Congressional disclosures
Joe Courtney
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Recent disclosures
20 of 164 on record · traded Oct 16, 2020 to Apr 5, 2022Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Asset | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| MFCFinancial Services | Stock | Sale | $1,001 - $15,000 | +106.2%After the saleS&P 500 +68.5% · +37.7 pts vs S&P 500 | Apr 5, 2022 | Apr 12, 2022 | 7d |
| PBCTPEOPLE'S UNITED FINANCIAL, INC.Financial Services | Stock | Sale | $15,001 - $50,000 | -6.6%After the saleS&P 500 +3.9% · -10.5 pts vs S&P 500Price history ends Apr 1, 2022 | Mar 3, 2022 | Apr 12, 2022 | 40d |
| AAPLSpouseTechnology | Stock | Sale | $1,001 - $15,000 | +192.2%After the saleS&P 500 +119.0% · +73.2 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FRANKLIN SMALL CAP VALUE FUNDSpouseAs filed: FVADX | Fund | Purchase | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| GOVTISHARES U.S. TREASURY BOND ETFSpouse | Fund | Purchase | $1,001 - $15,000 | -20.2%S&P 500 +119.0% · -139.2 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| VWOVANGUARD FTSE EMERGING MARKETS ETFSpouse | Fund | Purchase | $1,001 - $15,000 | +27.1%S&P 500 +119.0% · -91.9 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| PIMCO FDS INCOME INSTITUTIONALSpouseAs filed: PIMIX | Other | Sale | $15,001 - $50,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FLCBFRANKLIN LIBERTY U.S. CORE BOND ETFSpouse | Fund | Purchase | $1,001 - $15,000 | -21.2%S&P 500 +119.0% · -140.2 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| TEMPLETON DEVELOPING MARKETS TRUSTSpouseAs filed: TDADX | Other | Purchase | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSpouse | Fund | Sale | $1,001 - $15,000 | +116.2%After the saleS&P 500 +119.0% · -2.8 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| LOOMIS SAYLES SENIOR FLOAT RATESpouseAs filed: LSFYX | Other | Sale | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| VOOVANGUARD S&P 500 ETFSpouse | Fund | Purchase | $15,001 - $50,000 | +119.0%S&P 500 +119.0% · 0.0 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| VEAVANGUARD FTSE DEVELOPED MARKETS ETFSpouse | Fund | Purchase | $1,001 - $15,000 | +66.2%S&P 500 +119.0% · -52.8 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
| WCM FOCUSED INTERNATIONAL GROWTHSpouseAs filed: WCMIX | Other | Sale | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FRANKLIN GROWTH FUND ADVANTAGESpouseAs filed: FCGAX | Fund | Purchase | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FEDERATED MDT SMALL CAP GROWTHSpouseAs filed: QISCX | Other | Sale | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FRANKLIN INTERNATIONAL GROWTH ADVISOR CLASSSpouseAs filed: FNGZX | Other | Purchase | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FRANKLIN SMALL CAP GROWTH FUNDSpouseAs filed: FSSAX | Fund | Purchase | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| JP MORGAN MORTGAGE BACKED SECURITIESSpouseAs filed: OMBIX | Other | Purchase | $1,001 - $15,000 | n/a | Oct 16, 2020 | Nov 16, 2020 | 31d |
| FLQLFRANKLIN LIBERTYQ U.S. EQUITY ETFSpouse | Fund | Purchase | $1,001 - $15,000 | +113.5%S&P 500 +119.0% · -5.5 pts vs S&P 500 | Oct 16, 2020 | Nov 16, 2020 | 31d |
No disclosures of that kind among the 20 rows shown.
Showing the 20 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Joe Courtney's trades in the browser, every line of every report.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.
Estimated portfolio
47 holdings · $1,000,001 - $5,000,000 in total · estimate, as of Oct 25, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| BBUS | $100,001 - $250,000 | |
| JBND | $50,001 - $100,000 | |
| JCPB | $50,001 - $100,000 | |
| TFI | $50,001 - $100,000 | |
| JIVE | $15,001 - $50,000 | |
| JEMA | $15,001 - $50,000 | |
| JAVA | $15,001 - $50,000 | |
| SCHA | $15,001 - $50,000 | |
| IVV | $15,001 - $50,000 | |
| IEMG | $15,001 - $50,000 |
The 10 largest of 47 estimated holdings of $1,000 or more; 1 smaller position makes up under 0.1% of the total. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.
Year by year
buy volume against sale and exchange volume · range midpoints- 2022
- 2021
- 2020
- 2019
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. The sale side also counts exchanges, including shares received in a spin-off or merger.
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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 16, 2020 to Apr 5, 2022.
How long does Joe Courtney take to report a trade?
For trades made from Dec 2019 to Apr 2022, the median gap between a trade and its disclosure is 28 days. The STOCK Act allows up to 45.
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?
A model's estimate, not a figure the member filed. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure 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 (figures as of Oct 26, 2026) is +106.2%. 1 row whose price history ends earlier is left out of it. 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. 10 of the rows shown have no figure in our data.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
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. How these reports work is explained in our guide to STOCK Act reports.
Data as of Oct 26, 2026.