Daniel Goldman
DHouse · NY-10
STOCK Act filings · simulated, not advice.
annual holdings (4)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 02/27/2023 → 11/03/2026.
Simulated portfolio
+18.1%
SPY
+98.8%
vs SPY
-80.8%
Simulated portfolioSPYBuySell
Trades
1307
Last traded
02/11/2025
Disclosed (est.)
$59.1M
File lag
34 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
SPGI S&P Global Inc. Common Stock (SPGI) | Sale Owner: Self | $15,001 - $50,000 | 02/11/2025 | 03/28/2025 | +7.6% vs SPY +34.6% | +1.8% vs SPY +38.9% | 20027916 |
WTKWY Wolters Kluwer N V Ord American Depositary Shares (WTKWY) | Sale Owner: Self | $1,001 - $15,000 | 08/03/2023 | 09/17/2023 | +15.7% vs SPY +90.6% | +18.7% vs SPY +95.0% | 20023677 |
SIGCY SIG GROUP AG UNSP/ADR (SIGCY) | Sale Owner: Self | $1,001 - $15,000 | 08/03/2023 | 09/17/2023 | +8.6% vs SPY +48.5% | +8.6% vs SPY +48.5% | 20023677 |
NOC Northrop Grumman Corporation (NOC) | Sale Owner: Self | $15,001 - $50,000 | 07/19/2023 | 08/13/2023 | -31.4% vs SPY +41.1% | -35.3% vs SPY +39.9% | 20023404 |
COIN Coinbase Global, Inc. - Class A (COIN) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -38.1% vs SPY +36.6% | -80.0% vs SPY -4.8% | 20023404 |
KO Coca-Cola Company (KO) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -71.0% vs SPY +3.7% | -71.1% vs SPY +4.1% | 20023404 |
ZTS Zoetis Inc. Class A (ZTS) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | +49.3% vs SPY +124.0% | +54.1% vs SPY +129.3% | 20023404 |
VTR Ventas, Inc. (VTR) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -100.0% vs SPY -25.3% | -124.6% vs SPY -49.5% | 20023404 |
TSN Tyson Foods, Inc. (TSN) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -21.9% vs SPY +52.8% | -17.2% vs SPY +57.9% | 20023404 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -16.3% vs SPY +58.4% | -16.4% vs SPY +58.8% | 20023404 |
THO Thor Industries, Inc. (THO) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | +23.2% vs SPY +97.9% | +23.0% vs SPY +98.1% | 20023404 |
T AT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -74.8% vs SPY -0.0% | -77.7% vs SPY -2.5% | 20023404 |
TEL TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -63.4% vs SPY +11.3% | -73.0% vs SPY +2.2% | 20023404 |
PLD ProLogis, Inc. (PLD) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -12.1% vs SPY +62.6% | -15.9% vs SPY +59.2% | 20023404 |
APTV Aptiv PLC Ordinary Shares (APTV) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | +62.8% vs SPY +137.5% | +58.4% vs SPY +133.6% | 20023404 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -134.7% vs SPY -60.0% | -109.6% vs SPY -34.4% | 20023404 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -48.7% vs SPY +26.0% | -46.6% vs SPY +28.6% | 20023404 |
MO Altria Group, Inc. (MO) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -116.0% vs SPY -41.3% | -125.7% vs SPY -50.5% | 20023404 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -82.6% vs SPY -7.9% | -68.3% vs SPY +6.8% | 20023404 |
F Ford Motor Company (F) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | -0.3% vs SPY +74.4% | -21.9% vs SPY +53.3% | 20023404 |
DAR Darling Ingredients Inc. (DAR) | Sale Owner: Self | $1,001 - $15,000 | 07/14/2023 | 08/13/2023 | +15.9% vs SPY +90.6% | +18.6% vs SPY +93.8% | 20023404 |
KO Coca-Cola Company (KO) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -74.1% vs SPY +1.9% | -71.1% vs SPY +4.1% | 20023404 |
CLVT Clarivate Plc Ordinary Shares (CLVT) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +78.8% vs SPY +154.8% | +71.1% vs SPY +146.3% | 20023404 |
CFG Citizens Financial Group, Inc. (CFG) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -163.8% vs SPY -87.8% | -147.5% vs SPY -72.3% | 20023404 |
CIEN Ciena Corporation (CIEN) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -587.2% vs SPY -511.2% | -613.5% vs SPY -538.3% | 20023404 |
