Dan Benishek
Dan Benishek Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 63 assets and 1 liabilities.
Est. Net Worth
$2.2M
2013 annual disclosure
Total Assets
$1.5M - $3.7M
63 assets
Total Liabilities
$250K - $500K
1 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$1.1M (30)
Stocks$404K (12)
Real Estate$375K (1)
LLC / Partnership$375K (1)
ETFs$247K (12)
Other$75K (2)
Bank & Cash$40K (5)
Top Stock Holdings (from trades)
All Assets (63)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
Aberdeen Asia Pacific Income | $15,001 - $50,000 |
AM Cent Equity Income - A | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Ameriprise Cash | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Bank for Congress Inc Loan | $50,001 - $100,000 |
Blackrock Build America Bond | N/A |
Blackrock Resources & Comm Strategies TR | $15,001 - $50,000 |
Blackrock Global Funds & Infrastructure Trust | $50,001 - $100,000 |
CBRE Clarion Global Real Assets | $15,001 - $50,000 |
Clawmore SECS Defined Unit 717 Multiple Asset 2 Yr | N/A |
Columbia Acorn CL A | $15,001 - $50,000 |
Columbia Mid Cap Growth | $15,001 - $50,000 |
Columbia Strategic Income A | $15,001 - $50,000 |
Daniel Bernstein MD PC First National Bank and Trust Checking Account | $1,001 - $15,000 |
Great Britain Sponsored ADR | $15,001 - $50,000 |
InvescoMoney Market Fund Class A | $1,001 - $15,000 |
Duff & Phelps Global Utility Income Fund | $15,001 - $50,000 |
Eaton Vance SS FLTG Rate FD | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Fidelity ADV High Inc Adv - A | $15,001 - $50,000 |
Fidelity ADV New Insights - T | $50,001 - $100,000 |
Fidelity Advisor New Insights - T | $50,001 - $100,000 |
First National Bank and Trust Co | $1,001 - $15,000 |
FNB Bankshares | $100,001 - $250,000 |
Franklin Templeton Global Bond CL A | $50,001 - $100,000 |
Frontier Fund Long Short | $15,001 - $50,000 |
Guggenheim Strategic Opps Fund | $15,001 - $50,000 |
Guggenheim Strategic Opps Fund High Yield Claymore UIT | $15,001 - $50,000 |
Hancock John Global Opp CL C | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
J Hancock Floating Rate Income Fund | $15,001 - $50,000 |
J Hancock PFD Income Fund | $15,001 - $50,000 |
John Hancock II Lifestyle Balanced | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Lord Abbett Affiliated Fund Global Long Opp Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Merrill Lynch - Commercial Real Estate Inc Mountain, MI, US | $250,001 - $500,000 |
MFB Northern INSTL Funds Prime | $1,001 - $15,000 |
M&T Bank State Bank Savings Account | $1 - $15,000 |
NIBS Reg AS Sponsored ADR's | $50,001 - $100,000 |
Oppenheimer Developing Mkts - A | N/A |
Oppenheimer Intl Bond - A | $50,001 - $100,000 |
Putnam Capital Spectrum Cl A | $15,001 - $50,000 |
Putnam Convertible Securities Cl A | $15,001 - $50,000 |
Putnam Diversified Income Cl A | $1 - $1,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Select Sector SPDR Fund | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wild River Land Management - First National Bank and Trust | $1,001 - $15,000 |
Wild River Land Management Inc. | $250,001 - $500,000 |
| $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Wild Rivers Land Management Inc. | mortgage | $250,001 - $500,000 |
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
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).