Daniel Goldman

Updated Sep 14, 2026

Democrat · House NY10

Wikipedia biography ↗Years Elected: About 3.7Rank: #74

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2023 – Sep 17, 2026

Estimated public-equity portfolio performance

1 year

10.27%

Cumulative estimated return

SPY: 14.60%
Outperformance: -4.33 percentage points

2025-09-15 – 2026-09-15

Missing information

495 rows without a saved price.
433 sales exceeding observed holdings (unmatched amount omitted).

3 years

32.28%

Cumulative estimated return

SPY: 70.83%
Outperformance: -38.55 percentage points

2023-09-15 – 2026-09-15

Missing information

495 rows without a saved price.
433 sales exceeding observed holdings (unmatched amount omitted).

5 years

52.48%

Cumulative estimated return

SPY: 100.77%
Outperformance: -48.29 percentage points

2022-06-30 – 2026-09-15

Missing information

495 rows without a saved price.
433 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2022-06-30.

As of Sep 15, 2026. 1145 parsed trades. Ranks use three-year return.

How estimates are calculated

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.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
AVTR	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$15.61Sep 16, 2026	Unavailable
TBLA	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$3.81Sep 16, 2026	Unavailable
SPGI	Not reported	None	Unavailable	Unavailable	$406.76Sep 16, 2026	Unavailable
LEVI	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$19.65Sep 16, 2026	Unavailable
AMG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$342.82Sep 16, 2026	Unavailable
ALLE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$152.81Sep 16, 2026	Unavailable
AIG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$76.07Sep 16, 2026	Unavailable
BAC	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$57.90Sep 16, 2026	Unavailable
C	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$132.95Sep 16, 2026	Unavailable
ET	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$21.11Sep 16, 2026	Unavailable
IR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$71.44Sep 16, 2026	Unavailable
META	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$673.31Sep 16, 2026	Unavailable
MDLZ	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$62.36Sep 16, 2026	Unavailable
MS	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$202.42Sep 16, 2026	Unavailable
HSY	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$170.79Sep 16, 2026	Unavailable
TT	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$421.68Sep 16, 2026	Unavailable
WMT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$107.50Sep 16, 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.

Estimated positions as of Sep 15, 2026

Asset	Owner	Estimated units	Estimated value
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AAON, Inc. (AAON) [ST]	not_reported	219.1517511034354355055201287	16287.36
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ameren Corporation (AEE) [ST]	not_reported	830.0188136343514829570606463	85508.54
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The AES Corporation (AES) [ST]	not_reported	1546.906235126130414088529272	22894.21
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Allegiant Travel Company (ALGT) [ST]	not_reported	70.74453974710407639932796887	5529.39
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Church & Dwight Company, Inc. (CHD) [ST]	not_reported	350.7500539607165983164256421	33149.39
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Casella Waste Systems, Inc. - Class A (CWST) [ST]	not_reported	1031.927627958172812328013209	93224.34
Darling Ingredients Inc. (DAR) [ST]	not_reported	3.3759942894683646654538104	224.64
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DT Midstream, Inc. (DTM) [ST]	not_reported	163.2088943288453692370461036	20414.17
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Duke Energy Corporation (DUK) [ST]	not_reported	699.5662718030034511705997575	82387.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Devon Energy Corporation (DVN) [ST]	not_reported	734.9119941934313191798221738	37723.03
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Equinor ASA (EQNR) [ST]	not_reported	934.9971231300345224395857307	42776.12
Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST]	not_reported	1262.542926402262473907480978	1233087.80
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Helmerich & Payne, Inc. (HP) [ST]	not_reported	1741.767301439851370181142592	75679.79
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Henry Schein, Inc. (HSIC) [ST]	not_reported	104.2546260099035704977847277	9124.36
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Hexcel Corporation (HXL) [ST]	not_reported	621.3056776906901166125023896	56762.49
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ IDACORP, Inc. (IDA) [ST]	not_reported	306.8400679758308157099697885	40711.54
Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Kosmos Energy Ltd. Common Shares (KOS) [ST]	not_reported	28271.48626817447495961227787	87358.89
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST]	not_reported	2341.534582132564841498559078	111503.88
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Littelfuse, Inc. (LFUS) [ST]	not_reported	127.9345772319319792158715163	50619.87
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Lennox International, Inc. (LII) [ST]	not_reported	157.3188440873227164916017232	56979.31
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Matador Resources Company (MTDR) [ST]	not_reported	515.1641983258209916291049580	32542.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ NiSource Inc (NI) [ST]	not_reported	1102.085452695829094608341811	44733.65
Nokia Corporation Sponsored American Depositary Shares (NOK) [ST]	not_reported	10209.48014566230552578858835	100461.28
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ New York Times Company (NYT) [ST]	not_reported	1164.892473118279569892473118	83534.44
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST]	not_reported	1409.663722826086956521739130	89541.84
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Rexford Industrial Realty, Inc. (REXR) [ST]	not_reported	564.3427678416391734676159055	21794.92
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ SiteOne Landscape Supply, Inc. (SITE) [ST]	not_reported	630.9455707916210986792294103	55270.83
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snap Inc. Class A (SNAP) [ST]	not_reported	2475.285605483625285605483625	14430.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ TotalEnergies SE (TTE) [ST]	not_reported	2109.517268445839874411302983	196438.25
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Twist Bioscience Corporation (TWST) [ST]	not_reported	929.6481693363844393592677346	128384.41
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Physical Therapy, Inc. (USPH) [ST]	not_reported	73.26465201465201465201465201	5989.39
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vonage Holdings Corp. (VG) [ST]	not_reported	1725.079617834394904458598726	26376.47
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Valero Energy Corporation (VLO) [ST]	not_reported	456.3558524651863003387278886	181191.53
Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]	not_reported	1446.115901912771922353525675	744214.63
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST]	not_reported	1356.448247078464106844741235	140405.96
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Xcel Energy Inc. (XEL) [ST]	not_reported	459.3061051441492368569813454	33295.10
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Exxon Mobil Corporation (XOM) [ST]	not_reported	4758.302195235871088276506305	805675.73
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Zurn Elkay Water Solutions Corporation (ZWS) [ST]	not_reported	1193.116740088105726872246696	55098.13
E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST]	spouse	93.51841028638223261250730567	7058.77
E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST]	spouse	27.75253226030248369640627168	9656.22
E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST]	spouse	145.4636363636363636363636364	8658.00
E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST]	spouse	485.1728320194057004244996968	10348.74
E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) [ST]	spouse	43.96362237608528409715353336	7492.28
E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]	spouse	148.6253018762771688649451978	9229.63

