Daniel Scott Katz
Reported Asset Values
$5.9M–$16M+
The data on this page comes from a financial disclosure filed by Daniel Scott Katz, who was picked to be: Chief of Staff, Department of the Treasury in January, 2025. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| DSK Services LLC | $369K | Income derived from consulting services. | 1 | ||
| Stardust Solutions, Inc. (anticipated bonus) | $100K - $250K | None (or less than $201) | Client of the firm. The amount of the bonus is fixed contractually pursuant to objective criteria that are out of my control. The contract was signed in July 2024. | 1.1 | |
| Roth IRA | 2 | ||||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| EuroPacific Growth Fund Class F2 Shares (AEPFX) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| Sep IRA | 3 | ||||
| iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) | 3.1 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| EuroPacific Growth Fund Class F2 Shares (AEPFX) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| BlackRock StrategicGlobal Bond Fund, Inc Institutional Shares (MAWIX) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Cash Sweep Account | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| Roth IRA #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | 4 | ||
| Amberwave Partners, LLC (Investment advisor that closed in 2023) | $60,177 | Guaranteed distributions. | 5 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| DSK Services LLC | Anticipated bonus. (2024-01-01) | 1 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Davis Polk & Wardwell | Partner share | 1 | |||
| IRA | 2 | ||||
| Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Davis Polk HR 10 Plan | 3 | ||||
| Fidelity Freedom 2055 Fund (FDEEX) | $15,001 - $50,000 | None (or less than $201) | 3.1 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $50,001 - $100K | None (or less than $201) | 3.2 | ||
| Fidelity Extended Market Index Fund (FSMAX) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Dodge & Cox International Stock Fund - Class X | $15,001 - $50,000 | None (or less than $201) | 3.4 | ||
| Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | $15,001 - $50,000 | None (or less than $201) | 3.5 | ||
| Northwestern Mutual Life Insurance | $100K - $250K | None (or less than $201) | 4 | ||
| Davis Polk Defined Benefit Plan | $15,001 - $50,000 | None (or less than $201) | 5 | ||
| Stetson Capital Fund IV (underlying assets are not readily ascertainable) | $1,001 - $15,000 | None (or less than $201) | 6 | ||
| 401k | 7 | ||||
| Growth Fund of America Class R6 Shares (RGAGX) | $15,001 - $50,000 | None (or less than $201) | 7.1 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $50,001 - $100K | None (or less than $201) | 7.2 | ||
| T Rowe Price Equity Income Fund (PRFDX) | $15,001 - $50,000 | None (or less than $201) | 7.3 | ||
| Vanguard PrimeCap Core Fund Investor Shares (VPCCX) | $15,001 - $50,000 | None (or less than $201) | 7.4 | ||
| Fidelity Extended Market Index Fund (FSMAX) | $50,001 - $100K | None (or less than $201) | 7.5 | ||
| Dodge & Cox International Stock Fund - Class X | $15,001 - $50,000 | None (or less than $201) | 7.6 | ||
| Fidelity Diversified International K6 Fund (FKIDX) | $15,001 - $50,000 | None (or less than $201) | 7.7 | ||
| Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | $15,001 - $50,000 | None (or less than $201) | 7.8 | ||
| Davis Polk LEO bond | $15,001 - $50,000 | None (or less than $201) | 8 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Effigy, LLC | $250K - $500K | None (or less than $201) | Filer has 12.5% interest in entity that owns art collection. | 1 | |
| Fidelity Government Money Market Fund | $250K - $500K | $5,001 - $15,000 | 2 | ||
| US BANK #1 (cash) | $15,001 - $50,000 | None (or less than $201) | 3 | ||
| US BANK #2 (cash) | $15,001 - $50,000 | None (or less than $201) | 4 | ||
| PPK Holdings, LLC | $100K - $1M | Filer has 50% interest in PPK Holdings. | 5 | ||
| Unsecured loan receivable from family member | $250K - $500K | None (or less than $201) | Income amount not readily ascertainable. | 5.1 | |
