Joe Courtney D
Democratic representative for Connecticut (CT-2), in the House since Jan 4, 2007.
Among all 439 members
Each dot is a member; Courtney is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$967K
2023–24
$1.3M
2021–22
$2.0M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $966,514 | $428,321 | $533,250 | $0 | $0 | $932,047 | $385,578 | $10 | $0 |
| 2023–24 | $1,318,658 | $603,140 | $651,024 | $2,750 | $0 | $1,139,653 | $351,112 | $10 | $0 |
| 2021–22 | $1,981,330 | $922,331 | $1,003,455 | $753 | $0 | $2,525,036 | $172,106 | $14,243 | $11,157 |
FEC totals through Oct 14, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Connecticut versus everywhere else, each period.
- From Connecticut
- From out of state
2025–26
$226K
2023–24
$418K
2021–22
$314K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
ELECTRIC BOAT
$33K
GENERAL DYNAMICS ELECTRIC BOAT
$19K
CROSS SOUND FERRY
$17K
CEDAR ISLAND MARINA
$13K
PMR
$11K
FIRST HARTFORD REALTY CORP
$9,500
TOWER LABS LTD
$9,300
ACTUM LLC
$7,500
ACMT
$7,300
LEVENTHAL PUGA BRALEY P C
$6,800
ANDURIL INDUSTRIES
$6,800
GENERAL DYNAMICS
$6,750
The largest donors, and the numbers
| Period | Itemized | Contributions | From CT | Retired donors |
|---|---|---|---|---|
| 2025–26 | $226,400 | 812 | 73% | 7% |
| 2023–24 | $418,266 | 1,587 | 75% | 9% |
| 2021–22 | $314,403 | 671 | 69% | 22% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| FLORYAN, KENNETH J. | WEST HARTFORD, CT | NOT EMPLOYED, RETIRED | $14,200 |
| SHAPIRO, JEFFREY | CLINTON, CT | CEDAR ISLAND MARINA, MARINA OWNER/MANAGER | $13,400 |
| ELLIS, NEIL H. | MANCHESTER, CT | FIRST HARTFORD REALTY CORP, CORPORATE EXECUTIVE | $9,500 |
| BRALEY, BRUCE | GOLDEN, CO | LEVENTHAL PUGA BRALEY P.C., TRIAL LAWYER | $9,100 |
| MEYER, ROSLYN M. PHD | GUILFORD, CT | SELF, PSYCHOLOGIST/REAL ESTATE/ ARTIST | $8,800 |
| NEEDLEMAN, NORMAN | ESSEX, CT | TOWER LABS LTD, EXECUTIVE | $8,300 |
| PRICE, MICHAEL | CHESTER, CT | RETIRED, RETIRED | $8,300 |
| POLO, PAUL S | WESTBROOK, CT | ACMT, OWNER | $8,250 |
| SCHILBERG, BERNARD C | SOUTH WINDSOR, CT | PMR, CEO | $7,800 |
| KELLY, KEVIN | MC LEAN, VA | ACTUM LLC, STRATEGIC CONSULTANT | $7,500 |
| BELLAMY, PENELOPE I | BRANFORD, CT | NONE, RETIRED | $6,800 |
| CAPLAN, AMY | GREENWICH, CT | NOT EMPLOYED, NOT EMPLOYED | $6,800 |
| CASEY, JOHN | PALM BCH GDNS, FL | NOT EMPLOYED, NOT EMPLOYED | $6,800 |
| SCHIMPF, BRIAN | VIENNA, VA | ANDURIL INDUSTRIES, CEO | $6,800 |
| SCOTT, ROBERT | NEW ORLEANS, LA | BIRDON, PRESIDENT | $6,650 |
| HILDRETH, ROBERT | BOSTON, MA | INVERSANT, FOUNDER CHAIR OF THE BOARD | $6,400 |
| SANTILLI, LAWRENCE G. | SOUTHINGTON, CT | ATHENA HEALTHCARE SYSTEMS, PRESIDENT & CEO | $6,200 |
| HAVILAND, MARY LYNDON | CERRILLOS, NM | SELF, CONSULTANT | $6,100 |
| MAGLARAS, MICHAEL | ASHFORD, CT | MICHAEL MAGLARAS & COMPANY, EXECUTIVE | $6,100 |
| RIZZOLO, CAROL | GUILFORD, CT | RETIRED, RETIRED | $6,000 |
| JURVETSON, KARLA | LOS ALTOS, CA | SELF, PHYSICIAN | $5,800 |
| KLARMAN, SETH | BOSTON, MA | THE BAUPOST GROUP, CEO | $5,800 |
| LECH, MICHAEL | STONINGTON, CT | SELF EMPLOYED, INVESTOR | $5,800 |
| MELVILLE, GREGORY WHITLEY | HADLYME, CT | RETIRED, RETIRED | $5,800 |
| STEINGLASS, DAVID | WASHINGTON, DC | AMERICAN CAPITAL, FINANCE | $5,800 |
Their biggest PAC and party givers
AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION
$30K
TTM TECHNOLOGIES INC. POLITICAL ACTION COMMITTEE
$28K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $30,000 | 6 |
| INTERNATIONAL BROTHERHOOD OF BOILERMAKERS CAMPAIGN ASSISTANCE FUND | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS, IRON SHIP BUILDERS, BLACKSMITH, FORGERS & HELPE | $30,000 | 6 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $30,000 | 7 |
| GENERAL DYNAMICS CORPORATION POLITICAL ACTION COMMITTEE (GENERAL DYNAMICS EMPLOYEE PAC) | GENERAL DYNAMICS CORPORATION | $30,000 | 16 |
| CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | $30,000 | 6 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $30,000 | 6 | |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $30,000 | 11 |
| TTM TECHNOLOGIES INC. POLITICAL ACTION COMMITTEE | $27,600 | 9 | |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $27,500 | 10 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $27,000 | 10 |
| AMERICAN MARITIME OFFICERS VOLUNTARY POLITICAL ACTION FUND | AMERICAN MARITIME OFFICERS | $27,000 | 19 |
| EMPLOYEES OF NORTHROP GRUMMAN CORPORATION PAC | NORTHROP GRUMMAN CORPORATION | $26,000 | 9 |
| UNITE HERE TIP CAMPAIGN COMMITTEE | UNITE HERE | $25,000 | 6 |
| UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA) | PLUMBERS & STEAMFITTERS LOCAL 22 PAC INC | $25,000 | 7 |
| HUSKY PAC | $25,000 | 5 | |
| LEONARDO DRS PAC | $24,500 | 10 | |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $24,000 | 12 |
| LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE | LOCKHEED MARTIN CORPORATION | $23,000 | 16 |
| FAIRBANKS MORSE, LLC POLITICAL ACTION COMMITTEE | $23,000 | 9 | |
| HUNTINGTON INGALLS INDUSTRIES, INC. EMPLOYEES POLITICAL ACTION COMMITTEE (HIIPAC) | HUNTINGTON INGALLS INDUSTRIES, INC. | $22,000 | 16 |
| L3HARRIS TECHNOLOGIES, INC. PAC | L3HARRIS TECHNOLOGIES, INC. | $21,000 | 7 |
| KAMAN CORP. GOOD GOVT. FUND | KAMAN CORP. | $21,000 | 11 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $20,000 | 4 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $20,000 | 6 |
| JOBS, EDUCATION, & FAMILIES FIRST JEFF PAC | JEFFRIES | $20,000 | 4 |
Outside spending for and against them
- Against them
- For them
All of it
$25K
Who spent it
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE
$14K
CPAC ACTION PAC
$11K
SIERRA CLUB INDEPENDENT ACTION
$30
PLANNED PARENTHOOD VOTES
$8
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $14,225 | 3 |
| CPAC ACTION PAC | against | $11,157 | 2 |
| SIERRA CLUB INDEPENDENT ACTION | for | $30 | 3 |
| PLANNED PARENTHOOD VOTES | for | $8 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
$31K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| GENERAL DYNAMICS CORP | $67,500 | 25 | Sep 7, 2021 | Jun 23, 2026 |
| NORTHROP GRUMMAN CORPORATION | $46,000 | 13 | May 25, 2021 | Dec 16, 2025 |
| RTX CORPORATION AND AFFILIATES | $45,000 | 26 | Aug 15, 2022 | Jun 8, 2026 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS | $35,000 | 7 | Mar 8, 2021 | Nov 17, 2025 |
| TTM TECHNOLOGIES, INC | $32,600 | 10 | Mar 22, 2022 | Jun 17, 2026 |
| K&L GATES, LLP | $30,500 | 35 | Jun 23, 2021 | Dec 9, 2025 |
| NATIONAL ASSOCIATION OF REALTORS | $25,000 | 11 | Dec 14, 2021 | Feb 18, 2026 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | $23,100 | 7 | Apr 14, 2022 | Jul 15, 2024 |
| THE COUNCIL OF INSURANCE AGENTS AND BROKERS | $22,500 | 5 | Feb 28, 2022 | Oct 29, 2025 |
| AMERICAN ASSOCIATION FOR JUSTICE | $22,500 | 6 | Sep 29, 2022 | Jul 3, 2025 |
| LOCKHEED MARTIN CORPORATION | $19,000 | 16 | Apr 5, 2023 | Jun 22, 2026 |
| L3HARRIS TECHNOLOGIES, INC. | $18,500 | 7 | Sep 28, 2021 | Dec 22, 2025 |
| GENERAL ATOMICS | $17,500 | 8 | Feb 28, 2022 | Oct 8, 2025 |
| AMERICAN MARITIME OFFICERS | $17,000 | 8 | Sep 26, 2022 | Mar 24, 2026 |
| BOEING COMPANY | $16,000 | 10 | Sep 12, 2022 | Jun 24, 2026 |
| DAIRY FARMERS OF AMERICA, INC. | $15,500 | 4 | May 26, 2021 | Jun 23, 2026 |
| INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $15,000 | 3 | May 4, 2023 | May 28, 2026 |
| DOMINION ENERGY, INC. | $15,000 | 6 | Mar 7, 2022 | Dec 4, 2025 |
| AMERICAN CRYSTAL SUGAR COMPANY | $15,000 | 3 | Mar 11, 2024 | Mar 3, 2025 |
| AIRBUS AMERICAS, INC | $15,000 | 9 | Mar 28, 2022 | May 14, 2026 |
| NATIONAL BEER WHOLESALERS ASSOCIATION | $13,500 | 8 | Mar 26, 2021 | Sep 8, 2025 |
| LEIDOS, INC. | $13,500 | 9 | Dec 8, 2023 | Jun 15, 2026 |
| HOLLAND & KNIGHT LLP | $13,500 | 6 | Dec 14, 2023 | Mar 28, 2025 |
| AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES | $13,000 | 7 | Nov 30, 2021 | Nov 18, 2025 |
| FARM CREDIT COUNCIL | $12,722 | 6 | May 18, 2021 | Dec 5, 2025 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 54 earmarks, $55.4M. 5 went to an organization whose employees gave to Courtney's campaigns ($8.5M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$12.3M
FY 2024
$11.9M
FY 2023
$21.5M
FY 2022
$9.7M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 3 of the 45 of theirs went to their donors' employers; chance gives about 2: about what chance gives (a little more, within chance).
The largest
Long-Term Risk Management and Mitigation Strategies of Crumbling Foundations University of Connecticut
Department of Commerce · its employees gave $50
$4.0M
TVCCA Groton Childcare Center Thames Valley Council for Community Action (TVCCA)
Department of Housing and Urban Development
$3.0M
Enfield Rail Station Public Facilities Roadway Access, Sidewalks, and Parking Lot Improvements Connecticut Department of Transportation
Department of Housing and Urban Development
$2.5M
Madison CT Emergency Operations Center Town of Madison
Department of Homeland Security · its employees gave $250
$2.5M
Quinebaug River Trail – SR 205 to Trout Hatchery Rd.
