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
Why there is no headline figure. At the midpoints of the brackets the listed debts match or exceed the listed assets, so the arithmetic that would give a figure gives nothing above zero. That is usually the form, not the person: a member must list the mortgage on their home and need not list the home. Both sums are below.
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 Adelita S. Grijalva 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
- Other2 lines$65K
- Bank accounts, money market accounts & CDs1 line$8K
- Fixed annuity1 line$8K
- Mutual funds1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| EQ/Common Stock Index | Other | — | $15,001 - $50,000 |
| Equivest Multimanager Aggressive Equity Portfolio | Other | — | $15,001 - $50,000 |
| SOPAX ClearBridge Dividend Strategy Fund Class A (SOPAX) | Mutual funds | — | $1,001 - $15,000 |
| Equivest Guaranteed Interest Account | Fixed annuity | — | $1,001 - $15,000 |
| Vantage West Credit Union Checking and Savings Account | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |