Trading rose 95% in the last two quarters
121 trades made in Q3 '22 and Q4 '22, against 62 in Q1 '22 and Q2 '22. Recent quarters can still grow as late reports arrive.
Christopher L. Jacobs (NY-27) disclosed a net worth range between -$15M and $36.6M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
121 trades made in Q3 '22 and Q4 '22, against 62 in Q1 '22 and Q2 '22. Recent quarters can still grow as late reports arrive.
Those 207 trades carry about 55% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 40 days after it was made, and 53 of 246 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2023-11-14 | -$15M – $36.6M |
| 2021 | 2022-08-22 | -$4.5M – $49.9M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-12-12 | AVXL ST · Anavex Life Sciences Corp. (AVXL) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | AROC ST · Archrock, Inc. (AROC) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | ATHA ST · Athira Pharma, Inc. (ATHA) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | BAC ST · Bank of America Corporation (BAC) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | BLFS ST · BioLife Solutions, Inc. (BLFS) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | BORR ST · Borr Drilling Limited Common Shares (BORR) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | MNRL ST · Brigham Minerals, Inc. Class A (MNRL) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | SAVA ST · Cassava Sciences, Inc. (SAVA) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CVX ST · Chevron Corporation (CVX) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CHRD ST · Chord Energy Corporation (CHRD) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CIVI ST · Civitas Resources, Inc. (CIVI) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CMTG ST · Claros Mortgage Trust, Inc. (CMTG) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | COGT ST · Cogent Biosciences, Inc. (COGT) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CTRA ST · Coterra Energy Inc. (CTRA) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CRGY ST · Crescent Energy Company Class A (CRGY) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | XPRO ST · Expro Group Holdings N.V. (XPRO) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | XOM ST · Exxon Mobil Corporation (XOM) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | FHN ST · First Horizon Corporation (FHN) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | GEVO ST · Gevo, Inc. (GEVO) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | HLX ST · Helix Energy Solutions Group, Inc. (HLX) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | HP ST · Helmerich & Payne, Inc. (HP) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | HD ST · Home Depot, Inc. (HD) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | NOTV ST · Inotiv, Inc. (NOTV) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | INSWV ST · International Seaways, Inc. Common Stock When Issued (INSW.V) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-22. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-22). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| NAT | 16,667 | $125.7K | 13.4% |
| OCGN | 11,789 | $9.3K | 1.0% |
| GEVO | 9,911 | $11.3K | 1.2% |
| RC | 5,783 | $5.8K | 0.6% |
| RWT | 4,801 | $15K | 1.6% |
| MAC | 3,619 | $86.7K | 9.2% |
| FNB | 2,979 | $54.2K | 5.8% |
| NWBI | 2,586 | $39.9K | 4.3% |
| BORR | 1,891 | $7.7K | 0.8% |
| OCFC | 1,706 | $28.4K | 3.0% |
| SBRA | 1,678 | $32.9K | 3.5% |
| AXSM | 1,495 | $233.3K | 24.8% |
| FHN | 1,473 | $34.7K | 3.7% |
| KRG | 1,407 | $34.9K | 3.7% |
| FLNA | 1,066 | $696 | 0.1% |
| AROC | 957 | $27.2K | 2.9% |
| UBSI | 704 | $34.1K | 3.6% |
| AGNC | 664 | $5.9K | 0.6% |
| COGT | 661 | $20.7K | 2.2% |
| KURA | 607 | $6K | 0.6% |
| PR | 559 | $13.6K | 1.5% |
| CMTG | 459 | $555 | 0.1% |
| ASB | 437 | $13K | 1.4% |
| NTST | 415 | $7.1K | 0.8% |
| GNK | 394 | $9.8K | 1.0% |
| IIPR | 298 | $16.3K | 1.7% |
| AMLX | 238 | $6.8K | 0.7% |
| FLNG | 231 | $6.4K | 0.7% |
| KRYS | 112 | $35.7K | 3.8% |
| CHRD | 60 | $9K | 1.0% |
| JPM | 19 | $6.3K | 0.7% |
| AR | 6 | $246 | 0.0% |
The assets Christopher L. Jacobs itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Showing the 100 largest of 276 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Avalon Development, LLC | OL | — | $5M - $25M |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lone Cascade | HE | — | $500K - $1M |
| US Bank CLJ MF Acct ⇒ Vanguard Total World Stock Index -VT | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Archipelago Partners LP | HE |
$100K - $1M
Partnership Income
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Engle Capital Partners, LP | HE |
$5K - $15K
Partnership Income
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lakewood Capital Partners | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Old Kings Capital | HE | — | $250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO | EF |
$15K - $50K
Dividends
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX | MF |
$15K - $50K
Dividends
|
$250K - $500K |
| US Bank CLJ MF Acct ⇒ Vanguard S&P 500 Etf - VOO | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund X | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Alternate ⇒ First American Treasury Oblig FD CL Y (cash held) | BA |
$2.5K - $5K
Interest
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund | HE |
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund V | HE |
$5K - $15K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP | HE |
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Apple Inc. (AAPL) | ST |
$1K - $2.5K
Capital Gains
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Constellation Brands, Inc. (STZ) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Home Depot, Inc. (HD) | ST |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan Intl Value Fund Ins - APHKX | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term ETF - VGIT | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation ETF - VTIP | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund V | HE |
$5K - $15K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VI | HE |
$1K - $2.5K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP | HE | — | $100K - $250K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Thunder Bay Partners LP | HE | — | $100K - $250K |
| Gold Maple Leaf Coins | CO | — | $100K - $250K |
| US Bank CLJ MF Acct ⇒ Dodge & Cox International Stock Fund -DODFX | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| US Bank CLJ MF Acct ⇒ Fpa Crescent Portfolio Cl I - FPACX | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund IX | HE |
$5K - $15K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners VII | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Bain Capital RE Fund II-A | HE |
$1K - $2.5K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Coatue Opportunity Fund | HE |
$1 - $200
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Long Term Distressed Opportunities Fund III | HE |
$5K - $15K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Dedicated Tax 5.000 11/15/2029 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Nassau Cnty Ny Interim Fin Auth 4.000 11/15/2033 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds Fiscal 5.000 10/01/2029 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers Income 5.000 02/15/2038 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38 | GS | — | $50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Triborough Brdg Tunl Auth Ny 5.000 05/15/2037 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Ironsides Co-Investment Fund VI | HE |
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Oak Hill Advisor | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Operations ⇒ First American Treasury Oblig FD CL Y (cash held) | BA |
$2.5K - $5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nike, Inc. (NKE) | ST |
$201 - $1K
Capital Gains
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse All World Ex US Index - VEU | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund II, LP | HE |
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VI | HE |
$2.5K - $5K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ MGT CO LLC ⇒ Fidelity Intermediate Treasury Bond - FUAMX | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners VI | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ First American Treasury Oblig FD CL Y (cash held) | BA |
$5K - $15K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ MAP Heritage | HE |
$50K - $100K
Partnership Income
|
$50K - $100K |
| US Bank CLJ MF Acct ⇒ Ishares Msci Emerging Markets -EEM | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| US Bank CLJ Personal ⇒ US Bank - First American Treasury Oblig. (cash held) | BA |
$2.5K - $5K
Interest
|
$50K - $100K |
| Vanguard Roth IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX | MF |
Tax-Deferred
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Global Partners | HE |
$5K - $15K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen International Partners II | HE |
$1K - $2.5K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity IV | HE |
$15K - $50K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund II | HE |
$1 - $200
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ California ST Ref Various Purpose 5.000 04/01/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx Intl Arpt Rev -5.000 11/01/2039 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ District Columbia Go and Ref Bds E 5.000 06/01/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ El Paso Tex Wtr & Swr Rev Impt Ref Bds 5.0000% 3/1/2033 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Iowa ST Spl Oblig Ref Bds 2019 A 5.000 06/01/2031 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Louisiana ST 5.000% 3/01/31 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Lower Colo Riv Auth Tex Transmission 5.000 05/15/2028 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Massachusetts ST Dev Fin Agy Rev Bds 5.000 10/01/2038 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue 5.000 11/15/2030 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue Ref - 5.000 11/15/2029 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York City Ny Transitional Fin 5.000 08/01/2034 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y City Mun Wtr Fin Auth 5.000 06/15/2030 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds 2021 C 5.000 08/01/2034 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Mun Wtr Fin Auth 5% 6/15/27 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 07/15/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 11/01/2027 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny Ser B1 5.000 12/01/2030 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers - 5.000 03/15/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers 5.000 03/15/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Tax Re Rev Bds 2017 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina Mun Pwr Agy No 1 5.000 01/01/2030 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Port Auth Ny N J Consolidated Bds 5.000 07/15/2032 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Virginia ST Cmwlth Transprtn Brd 5.000 05/15/2031 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST Motor Vehicle Fuel Tax 5.000 06/01/2034 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ MAP Heritage Fund | HE |
$5K - $15K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AFLAC Incorporated (AFL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Adobe Inc. (ADBE) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allstate Corporation (ALL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class A (GOOGL) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amazon.com, Inc. (AMZN) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Express Company (AXP) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AmerisourceBergen Corporation (ABC) | ST |
$201 - $1K
Capital Gains
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Asbury Automotive Group Inc (ABG) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Booking Holdings Inc. (BKNG) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CSX Corporation (CSX) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charter Communications, Inc. - Class A (CHTR) | ST | — | $15K - $50K |
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Commercial Mortgage - Avalon Development, LLC (Chemung Canal Trust Company) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (KeyBank) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (KeyBank) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (TriState) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (Evan's Bank) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Five Star) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Five Star) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (KeyBank) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Nextier) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Northwest Savings) | $250K - $500K |
| Commercial Mortgage - Avalon Development, LLC (Northwest Savings) | $250K - $500K |
| Commercial Mortgage - Avalon Development, LLC (S&T Bank) | $250K - $500K |
| Line of Credit (LOC) (US Bank) | $250K - $500K |
| Commercial Line of Credit (LOC) - Avalon Development, LLC (KeyBank) | $100K - $250K |
| Mortgage - Personal Residence (M&T Bank) | $100K - $250K |