95% of trades were $15,000 or less
Those 111 trades carry about 82% of the disclosed dollars, by the midpoints of the ranges.
Joe Courtney
Representative
CT-2
Democrat
2025 disclosure
Joe Courtney (CT-2) disclosed a net worth range between $806.1K and $2.8M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed stock trades
117
Since Q4 '19
Purchases
50%
Share of disclosed trades
Avg. disclosure lag
88.2 days
Median 28 days
Filed past 45-day deadline
39.3%
STOCK Act deadline
61% of trades were disclosed within 45 days
The median trade was disclosed 28 days after it was made, and 46 of 117 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
AAPL is the most traded stock
Trades per stock
Purchases
Sales
5.1% of trades carry 18% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$806.1K – $2.8M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
77
Disclosed liabilities
0
Disclosed net worth band, 2021 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-14 | $806.1K – $2.8M |
| 2024 | 2025-05-14 | $851.1K – $2.9M |
| 2023 | 2024-05-13 | $805.1K – $2.7M |
| 2022 | 2023-05-09 | $702.1K – $2.4M |
| 2021 | 2022-05-13 | $739.1K – $2.4M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-04-05 | MFC ST · Manulife Financial Corporation (MFC) | Sell | — | $1K - $15K | 2022-04-12 | 7d |
| 2022-03-03 | PBCT ST · People's United Financial, Inc. (PBCT) | Sell | — | $15K - $50K | 2022-04-12 | 40d |
| 2020-10-16 | AAPL ST · Apple Inc. (AAPL) | Sell | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | FLCO ST · Franklin Liberty Investment grade Corporate ETF (FLCO) | Buy | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | FLCB ST · Franklin Liberty U.S. Core bond ETF (FLCb) | Buy | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | FLQL ST · Franklin LibertyQ U.S. Equity ETF (FLQL) | Buy | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | GOVT ST · iShares U.S. Treasury bond ETF (gOVT) | Buy | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | SPTM ST · SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | Sell | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | VEA ST · Vanguard FTSE Developed Markets ETF (VEA) | Buy | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | VWO ST · Vanguard FTSE Emerging Markets ETF (VWO) | Buy | SP Inherited IRA | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-16 | VOO ST · Vanguard S&P 500 ETF (VOO) | Buy | SP Inherited IRA | $15K - $50K | 2020-11-16 | 31d |
| 2020-10-09 | BABA ST · Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sell | SP Inherited Brokerage Account | $15K - $50K | 2020-11-06 | 28d |
| 2020-10-09 | BTZ ST · BlackRock Credit Allocation Income Trust (BTZ) | Sell | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | DSU ST · Blackrock Debt Strategies Fund, Inc. (DSU) | Sell | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | EVV ST · Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest (EVV) | Sell | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | ET ST · Energy Transfer LP Common Units (ET) | Sell | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | F ST · Ford Motor Company (F) | Sell | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | DIV ST · global X Super Dividend ETF (DIV) | Sell | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | TLT ST · iShares 20+ Year Treasury Bond ETF (TLT) | Buy | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | IEF ST · iShares 7-10 Year Treasury Bond ETF (IEF) | Buy | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | IEFA ST · iShares Core MSCI EAFE ETF (IEFA) | Buy | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | IVV ST · iShares Core S&P 500 ETF (IVV) | Buy | SP Inherited Brokerage Account | $15K - $50K | 2020-11-06 | 28d |
| 2020-10-09 | IJR ST · iShares Core S&P Small-Cap ETF (IJR) | Buy | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | ESGU ST · iShares ESg Aware MSCI USA ETF (ESgU) | Buy | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | EFG ST · iShares MSCI EAFE growth ETF (EFg) | Buy | SP Inherited Brokerage Account | $1K - $15K | 2020-11-06 | 28d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-26. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
9 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
Assets and liabilities
Disclosed assets
The assets Joe Courtney itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
77
Total disclosed (band)
$806.1K – $2.8M
| Description | Type | Income | Value |
|---|---|---|---|
| IRA ⇒ JPMorgan BetaBuilders U.S. Equity ETF (BBUS) | EF |
Tax-Deferred
|
$100K - $250K |
| TR 403(b) ⇒ T. Rowe Price Retirement 2025 | MF |
Tax-Deferred
|
$100K - $250K |
| IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) | EF |
Tax-Deferred
|
$50K - $100K |
| IRA ⇒ JPMorgan Active Bond ETF (JBND) | EF |
Tax-Deferred
|
$50K - $100K |
| IRA ⇒ JPMorgan Core Plus Bond ETF (JCPB) | EF |
Tax-Deferred
|
$50K - $100K |
