Democrat · House NY10
Wikipedia biography ↗Years Elected: About 3.8Rank: #98
Federal elected service; earlier service not yet verified.
4.10%
Cumulative estimated return
SPY: 10.27%
Outperformance: -6.17 percentage points
2025-10-31 – 2026-11-02
25.74%
Cumulative estimated return
SPY: 74.60%
Outperformance: -48.86 percentage points
2023-11-02 – 2026-11-02
41.33%
Cumulative estimated return
SPY: 99.36%
Outperformance: -58.03 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 end-of-day market 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 | $15.65Nov 4, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $2.74Nov 4, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $481.69Nov 4, 2026 | Unavailable |
| LEVI | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $23.80Nov 4, 2026 | Unavailable |
| AMG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $364.49Nov 4, 2026 | Unavailable |
| ALLE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $192.69Nov 4, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $81.71Nov 4, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.63Nov 4, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $124.74Nov 4, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $19.46Nov 4, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $84.18Nov 4, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $630.00Nov 4, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $67.38Nov 4, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $193.97Nov 4, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $174.50Nov 4, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $410.48Nov 4, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $129.17Nov 4, 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 1997 Trust ⇒ Avantor, Inc. (AVTR) [ST] | not_reported | 698.1239092495636998254799302 | 10897.71 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 1262.542926402262473907480978 | 1134672.58 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST] | not_reported | 144648.0472516875602700096432 | 3331244.53 |
| Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST] | not_reported | 1735.466377440347071583514100 | 5952.65 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 322.9381955484896661367249603 | 37751.48 |
| 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 |
|---|---|---|---|---|
| JAZZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| JBGS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ JBG SMITH Properties Common Shares (JBGS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| JNJ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| K — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kellogg Company (K) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| KRC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kilroy Realty Corporation (KRC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| KMB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kimberly-Clark Corporation (KMB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 533 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| KIM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kimco Realty Corporation (KIM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| KR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| LHX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ L3Harris Technologies, Inc. (LHX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| BATRK — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Liberty Media Corporation - Series C Liberty Braves (BATRK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| LCID — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Lucid Group, Inc. (LCID) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| LUMN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Lumen Technologies, Inc. (LUMN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 556 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| MTB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ M&T Bank Corporation (MTB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| VAC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Marriott Vacations Worldwide Corporation (VAC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 566 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| MRSH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MKC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ McCormick & Company, Incorporated (MKC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MPT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Medical Properties Trust, Inc. common stock (MPW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MDT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MRK — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 576 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| MSFT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MRTX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Mirati Therapeutics, Inc. (MRTX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MRNA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Moderna, Inc. (MRNA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| MDLZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 592 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| NTRA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Natera, Inc. (NTRA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| NFLX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Netflix, Inc. (NFLX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 600 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| NOC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| PACW — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ PacWest Bancorp (PACW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| PAYC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Paycom Software, Inc. (PAYC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| PEP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pepsico, Inc. (PEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| PFE — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| PM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Philip Morris International Inc (PM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 624 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| PLUG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Plug Power, Inc. (PLUG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| PEG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 635 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| RJF — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Raymond James Financial, Inc. (RJF) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| RTN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Raytheon Company (RTN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| RIVN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Rivian Automotive, Inc. - Class A (RIVN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| CRM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Salesforce, Inc. (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SRPT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Sarepta Therapeutics, Inc. (SRPT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SBAC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ SBA Communications Corporation - Class A (SBAC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SGEN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Seagen Inc. (SGEN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SHW — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SBNY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Signature Bank (SBNY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SILK — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Silk Road Medical, Inc. (SILK) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SLG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ SL Green Realty Corp (SLG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| SNOW — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snowflake Inc. Class A (SNOW) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 682 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| SR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Spire Inc. (SR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 684 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| STT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ State Street Corporation (STT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 2023 | Sep 14, 2026 |
| TSLA — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Tesla, Inc. (TSLA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 701 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| KHC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The Kraft Heinz Company (KHC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 703 · Annual | Mar 6, 2023 | Sep 14, 2026 |
| TMO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 6, 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.