Joe Courtney’s disclosed stock trades — and what copying them returned

Joe Courtney (House) has disclosed 77 stock trades under the STOCK Act, from Jul 29, 2020 to Apr 12, 202239 buys and 38 sells, read straight from the official filings. The median gap between a trade and the public finding out was 28 days — which is why every number below starts at the disclosure date, the earliest day anyone could actually have copied a trade.

What copying every disclosed buy would have returned

Our engine bought at the first opening price after each of Joe Courtney’s disclosed purchases became public, held until the matching sale was disclosed, and marked the book against simply holding the S&P 500 over the same window (Jul 30, 2020Aug 11, 2026). Fees on, position sizes equal — a filing never discloses the real amount, only a band.

Copy-return, total+153.2%
S&P 500 over the same window+158.5%
Difference-5.3%
Annualized over 6 years+16.6% vs +17.1% -0.4% a year against the index
Deepest fall along the way-24.5%
Positions that closed ahead84%
Disclosed buys / actually copied39 / 37

Read the fill count before the return: a figure built on a handful of copied positions is an anecdote, whatever it says. And a copy-return is not Joe Courtney’s own return — the disclosure lag means a copier never got their entry price.

Most-traded tickers

NEE (3) · C (3) · TMO (2) · SHW (2) · MCHP (2) · HON (2) · COF (2) · V (2) · PEP (2) · FISV (2)

Recent filings

The latest 50 disclosed trades, newest filing first. Both dates are shown because the gap between them is the whole story.

TickerTypeTradedDisclosedLagAmount band
MFCSellApr 5, 2022Apr 12, 20227d$1,001 - $15,000
PBCTSellMar 3, 2022Apr 12, 202240d$15,001 - $50,000
VWOBuyOct 16, 2020Nov 16, 202031d$1,001 - $15,000
FLQLBuyOct 16, 2020Nov 16, 202031d$1,001 - $15,000
FLCOBuyOct 16, 2020Nov 16, 202031d$1,001 - $15,000
AAPLSellOct 16, 2020Nov 16, 202031d$1,001 - $15,000
VOOBuyOct 16, 2020Nov 16, 202031d$15,001 - $50,000
VEABuyOct 16, 2020Nov 16, 202031d$1,001 - $15,000
IHIBuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
USMVBuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
IDVSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
IJRBuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
IEFABuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
TLTBuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
BTZSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
FSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
PUTWSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
VTISellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
SRLNSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
NTDOYSellOct 9, 2020Nov 6, 202028d$15,001 - $50,000
VLUEBuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
IVVBuyOct 9, 2020Nov 6, 202028d$15,001 - $50,000
IEFBuyOct 9, 2020Nov 6, 202028d$1,001 - $15,000
DIVSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
ETSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
DSUSellOct 9, 2020Nov 6, 202028d$1,001 - $15,000
TMOSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
SHWSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
MCHPSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
HONSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
COFSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
VSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
PEPSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
NEESellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
FISVSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
STZSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
CSCOSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
ANTMSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
AMZNSellAug 7, 2020Aug 27, 202020d$15,001 - $50,000
ZTSSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
WMTSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
TFCSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
ROSTSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
MSFTSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
JPMSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
COSTSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
CSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
CVXSellAug 7, 2020Aug 27, 202020d$1,001 - $15,000
SHWBuyDec 31, 2019Jul 29, 2020211d$1,001 - $15,000
HONBuyDec 31, 2019Jul 29, 2020211d$1,001 - $15,000

Full history, sorting and the CSV export live in Pulse. Open Congress in Pulse.

Hear about the next filing the day it lands

A filing is only useful in the days after it appears — exactly when nobody is watching the disclosure sites. Follow Joe Courtney in Pulse and you get an email as soon as their next report is parsed: the trades in it, both dates, and how long they sat on it.

See plans All members and how the ranking works

Entries are at the first open AFTER the disclosure date — the earliest any copier could act. The member's own entry was up to 45 days earlier. Disclosed amounts are bands, not sizes; every position is sized at your chosen % of portfolio, which is not how the member sized it. Option purchases are copied as the underlying shares. A filing discloses no strike and no expiry, so an option cannot be mirrored — buying the stock is the closest a reader could get. It is 1.6% of all disclosed buys, but for some members it is a quarter to a half of everything they file, so their figure describes copying the filing rather than what the position itself did. Dividends are treated as reinvested (adjusted closes). Fees and taxes are not modeled. Positions are sized from equity at the time of each entry, so gains compound into later position sizes and most of the account sits in cash between filings. Read the drawdown next to the exposure figures: a portfolio that is mostly cash shows a small whole-portfolio drawdown even when its holdings fell hard. Absolute returns are model outputs, not achievable returns. Past disclosures are no promise of future filings — members stop trading, leave office, or file late in batches.