Joe CourtneyFiling

Annual Report | Filed on 30 Jul 2021

This congressional financial disclosure from Joe Courtney (annual report) contains 186 stock trades. It was filed on 30 July 2021. Reported tickers include C, JPM, WMT, DHR, WCMIX, and 88 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Joe Courtney

Filing Type

Annual Report

Filed Date

30 Jul 2021

View Original Filing (PDF)

Transactions

186 transactions


Inherited Brokerage Accou...	S	9 Dec 2020	$1,001 - $15,000	-
Inherited IRA ⇒ WCM Focus... WCMIX	S	16 Oct 2020	$1,001 - $15,000	WCMIX
Inherited IRA ⇒ Vanguard ... VWO	P	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Goldman S... GCIIX	P	16 Oct 2020	$1,001 - $15,000	GCIIX
Inherited IRA ⇒ Wisdomtre...	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ iShares U... GOVT	P	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Apple Inc... AAPL	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Franklin ... FLQL	P	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Vanguard ... VEA	P	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ T Rowe Pr... TBCIX	S	16 Oct 2020	$1,001 - $15,000	TBCIX
Inherited IRA ⇒ Templeton... TDADX	P	16 Oct 2020	$1,001 - $15,000	TDADX
Inherited IRA ⇒ Franklin ... FLCO	P	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ DFA Int'l...	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ SPDR Port... SPTM	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Franklin ... FVADX	P	16 Oct 2020	$1,001 - $15,000	FVADX
Inherited IRA ⇒ Pimco FDS... PIMIX	S	16 Oct 2020	$15,001 - $50,000	PIMIX
Inherited IRA ⇒ Wisdomtre...	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Federated... QISCX	S	16 Oct 2020	$1,001 - $15,000	QISCX
Inherited IRA ⇒ Franklin ... FSSAX	P	16 Oct 2020	$1,001 - $15,000	FSSAX
Inherited IRA ⇒ Franklin ... FNGZX	P	16 Oct 2020	$1,001 - $15,000	FNGZX
Inherited IRA ⇒ Loomis Sa... LSFYX	S	16 Oct 2020	$1,001 - $15,000	LSFYX
Inherited IRA ⇒ Franklin ... FLCB	P	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ DFA US Co...	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ Franklin ... FCGAX	P	16 Oct 2020	$1,001 - $15,000	FCGAX
Inherited IRA ⇒ T Rowe Pr...	S	16 Oct 2020	$1,001 - $15,000	-
Inherited IRA ⇒ JP Morgan... OMBIX	P	16 Oct 2020	$1,001 - $15,000	OMBIX
Inherited IRA ⇒ Vanguard ... VOO	P	16 Oct 2020	$15,001 - $50,000	-
Inherited Brokerage Accou... VLUE	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... RNSIX	S	9 Oct 2020	$1,001 - $15,000	RNSIX
Inherited Brokerage Accou... F	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... WCMIX	S	9 Oct 2020	$1,001 - $15,000	WCMIX
Inherited Brokerage Accou... TLT	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... IDV	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... USMV	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... PUTW	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... IVV	P	9 Oct 2020	$15,001 - $50,000	-
Inherited Brokerage Accou... ET	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... IHI	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... IEFA	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... MAYHX	P	9 Oct 2020	$1,001 - $15,000	MAYHX
Inherited Brokerage Accou... DSU	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... MADCX	P	9 Oct 2020	$1,001 - $15,000	MADCX
Inherited Brokerage Accou... SRLN	S	9 Oct 2020	$1,001 - $15,000	Reported on FD as "SSGA Active"
Inherited Brokerage Accou... DIV	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... VIG	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... BTZ	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... EFG	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... VTI	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... BABA	S	9 Oct 2020	$15,001 - $50,000	-
Inherited Brokerage Accou... NTDOY	S	9 Oct 2020	$15,001 - $50,000	-
Inherited Brokerage Accou... MANLX	P	9 Oct 2020	$1,001 - $15,000	MANLX
Inherited Brokerage Accou... IJR	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... XSOE	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... PMUPX	P	9 Oct 2020	$1,001 - $15,000	PMUPX
Inherited Brokerage Accou... BGSIX	P	9 Oct 2020	$1,001 - $15,000	BGSIX
Inherited Brokerage Accou... GSMTX	S	9 Oct 2020	$1,001 - $15,000	GSMTX
Inherited Brokerage Accou... HGIIX	P	9 Oct 2020	$15,001 - $50,000	HGIIX
Inherited Brokerage Accou... IEF	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... MALRX	P	9 Oct 2020	$1,001 - $15,000	MALRX
