Brian Schatz Net Worth & Financial Disclosure

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Annual financial disclosure for 2023, filed July 31, 2024. Includes 36 assets and 2 liabilities.

Year:

2025 2024 2023 2022 2021

Est. Net Worth

$4.5M

2023 annual disclosure

Total Assets

$1.8M - $7.2M

36 assets

Total Liabilities

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2021	$1.3M
2022	$1.2M
2023	$4.5M
2024	$4.8M
2025	$4.9M

Assets by Category

Other$3.4M (12)

Bank & Cash$33K (1)

All Assets (36)

Asset	Type	Owner	Value	Income
Bank of Hawaii Honolulu, HI	Bank & Cash	Joint	$15,001 - $50,000	None
TIAA-CREF Research Corp of UH Retirement	Other	Self	N/A	None
American Funds 529	Other	Joint	N/A	None
Helping Hands Hawaii 403(b) Thrift	Other	Self	N/A	None
Schatz Collaborative LLC Schatz Collaborative LLC (Honolulu, HI)	Other	Spouse	$15,001 - $50,000	None
Employee's Retirement System of the State of Hawaii	Other	Self	N/A	None
Brookfield 401(k)	Other	Spouse	N/A	None
ScholarShare529	Other	Joint	N/A	None
ScholarShare529	Other	Joint	N/A	None
Simplified Employment Pension Plan	Other	Spouse	N/A	None
Residential Property	Other	Joint	$250,001 - $500,000	Rent/Royalties $201 - $1,000
Residential Property	Other	Joint	$1,000,001 - $5,000,000	Rent/Royalties $5,001 - $15,000
Pier Wailuku, LLC Pier Wailuku, LLC (Los Alamitos, CA)	Other	Spouse	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
1	other	N/A	—	—
2	other	N/A	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).