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Chris Jacobs

Former Rep. (R-NY-27)

Also filed as Christopher L. Jacobs

Disclosed trades
200
Purchases
81
Sales
116
Stocks traded
130
Likely still held
44
Latest trade
Dec 12, 2022
Latest filing
Jan 20, 2023

Stocks traded

Most-filed 24 of 130 tickers, with the latest disclosed action
CVXChevron CorporationSoldDec 12, 2022HDThe Home Depot, Inc.SoldDec 12, 2022XOMExxon Mobil CorporationSoldDec 12, 2022BACBank of America CorporationSoldDec 12, 2022SAVASAVABoughtDec 12, 2022TELLTELLBoughtDec 12, 2022ATHAATHABoughtDec 12, 2022BRKBRK.BBoughtDec 12, 2022CDEVCDEVSoldJul 18, 2022CIVICIVISoldDec 12, 2022DOCHealthpeak Properties, Inc.BoughtDec 12, 2022GEVOGEVOBoughtDec 12, 2022JNJJohnson & JohnsonBoughtNov 8, 2022JPMJPMorgan Chase & Co.SoldDec 12, 2022PFEPfizer Inc.SoldDec 12, 2022UECUranium Energy Corp.SoldDec 12, 2022AAPLApple Inc.SoldJan 4, 2021AGNCAGNC Investment Corp.BoughtNov 8, 2022ARAntero Resources CorporationSoldJul 18, 2022ASMBASMBSoldJan 4, 2021AVXLAVXLSoldDec 12, 2022BLFSBLFSSoldDec 12, 2022CRGYCrescent Energy CompanySoldDec 12, 2022ENOBENOBSoldNov 8, 2022

Likely current holdings

18 most recently active of 44

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

AROCFirst bought Dec 12, 20221 filingOn the 2023 disclosureATHAFirst bought Jul 18, 2022Last bought Dec 12, 20223 filingsBORRFirst bought Dec 12, 20221 filingBRKFirst bought Dec 12, 20223 filingsCHRDFirst bought Dec 12, 20221 filingOn the 2023 disclosureCMTGFirst bought Dec 12, 20221 filingCOGTFirst bought Dec 12, 20221 filingOn the 2023 disclosureCVXFirst bought Jul 18, 2022Last sold Dec 12, 20225 filingsOn the 2023 disclosureDOCFirst bought Dec 12, 20223 filingsOn the 2023 disclosureFHNFirst bought Dec 12, 20222 filingsOn the 2023 disclosureGEVOFirst bought Dec 12, 20223 filingsHPFirst bought Nov 8, 2022Last sold Dec 12, 20222 filingsINSWFirst bought Dec 12, 20221 filingJPMFirst bought Oct 12, 2022Last sold Dec 12, 20223 filingsOn the 2023 disclosureKALVFirst bought Dec 12, 20221 filingKRYSFirst bought Dec 12, 20221 filingOn the 2023 disclosureKURAFirst bought Dec 12, 20221 filingMNRLFirst bought Dec 12, 20221 filing+26 more in the ledger

Reported holdings

282 assets listed

As reported in their 2023 annual disclosure, as amended, filed Nov 14, 2023.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

ABBVAbbVie Inc.CL TRUST$1,001 - $15,000ADBEAdobe Inc.CL TRUST$15,001 - $50,000AMDAdvanced Micro Devices, Inc.CL TRUST$1,001 - $15,000AFLAflac IncorporatedCL TRUST$15,001 - $50,000AGNCAGNC Investment Corp.CL TRUST$1,001 - $15,000APDAir Products and Chemicals, Inc.CL TRUST$1,001 - $15,000ALLThe Allstate CorporationCL TRUST$15,001 - $50,000GOOGLAlphabet Inc.CL TRUST$15,001 - $50,000AMZNAmazon.com, Inc.CL TRUST$15,001 - $50,000AXPAmerican Express CompanyCL TRUST$15,001 - $50,000AMTAmerican Tower CorporationCL TRUST$1,001 - $15,000AWKAmerican Water Works Company, Inc.CL TRUST$1,001 - $15,000AMGNAmgen Inc.CL TRUST$1,001 - $15,000AMLXAmylyx Pharmaceuticals, Inc.CL TRUST$1,001 - $15,000AAPLApple Inc.CL TRUST$100,001 - $250,000AROCArchrock, Inc.CL TRUST$1,001 - $15,000ABGAsbury Automotive Group, Inc.CL TRUST$15,001 - $50,000AUBAtlantic Union Bankshares CorporationCL TRUST$1,001 - $15,000AXSMAxsome Therapeutics, Inc.CL TRUST$1,001 - $15,000AZZAZZ Inc.CL TRUST$1,001 - $15,000BALLBall CorporationCL TRUST$1,001 - $15,000BAThe Boeing CompanyCL TRUST$1,001 - $15,000BKNGBooking Holdings Inc.CL TRUST$15,001 - $50,000EATBrinker International, Inc.CL TRUST$1,001 - $15,000
Show 112 more listed stocks and funds
BWXTBWX Technologies, Inc.CL TRUST$1,001 - $15,000COFCapital One Financial CorporationCL TRUST$1,001 - $15,000CATCaterpillar Inc.CL TRUST$1,001 - $15,000CECelanese CorporationCL TRUST$1,001 - $15,000SCHWThe Charles Schwab CorporationCL TRUST$1,001 - $15,000CHTRCharter Communications, Inc.CL TRUST$15,001 - $50,000CVXChevron CorporationCL TRUST$1,001 - $15,000CHRDChord Energy CorporationCL TRUST$1,001 - $15,000CICigna CorporationCL TRUST$15,001 - $50,000CINFCincinnati Financial CorporationCL TRUST$1,001 - $15,000CTASCintas CorporationCL TRUST$1,001 - $15,000CMSCMS Energy CorporationCL TRUST$1,001 - $15,000CNACNA Financial CorporationCL TRUST$1,001 - $15,000COGTCogent Biosciences, Inc.CL TRUST$1,001 - $15,000CTSHCognizant Technology Solutions CorporationCL TRUST$1,001 - $15,000CMCSAComcast CorporationCL TRUST$1,001 - $15,000STZConstellation Brands, Inc.CL TRUST$100,001 - $250,000CPRTCopart, Inc.CL TRUST$1,001 - $15,000CTVACorteva, Inc.CL TRUST$1,001 - $15,000COSTCostco Wholesale CorporationCL TRUST$1,001 - $15,000CCICrown Castle Inc.CL TRUST$1,001 - $15,000CSXCSX CorporationCL TRUST$15,001 - $50,000CMICummins Inc.CL TRUST$1,001 - $15,000DHRDanaher CorporationCL TRUST$15,001 - $50,000DEDeere & CompanyCL TRUST$15,001 - $50,000DLTRDollar Tree, Inc.CL TRUST$1,001 - $15,000DOWDow Inc.CL TRUST$1,001 - $15,000DTMDT Midstream, Inc.CL TRUST$1,001 - $15,000DTEDTE Energy CompanyCL TRUST$1,001 - $15,000DDDuPont de Nemours, Inc.CL TRUST$1,001 - $15,000EBAYeBay Inc.CL TRUST$1,001 - $15,000EAElectronic Arts Inc.CL TRUST$1,001 - $15,000ELThe Estée Lauder Companies Inc.CL TRUST$15,001 - $50,000EVREvercore Inc.CL TRUST$1,001 - $15,000EXPEExpedia Group, Inc.CL TRUSTNoneXOMExxon Mobil CorporationCL TRUST$1,001 - $15,000FNBF.N.B. CorporationCL TRUST$1,001 - $15,000FHNFirst Horizon CorporationCL TRUST$1,001 - $15,000FTVFortive CorporationCL TRUST$1,001 - $15,000HDThe Home Depot, Inc.CL TRUST$100,001 - $250,000HONHoneywell International Inc.CL TRUST$15,001 - $50,000HRLHormel Foods CorporationCL TRUST$1,001 - $15,000HUMHumana Inc.CL TRUST$15,001 - $50,000HIIHuntington Ingalls Industries, Inc.CL TRUST$1,001 - $15,000IDXXIDEXX