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Joe Courtney stock trades & portfolio tracker

Every trade Joe Courtney (CT02) has disclosed in Periodic Transaction Reports to the House Clerk, including spouse and dependent-child accounts. Most traded: NEE, C, ZTS, WMT, V, TFC, TMO, SHW.

164disclosed transactions
91 / 73buys / sales
70average days to disclose
Apr 12, 2022latest filing

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All disclosed trades

FiledTradedAssetTypeAmountOwnerDelay
Apr 12, 2022Apr 5, 2022MFCsale$1,001 - $15,000self7d
Apr 12, 2022Mar 3, 2022PBCTsale$15,001 - $50,000self40d
Nov 16, 2020Oct 16, 2020WCM Focused International d e f g growthsale$1,001 - $15,000 cspouse31d
Nov 16, 2020Oct 16, 2020VOOpurchase$15,001 - cspouse31d
Nov 16, 2020Oct 16, 2020VWOpurchase$1,001 - $15,000 espouse31d
Nov 16, 2020Oct 16, 2020VEApurchase$1,001 - $15,000 gspouse31d
Nov 16, 2020Oct 16, 2020Templeton Developing Markets f e c d Trustpurchase$1,001 - $15,000 gspouse31d
Nov 16, 2020Oct 16, 2020T Rowe Price blue Chip growth f e d csale$1,001 - $15,000 gspouse31d
Nov 16, 2020Oct 16, 2020SPTMsale$1,001 - $15,000 espouse31d
Nov 16, 2020Oct 16, 2020Pimco FDS Income Institutional g d c f $50,000sale$15,001 - espouse31d
Nov 16, 2020Oct 16, 2020Loomis Sayles Senior Float Rate c d e fsale$1,001 - $15,000 gspouse31d
Nov 16, 2020Oct 16, 2020JP Morgan Mortgage backed c d e g Securitiespurchase$1,001 - $15,000 fspouse31d
Nov 16, 2020Oct 16, 2020iShares U.S. Treasury bond ETF f e d c (gOVT)purchase$1,001 - $15,000 gspouse31d
Nov 16, 2020Oct 16, 2020goldman Sachs International c d g e Equity Insightspurchase$1,001 - $15,000 fspouse31d
Nov 16, 2020Oct 16, 2020Franklin Small Cap Value Fund d e f gpurchase$1,001 - $15,000 cspouse31d
Nov 16, 2020Oct 16, 2020Franklin Small Cap growth Fund d e f gpurchase$1,001 - $15,000 cspouse31d
Nov 16, 2020Oct 16, 2020FLQLpurchase$1,001 - $15,000 dspouse31d
Nov 16, 2020Oct 16, 2020Franklin Liberty U.S. Core bond d e f g ETF (FLCb)purchase$1,001 - $15,000 cspouse31d
Nov 16, 2020Oct 16, 2020FLCOpurchase$1,001 - $15,000 fspouse31d
Nov 16, 2020Oct 16, 2020Franklin International growth g f e d Advisor Classpurchase$1,001 - $15,000 cspouse31d
Nov 16, 2020Oct 16, 2020Franklin growth Fund Advantage f e d cpurchase$1,001 - $15,000 gspouse31d
Nov 16, 2020Oct 16, 2020Federated MDT Small Cap growth e d c gsale$1,001 - $15,000 fspouse31d
Nov 16, 2020Oct 16, 2020AAPLsale$1,001 - $15,000 gspouse31d
Nov 6, 2020Oct 9, 2020XSOEpurchase$1,001 - $15,000 fspouse28d
Nov 6, 2020Oct 9, 2020PUTWsale$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020WCM Focused Int'l growth f e d csale$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020VTIsale$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020Vanguard Div Appreciation ETF f e d c (VIg)sale$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020SRLNsale$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020Rivernorth Funds Doubleline c d e g Strategic Incomesale$1,001 - $15,000 fspouse28d
Nov 6, 2020Oct 9, 2020Pimco Municipal Bond Fund - f e d c PMUPXpurchase$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020Pimco Investments Income Inst'l c d e g $50,000sale$15,001 - fspouse28d
Nov 6, 2020Oct 9, 2020NTDOYsale$15,001 - fspouse28d
Nov 6, 2020Oct 9, 2020IHIpurchase$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020VLUEpurchase$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020USMVpurchase$1,001 - $15,000 fspouse28d
Nov 6, 2020Oct 9, 2020iShares MSCI EAFE growth ETF d e f g (EFg)purchase$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020IDVsale$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020iShares ESg Aware MSCI USA d e f g ETF (ESgU)purchase$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020IJRpurchase$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020IVVpurchase$15,001 - gspouse28d
Nov 6, 2020Oct 9, 2020IEFApurchase$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020IEFpurchase$1,001 - $15,000 espouse28d
Nov 6, 2020Oct 9, 2020TLTpurchase$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020Hartford Core Equity Fund - d e f g HgIIX $50,000purchase$15,001 - cspouse28d
Nov 6, 2020Oct 9, 2020goldman Sachs Dynamic Muni d e f g Income Fundsale$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020DIVsale$1,001 - $15,000 dspouse28d
Nov 6, 2020Oct 9, 2020Fsale$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020ETsale$1,001 - $15,000 fspouse28d
Nov 6, 2020Oct 9, 2020EVVsale$1,001 - $15,000 espouse28d
Nov 6, 2020Oct 9, 2020Blackrock Technologies f e d c Opportunity Fund - BgSIXpurchase$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020Blackrock National Municipal d e f g Fund - MANLXpurchase$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020Blackrock High Yield Municipal f e c d Fund - MAYHXpurchase$1,001 - $15,000 gspouse28d
