Dan G. Utech
Chief Of Staff, AO
Estimated Net Worth
  • estimated net worth
    $3.5 M - $16.3 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (06/29/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Consultant
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Consulting business (self-employed, sole proprietorship)
Consulting Fees
$14,400
2
IRA #1
2.1
Vanguard 500 Index Fund ETF (VOO)
$15,001 - $50,000
None (or less than $201)
2.2
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
None (or less than $201)
3
IRA #2
3.1
Vanguard 500 Index Fund ETF (VOO)
$15,001 - $50,000
None (or less than $201)
3.2
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
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
Wisconsin Department of Health Services
salary
$13,219
2
IRA
2.1
AIG Government Money Market Fund - Class A (SMAXX)
$1,001 - $15,000
None (or less than $201)
3
Volunteers of America, 403(b) plan
3.1
American Funds EuroPacific Growth Fund - Class R6 (RERGX)
$1,001 - $15,000
$201 - $1,000
3.2
BNY Mellon Midcap Index Fund - Investor Class (PESPX)
$1,001 - $15,000
$1,001 - $2,500
3.3
ClearBridge Large Cap Growth Fund - Institutional Shares (LSITX)
$1,001 - $15,000
$1,001 - $2,500
3.4
Delaware Value Fund - Institutional Shares (DDVIX)
$1,001 - $15,000
$201 - $1,000
3.5
American Funds American Balanced Fund - Class R6 (RLBGX)
$1,001 - $15,000
$201 - $1,000
4
City of Phoenix, 457(b) plan

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$250,001 - $500,000
Interest
$201 - $1,000
2
CMFG Life Insurance Company, flexible premium variable universal life insurance policy (hybrid product)
2.1
Ultra Series Fund - Large Cap Value Fund
$15,001 - $50,000
None (or less than $201)
2.2
Ultra Series Fund - Mid Cap Fund
$15,001 - $50,000
None (or less than $201)
2.3
T. Rowe Price International Stock Fund
$1,001 - $15,000
None (or less than $201)
3
U.S. brokerage account #1
3.1
SPDR S&P 500 ETF Trust (SPY)
$1,000,001 - $5,000,000
$15,001 - $50,000
3.2
Vanguard 500 Index Fund ETF (VOO)
$1,000,001 - $5,000,000
$5,001 - $15,000
3.3
U.S. brokerage money market account (cash)
$1,000,001 - $5,000,000
Interest
$1,001 - $2,500
4
U.S. brokerage account #2

Transactions

#
Description
Type
Date
Amount
1
3M Co. (MMM)
Sale
06/29/2021
$1,001 - $15,000
2
Amazon.com, Inc. (AMZN)
Sale
06/29/2021
$1,001 - $15,000
3
Amcor plc (AMCR)
Sale
06/29/2021
$1,001 - $15,000
4
Anglo American Platinum Limited (AGPPF)
Sale
06/29/2021
$1,001 - $15,000
5
American Express Co. (AXP)
Sale
06/29/2021
$1,001 - $15,000
6
Anglo American, PLC
Sale
06/29/2021
$1,001 - $15,000
7
AngloGold Ashanti Limited (AULGF)
Sale
06/29/2021
$1,001 - $15,000
8
Apple, Inc. (AAPL)
Sale
06/29/2021
$1,001 - $15,000
9
BlackRock Technology Opportunities Fund Institutional Shares (BGSIX)
Sale
06/29/2021
$1,001 - $15,000
10
BlackRock Health Sciences Opportunities Fund (SHSSX)
Sale
06/29/2021
$1,001 - $15,000

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
1
1
During the time that filer was consulting, he lived in Washington, DC from January 2017 to June 2019, and then in Madison, WI from July 2019 to January 2021.
6
4.14
On October 28, 2021, Facebook, Inc., changed its corporate name to Meta Platforms, Inc.
7
17
On October 28, 2021, Facebook Inc., changed its corporate name to Meta Platforms, Inc.
7
45
The amount of the transaction was not more than $1,000.
7
46
The amount of the transaction was not more than $1,000.
7
47
The amount of the transaction was not more than $1,000.
7
48
The amount of the transaction was not more than $1,000.
7
49
The amount of the transaction was not more than $1,000.
7
50
The amount of the transaction was not more than $1,000.
7
51
The amount of the transaction was not more than $1,000.

Do you have information about Dan G. Utech that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved