Democrat · House NY10
Wikipedia biography ↗Years Elected: About 3.8Rank: #79
Federal elected service; earlier service not yet verified.
12.81%
Cumulative estimated return
SPY: 10.27%
Outperformance: 2.54 percentage points
2025-10-31 – 2026-11-02
36.31%
Cumulative estimated return
SPY: 74.60%
Outperformance: -38.29 percentage points
2023-11-02 – 2026-11-02
53.67%
Cumulative estimated return
SPY: 99.36%
Outperformance: -45.69 percentage points
2022-06-30 – 2026-11-02
As of Nov 2, 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 | $15.59Nov 3, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3.40Nov 3, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $466.03Nov 3, 2026 | Unavailable |
| LEVI | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $22.87Nov 3, 2026 | Unavailable |
| AMG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $369.46Nov 3, 2026 | Unavailable |
| ALLE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $189.35Nov 3, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $80.53Nov 3, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $49.66Nov 3, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $122.71Nov 3, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $20.16Nov 3, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $84.56Nov 3, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $621.03Nov 3, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $65.12Nov 3, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $186.09Nov 3, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $167.54Nov 3, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $417.44Nov 3, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $124.86Nov 3, 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 | 14900.13 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ameren Corporation (AEE) [ST] | not_reported | 830.0188136343514829570606463 | 92480.70 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ American Electric Power Company, Inc. (AEP) [ST] | not_reported | 83.39066082968521992912236815 | 10868.30 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The AES Corporation (AES) [ST] | not_reported | 1546.906235126130414088529272 | 23048.90 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Allegiant Travel Company (ALGT) [ST] | not_reported | 70.74453974710407639932796887 | 5417.62 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Artivion, Inc. (AORT) [ST] | not_reported | 423.7552966101694915254237288 | 9992.15 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Appian Corporation - Class A (APPN) [ST] | not_reported | 686.2436655405405405405405405 | 33454.38 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ AptarGroup, Inc. (ATR) [ST] | not_reported | 314.8968123243871717856796822 | 45301.06 |
| Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) [ST] | not_reported | 698.1239092495636998254799302 | 10897.71 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Church & Dwight Company, Inc. (CHD) [ST] | not_reported | 350.7500539607165983164256421 | 38740.34 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Chipotle Mexican Grill, Inc. (CMG) [ST] | not_reported | 2868.614506678090050946253997 | 94406.10 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ConocoPhillips (COP) [ST] | not_reported | 2783.665516089522324908139406 | 408753.44 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Chevron Corporation (CVX) [ST] | not_reported | 1263.993645531150711424229866 | 287899.83 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Casella Waste Systems, Inc. - Class A (CWST) [ST] | not_reported | 1031.927627958172812328013209 | 101015.40 |
| Darling Ingredients Inc. (DAR) [ST] | not_reported | 3.3759942894683646654538104 | 182.37 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DoorDash, Inc. Class A (DASH) [ST] | not_reported | 124.6766401745363877201184354 | 23697.29 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DT Midstream, Inc. (DTM) [ST] | not_reported | 163.2088943288453692370461036 | 19745.01 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Devon Energy Corporation (DVN) [ST] | not_reported | 734.9119941934313191798221738 | 35738.77 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ EOG Resources, Inc. (EOG) [ST] | not_reported | 751.5483520463600144875045273 | 118661.97 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Equinor ASA (EQNR) [ST] | not_reported | 934.9971231300345224395857307 | 42448.87 |
| Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ EQT Corporation (EQT) [ST] | not_reported | 232.5726744186046511627906977 | 12754.29 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Diamondback Energy, Inc. (FANG) [ST] | not_reported | 751.1473380107304993809327280 | 150034.17 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ FirstCash Holdings, Inc. (FCFS) [ST] | not_reported | 467.5658178679326715580492016 | 90572.17 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ TechnipFMC plc Ordinary Share (FTI) [ST] | not_reported | 4829.197622585438335809806835 | 322928.45 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 1262.542926402262473907480978 | 1134672.58 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Helmerich & Payne, Inc. (HP) [ST] | not_reported | 1741.767301439851370181142592 | 67650.24 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Henry Schein, Inc. (HSIC) [ST] | not_reported | 104.2546260099035704977847277 | 9030.54 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Hexcel Corporation (HXL) [ST] | not_reported | 621.3056776906901166125023896 | 50462.45 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ IDACORP, Inc. (IDA) [ST] | not_reported | 306.8400679758308157099697885 | 45108.56 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kirby Corporation (KEX) [ST] | not_reported | 534.1962524654832347140039448 | 75129.36 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Kosmos Energy Ltd. Common Shares (KOS) [ST] | not_reported | 28271.48626817447495961227787 | 69830.57 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST] | not_reported | 2341.534582132564841498559078 | 94199.94 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST] | not_reported | 144648.0472516875602700096432 | 3331244.53 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Littelfuse, Inc. (LFUS) [ST] | not_reported | 127.9345772319319792158715163 | 