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.
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Congressional transactions
Showing 100 of 164 disclosed transactions. Amounts are reported ranges; family ownership stays attributed.
| Asset | Action | Amount range | Date |
|---|---|---|---|
| MFCself | sell | $1K – $15K | 2022-04-05 |
| PBCTself | sell | $15K – $50K | 2022-03-03 |
| A I C best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n NITIAl erTIfICATION AND SSeT Inherited IRA (Owner: SP) DESCRIPTION: IRA inherited in December 2018 C P m l k j i No SP lASS ublIC D O eTAIlS Hon. Joe Courtney , 11/16/2020 WCM Focused International growth [OT] F S LOCATION: US DESCRIPTION: WCMIX UbHOLDINg ILINg fferINGS S STATUS: New IGNATure OF: Inherited IRAself | sell | $1K – $15K | 2020-10-16 |
| VOOspouse | buy | $15K – $50K | 2020-10-16 |
| VWOspouse | buy | $1K – $15K | 2020-10-16 |
| VEAspouse | buy | $1K – $15K | 2020-10-16 |
| Templeton Developing Markets Trust [OT] F S LOCATION: US DESCRIPTION: TDADX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| T Rowe Price blue Chip growth [OT] F S LOCATION: US DESCRIPTION: TbCIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | sell | $1K – $15K | 2020-10-16 |
| SPTMspouse | sell | $1K – $15K | 2020-10-16 |
| Pimco FDS Income Institutional [OT] F S LOCATION: US DESCRIPTION: PIMIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | sell | $15K – $50K | 2020-10-16 |
| Loomis Sayles Senior Float Rate [OT] F S LOCATION: US DESCRIPTION: LSFYX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | sell | $1K – $15K | 2020-10-16 |
| JP Morgan Mortgage backed Securities [OT] F S LOCATION: US DESCRIPTION: OMbIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| iShares U.S. Treasury bond ETF (gOVT) [ST] F S UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| goldman Sachs International Equity Insights [OT] F S LOCATION: US DESCRIPTION: gCIIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| Franklin Small Cap Value Fund [OT] F S LOCATION: US DESCRIPTION: FVADX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| Franklin Small Cap growth Fund [OT] F S LOCATION: US DESCRIPTION: FSSAX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| FLQLspouse | buy | $1K – $15K | 2020-10-16 |
| Franklin Liberty U.S. Core bond ETF (FLCb) [ST] F S UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| FLCOspouse | buy | $1K – $15K | 2020-10-16 |
| Franklin International growth Advisor Class [OT] F S LOCATION: US DESCRIPTION: FNgZX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| Franklin growth Fund Advantage [OT] F S LOCATION: US DESCRIPTION: FCgAX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | buy | $1K – $15K | 2020-10-16 |
| Federated MDT Small Cap growth [OT] F S LOCATION: US DESCRIPTION: QISCX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspouse | sell | $1K – $15K | 2020-10-16 |
| AAPLspouse | sell | $1K – $15K | 2020-10-16 |
| XSOEself | buy | $1K – $15K | 2020-10-09 |
| PUTWspouse | sell | $1K – $15K | 2020-10-09 |
| WCM Focused Int'l growth [OT] F S LOCATION: US DESCRIPTION: WCMIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | sell | $1K – $15K | 2020-10-09 |
| VTIspouse | sell | $1K – $15K | 2020-10-09 |
| Vanguard Div Appreciation ETF (VIg) [ST] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | sell | $1K – $15K | 2020-10-09 |
| SRLNspouse | sell | $1K – $15K | 2020-10-09 |
| Rivernorth Funds Doubleline Strategic Income [OT] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | sell | $1K – $15K | 2020-10-09 |
| Pimco Municipal Bond Fund - PMUPX [OT] F S LOCATION: US DESCRIPTION: PMUPX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| Pimco Investments Income Inst'l [OT] F S LOCATION: US DESCRIPTION: PIMIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | sell | $15K – $50K | 2020-10-09 |
| NTDOYspouse | sell | $15K – $50K | 2020-10-09 |
| IHIspouse | buy | $1K – $15K | 2020-10-09 |
| VLUEspouse | buy | $1K – $15K | 2020-10-09 |
| USMVspouse | buy | $1K – $15K | 2020-10-09 |
| iShares MSCI EAFE growth ETF (EFg) [ST] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| IDVspouse | sell | $1K – $15K | 2020-10-09 |
| iShares ESg Aware MSCI USA ETF (ESgU) [ST] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| IJRspouse | buy | $1K – $15K | 2020-10-09 |
| IVVspouse | buy | $15K – $50K | 2020-10-09 |
| IEFAspouse | buy | $1K – $15K | 2020-10-09 |
| IEFspouse | buy | $1K – $15K | 2020-10-09 |
| TLTspouse | buy | $1K – $15K | 2020-10-09 |
