Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Joe Courtney (D-CT)
House · Democrat (most recent term) · CT-2 · in Congress 2007–present · Bioguide ID C001069
Party history: D 2007–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth at the earliest available report (2013); the member entered office earlier, in 2007 | 2013 | $117,028 | $461,014 | $804,999 |
| (b) Latest net worth estimate | 2025 | $806,077 | $1,798,538 | $2,791,000 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | +$1,078 | +$1,337,525 | +$2,673,972 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2025: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $536,014 | $75,000 | $461,014 | $117,028 … $804,999 | computed |
| 2014 | $619,015 | $75,000 | $544,014 | $168,030 … $919,999 | computed |
| 2015 | $685,018 | $75,000 | $610,018 | $195,036 … $1,024,999 | computed |
| 2016 | $549,012 | $120,001 | $429,010 | $102,023 … $755,998 | computed |
| 2017 | $938,514 | $32,500 | $906,014 | $461,029 … $1,350,999 | computed |
| 2018 | $987,022 | $32,500 | $954,522 | $392,045 … $1,516,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2019 | $1,449,052 | $32,500 | $1,416,552 | $431,105 … $2,401,999 | computed |
| 2020 | $1,379,534 | $12,500 | $1,367,034 | $598,068 … $2,136,000 | computed |
| 2021 | $1,587,534 | $0 | $1,587,534 | $739,067 … $2,436,000 | computed |
| 2022 | $1,554,536 | $0 | $1,554,536 | $702,073 … $2,407,000 | computed |
| 2023 | $1,729,536 | $0 | $1,729,536 | $805,072 … $2,654,000 | computed |
| 2024 | $1,896,040 | $0 | $1,896,040 | $851,080 … $2,941,000 | computed |
| 2025 | $1,798,538 | $0 | $1,798,538 | $806,077 … $2,791,000 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)-9.4%
Simple average of years-6.4%
Years estimated11
Best / worst single year2017 +23%
2024 -51%
2024 -51%
Reliability flags: 2 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +0.1% to -12.2%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $512,012 | $546,512 | $1,201 | $24,002 | $8,000 | +3.8% | +0.9% … +15.1% | -118% … +126% | 96% | counted |
| 2014→2015 | $538,013 | $588,514 | $1,302 | $48,502 | $16,001 | +3.6% | +2.0% … +9.1% | -120% … +127% | 87% | counted |
| 2015→2016 | $685,018 | $541,011 | $802 | $0 | $195,506 | +7.6% | +5.3% … +16.0% | -107% … +122% | 100% | counted |
| 2016→2017 | $442,009 | $543,508 | $1,402 | $0 | $0 | +23.3% | +18.2% … +39.2% | -85% … +131% | 81% | counted |
| 2017→2018 | $823,013 | $683,514 | $201 | $439,510 | $356,504 | -27.0% | -27.0% … -27.0% | -166% … +112% | 88% | counted; many new/exited positions |
| 2018→2019 | $545,514 | $1,038,534 | $1,106 | $425,522 | $8,000 | +14.0% | +10.7% … +26.6% | -229% … +257% | 60% | excluded; not eligible: traced coverage 60% < 60%; many new/exited positions |
| 2019→2020 | $1,030,032 | $854,514 | $802 | $251,510 | $40,501 | -37.4% | -45.9% … -0.7% | -158% … +83% | 71% | counted |
| 2020→2021 | $1,100,030 | $1,291,528 | $1,603 | $265,512 | $152,508 | +7.3% | +3.3% … +22.1% | -143% … +157% | 80% | counted |
| 2021→2022 | $1,251,527 | $1,159,528 | $1,204 | $144,009 | $153,006 | -6.5% | -8.9% … -5.8% | -133% … +120% | 79% | counted |
| 2022→2023 | $1,030,027 | $1,239,028 | $2,407 | $120,008 | $16,001 | +10.4% | +6.3% … +25.9% | -124% … +145% | 66% | counted |
| 2023→2024 | $1,527,530 | $1,766,536 | $3,312 | $1,415,538 | $390,011 | -51.3% | -52.7% … -46.8% | -237% … +135% | 88% | counted; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2024→2025 | $1,731,536 | $1,602,035 | $4,861 | $535,520 | $590,024 | -4.1% | -7.8% … -3.0% | -156% … +148% | 91% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2013 | 10001044 | House annual | 5/15/2014 | 34 | 0 | 10001044.pdf1c22471935d6b5d231730d092c35b8a1ccc4e9dedf656fa62a1e16353f213c91 |
| 2014 | 10005904 | House annual | 5/12/2015 | 30 | 0 | 10005904.pdfb9961893f9abd8f313ed97c1c41a888291d47c753fbba4017206a38ac537315a |
