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 2024 report.
134 assets with a value on the report filed 2025-05-14. 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) |
|---|---|---|---|
| Commonwealth Annuity and Life Insurance Co. "Exceptional Life Policy" | Other | Member | $1 - $1,000 |
| M&T Bank Accounts | Other | Member | $50,001 - $100,000 |
| Mass Mutual Whole Life Policy | Other | Member | $15,001 - $50,000 |
| Prudential Annuities (Inherited) | Other | Spouse | None |
| Saint Francis Hospital and Medical Center Pension Plan | Other | Member | Undetermined |
| American Funds 2025 Target Date Retirement Fd Cl R-6 | Fund | Spouse | $15,001 - $50,000 |
| Blackrock Emerging Markets Fund - MADCX | Fund | Spouse | None |
| Blackrock International Fund | Fund | Spouse | None |
| BlackRock National Muni I | Fund | Spouse | None |
| BlackRock Science & Technology Opportunities Portf Insti Class | Fund | Spouse | None |
| Invesco National AMT-Free Municipal Bond ETFo | Fund | Spouse | $15,001 - $50,000 |
| iShares 0-3 Month Treasury Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares 20+ Year Treasury Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $1,001 - $15,000 |
| IShares Core S&P 500 - IVV | Fund | Spouse | $50,001 - $100,000 |
| iShares Global Energy ETF | Fund | Spouse | None |
| iShares MBS ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MSCI EAFE Growth ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MSCI EAFE Value ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MSCI Emerging Markets ex China ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MSCI USA Min Vol Factor ETF | Fund | Spouse | None |
| iShares MSCI USA Quality Factor ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares National Muni Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares S&P 100 ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares S&P 500 Growth ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Short-Term National Muni Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares U.S. Equity Factor Rotation Active ETF | Fund | Spouse | $15,001 - $50,000 |
| Materials Select Sector SPDR | Fund | Spouse | $1,001 - $15,000 |
| MFS Core Equity Fund Class I | Fund | Spouse | None |
| PIMCO Municipal Bond Fund Class I-2 | Fund | Spouse | None |
| SPDR Nuveen Bloomberg Short Term Municipal Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Consumer Discretionary | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Consumer Staples | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Energy Select Sector | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Financial | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Health Care | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Technology | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Utilities | Fund | Spouse | $1,001 - $15,000 |
| Sweep Account | Other | Spouse | $1,001 - $15,000 |
| Vanguard Russell 2000 ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Utilities ETF | Fund | Spouse | $1,001 - $15,000 |
| Causeway Emerging Markets Fund Insti Cl | Fund | Spouse | $1,001 - $15,000 |
| Clearbridge Large Cap Growth | Fund | Spouse | None |
| Clearbridge Large Cap Value | Fund | Spouse | None |
| Cohen & Steers Preferred Securities and Income Fund Inc. Class I | Fund | Spouse | $1,001 - $15,000 |
| Cohen & Steers Real Estate Securities Fund, Inc. Class I | Fund | Spouse | $1,001 - $15,000 |
| Deposit Sweep Account | Other | Spouse | $1,001 - $15,000 |
| Franklin Investment Grade | Fund | Spouse | None |
| Franklin Small Cap Value Fund | Fund | Spouse | None |
| Franklin US Core Bond | Fund | Spouse | None |
| Franklin US Large Cap | Fund | Spouse | None |
| Global X MLP ETF | Fund | Spouse | $1,001 - $15,000 |
| High Income Fund - I Class | Fund | Spouse | $1,001 - $15,000 |
| Invesco Preferred ETF | Fund | Spouse | $1,001 - $15,000 |
| Invesco RAFI Developed Markets ex-U.S. ETF | Fund | Spouse | $1,001 - $15,000 |
| IShares 0-5 Year High | Fund | Spouse | None |
| iShares International Select Dividend ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MSCI Emerging Markets ex China ETF | Fund | Spouse | None |
| iShares MSCI USA Quality Factor ETF | Fund | Spouse | None |
| IShares US Treasury Bond | Fund | Spouse | None |
| JP Morgan Mortgage Backed Securities | Fund | Spouse | None |
| Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y | Fund | Spouse | $1,001 - $15,000 |
| Martin Currie Emerging Markets | Fund | Spouse | None |
| Royce Premier Fund Investment Class | Fund | Spouse | None |
