Democrat · House NY10
Wikipedia biography ↗Years Elected: About 3.7Rank: #78
Federal elected service; earlier service not yet verified.
10.27%
Cumulative estimated return
SPY: 14.60%
Outperformance: -4.33 percentage points
2025-09-15 – 2026-09-15
32.28%
Cumulative estimated return
SPY: 70.83%
Outperformance: -38.55 percentage points
2023-09-15 – 2026-09-15
52.49%
Cumulative estimated return
SPY: 100.77%
Outperformance: -48.28 percentage points
2022-06-30 – 2026-09-15
As of Sep 15, 2026. 1145 parsed trades. Ranks use three-year return.
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.
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 | $15.86Sep 17, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3.68Sep 17, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $404.11Sep 17, 2026 | Unavailable |
| LEVI | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $19.85Sep 17, 2026 | Unavailable |
| AMG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.18Sep 17, 2026 | Unavailable |
| ALLE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $153.63Sep 17, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $75.68Sep 17, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $58.18Sep 17, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $132.70Sep 17, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $21.05Sep 17, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $72.65Sep 17, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $682.31Sep 17, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $62.04Sep 17, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $203.52Sep 17, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $168.33Sep 17, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $423.33Sep 17, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $106.79Sep 17, 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 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 ⇒ Neogen Corporation (NEOG) [ST] | not_reported | 332.1087588210875882108758821 | 3912.24 |
| 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 |
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 |
|---|---|---|---|---|
| HPP — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| LUMN — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Lumen Technologies, Inc. (LUMN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| MPW — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Medical Properties Trust, Inc. common stock (MPW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| TAP — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Molson Coors Beverage Company Class B (TAP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| MOS — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Mosaic Company (MOS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| NFG — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ National Fuel Gas Company (NFG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| NEM — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Newmont Corporation (NEM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| NOV — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ NOV Inc. (NOV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| NVDA — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ NVIDIA Corporation (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| RGA — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Reinsurance Group of America, Incorporated (RGA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| RITM — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Rithm Capital Corp. (RITM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| SBRA — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Sabra Health Care REIT, Inc. (SBRA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| SLG — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ SL Green Realty Corp (SLG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| SWX — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Southwest Gas Holdings, Inc. Common Stock (SWX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| SR — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Spire Inc. (SR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| RUN — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Sunrun Inc. (RUN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Annual | Mar 1, 2023 | Sep 14, 2026 |
| TSLA — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Tesla, Inc. (TSLA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| KHC — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ The Kraft Heinz Company (KHC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| UGI — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ UGI Corporation (UGI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 83 · Annual | Mar 1, 2023 | Sep 14, 2026 |
| X — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ United States Steel Corporation (X) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| UNM — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Unum Group (UNM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| VNO — Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ Vornado Realty Trust (VNO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| AGNC — AGNC Investment Corp. (AGNC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Mar 1, 2023 | Sep 12, 2026 |
| OPTU — Altice USA, Inc. Class A (ATUS) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| AIG — American International Group, Inc. New (AIG) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| NLY — Annaly Capital Management Inc. (NLY) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| CF — CF Industries Holdings, Inc. (CF) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Ptr | Mar 1, 2023 | Sep 12, 2026 |
| CHX — ChampionX Corporation (CHX) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| CEG — Constellation Energy Corporation (CEG) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| DEI — Douglas Emmett, Inc. (DEI) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| HAL — Halliburton Company (HAL) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| HPP — Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| LUMN — Lumen Technologies, Inc. (LUMN) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| MPW — Medical Properties Trust, Inc. common stock (MPW) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| TAP — Molson Coors Beverage Company Class B (TAP) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| NFG — National Fuel Gas Company (NFG) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| NEM — Newmont Corporation (NEM) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| NOV — NOV Inc. (NOV) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| RGA — Reinsurance Group of America, Incorporated (RGA) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| RITM — Rithm Capital Corp. (RITM) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| SBRA — Sabra Health Care REIT, Inc. (SBRA) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| SLG — SL Green Realty Corp (SLG) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| SWX — Southwest Gas Holdings, Inc. Common Stock (SWX) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| SR — Spire Inc. (SR) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| RUN — Sunrun Inc. (RUN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 234 · Ptr | Mar 1, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| KHC — The Kraft Heinz Company (KHC) [ST] | Not reported | Sale | Mar 1, 2023 | Sep 12, 2026 |
| UGI — UGI Corporation (UGI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 247 · Ptr | Mar 1, 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.