Dan Benishek Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 68 assets.

Year:

2013 2012 2011

Est. Net Worth

$2.6M

2012 annual disclosure

Total Assets

$1.5M - $3.7M

68 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$1.4M (38)

Stocks$728K (20)

Real Estate$175K (1)

Bank & Cash$132K (6)

ETFs$83K (2)

Other$75K (1)

Top Stock Holdings (from trades)

Wells Fargo & CompanyWFC

$106K

Abaxis IncABAX

$98K

The Procter & Gamble CompanyPG

All Assets (68)

Asset	Type	Owner	Value	Income
Columbia Mid Cap Value Opportunity Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	None
John Hancock Clb Opps - I	Mutual Funds	Spouse	$15,001 - $50,000	None
John Hancock Life Bal - C	Mutual Funds	Spouse	$50,001 - $100,000	None
Ameriprise Cash	Bank & Cash	Spouse	$50,001 - $100,000	None
Bank of America Corp(BAC)	Stocks	Spouse	$1,001 - $15,000	None
Diageo PLC Sponsored ADR (Great Britain)(DEO)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nestle Reg S A Sponsored ADR(NSRGY)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Dreyfus General Money Market Fund Class A	Mutual Funds	Spouse	$15,001 - $50,000	None
Columbia Funds Acorn A	Mutual Funds	Spouse	$15,001 - $50,000	None
Fidelity Advisor New Insights A	Mutual Funds	Spouse	$15,001 - $50,000	None
Putnam Convertible Secs A	Mutual Funds	Spouse	$15,001 - $50,000	None
Putnam Cap Spectrum A	Mutual Funds	Spouse	$15,001 - $50,000	None
Blackrock Utility and Infrastructure Inv A	Mutual Funds	Spouse	$15,001 - $50,000	None
Claymore Multiple Asset Port Plus 2	Mutual Funds	Spouse	$15,001 - $50,000	None
Claymore Global Balanced & Utility Income Fund Inc	Mutual Funds	Spouse	$50,001 - $100,000	None
Claymore Guggenheim S&P 500 Eq Yield	Mutual Funds	Spouse	$15,001 - $50,000	None
Claymore UIT	Mutual Funds	Spouse	$50,000 - $50,000	None
Invesco Van Kampen Senior Income M	Mutual Funds	Spouse	$1 - $1,000	None
Invesco VK GLB Advantage	Mutual Funds	Spouse	N/A	None
Fidelity Advisor Emerging Mkts A	Mutual Funds	Spouse	N/A	None
Ameriprise - Cash	Bank & Cash	Spouse	$1 - $1,000	None
Dreyfus General Money Market Fund Class A	Mutual Funds	Self	$1,001 - $15,000	None
John Hancock Float Rate Income Fund Class A	Mutual Funds	Self	$15,001 - $50,000	None
Franklin Group Tem Global Bond - A	Mutual Funds	Self	$15,001 - $50,000	None
BlackRock America Bond Trust	Mutual Funds	Spouse	$50,001 - $100,000	None
BlackRock Resources & Commodity Strategy Trust	Mutual Funds	Self	$15,001 - $50,000	None
American Funds Mortgage Asset Port Plus 2	Mutual Funds	Self	$50,001 - $100,000	None
Tem Dragon Fund - A	Mutual Funds	Self	$15,001 - $50,000	None
Frontier Fund Long Short Commodity Series	Mutual Funds	Self	$15,001 - $50,000	None
American Century Capital Income - A	Mutual Funds	Self	$15,001 - $50,000	None
Columbia Strategic Income - A	Mutual Funds	Self	$15,001 - $50,000	None
DWS Adv High Inc Adv - A	Mutual Funds	Self	$50,001 - $100,000	None
Fidelity Advisor New Insights	Mutual Funds	Self	$50,001 - $100,000	None
Oppenheimer Intl Bond A	Mutual Funds	Self	$15,001 - $50,000	None
American Funds Developing Mkts - A	Mutual Funds	Self	$50,001 - $100,000	None
ABB Ltd(ABB)	Stocks	Self	$15,001 - $50,000	None
Aberdeen Asia Pacific Income Fund(FAX)	Mutual Funds	Self	$50,001 - $100,000	None
AbbVie Inc.(ABBV)	Stocks	Self	$15,001 - $50,000	None
CBRE Clarion Global Real Estate	Mutual Funds	Self	$50,001 - $100,000	None
Eaton Vance Sr Floating Rate Fund	Mutual Funds	Self	$50,001 - $100,000	None
Exelis Inc.(XLS)	Stocks	Self	$1,001 - $15,000	None
John Hancock Preferred Income Fund(HPI)	Mutual Funds	Self	$15,001 - $50,000	None
ITT Corp(ITT)	Stocks	Self	$50,001 - $100,000	None
Rio Tinto PLC Sponsored ADR(RIO)	Stocks	Self	$15,001 - $50,000	None
SPDR Gold Trust(GLD)	ETFs	Joint	$50,001 - $100,000	None
Xylem Inc.(XYL)	Stocks	Self	$1,001 - $15,000	None
Putnam Diversified Income - A	Mutual Funds	Joint	$1,001 - $15,000	None
HCP Inc.(HCP)	Stocks	Self	N/A	None
JP Morgan Chase & Co.(JPM)	Stocks	Self	N/A	None
Quanta Services Inc.(PWR)	Stocks	Self	N/A	None
John Hancock GLB Opps - A	Mutual Funds	Self	N/A	None
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	N/A	None
Citigroup Inc.(C)	Stocks	Self	N/A	None
Visa Inc.(V)	Stocks	Self	N/A	None
Wells Fargo & Company(WFC)	Stocks	Self	N/A	None
Oppenheimer Gold & Special Minerals	Mutual Funds	Self	N/A	None
Merrill Northern Institutional Funds Prime	Mutual Funds	Self	$1,001 - $15,000	None
FNB Bankshares	Stocks	Self	$250,001 - $500,000	None
Medical Park Commercial Real Estate Inc., MI MI, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	None
Kinder Morgan Energy Partners LP Units Ltd Partnership Int(KMP)	Stocks	Self	$15,001 - $50,000	None
Patriot Inc REIT	Stocks	Self	$1,001 - $15,000	None
SPDR Gold Trust Gold Shares(GLD)	ETFs	Self	$1,001 - $15,000	None
Miners State Bank Savings Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
First National Bank & Trust Checking Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Daniel Benishek MD PC First National Bank & Trust Checking Account	Bank & Cash	Self	$1,001 - $15,000	None
William Beaumont Trust National Bank & Trust Checking Account	Bank & Cash	Joint	$1,001 - $15,000	None
Benishek for Congress Inc (Loan)	Other	Self	$50,001 - $100,000	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).