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 |
|---|---|---|---|---|---|---|---|
| 2023-04-17 | 2023-03-31 | 17 | Member | Daikin Inds Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Seek Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | IHGIntercontinental Hotels Group American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | BCSBarclays PLC | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Boliden AB Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Deutsche Post AG Sponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Bayer Aktiengesellschaft American Depositary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | ERICEricsson - American Depositary Shares each representing 1 underlying Class B share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Softbank Corp Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Japan Tobacco Unsponsored American Depository Receipt | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | CAJPYCANON INC ADR SPONSORED ADR CMN | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Shionogi & Co Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | EPIROC AB ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Hexagon AB American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Dbs Group Holdings Ltd Ord American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | VOLKSWAGEN AKTIENGESELLSCHAFT ADR CMN | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | UPM-KYMMENE OYJ ADR CMN | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | DAI-ICHI LIFE HOLDINGS INC ADR CMN | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Chugai Pharmaceutical Ltd Unsponsored ADR | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Monotaro Co. Ltd., Osaka Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | OLYMPUS CORPORATION ADR CMN | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | MERCEDES-BENZ GROUP AG ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | WPPWPP plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | MUFGMitsubishi UFJ Financial Group, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | GRFSGrifols, S.A. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | ASX Ltd Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | ORSTED A/S ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | SMFGSumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | NOKNokia Corporation Sponsored American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | ADYEN N.V. ADR CMN | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | SOMPO JAPAN NIPPONKOA HLDGS IN ADR CMN | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | BNP Paribas American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Skanska AB Sponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | DEODiageo plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | ANZ GROUP HOLDINGS LTD ADR CMN | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Commerzbank Junge Shs American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | RIORio Tinto Plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Symrise Ag Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | M3, INC. ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Macquarie Group, Ltd. Sponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Ntt Data Corp Ltd Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | SANBanco Santander, S.A. Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | MFGMizuho Financial Group, Inc. Sponosred ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | GMABGenmab A/S - American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Erste Group Bank AG Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | VONOVIA SE ADR CMN | Sale | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | CNHCNH Industrial N.V. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Roche Holdings AG Basel American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Toto Ltd Ord American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | AEGAEGON N.V. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | DBDeutsche Bank AG | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | MOWI ASA SPONSORED ADR CMN | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | INGING Group, N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | Atlas Copco Ab Sponsored ADR repstg Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | NWGNatWest Group plc American Depositary Shares, | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-31 | 17 | Member | JHXJames Hardie Industries plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-29 | 19 | Member | NEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MS | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-04-17 | 2023-03-29 | 19 | Member | HOFFMAN ESTATES ILL GO 4% 12/01/36-CA JD | Sale | $250,001 - $500,000 | Clerk → |
| 2023-04-17 | 2023-03-29 | 19 | Member | NEW JERSEY ECONOMIC DEV AUTH REV 5% 06/15/29 JD | Sale | $250,001 - $500,000 | Clerk → |
| 2023-04-17 | 2023-03-28 | 20 | Member | N Y ST ENV FACS CORP REV 5% 09/15/28-CA MS | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-27 | 21 | Member | NEW YORK N Y GO 5% 08/01/29-CA FA | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-04-17 | 2023-03-20 | 28 | Member | Credit Suisse Group American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-15 | 33 | Member | NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FA | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-15 | 33 | Member | FIRST REPUBLIC BANK | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-13 | 35 | Member | NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | AMTAmerican Tower Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | TSNTyson Foods, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | OHIOmega Healthcare Investors, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | CPBCampbell Soup Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | PMPhilip Morris International Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | Catalent, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | BMYBristol-Myers Squibb Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | DARDarling Ingredients Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-04-17 | 2023-03-07 | 41 | Member | CAGConAgra Brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ADMArcher-Daniels-Midland Company | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | KRCKilroy Realty Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | EWEdwards Lifesciences Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | INCYIncyte Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | JAZZJazz Pharmaceuticals plc - Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MTBM&T Bank Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PEGPublic Service Enterprise Group Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | TSNTyson Foods, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | EXCExelon Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DEIDouglas Emmett, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SNOWSnowflake Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MMM3M Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | KIMKimco Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Silk Road Medical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SCHWCharles Schwab Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DLTRDollar Tree, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ENPHEnphase Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CVSCVS Health Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BLNKBlink Charging Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SBACSBA Communications Corporation - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DDominion Energy, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | UPSUnited Parcel Service, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | VNOVornado Realty Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ZZillow Group, Inc. - Class C Capital Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | KMBKimberly-Clark Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ALNYAlnylam Pharmaceuticals, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | APPSDigital Turbine, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | WALWestern Alliance Bancorporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BROBrown & Brown, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Equity Residential Common Shares of Beneficial Interest | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ALLYAlly Financial Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | USBU.S. Bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BXPBoston Properties, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | EAElectronic Arts Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BMYBristol-Myers Squibb Company | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BMRNBioMarin Pharmaceutical Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | VACMarriott Vacations Worldwide Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CTASCintas Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MPTMedical Properties Trust, Inc. common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ISRGIntuitive Surgical, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ELANElanco Animal Health Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | NOCNorthrop Grumman Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | JNJJohnson & Johnson | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Seagen Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MRSHMarsh & McLennan Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | AREAlexandria Real Estate Equities, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | FISFidelity National Information Services, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Activision Blizzard, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PEPPepsico, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BLKBlackRock, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CBChubb Limited | Sale | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Raytheon Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | LHXL3Harris Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SRPTSarepta Therapeutics, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | RJFRaymond James Financial, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CSGPCoStar Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | GOGrocery Outlet Holding Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CCICrown Castle Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | TSLATesla, Inc. | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | JBGSJBG SMITH Properties Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | NFLXNetflix, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MKCMcCormick & Company, Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CNPCenterPoint Energy, Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MDLZMondelez International, Inc. - Class A | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MRNAModerna, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | RIVNRivian Automotive, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Kellogg Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | HRLHormel Foods Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | LUMNLumen Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SHWSherwin-Williams Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | AvalonBay Communities, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DOCHealthpeak Properties, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | AMTAmerican Tower Corporation | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MSFTMicrosoft Corporation | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BATRKLiberty Media Corporation - Series C Liberty Braves | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CNCCentene Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Signature Bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ESEversource Energy | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | NTRANatera, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | LCIDLucid Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BILLBILL Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PAYCPaycom Software, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | EDConsolidated Edison, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PacWest Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | WMWaste Management, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | Mirati Therapeutics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | GMEDGlobus Medical, Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ELEstee Lauder Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | BIIBBiogen Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DALDelta Air Lines, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | HPPHudson Pacific Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | VZVerizon Communications Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | IONSIonis Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PMPhilip Morris International Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DHRDanaher Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | FLOFlowers Foods, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | INVHInvitation Homes Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ABTAbbott Laboratories | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PFEPfizer, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | WYWeyerhaeuser Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | HPQHP Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | VTRSViatris Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | ATOAtmos Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SRSpire Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | GILDGilead Sciences, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | AMZNAmazon.com, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | DGDollar General Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SLGSL Green Realty Corp | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | KRKroger Company | Purchase | $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.