Daniel S. Goldman D
Democratic representative for New York (NY-10), in the House since Jan 3, 2023.
Among all 439 members
Each dot is a member; Goldman is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$8.7M
2023–24
$3.7M
2021–22
$7.1M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $8,699,480 | $4,997,893 | $483,751 | $613 | $2,450,000 | $9,619,371 | $12,358 | $146,030 | $85,063 |
| 2023–24 | $3,659,241 | $2,912,948 | $292,194 | $44 | $0 | $2,764,330 | $932,249 | $150,863 | $0 |
| 2021–22 | $7,142,852 | $2,156,822 | $97,005 | $250 | $4,888,468 | $7,105,514 | $37,338 | $127,699 | $0 |
FEC totals through Sep 30, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside New York versus everywhere else, each period.
- From New York
- From out of state
2025–26
$4.6M
2023–24
$2.5M
2021–22
$324K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
BLACKSTONE
$59K
GOLDMAN SACHS
$42K
APOLLO GLOBAL MANAGEMENT
$39K
HUESTON HENNIGAN LLP
$37K
HUESTON HENNIGAN
$34K
PAUL WEISS
$33K
WILMERHALE
$31K
STANDARD INDUSTRIES
$30K
SULLIVAN & CROMWELL
$24K
CITIGROUP
$22K
PROSKAUER ROSE LLP
$21K
EASTBANK
$19K
The largest donors, and the numbers
| Period | Itemized | Contributions | From NY | Retired donors |
|---|---|---|---|---|
| 2025–26 | $4,588,174 | 4,357 | 59% | 6% |
| 2023–24 | $2,526,247 | 2,872 | 58% | 0% |
| 2021–22 | $323,849 | 290 | 55% | 0% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| CRANSTON, MARY | SAN FRANCISCO, CA | SELF EMPLOYED, SELF EMPLOYED; CORPORATE DIRECTOR | $14,950 |
| COLE, MARIA | NEW YORK, NY | NOT EMPLOYED, NOT EMPLOYED | $14,000 |
| GOLDSMITH, BRUCE | BEVERLY HILLS, CA | SELF EMPLOYED, NOVELIST/PLAYWRIGHT | $14,000 |
| SCHWARTZ, DAVID | NEW YORK, NY | SLATE PROPERTY GROUP, PRINCIPAL | $13,900 |
| WINTER, DAVID | NEW YORK, NY | STANDARD INDUSTRIES, CO - CEO | $13,600 |
| BERGGRUEN, JOHN | SAN FRANCISCO, CA | BERGGRUEN GALLERY, ART | $12,250 |
| RUDIN, ERIC | NEW YORK, NY | RUDIN MANAGEMENT CO., REAL ESTATE | $12,000 |
| HORING, JEFF | NEW YORK, NY | INSIGHT PARTNERS, MANAGING DIRECTOR | $10,500 |
| CHU, ALEXANDER | MANHASSET, NY | EASTBANK, BANKING EXECUTIVE | $9,900 |
| PETRY, JOHN | NEW YORK, NY | SESSA CAPITAL, FINANCE | $9,900 |
| STAMELMAN, ANDREW | MORRISTOWN, NJ | SHERMAN ATLAS SYLVESTER & STAMELMAN LL, ATTORNEY | $9,900 |
| MATTESON, DUNCAN | SAN FRANCISCO, CA | JB MATTESON INC., REAL ESTATE | $9,550 |
| HOROWITZ, MARK | NEW YORK, NY | GLENVIEW CAPITAL MANAGEMENT, FINANCE | $9,500 |
| ALTSCHULER, ZACHARY | SCARSDALE, NY | SELF, INTERIOR DESIGN | $8,000 |
| JEFFREY, ROBERT | NEW YORK, NY | SELF EMPLOYED, CONSULTANT/CEO | $8,000 |
| RUEVEN, MONY | WESTPORT, CT | KINNERET GROUP LLC, CEO | $7,600 |
| MCGORTY, GLEN | RIDGEWOOD, NJ | CROWELL & MORING LLP, ATTORNEY | $7,500 |
| HAAS, ROBERT | ATHERTON, CA | NOT EMPLOYED, NOT EMPLOYED | $7,010 |
| ESSEY, CHOIWAN | LOS ANGELES, CA | SELF EMPLOYED, CONTRACTOR | $7,001 |
| BANSAL, ANIRUDH | SCARSDALE, NY | CAHILL GORDON & REINDEL LLP, ATTORNEY | $7,000 |
| BLAYLOCK, RONALD | NEW YORK, NY | GENNX360, FOUNDER | $7,000 |
| BLOOMBERG, EMMA | NEW YORK, NY | MURMURATION INC., NONPROFIT | $7,000 |
| BRODY, GREGG | NEW YORK, NY | BANK OF AMERICA MERRILL LYNCH, HIGH YIELD RESEARCH ANALYST | $7,000 |
| BURLINSON, ROBERT | ATHERTON, CA | MERCER ADVISORS, INVESTOR | $7,000 |
| CONWAY, GEORGE | BETHESDA, MD | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
Their biggest PAC and party givers
JOINT ACTION COMMITTEE FOR POLITICAL AFFAIRS
$18K
PELOSI
$15K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $20,000 | 11 |
| JOINT ACTION COMMITTEE FOR POLITICAL AFFAIRS | NONE | $18,350 | 17 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $18,000 | 7 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $17,500 | 5 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $17,500 | 9 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $15,000 | 7 |
| PAC TO THE FUTURE | PELOSI | $15,000 | 5 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $15,000 | 3 |
| ENGINEERS POLITICAL EDUCATION COMMITTEE (EPEC)/INTERNATIONAL UNION OF OPERATING ENGINEERS | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF | $15,000 | 6 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $13,500 | 6 |
| AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE (SKINPAC) | AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION | $12,000 | 12 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $11,000 | 3 | |
| NATIONAL ELEVATOR CONSTRUCTORS PAC/ INTN'L UNION OF ELEVATOR CONSTRUCTORS (NEC PAC) | INT'L UNION OF ELEVATOR CONSTRUCTORS | $10,000 | 3 |
| COMMUNICATIONS WORKERS OF AMERICA - COPE POLITICAL CONTRIBUTIONS COMMITTEE | COMMUNICATIONS WORKERS OF AMERICA | $10,000 | 3 |
| AMERIPAC: THE FUND FOR A GREATER AMERICA | HOYER | $10,000 | 4 |
| AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE | AMERICAN CRYSTAL SUGAR COMPAY | $10,000 | 2 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $9,994 | 5 | |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $9,000 | 3 |
| AIR LINE PILOTS ASSOCIATION PAC | AIR LINE PILOTS ASSOCIATION | $9,000 | 3 |
| NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND) | BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE | $8,500 | 4 |
| OFF THE SIDELINES PAC | GILLIBRAND | $8,000 | 2 |
| FAIR SHOT PAC | CLARK | $8,000 | 5 |
| REVIVING AMERICAN JOBS AGAIN PAC DBA EQUAL OPPORTUNITY NOW | $7,501 | 2 | |
| NATIONAL COTTON COUNCIL OF AMERICA COMMITTEE FOR THE ADVANCEMENT OF COTTON | NATIONAL COTTON COUNCIL OF AMERICA | $7,500 | 3 |
| LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC | LABORERS' INTERNATIONAL UNION OF NORTH AMERICA | $7,500 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$510K
Who spent it
PROTECT PROGRESS
$151K
NEW YORKERS FIGHTING BACK (NYFB)
$126K
MAINSTREAM DEMOCRATS PAC
$102K
WORKING FAMILIES PARTY PAC
$84K
TZEDEK PAC
$26K
JDCA PAC
$20K
CITIZENS AGAINST AIPAC CORRUPTION
$1,063
SIERRA CLUB INDEPENDENT ACTION
$20
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| PROTECT PROGRESS | for | $150,853 | 2 |
| NEW YORKERS FIGHTING BACK (NYFB) | for | $126,025 | 3 |
| MAINSTREAM DEMOCRATS PAC | for | $101,699 | 3 |
| WORKING FAMILIES PARTY PAC | against | $84,000 | 1 |
| TZEDEK PAC | for | $26,000 | 2 |
| JDCA PAC | for | $19,995 | 4 |
| CITIZENS AGAINST AIPAC CORRUPTION | against | $1,063 | 2 |
| SIERRA CLUB INDEPENDENT ACTION | for | $20 | 2 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 24 earmarks, $25.8M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$13.8M
FY 2024
$12.0M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 24 of theirs went to their donors' employers; chance gives about 0: about what chance gives.
The largest
New York City Housing Authority
7 earmarks · Department of Housing and Urban Development
$10.7M
Fifth Avenue Committee Center for Community Development Fifth Avenue Committee, Inc.
Department of Housing and Urban Development
$3.0M
Henry Street Settlement Multigenerational Community Center Henry Street Settlement
Department of Housing and Urban Development
$2.2M
Financial District-Seaport Flood Mitigation Project City of New York
Department of Homeland Security
$2.0M
Childcare and Family Support Center The Hamilton-Madison House
Department of Housing and Urban Development
$1.7M
Vision Urbana Community/Senior Center & Food Pantry Vision Urbana, Inc.
Department of Housing and Urban Development
$1.5M
Billion Oyster Project
DOC
$825K
Makor Residential Accessibility Project Women's League Community Residences Inc.
Department of Housing and Urban Development
$644K
UA3 Food Bank Network Capacity Expansion UA3, Inc.
Department of Housing and Urban Development
$581K
New York City Department for the Aging
Department of Housing and Urban Development
$500K
All 24
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | New York City Housing Authority NYCHA Building Line Initiative—Red Hook East Houses Department of Housing and Urban Development · Community Development Fund · NY | $5,000,000 | |||
| FY 2026 | New York City Housing Authority NYCHA Red Hook East Community Center Elevator Replacement Department of Housing and Urban Development · Community Development Fund · NY | $1,100,000 | |||
| FY 2026 | New York City Housing Authority Wyckoff Gardens Security Camera System DOJ · OJP—Byrne · NY | $1,039,000 | |||
| FY 2026 | New York City Housing Authority First Houses Security Camera System DOJ · OJP—Byrne · NY | $1,031,000 | |||
| FY 2026 | New York City Housing Authority NYCHA Lower East Side Rehab (Group 5) Building Window Replacement Department of Housing and Urban Development · Community Development Fund · NY | $850,000 | |||
| FY 2026 | New York City Housing Authority NYCHA Gowanus Fire Alarm System Upgrades Department of Housing and Urban Development · Community Development Fund · NY | $850,000 | |||
| FY 2026 | New York City Housing Authority NYCHA Baruch Houses Fire Alarm System Upgrades Department of Housing and Urban Development · Community Development Fund · NY | $850,000 | |||
| FY 2026 | Billion Oyster Project Billion Oyster Project 5 Acre Oyster Reef Project DOC · NOAA— CZM · NY | $825,000 | |||
| FY 2026 | New York City Department for the Aging Older Adult Mobile Vans Acquisition Department of Housing and Urban Development · Community Development Fund · NY | $500,000 | |||
| FY 2026 | Research Foundation of the City University of New York on behalf of Borough of Manhattan Community College Research Foundation of the City University of New York BMCC Project Impact DOJ · OJP—Byrne · NY | $357,000 | |||
| FY 2026 | Kings County District Attorney Kings County District Attorney Support Outreach and Assistance Response DOJ · OJP—Byrne · NY | $354,000 | |||
| FY 2026 | Avenues for Justice, Inc. Avenues for Justice Court Advocacy and HIRE Up Program DOJ · OJP—Byrne · NY | $250,000 | |||
| FY 2026 | Grand Street Settlement Grand Street Settlement Justice Mentoring Initiative DOJ · OJP—Byrne · NY | $250,000 | |||
| FY 2026 | New York City Fire Department FDNY Generator Acquisition for Engine Company 228 Department of Housing and Urban Development · Community Development Fund · NY | $250,000 | |||
| FY 2026 | Metropolitan Transportation Authority Interborough Express Light Rail Transit Project (IBX) Preliminary Engineering Department of Transportation · Transit Infrastructure Grants · NY | $250,000 | |||
| FY 2024 | Fifth Avenue Committee Center for Community Development Fifth Avenue Committee, Inc. Department of Housing and Urban Development · Community Development Fund · NY | $3,000,000 | |||
| FY 2024 | Henry Street Settlement Multigenerational Community Center Henry Street Settlement Department of Housing and Urban Development · Community Development Fund · NY | $2,175,000 | |||
| FY 2024 | Financial District-Seaport Flood Mitigation Project City of New York Department of Homeland Security · Federal Assistance—PDM · NY | $1,999,348 | |||
| FY 2024 | Childcare and Family Support Center The Hamilton-Madison House Department of Housing and Urban Development · Community Development Fund · NY | $1,713,000 | |||
| FY 2024 | Vision Urbana Community/Senior Center & Food Pantry Vision Urbana, Inc. Department of Housing and Urban Development · Community Development Fund · NY | $1,500,000 | |||
| FY 2024 | Makor Residential Accessibility Project Women's League Community Residences Inc. Department of Housing and Urban Development · Community Development Fund · NY | $643,600 | |||
| FY 2024 | UA3 Food Bank Network Capacity Expansion UA3, Inc. Department of Housing and Urban Development · Community Development Fund · NY | $581,000 | |||
| FY 2024 | CHiPS Mobile Food Pantry Unit Community Help in Park Slope, Inc. Department of Housing and Urban Development · Community Development Fund · NY | $250,000 | |||
| FY 2024 | Rethink Food Fleet Rethink Food NYC, Inc. Department of Housing and Urban Development · Community Development Fund · NY | $175,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.R. 8774
Department of Defense Appropriations Act, 2025
673 clients
H.R. 4365
Department of Defense Appropriations Act, 2024
602 clients
H.R. 10545
American Relief Act, 2025
599 clients
H.R. 7024
Tax Relief for American Families and Workers Act of 2024
573 clients
H.R. 2882
Further Consolidated Appropriations Act, 2024
553 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | nay | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | yeaagainst party | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | present | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | not voting | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | not voting | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | not voting | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | not voting | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | not voting | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | nay | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | not voting | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | not voting | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | nay | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | nay | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | not voting | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nayagainst party | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | not voting | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | not voting | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | not voting | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | not voting | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | not voting | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | not voting | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | not voting | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | not voting | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | yea | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | not voting | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | not voting | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | not voting | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | not voting | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | not voting | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | not voting | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | not voting | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | not voting | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | not voting | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | nay | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | nay | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | nay | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | not voting | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | not voting | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | not voting | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | not voting | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | not voting | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | nay | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | yea | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | not voting | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | not voting | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | nay | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | nay | Passed |
What they sponsor bills about
119th Congress: 46 sponsored, 0 became law · 118th Congress: 20 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 10270 Supporting 9–8–8 Crisis Stabilization Act | Sep 3, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9905 To designate the facility of the United States Postal Service located at 114 John Street in New York, New York, as the " | Jul 23, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 9906 FIXER Act | Jul 23, 2026 Referred to the House Committee on Ways and Means. |
| H.R. 9778 Judicial FOIA Expansion Act | Jul 20, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 9349 Voting Systems Protection Act | Jun 18, 2026 Referred to the Committee on House Administration, and in addition to the Committee on the Judiciary, for a pe |
| H.R. 9350 No 9/11 Family Left Behind Act of 2026 | Jun 18, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 9314 DHS Surveillance Technology Moratorium Act of 2026 | Jul 7, 2026 Referred to the Subcommittee on Oversight, Investigations, and Accountability. |
| H.R. 9275 Buy Now Pay Later Consumer Protection Act of 2026 | Jun 11, 2026 Referred to the House Committee on Financial Services. |
| H.R. 9211 Jewish American Security Act | Jul 7, 2026 Referred to the Subcommittee on Counterterrorism and Intelligence. |
| H.R. 9058 Residential AED and CPR Preparedness Act of 2026 | May 29, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 8970 Gambling Disorder Health Study Act | May 21, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 8814 HUD Data Privacy Act of 2026 | May 14, 2026 Referred to the House Committee on Financial Services. |
| H.R. 8654 Afterschool for All Act | May 4, 2026 Referred to the Committee on Education and Workforce, and in addition to the Committee on Ways and Means, for |
| H.R. 8510 PRICE Act | Apr 27, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 7869 RAD Conversion Continuity Act | Mar 9, 2026 Referred to the House Committee on Financial Services. |
| H.R. 7692 Supreme Court Ethics and Investigations Act | Feb 25, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 7658 Enhanced Cybersecurity for SNAP Act of 2026 | Apr 3, 2026 Referred to the Subcommittee on Nutrition and Foreign Agriculture. |
| H.R. 7659 To designate the Pride flag as an authorized flag eligible for display at units of the National Park System, to express | Feb 24, 2026 Referred to the House Committee on Natural Resources. |
| H.R. 7591 Secure Firearm Storage and Suicide Prevention Act of 2026 | Feb 17, 2026 Referred to the House Committee on Education and Workforce. |
| H.R. 7575 Prohibiting Political Prosecutions Act of 2026 | Feb 13, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 7536 GRADUATE Act | Feb 12, 2026 Referred to the House Committee on Ways and Means. |
| H.R. 7427 SAFE VISITS Act | Jun 24, 2026 Ordered to be Reported (Amended) by the Yeas and Nays: 28 - 2. |
| H.R. 7360 To amend the United States Housing Act of 1937 to permanently authorize the emergency safety and security grant program, | Feb 4, 2026 Referred to the House Committee on Financial Services. |
| H.R. 7284 ICE OUT Act | Jan 30, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 7033 Federal Correctional Officer Paycheck Protection Act of 2026 | Jan 13, 2026 Referred to the House Committee on Oversight and Government Reform. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 46 | 0 | 732 |
| 118th | 20 | 0 | 691 |
Subcommittees
Holdings and trades
$1.9M – $275.9M+net worth, 2025 report
1,396trades on their reports
32 of 1,307trades reported after 45 days
34 daystypical time to report a trade
1reports filed on paper
5filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Goldman 1986 TR Exchange Place ⇒ Exchange Place (Equity Only): All Cap LP
Investment Fund · Self
$50.0M+
Gilder Gagnon Howe & Co
Investment Fund · Self
$5.0M+
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC
Investment Fund · Self
$5.0M+
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP
Investment Fund · Self
$5.0M+
Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio
Mutual Funds · Self
$5.0M+
Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares
Mutual Funds · Self
$5.0M+
Exchange Place (Equity Only) All Cap LP
Investment Fund · Self
$1.0M+
Monte Vista Opportunity Fund I LP
Investment Fund · Self
$1.0M+
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP
Investment Fund · Self
$1.0M+
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series K, LP
Investment Fund · Self
$1.0M+
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund IV, LP
Investment Fund · Self
$1.0M+
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VI LP
Investment Fund · Self
$1.0M+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Goldman 1986 TR Exchange Place ⇒ Exchange Place (Equity Only): All Cap LP | Investment Fund | Self | $50.0M – — | Partnership Income: $1.0M – $5.0M |
| Gilder Gagnon Howe & Co | Investment Fund | Self | $5.0M – $25.0M | Capital Gains, Dividends: $100K – $1.0M |
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC | Investment Fund | Self | $5.0M – $25.0M | Partnership Income: $100K – $1.0M |
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP | Investment Fund | Self | $5.0M – $25.0M | Partnership Income: $100K – $1.0M |
| Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio | Mutual Funds | Self | $5.0M – $25.0M | Capital Gains, Dividends: $100K – $1.0M |
| Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares | Mutual Funds | Self | $5.0M – $25.0M | Dividends: $100K – $1.0M |
| Exchange Place (Equity Only) All Cap LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $50K – $100K |
| Monte Vista Opportunity Fund I LP | Investment Fund | Self | $1.0M – $5.0M | None: — |
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series K, LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $15K – $50K |
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund IV, LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VI LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| DSG Investment Holdings LLC ⇒ Brokerage ⇒ EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $15K – $50K |
| Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A | Corporate Securities | Self | $1.0M – $5.0M | Dividends: $15K – $50K |
| Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1 | Other | Self | $1.0M – $5.0M | Dividends: $1,001 – $2,500 |
| Investment Advisory ⇒ Goldman Sachs GQG Partners International Opportunities Fund Class P Shares | Mutual Funds | Self | $1.0M – $5.0M | Capital Gains, Dividends: $100K – $1.0M |
| Investment Advisory ⇒ Patient Square Equity Partners Access LLC | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $15K – $50K |
| Investment Advisory ⇒ REDBIRD CAPITAL PARTNERS IV AC | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $15K – $50K |
| Investment Advisory ⇒ Tiger Global Crossover Access LLC | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| Investment Advisory ⇒ VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $15K – $50K |
| TR Holdings ⇒ BELGARD CAPITAL FUND LLC CLASS II | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $15K – $50K |
| TR Holdings ⇒ Carlyle Global Infrastructure Opportunity Fund | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY VIII, L.P. | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL IX, L.P. | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL VIII, L.P. | Investment Fund | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX)
2023–2025 · $9.0M – $39.0M
7 trades
Coca-Cola Company (KO)
2023–2023 · $84K – $260K
7 trades
Tesla, Inc. (TSLA)
2023–2023 · $246K – $665K
6 trades
Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)
2023–2025 · $97K – $280K
6 trades
American Tower Corporation (AMT)
2023–2023 · $117K – $280K
5 trades
AbbVie Inc. (ABBV)
2023–2023 · $68K – $195K
5 trades
Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX)
2023–2023 · $33K – $145K
5 trades
Altria Group, Inc. (MO)
2023–2023 · $19K – $110K
5 trades
Merck & Company, Inc. Common Stock (MRK)
2023–2023 · $19K – $110K
5 trades
Spire Inc. (SR)
2023–2023 · $5,005 – $75K
5 trades
Their latest 300 of 1,396 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2025-12-16 | Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I via Trust #4 | Purchase | Child | $1,001 – $15K | annual |
| 2025-12-04 | Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-04 | Investment Advisory ⇒ Goldman Sachs Municipal Income Fund Institutional Shares via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $5.0M – $25.0M | annual |
| 2025-08-31 | Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series] via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $1.0M – $5.0M | annual |
| 2025-08-29 | Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series] via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $100K – $250K | annual |
| 2025-08-12 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $1.0M – $5.0M | annual |
| 2025-06-01 | Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLC CLASS A SERIES 1 via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $100K – $250K | annual |
| 2025-05-05 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2025-04-15 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2025-03-01 | Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLC CLASS A SERIES 1 via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2025-02-11 | S&P Global Inc. Common Stock via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > Brokerage | Sale (Full) | Self | $15K – $50K | 45 |
