Daniel S. Goldman
U.S. Representative, New York district 10 (NY10)
Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10075172.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075172.
As of August 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| DFSPX | Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX) MF | Member | $5,000,001 - $25,000,000 | p. 4 |
| GSDUX | Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX) MF | Member | $5,000,001 - $25,000,000 | p. 4 |
| LEVI | Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) ST | Member | $1,000,001 - $5,000,000 | p. 4 |
| GGIPX | Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs GQG Partners International Opportunities Fund Class P Shares (GGIPX) MF | Member | $1,000,001 - $5,000,000 | p. 4 |
| FGTXX | Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ Financial Square Government Fund FST Shares (FGTXX) MF | Member | $500,001 - $1,000,000 | p. 5 |
| FGTXX | Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Financial Square Government Fund FST Shares (FGTXX) MF | Member | $250,001 - $500,000 | p. 5 |
| SPY | Trust #4 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) EF | Dependent child | $250,001 - $500,000 | p. 10 |
| VTTHX | Fidelity - Winston & Strawn LLP - 401k ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) MF | Spouse | $100,001 - $250,000 | p. 8 |
| SPY | Trust #1 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) EF | Dependent child | $100,001 - $250,000 | p. 8 |
| SPY | Trust #3 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) EF | Dependent child | $100,001 - $250,000 | p. 10 |
| SPY | Trust #2 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) EF | Dependent child | $50,001 - $100,000 | p. 9 |
| MSAQX | Trust #4 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) MF | Dependent child | $50,001 - $100,000 | p. 10 |
| FGTXX | Daniel Goldman 1997 Trust ⇒ Financial Square Government Fund FST Shares (FGTXX) MF | Member | $15,001 - $50,000 | p. 2 |
| C | E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) ST | Spouse | $15,001 - $50,000 | p. 7 |
| META | E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. - Class A (META) ST | Spouse | $15,001 - $50,000 | p. 7 |
| TT | E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies plc (TT) ST | Spouse | $15,001 - $50,000 | p. 8 |
| MSAQX | Trust #1 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) MF | Dependent child | $15,001 - $50,000 | p. 8 |
| MSAQX | Trust #2 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) MF | Dependent child | $15,001 - $50,000 | p. 9 |
| FJPNX | Trust #3 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) MF | Dependent child | $15,001 - $50,000 | p. 9 |
| MSAQX | Trust #3 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) MF | Dependent child | $15,001 - $50,000 | p. 9 |
| BSIIX | Trust #4 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Dependent child | $15,001 - $50,000 | p. 10 |
| VWIUX | Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Dependent child | $15,001 - $50,000 | p. 10 |
| VMLUX | Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) MF | Dependent child | $15,001 - $50,000 | p. 10 |
| AVTR | Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) ST | Member | $1,001 - $15,000 | p. 1 |
| TBLA | Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) ST | Member | $1,001 - $15,000 | p. 2 |
| AMG | E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) ST | Spouse | $1,001 - $15,000 | p. 7 |
| ALLE | E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary Shares (ALLE) ST | Spouse | $1,001 - $15,000 | p. 7 |
| AIG | E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) ST | Spouse | $1,001 - $15,000 | p. 7 |
| BAC | E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) ST | Spouse | $1,001 - $15,000 | p. 7 |
| ET | E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) ST | Spouse | $1,001 - $15,000 | p. 7 |
| IR | E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. (IR) ST | Spouse | $1,001 - $15,000 | p. 7 |
| MDLZ | E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) ST | Spouse | $1,001 - $15,000 | p. 7 |
| MS | E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) ST | Spouse | $1,001 - $15,000 | p. 7 |
| HSY | E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company (HSY) ST | Spouse | $1,001 - $15,000 | p. 7 |
| WMT | E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) ST | Spouse | $1,001 - $15,000 | p. 8 |
| ABWAX | JPM IRA ⇒ The AB Portfolios - AB Balanced Wealth Strategy - Class A (ABWAX) MF | Spouse | $1,001 - $15,000 | p. 8 |
| BSIIX | Trust #1 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Dependent child | $1,001 - $15,000 | p. 8 |
| FJPNX | Trust #1 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) MF | Dependent child | $1,001 - $15,000 | p. 8 |
| VWIUX | Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Dependent child | $1,001 - $15,000 | p. 8 |
| VMLUX | Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) MF | Dependent child | $1,001 - $15,000 | p. 8 |
| BSIIX | Trust #2 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Dependent child | $1,001 - $15,000 | p. 9 |
| FJPNX | Trust #2 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) MF | Dependent child | $1,001 - $15,000 | p. 9 |
| VWIUX | Trust #2 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Dependent child | $1,001 - $15,000 | p. 9 |
| VMLUX | Trust #2 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) MF | Dependent child | $1,001 - $15,000 | p. 9 |
| BSIIX | Trust #3 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Dependent child | $1,001 - $15,000 | p. 9 |
| VWIUX | Trust #3 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Dependent child | $1,001 - $15,000 | p. 10 |
| VMLUX | Trust #3 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) MF | Dependent child | $1,001 - $15,000 | p. 10 |
| FJPNX | Trust #4 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) MF | Dependent child | $1,001 - $15,000 | p. 10 |
| none | Daniel Goldman 1997 Trust ⇒ Village Roadshow Entertainment Group PS | Member | None | p. 2 |
| SPGI | Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ S&P Global Inc. (SPGI) ST | Member | None | p. 4 |
| GSMTX | Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX) MF | Member | None | p. 4 |
63 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Member | S | February 11, 2025 | $15,001 - $50,000 | March 28, 2025 filing 20027916, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 13, 2026 Annual report (FD Original) (2025), filing 10075172 itemised above
- April 6, 2026 Extension request (2025), filing 30026864
- August 13, 2025 Annual report (FD Original) (2024), filing 10066119
- May 14, 2025 Extension request (2024), filing 30023756
- March 28, 2025 Periodic transaction report (2025), filing 20027916 itemised above
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