Democrat · House NY10
Wikipedia biography ↗Years Elected: About 3.8Rank: #76
Federal elected service; earlier service not yet verified.
11.73%
Cumulative estimated return
SPY: 13.01%
Outperformance: -1.28 percentage points
2025-10-24 – 2026-10-26
40.77%
Cumulative estimated return
SPY: 85.52%
Outperformance: -44.75 percentage points
2023-10-26 – 2026-10-26
53.27%
Cumulative estimated return
SPY: 102.88%
Outperformance: -49.61 percentage points
2022-06-30 – 2026-10-26
As of Oct 26, 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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AVTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $15.61Nov 2, 2026 | Unavailable |
| TBLA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3.43Nov 2, 2026 | Unavailable |
| SPGI | Not reported | None | Unavailable | Unavailable | $475.17Nov 2, 2026 | Unavailable |
| LEVI | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $23.03Nov 2, 2026 | Unavailable |
| AMG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $370.39Nov 2, 2026 | Unavailable |
| ALLE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $191.73Nov 2, 2026 | Unavailable |
| AIG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $82.40Nov 2, 2026 | Unavailable |
| BAC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $49.57Nov 2, 2026 | Unavailable |
| C | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $123.10Nov 2, 2026 | Unavailable |
| ET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $20.34Nov 2, 2026 | Unavailable |
| IR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $82.73Nov 2, 2026 | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $606.73Nov 2, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $66.38Nov 2, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $185.73Nov 2, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $171.25Nov 2, 2026 | Unavailable |
| TT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $413.33Nov 2, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $127.69Nov 2, 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 | 219.1517531044556070564708688 | 15515.94 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Ameren Corporation (AEE) [ST] | not_reported | 830.0188136343514829570606463 | 89708.43 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ American Electric Power Company, Inc. (AEP) [ST] | not_reported | 83.39066082968521992912236815 | 10775.74 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ The AES Corporation (AES) [ST] | not_reported | 1546.906235126130414088529272 | 23250.00 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Allegiant Travel Company (ALGT) [ST] | not_reported | 70.74453974710407639932796887 | 4852.37 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Artivion, Inc. (AORT) [ST] | not_reported | 423.7552966101694915254237288 | 9737.90 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Appian Corporation - Class A (APPN) [ST] | not_reported | 686.2436655405405405405405405 | 35389.59 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ AptarGroup, Inc. (ATR) [ST] | not_reported | 314.8968123243871717856796822 | 40013.94 |
| Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) [ST] | not_reported | 698.1239092495636998254799302 | 12070.56 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Church & Dwight Company, Inc. (CHD) [ST] | not_reported | 350.7500539607165983164256421 | 36962.04 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Chipotle Mexican Grill, Inc. (CMG) [ST] | not_reported | 2868.614506678090050946253997 | 81497.34 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ConocoPhillips (COP) [ST] | not_reported | 2783.665516089522324908139406 | 421363.45 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Chevron Corporation (CVX) [ST] | not_reported | 1263.993645531150711424229866 | 293259.17 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Casella Waste Systems, Inc. - Class A (CWST) [ST] | not_reported | 1031.927627958172812328013209 | 99230.16 |
| Darling Ingredients Inc. (DAR) [ST] | not_reported | 3.3759942894683646654538104 | 192.97 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DoorDash, Inc. Class A (DASH) [ST] | not_reported | 124.6766401745363877201184354 | 21000.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ DT Midstream, Inc. (DTM) [ST] | not_reported | 163.2088943288453692370461036 | 20711.21 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Devon Energy Corporation (DVN) [ST] | not_reported | 734.9119941934313191798221738 | 37950.86 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ EOG Resources, Inc. (EOG) [ST] | not_reported | 751.5483520463600144875045273 | 123013.43 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Equinor ASA (EQNR) [ST] | not_reported | 934.9971231300345224395857307 | 44973.36 |
