Daniel Berkovitz
General Counsel (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.6 M - $24.0 M
Salary
  • salary
    Unknown
Employment
  • 11/01/2021 - 01/31/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Dunlap, Illinois
Trustee
Present
2
West Lafayette, Indiana
Trustee
Present
3
Bethesda, Maryland
Guardian of Person and Property
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
DFA US Core Equity II Portfolio Institutional Class (DFQTX)
$250,001 - $500,000
None (or less than $201)
1.2
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.3
DFA Real Estate Securities Portfolio Institutional Class (DFREX)
$15,001 - $50,000
None (or less than $201)
1.4
DFA Emerging Markets Core Equity Portfolio (DFCEX)
$15,001 - $50,000
None (or less than $201)
1.5
Baird Ultra Short Bold Fund (BUBIX)
$50,001 - $100,000
None (or less than $201)
1.6
Vanguard Dividend Appreciation Index Fund ETF Shares (VIG)
$50,001 - $100,000
None (or less than $201)
1.7
International Core Equity Portfolio Institutional Class Shares (DFIEX)
$100,001 - $250,000
None (or less than $201)
2
IRA #2
2.1
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I received my final partnership share distribution from WilmerHale in 2018. Immediately following my withdrawal from the firm in August 2018, I received a lump sum payment of all of the amounts in my capital account. As stated in my ethics agreement with my previous federal employer, the CFTC, WilmerHale withheld a portion of my final compensation for potential tax liabilities incurred during the time when I was at the firm. In 2018 WilmerHale stated they would settle this account in 2021. this account by paying me the remaining amounts in this account that had been reserved for such tax liabilities. Accordingly, as of the settlement of this account in August 2021, I have no outstanding balances owed to or due from WilmerHale.
9/2013

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Verizon
salary, bonus
2
Verizon, Restricted Stock Units (unvested)
$50,001 - $100,000
None (or less than $201)
3
Verizon, Performance Stock Units (unvested)
$100,001 - $250,000
None (or less than $201)
4
Verizon Communications Inc. (VZ) (common stock)
$250,001 - $500,000
Dividends
$5,001 - $15,000
5
U.S. brokerage account (cash - money market)
$15,001 - $50,000
None (or less than $201)
6
Spouse IRA #2
6.1
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
6.2
Vanguard Information Technology Index Fund ETF Shares (VGT)
$100,001 - $250,000
None (or less than $201)
6.3
Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)
$50,001 - $100,000
None (or less than $201)
7
Spouse IRA #1

Other Assets and Income

#
Description
Value
Type
Amount
1
Gold Coins
$1,001 - $15,000
None (or less than $201)
2
AWB Family Trust
2.1
AWB Family Trust -- Cash
$100,001 - $250,000
None (or less than $201)
3
Maryland ABLE Account
3.1
Maryland ABLE Moderate Fund
$50,001 - $100,000
None (or less than $201)
3.2
Maryland ABLE Cash Option
$1,001 - $15,000
None (or less than $201)
4
U.S. brokerage account #1 (joint)
4.1
U.S. brokerage money market account (cash)
$250,001 - $500,000
None (or less than $201)
4.2
Apple Inc. (AAPL)
None (or less than $1,001)
Capital Gains Dividends
$100,001 - $1,000,000
4.3
Verizon Communications Inc (VZ)
None (or less than $1,001)
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Verizon 2025 Fund
Purchase
01/07/2021
$1,001 - $15,000
2
Verizon 2025 Fund
Sale
04/16/2021
$500,001 - $1,000,000
3
Verizon 2030 Fund
Purchase
04/16/2021
$500,001 - $1,000,000
4
Stoneridge Reinsurance Risk Premium Interval (SRRIX)
Sale
03/04/2021
$1,001 - $15,000
5
TA US Core Equity 2 Portfolio Institutional Class Shares (DFTCX)
Purchase
03/31/2021
$1,001 - $15,000
6
First Trust TCW Unconstrained Plus Bond ETF (UCON)
Purchase
04/26/2021
$15,001 - $50,000
7
SPDRDoubleLine Total Return Tactical ETF (TOTL)
Purchase
04/26/2021
$15,001 - $50,000
8
Xtrackers USD High Yield Corporate Bond ETF (HYLB)
Purchase
04/26/2021
$15,001 - $50,000
9
BlackRock Total Factor Fund Institutional Class Shares (BSTIX)
Purchase
04/26/2021
$15,001 - $50,000
10
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
Purchase
04/26/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
9.1
99.4% of the fund is invested in the Verizon stock, and the remaining 0.6% in short-term cash instruments.
6
2
Pursuant to the will of a family member who passed away on November 27, 2018, I am co-Trustee (with my brother), and co-Beneficiary (with my brother, my brother's children, my wife, and my daughter), for the cash accounts and real property in my deceased mother's estate. At the end of 2018, the real property consisted of her residence in West Lafayette, Indiana. The house was sold in March 2019; as of this time the assets of the trust consist solely of cash form her estate and the proceeds from the sale of the house.
6
7.3
Bank account is jointly held with daughter, who is not a dependent.
6
9
Rental income was for housing provided to family member under guardianship.
7
1
Biweekly transactions beginning on this date, as part of my spouse's employee savings plan.
7
2
Verizon 2025 Fund exchanged for Verizon 2030 Fund.
7
3
Verizon 2025 Fund exchanged for Verizon 2030 Fund.
7
50
Dividend reinvestment.

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