| Unsecured loan receivable from Nevada Tower Associates, LLC | $250K - $500K | None (or less than $201) | Income amount not readily ascertainable. | 5.2 | |
| 2041 Holland Avenue Associates, LLC | $100K - $250K | None (or less than $201) | Rent or Royalties | Filer has 2.0% interest in entity that owns residential apartment building in Bronx, NY. Income amount not readily ascertainable. | 5.3 |
| Altman Mezz, LP | $50,001 - $100K | None (or less than $201) | Rent or Royalties | Filer has 0.1% interest in entity that owns residential apartment buildings in Eastern Pennsylvania. Income amount not readily ascertainable. Income amount not readily ascertainable. | 5.4 |
| Nevada Tower Associates, LLC | $1,001 - $15,000 | None (or less than $201) | Filer has 0.1% interest in entity that owns commercial and residential real estate properties in Manhattan, New York. Income amount not readily ascertainable. | 5.5 | |
| Pioneer UCV Member, LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 0.5% interest in entity that owns residential apartment building in Chicago, IL. Income amount not readily ascertainable. | 5.6 | |
| Bergh 233 Investors, LLC | $100K - $250K | None (or less than $201) | Filer has 3.7% interest in entity that owns commercial real estate in Brooklyn, NY. Income amount not readily ascertainable. | 5.7 | |
| Unsecured Loan Receivable from TBB LLC | $1,001 - $15,000 | None (or less than $201) | Income amount not readily ascertainable. | 5.8 | |
| TBB LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 0.1% interest in entity that owns a residential apartment building in New York. Income amount not readily ascertainable. | 5.9 | |
| AH FDB LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 1.3% interest in entity that owns a residential apartment building in New York. Income amount not readily ascertainable. | 5.10 | |
| AH 783-787 LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 1% interest in entity that owns a residential apartment building in New York. Income amount not readily ascertainable. | 5.11 | |
| Dee Cee Associates, LLC | $1M - $5M | None (or less than $201) | Rent or Royalties | Filer has 3.8% interest in entity that owns multiple commercial real estate properties in Manhattan, New York. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 6 |
| Zedek Ventures SPE, LLC | $500K - $1M | None (or less than $201) | Rent or Royalties | Filer has 3.0% interest in entity that owns in multiple commercial real estate properties in Manhattan, New York. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 7 |
| Macarthur Investments, LLC | None (or less than $1,001) | None (or less than $201) | Filer has 2.5% interest in entity that owns commercial real estate in Portsmith, NH, Athens, GA, and Stewart, FL. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 8 | |
| N&B Associates, LLC | None (or less than $201) | Filer has 9% interest in N & B Associates, LLC. | 9 | ||
| Urumchi Associates LLC | $50,001 - $100K | None (or less than $201) | Rent or Royalties | Filer has 9.0% interest in entity that owns residential real estate in Manhattan, NY. Income amount not readily ascertainable. | 9.1 |
| Katz Beacon, LLC | $100K - $250K | None (or less than $201) | Rent or Royalties | Filer has 0.5% interest in entity that owns commercial real estate in Manhattan, NY. Income amount not readily ascertainable. | 9.2 |
| Alden CPW, LLC | $1,001 - $15,000 | None (or less than $201) | Rent or Royalties | Filer has 4.7% interest in entity that owns commercial and residential real estate properties in Manhattan, New York. Income amount not readily ascertainable. | 9.3 |
| Nevada Tower Associates, LLC | $1,001 - $15,000 | None (or less than $201) | Rent or Royalties | Filer has 0.1% interest in entity that owns commercial and residential real estate properties in Manhattan, New York. Income amount not readily ascertainable. | 9.4 |
| Macarthur Investments, LLC | $500K - $1M | None (or less than $201) | Filer has 5% interest in entity that owns commercial real estate in Portsmith, NH, Athens, GA, and Stewart, FL. Income amount not readily ascertainable. | 9.5 | |