Laboratories, Inc.CL TRUST$15,001 - $50,000ITWIllinois Tool Works Inc.CL TRUST$1,001 - $15,000IMVTImmunovant, Inc.CL TRUST$1,001 - $15,000INCYIncyte CorporationCL TRUST$1,001 - $15,000NSITInsight Enterprises, Inc.CL TRUST$15,001 - $50,000INTCIntel Corp.CL TRUST$15,001 - $50,000INSWInternational Seaways, Inc.CL TRUST$1,001 - $15,000ISRGIntuitive Surgical, Inc.CL TRUST$1,001 - $15,000ITTITT Inc.CL TRUST$1,001 - $15,000JNJJohnson & JohnsonCL TRUST$1,001 - $15,000JPMJPMorgan Chase & Co.CL TRUST$1,001 - $15,000KLACKLA CorporationCL TRUST$1,001 - $15,000KRYSKrystal Biotech, Inc.CL TRUST$1,001 - $15,000LWLamb Weston Holdings, Inc.CL TRUST$1,001 - $15,000LBTYKLiberty Global plcCL TRUST$1,001 - $15,000LYVLive Nation Entertainment, Inc.CL TRUST$1,001 - $15,000MACThe Macerich CompanyCL TRUST$1,001 - $15,000MARMarriott International, Inc.CL TRUST$1,001 - $15,000VACMarriott Vacations Worldwide CorporationCL TRUST$1,001 - $15,000MAMastercard IncorporatedCL TRUST$15,001 - $50,000MCDMcDonald's CorporationCL TRUST$15,001 - $50,000MCKMcKesson CorporationCL TRUST$1,001 - $15,000MRKMerck & Co., Inc.CL TRUST$15,001 - $50,000MSFTMicrosoft CorporationCL TRUST$100,001 - $250,000MCOMoody's CorporationCL TRUST$15,001 - $50,000MSMorgan StanleyCL TRUST$1,001 - $15,000NESRNational Energy Services Reunited Corp.CL TRUST$1,001 - $15,000NWSANews CorporationCL TRUST$1,001 - $15,000NKENIKE, Inc.CL TRUST$50,001 - $100,000NSCNorfolk Southern CorporationCL TRUST$1,001 - $15,000NOCNorthrop Grumman CorporationCL TRUST$15,001 - $50,000NWBINorthwest Bancshares, Inc.CL TRUST$1,001 - $15,000NVDANVIDIA CorporationCL TRUST$15,001 - $50,000PHParker-Hannifin CorporationCL TRUST$1,001 - $15,000PYPLPayPal Holdings, Inc.CL TRUST$15,001 - $50,000PRPermian Resources CorporationCL TRUST$1,001 - $15,000PFEPfizer Inc.CL TRUST$1,001 - $15,000PSXPhillips 66CL TRUST$1,001 - $15,000DOCHealthpeak Properties, Inc.CL TRUST$1,001 - $15,000PNCThe PNC Financial Services Group, Inc.CL TRUST$15,001 - $50,000PHMPulteGroup, Inc.CL TRUST$1,001 - $15,000RFRegions Financial CorporationCL TRUST$1,001 - $15,000ROKRockwell Automation, Inc.CL TRUST$1,001 - $15,000SBACSBA Communications CorporationCL TRUST$1,001 - $15,000SMGThe Scotts Miracle-Gro CompanyCL TRUST$1,001 - $15,000SWKSSkyworks Solutions, Inc.CL TRUST$1,001 - $15,000LUVSouthwest Airlines Co.CL TRUST$1,001 - $15,000STLDSteel Dynamics, Inc.CL TRUST$1,001 - $15,000SYKStryker CorporationCL TRUST$1,001 - $15,000TFXTeleflex IncorporatedCL TRUST$1,001 - $15,000TSLATesla, Inc.CL TRUST$1,001 - $15,000TXNTexas Instruments IncorporatedCL TRUST$1,001 - $15,000TXTTextron Inc.CL TRUST$1,001 - $15,000TRVThe Travelers Companies, Inc.CL TRUST$15,001 - $50,000TMOThermo Fisher Scientific Inc.CL TRUST$15,001 - $50,000TJXThe TJX Companies, Inc.CL TRUST$15,001 - $50,000TMUST-Mobile US, Inc.CL TRUST$1,001 - $15,000TSNTyson Foods, Inc.CL TRUST$1,001 - $15,000UIUbiquiti Inc.CL TRUST$1,001 - $15,000UNPUnion Pacific CorporationCL TRUST$15,001 - $50,000UNHUnitedHealth Group IncorporatedCL TRUST$50,001 - $100,000VLOValero Energy CorporationCL TRUST$1,001 - $15,000VVisa Inc.CL TRUST$15,001 - $50,000GWWW.W. Grainger, Inc.CL TRUST$1,001 - $15,000WMTWalmart Inc.CL TRUST$1,001 - $15,000DISThe Walt Disney CompanyCL TRUST$15,001 - $50,000WECWEC Energy Group, Inc.CL TRUST$1,001 - $15,000WALWestern Alliance BancorporationCL TRUST$1,001 - $15,000

