Kurt Schrader Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 84 assets.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$5.2M

2010 annual disclosure

Total Assets

$3M - $7.4M

84 assets

Total Liabilities

0 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

Stocks$3.1M (60)

Real Estate$1.3M (5)

Retirement & Pension$458K (3)

Mutual Funds$106K (5)

Bank & Cash$81K (6)

LLC / Partnership$32K (4)

Insurance$8K (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 (84)

Asset	Type	Owner	Value	Income
Key Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Land Rental County	Real Estate	Self	$100,001 - $250,000	Rent $2,501 - $5,000
Chickens Joint Htl Inc	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Oregon PERS (State)	Retirement & Pension	Self	$250,001 - $500,000	None
7 Crow Piece, PA PA, US	Real Estate	Self	$15,001 - $50,000	Capital Gains $1 - $200
SPO Owner PERS (State)	Retirement & Pension	Self	$50,001 - $100,000	None
Charles Schwab Westlake, TX, US	Bank & Cash	Self	$15,001 - $50,000	Dividends $1 - $200
Link Capital LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Texas Rice Investors LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Riverview Nashville LLC Nashville, TN, US	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Brookview Managing Member LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends $201 - $1,000
Spouse Bank Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Regions Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
MS Value A HA	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dominion VA Power(D)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of the James Virginia, US	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SunTrust Bank IRA	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
First State Bank Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raytheon Co(RTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
New York Life Insurance	Insurance	Self	$1,001 - $15,000	None
First Trust S&P 500 Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends
Huntington S&P 500 Index	Mutual Funds	Self	$15,001 - $50,000	Dividends
NextEra Energy Inc.(NEE)	Stocks	Self	$15,001 - $50,000	Dividends
Illinois S&P 500 Index	Mutual Funds	Self	$15,001 - $50,000	Dividends
Midstream Partners LP	Stocks	Self	$15,001 - $50,000	Dividends
Kimberly-Clark Corp.(KMB)	Stocks	Self	$15,001 - $50,000	Dividends
Caterpillar Inc.(CAT)	Stocks	Self	$15,001 - $50,000	Dividends
Old National Bancorp(ONB)	Stocks	Self	$15,001 - $50,000	Dividends
Abbott Laboratories(ABT)	Stocks	Self	$15,001 - $50,000	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	$100,001 - $250,000	Dividends
Procter & Gamble Co.(PG)	Stocks	Self	$100,001 - $250,000	Dividends
Walmart Inc.(WMT)	Stocks	Self	$100,001 - $250,000	Dividends
AT&T Inc.(T)	Stocks	Self	$100,001 - $250,000	Dividends
EOG Resources Inc.(EOG)	Stocks	Self	$100,001 - $250,000	Dividends
Pioneer Natural Resources(PXD)	Stocks	Self	$100,001 - $250,000	Dividends
Westar Energy Inc.	Stocks	Self	$100,001 - $250,000	Dividends
Amgen Inc.(AMGN)	Stocks	Self	$100,001 - $250,000	Dividends
PepsiCo Inc.(PEP)	Stocks	Self	$100,001 - $250,000	Dividends
Visa Inc. Class A(V)	Stocks	Self	$100,001 - $250,000	Dividends
Transamerica Capital Inc.	Stocks	Self	$15,001 - $50,000	None
Calgon Carbon(CCC)	Stocks	Self	$15,001 - $50,000	None
Alcoa Aluminum(AA)	Stocks	Self	$15,001 - $50,000	None
Valero Energy(VLO)	Stocks	Self	$15,001 - $50,000	None
Teva Pharmaceutical Industries Ltd.(TEVA)	Stocks	Self	$15,001 - $50,000	None
New York Times Co.(NYT)	Stocks	Self	$15,001 - $50,000	None
ITT Industries(ITT)	Stocks	Self	$15,001 - $50,000	None
Pfizer Inc.(PFE)	Stocks	Self	$15,001 - $50,000	None
UnitedHealth Group Inc.(UNH)	Stocks	Self	$15,001 - $50,000	None
Anheuser-Busch(BUD)	Stocks	Self	$15,001 - $50,000	None
Union Pacific Corp.(UNP)	Stocks	Self	$15,001 - $50,000	None
Exelon Corp.(EXC)	Stocks	Self	$15,001 - $50,000	None
Cisco Systems Inc.(CSCO)	Stocks	Self	$15,001 - $50,000	None
Bank of America Corp.(BAC)	Stocks	Self	$15,001 - $50,000	None
Entergy Corp.(ETR)	Stocks	Self	$15,001 - $50,000	None
Exxon Mobil Corp.(XOM)	Stocks	Self	$15,001 - $50,000	None
Google Inc.(GOOGL)	Stocks	Self	$15,001 - $50,000	None
Coca-Cola Co.(KO)	Stocks	Self	$15,001 - $50,000	None
Xerox Corp.(XRX)	Stocks	Self	$15,001 - $50,000	None
Owens Corning(OC)	Stocks	Self	$15,001 - $50,000	None
Old Whiskey Rd AFD	Real Estate	Self	$250,001 - $500,000	None
Old Whiskey Rd AFD (additional building and land)	Real Estate	Self	$250,001 - $500,000	None
Hunting Ridge	Real Estate	Self	$250,001 - $500,000	None
Ritzet Inc	Stocks	Self	$250,001 - $500,000	None
Pelzer Inc	Stocks	Self	N/A	None
Make Inc	Stocks	Self	N/A	None
Canoe Intl Corp	Stocks	Self	N/A	None
Fushi Copper Corp	Stocks	Self	N/A	None
Bank of NY/Mellon(BK)	Bank & Cash	Self	N/A	None
Kaiser (2 bank accounts)	Bank & Cash	Self	N/A	None
SunTrust Bank Inc(STI)	Stocks	Self	N/A	None
Regions Bank(RF)	Stocks	Self	N/A	None
Ameriprise(AMP)	Stocks	Self	N/A	None
Atlantic Materials	Stocks	Self	N/A	None
Baxter(BAX)	Stocks	Self	N/A	None
Research In Motion(BB)	Stocks	Self	N/A	None
Potash Corp(POT)	Stocks	Self	N/A	None
Citigroup(C)	Stocks	Self	N/A	None
S&P 500 Deposits	Mutual Funds	Self	N/A	None

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).