Joe Courtney Democrat · CT-2
House of Representatives · in office · serving since 2007 · born April 6, 1953
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
164
across 5 filings
Securities traded
73
0 active in 6 months
Disclosed range total
$374,164
sum of filed minimums
In plain language
Of 164 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| CT-2 | 110th–119th | 2007–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Armed Services | Member | 2 | minority | record |
| House Committee on Education and Workforce | Member | 2 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Education and Workforce | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Armed Services | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Education and Workforce | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Armed Services | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Education and Workforce | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Armed Services | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Education and Workforce | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Armed Services | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Education and Workforce | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Agriculture | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Armed Services | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Education and Workforce | Member | 2013-03 → 2014-11 |
| 113th | House Committee on Ethics | Member | 2013-01 → 2013-02 |
| 112th | House Committee on Agriculture | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Armed Services | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Ethics | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| MFC | Manulife Financial Corporation Common S… | Insurance | 1 | 0 / 1 | $8,001 | 2022-04 → 2022-04 |
| PBCT | People's United Financial, Inc. (PBCT) | — | 1 | 0 / 1 | $32,501 | 2022-03 → 2022-03 |
| FLQL | Franklin LibertyQ U.S. Equity ETF (FLQL) | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| FLCO | Franklin Liberty Investment grade Corpo… | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| FLCB | Franklin Liberty U.S. Core bond ETF (FL… | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| GOVT | iShares U.S. Treasury bond ETF (gOVT) | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| SPTM | SPDR Portfolio S&P 1500 Composite Stock… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-10 |
| VWO | Vanguard FTSE Emerging Markets ETF | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| VOO | Vanguard S&P 500 ETF Description:?Excha… | — | 1 | 1 / 0 | $32,501 | 2020-10 → 2020-10 |
| IJR | S&P Smallcap Ishares Core ETF | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| IHI | iShares U.S. Medical Devices ETF (IHI) | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| IVV | iShares Core S&P 500 ETF | — | 1 | 1 / 0 | $32,501 | 2020-10 → 2020-10 |
| IEFA | iShares Core MSCI EAFE ETF | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| IEF | iShares 7-10 Year Treasury Bond ETF | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| TLT | iShares 20+ Year Treasury Bond ETF | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| DIV | global X Super Dividend ETF (DIV) | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| F | Ford Motor Company Common Stock (F) | Automotive | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| ET | Energy Transfer LP Common Units (ET) | Utilities | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| EVV | Eaton Vance Limited Duration Income Fun… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| DSU | Blackrock Debt Strategies Fund, Inc. (D… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| BTZ | BlackRock Credit Allocation Income Trus… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 1 | 0 / 1 | $32,501 | 2020-10 → 2020-10 |
| ESGU | iShares ESg Aware MSCI USA ETF (ESgU) | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| IDV | iShares International Select Dividend E… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| EFG | iShares MSCI EAFE growth ETF (EFg) | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| USMV | iShares MSCI USA Min Vol Factor ETF (US… | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| VLUE | iShares MSCI USA Value Factor ETF (VLUE) | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| NTDOY | Nintendo Co Ltd ADR (NTDOY) | — | 1 | 0 / 1 | $32,501 | 2020-10 → 2020-10 |
| SRLN | SPDR Blackstone gSO Senior Loan ETF (SR… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| VIG | Vanguard Div Appreciation ETF | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| VTI | Vanguard Total Stock Market ETF (VTI) | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| PUTW | WisdomTree CBOE S&P 500 PutWrite Strate… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| XSOE | WisdomTree Emerging Markets Ex-State Ow… | — | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| BLL | Ball Corporation | — | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-08 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-08 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-08 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| KDP | Keurig Dr Pepper Inc. (KDP) | Food & Beverage | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-08 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| DHR | Danaher Corp | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| MCHP | Microchip Technology Incorporated - Com… | Semiconductors | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| C | Citigroup Inc | Banking | 3 | 2 / 1 | $24,002 | 2019-12 → 2020-08 |
| CSCO | Cisco Systems Inc | Technology Hardware | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| COF | Capital One Financial Corporation Commo… | Banking | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| BLK | Blackrock Inc | Capital Markets | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| ANTM | Anthem, Inc. | — | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 2 | 1 / 1 | $40,501 | 2019-12 → 2020-08 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 2 | 1 / 1 | $16,001 | 2020-03 → 2020-08 |
| PEP | Pepsico Inc | Food & Beverage | 2 | 1 / 1 | $16,001 | 2020-03 → 2020-08 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| V | Visa Inc. (V) | Business Services | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| PLD | Prologis Inc | Investment Funds | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-08 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-08 |
| CB | Chubb Ltd | Insurance | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-06 |
| TOT | TOTAL S.A. | — | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-05 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-03 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 1 | 1 / 0 | $8,001 | 2019-12 → 2019-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2020 | -1.4% | 53 | $522,027 |