Nov 6, 2020Oct 9, 2020Blackrock Emerging Markets Fund g f e c - MADCXpurchase$1,001 - $15,000 dspouse28d
Nov 6, 2020Oct 9, 2020DSUsale$1,001 - $15,000 cspouse28d
Nov 6, 2020Oct 9, 2020BTZsale$1,001 - $15,000 espouse28d
Nov 6, 2020Oct 9, 2020Blackrock Advantage Large Cap - g e d c MALRXpurchase$1,001 - $15,000 fspouse28d
Nov 6, 2020Oct 9, 2020BABAsale$15,001 - fspouse28d
Aug 27, 2020Aug 7, 2020ZTSsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020Walt disney Company (dIS) g f d csale$1,001 - $15,000 espouse20d
Aug 27, 2020Aug 7, 2020WMTsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020Vsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020Vanguard Total International g e d c bondpurchase$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020union Pacific Corporation (uNP) f e c dsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020TFCsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020TIAA-CREF Impact bond c e f g $50,000purchase$15,001 - dspouse20d
Aug 27, 2020Aug 7, 2020TIAA-CREF Core Impact bond c d f gpurchase$1,001 - $15,000 espouse20d
Aug 27, 2020Aug 7, 2020TMOsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020SPdR bloomberg barclays 1-3 e g f c month T-billpurchase$1,001 - $15,000 dspouse20d
Aug 27, 2020Aug 7, 2020SHWsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020ROSTsale$1,001 - $15,000 dspouse20d
Aug 27, 2020Aug 7, 2020Prologis, Inc. (Pld) d e f gsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020Pimco Income Fund c d e gsale$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020PEPsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020Nuveen ESg large Cap Value c d e f $50,000purchase$15,001 - gspouse20d
Aug 27, 2020Aug 7, 2020NEEsale$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020MSFTsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020MCHPsale$1,001 - $15,000 espouse20d
Aug 27, 2020Aug 7, 2020lockheed Martin Corporation d e f g (lMT)sale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020Keurig dr Pepper Inc. (KdP) g f e csale$1,001 - $15,000 dspouse20d
Aug 27, 2020Aug 7, 2020JPMsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020IShares uS Treasury bond c d e gpurchase$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020IShares Trust MSCI EAFE ESg c e f g Optimized $50,000purchase$15,001 - dspouse20d
Aug 27, 2020Aug 7, 2020IShares MSCI EM ESg Optimized c d e fpurchase$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020ISH uSd High Yield Corporate f e d c bondpurchase$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020HONsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020Home depot, Inc. (Hd) c d e fsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020Hilton Worldwide Holdings Inc. d e f g (HlT)sale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020guggenheim Total Return d e f gsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020FISVsale$1,001 - $15,000 dspouse20d
Aug 27, 2020Aug 7, 2020Fidelity Advisor Total bond c d f gsale$1,001 - $15,000 espouse20d
Aug 27, 2020Aug 7, 2020delaware Small Cap Core Fund f e d cpurchase$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020delaware Small Cap Core g e d cpurchase$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020delaware Corporate bond g f e cpurchase$1,001 - $15,000 dspouse20d
Aug 27, 2020Aug 7, 2020delaware Corporate bond f e d cpurchase$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020danaher Corporation (dHR) f d c esale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020CRA Qualified Investment Fund c d e gpurchase$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020CRA Qualified Investment Fund c d f gpurchase$1,001 - $15,000 espouse20d
Aug 27, 2020Aug 7, 2020COSTsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020STZsale$1,001 - $15,000 espouse20d
Aug 27, 2020Aug 7, 2020Csale$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020CSCOsale$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020CVXsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020COFsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020Calvert uS large Cap Value c d e g Responsible Index $50,000purchase$15,001 - fspouse20d
Aug 27, 2020Aug 7, 2020Calvert Equity Fund d e f g $50,000purchase$15,001 - cspouse20d
Aug 27, 2020Aug 7, 2020brown Advantage Sustainable d e f g growthpurchase$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020brown Advantage Sustainable g f e c growth $50,000purchase$15,001 - dspouse20d
