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 |
|---|---|---|---|---|
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| CJPRY — Central Japan Railway Co Unsponsored ADR (CJPRY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| CHGCY — Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| CRZBY — Commerzbank Junge Shs American Depositary Shares (CRZBY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| CS — Credit Suisse Group American Depositary Shares (CS) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| CSLLY — Csl Ltd SPONSORED ADR (CSLLY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| DKILY — Daikin Inds Ltd Unsponsored ADR (DKILY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| DWAHY — Daiwa House Ind Ltd American Depositary Shares (DWAHY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| DNTUY — Dentsu Inc Tokyo Unsponsored ADR (DNTUY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| DEO — Diageo plc (DEO) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 29 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| ERIC — Ericsson - American Depositary Shares each representing 1 underlying Class B share (ERIC) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| ESLOY — Essilor International SA ADR (ESLOY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| FANUY — Fanuc Corporation Unsponsored ADR (FANUY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| FRCOY — Fast Retailing Co Ltd Unsponsored ADR (FRCOY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| FJTSY — Fujitsu Ltd ADR (FJTSY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| GVDNY — Givaudan SA Unsponsored ADR (GVDNY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| GRFS — Grifols, S.A. - American Depositary Shares (GRFS) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| HLN — Haleon plc American Depositary Shares (HLN) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| HXGBY — Hexagon AB American Depositary Shares (HXGBY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| HTHIY — Hitachi, Ltd. American Depositary Shares (HTHIY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| HOCPY — Hoya Corp Sponsored ADR (HOCPY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| HSBC — HSBC Holdings, plc. (HSBC) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| IHG — Intercontinental Hotels Group American Depositary Shares (IHG) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| ITTOY — Itochu Techno-Solutions Corp Unsponsored ADR (ITTOY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| JHX — James Hardie Industries plc American Depositary Shares (JHX) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| JAPAY — Japan Tobacco Unsponsored American Depository Receipt (JAPAY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| KDDIY — KDDI Corporation Unsponsored ADR (KDDIY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| KRYAY — Kerry Group Plc Sponsored ADR (KRYAY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| KKOYY — Kesko OYJ Unsponsored ADR representing B shares (KKOYY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| KNBWY — Kirin Holdings Company, Limited Sponsored ADR (KNBWY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| MITEY — Mitsubishi Estate Co Ltd American Depositary Shares (MITEY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| MTSFY — Mitsui Fudosan Co Ltd Unsponsored ADR (MTSFY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| MSLOY — Mitsui Osk Lines Ltd Unsponsored ADR (MSLOY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| MONOY — Monotaro Co. Ltd., Osaka Unsponsored ADR (MONOY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| NCBDY — Namco Bandai Holdings Inc Hamamatsu American Depositary Shares (NCBDY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| NABZY — National Australia Bank Limited (NABZY) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 67 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| NGG — National Grid Transco, PLC National Grid PLC (NGG) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| NTDOY — Nintendo Co Ltd ADR (NTDOY) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 73 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| NOK — Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| NRILY — Nomura Resh Inst Ltd ADR (NRILY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| NVS — Novartis AG (NVS) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 79 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| NTDTY — Ntt Data Corp Ltd Unsponsored ADR (NTDTY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| OLCLY — Oriental Land Co Ltd Unsponsored ADR (OLCLY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| OTSKY — Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADR (OTSKY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| QABSY — Qantas Airways Ltd (QABSY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| RELX — RELX PLC PLC American Depositary Shares (RELX) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| RTO — Rentokil Initial plc American Depositary Shares (RTO) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 90 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| RIO — Rio Tinto Plc (RIO) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| RHHBY — Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 92 · Ptr | Feb 27, 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.