| 2025-01-31 | Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series] via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2025-01-07 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2024-11-29 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $500K – $1.0M | annual |
| 2024-08-23 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $1.0M – $5.0M | annual |
| 2024-08-23 | Investment Advisory ⇒ Aristotle Floating Rate Income Fund Class I via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $500K – $1.0M | annual |
| 2024-07-31 | Stevenson Street Matpat II, LP via Daniel Goldman 1997 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-06-13 | Investment Advisory ⇒ iShares ESG Aware MSCI USA ETF via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $1.0M – $5.0M | annual |
| 2024-01-31 | BBR Investments ⇒ BBR Fixed Income Opportunities Fund, LP via Daniel Goldman 12/9/2011 Trust | Sale (Full) | Self | $100K – $250K | annual |
| 2024-01-19 | Investment Advisory ⇒ iShares ESG Aware MSCI USA ETF via Daniel Goldman Grandchildren 1986 Trust | Sale (Partial) | Self | $1.0M – $5.0M | annual |
| 2024-01-03 | Investment Advisory ⇒ Goldman Sachs Municipal Income Fund Institutional Shares via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $5.0M – $25.0M | annual |
| 2024-01-03 | Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $5.0M – $25.0M | annual |
| 2024-01-03 | Investment Advisory ⇒ Goldman Sachs Short-Term Conservative Income Fund Institutional Clas via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $5.0M – $25.0M | annual |
| 2023-11-17 | Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $5.0M – $25.0M | annual |
| 2023-11-16 | Investment Advisory ⇒ Goldman Sachs Short-Term Conservative Income Fund Institutional Clas via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $5.0M – $25.0M | annual |
| 2023-08-03 | Wolters Kluwer N V Ord American Depositary Shares (WTKWY) [ST] the statements I have made via Daniel Goldman Grandchildren 1986 Trust > MP | Sale (Full) | Self | $1,001 – $15K | 45 |
| 2023-08-03 | Sig Group AG Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > MP | Sale (Full) | Self | $1,001 – $15K | 45 |
| 2023-08-03 | MP ⇒ Wolters Kluwer N V Ord American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-07-20 | Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional via Trust #1 | Sale (Partial) | Child | $1,001 – $15K | annual |
| 2023-07-19 | Northrop Grumman Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 25 |
| 2023-07-14 | Zoetis Inc. Class A via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Ventas, Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Tyson Foods, Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | T-Mobile US, Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Thor Industries, Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | TE Connectivity Ltd. New Switzerland Registered Shares via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | ProLogis, Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Merck & Company, Inc. Common Stock via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Johnson & Johnson via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Ford Motor Company via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Darling Ingredients Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Coinbase Global, Inc. - Class A via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Coca-Cola Company via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | AT&T Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Aptiv PLC Ordinary Shares via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | Altria Group, Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-14 | AbbVie Inc. via Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS | Sale (Full) | Self | $1,001 – $15K | 30 |
| 2023-07-12 | Yum China Holdings, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Wheaton Precious Metals Corp Common Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Welltower Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Verizon Communications Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $100K – $250K | 32 |
| 2023-07-12 | Urstadt Biddle Properties Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Urban Edge Properties Common Shares of Beneficial Interest via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | UnitedHealth Group Incorporated Common Stock via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | United Rentals, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | United Parcel Service, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | UDR, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | U.S. Bancorp via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Truist Financial Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | TripAdvisor, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | T-Mobile US, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Thermo Fisher Scientific Inc via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | The Kraft Heinz Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Teleflex Incorporated via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Tanger Factory Outlet Centers, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Tandem Diabetes Care, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Sysco Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Sunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Summit Hotel Properties, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | State Street Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Spire Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | SMART Global Holdings, Inc. - Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | SL Green Realty Corp via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Sinclair, Inc. - Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Seagate Technology Holdings PLC - Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | SBA Communications Corporation - Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Saul Centers, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Samsara Inc. Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | RTX Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Retail Opportunity Investments Corp. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Relay Therapeutics, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Redwood Trust, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | RB Global, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | QuidelOrtho Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Public Storage via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | ProLogis, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $100K – $250K | 32 |
| 2023-07-12 | Progressive Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Playtika Holding Corp. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | PHINIA Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Phillips Edison & Company, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Pfizer, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Pebblebrook Hotel Trust Common Shares of Beneficial Interest via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | PayPal Holdings, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Park Hotels & Resorts Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Paramount Global - Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | PagerDuty, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | ONE Gas, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Novo Nordisk A/S via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $100K – $250K | 32 |
| 2023-07-12 | NexPoint Residential Trust, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | National Storage Affiliates Trust Common Shares of Beneficial Interest via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Mosaic Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Molina Healthcare Inc via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Moderna, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Mid-America Apartment Communities, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Merck & Company, Inc. Common Stock via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | MercadoLibre, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | MarketAxess Holdings, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | M&T Bank Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $100K – $250K | 32 |