| Daniel Goldman 12/9/2011 Trust ⇒ Aperio Group LLC ⇒ EQT Corporation (EQT) [ST] | not_reported | 232.5726744186046511627906977 | 12756.61 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Diamondback Energy, Inc. (FANG) [ST] | not_reported | 751.1473380107304993809327280 | 155585.15 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ TechnipFMC plc Ordinary Share (FTI) [ST] | not_reported | 4829.197622585438335809806835 | 340023.80 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Assets ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 1262.542926402262473907480978 | 1127804.35 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Helmerich & Payne, Inc. (HP) [ST] | not_reported | 1741.767301439851370181142592 | 69339.76 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Henry Schein, Inc. (HSIC) [ST] | not_reported | 104.2546260099035704977847277 | 8810.56 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Hexcel Corporation (HXL) [ST] | not_reported | 621.3056776906901166125023896 | 49542.91 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ IDACORP, Inc. (IDA) [ST] | not_reported | 306.8400679758308157099697885 | 43022.05 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kirby Corporation (KEX) [ST] | not_reported | 534.1962524654832347140039448 | 71918.84 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Kosmos Energy Ltd. Common Shares (KOS) [ST] | not_reported | 28271.48626817447495961227787 | 80573.74 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST] | not_reported | 2341.534582132564841498559078 | 94668.24 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST] | not_reported | 144648.0472516875602700096432 | 3159113.35 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Littelfuse, Inc. (LFUS) [ST] | not_reported | 127.9345772319319792158715163 | 46572.02 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Lennox International, Inc. (LII) [ST] | not_reported | 157.3188440873227164916017232 | 57522.06 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Alliant Energy Corporation (LNT) [ST] | not_reported | 136.5040095546835011090257635 | 9487.03 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ LXP Industrial Trust Common Stock (LXP) [ST] | not_reported | 148.9851024208566108007448790 | 9104.48 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Marathon Petroleum Corporation (MPC) [ST] | not_reported | 1307.638973360904999391801484 | 615427.21 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Dynamic Equity ⇒ Monolithic Power Systems, Inc. (MPWR) [ST] | not_reported | 195.2934590146859702114363087 | 227960.20 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Matador Resources Company (MTDR) [ST] | not_reported | 515.1641983258209916291049580 | 30956.22 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Nabors Industries Ltd. (NBR) [ST] | not_reported | 119.4996265870052277819268111 | 9833.62 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Neogen Corporation (NEOG) [ST] | not_reported | 332.1087588210875882108758821 | 4055.05 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ NiSource Inc (NI) [ST] | not_reported | 1102.085452695829094608341811 | 47874.59 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | not_reported | 10209.48014566230552578858835 | 87866.29 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ New York Times Company (NYT) [ST] | not_reported | 1164.892473118279569892473118 | 82311.30 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ ONEOK, Inc. (OKE) [ST] | not_reported | 729.7477477477477477477477478 | 70318.49 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Occidental Petroleum Corporation (OXY) [ST] | not_reported | 1409.663722826086956521739130 | 90317.15 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Pinnacle West Capital Corporation (PNW) [ST] | not_reported | 109.4160284463894967177242888 | 11525.88 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ PPL Corporation (PPL) [ST] | not_reported | 294.8949502395871728713601180 | 10297.73 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Phillips 66 (PSX) [ST] | not_reported | 493.9748749847542383217465545 | 142684.64 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Rexford Industrial Realty, Inc. (REXR) [ST] | not_reported | 564.3427678416391734676159055 | 21445.03 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Royal Gold, Inc. (RGLD) [ST] | not_reported | 379.2938752575388649559842667 | 88796.49 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Range Resources Corporation (RRC) [ST] | not_reported | 2626.303030303030303030303030 | 140664.79 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ SiteOne Landscape Supply, Inc. (SITE) [ST] | not_reported | 630.9455707916210986792294103 | 64047.28 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Snap Inc. Class A (SNAP) [ST] | not_reported | 2475.285605483625285605483625 | 15693.31 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Southern Company (SO) [ST] | not_reported | 1051.752909830318328425185808 | 97360.77 |
| Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST] | not_reported | 1735.466377440347071583514100 | 5865.88 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Twist Bioscience Corporation (TWST) [ST] | not_reported | 929.6481693363844393592677346 | 135031.40 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Physical Therapy, Inc. (USPH) [ST] | not_reported | 73.26465201465201465201465201 | 6494.91 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vonage Holdings Corp. (VG) [ST] | not_reported | 1725.079617834394904458598726 | 23737.10 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Viavi Solutions Inc. (VIAV) [ST] | not_reported | 3061.300075585789871504157218 | 97594.25 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Valero Energy Corporation (VLO) [ST] | not_reported | 456.3558524651863003387278886 | 194754.42 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Jennison ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | not_reported | 1446.115901912771922353525675 | 748350.52 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 1356.448247078464106844741235 | 150728.