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Brian Schatz

Brian Schatz: Net Worth & Disclosed Assets

Democrat · Hawaii · Senator
Trade figures: historical_trades_dedup, trades dated 2021-10-12 → 2026-10-12. Congress discloses bands, never exact amounts.

Net worth · from the 2026 annual disclosure, filed

Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.

Net worth range (2026)
−$136K – $6.5M
+$3.8M midpoint change vs 2018
Assets
$2.2M – $7.7M
31 line items
Liabilities
$1.2M – $2.4M
5 line items

By year

YearChamberAssetsLiabilitiesNet worth rangeItemsFiling
2026 senate $2.2M – $7.7M $1.2M – $2.4M −$136K – $6.5M 31 / 5 PDF
2025 senate $2.1M – $7.6M $1.3M – $2.5M −$379K – $6.4M 42 / 4 PDF
2024 senate $1.8M – $7.2M $750K – $1.5M $346K – $6.5M 36 / 2 PDF
2023 senate $631K – $1.7M $750K – $1.5M −$869K – $915K 31 / 2 PDF
2022 senate $501K – $1.4M $1.5M – $3.0M −$2.5M – −$100K 30 / 5 PDF
2021 senate $602K – $1.6M $750K – $1.5M −$898K – $830K 30 / 2 PDF
2020 senate $541K – $1.4M $765K – $1.6M −$1.0M – $675K 35 / 3 PDF
2019 senate $361K – $990K $800K – $1.6M −$1.2M – $190K 28 / 3 PDF
2018 senate $326K – $940K $800K – $1.6M −$1.3M – $140K 28 / 3 PDF

Where the money is (2026)

Real estate 4
$1.8M – $6.6M
Mutual funds 16
$398K – $1.0M
Cash & bank 4
$15K – $50K
Private funds 3
$1K – $15K
Retirement 4
$0

Largest disclosed assets (2026)

HoldingClassOwnerDisclosed value
Residential PropertyDescription: Residential Real Estate (Honolulu, HI)
Rent/Royalties
Real estate joint $1.0M – $5.0M
Osceola Mill Bed & Breakfast Inn & CabinDescription: Bed & Breakfast (Vesuvius, VA) Filer
Rent/Royalties
Real estate spouse $500K – $1.0M
Enrollment Year Portfolio Passive
Excepted Investment Fund
Mutual funds joint $250K – $500K
Residential PropertyDescription: Residential Real Estate (Washington, DC)
Rent/Royalties
Real estate joint $250K – $500K
Investment in Residential PropertyDescription: Residential Property (Wailuku, HI)
Rent/Royalties
Real estate spouse $50K – $100K
Mutual of America - Fidelity Investments VIP Contrafund
Excepted Investment Fund
Mutual funds self $50K – $100K
TIQRX QCEQPX - Equity Index Account - Class R2Filer comment: Ticker symbol change; previously re
Excepted Investment Fund
Mutual funds self $15K – $50K
QCSTPX - Stock Account - Class R2
Excepted Investment Fund
Mutual funds self $15K – $50K
Mutual of America - Calvert VP SRI Balanced Portfolio
Excepted Investment Fund
Mutual funds self $15K – $50K
TRSCX QCSCPX - CREF Responsible Balanced Account R2Filer comment: Ticker symbol change; previous
Excepted Investment Fund
Mutual funds self $15K – $50K
Bank of Hawaii(Honolulu, HI)Type: Checking, Savings
None
Cash & bank joint $15K – $50K
MASSX -Mutual of America Instl Small Cap Growth
Excepted Investment Fund
Mutual funds self $15K – $50K
MAVSX - Mutual of America Instl Small Cap Value
Excepted Investment Fund
Mutual funds self $15K – $50K
Schatz Collaborative LLCCompany: Schatz Collaborative LLC (Honolulu, HI) Description: Comm
None
Private funds spouse $1K – $15K
NASDAQ CICAX - American Funds Invmt Co of Amer 529A (NASDAQ)
Excepted Investment Fund
Mutual funds joint $1K – $15K

Liabilities (2026)

CreditorTypeOwnerAmount
Rocket Mortgage Detroit, MIMortgageself$500K – $1.0M
Virginia Small Business Finance Authority Richmond, VAOther (Business Loan)self$250K – $500K
LINK Bank Reston, VAOther (Business Loan)self$250K – $500K
Rocket Mortgage Detroit, MIMortgageself$100K – $250K
First Hawaiian Bank Honolulu, HIHome Equity Line of Creditself$50K – $100K

Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.

Data from STOCK Act disclosures, FEC filings, Senate LDA reports, Personal Financial Disclosures and Congress.gov · all publicly filed federal records. Multi-vector analysis is GovGreed-original derivation. Not financial advice. Not affiliated with the U.S. Government. [live render · net-worth]