Completed trades

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. 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.

All trades

2302 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
INSP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Inspire Medical Systems, Inc. (INSP) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 499 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
PODD — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Insulet Corporation (PODD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 500 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
IFF — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ International Flavors & Fragrances, Inc. (IFF) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 504 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
IQV — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ IQVIA Holdings, Inc. (IQV) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 512 · Annual not_reported · S (partial) · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
JKHY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Jack Henry & Associates, Inc. (JKHY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 514 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
JBGS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ JBG SMITH Properties Common Shares (JBGS) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 519 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
JCI — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 523 · Annual not_reported · S · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
JLL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Jones Lang LaSalle Incorporated (JLL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 524 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
JPM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ JP Morgan Chase & Co. (JPM) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 525 · Annual not_reported · S (partial) · $50,001 - $100,000	Apr 10, 2023	Sep 14, 2026
KRTX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Karuna Therapeutics, Inc. (KRTX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 526 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
KDP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Keurig Dr Pepper Inc. (KDP) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 529 · Annual not_reported · S (partial) · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
KR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kroger Company (KR) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 538 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
LC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ LendingClub Corporation (LC) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 544 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
FWONK — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Liberty Media Corporation - Series C Liberty Formula One (FWONK) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 548 · Annual not_reported · S · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
LPSN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ LivePerson, Inc. (LPSN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 551 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MTB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ M&T Bank Corporation (MTB) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 560 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MDGL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Madrigal Pharmaceuticals, Inc. (MDGL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 562 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MRVI — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Maravai LifeSciences Holdings, Inc. - Class A common stock (MRVI) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 563 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MKTX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ MarketAxess Holdings, Inc. (MKTX) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 564 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
VAC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Marriott Vacations Worldwide Corporation (VAC) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 567 · Annual not_reported · S · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
MRK — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 577 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MSFT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Microsoft Corporation (MSFT) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 581 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
MLKN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ MillerKnoll, Inc. (MLKN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 583 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MRTX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Mirati Therapeutics, Inc. (MRTX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 585 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
MRNA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Moderna, Inc. (MRNA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 587 · Annual not_reported · P · $50,001 - $100,000	Apr 10, 2023	Sep 14, 2026
MOH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Molina Healthcare Inc (MOH) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 589 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
MDLZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 593 · Annual not_reported · P · $50,001 - $100,000	Apr 10, 2023	Sep 14, 2026
MOS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Mosaic Company (MOS) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 594 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
NDAQ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Nasdaq, Inc. (NDAQ) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 596 · Annual not_reported · S (partial) · $50,001 - $100,000	Apr 10, 2023	Sep 14, 2026
NTRA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Natera, Inc. (NTRA) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 598 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
NEM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Newmont Corporation (NEM) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 601 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
NTNX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Nutanix, Inc. - Class A (NTNX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 608 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
OGS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ONE Gas, Inc. (OGS) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 609 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
OUT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ OUTFRONT Media Inc. (OUT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 611 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
PFE — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pfizer, Inc. (PFE) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 622 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
PLUG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Plug Power, Inc. (PLUG) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 630 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
QTWO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Q2 Holdings, Inc. (QTWO) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 637 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
RNG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ringcentral, Inc. Class A (RNG) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 647 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
RBA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ritchie Bros. Auctioneers Incorporated (RBA) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 648 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
ROKU — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Roku, Inc. - Class A (ROKU) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 653 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
SRPT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Sarepta Therapeutics, Inc. (SRPT) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 661 · Annual not_reported · S · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
SBAC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ SBA Communications Corporation - Class A (SBAC) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 665 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
SHLS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Shoals Technologies Group, Inc. - Class A (SHLS) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 672 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
SPG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Simon Property Group, Inc. (SPG) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 676 · Annual not_reported · S · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
SYF — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Synchrony Financial (SYF) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 691 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
SYY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Sysco Corporation (SYY) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 694 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
TFX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Teleflex Incorporated (TFX) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 698 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
TSLA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Tesla, Inc. (TSLA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 702 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026
KHC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The Kraft Heinz Company (KHC) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 704 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2023	Sep 14, 2026
TFC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Truist Financial Corporation (TFC) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 711 · Annual not_reported · P · $15,001 - $50,000	Apr 10, 2023	Sep 14, 2026