CB Chubb Limited (CB) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -99.8% vs SPY -23.9% | -88.6% vs SPY -13.4% | 20023404 |
SCHW Charles Schwab Corporation (SCHW) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -59.9% vs SPY +16.1% | -50.6% vs SPY +24.6% | 20023404 |
CHPT ChargePoint Holdings, Inc. (CHPT) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | +94.0% vs SPY +170.0% | +93.1% vs SPY +168.3% | 20023404 |
CNC Centene Corporation (CNC) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -5.8% vs SPY +70.2% | -0.9% vs SPY +74.2% | 20023404 |
CTRE CareTrust REIT, Inc. (CTRE) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -110.5% vs SPY -34.5% | -110.7% vs SPY -35.5% | 20023404 |
AAP Advance Auto Parts Inc. (AAP) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +27.9% vs SPY +103.9% | +28.5% vs SPY +103.7% | 20023404 |
CADE Cadence Bank (CADE) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | n/a | n/a | 20023404 |
BEPC Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -12.2% vs SPY +63.8% | -23.8% vs SPY +51.4% | 20023404 |
BMY Bristol-Myers Squibb Company (BMY) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -15.3% vs SPY +60.7% | -16.5% vs SPY +58.6% | 20023404 |
BXP Boston Properties, Inc. (BXP) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | -21.9% vs SPY +54.0% | -11.6% vs SPY +63.6% | 20023404 |
BELFB Bel Fuse Inc. - Class B (BELFB) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -333.4% vs SPY -257.4% | -384.9% vs SPY -309.8% | 20023404 |
BGNE BeiGene, Ltd. - American Depositary Shares (BGNE) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | n/a | n/a | 20023404 |
YUMC Yum China Holdings, Inc. (YUMC) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | +15.0% vs SPY +91.0% | +8.7% vs SPY +83.9% | 20023404 |
WPM Wheaton Precious Metals Corp Common Shares (WPM) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | -173.3% vs SPY -97.3% | -172.2% vs SPY -97.1% | 20023404 |
AVTR Avantor, Inc. (AVTR) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +25.1% vs SPY +101.1% | +26.2% vs SPY +101.4% | 20023404 |
WELL Welltower Inc. (WELL) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -223.2% vs SPY -147.2% | -203.4% vs SPY -128.2% | 20023404 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $100,001 - $250,000 | 07/12/2023 | 08/13/2023 | -61.2% vs SPY +14.8% | -67.4% vs SPY +7.8% | 20023404 |
AVB AvalonBay Communities, Inc. (AVB) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20023404 |
UBA Urstadt Biddle Properties Inc. (UBA) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | n/a | n/a | 20023404 |
UE Urban Edge Properties Common Shares of Beneficial Interest (UE) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -40.8% vs SPY +35.2% | -37.6% vs SPY +37.6% | 20023404 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | +4.3% vs SPY +80.3% | +15.4% vs SPY +90.5% | 20023404 |
URI United Rentals, Inc. (URI) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -159.3% vs SPY -83.3% | -147.8% vs SPY -72.6% | 20023404 |
TEAM Atlassian Corporation - Class A (TEAM) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -9.0% vs SPY +67.0% | +4.4% vs SPY +79.6% | 20023404 |
UPS United Parcel Service, Inc. (UPS) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +29.9% vs SPY +105.9% | +26.2% vs SPY +101.3% | 20023404 |
UDR UDR, Inc. (UDR) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +4.5% vs SPY +80.5% | -5.6% vs SPY +69.5% | 20023404 |
USB U.S. Bancorp (USB) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -96.7% vs SPY -20.7% | -78.4% vs SPY -3.2% | 20023404 |
TFC Truist Financial Corporation (TFC) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -76.3% vs SPY -0.3% | -87.3% vs SPY -12.1% | 20023404 |
TRIP TripAdvisor, Inc. (TRIP) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +46.1% vs SPY +122.0% | +40.7% vs SPY +115.9% | 20023404 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -15.3% vs SPY +60.7% | -16.4% vs SPY +58.8% | 20023404 |
