Congressional stock trades · Member
Brian Schatz
Senator · HI · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Appropriations; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Foreign Relations; Senate Committee on Indian Affairs; Senate Select Committee on Ethics.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
26 assets with a value on the report filed 2020-08-11. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of Hawaii | Other | Joint | $50,001 - $100,000 |
| TIAA-CREF Equity Index R (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| TIAA-CREF Real Estate Sec Retire (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| TIAA-CREF Social Choice Eq Retire (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| CREF Stock | Fund | Member | $1,001 - $15,000 |
| American Funds Washington Mutual 529A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| American Funds Washington Mutual 529B (NASDAQ) | Fund | Joint | None (or less than $1,001) |
| American Funds Growth Fund of Amer 529A (NASDAQ) | Fund | Joint | None (or less than $1,001) |
| American Funds Interm Bd Fd of Amer 529A (NASDAQ) | Fund | Joint | None (or less than $1,001) |
| American Funds Invmt Co of Amer 529A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| American Funds Invmt Co of Amer 529B (NASDAQ) | Fund | Joint | None (or less than $1,001) |
| T. Rowe Price Retirement 2040 Fund | Fund | Spouse | $1,001 - $15,000 |
| FPS Trust | Other | Spouse | $1,001 - $15,000 |
| MASSX-Mutual of America Instl Small Cap Growth | Fund | Member | $15,001 - $50,000 |
| MAVSX-Mutual of America Instl Small Cap Value | Fund | Member | $15,001 - $50,000 |
| Mutual of America - Calvert VP SRI Balanced Portfolio | Fund | Member | $1,001 - $15,000 |
| Mutual of America - Fidelity Investments VIP Contrafund | Fund | Member | $15,001 - $50,000 |
| Schatz Collaborative LLC | Other | Spouse | $250,001 - $500,000 |
| Employee's Retirement System of the State of Hawaii | Other | Member | Unascertainable |
| JPMorgan Equity Income Fund | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Spectrum Growth Fund | Fund | Spouse | $1,001 - $15,000 |
| American Funds EuroPacific Growth Fund Class A | Fund | Spouse | $1,001 - $15,000 |
| Passive Age-Based Portfolio 11-12 | Fund | Joint | $100,001 - $250,000 |
| Passive Age-Based Portfolio 15 | Fund | Joint | $50,001 - $100,000 |
| iShares Core Moderate Allocation ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Core Conservative Allocation ETF | Fund | Spouse | $15,001 - $50,000 |
How reports are read: holdings methodology.