Brian E Schatz — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Bank of Hawaii | $15,001 - $50,000 · None · None (or less than $201) |
| TIAA-CREF Research Corp of UH Retirement | -- |
| QCEQPX - Equity Index Account - Class R2 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TRRSX - TIAA-CREF Real Estate Sec Retire (NASDAQ) | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| QCSCPX - CREF Responsible Balanced Account R2 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| QCSTPX - Stock Account - Class R2 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| American Funds 529 | -- |
| CWMAX - American Funds Washington Mutual 529A (NASDAQ) | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CGFAX - American Funds Growth Fund of Amer 529A (NASDAQ) | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CBOAX - American Funds Interm Bd Fd of Amer 529A (NASDAQ) | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CICAX - American Funds Invmt Co of Amer 529A (NASDAQ) | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Helping Hands Hawaii 403(b) Thrift | -- |
| MASSX -Mutual of America Instl Small Cap Growth | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| MAVSX - Mutual of America Instl Small Cap Value | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Mutual of America - Calvert VP SRI Balanced Portfolio | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Mutual of America - Fidelity Investments VIP Contrafund | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| Schatz Collaborative LLC | None (or less than $1,001) · None · None (or less than $201) |
| Employee's Retirement System of the State of Hawaii | Unascertainable · None · None (or less than $201) |
| ScholarShare529 | -- |
| 2024/2025 Enrollment Portfolio Passive | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| Enrollment Year Portfolio Passive | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| ScholarShare529 | -- |
| Enrollment Year Portfolio Passive | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Residential Property | $250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000 |
| Residential Property | $1,000,001 - $5,000,000 · Rent/Royalties · $15,001 - $50,000 |
| Pier Wailuku, LLC | -- |
| Investment in Residential Property | $50,001 - $100,000 · Rent/Royalties · $50,001 - $100,000 |
| Inspira - Traditional IRA | -- |
| The Standard Guaranteed Fixed Interest Fund Z | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| At Ease Corporation | -- |
| Osceola Mill Bed & Breakfast Inn & Cabin | $500,001 - $1,000,000 · Rent/Royalties · $50,001 - $100,000 |
The complete record
| party | Democrat |
| state | HI |
| office | Schatz, Brian (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-4fde18b9-6e75-4517-87f2-a623802662d2 |
| report url | https://efdsearch.senate.gov/search/view/annual/4fde18b9-6e75-4517-87f2-a623802662d2/ |
| scraped at | 2026-08-31T10:30:06.574Z |
| asset count | 31 |
| bioguide id | S001194 |
| filing date | 2026-07-31 |
| filing year | 2025 |
| member last | Schatz |
| member name | Brian E Schatz |
| report type | Annual |
| member first | Brian E |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 5 |
assets (31)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Joint | — | Honolulu, HI | Bank of Hawaii | Bank Deposit | 1 | Type: Checking, Savings | None | $15,001 - $50,000 | None (or less than $201) | — |
| Self | — | — | TIAA-CREF Research Corp of UH Retirement | Retirement Plans | 2 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | QCEQPX - Equity Index Account - Class R2 | Mutual Funds | 2.1 | Filer comment: Ticker symbol change; previously reported as TIAA-CREF Equity Index R2 (TIQRX) | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | TRRSX - TIAA-CREF Real Estate Sec Retire (NASDAQ) | Mutual Funds | 2.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | QCSCPX - CREF Responsible Balanced Account R2 | Mutual Funds | 2.3 | Filer comment: Ticker symbol change; previously reported as TIAA-CREF Social Choice Eq Retire (TRSCX) | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | QCSTPX - Stock Account - Class R2 | Mutual Funds | 2.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | American Funds 529 | Education Savings Plans | 3 | Institution: American Funds | — | -- | — | 529 College Savings Plan |
