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Daniel Matthew Best departed Oct. 31, 2018

Health and Human Services (joined: Sept. 2, 2018)

Senior Advisor to the Secretary for Drug Pricing Reform | Financial Disclosure »

Bio, via LinkedIn:

Highly accomplished, top-performing Healthcare Industry Executive with superior knowledge of the complex pharmaceutical landscape coupled with a deep understanding of the Medicare Part D program. Well-versed in building and maintaining relationships at all organizational levels, and possess a vast network within the industry to bring significant value and relationships built on trust to key stakeholders to achieve mutual financial objectives. Reputation as a national expert on the Medicare Part D program and the impact on Pharma, Health Plans and the CMS with high levels of experience in the development of strategic business plans and the ability to navigate the complex pharmaceutical economic landscape. Talent for establishing and incorporating contracting / rebate strategies which maximize value and decrease costs. Innate ability to assess existing situations, develop and implement best practices, and devise win-win solutions for companies and clients. Reputation as an empowering leader capable of transforming underperforming staff into high-functioning, results-producing teams. Expertise in: ♦ Industry Relations ♦ Value Proposition Development ♦ Contract & Rebate Development / Negotiations ♦ Medicare Part D Expertise ♦ Training / Development Expertise ♦ Client Acquisition ♦ Strategic Planning ♦ Team Leadership ♦ New Business Development ♦ Channel Strategy Development

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
CVSHEALTH $502,776
CVSHEALTH, stock options $50,001 - $100,000 None (or less than $201)
CVSHEALTH, restricted stock $250,001 - $500,000 None (or less than $201)
CVSHEALTH Deferred Compensation Plan (single-fund plan) $250,001 - $500,000 None (or less than $201)
CVSHEALTH, anticipated bonus $50,001 - $100,000 None (or less than $201)
CVSHEALTH $100,001 - $250,000 $2,501 - $5,000
CVSHEALTH, ESPP account $1,001 - $15,000 $201 - $1,000
Amazon $15,001 - $50,000 None (or less than $201)
Appian $1,001 - $15,000 None (or less than $201)
Celgene Corp $1,001 - $15,000 None (or less than $201)
ESRX - Express Script Holding Co. $1,001 - $15,000 None (or less than $201)
KERX - Keryx Biopharmaceuticals Inc $1,001 - $15,000 None (or less than $201)
KMI - Kinder Morgan Inc $15,001 - $50,000 $201 - $1,000
TLND - Taland S.A. $1,001 - $15,000 None (or less than $201)
CSJ - iShares 1-3 yr Credit Bond ETF $15,001 - $50,000 $201 - $1,000
IEMG - iShares Core MSCI Emerging Mkts ETF $15,001 - $50,000 $201 - $1,000
IUSG - iShares Russell 3000 Growth Index ETF $1,001 - $15,000 None (or less than $201)
IAU - iShares Gold Trust $15,001 - $50,000
EFA - iShares MSCI EAFE ETF $15,001 - $50,000 $201 - $1,000
SCZ - iShares MSCI EAFE small Cap ETF $50,001 - $100,000 $1,001 - $2,500
IWM - iShares Russell 2000 ETF $15,001 - $50,000 $201 - $1,000
PFF- iShares US Preferred Stock ETF $1,001 - $15,000 $201 - $1,000
XLI - Industrial Select Sector SPDR ETF $1,001 - $15,000 $201 - $1,000
XLF - Financial Select Sector ETF $15,001 - $50,000 $201 - $1,000
XLP - Consumers Staples Select Sector SPDR ETF $1,001 - $15,000 $201 - $1,000
VNQI - Vanguard Global ex-US Real Est ETF $15,001 - $50,000 $2,501 - $5,000
BIV - Vanguard Interm-Term Bond ETF $15,001 - $50,000 $1,001 - $2,500
BCOSX - Baird Core Plus Bond Inv $1,001 - $15,000
FMIJX - FMI International Fund $15,001 - $50,000 $201 - $1,000
OAKIX - Oakmark International Investor $15,001 - $50,000 $201 - $1,000
TIIRX - TIAA-CREF Growth & Income Retail $50,001 - $100,000
USAIX - USAA Income $15,001 - $50,000
VEMAX - Vanguard Emerging Mkts Stock Idx Adm $50,001 - $100,000
VEIRX - Vanguard Equity Income Adm $15,001 - $50,000 $201 - $1,000
VAIPX - Vanguard Inflation - Protected Secs. Adm $1,001 - $15,000
VWILX - Vanguard International Growth Adm $15,001 - $50,000
VFSUX - Vanguard Short Term Inv-Grade Adm $50,001 - $100,000
SWVXX - Schwab Value Adv. Money Fu $15,001 - $50,000
Cash $15,001 - $50,000
VSCPX - Vanguard Small Cap Index Inst. Plus (CVS 401k plan) $250,001 - $500,000 None (or less than $201)

