Daniel A. Koh
Deputy Assistant to the President and Deputy Director of the Office of Intergovernmental Affairs
Observations
- Millionaire
Estimated Net Worth
- $3.9 M - $13.4 M
Salary
- $183 K
Employment
- Started 11/01/2023
Financial Disclosure Details - OGE Form 278e (04/14/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA (Roth) | |||
1.1 | Vanguard Real Estate Index Fund ETF Shares (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares 1-3 Year Treasury Bond ETF (SHY) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) | None (or less than $1,001) | None (or less than $201) | |
1.5 | U.S. bank money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | iShares Expanded Tech Sector ETF (IGM) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Technology Select Sector SPDR Fund (XLK) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Karat, Inc. | salary | ||
2 | Karat, Inc., vested incentive stock options | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA | |||
4.1 | Warren, MI School District, bonds | $15,001 - $50,000 | None (or less than $201) | |
4.2 | BaronGlobal Advantage Fund Institutional Class Shares (BGAIX) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Baron Partners Fund Retail Shares (BPTRX) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | Hennessy Gas Utility Fund Investor Class Shares (GASFX) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Matthews Asia Innovators Fund Investor Class Shares (MATFX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Investment Management Account Daniel Koh | |||
1.1 | ARK Genomic Revolution ETF (ARKG) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares US Medical Devices ETF (IHI) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares PHLX Semiconductor ETF (SOXX) | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | Global X Robotics and Artificial Intelligence ETF (BOTZ) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares MSCI EAFE ETF (EFA) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | iShares Russell Mid-Cap ETF (IWR) | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | Invesco FTSE RAFI US 1000 ETF (PRF) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | Vanguard Small-Cap Index Fund ETF (VB) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | U.S. bank money market account #1 (cash) | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core S&P 500 ETF (IVV) | Purchase | 01/10/2023 | $15,001 - $50,000 |
2 | Janus Henderson Enterprise Fund Class N Shares (JDMNX) | Purchase | 01/09/2023 | $1,001 - $15,000 |
3 | Janus Henderson Small Cap Value Fund Class N Shares (JDSNX) | Purchase | 01/09/2023 | $1,001 - $15,000 |
4 | JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) | Purchase | 01/09/2023 | $15,001 - $50,000 |
5 | PIMCO Income Fund Institutional Class Shares (PIMIX) | Purchase | 01/09/2023 | $15,001 - $50,000 |
6 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 01/10/2023 | $15,001 - $50,000 |
7 | U.S. Treasury Note 2.875% Sep 30 2023 | Purchase | 01/09/2023 | $50,001 - $100,000 |
8 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | 01/10/2023 | $15,001 - $50,000 |
9 | iShares Core S&P 500 ETF (IVV) | Purchase | 01/19/2023 | $15,001 - $50,000 |
10 | Janus Henderson Enterprise Fund Class N Shares (JDMNX) | Purchase | 01/18/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | M&T Bank | $500,001 - $1,000,000 | 2019 | 30 year fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | Value is an estimate. |
6 | 7 | This is a passive investment interest only. There are no reportable underlying assets. |
6 | 8 | This fund was wound down, capital returned by 12/31/23. |
6 | 12 | Committee to Elect Dan Koh - debt owed to me from the campaign. |
7 | 32 | Sold at a loss, no capital gain. |
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