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 |
|---|---|---|---|---|
| DG — Dollar General Corporation (DG) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| DLTR — Dollar Tree, Inc. (DLTR) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| D — Dominion Energy, Inc. (D) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| DEI — Douglas Emmett, Inc. (DEI) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| EW — Edwards Lifesciences Corporation (EW) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| ELAN — Elanco Animal Health Incorporated (ELAN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 87 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| EA — Electronic Arts Inc. (EA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| ENPH — Enphase Energy, Inc. (ENPH) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| EQR — Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| ES — Eversource Energy (ES) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| EXC — Exelon Corporation (EXC) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| FIS — Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| FLO — Flowers Foods, Inc. (FLO) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| FNF — FNF Group of Fidelity National Financial, Inc. (FNF) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| GILD — Gilead Sciences, Inc. (GILD) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| GMED — Globus Medical, Inc. Class A (GMED) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| GO — Grocery Outlet Holding Corp. (GO) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| HE — Hawaiian Electric Industries, Inc. (HE) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| PEAK — Healthpeak Properties, Inc. (PEAK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| HRL — Hormel Foods Corporation (HRL) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| HPQ — HP Inc. (HPQ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 115 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| HPP — Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| IBRX — ImmunityBio, Inc. (IBRX) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| INCY — Incyte Corporation (INCY) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 122 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| ISRG — Intuitive Surgical, Inc. (ISRG) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| INVH — Invitation Homes Inc. (INVH) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| IONS — Ionis Pharmaceuticals, Inc. (IONS) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| JAZZ — Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| JBGS — JBG SMITH Properties Common Shares (JBGS) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| K — Kellogg Company (K) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| KRC — Kilroy Realty Corporation (KRC) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| KMB — Kimberly-Clark Corporation (KMB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| KIM — Kimco Realty Corporation (KIM) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| KR — Kroger Company (KR) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| LHX — L3Harris Technologies, Inc. (LHX) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| BATRK — Liberty Media Corporation - Series C Liberty Braves (BATRK) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| LCID — Lucid Group, Inc. (LCID) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| LUMN — Lumen Technologies, Inc. (LUMN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 141 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| MTB — M&T Bank Corporation (MTB) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| VAC — Marriott Vacations Worldwide Corporation (VAC) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 146 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| MRSH — Marsh & McLennan Companies, Inc. (MMC) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| MKC — McCormick & Company, Incorporated (MKC) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| MPT — Medical Properties Trust, Inc. common stock (MPW) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 153 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| MRTX — Mirati Therapeutics, Inc. (MRTX) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.