Congressional stock trades · Member
Daniel S. Goldman
Representative · NY-10 · Democrat
1,307 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 3 annual reports are below.
Current committees: House Committee on Homeland Security; House Committee on the Judiciary.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2023-08-13 | 2023-07-10 | 34 | Member | Fanuc Corporation Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Safran S.A. Unsponsored ADR | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Terumo Corp Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | ZALANDO SE UNSP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Burberry Group Plc Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NVONovo Nordisk A/S | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | British Land Co Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SONYSony Group Corporation American Depositary Shares | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Don Quijote Holdings Co Ltd Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Bridgestone Corp Ord | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Asahi Kaisai Corporation American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | LEGRAND SA Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Vinci SA ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | BMRRYB&M EURO VALUE RET U/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Commerzbank Junge Shs American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Muenchener Re Group AG Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Hannover Rueckversicherung SE American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Sonova Holding AG Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Fast Retailing Co Ltd Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Husqvarna AB Sponsored ADR representing 2 Class B shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | DAIFUKU CO LTD UNSP/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NORDEA BANK ABP SP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Geberit Ag Jona Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Sysmex Corporation Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Compass Group Plc American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Japan Tobacco Unsponsored American Depository Receipt | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Informa PLC Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Prysmian S.P.A., Milano Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SSE Plc Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Symrise Ag Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Kingspan Group Plc Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Coloplast AS Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | AEGAEGON N.V. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | KONINKLIJKE AD N.V. S/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | PUKPrudential Public Limited Company | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Nissan Motor Co., Ltd. American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | WPPWPP plc American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | STLAStellantis N.V. Common Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Dbs Group Holdings Ltd Ord American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Denso Corp Ltd Ord American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Telefonica SA | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SOAGYSARTORIUS ADR 1/5 PREF SH | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Deutsche Boerse Ag Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Lonza Group Ag Zuerich Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | GMABGenmab A/S - American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | LYGLloyds Banking Group Plc American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | L'Oreal Co. American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NN GROUP NV UNSP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | OCADO GROUP PLC SPNS/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Omron Corporation Sponsored American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Enel Societa Per Azioni Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | ICLICL Group Ltd. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Computershare Ltd Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | HLNHaleon plc American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | HTHIYHitachi, Ltd. American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | FERGFerguson plc Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Industria De Diseno Textil Inditex Sa Unsponsored ADR | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NIDEC CORP ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Imperial Brands PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Zurich Insurance Group Limited Sponsored American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | DSV A/S Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Toto Ltd Ord American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NOKNokia Corporation Sponsored American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | FMSFresenius Medical Care AG | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Cap Gemini SA American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Mitsui Osk Lines Ltd Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | BUREAU VERITAS SA UNS/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | HSTHost Hotels | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Tokyo Electron Ltd Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Sumitomo Mitsui Trust Holdings, Inc. Sponsored American Depository Receipt | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | AXA SA Sponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Dai Nippon Printing Limited Japan Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | TTTrane Technologies plc | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Assa