| Schwab US Dividend Equity ETF | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Floating Rate Fund, Inc. | Fund | Spouse | $1,001 - $15,000 |
| Templeton Foreign Fund | Fund | Spouse | None |
| Vanguard Emerging Markets Bond Fund Admiral Shares | Fund | Spouse | $1,001 - $15,000 |
| Vanguard FTSE Developed Markets | Fund | Spouse | None |
| Vanguard High Dividend Yield ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard International High Dividend Yield ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | None |
| Western Asset Core Plus | Fund | Spouse | None |
| Western Asset Short Term | Fund | Spouse | None |
| Brown Advisory Sustainable Growth Fd Inst Shs | Fund | Member | None |
| Calvert Small Cap | Fund | Member | None |
| Calvert US Large Cap Value | Fund | Member | None |
| CCM Community Impact Fund | Fund | Member | None |
| Delaware Corporate Bond Fund | Fund | Member | None |
| Goldman Sachs International Equity ESG Fund - Institutional Shares | Fund | Member | None |
| iShares 10-20 Year Treasury Bond ETF | Fund | Member | $15,001 - $50,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI EAFE ETF | Fund | Member | None |
| iShares ESG Aware MSCI EM ETF | Fund | Member | None |
| IShares US Treasury Bond | Fund | Member | None |
| J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | Fund | Member | $15,001 - $50,000 |
| J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | Fund | Member | $15,001 - $50,000 |
| JPMorgan Active Value ETF | Fund | Member | $15,001 - $50,000 |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | Fund | Member | $15,001 - $50,000 |
| JPMorgan BetaBuilders International Equity ETF | Fund | Member | $50,001 - $100,000 |
| JPMorgan BetaBuilders U.S. Equity ETF | Fund | Member | $100,001 - $250,000 |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | Fund | Member | $1,001 - $15,000 |
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | Fund | Member | $15,001 - $50,000 |
| JPMorgan Core Plus Bond ETF | Fund | Member | $50,001 - $100,000 |
| JPMorgan Global Select Equity ETF | Fund | Member | $15,001 - $50,000 |
| JPMorgan Income ETF | Fund | Member | $15,001 - $50,000 |
| Nuveen ESG Large Cap Growth | Fund | Member | None |
| Nuveen ESG Large Cap Value | Fund | Member | None |
| Schwab Long-Term U.S. Treasury ETF | Fund | Member | None |
| Sweep Account | Other | Member | $15,001 - $50,000 |
| TIAA CREF Core Impact | Fund | Member | None |
| Vanguard Div Appreciation ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard International High Dividend Yield ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Total International Bond | Fund | Member | None |
| AB Sustainable Global Thematic Fund - ADV | Fund | Spouse | $15,001 - $50,000 |
| Brown Advantage Sustainable | Fund | Spouse | None |
| Calvert Green Bond Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Calvert Income Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Calvert Small Cap | Fund | Spouse | None |
| Calvert US Large Cap Value | Fund | Spouse | $15,001 - $50,000 |
| CCM Community Impact Fund | Fund | Spouse | None |
| Delaware Corporate Bond | Fund | Spouse | None |
| Federated Hermes SDG Engagement Equity Fund IS Class | Fund | Spouse | $1,001 - $15,000 |
| Federated Hermes SDG Engagement High Yield Credit Fund IS Class | Fund | Spouse | $1,001 - $15,000 |
| Goldman Sachs International Equity ESG Fund - Institutional Shares | Fund | Spouse | None |
| iShares ESG Aware MSCI EAFE ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares ESG Aware MSCI EM ETF | Fund | Spouse | None |
| iShares ESG Aware USD Corporate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| IShares US Treasury Bond | Fund | Spouse | None |
| Large Cap Equity Fund - I Class | Fund | Spouse | $15,001 - $50,000 |
| Mirova Global Megatrends Fund Class Y | Fund | Spouse | $15,001 - $50,000 |
| Nuveen ESG Large Cap Growth | Fund | Spouse | None |
| Nuveen ESG Large Cap Value | Fund | Spouse | None |
| Schwab Long-Term U.S. Treasury ETF | Fund | Spouse | None |
| Sweep Account | Other | Spouse | $1,001 - $15,000 |
| TIAA CREF Core Impact | Fund | Spouse | None |
| UBS Engage For Impact Fund Class P2 | Fund | Spouse | $15,001 - $50,000 |
| UBS International Sustainable Equity Fund Class P2 | Fund | Spouse | $15,001 - $50,000 |
| UBS Sustainable Development Bank Bond Fund Class P2 | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Total International Bond | Fund | Spouse | None |
| Victory Pioneer Global Equity Fund Class Y | Fund | Spouse | $15,001 - $50,000 |
| T. Rowe Price Retirement 2025 | Fund | Spouse | $100,001 - $250,000 |
How reports are read: holdings methodology.