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Daniel Sundheim

New YorkFinance

AIProfile Summary

Daniel Sundheim (born 1977) is a U.S. finance executive based in New York, with an estimated net worth of ~$3.8B. SEC EDGAR shows he is an insider filer with 34 reported insider filings under his personal CIK 0001621588. His reported insider activity is connected to public companies including Warby Parker (WRBY), Maplebear/Instacart (CART), RH (RH), Expedia Group (EXPE), and Cazoo Group (CZOOF). RTB SEC EDGAR

Business & SEC Activity

SEC EDGAR lists Daniel S. Sundheim as an insider filer, which generally means he reported holdings or transactions in a company’s securities using SEC insider forms. His recent filings include Form 3 (initial statement of beneficial ownership) dated 2023-09-18 and multiple Form 4 filings (reports of changes in ownership) through 2025-05-27. The SEC EDGAR entity record associates his filings with WRBY, CART, RH, EXPE, and CZOOF. SEC EDGAR

Philanthropy

ProPublica nonprofit filings show three foundations associated with the Sundheim name reporting $0 grants paid in tax year 2023. The Sundheim Family Foundation (New York, NY) reported total assets of $83,123,072, total revenue of $11,688,909, and total expenses of $9,228,048, with $0 grants paid. Two other foundations—Sundheimer Foundation (Valley Stream, NY) and Doris Sundheim Elliott Memorial Foundation (Sidney, MT)—also reported $0 grants paid in 2023, and combined foundation assets across all three were $83,812,767. ProPublica 990

Political Activity

FEC data from 2022-06-29 to 2025-10-16 shows 100 contributions totaling $1,920,900. The party breakdown shows $13,600 to Democratic recipients, $629,400 to Republican recipients, and $1,277,900 to PAC/Other. Top recipients by amount include Grow the Majority ($537,100), Congressional Leadership Fund ($467,900), NRCC ($310,100), Republican National Committee ($77,000), and Smith Victory ($75,000). FEC

AI-generated summary from sec_edgar, fec, rtb, propublica_990 3/10/2026 (gpt-5.2). All claims are derived from the source data shown below.

USU.S. Presence

residenceNew York, New York

990Philanthropy

$83.8MFoundation Assets
$9.0MGrants Paid
3Foundations
Sundheim Family FoundationNew York, NY
Private grantmaking foundation (IRS NTEE T20)
Assets: $83.1MRevenue: $11.7MGrants: $9.0MTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Sundheimer FoundationValley Stream, NY
Private grantmaking foundation (IRS NTEE T20J)
Assets: $689KRevenue: $302KGrants: $77KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Doris Sundheim Elliott Memorial FoundationSidney, MT
Private independent foundation (IRS NTEE T22)
Assets: $427Revenue: $1Grants: $0Tax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

FECPolitical Contributions

$1.9MTotal Contributed
100Contributions
2022–2025Date Range

By Party

PAC/Other
$1.3M
REP
$629K
DEM
$14K

Top Recipients

GROW THE MAJORITY$537K
CONGRESSIONAL LEADERSHIP FUND$468K
NRCC$310K
REPUBLICAN NATIONAL COMMITTEE$77K
SMITH VICTORY$75K
Source: FEC contribution filings · latest on record (retrieved 3/10/2026) (fec)

SECSEC Filings

489Total Filings
364Insider Filings
558EDGAR Mentions

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

4FORM 4
6/23/2026
4FORM 4
6/18/2026
144xsl144X01/primary_doc.xml
6/16/2026
4FORM 4
6/12/2026
144xsl144X01/primary_doc.xml
6/12/2026
4FORM 4
6/10/2026
4FORM 4
6/10/2026
4FORM 4
6/10/2026
4FORM 4
6/10/2026
4FORM 4
6/10/2026
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

PBSScore Breakdown

B
45.0
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
29%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
75%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 6/23/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source.

Daniel Sundheim — Public Benefit Score B (45) | Billionaire Army