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 Derek Schmidt 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
- Exchange-traded funds88 lines$2.0M
- Mutual funds24 lines$969K
- Farms1 line$750K
- Real property3 lines$725K
- Bank accounts, money market accounts & CDs18 lines$346K
- Defined benefit pension1 line$175K
- 529 portfolio2 lines$108K
- Whole/universal life insurance2 lines$83K
- Fixed annuity1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| 240 Acres Cherryvale Kansas, 100% Interest | Farms | — | $500,001 - $1,000,000 |
| Veronica Drive, Lawrence KS, 100% Interest | Real property | Joint | $250,001 - $500,000 |
| 5th Street, Independence Kansas | Real property | Joint | $100,001 - $250,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | — | $100,001 - $250,000 |
| Kansas Public Employees Retirement System (KPERS) | Defined benefit pension | — | $100,001 - $250,000 |
| Locust Triplex, Independence Kansas | Real property | Joint | $100,001 - $250,000 |
| WCEAX Macquarie Core Equity Fund A (WCEAX) | Mutual funds | — | $100,001 - $250,000 |
| FGIPX Macquarie Growth and Income Fund Institutional (FGIPX) | Mutual funds | — | $100,001 - $250,000 |
| WSTAX Macquarie Science and Technology Fund A (WSTAX) | Mutual funds | — | $100,001 - $250,000 |
| AGTHX The Growth Fund of America Class A Shares (AGTHX) | Mutual funds | — | $100,001 - $250,000 |
| VTV Vanguard Value ETF (VTV) | Exchange-traded funds | — | $100,001 - $250,000 |
| FENI Fidelity Enhanced International ETF (FENI) | Exchange-traded funds | — | $50,001 - $100,000 |
| FBND Fidelity Total Bond ETF (FBND) | Exchange-traded funds | — | $50,001 - $100,000 |
| Intrust Bank | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | — | $50,001 - $100,000 |
| IVV iShares Core S&P 500 ETF (IVV) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| Learning Quest 20% Equity Portfolio | 529 portfolio | Joint | $50,001 - $100,000 |
| LPL - GreyCoal Cash Account | Bank accounts, money market accounts & CDs | — | $50,001 - $100,000 |
| Thrivent Whole Life Policy | Whole/universal life insurance | — | $50,001 - $100,000 |
| VUG Vanguard Growth ETF (VUG) | Exchange-traded funds | — | $50,001 - $100,000 |
| Amercian Funds Ultra-Short Bond Fixed Income | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| QCSTIX CREF Stock Account - R3 (QCSTIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| Equity Bank | Bank accounts, money market accounts & CDs | Joint | $15,001 - $50,000 |
| FXAIX Fidelity 500 Index Fund (FXAIX) | Mutual funds | — | $15,001 - $50,000 |
| Fidelity Government Cash Reserves | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
