Democrat · House NY10
Wikipedia biography ↗Years Elected: About 3.8Rank: #76
Federal elected service; earlier service not yet verified.
11.73%
Cumulative estimated return
SPY: 13.01%
Outperformance: -1.28 percentage points
2025-10-24 – 2026-10-26
40.77%
Cumulative estimated return
SPY: 85.52%
Outperformance: -44.75 percentage points
2023-10-26 – 2026-10-26
53.27%
Cumulative estimated return
SPY: 102.88%
Outperformance: -49.61 percentage points
2022-06-30 – 2026-10-26
As of Oct 26, 2026. 1145 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AVTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $16.05Oct 30, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3.46Oct 30, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $466.55Oct 30, 2026 | Unavailable |
| LEVI | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $22.50Oct 30, 2026 | Unavailable |
| AMG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $381.57Oct 30, 2026 | Unavailable |
| ALLE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $186.44Oct 30, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $81.90Oct 30, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $50.01Oct 30, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $122.64Oct 30, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $20.91Oct 30, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $80.05Oct 30, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $64.94Oct 30, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $184.30Oct 30, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $165.61Oct 30, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $410.00Oct 30, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AAON, Inc. (AAON) [ST] | not_reported | 219.1517531044556070564708688 | 15515.94 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ameren Corporation (AEE) [ST] | not_reported | 830.0188136343514829570606463 | 89708.43 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ American Electric Power Company, Inc. (AEP) [ST] | not_reported | 83.39066082968521992912236815 | 10775.74 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The AES Corporation (AES) [ST] | not_reported | 1546.906235126130414088529272 | 23250.00 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Allegiant Travel Company (ALGT) [ST] | not_reported | 70.74453974710407639932796887 | 4852.37 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Artivion, Inc. (AORT) [ST] | not_reported | 423.7552966101694915254237288 | 9737.90 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Appian Corporation - Class A (APPN) [ST] | not_reported | 686.2436655405405405405405405 | 35389.59 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ AptarGroup, Inc. (ATR) [ST] | not_reported | 314.8968123243871717856796822 | 40013.94 |
| Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) [ST] | not_reported | 698.1239092495636998254799302 | 12070.56 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Church & Dwight Company, Inc. (CHD) [ST] | not_reported | 350.7500539607165983164256421 | 36962.04 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Chipotle Mexican Grill, Inc. (CMG) [ST] | not_reported | 2868.614506678090050946253997 | 81497.34 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ConocoPhillips (COP) [ST] | not_reported | 2783.665516089522324908139406 | 421363.45 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Chevron Corporation (CVX) [ST] | not_reported | 1263.993645531150711424229866 | 293259.17 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Casella Waste Systems, Inc. - Class A (CWST) [ST] | not_reported | 1031.927627958172812328013209 | 99230.16 |
| Darling Ingredients Inc. (DAR) [ST] | not_reported | 3.3759942894683646654538104 | 192.97 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DoorDash, Inc. Class A (DASH) [ST] | not_reported | 124.6766401745363877201184354 | 21000.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DT Midstream, Inc. (DTM) [ST] | not_reported | 163.2088943288453692370461036 | 20711.21 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Devon Energy Corporation (DVN) [ST] | not_reported | 734.9119941934313191798221738 | 37950.86 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ EOG Resources, Inc. (EOG) [ST] | not_reported | 751.5483520463600144875045273 | 123013.43 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Equinor ASA (EQNR) [ST] | not_reported | 934.9971231300345224395857307 | 44973.36 |
| Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ EQT Corporation (EQT) [ST] | not_reported | 232.5726744186046511627906977 | 12756.61 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Diamondback Energy, Inc. (FANG) [ST] | not_reported | 751.1473380107304993809327280 | 155585.15 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ TechnipFMC plc Ordinary Share (FTI) [ST] | not_reported | 4829.197622585438335809806835 | 340023.80 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 1262.542926402262473907480978 | 1127804.35 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Helmerich & Payne, Inc. (HP) [ST] | not_reported | 1741.767301439851370181142592 | 69339.76 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Henry Schein, Inc. (HSIC) [ST] | not_reported | 104.2546260099035704977847277 | 8810.56 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Hexcel Corporation (HXL) [ST] | not_reported | 621.3056776906901166125023896 | 49542.91 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ IDACORP, Inc. (IDA) [ST] | not_reported | 306.8400679758308157099697885 | 43022.05 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kirby Corporation (KEX) [ST] | not_reported | 534.1962524654832347140039448 | 71918.84 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Kosmos Energy Ltd. Common Shares (KOS) [ST] | not_reported | 28271.48626817447495961227787 | 80573.74 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST] | not_reported | 2341.534582132564841498559078 | 94668.24 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST] | not_reported | 144648.0472516875602700096432 | 3159113.35 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Littelfuse, Inc. (LFUS) [ST] | not_reported | 127.9345772319319792158715163 | 46572.02 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Lennox International, Inc. (LII) [ST] | not_reported | 157.3188440873227164916017232 | 57522.06 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alliant Energy Corporation (LNT) [ST] | not_reported | 136.5040095546835011090257635 | 9487.03 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ LXP Industrial Trust Common Stock (LXP) [ST] | not_reported | 148.9851024208566108007448790 | 9104.48 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Marathon Petroleum Corporation (MPC) [ST] | not_reported | 1307.638973360904999391801484 | 615427.21 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Monolithic Power Systems, Inc. (MPWR) [ST] | not_reported | 195.2934590146859702114363087 | 227960.20 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Matador Resources Company (MTDR) [ST] | not_reported | 515.1641983258209916291049580 | 30956.22 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Nabors Industries Ltd. (NBR) [ST] | not_reported | 119.4996265870052277819268111 | 9833.62 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Neogen Corporation (NEOG) [ST] | not_reported | 332.1087588210875882108758821 | 4055.05 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ NiSource Inc (NI) [ST] | not_reported | 1102.085452695829094608341811 | 47874.59 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | not_reported | 10209.48014566230552578858835 | 87866.29 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ New York Times Company (NYT) [ST] | not_reported | 1164.892473118279569892473118 | 82311.30 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ONEOK, Inc. (OKE) [ST] | not_reported | 729.7477477477477477477477478 | 70318.49 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST] | not_reported | 1409.663722826086956521739130 | 90317.15 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pinnacle West Capital Corporation (PNW) [ST] | not_reported | 109.4160284463894967177242888 | 11525.88 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ PPL Corporation (PPL) [ST] | not_reported | 294.8949502395871728713601180 | 10297.73 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Phillips 66 (PSX) [ST] | not_reported | 493.9748749847542383217465545 | 142684.64 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Rexford Industrial Realty, Inc. (REXR) [ST] | not_reported | 564.3427678416391734676159055 | 21445.03 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Royal Gold, Inc. (RGLD) [ST] | not_reported | 379.2938752575388649559842667 | 88796.49 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Range Resources Corporation (RRC) [ST] | not_reported | 2626.303030303030303030303030 | 140664.79 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ SiteOne Landscape Supply, Inc. (SITE) [ST] | not_reported | 630.9455707916210986792294103 | 64047.28 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snap Inc. Class A (SNAP) [ST] | not_reported | 2475.285605483625285605483625 | 15693.31 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Southern Company (SO) [ST] | not_reported | 1051.752909830318328425185808 | 97360.77 |
| Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST] | not_reported | 1735.466377440347071583514100 | 5865.88 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Twist Bioscience Corporation (TWST) [ST] | not_reported | 929.6481693363844393592677346 | 135031.40 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Physical Therapy, Inc. (USPH) [ST] | not_reported | 73.26465201465201465201465201 | 6494.91 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vonage Holdings Corp. (VG) [ST] | not_reported | 1725.079617834394904458598726 | 23737.10 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Viavi Solutions Inc. (VIAV) [ST] | not_reported | 3061.300075585789871504157218 | 97594.25 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Valero Energy Corporation (VLO) [ST] | not_reported | 456.3558524651863003387278886 | 194754.42 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | not_reported | 1446.115901912771922353525675 | 748350.52 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 1356.448247078464106844741235 | 150728.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Wix.com Ltd. - Ordinary Shares (WIX) [ST] | not_reported | 122.0518688024408848207475210 | 9810.