
D Democrat Senate · Democrat · HI — U.S. Senator (HI)
Every stock, fund and option trade Brian Schatz has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| —Mutual of America - Fidelity Investments VIP Contrafund | Fund | $50K – $100K | 1.5% | — | |
| —Mutual of America - Calvert VP SRI Balanced Portfolio | Fund | $15K – $50K | 0.7% | — | |
| MAVSXMutual of America Instl Small Cap Value | Fund | $15K – $50K | 0.7% | — | |
| QCSCPXCREF Responsible Balanced Account R2 Filer comment: Ticker symbol change; previously reported as TIAA-CREF Social Choice Eq Retire (TRSCX) | Fund | $15K – $50K | 0.7% | — | |
| QCSTPXStock Account - Class R2 | Fund | $15K – $50K | 0.7% | — | |
| —MASSX -Mutual of America Instl Small Cap Growth |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | Jul 31, 2026 | $4.93M | $2.21M – $7.66M |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| Fund |
| $15K – $50K |
| 0.7% |
| — |
| QCEQPXEquity Index Account - Class R2 Filer comment: Ticker symbol change; previously reported as TIAA-CREF Equity Index R2 (TIQRX) | Fund | $15K – $50K | 0.7% | — |
| TRRSXTIAA-CREF Real Estate Sec Retire (NASDAQ) | Fund | $1K – $15K | 0.2% | — |
| CBOAXAmerican Funds Interm Bd Fd of Amer 529A (NASDAQ) | Fund | $1K – $15K | 0.2% | — |
| CGFAXAmerican Funds Growth Fund of Amer 529A (NASDAQ) | Fund | $1K – $15K | 0.2% | — |
| CICAXAmerican Funds Invmt Co of Amer 529A (NASDAQ) | Fund | $1K – $15K | 0.2% | — |
| CWMAXAmerican Funds Washington Mutual 529A (NASDAQ) | Fund | $1K – $15K | 0.2% | — |
| —Enrollment Year Portfolio Passive | Fund | $1K – $15K | 0.2% | — |
| —The Standard Guaranteed Fixed Interest Fund Z | Fund | $1K – $15K | 0.2% | — |
| —2024/2025 Enrollment Portfolio Passive | Fund | Not disclosed | — | — |
The listed stock, fund and option positions cover 6.6% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.