Abloy AB Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Hexagon AB American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Carl Zeiss Meditec AG Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Terna Rete Elettrica Nazionale SPA Unsponsored American Depository Receipt | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | MTU Aero Engines AG Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | TELNYTelenor ASA American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SANBanco Santander, S.A. Sponsored ADR | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | JHXJames Hardie Industries plc American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Henkel AG and Co. KGAA Sponsored ADR representing Preferred Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Credit Agricole SA Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Sampo OYJ Unsponsored ADR representing A shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Royal KPN N.V. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SNNSmith & Nephew SNATS, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | UBSUBS Group AG Registered Ordinary Shares | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | CAJPYCANON INC S/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | RPT Realty | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | MISUMI GROUP INC UNSP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | AONAon plc Class A Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Ajinomoto Company, Inc. American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Kingfisher plc Sponsored American Depositary Receipt | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Publicis Groupe S.A. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NMRNomura Holdings Inc ADR American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | L'Air Liquide Ord American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Mitsui Fudosan Co Ltd Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | KBC Group NV Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | YARIYYara International ASA Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | DNB ASA SP/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Arkema Sponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | NVSNovartis AG | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | RIORio Tinto Plc | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Beiersdorf A G Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Kering Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Temenos Group AG SPONSORED ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | OLYMPUS CORP U/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | BRAMBLES LTD SP/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | ATEYYADVANTEST CORP SP/ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Daiichi Sankyo Co Limited Sponsored ADR | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Newcrest Mining Ltd Sponsored American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SIKA AG American Depositary Share | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Kuehne & Nagel International Ag Schindellegi Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Iberdrola Sa Sponsored ADR | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SMFGSumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | SKF AB American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | ABBNYABB LTD SPONS ADR | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | DTEGYDeutsche Telekom AG | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | AZNAstraZeneca PLC - American Depositary Shares | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Cochlear Ord Plc A$ 0.10 Par Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Airbus Group Unsponsored ADR | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | MELIMercadoLibre, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | ASMLASML Holding N.V. - New York Registry Shares | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | ULUnilever PLC | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-10 | 34 | Member | Adecco SA Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | QSQuantumScape Corporation Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | NFGNational Fuel Gas Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | MOSMosaic Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | ChampionX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | Paramount Global - Class B | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | LCIDLucid Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | VALValaris Limited Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | HALHalliburton Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | Altice USA, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | Olaplex Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | CLFCleveland-Cliffs Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-06-29 | 45 | Member | DISH Network Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | WASHINGTON SUBN SAN DIST MD 5% 06-01-2034 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | NORTH CHARLESTON SC LTD OBLIG 5.000% Due 10-01-30 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Nevada St 5.000% Due 04-01-27 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Texas A & M Univ Rev 5.000% Due 05-15-31 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | New York N Y City Transitional 5.000% Due 08-01-28 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Clark Cnty Nev Passenger Fac C 5.000% Due 07-01-26 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Iowa Fin Auth Rev 5.000% Due 08- 01-28 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | California St 5.000% Due 12-01-30 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Prosper Tex 5.000% Due 02-15-27 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Colorado St Higher Ed Cap Cons 5.000% Due 11-01-26 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Pell