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 Lateefah Simon 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
- Exchange-traded funds7 lines$56K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) | Exchange-traded funds | — | $1,001 - $15,000 |
| ESGD iShares ESG Aware MSCI EAFE ETF (ESGD) | Exchange-traded funds | — | $1,001 - $15,000 |
| DSI iShares ESG MSCI KLD 400 ETF (DSI) | Exchange-traded funds | — | $1,001 - $15,000 |
| XJH iShares ESG Select Screened S&P Mid-Cap ETF (XJH) | Exchange-traded funds | — | $1,001 - $15,000 |
| NULG Nuveen ESG Large-Cap Growth ETF (NULG) | Exchange-traded funds | — | $1,001 - $15,000 |
| SPTL SPDR Portfolio Long Term Treasury ETF (SPTL) | Exchange-traded funds | — | $1,001 - $15,000 |
| VGIT Vanguard Intermediate-Term Treasury ETF (VGIT) | Exchange-traded funds | — | $1,001 - $15,000 |