House · Democrat · NY-10 · in the House since 2023 · Latest annual report · goldman.house.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Exchange Place (Equity Only): All Cap LP [HE] | Over $50M | Self |
| DFA International Sustainability Core 1 Portfolio (DFSPX) [MF] | $5M – $25M | Self |
| BBR ALO Fund, LLC [HE] | $5M – $25M | Self |
| BBR Equity Long/Short (QP), LP [HE] | $5M – $25M | Self |
| Gilder Gagnon Howe & Co, (J.D.) [HE] | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Feb 11, 2025 | S&P Global Inc | Sale · Stock | $15K – $50K | Self | Filing |
| Aug 3, 2023 | Wolters Kluwer NV | Sale · Stock | $1K – $15K | Self | Filing |
| Aug 3, 2023 | Not linked to a company SIG GROUP AG UNSP/ADR (SIGCY) | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 19, 2023 | Northrop Grumman Corp | Sale · Stock | $15K – $50K | Self | Filing |
| Jul 14, 2023 | Zoetis Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 14, 2023 | Ventas Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 14, 2023 | Tyson Foods Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 14, 2023 | T-Mobile US Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 14, 2023 | Thor Industries Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 14, 2023 | TE Connectivity PLC | Sale · Stock | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 16, 2025 | Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) | Buy · Mutual fund | $1K – $15K | Child | 2025 Annual Report filed Aug 13, 2026 |
| Dec 4, 2025 | Goldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX) | Buy · Mutual fund | $5M – $25M | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 4, 2025 | Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX) | Sale · Mutual fund | $5M – $25M | Self | 2025 Annual Report filed Aug 13, 2026 |
| Aug 31, 2025 | Artisan: Dynamic Equity (Non-US Equity) [Series] | Sale · Other | $1M – $5M | Self | 2025 Annual Report filed Aug 13, 2026 |
| Aug 29, 2025 | Artisan: Dynamic Equity (Non-US Equity) [Series] | Partial sale · Other | $100K – $250K | Self | 2025 Annual Report filed Aug 13, 2026 |
From Daniel S. Goldman's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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