Joe Courtney
Joe Courtney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 23 assets.
Est. Net Worth
$655K
2011 annual disclosure
Total Assets
$324K - $985K
23 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$377K (12)
Mutual Funds$164K (6)
Other$106K (4)
Insurance$8K (1)
Top Stock Holdings (from trades)
All Assets (23)
| Asset | Value |
|---|---|
Plan-Invesco Van Kampen Equity and Income | $1,001 - $15,000 |
Putnam Individual Variable Annuity | $1,001 - $15,000 |
529 Franklin Templeton Age 17-20 Years | $15,001 - $50,000 |
529 Franklin Templeton Age 17-20 Years | $15,001 - $50,000 |
529 Franklin Templeton Age 17-20 Years | $1,001 - $15,000 |
Great American Annuity and Life "Exceptional Life Policy" | $1,001 - $15,000 |
Del Co Fund-American Balanced Fund | $15,001 - $50,000 |
Dreyfus Cont Plan Russell LifePoints Growth Strategy Fund | $1,001 - $15,000 |
Dreyfus International Stock Index Fund | $1,001 - $15,000 |
IRA-American Growth Fund of America (GFACX) | $15,001 - $50,000 |
IRA-American Small Cap World (SMCWX) | $50,001 - $100,000 |
IRA-BlackRock Focus Growth (MCEFXX) | $1,001 - $15,000 |
IRA-BlackRock Large Cap (MCLRX) | $15,001 - $50,000 |
IRA-Harbor Value Investor (HAVIX) | $50,001 - $100,000 |
Global Franchise (VGFCX) | $50,001 - $100,000 |
IRA-Hancock Financial Inds (FIADX) | $15,001 - $50,000 |
IRA-Lord Abbett Classic Large Stock CI C (LLRCX) | $15,001 - $50,000 |
Invesco S&P Small Cap Blend (LSBCX) | $15,001 - $50,000 |
IRA-Merrill Cash/Money Account | $15,001 - $50,000 |
IRA-Putnam International New Growth Cl C (PNOCX) | $1,001 - $15,000 |
Putnam Variable Annuity - Janus Forty Portfolio | $15,001 - $50,000 |
Met Life Variable Annuity - Merrill Stock Index Portfolio | $1,001 - $15,000 |
Met Life Variable Annuity - Oppenheimer Global Equity Portfolio | $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).