Joe Courtney
Joe Courtney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 32 assets and 2 liabilities.
Est. Net Worth
$394K
2012 annual disclosure
Total Assets
$218K - $870K
32 assets
Total Liabilities
$100K - $200K
2 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$488K (24)
Mutual Funds$56K (7)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (32)
| Asset | Value |
|---|---|
American Funds Inv Van Kampen Equity and Income | $1,001 - $15,000 |
American Century Mid Cap Value Fund | $1,001 - $15,000 |
Guaranteed Income Fund | $1,001 - $15,000 |
Hartford Dividend and Growth Y | $1,001 - $15,000 |
ING JTS Mid Cap Growth Equity Portfolio (fn) | $1,001 - $15,000 |
ING T Rowe Price Growth Equity Portfolio (fn) | $1,001 - $15,000 |
403(b) Lincoln Multi-Fund Variable Annuity Fixed Account Growth I | $1,001 - $15,000 |
403(b) Mainstay Large Cap Growth I | $1,001 - $15,000 |
403(b) MFS New Discovery R4 | $15,001 - $50,000 |
403(b) Oakmark International I | $1,001 - $15,000 |
403(b) Oppenheimer International Growth Y | $15,001 - $50,000 |
403(b) PIMCO Total Return | $15,001 - $50,000 |
403(b) William Blair Small Cap Value I | $1,001 - $15,000 |
Northwestern Annuity and Life "Exceptional Life Policy" | $15,001 - $50,000 |
Def. Cont. Plan - American Funds | $1,001 - $15,000 |
Def. Cont. Plan - MetLife Stable Value Fund | $1,001 - $15,000 |
Russell Plan - Russell LifePoint Growth Strategy | $15,001 - $50,000 |
Def. Cont. Plan - Washington | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
IRA-American Small Cap World Index (IWSGX) | $15,001 - $50,000 |
IRA-Blackrock Large Cap (MCLRX) | $15,001 - $50,000 |
IRA-American Century Global Core (AWSGX) (h) | $50,001 - $100,000 |
IRA-J Hancock Financial Inds (FISEX) | $1,001 - $15,000 |
IRA-Lord Abbett Classic Large Stock C (LLCEX) | $15,001 - $50,000 |
IRA-Blackrock Small Cap Blend (LSBEX) | $1,001 - $15,000 |
IRA-Merrill Cash/Money Accounts | $15,001 - $50,000 |
IRA-American International New Growth Cl C (PIOCX) | $1,001 - $15,000 |
Met Life Variable Annuity - Janus Forty Portfolio | N/A |
Metlife Stock Index Portfolio - 401K | N/A |
Oppenheimer Global Equity | N/A |
Templeton World Fund Class A (h) | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank | mortgage | $50,001 - $100,000 |
| Chase Bank | mortgage | $50,001 - $100,000 |
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).