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Wix.com Ltd. - Ordinary Shares (WIX) [ST] | not_reported | 122.0518688024408848207475210 | 9810.53 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 769.0323614226209548221723807 | 55178.07 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Xcel Energy Inc. (XEL) [ST] | not_reported | 459.3061051441492368569813454 | 35761.57 |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 4758.302195235871088276506305 | 878097.09 |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Granite ⇒ Zurn Elkay Water Solutions Corporation (ZWS) [ST] | not_reported | 1193.116740088105726872246696 | 58844.52 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | spouse | 93.51841028638223261250730567 | 7587.15 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | spouse | 50.24808441150609219947242809 | 8955.21 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST] | spouse | 27.75253226030248369640627168 | 10850.41 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST] | spouse | 145.4636363636363636363636364 | 7348.82 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) [ST] | spouse | 278.5200102836575542034450253 | 33712.06 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST] | spouse | 485.1728320194057004244996968 | 9994.56 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) [ST] | spouse | 43.96362237608528409715353336 | 7396.00 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. (IR) [ST] | spouse | 100.9909113860136329209795506 | 7525.84 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9358.94 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. - Class A (META) [ST] | spouse | 49.23646775439712766440939872 | 31046.55 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) [ST] | spouse | 45.06562271165436827578437447 | 8269.09 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies plc (TT) [ST] | spouse | 83.50590955806783144912641316 | 37997.69 |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) [ST] | spouse | 71.81132752894713221434341621 | 8638.18 |
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 |
|---|---|---|---|---|
| ANET — Arista Networks, Inc. (ANET) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| TEAM — Atlassian Corporation - Class A (TEAM) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| AVB — AvalonBay Communities, Inc. (AVB) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| AVTR — Avantor, Inc. (AVTR) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| ONC — BeiGene, Ltd. - American Depositary Shares (BGNE) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| BELFB — Bel Fuse Inc. - Class B (BELFB) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| BXP — Boston Properties, Inc. (BXP) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| BEPC — Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CADE — Cadence Bank (CADE) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CTRE — CareTrust REIT, Inc. (CTRE) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CHPT — ChargePoint Holdings, Inc. (CHPT) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CIEN — Ciena Corporation (CIEN) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CFG — Citizens Financial Group, Inc. (CFG) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CLVT — Clarivate Plc Ordinary Shares (CLVT) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CBU — Community Bank System, Inc. (CBU) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CAG — ConAgra Brands, Inc. (CAG) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| CUBE — CubeSmart Common Shares (CUBE) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| DRH — Diamondrock Hospitality Company (DRH) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| DG — Dollar General Corporation (DG) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| DLTR — Dollar Tree, Inc. (DLTR) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| D — Dominion Energy, Inc. (D) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EIX — Edison International (EIX) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| ENTA — Enanta Pharmaceuticals, Inc. (ENTA) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EPAM — EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EPR — EPR Properties (EPR) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EQIX — Equinix, Inc. (EQIX) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EQR — Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EPRT — Essential Properties Realty Trust, Inc. (EPRT) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| ESS — Essex Property Trust, Inc. (ESS) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EVBG — Everbridge, Inc. (EVBG) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| ES — Eversource Energy (ES) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EXC — Exelon Corporation (EXC) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| EXR — Extra Space Storage Inc (EXR) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| FN — Fabrinet Ordinary Shares (FN) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| FERG — Ferguson plc Ordinary Shares (FERG) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| FIS — Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| FNF — FNF Group of Fidelity National Financial, Inc. (FNF) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| FCPT — Four Corners Property Trust, Inc. (FCPT) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| GTY — Getty Realty Corporation (GTY) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| GILD — Gilead Sciences, Inc. (GILD) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| HALO — Halozyme Therapeutics, Inc. (HALO) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| PEAK — Healthpeak Properties, Inc. (PEAK) [ST] | Not reported | Sale | Jul 12, 2023 | Sep 12, 2026 |
| HEI.A — Heico Corporation (HEI.A) [ST] | Not reported | Sale | Jul 12, 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.