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

497 rows without a saved price.
433 sales exceeding observed holdings (unmatched amount omitted).
1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

32.28%

Cumulative estimated return

SPY: 70.83%
Outperformance: -38.55 percentage points

2023-09-15 – 2026-09-15

Missing information

497 rows without a saved price.
433 sales exceeding observed holdings (unmatched amount omitted).
1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

52.49%

Cumulative estimated return

SPY: 100.77%
Outperformance: -48.28 percentage points

2022-06-30 – 2026-09-15

Missing information

497 rows without a saved price.
433 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2022-06-30.
1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

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 ⇒ Appian Corporation - Class A (APPN) [ST]	not_reported	686.2436655405405405405405405	26022.36
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 ⇒ Granite ⇒ TechnipFMC plc Ordinary Share (FTI) [ST]	not_reported	4829.197622585438335809806835	362044.95
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 ⇒ 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 ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST]	not_reported	144648.0472516875602700096432	2866924.30
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 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST]	not_reported	1409.663722826086956521739130	89541.84
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pinnacle West Capital Corporation (PNW) [ST]	not_reported	109.4160284463894967177242888	10383.58
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 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST]	not_reported	1735.466377440347071583514100	6681.55
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 ⇒ TLH ADR ⇒ Wix.com Ltd. - Ordinary Shares (WIX) [ST]	not_reported	122.0518688024408848207475210	10079.04
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. 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.

All trades

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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
WPP — WPP plc American Depositary Shares (WPP) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 265 · Ptr not_reported · P · $1,001 - $15,000	Mar 31, 2023	Sep 12, 2026
CS — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Credit Suisse Group American Depositary Shares (CS) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 868 · Annual not_reported · S · $1,001 - $15,000	Mar 20, 2023	Sep 14, 2026
CS — Credit Suisse Group American Depositary Shares (CS) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 66 · Ptr not_reported · S · $1,001 - $15,000	Mar 20, 2023	Sep 12, 2026
FRC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ FIRST REPUBLIC BANK (FRC) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 460 · Annual not_reported · S · $1,001 - $15,000	Mar 15, 2023	Sep 14, 2026
FRC — FIRST REPUBLIC BANK (FRC) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 99 · Ptr not_reported · S · $1,001 - $15,000	Mar 15, 2023	Sep 12, 2026
ABBV — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ AbbVie Inc. (ABBV) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 123 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
AMT — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ American Tower Corporation (AMT) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 127 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
BMY — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Bristol-Myers Squibb Company (BMY) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 131 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
CPB — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Campbell Soup Company (CPB) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 132 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
CTLT — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Catalent, Inc. (CTLT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 133 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
KO — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Coca-Cola Company (KO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 136 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
CAG — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ ConAgra Brands, Inc. (CAG) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 139 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
DAR — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Darling Ingredients Inc. (DAR) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 140 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
LLY — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Eli Lilly and Company (LLY) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 143 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
OHI — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Omega Healthcare Investors, Inc. (OHI) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 149 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
PFE — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Pfizer, Inc. (PFE) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 150 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
PM — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Philip Morris International Inc (PM) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 151 · Annual not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
TSN — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Tyson Foods, Inc. (TSN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 158 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
ZTS — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Zoetis Inc. Class A (ZTS) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 161 · Annual not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 14, 2026
ABBV — AbbVie Inc. (ABBV) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
AMT — American Tower Corporation (AMT) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
BMY — Bristol-Myers Squibb Company (BMY) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
CPB — Campbell Soup Company (CPB) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 44 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
CTLT — Catalent, Inc. (CTLT) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
KO — Coca-Cola Company (KO) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 58 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
CAG — ConAgra Brands, Inc. (CAG) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 62 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
DAR — Darling Ingredients Inc. (DAR) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 72 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
LLY — Eli Lilly and Company (LLY) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 89 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
OHI — Omega Healthcare Investors, Inc. (OHI) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 189 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
PFE — Pfizer, Inc. (PFE) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 196 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
PM — Philip Morris International Inc (PM) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 197 · Ptr not_reported · S · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
TSN — Tyson Foods, Inc. (TSN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 245 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
ZTS — Zoetis Inc. Class A (ZTS) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 268 · Ptr not_reported · P · $1,001 - $15,000	Mar 7, 2023	Sep 12, 2026
MMM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ 3M Company (MMM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 259 · Annual not_reported · P · $1,001 - $15,000	Mar 6, 2023	Sep 14, 2026
ABT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Abbott Laboratories (ABT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 261 · Annual not_reported · S (partial) · $50,001 - $100,000	Mar 6, 2023	Sep 14, 2026
ATVI — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Activision Blizzard, Inc (ATVI) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 268 · Annual not_reported · P · $1,001 - $15,000	Mar 6, 2023	Sep 14, 2026
ARE — Real estate (see the original disclosure)	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 274 · Annual not_reported · P · $50,001 - $100,000	Mar 6, 2023	Sep 14, 2026
ALLY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ally Financial Inc. (ALLY) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 277 · Annual not_reported · S · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
ALNY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alnylam Pharmaceuticals, Inc. (ALNY) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 279 · Annual not_reported · P · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
GOOGL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alphabet Inc. - Class A (GOOGL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 281 · Annual not_reported · P · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
AMZN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Amazon.com, Inc. (AMZN) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 287 · Annual not_reported · S (partial) · $50,001 - $100,000	Mar 6, 2023	Sep 14, 2026
AMT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ American Tower Corporation (AMT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 293 · Annual not_reported · S (partial) · $50,001 - $100,000	Mar 6, 2023	Sep 14, 2026
NLY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Annaly Capital Management Inc. (NLY) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 297 · Annual not_reported · S · $1,001 - $15,000	Mar 6, 2023	Sep 14, 2026
AON — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Aon plc Class A Ordinary Shares (AON) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 299 · Annual not_reported · P · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
AAPL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Apple Inc. (AAPL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 302 · Annual not_reported · P · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
ADM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Archer-Daniels-Midland Company (ADM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 307 · Annual not_reported · P · $50,001 - $100,000	Mar 6, 2023	Sep 14, 2026
ATO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Atmos Energy Corporation (ATO) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 318 · Annual not_reported · S · $1,001 - $15,000	Mar 6, 2023	Sep 14, 2026
AVB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AvalonBay Communities, Inc. (AVB) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 319 · Annual not_reported · P · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
BILL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ BILL Holdings, Inc. (BILL) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 327 · Annual not_reported · S · $15,001 - $50,000	Mar 6, 2023	Sep 14, 2026
BIIB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Biogen Inc. (BIIB) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 329 · Annual not_reported · S (partial) · $1,001 - $15,000	Mar 6, 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