Elected Trades

All politicians

Daniel Goldman

Updated Sep 14, 2026

Democrat · House NY10

Wikipedia biography ↗Years Elected: About 3.7Rank: #78

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

10.27%

Cumulative estimated return

SPY: 14.60%
Outperformance: -4.33 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 495 rows without a saved price.
  • 433 sales exceeding observed holdings (unmatched amount omitted).
  • 1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

32.28%

Cumulative estimated return

SPY: 70.83%
Outperformance: -38.55 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 495 rows without a saved price.
  • 433 sales exceeding observed holdings (unmatched amount omitted).
  • 1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

52.48%

Cumulative estimated return

SPY: 100.77%
Outperformance: -48.29 percentage points

2022-06-30 – 2026-09-15

Missing information
  • 495 rows without a saved price.
  • 433 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2022-06-30.
  • 1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Sep 15, 2026. 1145 parsed trades. Ranks use three-year return.

How estimates are calculated

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.

Current holdings

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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
AVTRNot reported$1,001 - $15,000UnavailableUnavailable$15.52Sep 18, 2026Unavailable
TBLANot reported$1,001 - $15,000UnavailableUnavailable$3.60Sep 18, 2026Unavailable
SPGINot reportedNoneUnavailableUnavailable$405.32Sep 18, 2026Unavailable
LEVINot reported$1,000,001 - $5,000,000UnavailableUnavailable$19.82Sep 18, 2026Unavailable
AMGSpouse$1,001 - $15,000UnavailableUnavailable$355.80Sep 18, 2026Unavailable
ALLESpouse$1,001 - $15,000UnavailableUnavailable$152.28Sep 18, 2026Unavailable
AIGSpouse$1,001 - $15,000UnavailableUnavailable$75.33Sep 18, 2026Unavailable
BACSpouse$1,001 - $15,000UnavailableUnavailable$57.73Sep 18, 2026Unavailable
CSpouse$15,001 - $50,000UnavailableUnavailable$131.77Sep 18, 2026Unavailable
ETSpouse$1,001 - $15,000UnavailableUnavailable$21.14Sep 18, 2026Unavailable
IRSpouse$1,001 - $15,000UnavailableUnavailable$71.83Sep 18, 2026Unavailable
METASpouse$15,001 - $50,000UnavailableUnavailable$665.75Sep 18, 2026Unavailable
MDLZSpouse$1,001 - $15,000UnavailableUnavailable$60.85Sep 18, 2026Unavailable
MSSpouse$1,001 - $15,000UnavailableUnavailable$202.58Sep 18, 2026Unavailable
HSYSpouse$1,001 - $15,000UnavailableUnavailable$169.79Sep 18, 2026Unavailable
TTSpouse$15,001 - $50,000UnavailableUnavailable$429.11Sep 18, 2026Unavailable
WMTSpouse$1,001 - $15,000UnavailableUnavailable$106.73Sep 18, 2026Unavailable

