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
52.48%
Cumulative estimated return
SPY: 100.77%
Outperformance: -48.29 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 | $15.52Sep 18, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3.60Sep 18, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $405.32Sep 18, 2026 | Unavailable |
| LEVI | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $19.82Sep 18, 2026 | Unavailable |
| AMG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $355.80Sep 18, 2026 | Unavailable |
| ALLE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $152.28Sep 18, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $75.33Sep 18, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $57.73Sep 18, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $131.77Sep 18, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $21.14Sep 18, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $71.83Sep 18, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $665.75Sep 18, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $60.85Sep 18, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $202.58Sep 18, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $169.79Sep 18, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $429.11Sep 18, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $106.73Sep 18, 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 |
|---|---|---|---|---|
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| APTV — Aptiv PLC Ordinary Shares (APTV) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| ADM — Archer-Daniels-Midland Company (ADM) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| ANET — Arista Networks, Inc. (ANET) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| ARWR — Arrowhead Pharmaceuticals, Inc. (ARWR) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| TEAM — Atlassian Corporation - Class A (TEAM) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| COF — Capital One Financial Corporation (COF) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| CELH — Celsius Holdings, Inc. (CELH) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| CNP — CenterPoint Energy, Inc (CNP) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 27 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 28 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| CHE — Chemed Corp (CHE) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| CTAS — Cintas Corporation (CTAS) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 32 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| CAG — ConAgra Brands, Inc. (CAG) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| CEG — Constellation Energy Corporation (CEG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 35 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| DAL — Delta Air Lines, Inc. (DAL) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| DG — Dollar General Corporation (DG) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| DLTR — Dollar Tree, Inc. (DLTR) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| D — Dominion Energy, Inc. (D) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| EWBC — East West Bancorp, Inc. (EWBC) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| ENVX — Enovix Corporation (ENVX) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| ENPH — Enphase Energy, Inc. (ENPH) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 48 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| EQR — Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| FATE — Fate Therapeutics, Inc. (FATE) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| FITB — Fifth Third Bancorp (FITB) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| F — Ford Motor Company (F) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| GM — General Motors Company (GM) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| HZNP — Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| HPQ — HP Inc. (HPQ) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| ISRG — Intuitive Surgical, Inc. (ISRG) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| INVH — Invitation Homes Inc. (INVH) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| JAZZ — Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 68 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| KDP — Keurig Dr Pepper Inc. (KDP) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| KR — Kroger Company (KR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| LHX — L3Harris Technologies, Inc. (LHX) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Share (LIN) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 74 · Ptr | Jan 31, 2023 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| LCID — Lucid Group, Inc. (LCID) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| MTB — M&T Bank Corporation (MTB) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| MAXR — Maxar Technologies Inc. (MAXR) [ST] | Not reported | Sale | Jan 31, 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.