Brian E Schatz
Brian E Schatz disclosed a net worth range between -$138K and $6.5M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-07-31 | -$138K – $6.5M |
| 2024 | 2025-08-13 | -$388K – $6.3M |
| 2023 | 2024-07-31 | $345K – $6.4M |
| 2022 | 2024-07-31 | -$819K – $1M |
| 2021 | 2024-07-31 | -$821K – $1.1M |
| 2020 | 2022-01-20 | -$2.5M – -$100K |
Disclosed assets
The assets Brian E Schatz itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Residential Property | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$1M - $5M |
| Osceola Mill Bed & Breakfast Inn & Cabin | Real Estate - Residential |
$50K - $100K
Rent/Royalties
|
$500K - $1M |
| Enrollment Year Portfolio Passive | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| Residential Property | Real Estate - Residential |
$5K - $15K
Rent/Royalties
|
$250K - $500K |
| Investment in Residential Property | Real Estate - Residential |
$50K - $100K
Rent/Royalties
|
$50K - $100K |
| Mutual of America - Fidelity Investments VIP Contrafund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| Bank of Hawaii | Bank Deposit | — | $15K - $50K |
| MASSX -Mutual of America Instl Small Cap Growth | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| MAVSX - Mutual of America Instl Small Cap Value | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| Mutual of America - Calvert VP SRI Balanced Portfolio | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| QCEQPX - Equity Index Account - Class R2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| QCSCPX - CREF Responsible Balanced Account R2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| QCSTPX - Stock Account - Class R2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| CBOAX - American Funds Interm Bd Fd of Amer 529A (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| CGFAX - American Funds Growth Fund of Amer 529A (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| CICAX - American Funds Invmt Co of Amer 529A (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| CWMAX - American Funds Washington Mutual 529A (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| Enrollment Year Portfolio Passive | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| TRRSX - TIAA-CREF Real Estate Sec Retire (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| The Standard Guaranteed Fixed Interest Fund Z | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage (Rocket Mortgage) | $500K - $1M |
| Other (Business Loan) (LINK Bank) | $250K - $500K |
| Other (Business Loan) (Virginia Small Business Finance Authority) | $250K - $500K |
| Mortgage (Rocket Mortgage) | $100K - $250K |
| Home Equity Line of Credit (First Hawaiian Bank) | $50K - $100K |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.