Daniel Goldman

Estimate as of Oct 26, 2026

Democrat · House NY10

Wikipedia biography ↗Years Elected: About 3.8Rank: #76

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2023 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

11.73%

Cumulative estimated return

SPY: 13.01%
Outperformance: -1.28 percentage points

2025-10-24 – 2026-10-26

Missing information

405 rows without a saved price.
436 sales exceeding observed holdings (unmatched amount omitted).
1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

40.77%

Cumulative estimated return

SPY: 85.52%
Outperformance: -44.75 percentage points

2023-10-26 – 2026-10-26

Missing information

405 rows without a saved price.
436 sales exceeding observed holdings (unmatched amount omitted).
1368 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

53.27%

Cumulative estimated return

SPY: 102.88%
Outperformance: -49.61 percentage points

2022-06-30 – 2026-10-26

Missing information

405 rows without a saved price.
436 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1368 annual source rows remain unresolved or superseded; excluded from usable transactions.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 Oct 26, 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.

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.

Estimated positions as of Oct 26, 2026

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

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.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
HST — Host Hotels (HST) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 206 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
HHC — Howard Hughes Corporation (HHC) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 207 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
ICHR — Ichor Holdings - Ordinary Shares (ICHR) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 212 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
IRT — Independence Realty Trust, Inc. (IRT) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 215 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
IIPR — Innovative Industrial Properties, Inc. (IIPR) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 220 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PODD — Insulet Corporation (PODD) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 221 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
IFF — International Flavors & Fragrances, Inc. (IFF) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 223 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
INVH — Invitation Homes Inc. (INVH) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 225 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
IRM — Iron Mountain Incorporated (IRM) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 226 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
JAZZ — Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 232 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
JBGS — JBG SMITH Properties Common Shares (JBGS) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 233 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
KDP — Keurig Dr Pepper Inc. (KDP) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 241 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
KRC — Kilroy Realty Corporation (KRC) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 242 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
KRG — Kite Realty Group Trust (KRG) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 247 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
KR — Kroger Company (KR) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 253 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
KLIC — Kulicke and Soffa Industries, Inc. (KLIC) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 256 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
LHX — L3Harris Technologies, Inc. (LHX) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 257 · Ptr not_reported · S · $50,001 - $100,000	Jul 12, 2023	Sep 12, 2026
LBTYA — Liberty Global plc - Class A Ordinary Shares (LBTYA) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 262 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
LBTYK — Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 263 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
LSI — Life Storage, Inc. (LSI) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 264 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
LMT — Lockheed Martin Corporation (LMT) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 267 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
LVMUY — LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST]	Not reported	Sale Source rows (1) $100,001 - $250,000 Original ↗ · Row 275 · Ptr not_reported · S · $100,001 - $250,000	Jul 12, 2023	Sep 12, 2026
MTB — M&T Bank Corporation (MTB) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 276 · Ptr not_reported · S · $50,001 - $100,000	Jul 12, 2023	Sep 12, 2026
MKTX — MarketAxess Holdings, Inc. (MKTX) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 280 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
MELI — MercadoLibre, Inc. (MELI) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 284 · Ptr not_reported · S · $50,001 - $100,000	Jul 12, 2023	Sep 12, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 287 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
MAA — Mid-America Apartment Communities, Inc. (MAA) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 290 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
MRNA — Moderna, Inc. (MRNA) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 297 · Ptr not_reported · S · $50,001 - $100,000	Jul 12, 2023	Sep 12, 2026
MOH — Molina Healthcare Inc (MOH) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 298 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
MOS — Mosaic Company (MOS) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 299 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
NSA — National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 321 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
NXRT — NexPoint Residential Trust, Inc. (NXRT) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 336 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
NVO — Novo Nordisk A/S (NVO) [ST]	Not reported	Sale Source rows (1) $100,001 - $250,000 Original ↗ · Row 352 · Ptr not_reported · S · $100,001 - $250,000	Jul 12, 2023	Sep 12, 2026
OGS — ONE Gas, Inc. (OGS) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 359 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PD — PagerDuty, Inc. (PD) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 365 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PARAA — Paramount Global - Class A (PARAA) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 367 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PK — Park Hotels & Resorts Inc. (PK) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 369 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PYPL — PayPal Holdings, Inc. (PYPL) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 370 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PEB — Pebblebrook Hotel Trust Common Shares of Beneficial Interest (PEB) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 371 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PFE — Pfizer, Inc. (PFE) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 373 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
PECO — Phillips Edison & Company, Inc. (PECO) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 374 · Ptr not_reported · S · $15,001 - $50,000	Jul 12, 2023	Sep 12, 2026
PHIN — PHINIA Inc. (PHIN) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 375 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PLTK — Playtika Holding Corp. (PLTK) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 376 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
PGR — Progressive Corporation (PGR) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 377 · Ptr not_reported · S · $50,001 - $100,000	Jul 12, 2023	Sep 12, 2026
PLD — ProLogis, Inc. (PLD) [ST]	Not reported	Sale Source rows (1) $100,001 - $250,000 Original ↗ · Row 378 · Ptr not_reported · S · $100,001 - $250,000	Jul 12, 2023	Sep 12, 2026
PSA — Public Storage (PSA) [ST]	Not reported	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 384 · Ptr not_reported · S · $50,001 - $100,000	Jul 12, 2023	Sep 12, 2026
QDEL — QuidelOrtho Corporation (QDEL) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 389 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
RBA — RB Global, Inc. (RBA) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 391 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
RWT — Redwood Trust, Inc. (RWT) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 392 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026
RLAY — Relay Therapeutics, Inc. (RLAY) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 393 · Ptr not_reported · S · $1,001 - $15,000	Jul 12, 2023	Sep 12, 2026

All disclosures

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

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