Joe Courtney — Stock Trades & Portfolio
Joe Courtney is a member of the U.S. House of Representatives representing D-CT (CT). According to periodic transaction reports (PTR) filed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), Joe Courtney and immediate family members (including spouse transactions) have disclosed 96 stock and financial asset transactions across 1 tickers over recent reporting cycles, representing an aggregate disclosed trading volume exceeding $513K.
Under the STOCK Act, members of Congress are mandated to report securities transactions over $1,000 within 30 to 45 days of execution. Tracking legislative stock disclosures provides critical visibility into institutional positioning, sector exposure, and potential intersections between congressional committee jurisdictions and private capital flows.
Primary Regulatory Source: Official Periodic Transaction Reports (PTR) and annual financial disclosures for Joe Courtney are mandated under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act) and publicly archived by the Office of the Clerk of the U.S. House of Representatives. Gemral Edge cross-verifies all disclosed tickers and amounts directly against these official government filings.
Quick Facts & Congressional Trading Direct Answers
What was Joe Courtney's latest stock trade?
According to official STOCK Act filings, Joe Courtney's most recently recorded transaction was a sale of PBCT (People's United Financial, Inc.) on 2022-03-03 (disclosed on 2022-04-12), valued between $15K and $50K.
What is Joe Courtney's primary traded stock sector?
Disclosures reveal primary portfolio concentration in IVV, VOO, VLUE, FLQL, reflecting thematic positioning across technology, industrial, and regulated equities.
When must members of Congress disclose stock trades?
Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally required to file Periodic Transaction Reports (PTR) within 30 days of trade notification and no later than 45 days after execution.
Core Portfolio Holdings & Disclosed Equity Allocation
Estimated major equity positions derived from public financial disclosures and periodic transaction reports:
| Ticker | Estimated Position Value | Share of Top Holdings |
|---|---|---|
| IVV | $60K | 41.2% |
| VOO | $60K | 41.1% |
| VLUE | $10K | 7.0% |
| FLQL | $8K | 5.8% |
| IJR | $7K | 5.0% |
Recent Disclosed Congressional Stock Transactions
Periodic Transaction Reports (PTR) disclosed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act):
| Transaction Date | Filing Date | Ticker | Action | Disclosed Range | Account Owner | Asset Description | Official Filing |
|---|---|---|---|---|---|---|---|
| 2022-03-03 | 2022-04-12 | PBCT | SELL | $15K – $50K | Self | People's United Financial, Inc. | Filing PTR |
| 2020-10-16 | 2020-11-16 | VEA | BUY | $1K – $15K | Spouse | Vanguard FTSE Developed Markets ETF | Filing PTR |
| 2020-10-16 | 2020-11-16 | VOO | BUY | $15K – $50K | Spouse | Vanguard S&P 500 ETF | Filing PTR |
| 2020-10-16 | 2020-11-16 | AAPL | SELL | $1K – $15K | Spouse | Apple Inc. | Filing PTR |
| 2020-10-16 | 2020-11-16 | FLQL | BUY | $1K – $15K | Spouse | Franklin LibertyQ U.S. Equity ETF | Filing PTR |
| 2020-10-16 | 2020-11-16 | GOVT | BUY | $1K – $15K | Spouse | iShares U.S. Treasury bond ETF | Filing PTR |
| 2020-10-16 | 2020-11-16 | SPTM | SELL | $1K – $15K | Spouse | SPDR Portfolio S&P 1500 Composite Stock Market ETF | Filing PTR |
| 2020-10-16 | 2020-11-16 | VWO | BUY | $1K – $15K | Spouse | Vanguard FTSE Emerging Markets ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | ET | SELL | $1K – $15K | Spouse | Energy Transfer LP Common Units | Filing PTR |
| 2020-10-09 | 2020-11-06 | DSU | SELL | $1K – $15K | Spouse | Blackrock Debt Strategies Fund, Inc. | Filing PTR |
| 2020-10-09 | 2020-11-06 | DIV | SELL | $1K – $15K | Spouse | global X Super Dividend ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | IEF | BUY | $1K – $15K | Spouse | iShares 7-10 Year Treasury Bond ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | IVV | BUY | $15K – $50K | Spouse | iShares Core S&P 500 ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | VLUE | BUY | $1K – $15K | Spouse | iShares MSCI USA Value Factor ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | NTDOY | SELL | $15K – $50K | Spouse | Nintendo Co Ltd ADR | Filing PTR |
