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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.

Congressional transactions

Showing 100 of 164 disclosed transactions. Amounts are reported ranges; family ownership stays attributed.

AssetActionAmount rangeDate
MFCselfsell$1K – $15K2022-04-05
PBCTselfsell$15K – $50K2022-03-03
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 IRAselfsell$1K – $15K2020-10-16
VOOspousebuy$15K – $50K2020-10-16
VWOspousebuy$1K – $15K2020-10-16
VEAspousebuy$1K – $15K2020-10-16
Templeton Developing Markets Trust [OT] F S LOCATION: US DESCRIPTION: TDADX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
T Rowe Price blue Chip growth [OT] F S LOCATION: US DESCRIPTION: TbCIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousesell$1K – $15K2020-10-16
SPTMspousesell$1K – $15K2020-10-16
Pimco FDS Income Institutional [OT] F S LOCATION: US DESCRIPTION: PIMIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousesell$15K – $50K2020-10-16
Loomis Sayles Senior Float Rate [OT] F S LOCATION: US DESCRIPTION: LSFYX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousesell$1K – $15K2020-10-16
JP Morgan Mortgage backed Securities [OT] F S LOCATION: US DESCRIPTION: OMbIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
iShares U.S. Treasury bond ETF (gOVT) [ST] F S UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
goldman Sachs International Equity Insights [OT] F S LOCATION: US DESCRIPTION: gCIIX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
Franklin Small Cap Value Fund [OT] F S LOCATION: US DESCRIPTION: FVADX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
Franklin Small Cap growth Fund [OT] F S LOCATION: US DESCRIPTION: FSSAX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
FLQLspousebuy$1K – $15K2020-10-16
Franklin Liberty U.S. Core bond ETF (FLCb) [ST] F S UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
FLCOspousebuy$1K – $15K2020-10-16
Franklin International growth Advisor Class [OT] F S LOCATION: US DESCRIPTION: FNgZX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
Franklin growth Fund Advantage [OT] F S LOCATION: US DESCRIPTION: FCgAX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousebuy$1K – $15K2020-10-16
Federated MDT Small Cap growth [OT] F S LOCATION: US DESCRIPTION: QISCX UbHOLDINg ILINg STATUS: New OF: Inherited IRAspousesell$1K – $15K2020-10-16
AAPLspousesell$1K – $15K2020-10-16
XSOEselfbuy$1K – $15K2020-10-09
PUTWspousesell$1K – $15K2020-10-09
WCM Focused Int'l growth [OT] F S LOCATION: US DESCRIPTION: WCMIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousesell$1K – $15K2020-10-09
VTIspousesell$1K – $15K2020-10-09
Vanguard Div Appreciation ETF (VIg) [ST] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousesell$1K – $15K2020-10-09
SRLNspousesell$1K – $15K2020-10-09
Rivernorth Funds Doubleline Strategic Income [OT] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousesell$1K – $15K2020-10-09
Pimco Municipal Bond Fund - PMUPX [OT] F S LOCATION: US DESCRIPTION: PMUPX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
Pimco Investments Income Inst'l [OT] F S LOCATION: US DESCRIPTION: PIMIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousesell$15K – $50K2020-10-09
NTDOYspousesell$15K – $50K2020-10-09
IHIspousebuy$1K – $15K2020-10-09
VLUEspousebuy$1K – $15K2020-10-09
USMVspousebuy$1K – $15K2020-10-09
iShares MSCI EAFE growth ETF (EFg) [ST] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
IDVspousesell$1K – $15K2020-10-09
iShares ESg Aware MSCI USA ETF (ESgU) [ST] F S UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
IJRspousebuy$1K – $15K2020-10-09
IVVspousebuy$15K – $50K2020-10-09
IEFAspousebuy$1K – $15K2020-10-09
IEFspousebuy$1K – $15K2020-10-09
TLTspousebuy$1K – $15K2020-10-09
Hartford Core Equity Fund - HgIIX [OT] F S LOCATION: US DESCRIPTION: HgIIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$15K – $50K2020-10-09
goldman Sachs Dynamic Muni Income Fund [OT]spousesell$1K – $15K2020-10-09
