Congressional stock trades · Member
Joe Courtney
Representative · CT-2 · Democrat
164 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Armed Services; House Committee on Education and Workforce.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-04-12 | 2022-04-05 | 7 | Member | MFCManulife Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-12 | 2022-03-03 | 40 | Member | People's United Financial, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | WCM Focused International growth | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Templeton Developing Markets Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | T Rowe Price blue Chip growth | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Vanguard S&P 500 ETF | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin Liberty Investment grade Corporate ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Federated MDT Small Cap growth | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin Liberty U.S. Core bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin International growth Advisor Class | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin Small Cap Value Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin growth Fund Advantage | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Vanguard FTSE Emerging Markets ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Loomis Sayles Senior Float Rate | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | SPDR Portfolio S&P 1500 Composite Stock Market ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Pimco FDS Income Institutional | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Goldman Sachs International Equity Insights | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | JP Morgan Mortgage backed Securities | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin LibertyQ U.S. Equity ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | IShares U.S. Treasury bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-16 | 2020-10-16 | 31 | Spouse | Franklin Small Cap growth Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares U.S. Medical Devices ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Blackrock High Yield Municipal Fund - MAYHX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | DSUBlackrock Debt Strategies Fund, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Blackrock Technologies Opportunity Fund - BGSIX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Rivernorth Funds Doubleline Strategic Income | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares ESG Aware MSCI USA ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares Core S&P Small-Cap ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | EVVEaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Hartford Core Equity Fund - HGIIX | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares MSCI USA Value Factor ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Pimco Municipal Bond Fund - PMUPX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Global X Super Dividend ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | ETEnergy Transfer LP Common Units | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Goldman Sachs Dynamic Muni Income Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | WCM Focused Int'l growth | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Blackrock Emerging Markets Fund - MADCX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Pimco Investments Income Inst'l | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Blackrock National Municipal Fund - MANLX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Vanguard Total Stock Market ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares Core MSCI EAFE ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | WisdomTree CBOE S&P 500 PutWrite Strategy Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares Core S&P 500 ETF | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Blackrock Advantage Large Cap - MALRX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | FFord Motor Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | SPDR Blackstone GSO Senior Loan ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | BABAAlibaba group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | BTZBlackRock Credit Allocation Income Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares MSCI EAFE growth ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Vanguard Div Appreciation ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares International Select Dividend ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | Nintendo Co Ltd ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Spouse | IShares MSCI USA Min Vol Factor ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Fidelity Advisor Total bond | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Brown Advantage Sustainable growth | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | TIAA-CREF Core Impact bond | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | IShares Trust MSCI EAFE ESG Optimized | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Delaware Small Cap Core Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | ABTAbbott laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Guggenheim Total Return | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | KDPKeurig dr Pepper Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Ab High Income | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | GOOGLAlphabet Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | DISWalt disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | CRA