Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Becca Balint reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Mutual funds77 lines$1.3M
- Exchange-traded funds6 lines$264K
- Bank accounts, money market accounts & CDs2 lines$183K
- 529 portfolio5 lines$150K
- IRA (held in cash)1 line$75K
- Pensions1 line$33K
- Other1 line$33K
- Ownership interest (trade or business)1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Brattleboro Savings & Loan | Bank accounts, money market accounts & CDs | Joint | $100,001 - $250,000 |
| NULG Nuveen ESG Large-Cap Growth ETF (NULG) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| 2026 Enrollment Year/VTY26 | 529 portfolio | Spouse | $50,001 - $100,000 |
| 2028 Enrollment Year/VTY28 | 529 portfolio | Spouse | $50,001 - $100,000 |
| Advisory Retirement Sweep Program | IRA (held in cash) | Spouse | $50,001 - $100,000 |
| BTMFX Boston Trust Midcap Fund (BTMFX) | Mutual funds | Spouse | $50,001 - $100,000 |
| PRBLX Parnassus Core Equity Fund-Investor Shares (PRBLX) | Mutual funds | Spouse | $50,001 - $100,000 |
| MVIAX Praxis Value Index Fund, Class A Shares (MVIAX) | Mutual funds | Spouse | $50,001 - $100,000 |
| PORTX Trillium ESG Global Equity Fund Investor (PORTX) | Mutual funds | Spouse | $50,001 - $100,000 |
| BTMFX Boston Trust Midcap Fund (BTMFX) | Mutual funds | Joint | $15,001 - $50,000 |
| BAFWX Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) | Mutual funds | Spouse | $15,001 - $50,000 |
| BAFWX Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) | Mutual funds | — | $15,001 - $50,000 |
| CFAIX Calvert Conservative Allocation Fund Class I (CFAIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CVMIX Calvert Emerging Markets Equity Fund Class I (CVMIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CUBIX Calvert Flexible Bond Fund Class I (CUBIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CSVIX Calvert Small Cap Fund Class I (CSVIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CFJIX Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CFJIX Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) | Mutual funds | — | $15,001 - $50,000 |
| Fidelity International Capital Appreciation Fund (FIVFX) | Other | Spouse | $15,001 - $50,000 |
| GSIEX Goldman Sachs International Equity ESG Fund - Institutional Shares (GSIEX) | Mutual funds | Spouse | $15,001 - $50,000 |
| GSIEX Goldman Sachs International Equity ESG Fund - Institutional Shares (GSIEX) | Mutual funds | — | $15,001 - $50,000 |
| AFRYX Invesco Floating Rate ESG Fund Class Y (AFRYX) | Mutual funds | Spouse | $15,001 - $50,000 |
| ESGD iShares ESG Aware MSCI EAFE ETF (ESGD) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| PSOAX JPMorgan Small Cap Value A (PSOAX) | Mutual funds | Spouse | $15,001 - $50,000 |
| NCRLX Neuberger Berman Core Bond Institutional Class (NCRLX) | Mutual funds | Spouse | $15,001 - $50,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Apr 30, 2026 · 95 assets, 0 liabilities parsedFiling ↗
- Amendment · 2024House Clerk · filed May 6, 2025Filing ↗
- Annual · 2024House Clerk · filed May 6, 2025Filing ↗
- Annual · 2023House Clerk · filed May 15, 2024Filing ↗
- Amendment · 2023House Clerk · filed May 15, 2024Filing ↗
- New Filer · 2023House Clerk · filed May 15, 2023Filing ↗
- Other · 2021House Clerk · filed Jul 13, 2022Filing ↗
- Other · 2021House Clerk · filed Jun 9, 2022Filing ↗
