Dan Benishek Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed July 23, 2013. Includes 64 assets.

Year:

2013 2012 2011

Est. Net Worth

$2.4M

2013 annual disclosure

Total Assets

$1.3M - $3.4M

64 assets

Total Liabilities

0 liabilities

Total Trades

249

From PTR filings

Trade Volume

$4.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$841K
2011	$757K
2012	$2.6M
2013	$2.2M
2013	$2.4M

Assets by Category

Mutual Funds$1.3M (31)

Stocks$438K (13)

LLC / Partnership$375K (1)

ETFs$247K (12)

Bank & Cash$65K (5)

Other$8K (2)

Top Stock Holdings (from trades)

Wells Fargo & CompanyWFC

$106K

Abaxis IncABAX

$98K

The Procter & Gamble CompanyPG

All Assets (64)

Asset	Type	Owner	Value	Income
ABB LTD(ABB)	Stocks	Self	$15,001 - $50,000	None
Aberdeen Asia Pacific Income	Mutual Funds	Self	$15,001 - $50,000	None
AM Cent Equity Income - A	Mutual Funds	Self	$15,001 - $50,000	None
Amazon.com Inc.(AMZN)	Stocks	Self	$5,001 - $15,000	None
Ameriprise Cash	Bank & Cash	Spouse	$1,001 - $15,000	None
Bank of America(BAC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Benshiek For Congress Inc Loan	Other	Spouse	$1,001 - $15,000	None
Blackrock Build America Bond	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Blackrock Resources & Comm Strategies TR	Mutual Funds	Spouse	$15,001 - $50,000	None
Blackrock Utility Infrastruct & Pwr Opps	Mutual Funds	Spouse	$15,001 - $50,000	None
CBRE Clarion Global Real Ind	Mutual Funds	Spouse	$15,001 - $50,000	None
Commons SCS Dehrad Unit 717 Multiple Asset 2 Yr	Other	Spouse	N/A	Capital Gains $1,001 - $2,500
Columbia Acorn CL A	Mutual Funds	Spouse	$15,001 - $50,000	None
Columbia Mid Cap Growth	Mutual Funds	Spouse	$15,001 - $50,000	None
Columbia Strategic Income - A	Mutual Funds	Spouse	$50,001 - $100,000	None
Daniel Benshiek MD PC First National Bank & Trust Checking Account	Bank & Cash	Spouse	$1,001 - $15,000	None
Diageo PLC Sponsored ADR(DEO)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Dreyfus General Money Market Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	None
Dupont Global Utility Income Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
Eaton Vance SR FLTG Rate FD	Mutual Funds	Spouse	$50,001 - $100,000	None
Exelis Inc(XLS)	Stocks	Spouse	$1,001 - $15,000	None
Fidelity ADV High Inc A	Mutual Funds	Spouse	$15,001 - $50,000	None
Fidelity ADV New Insights - T	Mutual Funds	Spouse	$50,001 - $100,000	None
Fidelity Advisor New Insights - T	Mutual Funds	Spouse	$50,001 - $100,000	None
First National Bank and Trust Checking Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
FNB Bankshares	Stocks	Joint	$15,001 - $50,000	None
Frontier Fund Long Short	Mutual Funds	Self	$15,001 - $50,000	None
Loomis Sayles Global Bond Cl A	Mutual Funds	Self	$15,001 - $50,000	None
Guggenheim Series 1A Comml Paper	Mutual Funds	Self	$15,001 - $50,000	None
Claymore UIT	Mutual Funds	Self	$50,001 - $100,000	None
Hancock John Global Opp CL C	Mutual Funds	Self	N/A	None
iShares Barclays MBS Bond ETF(MBB)	ETFs	Self	$1,001 - $15,000	None
iShares Emerging Markets High Yield Bond(EMHY)	ETFs	Self	$1,001 - $15,000	None
iShares JP Morgan USD Emerging Markets Bond(EMB)	ETFs	Self	$1,001 - $15,000	None
iShares MSCI Hong Kong Index Fund(EWH)	ETFs	Self	N/A	Capital Gains $201 - $1,000
ITT Corp(ITT)	Stocks	Self	$1,001 - $15,000	None
J Hancock Floating Rate Income CL	Mutual Funds	Self	$15,001 - $50,000	None
J Hancock PFD Income Fund	Mutual Funds	Self	$50,001 - $100,000	None
John Hancock II Lifestyle Balanced	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Kinder Morgan Energy Partners LP LTD Partnership Unit(KMP)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Legg Mason BW Global Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Market Vectors Emerging Mkts ETF(EEM)	ETFs	Spouse	$1,001 - $15,000	None
Market Vectors Intl High Yield Bond ETF(IHY)	ETFs	Spouse	$1,001 - $15,000	None
Medical Park - Commercial REIT Inc	Stocks	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000
MFB Northern INSTL Funds Prime	Mutual Funds	Joint	$1,001 - $15,000	None
Account State Bank Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Nestle Reg SA Sponsored ADR Switzerland(NSRGY) Switzerland	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Oppenheimer Developing MKTS-A	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Oppenheimer Intl Bond - A	Mutual Funds	Self	$50,001 - $100,000	None
Putnam Capital Spectrum CL A	Mutual Funds	Spouse	$15,001 - $50,000	None
Putnam Convertible Securities CL A	Mutual Funds	Spouse	$15,001 - $50,000	None
Putnam Diversified Income CL M	Mutual Funds	Spouse	$50,001 - $100,000	None
Rayonier Inc REIT(RYN)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Rio Tinto PLC Sponsored ADR(RIO)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Select Sector SPDR Fund	ETFs	Spouse	$1,001 - $15,000	None
SPDR Barclays High Yield Bond ETF(JNK)	ETFs	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
SPDR Gold Trust(GLD)	ETFs	Spouse	$50,001 - $100,000	None
Templeton Dragon Fund(TDF)	Mutual Funds	Spouse	N/A	Capital Gains/Dividend $1,001 - $2,500
Vanguard Intermediate Term Corporate Bond ETF(VCIT)	ETFs	Spouse	$15,001 - $50,000	None
Vanguard Long Term Bond ETF(BLV)	ETFs	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Vanguard Short-Term Corporate Bond ETF(VCSH)	ETFs	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wild River Land Management - First National Bank and Trust Co	Bank & Cash	Spouse	$15,001 - $50,000	None
Wild River Land Management Inc.	LLC / Partnership	Spouse	$250,001 - $500,000	None
Xylem Inc.(XYL)	Stocks	Self	$1,001 - $15,000	None

Trading Sector Allocation (from PTR trades)

Energy$389K

Financial Services$479K

Consumer Cyclical$259K

Basic Materials$81K

Consumer Defensive$243K

Industrials$146K

Communication Services$121K

Healthcare$324K

Utilities$145K

Manufacturing$41K

Real Estate$113K

Technology$153K

Services$16K

Retail Trade$41K

Banking$32K

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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).