| 2023-07-12 | Lockheed Martin Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Life Storage, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Liberty Global plc - Class C Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Liberty Global plc - Class A Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | L3Harris Technologies, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Kulicke and Soffa Industries, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Kroger Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Kite Realty Group Trust via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Kilroy Realty Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Keurig Dr Pepper Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | JBG SMITH Properties Common Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Jazz Pharmaceuticals plc - Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Iron Mountain Incorporated via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Invitation Homes Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | International Flavors & Fragrances, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Insulet Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Innovative Industrial Properties, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Independence Realty Trust, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Ichor Holdings - Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Howard Hughes Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Host Hotels via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Heico Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Healthpeak Properties, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Halozyme Therapeutics, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Gilead Sciences, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Getty Realty Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Four Corners Property Trust, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | FNF Group of Fidelity National Financial, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Fidelity National Information Services, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Ferguson plc Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Fabrinet Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Extra Space Storage Inc via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Exelon Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Eversource Energy via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Everbridge, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Essex Property Trust, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Essential Properties Realty Trust, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Equity Residential Common Shares of Beneficial Interest via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Equinix, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | EPR Properties via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | EPAM Systems, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Enanta Pharmaceuticals, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Edison International via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Dominion Energy, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Dollar Tree, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Dollar General Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Diamondrock Hospitality Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | CubeSmart Common Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Crown Castle Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | ConAgra Brands, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Community Bank System, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Coca-Cola Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Clarivate Plc Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Citizens Financial Group, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Ciena Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Chubb Limited via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Charles Schwab Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | ChargePoint Holdings, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Centene Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | CareTrust REIT, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Cadence Bank via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Brookfield Renewable Corporation Class A Subordinate Voting Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Bristol-Myers Squibb Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Boston Properties, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Bel Fuse Inc. - Class B via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | BeiGene, Ltd. - American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Avantor, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | AvalonBay Communities, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Atlassian Corporation - Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | AT&T Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Arista Networks, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Archer-Daniels-Midland Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | American Tower Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | Amcor plc Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | AMC Networks Inc. - Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Altria Group, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Alteryx, Inc. Class A via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Alexandria Real Estate Equities, Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Alexander & Baldwin, Inc. Common Stock REIT Holding Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Agree Realty Corporation via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | Advance Auto Parts Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2023-07-12 | AbbVie Inc. via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $50K – $100K | 32 |
| 2023-07-12 | 3M Company via Daniel Goldman Grandchildren 1986 Trust > TACS R3K | Sale (Full) | Self | $15K – $50K | 32 |
| 2023-07-12 | Investment Advisory ⇒ PACIFIC FUNDS FLOATING RATE INCOME CLASS I via Daniel Goldman Grandchildren 1986 Trust | Sale (Full) | Self | $500K – $1.0M | annual |
| 2023-07-12 | Investment Advisory ⇒ iShares ESG Aware MSCI USA ETF via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $1.0M – $5.0M | annual |
| 2023-07-12 | DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP - Class C via Daniel Goldman 1997 Trust | Sale (Full) | Self | $100K – $250K | annual |
| 2023-07-12 | BBR Investments ⇒ BBR Equity Long/Short (QP), LP - Class C via Daniel Goldman 12/9/2011 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-07-11 | William Floyd Un Free SCH Dist Go 5% 06/15/25 JD N Y Mastics-Moriches-Shirley Libr BDS 202 via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | West Hempstead N Y Un Free SCH Go 5% 06/01/29 JD Dist BDS 2023 Ut Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | Upper Mohawk VY Regl WTR Fin Rev 5% 04/01/30 Ao Auth NY WTR SYS Rev BDS 2023 Green Bond In via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | Triborough BRDG & Tunl Auth Rev 5% 11/15/28 MN Bridges and Tunnels) Payroll Mobility Tax S via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | The City of New York Go 5.0000% 08/01/28-CA Fa General Obligation Bonds Fiscal 2018 Series via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | Schenectady N Y Go 4% 05/01/26 MN Pub Impt BDS 2023 Ut Ins Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | NY ST Env Facs Corp ST Rev 5.0000% 06/15/28-CA JD Clean Wtr& Drinkg WTR Sub- Revolving Fds via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | NY ST Dorm Auth ST Pers Inc Rev 5.0000% 03/15/25 MS TX Issus DTD PR to 10/14/11 Gen Purp-S via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | New York ST Dorm Auth ST Pers Rev 5% 03/15/30 MS Income Tax Rev Gen Purp BDS 2022 a Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | New York ST Dorm Auth ST Pers Rev 5% 03/15/30 MS Income Tax Rev Gen Purp BDS 2021 E Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | New York ST Dorm Auth ST Pers Rev 5% 03/15/28 MS Income Tax Rev Gen Purp BDS 2022 a Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | New York ST Dorm Auth Sales Rev 5% 03/15/24 MS Tax Rev ST Supporteddebt Rev BDS 2017 a SR via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | New York N Y Go 5% 08/01/29-CA Fa Go BDS A-2 Ut Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | New York N Y Go 5% 08/01/27 Fa Go BDS Fiscal 2023 C Ut Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | New York N Y City Transitional Rev 5.0000% 07/15/27 JJ Fin Auth BLDG Aidrev BDS 2019 S-3A via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | New York N Y City Transitional Rev 5% 07/15/25 JJ Fin Auth BLDG Aidrev Fiscal 2023-SER S-1 via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | New York N Y City Health & Rev 5% 02/15/24 Fa Hosp Corp Rev SYS BDS 2020 a Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | N Y ST Env Facs Corp Rev 5% 09/15/28-CA MS ST Revolving Fds-Ser D Green Bonds Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | N Y ST Env Facs Corp Rev 5% 06/15/25 JD Revolvng FD Sub SRF BDS Beo Sub Lien via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | N Y S Env Facs Corp Rev 5% 05/15/26 MN Revolving FDS BDS 2023 a Green Bond Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | N Y S Dorm Auth Revs Non ST Su Rev 5% 10/01/29 Ao SCH Dists Fing Program BDS 2022 a Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | N Y S Dorm Auth Revs Non ST Su Rev 5% 10/01/28 Ao SCH Dist Fing Program BDS 2022C Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | N Y S Dorm Auth Revs Non ST Su Rev 5% 10/01/26 Ao SCH Dists BD Fing Program BDS 2023 a Ins via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | N Y N Y City Transitional Fin Rev 5% 11/01/30 MN Future Tax Secd Sub BDS Fiscal 2023 Sub E via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | N Y City Transitional Fin Auth Rev 5% 11/01/30 MN Future Tax Secured Subordinate Bonds Fis via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | N Y City Transitional Fin Auth Rev 5% 08/01/27 Fa Future Tax Secured Tax-Exempt Subordinat via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | N Y City Mun WTR Fin Auth WTR SWR SYS Rev 5% 06/15/28-CA JD Water and Sewer System Second via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | N Y City Mun WTR Fin Auth Rev 5.0000% 06/15/31 JD Water and Sewer System Second General Re via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | Lumen Technologies, Inc. via Daniel Goldman 12/9/2011 Trust > Aperio Group LLC | Sale (Full) | Self | $1,001 – $15K | 33 |