| ZLG Ventures, LLC | None (or less than $1,001) | None (or less than $201) | Filer has 8% interest in entity that owns residential apartment building in Manhattan, New York. Income amount not readily ascertainable. | 9.6 | |
| Calusa Ventures, LLC | $100K - $250K | None (or less than $201) | Filer has 4.4% interest in entity that owns commercial real estate in West Palm Beach, FL. Income amount not readily ascertainable. | 9.7 | |
| 45 West Hotel, LP | $15,001 - $50,000 | None (or less than $201) | Filer has 0.2% interest in entity that owns commercial real estate in Manhattan, NY. Income amount not readily ascertainable. | 9.8 | |
| Rutile, LLC | $100K - $250K | None (or less than $201) | Filer has 9% interest in entity that owns residential real estate in Hudson, NY. Income amount not readily ascertainable. | 9.9 | |
| CASH ACCOUNT | $1,001 - $15,000 | None (or less than $201) | 9.10 | ||
| AH 783-787 LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 2% interest in entity that owns a residential apartment building in New York. Income amount not readily ascertainable. | 9.11 | |
| AH FDB LLC | $50,001 - $100K | None (or less than $201) | Filer has 2.5% interest in entity that owns a residential apartment building in New York. Income amount not readily ascertainable. | 9.12 | |
| TBB LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 0.1% interest in entity that owns a residential apartment building in New York. Income amount not readily ascertainable. | 9.13 | |
| Pioneer UC V Member LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 0.3% interest in entity that owns residential apartment buildings in Chicago. Income amount not readily ascertainable. | 9.14 | |
| 471 Westside LLC | $250K - $500K | None (or less than $201) | Filer has 9% interest in entity that owns a residential building in New York. Income amount not readily ascertainable. | 9.15 | |
| Dover Retail LLC | $15,001 - $50,000 | None (or less than $201) | Filer has 1% interest in entity that owns a commercial property in New York. Income amount not readily ascertainable. | 9.16 | |
| Loan Receivable | $15,001 - $50,000 | None (or less than $201) | Income amount not readily ascertainable. | 9.17 | |
| Gondadoo Associates, LLC | $50,001 - $100K | Filer has 8.3% interest in Gondadoo Associates. | 10 | ||
| Heatherwood Apartments, LP | $100K - $250K | None (or less than $201) | Rent or Royalties | Filer has 2.7% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.1 |
| Ridge Carlton Apartments, LP | $100K - $250K | None (or less than $201) | Rent or Royalties | Filer has 2.7% interest in entity which owns Residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.2 |
| Hollidaysburg Associates, LP | $15,001 - $50,000 | None (or less than $201) | Rent or Royalties | Filer has 0.8% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.3 |
| Hollidaysburg Land, LP | None (or less than $1,001) | None (or less than $201) | Filer has 0.8% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.4 | |
| Cedar Glen Investors, LP | $15,001 - $50,000 | None (or less than $201) | Rent or Royalties | Filer has 2.7% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.5 |
| Kannon Partners | $250K - $500K | None (or less than $201) | Rent or Royalties | Filer has 7.4% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.6 |
| AKS Elkins Park, LP | $15,001 - $50,000 | None (or less than $201) | Rent or Royalties | Filer has 2.8% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.7 |
| Axis UKA Associates, LP | $50,001 - $100K | None (or less than $201) | Filer has 2.1% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.8 | |
| Elon Brentwood, LP | $50,001 - $100K | None (or less than $201) | Filer has 1.8% interest in entity that owns residential real estate in Eastern Pennsylvania. Income amount not readily ascertainable. | 10.9 | |
| CASH ACCOUNT | $1,001 - $15,000 | None (or less than $201) | 10.10 | ||
| Calusa Ventures, LLC | $50,001 - $100K | None (or less than $201) | Filer has 2.2% interest in entity that owns commercial real estate in West Palm Beach, FL. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 11 | |
