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 |
|---|---|---|---|---|---|---|---|
| 2025-03-28 | 2025-02-11 | 45 | Member | SPGIS&P Global Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-17 | 2023-08-03 | 45 | Member | SIG GROUP AG UNSP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-17 | 2023-08-03 | 45 | Member | WTKWYWolters Kluwer N V Ord American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-19 | 25 | Member | NOCNorthrop Grumman Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | THOThor Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | APTVAptiv PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | VTRVentas, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | COINCoinbase Global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | TSNTyson Foods, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | FFord Motor Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | MOAltria Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | DARDarling Ingredients Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | PLDProLogis, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-14 | 30 | Member | ZTSZoetis Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PKPark Hotels & Resorts Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | BMYBristol-Myers Squibb Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CIENCiena Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | LMTLockheed Martin Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CNCCentene Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ESSEssex Property Trust, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AAPAdvance Auto Parts Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | LHXL3Harris Technologies, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KLICKulicke and Soffa Industries, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EIXEdison International | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | UDRUDR, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AREAlexandria Real Estate Equities, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | JAZZJazz Pharmaceuticals plc - Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ABBVAbbVie Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | RWTRedwood Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PLDProLogis, Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SBACSBA Communications Corporation - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | VZVerizon Communications Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | RLAYRelay Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CBUCommunity Bank System, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | BELFBBel Fuse Inc. - Class B | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EQIXEquinix, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MOHMolina Healthcare Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CHPTChargePoint Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | DRHDiamondrock Hospitality Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Equity Residential Common Shares of Beneficial Interest | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | IOTSamsara Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | BeiGene, Ltd. - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | STTState Street Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CFGCitizens Financial Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AvalonBay Communities, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | IRTIndependence Realty Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TFCTruist Financial Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | UEUrban Edge Properties Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | FERGFerguson plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CLVTClarivate Plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ADCAgree Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PYPLPayPal Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | URIUnited Rentals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | BFSSaul Centers, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | QDELQuidelOrtho Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MAAMid-America Apartment Communities, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | DGDollar General Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ANETArista Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | INNSummit Hotel Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EXCExelon Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KHCThe Kraft Heinz Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EPREPR Properties | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SMART Global Holdings, Inc. - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EPRTEssential Properties Realty Trust, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SCHWCharles Schwab Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PGRProgressive Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MTBM&T Bank Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | NXRTNexPoint Residential Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SYYSysco Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MELIMercadoLibre, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TMUST-Mobile US, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | NVONovo Nordisk A/S | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | FNFabrinet Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | HSTHost Hotels | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TAT&T Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | FCPTFour Corners Property Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PLTKPlaytika Holding Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | LBTYALiberty Global plc - Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PDPagerDuty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PHINPHINIA Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TEAMAtlassian Corporation - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CTRECareTrust REIT, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MMM3M Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TFXTeleflex Incorporated | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PODDInsulet Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | USBU.S. Bancorp | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | DLTRDollar Tree, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | DDominion Energy, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PECOPhillips Edison & Company, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SBGISinclair, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | GTYGetty Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | IIPRInnovative Industrial Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CUBECubeSmart Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EPAMEPAM Systems, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | National Storage Affiliates Trust Common Shares of Beneficial Interest | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KDPKeurig Dr Pepper Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AMCXAMC Networks Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | HEI.AHeico Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CAGConAgra Brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Urstadt Biddle Properties Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SLGSL Green Realty Corp | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CCICrown Castle Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ICHRIchor Holdings - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ESEversource Energy | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | BEPCBrookfield Renewable Corporation Class A Subordinate Voting Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | LBTYKLiberty Global plc - Class C Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | JBGSJBG SMITH Properties Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KRGKite Realty Group Trust | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | OGSONE Gas, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Retail Opportunity Investments Corp. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | RLJRLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | FISFidelity National Information Services, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PSAPublic Storage | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | CBChubb Limited | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | YUMCYum China Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Cadence Bank | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | STXSeagate Technology Holdings PLC - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PEBPebblebrook Hotel Trust Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KRKroger Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | RTXRTX Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SKTTanger Factory Outlet Centers, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | FNFFNF Group of Fidelity National Financial, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Paramount Global - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AMTAmerican Tower Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SHOSunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TNDMTandem Diabetes Care, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | PFEPfizer, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | BXPBoston Properties, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AVTRAvantor, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | HHHHoward Hughes Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | AMCRAmcor plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | IRMIron Mountain Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | WPMWheaton Precious Metals Corp Common Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Life Storage, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MKTXMarketAxess Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Alteryx, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KRCKilroy Realty Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | DOCHealthpeak Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TMOThermo Fisher Scientific Inc | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | WELLWelltower Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MOSMosaic Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | Everbridge, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | GILDGilead Sciences, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | UPSUnited Parcel Service, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | KOCoca-Cola Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ADMArcher-Daniels-Midland Company | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | EXRExtra Space Storage Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MRNAModerna, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | TRIPTripAdvisor, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | MOAltria Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | RBARB Global, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | INVHInvitation Homes Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | SRSpire Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | HALOHalozyme Therapeutics, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-13 | 2023-07-12 | 32 | Member | ENTAEnanta Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y S ENV FACS CORP REV 5% 05/15/26 MN REVOLVING FDS BDS 2023 A GREEN BOND BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JD CLEAN WTR& DRINKG WTR SUB- REVOLVING FDS-SER A | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MS TAX REV ST SUPPORTEDDEBT REV BDS 2017 A SR LIEN | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA JD WATER AND SEWER SYSTEM SECOND GEN RESOLUTION BEO SUB LIEN | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2021 E BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA FUTURE TAX SECURED TAX-EXEMPT SUBORDINATE BONDS BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/26 AO SCH DISTS BD FING PROGRAM BDS 2023 A INS BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/28 MS INCOME TAX REV GEN PURP BDS 2022 A BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | LEE CNTY FLA WTR & SWR REV REV 5% 10/01/38 AO REV BDS A PRERE 10/01/23 BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/29 AO SCH DISTS FING PROGRAM BDS 2022 A BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJ FIN AUTH BLDG AIDREV FISCAL 2023-SER S-1-SUBSER BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS TX ISSUS DTD PR TO 10/14/11 GEN PURP-SER A BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN FUTURE TAX SECURED SUBORDINATE BONDS FISCAL 2021 BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y ST ENV FACS CORP REV 5% 06/15/25 JD REVOLVNG FD SUB SRF BDS BEO SUB LIEN | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/28 AO SCH DIST FING PROGRAM BDS 2022C BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y CITY MUN WTR FIN AUTH REV 5.0000% 06/15/31 JD WATER AND SEWER SYSTEM SECOND GENERAL RESOLUTION BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD DIST BDS 2023 UT BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK N Y GO 5% 08/01/27 FA GO BDS FISCAL 2023 C UT BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y ST ENV FACS CORP REV 5% 09/15/28-CA MS ST REVOLVING FDS-SER D GREEN BONDS BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK N Y CITY TRANSITIONAL REV 5.0000% 07/15/27 JJ FIN AUTH BLDG AIDREV BDS 2019 S-3A GUA BEO TX EXMPT BDS | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK N Y GO 5% 08/01/29-CA FA GO BDS A-2 UT BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | SCHENECTADY N Y GO 4% 05/01/26 MN PUB IMPT BDS 2023 UT INS BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | HICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS BDS 2022 UT BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | LUMNLumen Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | THE CITY OF NEW YORK GO 5.0000% 08/01/28-CA FA GENERAL OBLIGATION BONDS FISCAL 2018 SERIES A | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | DORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO SCH DISTS REV BD FING PROG REV BONDS SER 2017A | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2022 A BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | UPPER MOHAWK VY REGL WTR FIN REV 5% 04/01/30 AO AUTH NY WTR SYS REV BDS 2023 GREEN BOND INS BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | N Y N Y CITY TRANSITIONAL FIN REV 5% 11/01/30 MN FUTURE TAX SECD SUB BDS FISCAL 2023 SUB E1 BEO SUB LIEN | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | COLONIE N Y GO 4% 03/08/24 MS BD ANTIC NTS 2023 B UT BEO | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | LOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO BDS 2023 UT BNK QUAL BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | WILLIAM FLOYD UN FREE SCH DIST GO 5% 06/15/25 JD N Y MASTICS-MORICHES-SHIRLEY LIBR BDS 2023 UT BEO | Sale | $100,001 - $250,000 | Clerk → |
| 2023-08-13 | 2023-07-11 | 33 | Member | HEMPSTEAD N Y UN FREE SCH DIST GO 4% 04/19/24 AO GO BD ANTIC NTS 2023 A UT BEO | Sale | $250,001 - $500,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
125 assets with a value on the report filed 2025-08-13, 15 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 |
| 378 Greenwich Restaurant LLC | Other | Member | None |
| Cypress Point Technology Fund LP | Other | Member | $100,001 - $250,000 |
| Exchange Place (Equity Only) All Cap LP | Other | Member | $1,000,001 - $5,000,000 |
| Gilder Gagnon Howe & Co, (J.D.) | Other | Member | $1,000,001 - $5,000,000 |
| 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 | $50,001 - $100,000 |
| WBF Southampton LLC | Other | Member | None |
| Wishbone Farm Ventures, LLC | Other | Member | None |
| Amount owed to the filer (debtor not shown) | Other | Member | None |
| BBR Fixed Income Opportunities Fund, LP | Other | Member | None |
| AVTRAvantor, Inc. | Stock | Member | $15,001 - $50,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $100,001 - $250,000 |
| Lazydays Holdings, Inc. | Stock | Member | $1 - $1,000 |
| 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 |
| 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 | $50,001 - $100,000 |
| Stevenson Street Matpat II, LP | Other | Member | None |
| Vantagepoint Venture Ptrs IV, LP | Other | Member | $1,001 - $15,000 |
| Village Roadshow Entertainment Group | Other | Member | $1,001 - $15,000 |
| EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP | 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 | $500,001 - $1,000,000 |
| SPGIS&P Global Inc. | Stock | Member | $15,001 - $50,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $1,001 - $15,000 |
| 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 |
| Aristotle Floating Rate Income Fund Class I | Fund | Member | None |
| 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 |
| EXCHANGE PLACE (EQUITY ONLY): CLASS A | Other | Member | None |
| Financial Square Government Fund FST Shares | Fund | Member | None |
| 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 | $5,000,001 - $25,000,000 |
| Goldman Sachs Short Duration Tax Free Fund Institutional Shares | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Short-Term Conservative Income Fund Institutional Class | Fund | Member | None |
| iShares ESG Aware MSCI USA ETF | Fund | Member | None |
| Patient Square Equity Partners Access LLC | Other | Member | $500,001 - $1,000,000 |
| REDBIRD CAPITAL PARTNERS IV AC | Other | Member | $500,001 - $1,000,000 |
| 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 | $250,001 - $500,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $100,001 - $250,000 |
| Goldman Sachs - Cash | Other | Member | $15,001 - $50,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $15,001 - $50,000 |
| Artisan: Dynamic Equity (Non-US Equity) [Series] | Other | Member | $1,000,001 - $5,000,000 |
| 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 | $15,001 - $50,000 |
| 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 | $1,001 - $15,000 |
| 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 |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Spouse | $1,001 - $15,000 |
| 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 | $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 | $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 | $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 | $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.