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Recent Trades
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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 Brian Schatz 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 Brian Schatz’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.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Real Estate4 lines$4.2M
- Mutual Funds16 lines$702K
- Bank Deposit1 line$33K
- Business Entity1 line$500
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Residential Property | Real Estate | Joint | $1,000,001 - $5,000,000 |
| Osceola Mill Bed & Breakfast Inn & Cabin | Real Estate | Spouse | $500,001 - $1,000,000 |
| Enrollment Year Portfolio Passive | Mutual Funds | Joint | $250,001 - $500,000 |
| Residential Property | Real Estate | Joint | $250,001 - $500,000 |
| Investment in Residential Property | Real Estate | Spouse | $50,001 - $100,000 |
| Mutual of America - Fidelity Investments VIP Contrafund | Mutual Funds | Self | $50,001 - $100,000 |
| Bank of Hawaii | Bank Deposit | Joint | $15,001 - $50,000 |
| MASSX -Mutual of America Instl Small Cap Growth | Mutual Funds | Self | $15,001 - $50,000 |
| MAVSX - Mutual of America Instl Small Cap Value | Mutual Funds | Self | $15,001 - $50,000 |
| Mutual of America - Calvert VP SRI Balanced Portfolio | Mutual Funds | Self | $15,001 - $50,000 |
| QCEQPX QCEQPX - Equity Index Account - Class R2 | Mutual Funds | Self | $15,001 - $50,000 |
| QCSCPX QCSCPX - CREF Responsible Balanced Account R2 | Mutual Funds | Self | $15,001 - $50,000 |
| QCSTPX QCSTPX - Stock Account - Class R2 | Mutual Funds | Self | $15,001 - $50,000 |
| CBOAX CBOAX - American Funds Interm Bd Fd of Amer 529A (NASDAQ) | Mutual Funds | Joint | $1,001 - $15,000 |
| CGFAX CGFAX - American Funds Growth Fund of Amer 529A (NASDAQ) | Mutual Funds | Joint | $1,001 - $15,000 |
| CICAX CICAX - American Funds Invmt Co of Amer 529A (NASDAQ) | Mutual Funds | Joint | $1,001 - $15,000 |
| CWMAX CWMAX - American Funds Washington Mutual 529A (NASDAQ) | Mutual Funds | Joint | $1,001 - $15,000 |
| Enrollment Year Portfolio Passive | Mutual Funds | Joint | $1,001 - $15,000 |
| The Standard Guaranteed Fixed Interest Fund Z | Mutual Funds | Spouse | $1,001 - $15,000 |
| TRRSX TRRSX - TIAA-CREF Real Estate Sec Retire (NASDAQ) | Mutual Funds | Self | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025Senate eFD · filed Jul 31, 2026 · 31 assets, 5 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed Aug 13, 2025Filing ↗
- Annual · 2024Senate eFD · filed Aug 13, 2025Filing ↗
- Annual · 2023Senate eFD · filed Jul 31, 2024Filing ↗
- Annual · 2023Senate eFD · filed Jul 31, 2024Filing ↗
- Annual · 2023Senate eFD · filed Jul 31, 2024Filing ↗
- Annual · 2022Senate eFD · filed Aug 11, 2023Filing ↗
- Annual · 2021Senate eFD · filed May 16, 2022Filing ↗
- Annual · 2021Senate eFD · filed Jan 20, 2022Filing ↗
- Annual · 2020Senate eFD · filed Aug 14, 2021Filing ↗
- Annual · 2019Senate eFD · filed Aug 11, 2020Filing ↗
- Annual · 2018Senate eFD · filed Jul 22, 2019Filing ↗
- Annual · 2017Senate eFD · filed Aug 13, 2018Filing ↗
- Annual · 2016Senate eFD · filed Aug 11, 2017Filing ↗
- Annual · 2015Senate eFD · filed Aug 11, 2016Filing ↗
- Annual · 2014Senate eFD · filed Aug 14, 2015Filing ↗
- Annual · 2014Senate eFD · filed Aug 13, 2015Filing ↗
- Annual · 2013Senate eFD · filed Jun 13, 2014Filing ↗
- Annual · 2012Senate eFD · filed Feb 21, 2013Filing ↗