Daniel S. Goldman
NY-10 Democrat
Disclosed: 2023-03-21
View PTR Filing
90d Post-Disclosure Performance
90d Post-Disclosure Performance
Highlighted trade is currently selected
Asset Transaction Type Transaction Date Volume Page PD Return 90d (%)
American International Group Inc
AIG Financial
SELL 2023-02-27 1K–15K 1 -10.12
AEON Biopharma Inc
AEON Healthcare
BUY 2023-02-27 1K–15K 1 -14.74
APi Group Corporation
APG Industrials
SELL 2023-02-27 1K–15K 1 -19.01
Altria Group Inc
MO Consumer Defensive
BUY 2023-02-03 1K–15K 1 -1.82
Arena Group Holdings Inc
AREN Communication Services
BUY 2023-02-27 1K–15K 2 -29.29
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive
SELL 2023-02-27 1K–15K 2 6.21
ASML Holding NV
ASML Technology
SELL 2023-02-27 1K–15K 2 -12.52
American International Group Inc
AIG Financial
BUY 2023-02-27 15K–50K 2 10.12
AB International Buffer ETF
BUFI Financial
SELL 2023-02-27 1K–15K 2
Berkshire Hathaway Inc
BRK-B Financial
SELL 2023-02-03 1K–15K 2 -11.46
CASI Pharmaceuticals Inc
CASI Healthcare
BUY 2023-02-27 1K–15K 3 52.76
Credit Suisse High Yield Bond Fund
DHY Financial
BUY 2023-02-27 1K–15K 3 12.48
Coca-Cola Co
KO Consumer Defensive
SELL 2023-02-03 1K–15K 3 -2.32
CF Industries Holdings Inc
CF Basic Materials
SELL 2023-02-03 1K–15K 3 3.36
AB International Buffer ETF
BUFI Financial
BUY 2023-02-27 1K–15K 4
Diageo plc ADR
DEO Consumer Defensive
SELL 2023-02-27 50K–100K 4 3.58
Lilly(Eli) & Co
LLY Healthcare
SELL 2023-02-03 1K–15K 4 -36.86
Enphase Energy Inc
ENPH Technology
SELL 2023-02-03 1K–15K 4 17.17
Grifols SA ADR
GRFS Healthcare
BUY 2023-02-27 1K–15K 5 35.33
Telefonaktiebolaget L M Ericsson ADR
ERIC Technology
BUY 2023-02-27 1K–15K 5 0.76
Haleon plc ADR
HLN Healthcare
BUY 2023-02-27 1K–15K 5 0.98
AB International Buffer ETF
BUFI Financial
BUY 2023-02-27 1K–15K 5
HSBC Holdings plc ADR
HSBC Financial
BUY 2023-02-27 1K–15K 6 17.58
Hoya Capital Housing ETF
HOMZ Financial
BUY 2023-02-27 15K–50K 6 12.8
Intercontinental Hotels Group ADR
IHG Consumer Cyclical
BUY 2023-02-27 1K–15K 6 5.43
James Hardie Industries plc
JHX Basic Materials
BUY 2023-02-27 1K–15K 6 33.01
Johnson & Johnson
JNJ Healthcare
BUY 2023-02-03 1K–15K 6 7.46
UBS Group AG
UBS Financial
BUY 2023-02-27 1K–15K 7 -3.33
RMR Group Inc
RMR Real Estate
BUY 2023-02-27 15K–50K 7 -7.13
American International Group Inc
AIG Financial
BUY 2023-02-27 15K–50K 7 10.12
Koninklijke Philips N.V. ADR
PHG Healthcare
BUY 2023-02-27 1K–15K 7 22.53
P3 Health Partners Inc
PIII Healthcare
SELL 2023-02-24 100K–250K 8 -445.45
National Grid Plc ADR
NGG Utilities
BUY 2023-02-27 1K–15K 9 9.81
National Bank Holdings Corp
NBHC Financial
SELL 2023-02-27 15K–50K 9 8.71
Movado Group, Inc
MOV Consumer Cyclical
SELL 2023-02-27 1K–15K 10 14.9
Nomura Holdings Inc. ADR
NMR Financial
SELL 2023-02-27 15K–50K 10 -4.89
Nokia Corp ADR
NOK Technology
BUY 2023-02-27 1K–15K 10 -8.97
Novartis AG ADR
NVS Healthcare
SELL 2023-02-27 15K–50K 10 -20.5
RELX Plc ADR
RELX Industrials
BUY 2023-02-27 15K–50K 11 7.41
