Joe CourtneyFiling

Annual Report | Filed on 05 Aug 2020

This congressional financial disclosure from Joe Courtney (annual report) contains 74 stock trades. It was filed on 5 August 2020. Reported tickers include PLD, UNP, KDP, MSFT, LMT, and 32 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

05 Aug 2020

View Original Filing (PDF)

Transactions

74 transactions


Rollover IRA - ProLogis, ... PLD	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Union Paci... UNP	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Keurig Dr ... KDP	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Microsoft ... MSFT	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Lockheed M... LMT	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Fidelity A...	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Cisco Syst... CSCO	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Guggenheim...	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Constellat... STZ	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Fidelity A...	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Microchip ... MCHP	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Home Depot... HD	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Honeywell ... HON	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Total S.A.... TOT	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - AB Global ...	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Thermo Fis... TMO	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Costco Who... COST	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Citigroup,... C	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - BlackRock,... BLK	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Anthem, In... ANTM	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Apple Inc.... AAPL	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Danaher Co... DHR	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Sherwin-Wi... SHW	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Capital On... COF	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Pimco Inco...	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Zoetis Inc... ZTS	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Walmart In... WMT	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Sysco Corp... SYY	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Truist Fin... TFC	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Ross Store... ROST	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Alphabet I... GOOGL	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - American T... AMT	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Amazon.com... AMZN	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Chubb Limi... CB	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Visa Inc. ... V	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Abbott Lab... ABT	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - NextEra En... NEE	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - JP Morgan ... JPM	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - AB High In...	P	31 Dec 2019	$1,001 - $15,000	-
Rollover IRA - Walt Disne... DIS	P	31 Dec 2019	$1,001 - $15,000	-
IRA - IShares Trust ISHRS	P	18 Oct 2019	$15,001 - $50,000	-
IRA - IShares MSCI ACWI L...	S	18 Oct 2019	$15,001 - $50,000	-
IRA - Domini Impact Int'l...	S	17 Oct 2019	$1,001 - $15,000	-
Trinity 403(b) - Lincoln ...	S	1 Oct 2019	$50,001 - $100,000	Rollover to ML IRA
Trinity 403(b) - Franklin...	S	1 Oct 2019	$1,001 - $15,000	Rollover to ML IRA
TR 403(b) - Voya Intermed...	S	1 Oct 2019	$1,001 - $15,000	Rollover to ML IRA
Trinity 403(b) - Columbia...	S	1 Oct 2019	$1,001 - $15,000	Rollover to ML IRA
Trinity 403(b) - Metropol...	S	1 Oct 2019	$50,001 - $100,000	Rollover to ML IRA
Trinity 403(b) - Diamond ...	S	1 Oct 2019	$15,001 - $50,000	Rollover to ML IRA
Trinity 403(b) - Loomis S...	S	1 Oct 2019	$15,001 - $50,000	Rollover to ML IRA
Trinity 403(b) - American...	S	1 Oct 2019	$15,001 - $50,000	Rollover to ML IRA
TR 403(b) - Lincoln Multi...	S	1 Oct 2019	$1,001 - $15,000	Rollover to ML IRA
TR 403(b) - T Rowe Price ...	S	1 Oct 2019	$1,001 - $15,000	Rollover to ML IRA
Inherited IRA - PNC Funds... PLOIX	S	30 Sept 2019	$1,001 - $15,000	-
IRA - Blackrock Liquidity...	P	16 Aug 2019	$15,001 - $50,000	-
United Financial Bancorp,... UBNK	E	15 Jul 2019	$15,001 - $50,000	Exchange of shares of UBNK for PBCT due to merger
People's United Financial... PBCT	E	15 Jul 2019	$15,001 - $50,000	Exchange of shares of UBNK for PBCT due to merger
IRA - Domini Impact Int'l...	S (partial)	14 Jun 2019	$1,001 - $15,000	-
IRA - TIAA CREF Social Ch...	P	14 Jun 2019	$1,001 - $15,000	-
IRA - Brown Advantage Sus...	P	14 Jun 2019	$1,001 - $15,000	-
IRA - IShares MSCI USA ES...	S (partial)	14 Jun 2019	$15,001 - $50,000	-
IRA - Calvert Equity Fund	P	14 Jun 2019	$1,001 - $15,000	-
IRA - ISH USD High Yield	P	14 Jun 2019	$1,001 - $15,000	-
IRA - SPDR Series TR	S	14 Jun 2019	$1,001 - $15,000	-
IRA - IShares MSCI EM ESG...	S (partial)	14 Jun 2019	$1,001 - $15,000	-
IRA - IShares MSCI ACWI L...	P	23 Jan 2019	$1,001 - $15,000	-
IRA - Schwab US Large Cap	P	23 Jan 2019	$15,001 - $50,000	-
IRA - SPDR Series TR	P	23 Jan 2019	$1,001 - $15,000	-
IRA - Delaware Corporate ...	P	23 Jan 2019	$1,001 - $15,000	-
IRA - IShares MSCI EM ESG...	P	23 Jan 2019	$1,001 - $15,000	-
IRA - Delaware Small Cap ...	P	23 Jan 2019	$1,001 - $15,000	-
IRA - Blackrock High Yiel...	S	23 Jan 2019	$1,001 - $15,000	-
IRA - Calvert US Large Ca...	P	23 Jan 2019	$1,001 - $15,000	-
IRA - Brown Advantage Sus...	P	23 Jan 2019	$15,001 - $50,000	-