Aug 27, 2020Aug 7, 2020blackRock, Inc. (blK) g e d csale$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020ball Corporation (bll) g c e dsale$1,001 - $15,000 fspouse20d
Aug 27, 2020Aug 7, 2020Apple Inc. (AAPl) d e f gsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020ANTMsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020AMTsale$1,001 - $15,000 cspouse20d
Aug 27, 2020Aug 7, 2020AMZNsale$15,001 - cspouse20d
Aug 27, 2020Aug 7, 2020Alphabet Inc. - Class A (gOOgl) f e d csale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020Abbott laboratories (AbT) c f e dsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020Ab High Income f e c dsale$1,001 - $15,000 gspouse20d
Aug 27, 2020Aug 7, 2020Ab global bond g f e dsale$1,001 - $15,000 cspouse20d
Jul 29, 2020Jun 2, 2020Chubb limited (Cb) c e f gsale$1,001 - $15,000 dspouse57d
Jul 29, 2020May 13, 2020CVXpurchase$1,001 - $15,000 fspouse77d
Jul 29, 2020May 1, 2020TOTsale$1,001 - $15,000 dspouse89d
Jul 29, 2020May 1, 2020FISVpurchase$1,001 - $15,000 dspouse89d
Jul 29, 2020May 1, 2020ball Corporation (bll) f e d cpurchase$1,001 - $15,000 gspouse89d
Jul 29, 2020Mar 27, 2020Hilton Worldwide Holdings Inc. d e f g (HlT)purchase$1,001 - $15,000 cspouse124d
Jul 29, 2020Mar 25, 2020Keurig dr Pepper Inc. (KdP) d e f gpartial sale$1,001 - $15,000 cspouse126d
Jul 29, 2020Mar 18, 2020SYYsale$1,001 - $15,000 gspouse133d
Jul 29, 2020Mar 18, 2020PEPpurchase$1,001 - $15,000 gspouse133d
Jul 29, 2020Feb 10, 2020NEEpartial sale$1,001 - $15,000 espouse170d
Jul 29, 2020Feb 10, 2020Cpurchase$1,001 - $15,000 fspouse170d
Jul 29, 2020Feb 10, 2020Chubb limited (Cb) d e f gpartial sale$1,001 - $15,000 cspouse170d
Jul 29, 2020Dec 31, 2019ZTSpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019Walt disney Company (dIS) c d e gpurchase$1,001 - $15,000 fspouse211d
Jul 29, 2020Dec 31, 2019WMTpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019Vpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019union Pacific Corporation (uNP) f e d cpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019TFCpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019TOTpurchase$1,001 - $15,000 fspouse211d
Jul 29, 2020Dec 31, 2019TMOpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019SYYpurchase$1,001 - $15,000 fspouse211d
Jul 29, 2020Dec 31, 2019SHWpurchase$1,001 - $15,000 fspouse211d
Jul 29, 2020Dec 31, 2019ROSTpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019Prologis, Inc. (Pld) d e f gpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019NEEpurchase$1,001 - $15,000 espouse211d
Jul 29, 2020Dec 31, 2019MSFTpurchase$1,001 - $15,000 dspouse211d
Jul 29, 2020Dec 31, 2019MCHPpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019lockheed Martin Corporation g f e c (lMT)purchase$1,001 - $15,000 dspouse211d
Jul 29, 2020Dec 31, 2019Keurig dr Pepper Inc. (KdP) d e f gpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019JPMpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019HONpurchase$1,001 - $15,000 dspouse211d
Jul 29, 2020Dec 31, 2019Home depot, Inc. (Hd) f e d cpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019danaher Corporation (dHR) d e f gpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019COSTpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019STZpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019Cpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019CSCOpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019Chubb limited (Cb) g f d cpurchase$1,001 - $15,000 espouse211d
Jul 29, 2020Dec 31, 2019COFpurchase$1,001 - $15,000 espouse211d
Jul 29, 2020Dec 31, 2019blackRock, Inc. (blK) f e d cpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019Apple Inc. (AAPl) g f e cpurchase$1,001 - $15,000 dspouse211d
Jul 29, 2020Dec 31, 2019ANTMpurchase$1,001 - $15,000 cspouse211d
Jul 29, 2020Dec 31, 2019AMTpurchase$1,001 - $15,000 dspouse211d
Jul 29, 2020Dec 31, 2019AMZNpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019Alphabet Inc. - Class A (gOOgl) f e d cpurchase$1,001 - $15,000 gspouse211d
Jul 29, 2020Dec 31, 2019Abbott laboratories (AbT) c g f epurchase$1,001 - $15,000 dspouse211d

Amounts are the ranges members must report, not exact values. Source: House Clerk Periodic Transaction Reports. Scanned paper filings can't be read automatically and may be missing.

Frequently asked questions

What stocks has Joe Courtney bought recently?

Recent disclosed purchases include FLCO, FLQL, IHI, IJR, USMV, VEA, VLUE, VOO.

How quickly does Joe Courtney disclose trades?

On average 70 days after the trade. The STOCK Act allows up to 45 days.

Is copying Congress trades profitable?

Research on post-2012 trades (NBER, 2025) finds members' portfolios match or trail the market on average. Our 10-year test shows how a copy strategy did.