Disclosed trades · 116 on record, deduplicated
Every STOCK Act periodic transaction report filed by Joe Courtney, one row per disclosure. Amounts are the bands the form requires — Congress never reports an exact figure. "Excess vs SPY" is the ticker's move since the trade date minus SPY's over the same span, in percentage points; it describes the stock, not the member's account.
| Trade date | Ticker | Type | Amount (band) | Owner | Filed | Gap | Excess vs SPY |
|---|---|---|---|---|---|---|---|
| 2022-04-05 | MFC MANULIFE FINANCIAL CORPORATION |
Sale | $1,001 - $15,000 | — | 2022-04-12 | 7d | — |
| 2022-03-03 | PBCT PEOPLE'S UNITED FINANCIAL, INC. |
Sale | $15,001 - $50,000 | — | 2022-04-12 | 40d | — |
| 2020-10-16 | VWO VANGUARD FTSE EMERGING MARKETS ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | GOVT ISHARES U.S. TREASURY BOND ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | FLQL FRANKLIN LIBERTYQ U.S. EQUITY ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | VOO VANGUARD S&P 500 ETF |
Purchase | $15,001 - $50,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | AAPL APPLE INC. |
Sale | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | FLCO FRANKLIN LIBERTY INVESTMENT GRADE CORPOR… |
Purchase | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK … |
Sale | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | FLCB FRANKLIN LIBERTY U.S. CORE BOND ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-16 | VEA VANGUARD FTSE DEVELOPED MARKETS ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-16 | 31d | — |
| 2020-10-09 | BTZ BLACKROCK CREDIT ALLOCATION INCOME TRUST |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | SRLN SPDR BLACKSTONE GSO SENIOR LOAN ETF |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | IJR ISHARES CORE S&P SMALL-CAP ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | USMV ISHARES MSCI USA MIN VOL FACTOR ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | VLUE ISHARES MSCI USA VALUE FACTOR ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | DSU BLACKROCK DEBT STRATEGIES FUND, INC. |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | PUTW WISDOMTREE CBOE S&P 500 PUTWRITE STRATEG… |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | EVV EATON VANCE LIMITED DURATION INCOME FUND… |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | VTI VANGUARD TOTAL STOCK MARKET ETF |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | VIG VANGUARD DIV APPRECIATION ETF |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | DIV GLOBAL X SUPER DIVIDEND ETF |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | IDV ISHARES INTERNATIONAL SELECT DIVIDEND ET… |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | IEF ISHARES 7-10 YEAR TREASURY BOND ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | ET ENERGY TRANSFER LP COMMON UNITS |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | BABA ALIBABA GROUP HOLDING LIMITED AMERICAN D… |
Sale | $15,001 - $50,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | XSOE WISDOMTREE EMERGING MARKETS EX-STATE OWN… |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | TLT ISHARES 20+ YEAR TREASURY BOND ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | IVV ISHARES CORE S&P 500 ETF |
Purchase | $15,001 - $50,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | NTDOY NINTENDO CO LTD ADR |
Sale | $15,001 - $50,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | IHI ISHARES U.S. MEDICAL DEVICES ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | F FORD MOTOR COMPANY |
Sale | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | ESGU ISHARES ESG AWARE MSCI USA ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | IEFA ISHARES CORE MSCI EAFE ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-10-09 | EFG ISHARES MSCI EAFE GROWTH ETF |
Purchase | $1,001 - $15,000 | — | 2020-11-06 | 28d | — |
| 2020-08-07 | AAPL APPLE INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | MSFT MICROSOFT CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | CVX CHEVRON CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | HD HOME DEPOT, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | BLK BLACKROCK, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | KDP KEURIG DR PEPPER INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | CSCO CISCO SYSTEMS, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | PLD PROLOGIS, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | C CITIGROUP, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | JPM JP MORGAN CHASE & CO. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | WMT WALMART INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | SHW SHERWIN-WILLIAMS COMPANY |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | ROST ROSS STORES, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | UNP UNION PACIFIC CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | ZTS ZOETIS INC. CLASS A |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | ANTM ANTHEM, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | DIS WALT DISNEY COMPANY |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | BLL BALL CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | HON HONEYWELL INTERNATIONAL INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | DHR DANAHER CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | COF CAPITAL ONE FINANCIAL CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | TFC TRUIST FINANCIAL CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | HLT HILTON WORLDWIDE HOLDINGS INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | MCHP MICROCHIP TECHNOLOGY INCORPORATED |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | V VISA INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | AMZN AMAZON.COM, INC. |
