | 15000 | 1001 | Loomis Sayles Senior Float Rate | OT | $1,001 - $15,000 | sell |
| house-20017685-12 | — | 15000 | 1001 | JP Morgan Mortgage backed Securities | OT | $1,001 - $15,000 | buy |
| house-20017685-11 | GOVT | 15000 | 1001 | iShares U.S. Treasury bond ETF (gOVT) | ST | $1,001 - $15,000 | buy |
| house-20017685-10 | — | 15000 | 1001 | goldman Sachs International Equity Insights | OT | $1,001 - $15,000 | buy |
| house-20017685-1 | AAPL | 15000 | 1001 | Apple Inc. | ST | $1,001 - $15,000 | sell |
