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 James R. Walkinshaw 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
- Mutual funds5 lines$775K
- Exchange-traded funds1 line$75K
- 529 portfolio1 line$33K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| FXAIX Fidelity 500 Index Fund (FXAIX) | Mutual funds | Spouse | $250,001 - $500,000 |
| VIIIX Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Mutual funds | — | $100,001 - $250,000 |
| FSPSX Fidelity International Index Fund (FSPSX) | Mutual funds | Spouse | $50,001 - $100,000 |
| VXUS Vanguard Total International Stock ETF (VXUS) | Exchange-traded funds | — | $50,001 - $100,000 |
| VTIAX Vanguard Total International Stock Index Fd Admiral (VTIAX) | Mutual funds | Spouse | $50,001 - $100,000 |
| VTIAX Vanguard Total International Stock Index Fd Admiral (VTIAX) | Mutual funds | — | $50,001 - $100,000 |
| Virginia 2039 | 529 portfolio | — | $15,001 - $50,000 |