Department of Transportation
$2.2M
State of Connecticut Department of Housing
Department of Housing and Urban Development
$2.0M
Crumbling Foundations Remediation and Restoration Capitol Region Council of Governments
Department of Housing and Urban Development
$2.0M
Water Safety and Quality Infrastructure Improvement Town of Stonington
Department of Housing and Urban Development
$2.0M
Mansfield Phase II of Bike and Pedestrian Connection
Department of Transportation
$2.0M
Easterseals of Oak Hill
Department of Health and Human Services
$1.9M
All 54
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | State of Connecticut Department of Housing Colchester Country Place Housing Upgrades Department of Housing and Urban Development · Community Development Fund · CT | $2,000,000 | |||
| FY 2026 | Mansfield Phase II of Bike and Pedestrian Connection Department of Transportation · Highway Infrastructure Programs · CT | $1,952,000 | |||
| FY 2026 | Town of Vernon Rehabilitation of the Rockville Public Library Department of Housing and Urban Development · Community Development Fund · CT | $1,200,000 | |||
| FY 2026 | Town of Killingly for Water Pollution Control Facility Upgrades Environmental Protection Agency · STAG—Clean Water State Revolving Fund · CT | $1,000,000 | |||
| FY 2026 | Mohegan-Pequot Bridge Rehabilitation Project Department of Transportation · Highway Infrastructure Programs · CT | $1,000,000 | |||
| FY 2026 | Interdistrict Committee for Project Oceanology Project Oceanology Research Vessel Acquisition DOC · NOAA— CZM · CT | $960,000 | |||
| FY 2026 | Town of Stonington Pawcatuck Village Community Park Department of Housing and Urban Development · Community Development Fund · CT | $850,000 | |||
| FY 2026 | City of New London New London Addition to Early Childhood Center at B.P. Mission Department of Housing and Urban Development · Community Development Fund · CT | $850,000 | |||
| FY 2026 | Town of Thompson Town of Thompson Blighted Property Reuse for Economic Development Department of Housing and Urban Development · Community Development Fund · CT | $732,007 | |||
| FY 2026 | City of Norwich Public Dock Replacement at Howard Brown Park Department of Housing and Urban Development · Community Development Fund · CT | $600,000 | |||
| FY 2026 | Coventry Police Department Coventry Police Department Dispatch and Body Camera Equipment Upgrades DOJ · COPS Tech · CT | $446,000 | |||
| FY 2026 | Town of Vernon Town of Vernon Daniel’s Mill Remediation and Renovation Department of Housing and Urban Development · Community Development Fund · CT | $250,000 | |||
| FY 2026 | Town of Hebron Hebron Church Street Housing Rehabilitation Department of Housing and Urban Development · Community Development Fund · CT | $250,000 | |||
| FY 2026 | Town of Ledyard Police Dispatch System Replacement DOJ · COPS Tech · CT | $229,000 | |||
| FY 2024 | Eastern Connecticut Affordable Housing Rescue Plan-Affordable Housing Acquisition, Development and Construction Eastern Connecticut Housing Opportunities, Inc. Department of Housing and Urban Development · Community Development Fund · CT | $1,666,279 | |||
| FY 2024 | Day Kimball Healthcare Purchase of Fixed MRI System Day Kimball Healthcare, Inc. Department of Agriculture · Rural Community Facilities Program Account · CT | $1,000,000 | |||
| FY 2024 | Mansfield Pedestrian and Bicycle Safety Project Mansfield Pedestrian and Bicycle Safety Project CT Department of Transportation · Highway Infrastructure Programs · CT | $1,000,000 | |||
| FY 2024 | Town of Essex River Road Bridge and Sidewalk project Town of Essex River Road Bridge and Sidewalk project CT Department of Transportation · Highway Infrastructure Programs · CT | $1,000,000 | |||
| FY 2024 | Noank Fire Districts Water Infrastructure Expansion Project Noank Fire District Department of Agriculture · Rural Water and Wastewater Disposal Grants · CT | $1,000,000 | |||
| FY 2024 | South Coventry Water Tower Town of Coventry Department of Agriculture · Rural Water and Wastewater Disposal Grants · CT | $1,000,000 | |||
| FY 2024 | Enfield Station Transit Oriented Development (TOD) Public Streetscape Improvement Project Town of Enfield Department of Housing and Urban Development · Community Development Fund · CT | $1,000,000 | $200, 1 donor | ||
| FY 2024 | Town of Suffield for Stony Brook Interceptor Rehabilitation Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · CT | $959,752 | |||
| FY 2024 | Lieutenant River Habitat and Riparian Zone Protection and Restoration The Connecticut Audubon Society, Inc. Department of Commerce · NOAA–CZM (Coastal Zone Management) · CT | $800,000 | |||
| FY 2024 | New London Police Department Digital Infrastructure Improvements City of New London Department of Justice · COPS Tech · CT | $743,000 | |||
| FY 2024 | ADA Improvements to the Town of Stafford Warren Memorial Town Hall Town of Stafford Department of Agriculture · Rural Community Facilities Program Account · CT | $500,000 | |||
| FY 2024 | Mashantucket Pequot Tribal Nation Water Treatment Plant Forcemain Replacement Mashantucket Pequot Tribal Nation Department of Agriculture · Rural Water and Wastewater Disposal Grants · CT | $500,000 | $250, 1 donor | SPIRIT ROCK CONSULTING ($2,000) | |
| FY 2024 | Public Works Improvements and Upgrades Town of Preston Department of Housing and Urban Development · Community Development Fund · CT | $279,000 | |||
| FY 2024 | United Way of Southeastern Connecticut Food System Upgrades United Way of Southeastern Connecticut Department of Housing and Urban Development · Community Development Fund · CT | $266,500 | |||
| FY 2024 | Town of Lisbon Fire Department Decontamination Equipment Town of Lisbon Department of Agriculture · Rural Community Facilities Program Account · CT | $140,250 | |||
| FY 2023 | Long-Term Risk Management and Mitigation Strategies of Crumbling Foundations University of Connecticut Department of Commerce · STRS · CT | $4,000,000 | $50, 1 donor | CLARK HILL, PLC; ACTUM I, LLC ($3,500) | |
| FY 2023 | TVCCA Groton Childcare Center Thames Valley Council for Community Action (TVCCA) Department of Housing and Urban Development · Community Development Fund · CT | $3,000,000 | |||
| FY 2023 | Madison CT Emergency Operations Center Town of Madison Department of Homeland Security · Federal Assistance - EOC · CT | $2,471,500 | $250, 1 donor | ||
| FY 2023 | Quinebaug River Trail – SR 205 to Trout Hatchery Rd. Quinebaug River Trail – SR 205 to Trout Hatchery Rd., Plainfield, CT Department of Transportation · Highway Infrastructure Programs · CT | $2,179,953 | |||
| FY 2023 | Easterseals of Oak Hill Easterseals of Oak Hill, Hartford, CT for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · CT | $1,874,000 | |||
| FY 2023 | Air Line Trail Gap Boardwalk Department of Transportation · Highway Infrastructure Programs · CT | $1,400,000 | |||
| FY 2023 | Town of Coventry for the Coventry/Bolton Gateway Sewer Extension Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · CT | $1,200,000 | |||
| FY 2023 | Killingly Domestic Violence Shelter Renovation Project United Services, Inc Department of Housing and Urban Development · Community Development Fund · CT | $1,000,000 | |||
| FY 2023 | Somers Water Pollution Control Authority for Facility Treatment Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · CT | $945,000 | |||
| FY 2023 | Southeast Council on Alcoholism and Drug Dependence, Inc. Southeast Council on Alcoholism and Drug Dependence, Inc., Lebanon, CT for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · CT | $915,000 | |||
| FY 2023 | Fishermen’s Dock Enhancement in Stonington, Connecticut Town of Stonington Fishermen’s Dock Enhancement in Stonington, Connecticut Town of Stonington, Stonington, CT Small Business Administration · Salaries and Expenses · CT | $900,000 | |||
| FY 2023 | Child and Family Agency of Southeastern CT, Inc. Child and Family Agency of Southeastern CT, Inc., New London, CT for mental health and related services for youth, including equipment Department of Health and Human Services · Substance Use and Mental Health Services Administration · CT | $693,437 | |||
| FY 2023 | Canterbury Public Library Children's Learning Center Canterbury Public Library Department of Housing and Urban Development · Community Development Fund · CT | $480,000 | |||
| FY 2023 | Mansfield Nonprofit Housing Development Corporation Eagleville Green Affordable Housing Rehab Mansfield Nonprofit Housing Development Corporation Department of Housing and Urban Development · Community Development Fund · CT | $300,000 | |||
| FY 2023 | Computer-Aided Dispatch/Records Management System Project Suffield Police Department Department of Justice · COPS Tech · CT | $180,000 | |||
| FY 2022 | Enfield Rail Station Public Facilities Roadway Access, Sidewalks, and Parking Lot Improvements Connecticut Department of Transportation Department of Housing and Urban Development · Community Development Fund · CT | $2,500,000 | |||
| FY 2022 | Crumbling Foundations Remediation and Restoration Capitol Region Council of Governments Department of Housing and Urban Development · Community Development Fund · CT | $2,000,000 | |||
| FY 2022 | Water Safety and Quality Infrastructure Improvement Town of Stonington Department of Housing and Urban Development · Community Development Fund · CT | $1,952,130 | |||
| FY 2022 | Norwich Police Department Computer Aided Dispatch and Records Management System Norwich Police Department Department of Justice · COPS Tech · CT | $700,000 | |||
| FY 2022 | Scotland Town Hall Renovation Town of Scotland Department of Housing and Urban Development · Community Development Fund · CT | $700,000 | |||
| FY 2022 | Mitchell College Mitchell College, New London, CT for curriculum development, including equipment Department of Education · Higher Education · CT | $550,000 | $250, 1 donor | ||
| FY 2022 | Day Kimball Hospital Day Kimball Hospital, Putnam, CT for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · CT | $550,000 | |||
