Daniel Goldman
Representative
NY-10
2025 disclosure
Daniel Goldman (NY-10) disclosed a net worth range between $1.9M and $275.9M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$1.9M – $275.9M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
109
Disclosed liabilities
4
Net worth band by reporting year
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $1.9M – $275.9M |
| 2024 | 2025-08-13 | $1.8M – $272.8M |
| 2023 | 2024-08-13 | -$7M – $225.4M |
Disclosed assets
The assets Daniel Goldman itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
109
Total disclosed (band)
$106.9M – $311.9M
Showing the 100 largest of 109 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Daniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR Exchange Place ⇒ | — |
$1M - $5M
Partnership Income
|
$50M - $50M |
| Daniel Goldman 12/9/2011 Trust ⇒ Gilder Gagnon Howe & Co, (J.D.) | HE |
$100K - $1M
Capital Gains, Dividends
|
$5M - $25M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX) | MF |
$100K - $1M
Capital Gains, Dividends
|
$5M - $25M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX) | MF |
$100K - $1M
Dividends
|
$5M - $25M |
| Daniel Goldman 12/9/2011 Trust ⇒ Exchange Place (Equity Only) All Cap LP | HE |
$50K - $100K
Partnership Income
|
$1M - $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series K, LP | HE |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund IV, LP | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VI LP | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ | — |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman 1997 Trust ⇒ Monte Vista Opportunity Fund I LP | HE | — | $1M - $5M |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) | ST |
$15K - $50K
Dividends
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1 | OT |
$1K - $2.5K
Dividends
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs GQG Partners International Opportunities Fund Class P Shares (GGIPX) | MF |
$100K - $1M
Capital Gains, Dividends
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Patient Square Equity Partners Access LLC | HE |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ REDBIRD CAPITAL PARTNERS IV AC | HE |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Tiger Global Crossover Access LLC | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP | HE |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ BELGARD CAPITAL FUND LLC CLASS II | HE |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY VIII, L.P. | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL IX, L.P. | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL VIII, L.P. | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL X, L.P. | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL XII, LP | HE |
$50K - $100K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ Stepstone VC Opportunities VI, L.P. | HE |
$201 - $1K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ UNICORN PARTNERS FUND III, LP | HE |
$5K - $15K
Partnership Income
|
$1M - $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ WAVE EQUITY FUND II LP | HE |
$15K - $50K
Partnership Income
|
$1M - $5M |
| Daniel Goldman 12/9/2011 Trust ⇒ 12 West Capital Fund LP | HE |
$201 - $1K
Partnership Income
|
$500K - $1M |
| Daniel Goldman 12/9/2011 Trust ⇒ Jottshots! | HE | — | $500K - $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration III, LP | HE |
$15K - $50K
Partnership Income
|
$500K - $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration IV, LP | HE |
$50K - $100K
Partnership Income
|
$500K - $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series I, LP | HE |
$5K - $15K
Partnership Income
|
$500K - $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series L, LP | HE |
$5K - $15K
Partnership Income
|
$500K - $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VII, LP | HE |
$15K - $50K
Partnership Income
|
$500K - $1M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ Financial Square Government Fund FST Shares (FGTXX) | MF |
$15K - $50K
Dividends
|
$500K - $1M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ DOVER STREET X LLC | HE |
$1K - $2.5K
Partnership Income
|
$500K - $1M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P. | HE |
