DAN BOREN

DAN BOREN Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 21 assets and 1 liabilities.

Est. Net Worth
$1.4M
2008 annual disclosure
Total Assets
$981K - $2.2M
21 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
23
From PTR filings
Trade Volume
$2.1M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.4M
2009$1.5M
2010$1.1M
2011$707K
2011$2M
2012$2.1M

Assets by Category

Bank & Cash$791K (6)
LLC / Partnership$632K (8)
Mutual Funds$108K (3)
Gov. Securities$33K (1)
Real Estate$8K (1)
Other$8K (1)
Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

All Assets (21)

AssetValue
Alva LLC
Madill, OK, US
$15,001 - $50,000
BancFirst Checking Account
$1,001 - $15,000
Boren Ranch LLC
McIntosh County, OK, US
$100,001 - $250,000
Chinn Exploration Co.
$1 - $1,000
First National Bank of Wewoka
$1 - $1,000
First National Bank of Wewoka
$15,001 - $50,000
First United Bank Tax Account, LP
$250,001 - $500,000
$50,001 - $100,000
First United Investment Services Main Account
N/A
Horizon Investment Services Main Account (nationwide bank correspondent)
$250,001 - $500,000
LOCI Madill, OK
Madill, OK, US
$1,001 - $15,000
LOCI Federated Capital Reserves Money Market Fund
$1 - $1,000
LOCI Grand River Dam Authority Bonds
$15,001 - $50,000
LOCI Intrust Mortgage Special Situation Fund, LP
$15,001 - $50,000
LOCI Real Estate in Ada, OK
Ada, OK, US
$1,001 - $15,000
LOCI Red River Phn. LLC (Timber Harvests)
Madill, OK, US
$250,001 - $500,000
LOCI Note Receivable from JB Coleman
Kingston, OK, US
$1,001 - $15,000
$1,001 - $15,000
RPL Restaurant Group LP
$1,001 - $15,000
SEP IRA Scudder Total Return IRA (KTRBX)
$15,001 - $50,000
The T Ranch Commercial hunting operation LLC
Batesville, TX, US
N/A

Liabilities (1)

CreditorTypeAmount
First United Bankother$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Communication Services$16K
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).