This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.

Find a staffer, agency or former employer

For example: Rebeckah Adcock, Agriculture, White House, Heritage Foundation, Trump Organization

Id badge

Dan M. Berkovitz

Commodity Futures Trading Commission (joined: Sept. 7, 2018)

Commissioner | Financial Disclosure »

Bio, via Markets Wiki:

Before joining the CFTC as a commissioner, Berkovitz served as a partner in the Washington, DC securities practice of WilmerHale, a global law firm with over 1000 attorneys in 14 offices. He joined the firm in September 2013 after serving for four years as general counsel of the Commodity Futures Trading Commission (CFTC).[3] During his tenure at the CFTC, Berkovitz was instrumental in the passage and implementation of rules related to the Dodd-Frank Act. He also served as the commission's deputy representative to the Financial Stability Oversight Council. Earlier, he served as counsel to the United States Senate Permanent Subcommittee on Investigations. During that time, he led several major investigations into oil markets and energy prices, including the role of financial speculation in natural gas and crude oil prices; the effect of the Department of Energy’s program to fill the Strategic Petroleum Reserve on oil prices and energy security; the effect of increasing concentration in the gasoline refining industry on retail gasoline prices; and allegations of illegal payments by American companies to Iraq during the United Nations Oil-for-Food program.[4] From 1995-2001, Berkovitz served as deputy assistant secretary for planning, policy, and budget in the Department of Energy’s environmental management program. He was responsible for formulating and presenting to Congress the Department’s $6 billion annual budget for the clean-up of nuclear and hazardous wastes generated by the production of nuclear weapons. Prior to that, he served as counsel to the Subcommittee on Nuclear Regulation of the Senate Committee on Environment and Public Works.[5] Berkovitz serves of an adjunct professor at Georgetown University Law School, where he teaches energy trading and regulation.

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
WilmerHale (law firm) $1,186,543
WilmerHale capital account $250,001 - $500,000 $15,001 - $50,000
Georgetown University Law Center $6,500
DFA International Core Equity Portfolio Institutional Class (DFIEX) (Personal IRA) $15,001 - $50,000 $1,001 - $2,500
DFA US Core Equity II Portfolio Institutional Class (DFQTX) (Personal IRA) $50,001 - $100,000 $2,501 - $5,000
iShares Core US Aggregate Bond ETF (AGG) (Personal IRA) $1,001 - $15,000 None (or less than $201)
Vanguard Target Retirement 2025 Fund (VTTVX) (Wilmer-Hale Contribution Plan) $100,001 - $250,000 $2,501 - $5,000
WilmerHale defined benefit plan $100,001 - $250,000 None (or less than $201)
U.S. brokerage money maket account (cash) (Personal IRA) $1,001 - $15,000 None (or less than $201)
WilmerHale anticipated partnership share $500,001 - $1,000,000 None (or less than $201)