| FY 2022 | Hockanum Mill Roof Replacement and Hazardous Materials Removal New England Motorcycle Museum Department of Housing and Urban Development · Community Development Fund · CT | $500,000 | |||
| FY 2022 | Groton Public Schools Groton Public Schools, Groton, CT for a high school career pathways program Department of Education · Elementary & Secondary Education · CT | $150,000 | |||
| FY 2022 | Reliance Health, Inc. Reliance Health, Inc., Norwich, CT for a recovery support program Department of Health and Human Services · Substance Abuse and Mental Health Services Administration (SAMHSA) · CT | $125,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 5376
Inflation Reduction Act of 2022
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 7900
National Defense Authorization Act for Fiscal Year 2023
899 clients
H.R. 4521
United States Innovation and Competition Act of 2021
875 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | nay | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | nay | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | yeaagainst party | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | nay | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | nay | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | nay | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | nay | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | nay | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | yea | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | nay | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | nay | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | not voting | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | nay | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | nay | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | nay | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | nay | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | yea | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | yeaagainst party | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | nay | Passed |
What they sponsor bills about
119th Congress: 14 sponsored, 0 became law · 118th Congress: 21 sponsored, 0 became law · 117th Congress: 23 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 10427 MAGNET Act | Sep 16, 2026 Referred to the House Committee on Education and Workforce. |
| H.R. 10360 Safeguarding Taxpayer Investment for Executive Airlift Act of 2026 | Sep 14, 2026 Referred to the House Committee on Armed Services. |
| H.R. 10308 Strengthening Coast Guard Communities Act of 2026 | Sep 8, 2026 Referred to the House Committee on Transportation and Infrastructure. |
| H.R. 9735 CLINIC Assistance Act | Jul 16, 2026 Referred to the House Committee on Education and Workforce. |
| H.R. 8925 Job Corps and Skilled Defense Workforce Act | May 20, 2026 Referred to the Committee on Armed Services, and in addition to the Committee on Education and Workforce, for |
| H.Res. 1209 Recognizing the significance of "Community College Month" in April as a celebration of more than 1,000 institutions thro | Apr 23, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.J.Res. 155 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Dep | Apr 9, 2026 Referred to the House Committee on Education and Workforce. |
| H.R. 8045 Student Loan Interest Elimination Act | Mar 24, 2026 Referred to the Committee on Education and Workforce, and in addition to the Committee on the Budget, for a pe |
| H.R. 3954 Improving Access to Medicare Coverage Act of 2025 | Jun 12, 2025 Referred to the Committee on Ways and Means, and in addition to the Committee on Energy and Commerce, for a pe |
| H.R. 3036 Protecting America’s Workers Act | Apr 28, 2025 Referred to the House Committee on Education and Workforce. |
| H.Res. 340 Recognizing the significance of "Community College Month" in April 2025 as a celebration of the more than 1,000 communit | Apr 21, 2025 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 2829 SERVICE Act | Apr 10, 2025 Referred to the House Committee on Education and Workforce. |
| H.R. 2531 Workplace Violence Prevention for Health Care and Social Service Workers Act | Apr 1, 2025 Referred to the Committee on Education and Workforce, and in addition to the Committees on Energy and Commerce |
| H.R. 2041 Hidden Fee Disclosure Act of 2025 | Mar 11, 2025 Referred to the House Committee on Education and Workforce. |
| H.R. 10547 MAGNET Act | Dec 20, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 10477 SERVICE Act | Dec 18, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 10273 To direct the Secretary of Defense, in consultation the heads of certain agencies and organizations, to conduct a study | Dec 3, 2024 Referred to the House Committee on Armed Services. |
| H.R. 9517 To direct the Secretary of Education to deem each month for which certain Federal student loans are in deferment during | Sep 10, 2024 Referred to the Committee on Education and the Workforce, and in addition to the Committee on Armed Services, |
| H.R. 8472 Freight for Farms Act | Sep 3, 2024 Referred to the Subcommittee on Commodity Markets, Digital Assets, and Rural Development. |
| H.Res. 1169 Commending and congratulating the University of Connecticut men's basketball team, the UConn Huskies, for winning the 20 | Apr 23, 2024 Referred to the House Committee on Education and the Workforce. |
| H.Res. 1151 Recognizing the Interstate Compact on Educational Opportunity for Military Children and expressing support for the desig | Apr 16, 2024 Referred to the House Committee on Armed Services. |
| H.Res. 1145 Recognizing the significance of "Community College Month" in April as a celebration of more than 1,000 institutions thro | Apr 15, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 7800 To direct the United States Postal Service to designate a single, unique ZIP Code for Scotland, Connecticut. | Mar 22, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 5533 Healthy at Home Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 5249 Coast Guard Academy Safe-to-Report Parity Act | Aug 22, 2023 Referred to the House Committee on Armed Services. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 14 | 0 | 238 |
| 118th | 21 | 0 | 245 |
| 117th | 23 | 0 | 335 |
3 former staff now lobbying
ELIZABETH GOODWIN
STEPTOE LLP
3 clients
NEIL MCKIERNAN
AMERICAN DEFENSE INTERNATIONAL
1 client
SEAN FALVEY
BLUEFORGE ALLIANCE
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| ELIZABETH GOODWIN | Law Clerk, Senate Committee on the Judiciary, Office of Senator Richard Blumenthal; Intern, Office of Rep. Elizabeth Esty; Intern, Office of Rep. Joe Courtney | STEPTOE LLP | 3 | 2023–2026 |
| NEIL MCKIERNAN | Chief of Staff to Congressman Joe Courtney | AMERICAN DEFENSE INTERNATIONAL | 1 | 2025–2026 |
| SEAN FALVEY | Senior Advisor, Defense Policy, Rep. Joe Courtney; Military Legislative Assistant, Rep. Joe Courtney; Clerk, House Armed Services Committee Seapower and Projection Forces Subcommittee, Clerk, House Armed Services Committee | BLUEFORGE ALLIANCE | 1 | 2025–2026 |
Subcommittees
Holdings and trades
$806K – $2.8Mnet worth, 2025 report
616trades on their reports
0 of 2trades reported after 45 days
40 daystypical time to report a trade
0reports filed on paper
0filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
JPMorgan BetaBuilders U.S. Equity ETF
Mutual Funds · Self
$100K+
T. Rowe Price Retirement 2025
Mutual Funds · Spouse
$100K+
State Street SPDR Nuveen ICE Municipal Bond ETF
Mutual Funds · Spouse
$50K+
J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF
Mutual Funds · Self
$50K+
JPMorgan Active Bond ETF
Mutual Funds · Self
$50K+
JPMorgan Core Plus Bond ETF
Mutual Funds · Self
$50K+
M&T Bank Accounts
Bank Deposit · Self
$15K+
Mass Mutual Whole Life Policy
Life Insurance · Self
$15K+
American Funds 2025 Target Date Retirement Fd Cl R-6
Mutual Funds · Spouse
$15K+
iShares Core MSCI EAFE ETF
Mutual Funds · Spouse
$15K+
iShares Core S&P 500 ETF
Mutual Funds · Spouse
$15K+
Schwab U.S. Small-Cap ETF
Mutual Funds · Spouse
$15K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Equity ETF | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| T. Rowe Price Retirement 2025 | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| State Street SPDR Nuveen ICE Municipal Bond ETF | Mutual Funds | Spouse | $50K – $100K | Dividends: $1,001 – $2,500 |
| J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| JPMorgan Active Bond ETF | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| JPMorgan Core Plus Bond ETF | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| M&T Bank Accounts | Bank Deposit | Self | $15K – $50K | None: — |
| Mass Mutual Whole Life Policy | Life Insurance | Self | $15K – $50K | None: — |
| American Funds 2025 Target Date Retirement Fd Cl R-6 | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| iShares Core MSCI EAFE ETF | Mutual Funds | Spouse | $15K – $50K | Capital Gains, Dividends: $201 – $1,000 |
| iShares Core S&P 500 ETF | Mutual Funds | Spouse | $15K – $50K | Capital Gains, Dividends: $5,001 – $15K |
| Schwab U.S. Small-Cap ETF | Mutual Funds | Spouse | $15K – $50K | Capital Gains, Dividends: $1,001 – $2,500 |
| iShares Core MSCI Emerging Markets ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| iShares Core U.S. Aggregate Bond ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| JPMorgan Active Value ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| JPMorgan Global Select Equity ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| JPMorgan Income ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| JPMorgan International Value ETF | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| Sweep Account | Bank Deposit | Self | $15K – $50K | Tax-Deferred: — |
| AB Sustainable Global Thematic Fund - ADV | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| Calvert Green Bond Fund Class I | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| Calvert Income Fund Class I | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| Large Cap Equity Fund - I Class | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