| 2023-07-11 | Lockport City N Y SCH Dist Go 5% 04/15/28 Ao BDS 2023 Ut BNK Qual Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | Lee CNTY Fla WTR & SWR Rev Rev 5% 10/01/38 Ao Rev BDS a Prere 10/01/23 Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | Hicksville N Y WTR Dist Go 5% 03/01/27 MS BDS 2022 Ut Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $100K – $250K | 33 |
| 2023-07-11 | Hempstead N Y Un Free SCH Dist Go 4% 04/19/24 Ao Go BD Antic NTS 2023 a Ut Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | Dorm Auth of the State of NY Rev 5.0000% 10/01/26 Ao SCH Dists Rev BD Fing Prog Rev Bonds via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | Colonie N Y Go 4% 03/08/24 MS BD Antic NTS 2023 B Ut Beo via Daniel Goldman Grandchildren 1986 Trust > MUNI ESG | Sale (Full) | Self | $250K – $500K | 33 |
| 2023-07-11 | Investment Advisory ⇒ Aristotle Floating Rate Income Fund Class I via Daniel Goldman Grandchildren 1986 Trust | Purchase | Self | $500K – $1.0M | annual |
| 2023-07-10 | Zurich Insurance Group Limited Sponsored American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Zalando SE Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Yaskawa Electric Corp Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Yara International ASA Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Yamaha Motor Co Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | WPP plc American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $50K – $100K | 34 |
| 2023-07-10 | Worldline SA Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | West Japan Railway Co Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Volvo AB Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $50K – $100K | 34 |
| 2023-07-10 | Volkswagen AG Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Volkswagen AG PFD Uns/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Vinci SA ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Veolia Environnement ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Vat Group AG Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Upm Kymmene Corp Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | United Utilities Group Plc Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | United Overseas Bk Singapore American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Unilever PLC via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $100K – $250K | 34 |
| 2023-07-10 | Umicore Group Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | UCB Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | UBS Group AG Registered Ordinary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $100K – $250K | 34 |
| 2023-07-10 | Trend Micro Incorporated American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Trane Technologies plc via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Toyota Motor Corporation via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $100K – $250K | 34 |
| 2023-07-10 | Toto Ltd Ord American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Toray Industries Inc ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Tokyo Electron Ltd Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Tokio Marine Holdings, Inc. Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Thyssenkrupp AG S/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Terumo Corp Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Terna Rete Elettrica Nazionale SPA Unsponsored American Depository Receipt via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Tencent Holdings Limited Unsponsored ADR Representing B Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Temenos Group AG SPONSORED ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Telstra Group LTD S/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Teleperformance Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Telenor ASA American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Telefonica SA via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Techtronic Industries Company Ltd American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | TE Connectivity Ltd. New Switzerland Registered Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | TDK Corporation via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Takeda Pharmaceutical Company Limited American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Taiwan Semiconductor Manufacturing Company Ltd. via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $50K – $100K | 34 |
| 2023-07-10 | Sysmex Corporation Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Symrise Ag Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Swisscom AG via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Swiss Re Ltd Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Swire Pacific Ltd Sponsored ADR representing 1 Class A Share via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Swedbank AB Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Svenska Handelsbanken Unsponsored ADR representing A Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Suzuki Motor Corp Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Suntory Beverage & Food Ltd American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Sun Hung Kai Pptys Ltd Ord American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Sumitomo Mitsui Trust Holdings, Inc. Sponsored American Depository Receipt via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $50K – $100K | 34 |
| 2023-07-10 | Sumitomo Electric Industries Ltd Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Sumitomo Chemical Co Ltd Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | STMicroelectronics N.V. via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $100K – $250K | 34 |
| 2023-07-10 | Stellantis N.V. Common Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | SSE Plc Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Spark NZ LTD S/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
| 2023-07-10 | Sony Group Corporation American Depositary Shares via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $100K – $250K | 34 |
| 2023-07-10 | Sonova Holding AG Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Sonic Healthcare Sp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Softbank Corp Unsponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Softbank Corp Unsp/adr via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $15K – $50K | 34 |
| 2023-07-10 | Societe Generale France Sponsored ADR via Daniel Goldman Grandchildren 1986 Trust > TLH ADR | Sale (Full) | Self | $1,001 – $15K | 34 |
What their office spends
What Goldman's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $2,049,841 over the last 4 quarters, 72% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $301,103 | $10,260 | $52,320 | $128,112 | $19,130 | $510,925 |
| Q1 '26 | $362,534 | $5,898 | $53,274 | $148,422 | $26,880 | $597,008 |
| Q4 '25 | $460,805 | $8,564 | $52,290 | -$28,050 | $17,138 | $510,747 |
| Q3 '25 | $352,201 | $6,383 | $52,476 | $980 | $19,120 | $431,160 |
| Q2 '25 | $352,726 | $8,106 | $53,033 | $28,991 | $30,892 | $473,748 |
| Q1 '25 | $361,542 | $8,448 | $53,800 | $1,188 | $32,484 | $457,463 |
| Q4 '24 | $458,232 | $4,927 | $54,792 | $44 | $28,365 | $546,361 |
| Q3 '24 | $369,950 | $8,112 | $54,702 | $501 | $19,731 | $452,995 |
| Q2 '24 | $357,479 | $14,903 | $65,330 | $57,219 | $17,664 | $512,594 |
| Q1 '24 | $364,548 | $8,098 | $60,486 | $44,428 | $31,728 | $509,288 |
| Q4 '23 | $477,502 | $11,692 | $53,615 | $11,467 | $18,764 | $573,038 |
| Q3 '23 | $380,155 | $14,641 | $60,623 | $5,045 | $16,312 | $476,776 |
| Q2 '23 | $381,350 | $5,552 | $55,020 | $1,237 | $27,276 | $470,436 |
| Q1 '23 | $298,969 | $5,303 | $21,646 | $189 | $47,620 | $373,726 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Wright Andrew T.
Chief of Staff
$138,584
Blasco John M.
District Director · Interim Chief of Staff
$134,417
Pastore Matthew C.
Legislative Director · Deputy Chief of Staff
$104,125
Marx Damon M.
Senior Counsel
$102,000
Schmid Shelby E
Director of Constituent Servic · Deputy District Director
$89,166
Rodriguez Reyes Jesse J.
Legislative Assistant · Senior Policy Advisor
$86,422
Cheung Robin A.
Legislative Assistant