| 2015 | 10010927 | House annual | 5/10/2016 | 36 | 0 | 10010927.pdffbe6aee6eda4a1e3afd58774805688280d6274a69a66ab6018e9811437acfbbc |
| 2016 | 10015965 | House annual | 5/4/2017 | 37 | 0 | 10015965.pdf3f51cd4122ee5100b90bd3d752d2a7d313d2293b02f8027e9cf1c6fbdbbb3749 |
| 2017 | 10022700 | House annual | 5/15/2018 | 30 | 0 | 10022700.pdf67fa5297a0c239714e1358d7cb2d611ad3ccdf25c5ef73763ae15c8004804ec0 |
| 2018 | 10026065 | House annual | 5/10/2019 | 54 | 1 | 10026065.pdfeaa881a6a498d184942166fefd29e7025ef3949a9d8a27b6ad3052557fa6c547 |
| 2019 | 10036670 | House annual | 8/5/2020 | 105 | 0 | 10036670.pdf51babc202fbac401a5f57f3bba867345cab88d4bb85a8c09452f953c65bf4039 |
| 2020 | 10041890 | House annual | 7/30/2021 | 151 | 0 | 10041890.pdfe7bc46e47f32cd3c584d2e979bcb2071892a79fd64d16c5241211644ca99fa4f |
| 2021 | 10047631 | House annual | 5/13/2022 | 78 | 0 | 10047631.pdf9ca8dd3d9b9e07dbc80570add1b3b2afe415e8f19f0eb27a9aa2af712776b8fc |
| 2022 | 10052464 | House annual | 5/9/2023 | 80 | 0 | 10052464.pdf4548ce9ce1e23095877bfa7b6c0e0a124f87c8100c7571b94416050f62465767 |
| 2023 | 10057521 | House annual | 5/13/2024 | 88 | 0 | 10057521.pdf6a18d8b7bd1b82a26bb194ced669d21c5428f0a457757e21402c720ed5300e2f |
| 2024 | 10067873 | House annual | 5/14/2025 | 133 | 0 | 10067873.pdf7e6cf65c784272e70681ea61d7e803bccd85a44c90ec71ccae8e146cb2c67b10 |
| 2025 | 10076814 | House annual | 5/14/2026 | 94 | 1 | 10076814.pdfdd3818aa3ba1054b1b3efb9cbd9b6865b5bed2697138b711c5f3d98afcbb1a4d |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| IRA ⇒ TIAA CREF Core Impact [EF] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Inherited Brokerage Account ⇒ IShares Core S&P 500 - IVV [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| M&T Bank Accounts [BA] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Rollover IRA ⇒ TIAA CREF Core Impact [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| IRA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | — | new | — | $15,001 - $50,000 | $8,000 | $8,000 |
| Inherited Brokerage Account ⇒ Blackrock International Fund [MF] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Inherited Brokerage Account ⇒ Pimco Municipal Bond Fund - PMUPX [MF] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Inherited Brokerage Account ⇒ Blackrock Technologies Opportunity Fund - BGSIX [MF] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| IRA ⇒ TIAA CREF Core Impact [EF] | — | held | $100,001 - $250,000 | None | $0 | $0 |
| IRA ⇒ Calvert US Large Cap Value [EF] | — | held | $50,001 - $100,000 | None | $0 | $0 |
| Rollover IRA ⇒ TIAA CREF Core Impact [MF] | SP | held | $50,001 - $100,000 | None | $0 | $0 |
| IRA ⇒ Nuveen ESG Large Cap Value [MF] | — | held | $50,001 - $100,000 | None | $0 | $0 |
| M&T Bank Accounts [BA] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| IRA ⇒ | — | held | $15,001 - $50,000 | None | $8,000 | $0 |
| Inherited Brokerage Account ⇒ Blackrock International Fund [MF] | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| IRA ⇒ CCM Community Impact Fund [EF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| M&T Bank Accounts [BA] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $81,002 | $40,501 |
| Rollover IRA ⇒ Calvert US Large Cap Value [MF] | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $8,000 |
| Inherited Brokerage Account ⇒ | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $8,000 |
| Inherited Brokerage Account ⇒ State Street Consumer Discretionary Select Sector SPDR ETF ( | SP | new | — | $1,001 - $15,000 | $8,000 | $24,002 |
| Rollover IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $8,000 |
| IRA ⇒ JPMorgan Core Plus Bond ETF (JCPB) [EF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $16,001 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).