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
  • 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  • 1368 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1368 annual source rows remain unresolved or superseded; excluded from usable transactions.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  • 1368 annual source rows remain unresolved or superseded; excluded from usable transactions.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.

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 ⇒ Appian Corporation - Class A (APPN) [ST]not_reported686.243665540540540540540540526022.36
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 ⇒ Granite ⇒ TechnipFMC plc Ordinary Share (FTI) [ST]not_reported4829.197622585438335809806835362044.95
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 ⇒ 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 ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST]not_reported144648.04725168756027000964322866924.30
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 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST]not_reported1409.66372282608695652173913089541.84
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pinnacle West Capital Corporation (PNW) [ST]not_reported109.416028446389496717724288810383.58
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 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST]not_reported1735.4663774403470715835141006681.55
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 ⇒ TLH ADR ⇒ Wix.com Ltd. - Ordinary Shares (WIX) [ST]not_reported122.051868802440884820747521010079.04
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. Unreconciled 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 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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
TSN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Tyson Foods, Inc. (TSN) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 713 · Annual
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
USB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Bancorp (USB) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 715 · Annual
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
UPS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ United Parcel Service, Inc. (UPS) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 723 · Annual
not_reported · P · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
UNH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 728 · Annual
not_reported · S (partial) · $50,001 - $100,000

Mar 6, 2023Sep 14, 2026
VZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Verizon Communications Inc. (VZ) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 736 · Annual
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 14, 2026
VTRS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Viatris Inc. (VTRS) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 740 · Annual
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
VNO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vornado Realty Trust (VNO) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 742 · Annual
not_reported · S · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
WM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Waste Management, Inc. (WM) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 743 · Annual
not_reported · S (partial) · $50,001 - $100,000

Mar 6, 2023Sep 14, 2026
WAL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Western Alliance Bancorporation Common Stock (WAL) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 747 · Annual
not_reported · S · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
WY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Weyerhaeuser Company (WY) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 748 · Annual
not_reported · S (partial) · $15,001 - $50,000

Mar 6, 2023Sep 14, 2026
Z — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Zillow Group, Inc. - Class C Capital Stock (Z) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 755 · Annual
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 14, 2026
ZTS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Zoetis Inc. Class A (ZTS) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 757 · Annual
not_reported · P · $1,001 - $15,000

Mar 6, 2023Sep 14, 2026
MMM — 3M Company (MMM) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 6, 2023Sep 12, 2026
ABT — Abbott Laboratories (ABT) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 2 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
ATVI — Activision Blizzard, Inc (ATVI) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 6, 2023Sep 12, 2026
ARE — Real estate (see the original disclosure)Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 9 · Ptr
not_reported · P · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
ALLY — Ally Financial Inc. (ALLY) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

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

Mar 6, 2023Sep 12, 2026
ALNY — Alnylam Pharmaceuticals, Inc. (ALNY) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 12 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
GOOGL — Alphabet Inc. - Class A (GOOGL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

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

Mar 6, 2023Sep 12, 2026
AMZN — Amazon.com, Inc. (AMZN) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 15 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
AMT — American Tower Corporation (AMT) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 18 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
NLY — Annaly Capital Management Inc. (NLY) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

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

Mar 6, 2023Sep 12, 2026
AON — Aon plc Class A Ordinary Shares (AON) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 22 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
AAPL — Apple Inc. (AAPL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 23 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
ADM — Archer-Daniels-Midland Company (ADM) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 24 · Ptr
not_reported · P · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
ATO — Atmos Energy Corporation (ATO) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 27 · Ptr
not_reported · S · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
AVB — AvalonBay Communities, Inc. (AVB) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 28 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
BILL — BILL Holdings, Inc. (BILL) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 32 · Ptr
not_reported · S · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
BIIB — Biogen Inc. (BIIB) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 33 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
BMRN — BioMarin Pharmaceutical Inc. (BMRN) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

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

Mar 6, 2023Sep 12, 2026
BLK — BlackRock, Inc. (BLK) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
BLNK — Blink Charging Co. (BLNK) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Ptr
not_reported · S · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
BXP — Boston Properties, Inc. (BXP) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 40 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
BMY — Bristol-Myers Squibb Company (BMY) [ST]Not reportedSale (partial)
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 41 · Ptr
not_reported · S (partial) · $100,001 - $250,000

Mar 6, 2023Sep 12, 2026
BRO — Brown & Brown, Inc. (BRO) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Ptr
not_reported · P · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
CDNA — CareDx, Inc. (CDNA) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Ptr
not_reported · S · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
CNC — Centene Corporation (CNC) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 48 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
CNP — CenterPoint Energy, Inc (CNP) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 49 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
SCHW — Charles Schwab Corporation (SCHW) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 53 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
CB — Chubb Limited (CB) [ST]Not reportedSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 54 · Ptr
not_reported · S · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
CTAS — Cintas Corporation (CTAS) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 56 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
KO — Coca-Cola Company (KO) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 59 · Ptr
not_reported · P · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
ED — Consolidated Edison, Inc. (ED) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 63 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
CSGP — CoStar Group, Inc. (CSGP) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 65 · Ptr
not_reported · S · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
CCI — Crown Castle Inc. (CCI) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 67 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Mar 6, 2023Sep 12, 2026
CVS — CVS Health Corporation (CVS) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 68 · Ptr
not_reported · P · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
DHR — Danaher Corporation (DHR) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 71 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Mar 6, 2023Sep 12, 2026
SRE — DBA Sempra (SRE) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 73 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
DAL — Delta Air Lines, Inc. (DAL) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 75 · Ptr
not_reported · S · $15,001 - $50,000

Mar 6, 2023Sep 12, 2026
APPS — Digital Turbine, Inc. (APPS) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 79 · Ptr
not_reported · S · $1,001 - $15,000

Mar 6, 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