Inherited Brokerage Accou... ESGU	P	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou... PIMIX	S	9 Oct 2020	$15,001 - $50,000	PIMIX
Inherited Brokerage Accou... EVV	S	9 Oct 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	18 Sept 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	18 Sept 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	18 Sept 2020	$1,001 - $15,000	-
IRA ⇒ Calvert Small Cap	P	17 Aug 2020	$15,001 - $50,000	-
Rollover IRA ⇒ Calvert Sm...	P	17 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Citigroup,... C	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ JP Morgan ... JPM	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Walmart In... WMT	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ CRA Qualif...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Danaher Co... DHR	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Amazon.com... AMZN	S	7 Aug 2020	$15,001 - $50,000	-
Rollover IRA ⇒ Constellat... STZ	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Fiserv, In... FISV	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Capital On... COF	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Microsoft ... MSFT	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ CRA Qualif...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Delaware S...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Abbott Lab... ABT	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ ProLogis, ... PLD	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Anthem, In... ANTM	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Brown Adva...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Visa Inc. ... V	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Thermo Fis... TMO	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Alphabet I... GOOGL	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ BlackRock,... BLK	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ TIAA-CREF ...	P	7 Aug 2020	$15,001 - $50,000	Mutual Fund
Rollover IRA ⇒ Nuveen ESG...	P	7 Aug 2020	$15,001 - $50,000	Mutual Fund
Rollover IRA ⇒ Calvert US...	P	7 Aug 2020	$15,001 - $50,000	Mutual Fund
Rollover IRA ⇒ Hilton Wor... HLT	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Lockheed M... LMT	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Sherwin-Wi... SHW	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Fidelity A...	S	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ SPDR Bloom... ETF	P	7 Aug 2020	$1,001 - $15,000	ETF
Rollover IRA ⇒ Vanguard T... ETF	P	7 Aug 2020	$1,001 - $15,000	ETF
Rollover IRA ⇒ Zoetis Inc... ZTS	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Chevron Co... CVX	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Costco Who... COST	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Ball Corpo... BLL	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ AB Global ...	S	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Pepsico, I... PEP	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Guggenheim...	S	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ AB High In...	S	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Calvert Eq...	P	7 Aug 2020	$15,001 - $50,000	Mutual Fund
Rollover IRA ⇒ NextEra En... NEE	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Delaware C...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Brown Adva...	P	7 Aug 2020	$15,001 - $50,000	Mutual Fund
Rollover IRA ⇒ American T... AMT	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Apple Inc.... AAPL	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ TIAA-CREF ...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ IShares MS... ETF	P	7 Aug 2020	$1,001 - $15,000	ETF
Rollover IRA ⇒ IShares US...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Union Paci... UNP	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Cisco Syst... CSCO	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Fidelity A...	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Truist Fin... TFC	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ IShares Tr... ETF	P	7 Aug 2020	$15,001 - $50,000	ETF
Rollover IRA ⇒ Delaware C...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Honeywell ... HON	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Walt Disne... DIS	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Ross Store... ROST	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Microchip ... MCHP	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Delaware S...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Pimco Inco...	S	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Home Depot... HD	S	7 Aug 2020	$1,001 - $15,000	-
