Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Joe Courtney
Following their disclosures vs. same money in SPY: -46.9 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL |  MF MFC
|
$1K–$15K | 2022-04-05 | 2022-04-12 | PDF → |
| SELL |  PB PBCT
|
$15K–$50K | 2022-03-03 | 2022-04-12 | PDF → |
| SELL | Pimco FDS Income Institutional other | $15K–$50K | 2020-10-16 | 2020-11-16 | PDF → |
| BUY |  VO VOO
|
$15K–$50K | 2020-10-16 | 2020-11-16 | PDF → |
| BUY |  VW VWO
|
$1K–$15K | 2020-10-16 | 2020-11-16 | PDF → |
| BUY |  VE VEA
|
$1K–$15K | 2020-10-16 | 2020-11-16 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-16 | 2020-11-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-09 | 2020-11-06 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Courtney still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 IV IVV |
$64K | 26.5% | +134.0% | Nov 2020 | Oct 2020 | |
| VO VOO |
$63K | 26.1% | +130.1% | Nov 2020 | Oct 2020 | |
 C C |
$14K | 5.6% | +238.7% | Jul 2020 | Aug 2020 | |
 VL VLUE |
$11K | 4.7% | +194.1% | Nov 2020 | Oct 2020 | |
 FL FLQL |
$9K | 3.7% | +133.7% | Nov 2020 | Oct 2020 | |
 ES ESGU |
$9K | 3.6% | +122.5% | Nov 2020 | Oct 2020 | |
 IJ IJR |
$8K | 3.1% | +94.4% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $7K | 3.1% | +93.5% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $7K | 3.0% | +86.3% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $6K | 2.6% | +65.3% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $6K | 2.4% | +50.0% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $6K | 2.3% | +42.5% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $5K | 2.3% | +41.6% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $4K | 1.6% | -1.8% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $4K | 1.6% | -2.3% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $4K | 1.6% | -3.2% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $4K | 1.5% | -6.8% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $3K | 1.4% | -11.3% | Nov 2020 | Oct 2020 | |
| 🔒Register for free to view | $3K | 1.3% | -19.2% | Jul 2020 | Dec 2019 | |
| 🔒Register for free to view | $3K | 1.1% | +307.7% | Jul 2020 | Aug 2020 | |
| 🔒Register for free to view | $2K | 1.0% | -37.6% | Nov 2020 | Oct 2020 |
Filings 20 on file · every disclosure Courtney has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-14 123d ago | — | PDF → |
| 2 | Annual | 2025-05-14 488d ago | — | PDF → |
| 3 | Annual | 2024-05-13 854d ago | — | PDF → |
| 4 | Annual | 2023-05-09 1224d ago | — | PDF → |
| 5 | Annual | 2022-05-13 1585d ago | — | PDF → |
| 6 | PTR | 2022-04-12 1616d ago | 2 | PDF → |
| 7 | Annual | 2021-07-30 1872d ago | — | 🔒Register for free to view |
| 8 | PTR | 2020-11-16 2128d ago | 12 | 🔒Register for free to view |
| 9 | PTR | 2020-11-06 2138d ago | 28 | 🔒Register for free to view |
| 10 | PTR | 2020-08-27 2209d ago | 38 | 🔒Register for free to view |
| 11 | Annual | 2020-08-05 2231d ago | — | 🔒Register for free to view |
| 12 | PTR | 2020-07-29 2238d ago | 46 | 🔒Register for free to view |
| 13 | Annual | 2019-05-10 2684d ago | — | 🔒Register for free to view |
| 14 | Annual | 2018-05-15 3044d ago | — | 🔒Register for free to view |
| 15 | Annual | 2017-05-04 3420d ago | — | 🔒Register for free to view |
| 16 | Annual | 2016-05-10 3779d ago | — | 🔒Register for free to view |
| 17 | Annual | 2015-05-12 4143d ago | — | 🔒Register for free to view |
| 18 | Annual | 2014-05-15 4505d ago | — | 🔒Register for free to view |
| 19 | Annual | 2013-05-14 4871d ago | — | 🔒Register for free to view |
| 20 | Annual | 2012-05-15 5235d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.