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 |
|---|---|---|---|---|
| MO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Altria Group, Inc. (MO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| AMZN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Amazon.com, Inc. (AMZN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 286 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| AON — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| AAPL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Apple Inc. (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 301 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| APTV — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Aptiv PLC Ordinary Shares (APTV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ADM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Archer-Daniels-Midland Company (ADM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 306 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| ANET — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Arista Networks, Inc. (ANET) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ARWR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Arrowhead Pharmaceuticals, Inc. (ARWR) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| TEAM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Atlassian Corporation - Class A (TEAM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| BAC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Bank of America Corporation (BAC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 323 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| AVGO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Broadcom Inc. (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| COF — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Capital One Financial Corporation (COF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| CELH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Celsius Holdings, Inc. (CELH) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| CNC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Centene Corporation (CNC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| CNP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ CenterPoint Energy, Inc (CNP) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 354 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| SCHW — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Charles Schwab Corporation (SCHW) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 358 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| CHE — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Chemed Corp (CHE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| CTAS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Cintas Corporation (CTAS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| CME — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ CME Group Inc. - Class A (CME) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| KO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Coca-Cola Company (KO) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 373 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| CAG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ConAgra Brands, Inc. (CAG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| CEG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Constellation Energy Corporation (CEG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 385 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| COST — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Costco Wholesale Corporation (COST) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 388 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| CVS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ CVS Health Corporation (CVS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| DAL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Delta Air Lines, Inc. (DAL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| DG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Dollar General Corporation (DG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| DLTR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Dollar Tree, Inc. (DLTR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| D — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Dominion Energy, Inc. (D) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| EWBC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ East West Bancorp, Inc. (EWBC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| LLY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Eli Lilly and Company (LLY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ENVX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Enovix Corporation (ENVX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ENPH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Enphase Energy, Inc. (ENPH) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 429 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| EQR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| EL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 441 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| FATE — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Fate Therapeutics, Inc. (FATE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| FITB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Fifth Third Bancorp (FITB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| F — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ford Motor Company (F) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| GM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ General Motors Company (GM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| HZNP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| HPQ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ HP Inc. (HPQ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| INTC — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Intel Corporation (INTC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| ISRG — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Intuitive Surgical, Inc. (ISRG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| INVH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Invitation Homes Inc. (INVH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| JAZZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| JNJ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 521 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| KDP — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Keurig Dr Pepper Inc. (KDP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| KR — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Kroger Company (KR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 536 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| LHX — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ L3Harris Technologies, Inc. (LHX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2023 | Sep 14, 2026 |
| LIN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Linde plc Ordinary Share (LIN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 550 · Annual | Jan 31, 2023 | Sep 14, 2026 |
| LMT — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Lockheed Martin Corporation (LMT) [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.