| 2019 | +0.7% | 33 | $264,017 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2022-04-05 | MFC | Manulife Financial Corporation (MFC) | sell | $1,001 – $15,000 | self | record |
| 2022-03-03 | PBCT | People's United Financial, Inc. (PBCT) | sell | $15,001 – $50,000 | self | record |
| 2020-10-16 | — | WCM Focused International growth | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | VOO | Vanguard S&P 500 ETF (VOO) | buy | $15,001 – $50,000 | spouse | record |
| 2020-10-16 | VWO | Vanguard FTSE Emerging Markets ETF (VWO) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | VEA | Vanguard FTSE Developed Markets ETF (VEA) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Templeton Developing Markets Trust | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | T Rowe Price blue Chip growth | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Pimco FDS Income Institutional | sell | $15,001 – $50,000 | spouse | record |
| 2020-10-16 | — | Loomis Sayles Senior Float Rate | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | JP Morgan Mortgage backed Securities | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | GOVT | iShares U.S. Treasury bond ETF (gOVT) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | goldman Sachs International Equity Insights | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Franklin Small Cap Value Fund | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Franklin Small Cap growth Fund | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | FLQL | Franklin LibertyQ U.S. Equity ETF (FLQL) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | FLCB | Franklin Liberty U.S. Core bond ETF (FLCb) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | FLCO | Franklin Liberty Investment grade Corporate ETF (FLCO) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Franklin International growth Advisor Class | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Franklin growth Fund Advantage | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | — | Federated MDT Small Cap growth | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | AAPL | Apple Inc. (AAPL) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | XSOE | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund (XSOE) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | PUTW | WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | WCM Focused Int'l growth | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | VTI | Vanguard Total Stock Market ETF (VTI) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | VIG | Vanguard Div Appreciation ETF (VIg) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | SRLN | SPDR Blackstone gSO Senior Loan ETF (SRLN) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Rivernorth Funds Doubleline Strategic Income | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Pimco Municipal Bond Fund - PMUPX | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Pimco Investments Income Inst'l | sell | $15,001 – $50,000 | spouse | record |
| 2020-10-09 | NTDOY | Nintendo Co Ltd ADR (NTDOY) | sell | $15,001 – $50,000 | spouse | record |
| 2020-10-09 | IHI | iShares U.S. Medical Devices ETF (IHI) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | VLUE | iShares MSCI USA Value Factor ETF (VLUE) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | USMV | iShares MSCI USA Min Vol Factor ETF (USMV) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | EFG | iShares MSCI EAFE growth ETF (EFg) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | IDV | iShares International Select Dividend ETF (IDV) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | ESGU | iShares ESg Aware MSCI USA ETF (ESgU) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | IJR | iShares Core S&P Small-Cap ETF (IJR) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $15,001 – $50,000 | spouse | record |
| 2020-10-09 | IEFA | iShares Core MSCI EAFE ETF (IEFA) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | IEF | iShares 7-10 Year Treasury Bond ETF (IEF) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | TLT | iShares 20+ Year Treasury Bond ETF (TLT) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Hartford Core Equity Fund - HgIIX | buy | $15,001 – $50,000 | spouse | record |
| 2020-10-09 | — | goldman Sachs Dynamic Muni Income Fund | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | DIV | global X Super Dividend ETF (DIV) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | F | Ford Motor Company (F) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | ET | Energy Transfer LP Common Units (ET) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | EVV | Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest (EVV) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Blackrock Technologies Opportunity Fund - BgSIX | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Blackrock National Municipal Fund - MANLX | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Blackrock High Yield Municipal Fund - MAYHX | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Blackrock Emerging Markets Fund - MADCX | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | DSU | Blackrock Debt Strategies Fund, Inc. (DSU) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | BTZ | BlackRock Credit Allocation Income Trust (BTZ) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | — | Blackrock Advantage Large Cap - MALRX | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-09 | BABA | Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | sell | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | ZTS | Zoetis Inc. Class A (ZTS) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | DIS | Walt disney Company (dIS) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | WMT | Walmart Inc. (WMT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Vanguard Total International bond | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | UNP | union Pacific Corporation (uNP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | TFC | Truist Financial Corporation (TFC) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | TIAA-CREF Impact bond | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | — | TIAA-CREF Core Impact bond | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | SPdR bloomberg barclays 1-3 month T-bill | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | ROST | Ross Stores, Inc. (ROST) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | PLD | Prologis, Inc. (Pld) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Pimco Income Fund | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Nuveen ESg large Cap Value | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | NEE | NextEra