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 769.0323614226209548221723807 | 55178.07 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Xcel Energy Inc. (XEL) [ST] | not_reported | 459.3061051441492368569813454 | 35761.57 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 4758.302195235871088276506305 | 878097.09 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Zurn Elkay Water Solutions Corporation (ZWS) [ST] | not_reported | 1193.116740088105726872246696 | 58844.52 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | spouse | 93.51841028638223261250730567 | 7587.15 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | spouse | 50.24808441150609219947242809 | 8955.21 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST] | spouse | 27.75253226030248369640627168 | 10850.41 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST] | spouse | 145.4636363636363636363636364 | 7348.82 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) [ST] | spouse | 278.5200102836575542034450253 | 33712.06 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST] | spouse | 485.1728320194057004244996968 | 9994.56 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) [ST] | spouse | 43.96362237608528409715353336 | 7396.00 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. (IR) [ST] | spouse | 100.9909113860136329209795506 | 7525.84 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9358.94 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. - Class A (META) [ST] | spouse | 49.23646775439712766440939872 | 31046.55 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) [ST] | spouse | 45.06562271165436827578437447 | 8269.09 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies plc (TT) [ST] | spouse | 83.50590955806783144912641316 | 37997.69 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) [ST] | spouse | 71.81132752894713221434341621 | 8638.18 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
2302 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| SPGI — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 11, 2025 | Sep 14, 2026 |
| SPGI — S&P Global Inc. Common Stock (SPGI) [ST] | Not reported | Sale | Feb 11, 2025 | Sep 11, 2026 |
| SIGCY — Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ SIG GROUP AG UNSP/ADR (SIGCY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 3, 2023 | Sep 14, 2026 |
| WTKWY — Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ Wolters Kluwer N V Ord American Depositary Shares (WTKWY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 3, 2023 | Sep 14, 2026 |
| SIGCY — SIG GROUP AG UNSP/ADR (SIGCY) [ST] | Not reported | Sale | Aug 3, 2023 | Sep 12, 2026 |
| WTKWY — Wolters Kluwer N V Ord American Depositary Shares (WTKWY) [ST] | Not reported | Sale | Aug 3, 2023 | Sep 12, 2026 |
| NOC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 19, 2023 | Sep 14, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale | Jul 19, 2023 | Sep 12, 2026 |
| ABBV — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| MO — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Altria Group, Inc. (MO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| APTV — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Aptiv PLC Ordinary Shares (APTV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| T — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| KO — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Coca-Cola Company (KO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| COIN — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Coinbase Global, Inc. - Class A (COIN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| DAR — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Darling Ingredients Inc. (DAR) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| F — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Ford Motor Company (F) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| JNJ — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| MRK — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| PLD — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| TEL — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| THO — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Thor Industries, Inc. (THO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| TMUS — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ T-Mobile US, Inc. (TMUS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| TSN — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Tyson Foods, Inc. (TSN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| VTR — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Ventas, Inc. (VTR) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| ZTS — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Zoetis Inc. Class A (ZTS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| APTV — Aptiv PLC Ordinary Shares (APTV) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| COIN — Coinbase Global, Inc. - Class A (COIN) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| DAR — Darling Ingredients Inc. (DAR) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| F — Ford Motor Company (F) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| THO — Thor Industries, Inc. (THO) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| TSN — Tyson Foods, Inc. (TSN) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| VTR — Ventas, Inc. (VTR) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Not reported | Sale | Jul 14, 2023 | Sep 12, 2026 |
| MMM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ 3M Company (MMM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| ABBV — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| AAP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Advance Auto Parts Inc. (AAP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| ADC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Agree Realty Corporation (ADC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| ALEX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| AYX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alteryx, Inc. Class A (AYX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
| MO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Altria Group, Inc. (MO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 12, 2023 | Sep 14, 2026 |
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.