| 2020-10-09 | 2020-11-06 | SRLN | SELL | $1K – $15K | Spouse | SPDR Blackstone gSO Senior Loan ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | VTI | SELL | $1K – $15K | Spouse | Vanguard Total Stock Market ETF | Filing PTR |
| 2020-10-09 | 2020-11-06 | PUTW | SELL | $1K – $15K | Spouse | WisdomTree CBOE S&P 500 PutWrite Strategy Fund | Filing PTR |
| 2020-10-09 | 2020-11-06 | BABA | SELL | $15K – $50K | Spouse | Alibaba group Holding Limited American Depositary Shares each | Filing PTR |
| 2020-10-09 | 2020-11-06 | BTZ | SELL | $1K – $15K | Spouse | BlackRock Credit Allocation Income Trust | Filing PTR |
Congressional Committee Assignments & Oversight Jurisdiction
Official committee and subcommittee assignments in the U.S. Congress, indicating policy jurisdiction and regulatory oversight:
| Committee / Subcommittee | Role | Classification |
|---|---|---|
| House Committee on Armed Services | Member | Standing Committee |
| House Committee on Education and Workforce | Member | Standing Committee |
| House Committee on Armed Services — Seapower and Projection Forces | Ranking Member | Subcommittee |
| House Committee on Armed Services — Tactical Air and Land Forces | Member | Subcommittee |
| House Committee on Education and Workforce — Health, Employment, Labor, and Pensions | Member | Subcommittee |
| House Committee on Education and Workforce — Higher Education and Workforce Development | Member | Subcommittee |
Related Corporate Equities & Tracked Defense Contractors
Cross-referenced public corporations, defense contractors, and technology enterprises actively traded or monitored under congressional disclosure regimes:
Related Breaking Regulatory Disclosures
Real-time regulatory disclosures and transaction alerts for Joe Courtney are tracked continuously via Gemral Edge Stories and Breaking Intelligence News.
Congressional Trading Context & STOCK Act Compliance
Congressional trading disclosures under the STOCK Act encompass transactions executed by the member, their spouse, and dependent children. In many prominent portfolios, such as that of Joe Courtney, a significant share of capital activity is executed by spouses (for instance, venture investments, call options, and tech equity transactions by Paul Pelosi). Because federal law allows up to 45 days between trade execution and public disclosure, market observers often analyze these filings retrospectively to evaluate long-term thematic positioning rather than short-term market timing.
Public records indicate an estimated one-year time-weighted return of 15.4% and a cumulative return of +77.9% across historical tracking windows. Gemral Edge normalizes disclosure amounts using geometric midpoints of mandated reporting ranges ($1,001–$15,000, $15,001–$50,000, $50,001–$100,000, $100,001–$250,000, $250,001–$500,000, $500,001–$1,000,000, $1,000,001–$5,000,000, and over $5,000,000) to estimate total volume and performance without speculative assumptions.
Frequently asked questions
What stocks does Joe Courtney trade most frequently?
Congressional disclosures show concentrated exposure in major equities, including IVV, VOO, VLUE, FLQL, IJR. Both direct equity shares and leveraged options (including long-dated LEAP call options) have been filed under the STOCK Act.
Are members of Congress allowed to trade individual stocks?
Yes. Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally permitted to trade publicly traded securities, provided all transactions exceeding $1,000 are publicly filed within 30 to 45 days of execution.
How is trading volume and performance estimated for Joe Courtney?
Gemral Edge normalizes mandated statutory transaction ranges ($1,001–$15,000 up to over $5,000,000) using geometric midpoints, aggregating disclosed transactions from official congressional clerks for research and civic transparency, representing an aggregate disclosed volume exceeding $513K.
Does Joe Courtney trade stocks personally or through a spouse?
Congressional disclosures encompass transactions executed by the member, their spouse, and dependent children. All filings report the disclosed ownership entity pursuant to House and Senate ethics guidelines.
Data intelligence from public filings — not investment advice.