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 |
|---|---|---|---|---|
| SNY — Sanofi - American Depositary Shares (SNY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| SKLTY — Seek Ltd Unsponsored ADR (SKLTY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| SVNDY — Seven & I Holdings Co Ltd Unsponsored ADR (SVNDY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| SHECY — Shin-Etsu Chemical Co Ltd Unsponsored ADR (SHECY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| SGIOY — Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| SSDOY — Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| SGAPY — Singapore Telecommunications Limited Sponsored ADR New 2006 (SGAPY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| SMFKY — Smurfit Kappa Group Plc American Depositary Shares (SMFKY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 100 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| SFTBY — Softbank Corp Unsponsored ADR (SFTBY) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 101 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| SOMMY — Sumitomo Chemical Co Ltd Unsponsored ADR (SOMMY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| STBFY — Suntory Beverage & Food Ltd American Depositary Shares (STBFY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| SSMXY — Sysmex Corporation Unsponsored ADR (SSMXY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 106 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| TAK — Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| TTNDY — Techtronic Industries Company Ltd American Depositary Shares (TTNDY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| TELNY — Telenor ASA American Depositary Shares (TELNY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| TRUMY — Terumo Corp Unsponsored ADR (TRUMY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| TKOMY — Tokio Marine Holdings, Inc. Sponsored ADR (TKOMY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| TOELY — Tokyo Electron Ltd Unsponsored ADR (TOELY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| TOSYY — Toshiba Corp Unsponsored ADR (TOSYY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| TOTDY — Toto Ltd Ord American Depositary Shares (TOTDY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| TM — Toyota Motor Corporation (TM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 117 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| UCBJY — UCB Unsponsored ADR (UCBJY) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| UNICY — Unicharm Corp Sponsored ADR (UNICY) [ST] | Not reported | Sale | Feb 27, 2023 | Sep 12, 2026 |
| UL — Unilever PLC (UL) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| VOD — Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Not reported | Purchase | Feb 27, 2023 | Sep 12, 2026 |
| WJRYY — West Japan Railway Co Unsponsored ADR (WJRYY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 125 · Ptr | Feb 27, 2023 | Sep 12, 2026 |
| MO — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Altria Group, Inc. (MO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| BRK.B — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 130 · Annual | Feb 3, 2023 | Sep 14, 2026 |
| CF — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ CF Industries Holdings, Inc. (CF) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| KO — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Coca-Cola Company (KO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| LLY — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Eli Lilly and Company (LLY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| ENPH — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Enphase Energy, Inc. (ENPH) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| JNJ — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| TSLA — Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ TACS ⇒ Tesla, Inc. (TSLA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 3, 2023 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Not reported | Purchase | Feb 3, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Feb 3, 2023 | Sep 12, 2026 |
| CF — CF Industries Holdings, Inc. (CF) [ST] | Not reported | Sale | Feb 3, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Sale | Feb 3, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Not reported | Sale | Feb 3, 2023 | Sep 12, 2026 |
| ENPH — Enphase Energy, Inc. (ENPH) [ST] | Not reported | Sale | Feb 3, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Purchase | Feb 3, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Purchase | Feb 3, 2023 | Sep 12, 2026 |
| MMM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ 3M Company (MMM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ABBV — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ATVI — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Activision Blizzard, Inc (ATVI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 267 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| ABNB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Airbnb, Inc. - Class A (ABNB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ALLY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ally Financial Inc. (ALLY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ALNY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alnylam Pharmaceuticals, Inc. (ALNY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| GOOGL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 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.