$81,333
Rondon Carlos
Director of Community & Extern
$72,000
Anderson Kyla D.
Legislative Correspondent
$68,444
Yu Xuyang
Caseworker/field Rep
$66,000
All 49
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Wright Andrew T. | Chief of Staff | $138,584 | 3 |
| Blasco John M. | District Director · Interim Chief of Staff | $134,417 | 4 |
| Pastore Matthew C. | Legislative Director · Deputy Chief of Staff | $104,125 | 4 |
| Marx Damon M. | Senior Counsel | $102,000 | 4 |
| Schmid Shelby E | Director of Constituent Servic · Deputy District Director | $89,166 | 4 |
| Rodriguez Reyes Jesse J. | Legislative Assistant · Senior Policy Advisor | $86,422 | 4 |
| Cheung Robin A. | Legislative Assistant | $81,333 | 4 |
| Rondon Carlos | Director of Community & Extern | $72,000 | 4 |
| Anderson Kyla D. | Legislative Correspondent | $68,444 | 4 |
| Yu Xuyang | Caseworker/field Rep | $66,000 | 4 |
| Cajas Anton Joshua G. | Creative Director | $63,111 | 4 |
| Schneider Grace A. | Scheduler | $57,322 | 3 |
| Bravo-Martinez Jessica | Caseworker/field Representativ | $55,264 | 4 |
| Kanter Simone | Senior Advisor · Part-time Employee | $53,767 | 4 |
| Verma Ishya | Communications Director | $46,400 | 2 |
| Miller Addison L. | Part-time Employee · Staff Assistant | $39,778 | 4 |
| Usry Quinn D. | Press Assistant | $27,194 | 2 |
| Papa Katherine A. | Shared Financial Administrator | $25,000 | 4 |
| Plushnick Jacob M. | Part-time Employee | $21,289 | 4 |
| Mcconnell Mckinley | Director of Scheduling | $20,417 | 2 |
| Flood Kashmir A. | Part-time Employee · Caseworker/field Rep | $19,194 | 2 |
| Bannon Christopher N. | Part-time Employee | $15,945 | 2 |
| Furman Joshua E. | District Office Paid Intern - · Caseworker/field Representativ | $13,957 | 3 |
| Fink Sophia | Press Assistant | $11,667 | 1 |
| Dheer Meera | Legislative Director | $11,000 | 1 |
| Wyatt-Luth Hamilton S. | District Office Paid Intern - | $7,420 | 2 |
| Vaidya Anoushka S. | District Office Paid Intern - | $5,180 | 2 |
| Babagoli Bahar A. | District Office Paid Intern - | $4,702 | 2 |
| Calle Rojas Justin S. | District Office Paid Intern - | $3,725 | 2 |
| Platt Nathan S. | Paid Intern - House Program | $3,600 | 2 |
| Tisopulos Melina K. | Paid Intern - House Program | $2,747 | 2 |
| Zolov Isaac P. | District Office Paid Intern - | $2,280 | 1 |
| Frischling Max B. | District Office Paid Intern - | $2,275 | 2 |
| Susu Alina | Paid Intern - House Program | $2,107 | 1 |
| Houghtalen Victoria A. | Shared Employee | $2,000 | 1 |
| Sandoval Matthias J. | Paid Intern - House Program | $1,933 | 2 |
| House Kaelen | District Office Paid Intern - | $1,867 | 2 |
| Bach Jeremy E. | Paid Intern - House Program | $1,667 | 2 |
| Wong Katelin | Paid Intern - House Program | $1,560 | 1 |
| Austin James T. | Paid Intern - House Program | $1,467 | 2 |
| Chen Xiang Quan B. | District Office Paid Intern - | $1,386 | 1 |
| Bhargava Shivani N. | District Office Paid Intern - | $1,360 | 1 |
| Anderson Rebekah J. | Paid Intern | $1,159 | 1 |
| Beauvais Irmani-Maureen | District Office Paid Intern - | $966 | 1 |
| Saler Isabel E. | Paid Intern - House Program | $900 | 1 |
| Mcguinness Caroline G. | Paid Intern - House Program | $900 | 1 |
| Levanway Tess G. | Paid Intern - House Program | $717 | 1 |
| Douvas Stavros G. | Paid Intern - House Program | $500 | 1 |
| Dameron Samuel D. | District Office Paid Intern - | $431 | 1 |
Private funds
119private funds, LLCs and trusts with no ticker
3file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Exchange Place (Equity Only) All Cap LP
files a Form D
$3.8M
12 West Capital Management LP
manages $1.3B · 4 private funds
$750K
Cypress Point Investment Management LP
manages $512.4M · 2 private funds
$375K
Goldman 1986 TR Exchange Place ⇒ Exchange Place (Equity Only): All Cap LP
held from 2023
$50.0M
Daniel Goldman Grandchildren 1986 Trust
trades went through it
$40.0M
Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
trades went through it
$25.3M
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC
held from 2022
$15.0M
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP
held from 2022
$15.0M
Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series]
3 trades
$6.9M
TR Holdings ⇒ Brown Advisory Alternative Strategies Fund
1 trades
$6.0M
TR Holdings ⇒ NYES LEDGE CAPITAL PARTNERS, L P
1 trades
$6.0M
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series I, LP
held from 2022
$3.4M
Investment Advisory ⇒ VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP
1 trades
$3.2M
AWD, LLC ⇒ BBR Investments ⇒ Monte Vista Opportunity Fund I LP
held from 2022
$3.0M
DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP
held from 2022
$3.0M
All 119, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Goldman 1986 TR Exchange Place ⇒ Exchange Place (Equity Only): All Cap LP | held 2023 | $50.0M – $50.0M | |||||||
| Daniel Goldman Grandchildren 1986 Trust trades went through it | 2023-01-05 | $22.1M – $58.0M | |||||||
| Daniel Goldman Grandchildren 1986 Trust > MUNI ESG trades went through it | 2023-01-17 | $16.3M – $34.3M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC | held 2022 | $5.0M – $25.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP | held 2022 | $5.0M – $25.0M | |||||||
| Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series] | held 2022 | $1.6M – $6.3M | $1.0M – $5.0M | ||||||
| TR Holdings ⇒ Brown Advisory Alternative Strategies Fund | held 2022 | $1.0M – $5.0M | $1.0M – $5.0M | ||||||
| TR Holdings ⇒ NYES LEDGE CAPITAL PARTNERS, L P | held 2022 | $1.0M – $5.0M | $1.0M – $5.0M | ||||||
| Exchange Place (Equity Only) All Cap LP | over 5 years, Delaware | Other Investment Fund | 199 | 2021-01-19 | held 2023 | $1.5M – $6.0M | |||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series I, LP | held 2022 | $1.3M – $5.5M | |||||||
| Investment Advisory ⇒ VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP | 2023-01-05 | $100K – $250K | $1.0M – $5.0M | ||||||
| AWD, LLC ⇒ BBR Investments ⇒ Monte Vista Opportunity Fund I LP | held 2022 | $1.0M – $5.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP | held 2022 | $1.0M – $5.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series K, LP | held 2022 | $1.0M – $5.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund IV, LP | held 2022 | $1.0M – $5.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VI LP | held 2022 | $1.0M – $5.0M | |||||||
| DSG Investment Holdings LLC ⇒ Brokerage ⇒ EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP | held 2023 | $1.0M – $5.0M | |||||||
| Daniel Goldman Grandchildren 1986 Trust > SWAP trades went through it | $1.0M – $5.0M | ||||||||
| Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1 | held 2023 | $1.0M – $5.0M | |||||||
| Investment Advisory ⇒ EXCHANGE PLACE (EQUITY ONLY): CLASS A | held 2022 | $1.0M – $5.0M | |||||||
| Investment Advisory ⇒ Patient Square Equity Partners Access LLC | held 2022 | $1.0M – $5.0M | |||||||
| Investment Advisory ⇒ REDBIRD CAPITAL PARTNERS IV AC | held 2022 | $1.0M – $5.0M | |||||||
| Investment Advisory ⇒ Tiger Global Crossover Access LLC | held 2022 | $1.0M – $5.0M | |||||||
| MP ⇒ Exchange Place: Class A | held 2022 | $1.0M – $5.0M | |||||||
| Monte Vista Opportunity Fund I LP | held 2024 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ ABERDEEN US PRIVATE EQUITY VIII, L.P. | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ ABERDEEN VENTURE PARTNERS IX, L.P. | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ ABERDEEN VENTURE PARTNERS VIII, L.P. | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ ABERDEEN VENTURE PARTNERS X, L.P. | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ BELGARD CAPITAL FUND LLC CLASS II | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ Carlyle Global Infrastructure Opportunity Fund | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY VIII, L.P. | held 2023 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL IX, L.P. | held 2023 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL VIII, L.P. | held 2023 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL X, L.P. | held 2023 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL XII, LP | held 2023 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ Stepstone VC Opportunities VI, L.P. | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ UNICORN PARTNERS FUND III, LP | held 2022 | $1.0M – $5.0M | |||||||
| TR Holdings ⇒ WAVE EQUITY FUND II LP | held 2022 | $1.0M – $5.0M | |||||||
| Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLC CLASS A SERIES 1 | $600K – $1.3M | ||||||||
| Schwab Brokerage ⇒ BBR ALO Fund, LLC | held 2022 | $500K – $1.1M | |||||||
| 12 West Capital Fund LP filed as 12 West Capital Fund LP | 12 West Capital Management LP $1.3B managed | over 5 years, Delaware | Hedge Fund | 98 | 2011-10-01 | held 2022 | $500K – $1.0M | ||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration III, LP | held 2022 | $500K – $1.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration IV, LP | held 2022 | $500K – $1.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund II, LP | held 2022 | $500K – $1.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund III, LP | held 2022 | $500K – $1.0M | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VII, LP | held 2022 | $500K – $1.0M | |||||||