Rollover IRA ⇒ ISH USD Hi...	P	7 Aug 2020	$1,001 - $15,000	Mutual Fund
Rollover IRA ⇒ Keurig Dr ... KDP	S	7 Aug 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	2 Jul 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	2 Jul 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	2 Jul 2020	$1,001 - $15,000	-
Inherited Brokerage Accou...	S	2 Jul 2020	$1,001 - $15,000	-
IRA ⇒ Nuveen ESG Large Ca...	P	11 Jun 2020	$50,001 - $100,000	-
IRA ⇒ Schwab US Large Cap	S	11 Jun 2020	$50,001 - $100,000	-
Inherited Brokerage Accou...	S	9 Jun 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Chubb Limi... CB	S	2 Jun 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Chevron Co... CVX	P	13 May 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Ball Corpo... BLL	P	1 May 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Total S.A.... TOT	S	1 May 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Fiserv, In... FISV	P	1 May 2020	$1,001 - $15,000	-
IRA ⇒ SPDR Bloomberg Barc...	P	17 Apr 2020	$1,001 - $15,000	-
IRA ⇒ IShares MSCI USA US...	S	17 Apr 2020	$1,001 - $15,000	-
IRA ⇒ IShares Trust ISHRS	S (partial)	17 Apr 2020	$1,001 - $15,000	-
IRA ⇒ Calvert Equity Fund	P	17 Apr 2020	$1,001 - $15,000	-
IRA ⇒ Calvert US Large Ca...	S (partial)	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ Brown Advantage Sus...	P	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ Delaware Corporate ...	P	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ Schwab US Large Cap	S (partial)	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ Delaware Small Cap ...	S	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ TIAA CREF Core Impa...	P	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ CRA Qualified Inves...	S (partial)	16 Apr 2020	$1,001 - $15,000	-
IRA ⇒ IShares US Treasury...	P	16 Apr 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Hilton Wor... HLT	P	27 Mar 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Keurig Dr ... KDP	S (partial)	25 Mar 2020	$1,001 - $15,000	-
IRA ⇒ SPDR Bloomberg Barc...	P	24 Mar 2020	$1,001 - $15,000	-
IRA ⇒ SPDR Bloomberg Barc...	P	20 Mar 2020	$1,001 - $15,000	-
IRA ⇒ Calvert US Large Ca...	P	19 Mar 2020	$1,001 - $15,000	-
IRA ⇒ Schwab US Large Cap	P	19 Mar 2020	$1,001 - $15,000	-
IRA ⇒ IShares MSCI EM ESG...	P	19 Mar 2020	$1,001 - $15,000	-
IRA ⇒ SPDR Bloomberg Barc...	P	19 Mar 2020	$1,001 - $15,000	-
IRA ⇒ Calvert Equity Fund	P	19 Mar 2020	$1,001 - $15,000	-
IRA ⇒ IShares Trust ISHRS	P	19 Mar 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Sysco Corp... SYY	S	18 Mar 2020	$1,001 - $15,000	-
IRA ⇒ CRA Qualified Inves...	S (partial)	18 Mar 2020	$1,001 - $15,000	-
IRA ⇒ TIAA CREF Core Impa...	S (partial)	18 Mar 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Pepsico, I... PEP	P	18 Mar 2020	$1,001 - $15,000	-
IRA ⇒ Brown Advantage Sus...	P	18 Mar 2020	$1,001 - $15,000	-
IRA ⇒ Delaware Small Cap ...	P	18 Mar 2020	$1,001 - $15,000	-
IRA ⇒ IShares US Treasury...	S (partial)	16 Mar 2020	$1,001 - $15,000	-
IRA ⇒ SPDR Bloomberg Barc...	P	16 Mar 2020	$1,001 - $15,000	-
IRA ⇒ Delaware Corporate ...	S (partial)	13 Mar 2020	$1,001 - $15,000	-
IRA ⇒ CRA Qualified Inves...	S (partial)	13 Mar 2020	$1,001 - $15,000	-
IRA ⇒ TIAA CREF Core Impa...	S (partial)	13 Mar 2020	$15,001 - $50,000	-
Rollover IRA ⇒ NextEra En... NEE	S (partial)	10 Feb 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Chubb Limi... CB	S (partial)	10 Feb 2020	$1,001 - $15,000	-
Rollover IRA ⇒ Citigroup,... C	P	10 Feb 2020	$1,001 - $15,000	-
IRA ⇒ IShares US Treasury...	P	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ IShares MSCI EM ESG...	P	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ TIAA CREF Core Impa...	S (partial)	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ Calvert Equity Fund	P	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ IShares MSCI USA ES...	S (partial)	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ Blackrock Liquidity...	S	17 Jan 2020	$15,001 - $50,000	-
IRA ⇒ CRA Qualified Inves...	S (partial)	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ Schwab US Large Cap	S (partial)	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ IShares Trust ISHRS	P	17 Jan 2020	$1,001 - $15,000	-
IRA ⇒ Brown Advantage Sus...	P	16 Jan 2020	$1,001 - $15,000	-