Congressional stock trades · Member
Elizabeth H. Esty
Former representative · CT-5 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 2 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
98 assets with a value on the report filed 2018-08-13. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Accordia Life & annuity | Other | Spouse | $50,001 - $100,000 |
| Boulder Point associates LTD | Other | Spouse | $15,001 - $50,000 |
| CGP Interest Holdings, LLC | Other | Spouse | $100,001 - $250,000 |
| Constellation Research and Technology | Other | Spouse | None |
| Invesco Equally Weighted S&P 500 FD-CL R | Fund | Member | $1,001 - $15,000 |
| american International Growth and Income Fund | Fund | Joint | $50,001 - $100,000 |
| american New World Class F1 | Fund | Joint | $50,001 - $100,000 |
| Fidelity advisor High Income advanced CL I | Fund | Joint | $50,001 - $100,000 |
| Fidelity Government Cash Reserves, FDRXX | Fund | Joint | $15,001 - $50,000 |
| Fidelity Municipal Money Market Fund | Fund | Joint | $15,001 - $50,000 |
| IShares 1-3 Yr Credit Bond ETF | Fund | Joint | $15,001 - $50,000 |
| IShares TIPS Bond ETF | Fund | Joint | $15,001 - $50,000 |
| IShares TR Intl Sel Div ETF | Fund | Joint | $15,001 - $50,000 |
| IShares Trust IShares Core High | Fund | Joint | $50,001 - $100,000 |
| JP Morgan US Large CAP Core Plus CL a | Fund | Joint | $100,001 - $250,000 |
| SP DR S&P 500 ETF Trust Unit Ser 1 S&P | Fund | Joint | $100,001 - $250,000 |
| Vanguard Bond Index FD Inc Short Term Bond ETF | Fund | Joint | $15,001 - $50,000 |
| Vanguard Index FDS Vanguard Mid CAP Vipers | Fund | Joint | $15,001 - $50,000 |
| Vanguard Index FDS Vanguard Small CAP Vipers | Fund | Joint | $50,001 - $100,000 |
| Vanguard Index FDS Vanguard Total Stock Market (ETF) | Fund | Joint | $50,001 - $100,000 |
| Vanguard Total Intnl Stock Index admiral fka Signal | Fund | Joint | $15,001 - $50,000 |
| Deco Products Co Ltd Partnership | Other | Member | $15,001 - $50,000 |
| Government Obligations Fund | Bond | Member | $15,001 - $50,000 |
| Vanguard Index Fund TOT STKIDX ADM | Fund | Member | $100,001 - $250,000 |
| Deco Products Co Ltd Partnership | Other | Member | $15,001 - $50,000 |
| Government Obligations Fund | Bond | Member | $15,001 - $50,000 |
| Vanguard Index FDS TOT STKIDX ADM | Fund | Member | $100,001 - $250,000 |
| Deco Products Co Ltd Partnership | Other | Member | $50,001 - $100,000 |
| Government Obligations Fund | Bond | Member | $15,001 - $50,000 |
| Vanguard Index Fund TOT STKIDX ADM | Fund | Member | $100,001 - $250,000 |
| alliance Bernstein Global Thematic | Fund | Spouse | $1,001 - $15,000 |
| alliance Bernstein Small Cap Value | Fund | Spouse | $15,001 - $50,000 |
| LVIP american Growth | Fund | Spouse | $1,001 - $15,000 |
| LVIP american International | Fund | Spouse | $1,001 - $15,000 |
| LVIP Del Dv Fl | Fund | Spouse | $1,001 - $15,000 |
| LVIP Global Inc | Fund | Spouse | $15,001 - $50,000 |
| LVIP Mon IT Va | Fund | Spouse | $1,001 - $15,000 |
| LVIP SSGA 500 | Fund | Spouse | $15,001 - $50,000 |
| alliance Bernstein Global Thematic | Fund | Spouse | $15,001 - $50,000 |
| alliance Bernstein Small Cap Value | Fund | Spouse | $15,001 - $50,000 |
| LVIP american Growth | Fund | Spouse | $15,001 - $50,000 |
| LVIP american International | Fund | Spouse | $15,001 - $50,000 |
| LVIP Del DVFL | Fund | Spouse | $1,001 - $15,000 |
| LVIP Global Inc | Fund | Spouse | $50,001 - $100,000 |
| LVIP Mon It Va | Fund | Spouse | $15,001 - $50,000 |
