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 Timothy M. Kennedy 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.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Timothy M. Kennedy’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Mutual funds1 line$375K
- Bank accounts, money market accounts & CDs3 lines$24K
- 529 portfolio3 lines$24K
- Whole/universal life insurance1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| FSNZX Fidelity Freedom 2045 Fund: Class K (FSNZX) | Mutual funds | — | $250,001 - $500,000 |
| Growth Static A | 529 portfolio | — | $1,001 - $15,000 |
| Growth Static A | 529 portfolio | — | $1,001 - $15,000 |
| Growth Static A | 529 portfolio | — | $1,001 - $15,000 |
| NBT Checking | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Northwest Bank | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Sisters Federal Credit Union | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Thrivent | Whole/universal life insurance | — | $1,001 - $15,000 |