← All people
Congress
Joe Courtney
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.98
+35.93% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,592.83
+35.93%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| IRA ⇒ JPMorgan BetaBuilders U.S. Equity ETF (BBUS) [EF] | $100K – $250K |
| TR 403(b) ⇒ T. Rowe Price Retirement 2025 [MF] . | $100K – $250K |
| Inherited Brokerage Account ⇒ State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) [EF] | $50K – $100K |
| IRA ⇒ JPMorgan Active Bond ETF (JBND) [EF] | $50K – $100K |
| IRA ⇒ JPMorgan Core Plus Bond ETF (JCPB) [EF] | $50K – $100K |
| M&T Bank Accounts [BA] | $15K – $50K |
| Mass Mutual Whole Life Policy [WU] | $15K – $50K |
| Hartford Healthcare 401k ⇒ American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX) [MF] | $15K – $50K |
| Inherited Brokerage Account ⇒ | $15K – $50K |
| Inherited Brokerage Account ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $15K – $50K |
| IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF] | $15K – $50K |
| IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF (JGRO) [EF] | $15K – $50K |
| IRA ⇒ JPMorgan Active Value ETF (JAVA) [EF] | $15K – $50K |
| IRA ⇒ JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) [EF] | $15K – $50K |
| IRA ⇒ JPMorgan Global Select Equity ETF (JGLO) [EF] | $15K – $50K |
| IRA ⇒ JPMorgan Income ETF (JPIE) [EF] | $15K – $50K |
| IRA ⇒ JPMorgan International Value ETF (JIVE) [EF] | $15K – $50K |
| IRA ⇒ Sweep Account [BA] | $15K – $50K |
| Rollover IRA ⇒ AB Sustainable Global Thematic Fund - ADV (ATEYX) [MF] | $15K – $50K |
| Rollover IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) [MF] | $15K – $50K |
| Rollover IRA ⇒ Calvert Income Fund Class I (CINCX) [MF] | $15K – $50K |
| Rollover IRA ⇒ Large Cap Equity Fund - I Class (AFEIX) [MF] | $15K – $50K |
| Rollover IRA ⇒ Mirova Global Megatrends Fund Class Y (ESGYX) [MF] | $15K – $50K |
| Rollover IRA ⇒ UBS Engage For Impact Fund Class P2 (EIPTX) [MF] | $15K – $50K |
| Rollover IRA ⇒ UBS International Sustainable Equity Fund Class P2 (ESPTX) [MF] | $15K – $50K |
| Rollover IRA ⇒ UBS Sustainable Development Bank Bond Fund Class P2 (UDBTX) [MF] | $15K – $50K |
| Rollover IRA ⇒ Victory Pioneer Global Equity Fund Class Y (PGSYX) [MF] | $15K – $50K |
| IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| Inherited Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $15K – $50K |
| Inherited Brokerage Account ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares S&P 100 ETF (OEF) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares Short-Term National Muni Bond ETF (SUB) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ Sweep Account [IH] | $1K – $15K |
| Inherited Brokerage Account ⇒ Vanguard Russell 1000 Growth ETF (VONG) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ Vanguard Short-Term Bond ETF (BSV) [EF] | $1K – $15K |
| Inherited IRA ⇒ BlackRock High Yield Portfolio - Institutional (BHYIX) [MF] | $1K – $15K |
| Inherited IRA ⇒ Causeway Emerging Markets Fund Insti Cl (CEMIX) [MF] | $1K – $15K |
| Inherited IRA ⇒ Cohen & Steers Preferred Securities and Income Fund Inc. Class I (CPXIX) [MF] | $1K – $15K |
| Inherited IRA ⇒ Cohen & Steers Real Estate Securities Fund, Inc. Class I (CSDIX) [MF] | $1K – $15K |
| Inherited IRA ⇒ Deposit Sweep Account [BA] | $1K – $15K |
| Inherited IRA ⇒ Invesco Preferred ETF (PGX) [EF] | $1K – $15K |
| Inherited IRA ⇒ Invesco RAFI Developed Markets ex-U.S. ETF (PXF) [EF] | $1K – $15K |
| Inherited IRA ⇒ Invesco Senior Loan ETF (BKLN) [EF] | $1K – $15K |
| Inherited IRA ⇒ T. Rowe Price Floating Rate Fund, Inc. (PRFRX) [MF] | $1K – $15K |
| Inherited IRA ⇒ Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) [MF] | $1K – $15K |