Other reported assets (146)

  • Avalon Development, LLC$5,000,001 - $25,000,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Global Partners$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen International Partners II$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity IV$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners VII$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Adamas Opportunities LPNone
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund IX$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund X$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty XI$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Archipelago Partners LP$250,001 - $500,000
Show 134 more
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Bain Capital RE Fund II-A$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund II$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Coatue Opportunity Fund$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund V$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund VI [HE] CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Long Term Distressed Opportunities Fund IIIUndetermined $50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Engle Capital Partners, LP$250,001 - $500,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Ironsides Co-Investment Fund VI$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lakewood Capital Partners$250,001 - $500,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lone Cascade$500,001 - $1,000,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ MAP Heritage Fund$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Oak Hill Advisor$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Old Kings Capital$250,001 - $500,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Park Street Capital$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Sanderson International Value FundNone
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Siguler Guff Bric II$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund II, LP$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund III, LP$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund V$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VI$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VII$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Global Premier$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VI$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VII$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Alternate ⇒ First American Treasury Oblig FD CL Y (cash held)$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ California ST Ref Various Purpose 5.000 04/01/2032$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx Intl Arpt Rev -5.000 11/01/2039$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Denver City Cnty Co Arpt Revenue - 5.250 11/15/2027$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ District Columbia Go and Ref Bds E 5.000 06/01/2032$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ El Paso Tex Wtr & Swr Rev Impt Ref Bds 5.0000% 3/1/2033$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ First American Treasury Oblig FD CL Y (cash held)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Iowa ST Spl Oblig Ref Bds 2019 A 5.000 06/01/2031$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Louisiana ST 5.000% 3/01/31$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Lower Colo Riv Auth Tex Transmission 5.000 05/15/2028$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Massachusetts ST Dev Fin Agy Rev Bds 5.000 10/01/2038$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Dedicated Tax 5.000 11/15/2029$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue 5.000 11/15/2030$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue Ref - 5.000 11/15/2029$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Nassau Cnty Ny Interim Fin Auth 4.000 11/15/2033$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York City Ny Transitional Fin 5.000 08/01/2034$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y City Mun Wtr Fin Auth 5.000 06/15/2030$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds 2021 C 5.000 08/01/2034$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds Fiscal 5.000 10/01/2029$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Mun Wtr Fin Auth 5% 6/15/27$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 07/15/2032$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 11/01/2027$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny Ser B1 5.000 12/01/2030$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Tax Re Rev Bds 2017$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers - 5.000 03/15/2032$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers 5.000 03/15/2032$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers Income 5.000 02/15/2038$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina Mun Pwr Agy No 1 5.000 01/01/2030$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Port Auth Ny N J Consolidated Bds 5.000 07/15/2032$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Triborough Brdg Tunl Auth Ny 5.000 05/15/2037$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Utility Debt Securitization Auth Ny Restructuring Ser TeNone
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Virginia ST Cmwlth Transprtn Brd 5.000 05/15/2031$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST Motor Vehicle Fuel Tax 5.000 06/01/2034$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Operations ⇒ First American Treasury Oblig FD CL Y (cash held)$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Activision Blizzard, Inc (ATVI)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Akero Therapeutics, Inc. (AKRO)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allakos Inc. (ALLK)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AmerisourceBergen Corporation (ABC)$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Anaplan, Inc. (PLAN)None
