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 2011

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

1,942

From PTR filings

Trade Volume

$21.6M

Midpoint of disclosed ranges

Net Worth Over Time

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)

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

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

Trading Sector Allocation (from PTR trades)

Industrials$1.6M

Consumer Defensive$1.1M

Healthcare$1.7M

Financial Services$3.6M

Communication Services$1.8M

Technology$2.4M

Energy$1.4M

Consumer Cyclical$1.2M

Basic Materials

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).