| Jottshots! | held 2022 | $500K – $1.0M | |||||||
| TR Holdings ⇒ ABERDEEN STANDARD VENTURE PARTNERS XII, LP | held 2022 | $500K – $1.0M | |||||||
| TR Holdings ⇒ DOVER STREET X LLC | held 2022 | $500K – $1.0M | |||||||
| TR Holdings ⇒ STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P. | held 2022 | $500K – $1.0M | |||||||
| BBR Investments ⇒ BBR Fixed Income Opportunities Fund, LP | held 2022 | $100K – $250K | $250K – $500K | ||||||
| Daniel Goldman 1997 Trust trades went through it | 2023-02-17 | $141K – $690K | |||||||
| Cypress Point Technology Fund LP | Cypress Point Investment Management LP $512.4M managed | over 5 years, Delaware | Hedge Fund | $1.0M | 47 | 2022-04-01 | held 2022 | $250K – $500K | |
| TR Holdings ⇒ CHARLES RIVER REALTY FUND II L P | held 2022 | $250K – $500K | |||||||
| DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP - Class C | held 2022 | $100K – $250K | $100K – $250K | ||||||
| Daniel Goldman 1997 Trust > AWD, LLC > Breckinridge Capital Advisors, Inc. trades went through it | 2023-02-17 | $40K – $425K | |||||||
| Daniel Goldman 12/9/2011 Trust trades went through it | $101K – $265K | ||||||||
| 378 Greenwich Restaurant LLC | held 2022 | $100K – $250K | |||||||
| AWD, LLC ⇒ Monte Vista Real Estate Fund I LLC | held 2022 | $100K – $250K | |||||||
| DSG Investment Holdings LLC ⇒ EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP | held 2023 | $100K – $250K | |||||||
| Muni ESG ⇒ the City of New York Go 5.0000% 08/01/28-CA Fa General Obligation Bonds Fiscal | $100K – $250K | ||||||||
| Monte Vista Real Estate Fund I LLC | held 2024 | $100K – $250K | |||||||
| The City of New York Go 5.0000% 08/01/28-CA Fa General Obligation Bonds Fiscal 2018 Series | $100K – $250K | ||||||||
| TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY III, L.P. | held 2023 | $100K – $250K | |||||||
| BBR ALO Fund, LLC | $32K – $130K | ||||||||
| AWD, LLC ⇒ BBR Investments ⇒ Stevenson Street H.I.G. II LP | held 2022 | $50K – $100K | |||||||
| Stevenson Street H.I.G. II LP | held 2024 | $50K – $100K | |||||||
| TR Holdings ⇒ ABERDEEN INTERNATIONAL PARTNERS, L.P. | held 2022 | $50K – $100K | |||||||
| TR Holdings ⇒ ABERDEEN US PRIVATE EQUITY III, L.P. | held 2022 | $50K – $100K | |||||||
| TR Holdings ⇒ HIGHVISTA INTERNATIONAL PARTNERS, L.P. | held 2023 | $50K – $100K | |||||||
| AWD, LLC ⇒ BBR Investments ⇒ Presidio NCD III LP | held 2022 | $15K – $50K | |||||||
| AWD, LLC ⇒ BBR Investments ⇒ Presidio Northgate PEP II LP | held 2022 | $15K – $50K | |||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Alabama St Pub Sch & College A 5.000% Due | $15K – $50K | ||||||||
| Presidio NCD III LP | held 2024 | $15K – $50K | |||||||
| Presidio Northgate PEP II LP | held 2024 | $15K – $50K | |||||||
| TR Holdings ⇒ Luxor Capital Partners Liquidating SPV, LLC | held 2022 | $15K – $50K | |||||||
| TR Holdings ⇒ LUXOR CAPITAL PARTNERS, LP | held 2022 | $15K – $50K | |||||||
| Trust #1 trades went through it | $15K – $50K | ||||||||
| Trust #3 trades went through it | $15K – $50K | ||||||||
| WBF Southampton LLC | held 2022 | $15K – $50K | |||||||
| Wishbone Farm Ventures, LLC | held 2022 | $15K – $50K | |||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Prosper Tex 5.000% Due 02-15-27 | $2,002 – $30K | ||||||||
| BBR Investments ⇒ BBR Equity Long/Short (QP), LP - Class C | held 2022 | $1,001 – $15K | $1,001 – $15K | ||||||
| AWD, LLC ⇒ BBR Investments ⇒ Presidio Telegraph Hill II LP | held 2022 | $1,001 – $15K | |||||||
| AWD, LLC ⇒ BBR Investments ⇒ Stevenson Street Matpat II, LP | held 2022 | $1,001 – $15K | |||||||
| AWD, LLC ⇒ BBR Investments ⇒ Stevenson Street New Mountain Sade | held 2022 | $1,001 – $15K | |||||||
| AWD, LLC ⇒ BBR Investments ⇒ Vantagepoint Venture Ptrs IV, LP | held 2022 | $1,001 – $15K | |||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ California St 5.000% Due 12-01-30 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ City of Ocoee FL 5.000% Due 10-01-30 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Clark Cnty Nev Passenger Fac C 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Colorado St Higher Ed Cap Cons 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Columbus Ohio 5.000% Due 07-01-26 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Columbus Ohio 5.000% Due 08-15-23 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Florida St Dept Environmental 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Horry Cnty S C Sch Dist 5.000% Due 03-01- | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Hurst Euless Bedford Tex Indpt 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Iowa Fin Auth Rev 5.000% Due 08-01-28 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ MIAMI-DADE CNTY FLA 5% 07-01-2025 BEO | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Miami-Dade Cnty Fla 5.000% Due 07-01-25 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ NORTH CHARLESTON SC LTD OBLIG 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Nevada St 5.000% Due 04-01-27 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ New York N Y City Transitional 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ New York St Dorm Auth St Pers 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Pell City Ala 5.000% Due 02-01-25 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Pennsylvania St Tpk Commn Tpk 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Private Colleges & Univs Auth 5.000% Due | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Texas A & M Univ Rev 5.000% Due 05-15-31 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ University Ala Gen Rev 5.000% Due 07-01-2 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ WASHINGTON SUBN SAN DIST MD 5% 06-01-2034 | $1,001 – $15K | ||||||||
| AWD, LLC ⇒ Breckinridge Capital Advisors, Inc. ⇒ Washington Subn San Dist MD 5.000% Due 06 | 2023-02-17 | $1,001 – $15K | |||||||
| AWD, LLC ⇒ Village Roadshow Entertainment Group | held 2022 | $1,001 – $15K | |||||||
| Daniel Goldman Grandchildren 1986 Trust > MP trades went through it | $1,001 – $15K | ||||||||
| North Charleston SC LTD Oblig 5.000% Due 10-01-30 | $1,001 – $15K | ||||||||
| Stevenson Street Matpat II, LP | held 2024 | $1,001 – $15K | |||||||
| Trust 2 trades went through it | $1,001 – $15K | ||||||||
| Trust 4 trades went through it | $1,001 – $15K | ||||||||
| Vantagepoint Venture Ptrs IV, LP | held 2024 | $1,001 – $15K | |||||||
| Village Roadshow Entertainment Group | held 2024 | $1,001 – $15K |
How their trades did
Each of Goldman's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 696 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-4.0%-2.0%0+2.0%+4.0%
30 days later
696 trades · 52% beat the market
-0.1%
90 days later
696 trades · 55% beat the market
+1.6%
Before the public knew: between trading and first reporting a trade (a median of 34 days; 4% of them reported late), their trades moved +0.6% against the market, where the same trades on other days give -0.4% to +1.4%. Copying each on the day it was reported would have earned +0.6% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Jan 13, 2023: 9.8% a year against the S&P 500's 19.8%; copying the reports, 12.3%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Sold Western Alliance Bancorporation (WAL) 2023-03-06 · $1,001 – $15K · +62.2% against the market in 30 days, +56.6% in 90
- Bought BILL Holdings, Inc. (BILL) 2023-04-10 · $15K – $50K · +31.7% against the market in 30 days, +50.7% in 90
- Sold Plug Power, Inc. (PLUG) 2023-03-06 · $15K – $50K · +30.3% against the market in 30 days, +44.4% in 90
Worst timed
- Sold QuantumScape Corporation Class A (QS) 2023-06-29 · $1,001 – $15K · -65.7% against the market in 30 days, +16.4% in 90
- Sold Editas Medicine, Inc. (EDIT) 2023-04-10 · $1,001 – $15K · -49.9% against the market in 30 days, -25.3% in 90
- Bought Charles Schwab Corporation (SCHW) 2023-03-06 · $15K – $50K · -37.4% against the market in 30 days, -35.0% in 90
Financial disclosures
20 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Aug 13, 2026 | Annual Report for 2025 | 13 |
| Apr 6, 2026 | Extension for 2025 | — |
| Aug 13, 2025 | Annual Report for 2024 | 10 |
| May 14, 2025 | Extension for 2024 | — |
| Mar 28, 2025 | Periodic Transaction Report | 1 |
| Aug 13, 2024 | Annual Report for 2023 | 1345 |
| Apr 18, 2024 | Extension for 2023 | — |
| Sep 17, 2023 | Periodic Transaction Report | 2 |
| Aug 13, 2023 | Candidate Report for 2022 | 1792 |
| Aug 13, 2023 | New Filer Report for 2022 | 1988 |
| Aug 13, 2023 | Periodic Transaction Report | 541 |
| Jul 24, 2023 | Periodic Transaction Report | 26 |
| Jun 15, 2023 | Periodic Transaction Report | 10 |
| May 19, 2023 | Periodic Transaction Report | 195 |
| May 8, 2023 | Extension for 2022 | — |
| Apr 17, 2023 | Periodic Transaction Report | 268 |
| Mar 20, 2023 | Periodic Transaction Report | 125 |
| Feb 24, 2023 | Periodic Transaction Report | 139 |
| Jul 29, 2022 | Candidate Report for 2022 | scan |
| Jul 8, 2022 | Extension for 2022 | — |