DateSecurityTypeAmountFiledOwner
2023-06-23California St 5.000% Due 12-01-30 [GS] F S: New S O: Daniel Goldman 1997 Trust > AWD, LLC > Breckinridge Capital Advisors, Inc.Sell$1.0K – $15.0K2023-07-24self
2023-06-21IRIngersoll Rand Inc. (IR) [ST]Sell$1.0K – $15.0K2023-07-24self 2023-06-21FTVFortive Corporation (FTV) [ST] F S: New S O: Daniel Goldman 12/9/2011 Trust > Aperio Group LLCSell$1.0K – $15.0K2023-07-24self 2023-06-20TRIBOROUGH BRDG & TUNL AUTH REV 5% 11/15/28 MN [GS]Buy$250.0K – $500.0K2023-07-24self
2023-06-09TMUST-Mobile US, Inc. (TMUS) [ST] F S: New S O: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACSBuy$1.0K – $15.0K2023-07-24self 2023-05-24WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD [GS]Buy$100.0K – $250.0K2023-06-15self
2023-05-16NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS [GS]Buy$100.0K – $250.0K2023-06-15self
2023-05-11Prosper Tex 5.000% Due 02-15-27 [GS] F S: New S O: Daniel Goldman 1997 Trust > AWD, LLC > Breckinridge Capital Advisors, Inc.Sell$1.0K – $15.0K2023-06-15self
2023-05-11NEW JERSEY (STATE OF) GO 5% 06/01/24 JD [GS]Sell$500.0K – $1.0M2023-06-15self
2023-05-04N Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA JD [GS]Buy$250.0K – $500.0K2023-06-15self
2023-05-03NEW YORK N Y CITY TRANSITIONAL REV 5.0000% 07/15/27 JJ [GS]Buy$250.0K – $500.0K2023-06-15self
2023-04-25SOUTH ORANGE VLG TWP N J GO 4% 01/15/27 [GS]Sell$250.0K – $500.0K2023-05-19self
2023-04-25EWING TWP N J GO 4% 11/15/25 MN [GS]Sell$250.0K – $500.0K2023-05-19self
2023-04-19N J ENV INFRASTRUCTURE TR REV 4% 09/01/27-CA MS [GS]Sell$500.0K – $1.0M2023-05-19self
2023-04-13West Japan Railway Co Unsponsored ADR (WJRYY) [ST]Buy$1.0K – $15.0K2023-05-19self
2023-04-13TELSTRA GROUP LTD SPONSORED ADR CMN (TLGPY) [OT]Buy$1.0K – $15.0K2023-05-19self
2023-04-13SOFTBANK CORP. ADR CMN (SOBKY) [OT] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TLH ADR L: US D: ADR stockBuy$1.0K – $15.0K2023-05-19self
2023-04-13Qantas Airways Ltd (QABSY) [ST] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TLH ADRBuy$1.0K – $15.0K2023-05-19self
2023-04-13NTDOYNintendo Co Ltd ADR (NTDOY) [ST]Buy$15.0K – $50.0K2023-05-19self 2023-04-13MIAMI-DADE CNTY FLA 5% 07-01- 2025 BEO [GS]Sell$1.0K – $15.0K2023-05-19self
2023-04-13DORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO [GS]Buy$250.0K – $500.0K2023-05-19self
2023-04-13Computershare Ltd Sponsored ADR (CMSQY) [ST] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TLH ADRBuy$1.0K – $15.0K2023-05-19self
2023-04-13Central Japan Railway Co Unsponsored ADR (CJPRY) [ST] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TLH ADRBuy$1.0K – $15.0K2023-05-19self
2023-04-12LOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO [GS]Buy$100.0K – $250.0K2023-05-19self
2023-04-11N Y ST DORM AUTH REVS NON ST S REV 5% 10/01/29 AO [GS]Buy$250.0K – $500.0K2023-05-19self
2023-04-11MANSFIELD TWP N J BURLINGTON GO 5% 11/01/28 MN [GS]Sell$250.0K – $500.0K2023-05-19self
2023-04-10ZTSZoetis Inc. Class A (ZTS) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10WTWWillis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TACS R3KSell$1.0K – $15.0K2023-05-19self 2023-04-10WPMWheaton Precious Metals Corp Common Shares (WPM) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10WFCWells Fargo & Company (WFC) [ST]Sell$50.0K – $100.0K2023-05-19self 2023-04-10WWayfair Inc. Class A (W) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10VNOVornado Realty Trust (VNO) [ST] F S: New S O: Daniel Goldman 12/9/2011 Trust > Aperio Group LLCBuy$1.0K – $15.0K2023-05-19self 2023-04-10VTRSViatris Inc. (VTRS) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10VCYTVeracyte, Inc. (VCYT) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10VALValaris Limited Common Shares (VAL) [ST]Buy$1.0K – $15.0K2023-05-19self 2023-04-10UNMUnum Group (UNM) [ST] F S: New S O: Daniel Goldman 12/9/2011 Trust > Aperio Group LLCSell$1.0K – $15.0K2023-05-19self 2023-04-10XUnited States Steel Corporation (X) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10UALUnited Airlines Holdings, Inc. (UAL) [ST] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TACS R3KSell$1.0K – $15.0K2023-05-19self 2023-04-10UALUnited Airlines Holdings, Inc. (UAL) [ST]Buy$1.0K – $15.0K2023-05-19self 2023-04-10UGIUGI Corporation (UGI) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10TFCTruist Financial Corporation (TFC) [ST]Buy$15.0K – $50.0K2023-05-19self 2023-04-10THOThor Industries, Inc. (THO) [ST] F S: New S O: Daniel Goldman 12/9/2011 Trust > Aperio Group LLCSell$1.0K – $15.0K2023-05-19self 2023-04-10KHCThe Kraft Heinz Company (KHC) [ST]Buy$1.0K – $15.0K2023-05-19self 2023-04-10TSLATesla, Inc. (TSLA) [ST]Buy$1.0K – $15.0K2023-05-19self 2023-04-10TEXTerex Corporation (TEX) [ST] F S: New S O: Daniel Goldman 12/9/2011 Trust > Aperio Group LLCBuy$1.0K – $15.0K2023-05-19self 2023-04-10SYYSysco Corporation (SYY) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10SYFSynchrony Financial (SYF) [ST] F S: New S O: Daniel Goldman Grandchildren 1986 Trust > TACS R3KSell$1.0K – $15.0K2023-05-19self 2023-04-10SRSpire Inc. (SR) [ST]Sell$1.0K – $15.0K2023-05-19self 2023-04-10SWXSouthwest Gas Holdings, Inc. Common Stock (SWX) [ST] F S: New S O: Daniel Goldman 12/9/2011 Trust > Aperio Group LLCSell$1.0K – $15.0K2023-05-19self 2023-04-10SLGSL Green Realty Corp (SLG) [ST]Sell$1.0K – $15.0K2023-05-19self