Kurt Schrader Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 100 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$3.4M

2013 annual disclosure

Total Assets

$1.7M - $7.3M

100 assets

Total Liabilities

$700K - $1.5M

4 liabilities

Total Trades

1,945

From PTR filings

Trade Volume

$21.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$554K
2010	$5.2M
2011	$1.6M
2012	$551K
2013	$3.4M

Assets by Category

Retirement & Pension$3.1M (4)

Real Estate$750K (2)

Stocks$440K (84)

Bank & Cash$183K (4)

Mutual Funds$41K (3)

Other$8K (2)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Verizon Communications Inc.VZ

$378K

ConocoPhillipsCOP

$319K

Owens & Minor, Inc.OMI

$288K

Exxon Mobil CorporationXOM

$274K

Microsoft CorporationMSFT

$258K

Amazon.com, Inc.AMZN

$228K

Union Pacific CorporationUNP

$226K

General Motors CompanyGM

$220K

All Assets (100)

Asset	Type	Owner	Value	Income
Canby, Oregon residence Canby, OR, US	Real Estate	Self	$500,001 - $1,000,000	None
Key Bank Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Oregon PERS (Retirement)	Retirement & Pension	Self	$1,000,001 - $5,000,000	Capital Gains $15,001 - $50,000
Thompson Private IRA	Retirement & Pension	Self	$50,001 - $100,000	Capital Gains $2,501 - $5,000
Northwest Investment PEERS Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Self-Directed Fidelity IRA	Retirement & Pension	Self	$1,001 - $15,000	None
Self-Directed E*Trade IRA	Retirement & Pension	Self	$1,001 - $15,000	None
T. Rowe Price Investment	Mutual Funds	Spouse	$1,001 - $15,000	None
Prudential Variable Annuity	Other	Self	$1,001 - $15,000	None
Apple Inc. Stock(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Shell plc(SHEL)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Congressional Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	None
Brown & Brown Inc.(BRO)	Stocks	Self	N/A	Dividends
Plains All American Pipeline, L.P.(PAA)	Stocks	Self	N/A	Dividends
SEI Select Income Fund	Mutual Funds	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Invesco Mortgage Capital Inc.(IVR)	Stocks	Self	N/A	Dividends
Trustmark Corporation(TRMK)	Stocks	Self	N/A	Dividends
Zions Bancorporation N.A.(ZION)	Stocks	Self	N/A	Dividends
Regions Financial Corporation(RF)	Stocks	Self	N/A	Dividends
The Home Depot, Inc.(HD)	Stocks	Self	N/A	Dividends
Chevron Corporation(CVX)	Stocks	Self	N/A	Dividends
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
AT&T Inc.(T)	Stocks	Self	N/A	Dividends
The Southern Company(SO)	Stocks	Self	N/A	Dividends
Duke Energy Corporation(DUK)	Stocks	Self	N/A	Dividends
Lockheed Martin Corporation(LMT)	Stocks	Self	N/A	Dividends
FedEx Corporation(FDX)	Stocks	Self	N/A	Dividends
Federal Investment (illegible specific fund)	Other	Self	N/A	None
Old Mortgage Building	Real Estate	Self	N/A	Rent
Alaska Air Group Inc.(ALK)	Stocks	Self	N/A	Dividends
Starbucks Corporation(SBUX)	Stocks	Self	N/A	Dividends
Texas Power & Light Company	Stocks	Self	N/A	Dividends
ON Semiconductor Corporation(ON)	Stocks	Self	N/A	Dividends
Old National Bancorp(ONB)	Stocks	Self	N/A	Dividends
ONE Gas, Inc.(OGS)	Stocks	Self	N/A	Dividends
Umpqua Holdings Corporation(UMPQ)	Stocks	Self	N/A	Dividends
U.S. Treasury Bills United States	Gov. Securities	Self	N/A	Interest
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
Wells Fargo & Company(WFC)	Stocks	Self	N/A	Dividends
U.S. Bank Deposit United States	Bank & Cash	Self	N/A	Interest
U.S. Dollar Deposit United States	Bank & Cash	Self	N/A	Interest
Comcast Corporation Class A(CMCSA)	Stocks	Self	N/A	Dividends
Amazon.com, Inc.(AMZN)	Stocks	Self	N/A	None
Apple Inc.(AAPL)	Stocks	Self	N/A	Dividends
Mastercard Incorporated Class A(MA)	Stocks	Self	N/A	Dividends
Target Corporation(TGT)	Stocks	Self	N/A	Dividends
Xerox Holdings Corporation(XRX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Express Company(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co.(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Unilever N.V.(UL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corporation(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Phillips 66(PSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marathon Oil Corporation(MRO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Noble Corporation plc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schlumberger Limited(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tetra Tech, Inc.(TTEK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Targa Resources Corp.(TRGP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Valero Energy Corporation(VLO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Bank(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DTE Energy(DTE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Entergy Corp(ETR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
GDF Suez	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Iberdrola	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kinder Morgan(KMI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin(LMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lowe's Cos Inc(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Norfolk Southern(NSC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pinnacle Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Realty Income(O)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Southern Co(SO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Visa Inc Cl A(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walgreens Boots Alliance(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Waste Technology Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EA Companies(EA)	Stocks	Self	$1,001 - $15,000	Dividends
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends
Bank One	Stocks	Self	$1,001 - $15,000	Dividends
BB&T Inc.(BBT)	Stocks	Self	$1,001 - $15,000	Dividends
BlackRock Inc.(BLK)	Stocks	Self	$1,001 - $15,000	Dividends
Boeing Co.(BA)	Stocks	Self	$1,001 - $15,000	Dividends
Conseco Inc.(CNO)	Stocks	Self	$1,001 - $15,000	Dividends
ConocoPhillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends
Ford Motor Co.(F)	Stocks	Self	$1,001 - $15,000	Dividends
Google Inc. Cl A(GOOGL)	Stocks	Self	$1,001 - $15,000	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends
Motorola Inc.(MSI)	Stocks	Self	$1,001 - $15,000	Dividends
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends
SBC Comm	Stocks	Self	$1,001 - $15,000	Dividends
Verizon Comm(VZ)	Stocks	Self	$1,001 - $15,000	Dividends

Liabilities (4)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—
Merrill Lynch Credit Corp.	mortgage	$250,001 - $500,000	—	—
Key Bank	mortgage	$250,001 - $500,000	—	—
First Florida Bank (Capital Bank)	line of credit	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$1.4M

Financial Services$3M

Communication Services$1.2M

Wholesale Trade$8K

Healthcare$1.6M

Technology$2.5M

Consumer Cyclical$956K

Consumer Defensive$683K

Basic Materials$555K

Services$176K

Energy$1.4M

Utilities$483K

Real Estate$385K

Manufacturing$161K

Banking$89K

Insurance$201K

Retail Trade$269K

Transportation & Utilities$73K

Construction$16K

Kurt Schrader trades Wealthiest members Most active traders OR delegation Articles

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).