TIAA-CREF Core Impact Bond Fund Advisor Class (TSBHX)
2023–2024 · $160K – $500K
12 trades
Delaware Corporate Bond Fund Institutional Class (DGCIX)
2021–2024 · $26K – $215K
12 trades
iShares U.S. Treasury Bond ETF (GOVT)
2021–2024 · $26K – $215K
12 trades
Delaware Corporate Bond
2022–2022 · $12K – $180K
12 trades
Nuveen ESG Large Cap Growth
2021–2022 · $39K – $235K
11 trades
Calvert US Large Cap Value (CFJIX)
2021–2024 · $73K – $270K
10 trades
IShares Inc IShares ESG (ESGE)
2021–2024 · $52K – $255K
10 trades
CCM Community Impact Fund (CRANX)
2021–2024 · $38K – $220K
10 trades
Calvert Small Cap Fund Class I (CSVIX)
2021–2024 · $51K – $240K
9 trades
SPDR Bloomberg Barclays
2021–2022 · $37K – $205K
9 trades
Their latest 300 of 616 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-03-21 | BlackRock High Yield Portfolio - Class A via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-29 | UBS Engage For Impact Fund Class P2 via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-23 | Calvert Income Fund Class I via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-18 | JPMorgan Active Bond ETF via IRA | Purchase | Self | $50K – $100K | annual |
| 2025-12-18 | iShares 10-20 Year Treasury Bond ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2025-12-18 | iShares Core U.S. Aggregate Bond ETF via IRA | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-12-17 | Large Cap Equity Fund - I Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-10 | AB Sustainable Global Thematic Fund - ADV via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-11-26 | Victory Pioneer Global Equity Fund Class Y via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-11-24 | Vanguard High Dividend Yield ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-11-24 | Schwab US Dividend Equity ETF via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-24 | JPMorgan BetaBuilders U.S. Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-24 | JPMorgan ActiveBuilders Emerging Markets Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-24 | JPMorgan Income ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-20 | State Street Technology Select Sector SPDR ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-20 | Large Cap Equity Fund - I Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-20 | iShares ESG Aware USD Corporate Bond ETF via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-20 | UBS Sustainable Development Bank Bond Fund Class P via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-20 | iShares Short-Term National Muni Bond ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-20 | Vanguard Total World Stock Index ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-20 | iShares 20+ Year Treasury Bond ETF via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-07 | UBS Sustainable Development Bank Bond Fund Class P via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-07 | Victory Pioneer Global Equity Fund Class Y via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-07 | Large Cap Equity Fund - Investor Class via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan International Research Enhanced Equity ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2025-09-26 | JPMorgan International Growth ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan International Value ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan Core Plus Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan Income ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-26 | iShares Core U.S. Aggregate Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-26 | iShares Core MSCI Emerging Markets ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan Active Growth ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan ActiveBuilders Emerging Markets Equity ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-26 | iShares 10-20 Year Treasury Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-26 | Vanguard International High Dividend Yield ETF via IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan Global Select Equity ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-26 | JPMorgan BetaBuilders International Equity ETF via IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2025-08-25 | iShares Gold Trust Shares via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-08-12 | iShares International Select Dividend ETF via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | State Street SPDR Nuveen ICE Municipal Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $50K – $100K | annual |
| 2025-07-29 | State Street SPDR Nuveen ICE Short Term Municipal Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | iShares Short-Term National Muni Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | State Street Health Care Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | iShares MBS ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | State Street Consumer Staples Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | State Street Consumer Discretionary Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | State Street Financial Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | iShares MSCI Emerging Markets ex China ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | iShares MSCI USA Quality Factor ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | Schwab U.S. Small-Cap ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | iShares National Muni Bond ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-07-29 | iShares Core S&P 500 ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-07-29 | Invesco National AMT-Free Municipal Bond ETFo via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-06-30 | iShares MBS ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-30 | State Street Consumer Discretionary Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-06-26 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-26 | JPMorgan Active Growth ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-26 | iShares Core U.S. Aggregate Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-27 | Invesco National AMT-Free Municipal Bond ETFo via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-27 | State Street Consumer Discretionary Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-05-27 | State Street Health Care Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-05-14 | AB Sustainable Global Thematic Fund - ADV via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-05-14 | Victory Pioneer Global Equity Fund Class Y via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-04-30 | Invesco Senior Loan ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-30 | Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-04-25 | iShares Core U.S. Aggregate Bond ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2025-04-25 | JPMorgan International Research Enhanced Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-25 | JPMorgan BetaBuilders U.S. Equity ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-04-25 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-04-25 | iShares 10-20 Year Treasury Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-04-09 | Schwab U.S. Small-Cap ETF via Inherited Brokerage Account | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-09 | Vanguard Mid-Cap ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | iShares Core MSCI EAFE ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | Vanguard Russell 1000 Growth ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | State Street Consumer Discretionary Select Sector SPDR ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | State Street Health Care Select Sector SPDR ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | State Street Financial Select Sector SPDR ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | Vanguard Short-Term Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | State Street Materials Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | State Street Technology Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | UBS Sustainable Development Bank Bond Fund Class P via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | Large Cap Equity Fund - Investor Class via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | State Street Utilities Select Sector SPDR ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | iShares S&P 500 Growth ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | iShares MSCI EAFE Growth ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | iShares U.S. Equity Factor Rotation Active ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-04-09 | Vanguard Russell 2000 ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-04-09 | iShares 20+ Year Treasury Bond ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-09 | Vanguard High Dividend Yield ETF via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-04-08 | State Street Industrial Select Sector SPDR ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-08 | State Street Communication Services Select Sector SPDR ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-08 | iShares Core U.S. Aggregate Bond ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2025-04-08 | JPMorgan Income ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-04-08 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via IRA | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-04-01 | Large Cap Equity Fund - I Class via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2025-04-01 | Calvert U.S. Large Cap Value Responsible Index Fund Class A via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-03-28 | JPMorgan Active Growth ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-28 | JPMorgan Core Plus Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-28 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF via IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-28 | JPMorgan Active Value ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-21 | High Income Fund - Investor Class