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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
JC

Joe Courtney

U.S. House·CT·last disclosed 2022-04-12
Disclosed book · year-end value
$1.78M
midpoint est. · $840K+ — not market value
73 holdings · $1.49M equity · $297K non-equity
Our verdict on their book · $-weighted, equity only
Avoid0.5%Not covered99.5%
Disclosed trades
129
Buys · Sells
73 · 56
Median reporting lag
28d
avg 62d to disclose
Last disclosed
2022-04-12
Trade cadence · buys above, sells below · last 12 mo
Dec
Feb
Mar
May
Aug
Oct
Mar
Apr

What Joe Courtney owns now

Year-end holdings from their latest annual disclosure · 73 holdings · as of 2024

BB
BBUS
$100K–$250K10%
No call
T
T. Rowe Price Retirement 2025non-equity
$100K–$250K10%
JI
JIRE
$100K+6%
No call
TF
TFI
$50.0K–$100K4%
No call
JB
JBND
$50.0K–$100K4%
No call
JC
JCPB
$50.0K–$100K4%
No call
S
Sweep Accountnon-equity
$17.0K–$80.0K3%
M
M&T Bank Accountsnon-equity
$15.0K–$50.0K2%
▸Show all 73 holdings
N
None Mass Mutual Whole Life Policynon-equity
$15.0K–$50.0K2%
RF
RFDTX
$15.0K–$50.0K2%
No call
IV
IVV
$15.0K–$50.0K2%
No call
SC
SCHA
$15.0K–$50.0K2%
No call
IE
IEMG
$15.0K–$50.0K2%
No call
AG
AGG
$15.0K–$50.0K2%
No call
JG
JGRO
$15.0K–$50.0K2%
No call
JA
JAVA
$15.0K–$50.0K2%
No call
JE
JEMA
$15.0K–$50.0K2%
No call
JG
JGLO
$15.0K–$50.0K2%
No call
JP
JPIE
$15.0K–$50.0K2%
No call
JI
JIVE
$15.0K–$50.0K2%
No call
AT
ATEYX
$15.0K–$50.0K2%
No call
CG
CGBIX
$15.0K–$50.0K2%
No call
CI
CINCX
$15.0K–$50.0K2%
No call
AF
AFEIX
$15.0K–$50.0K2%
No call
ES
ESGYX
$15.0K–$50.0K2%
No call
EI
EIPTX
$15.0K–$50.0K2%
No call
ES
ESPTX
$15.0K–$50.0K2%
No call
UD
UDBTX
$15.0K–$50.0K2%
No call
PG
PGSYX
$15.0K–$50.0K2%
No call
SG
SGOV
$1.00K–$15.0K0%
No call
TL
TLT
$1.00K–$15.0K0%
No call
IA
IAU
$1.00K–$15.0K0%
Avoid
MB
MBB
$1.00K–$15.0K0%
No call
EF
EFV
$1.00K–$15.0K0%
No call
QU
QUAL
$1.00K–$15.0K0%
No call
OE
OEF
$1.00K–$15.0K0%
No call
IV
IVW
$1.00K–$15.0K0%
No call
SU
SUB
$1.00K–$15.0K0%
No call
SH
SHM
$1.00K–$15.0K0%
No call
XL
XLF
$1.00K–$15.0K0%
No call
XL
XLC
$1.00K–$15.0K0%
No call
XL
XLY
$1.00K–$15.0K0%
No call
XL
XLI
$1.00K–$15.0K0%
No call
XL
XLK
$1.00K–$15.0K0%
No call
VO
VO
$1.00K–$15.0K0%
No call
VO
VONG
$1.00K–$15.0K0%
No call
BS
BSV
$1.00K–$15.0K0%
No call
VP
VPU
$1.00K–$15.0K0%
No call
BH
BHYIX
$1.00K–$15.0K0%
No call
CE
CEMIX
$1.00K–$15.0K0%
No call
CP
CPXIX
$1.00K–$15.0K0%
No call
CS
CSDIX
$1.00K–$15.0K0%
No call
D
Deposit Sweep Accountnon-equity
$1.00K–$15.0K0%
ML
MLPA
$1.00K–$15.0K0%
No call
PG
PGX
$1.00K–$15.0K0%
No call
PX
PXF
$1.00K–$15.0K0%
No call
BK
BKLN
$1.00K–$15.0K0%
No call
ID
IDV
$1.00K–$15.0K0%
No call
EM
EMB
$1.00K–$15.0K0%
No call
SC
SCHD
$1.00K–$15.0K0%
No call
PR
PRFRX
$1.00K–$15.0K0%
No call
VE
VEGBX
$1.00K–$15.0K0%
No call
VY
VYM
$1.00K–$15.0K0%
No call
VY
VYMI
$1.00K–$15.0K0%
No call
VT
VT
$1.00K–$15.0K0%
No call
BB
BBHY
$1.00K–$15.0K0%
No call
JI
JIG
$1.00K–$15.0K0%
No call
VI
VIG
$1.00K–$15.0K0%
No call
FH
FHESX
$1.00K–$15.0K0%
No call
FH
FHHIX
$1.00K–$15.0K0%
No call
ES
ESGD
$1.00K–$15.0K0%
No call
SU
SUSC
$1.00K–$15.0K0%
No call
MU
MUB
$1.00–$1.00K0%
No call