| Inherited Brokerage Account ⇒ State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Hartford Healthcare 401k ⇒ American Funds 2025 Target Date Retirement Fd Cl R-6 (RFDTX) | MF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF (JGRO) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ JPMorgan Active Value ETF (JAVA) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ JPMorgan Global Select Equity ETF (JGLO) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ JPMorgan Income ETF (JPIE) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ JPMorgan International Value ETF (JIVE) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Sweep Account | BA |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | EF |
Tax-Deferred
|
$15K - $50K |
| Inherited Brokerage Account ⇒ Schwab U.S. Small-Cap ETF (SCHA) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Inherited Brokerage Account ⇒ iShares Core MSCI EAFE ETF (IEFA) | EF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Inherited Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| M&T Bank Accounts | BA | — | $15K - $50K |
| Mass Mutual Whole Life Policy | WU | — | $15K - $50K |
| Rollover IRA ⇒ AB Sustainable Global Thematic Fund - ADV (ATEYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Calvert Income Fund Class I (CINCX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Large Cap Equity Fund - I Class (AFEIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Mirova Global Megatrends Fund Class Y (ESGYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ UBS Engage For Impact Fund Class P2 (EIPTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ UBS International Sustainable Equity Fund Class P2 (ESPTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ UBS Sustainable Development Bank Bond Fund Class P2 (UDBTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Victory Pioneer Global Equity Fund Class Y (PGSYX) | MF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ JPMorgan International Growth ETF (JIG) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited Brokerage Account ⇒ SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM) | EF |
$1 - $200
Interest
|
$1K - $15K |
| Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) | EF |
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | EF |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Inherited Brokerage Account ⇒ State Street Industrial Select Sector SPDR ETF (XLI) | EF |
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ State Street Technology Select Sector SPDR ETF (XLK) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ Sweep Account | IH |
Interest
|
$1K - $15K |
| Inherited Brokerage Account ⇒ Vanguard Mid-Cap ETF (VO) | EF |
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ Vanguard Russell 1000 Growth ETF (VONG) | EF |
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ Vanguard Short-Term Bond ETF (BSV) | EF |
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ Vanguard Utilities ETF (VPU) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares 20+ Year Treasury Bond ETF (TLT) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares Gold Trust Shares (IAU) | EF |
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares MBS ETF (MBB) | EF |
$1 - $200
Interest
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares MSCI EAFE Value ETF (EFV) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares S&P 100 ETF (OEF) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares S&P 500 Growth ETF (IVW) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares Short-Term National Muni Bond ETF (SUB) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Inherited IRA ⇒ BlackRock High Yield Portfolio - Institutional (BHYIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Causeway Emerging Markets Fund Insti Cl (CEMIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Cohen & Steers Preferred Securities and Income Fund Inc. Class I (CPXIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Cohen & Steers Real Estate Securities Fund, Inc. Class I (CSDIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Deposit Sweep Account | BA |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Global X MLP ETF (MLPA) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Invesco Preferred ETF (PGX) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Invesco RAFI Developed Markets ex-U.S. ETF (PXF) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Invesco Senior Loan ETF (BKLN) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ T. Rowe Price Floating Rate Fund, Inc. (PRFRX) | MF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) | MF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Vanguard Total World Stock Index ETF (VT) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ iShares 20+ Year Treasury Bond ETF (TLT) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ iShares International Select Dividend ETF (IDV) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Federated Hermes SDG Engagement Equity Fund IS Class (FHESX) | MF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Federated Hermes SDG Engagement High Yield Credit Fund IS Class (FHHIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Sweep Account | BA |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited Brokerage Account ⇒ iShares National Muni Bond ETF (MUB) | EF |
$1 - $200
Dividends
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.