Energy, Inc. (NEE) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | MCHP | Microchip Technology Incorporated (MCHP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | LMT | lockheed Martin Corporation (lMT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | KDP | Keurig dr Pepper Inc. (KdP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | IShares uS Treasury bond | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | IShares Trust MSCI EAFE ESg Optimized | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | — | IShares MSCI EM ESg Optimized | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | ISH uSd High Yield Corporate bond | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | HD | Home depot, Inc. (Hd) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | HLT | Hilton Worldwide Holdings Inc. (HlT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | guggenheim Total Return | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | FISV | Fiserv, Inc. (FISV) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Fidelity Advisor Total bond | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | delaware Small Cap Core Fund | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | delaware Small Cap Core | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | delaware Corporate bond | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | delaware Corporate bond | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | DHR | danaher Corporation (dHR) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | CRA Qualified Investment Fund | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | CRA Qualified Investment Fund | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | COST | Costco Wholesale Corporation (COST) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | STZ | Constellation brands, Inc. (STZ) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | C | Citigroup, Inc. (C) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | CSCO | Cisco Systems, Inc. (CSCO) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | COF | Capital One Financial Corporation (COF) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Calvert uS large Cap Value Responsible Index | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | — | Calvert Equity Fund | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | — | brown Advantage Sustainable growth | buy | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | brown Advantage Sustainable growth | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | BLK | blackRock, Inc. (blK) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | BLL | ball Corporation (bll) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | AAPL | Apple Inc. (AAPl) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | ANTM | Anthem, Inc. (ANTM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | American Tower Corporation | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | AMZN | Amazon.com, Inc. (AMZN) | sell | $15,001 – $50,000 | spouse | record |
| 2020-08-07 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | ABT | Abbott laboratories (AbT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Ab High Income | sell | $1,001 – $15,000 | spouse | record |
| 2020-08-07 | — | Ab global bond | sell | $1,001 – $15,000 | spouse | record |
| 2020-06-02 | CB | Chubb limited (Cb) | sell | $1,001 – $15,000 | spouse | record |
| 2020-05-13 | CVX | Chevron Corporation (CVX) | buy | $1,001 – $15,000 | spouse | record |
| 2020-05-01 | TOT | Total S.A. (TOT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-05-01 | FISV | Fiserv, Inc. (FISV) | buy | $1,001 – $15,000 | spouse | record |
| 2020-05-01 | BLL | ball Corporation (bll) | buy | $1,001 – $15,000 | spouse | record |
| 2020-03-27 | HLT | Hilton Worldwide Holdings Inc. (HlT) | buy | $1,001 – $15,000 | spouse | record |
| 2020-03-25 | KDP | Keurig dr Pepper Inc. (KdP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-03-18 | SYY | Sysco Corporation (SYY) | sell | $1,001 – $15,000 | spouse | record |
| 2020-03-18 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-02-10 | NEE | NextEra Energy, Inc. (NEE) | sell | $1,001 – $15,000 | spouse | record |
| 2020-02-10 | C | Citigroup, Inc. (C) | buy | $1,001 – $15,000 | spouse | record |
| 2020-02-10 | CB | Chubb limited (Cb) | sell | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | ZTS | Zoetis Inc. Class A (ZTS) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | DIS | Walt disney Company (dIS) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | WMT | Walmart Inc. (WMT) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | UNP | union Pacific Corporation (uNP) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | TFC | Truist Financial Corporation (TFC) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | TOT | Total S.A. (TOT) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | TMO | Thermo Fisher Scientific Inc (TMO) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | SYY | Sysco Corporation (SYY) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | ROST | Ross Stores, Inc. (ROST) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | PLD | Prologis, Inc. (Pld) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | NEE | NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | MCHP | Microchip Technology Incorporated (MCHP) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | LMT | lockheed Martin Corporation (lMT) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | KDP | Keurig dr Pepper Inc. (KdP) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | HON | Honeywell International Inc. (HON) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | HD | Home depot, Inc. (Hd) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | DHR | danaher Corporation (dHR) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | COST | Costco Wholesale Corporation (COST) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | STZ | Constellation brands, Inc. (STZ) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | C | Citigroup, Inc. (C) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | CSCO | Cisco Systems, Inc. (CSCO) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | CB | Chubb limited (Cb) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | COF | Capital One Financial Corporation (COF) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | BLK | blackRock, Inc. (blK) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | AAPL | Apple Inc. (AAPl) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | ANTM | Anthem, Inc. (ANTM) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | AMT | American Tower Corporation (AMT) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | GOOGL | Alphabet Inc. - Class A (gOOgl) | buy | $1,001 – $15,000 | spouse | record |
| 2019-12-31 | ABT | Abbott laboratories (AbT) | buy | $1,001 – $15,000 | spouse | record |