Senate · Democrat · HI · in the Senate since 2012 · Latest annual report · www.schatz.senate.gov
From the annual report filed Jul 31, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Residential Property | $1M – $5M | Joint |
| Osceola Mill Bed & Breakfast Inn & Cabin | $500K – $1M | Spouse |
| Residential Property | $250K – $500K | Joint |
| Enrollment Year Portfolio Passive | $250K – $500K | Joint |
| Mutual of America - Fidelity Investments VIP Contrafund | $50K – $100K | Self |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| May 16, 2025 | Enrollment Year Portfolio Passive | Buy | $100K – $250K | Joint | 2025 Annual Report filed Jul 31, 2026 |
| May 16, 2025 | 2024/2025 Enrollment Portfolio Passive | Sale | $100K – $250K | Joint | 2025 Annual Report filed Jul 31, 2026 |
| May 16, 2024 | Osceola Mill Bed & Breakfast Inn & Cabin | Buy | $500K – $1M | Spouse | 2024 Annual Report filed Aug 13, 2025 |
| Feb 1, 2024 | Vanguard Total Stock Market ETF | Sale | $100K – $250K | Spouse | 2024 Annual Report filed Aug 13, 2025 |
| Feb 1, 2024 | iShares Core Conservative Allocation ETF | Sale | $15K – $50K | Spouse | 2024 Annual Report filed Aug 13, 2025 |
From Brian Schatz's filings with the Senate. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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