All disclosures

20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Aug 13, 2026	Daniel Goldman — Annual report filed 2026-08-13 Annual	Dec 31, 2025	Needs review
Apr 6, 2026	Daniel Goldman — Financial disclosure (X) filed 2026-04-06 Financial	Not established	Parsed
Aug 13, 2025	Daniel Goldman — Annual report filed 2025-08-13 Annual	Dec 31, 2024	Needs review
May 14, 2025	Daniel Goldman — Financial disclosure (X) filed 2025-05-14 Financial	Not established	Parsed
Mar 28, 2025	Daniel Goldman — PTR filed 2025-03-28 Ptr	Not established	Parsed
Aug 13, 2024	Daniel Goldman — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
Apr 18, 2024	Daniel Goldman — Financial disclosure (X) filed 2024-04-18 Financial	Not established	Parsed
Sep 17, 2023	Daniel Goldman — PTR filed 2023-09-17 Ptr	Not established	Parsed
Aug 13, 2023	Daniel Goldman — Financial disclosure (H) filed 2023-08-13 Financial	Not established	Needs review
Aug 13, 2023	Daniel Goldman — Financial disclosure (C) filed 2023-08-13 Financial	Jun 30, 2022	Parsed
Aug 13, 2023	Daniel Goldman — PTR filed 2023-08-13 Ptr	Not established	Parsed
Jul 24, 2023	Daniel Goldman — PTR filed 2023-07-24 Ptr	Not established	Parsed
Jun 15, 2023	Daniel Goldman — PTR filed 2023-06-15 Ptr	Not established	Parsed
May 19, 2023	Daniel Goldman — PTR filed 2023-05-19 Ptr	Not established	Parsed
May 8, 2023	Daniel Goldman — Financial disclosure (X) filed 2023-05-08 Financial	Not established	Parsed
Apr 17, 2023	Daniel Goldman — PTR filed 2023-04-17 Ptr	Not established	Parsed
Mar 20, 2023	Daniel Goldman — PTR filed 2023-03-20 Ptr	Not established	Parsed
Feb 24, 2023	Daniel Goldman — PTR filed 2023-02-24 Ptr	Not established	Parsed
Jul 29, 2022	Daniel Goldman — Financial disclosure (C) filed 2022-07-29 Annual	Not established	Needs review
Jul 8, 2022	Daniel Goldman — Financial disclosure (X) filed 2022-07-08 Financial	Not established	Parsed