Other Income/Assets

Description Value Income
DFA T.A. U.S. Core Equity 2 Portfolio Institutional Class Fund (DFTCX) $250,001 - $500,000 $5,001 - $15,000
DFA International Core Equity Portfolio Institutional Class Fund (DFIEX) $250,001 - $500,000 $1,001 - $2,500
DFA US Core Equity II Portfolio Institutional Class Fund (DFQTX) $250,001 - $500,000 None (or less than $201)
DFA Emerging Markets Core Equity Portfolio Institutional Class Fund (DFCEX) $100,001 - $250,000 $2,501 - $5,000
DFA US Small Cap Value Portfolio Institutional Class Fund (DFSVX) $100,001 - $250,000 $2,501 - $5,000
DFA Real Estate Securities Portfolio Institutional Class Fund (DFREX) $50,001 - $100,000 $1,001 - $2,500
Stoneridge All Asset Variance Risk Premium Fund (AVRPX) $50,001 - $100,000 $5,001 - $15,000
Vanguard Dividend Appreciation Fund ETF (VIG) $50,001 - $100,000 $201 - $1,000
iShares Core U.S. Aggregate Bond ETF (AGG) $50,001 - $100,000 $1,001 - $2,500
Adobe Systems Incorporated - Common Stock $1,001 - $15,000 None (or less than $201)
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) $50,001 - $100,000 $1,001 - $2,500
Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) $50,001 - $100,000 $1,001 - $2,500
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) $50,001 - $100,000 $201 - $1,000
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) $100,001 - $250,000 $2,501 - $5,000
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) $250,001 - $500,000 $2,501 - $5,000
U.S. Bank Checking Account #1 (cash) $15,001 - $50,000 None (or less than $201)
U.S. Bank Savings/Money Market (cash) $1,001 - $15,000 None (or less than $201)
U.S. Bank Checking Account #2 (cash) $1,001 - $15,000 None (or less than $201)
U.S. Bank Checking Account #3 (cash) $100,001 - $250,000 $201 - $1,000
Gold Coins $1,001 - $15,000 None (or less than $201)
U.S. brokerage money market account (cash) $1,001 - $15,000 None (or less than $201)
DFA T.A. US Core Equity 2 Portfolio Institutional Class (DFTCX) $100,001 - $250,000 $2,501 - $5,000
DFA International Core Equity Portfolio Institutional Class (DFIEX) $100,001 - $250,000 $2,501 - $5,000
DFA US Core Equity II Portfolio Institutional Class (DFQTX) $15,001 - $50,000 $201 - $1,000
DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) $15,001 - $50,000 $201 - $1,000
Indiana CollegeChoice Direct 529 Savings Plan (Plan controlled by relative for the benefit of a dependent child.) None (or less than $1,001) $64,386
Maryland ABLE Account (Able Agressive) (Cash) $15,001 - $50,000 None (or less than $201)
DFA Global Equity Portfolio Institutional Class (DGEIX) (UTMA) $15,001 - $50,000 $201 - $1,000
Maryland College Investment Plan #1(529)
Equity Portfolio $50,001 - $100,000 None (or less than $201)
Portfolio 2018 $50,001 - $100,000 None (or less than $201)
Maryland College Investment Plan #2 (529)
Portfolio 2018 $100,001 - $250,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
WilmerHale Washington, District of Columbia Pursuant to the partnership agreement, I will receive my final partnership share distribution in April 2018. The total amount of the payments will be calculated as of that date, based on the work I performed through December 2017. Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a lump sum payment of my capital account. This payment will be calculated as of the date of my withdrawal. Sept. 16, 2013
Georgetown University Law Center Washington, District of Columbia Upon confirmation, I will resign from my position as an Adjunct Faculty Member at Georgetown University Law Center. June 16, 2010
WilmerHale Washington, District of Columbia I will not participate in this defined contribution plan after my separation. The plan is maintained by an independent U.S. brokerage firm. Sept. 16, 2013
WilmerHale Washington, District of Columbia Upon my separation from WilmerHale, the value of the assets in my defined benefit plan will be distributed in accordance with WilmerHale’s practice of paying a lumpsum distribution to partners after seperation from the firm. Sept. 16, 2013
American Bar Association Committee on Futures and Derivatives Chicago, Illinois Upon confirmation, I will resign from my position as Vice Chair of the American Bar Association Committee on Futures and Derivatives. Jan. 16, 2017

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
PNC Bank Mortgage on Personal Residence $500,001 - $1,000,000 3.875% 2012

Spouse's Employment Assets

Description Value Income Type Income Amount
Verizon salary, bonus
Verizon, Restricted Stock Units $50,001 - $100,000 None (or less than $201)
Verizon, Performance Stock Units $100,001 - $250,000 None (or less than $201)
DFA International Core Equity Portfolio Institutional Class (DFIEX) (Personal IRA) $100,001 - $250,000 $2,501 - $5,000
DFA US Core Equity II Portfolio Institutional Class (DFQTX)(Personal IRA) $250,001 - $500,000 $5,001 - $15,000
DFA US Small Cap Value Portfolio Institutional Class (DFSVX) (Personal IRA) $50,001 - $100,000 $2,501 - $5,000
DFA Real Estate Securities Portfolio Institutional Class (DFREX)(Personal IRA) $15,001 - $50,000 $1,001 - $2,500
StoneRidge Reinsurance Risk Premium Interval Fund (SRRIX(Personal IRA)) $50,001 - $100,000 None (or less than $201)
Verizon 2025 Fund (TPTP) $250,001 - $500,000 None (or less than $201)
Verizon Stock Fund (Verizon Common Stock & Cash) (Verizon Executive Compensation Plan (EDP) None (or less than $1,001) Dividends $201 - $1,000
U.S. brokerage money market account #1 (cash) $15,001 - $50,000 None (or less than $201)
U.S. brokerage money market account #2 (cash) $1,001 - $15,000 None (or less than $201)
U.S. brokerage money market account #3 (cash)(Verizon Executive Compensation Plan (EDP) $1,001 - $15,000 None (or less than $201)
Verizon Communications Inc $100,001 - $250,000 Dividends $2,501 - $5,000
Verizon 2025 Fund (UPTP) (Verizon Executive Compensation Plan (EDP) $15,001 - $50,000 None (or less than $201)
U.S. brokerage money maket account (cash) (Personal IRA) $1,001 - $15,000 None (or less than $201)

Do you know something about Dan M. Berkovitz? Send us an email at [email protected] or send a Signal message to 347-244-2134.

See more staffers at Commodity Futures Trading Commission »

Close Comment Creative Commons Donate Email Facebook Mobile Phone Podcast Print RSS Search Search Twitter WhatsApp
Current site Current page