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 | 2023-03-06 | 42 | Member | FNFFNF Group of Fidelity National Financial, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | KHCThe Kraft Heinz Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | HEHawaiian Electric Industries, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | IBRXImmunityBio, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | AONAon plc Class A Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CRMSalesforce, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | NLYAnnaly Capital Management Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | STTState Street Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | CDNACareDx, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | PLUGPlug Power, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-06 | 42 | Member | SREDBA Sempra | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | HPPHudson Pacific Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | UGIUGI Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | LUMNLumen Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | NFGNational Fuel Gas Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | VNOVornado Realty Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | NLYAnnaly Capital Management Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | CEGConstellation Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | TSLATesla, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | AGNCAGNC Investment Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | DEIDouglas Emmett, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | RITMRithm Capital Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | SLGSL Green Realty Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | Altice USA, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | MPTMedical Properties Trust, Inc. common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | United States Steel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | NEMNewmont Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | ChampionX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | HALHalliburton Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | RUNSunrun Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | KHCThe Kraft Heinz Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | RGAReinsurance Group of America, Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | SWXSouthwest Gas Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | TAPMolson Coors Beverage Company Class B | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | UNMUnum Group | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | CFCF Industries Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | WILLIAM FLOYD UN FREE SCH DIST GO 5% 06/15/25 JD | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | SBRASabra Health Care REIT, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | NOVNOV Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | AIGAmerican International Group, Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-17 | 2023-03-01 | 47 ·>45 | Member | SRSpire Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | EPIROC AB ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | TAKTakeda Pharmaceutical Company Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Shionogi & Co Ltd Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Kirin Holdings Company, Limited Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ASX Ltd Unsponsored ADR | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Daiwa House Ind Ltd American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | IHGIntercontinental Hotels Group American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Hoya Corp Sponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | AB Electrolux Class B American Depositary Receipts | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Nintendo Co Ltd ADR | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Sumitomo Chemical Co Ltd Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | KOSE CORPORATION ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Unicharm Corp Sponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | MERCEDES-BENZ GROUP AG ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Terumo Corp Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Singapore Telecommunications Limited Sponsored ADR New 2006 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Smurfit Kappa Group Plc American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Bayer Aktiengesellschaft American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ADYEN N.V. ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Kesko OYJ Unsponsored ADR representing B shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Roche Holdings AG Basel American Depositary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Fanuc Corporation Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Tokyo Electron Ltd Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Ajinomoto Company, Inc. American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Mitsui Fudosan Co Ltd Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ULUnilever PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Qantas Airways Ltd | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Central Japan Railway Co Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ERICEricsson - American Depositary Shares each representing 1 underlying Class B share | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Fujitsu Ltd ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Suntory Beverage & Food Ltd American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Dentsu Inc Tokyo Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | CSLLYCsl Ltd SPONSORED ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Softbank Corp Unsponsored ADR | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NOKNokia Corporation Sponsored American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | MOWI ASA SPONSORED ADR CMN | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | KDDI Corporation Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NCLTYNITORI HOLDINGS CO., LTD. ADR CMN | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | OLYMPUS CORPORATION ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | HSBCHSBC Holdings, plc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Credit Suisse Group American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Shin-Etsu Chemical Co Ltd Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | RECRUIT HOLDINGS CO., LTD. ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Toshiba Corp Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ANZ GROUP HOLDINGS LTD ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Mitsubishi Estate Co Ltd American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Mitsui Osk Lines Ltd Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ORSTED A/S ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Givaudan SA Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Ntt Data Corp Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Chugai Pharmaceutical Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Essilor International SA ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | PAN PACIFIC INTNTNAL HOLD CORP ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Techtronic Industries Company Ltd American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Kerry Group Plc Sponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Astellas Pharma Inc Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NORDEA BANK ABP SPONSORED ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NGGNational Grid Transco, PLC National Grid PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | UCB Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NIDEC CORPORATION SPONSORED ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Commerzbank Junge Shs American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Seek Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NVSNovartis AG | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Aeon Co Ltd American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | RIORio Tinto Plc | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | HLNHaleon plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | HTHIYHitachi, Ltd. American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | OCADO GROUP PLC SPONSORED ADR CMN | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | SOMPO JAPAN NIPPONKOA HLDGS IN ADR CMN | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Namco Bandai Holdings Inc Hamamatsu American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Seven & I Holdings Co Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Hexagon AB American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Daikin Inds Ltd Unsponsored ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | National Australia Bank Limited | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | JHXJames Hardie Industries plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | M3, INC. ADR CMN | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | AIA Group, Ltd. Sponsored American Depository Receipt | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Nomura Resh Inst Ltd ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Oriental Land Co Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | TELNYTelenor ASA American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | SNYSanofi - American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Fast Retailing Co Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | DEODiageo plc | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Monotaro Co. Ltd., Osaka Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Atlas Copco Ab Sponsored ADR repstg Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | ASMLASML Holding N.V. - New York Registry Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | NIPPON SHINYAKU CO., LTD. ADR CMN | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | UNVGYUNIVERSAL MUSIC GROUP NV ADR CMN | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Shiseido Co Ltd Ord American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | GRFSGrifols, S.A. - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | West Japan Railway Co Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | TMToyota Motor Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Toto Ltd Ord American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Japan Tobacco Unsponsored American Depository Receipt | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Itochu Techno-Solutions Corp Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | BUDAnheuser-Busch Inbev SA Sponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | TKOMYTokio Marine Holdings, Inc. Sponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | Sysmex Corporation Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | RTORentokil Initial plc American Depositary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | RELXRELX PLC PLC American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-24 | 24 | Member | CHERRY HILL TWP N J SCH DIST GO 3% 08/01/29 FA | Sale | $250,001 - $500,000 | Clerk → |
| 2023-03-20 | 2023-02-24 | 24 | Member | NEW YORK N Y GO 5% 08/01/27 FA | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-03-20 | 2023-02-24 | 24 | Member | N J HEALTH CARE FACS FING REV 5.0000% 07/01/30-CA JJ | Sale | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-23 | 25 | Member | UPPER MOHAWK VY REGL WTR FIN REV 5% 04/01/30 AO | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-23 | 25 | Member | N Y ST DORM AUTH REVS NON ST S REV 5% 10/01/28 AO | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-22 | 26 | Member | NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/28 MS | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-17 | 31 | Member | Washington Subn San Dist MD 5.000% Due 06-01-34 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-15 | 33 | Member | Columbus Ohio 5.000% Due 08-15-23 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-13 | 35 | Member | THE CITY OF NEW YORK GO 5.0000% 08/01/28-CA FA | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-10 | 38 | Member | CT Swap Rec 1M-USD-SOFR CME Term Pay 1M-FIXED- 1.685000% Exp Mar 07, 2027 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2023-03-20 | 2023-02-09 | 39 | Member | N Y N Y CITY TRANSITIONAL FIN REV 5% 11/01/30 MN | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | CFCF Industries Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | BRK.BBerkshire Hathaway Inc. New | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | TSLATesla, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | LLYEli Lilly and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-02-03 | 45 | Member | ENPHEnphase Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ARWRArrowhead Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | DDominion Energy, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | AONAon plc Class A Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | Maxar Technologies Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SBACSBA Communications Corporation - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | COFCapital One Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | Equity Residential Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | HPQHP Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SCHWCharles Schwab Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | LMTLockheed Martin Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SRSpire Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | BACBank of America Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CVSCVS Health Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MDLZMondelez International, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | RTXRaytheon Technologies Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CEGConstellation Energy Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ENPHEnphase Energy, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ABNBAirbnb, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CHEChemed Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SRPTSarepta Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | COSTCostco Wholesale Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ALNYAlnylam Pharmaceuticals, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | FITBFifth Third Bancorp | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | KOCoca-Cola Company | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CNPCenterPoint Energy, Inc | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MOAltria Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ENVXEnovix Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | RJFRaymond James Financial, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | VZVerizon Communications Inc. | 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.