via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-03-20 | High Income Fund - Investor Class via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-17 | AB Sustainable Global Thematic Fund - ADV via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-17 | UBS International Sustainable Equity Fund Class P via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-17 | UBS Sustainable Development Bank Bond Fund Class P via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-17 | Calvert Income Fund Class I via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-11 | iShares Gold Trust Shares via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-11 | iShares S&P 500 Growth ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-11 | iShares 0-3 Month Treasury Bond ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-02-06 | iShares Core U.S. Aggregate Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-06 | JPMorgan Income ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-06 | JPMorgan Global Select Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-06 | iShares 10-20 Year Treasury Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-06 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-01-09 | Vanguard Russell 2000 ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-01-09 | iShares MSCI Emerging Markets ex China ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-12-18 | Large Cap Equity Fund - I Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-11 | AB Sustainable Global Thematic Fund - ADV via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-11 | JPMorgan Income ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-11 | JPMorgan BetaBuilders U.S. Equity ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-11 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-09 | Causeway Emerging Markets Fund Insti Cl via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Templeton Foreign Fund, Advisor via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Royce Premier Fund Investment Class via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | PGIM Total Return Bond Fund Class Z via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | ClearBridge Large Cap Growth Fd Cl A via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Putnam Large Cap Value Fund Class Y via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Martin Currie Emerging Markets Fund Class I via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Franklin Value Fund Advisor Class via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Vanguard FTSE Developed Markets ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Vanguard S&P 500 ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | iShares MSCI USA Quality Factor ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | iShares U.S. Treasury Bond ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Franklin U.S. Core Bond ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Franklin U.S. Large Cap Multifactor Index ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | iShares MSCI Emerging Markets ex China ETF via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | T. Rowe Price Floating Rate Fund, Inc. via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Cohen & Steers Preferred Securities and Income Fund Inc. Class I via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Vanguard Emerging Markets Bond Fund Admiral Shares via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Cohen & Steers Preferred Securities and Income Fund Inc. Class I via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | High Income Fund - I Class via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Vanguard International High Dividend Yield ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Vanguard High Dividend Yield ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Schwab US Dividend Equity ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Global X MLP ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Invesco Preferred ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | Invesco RAFI Developed Markets ex-U.S. ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-09 | iShares International Select Dividend ETF via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-08 | UBS Sustainable Development Bank Bond Fund Class P2 via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-11-08 | Large Cap Equity Fund - I Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-07 | JPMorgan Equity Premium Income ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-11-07 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-07 | JPMorgan Active Value ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | JPMorgan BetaBuilders U.S. Equity ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | JPMorgan Core Plus Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | iShares 10-20 Year Treasury Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-29 | iShares Core MSCI EAFE ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | Vanguard Russell 2000 ETF via Inherited Brokerage Account | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-29 | Vanguard Utilities ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | Real Estate Select Sector SPDR Fund via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | Materials Select Sector SPDR via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Energy Select Sector via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Financial via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Technology via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Consumer Staples via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Utilities via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Consumer Discretionary via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Select Sector Fund - Health Care via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | SPDR Nuveen Bloomberg Short Term Municipal Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | Invesco National AMT-Free Municipal Bond ETFo via Inherited Brokerage Account | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-29 | iShares 0-3 Month Treasury Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | iShares Short-Term National Muni Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | iShares National Muni Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | iShares MBS ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-29 | Nuveen Core Impact Bond Fund I via Rollover IRA | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-10-29 | Calvert Income Fund Class I via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | BlackRock Emerging Markets Fund Class I via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | BlackRock National Muni I via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | BlackRock Science & Technology Opportunities Portf Insti Class via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | MFS Series Trust I: MFS Core Equity Fund - Class A via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | PIMCO Municipal Bond Fund Class I-2 via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | iShares Currency Hedged MSCI EAFE ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | iShares Global Energy ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | BlackRock Liquidity Funds FedFund - Premier via Rollover IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Macquarie Corporate Bond Fund Institutional via Rollover IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Community Reinvestment Act Qualified Investment Fund Institutional Class via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Brown Advisory Sustainable Growth Fd Inst Shs via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Goldman Sachs International Equity ESG Fund - Institutional Shares via Rollover IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Calvert U.S. Large Cap Value Responsible Index Fund Class I via Rollover IRA | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Calvert Small Cap Fund Class I via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Vanguard Total International Bond ETF via Rollover IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Schwab Long-Term U.S. Treasury ETF via Rollover IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | iShares ESG Aware MSCI EAFE ETF via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | iShares U.S. Treasury Bond ETF via Rollover IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | iShares ESG Aware MSCI EM ETF via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Nuveen ESG Large-Cap Value ETF via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | Nuveen ESG Large-Cap Growth ETF via Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-10-28 | AB Sustainable Global Thematic Fund - ADV via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | Mirova Global Megatrends Fund Class Y via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | Victory Pioneer Global Equity Fund Class Y via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | Federated Hermes SDG Engagement High Yield Credit Fund IS Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Federated Hermes SDG Engagement Equity Fund IS Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-28 | Large Cap Equity Fund - I Class via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | Calvert Income Fund Class I via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | Calvert Green Bond Fund Class I via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | UBS Engage For Impact Fund Class P2 via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | UBS International Sustainable Equity Fund Class P2 via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | UBS Sustainable Development Bank Bond Fund Class P2 via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-28 | iShares ESG Aware USD Corporate Bond ETF via Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-24 | J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | Vanguard Div Appreciation ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-24 | Vanguard International High Dividend Yield ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-24 | JPMorgan Global Select Equity ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | JPMorgan Income ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | JPMorgan Active Value ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | JPMorgan ActiveBuilders Emerging Markets Equity ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | JPMorgan Equity Premium Income ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | JPMorgan BetaBuilders International Equity ETF via IRA | Purchase | Self | $50K – $100K | annual |
