Daniel S. Goldman

D-NY-10 Representative for New York’s 10th district Democrat In Congress since 2023

1trades · 3 yrs
0buys
1sells
45dmedian wait
0filed late

Daniel S. Goldman disclosed 1 trade made since Oct 4, 2023: 0 buys and 1 sale. The latest, made Feb 11, 2025, was filed Mar 28, 2025.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

SPGI 1 trade 0 buy · 1 sell

Trades

1 trade since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
SPGIS&P Global Inc.

Sell

$15K–$50K

Traded Feb 11, 2025Filed Mar 28, 2025 45d

↗

Reported holdings

2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$106.9M+ sum of 109 disclosed ranges

Fund 82
Stock 16
Other 1
Cash 10

AssetOwner Valuevs 2024
Exchange Place (Equity Only): All Cap LPFundDaniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR E...SelfOver $50MSame band
BBR ALO Fund, LLCFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$5M–$25MSame band
QPBBR Equity Long/Short (QP), LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$5M–$25MSame band
DFSPXDFA International Sustainability Core 1 PortfolioFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$5M–$25MSame band
Gilder Gagnon Howe & Co, (J.D.)FundDaniel Goldman 12/9/2011 TrustSelf$5M–$25M▲ $1M–$5M
GSDUXGoldman Sachs Short Duration Tax Free Fund Institutional SharesFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$5M–$25MSame band
BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1OtherDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$1M–$5MSame band
QPBBR Absolute Return (QP), LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$1M–$5M▼ $5M–$25M
BBR Private Investment Fund-Series K, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$1M–$5MSame band
BBR Real Assets Fund IV, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$1M–$5MSame band
BBR Real Assets Fund VI LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$1M–$5MSame band
BELGARD CAPITAL FUND LLC CLASS IIFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUNDFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
EXCHANGE PLACE (EQUITY ONLY): ALL CAP LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$1M–$5M▼ Over $50M
Exchange Place (Equity Only) All Cap LPFundDaniel Goldman 12/9/2011 TrustSelf$1M–$5M▼ Over $50M
GGIPXGoldman Sachs GQG Partners International Opportunities Fund Class P SharesFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$1M–$5MSame band
HIGHVISTA PRIVATE EQUITY VIII, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
HIGHVISTA VENTURE CAPITAL IX, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
HIGHVISTA VENTURE CAPITAL VIII, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
HIGHVISTA VENTURE CAPITAL X, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
HIGHVISTA VENTURE CAPITAL XII, LPFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
LEVILevi Strauss & Co Class ADaniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings ...Self$1M–$5MSame band
Monte Vista Opportunity Fund I LPFundDaniel Goldman 1997 TrustSelf$1M–$5MSame band
Patient Square Equity Partners Access LLCFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$1M–$5M▲ $500K–$1M
REDBIRD CAPITAL PARTNERS IV ACFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$1M–$5M▲ $500K–$1M
Stepstone VC Opportunities VI, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
Tiger Global Crossover Access LLCFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$1M–$5MSame band
UNICORN PARTNERS FUND III, LPFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LPFundDaniel Goldman Grandchildren 1986 Trust ⇒ Investment Advi...Self$1M–$5M▲ $250K–$500K
WAVE EQUITY FUND II LPFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1M–$5MSame band
12 West Capital Fund LPFundDaniel Goldman 12/9/2011 TrustSelf$500K–$1MSame band