| Inherited IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) [EF] | $1K – $15K |
| Inherited IRA ⇒ Vanguard Total World Stock Index ETF (VT) [EF] | $1K – $15K |
| IRA ⇒ JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) [EF] | $1K – $15K |
| IRA ⇒ JPMorgan International Growth ETF (JIG) [EF] | $1K – $15K |
| Rollover IRA ⇒ Federated Hermes SDG Engagement Equity Fund IS Class (FHESX) [MF] | $1K – $15K |
| Rollover IRA ⇒ Federated Hermes SDG Engagement High Yield Credit Fund IS Class (FHHIX) [MF] | $1K – $15K |
| Rollover IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $1K – $15K |
| Rollover IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF] | $1K – $15K |
| Rollover IRA ⇒ Sweep Account [BA] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares MSCI EAFE Value ETF (EFV) [EF] | $1K – $15K |
| Inherited IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares Gold Trust Shares (IAU) [EF] | $1K – $15K |
| Inherited IRA ⇒ iShares International Select Dividend ETF (IDV) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares MBS ETF (MBB) [EF] | $1K – $15K |
| Inherited IRA ⇒ Global X MLP ETF (MLPA) [EF] | $1K – $15K |
| Inherited IRA ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $1K – $15K |
| Inherited IRA ⇒ iShares 20+ Year Treasury Bond ETF (TLT) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares 20+ Year Treasury Bond ETF (TLT) [EF] | $1K – $15K |
| IRA ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ Vanguard Utilities ETF (VPU) [EF] | $1K – $15K |
| Inherited IRA ⇒ Vanguard High Dividend Yield ETF (VYM) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ State Street Industrial Select Sector SPDR ETF (XLI) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ State Street Technology Select Sector SPDR ETF (XLK) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) [EF] | $1K – $15K |
| Inherited Brokerage Account ⇒ iShares National Muni Bond ETF (MUB) [EF] | $1 – $1K |
| Saint Francis Hospital and Medical Center Pension Plan [PE] | Not specified |
| Inherited Brokerage Account ⇒ Invesco National AMT-Free Municipal Bond ETFo (PZA) [EF] | Not specified |
| Inherited Brokerage Account ⇒ iShares MSCI EAFE Growth ETF (EFG) [EF] | Not specified |
| Inherited Brokerage Account ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF] | Not specified |
| Inherited Brokerage Account ⇒ Materials Select Sector SPDR (XLB) [EF] | Not specified |
| iShares Core MSCI EAFE ETF (IEFA) [EF] | Not specified |
| Inherited Brokerage Account ⇒ Vanguard Russell 2000 ETF (VTWO) [EF] | Not specified |
| Inherited IRA ⇒ High Income Fund - I Class (AHIIX) [MF] | Not specified |
| Inherited IRA ⇒ Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y (LSFYX) [MF] | Not specified |
| IRA ⇒ | Not specified |
| J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF] | Not specified |
| IRA ⇒ JPMorgan BetaBuilders International Equity ETF (BBIN) [EF] | Not specified |
| IRA ⇒ JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) [EF] | Not specified |
| IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) [EF] | Not specified |
| Rollover IRA ⇒ Calvert US Large Cap Value [MF] | Not specified |
| Inherited Brokerage Account ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) [EF] | Not specified |
| IRA ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) [EF] | Not specified |
| Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | Not specified |
| Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) [EF] | Not specified |
| Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Utilities (XLU) [EF] | Not specified |
| Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] | Not specified |