Daniel S. Goldman
Rep. (D-NY-10)
Also filed as Daniel Goldman
Disclosed trades
1,242
Purchases
350
Sales
892
Stocks traded
718
Likely still held
56
Latest trade
Feb 11, 2025
Latest filing
Mar 31, 2025
Stocks traded
Most-filed 24 of 718 tickers, with the latest disclosed actionLikely current holdings
18 most recently active of 56Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.
Reported holdings
125 assets listedAs reported in their 2024 annual disclosure, filed Aug 13, 2025.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Other reported assets (105)
- Daniel Goldman 12/9/2011 Trust ⇒ 12 West Capital Fund LP$500,001 - $1,000,000
- Daniel Goldman 12/9/2011 Trust ⇒ 378 Greenwich Restaurant LLCNone
- Daniel Goldman 12/9/2011 Trust ⇒ Cypress Point Technology Fund LP$100,001 - $250,000
- Daniel Goldman 12/9/2011 Trust ⇒ Exchange Place (Equity Only) All Cap LP$1,000,001 - $5,000,000
- Daniel Goldman 12/9/2011 Trust ⇒ Gilder Gagnon Howe & Co, (J.D.)$1,000,001 - $5,000,000
- Daniel Goldman 12/9/2011 Trust ⇒ Goldman Sachs Bank USA Deposit$1,001 - $15,000
- Daniel Goldman 12/9/2011 Trust ⇒ Jottshots!$500,001 - $1,000,000
- Daniel Goldman 12/9/2011 Trust ⇒ Schwab - Money Market Fund$50,001 - $100,000
- Daniel Goldman 12/9/2011 Trust ⇒ WBF Southampton LLCNone
- Daniel Goldman 12/9/2011 Trust ⇒ Wishbone Farm Ventures, LLCNone
- Daniel Goldman 12/9/2011 Trust ⇒ BBR Investments ⇒ BBR Equity Long/Short, QP - ReceivableNone
- Daniel Goldman 12/9/2011 Trust ⇒ BBR Investments ⇒ BBR Fixed Income Opportunities Fund, LPNone
Show 93 more
- Daniel Goldman 1997 Trust ⇒ Financial Square Government Fund FST Shares (FGTXX)$100,001 - $250,000
- Daniel Goldman 1997 Trust ⇒ Lazydays Holdings, Inc. (LAZY)$1 - $1,000
- Daniel Goldman 1997 Trust ⇒ Monte Vista Opportunity Fund I LP$1,000,001 - $5,000,000
- Daniel Goldman 1997 Trust ⇒ Monte Vista Real Estate Fund I LLC$100,001 - $250,000
- Daniel Goldman 1997 Trust ⇒ Presidio NCD III LP$15,001 - $50,000
- Daniel Goldman 1997 Trust ⇒ Presidio Northgate PEP II LP$15,001 - $50,000
- Daniel Goldman 1997 Trust ⇒ Stevenson Street H.I.G. II LP$50,001 - $100,000
- Daniel Goldman 1997 Trust ⇒ Stevenson Street Matpat II, LPNone
- Daniel Goldman 1997 Trust ⇒ Vantagepoint Venture Ptrs IV, LP$1,001 - $15,000
- Daniel Goldman 1997 Trust ⇒ Village Roadshow Entertainment Group$1,001 - $15,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ EXCHANGE PLACE (EQUITY ONLY): ALL CAP LPNone
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP$1,000,001 - $5,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration III, LP$500,001 - $1,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration IV, LP$500,001 - $1,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC$5,000,001 - $25,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP$5,000,001 - $25,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series I, LP$500,001 - $1,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series K, LP$1,000,001 - $5,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series L, LP$500,001 - $1,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund II, LP$250,001 - $500,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund III, LP$250,001 - $500,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund IV, LP$1,000,001 - $5,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VI LP$1,000,001 - $5,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VII, LP$500,001 - $1,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP$1,000,001 - $5,000,000
- Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ GOLDMAN SACHS BANK USA DEPOSIT$500,001 - $1,000,000
- Daniel Goldman 1997 Trust ⇒ Master Principal ⇒ Financial Square Government Fund FST Shares (FGTXX)$1,001 - $15,000
- Daniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR Exchange Place ⇒ Exchange Place (Equity Only): All Cap LPOver $50,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)None
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX)$5,000,001 - $25,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ EXCHANGE PLACE (EQUITY ONLY): CLASS ANone
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Financial Square Government Fund FST Shares (FGTXX)None
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs GQG Partners International Opportunities Fund Class P Shares (GGIPX)$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX)$5,000,001 - $25,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX)$5,000,001 - $25,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Short-Term Conservative Income Fund Institutional Class (GPPIX)None
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Patient Square Equity Partners Access LLC$500,001 - $1,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ REDBIRD CAPITAL PARTNERS IV AC$500,001 - $1,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Tiger Global Crossover Access LLC$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP$250,001 - $500,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Financial Square Government Fund FST Shares (FGTXX)$100,001 - $250,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Goldman Sachs - Cash$15,001 - $50,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ Financial Square Government Fund FST Shares (FGTXX)$15,001 - $50,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series]$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ BELGARD CAPITAL FUND LLC CLASS II$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CHARLES RIVER REALTY FUND II L P$250,001 - $500,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ DOVER STREET X LLC$500,001 - $1,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA INTERNATIONAL PARTNERS, L.P.$15,001 - $50,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY III, L.P.$1,001 - $15,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY VIII, L.P.$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL IX, L.P.$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL VIII, L.P.$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL X, L.P.$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL XII, LP$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC$1,001 - $15,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXOR CAPITAL PARTNERS, LP$15,001 - $50,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P.$500,001 - $1,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ Stepstone VC Opportunities VI, L.P.$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ UNICORN PARTNERS FUND III, LP$1,000,001 - $5,000,000
- Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ WAVE EQUITY FUND II LP$1,000,001 - $5,000,000
- E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley Bank NASpouse$15,001 - $50,000
- Fidelity - Winston & Strawn LLP - 401k ⇒ Vanguard Target Retirement 2035 Fund (VTTHX)Spouse$100,001 - $250,000
- JPM IRA ⇒ The AB Portfolios - AB Balanced Wealth Strategy - Class A (ABWAX)Spouse$1,001 - $15,000
- Trust #1 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLCDependent child$50,001 - $100,000
- Trust #1 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)Dependent child$1,001 - $15,000
- Trust #1 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX)Dependent child$1,001 - $15,000
- Trust #1 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)Dependent child$15,001 - $50,000
- Trust #1 ⇒ Schwab Brokerage ⇒ Schwab-CashDependent child$1,001 - $15,000
- Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)Dependent child$1,001 - $15,000
- Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX)Dependent child$1,001 - $15,000
- Trust #2 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLCDependent child$50,001 - $100,000
- Trust #2 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)Dependent child$1,001 - $15,000
- Trust #2 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX)Dependent child$1,001 - $15,000
- Trust #2 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)Dependent child$15,001 - $50,000
- Trust #2 ⇒ Schwab Brokerage ⇒ Schwab-CashDependent child$1,001 - $15,000
- Trust #2 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)Dependent child$1,001 - $15,000
- Trust #2 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX)Dependent child$1,001 - $15,000
- Trust #3 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLCDependent child$100,001 - $250,000
- Trust #3 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)Dependent child$1,001 - $15,000
- Trust #3 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX)Dependent child$1,001 - $15,000
- Trust #3 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)Dependent child$15,001 - $50,000
- Trust #3 ⇒ Schwab Brokerage ⇒ Schwab-CashDependent child$1,001 - $15,000
- Trust #3 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)Dependent child$1,001 - $15,000
- Trust #3 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX)Dependent child$1,001 - $15,000
- Trust #4 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLCDependent child$250,001 - $500,000
- Trust #4 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)Dependent child$15,001 - $50,000
- Trust #4 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX)Dependent child$1,001 - $15,000
- Trust #4 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)Dependent child$50,001 - $100,000
- Trust #4 ⇒ Schwab Brokerage ⇒ Schwab-CashDependent child$1,001 - $15,000
- Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)Dependent child$15,001 - $50,000
- Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX)Dependent child$15,001 - $50,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.