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 |
|---|---|---|---|---|---|---|---|
| 2023-05-19 | 2023-04-11 | 38 | Member | MANSFIELD TWP N J BURLINGTON GO 5% 11/01/28 MN | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-11 | 38 | Member | N Y ST DORM AUTH REVS NON ST S REV 5% 10/01/29 AO | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-11 | 38 | Member | MONMOUTH CNTY N J IMPT AUTH REV 5% 08/15/29 FA | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SBRASabra Health Care REIT, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VNOVornado Realty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CBChubb Limited | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | DLRDigital Realty Trust, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CPTCamden Property Trust | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Mirati Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | JLLJones Lang LaSalle Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | UALUnited Airlines Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | HRLHormel Foods Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | EPAMEPAM Systems, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ELEstee Lauder Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ENPHEnphase Energy, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | BACBank of America Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Amicus Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CATCaterpillar, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SPGSimon Property Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | EDITEditas Medicine, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | KHCThe Kraft Heinz Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | OGSONE Gas, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MKTXMarketAxess Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CARAvis Budget Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | PFEPfizer, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NTRANatera, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | JBGSJBG SMITH Properties Common Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FCNCAFirst Citizens BancShares, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | JPMJP Morgan Chase & Co. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | BMYBristol-Myers Squibb Company | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | OPENOpendoor Technologies Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AFRMAffirm Holdings, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CSGPCoStar Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | HALHalliburton Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | LNCLincoln National Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CHPTChargePoint Holdings, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | DEDeere & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AKRAcadia Realty Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | RNGRingcentral, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AIGAmerican International Group, Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | IQVIQVIA Holdings, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CLFCleveland-Cliffs Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ALBAlbemarle Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ARRYArray Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | UGIUGI Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FFord Motor Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | KDPKeurig Dr Pepper Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | LivePerson, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Conn's, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MTBM&T Bank Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SWXSouthwest Gas Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NDAQNasdaq, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | New York Community Bancorp, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Cadence Bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | WYWeyerhaeuser Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | United States Steel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | IIPRInnovative Industrial Properties, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | UGIUGI Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NTNXNutanix, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FNFFNF Group of Fidelity National Financial, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TAPMolson Coors Beverage Company Class B | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | IFFInternational Flavors & Fragrances, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | INSPInspire Medical Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | WWayfair Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | GMGeneral Motors Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VCYTVeracyte, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MOAltria Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | PODDInsulet Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | UNMUnum Group | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MDGLMadrigal Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | GTLBGitLab Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | HUNHuntsman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CWKCushman & Wakefield plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SRSpire Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ChampionX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CNCCentene Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | THOThor Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VTRSViatris Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NOVNOV Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Ritchie Bros. Auctioneers Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CFGCitizens Financial Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AATAmerican Assets Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MOSMosaic Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | DLTRDollar Tree, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ANETArista Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | COLBColumbia Banking System, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TFXTeleflex Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | JCIJohnson Controls International plc Ordinary Share | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | PLUGPlug Power, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AXSAxis Capital Holdings Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SHLSShoals Technologies Group, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VACMarriott Vacations Worldwide Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | USBU.S. Bancorp | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SBACSBA Communications Corporation - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TSLATesla, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SYFSynchrony Financial | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | HQYHealthEquity, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | COFCapital One Financial Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | YOUClear Secure, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SLGSL Green Realty Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Chart Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FWONKLiberty Media Corporation - Series C Liberty Formula One | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | OMAHA NEB GO 4% 04/15/33-CA AO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CAGConAgra Brands, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | RGAReinsurance Group of America, Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | JKHYJack Henry & Associates, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | BILLBILL Holdings, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | APOApollo Global Management, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AGNCAGNC Investment Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FLOFlowers Foods, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ZSZscaler, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SYYSysco Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FISFidelity National Information Services, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | QTWOQ2 Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FITBFifth Third Bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AMTAmerican Tower Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MLKNMillerKnoll, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | QSQuantumScape Corporation Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | LendingClub Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TFCTruist Financial Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VTRVentas, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TSLATesla, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CTSHCognizant Technology Solutions Corporation - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | DISH Network Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | RITMRithm Capital Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | DDOGDatadog, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MRVIMaravai LifeSciences Holdings, Inc. - Class A common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VZVerizon Communications Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | HEMPSTEAD N Y UN FREE SCH DIST GO 4% 04/19/24 AO | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | UALUnited Airlines Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MDLZMondelez International, Inc. - Class A | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Karuna Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MRNAModerna, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | OUTOUTFRONT Media Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NEMNewmont Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | EWBCEast West Bancorp, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | WBSWebster Financial Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | SRPTSarepta Therapeutics, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ROKURoku, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | FCELFuelCell Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | LUMNLumen Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TEXTerex Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CCICrown Castle Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | WFCWells Fargo & Company | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Olaplex Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | WPMWheaton Precious Metals Corp Common Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | APTVAptiv PLC Ordinary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ZTSZoetis Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | KOCoca-Cola Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MIAMI-DADE CNTY FLA SCH DIST GO 5% 03/15/38-CA MS | Sale | $250,001 - $500,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ESRTEmpire State Realty Trust, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | Altice USA, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | AIGAmerican International Group, Inc. New | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | ABBVAbbVie Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | VALValaris Limited Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | TEAMAtlassian Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | DGDollar General Corporation | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | KRKroger Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MCODun & Bradstreet Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MOHMolina Healthcare Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | EXRExtra Space Storage Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | NFGNational Fuel Gas Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | GMGeneral Motors Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | MPTMedical Properties Trust, Inc. common stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | HUNHuntsman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-19 | 2023-04-10 | 39 | Member | CVSCVS Health Corporation | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-05-19 | 2023-04-04 | 45 | Member | NY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JD | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Commonwealth Bank Of Australia Sponsored ADR | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | RTORentokil Initial plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | HeidelbergCement Ag Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Mitsui Osk Lines Ltd Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | BOC Hong Kong | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Fortescue Metal Group Ltd American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | adidas AG Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | MISUMI GROUP INC ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | MS&AD Insurance Group Holdings, Inc. Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Shiseido Co Ltd Ord American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | SALMAR ASA ADR CMN | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Central Japan Railway Co Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Swedbank AB Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | ALLIANZ SE ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | SGS SA ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | OCADO GROUP PLC SPONSORED ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | VAT GROUP AG ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | NVSNovartis AG | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Mitsubishi Estate Co Ltd American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Terumo Corp Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | DNB BANK ASA SPONSORED ADR CMN | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Nomura Resh Inst Ltd ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | LYGLloyds Banking Group Plc American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | JUST EAT TAKEAWAY.COM N.V . SPONSORED ADR CMN | Sale (partial) | $1,001 - $15,000 | 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.