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 |
|---|---|---|---|---|
| MRNA — Moderna, Inc. (MRNA) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST] | Not reported | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 163 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| NTRA — Natera, Inc. (NTRA) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| NFLX — Netflix, Inc. (NFLX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 172 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| PACW — PacWest Bancorp (PACW) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| PAYC — Paycom Software, Inc. (PAYC) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| PM — Philip Morris International Inc (PM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 198 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| PLUG — Plug Power, Inc. (PLUG) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| PEG — Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 200 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| RJF — Raymond James Financial, Inc. (RJF) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| RTN — Raytheon Company (RTN) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| RIVN — Rivian Automotive, Inc. - Class A (RIVN) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| SRPT — Sarepta Therapeutics, Inc. (SRPT) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| SBAC — SBA Communications Corporation - Class A (SBAC) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| SGEN — Seagen Inc. (SGEN) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| SBNY — Signature Bank (SBNY) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| SILK — Silk Road Medical, Inc. (SILK) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| SLG — SL Green Realty Corp (SLG) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| SNOW — Snowflake Inc. Class A (SNOW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 226 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| SR — Spire Inc. (SR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 231 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| STT — State Street Corporation (STT) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| KHC — The Kraft Heinz Company (KHC) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 241 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| TSN — Tyson Foods, Inc. (TSN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 244 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| USB — U.S. Bancorp (USB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 246 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 250 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| VTRS — Viatris Inc. (VTRS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 255 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| VNO — Vornado Realty Trust (VNO) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| WM — Waste Management, Inc. (WM) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 261 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| WAL — Western Alliance Bancorporation Common Stock (WAL) [ST] | Not reported | Sale | Mar 6, 2023 | Sep 12, 2026 |
| WY — Weyerhaeuser Company (WY) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 263 · Ptr | Mar 6, 2023 | Sep 12, 2026 |
| Z — Zillow Group, Inc. - Class C Capital Stock (Z) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Not reported | Purchase | Mar 6, 2023 | Sep 12, 2026 |
| AGNC — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ AGNC Investment Corp. (AGNC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual | Mar 1, 2023 | Sep 14, 2026 |
| OPTU — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Altice USA, Inc. Class A (ATUS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| AIG — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ American International Group, Inc. New (AIG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| NLY — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Annaly Capital Management Inc. (NLY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| CF — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ CF Industries Holdings, Inc. (CF) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual | Mar 1, 2023 | Sep 14, 2026 |
| CHX — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ ChampionX Corporation (CHX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| CEG — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Constellation Energy Corporation (CEG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| DEI — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Douglas Emmett, Inc. (DEI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| HAL — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Halliburton Company (HAL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 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.