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.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ AAON, Inc. (AAON) [ST]not_reported219.151751103435435505520128716287.36
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ameren Corporation (AEE) [ST]not_reported830.018813634351482957060646385508.54
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The AES Corporation (AES) [ST]not_reported1546.90623512613041408852927222894.21
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Allegiant Travel Company (ALGT) [ST]not_reported70.744539747104076399327968875529.39
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Appian Corporation - Class A (APPN) [ST]not_reported686.243665540540540540540540526022.36
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Church & Dwight Company, Inc. (CHD) [ST]not_reported350.750053960716598316425642133149.39
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Casella Waste Systems, Inc. - Class A (CWST) [ST]not_reported1031.92762795817281232801320993224.34
Darling Ingredients Inc. (DAR) [ST]not_reported3.3759942894683646654538104224.64
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DT Midstream, Inc. (DTM) [ST]not_reported163.208894328845369237046103620414.17
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Duke Energy Corporation (DUK) [ST]not_reported699.566271803003451170599757582387.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Devon Energy Corporation (DVN) [ST]not_reported734.911994193431319179822173837723.03
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Equinor ASA (EQNR) [ST]not_reported934.997123130034522439585730742776.12
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ TechnipFMC plc Ordinary Share (FTI) [ST]not_reported4829.197622585438335809806835362044.95
Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST]not_reported1262.5429264022624739074809781233087.80
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Helmerich & Payne, Inc. (HP) [ST]not_reported1741.76730143985137018114259275679.79
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Henry Schein, Inc. (HSIC) [ST]not_reported104.25462600990357049778472779124.36
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Hexcel Corporation (HXL) [ST]not_reported621.305677690690116612502389656762.49
Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Kosmos Energy Ltd. Common Shares (KOS) [ST]not_reported28271.4862681744749596122778787358.89
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST]not_reported2341.534582132564841498559078111503.88
Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST]not_reported144648.04725168756027000964322866924.30
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Littelfuse, Inc. (LFUS) [ST]not_reported127.934577231931979215871516350619.87
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Lennox International, Inc. (LII) [ST]not_reported157.318844087322716491601723256979.31
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Matador Resources Company (MTDR) [ST]not_reported515.164198325820991629104958032542.92
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Neogen Corporation (NEOG) [ST]not_reported332.10875882108758821087588213912.24
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ NiSource Inc (NI) [ST]not_reported1102.08545269582909460834181144733.65
Nokia Corporation Sponsored American Depositary Shares (NOK) [ST]not_reported10209.48014566230552578858835100461.28
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST]not_reported1409.66372282608695652173913089541.84
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pinnacle West Capital Corporation (PNW) [ST]not_reported109.416028446389496717724288810383.58
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Rexford Industrial Realty, Inc. (REXR) [ST]not_reported564.342767841639173467615905521794.92
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ SiteOne Landscape Supply, Inc. (SITE) [ST]not_reported630.945570791621098679229410355270.83
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snap Inc. Class A (SNAP) [ST]not_reported2475.28560548362528560548362514430.92
Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST]not_reported1735.4663774403470715835141006681.55
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ TotalEnergies SE (TTE) [ST]not_reported2109.517268445839874411302983196438.25
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Twist Bioscience Corporation (TWST) [ST]not_reported929.6481693363844393592677346128384.41
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Physical Therapy, Inc. (USPH) [ST]not_reported73.264652014652014652014652015989.39
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vonage Holdings Corp. (VG) [ST]not_reported1725.07961783439490445859872626376.47
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Valero Energy Corporation (VLO) [ST]not_reported456.3558524651863003387278886181191.53
Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]not_reported1446.115901912771922353525675744214.63
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST]not_reported1356.448247078464106844741235140405.96
Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Wix.com Ltd. - Ordinary Shares (WIX) [ST]not_reported122.051868802440884820747521010079.04
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Xcel Energy Inc. (XEL) [ST]not_reported459.306105144149236856981345433295.10
Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Exxon Mobil Corporation (XOM) [ST]not_reported4758.302195235871088276506305805675.73
Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Zurn Elkay Water Solutions Corporation (ZWS) [ST]not_reported1193.11674008810572687224669655098.13
E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST]spouse93.518410286382232612507305677058.77
E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST]spouse27.752532260302483696406271689656.22
E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST]spouse145.46363636363636363636363648658.00
E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST]spouse485.172832019405700424499696810348.74
E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) [ST]spouse43.963622376085284097153533367492.28
E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]spouse148.62530187627716886494519789229.63

Completed trades

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
MDT — Medtronic plc. Ordinary Shares (MDT) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 80 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
MSFT — Microsoft Corporation (MSFT) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 82 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Jan 31, 2023Sep 12, 2026
MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 83 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
NEE — NextEra Energy, Inc. (NEE) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 89 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Jan 31, 2023Sep 12, 2026
NOC — Northrop Grumman Corporation (NOC) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 91 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
PEP — Pepsico, Inc. (PEP) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 94 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
PLUG — Plug Power, Inc. (PLUG) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 95 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
PG — Procter & Gamble Company (PG) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 96 · Ptr
not_reported · P · $50,001 - $100,000

Jan 31, 2023Sep 12, 2026
PEG — Public Service Enterprise Group Incorporated (PEG) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 97 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
RJF — Raymond James Financial, Inc. (RJF) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 98 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
RTX — Raytheon Technologies Corporation (RTX) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 99 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
RIVN — Rivian Automotive, Inc. - Class A (RIVN) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 100 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
RBLX — Roblox Corporation Class A (RBLX) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 101 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
CRM — Salesforce, Inc. (CRM) [ST]Not reportedPurchase
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 104 · Ptr
not_reported · P · $100,001 - $250,000

Jan 31, 2023Sep 12, 2026
SRPT — Sarepta Therapeutics, Inc. (SRPT) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Ptr
not_reported · S · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
SBAC — SBA Communications Corporation - Class A (SBAC) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 106 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
SBCF — Seacoast Banking Corporation of Florida (SBCF) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 107 · Ptr
not_reported · S · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
SHW — Sherwin-Williams Company (SHW) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 109 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
SWAV — ShockWave Medical, Inc. (SWAV) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 111 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
SNOW — Snowflake Inc. Class A (SNOW) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 112 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
SR — Spire Inc. (SR) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 114 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
SPWR — SunPower Corporation (SPWR) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 116 · Ptr
not_reported · S · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
SYNH — Syneos Health, Inc. - Class A (SYNH) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 118 · Ptr
not_reported · S · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
SYY — Sysco Corporation (SYY) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 119 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
TSLA — Tesla, Inc. (TSLA) [ST]Not reportedSale (partial)
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 121 · Ptr
not_reported · S (partial) · $100,001 - $250,000

Jan 31, 2023Sep 12, 2026
TTD — The Trade Desk, Inc. - Class A (TTD) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 122 · Ptr
not_reported · P · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
USB — U.S. Bancorp (USB) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 126 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
UNP — Union Pacific Corporation (UNP) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 128 · Ptr
not_reported · S (partial) · $50,001 - $100,000

Jan 31, 2023Sep 12, 2026
UAL — United Airlines Holdings, Inc. (UAL) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 129 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
URI — United Rentals, Inc. (URI) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 130 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 131 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Jan 31, 2023Sep 12, 2026
VFC — V.F. Corporation (VFC) [ST]Not reportedSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 132 · Ptr
not_reported · S · $50,001 - $100,000

Jan 31, 2023Sep 12, 2026
VZ — Verizon Communications Inc. (VZ) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 133 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
VTRS — Viatris Inc. (VTRS) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 134 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
WPM — Wheaton Precious Metals Corp Common Shares (WPM) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 137 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
ZTS — Zoetis Inc. Class A (ZTS) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 138 · Ptr
not_reported · P · $1,001 - $15,000

Jan 31, 2023Sep 12, 2026
ESALY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Eisai Co Ltd American Depositary Shares (ESALY) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 908 · Annual
not_reported · S · $1,001 - $15,000

Jan 30, 2023Sep 14, 2026
ESALY — Eisai Co Ltd American Depositary Shares (ESALY) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 45 · Ptr
not_reported · S · $1,001 - $15,000

Jan 30, 2023Sep 12, 2026
RDSMY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Royal DSM NV Sponsored ADR (RDSMY) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1160 · Annual
not_reported · S · $1,001 - $15,000

Jan 24, 2023Sep 14, 2026
RDSMY — Royal DSM NV Sponsored ADR (RDSMY) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Ptr
not_reported · S · $1,001 - $15,000

Jan 24, 2023Sep 12, 2026
AJINY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Ajinomoto Company, Inc. American Depositary Shares (AJINY) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 779 · Annual
not_reported · P · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026
ALPMY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Astellas Pharma Inc Unsponsored ADR (ALPMY) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 803 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026
BAYRY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 821 · Annual
not_reported · P · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026
BTI — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 835 · Annual
not_reported · S (partial) · $50,001 - $100,000

Jan 13, 2023Sep 14, 2026
DNTUY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Dentsu Inc Tokyo Unsponsored ADR (DNTUY) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 888 · Annual
not_reported · P · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026
DEO — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Diageo plc (DEO) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 897 · Annual
not_reported · P · $15,001 - $50,000

Jan 13, 2023Sep 14, 2026
ESALY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Eisai Co Ltd American Depositary Shares (ESALY) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 907 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026
FANUY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Fanuc Corporation Unsponsored ADR (FANUY) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 922 · Annual
not_reported · P · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026
GVDNY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Givaudan SA Unsponsored ADR (GVDNY) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 942 · Annual
not_reported · S (partial) · $1,001 - $15,000

Jan 13, 2023Sep 14, 2026

All disclosures

20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 13, 2026Daniel Goldman — Annual report filed 2026-08-13
Annual
Dec 31, 2025Needs review
Apr 6, 2026Daniel Goldman — Financial disclosure (X) filed 2026-04-06
Financial
Not establishedParsed
Aug 13, 2025Daniel Goldman — Annual report filed 2025-08-13
Annual
Dec 31, 2024Needs review
May 14, 2025Daniel Goldman — Financial disclosure (X) filed 2025-05-14
Financial
Not establishedParsed
Mar 28, 2025Daniel Goldman — PTR filed 2025-03-28
Ptr
Not establishedParsed
Aug 13, 2024Daniel Goldman — Annual report filed 2024-08-13
Annual
Dec 31, 2023Needs review
Apr 18, 2024Daniel Goldman — Financial disclosure (X) filed 2024-04-18
Financial
Not establishedParsed
Sep 17, 2023Daniel Goldman — PTR filed 2023-09-17
Ptr
Not establishedParsed
Aug 13, 2023Daniel Goldman — Financial disclosure (H) filed 2023-08-13
Financial
Not establishedNeeds review
Aug 13, 2023Daniel Goldman — Financial disclosure (C) filed 2023-08-13
Financial
Jun 30, 2022Parsed
Aug 13, 2023Daniel Goldman — PTR filed 2023-08-13
Ptr
Not establishedParsed
Jul 24, 2023Daniel Goldman — PTR filed 2023-07-24
Ptr
Not establishedParsed
Jun 15, 2023Daniel Goldman — PTR filed 2023-06-15
Ptr
Not establishedParsed
May 19, 2023Daniel Goldman — PTR filed 2023-05-19
Ptr
Not establishedParsed
May 8, 2023Daniel Goldman — Financial disclosure (X) filed 2023-05-08
Financial
Not establishedParsed
Apr 17, 2023Daniel Goldman — PTR filed 2023-04-17
Ptr
Not establishedParsed
Mar 20, 2023Daniel Goldman — PTR filed 2023-03-20
Ptr
Not establishedParsed
Feb 24, 2023Daniel Goldman — PTR filed 2023-02-24
Ptr
Not establishedParsed
Jul 29, 2022Daniel Goldman — Financial disclosure (C) filed 2022-07-29
Annual
Not establishedNeeds review
Jul 8, 2022Daniel Goldman — Financial disclosure (X) filed 2022-07-08
Financial
Not establishedParsed