City Ala 5.000% Due 02-01-25 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Miami-Dade Cnty Fla 5.000% Due 07-01-25 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Florida St Dept Environmental 5.000% Due 07-01-28 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Private Colleges & Univs Auth 5.000% Due 09-01-33 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Horry Cnty S C Sch Dist 5.000% Due 03-01-26 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Columbus Ohio 5.000% Due 07-01-26 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | City of Ocoee FL 5.000% Due 10-01- 30 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | New York St Dorm Auth St Pers 5.000% Due 03-15-33 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Hurst Euless Bedford Tex Indpt 5.000% Due 08-15-26 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | University Ala Gen Rev 5.000% Due 07-01-28 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-23 | 31 | Member | Pennsylvania St Tpk Commn Tpk 5.000% Due 12-01-25 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-21 | 33 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-24 | 2023-06-21 | 33 | Member | FTVFortive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-21 | 33 | Member | IRIngersoll Rand Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-24 | 2023-06-20 | 34 | Member | TRIBOROUGH BRDG & TUNL AUTH REV 5% 11/15/28 MN | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-07-24 | 2023-06-09 | 45 | Member | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-15 | 2023-05-24 | 22 | Member | WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-06-15 | 2023-05-17 | 29 | Member | N Y ST ENV FACS CORP REV 5% 06/15/25 JD | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-06-15 | 2023-05-16 | 30 | Member | NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-06-15 | 2023-05-12 | 34 | Member | NEW YORK ST DORM AUTH REVS NON REV 5% 10/01/26 AO | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-06-15 | 2023-05-11 | 35 | Member | NEW JERSEY (STATE OF) GO 5% 06/01/24 JD | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-06-15 | 2023-05-11 | 35 | Member | Prosper Tex 5.000% Due 02-15-27 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-15 | 2023-05-11 | 35 | Member | NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJ | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-06-15 | 2023-05-11 | 35 | Member | Alabama St Pub Sch & College A 5.000% Due 02-01-26 | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-15 | 2023-05-04 | 42 | Member | N Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA JD | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-06-15 | 2023-05-03 | 43 | Member | NEW YORK N Y CITY TRANSITIONAL REV 5.0000% 07/15/27 JJ | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-26 | 23 | Member | N Y ST ENV FACS CORP REV 5% 05/15/26 MN | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-25 | 24 | Member | EWING TWP N J GO 4% 11/15/25 MN | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-25 | 24 | Member | HOOVER ALA GO 4% 07/01/36 JJ | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-25 | 24 | Member | SOUTH ORANGE VLG TWP N J GO 4% 01/15/27 | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-20 | 29 | Member | SCHENECTADY N Y GO 4% 05/01/26 MN | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | N Y CITY MUN WTR FIN AUTH REV 5.0000% 06/15/31 JD | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | COLONIE N Y GO 4% 03/08/24 MS | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | N J ENV INFRASTRUCTURE TR REV 4% 09/01/27-CA MS | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-05-19 | 2023-04-19 | 30 | Member | NEW JERSEY (STATE OF) GO 5% 06/01/28 JD | Sale | $100,001 - $250,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | TELSTRA GROUP LTD SPONSORED ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | MIAMI-DADE CNTY FLA 5% 07-01- 2025 BEO | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | West Japan Railway Co Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | Wesfarmers Ltd Unsponsored ADR New | Sale | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | Qantas Airways Ltd | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | DORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | SOFTBANK CORP. ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | Computershare Ltd Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | Nintendo Co Ltd ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-13 | 36 | Member | Central Japan Railway Co Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-12 | 37 | Member | LOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO | Purchase | $100,001 - $250,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
114 assets with a value on the report filed 2026-08-13, 17 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| 12 West Capital Fund LP | Other | Member | $500,001 - $1,000,000 |
| Cypress Point Technology Fund LP | Other | Member | $250,001 - $500,000 |
| Exchange Place (Equity Only) All Cap LP | Other | Member | $1,000,001 - $5,000,000 |
| Gilder Gagnon Howe & Co, (J.D.) | Other | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Bank USA Deposit | Other | Member | $1,001 - $15,000 |
| Jottshots! | Other | Member | $500,001 - $1,000,000 |
| Schwab - Money Market Fund | Other | Member | $1 - $1,000 |
| AVTRAvantor, Inc. | Stock | Member | $1,001 - $15,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $15,001 - $50,000 |
| Monte Vista Opportunity Fund I LP | Other | Member | $1,000,001 - $5,000,000 |
| Monte Vista Real Estate Fund I LLC | Other | Member | $100,001 - $250,000 |
| Northern Trust - Money Market | Other | Member | $1,001 - $15,000 |
| Presidio NCD III LP | Other | Member | $15,001 - $50,000 |
| Presidio Northgate PEP II LP | Other | Member | $15,001 - $50,000 |
| Stevenson Street H.I.G. II LP | Other | Member | $15,001 - $50,000 |
| TBLATaboola.com Ltd. - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Vantagepoint Venture Ptrs IV, LP | Other | Member | None |
