Daniel S. Goldman Stock Trades

Daniel S. Goldman Trading Profile | Quantellect Daniel S. Goldman Trading Profile

Daniel S. Goldman's disclosure record covers 1,307 transactions, and the composition of that activity stands out first: 925 sales against 382 purchases, giving the record a clear sales tilt. That imbalance is concentrated in 2023, when 1,306 of the total 1,307 disclosed transactions were recorded across a wide swath of individual securities. Every transaction in the packet carries the SELF attribution code, with no joint, spousal, dependent-child, or unattributed entries recorded.

The most frequently disclosed securities span consumer staples, health care, technology, utilities, and other sectors. The Coca-Cola Company tops the list with seven disclosed transactions, three purchases and four sales, through July 2023, followed by Tesla Inc with six transactions; AbbVie Inc, Altria Group, The Mosaic Company, Merck & Company Inc, Spire Inc, and Zoetis Inc each have five. Rounding out the most-disclosed group are American Tower Corp, Bayer AG PK, Bristol-Myers Squibb Company, Conagra Brands, Central Japan Railway Co, Centene Corp, Diageo PLC ADR, Dollar General Corporation, Dollar Tree Inc, Enphase Energy Inc, Johnson & Johnson, Kraft Heinz Co, Kroger Company, Lumen Technologies Inc, M&T Bank Corporation, Pfizer Inc, Roche Holding Ltd ADR, SBA Communications Corp, SL Green Realty Corp, Shiseido Company Ltd, U.S. Bancorp, Vodafone Group PLC ADR, Verizon Communications Inc, and West Japan Railway Co ADR, each with four disclosed transactions. This transaction-frequency list is broad, mixing household consumer, health care, telecommunications, technology, and real estate names rather than centering on a single sector.

A Sector Footprint Heavy in Health Care, Financials, and Real Estate

Of the transactions where a sector was identified, Health Care leads with 121 disclosed transactions, followed by Financials at 114 and Real Estate at 102. Consumer Staples adds another 84, Information Technology 68, Industrials 60, Consumer Discretionary 47, and Communication Services and Utilities 37 each. Materials and Energy trail at 34 and 7, respectively. A notably large share, 596 transactions, falls under an unclassified "Unknown" sector bucket, which limits how precisely the full sector picture can be drawn. Among the transactions that are classified, however, the pattern points to a diversified spread across defensive and rate-sensitive industries rather than a single dominant theme.

Transactions dated July 14 and July 12, 2023, and disclosed on August 13, 2023, touch names as varied as Ford, Lockheed Martin, RTX, Coinbase, Thermo Fisher Scientific, MercadoLibre, Progressive, and a long list of REITs including Prologis, Ventas, Equity Residential, UDR, Essex Property Trust, and Alexandria Real Estate Equities. The REIT activity alone, spanning residential, diversified, and specialized property types, is one of the more distinctive threads in the disclosed activity from that period.

The most recent disclosed transaction in the record is a sale of S&P Global Inc. (SPGI) shares, transaction dated February 11, 2025, disclosed March 28, 2025, in the $15,001-$50,000 range. S&P Global operates through four segments, Market Intelligence, Ratings, Energy, and S&P Dow Jones Indices, and provides benchmarks, data, analytics, and workflow solutions across capital, energy and commodity, and automotive markets. This single 2025 transaction stands in sharp contrast to the 1,306 transactions recorded in 2023, underscoring how heavily the disclosed history is weighted toward that one year.

Names such as Northrop Grumman, Lockheed Martin, and RTX place part of Goldman's disclosed trading activity within the Industrials sector and the Aerospace & Defense industry. Coinbase Global appears as a sale in the $1,001-$15,000 range on July 14, 2023; the company operates a platform for crypto assets. Financial names such as State Street, U.S. Bancorp, M&T Bank, and Truist Financial add banking, capital-markets, and custody-services businesses to the disclosed activity, while Verizon, AT&T, T-Mobile, and Lumen Technologies represent telecommunications companies classified under Communication Services.

Taken together, Goldman's SELF-attributed disclosed trading activity is broad-based across consumer names, health care, financials, real estate, and industrials, with a heavy sales tilt and one exceptionally active year in 2023 that dwarfs the activity recorded before or since.

Disclosure Notes and Sourcing

This profile is based solely on transactions disclosed under the Stop Trading on Congressional Knowledge Act and filed through the House financial disclosure process described by the House Committee on Ethics, as required under the STOCK Act of 2012. All transactions in this record carry the SELF attribution code, meaning the record attributes them to the member; it contains no joint, spousal, dependent-child, or unattributed entries. Amounts reflect disclosed reporting ranges rather than exact dollar figures, and the figures above describe disclosed transaction activity only. Individual filings can be reviewed through the official House disclosure system, including filings dated August 13, 2023, dated September 17, 2023, and dated March 28, 2025. No Quantellect Score is available for this member as of August 21, 2026.