Congressional disclosures

Joe Courtney

Democrat · House · Connecticut · District 2 · serving since 2007 · last filed 4 years ago

164
Transactions disclosed, all time
31d
Median delay from trade to disclosure
of the 45 day limit
13/7
Purchases and sales in the disclosures below
$1.7M
Disclosed volume, all time (est.)
$1.8M
Estimated net worth
A rounded estimate from disclosed ranges, priced to the market. Not a filed figure.

Recent disclosures

20 of 164 on record · Oct 9, 2020 to Apr 5, 2022
AssetTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
MFCFinancial ServicesStockSale$1,001 - $15,000+100.0%S&P +69.0% · vs S&P 500 +31.0%Apr 5, 2022Apr 12, 20227d
PBCTPEOPLE'S UNITED FINANCIAL, INC.Financial ServicesStockSale$15,001 - $50,000-6.6%S&P +3.9% · vs S&P 500 -10.5%Mar 3, 2022Apr 12, 202240d
WCM FOCUSED INTERNATIONAL GROWTHSpouseAs filed: WCMIXOtherSale$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
FRANKLIN INTERNATIONAL GROWTH ADVISOR CLASSSpouseAs filed: FNGZXOtherPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
FLCBFRANKLIN LIBERTY U.S. CORE BOND ETFSpouseFundPurchase$1,001 - $15,000-20.4%S&P +119.7% · vs S&P 500 -140.2%Oct 16, 2020Nov 16, 202031d
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSpouseFundSale$1,001 - $15,000+117.3%S&P +119.7% · vs S&P 500 -2.4%Oct 16, 2020Nov 16, 202031d
FRANKLIN SMALL CAP VALUE FUNDSpouseAs filed: FVADXFundPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
VWOVANGUARD FTSE EMERGING MARKETS ETFSpouseFundPurchase$1,001 - $15,000+36.1%S&P +119.7% · vs S&P 500 -83.7%Oct 16, 2020Nov 16, 202031d
FLQLFRANKLIN LIBERTYQ U.S. EQUITY ETFSpouseFundPurchase$1,001 - $15,000+117.7%S&P +119.7% · vs S&P 500 -2.1%Oct 16, 2020Nov 16, 202031d
PIMCO FDS INCOME INSTITUTIONALSpouseAs filed: PIMIXOtherSale$15,001 - $50,000n/aOct 16, 2020Nov 16, 202031d
GOVTISHARES U.S. TREASURY BOND ETFSpouseFundPurchase$1,001 - $15,000-19.9%S&P +119.7% · vs S&P 500 -139.6%Oct 16, 2020Nov 16, 202031d
FRANKLIN GROWTH FUND ADVANTAGESpouseAs filed: FCGAXFundPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
TEMPLETON DEVELOPING MARKETS TRUSTSpouseAs filed: TDADXOtherPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
FLCOFRANKLIN LIBERTY INVESTMENT GRADE CORPORATE ETFSpouseFundPurchase$1,001 - $15,000-22.5%S&P +119.7% · vs S&P 500 -142.2%Oct 16, 2020Nov 16, 202031d
GOLDMAN SACHS INTERNATIONAL EQUITY INSIGHTSSpouseAs filed: GCIIXOtherPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
FRANKLIN SMALL CAP GROWTH FUNDSpouseAs filed: FSSAXFundPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
JP MORGAN MORTGAGE BACKED SECURITIESSpouseAs filed: OMBIXOtherPurchase$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
LOOMIS SAYLES SENIOR FLOAT RATESpouseAs filed: LSFYXOtherSale$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
T ROWE PRICE BLUE CHIP GROWTHSpouseAs filed: TBCIXOtherSale$1,001 - $15,000n/aOct 16, 2020Nov 16, 202031d
VOOVANGUARD S&P 500 ETFSpouseFundPurchase$15,001 - $50,000+119.7%S&P +119.7% · vs S&P 500 0.0%Oct 16, 2020Nov 16, 202031d

Showing the 20 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the member's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.

Estimated portfolio

47 holdings · $1,000,001 - $5,000,000 in total · estimate, as of Sep 10, 2026
HoldingEstimated valueShare of portfolio
BBUS$100,001 - $250,000
JCPB$50,001 - $100,000
JBND$50,001 - $100,000
TFI$50,001 - $100,000
JEMA$15,001 - $50,000
JIVE$15,001 - $50,000
IEMG$15,001 - $50,000
SCHA$15,001 - $50,000
JAVA$15,001 - $50,000
IVV$15,001 - $50,000

The 10 largest of 47 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.

Year by year

buy volume against sale volume · range midpoints
$0$500K$1.0M2019 bought $272K2019 sold $020192020 bought $677K2020 sold $691K20202022 bought $02022 sold $41K2022
  • Bought
  • Sold

Disclosed volume per year the member traded, 2019 to 2022. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000.

Where the disclosed portfolio sits

by weight
  • Funds & ETFs60.5%
  • Other18.3%
  • Other positions21.2%
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Questions

How many stock trades has Joe Courtney disclosed?

Joe Courtney has disclosed 164 transactions under the STOCK Act. This page lists the 20 most recent, covering Oct 9, 2020 to Apr 5, 2022.

How long does Joe Courtney take to report a trade?

Across the disclosures shown here the median gap between the transaction and its publication is 31 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.

Which stocks does Joe Courtney trade most?

In the disclosures shown here the most frequent tickers are AAPL, BTZ, DSU, EFG, FLCB.

Which accounts do Joe Courtney's disclosures name?

Of the 20 disclosures shown, 18 name a spouse's account. 2 do not name an account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.

Where does the estimated net worth on this page come from?

It is an estimate produced by a model, not a figure the member disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement of anyone's wealth. The methodology page sets out how it is built and what it leaves out.

How have the stocks moved since Joe Courtney's trades?

Across the 9 priced rows shown, the median stock move from the trade date to the latest close we hold (Sep 10, 2026) is +36.1%. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 11 of the rows shown have no market price.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page.

Data as of Sep 10, 2026.

Most traded tickers

in the disclosures shown
  • AAPL1
  • BTZ1
  • DSU1
  • EFG1
  • FLCB1
  • FLCO1
  • FLQL1
  • GOVT1

Other members who file

Connecticut, then the House

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