Daniel A. Koh
Deputy Assistant to the President and Deputy Director of the Office of Intergovernmental Affairs
Estimated Net Worth
  • estimated net worth
    $3.9 M - $13.4 M
Salary
  • 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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