Elected Trades

All politicians

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.

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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
AVTRNot reported$1,001 - $15,000UnavailableUnavailable$15.61Sep 16, 2026Unavailable
TBLANot reported$1,001 - $15,000UnavailableUnavailable$3.81Sep 16, 2026Unavailable
SPGINot reportedNoneUnavailableUnavailable$406.76Sep 16, 2026Unavailable
LEVINot reported$1,000,001 - $5,000,000UnavailableUnavailable$19.65Sep 16, 2026Unavailable
AMGSpouse$1,001 - $15,000UnavailableUnavailable$342.82Sep 16, 2026Unavailable
ALLESpouse$1,001 - $15,000UnavailableUnavailable$152.81Sep 16, 2026Unavailable
AIGSpouse$1,001 - $15,000UnavailableUnavailable$76.07Sep 16, 2026Unavailable
BACSpouse$1,001 - $15,000UnavailableUnavailable$57.90Sep 16, 2026Unavailable
CSpouse$15,001 - $50,000UnavailableUnavailable$132.95Sep 16, 2026Unavailable
ETSpouse$1,001 - $15,000UnavailableUnavailable$21.11Sep 16, 2026Unavailable
IRSpouse$1,001 - $15,000UnavailableUnavailable$71.44Sep 16, 2026Unavailable
METASpouse$15,001 - $50,000UnavailableUnavailable$673.31Sep 16, 2026Unavailable
MDLZSpouse$1,001 - $15,000UnavailableUnavailable$62.36Sep 16, 2026Unavailable
MSSpouse$1,001 - $15,000UnavailableUnavailable$202.42Sep 16, 2026Unavailable
HSYSpouse$1,001 - $15,000UnavailableUnavailable$170.79Sep 16, 2026Unavailable
TTSpouse$15,001 - $50,000UnavailableUnavailable$421.68Sep 16, 2026Unavailable
WMTSpouse$1,001 - $15,000UnavailableUnavailable$107.50Sep 16, 2026Unavailable

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
AssetOwnerEstimated unitsEstimated value
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AAON, Inc. (AAON) [ST]not_reported219.151751103435435505520128716287.36
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ameren Corporation (AEE) [ST]not_reported830.018813634351482957060646385508.54
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The AES Corporation (AES) [ST]not_reported1546.90623512613041408852927222894.21
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Allegiant Travel Company (ALGT) [ST]not_reported70.744539747104076399327968875529.39
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Church & Dwight Company, Inc. (CHD) [ST]not_reported350.750053960716598316425642133149.39
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Casella Waste Systems, Inc. - Class A (CWST) [ST]not_reported1031.92762795817281232801320993224.34
Darling Ingredients Inc. (DAR) [ST]not_reported3.3759942894683646654538104224.64
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DT Midstream, Inc. (DTM) [ST]not_reported163.208894328845369237046103620414.17
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Duke Energy Corporation (DUK) [ST]not_reported699.566271803003451170599757582387.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Devon Energy Corporation (DVN) [ST]not_reported734.911994193431319179822173837723.03
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Equinor ASA (EQNR) [ST]not_reported934.997123130034522439585730742776.12
Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST]not_reported1262.5429264022624739074809781233087.80
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Helmerich & Payne, Inc. (HP) [ST]not_reported1741.76730143985137018114259275679.79
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Henry Schein, Inc. (HSIC) [ST]not_reported104.25462600990357049778472779124.36
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Hexcel Corporation (HXL) [ST]not_reported621.305677690690116612502389656762.49
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ IDACORP, Inc. (IDA) [ST]not_reported306.840067975830815709969788540711.54
Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Kosmos Energy Ltd. Common Shares (KOS) [ST]not_reported28271.4862681744749596122778787358.89
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST]not_reported2341.534582132564841498559078111503.88
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Littelfuse, Inc. (LFUS) [ST]not_reported127.934577231931979215871516350619.87
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Lennox International, Inc. (LII) [ST]not_reported157.318844087322716491601723256979.31
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Matador Resources Company (MTDR) [ST]not_reported515.164198325820991629104958032542.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ NiSource Inc (NI) [ST]not_reported1102.08545269582909460834181144733.65
Nokia Corporation Sponsored American Depositary Shares (NOK) [ST]not_reported10209.48014566230552578858835100461.28
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ New York Times Company (NYT) [ST]not_reported1164.89247311827956989247311883534.44
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST]not_reported1409.66372282608695652173913089541.84
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Rexford Industrial Realty, Inc. (REXR) [ST]not_reported564.342767841639173467615905521794.92
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ SiteOne Landscape Supply, Inc. (SITE) [ST]not_reported630.945570791621098679229410355270.83
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snap Inc. Class A (SNAP) [ST]not_reported2475.28560548362528560548362514430.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ TotalEnergies SE (TTE) [ST]not_reported2109.517268445839874411302983196438.25
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Twist Bioscience Corporation (TWST) [ST]not_reported929.6481693363844393592677346128384.41
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Physical Therapy, Inc. (USPH) [ST]not_reported73.264652014652014652014652015989.39
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vonage Holdings Corp. (VG) [ST]not_reported1725.07961783439490445859872626376.47
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Valero Energy Corporation (VLO) [ST]not_reported456.3558524651863003387278886181191.53
Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]not_reported1446.115901912771922353525675744214.63
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST]not_reported1356.448247078464106844741235140405.96
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Xcel Energy Inc. (XEL) [ST]not_reported459.306105144149236856981345433295.10
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Exxon Mobil Corporation (XOM) [ST]not_reported4758.302195235871088276506305805675.73
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Zurn Elkay Water Solutions Corporation (ZWS) [ST]not_reported1193.11674008810572687224669655098.13
E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST]spouse93.518410286382232612507305677058.77
E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST]spouse27.752532260302483696406271689656.22
E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST]spouse145.46363636363636363636363648658.00
E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST]spouse485.172832019405700424499696810348.74
E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) [ST]spouse43.963622376085284097153533367492.28
E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]spouse148.62530187627716886494519789229.63