| LVIP SSGA 500 | Fund | Spouse | $15,001 - $50,000 |
| Del Emerging Market | Fund | Member | $1,001 - $15,000 |
| Fidelity Contrafund | Fund | Member | $15,001 - $50,000 |
| LVIP american Global Growth | Fund | Member | $1,001 - $15,000 |
| LVIP american Global Small Cap | Fund | Member | $1,001 - $15,000 |
| LVIP Global Inc | Fund | Member | $15,001 - $50,000 |
| LVIP SSGA 500 | Fund | Member | $15,001 - $50,000 |
| LVIP SSGA Emerging Market | Fund | Member | $1,001 - $15,000 |
| LVIP SSGA Small Cap | Fund | Member | $1,001 - $15,000 |
| LVIP TRP MC Gr | Fund | Member | $1,001 - $15,000 |
| Del Emerging Markets | Fund | Member | $1 - $1,000 |
| Fidelity Contrafund | Fund | Member | $1,001 - $15,000 |
| LVIP american Global Growth | Fund | Member | $1 - $1,000 |
| LVIP american Global Small Cap | Fund | Member | $1,001 - $15,000 |
| LVIP Global Inc | Fund | Member | $1,001 - $15,000 |
| LVIP SSGA 500 | Fund | Member | $1,001 - $15,000 |
| LVIP SSGA Emerging Market | Fund | Member | $1 - $1,000 |
| LVIP SSGA Small Cap | Fund | Member | $1 - $1,000 |
| LVIP TRP MC Gr | Fund | Member | $1,001 - $15,000 |
| Fidelity Government Money Market | Other | Joint | $15,001 - $50,000 |
| Fidelity Tax Exempt Fund Daily Money Class | Fund | Joint | $1,001 - $15,000 |
| Hines Global Reit | Other | Joint | $50,001 - $100,000 |
| SPDR S&P 500 ETF Trust Unit Ser 1 S&P | Fund | Joint | $1,001 - $15,000 |
| Lincoln Moneyguard Reserve Universal Life | Other | Member | $100,001 - $250,000 |
| Lincoln Moneyguard Reserve Universal Life | Other | Spouse | $50,001 - $100,000 |
| Moneyguard Reserve contract ending 88 | Other | Spouse | $50,001 - $100,000 |
| AST academic Strategies asset allocation | Other | Spouse | $100,001 - $250,000 |
| AST Investment Grade Bond | Other | Spouse | None |
| AST Prudential Growth allocation | Other | Spouse | $100,001 - $250,000 |
| Deposit account | Other | Member | $1,001 - $15,000 |
| Schwab S&P 500 Index | Other | Member | $1,001 - $15,000 |
| Deposit accounts | Other | Spouse | $1,001 - $15,000 |
| Schwab S&P 500 Index Fund | Other | Spouse | $15,001 - $50,000 |
| Deposit accounts | Other | Spouse | $15,001 - $50,000 |
| Schwab S&P 500 Index Fund | Other | Spouse | $50,001 - $100,000 |
| Schwab S&P 500 Index Fund | Other | Member | $1,001 - $15,000 |
| Harbor Capitol appreciation Instl | Fund | Member | $100,001 - $250,000 |
| Societe Generale | Other | Joint | $1,001 - $15,000 |
| american Funds EuroPac Gr R6 | Fund | Spouse | $1,001 - $15,000 |
| Fidelity VIP Contrafund Part I | Fund | Spouse | $1,001 - $15,000 |
| TIAA-CREF Instl Internatl | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Instl Index Fund Instl Plus | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Target Ret 2035 | Fund | Spouse | None |
| Wells Fargo adv Prem Lg Co Gwth FD | Fund | Spouse | $1,001 - $15,000 |
| CREF Equity Index R3 | Fund | Spouse | $250,001 - $500,000 |
| CREF Global Equities R3 | Fund | Spouse | $250,001 - $500,000 |
| CREF Growth R3 | Fund | Spouse | $250,001 - $500,000 |
| CREF Stock R3 | Fund | Spouse | $250,001 - $500,000 |
| Wells Fargo Bank accounts | Other | Joint | $250,001 - $500,000 |
| Wells Fargo accounts EHE | Other | Member | $100,001 - $250,000 |
| Vanguard Target Retirement 2025 | Fund | Spouse | $250,001 - $500,000 |
| Vanguard PRIME Cap Fund admiral | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Small Cap Value Index | Fund | Spouse | $250,001 - $500,000 |
How reports are read: holdings methodology.