Sale | $15,001 - $50,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | PEP PEPSICO, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | STZ CONSTELLATION BRANDS, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | COST COSTCO WHOLESALE CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | FISV FISERV, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | LMT LOCKHEED MARTIN CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | TMO THERMO FISHER SCIENTIFIC INC |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | ABT ABBOTT LABORATORIES |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | NEE NEXTERA ENERGY, INC. |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-08-07 | GOOGL ALPHABET INC. - CLASS A |
Sale | $1,001 - $15,000 | — | 2020-08-27 | 20d | — |
| 2020-06-02 | CB CHUBB LIMITED |
Sale | $1,001 - $15,000 | — | 2020-07-29 | 57d | — |
| 2020-05-13 | CVX CHEVRON CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 77d | — |
| 2020-05-01 | FISV FISERV, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 89d | — |
| 2020-05-01 | BLL BALL CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 89d | — |
| 2020-05-01 | TOT TOTAL S.A. |
Sale | $1,001 - $15,000 | — | 2020-07-29 | 89d | — |
| 2020-03-27 | HLT HILTON WORLDWIDE HOLDINGS INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 124d | — |
| 2020-03-25 | KDP KEURIG DR PEPPER INC. |
Sale | $1,001 - $15,000 | — | 2020-07-29 | 126d | — |
| 2020-03-18 | SYY SYSCO CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-07-29 | 133d | — |
| 2020-03-18 | PEP PEPSICO, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 133d | — |
| 2020-02-10 | C CITIGROUP, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 170d | — |
| 2020-02-10 | NEE NEXTERA ENERGY, INC. |
Sale | $1,001 - $15,000 | — | 2020-07-29 | 170d | — |
| 2020-02-10 | CB CHUBB LIMITED |
Sale | $1,001 - $15,000 | — | 2020-07-29 | 170d | — |
| 2019-12-31 | AMZN AMAZON.COM, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | AMT AMERICAN TOWER CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | ROST ROSS STORES, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | CSCO CISCO SYSTEMS, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | SYY SYSCO CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | DHR DANAHER CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | NEE NEXTERA ENERGY, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | KDP KEURIG DR PEPPER INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | TOT TOTAL S.A. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | CB CHUBB LIMITED |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | HD HOME DEPOT, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | WMT WALMART INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | ABT ABBOTT LABORATORIES |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | MCHP MICROCHIP TECHNOLOGY INCORPORATED |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | AAPL APPLE INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | COST COSTCO WHOLESALE CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | BLK BLACKROCK, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | MSFT MICROSOFT CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | TFC TRUIST FINANCIAL CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | SHW SHERWIN-WILLIAMS COMPANY |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | V VISA INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | ZTS ZOETIS INC. CLASS A |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | STZ CONSTELLATION BRANDS, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | TMO THERMO FISHER SCIENTIFIC INC |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | PLD PROLOGIS, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | UNP UNION PACIFIC CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | GOOGL ALPHABET INC. - CLASS A |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | C CITIGROUP, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | JPM JP MORGAN CHASE & CO. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | COF CAPITAL ONE FINANCIAL CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | DIS WALT DISNEY COMPANY |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | HON HONEYWELL INTERNATIONAL INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | ANTM ANTHEM, INC. |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
| 2019-12-31 | LMT LOCKHEED MARTIN CORPORATION |
Purchase | $1,001 - $15,000 | — | 2020-07-29 | 211d | — |
Gap = days from trade to filing; the STOCK Act allows 45. Late rows are marked red. 0.0% of this member's filings in the last five years were late (Congress-wide: 12.1%). Excess-return figures require a real price at both ends; rows without one show "—". Source: historical_trades_dedup, trade_returns.