Sanofi ADR
SNY Healthcare
SELL 2023-02-27 1K–15K 12 -13.47
Rentokil Initial Plc. ADR
RTO Industrials
SELL 2023-02-27 15K–50K 12 -19.02
Rio Tinto plc ADR
RIO Basic Materials
BUY 2023-02-27 15K–50K 12 -0.08
Taiwan Semiconductor Manufacturing ADR
TSM Technology
SELL 2023-02-27 50K–100K 13 -12.89
Takeda Pharmaceutical Co ADR
TAK Healthcare
BUY 2023-02-27 1K–15K 13 0.09
Comtech Telecommunications Corp
CMTL Technology
SELL 2023-02-27 1K–15K 13 31.91
CF Industries Holdings Inc
CF Basic Materials
BUY 2023-02-27 1K–15K 14 -3.36
Tesla Inc
TSLA Consumer Cyclical
BUY 2023-02-03 15K–50K 14 38.91
Unilever plc ADR
UL Consumer Defensive
BUY 2023-02-27 1K–15K 15 2.81
Vodafone Group plc ADR
VOD Communication Services
BUY 2023-02-27 15K–50K 15 -12.71
Universal Corp
UVV Consumer Defensive
SELL 2023-02-27 1K–15K 15 1.58
Toyota Motor Corporation ADR
TM Consumer Cyclical
SELL 2023-02-27 1K–15K 15 -17.81
Volume
1K–15K
Page
1
Transaction Date
2023-02-27
90d Return
-10.12%
AEON Biopharma Inc
AEON Healthcare BUY
Volume
1K–15K
Page
1
Transaction Date
2023-02-27
90d Return
-14.74%
APi Group Corporation
APG Industrials SELL
Volume
1K–15K
Page
1
Transaction Date
2023-02-27
90d Return
-19.01%
Altria Group Inc
MO Consumer Defensive BUY
Volume
1K–15K
Page
1
Transaction Date
2023-02-03
90d Return
-1.82%
Arena Group Holdings Inc
AREN Communication Services BUY
Volume
1K–15K
Page
2
Transaction Date
2023-02-27
90d Return
-29.29%
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive SELL
Volume
1K–15K
Page
2
Transaction Date
2023-02-27
90d Return
6.21%
ASML Holding NV
ASML Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-02-27
90d Return
-12.52%
Volume
15K–50K
Page
2
Transaction Date
2023-02-27
90d Return
10.12%
AB International Buffer ETF
BUFI Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-02-27
90d Return
Berkshire Hathaway Inc
BRK-B Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-02-03
90d Return
-11.46%
CASI Pharmaceuticals Inc
CASI Healthcare BUY
Volume
1K–15K
Page
3
Transaction Date
2023-02-27
90d Return
52.76%
Volume
1K–15K
Page
3
Transaction Date
2023-02-27
90d Return
12.48%
Coca-Cola Co
KO Consumer Defensive SELL
Volume
1K–15K
Page
3
Transaction Date
2023-02-03
90d Return
-2.32%
CF Industries Holdings Inc
CF Basic Materials SELL
Volume
1K–15K
Page
3
Transaction Date
2023-02-03
90d Return
3.36%
Volume
1K–15K
Page
4
Transaction Date
2023-02-27
90d Return
Diageo plc ADR
DEO Consumer Defensive SELL
Volume
50K–100K
Page
4
Transaction Date
2023-02-27
90d Return
3.58%
Lilly(Eli) & Co
LLY Healthcare SELL
Volume
1K–15K
Page
4
Transaction Date
2023-02-03
90d Return
-36.86%
Enphase Energy Inc
ENPH Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2023-02-03
90d Return
17.17%
Grifols SA ADR
GRFS Healthcare BUY
Volume
1K–15K
Page
5
Transaction Date
2023-02-27
90d Return
35.33%
Volume
1K–15K
Page
5
Transaction Date
2023-02-27
90d Return
0.76%
Haleon plc ADR
HLN Healthcare BUY
Volume
1K–15K
Page
5
Transaction Date
2023-02-27
90d Return
0.98%
Volume
1K–15K
Page
5