| Village Roadshow Entertainment Group | Other | Member | None |
| BBR Absolute Return (QP), LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Absolute Return Long Duration III, LP | Other | Member | $500,001 - $1,000,000 |
| BBR Absolute Return Long Duration IV, LP | Other | Member | $500,001 - $1,000,000 |
| BBR ALO Fund, LLC | Other | Member | $5,000,001 - $25,000,000 |
| BBR Equity Long/Short (QP), LP | Other | Member | $5,000,001 - $25,000,000 |
| BBR Private Investment Fund-Series I, LP | Other | Member | $500,001 - $1,000,000 |
| BBR Private Investment Fund-Series K, LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Private Investment Fund-Series L, LP | Other | Member | $500,001 - $1,000,000 |
| BBR Real Assets Fund II, LP | Other | Member | $250,001 - $500,000 |
| BBR Real Assets Fund III, LP | Other | Member | $250,001 - $500,000 |
| BBR Real Assets Fund IV, LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Real Assets Fund VI LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Real Assets Fund VII, LP | Other | Member | $500,001 - $1,000,000 |
| EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP | Other | Member | $1,000,001 - $5,000,000 |
| GOLDMAN SACHS BANK USA DEPOSIT | Other | Member | $100,001 - $250,000 |
| SPGIS&P Global Inc. | Stock | Member | None |
| Exchange Place (Equity Only): All Cap LP | Other | Member | Over $50,000,000 |
| LEVILevi Strauss & Co Class A | Stock | Member | $1,000,001 - $5,000,000 |
| BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1 | Other | Member | $1,000,001 - $5,000,000 |
| DFA International Sustainability Core 1 Portfolio | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs GQG Partners International Opportunities Fund Class P Shares | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Municipal Income Fund Institutional Shares | Fund | Member | None |
| Goldman Sachs Short Duration Tax Free Fund Institutional Shares | Fund | Member | $5,000,001 - $25,000,000 |
| Patient Square Equity Partners Access LLC | Other | Member | $1,000,001 - $5,000,000 |
| REDBIRD CAPITAL PARTNERS IV AC | Other | Member | $1,000,001 - $5,000,000 |
| Tiger Global Crossover Access LLC | Other | Member | $1,000,001 - $5,000,000 |
| VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP | Other | Member | $1,000,001 - $5,000,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $250,001 - $500,000 |
| Goldman Sachs - Cash | Other | Member | $15,001 - $50,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $500,001 - $1,000,000 |
| Artisan: Dynamic Equity (Non-US Equity) [Series] | Other | Member | None |
| BELGARD CAPITAL FUND LLC CLASS II | Other | Member | $1,000,001 - $5,000,000 |
| CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND | Other | Member | $1,000,001 - $5,000,000 |
| CHARLES RIVER REALTY FUND II L P | Other | Member | $250,001 - $500,000 |
| DOVER STREET X LLC | Other | Member | $500,001 - $1,000,000 |
| HIGHVISTA INTERNATIONAL PARTNERS, L.P. | Other | Member | $1,001 - $15,000 |
| HIGHVISTA PRIVATE EQUITY III, L.P. | Other | Member | $1,001 - $15,000 |
| HIGHVISTA PRIVATE EQUITY VIII, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL IX, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL VIII, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL X, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL XII, LP | Other | Member | $1,000,001 - $5,000,000 |
| LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC | Other | Member | $15,001 - $50,000 |
| LUXOR CAPITAL PARTNERS, LP | Other | Member | $15,001 - $50,000 |
| STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P. | Other | Member | $500,001 - $1,000,000 |
| Stepstone VC Opportunities VI, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| UNICORN PARTNERS FUND III, LP | Other | Member | $1,000,001 - $5,000,000 |
| WAVE EQUITY FUND II LP | Other | Member | $1,000,001 - $5,000,000 |
| AMGAffiliated Managers Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ALLEAllegion plc Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| AIGAmerican International Group, Inc. New Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Spouse | $15,001 - $50,000 |
| ETEnergy Transfer LP Common Units | Stock | Spouse | $1,001 - $15,000 |
| IRIngersoll Rand Inc. | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| MSMorgan Stanley | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley Bank NA | Other | Spouse | $15,001 - $50,000 |
| HSYThe Hershey Company | Stock | Spouse | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Spouse | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Spouse | $1,001 - $15,000 |
| Vanguard Target Retirement 2035 Fund | Fund | Spouse | $100,001 - $250,000 |
| The AB Portfolios - AB Balanced Wealth Strategy - Class A | Fund | Spouse | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $100,001 - $250,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Japan Fund | Fund | Dependent | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $15,001 - $50,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $50,001 - $100,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Japan Fund | Fund | Dependent | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $15,001 - $50,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $50,001 - $100,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $100,001 - $250,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Japan Fund | Fund | Dependent | $15,001 - $50,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $15,001 - $50,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $250,001 - $500,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $15,001 - $50,000 |
| Fidelity Japan Fund | Fund | Dependent | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $50,001 - $100,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $250,001 - $500,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $15,001 - $50,000 |
How reports are read: holdings methodology.