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 Nathaniel Moran 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.
By Kind of Asset
- Mutual funds13 lines$276K
- Exchange-traded funds17 lines$185K
- Pensions2 lines$108K
- Bank accounts, money market accounts & CDs5 lines$89K
- Whole/universal life insurance1 line$75K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Northwest Mutual Life Insurance Company | Whole/universal life insurance | — | $50,001 - $100,000 |
| Texas County & District Retirement System | Pensions | — | $50,001 - $100,000 |
| TEAFX American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs (TEAFX) | Mutual funds | Joint | $15,001 - $50,000 |
| Bank of America Accounts | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| Chase Bank | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| CFMCX Column Mid Cap Fund (CFMCX) | Mutual funds | Joint | $15,001 - $50,000 |
| DODFX Dodge & Cox International Stock Fund - Class I (DODFX) | Mutual funds | Joint | $15,001 - $50,000 |
| AEPFX EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | Mutual funds | Joint | $15,001 - $50,000 |
| FZIIX Fidelity Advisor Intermediate Municipal Income Fund: Class I (FZIIX) | Mutual funds | Joint | $15,001 - $50,000 |
| FINSX Fidelity Advisor New Insights Fund: Class I (FINSX) | Mutual funds | Joint | $15,001 - $50,000 |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| MEIIX MFS Value Fund - Class I (MEIIX) | Mutual funds | Joint | $15,001 - $50,000 |
| SPDR S&P 500 ETF - SPY | Exchange-traded funds | — | $15,001 - $50,000 |
| Teacher Retirement System of Texas | Pensions | Spouse | $15,001 - $50,000 |
| Austin Bank | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| CFSLX Column Small Cap Fund (CFSLX) | Mutual funds | Joint | $1,001 - $15,000 |
| Dreyfus Govt Cash Management Cash Holdings | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| FIMKX Fidelity Advisor Emerging Markets Fund: Class I (FIMKX) | Mutual funds | Joint | $1,001 - $15,000 |
| BRCYX Invesco Balanced-Risk Commodity Strategy Fund Class Y (BRCYX) | Mutual funds | Joint | $1,001 - $15,000 |
| RSP Invesco S&P 500 Equal Weight ETF (RSP) | Exchange-traded funds | Joint | $1,001 - $15,000 |
| RSP Invesco S&P 500 Equal Weight ETF (RSP) | Exchange-traded funds | — | $1,001 - $15,000 |
| TLT iShares 20+ Year Treasury Bond ETF (TLT) | Exchange-traded funds | Joint | $1,001 - $15,000 |
| TLT iShares 20+ Year Treasury Bond ETF (TLT) | Exchange-traded funds | — | $1,001 - $15,000 |
| IUSB iShares Core Total USD Bond Market ETF (IUSB) | Exchange-traded funds | — | $1,001 - $15,000 |
| INTF iShares International Equity Factor ETF (INTF) | Exchange-traded funds | — | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 7, 2026 · 38 assets, 2 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- New Filer · 2023House Clerk · filed Aug 12, 2023Filing ↗
- Amendment · 2022House Clerk · filed Feb 15, 2023Filing ↗
- Other · 2021House Clerk · filed Jun 27, 2022Filing ↗
- Other · 2021House Clerk · filed Jan 28, 2022Filing ↗
