Daniel S. Goldman (D-NY-10), a current Democratic member of the House, has disclosed 1,307 trades since 2023: 382 purchases worth about $16.25M and 925 sales worth about $43.55M, in 716 stocks. Most traded: KO, TSLA, ABBV. As a portfolio, their stock holdings and trades returned +36.1% from Jan 2023, against +89.1% for the S&P 500. Trades took a median 34 days to be disclosed; 32 came late.
Daniel S. Goldman’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2023: +36.1%, against +89.1% for SPY; the largest fall on the way was -42.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Nov 2025 | +14.7% | +10.1% | +4.6% | – | -25.2% | 0.59 | 1.13 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Nov 2023 | +44.5% | +72.6% | -28.2% | +13.1% | -42.0% | 0.54 | 1.26 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Jan 2023 | +36.1% | +89.1% | -53.0% | +8.5% | -42.0% | 0.42 | 1.23 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Jan 2026 | +10.3% | +10.1% | +0.2% | – | -25.2% | 0.52 | 1.10 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Jan 2023 | +36.1% | +89.1% | -53.0% | +8.5% | -42.0% | 0.42 | 1.23 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TTTrane Technologies plc | Industrials | $28.12K | 0.9% | -13.5% | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 10, 2023 |
| ALLEAllegion plc | Industrials | $9.22K | 0.3% | +15.2% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 10, 2023 |
| AVTRAvantor, Inc. | Industrials | $9.01K | 0.3% | +12.6% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 12, 2023 |
| AIGAmerican International Group, Inc. | Financial Services | $8.67K | 0.3% | +8.4% | 3 | 1 | 2 | $8.00K | $40.50K | -55.4% | Apr 10, 2023 |
| MDLZMondelez International, Inc. | Consumer Staples | $8.36K | 0.3% | +4.5% | 3 | 2 | 1 | $107.50K | $175.00K | -86.6% | Apr 10, 2023 |
| BACBank Of America Corp /De/ | Financial Services | $6.19K | 0.2% | -22.7% | 2 | 0 | 2 | $0.00 | $40.50K | – | Apr 10, 2023 |
| MUNI | – | Closed | – | – | 2 | 1 | 1 | $175.00K | $375.00K | – | Jan 17, 2023 |
| NVONovo Nordisk A S | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $550.00K | – | Jul 12, 2023 |
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 6 | 5 | 1 | $280.50K | $175.00K | +26.3% | Apr 10, 2023 |
| NSRGYNestle SA Sponsored ADR representing Registered Shares Series B | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $375.00K | – | Jul 10, 2023 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 4 | 1 | 3 | $75.00K | $215.50K | -93.9% | Jul 12, 2023 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 4 | 2 | 2 | $83.00K | $183.00K | -15.0% | Jul 14, 2023 |
| LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $250.00K | – | Jul 12, 2023 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 4 | 2 | 2 | $40.50K | $207.50K | -72.2% | Jul 12, 2023 |
| CCICrown Castle Inc. | Real Estate | Closed | – | – | 3 | 1 | 2 | $75.00K | $150.00K | -118.7% | Jul 12, 2023 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. Common Stock | Self | Sell | $15K–$50K | Feb 11, 2025 | Mar 28, 2025 | 45d | -7.1% | -31.4% | |
| SIGCYSIG GROUP AG UNSP/ADR | Self | Sell | $1K–$15K | Aug 3, 2023 | Sep 17, 2023 | 45d | – | – | |
| WTKWYWolters Kluwer N V Ord American Depositary Shares | Self | Sell | $1K–$15K | Aug 3, 2023 | Sep 17, 2023 | 45d | – | – | |
| MMM3M Company | Self | Sell | $15K–$50K | Jul 12, 2023 | Aug 13, 2023 | 32d | +110.0% | +41.4% | |
| ATEYYADVANTEST CORP SP/ADR | Self | Sell | $15K–$50K | Jul 10, 2023 | Aug 13, 2023 | 34d | +534.5% | +463.4% | |
| COINCoinbase Global, Inc. - Class A | Self | Sell | $1K–$15K | Jul 14, 2023 | Aug 13, 2023 | 30d | +30.9% | -36.5% | |
| COLONIE N Y GO 4% 03/08/24 MS BD ANTIC NTS 2023 B UT BEOBond | Self | Sell | $250K–$500K | Jul 11, 2023 | Aug 13, 2023 | 33d | – | – | |
| CLPBYColoplast AS Unsponsored ADR | Self | Sell | $1K–$15K | Jul 10, 2023 | Aug 13, 2023 | 34d | – | – | |
| CRZBYCommerzbank Junge Shs American Depositary Shares | Self | Sell | $15K–$50K | Jul 10, 2023 | Aug 13, 2023 | 34d | – | – | |
| CMWAYCommonwealth Bank Of Australia Sponsored ADR | Self | Sell | $15K–$50K | Jul 10, 2023 | Aug 13, 2023 | 34d | – | – | |
| CBUCommunity Bank System, Inc. | Self | Sell | $15K–$50K | Jul 12, 2023 | Aug 13, 2023 | 32d | +44.5% | -24.1% | |
| CODGFCompagnie de Saint Gobain Unsponsored ADR (CODYY) | Self | Sell | $1K–$15K | Jul 10, 2023 | Aug 13, 2023 | 34d | – | – | |
| CMPGYCompass Group Plc American Depositary Shares | Self | Sell | $1K–$15K | Jul 10, 2023 | Aug 13, 2023 | 34d | – | – | |
| CMSQYComputershare Ltd Sponsored ADR | Self | Sell | $1K–$15K | Jul 10, 2023 | Aug 13, 2023 | 34d | – | – | |
| CAGConAgra Brands, Inc. | Self | Sell | $1K–$15K | Jul 12, 2023 | Aug 13, 2023 | 32d | -55.2% | -123.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Daniel S. Goldman (D-NY-10), a current Democratic member of the House, has disclosed 1,307 trades since 2023: 382 purchases worth about $16.25M and 925 sales worth about $43.55M, in 716 stocks. Most traded: KO, TSLA, ABBV. As a portfolio, their stock holdings and trades returned +36.1% from Jan 2023, against +89.1% for the S&P 500. Trades took a median 34 days to be disclosed; 32 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Daniel S. Goldman still holds 6 stocks; the largest are TT (about $28.12K), ALLE (about $9.22K), AVTR (about $9.01K), AIG (about $8.67K), MDLZ (about $8.36K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +36.1% from January 2023 to November 2026, against +89.1% for the S&P 500, with a largest fall of -42.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 34 days to be disclosed. 32 of 1,307 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.