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.
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
- CVSHEALTH VP Trade Relations
Former Compensation Sources
- CVSHEALTH VP for Trade Relations
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 |
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