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 Michael Baumgartner 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.
An amendment to this report was filed Sep 4, 2026; it is linked below and is not part of this sum.
By Kind of Asset
- Mutual funds7 lines$1.4M
- 529 portfolio5 lines$163K
- Defined benefit pension1 line$75K
- Bank accounts, money market accounts & CDs2 lines$16K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| VDEQX Vanguard Diversified Equity Fund Investor Shares (VDEQX) | Mutual funds | — | $250,001 - $500,000 |
| VTSAX Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | Mutual funds | — | $250,001 - $500,000 |
| VDEQX Vanguard Diversified Equity Fund Investor Shares (VDEQX) | Mutual funds | Spouse | $100,001 - $250,000 |
| VTSAX Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | Mutual funds | Spouse | $100,001 - $250,000 |
| VTSAX Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | Mutual funds | — | $100,001 - $250,000 |
| Public Employees' Retirement System Plan 2 | Defined benefit pension | — | $50,001 - $100,000 |
| VDEQX Vanguard Diversified Equity Fund Investor Shares (VDEQX) | Mutual funds | — | $50,001 - $100,000 |
| VTSAX Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | Mutual funds | Spouse | $50,001 - $100,000 |
| College Savings Iowa - DC1 | 529 portfolio | Dependent child | $15,001 - $50,000 |
| College Savings Iowa - DC2 | 529 portfolio | Dependent child | $15,001 - $50,000 |
| College Savings Iowa - DC3 | 529 portfolio | Dependent child | $15,001 - $50,000 |
| College Savings Iowa - DC4 | 529 portfolio | Dependent child | $15,001 - $50,000 |
| College Savings Iowa - DC5 | 529 portfolio | Dependent child | $15,001 - $50,000 |
| Bank of America account | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| NatWest Bank account | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |