Chris Jacobs R

Republican representative for New York (NY-27) (former), in the House since Jul 21, 2020.

Among all 440 members

Each dot is a member; Jacobs is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2021–22

$829K

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2021–22	$829,164	$586,273	$216,941	$5,750	$0	$891,994	$0	$0	$6,250

FEC totals through Sep 13, 2022.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside New York versus everywhere else, each period.

From New York
From out of state

2021–22

$365K

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

DELAWARE NORTH COMPANIES

$17K

ELLICOTT DEVELOPMENT

$6,000

PADDOCK CHEVROLET

$5,800

NATALE BUILDING CORP

$5,800

MANOR HOUSE DESIGNS

$5,800

ADVANCED CARDIAC SURGICAL ASSOC PLLC

$5,300

TRY IT DISTRIBUTING CO INC

$5,000

STARK TECH GROUP

$5,000

CARUBBA & COMPANY

$5,000

AIRPORT PLAZA JEWELERS

$5,000

NIAGARA CUSTOM PLANTING

$4,350

TORREY FARMS INC

$4,300

The largest donors, and the numbers

Period	Itemized	Contributions	From NY	Retired donors
2021–22	$364,557	332	85%	14%

Donor	Where	Employer, occupation	Total
JACOBS, CHARLES M.	BUFFALO, NY	DELAWARE NORTH COMPANIES, EXECUTIVE	$5,800
JACOBS, JEREMY M. JR.	EAST AURORA, NY	DELAWARE NORTH COMPANIES, CO-CEO	$5,800
JACOBS, JOAN	EAST AURORA, NY	HOMEMAKER, HOMEMAKER	$5,800
JACOBS, LISANN J.	BUFFALO, NY	HOMEMAKER, HOMEMAKER	$5,800
JACOBS, LOUIS M. SR.	EAST AURORA, NY	DELAWARE NORTH COMPANIES, CO CHIEF EXECUTIVE OFFICER	$5,800
JACOBS, MARGARET D.	EAST AURORA, NY	MANOR HOUSE DESIGNS, PRESIDENT	$5,800
LEE, PATRICK P.	KEY LARGO, FL	RETIRED, RETIRED	$5,800
NATALE, ANGELO S.	CLARENCE, NY	NATALE BUILDING CORP., PRESIDENT	$5,800
REICHENBACH, MARGARET LYNN	BUFFALO, NY	HOMEMAKER, HOMEMAKER	$5,800
ROBINSON, KATIE L.	MANSFIELD, OH	SELF-EMPLOYED, PHILANTHROPIST	$5,800
WILLIAMS, JEFFREY D.	LEWISTON, NY	SELF, REAL ESTATE	$5,700
KARAMANOUKIAN, KAREN M.	ELMA, NY	ADVANCED CARDIAC SURGICAL ASSOC, PLLC, ATTORNEY	$5,300
CARUBBA, JOE	EAST AMHERST, NY	CARUBBA & COMPANY, REAL ESTATE	$5,000
GEIGER, TIMOTHY	CLARENCE, NY	STARK TECH GROUP, PRESIDENT	$5,000
HOFFMAN, DONALD L.	GETZVILLE, NY	AIRPORT PLAZA JEWELERS, JEWELER	$5,000
VUKELIC, EUGENE	LANCASTER, NY	TRY-IT DISTRIBUTING CO., INC., CHAIRMAN	$5,000
BOBICK, MICHAEL J.	YOUNGSTOWN, NY	NIAGARA CUSTOM PLANTING, MANAGER	$4,350
TORREY, MAUREEN	ELBA, NY	TORREY FARMS INC., FARMER	$4,300
CORNELL, JAMES W.	EAST AURORA, NY	SELF, EXECUTIVE	$3,800
SHOWALTER, RALPH	CLARENCE, NY	BUFFALO TUNGSTEN INC., BUSINESS MANAGER	$3,500
KELLEY, STEPHEN M.	GENESEO, NY	SELF EMPLOYED, ATTORNEY	$3,150
JACOBS, DANIELLE	BUFFALO, NY	ELLICOTT DEVELOPMENT, REALTOR	$3,100
DAVIS, JOHN R. JR.	CLARENCE, NY	RETIRED, RETIRED	$2,925
AMOIA, JONATHAN	WILLIAMSVILLE, NY	SANDHILL INVESTMENT MANAGEMENT, PARTNER	$2,900
BRYLINSKI, JAMES	ORCHARD PARK, NY	US DEPT. HUD, ATTORNEY	$2,900

Their biggest PAC and party givers

REPUBLICAN MAINSTREET PARTNERSHIP PAC

$7,000

REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC

$6,000

THE HOME DEPOT INC.

$5,000

THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE

$5,000

REPUBLICAN NATIONAL COMMITTEE

$5,000

NATIONAL WOODEN PALLET AND CONTAINER ASSOCIATION

$5,000

NATIONAL CHICKEN COUNCIL

$5,000

NATIONAL BEER WHOLESALERS ASSOCIATION

$5,000

MAJORITY RISING

$5,000

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF

$5,000

All 25

Committee	Connected organization	Total	Gifts
REPUBLICAN MAINSTREET PARTNERSHIP PAC	NONE	$7,000	7
REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC	NONE	$6,000	8
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE	THE HOME DEPOT INC.	$5,000	1
THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE		$5,000	3
NY REPUBLICAN FEDERAL CAMPAIGN COMMITTEE	REPUBLICAN NATIONAL COMMITTEE	$5,000	1
NATIONAL WOODEN PALLET AND CONTAINER ASSOCIATION POLITICAL ACTION COMMITTEE (PALLETPAC)	NATIONAL WOODEN PALLET AND CONTAINER ASSOCIATION	$5,000	2
NATIONAL CHICKEN COUNCIL POLITICAL ACTION COMMITTEE (FKA) NATIONAL BROILER COUNCIL PAC	NATIONAL CHICKEN COUNCIL	$5,000	2
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL BEER WHOLESALERS ASSOCIATION	$5,000	2
MAJORITY COMMITTEE PAC--MC PAC	MAJORITY RISING	$5,000	3
ENGINEERS POLITICAL EDUCATION COMMITTEE (EPEC)/INTERNATIONAL UNION OF OPERATING ENGINEERS	INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF	$5,000	2
CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS	UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA	$5,000	1
BALL CORPORATION POLITICAL ACTION COMMITTEE	BALL CORPORATION	$5,000	1
AMERICAN HOSPITAL ASSOCIATION PAC	AMERICAN HOSPITAL ASSOCIATION	$5,000	2
AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE	AMERICAN CRYSTAL SUGAR COMPAY	$5,000	3
AIR LINE PILOTS ASSOCIATION PAC	AIR LINE PILOTS ASSOCIATION	$5,000	1
NATIONAL FUEL GAS COMPANY FEDERAL POLITICAL ACTION COMMITTEE	NATIONAL FUEL GAS COMPANY	$4,750	6
CROP INSURANCE PROFESSIONALS ASSOCIATION PAC-CIPA PAC		$4,000	2
NATIONAL STONE, SAND & GRAVEL ASSOCIATION ROCKPAC	NATIONAL STONE, SAND AND GRAVEL ASSOCIATION	$3,500	3
SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE POLITICAL ACTION COMMITTEE	SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE	$3,000	2
DELAWARE NORTH COMPANIES, INC. POLITICAL ACTION COMMITTEE		$2,900	2
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE		$2,900	1
VICTORY AND FREEDOM PAC (VAF PAC)		$2,500	1
POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS	AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS	$2,500	2
NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$2,500	1
NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND)	BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE	$2,500	1

Outside spending for and against them

Against them
For them

All of it

$6,250

Who spent it

DRAIN THE DC SWAMP PAC

$6,250

See the data

Spender	For or against	Total	Reports
DRAIN THE DC SWAMP PAC	against	$6,250	1

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

AMERICAN CRYSTAL SUGAR COMPANY

$10K

NATIONAL FUEL GAS COMPANY

$9,500

AMERICAN HOSPITAL ASSOCIATION

$7,500

DELAWARE NORTH COMPANIES, INC.

$5,800

THE HOME DEPOT

$5,000

NATIONAL BEER WHOLESALERS ASSOCIATION

$5,000

BALL CORPORATION

$5,000

AIR LINE PILOTS ASSOCIATION

$5,000

NATIONAL STONE, SAND & GRAVEL ASSOCIATION

$3,500

THE AMERICAN COUNCIL OF ENGINEERING COMPANIES

$3,000

All 25

Registrant	Total	Items	First	Latest
AMERICAN CRYSTAL SUGAR COMPANY	$10,000	2	Jun 24, 2021	Mar 17, 2022
NATIONAL FUEL GAS COMPANY	$9,500	12	Apr 21, 2021	Mar 22, 2022
AMERICAN HOSPITAL ASSOCIATION	$7,500	3	Dec 15, 2021	Mar 8, 2022
DELAWARE NORTH COMPANIES, INC.	$5,800	1	Sep 30, 2021	Sep 30, 2021
THE HOME DEPOT	$5,000	1	Mar 24, 2022	Mar 24, 2022
NATIONAL BEER WHOLESALERS ASSOCIATION	$5,000	2	Sep 16, 2021	Apr 11, 2022
BALL CORPORATION	$5,000	1	Mar 10, 2022	Mar 10, 2022
AIR LINE PILOTS ASSOCIATION	$5,000	1	Dec 8, 2021	Dec 8, 2021
NATIONAL STONE, SAND & GRAVEL ASSOCIATION	$3,500	3	Sep 16, 2021	Mar 23, 2022
THE AMERICAN COUNCIL OF ENGINEERING COMPANIES	$3,000	3	Sep 28, 2021	Apr 7, 2022
SOUTHERN MINNESOTA BEET SUGAR COOP	$3,000	2	Jul 23, 2021	Mar 18, 2022
MASIELLO MARTUCCI HUGHES KULPA(FKA MASIELLO, MARTUCCI & ASSOCIATES	$2,900	1	Mar 31, 2021	Mar 31, 2021
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE	$2,900	1	Apr 14, 2022	Apr 14, 2022
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC	$2,500	2	May 12, 2022	May 12, 2022
NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$2,500	1	Apr 26, 2022	Apr 26, 2022
NATIONAL ASSOCIATION OF LETTER CARRIERS	$2,500	1	Jun 23, 2021	Jun 23, 2021
L3HARRIS TECHNOLOGIES, INC.	$2,500	1	Mar 26, 2022	Mar 26, 2022
INTERNATIONAL UNION OF OPERATING ENGINEERS	$2,500	1	Mar 8, 2022	Mar 8, 2022
GENERAL MOTORS COMPANY	$2,500	1	Nov 10, 2021	Nov 10, 2021
DAIRY FARMERS OF AMERICA, INC.	$2,500	1	Jun 2, 2022	Jun 2, 2022
CARD & ASSOCIATES, LLC	$2,500	5	Mar 24, 2021	Aug 11, 2021
AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS	$2,500	2	Sep 15, 2021	Dec 1, 2021
NAVIENT SOLUTIONS, LLC	$2,000	2	May 5, 2021	May 2, 2022
NATIONAL COTTON COUNCIL	$2,000	2	Jul 22, 2021	Mar 24, 2022
NATIONAL CATTLEMEN'S BEEF ASSOCIATION	$2,000	1	Jul 13, 2021	Jul 13, 2021

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 20 earmarks, $23.4M. None went to an organization whose employees are among their donors.

To an organization whose employees gave to them
To one whose lobbying firm's lobbyists gave to them
Other earmarks

FY 2023

$14.9M

FY 2022

$8.5M

Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 19 of theirs went to their donors' employers; chance gives about 0: about what chance gives.

The largest

Niagara-Orleans Broadband Expansion Niagara County

Department of Agriculture

$3.9M

Batavia Public Safety Facility City of Batavia

Department of Agriculture

$2.5M

Genesee County Water Security and Resiliency North Water Storage Tank Project

Environmental Protection Agency

$2.0M

Town of Concord Combined Wastewater Treatment Plant Project

Environmental Protection Agency

$2.0M

Orleans County Emergency Management and Operations Center County of Orleans

Department of Homeland Security

$2.0M

FeedMore WNY Consolidated Facility FeedMore WNY

Department of Housing and Urban Development

$2.0M

Mount St. Mary’s Hospital of Niagara Falls

Department of Health and Human Services

$2.0M

Nicholas H. Noyes Memorial Hospital

Department of Health and Human Services

$1.5M

Construction of a Community Services Facility in Canandaigua YMCA of Greater Rochester

Department of Housing and Urban Development

$1.0M

Niagara Falls International Airport (IAG) Taxiway Realignment and Extension, Design

Department of Transportation

$900K

All 20

Year	Recipient	Amount	Its lobbying firm gave them
FY 2023	Batavia Public Safety Facility City of Batavia Department of Agriculture · Rural Housing Service · NY	$2,500,000
FY 2023	Genesee County Water Security and Resiliency North Water Storage Tank Project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · NY	$2,000,000
FY 2023	Town of Concord Combined Wastewater Treatment Plant Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · NY	$2,000,000
FY 2023	Orleans County Emergency Management and Operations Center County of Orleans Department of Homeland Security · Federal Assistance - EOC · NY	$2,000,000
FY 2023	FeedMore WNY Consolidated Facility FeedMore WNY Department of Housing and Urban Development · Community Development Fund · NY	$2,000,000
FY 2023	Nicholas H. Noyes Memorial Hospital Nicholas H. Noyes Memorial Hospital, Dansville, NY for equipment Department of Health and Human Services · Health Resources and Services Administration · NY	$1,500,000
FY 2023	Construction of a Community Services Facility in Canandaigua YMCA of Greater Rochester Department of Housing and Urban Development · Community Development Fund · NY	$1,000,000
FY 2023	Niagara Falls International Airport (IAG) Taxiway Realignment and Extension, Design Department of Transportation · Grants-in-Aid for Airports · NY	$900,000
FY 2023	Lancaster Senior Center Rehabilitation Project Town of Lancaster Department of Housing and Urban Development · Community Development Fund · NY	$375,000
FY 2023	Livingston County Emergency Operations Center Resilient Microgrid Livingston County Department of Homeland Security · Federal Assistance - EOC · NY	$250,000
FY 2023	Lancaster Police Department Body-Worn Cameras Lancaster Police Department Department of Justice · COPS Tech · NY	$200,500
FY 2023	Elma Senior Center Improvements Town of Elma Department of Agriculture · Rural Housing Service · NY	$165,000
FY 2022	Niagara-Orleans Broadband Expansion Niagara County Department of Agriculture · ReConnect · NY	$3,877,500	MASIELLO MARTUCCI HUGHES KULPA(FKA MASIELLO, MARTUCCI & ASSOCIATES ($2,900)
FY 2022	Mount St. Mary’s Hospital of Niagara Falls Mount St. Mary’s Hospital of Niagara Falls, Lewiston, NY for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · NY	$2,000,000
FY 2022	Genesee, Livingston, Orleans, and Wyoming Counties (GLOW) YMCA Healthy Living Campus. GLOW YMCA, Inc Department of Housing and Urban Development · Community Development Fund · NY	$900,000
FY 2022	Wyoming County Fire Training Center County of Wyoming Department of Agriculture · Community Facilities · NY	$597,289
FY 2022	Royalton-Hartland Agricultural Learning Lab Royalton-Hartland Central School District Department of Agriculture · Community Facilities · NY	$515,685
FY 2022	Cornell Cooperative Extension Learning Center Cornell Cooperative Extension Association of Orleans County Department of Agriculture · Community Facilities · NY	$379,432
FY 2022	Dansville YMCA Branch equipment Young Men's Christian Association of Hornell, New York, Inc Department of Housing and Urban Development · Community Development Fund · NY	$105,000
FY 2022	Sturgeon Point Sturgeon Point, Town of Evans, NY U.S. Army Corps of Engineers Army Corps of Engineers · Construction/Section 107 · NY	$100,000

Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.

How they've voted lately

Nothing on record.

What they sponsor bills about

117th Congress: 27 sponsored, 1 became law

Taxation

Health

Government Operations and Politics

Labor and Employment

International Affairs

Immigration

Crime and Law Enforcement

Armed Forces and National Security

Their bills

Bill	Latest action
H.R. 3508Public Law 117-196 To designate the facility of the United States Postal Service located at 39 West Main Street, in Honeoye Falls, New York	Oct 11, 2022 Became Public Law No: 117-196.
H.R. 9607 To prohibit States, local governments, or State regulatory authorities from prohibiting a natural gas consumer from conn	Dec 16, 2022 Referred to the House Committee on Energy and Commerce.
H.R. 9608 Reducing Plastics in Wastewater Act	Dec 16, 2022 Referred to the House Committee on Transportation and Infrastructure.
H.R. 9585 American Property Act	Dec 15, 2022 Referred to the House Committee on Ways and Means.
H.R. 9438 American Property Act	Dec 6, 2022 Referred to the House Committee on Ways and Means.
H.R. 8882 Federal Assault Weapons Licensing Act	Nov 1, 2022 Referred to the Subcommittee on Crime, Terrorism, and Homeland Security.
H.R. 8756 Protect Local Farms Act	Aug 30, 2022 Referred to the House Committee on Education and Labor.
H.R. 8530 Property Tax Reduction Act of 2022	Jul 27, 2022 Referred to the House Committee on Energy and Commerce.
H.R. 8307 Steven’s Law	Jul 7, 2022 Referred to the House Committee on Energy and Commerce.
H.R. 7584 To amend the Internal Revenue Code of 1986 to end the investment tax credit for offshore wind facilities in the inland n	Apr 26, 2022 Referred to the House Committee on Ways and Means.
H.R. 7493 Protecting Gun Owners in Bankruptcy Act of 2022	Nov 1, 2022 Referred to the Subcommittee on Antitrust, Commercial, and Administrative Law.
H.R. 6840 Northern Border Reopening Act	Nov 1, 2022 Referred to the Subcommittee on Immigration and Citizenship.
H.R. 6712 School Resource Officer Act of 2022	Nov 1, 2022 Referred to the Subcommittee on Crime, Terrorism, and Homeland Security.
H.R. 6565 Kids in Classes Act	Feb 2, 2022 Referred to the House Committee on Education and Labor.
H.R. 5903 HERD Act	Nov 5, 2021 Referred to the House Committee on Oversight and Reform.
H.R. 5696 Prevent Recording of Individuals with Video and Audio Technologies when not Enabled Act	Oct 25, 2021 Referred to the Subcommittee on Consumer Protection and Commerce.
H.R. 5520 Literature Selection Technical Review Committee Reform Act of 2021	Oct 11, 2021 Referred to the Subcommittee on Health.
H.R. 5311 To appropriate amounts to be made available for the procurement of an Iron Dome system by Israel, and for other purposes	Sep 21, 2021 Referred to the House Committee on Appropriations.
H.Res. 599 Expressing the need to safely evacuate United States citizens and allies from Afghanistan.	Aug 23, 2021 Referred to the House Committee on Foreign Affairs.
H.R. 5063 Reservists Opportunity Act	Aug 20, 2021 Referred to the House Committee on Armed Services.
H.R. 3770 Northern Border Reopening Transparency Act	Nov 1, 2022 Referred to the Subcommittee on Immigration and Citizenship.
H.R. 3590 Local Control and Community Preservation Act	May 28, 2021 Referred to the House Committee on Ways and Means.
H.R. 3148 Help Wanted Act	May 12, 2021 Referred to the House Committee on Ways and Means.
H.R. 2625 To amend title 40, United States Code, to include Wyoming County in the region covered by the Northern Border Regional C	Apr 19, 2021 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management.
H.R. 1571 Dairy H–2A Eligibility Act	May 18, 2021 Referred to the Subcommittee on Immigration and Citizenship.

Congress	Sponsored	Became law	Cosponsored
117th	27	1	260

Holdings and trades

−$15.0M – $36.6Mnet worth, 2023 report

316trades on their reports

51 of 216trades reported after 45 days

39 daystypical time to report a trade

0reports filed on paper

2filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2023 report

Avalon Development, LLC

Business Entity · Self

$5.0M+

LDJ FAM INV LLC ⇒ Lone Cascade

Investment Fund · Self

$500K+

Vanguard Total World Stock Index -VT

Mutual Funds · Self

$500K+

LDJ FAM INV LLC ⇒ Archipelago Partners LP

Investment Fund · Self

$250K+

LDJ FAM INV LLC ⇒ Engle Capital Partners, LP

Investment Fund · Self

$250K+

LDJ FAM INV LLC ⇒ Lakewood Capital Partners

Investment Fund · Self

$250K+

LDJ FAM INV LLC ⇒ Old Kings Capital

Investment Fund · Self

$250K+

LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO

Mutual Funds · Self

$250K+

LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX

Mutual Funds · Self

$250K+

Vanguard S&P 500 Etf - VOO

Mutual Funds · Self

$250K+

LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI

Investment Fund · Self

$100K+

LDJ FAM INV LLC ⇒ AG Realty Fund X

Investment Fund · Self

$100K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Avalon Development, LLC	Business Entity	Self	$5.0M – $25.0M	None: —
LDJ FAM INV LLC ⇒ Lone Cascade	Investment Fund	Self	$500K – $1.0M	None: —
Vanguard Total World Stock Index -VT	Mutual Funds	Self	$500K – $1.0M	Dividends: $5,001 – $15K
LDJ FAM INV LLC ⇒ Archipelago Partners LP	Investment Fund	Self	$250K – $500K	Partnership Income: $100K – $1.0M
LDJ FAM INV LLC ⇒ Engle Capital Partners, LP	Investment Fund	Self	$250K – $500K	Partnership Income: $5,001 – $15K
LDJ FAM INV LLC ⇒ Lakewood Capital Partners	Investment Fund	Self	$250K – $500K	Partnership Income: $15K – $50K
LDJ FAM INV LLC ⇒ Old Kings Capital	Investment Fund	Self	$250K – $500K	None: —
LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO	Mutual Funds	Self	$250K – $500K	Dividends: $15K – $50K
LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX	Mutual Funds	Self	$250K – $500K	Dividends: $15K – $50K
Vanguard S&P 500 Etf - VOO	Mutual Funds	Self	$250K – $500K	Dividends: $5,001 – $15K
LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI	Investment Fund	Self	$100K – $250K	Partnership Income: $15K – $50K
LDJ FAM INV LLC ⇒ AG Realty Fund X	Investment Fund	Self	$100K – $250K	Partnership Income: $15K – $50K
LDJ FAM INV LLC ⇒ Brighton Park Capital Fund	Investment Fund	Self	$100K – $250K	Partnership Income: $0 – $0
LDJ FAM INV LLC ⇒ Davidson Kempner Fund V	Investment Fund	Self	$100K – $250K	Partnership Income: $5,001 – $15K
LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP	Investment Fund	Self	$100K – $250K	Partnership Income: $0 – $0
LDJ FAM INV LLC ⇒ TrueBridge Fund V	Investment Fund	Self	$100K – $250K	Partnership Income: $5,001 – $15K
LDJ FAM INV LLC ⇒ TrueBridge Fund VI	Investment Fund	Self	$100K – $250K	Partnership Income: $1,001 – $2,500
LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV	Investment Fund	Self	$100K – $250K	Partnership Income: $15K – $50K
LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP	Investment Fund	Self	$100K – $250K	None: —
LDJ FAM INV LLC ⇒ Alternate ⇒ First American Treasury Oblig FD CL Y (cash held)	Bank Deposit	Self	$100K – $250K	Interest: $2,501 – $5,000
LDJ FAM INV LLC ⇒ Parametric ⇒ Apple Inc.	Corporate Securities	Self	$100K – $250K	Capital Gains: $1,001 – $2,500
LDJ FAM INV LLC ⇒ Parametric ⇒ Constellation Brands, Inc.	Corporate Securities	Self	$100K – $250K	Dividends: $1,001 – $2,500
LDJ FAM INV LLC ⇒ Parametric ⇒ Home Depot, Inc.	Corporate Securities	Self	$100K – $250K	Capital Gains, Dividends: $15K – $50K
LDJ FAM INV LLC ⇒ Parametric ⇒ Microsoft Corporation	Corporate Securities	Self	$100K – $250K	Dividends: $1,001 – $2,500
LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan Intl Value Fund Ins - APHKX	Mutual Funds	Self	$100K – $250K	Capital Gains, Dividends: $2,501 – $5,000

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Home Depot, Inc. (HD)

2021–2022 · $19K – $110K

5 trades

Cassava Sciences, Inc. (SAVA)

2022–2022 · $19K – $110K

5 trades

Tellurian Inc. (TELL)

2022–2022 · $5,005 – $75K

5 trades

Chevron Corporation (CVX)

2022–2022 · $5,005 – $75K

5 trades

Uranium Energy Corp. (UEC)

2022–2022 · $18K – $95K

4 trades

Gevo, Inc. (GEVO)

2022–2022 · $18K – $95K

4 trades

Civitas Resources, Inc. (CIVI)

2022–2022 · $18K – $95K

4 trades

Physicians Realty Trust Common Shares of Beneficial Interest (DOC)

2022–2022 · $18K – $95K

4 trades

Bank of America Corporation (BAC)

2021–2022 · $4,004 – $60K

4 trades

Centennial Resource Development, Inc. - Class A (CDEV)

2021–2022 · $4,004 – $60K

4 trades

Their latest 300 of 316 trades

Date	Asset	Trade	Owner	Amount	Days to report
2022-12-13	LDJ MGT CO LLC ⇒ Fidelity Intermediate Treasury Bond - FUAMX via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2022-12-12	LDJ FAM INV LLC ⇒ Parametric ⇒ Vaxcyte, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2022-12-12	LDJ FAM INV LLC ⇒ Parametric ⇒ International Seaways, Inc. via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2022-12-12	LDJ FAM INV LLC ⇒ Parametric ⇒ Archrock, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2022-12-12	LDJ FAM INV LLC ⇒ Parametric ⇒ Archrock, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2022-12-12	Vaxcyte, Inc. (PCVX) [ST] FAM INV LLC FAM INV LLC ⇒ GWK FAM INV LLC ⇒ Parametric via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Uranium Energy Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Tesla, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	39
2022-12-12	Tellurian Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	SpringWorks Therapeutics, Inc. - common stock via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Relmada Therapeutics, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Pioneer Natural Resources Company via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Physicians Realty Trust Common Shares of Beneficial Interest via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Pfizer, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	39
2022-12-12	Permian Resources Corporation Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	NetSTREIT Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	National Energy Services Reunited Corp. - Ordinary Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Meta Platforms, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Kura Oncology, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Krystal Biotech, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	KalVista Pharmaceuticals, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	JP Morgan Chase & Co. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	39
2022-12-12	International Seaways, Inc. Common Stock When Issued via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Inotiv, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Home Depot, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	39
2022-12-12	Helmerich & Payne, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	39
2022-12-12	Helix Energy Solutions Group, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Gevo, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	First Horizon Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Exxon Mobil Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Expro Group Holdings N.V. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Crescent Energy Company Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Coterra Energy Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Cogent Biosciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Claros Mortgage Trust, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Civitas Resources, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Chord Energy Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Chevron Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	39
2022-12-12	Cassava Sciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Brigham Minerals, Inc. Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Borr Drilling Limited Common Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	BioLife Solutions, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Berkshire Hathaway Inc. New via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Bank of America Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-12	Athira Pharma, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Archrock, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	39
2022-12-12	Anavex Life Sciences Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	39
2022-12-06	LDJ FAM INV LLC ⇒ Parametric ⇒ Louisiana ST 5.000% 3/01/31 via CL Trust	Purchase	Self	$15K – $50K	annual
2022-12-06	Louisiana ST 5.000% 3/01/31 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$15K – $50K	45
2022-11-15	LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 5.000% 5/15/33 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-11-15	San Antonio Tx 5.000% 5/15/33 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	27
2022-11-08	Vaxcyte, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Uranium Energy Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Tellurian, Inc via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Silvergate Capital Corporation Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Sabra Health Care REIT, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Relmada Therapeutics, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Plug Power, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Physicians Realty Trust Common Shares of Beneficial Interest via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Ocugen, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Kodiak Sciences Inc via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	JP Morgan Chase & Co. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Johnson & Johnson via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Home Depot, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	34
2022-11-08	Helmerich & Payne, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Helix Energy Solutions Group, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Health Sciences Acquisitions Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Gevo, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	FLEX LNG Ltd. Ordinary Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Exxon Mobil Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Enochian Biosciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Chevron Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Cassava Sciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	BioLife Solutions, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Berkshire Hathaway Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Bank of America Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	Atreca, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Athira Pharma, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	34
2022-11-08	Akero Therapeutics, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-11-08	AGNC Investment Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	34
2022-10-18	LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go 5.000% 10/01/29 via CL Trust	Purchase	Self	$1,001 – $15K	annual
2022-10-18	New York N Y Go 5.000% 10/01/29 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$1,001 – $15K	29
2022-10-12	Piedmont Lithium Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	JP Morgan Chase & Co. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	IVERIC bio, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Innovative Industrial Properties, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Exxon Mobil Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Expro Group Holdings N.V. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Civitas Resources, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Chevron Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Cassava Sciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Bank of America Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Anavex Life Sciences Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-12	Amylyx Pharmaceuticals, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	35
2022-10-07	Vertex Energy, Inc via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	40
2022-10-07	Tellurian Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	40
2022-10-07	Pfizer, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	40
2022-10-07	Broadmark Realty Capital Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	40
2022-10-07	AGNC Investment Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	40
2022-09-14	LDJ FAM INV LLC ⇒ GWK ⇒ New York ST 5.000% 6/15/27 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-09-14	New York ST 5.000% 6/15/27 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	34
2022-09-09	LDJ FAM INV LLC ⇒ GWK ⇒ Utility Debt Ny 5.000% 12/15/29 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-09-09	Utility Debt Ny 5.000% 12/15/29 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	39
2022-09-08	LDJ FAM INV LLC ⇒ GWK ⇒ Maine Mun Bd Bk 5.000% 9/01/27 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-09-08	LDJ FAM INV LLC ⇒ GWK ⇒ Harris Cnty Tx 5.000% 11/01/29 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-09-08	Maine Mun Bd Bk 5.000% 9/01/27 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	40
2022-09-08	Harris Cnty Tx 5.000% 11/01/29 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	40
2022-08-26	El Paso Tex Wtr & SW 5.000% 3/01/33 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$15K – $50K	31
2022-08-24	LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Urban 5.000% 3/15/27 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-08-24	New York ST Urban 5.000% 3/15/27 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	33
2022-07-22	LDJ FAM INV LLC ⇒ GWK ⇒ New York NY City 5.000% 6/15/30 via CL Trust	Purchase	Self	$15K – $50K	annual
2022-07-22	New York NY City 5.000% 6/15/30 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$15K – $50K	49
2022-07-18	Viatris Inc. - Common Stock When Issued via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Vertex Energy, Inc via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	United Bankshares, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Tesla, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Tellurian Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	SM Energy Company via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Silvergate Capital Corporation Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Scorpio Tankers Inc. Common Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Plug Power, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Physicians Realty Trust Common Shares of Beneficial Interest via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Pfizer, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Kodiak Sciences Inc via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Kite Realty Group Trust via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	IVERIC bio, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Inotiv, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Innovative Industrial Properties, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Home Depot, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	53
2022-07-18	Gevo, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	53
2022-07-18	Genco Shipping & Trading Limited via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	First Horizon Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Exxon Mobil Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Enochian Biosciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Earthstone Energy, Inc. Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Crescent Energy Company Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Civitas Resources, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Chevron Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Centennial Resource Development, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Cassava Sciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Athira Pharma, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	53
2022-07-18	Associated Banc-Corp via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-18	Antero Resources Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	53
2022-07-15	LDJ FAM INV LLC ⇒ Parametric ⇒ Massachusetts ST 5.000% 10/01/38 via CL Trust	Purchase	Self	$15K – $50K	annual
2022-07-15	Massachusetts ST 5.000% 10/01/38 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$15K – $50K	56
2022-07-14	LDJ FAM INV LLC ⇒ Parametric ⇒ New York Ny 5.000% 7/15/33 via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2022-07-14	LDJ FAM INV LLC ⇒ GWK ⇒ Virginia College 5.000% 2/01/29 via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2022-07-14	Virginia College 5.000% 2/01/29 [GS] FAM INV LLC FAM INV LLC ⇒ GWK FAM INV LLC ⇒ Parametri via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$50K – $100K	57
2022-07-14	New York Ny 5.000% 7/15/33 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$50K – $100K	57
2022-07-13	LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38 via CL Trust	Purchase	Self	$50K – $100K	annual
2022-07-13	LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx 5.000% 11/01/39 via CL Trust	Purchase	Self	$1,001 – $15K	annual
2022-07-13	San Antonio Tx 0.00001% 8/15/38 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$50K – $100K	58
2022-07-13	Dallas Ft Worth Tx 5.000% 11/01/39 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$15K – $50K	58
2022-07-11	LDJ FAM INV LLC ⇒ Parametric ⇒ Chevron Corporation via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2022-07-11	LDJ FAM INV LLC ⇒ Parametric ⇒ Central Puget Wa 5.000% 11/01/31 via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2022-07-11	Central Puget Wa 5.000% 11/01/31 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	60
2022-07-08	Triborough Brdg Ny 5.000% 5/15/37 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$50K – $100K	63
2022-07-06	LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina ST 5.000% 5/01/28 via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2022-07-06	North Carolina ST 5.000% 5/01/28 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$50K – $100K	65
2022-07-05	LDJ FAM INV LLC ⇒ Parametric ⇒ Minnesota ST 5.000% 8/01/31 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-07-05	LDJ Fam Inv LLC ⇒ GWK ⇒ Utah ST 5.000% 7/01/30 via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2022-07-05	Utah ST 5.000% 7/01/30 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$50K – $100K	66
2022-07-05	Minnesota ST 5.000% 8/01/31 via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$15K – $50K	66
2022-07-01	LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm 5.000% 2/15/38 via CL Trust	Purchase	Self	$50K – $100K	annual
2022-07-01	New York ST Dorm 5.000% 2/15/38 via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$50K – $100K	70
2022-06-30	LDJ FAM INV LLC ⇒ GWK ⇒ New York ST 5.000% via CL Trust	Purchase	Self	$250K – $500K	annual
2022-06-30	New York ST 5.000% via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$250K – $500K	28
2022-06-24	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation - VTIP via CL Trust	Purchase	Self	$100K – $250K	annual
2022-06-24	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term Treasury - VGIT via CL Trust	Purchase	Self	$100K – $250K	annual
2022-06-22	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX via CL Trust	Sale (Partial)	Self	$100K – $250K	annual
2022-06-22	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ US Treasury Note via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2022-06-22	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Fidelity Intermediate Treasury Bond - FUAMX via CL Trust	Sale (Partial)	Self	$15K – $50K	annual
2022-06-21	LDJ FAM INV LLC ⇒ Operations ⇒ United Security Bancshares, Inc. via CL Trust	Purchase	Self	$15K – $50K	annual
2022-06-21	Viatris Inc. - Common Stock When Issued via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	37
2022-06-21	United Bankshares, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	The Necessity Retail REIT, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Scorpio Tankers Inc. Common Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	37
2022-06-21	Sabra Health Care REIT, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Physicians Realty Trust Common Shares of Beneficial Interest via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	OceanFirst Financial Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Northwest Bancshares, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Kite Realty Group Trust via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Innovative Industrial Properties, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Genco Shipping & Trading Limited via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	First Horizon Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	F.N.B. Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Coterra Energy Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Civitas Resources, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Cassava Sciences, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	37
2022-06-21	Broadmark Realty Capital Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	37
2022-06-21	AGNC Investment Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	37
2022-06-16	Viatris Inc. - Common Stock When Issued via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Uranium Energy Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$15K – $50K	42
2022-06-16	Tellurian Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Redwood Trust, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Ready Capital Corproation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Ready Capital Corproation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Patterson-UTI Energy, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$15K – $50K	42
2022-06-16	Ocugen, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Nordic American Tankers Limited via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	NexTier Oilfield Solutions Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$15K – $50K	42
2022-06-16	Nabors Industries Ltd. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$15K – $50K	42
2022-06-16	Macerich Company via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Kosmos Energy Ltd. Common Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$15K – $50K	42
2022-06-16	Home Depot, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$15K – $50K	42
2022-06-16	Gevo, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Genco Shipping & Trading Limited Ordinary Shares New via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	42
2022-06-16	Expedia Group, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Energy Fuels Inc Ordinary Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Centennial Resource Development, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Callon Petroleum Company via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Block, Inc. Class A Common Stock via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Axsome Therapeutics, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Atreca, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$15K – $50K	42
2022-06-16	Associated Banc-Corp via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	42
2022-06-16	Anaplan, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-06-16	Allakos Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	42
2022-06-16	ACADIA Pharmaceuticals Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	42
2022-05-17	LDJ FAM INV LLC ⇒ GWK ⇒ New York City NY 5.000% via CL Trust	Sale (Full)	Self	$100K – $250K	annual
2022-05-17	New York City NY 5.000% via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$100K – $250K	37
2022-05-12	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan International Value Fund - ARTKX via CL Trust	Purchase	Self	$100K – $250K	annual
2022-05-10	LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST 5.000% via CL Trust	Purchase	Self	$250K – $500K	annual
2022-05-10	Washington ST 5.000% via CL Trust > LDJ Fam Inv LLC > GWK	Purchase	Self	$250K – $500K	44
2022-05-09	LDJ FAM INV LLC ⇒ GWK ⇒ New York City NY 5.000% via CL Trust	Sale (Full)	Self	$100K – $250K	annual
2022-05-09	New York City NY 5.000% via CL Trust > LDJ Fam Inv LLC > GWK	Sale (Full)	Self	$100K – $250K	45
2022-04-11	LDJ FAM INV LLC ⇒ Parametric ⇒ Uber Technologies, Inc. via CL Trust	Purchase	Self	$1,001 – $15K	annual
2022-04-11	Zillow Group, Inc. - Class C Capital Stock via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	38
2022-04-11	Wynn Resorts, Limited via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	38
2022-04-11	Walt Disney Company via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Partial)	Self	$1,001 – $15K	38
2022-04-11	Uranium Energy Corp. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Uber Technologies, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	38
2022-04-11	Tellurian Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	SM Energy Company via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Peloton Interactive, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	38
2022-04-11	Patterson-UTI Energy, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	NexTier Oilfield Solutions Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Nabors Industries Ltd. via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Kosmos Energy Ltd. Common Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Energy Fuels Inc Ordinary Shares via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Centennial Resource Development, Inc. - Class A via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Callon Petroleum Company via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Antero Resources Corporation via CL TRUST > LDJ FAM INV LLC > Parametric	Purchase	Self	$1,001 – $15K	38
2022-04-11	Anaplan, Inc. via CL TRUST > LDJ FAM INV LLC > Parametric	Sale (Full)	Self	$1,001 – $15K	38
2022-03-31	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ US Treasury Note via CL Trust	Sale (Partial)	Self	$15K – $50K	annual
2022-02-25	LDJ FAM INV LLC ⇒ Parametric ⇒ New York ST 5.000% 3/15/27 via CL Trust	Purchase	Self	$15K – $50K	annual
2022-02-17	LDJ FAM INV LLC ⇒ GWK ⇒ New York St 5.000% 7/01/22 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2022-02-15	LDJ FAM INV LLC ⇒ Parametric ⇒ Advanced Micro Devices, Inc. via CL Trust	Exchange	Self	$1,001 – $15K	annual
2022-02-04	LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny 5.000% 6/15/27 via CL Trust	Purchase	Self	$15K – $50K	annual
2022-01-31	LDJ FAM INV LLC ⇒ Parametric ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28 via CL Trust	Purchase	Self	$15K – $50K	annual
2022-01-31	LDJ Fam Inv LLC ⇒ GWK ⇒ Univ of Michigan Mi Var RT 04/01/2036 DD 03/01/12 via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2022-01-31	LDJ Fam Inv LLC ⇒ GWK ⇒ Massachusetts ST HLTH & Eductn Var RT 07/01/2035 DD 06/01/00 via CL Trust	Sale (Full)	Self	$50K – $100K	annual
2021-10-20	LDJ FAM INV LLC ⇒ GWK ⇒ Central Puget Wa 5.000% 11/01/31 via CL Trust	Purchase	Self	$15K – $50K	annual
2021-09-30	LDJ Fam Inv LLC ⇒ Tres/intl ⇒ Vanguard Inflat Protect-Adm via CL Trust	Purchase	Self	$1,001 – $15K	annual
2021-09-22	LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Dorm Auth Revenues 5.000% 07/01/2026 DD 04/22/15 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2021-08-05	LDJ Fam Inv LLC ⇒ GWK ⇒ New York City NY Transitional 5.000% 11/01/2027 DD 08/17/21 via CL Trust	Purchase	Self	$15K – $50K	annual
2021-08-03	LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Ta 5.000% 03/15/2026 DD 09/29/16 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2021-07-16	LDJ Fam Inv LLC ⇒ GWK ⇒ New York City NY Transitional 5.000% 07/15/2033 DD 07/22/21 via CL Trust	Purchase	Self	$50K – $100K	annual
2021-07-15	LDJ Fam Inv LLC ⇒ GWK ⇒ Sales Tax Asset Receivable Cor 5.000% 10/15/2026 DD 10/15/14 via CL Trust	Purchase	Self	$15K – $50K	annual
2021-07-15	LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Thruway Auth 5.000% 01/01/2025 DD 02/06/14 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2021-07-12	LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Fidelity Treasury Bond via CL Trust	Purchase	Self	$50K – $100K	annual
2021-07-01	LDJ Fam Inv LLC ⇒ Tres/intl ⇒ Vanguard Inflat Protect-Adm via CL Trust	Purchase	Self	$100K – $250K	annual
2021-07-01	LDJ FAM INV LLC ⇒ Parametric ⇒ DT Midstream, Inc. via CL Trust	Exchange	Self	$1,001 – $15K	annual
2021-06-30	LDJ Fam Inv LLC ⇒ Tres/intl ⇒ Vanguard Inflat Protect-Adm via CL Trust	Purchase	Self	$1,001 – $15K	annual
2021-06-29	Centennial Resource Development, Inc. - Class A	Purchase	Self	$1,001 – $15K	45
2021-06-29	Aquabounty Technologies, Inc.	Purchase	Self	$1,001 – $15K	45
2021-06-23	LDJ Fam Inv LLC ⇒ GWK ⇒ San Antonio TX WTR Revenue 5.000% 05/15/2033 DD 07/13/21 via CL Trust	Purchase	Self	$15K – $50K	annual
2021-06-18	LDJ Fam Inv LLC ⇒ GWK ⇒ California ST 5.000% 03/01/2026 DD 03/18/15 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2021-05-26	LDJ FAM INV LLC ⇒ Parametric ⇒ FBL Financial Group, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-04-15	LDJ FAM INV LLC ⇒ Parametric ⇒ Varian Medical Systems, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-19	LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Perso 5.000% 03/15/2034 DD 03/25/21 via CL Trust	Purchase	Self	$50K – $100K	annual
2021-03-17	LDJ Fam Inv LLC ⇒ GWK ⇒ New York City NY Transitional 5.000% 11/01/2025 DD 11/05/15 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2021-03-16	Vanguard Tot World STK ETF via US Bank CLJ MF Acct	Purchase	Self	$50K – $100K	annual
2021-03-09	iShares Core US REIT ETF via US Bank CLJ MF Acct	Sale (Full)	Self	$50K – $100K	annual
2021-02-05	LDJ Fam Inv LLC ⇒ GWK ⇒ Nassau CNTY NY Interim Fin Aut 4.000% 11/15/2033 DD 02/17/21 via CL Trust	Purchase	Self	$50K – $100K	annual
2021-02-03	LDJ Fam Inv LLC ⇒ GWK ⇒ Utah ST 5.000% 07/01/2030 DD 02/27/20 via CL Trust	Purchase	Self	$50K – $100K	annual
2021-02-01	LDJ Fam Inv LLC ⇒ GWK ⇒ Virginia ST CLG BLDG Auth Educ 5.000% 02/01/2029 DD 12/21/17 via CL Trust	Purchase	Self	$50K – $100K	annual
2021-01-21	LDJ Fam Inv LLC ⇒ GWK ⇒ Port Auth of New York & New Je 5.000% 07/15/2032 DD 02/05/21 via CL Trust	Purchase	Self	$15K – $50K	annual
2021-01-19	LDJ Fam Inv LLC ⇒ GWK ⇒ Monroe CNTY NY Indl Dev Corp R 5.000% 07/01/2025 DD 06/24/15 via CL Trust	Sale (Full)	Self	$15K – $50K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Walmart Inc. via CL Trust	Sale (Partial)	Self	$15K – $50K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ V.F. Corporation via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ UnitedHealth Group Incorporated Common Stock via CL Trust	Sale (Partial)	Self	$15K – $50K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Truist Financial Corporation via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ State Street Corporation via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Sorrento Therapeutics, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Reata Pharmaceuticals, Inc. - Class A via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Public Storage via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Prudential Financial, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Procter & Gamble Company via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Motorola Solutions, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ McDonald's Corporation via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ M&T Bank Corporation via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ L Brands, Inc. via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Johnson & Johnson via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ International Business Machines Corporation via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Hormel Foods Corporation via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Home Depot, Inc. via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Ford Motor Company via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Ecolab Inc. via CL Trust	Sale (Partial)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ ConocoPhillips via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual
2021-01-04	LDJ FAM INV LLC ⇒ Parametric ⇒ Compass Minerals Intl Inc via CL Trust	Sale (Full)	Self	$1,001 – $15K	annual

What their office spends

What Jacobs's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $363,379 over the last 4 quarters, 84% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q3 '23	$0	$0	$0	$0	$373	$373
Q2 '23	$0	$0	$0	$0	$17	$17
Q1 '23	$5,237	$4,502	$2,176	$17	$13,080	$25,012
Q4 '22	$300,654	$7,270	$16,672	$439	$12,942	$337,978
Q3 '22	$231,711	$8,473	$27,893	$10,461	$9,248	$287,787
Q2 '22	$228,524	$12,083	$25,007	$55,057	$19,268	$339,939
Q1 '22	$220,674	$5,848	$24,637	$20,653	$59,778	$331,590
Q4 '21	$233,317	$10,008	$31,933	$43,739	$9,537	$328,533
Q2 '21	$192,375	$9,278	$29,283	$623	$17,205	$248,764
Q1 '21	$202,092	$7,224	$17,340	$33,433	$52,892	$312,981

Private funds

128private funds, LLCs and trusts with no ticker

0file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

No public filing

Avalon Development, LLC

held from 2021

$15.0M

CL Trust

trades went through it

$3.9M

CL Trust > LDJ Fam Inv LLC > GWK

trades went through it

$2.1M

LDJ FAM INV LLC ⇒ Archipelago Partners

held from 2021

$750K

LDJ FAM INV LLC ⇒ Lakewood Capital Partners

held from 2021

$750K

LDJ FAM INV LLC ⇒ Lone Cascade

held from 2021

$750K

LDJ FAM INV LLC ⇒ Old Kings Capital

held from 2021

$750K

LDJ FAM INV LLC ⇒ The Sanderson International Value Fund

held from 2021

$750K

LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI

held from 2021

$375K

LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX

held from 2021

$375K

LDJ FAM INV LLC ⇒ Engle Capital Partners LP

held from 2021

$375K

LDJ FAM INV LLC ⇒ GWK ⇒ New York ST 5.000%

1 trades

$375K

All 128, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	They bought	Traded	Held
Avalon Development, LLC	held 2021		$5.0M – $25.0M
CL Trust trades went through it	2021-01-21	$2.3M – $5.5M
CL Trust > LDJ Fam Inv LLC > GWK trades went through it	2022-05-10	$1.2M – $2.9M
LDJ FAM INV LLC ⇒ Archipelago Partners	held 2021		$500K – $1.0M
LDJ FAM INV LLC ⇒ Lakewood Capital Partners	held 2021		$500K – $1.0M
LDJ FAM INV LLC ⇒ Lone Cascade	held 2021		$500K – $1.0M
LDJ FAM INV LLC ⇒ Old Kings Capital	held 2021		$500K – $1.0M
LDJ FAM INV LLC ⇒ The Sanderson International Value Fund	held 2021		$500K – $1.0M
LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI	held 2021		$250K – $500K
LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX	held 2021		$250K – $500K
LDJ FAM INV LLC ⇒ Engle Capital Partners LP	held 2021		$250K – $500K
LDJ FAM INV LLC ⇒ GWK ⇒ New York ST 5.000%	2022-06-30	$250K – $500K
LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST 5.000%	2022-05-10	$250K – $500K
LDJ FAM INV LLC ⇒ TrueBridge Capital Partners V	held 2021		$250K – $500K
LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV	held 2021		$250K – $500K
LDJ MGT CO LLC ⇒ LDJ Family Inv LLC	held 2021		$250K – $500K
LDJ FAM INV LLC ⇒ GWK ⇒ New York City NY 5.000%		$200K – $500K
LDJ FAM INV LLC ⇒ AG Realty Fund IX	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ AG Realty Fund X	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Aberdeen Global Partners	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Aberdeen Venture Partners VII	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Brighton Park Capital Fund	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Davidson Kempner Fund V	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Davidson Kempner LT DO III	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ First American Treasury Oblig FD CL Y (cash held)	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP	held 2023		$100K – $250K
LDJ FAM INV LLC ⇒ Oak Hill advisors Strategic Credit Fund II LP	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term Treasury - VGIT	2022-06-24	$100K – $250K
LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation - VTIP	2022-06-24	$100K – $250K
LDJ FAM INV LLC ⇒ TrueBridge Capital Partners VI	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ TrueBridge Direct Fund II	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ TrueBridge Fund V	held 2023		$100K – $250K
LDJ FAM INV LLC ⇒ TrueBridge Fund VI	held 2023		$100K – $250K
LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP	held 2021		$100K – $250K
LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners VI	held 2021		$100K – $250K
LDJ TR Alt Inv Part ⇒ Map 1998-A	held 2021		$100K – $250K
LDJ TR ALT INV PART ⇒ Thunder Bay Partners LP	held 2021		$100K – $250K
LDJ FAM INV LLC ⇒ Tres/Intl ⇒ US Treasury Note		$65K – $150K
LDJ FAM INV LLC ⇒ Aberdeen Private Equity IV	held 2021		$50K – $100K
LDJ FAM INV LLC ⇒ Bain Capital RE Fund II-A	held 2023		$50K – $100K
LDJ FAM INV LLC ⇒ Coatue Growth Fund V LLP	held 2021		$50K – $100K
LDJ FAM INV LLC ⇒ Coatue Opportunity Fund	held 2021		$50K – $100K
LDJ FAM INV LLC ⇒ Davidson Kempner Long Term Distressed Opportunities Fund III	held 2023		$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ Massachusetts ST HLTH & Eductn Var RT 07/01/2035 DD 06/01/00		$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ Nassau CNTY NY Interim Fin Aut 4.000% 11/15/2033 DD 02/17/21	2021-02-05	$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York City NY Transitional 5.000% 07/15/2033 DD 07/22/21	2021-07-16	$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Perso 5.000% 03/15/2034 DD 03/25/21	2021-03-19	$50K – $100K
LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm 5.000% 2/15/38	2022-07-01	$50K – $100K
LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina ST 5.000% 5/01/28		$50K – $100K
LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38	2022-07-13	$50K – $100K
LDJ FAM INV LLC ⇒ GWK ⇒ Triborough Brdg Ny 5.000% 5/15/37	2022-07-08	$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ Univ of Michigan Mi Var RT 04/01/2036 DD 03/01/12		$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ Utah ST 5.000% 07/01/2030 DD 02/27/20	2021-02-03	$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ Utah ST 5.000% 7/01/30		$50K – $100K
LDJ Fam Inv LLC ⇒ GWK ⇒ Virginia ST CLG BLDG Auth Educ 5.000% 02/01/2029 DD 12/21/17	2021-02-01	$50K – $100K
LDJ FAM INV LLC ⇒ GWK ⇒ Virginia College 5.000% 2/01/29		$50K – $100K
LDJ FAM INV LLC ⇒ Ironsides Co-Investment Fund VI	held 2021		$50K – $100K
LDJ FAM INV LLC ⇒ Oak Hill Advisor	held 2023		$50K – $100K
LDJ FAM INV LLC ⇒ Parametric ⇒ New York Ny 5.000% 7/15/33		$50K – $100K
LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VI	held 2023		$50K – $100K
LDJ FAM INV LLC ⇒ Wheelock Street Real Estate VI	held 2021		$50K – $100K
LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners V	held 2021		$50K – $100K
LDJ TR ALT INV PART ⇒ MAP Heritage	held 2023		$50K – $100K
LDJ TR Alt Inv Part ⇒ Map 2003	held 2021		$50K – $100K
North Carolina ST LTD Oblig 5.000% 05/01/2028 DD 11/12/20	2020-10-28	$50K – $100K
Virginia College 5.000% 2/01/29 [GS] FAM INV LLC FAM INV LLC ⇒ GWK FAM INV LLC ⇒ Parametri		$50K – $100K
LDJ FAM INV LLC ⇒ Aberdeen International Partners II	held 2021		$15K – $50K
LDJ FAM INV LLC ⇒ Bain Capital Real Estate Fund II, LP	held 2021		$15K – $50K
LDJ FAM INV LLC ⇒ Brighton Park Capital Fund II	held 2023		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ California ST 5.000% 03/01/2026 DD 03/18/15		$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ Central Puget Wa 5.000% 11/01/31	2021-10-20	$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ El Paso Tex Wtr & SW 5.000% 3/01/33	2022-08-26	$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ Harris Cnty Tx 5.000% 11/01/29		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ Monroe CNTY NY Indl Dev Corp R 5.000% 07/01/2025 DD 06/24/15		$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ Maine Mun Bd Bk 5.000% 9/01/27		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York City NY Transitional 5.000% 11/01/2025 DD 11/05/15		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York City NY Transitional 5.000% 11/01/2027 DD 08/17/21	2021-08-05	$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Dorm Auth Revenues 5.000% 07/01/2026 DD 04/22/15		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Ta 5.000% 03/15/2026 DD 09/29/16		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ New York ST Thruway Auth 5.000% 01/01/2025 DD 02/06/14		$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ New York NY City 5.000% 6/15/30	2022-07-22	$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny 5.000% 6/15/27	2022-02-04	$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ New York ST 5.000% 6/15/27		$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Urban 5.000% 3/15/27		$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ New York St 5.000% 7/01/22		$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ Port Auth of New York & New Je 5.000% 07/15/2032 DD 02/05/21	2021-01-21	$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ Sales Tax Asset Receivable Cor 5.000% 10/15/2026 DD 10/15/14	2021-07-15	$15K – $50K
LDJ Fam Inv LLC ⇒ GWK ⇒ San Antonio TX WTR Revenue 5.000% 05/15/2033 DD 07/13/21	2021-06-23	$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 5.000% 5/15/33		$15K – $50K
LDJ FAM INV LLC ⇒ GWK ⇒ Utility Debt Ny 5.000% 12/15/29		$15K – $50K
LDJ FAM INV LLC ⇒ MAP Heritage Fund	held 2023		$15K – $50K
LDJ Fam Inv LLC ⇒ Map 2012	held 2021		$15K – $50K
LDJ FAM INV LLC ⇒ Parametric ⇒ Louisiana ST 5.000% 3/01/31	2022-12-06	$15K – $50K
LDJ FAM INV LLC ⇒ Parametric ⇒ Massachusetts ST 5.000% 10/01/38	2022-07-15	$15K – $50K
LDJ FAM INV LLC ⇒ Parametric ⇒ Minnesota ST 5.000% 8/01/31		$15K – $50K
LDJ FAM INV LLC ⇒ Parametric ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28	2022-01-31	$15K – $50K
LDJ FAM INV LLC ⇒ Parametric ⇒ New York ST 5.000% 3/15/27	2022-02-25	$15K – $50K
LDJ FAM INV LLC ⇒ Park Street Capital	held 2021		$15K – $50K
LDJ FAM INV LLC ⇒ Siguler Guff Bric II	held 2021		$15K – $50K
LDJ FAM INV LLC ⇒ TrueBridge Direct Fund III, LP	held 2023		$15K – $50K
LDJ FAM INV LLC ⇒ TrueBridge Fund VII	held 2023		$15K – $50K
LDJ FAM INV LLC ⇒ TrueBridge Global Premier	held 2023		$15K – $50K
LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VII	held 2023		$15K – $50K
LDJ TR ALT INV PART ⇒ Aberdeen International Partners	held 2021		$15K – $50K
LDJ TR ALT INV PART ⇒ Aberdeen Private Equity III	held 2021		$15K – $50K
LDJ TR Alt Inv Part ⇒ Map 2000 LP	held 2021		$15K – $50K
LDJ TR Alt Inv Part ⇒ Map 2004	held 2021		$15K – $50K
LDJ TR Alt Inv Part ⇒ Map 2006	held 2021		$15K – $50K
LDJ TR ALT INV PART ⇒ Vessel Ventures LLC	held 2021		$15K – $50K
CL TRUST > LDJ FAM INV LLC > Parametric trades went through it		$1,001 – $15K
LDJ FAM INV LLC ⇒ AG Realty XI	held 2023		$1,001 – $15K
LDJ FAM INV LLC ⇒ Adamas Opportunities LP	held 2021		$1,001 – $15K
LDJ FAM INV LLC ⇒ Adamas Partners LP	held 2021		$1,001 – $15K
LDJ FAM INV LLC ⇒ BGO (Formerly Metropolitan Real Estate Partners International) II	held 2021		$1,001 – $15K
LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx 5.000% 11/01/39	2022-07-13	$1,001 – $15K
LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go 5.000% 10/01/29	2022-10-18	$1,001 – $15K
LDJ FAM INV LLC ⇒ Ironsides Partnership Fund VI	held 2021		$1,001 – $15K
LDJ FAM INV LLC ⇒ Parametric ⇒ Central Puget Wa 5.000% 11/01/31		$1,001 – $15K
LDJ FAM INV LLC ⇒ Siguler Guff Distressed Opportunity III	held 2021		$1,001 – $15K
LDJ FAM INV LLC ⇒ TrueBridge Capital Partners VII	held 2021		$1,001 – $15K
LDJ TR ALT INV PART ⇒ BGO (Metropolitan Real Estate Partners International) IV	held 2021		$1,001 – $15K
LDJ TR ALT INV PART ⇒ Chisholm Fund Partners	held 2023		$1,001 – $15K
LDJ TR ALT INV PART ⇒ New Test Ventures LLC	held 2021		$1,001 – $15K
LDJ TR ALT INV PART ⇒ Siguler Guff Bric Opportunities	held 2021		$1,001 – $15K
LDJ TR ALT INV PART ⇒ TRG Forestry Fund	held 2021		$1,001 – $15K
MS ST MSTR TEN LLC ⇒ MI ST DEV LLC ⇒ Cobblestone Fitness, LLC	held 2021		$1,001 – $15K
Vaxcyte, Inc. (PCVX) [ST] FAM INV LLC FAM INV LLC ⇒ GWK FAM INV LLC ⇒ Parametric		$1,001 – $15K
LDJ TR ALT INV PART ⇒ Chisholm FD Partners	held 2021		$1 – $1,000

How their trades did

Each of Jacobs's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 150 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.

the same trades on other days (95% of the time)
their average against the market

-5.0%-2.5%0+2.5%+5.0%

30 days later

150 trades · 48% beat the market

+1.1%

90 days later

150 trades · 48% beat the market

-0.0%

Before the public knew: between trading and first reporting a trade (a median of 39 days; 15% of them reported late), their trades moved +2.2% against the market, where the same trades on other days give -2.6% to +3.7%. Copying each on the day it was reported would have earned -0.7% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Jun 29, 2021: -14.0% a year against the S&P 500's 12.7%; copying the reports, -16.8%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Their trades
Copying the reports
S&P 500

Best timed

Bought Axsome Therapeutics, Inc. (AXSM) 2022-06-16 · $15K – $50K · +84.1% against the market in 30 days, +182.4% in 90
Bought Plug Power, Inc. (PLUG) 2022-07-18 · $1,001 – $15K · +61.7% against the market in 30 days, +17.0% in 90
Sold Peloton Interactive, Inc. (PTON) 2022-04-11 · $1,001 – $15K · +38.2% against the market in 30 days, +50.8% in 90

Worst timed

Bought Relmada Therapeutics, Inc. (RLMD) 2022-11-08 · $1,001 – $15K · -67.6% against the market in 30 days, -39.6% in 90
Bought Energy Fuels Inc (UUUU) 2022-04-11 · $1,001 – $15K · -32.9% against the market in 30 days, -34.0% in 90
Bought Uranium Energy Corp. (UEC) 2022-04-11 · $1,001 – $15K · -32.3% against the market in 30 days, -30.0% in 90

Financial disclosures

25 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Nov 14, 2023	Annual Report (amendment) for 2023	219
May 2, 2023	Termination Report for 2023	219
Jan 20, 2023	Periodic Transaction Report	43
Jan 11, 2023	Extension for 2023	—
Dec 12, 2022	Periodic Transaction Report	30
Nov 16, 2022	Periodic Transaction Report	18
Oct 18, 2022	Periodic Transaction Report	4
Sep 26, 2022	Periodic Transaction Report	2
Sep 9, 2022	Periodic Transaction Report	43
Aug 22, 2022	Annual Report for 2021	57
Jul 28, 2022	Periodic Transaction Report	46
Jun 23, 2022	Periodic Transaction Report	3
May 19, 2022	Periodic Transaction Report	17
May 10, 2022	Extension for 2021	—
Mar 18, 2022	Periodic Transaction Report	0
Feb 18, 2022	Periodic Transaction Report	0
Dec 2, 2021	Periodic Transaction Report	0
Oct 25, 2021	Periodic Transaction Report	0
Sep 14, 2021	Periodic Transaction Report	0
Sep 3, 2021	Periodic Transaction Report	0
Aug 13, 2021	Periodic Transaction Report	10
Jul 8, 2021	Periodic Transaction Report	0
Jun 1, 2021	Periodic Transaction Report	0
Feb 17, 2021	Periodic Transaction Report	0
Feb 10, 2021	Periodic Transaction Report	0