$15K - $50K
Partnership Income
|
$500K - $1M |
| Daniel Goldman 12/9/2011 Trust ⇒ Cypress Point Technology Fund LP | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund II, LP | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund III, LP | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Financial Square Government Fund FST Shares (FGTXX) | MF |
$15K - $50K
Dividends
|
$250K - $500K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CHARLES RIVER REALTY FUND II L P | HE |
$100K - $1M
Partnership Income
|
$250K - $500K |
| Trust #4 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | HE |
$15K - $50K
Dividends
|
$250K - $500K |
| Trust #4 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ GOLDMAN SACHS BANK USA DEPOSIT | BA |
$5K - $15K
Interest
|
$100K - $250K |
| Daniel Goldman 1997 Trust ⇒ Monte Vista Real Estate Fund I LLC | HE | — | $100K - $250K |
| Fidelity - Winston & Strawn LLP - 401k ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) | MF |
Tax-Deferred
|
$100K - $250K |
| Trust #1 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | HE |
$5K - $15K
Dividends
|
$100K - $250K |
| Trust #1 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust #3 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | HE |
$5K - $15K
Dividends
|
$100K - $250K |
| Trust #3 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Trust #2 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | HE |
$5K - $15K
Dividends
|
$50K - $100K |
| Trust #2 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Daniel Goldman 1997 Trust ⇒ Financial Square Government Fund FST Shares (FGTXX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Daniel Goldman 1997 Trust ⇒ Presidio NCD III LP | HE |
$201 - $1K
Partnership Income
|
$15K - $50K |
| Daniel Goldman 1997 Trust ⇒ Presidio Northgate PEP II LP | HE | — | $15K - $50K |
| Daniel Goldman 1997 Trust ⇒ Stevenson Street H.I.G. II LP | HE | — | $15K - $50K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Goldman Sachs - Cash | BA | — | $15K - $50K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC | HE |
$2.5K - $5K
Partnership Income
|
$15K - $50K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXOR CAPITAL PARTNERS, LP | HE | — | $15K - $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. - Class A (META) | ST | — | $15K - $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley Bank NA | BA | — | $15K - $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies plc (TT) | ST | — | $15K - $50K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Trust #4 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Daniel Goldman 12/9/2011 Trust ⇒ Goldman Sachs Bank USA Deposit | BA | — | $1K - $15K |
| Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) | ST | — | $1K - $15K |
| Daniel Goldman 1997 Trust ⇒ Northern Trust - Money Market | BA | — | $1K - $15K |
| Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) | ST | — | $1K - $15K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA INTERNATIONAL PARTNERS, L.P. | HE | — | $1K - $15K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY III, L.P. | HE |
$15K - $50K
Partnership Income
|
$1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary Shares (ALLE) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. (IR) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) | ST | — | $1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) | ST | — | $1K - $15K |
| JPM IRA ⇒ The AB Portfolios - AB Balanced Wealth Strategy - Class A (ABWAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Schwab-Cash | BA | — | $1K - $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) | MF | — | $1K - $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Schwab-Cash | BA | — | $1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
4
Total disclosed (band)
$36M – $105M
| Description | Amount owed |
|---|---|
| Bank Line of Credit (Goldman Sachs) | $25M - $50M |
| Mortgage on personal residence in New York, NY (Goldman Sachs) | $5M - $25M |
| Mortgage on personal residence in Water Mill, NY (Northern Trust) | $5M - $25M |
| Mortgage on personal residence in Atlantic Beach, NY (Northern Trust) | $1M - $5M |
