Joe Courtney Stock Trades

Joe Courtney Congressional Trading Activity | Quantellect

Joe Courtney's disclosed trading activity is almost entirely his spouse's, not his own. Of 164 transactions in the record, 162 are attributed to a spouse and only 2 to the congressman himself, and the two self-attributed trades are both sales tied to a single 2022 filing. Anyone reading this profile as a window into Courtney's personal stock-picking will be reading the wrong data. What it actually shows is a series of spouse-attributed transactions that went through a period of intense turnover in 2020, followed by only two self-attributed sales in 2022.

The numbers by year make the shape of this clear. Of 164 total transactions across the disclosed period, 128 occurred in 2020 alone, versus 34 in 2019 and just 2 in 2022. There is no record of any transactions in 2021 in this dataset, and no later transaction appears after April 5, 2022. The 2020 concentration includes two large clusters of trades dated October 9 and October 16, each reported in a separate filing the following month and each covering dozens of line items. Overall the record shows 91 purchases against 73 sales, a modest tilt toward buying. That overall tilt comes from 34 purchases in 2019; the 2020 activity comprised 57 purchases and 71 sales.

Spousal Trading Through Franklin and iShares Funds

The spouse-attributed transactions dated October 16, 2020, and disclosed November 16, include multiple purchases inside an "Inherited IRA": Franklin Liberty U.S. Core Bond ETF, Franklin Liberty Investment Grade Corporate ETF, Franklin Small Cap Growth Fund, Franklin Growth Fund Advantage, and Franklin International Growth Advisor Class. They appear alongside sales of funds such as T. Rowe Price Blue Chip Growth, Federated MDT Small Cap Growth, and PIMCO Income Institutional. The paired purchases and sales are consistent with restructuring activity within the inherited retirement account, rather than a handful of isolated transactions. The details appear in the official November 16 Periodic Transaction Report.

A separate set of spouse-attributed transactions dated October 9, 2020, and disclosed November 6, includes purchases of iShares Core S&P Small-Cap ETF (IJR), iShares Core S&P 500 ETF (IVV), iShares 7-10 Year Treasury Bond ETF (IEF), and iShares Core MSCI EAFE ETF (IEFA). Hartford Core Equity and BlackRock Advantage Large Cap were also purchases, while the sales included WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW), Vanguard Total Stock Market ETF (VTI), Goldman Sachs Dynamic Muni Income Fund, and WCM Focused International Growth. The mix spans broad-market, international, factor, sector, bond, and actively managed products, as shown in the official November 6 filing.

The spouse-attributed transactions dated August 7, 2020, and disclosed August 27, show sales of individual names including Citigroup, Visa, Home Depot, Costco, Lockheed Martin, Chevron, Danaher, Thermo Fisher, Prologis, Ross Stores, and Keurig Dr Pepper. Purchases disclosed for the same date include an SPDR Treasury bill fund, Calvert Equity Fund, TIAA-CREF Impact Bond, CRA Qualified Investment Fund, and an iShares MSCI EAFE ESG product. Those transactions are documented in the official August 27 filing.

Sector activity data shows variety among the transactions that could be classified. Financials accounts for 20 disclosed transactions, the largest classified sector after an "Unknown" bucket of 79 transactions where sector classification was not available. Consumer Staples (13), Consumer Discretionary (10), Information Technology (9), and Health Care (8) round out the next tier, with smaller counts in Industrials, Energy, Materials, Real Estate, Utilities, and Communication Services. No classified sector accounts for a majority of the activity, while the large Unknown category limits how far the sector breakdown can be interpreted.

Individual Names in the Frequency Data

Among individual equities, Apple, Citigroup, Chubb, Keurig Dr Pepper, and NextEra Energy each appear three times in the disclosure record. A large group of blue-chip names, including Microsoft, JPMorgan Chase, Visa, Home Depot, Walmart, Costco, Amazon, and Honeywell, appears twice each, generally with one purchase and one sale. Manulife Financial Corporation and People's United Financial were sold in March and April 2022, the most recent disclosed activity in this record, and both transactions carry the "Self" attribution rather than spouse.

The People's United Financial (PBCT) sale occurred on March 3, 2022, within a disclosed range of $15,001 to $50,000. The Manulife Financial (MFC) sale occurred on April 5, 2022, within a disclosed range of $1,001 to $15,000. Both were disclosed on April 12 in the same official Periodic Transaction Report and stand out as the only two transactions attributed directly to Courtney in this record.

Disclosure and Attribution Notes

Periodic transaction reporting by members of Congress is required under the Stop Trading on Congressional Knowledge Act of 2012. The transaction data referenced above comes from Periodic Transaction Reports filed with the Office of the Clerk of the House, consistent with the House Committee on Ethics financial disclosure guide. As of this writing, no Quantellect Score has been published for Joe Courtney; among the 537 sitting members of Congress, 276 currently show zero disclosed trades, and 73 sitting members carry a published score as of August 21, 2026.