| 7 West LLC | $50,001 - $100K | None (or less than $201) | Filer has 20% interest in entity that owns a commercial property in New Hampshire. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 12 | |
| Stuart Self Storage LLC | $50,001 - $100K | None (or less than $201) | Filer has 1% interest in entity that owns a commercial property in Florida. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 13 | |
| Inverness LLC | $50,001 - $100K | None (or less than $201) | Filer has 25% interest in entity that owns undeveloped land in New Hampshire. Asset was owned through PPK Holdings, LLC until December 2024; estimated income amount included in the PPK Holdings, LLC income amount. | 14 | |
| Alden CPW LLC | $15,001 - $50,000 | $2,501 - $5,000 | Filer has 2.4% interest in entity that owns commercial and residential real estate properties in Manhattan, New York. | 15 | |
| family trust | 16 | ||||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | 16.1 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 16.2 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | 16.3 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 16.4 | ||
| VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | 16.5 | ||
| US Brokerage Account #1 | 17 | ||||
| Fidelity Government Money Market Fund (SPAXX) | $100K - $250K | $5,001 - $15,000 | 17.1 | ||
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | $50,001 - $100K | $2,501 - $5,000 | 17.2 | ||
| US brokerage #2 | 18 | ||||
| Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | $50,001 - $100K | $1,001 - $2,500 | 18.1 | ||
| Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | $15,001 - $50,000 | None (or less than $201) | 18.2 | ||
| VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $15,001 - $50,000 | $201 - $1,000 | 18.3 | ||
| iShares New York Muni Bond ETF (NYF) | $1,001 - $15,000 | $201 - $1,000 | 18.4 | ||
| Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | $1,001 - $15,000 | None (or less than $201) | 18.5 | ||
| BlackRock StrategicGlobal Bond Fund, Inc Institutional Shares (MAWIX) | $1,001 - $15,000 | None (or less than $201) | 18.6 | ||
| Cohen & Steers Realty Shares, Inc Class I Shares (CSJIX) | $15,001 - $50,000 | $201 - $1,000 | 18.7 | ||
| PrincipalGlobal Real Estate Securities Fund Institutional Class Shares (POSIX) | $50,001 - $100K | $1,001 - $2,500 | 18.8 | ||
| Cash Sweep Account | $1,001 - $15,000 | None (or less than $201) | 18.9 | ||
| Federated US Treasury Cash Reserves Institutional Shares (UTIXX) | $50,001 - $100K | $2,501 - $5,000 | 18.10 | ||
| US brokerage #3 | 19 | ||||
| iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 | 19.1 | ||
| SPDR S&P 400 Mid Cap Growth ETF (MDYG) | $1,001 - $15,000 | None (or less than $201) | 19.2 | ||
| SPDR S&P 400 Mid Cap Value ETF (MDYV) | $1,001 - $15,000 | None (or less than $201) | 19.3 | ||
| SPDR S&P 600 Small Cap Growth ETF (SLYG) | $1,001 - $15,000 | None (or less than $201) | 19.4 | ||
| SPDR S&P 600 Small Cap Value ETF (SLYV) | $1,001 - $15,000 | None (or less than $201) | 19.5 | ||
| VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $15,001 - $50,000 | $201 - $1,000 | 19.6 | ||
| US brokerage #4 | 20 | ||||
| Dreyfus AMT-Free Tax Exempt Cash Management Investor Shares (DEVXX) | $1,001 - $15,000 | None (or less than $201) | 20.1 | ||
| Federated US Treasury Cash Reserves Institutional Shares (UTIXX) | $50,001 - $100K | $2,501 - $5,000 | 20.2 | ||
| US brokerage #5 | 21 | ||||
| Cash Sweep Account | $1,001 - $15,000 | None (or less than $201) | 21.1 | ||
| Federated US Treasury Cash Reserves Institutional Shares (UTIXX) | $500K - $1M | $15,001 - $50,000 | 21.2 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| Raymond James Bank | type: Exercised Line of Credit, amount: $250,001 - $500,000, year-incurred: 2024, rate: 5.947%, term: Perpetual | Amount reported is the maximum amount borrowed since opening; balance is currently zero. Securities- based line of credit. | 1 |
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
Related Stories
Read ProPublica reporting on the disclosure documents.