Reported asset value, disclosed ranges · how we built this

What Joe Courtney did

129 disclosed trades

2022-04-12MFCManulife Financial CorporationSell
$1.00K–$15.0K
7d lagtraded 2022-04-05PTR ↗
2022-04-12—New People's United Financial, Inc.Sell
$15.0K–$50.0K
40d lagtraded 2022-03-03PTR ↗
2020-11-16AAPLSP Apple Inc.Sell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP Federated MDT Small Cap growthSell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—QISCX SP Franklin growth Fund AdvantageBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—FCgAX SP Franklin International growth Advisor ClassBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16FLCOFNgZX SP Franklin Liberty Investment grade Corporate ETFBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16FLQLInherited IRA SP Franklin LibertyQ U.S. Equity ETFBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP Franklin Small Cap growth FundBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—FSSAX SP Franklin Small Cap Value FundBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—FVADX SP goldman Sachs International Equity InsightsBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP JP Morgan Mortgage backed SecuritiesBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—-- 2 of 4 -- SP Loomis Sayles Senior Float RateSell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—LSFYX SP Pimco FDS Income InstitutionalSell
$15.0K–$50.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16SPTMPIMIX SP SPDR Portfolio S&P 1500 Composite Stock Market ETFSell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP T Rowe Price blue Chip growthSell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—TbCIX SP Templeton Developing Markets TrustBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16VEATDADX SP Vanguard FTSE Developed Markets ETFBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16VWOInherited IRA SP Vanguard FTSE Emerging Markets ETFBuy
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16VOOInherited IRA SP Vanguard S&P 500 ETFBuy
$15.0K–$50.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-16—Inherited IRA SP WCM Focused International growthSell
$1.00K–$15.0K
31d lagtraded 2020-10-16PTR ↗
2020-11-06BABAolding Limited American Depositary Shares each representing eight Ordinary shareSell
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06MALRXInherited Brokerage Account SP Blackrock Advantage Large Cap - MALRXBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06BTZMALRX SP BlackRock Credit Allocation Income TrustSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06DSUInherited Brokerage Account SP Blackrock Debt Strategies Fund, Inc.Sell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06MADCXInherited Brokerage Account SP Blackrock Emerging Markets Fund - MADCXBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—MADCX SP Blackrock High Yield Municipal Fund - MAYHXBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06MANLXMAYHX SP Blackrock National Municipal Fund - MANLXBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—MANLX SP Blackrock Technologies Opportunity Fund - BgSIXBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06EVVEaton Vance Limited Duration Income Fund Common Shares of Beneficial InterestSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06ETInherited Brokerage Account SP Energy Transfer LP Common UnitsSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06FInherited Brokerage Account SP Ford Motor CompanySell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06DIVInherited Brokerage Account SP global X Super Dividend ETFSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—Inherited Brokerage Account SP goldman Sachs Dynamic Muni Income FundSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—gSMTX SP Hartford Core Equity Fund - HgIIXBuy
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06TLTYear Treasury Bond ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IEFInherited Brokerage Account SP iShares 7-10 Year Treasury Bond ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IEFAInherited Brokerage Account SP iShares Core MSCI EAFE ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IVVInherited Brokerage Account SP iShares Core S&P 500 ETFBuy
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IJRInherited Brokerage Account SP iShares Core S&P Small-Cap ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IDVInherited Brokerage Account SP iShares International Select Dividend ETFSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06USMVInherited Brokerage Account SP iShares MSCI USA Min Vol Factor ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06VLUEInherited Brokerage Account SP iShares MSCI USA Value Factor ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06IHIInherited Brokerage Account SP iShares U.S. Medical Devices ETFBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06NTDOYInherited Brokerage Account SP Nintendo Co Ltd ADRSell
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—Inherited Brokerage Account SP Pimco Investments Income Inst'lSell
$15.0K–$50.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06PMUPXPIMIX SP Pimco Municipal Bond Fund - PMUPXBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—PMUPX SP Rivernorth Funds Doubleline Strategic IncomeSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06SRLNRNSIX SP SPDR Blackstone gSO Senior Loan ETFSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06VTIInherited Brokerage Account SP Vanguard Total Stock Market ETFSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06—Inherited Brokerage Account SP WCM Focused Int'l growthSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06PUTWWCMIX SP WisdomTree CBOE S&P 500 PutWrite Strategy FundSell
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-11-06XSOEBrokerage Account SP WisdomTree Emerging Markets Ex-State Owned Enterprises FundBuy
$1.00K–$15.0K
28d lagtraded 2020-10-09PTR ↗
2020-08-27—SP Ab global bondSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Ab High IncomeSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27AMZNRollover IRA SP Amazon.com, Inc.Sell
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP American Tower CorporationSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Anthem, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP brown Advantage Sustainable growthBuy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP brown Advantage Sustainable growthBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Calvert Equity FundBuy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Calvert uS large Cap Value Responsible IndexBuy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27COFMutual Fund SP Capital One Financial CorporationSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27CVXRollover IRA SP Chevron CorporationSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27CSCORollover IRA SP Cisco Systems, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27CRollover IRA SP Citigroup, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27STZRollover IRA SP Constellation brands, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27COSTRollover IRA SP Costco Wholesale CorporationSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP CRA Qualified Investment FundBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP CRA Qualified Investment FundBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP delaware Corporate bondBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP delaware Corporate bondBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP delaware Small Cap CoreBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP delaware Small Cap Core FundBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP Fidelity Advisor Total bondSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27FISVMutual Fund SP Fiserv, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP guggenheim Total ReturnSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27HONRollover IRA SP Honeywell International Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP ISH uSd High Yield Corporate bondBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP IShares MSCI EM ESg OptimizedBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—ETF SP IShares Trust MSCI EAFE ESg OptimizedBuy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—ETF SP IShares uS Treasury bondBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27JPM-- 5 of 9 -- SP JP Morgan Chase & Co.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27MCHPRollover IRA SP Microchip Technology IncorporatedSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27MSFTRollover IRA SP Microsoft CorporationSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27NEERollover IRA SP NextEra Energy, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Nuveen ESg large Cap ValueBuy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27PEPMutual Fund SP Pepsico, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Pimco Income FundSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27ROSTRollover IRA SP Ross Stores, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27SHWRollover IRA SP Sherwin-Williams CompanySell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP SPdR bloomberg barclays 1-3 month T-billBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27TMOETF SP Thermo Fisher Scientific IncSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP TIAA-CREF Core Impact bondBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Mutual Fund SP TIAA-CREF Impact bondBuy
$15.0K–$50.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27TFCMutual Fund SP Truist Financial CorporationSell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27—Rollover IRA SP Vanguard Total International bondBuy
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27VETF SP Visa Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27WMTRollover IRA SP Walmart Inc.Sell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-08-27ZTSRollover IRA SP Zoetis Inc. Class ASell
$1.00K–$15.0K
20d lagtraded 2020-08-07PTR ↗
2020-07-29AMZNRollover IRA SP Amazon.com, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29AMTRollover IRA SP American Tower CorporationBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29—Rollover IRA SP Anthem, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29COFRollover IRA SP Capital One Financial CorporationBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29CVXRollover IRA SP Chevron CorporationBuy
$1.00K–$15.0K
filed 77d latetraded 2020-05-13PTR ↗
2020-07-29CSCORollover IRA SP Cisco Systems, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29CRollover IRA SP Citigroup, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29CRollover IRA SP Citigroup, Inc.Buy
$1.00K–$15.0K
filed 170d latetraded 2020-02-10PTR ↗
2020-07-29STZ-- 2 of 6 -- SP Constellation brands, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29COSTRollover IRA SP Costco Wholesale CorporationBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29FISVRollover IRA SP Fiserv, Inc.Buy
$1.00K–$15.0K
filed 89d latetraded 2020-05-01PTR ↗
2020-07-29HONRollover IRA SP Honeywell International Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29JPMRollover IRA SP JP Morgan Chase & Co.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29MCHPRollover IRA SP Microchip Technology IncorporatedBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29MSFTRollover IRA SP Microsoft CorporationBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29NEERollover IRA SP NextEra Energy, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29NEERollover IRA SP NextEra Energy, Inc.Sell
$1.00K–$15.0K
filed 170d latetraded 2020-02-10PTR ↗
2020-07-29PEPRollover IRA SP Pepsico, Inc.Buy
$1.00K–$15.0K
filed 133d latetraded 2020-03-18PTR ↗
2020-07-29ROSTRollover IRA SP Ross Stores, Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29SHWRollover IRA SP Sherwin-Williams CompanyBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29SYY-- 4 of 6 -- SP Sysco CorporationBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29SYYRollover IRA SP Sysco CorporationSell
$1.00K–$15.0K
filed 133d latetraded 2020-03-18PTR ↗
2020-07-29TMORollover IRA SP Thermo Fisher Scientific IncBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29TOTRollover IRA SP Total S.A.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29TOTRollover IRA SP Total S.A.Sell
$1.00K–$15.0K
filed 89d latetraded 2020-05-01PTR ↗
2020-07-29TFCRollover IRA SP Truist Financial CorporationBuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29VRollover IRA SP Visa Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29WMTRollover IRA SP Walmart Inc.Buy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
2020-07-29ZTS-- 5 of 6 -- SP Zoetis Inc. Class ABuy
$1.00K–$15.0K
filed 211d latetraded 2019-12-31PTR ↗
How we built this

Holdings come from Joe Courtney's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).