| 2024-10-24 | JPMorgan BetaBuilders U.S. Equity ETF via IRA | Purchase | Self | $100K – $250K | annual |
| 2024-10-24 | JPMorgan Core Plus Bond ETF via IRA | Purchase | Self | $50K – $100K | annual |
| 2024-10-24 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | iShares Core MSCI Emerging Markets ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-24 | iShares 10-20 Year Treasury Bond ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-24 | iShares Core U.S. Aggregate Bond ETF via IRA | Purchase | Self | $15K – $50K | annual |
| 2024-10-23 | BlackRock Liquidity Funds FedFund - Premier via IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-23 | Nuveen Core Impact Bond Fund I via IRA | Sale (Full) | Self | $100K – $250K | annual |
| 2024-10-23 | Macquarie Corporate Bond Fund Institutional via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | Community Reinvestment Act Qualified Investment Fund Institutional Class via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | Brown Advisory Sustainable Growth Fd Inst Shs via IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2024-10-23 | Goldman Sachs International Equity ESG Fund - Institutional Shares via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | Calvert U.S. Large Cap Value Responsible Index Fund Class I via IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2024-10-23 | Calvert Small Cap Fund Class I via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | Vanguard Total International Bond ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | Schwab Long-Term U.S. Treasury ETF via IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-23 | iShares ESG Aware MSCI EAFE ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | iShares U.S. Treasury Bond ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | iShares ESG Aware MSCI EM ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-10-23 | Nuveen ESG Large-Cap Value ETF via IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2024-10-23 | Nuveen ESG Large-Cap Growth ETF via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-04 | Western Asset Core Plus Bond Fund Class I via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-04 | PGIM Total Return Bond Fund Class Z via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | iShares U.S. Equity Factor Rotation Active ETF via Inherited Brokerage Account | Purchase | Spouse | $15K – $50K | annual |
| 2024-06-06 | iShares MSCI Emerging Markets ex China ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | iShares Currency Hedged MSCI EAFE ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | iShares MSCI EAFE Value ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | iShares MSCI USA Min Vol Factor ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | iShares National Muni Bond ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | iShares Core S&P 500 ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-06-06 | iShares S&P 500 Growth ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | PIMCO Municipal Bond Fund Class I-2 via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | BlackRock Science & Technology Opportunities Portf Insti Class via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-06-06 | BlackRock International I via Inherited Brokerage Account | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-06-06 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares via Inherited Brokerage Account | Purchase | Spouse | $15K – $50K | annual |
| 2024-06-06 | BlackRock National Muni I via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-29 | Putnam Large Cap Value Fund Class Y via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-29 | ClearBridge Large Cap Value Fund Class I via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-02-29 | ClearBridge Large Cap Growth Fd Class I via Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-21 | Franklin U.S. Large Cap Multifactor Index ETF via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-21 | Vanguard S&P 500 ETF via Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | Macquarie Corporate Bond Fund Institutional via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | BlackRock Liquidity Funds FedFund - Premier via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | Brown Advisory Sustainable Growth Fd Inst Shs via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | Community Reinvestment Act Qualified Investment Fund Institutional Class via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | Nuveen Core Impact Bond Fund I via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | iShares U.S. Treasury Bond ETF via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | Nuveen ESG Large-Cap Growth ETF via Rollover IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | Calvert Small Cap Fund Class I via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-15 | BlackRock Liquidity Funds FedFund - Premier via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-15 | Community Reinvestment Act Qualified Investment Fund Institutional Class via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-02-15 | Macquarie Corporate Bond Fund Institutional via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-02-15 | Nuveen Core Impact Bond Fund I via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-15 | Brown Advisory Sustainable Growth Fd Inst Shs via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-02-15 | iShares U.S. Treasury Bond ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-02-15 | Vanguard Total International Bond ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-15 | iShares ESG Aware MSCI EM ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-15 | Nuveen ESG Large-Cap Value ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-15 | Nuveen ESG Large-Cap Growth ETF via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-02-15 | Calvert Small Cap Fund Class I via IRA | Purchase | Self | $15K – $50K | annual |
| 2023-11-01 | Franklin International Growth Fund Class Advisor via Inherited IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | Schwab Long-Term U.S. Treasury ETF via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-23 | Calvert U.S. Large Cap Value Responsible Index Fund Class I via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-23 | Calvert Small Cap Fund Class I via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-23 | iShares U.S. Healthcare ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares S&P 100 ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares MSCI USA Quality Factor ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares MSCI USA Min Vol Factor ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares MSCI Emerging Markets ex China ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares MSCI EAFE Value ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares MSCI EAFE Growth ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares Global Energy ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares Core S&P 500 ETF via Inherited Brokerage Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares 20+ Year Treasury Bond ETF via Inherited Brokerage Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares 10-20 Year Treasury Bond ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | BlackRock Short Maturity Municipal Bond ETF via Inherited Brokerage Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-10-20 | TIAA-CREF Core Impact Bond Fund Advisor Class via Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What Courtney's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,851,999 over the last 4 quarters, 79% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $350,352 | $9,688 | $34,264 | $56,912 | $9,601 | $460,817 |
| Q1 '26 | $380,209 | $14,842 | $48,601 | $74,051 | $16,377 | $534,079 |
| Q4 '25 | $400,723 | $9,760 | $31,180 | $5,113 | $9,297 | $456,072 |
| Q3 '25 | $327,999 | $15,259 | $34,363 | $4,801 | $18,609 | $401,031 |
| Q2 '25 | $336,611 | $19,214 | $34,288 | $10,327 | $15,421 | $415,860 |
| Q1 '25 | $364,281 | $15,440 | $48,597 | $6,458 | $13,454 | $448,230 |
| Q4 '24 | $418,165 | $13,612 | $32,093 | $6,039 | $78,546 | $548,455 |
| Q3 '24 | $343,495 | $16,999 | $40,460 | $146,204 | $16,190 | $563,348 |
| Q2 '24 | $341,269 | $21,102 | $40,877 | $10,553 | $13,349 | $427,149 |
| Q1 '24 | $342,500 | $23,247 | $37,056 | $68,062 | $32,557 | $503,422 |
| Q4 '23 | $391,609 | $4,737 | $41,575 | $95,687 | $8,012 | $541,619 |
| Q3 '23 | $320,441 | $20,484 | $31,155 | $2,227 | $21,867 | $396,173 |
| Q2 '23 | $333,979 | $10,170 | $48,996 | $1,397 | $18,134 | $412,676 |
| Q1 '23 | $363,630 | $9,512 | $15,284 | $6,897 | $57,600 | $452,922 |
| Q4 '22 | $367,579 | $10,378 | $28,178 | $87,602 | $67,214 | $560,951 |
| Q3 '22 | $308,957 | $8,140 | $36,902 | $97,179 | $12,982 | $464,161 |
| Q2 '22 | $310,421 | $10,927 | $33,491 | $20,480 | $5,313 | $380,632 |
| Q1 '22 | $302,595 | $3,949 | $29,219 | $39,059 | $49,586 | $424,408 |
| Q4 '21 | $314,769 | $5,136 | $81,392 | $73,827 | $15,808 | $490,932 |
| Q2 '21 | $257,011 | $6,253 | $10,132 | $1,751 | $18,691 | $293,838 |
| Q1 '21 | $246,148 | $4,640 | $27,383 | $1,174 | $25,003 | $304,348 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Grant Ayanti E
Chief of Staff
$178,741
Costigan Maria
Deputy Chief of Staff/leg Dire
$134,292
Tomsheck Ryan F.