Qualified Investment Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | FISVFiserv, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | STZConstellation brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | ISH USd High Yield Corporate bond | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | PLDPrologis, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Vanguard Total International bond | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Delaware Small Cap Core | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | SPDR bloomberg barclays 1-3 month T-bill | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Calvert Equity Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | HDHome depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | DHRDanaher Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | COFCapital One Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | TFCTruist Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | HLTHilton Worldwide Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | TIAA-CREF Impact bond | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | IShares MSCI EM ESG Optimized | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | AMTAmerican Tower Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Pimco Income Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | ZTSZoetis Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | MCHPMicrochip Technology Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | ROSTRoss Stores, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Delaware Corporate bond | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | IShares US Treasury bond | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | ELVAnthem, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Ab global bond | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | CRA Qualified Investment Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Delaware Corporate bond | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Calvert US large Cap Value Responsible Index | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | UNPUnion Pacific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Nuveen ESG large Cap Value | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | Brown Advantage Sustainable growth | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | BALLBall Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-27 | 2020-08-07 | 20 | Spouse | TMOThermo Fisher Scientific Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-06-02 | 57 ·>45 | Spouse | CBChubb limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-05-13 | 77 ·>45 | Spouse | CVXChevron Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-05-01 | 89 ·>45 | Spouse | Total S.A. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-05-01 | 89 ·>45 | Spouse | BALLBall Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-05-01 | 89 ·>45 | Spouse | FISVFiserv, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-03-27 | 124 ·>45 | Spouse | HLTHilton Worldwide Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-03-25 | 126 ·>45 | Spouse | KDPKeurig dr Pepper Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-03-18 | 133 ·>45 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-03-18 | 133 ·>45 | Spouse | SYYSysco Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-02-10 | 170 ·>45 | Spouse | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-02-10 | 170 ·>45 | Spouse | CBChubb limited | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2020-02-10 | 170 ·>45 | Spouse | NEENextEra Energy, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | ELVAnthem, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | ROSTRoss Stores, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | LMTLockheed Martin Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | PLDPrologis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | ABTAbbott laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | DISWalt disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | STZConstellation brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | COFCapital One Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | CBChubb limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | HDHome depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | MCHPMicrochip Technology Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | AMTAmerican Tower Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | KDPKeurig dr Pepper Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | Total S.A. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | DHRDanaher Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | CSCOCisco Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | UNPUnion Pacific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | HONHoneywell International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-29 | 2019-12-31 | 211 ·>45 | Spouse | TFCTruist Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
107 assets with a value on the report filed 2020-08-05, 42 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of America Accounts | Other | Member | $1,001 - $15,000 |
| Commonwealth Annuity and Life Insurance Co. "Exceptional Life Policy" | Other | Member | $1,001 - $15,000 |
| Hartford Federal Credit Union | Other | Member | $1 - $1,000 |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Stock | Member | $15,001 - $50,000 |
| BTZBlackRock Credit Allocation Income Trust | Stock | Member | $1,001 - $15,000 |
| DSUBlackrock Debt Strategies Fund, Inc. | Stock | Member | $1,001 - $15,000 |
