Joe Courtney - Trading Summary and Financial Disclosure Reports

Joe Courtney

Joe Courtney

Democrat Representative

Last trans 2022-04-05
Total trans 40
Top trades: NEEAAPLCB
Joe Courtney is a Democrat and Representative from . His most recent transaction was on 2022-04-05, when he sold shares of Manulife Financial Corp(MFC) with a value of $1,001 - $15,000, according to the financial disclosure required by Title I of the Ethics in Government Act of 1978.
The sale of People's United Financial Inc(PBCT) on 2022-03-03 is the most recent significant trade made by Joe Courtney, which brought him a value of $15,001 - $50,000.
Since 2020-07-29, Joe Courtney has filed a total of 5 times, with a total of 118 transactions. These trades involve 48 different stocks, including NextEra Energy Inc(NEE)Apple Inc(AAPL)Chubb Ltd(CB) and others. For more detailed information, please refer to the Latest Trading section below.

Trades Summary of Joe Courtney

To

Joe Courtney Top Traded Stocks

Among the stocks traded by Joe Courtney, NextEra Energy Inc(NEE)Apple Inc(AAPL)Chubb Ltd(CB) are the ones with the most trading records. Financial Services is the sector he trades the most, about 17% of the trades are concerned about the Financial Services sector.
According to the financial disclosure report, he has made a total of transactions in NextEra Energy Inc(NEE) over the past 5 years. The most-recent trade in NextEra Energy Inc(NEE) is the sale on 2020-08-07, which brought him a value of $1,001 - $15,000
According to the financial disclosure report, he has made a total of transactions in Apple Inc(AAPL) over the past 5 years. The most-recent trade in Apple Inc(AAPL) is the sale on 2020-08-07, which brought him a value of $1,001 - $15,000
According to the financial disclosure report, he has made a total of transactions in Chubb Ltd(CB) over the past 5 years. The most-recent trade in Chubb Ltd(CB) is the buying on 2019-12-31, which cost him a value of $1,001 - $15,000

Top Traded Stocks of Joe Courtney

Ticker Comapny Latest Transaction Date Transaction Type Amount ($)
NEE NextEra Energy Inc 2020-08-07 Sale (Full) $1,001 - $15,000
AAPL Apple Inc 2020-08-07 Sale (Full) $1,001 - $15,000
CB Chubb Ltd 2019-12-31 Purchase $1,001 - $15,000
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Joe Courtney Latest Trading Transactions

See below for the details on Joe Courtney’s latest stock transactions and history.
40/Page
Total 118
  • 1
  • 2
  • 3
Ticker
Company
Transaction Date
Politician Name
Transaction Type
Amount
Asset Type
Filing Date
MFC
Manulife Financial Corp
2022-04-05
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2022-04-12
PBCT
People's United Financial Inc
2022-03-03
 Joe Courtney Sale (Full)$15,001 - $50,000Common Stock
2022-04-12
VOO
Vanguard S&P 500 ETF
2020-10-16
 Joe Courtney Purchase$15,001 - $50,000ETF
2020-11-16
VWO
Vanguard FTSE Emerging Markets ETF
2020-10-16
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-16
VEA
Vanguard FTSE Developed Markets ETF
2020-10-16
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-16
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2020-10-16
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-16
GOVT
iShares U.S. Treasury Bond ETF
2020-10-16
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-16
FLQL
Franklin U.S. Large Cap Multifactor Index ETF
2020-10-16
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-16
FLCB
Franklin U.S. Core Bond ETF
2020-10-16
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-16
FLCO
Franklin Investment Grade Corporate ETF
2020-10-16
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-16
AAPL
Apple Inc
2020-10-16
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-11-16
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
PUTW
WisdomTree PutWrite Strategy Fund
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-06
VTI
Vanguard Total Stock Market ETF
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-06
VIG
Vanguard Dividend Appreciation FTF
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-06
SRLN
SPDR Blackstone Senior Loan ETF
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-06
NTDOY
Nintendo Co Ltd
2020-10-09
 Joe Courtney Sale (Full)$15,001 - $50,000Common Stock
2020-11-06
IHI
iShares U.S. Medical Devices ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
VLUE
iShares MSCI USA Value Factor ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
USMV
iShares MSCI USA Min Vol Factor ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
EFG
iShares MSCI EAFE Growth ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
IDV
iShares International Select Dividend ETF
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-06
ESGU
iShares MSCI USA ESG Optimized ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
IJR
iShares Core S&P Small-Cap ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
IVV
iShares Core S&P 500 ETF
2020-10-09
 Joe Courtney Purchase$15,001 - $50,000ETF
2020-11-06
IEFA
iShares Core MSCI EAFE ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
IEF
iShares 7-10 Year Treasury Bond ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
TLT
iShares 20+ Year Treasury Bond ETF
2020-10-09
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-11-06
DIV
Global X SuperDividend U.S. ETF
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000ETF
2020-11-06
F
Ford Motor Co
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-11-06
ET
Energy Transfer LP
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-11-06
EVV
Eaton Vance Ltd Duration Income Fund
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-11-06
DSU
Blackrock Debt Strategies Fund Inc
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-11-06
BTZ
Blackrock Credit Allocation Income Trust
2020-10-09
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-11-06
BABA
Alibaba Group Holding Ltd
2020-10-09
 Joe Courtney Sale (Full)$15,001 - $50,000Common Stock
2020-11-06
ZTS
Zoetis Inc
2020-08-07
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-08-27
DIS
The Walt Disney Co
2020-08-07
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-08-27
WMT
Walmart Inc
2020-08-07
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-08-27
V
Visa Inc
2020-08-07
 Joe Courtney Sale (Full)$1,001 - $15,000Common Stock
2020-08-27
BNDX
Vanguard Total International Bond ETF
2020-08-07
 Joe Courtney Purchase$1,001 - $15,000ETF
2020-08-27
40/Page
Total 118
  • 1
  • 2
  • 3
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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