50475.31 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Lennox International, Inc. (LII) [ST] | not_reported | 157.3188440873227164916017232 | 55634.24 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alliant Energy Corporation (LNT) [ST] | not_reported | 136.5040095546835011090257635 | 9967.52 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ LXP Industrial Trust Common Stock (LXP) [ST] | not_reported | 148.9851024208566108007448790 | 9114.91 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Marathon Petroleum Corporation (MPC) [ST] | not_reported | 1307.638973360904999391801484 | 562794.74 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Monolithic Power Systems, Inc. (MPWR) [ST] | not_reported | 195.2934590146859702114363087 | 242935.30 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Matador Resources Company (MTDR) [ST] | not_reported | 515.1641983258209916291049580 | 28725.56 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Nabors Industries Ltd. (NBR) [ST] | not_reported | 119.4996265870052277819268111 | 10119.23 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Neogen Corporation (NEOG) [ST] | not_reported | 332.1087588210875882108758821 | 3925.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ NiSource Inc (NI) [ST] | not_reported | 1102.085452695829094608341811 | 49439.55 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | not_reported | 10209.48014566230552578858835 | 84738.69 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ New York Times Company (NYT) [ST] | not_reported | 1164.892473118279569892473118 | 81495.88 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ONEOK, Inc. (OKE) [ST] | not_reported | 729.7477477477477477477477478 | 67516.26 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST] | not_reported | 1409.663722826086956521739130 | 85594.78 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pinnacle West Capital Corporation (PNW) [ST] | not_reported | 109.4160284463894967177242888 | 11592.63 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ PPL Corporation (PPL) [ST] | not_reported | 294.8949502395871728713601180 | 10657.50 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Phillips 66 (PSX) [ST] | not_reported | 493.9748749847542383217465545 | 135862.85 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Rexford Industrial Realty, Inc. (REXR) [ST] | not_reported | 564.3427678416391734676159055 | 21777.99 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Royal Gold, Inc. (RGLD) [ST] | not_reported | 379.2938752575388649559842667 | 89509.56 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Range Resources Corporation (RRC) [ST] | not_reported | 2626.303030303030303030303030 | 143054.73 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ SiteOne Landscape Supply, Inc. (SITE) [ST] | not_reported | 630.9455707916210986792294103 | 72306.36 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snap Inc. Class A (SNAP) [ST] | not_reported | 2475.285605483625285605483625 | 13490.31 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Southern Company (SO) [ST] | not_reported | 1051.752909830318328425185808 | 99506.34 |
| Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST] | not_reported | 1735.466377440347071583514100 | 5952.65 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Twist Bioscience Corporation (TWST) [ST] | not_reported | 929.6481693363844393592677346 | 119961.80 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Physical Therapy, Inc. (USPH) [ST] | not_reported | 73.26465201465201465201465201 | 6220.17 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vonage Holdings Corp. (VG) [ST] | not_reported | 1725.079617834394904458598726 | 22201.77 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Viavi Solutions Inc. (VIAV) [ST] | not_reported | 3061.300075585789871504157218 | 85104.14 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Valero Energy Corporation (VLO) [ST] | not_reported | 456.3558524651863003387278886 | 174081.50 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | not_reported | 1446.115901912771922353525675 | 799919.01 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 1356.448247078464106844741235 | 158568.80 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Wix.com Ltd. - Ordinary Shares (WIX) [ST] | not_reported | 122.0518688024408848207475210 | 9147.79 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 769.0323614226209548221723807 | 54747.41 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Xcel Energy Inc. (XEL) [ST] | not_reported | 459.3061051441492368569813454 | 36436.75 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 4758.302195235871088276506305 | 854924.16 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Zurn Elkay Water Solutions Corporation (ZWS) [ST] | not_reported | 1193.116740088105726872246696 | 53296.52 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | spouse | 93.51841028638223261250730567 | 7705.92 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | spouse | 50.24808441150609219947242809 | 9634.07 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST] | spouse | 27.75253226030248369640627168 | 10279.26 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST] | spouse | 145.4636363636363636363636364 | 7210.63 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) [ST] | spouse | 278.5200102836575542034450253 | 34285.81 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST] | spouse | 485.1728320194057004244996968 | 9868.42 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) [ST] | spouse | 43.96362237608528409715353336 | 7528.77 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. (IR) [ST] | spouse | 100.9909113860136329209795506 | 8354.98 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9865.75 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. - Class A (META) [ST] | spouse | 49.23646775439712766440939872 | 29873.24 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) [ST] | spouse | 45.06562271165436827578437447 | 8370.04 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies plc (TT) [ST] | spouse | 83.50590955806783144912641316 | 34515.50 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) [ST] | spouse | 71.81132752894713221434341621 | 9169.59 |
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 |
|---|---|---|---|---|
| SYY — Sysco Corporation (SYY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 164 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| TFX — Teleflex Incorporated (TFX) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| TEX — Terex Corporation (TEX) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 168 · Ptr Original ↗ · Row 169 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| KHC — The Kraft Heinz Company (KHC) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| THO — Thor Industries, Inc. (THO) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| TFC — Truist Financial Corporation (TFC) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| USB — U.S. Bancorp (USB) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| UGI — UGI Corporation (UGI) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 174 · Ptr Original ↗ · Row 175 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| UAL — United Airlines Holdings, Inc. (UAL) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| UAL — United Airlines Holdings, Inc. (UAL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 177 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| X — United States Steel Corporation (X) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| UNM — Unum Group (UNM) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| VAL — Valaris Limited Common Shares (VAL) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| VTR — Ventas, Inc. (VTR) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| VCYT — Veracyte, Inc. (VCYT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 182 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 183 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| VTRS — Viatris Inc. (VTRS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 184 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| VNO — Vornado Realty Trust (VNO) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| W — Wayfair Inc. Class A (W) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| WBS — Webster Financial Corporation (WBS) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| WFC — Wells Fargo & Company (WFC) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 188 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| WY — Weyerhaeuser Company (WY) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| WPM — Wheaton Precious Metals Corp Common Shares (WPM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 192 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| WTW — Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 194 · Ptr | Apr 10, 2023 | Sep 12, 2026 |
| ZS — Zscaler, Inc. (ZS) [ST] | Not reported | Sale | Apr 10, 2023 | Sep 12, 2026 |
| ADDYY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ adidas AG Sponsored ADR (ADDYY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| AEG — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ AEGON N.V. (AEG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| ASXFY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ ASX Ltd Unsponsored ADR (ASXFY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| ATLKY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| SAN — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Banco Santander, S.A. Sponsored ADR (SAN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| BCS — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Barclays PLC (BCS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 819 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| BAYRY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 823 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| BNPQY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ BNP Paribas American Depositary Shares (BNPQY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 827 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| BHKLY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ BOC Hong Kong (BHKLY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| BDNNY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Boliden AB Unsponsored ADR (BDNNY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| CJPRY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Central Japan Railway Co Unsponsored ADR (CJPRY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| CHGCY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 852 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| CNHI — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ CNH Industrial N.V. Common Shares (CNHI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| CRZBY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Commerzbank Junge Shs American Depositary Shares (CRZBY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| CMWAY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Commonwealth Bank Of Australia Sponsored ADR (CMWAY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 860 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| DKILY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Daikin Inds Ltd Unsponsored ADR (DKILY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| DBSDY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 885 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| DB — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Deutsche Bank AG (DB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 891 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| DPSGY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Deutsche Post AG Sponsored ADR (DPSGY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| DEO — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Diageo plc (DEO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| ERIC — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Ericsson - American Depositary Shares each representing 1 underlying Class B share (ERIC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 916 · Annual | Mar 31, 2023 | Sep 14, 2026 |
| EBKDY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Erste Group Bank AG Sponsored ADR (EBKDY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 31, 2023 | Sep 14, 2026 |
| FSUGY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Fortescue Metal Group Ltd American Depositary Shares (FSUGY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 931 · Annual | Mar 31, 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.