Kurt Schrader Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 11, 2012. Includes 31 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$551K

2012 annual disclosure

Total Assets

$622K - $1.6M

31 assets

Total Liabilities

$350K - $750K

2 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

Real Estate$375K (1)

LLC / Partnership$208K (2)

Retirement & Pension$183K (2)

Mutual Funds$164K (6)

Other$83K (2)

Stocks$48K (16)

Bank & Cash$33K (1)

ETFs$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 (31)

Asset	Type	Owner	Value	Income
Center Oregon Oregon, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
Rexall LLC	LLC / Partnership	Joint	$100,001 - $250,000	Capital Gains $1,001 - $2,500
Oregon PRES (Limited) Oregon, US	LLC / Partnership	Self	$15,001 - $50,000	Dividends $201 - $1,000
Three Pine Crest IRA	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred $1,001 - $2,500
Northwest Mortgage	Other	Joint	$50,001 - $100,000	Interest $2,501 - $5,000
Charles Schwab High Yield Investor Checking	Bank & Cash	Spouse	$15,001 - $50,000	None
Invesco Account	Mutual Funds	Spouse	$1,001 - $15,000	None
Invesco Oppenheimer Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
T. Rowe Price IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
Prudential Variable Annuity	Other	Self	$1,001 - $15,000	None
Stock	Stocks	Self	$1,001 - $15,000	None
Stock	Stocks	Self	$1,001 - $15,000	None
Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	None
Pfizer Inc.(PFE)	Stocks	Self	N/A	None
Stryker Medical Inc.(SYK)	Stocks	Self	N/A	None
Bank of New York(BK)	Stocks	Self	N/A	None
General Electric Co.(GE)	Stocks	Self	N/A	None
Verizon Electric Co.(VZ)	Stocks	Self	N/A	None
Cisco Systems Inc.(CSCO)	Stocks	Self	N/A	None
Google Inc.(GOOGL)	Stocks	Self	N/A	None
Microsoft Corp.(MSFT)	Stocks	Self	N/A	None
PepsiCo Inc.(PEP)	Stocks	Self	N/A	None
Johnson & Johnson(JNJ)	Stocks	Self	N/A	None
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends
Walmart Stores Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends
Legg Mason Value Trust	Mutual Funds	Self	$50,001 - $100,000	Dividends
Loomis Sayles Institutional Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends
American Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends
SLM Corporation (13 shares)(SLM)	Stocks	Self	$1,001 - $15,000	Dividends
SPDR Gold Trust(GLD)	ETFs	Self	$1,001 - $15,000	Dividends

Liabilities (2)

Creditor	Type	Amount	Rate	Term
First Place Bank	mortgage	$100,001 - $250,000	—	—
Key Bank	mortgage	$250,001 - $500,000	—	—

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).