BBR Absolute Return Long Duration III, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$500K–$1MSame band
BBR Absolute Return Long Duration IV, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$500K–$1MSame band
BBR Private Investment Fund-Series I, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$500K–$1MSame band
BBR Private Investment Fund-Series L, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$500K–$1MSame band
BBR Real Assets Fund VII, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$500K–$1MSame band
DOVER STREET X LLCFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$500K–$1MSame band
FGTXXFinancial Square Government Fund FST SharesFundDaniel Goldman Grandchildren 1986 Trust ⇒ MPSelf$500K–$1M▲ $100K–$250K
Jottshots!FundDaniel Goldman 12/9/2011 TrustSelf$500K–$1MSame band
STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$500K–$1MSame band
BBR ALO Fund, LLCFundTrust #4 ⇒ Schwab BrokerageChild$250K–$500KSame band
BBR Real Assets Fund II, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$250K–$500K▼ $1M–$5M
BBR Real Assets Fund III, LPFundDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$250K–$500K▼ $1M–$5M
CHARLES RIVER REALTY FUND II L PFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$250K–$500KSame band
Cypress Point Technology Fund LPFundDaniel Goldman 12/9/2011 TrustSelf$250K–$500K▲ $100K–$250K
FGTXXFinancial Square Government Fund FST SharesFundDaniel Goldman Grandchildren 1986 Trust ⇒ Master IncomeSelf$250K–$500K▲ $100K–$250K
SPYSPDR S&P 500FundTrust #4 ⇒ Schwab BrokerageChild$250K–$500KSame band
BBR ALO Fund, LLCFundTrust #1 ⇒ Schwab BrokerageChild$100K–$250K▼ $250K–$500K
BBR ALO Fund, LLCFundTrust #3 ⇒ Schwab BrokerageChild$100K–$250K▼ $250K–$500K
GOLDMAN SACHS BANK USA DEPOSITCashDaniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒...Self$100K–$250K▼ $500K–$1M
Monte Vista Real Estate Fund I LLCFundDaniel Goldman 1997 TrustSelf$100K–$250KSame band
SPYSPDR S&P 500FundTrust #1 ⇒ Schwab BrokerageChild$100K–$250K▼ $250K–$500K
SPYSPDR S&P 500FundTrust #3 ⇒ Schwab BrokerageChild$100K–$250K▼ $250K–$500K
VTTHXVanguard Target Retirement 2035 FundFundFidelity - Winston & Strawn LLP - 401kSpouse$100K–$250KSame band
BBR ALO Fund, LLCFundTrust #2 ⇒ Schwab BrokerageChild$50K–$100K▼ $250K–$500K
MSAQXMorgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundTrust #4 ⇒ Schwab BrokerageChild$50K–$100KSame band
SPYSPDR S&P 500FundTrust #2 ⇒ Schwab BrokerageChild$50K–$100K▼ $250K–$500K
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundTrust #4 ⇒ Schwab BrokerageChild$15K–$50KSame band
CCitigroup, Inc.E*Trade (Morgan Stanley) - BrokerageSpouse$15K–$50K▲ $1K–$15K
FJPNXFidelity Japan FundFundTrust #3 ⇒ Schwab BrokerageChild$15K–$50K▲ $1K–$15K
FGTXXFinancial Square Government Fund FST SharesFundDaniel Goldman 1997 TrustSelf$15K–$50K▼ $100K–$250K
Goldman Sachs - CashCashDaniel Goldman Grandchildren 1986 Trust ⇒ Master IncomeSelf$15K–$50KSame band
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLCFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$15K–$50K▲ $1K–$15K
LUXOR CAPITAL PARTNERS, LPFundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$15K–$50KSame band
METAMeta Platforms, Inc. - Class AE*Trade (Morgan Stanley) - BrokerageSpouse$15K–$50KSame band
Morgan Stanley Bank NACashE*Trade (Morgan Stanley) - BrokerageSpouse$15K–$50KSame band
MSAQXMorgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundTrust #1 ⇒ Schwab BrokerageChild$15K–$50K▼ $50K–$100K
MSAQXMorgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundTrust #2 ⇒ Schwab BrokerageChild$15K–$50K▼ $50K–$100K
MSAQXMorgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundTrust #3 ⇒ Schwab BrokerageChild$15K–$50K▼ $50K–$100K
Presidio NCD III LPFundDaniel Goldman 1997 TrustSelf$15K–$50KSame band