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
USB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Bancorp (USB) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 716 · Annual
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 14, 2026
UGI — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ UGI Corporation (UGI) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 719 · Annual
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
UAL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ United Airlines Holdings, Inc. (UAL) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 722 · Annual
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
VTR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ventas, Inc. (VTR) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 733 · Annual
not_reported · S · $15,001 - $50,000

Apr 10, 2023Sep 14, 2026
VCYT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Veracyte, Inc. (VCYT) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 734 · Annual
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
VZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Verizon Communications Inc. (VZ) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 737 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 10, 2023Sep 14, 2026
VTRS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Viatris Inc. (VTRS) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 741 · Annual
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
WBS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Webster Financial Corporation (WBS) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 744 · Annual
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 14, 2026
WFC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Wells Fargo & Company (WFC) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 745 · Annual
not_reported · S (partial) · $50,001 - $100,000

Apr 10, 2023Sep 14, 2026
WY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Weyerhaeuser Company (WY) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 749 · Annual
not_reported · S · $15,001 - $50,000

Apr 10, 2023Sep 14, 2026
WPM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Wheaton Precious Metals Corp Common Shares (WPM) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 751 · Annual
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
WTW — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 753 · Annual
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
ZTS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Zoetis Inc. Class A (ZTS) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 758 · Annual
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 14, 2026
ZS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Zscaler, Inc. (ZS) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 759 · Annual
not_reported · S · $15,001 - $50,000

Apr 10, 2023Sep 14, 2026
ABBV — AbbVie Inc. (ABBV) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
AKR — Acadia Realty Trust (AKR) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 3 · Ptr
not_reported · P · $50,001 - $100,000

Apr 10, 2023Sep 12, 2026
AFRM — Affirm Holdings, Inc. - Class A (AFRM) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
AGNC — AGNC Investment Corp. (AGNC) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
ALB — Albemarle Corporation (ALB) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 6 · Ptr
not_reported · S · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
ATUS — Altice USA, Inc. Class A (ATUS) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
MO — Altria Group, Inc. (MO) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
AMZN — Amazon.com, Inc. (AMZN) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 9 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
AAT — American Assets Trust, Inc. (AAT) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
AIG — American International Group, Inc. New (AIG) [ST]Not reportedSale (mixed sale types)
Source rows (2)

$16,002–$65,000

Original ↗ · Row 11 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Original ↗ · Row 12 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
AMT — American Tower Corporation (AMT) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 13 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
FOLD — Amicus Therapeutics, Inc. (FOLD) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
APO — Apollo Global Management, Inc. (APO) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 15 · Ptr
not_reported · S · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
AAPL — Apple Inc. (AAPL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 16 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
APTV — Aptiv PLC Ordinary Shares (APTV) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 17 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
ANET — Arista Networks, Inc. (ANET) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
ARRY — Array Technologies, Inc. (ARRY) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
TEAM — Atlassian Corporation - Class A (TEAM) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
CAR — Avis Budget Group, Inc. (CAR) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
AXS — Axis Capital Holdings Limited (AXS) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
BAC — Bank of America Corporation (BAC) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 23 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
BILL — BILL Holdings, Inc. (BILL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 24 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
BMY — Bristol-Myers Squibb Company (BMY) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 25 · Ptr
not_reported · P · $50,001 - $100,000

Apr 10, 2023Sep 12, 2026
CADE — Cadence Bank (CADE) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
CPT — Camden Property Trust (CPT) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 27 · Ptr
not_reported · S · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
COF — Capital One Financial Corporation (COF) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 28 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
CAT — Caterpillar, Inc. (CAT) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 29 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
CNC — Centene Corporation (CNC) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 30 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
CHX — ChampionX Corporation (CHX) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 32 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
CHPT — ChargePoint Holdings, Inc. (CHPT) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 33 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
GTLS — Chart Industries, Inc. (GTLS) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 34 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
CB — Chubb Limited (CB) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 35 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
CFG — Citizens Financial Group, Inc. (CFG) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 36 · Ptr
not_reported · P · $15,001 - $50,000

Apr 10, 2023Sep 12, 2026
YOU — Clear Secure, Inc. Class A (YOU) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Ptr
not_reported · S · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026
CLF — Cleveland-Cliffs Inc. (CLF) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 38 · Ptr
not_reported · P · $1,001 - $15,000

Apr 10, 2023Sep 12, 2026

All disclosures

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

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