Other Income/Assets

Description Value Income
ANET - Arista Networks Inc $1,001 - $15,000 None (or less than $201)
EFA - iShares MSCI EAFE ETF $1,001 - $15,000 $201 - $1,000
IWB - iShares Russell 1000 ETF $50,001 - $100,000 $1,001 - $2,500
XLY - Consumer Discret Sel Sect SPDR ETF $1,001 - $15,000 $201 - $1,000
VUG - Vanguard Growth ETF $15,001 - $50,000 $201 - $1,000
VFIAX - Vanguard 500 Index Admiral $15,001 - $50,000 $201 - $1,000
VWIUX - Vanguard Inter-Term Tax Exempt Fund $1,001 - $15,000 $201 - $1,000
Cash $1,001 - $15,000 None (or less than $201)
CSCO - Cisco Systems, Inc $1,001 - $15,000 $201 - $1,000
MA - Mastercard, Inc $15,001 - $50,000 $201 - $1,000
IWB - iShares Russell 1000 ETF $50,001 - $100,000 $201 - $1,000
VTV - Vanguard Value ETF $1,001 - $15,000 $201 - $1,000
VGHAX - Vanguard Health Care Adm $15,001 - $50,000 $201 - $1,000
VWIUX - Vanguard Inter-Term Tax Exempt Fund $1,001 - $15,000 $201 - $1,000
VIMAX - Vanguard Mid Cap Index Adm $50,001 - $100,000 $1,001 - $2,500
snps - Synopsys, Inc None (or less than $1,001) None (or less than $201)
IJR - ishares Core S&P Small Cap ETF $1,001 - $15,000 None (or less than $201)
SWPPX - Schwab S&P 300 Index $1,001 - $15,000 None (or less than $201)
VFINX - Vanguard 500 Index Investor $1,001 - $15,000 None (or less than $201)
VT - Vanguard Total World Stock ETF $1,001 - $15,000 None (or less than $201)
AET - Aetna $15,001 - $50,000
ANTM - Anthem, Inc $1,001 - $15,000
BIVV - Bioverativ, Inc (All stock bought by Sanofi in March 2018-- SO) None (or less than $1,001) None (or less than $201)
CVS - CVS Health Corp $50,001 - $100,000 $1,001 - $2,500
DBVT - DBV Technologies S.A. $1,001 - $15,000 None (or less than $201)
DODFX - Dodge & Cox International Stock $15,001 - $50,000 $201 - $1,000
HUM - Humana Inc $15,001 - $50,000 $201 - $1,000
PPRTF - Passport Potash, Inc (Stock has no value.) None (or less than $1,001) None (or less than $201)
PRMSX - T. Rowe Price Emerging Markets Stock $15,001 - $50,000 $201 - $1,000
RAD - Rite Aid Corporation $1,001 - $15,000 None (or less than $201)
VFSVX - Vanguard FTSE All-Wld ex-US Small Cap Inx Inv $15,001 - $50,000 $201 - $1,000
VWIGX - Vanguard International Growth Inv $15,001 - $50,000 $201 - $1,000
WAL - Western Alliance Bancorporation $15,001 - $50,000 $201 - $1,000
Utah 529 -- 100% in Age-Based Aggressive Global portfolio $100,001 - $250,000 $2,501 - $5,000
Condominium, Avon, OH $100,001 - $250,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
CVSHEALTH Woonsocket, Rhode Island Received options under employee incentive program; will exercise options within 60 days, sell resulting stock, and forfeit any unvested options . May 16, 2011
CVSHEALTH Woonsocket, Rhode Island Received Restricted stock under employee incentive program; Will sell vested shares and forfeit remaining shares within 60 days May 16, 2011
CVSHEALTH Woonsocket, Rhode Island Deferred compensation plan; Upon my resignation from CVS the full amount will be paid in cash in one lump sum, after which my interest in the plan will terminate. Jan. 16, 2013
CVSHEALTH Woonsocket, Rhode Island Bonus to be paid March 2018 under standard company policy. Performance-based, partially based upon individual performance and partially on company financial performance; however, fully based upon 2017 performances, so calculation of final amount will not be affected by any future matters. Jan. 16, 2011
CVSHEALTH Woonsocket, Rhode Island Empoyee Stock Purchase Plan; will terminate participation and sell all CVS stock upon separation. Jan. 16, 2012
CVSHEALTH Woonsocket, Rhode Island CVS 401(k) defined contribution plan - underlying holdings reported in Part 2; I intend to roll over this 401k plan into an independent IRA as soon after separation as possible. May 16, 2011

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Chemical Bank Mortgage (investment/ren tal property) $50,001 - $100,000 4% 2012

Spouse's Employment Assets

Description Value Income Type Income Amount
University Hospital (Hospital System), Case Western Reserve Univ., Cleveland, OH salary $34,698
DFSTX - DFA US Small Cap $100,001 - $250,000
AAPL - Apple Inc $15,001 - $50,000 Dividends $201 - $1,000
IWM - iShares Russell 2000 ETF (Single fund tracking basket of five international funds:Templeton Foreign Equity Fund (TFEQX); American Funds EuroPacific Growth Fund (RERGX); Vanguard International Growth Fund (VWILX); Vanguard Total International Stock Index Fund (VTPSX); and (VDIPX) Vanguard Developed Market Index) $1,001 - $15,000 None (or less than $201)
IWR - iShares RUssell Mid Cap ETF $1,001 - $15,000 None (or less than $201)
GTLLX - Glenmede LArge Cap Growth $1,001 - $15,000 $201 - $1,000
VeiRX - Vanguard Equity Income Adm $1,001 - $15,000 None (or less than $201)
VFSUX - Vanguard Short Term Inv Grade Adm $1,001 - $15,000
SAMFX - Virtus Seix total Return Bond I $1,001 - $15,000
Cash $1,001 - $15,000

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

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