Presidio Northgate PEP II LPFundDaniel Goldman 1997 TrustSelf$15K–$50KSame band
Stevenson Street H.I.G. II LPFundDaniel Goldman 1997 TrustSelf$15K–$50K▼ $50K–$100K
TTTrane Technologies plcE*Trade (Morgan Stanley) - BrokerageSpouse$15K–$50KSame band
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundTrust #4 ⇒ Schwab BrokerageChild$15K–$50KSame band
VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral ShsFundTrust #4 ⇒ Schwab BrokerageChild$15K–$50KSame band
AMGAffiliated Managers Group, Inc.E*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
ALLEAllegion plc Ordinary SharesE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
AIGAmerican International Group, Inc. NewE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KNew
AVTRAvantor, Inc.Daniel Goldman 1997 TrustSelf$1K–$15K▼ $15K–$50K
BACBank of America CorporationE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundTrust #1 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundTrust #2 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundTrust #3 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
ETEnergy Transfer LP Common UnitsE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
FJPNXFidelity Japan FundFundTrust #1 ⇒ Schwab BrokerageChild$1K–$15KSame band
FJPNXFidelity Japan FundFundTrust #2 ⇒ Schwab BrokerageChild$1K–$15KSame band
FJPNXFidelity Japan FundFundTrust #4 ⇒ Schwab BrokerageChild$1K–$15KSame band
Goldman Sachs Bank USA DepositCashDaniel Goldman 12/9/2011 TrustSelf$1K–$15K▼ $500K–$1M
HIGHVISTA INTERNATIONAL PARTNERS, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1K–$15K▼ $15K–$50K
HIGHVISTA PRIVATE EQUITY III, L.P.FundDaniel Goldman Grandchildren 1986 Trust ⇒ TR HoldingsSelf$1K–$15KSame band
IRIngersoll Rand Inc.E*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
MDLZMondelez International, Inc. - Class AE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
MSMorgan StanleyE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
Northern Trust - Money MarketCashDaniel Goldman 1997 TrustSelf$1K–$15KNew
Schwab-CashCashTrust #1 ⇒ Schwab BrokerageChild$1K–$15KSame band
Schwab-CashCashTrust #2 ⇒ Schwab BrokerageChild$1K–$15KSame band
Schwab-CashCashTrust #3 ⇒ Schwab BrokerageChild$1K–$15KSame band
Schwab-CashCashTrust #4 ⇒ Schwab BrokerageChild$1K–$15KSame band
TBLATaboola.com Ltd. - Ordinary SharesDaniel Goldman 1997 TrustSelf$1K–$15KNew
ABWAXThe AB Portfolios - AB Balanced Wealth Strategy - Class AFundJPM IRASpouse$1K–$15KSame band
HSYThe Hershey CompanyE*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundTrust #1 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundTrust #2 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundTrust #3 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral ShsFundTrust #1 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral ShsFundTrust #2 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral ShsFundTrust #3 ⇒ Schwab BrokerageChild$1K–$15K▼ $15K–$50K
WMTWalmart Inc.E*Trade (Morgan Stanley) - BrokerageSpouse$1K–$15KSame band
Schwab - Money Market FundCashDaniel Goldman 12/9/2011 TrustSelf$0–$1K▼ $50K–$100K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

GSMTX Goldman Sachs Municipal Income Fund Instituti... $5M–$25M
Artisan: Dynamic Equity (Non-US Equity) [Series] $1M–$5M
SPGI S&P Global Inc. $15K–$50K
Vantagepoint Venture Ptrs IV, LP $1K–$15K
Village Roadshow Entertainment Group $1K–$15K
LAZY Lazydays Holdings, Inc. $0–$1K

Source filings

Every report we read for this page · newest first

Aug 13, 2026 2025 annual report 114 assets View original
Aug 13, 2025 2024 annual report 125 assets View original
Mar 28, 2025 Periodic transaction report 1 trade View original
Aug 13, 2024 2023 annual report 1,682 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.