DIVspousesell$1K – $15K2020-10-09
Fspousesell$1K – $15K2020-10-09
ETspousesell$1K – $15K2020-10-09
EVVspousesell$1K – $15K2020-10-09
Blackrock Technologies Opportunity Fund - BgSIX [OT] F S LOCATION: US DESCRIPTION: BgSIX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
Blackrock National Municipal Fund - MANLX [OT] F S LOCATION: US DESCRIPTION: MANLX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
Blackrock High Yield Municipal Fund - MAYHX [OT] F S LOCATION: US DESCRIPTION: MAYHX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
Blackrock Emerging Markets Fund - MADCX [OT] F S LOCATION: US UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
DSUspousesell$1K – $15K2020-10-09
BTZspousesell$1K – $15K2020-10-09
Blackrock Advantage Large Cap - MALRX [OT] F S LOCATION: US DESCRIPTION: MALRX UBHOLDINg ILINg STATUS: New OF: Inherited Brokerage Accountspousebuy$1K – $15K2020-10-09
BABAspousesell$15K – $50K2020-10-09
ZTSselfsell$1K – $15K2020-08-07
Walt disney Company (dIS) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
WMTspousesell$1K – $15K2020-08-07
Vspousesell$1K – $15K2020-08-07
Vanguard Total International bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspousebuy$1K – $15K2020-08-07
union Pacific Corporation (uNP) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
TFCspousesell$1K – $15K2020-08-07
TIAA-CREF Impact bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$15K – $50K2020-08-07
TIAA-CREF Core Impact bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
TMOspousesell$1K – $15K2020-08-07
SPdR bloomberg barclays 1-3 month T-bill [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspousebuy$1K – $15K2020-08-07
SHWspousesell$1K – $15K2020-08-07
ROSTspousesell$1K – $15K2020-08-07
Prologis, Inc. (Pld) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
Pimco Income Fund [OT] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
PEPspousesell$1K – $15K2020-08-07
Nuveen ESg large Cap Value [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$15K – $50K2020-08-07
NEEspousesell$1K – $15K2020-08-07
MSFTspousesell$1K – $15K2020-08-07
MCHPspousesell$1K – $15K2020-08-07
lockheed Martin Corporation (lMT) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
Keurig dr Pepper Inc. (KdP) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
JPMspousesell$1K – $15K2020-08-07
IShares uS Treasury bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
IShares Trust MSCI EAFE ESg Optimized [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspousebuy$15K – $50K2020-08-07
IShares MSCI EM ESg Optimized [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : ETF : Newspousebuy$1K – $15K2020-08-07
ISH uSd High Yield Corporate bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
HONspousesell$1K – $15K2020-08-07
Home depot, Inc. (Hd) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
Hilton Worldwide Holdings Inc. (HlT) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
guggenheim Total Return [OT]spousesell$1K – $15K2020-08-07
FISVspousesell$1K – $15K2020-08-07
Fidelity Advisor Total bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousesell$1K – $15K2020-08-07
delaware Small Cap Core Fund [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
delaware Small Cap Core [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
delaware Corporate bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
delaware Corporate bond [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
danaher Corporation (dHR) [ST] F S ubHOldINg IlINg S TATuS OF: Rollover IRA : Newspousesell$1K – $15K2020-08-07
CRA Qualified Investment Fund [OT] F S l ubHOldINg IlINg OCATION S TATuS : uS OF: Rollover IRA : Newspousebuy$1K – $15K2020-08-07
CRA Qualified Investment Fund [OT] F S l d ubHOldINg IlINg OCATION ESCRIPTION S TATuS : uS OF: Rollover IRA : Mutual Fund : Newspousebuy$1K – $15K2020-08-07
COSTspousesell$1K – $15K2020-08-07
STZspousesell$1K – $15K2020-08-07

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