Transaction Date
2023-02-27
90d Return
HSBC Holdings plc ADR
HSBC Financial BUY
Volume
1K–15K
Page
6
Transaction Date
2023-02-27
90d Return
17.58%
Hoya Capital Housing ETF
HOMZ Financial BUY
Volume
15K–50K
Page
6
Transaction Date
2023-02-27
90d Return
12.8%
Intercontinental Hotels Group ADR
IHG Consumer Cyclical BUY
Volume
1K–15K
Page
6
Transaction Date
2023-02-27
90d Return
5.43%
James Hardie Industries plc
JHX Basic Materials BUY
Volume
1K–15K
Page
6
Transaction Date
2023-02-27
90d Return
33.01%
Johnson & Johnson
JNJ Healthcare BUY
Volume
1K–15K
Page
6
Transaction Date
2023-02-03
90d Return
7.46%
UBS Group AG
UBS Financial BUY
Volume
1K–15K
Page
7
Transaction Date
2023-02-27
90d Return
-3.33%
RMR Group Inc
RMR Real Estate BUY
Volume
15K–50K
Page
7
Transaction Date
2023-02-27
90d Return
-7.13%
Volume
15K–50K
Page
7
Transaction Date
2023-02-27
90d Return
10.12%
Volume
1K–15K
Page
7
Transaction Date
2023-02-27
90d Return
22.53%
P3 Health Partners Inc
PIII Healthcare SELL
Volume
100K–250K
Page
8
Transaction Date
2023-02-24
90d Return
-445.45%
National Grid Plc ADR
NGG Utilities BUY
Volume
1K–15K
Page
9
Transaction Date
2023-02-27
90d Return
9.81%
Volume
15K–50K
Page
9
Transaction Date
2023-02-27
90d Return
8.71%
Movado Group, Inc
MOV Consumer Cyclical SELL
Volume
1K–15K
Page
10
Transaction Date
2023-02-27
90d Return
14.9%
Nomura Holdings Inc. ADR
NMR Financial SELL
Volume
15K–50K
Page
10
Transaction Date
2023-02-27
90d Return
-4.89%
Nokia Corp ADR
NOK Technology BUY
Volume
1K–15K
Page
10
Transaction Date
2023-02-27
90d Return
-8.97%
Novartis AG ADR
NVS Healthcare SELL
Volume
15K–50K
Page
10
Transaction Date
2023-02-27
90d Return
-20.5%
RELX Plc ADR
RELX Industrials BUY
Volume
15K–50K
Page
11
Transaction Date
2023-02-27
90d Return
7.41%
Sanofi ADR
SNY Healthcare SELL
Volume
1K–15K
Page
12
Transaction Date
2023-02-27
90d Return
-13.47%
Rentokil Initial Plc. ADR
RTO Industrials SELL
Volume
15K–50K
Page
12
Transaction Date
2023-02-27
90d Return
-19.02%
Rio Tinto plc ADR
RIO Basic Materials BUY
Volume
15K–50K
Page
12
Transaction Date
2023-02-27
90d Return
-0.08%
Volume
50K–100K
Page
13
Transaction Date
2023-02-27
90d Return
-12.89%
Volume
1K–15K
Page
13
Transaction Date
2023-02-27
90d Return
0.09%
Volume
1K–15K
Page
13
Transaction Date
2023-02-27
90d Return
31.91%
CF Industries Holdings Inc
CF Basic Materials BUY
Volume
1K–15K
Page
14
Transaction Date
2023-02-27
90d Return
-3.36%
Tesla Inc
TSLA Consumer Cyclical BUY
Volume
15K–50K
Page
14
Transaction Date
2023-02-03
90d Return
38.91%
Unilever plc ADR
UL Consumer Defensive BUY
Volume
1K–15K
Page
15
Transaction Date
2023-02-27
90d Return
2.81%
Vodafone Group plc ADR
VOD Communication Services BUY
Volume
15K–50K
Page
15
Transaction Date
2023-02-27
90d Return
-12.71%
Universal Corp
UVV Consumer Defensive SELL
Volume
1K–15K
Page
15
Transaction Date
2023-02-27
90d Return
1.58%
Toyota Motor Corporation ADR
TM Consumer Cyclical SELL
Volume
1K–15K
Page
15
Transaction Date
2023-02-27
90d Return
-17.81%