Follow-The-Filings

Brian Schatz

D-HI Senator for Hawaii Democrat In Congress since 2012

Brian Schatz reported no stock trades since Oct 4, 2023. The 2025 annual report lists 23 assets.

Reported holdings

2025 annual report · filed Jul 31, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$2.2M–$7.7M sum of 23 disclosed ranges
  • Real estate 4
  • Fund 16
  • Cash 1
  • Private business 1
  • Other 1
  1. Residential PropertyReal estateJoint$1M–$5MSame band
  2. Osceola Mill Bed & Breakfast Inn & CabinReal estateSpouse$500K–$1MSame band
  3. Enrollment Year Portfolio PassiveFundJoint$250K–$500K▲ $50K–$100K
  4. Residential PropertyReal estateJoint$250K–$500K▼ $1M–$5M
  5. Investment in Residential PropertyReal estateSpouse$50K–$100KSame band
  6. Mutual of America - Fidelity Investments VIP ContrafundFundSelf$50K–$100KSame band
  7. Bank of HawaiiCashJoint$15K–$50KSame band
  8. Mutual of America - Calvert VP SRI Balanced PortfolioFundSelf$15K–$50KSame band
  9. MASSXMutual of America Instl Small Cap GrowthFundSelf$15K–$50KSame band
  10. MAVSXMutual of America Instl Small Cap ValueFundSelf$15K–$50KSame band
  11. QCEQPX - Equity Index Account - Class R2FundSelf$15K–$50KNew
  12. QCSCPX - CREF Responsible Balanced Account R2FundSelf$15K–$50KNew
  13. QCSTPX - Stock Account - Class R2FundSelf$15K–$50KNew
  14. CGFAXAmerican Funds Growth Fund of Amer 529A (NASDAQ)FundJoint$1K–$15KSame band
  15. CBOAXAmerican Funds Interm Bd Fd of Amer 529A (NASDAQ)FundJoint$1K–$15KSame band
  16. CICAXAmerican Funds Invmt Co of Amer 529A (NASDAQ)FundJoint$1K–$15KSame band
  17. CWMAXAmerican Funds Washington Mutual 529A (NASDAQ)FundJoint$1K–$15KSame band
  18. Enrollment Year Portfolio PassiveFundJoint$1K–$15K▼ $50K–$100K
  19. TRRSXTIAA-CREF Real Estate Sec Retire (NASDAQ)FundSelf$1K–$15KSame band
  20. The Standard Guaranteed Fixed Interest Fund ZFundSpouse$1K–$15KSame band
  21. 2024/2025 Enrollment Portfolio PassiveFundJointUnder $1K▼ $100K–$250K
  22. Schatz Collaborative LLCPrivate businessSpouseUnder $1KSame band
  23. Employee's Retirement System of the State of HawaiiOtherSelfUnascertainableSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

  • QCSTPX - CREF Stock R2 $15K–$50K
  • TIQRX TIAA-CREF Equity Index R (NASDAQ) $15K–$50K
  • TRSCX TIAA-CREF Social Choice Eq Retire (NASDAQ) $15K–$50K

Source filings

Every report we read for this page · newest first

  1. Jul 31, 2026 2025 annual report 23 assets View original
  2. Aug 13, 2025 2024 annual report 31 assets View original
  3. Jul 31, 2024 2023 annual report 28 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.