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
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $499K |
| 2009 | $742K |
| 2010 | $579K |
| 2011 | $655K |
| 2012 | $394K |
| 2013 | $585K |
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 |
529 Holding: Franklin Small-Mid Cap Growth Fund | $1,001 - $15,000 |
529 Holding: Franklin Mutual Shares | $1,001 - $15,000 |
529 Holding: Franklin Mutual European Fund | $1,001 - $15,000 |
529 Holding: Franklin Templeton Foreign Fund | $1,001 - $15,000 |
529 Holding: Franklin US Govt. Securities Fund | $1,001 - $15,000 |
529 Holding: Franklin Strategic Income Fund | $1,001 - $15,000 |
529 Holding: Franklin Total Return Fund | $1,001 - $15,000 |
Savings: Templeton Global Bond Fund | $1,001 - $15,000 |
Merrill Lynch Individual Retirement Account - in entirety | $100,000 - $250,000 |
Retirement Account - in entirety | $250,000 - $250,000 |
American Growth Fund of America Cl C | $15,001 - $50,000 |
Retirement Hold: American Small Cap World FD CL A | $15,001 - $50,000 |
Retirement Hold: Blackrock Large Cap Core FD C | $50,000 - $50,000 |
Retirement Holding: Blackrock Focus Growth Inc C | $1,001 - $15,000 |
Retirement Holding: Hancock Financial Ind, FD Cl A | $1,001 - $15,000 |
Retirement Holding: Lord Abbett Small Cap C | $1,001 - $15,000 |
Retirement Holding: Lord Abbett Large Cap Core Fund | $15,001 - $50,000 |
Retirement Holding: Putnam International New Opps C | $1,001 - $15,000 |
Retirement Holding; Van Aken Global, Franchise FD LLC | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$482K
Banking$16K
Insurance$24K
Technology$129K
Manufacturing$16K
Consumer Defensive$72K
Healthcare$88K
Consumer Cyclical$105K
Industrials$48K
Utilities$24K
Real Estate$32K
Basic Materials$16K
Retail Trade$41K
Services$16K
Communication Services$16K
Energy$24K
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).