| DFA Int'l Core Equity | Fund | Member | $1,001 - $15,000 |
| EVVEaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest | Stock | Member | $1,001 - $15,000 |
| ETEnergy Transfer LP Common Units | Stock | Member | $1,001 - $15,000 |
| Federated Investors Tax-Free Obligations | Fund | Member | $1,001 - $15,000 |
| FFord Motor Company | Stock | Member | $1,001 - $15,000 |
| Global X Funds SUPDV US | Fund | Member | $1,001 - $15,000 |
| Goldman Sachs Funds Dynamic Muni Income | Fund | Member | $1,001 - $15,000 |
| IShares Trust Int's Select | Fund | Member | $1,001 - $15,000 |
| Natixis Funds LS SR Floating Rate & Fixed | Fund | Member | $1,001 - $15,000 |
| NexPoint Strategic Opportunities Fund | Stock | Member | $1,001 - $15,000 |
| Nintendo Co Ltd ADR | Stock | Member | $15,001 - $50,000 |
| Northern Funds Ultra Short Fixed | Fund | Member | $1,001 - $15,000 |
| Pimco Investments Income Inst'l | Fund | Member | $15,001 - $50,000 |
| RBB Orinda Income Opportunities | Fund | Member | $1,001 - $15,000 |
| Rivernorth Funds Doubleline Strategic Income | Fund | Member | $1,001 - $15,000 |
| SSGA Active | Fund | Member | $1,001 - $15,000 |
| Sweep Account | Other | Member | $1,001 - $15,000 |
| RTXUnited Technologies Corporation | Stock | Member | $1,001 - $15,000 |
| Vanguard Dividend ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Total Stock Market | Fund | Member | $1,001 - $15,000 |
| Virtus Funds SEIX Floating | Fund | Member | $1,001 - $15,000 |
| WCM Focused Int'l Growth | Fund | Member | $1,001 - $15,000 |
| Wisdomtree Trust CBOE S&P 500 | Fund | Member | $1,001 - $15,000 |
| Wisdomtree Trust Dynamic | Fund | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| Deposit Sweep Account | Other | Member | $1 - $1,000 |
| DFA Int'l Core Equity | Fund | Member | $1,001 - $15,000 |
| DFA US Core Equity | Fund | Member | $1,001 - $15,000 |
| Federated MDT Small Cap | Fund | Member | $1,001 - $15,000 |
| Natixis LS Senior Flat Rate | Fund | Member | $1,001 - $15,000 |
| PIMCO FDS Income Instl | Fund | Member | $15,001 - $50,000 |
| SPDR Series Trust Portfolio | Fund | Member | $1,001 - $15,000 |
| T Rowe Price Blue Chip Growth | Fund | Member | $1,001 - $15,000 |
| T Rowe Price Health Sciences | Fund | Member | $1,001 - $15,000 |
| WCM Focust Int Growth Inst | Fund | Member | $1,001 - $15,000 |
| Wisdomtree CBOE S&P 500 | Fund | Member | $1,001 - $15,000 |
| Wisdomtree Dynamic | Fund | Member | $1,001 - $15,000 |
| Blackrock Liquidity Fund | Fund | Member | $15,001 - $50,000 |
| Brown Advantage Sustainable | Fund | Member | $15,001 - $50,000 |
| Calvert Equity Fund | Fund | Member | $15,001 - $50,000 |
| Calvert US Large Cap Value | Fund | Member | $15,001 - $50,000 |
| CRA Qualified Investment Fund | Fund | Member | $15,001 - $50,000 |
| Delaware Corporate Bond Fund | Fund | Member | $15,001 - $50,000 |
| Delaware Small Cap Core | Fund | Member | $15,001 - $50,000 |
| ISH USD High Yield | Fund | Member | $1,001 - $15,000 |
| IShares MSCI EM ESG Optimized | Fund | Member | $15,001 - $50,000 |
| IShares MSCI USA ESG Select | Fund | Member | $1,001 - $15,000 |
| IShares Trust ISHRS | Fund | Member | $15,001 - $50,000 |
| IShares US Treasury Bond | Fund | Member | $15,001 - $50,000 |
| Merrill Cash/Money Accounts | Other | Member | $15,001 - $50,000 |
| Schwab US Large Cap | Fund | Member | $50,001 - $100,000 |
| TIAA CREF Social Choice | Fund | Member | $50,001 - $100,000 |
| Vanguard Total International Equity Fund | Fund | Member | $1,001 - $15,000 |
| MFCManulife Financial Corporation | Stock | Member | $1,001 - $15,000 |
| Mass Mutual Whole Life Policy | Other | Member | $15,001 - $50,000 |
| People's United Financial, Inc. | Stock | Member | $15,001 - $50,000 |
| Prudential Annuities (Inherited) | Other | Spouse | Undetermined |
| AB Global Bond | Fund | Spouse | $1,001 - $15,000 |
| AB High Income | Fund | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Spouse | $1,001 - $15,000 |
| ELVAnthem, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Spouse | $1,001 - $15,000 |
| COFCapital One Financial Corporation | Stock | Spouse | $1,001 - $15,000 |
| CBChubb Limited | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Spouse | $1,001 - $15,000 |
| STZConstellation Brands, Inc. | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Advantage Floating | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Advisor Total | Fund | Spouse | $1,001 - $15,000 |
| Guggenheim Total Return | Fund | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| KDPKeurig Dr Pepper Inc. | Stock | Spouse | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Spouse | $1,001 - $15,000 |
| MCHPMicrochip Technology Incorporated | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Pimco Income Fund | Fund | Spouse | $1,001 - $15,000 |
| PLDProLogis, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ROSTRoss Stores, Inc. | Stock | Spouse | $1,001 - $15,000 |
| SHWSherwin-Williams Company | Stock | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Spouse | $1,001 - $15,000 |
| Total S.A. | Stock | Spouse | $1,001 - $15,000 |
| TFCTruist Financial Corporation | Stock | Spouse | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| ZTSZoetis Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| Saint Francis Hospital and Medical Center Pension Plan | Other | Member | Undetermined |
| Templeton World Fund - Class A | Fund | Member | $15,001 - $50,000 |
| T. Rowe Price Retirement 2025 | Fund | Member | $15,001 - $50,000 |
| United Bank Accounts | Other | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.