T AT&T Inc. (T) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | -67.6% vs SPY +8.4% | -77.7% vs SPY -2.5% | 20023404 |
TMO Thermo Fisher Scientific Inc (TMO) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | -34.2% vs SPY +41.8% | -30.6% vs SPY +44.6% | 20023404 |
KHC The Kraft Heinz Company (KHC) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +18.0% vs SPY +94.0% | +14.4% vs SPY +89.5% | 20023404 |
TFX Teleflex Incorporated (TFX) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | +41.6% vs SPY +117.6% | +36.9% vs SPY +112.0% | 20023404 |
SKT Tanger Factory Outlet Centers, Inc. (SKT) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -84.8% vs SPY -8.8% | -69.9% vs SPY +5.3% | 20023404 |
TNDM Tandem Diabetes Care, Inc. (TNDM) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +40.0% vs SPY +116.0% | +38.8% vs SPY +114.0% | 20023404 |
SYY Sysco Corporation (SYY) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -9.9% vs SPY +66.1% | -14.3% vs SPY +60.8% | 20023404 |
SHO Sunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common Shares (SHO) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -39.8% vs SPY +36.2% | -58.6% vs SPY +16.6% | 20023404 |
INN Summit Hotel Properties, Inc. (INN) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -27.2% vs SPY +48.8% | -45.3% vs SPY +29.8% | 20023404 |
STT State Street Corporation (STT) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -146.1% vs SPY -70.1% | -161.6% vs SPY -86.4% | 20023404 |
SR Spire Inc. (SR) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -59.0% vs SPY +17.0% | -72.4% vs SPY +2.7% | 20023404 |
SGH SMART Global Holdings, Inc. - Ordinary Shares (SGH) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | n/a | n/a | 20023404 |
SLG SL Green Realty Corp (SLG) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | -87.5% vs SPY -11.5% | -74.0% vs SPY +1.1% | 20023404 |
SBGI Sinclair, Inc. - Class A (SBGI) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -24.8% vs SPY +51.1% | -17.6% vs SPY +57.6% | 20023404 |
STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -955.8% vs SPY -879.8% | -859.4% vs SPY -784.3% | 20023404 |
SBAC SBA Communications Corporation - Class A (SBAC) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | +18.9% vs SPY +94.9% | +14.6% vs SPY +89.8% | 20023404 |
BFS Saul Centers, Inc. (BFS) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +6.8% vs SPY +82.7% | +6.8% vs SPY +82.0% | 20023404 |
IOT Samsara Inc. Class A (IOT) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -49.9% vs SPY +26.1% | -70.4% vs SPY +4.7% | 20023404 |
RTX RTX Corporation (RTX) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | -125.0% vs SPY -49.1% | -152.1% vs SPY -76.9% | 20023404 |
ANET Arista Networks, Inc. (ANET) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -314.3% vs SPY -238.3% | -281.6% vs SPY -206.4% | 20023404 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Self | $50,001 - $100,000 | 07/12/2023 | 08/13/2023 | -139.1% vs SPY -63.1% | -109.6% vs SPY -34.4% | 20023404 |
RLJ RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value (RLJ) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -45.9% vs SPY +30.1% | -56.4% vs SPY +18.8% | 20023404 |
ROIC Retail Opportunity Investments Corp. (ROIC) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2023 | 08/13/2023 | n/a | n/a | 20023404 |
RLAY Relay Therapeutics, Inc. (RLAY) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -34.5% vs SPY +41.5% | -56.4% vs SPY +18.8% | 20023404 |
RWT Redwood Trust, Inc. (RWT) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | +28.8% vs SPY +104.8% | +40.9% vs SPY +116.1% | 20023404 |
RBA RB Global, Inc. (RBA) | Sale Owner: Self | $1,001 - $15,000 | 07/12/2023 | 08/13/2023 | -60.0% vs SPY +16.0% | -66.0% vs SPY +9.1% | 20023404 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.