DAN BOREN
DAN BOREN Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed July 20, 2012. Includes 40 assets and 3 liabilities.
Est. Net Worth
$2.1M
2012 annual disclosure
Total Assets
$1.5M - $3.9M
40 assets
Total Liabilities
$365K - $800K
3 liabilities
Total Trades
23
From PTR filings
Trade Volume
$2.1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.4M |
| 2009 | $1.5M |
| 2010 | $1.1M |
| 2011 | $707K |
| 2011 | $2M |
| 2012 | $2.1M |
Assets by Category
Real Estate$1.2M (4)
LLC / Partnership$1M (12)
Bank & Cash$239K (7)
Other$75K (1)
Retirement & Pension$57K (4)
Mutual Funds$48K (6)
Stocks$40K (5)
Gov. Securities$33K (1)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
First Oklahoma Bank certificate of deposit | $15,001 - $50,000 |
Artisan International Equity Fund | $1,001 - $15,000 |
Artisan International Small Cap Fund | $1,001 - $15,000 |
OJO Limited Co. minerals Madill, OK, US | $50,001 - $250,000 |
BancFirst Checking Account | $1,001 - $15,000 |
Berner Ranch, LLC - Citizens Security Bank checking account | $50,001 - $100,000 |
Boren Ranch, LLC - note receivable from Sturdivant Cattle Co. | $100,001 - $250,000 |
Boren Ranch, LLC Pittsburg County, OK, US | $500,001 - $1,000,000 |
Boren Ranch, LLC - oil and gas interest (fully distributed in 2011, 1/6th interest) | N/A |
Chintex Exploration Co. | $1 - $1,000 |
DWS Balanced Fund (held in IRA) | $15,001 - $50,000 |
First National Bank of Wewoka checking account | $15,001 - $50,000 |
First National Bank of Wewoka checking account | $50,001 - $100,000 |
First United Bank checking account (tax account) | $50,001 - $100,000 |
Invesco Van Kampen Equity and Income Fund | $1,001 - $15,000 |
Sturdivant Cattle Company LP Madill, OK, US | $100,001 - $500,000 |
Various money market holdings | $1,001 - $15,000 |
LCO - Federated Government Reserves money market fund | $1,001 - $15,000 |
LCO - First United Bank account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Courage Capital Management, LP Nashville, TN, US | $1,001 - $15,000 |
Courage Capital Management, LP Nashville, TN, US | $100,001 - $250,000 |
Pine Limited Co. Madill, OK, US | $15,001 - $50,000 |
Whippany, NJ, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Landmark Bank Account | $1,001 - $15,000 |
Mineral Rights Oklahoma, US | $50,001 - $100,000 |
Red River Pine Limited Co. | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Oklahoma State Turnpike Authority Bond Oklahoma, US | $15,001 - $50,000 |
Real Estate (Cabin) McCurtain, OK, US | $15,001 - $50,000 |
Real Estate (Vacant Land) Oklahoma, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
LLC | $1,001 - $15,000 |
MFS Growth Fund (held in IRA) | $1,001 - $15,000 |
Oktaha Lake Estate | $250,001 - $500,000 |
Red River Pine Limited Co. McCurtain County, OK, US | $50,001 - $100,000 |
Turner Emerging Growth Micro Cap Growth Fund (held in IRA) | $1,001 - $15,000 |
Turner Mid Cap Growth Fund (held in IRA) | $1,001 - $15,000 |
Vanguard 500 Index Fund | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| First United Bank - Durant, OK | mortgage | $250,001 - $500,000 |
| First United Bank - Durant, OK | other | $100,001 - $250,000 |
| First United Bank - Durant, OK | line of credit | $15,001 - $50,000 |
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).