Communications Director
$97,250
Fogarasi Beata A.
Legislative Director
$97,250
Weseliza Karen
Caseworker
$79,258
Meneses Manuel F.
Caseworker
$76,295
Mcgrath Julia
District Aide/grants Coordinat
$76,083
Olortegui Carolyn O.
Legislative Assistant
$75,875
Mcgeary Owen C.
Military Legislative Assistant
$73,438
Earley Kyra Elizabeth M.
Scheduler/operations Manager
$70,792
All 39
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Grant Ayanti E | Chief of Staff | $178,741 | 4 |
| Costigan Maria | Deputy Chief of Staff/leg Dire | $134,292 | 4 |
| Tomsheck Ryan F. | Communications Director | $97,250 | 4 |
| Fogarasi Beata A. | Legislative Director | $97,250 | 4 |
| Weseliza Karen | Caseworker | $79,258 | 4 |
| Meneses Manuel F. | Caseworker | $76,295 | 4 |
| Mcgrath Julia | District Aide/grants Coordinat | $76,083 | 4 |
| Olortegui Carolyn O. | Legislative Assistant | $75,875 | 4 |
| Mcgeary Owen C. | Military Legislative Assistant | $73,438 | 4 |
| Earley Kyra Elizabeth M. | Scheduler/operations Manager | $70,792 | 4 |
| Reich Matthew | Dist Scheduler/outreach Assist | $70,458 | 4 |
| Sagristano Caroline A. | Staff Assistant · Legislative Assistant | $69,878 | 4 |
| Way Julie | Caseworker | $67,937 | 4 |
| Carver Noah S. | Staff Assistant | $65,500 | 4 |
| Klinkmueller Charlotte M. | Staff Assist/leg Correspondent | $51,042 | 4 |
| Richardson Adam L. | Staff Assistant & Operations M | $42,167 | 3 |
| Edens Elizabeth R. | Press Secretary/digital Mgr | $39,194 | 3 |
| Brown David D | Shared Employee | $33,500 | 4 |
| Juarbe Virginia C. | Staff Assistant | $13,000 | 1 |
| Mccrabb Sawyer | Staff Assistant/leg Corres | $8,125 | 1 |
| Lufitz Caroline | Paid Intern - House Program | $3,845 | 2 |
| Boggis Alyssa | Paid Intern - House Program | $3,845 | 2 |
| Tiffany Leora P. | Paid Intern - House Program | $3,251 | 2 |
| Zachem Jack | Paid Intern - House Program | $2,991 | 2 |
| Mackinnon Leila | Paid Intern - House Program | $2,705 | 2 |
| Lee Alexandra A. | Paid Intern - House Program | $2,692 | 1 |
| Lampos Theodore S. | Paid Intern - House Program | $2,493 | 2 |
| Holzworth Avery S. | District Office Paid Intern - | $2,122 | 2 |
| Washburne Robert | Paid Intern - House Program | $2,054 | 1 |
| Alexander Claire M. | District Office Paid Intern - | $2,000 | 2 |
| Stimac Annika | District Office Paid Intern - | $1,826 | 1 |
| Racine Jonathan T. | District Office Paid Intern - | $1,668 | 2 |
| Gonzalez Jaclyn | District Office Paid Intern - | $1,598 | 1 |
| Hunt Beatrice S. | Paid Intern - House Program | $1,360 | 1 |
| Yencho Nolan M. | Paid Intern - House Program | $1,315 | 1 |
| Malcom Patrick J. | District Office Paid Intern - | $925 | 1 |
| Higgins Nathan B. | District Office Paid Intern - | $925 | 1 |
| Kellam Megan | District Office Paid Intern - | $913 | 1 |
| Greene Kenya N. | District Office Paid Intern - | $680 | 1 |
Private funds
5private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Blackrock Liquidity Fund T
6 trades
$48K
Calvert Small Cap Fund CL 1
6 trades
$48K
Blackrock Liquidity Fund
5 trades
$40K
Hartford Core Equity Fund
2 trades
$16K
Vanguard 500 Index Fund
1 trades
$8,000
All 5, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Blackrock Liquidity Fund T | 2022-05-16 | $6,006 – $90K | |||||||
| Calvert Small Cap Fund CL 1 | 2022-01-06 | $6,006 – $90K | |||||||
| Blackrock Liquidity Fund | 2022-07-15 | $5,005 – $75K | |||||||
| Hartford Core Equity Fund | $2,002 – $30K | ||||||||
| Vanguard 500 Index Fund | $1,001 – $15K |
How their trades did
Each of Courtney's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 4 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Too few to score against chance (it takes 10). Every member, compared.
Best timed
- Sold Manulife Financial Corporation (MFC) 2022-04-05 · $1,001 – $15K · +1.4% against the market in 30 days, +4.3% in 90
- Sold JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) 2025-09-26 · $1,001 – $15K · -2.9% against the market in 30 days, -0.2% in 90
- Bought JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) 2025-11-24 · $1,001 – $15K · -3.0% against the market in 30 days, +13.2% in 90
Worst timed
- Bought JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) 2024-10-24 · $15K – $50K · -6.2% against the market in 30 days, -9.8% in 90
Financial disclosures
6 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| May 14, 2026 | Annual Report for 2025 | 117 |
| May 14, 2025 | Annual Report for 2024 | 167 |
| May 13, 2024 | Annual Report for 2023 | 108 |
| May 9, 2023 | Annual Report for 2022 | 121 |
| May 13, 2022 | Annual Report for 2021 | 104 |
| Apr 12, 2022 | Periodic Transaction Report | 2 |
2 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| May 14, 2026 | 2026-03-21 | BlackRock High Yield Portfolio - Class A (BHYAX) | Outside the year the report covers | Never amended |
| May 14, 2026 | 2026-06-25 | JPMorgan Active Value ETF (JAVA) | Dated after the report was filed | Never amended |