Transactions
1265
Total transactions associated with this filer
Disclosed purchases
379
$0 – $0
Average modeled return
+55.8%
263 modeled purchases
Average vs. S&P 500
-34.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR NVIDIA Corporation (NVDA) | Mar 1, 2023 | Sep 21, 2026 | +902.4% | +105.3% | +797.1% |
| NVDA | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K NVIDIA Corporation (NVDA) | Apr 10, 2023 | Sep 21, 2026 | +724.8% | +97.1% | +627.8% |
| AFRM | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Affirm Holdings, Inc. - Class A (AFRM) | Apr 10, 2023 | Oct 6, 2025 | +581.6% | +64.7% | +516.8% |
| EBKDY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Erste Group Bank AG Sponsored ADR (EBKDY) | Mar 31, 2023 | Sep 18, 2026 | +394.9% | +88.9% | +306.0% |
| CRZBY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Commerzbank Junge Shs American Depositary Shares (CRZBY) | Mar 31, 2023 | Sep 18, 2026 | +389.5% | +88.9% | +300.6% |
| INTC | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Intel Corporation (INTC) | Jan 31, 2023 | Sep 21, 2026 | +349.9% | +99.4% | +250.5% |
| CRZBY | F S : New S O : Daniel Goldman 1997 Trust > AWD, LLC > Breckinridge Capital Advisors, Inc. Commerzbank Junge Shs American Depositary Shares (CRZBY) | Feb 27, 2023 | Sep 18, 2026 | +338.9% | +88.9% | +250.0% |
| SAN | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Banco Santander, S.A. Sponsored ADR (SAN) | Mar 31, 2023 | Sep 21, 2026 | +342.8% | +97.2% | +245.6% |
| SFTBY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Softbank Corp Unsponsored ADR (SFTBY) | Mar 31, 2023 | Sep 18, 2026 | +316.7% | +88.9% | +227.9% |
| MFG | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Mizuho Financial Group, Inc. Sponosred ADR (MFG) | Mar 31, 2023 | Sep 21, 2026 | +316.3% | +97.2% | +219.1% |
| ING | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K ING Group, N.V. (ING) | Mar 31, 2023 | Sep 21, 2026 | +290.9% | +97.2% | +193.8% |
| LLY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Eli Lilly and Company (LLY) | Mar 7, 2023 | Sep 21, 2026 | +284.7% | +103.5% | +181.3% |
| NWG | F S : New S O : Daniel Goldman 12/9/2011 Trust > Aperio Group LLC NatWest Group plc American Depositary Shares, (NWG) | Mar 31, 2023 | Sep 18, 2026 | +253.6% | +88.9% | +164.8% |
| SMFG | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (SMFG) | Mar 31, 2023 | Sep 21, 2026 | +249.8% | +97.2% | +152.7% |
| LLY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Eli Lilly and Company (LLY) | Jan 31, 2023 | Sep 21, 2026 | +248.4% | +99.4% | +149.0% |
| HSBC | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR HSBC Holdings, plc. (HSBC) | Feb 27, 2023 | Sep 21, 2026 | +251.4% | +103.7% | +147.6% |
| SWDBY | F S : New S O : Daniel Goldman 12/9/2011 Trust > Aperio Group LLC Swedbank AB Sponsored ADR (SWDBY) | Mar 31, 2023 | Sep 18, 2026 | +220.5% | +88.9% | +131.7% |
| MSADY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K MS&AD Insurance Group Holdings, Inc. Unsponsored ADR (MSADY) | Jan 13, 2023 | Sep 18, 2026 | +220.4% | +88.9% | +131.6% |
| NTRA | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > MUNI ESG Natera, Inc. (NTRA) | Mar 6, 2023 | Apr 10, 2025 | +152.6% | +27.9% | +124.6% |
| LUMN | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > MUNI ESG Lumen Technologies, Inc. (LUMN) | Apr 10, 2023 | Dec 12, 2024 | +161.2% | +46.5% | +114.8% |
| LYG | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Lloyds Banking Group Plc American Depositary Shares (LYG) | Mar 31, 2023 | Sep 21, 2026 | +207.5% | +97.2% | +110.3% |
| UCBJY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR UCB Unsponsored ADR (UCBJY) | Feb 27, 2023 | Sep 18, 2026 | +186.1% | +88.9% | +97.2% |
| MS | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > MUNI ESG NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS | May 16, 2023 | Sep 21, 2026 | +178.3% | +96.8% | +81.5% |
| VNO | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Vornado Realty Trust (VNO) | Apr 10, 2023 | Dec 7, 2023 | +82.3% | +9.6% | +72.7% |
| MS | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR N Y ST ENV FACS CORP REV 5% 09/15/28-CA MS | Mar 28, 2023 | Sep 21, 2026 | +170.7% | +104.1% | +66.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 51 · 1265 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPGI | S&P Global Inc. Common Stock (SPGI) | Feb 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| WTKWY | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > MP D : Transferred from Daniel Goldman Grandchildren 1986 Trust TLH ADR Wolters Kluwer N V Ord American Depositary Shares (WTKWY) | Aug 3, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| SIGCY | SIG GROUP AG UNSP/ADR (SIGCY) | Aug 3, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| NOC | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Northrop Grumman Corporation (NOC) | Jul 19, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| TMUS | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR T-Mobile US, Inc. (TMUS) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Zoetis Inc. Class A (ZTS) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| VTR | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Ventas, Inc. (VTR) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLD | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K ProLogis, Inc. (PLD) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| TEL | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR AT&T Inc. (T) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| KO | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Coca-Cola Company (KO) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR AbbVie Inc. (ABBV) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| DAR | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Darling Ingredients Inc. (DAR) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| TSN | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Tyson Foods, Inc. (TSN) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| COIN | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Coinbase Global, Inc. - Class A (COIN) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Ford Motor Company (F) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| APTV | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Aptiv PLC Ordinary Shares (APTV) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Johnson & Johnson (JNJ) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRK | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Merck & Company, Inc. Common Stock (MRK) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| MO | F S : New S O : Daniel Goldman 12/9/2011 Trust > Aperio Group LLC Altria Group, Inc. (MO) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| THO | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Thor Industries, Inc. (THO) | Jul 14, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CADE | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Cadence Bank (CADE) | Jul 12, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADC | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Agree Realty Corporation (ADC) | Jul 12, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAG | F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR ConAgra Brands, Inc. (CAG) | Jul 12, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADM | F S : New S O : Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS Archer-Daniels-Midland Company (ADM) | Jul 12, 2023 | Sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075172 | 114 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.