Kurt Schrader Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 35 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$554K

2009 annual disclosure

Total Assets

$389K - $1.1M

35 assets

Total Liabilities

$100K - $250K

1 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

LLC / Partnership$513K (7)

Bank & Cash$116K (3)

Real Estate$65K (2)

Mutual Funds$36K (3)

Other$0 (1)

Stocks$0 (19)

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 (35)

Asset	Type	Owner	Value	Income
Key Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Key Bank (CD)	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Lindell Rental Co	LLC / Partnership	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Oklahoma Cow/Calf, LLC Oklahoma, US	LLC / Partnership	Self	$100,001 - $250,000	Other $15,001 - $50,000
7.2 Acres in Grady Co Grady County, Oklahoma, US	Real Estate	Self	$15,001 - $50,000	None
6.2 Acres Oklahoma, US	Real Estate	Self	$15,001 - $50,000	None
Blackstone Fund G, L.P.	LLC / Partnership	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Talen Real Estate Fund	LLC / Partnership	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
Blackstone Wealth Fund I	LLC / Partnership	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Blackstone Wealth Fund II	LLC / Partnership	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Open River, LLC	LLC / Partnership	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
FedEx Corp Bond(FDX)	Other	Self	N/A	None
Fifth Third Bancorp(FITB)	Stocks	Self	N/A	None
Red Hat, Inc.(RHT)	Stocks	Self	N/A	None
Rowan Companies, Inc.(RDC)	Stocks	Self	N/A	None
Express Scripts Co.(ESRX)	Stocks	Self	N/A	None
Eaton Vance Corp.(EV)	Stocks	Self	N/A	None
Eaton Vance Risk-Managed Diversified Equity Income Fund	Mutual Funds	Self	N/A	None
Insperity, Inc.(NSP)	Stocks	Self	N/A	None
Praxair, Inc.(PX)	Stocks	Self	N/A	None
Medtronic(MDT)	Stocks	Self	N/A	None
Thermo Fisher Scientific Inc.(TMO)	Stocks	Self	N/A	None
McKesson Corp.(MCK)	Stocks	Self	N/A	None
New York Times Co.(NYT)	Stocks	Self	N/A	None
Intel Corp.(INTC)	Stocks	Self	N/A	None
Lukoil Technologies(LUKOY)	Stocks	Self	N/A	None
Texas Instruments(TXN)	Stocks	Self	N/A	None
Valero Energy(VLO)	Stocks	Self	N/A	None
Vornado Realty Trust(VNO)	Stocks	Self	N/A	None
Lockheed Martin(LMT)	Stocks	Self	N/A	None
Home Depot(HD)	Stocks	Self	N/A	None
Johnson & Johnson(JNJ)	Stocks	Self	N/A	None
Schwab Money Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Schwab One Account	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Oppenheimer Portfolio Series: Active Allocation Fund Class A	Mutual Funds	Self	$3,286 - $3,286	Long-term capital gains $168 - $168

Liabilities (1)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, Delaware	mortgage	$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).