https://congress.bpleon.com/ Stock trades disclosed by Joe Courtney, newest filings first, each linked to the official filing. en-us https://congress.bpleon.com/filings/2655/trade-2655-2Tue, 12 Apr 2022 12:00:00 GMTPeople's United Financial, Inc. (PBCT). Traded Mar 3, 2022, filed Apr 12, 2022 (40 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020780.pdf https://congress.bpleon.com/filings/2655/trade-2655-1Tue, 12 Apr 2022 12:00:00 GMTManulife Financial Corporation (MFC). Traded Apr 5, 2022, filed Apr 12, 2022 (7 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020780.pdf https://congress.bpleon.com/filings/1268/trade-1268-21Mon, 16 Nov 2020 12:00:00 GMTWCM Focused International growth. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-20Mon, 16 Nov 2020 12:00:00 GMTVanguard S&P 500 ETF (VOO). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-19Mon, 16 Nov 2020 12:00:00 GMTVanguard FTSE Emerging Markets ETF (VWO). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-18Mon, 16 Nov 2020 12:00:00 GMTVanguard FTSE Developed Markets ETF (VEA). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-17Mon, 16 Nov 2020 12:00:00 GMTTempleton Developing Markets Trust. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-16Mon, 16 Nov 2020 12:00:00 GMTT Rowe Price blue Chip growth. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-15Mon, 16 Nov 2020 12:00:00 GMTSPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-14Mon, 16 Nov 2020 12:00:00 GMTPimco FDS Income Institutional. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-13Mon, 16 Nov 2020 12:00:00 GMTLoomis Sayles Senior Float Rate. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-12Mon, 16 Nov 2020 12:00:00 GMTJP Morgan Mortgage backed Securities. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-11Mon, 16 Nov 2020 12:00:00 GMTiShares U.S. Treasury bond ETF (gOVT). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-10Mon, 16 Nov 2020 12:00:00 GMTgoldman Sachs International Equity Insights. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-9Mon, 16 Nov 2020 12:00:00 GMTFranklin Small Cap Value Fund. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-8Mon, 16 Nov 2020 12:00:00 GMTFranklin Small Cap growth Fund. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-7Mon, 16 Nov 2020 12:00:00 GMTFranklin LibertyQ U.S. Equity ETF (FLQL). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-6Mon, 16 Nov 2020 12:00:00 GMTFranklin Liberty U.S. Core bond ETF (FLCb). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-5Mon, 16 Nov 2020 12:00:00 GMTFranklin Liberty Investment grade Corporate ETF (FLCO). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-4Mon, 16 Nov 2020 12:00:00 GMTFranklin International growth Advisor Class. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-3Mon, 16 Nov 2020 12:00:00 GMTFranklin growth Fund Advantage. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-2Mon, 16 Nov 2020 12:00:00 GMTFederated MDT Small Cap growth. Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1268/trade-1268-1Mon, 16 Nov 2020 12:00:00 GMTApple Inc. (AAPL). Traded Oct 16, 2020, filed Nov 16, 2020 (31 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017685.pdf https://congress.bpleon.com/filings/1267/trade-1267-35Fri, 06 Nov 2020 12:00:00 GMTWisdomTree Emerging Markets Ex-State Owned Enterprises Fund (XSOE). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-34Fri, 06 Nov 2020 12:00:00 GMTWisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-33Fri, 06 Nov 2020 12:00:00 GMTWCM Focused Int'l growth. Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-32Fri, 06 Nov 2020 12:00:00 GMTVanguard Total Stock Market ETF (VTI). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-31Fri, 06 Nov 2020 12:00:00 GMTVanguard Div Appreciation ETF (VIg). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-30Fri, 06 Nov 2020 12:00:00 GMTSPDR Blackstone gSO Senior Loan ETF (SRLN). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-29Fri, 06 Nov 2020 12:00:00 GMTRivernorth Funds Doubleline Strategic Income. Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-28Fri, 06 Nov 2020 12:00:00 GMTPimco Municipal Bond Fund - PMUPX. Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-27Fri, 06 Nov 2020 12:00:00 GMTPimco Investments Income Inst'l. Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-26Fri, 06 Nov 2020 12:00:00 GMTNintendo Co Ltd ADR (NTDOY). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-25Fri, 06 Nov 2020 12:00:00 GMTiShares U.S. Medical Devices ETF (IHI). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-24Fri, 06 Nov 2020 12:00:00 GMTiShares MSCI USA Value Factor ETF (VLUE). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-23Fri, 06 Nov 2020 12:00:00 GMTiShares MSCI USA Min Vol Factor ETF (USMV). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-22Fri, 06 Nov 2020 12:00:00 GMTiShares MSCI EAFE growth ETF (EFg). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-21Fri, 06 Nov 2020 12:00:00 GMTiShares International Select Dividend ETF (IDV). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-20Fri, 06 Nov 2020 12:00:00 GMTiShares ESg Aware MSCI USA ETF (ESgU). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-19Fri, 06 Nov 2020 12:00:00 GMTiShares Core S&P Small-Cap ETF (IJR). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-18Fri, 06 Nov 2020 12:00:00 GMTiShares Core S&P 500 ETF (IVV). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-17Fri, 06 Nov 2020 12:00:00 GMTiShares Core MSCI EAFE ETF (IEFA). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-16Fri, 06 Nov 2020 12:00:00 GMTiShares 7-10 Year Treasury Bond ETF (IEF). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-15Fri, 06 Nov 2020 12:00:00 GMTiShares 20+ Year Treasury Bond ETF (TLT). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-14Fri, 06 Nov 2020 12:00:00 GMTHartford Core Equity Fund - HgIIX. Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-13Fri, 06 Nov 2020 12:00:00 GMTgoldman Sachs Dynamic Muni Income Fund. Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-12Fri, 06 Nov 2020 12:00:00 GMTglobal X Super Dividend ETF (DIV). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-11Fri, 06 Nov 2020 12:00:00 GMTFord Motor Company (F). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-10Fri, 06 Nov 2020 12:00:00 GMTEnergy Transfer LP Common Units (ET). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf https://congress.bpleon.com/filings/1267/trade-1267-9Fri, 06 Nov 2020 12:00:00 GMTEaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest (EVV). Traded Oct 9, 2020, filed Nov 6, 2020 (28 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf