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 | $15.14Nov 5, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $2.74Nov 4, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $472.41Nov 5, 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 | $187.14Nov 5, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $80.93Nov 5, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $49.76Nov 5, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $118.45Nov 5, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $19.19Nov 5, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $81.85Nov 5, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $605.08Nov 5, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $66.82Nov 5, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $182.44Nov 5, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $177.43Nov 5, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $392.43Nov 5, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $127.72Nov 5, 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 |
|---|---|---|---|---|
| HLN — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Haleon plc American Depositary Shares (HLN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| HTHIY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Hitachi, Ltd. American Depositary Shares (HTHIY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 961 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| IDEXY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Industria De Diseno Textil Inditex Sa Unsponsored ADR (IDEXY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 976 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| JAPSY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Japan Airlines Ltd Unsponsored ADR (JAPSY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 993 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| KDDIY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ KDDI Corporation Unsponsored ADR (KDDIY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| KNBWY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Kirin Holdings Company, Limited Sponsored ADR (KNBWY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| LOGI — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Logitech International S.A. - Registered Shares (LOGI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1029 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| MSADY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ MS&AD Insurance Group Holdings, Inc. Unsponsored ADR (MSADY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| NICE — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1086 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| PSO — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Pearson, Plc (PSO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| RHHBY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| SVNDY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Seven & I Holdings Co Ltd Unsponsored ADR (SVNDY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| SSDOY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| SOMMY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Sumitomo Chemical Co Ltd Unsponsored ADR (SOMMY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| STBFY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Suntory Beverage & Food Ltd American Depositary Shares (STBFY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| TKOMY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Tokio Marine Holdings, Inc. Sponsored ADR (TKOMY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1265 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| TRYIY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Toray Industries Inc ADR (TRYIY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| TOSYY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Toshiba Corp Unsponsored ADR (TOSYY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| UL — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Unilever PLC (UL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| VOD — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| WJRYY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ West Japan Railway Co Unsponsored ADR (WJRYY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2023 | Sep 14, 2026 |
| ZURVY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Zurich Insurance Group Limited Sponsored American Depositary Shares (ZURVY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 1319 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| AJINY — Ajinomoto Company, Inc. American Depositary Shares (AJINY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| ALPMY — Astellas Pharma Inc Unsponsored ADR (ALPMY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| BAYRY — Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 22 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| DNTUY — Dentsu Inc Tokyo Unsponsored ADR (DNTUY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| DEO — Diageo plc (DEO) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| ESALY — Eisai Co Ltd American Depositary Shares (ESALY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| FANUY — Fanuc Corporation Unsponsored ADR (FANUY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| GVDNY — Givaudan SA Unsponsored ADR (GVDNY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| HLN — Haleon plc American Depositary Shares (HLN) [ST] | Not reported | Purchase | Jan 13, 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 59 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| IDEXY — Industria De Diseno Textil Inditex Sa Unsponsored ADR (IDEXY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| JAPSY — Japan Airlines Ltd Unsponsored ADR (JAPSY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 66 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| KDDIY — KDDI Corporation Unsponsored ADR (KDDIY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| KNBWY — Kirin Holdings Company, Limited Sponsored ADR (KNBWY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| LOGI — Logitech International S.A. - Registered Shares (LOGI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| MSADY — MS&AD Insurance Group Holdings, Inc. Unsponsored ADR (MSADY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| NICE — NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| PSO — Pearson, Plc (PSO) [ST] | Not reported | Sale | Jan 13, 2023 | Sep 12, 2026 |
| RHHBY — Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| SVNDY — Seven & I Holdings Co Ltd Unsponsored ADR (SVNDY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| SSDOY — Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| SOMMY — Sumitomo Chemical Co Ltd Unsponsored ADR (SOMMY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| STBFY — Suntory Beverage & Food Ltd American Depositary Shares (STBFY) [ST] | Not reported | Purchase | Jan 13, 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 123 · Ptr | Jan 13, 2023 | Sep 12, 2026 |
| TRYIY — Toray Industries Inc ADR (TRYIY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| TOSYY — Toshiba Corp Unsponsored ADR (TOSYY) [ST] | Not reported | Purchase | Jan 13, 2023 | Sep 12, 2026 |
| UL — Unilever PLC (UL) [ST] | Not reported | Purchase | Jan 13, 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.