| Hartford Core Equity Fund - HgIIX [OT] F S LOCATION: US DESCRIPTION: HgIIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $15K – $50K | 2020-10-09 |
| goldman Sachs Dynamic Muni Income Fund [OT]spouse | sell | $1K – $15K | 2020-10-09 |
| DIVspouse | sell | $1K – $15K | 2020-10-09 |
| Fspouse | sell | $1K – $15K | 2020-10-09 |
| ETspouse | sell | $1K – $15K | 2020-10-09 |
| EVVspouse | sell | $1K – $15K | 2020-10-09 |
| Blackrock Technologies Opportunity Fund - BgSIX [OT] F S LOCATION: US DESCRIPTION: BgSIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| Blackrock National Municipal Fund - MANLX [OT] F S LOCATION: US DESCRIPTION: MANLX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| Blackrock High Yield Municipal Fund - MAYHX [OT] F S LOCATION: US DESCRIPTION: MAYHX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| Blackrock Emerging Markets Fund - MADCX [OT] F S LOCATION: US UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| DSUspouse | sell | $1K – $15K | 2020-10-09 |
| BTZspouse | sell | $1K – $15K | 2020-10-09 |
| Blackrock Advantage Large Cap - MALRX [OT] F S LOCATION: US DESCRIPTION: MALRX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspouse | buy | $1K – $15K | 2020-10-09 |
| BABAspouse | sell | $15K – $50K | 2020-10-09 |
| ZTSself | sell | $1K – $15K | 2020-08-07 |
| Walt disney Company (dIS) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| WMTspouse | sell | $1K – $15K | 2020-08-07 |
| Vspouse | sell | $1K – $15K | 2020-08-07 |
| Vanguard Total International bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspouse | buy | $1K – $15K | 2020-08-07 |
| union Pacific Corporation (uNP) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| TFCspouse | sell | $1K – $15K | 2020-08-07 |
| TIAA-CREF Impact bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $15K – $50K | 2020-08-07 |
| TIAA-CREF Core Impact bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| TMOspouse | sell | $1K – $15K | 2020-08-07 |
| SPdR bloomberg barclays 1-3 month T-bill [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspouse | buy | $1K – $15K | 2020-08-07 |
| SHWspouse | sell | $1K – $15K | 2020-08-07 |
| ROSTspouse | sell | $1K – $15K | 2020-08-07 |
| Prologis, Inc. (Pld) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| Pimco Income Fund [OT] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| PEPspouse | sell | $1K – $15K | 2020-08-07 |
| Nuveen ESg large Cap Value [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $15K – $50K | 2020-08-07 |
| NEEspouse | sell | $1K – $15K | 2020-08-07 |
| MSFTspouse | sell | $1K – $15K | 2020-08-07 |
| MCHPspouse | sell | $1K – $15K | 2020-08-07 |
| lockheed Martin Corporation (lMT) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| Keurig dr Pepper Inc. (KdP) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| JPMspouse | sell | $1K – $15K | 2020-08-07 |
| IShares uS Treasury bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| IShares Trust MSCI EAFE ESg Optimized [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspouse | buy | $15K – $50K | 2020-08-07 |
| IShares MSCI EM ESg Optimized [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspouse | buy | $1K – $15K | 2020-08-07 |
| ISH uSd High Yield Corporate bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| HONspouse | sell | $1K – $15K | 2020-08-07 |
| Home depot, Inc. (Hd) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| Hilton Worldwide Holdings Inc. (HlT) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| guggenheim Total Return [OT]spouse | sell | $1K – $15K | 2020-08-07 |
| FISVspouse | sell | $1K – $15K | 2020-08-07 |
| Fidelity Advisor Total bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | sell | $1K – $15K | 2020-08-07 |
| delaware Small Cap Core Fund [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| delaware Small Cap Core [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| delaware Corporate bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| delaware Corporate bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| danaher Corporation (dHR) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspouse | sell | $1K – $15K | 2020-08-07 |
| CRA Qualified Investment Fund [OT] F S l ubHOldINg IlINg OCATION S TATuS : uS OF: Rollover IRA : Newspouse | buy | $1K – $15K | 2020-08-07 |
| CRA Qualified Investment Fund [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspouse | buy | $1K – $15K | 2020-08-07 |
| COSTspouse | sell | $1K – $15K | 2020-08-07 |
| STZspouse | sell | $1K – $15K | 2020-08-07 |