Joe Courtney

DDemocratHouseCT-02Current memberTerm Jan 3, 2025 – Jan 3, 2027

Follow (RSS)Official site Wikipedia Bioguide disclosures-clerk.house.gov

Committees

Current-Congress assignments from the official roster; leadership seats are outlined.

Filing statistics

Official dates; averages are derived

Filed on time

59%

67 of 163 trades late · slowest 211 days

Avg filing frequency

Every 156 days

5 filings

Since last filing

1,669 days

Apr 12, 2022

Transactions

164

91 buys · 73 sells · 8 in review

Whale profile Estimated

Whale watch

Whale score

—/ 100

Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count.

12-month volume: $0; 0 trades · midpoints
Largest trade: $15,001 - $50,000; Median midpoint $8K
All-time volume: $1.7M; 164 trades
Late filings: 67; Filed after the STOCK Act deadline
Hindsight 15% moves: 6.5% · 7 of 164; Stock moved 15%+ the trade's way within 30 trading days
Avg 30-day forward return: +1.7%; Sign-adjusted: buys +, sells −

Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated

Estimated portfolio Estimated

Full portfolio

$319,386

30-day change

-$11.1K -3.4%

Return vs S&P 500 proxy

+29.8% vs +50.2%

Return index · 100 = break-even34 positions · as of Nov 5, 2026

Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated

Top holdings Estimated

IVV
iShares Core S&P 500 ETF
21.5%
$68.8K
VOO
Vanguard S&P 500 ETF
21.5%
$68.7K
VLUE
iShares MSCI USA Value Factor ETF
5.9%
$18.8K
FLQL
Franklin U.S. Large Cap Multifactor Index ETF
5.1%
$16.3K
IJR
iShares Core S&P Small-Cap ETF
4.5%
$14.5K
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
4.1%
$13.1K
USMV
iShares MSCI USA Min Vol Factor ETF
3.9%
$12.4K
IEFA
iShares Core MSCI EAFE ETF
3.8%
$12.3K
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
3.0%
$9.7K
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
2.9%
$9.2K

Sector allocation Estimated

ETF
84.3%
$269.2K
Consumer Cyclical
3.4%
$10.9K
Healthcare
2.9%
$9.1K
Financial Services
2.7%
$8.5K
Consumer Defensive
2.4%
$7.5K
Technology
2.0%
$6.5K
Communication Services
0.9%
$2.9K
Real Estate
0.8%
$2.6K
Basic Materials
0.6%
$1.9K
Unclassified
0.1%
$176
Industrials
0.0%
$47

Trades

Best buys after disclosure vs the S&P 500 Estimated

Since the disclosure · shares only

Disclosed trades
Ticker	Asset	Type	Owner	Amount	vs S&P Estimated	Traded	Filed	Source
HLT	Hilton Worldwide Holdings Inc. (HlT)	Buy	Spouse	$1,001 - $15,000	+252.2%	Mar 27, 2020	Jul 29, 2020124d	Filing
GOOGL	Alphabet Inc. - Class A (gOOgl)	Buy	Spouse	$1,001 - $15,000	+145.5%	Dec 31, 2019	Jul 29, 2020211d	Filing
AAPL	Apple Inc. (AAPl)	Buy	Spouse	$1,001 - $15,000	+136.7%	Dec 31, 2019	Jul 29, 2020211d	Filing

Worst buys after disclosure vs the S&P 500 Estimated

Since the disclosure · shares only

Disclosed trades
Ticker	Asset	Type	Owner	Amount	vs S&P Estimated	Traded	Filed	Source
ZTS	Zoetis Inc. Class A (ZTS)	Buy	Spouse	$1,001 - $15,000	-169.8%	Dec 31, 2019	Jul 29, 2020211d	Filing
FISV	Fiserv, Inc. (FISV)	Buy	Spouse	$1,001 - $15,000	-163.6%	May 1, 2020	Jul 29, 202089d	Filing
TLT	iShares 20+ Year Treasury Bond ETF (TLT)	Buy	Spouse	$1,001 - $15,000	-157.9%	Oct 9, 2020	Nov 6, 202028d	Filing

Totals: $948.5K bought and $731K sold (range midpoints); first trade Dec 31, 2019, last trade Apr 5, 2022. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.