Recent stock trades
Disclosed trades
840
Avg. disclosure lag
33.4 days
Filed past 45-day deadline
3.2%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-02-11 | SPGI ST · S&P Global Inc. Common Stock (SPGI) | Sell | — Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > Brokerage | $15K - $50K | 2025-03-28 | 45d |
| 2023-08-03 | WTKWY ST · Wolters Kluwer N V Ord American Depositary Shares (WTKWY) | Sell | — Daniel Goldman Grandchildren 1986 Trust > MP | $1K - $15K | 2023-09-17 | 45d |
| 2023-08-03 | SIGCY ST · SIG GROUP AG UNSP/ADR (SIGCY) | Sell | — Daniel Goldman Grandchildren 1986 Trust > MP | $1K - $15K | 2023-09-17 | 45d |
| 2023-07-19 | NOC Northrop Grumman Corporation (NOC) | Sell | — | $15K - $50K | 2023-08-13 | 25d |
| 2023-07-14 | MRK Merck & Company, Inc. Common Stock (MRK) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | TEL TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | ABBV AbbVie Inc. (ABBV) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | MO Altria Group, Inc. (MO) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | APTV Aptiv PLC Ordinary Shares (APTV) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | T AT&T Inc. (T) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | KO Coca-Cola Company (KO) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | COIN Coinbase Global, Inc. - Class A (COIN) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | DAR Darling Ingredients Inc. (DAR) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | F Ford Motor Company (F) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | JNJ Johnson & Johnson (JNJ) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | THO Thor Industries, Inc. (THO) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | TMUS T-Mobile US, Inc. (TMUS) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | TSN Tyson Foods, Inc. (TSN) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | VTR Ventas, Inc. (VTR) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | PLD ProLogis, Inc. (PLD) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-14 | ZTS Zoetis Inc. Class A (ZTS) | Sell | — | $1K - $15K | 2023-08-13 | 30d |
| 2023-07-12 | ARE Alexandria Real Estate Equities, Inc. (ARE) | Sell | — | $15K - $50K | 2023-08-13 | 32d |
| 2023-07-12 | ADM Archer-Daniels-Midland Company (ADM) | Sell | — | $50K - $100K | 2023-08-13 | 32d |
| 2023-07-12 | TEAM Atlassian Corporation - Class A (TEAM) | Sell | — | $15K - $50K | 2023-08-13 | 32d |
| 2023-07-12 | BMY Bristol-Myers Squibb Company (BMY) | Sell | — | $15K - $50K | 2023-08-13 | 32d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
31 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| OPEN | 4,762 | $15K | 0.7% |
| PLUG | 3,004 | $6.5K | 0.3% |
| COLB | 1,486 | $45.8K | 2.0% |
| NOK | 1,424 | $14.3K | 0.6% |
| AEG | 1,260 | $11.5K | 0.5% |
| CRM | 1,219 | $315.9K | 13.9% |
| INTC | 1,150 | $110.2K | 4.8% |
| GOOGL | 1,100 | $372.5K | 16.4% |
| RBLX | 873 | $37.8K | 1.7% |
| MDT | 785 | $73.9K | 3.3% |
| AFRM | 719 | $52K | 2.3% |
| TTD | 641 | $9.3K | 0.4% |
| MO | 532 | $36.6K | 1.6% |
| CTSH | 532 | $33.1K | 1.5% |
| PG | 527 | $77.1K | 3.4% |
| ROKU | 505 | $78.6K | 3.5% |
| TSLA | 444 | $157K | 6.9% |
| EW | 412 | $37.1K | 1.6% |
| ED | 355 | $38.1K | 1.7% |
| ABNB | 293 | $53.2K | 2.3% |
| SHW | 282 | $94.2K | 4.1% |
| ACN | 266 | $49.7K | 2.2% |
| PEP | 242 | $33.3K | 1.5% |
| ARE | 239 | $12.6K | 0.6% |
| AAPL | 233 | $74.5K | 3.3% |
| TEX | 187 | $11.8K | 0.5% |
| ISRG | 171 | $62.7K | 2.8% |
| UAL | 163 | $18.2K | 0.8% |
| BRO | 140 | $10K | 0.4% |
| FITB | 137 | $7.5K | 0.3% |
| AON | 112 | $36.2K | 1.6% |
| MKC | 109 | $5.7K | 0.3% |
| MSFT | 102 | $50.8K | 2.2% |
| LLY | 97 | $111K | 4.9% |
| BILL | 68 | $3.4K | 0.2% |
| CNP | 61 | $2.4K | 0.1% |
| GLDI | 56 | $8.5K | 0.4% |
| QS | 52 | $286 | 0.0% |
| ZTS | 50 | $3.8K | 0.2% |
| CME | 45 | $12.7K | 0.6% |
| CAR | 42 | $5.8K | 0.3% |
| FCNCA | 33 | $72.2K | 3.2% |
| CSGP | 20 | $619 | 0.0% |
| ALNY | 19 | $5.1K | 0.2% |
| CEG | 14 | $4.1K | 0.2% |
| EXC | 10 | $455 | 0.0% |
| DAR | 3 | $220 | 0.0% |
| SWX | 2 | $175 | 0.0% |
| URI | 1 | $1K | 0.1% |
| MOH | 1 | $144 | 0.0% |
| TAP | 0 | $11 | 0.0% |