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Athira Pharma, Inc. (ATHA)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Berkshire Hathaway Inc. New (BRK.B)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Borr Drilling Limited Common Shares (BORR)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cassava Sciences, Inc. (SAVA)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Claros Mortgage Trust, Inc. (CMTG)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Discover Financial Services (DFS)$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Earthstone Energy, Inc. Class A (ESTE)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ First American Treasury Oblig FD CL Y (cash held)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ FLEX LNG Ltd. Ordinary Shares (FLNG)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Gevo, Inc. (GEVO)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Greenbrier Companies, Inc. (GBX)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Health Sciences Acquisitions Corporation (HSAC)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Innovative Industrial Properties, Inc. (IIPR)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Insperity, Inc. (NSP)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ IVERIC bio, Inc. (ISEE)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ John Bean Technologies Corporation (JBT)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ KalVista Pharmaceuticals, Inc. (KALV)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Kura Oncology, Inc. (KURA)$1 - $1,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Liberty Broadband Corporation - Class C (LBRDK)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Magna International, Inc. (MGA)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marsh & McLennan Companies, Inc. (MMC)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ NetSTREIT Corp. (NTST)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nordic American Tankers Limited (NAT)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ OceanFirst Financial Corp. (OCFC)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Oxford Industries, Inc. (OXM)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PC Connection, Inc. (CNXN)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Piedmont Lithium Inc. (PLL)$1 - $1,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Pioneer Natural Resources Company (PXD)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Ready Capital Corproation (RC)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Redwood Trust, Inc. (RWT)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Sitio Royalties Corp. Class A (STR)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Tellurian Inc. (TELL)$1,001 - $15,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan Intl Value Fund Ins - APHKX$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ First American Treasury Oblig FD CL Y (cash held)$15,001 - $50,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ US Treasury NoteNone
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse All World Ex US Index - VEU$50,001 - $100,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO$250,001 - $500,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX$250,001 - $500,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term ETF - VGIT$100,001 - $250,000
  • CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation ETF - VTIP$100,001 - $250,000
  • CL TRUST ⇒ LDJ MGT CO LLC ⇒ Fidelity Intermediate Treasury Bond - FUAMX$50,001 - $100,000
  • CL TRUST ⇒ LDJ MGT CO LLC ⇒ First American Treasury Oblig FD CL Y (cash held)$1,001 - $15,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen International Partners$15,001 - $50,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Private Equity III$15,001 - $50,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners V$1,001 - $15,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners VI$50,001 - $100,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Chisholm Fund Partners$1,001 - $15,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ First American Treasury Oblig FD CL Y (cash held)$50,001 - $100,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ MAP Heritage$50,001 - $100,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ New Test Ventures$1,001 - $15,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Siguler Guff Bric Opportunities$1,001 - $15,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Thunder Bay Partners LP$100,001 - $250,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ TRG Forestry Fund$1,001 - $15,000
  • CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Vessel Ventures$15,001 - $50,000
  • Gold Maple Leaf Coins$100,001 - $250,000
  • New York State Retirement Plan [PE] Rental Home [RP] US Bank CLJ MF Acct ⇒ Dodge & Cox International Stock Fund -DODFXUndetermined None $100,001 - $250,000
  • US Bank CLJ MF Acct ⇒ First American Treasury Oblig FD CL Y (cash held)$1,001 - $15,000
  • US Bank CLJ MF Acct ⇒ Fpa Crescent Portfolio Cl I - FPACX$100,001 - $250,000
  • US Bank CLJ MF Acct ⇒ Ishares Msci Emerging Markets -EEM$50,001 - $100,000
  • US Bank CLJ MF Acct ⇒ Vanguard S&P 500 Etf - VOO$250,001 - $500,000
  • US Bank CLJ MF Acct ⇒ Vanguard Total World Stock Index -VT$500,001 - $1,000,000
  • US Bank CLJ Personal ⇒ US Bank - First American Treasury Oblig. (cash held)$50,001 - $100,000
  • Vanguard IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX$15,001 - $50,000
  • Vanguard Roth IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX$50,001 - $100,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Dec 12, 2022Meta Platforms, Inc.METASale (Full)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Permian Resources CorporationPRPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022TELLTELLPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Tesla, Inc.TSLASale (Partial)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Uranium Energy Corp.UECSale (Full)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Vaxcyte, Inc.PCVXSale (Full)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022KURAKURAPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022GEVOGEVOPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022HLXHLXSale (Full)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Helmerich & Payne, Inc.HPSale (Partial)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022The Home Depot, Inc.HDSale (Partial)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022NOTVNOTVSale (Full)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022INSW.VINSWPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022NTSTNTSTPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Pfizer Inc.PFESale (Partial)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022Healthpeak Properties, Inc.DOCPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022PXDPXDPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022RLMDRLMDSale (Full)$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022National Energy Services Reunited Corp.NESRPurchase$1,001 - $15,000Jan 20, 202339 days
Dec 12, 2022SWTXSWTXPurchase$1,001 - $15,000Jan 20, 202339 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.