Joe Courtney
Joe Courtney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 21 assets.
Est. Net Worth
$742K
2009 annual disclosure
Total Assets
$488K - $995K
21 assets
Total Liabilities
$0
0 liabilities
Total Trades
175
From PTR filings
Trade Volume
$1.8M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Retirement & Pension$498K (8)
Mutual Funds$212K (12)
LLC / Partnership$33K (1)
Top Stock Holdings (from trades)
All Assets (21)
| Asset | Value |
|---|---|
Merrill Lynch College Savings Account - in entirety | $15,001 - $50,000 |
529 Holding: Franklin Flex Cap Growth Fund | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Basic Materials$32K
Financial Services$506K
Energy$24K
Technology$72K
Consumer Defensive$104K
Healthcare$88K
Consumer Cyclical$129K
Industrials$48K
Utilities
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