| Joint | — | — | CWMAX - American Funds Washington Mutual 529A (NASDAQ) | Mutual Funds | 3.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | CGFAX - American Funds Growth Fund of Amer 529A (NASDAQ) | Mutual Funds | 3.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | CBOAX - American Funds Interm Bd Fd of Amer 529A (NASDAQ) | Mutual Funds | 3.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | CICAX - American Funds Invmt Co of Amer 529A (NASDAQ) | Mutual Funds | 3.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Helping Hands Hawaii 403(b) Thrift | Retirement Plans | 4 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | MASSX -Mutual of America Instl Small Cap Growth | Mutual Funds | 4.1 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | MAVSX - Mutual of America Instl Small Cap Value | Mutual Funds | 4.2 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Mutual of America - Calvert VP SRI Balanced Portfolio | Mutual Funds | 4.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Mutual of America - Fidelity Investments VIP Contrafund | Mutual Funds | 4.4 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Schatz Collaborative LLC | Business Entity | 5 | Company: Schatz Collaborative LLC (Honolulu, HI) Description: Community based real estate development consulting services | None | None (or less than $1,001) | None (or less than $201) | Limited Liability Company (LLC) |
| Self | — | — | Employee's Retirement System of the State of Hawaii | Retirement Plans | 6 | — | None | Unascertainable | None (or less than $201) | Defined Benefit Pension Plan |
| Joint | — | — | ScholarShare529 | Education Savings Plans | 7 | Institution: TIAA | — | -- | — | 529 College Savings Plan |
| Joint | — | — | 2024/2025 Enrollment Portfolio Passive | Mutual Funds | 7.1 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Joint | — | — | Enrollment Year Portfolio Passive | Mutual Funds | 7.2 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | ScholarShare529 | Education Savings Plans | 8 | Institution: TIAA | — | -- | — | 529 College Savings Plan |
| Joint | — | — | Enrollment Year Portfolio Passive | Mutual Funds | 8.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | Residential Property | Real Estate | 9 | Residential Real Estate (Washington, DC) | Rent/Royalties | $250,001 - $500,000 | $5,001 - $15,000 | Residential |
| Joint | — | — | Residential Property | Real Estate | 10 | Residential Real Estate (Honolulu, HI) | Rent/Royalties | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Residential |
| Spouse | — | — | Pier Wailuku, LLC | Business Entity | 11 | Company: Pier Wailuku, LLC (Los Alamitos, CA) Description: Holding Company | — | -- | — | Limited Liability Company (LLC) |
| Spouse | — | — | Investment in Residential Property | Real Estate | 11.1 | Residential Property (Wailuku, HI) | Rent/Royalties | $50,001 - $100,000 | $50,001 - $100,000 | Residential |
| Spouse | — | — | Inspira - Traditional IRA | Retirement Plans | 12 | — | — | -- | — | IRA |
| Spouse | — | — | The Standard Guaranteed Fixed Interest Fund Z | Mutual Funds | 12.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | At Ease Corporation | Business Entity | 13 | Company: At Ease Corporation (Falls Chuch, VA) Description: S-Corp | — | -- | — | Limited Liability Company (LLC) |
| Spouse | — | — | Osceola Mill Bed & Breakfast Inn & Cabin | Real Estate | 13.1 | Bed & Breakfast (Vesuvius, VA) Filer comment: Overall loss in 2025 | Rent/Royalties | $500,001 - $1,000,000 | $50,001 - $100,000 | Residential |
liabilities (5)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Rocket Mortgage | 2020 | Detroit, MI | 2.5% (30) | 1 | $500,001 - $1,000,000 | Mortgage |
| Joint | n/a | Rocket Mortgage | 2020 | Detroit, MI | 2.99% (30) | 2 | $100,001 - $250,000 | Mortgage |
| Spouse | Co-Signor | Virginia Small Business Finance Authority | 2024 | Richmond, VA | 5.50% (10 years) | 3 | $250,001 - $500,000 | Other (Business Loan) |
| Spouse | Co-Signor | LINK Bank | 2024 | Reston, VA | 8.35% (5 years) | 4 | $250,001 - $500,000 | Other (Business Loan) |
| Joint | Highest amount owed in prior years was under the reporting threshold. | First Hawaiian Bank | 2017 | Honolulu, HI | 9.125% (on demand) | 5 | $50,001 - $100,000 | Home Equity Line of Credit |