Rep. Daniel Goldman Stock Trades

Hon. Daniel Goldman made numerous stock purchases in July 2023 across multiple trusts, primarily through the Daniel Goldman Grandchildren 1986 Trust and 1997 Trust. Notable large purchases included ASML ($100,001-$250,000), AstraZeneca ($100,001-$250,000), AIA Group ($100,001-$250,000), ABB LTD ($100,001-$250,000), and numerous other international and domestic equities ranging from $1,001 to $250,000, representing a diversified portfolio rebalancing.

Hon. Daniel Goldman conducted extensive portfolio rebalancing on April 10, 2023, executing approximately 150+ transactions across stocks, ETFs, and municipal bonds totaling millions of dollars. Major purchases included Bristol-Myers Squibb ($50,001-$100,000), Crown Castle ($50,001-$100,000), Dollar General ($50,001-$100,000), and Accenture ($50,001-$100,000), while selling positions in CVS Health, AbbVie, and numerous other holdings. Additionally, significant municipal bond purchases were made including Colonie NY GO ($250,001-$500,000), Dorm Auth of NY ($250,001-$500,000), Hempstead NY School District ($250,001-$500,000), and Hoover AL GO ($250,001-$500,000).

Hon. Daniel Goldman executed an extensive portfolio rebalancing in early March 2023, with numerous purchases and sales across domestic and international equities held in multiple trusts. Major transactions included sales of Bristol-Myers Squibb ($100,001-$250,000), Commonwealth Bank of Australia ($100,001-$250,000), and Abbott Laboratories ($50,001-$100,000), alongside purchases of large-cap stocks including Archer-Daniels-Midland, Alexandria Real Estate Equities, and Amazon.com (all $50,001-$100,000 range). The filing shows activity across 150+ securities with notification dated April 3, 2023.

Rep. Daniel Goldman (NY-10) executed numerous transactions on 02/27/2023 across multiple trusts, primarily involving purchases and sales of international ADRs and bonds. Notable transactions included a $1,000,001-$5,000,000 interest rate swap sale, several municipal bond purchases in the $100,001-$500,000 range, and widespread ADR activity across Asian, European, and other international companies in the $1,001-$50,000 range.