Skip to main content

Christopher L. Jacobs

Representative NY-27 Republican 2023 disclosure

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 .

Trading

Disclosed trades
246
Since Q3 '20
Purchases
46%
Share of disclosed trades
Avg. disclosure lag
42.7 days
Median 40 days
Filed past 45-day deadline
21.5%
STOCK Act deadline
Activity

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.

Trade size

84% of trades were $15,000 or less

Those 207 trades carry about 55% of the disclosed dollars, by the midpoints of the ranges.

Timeliness

78% of trades were disclosed within 45 days

The median trade was disclosed 40 days after it was made, and 53 of 246 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress
Source: periodic transaction reports, machine-readable only.

HD is the most traded stock

Trades per stock Purchases Sales

0.8% of trades carry 5% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.

Net worth

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.

Latest net worth (band)
-$15M – $36.6M
Rank by disclosed net worth
Reporting year
2023
Disclosed assets
276
Disclosed liabilities
15

Disclosed net worth band, 2021 to 2023

Band from annual financial disclosures, by reporting year Band maximum Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021 2022 — not e-filed 2023 2024 — not e-filed 2025 — not e-filed
Year Net worth band
2023 -$15M – $36.6M
2021 -$4.5M – $49.9M

Recent stock trades

Date Stock Type Amount
2022-12-12 AVXL ST · Anavex Life Sciences Corp. (AVXL) Sell $1K - $15K
2022-12-12 AROC ST · Archrock, Inc. (AROC) Buy $1K - $15K
2022-12-12 ATHA ST · Athira Pharma, Inc. (ATHA) Buy $1K - $15K
2022-12-12 BAC ST · Bank of America Corporation (BAC) Sell $1K - $15K
2022-12-12 BRKB ST · Berkshire Hathaway Inc. New (BRK.B) Buy $1K - $15K
2022-12-12 BLFS ST · BioLife Solutions, Inc. (BLFS) Sell $1K - $15K
2022-12-12 BORR ST · Borr Drilling Limited Common Shares (BORR) Buy $1K - $15K
2022-12-12 MNRL ST · Brigham Minerals, Inc. Class A (MNRL) Buy $1K - $15K
2022-12-12 SAVA ST · Cassava Sciences, Inc. (SAVA) Buy $1K - $15K
2022-12-12 CVX ST · Chevron Corporation (CVX) Sell $1K - $15K
2022-12-12 CHRD ST · Chord Energy Corporation (CHRD) Buy $1K - $15K
2022-12-12 CIVI ST · Civitas Resources, Inc. (CIVI) Sell $1K - $15K
2022-12-12 CMTG ST · Claros Mortgage Trust, Inc. (CMTG) Buy $1K - $15K
2022-12-12 COGT ST · Cogent Biosciences, Inc. (COGT) Buy $1K - $15K
2022-12-12 CTRA ST · Coterra Energy Inc. (CTRA) Sell $1K - $15K
2022-12-12 CRGY ST · Crescent Energy Company Class A (CRGY) Sell $1K - $15K
2022-12-12 XPRO ST · Expro Group Holdings N.V. (XPRO) Sell $1K - $15K
2022-12-12 XOM ST · Exxon Mobil Corporation (XOM) Sell $1K - $15K
2022-12-12 FHN ST · First Horizon Corporation (FHN) Buy $1K - $15K
2022-12-12 GEVO ST · Gevo, Inc. (GEVO) Buy $1K - $15K
2022-12-12 HLX ST · Helix Energy Solutions Group, Inc. (HLX) Sell $1K - $15K
2022-12-12 HP ST · Helmerich & Payne, Inc. (HP) Sell $1K - $15K
2022-12-12 HD ST · Home Depot, Inc. (HD) Sell $1K - $15K
2022-12-12 NOTV ST · Inotiv, Inc. (NOTV) Sell $1K - $15K
2022-12-12 INSWV ST · International Seaways, Inc. Common Stock When Issued (INSW.V) Buy $1K - $15K

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. 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.

No Performance Estimate

This member hasn't disclosed enough priced trades to estimate a portfolio return yet.

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). 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 $253 0.0%

Assets and liabilities

Disclosed assets

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.

Disclosed lines
276
Total disclosed (band)
$12.5M – $44.3M

Showing the 100 largest of 276 disclosed lines.

Description Value
Avalon Development, LLC $5M - $25M
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lone Cascade $500K - $1M
US Bank CLJ MF Acct ⇒ Vanguard Total World Stock Index -VT $500K - $1M
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Archipelago Partners LP $250K - $500K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Engle Capital Partners, LP $250K - $500K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lakewood Capital Partners $250K - $500K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Old Kings Capital $250K - $500K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO $250K - $500K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX $250K - $500K
US Bank CLJ MF Acct ⇒ Vanguard S&P 500 Etf - VOO $250K - $500K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund X $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Alternate ⇒ First American Treasury Oblig FD CL Y (cash held) $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund V $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Apple Inc. (AAPL) $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Constellation Brands, Inc. (STZ) $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Home Depot, Inc. (HD) $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Microsoft Corporation (MSFT) $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan Intl Value Fund Ins - APHKX $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term ETF - VGIT $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation ETF - VTIP $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund V $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VI $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP $100K - $250K
CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Thunder Bay Partners LP $100K - $250K
Gold Maple Leaf Coins $100K - $250K
US Bank CLJ MF Acct ⇒ Dodge & Cox International Stock Fund -DODFX $100K - $250K
US Bank CLJ MF Acct ⇒ Fpa Crescent Portfolio Cl I - FPACX $100K - $250K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund IX $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners VII $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Bain Capital RE Fund II-A $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Coatue Opportunity Fund $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Long Term Distressed Opportunities Fund III $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Dedicated Tax 5.000 11/15/2029 $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Nassau Cnty Ny Interim Fin Auth 4.000 11/15/2033 $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds Fiscal 5.000 10/01/2029 $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers Income 5.000 02/15/2038 $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38 $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Triborough Brdg Tunl Auth Ny 5.000 05/15/2037 $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Ironsides Co-Investment Fund VI $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Oak Hill Advisor $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Operations ⇒ First American Treasury Oblig FD CL Y (cash held) $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nike, Inc. (NKE) $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ UnitedHealth Group Incorporated Common Stock (UNH) $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse All World Ex US Index - VEU $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund II, LP $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VI $50K - $100K
CL TRUST ⇒ LDJ MGT CO LLC ⇒ Fidelity Intermediate Treasury Bond - FUAMX $50K - $100K
CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners VI $50K - $100K
CL TRUST ⇒ LDJ TR ALT INV PART ⇒ First American Treasury Oblig FD CL Y (cash held) $50K - $100K
CL TRUST ⇒ LDJ TR ALT INV PART ⇒ MAP Heritage $50K - $100K
US Bank CLJ MF Acct ⇒ Ishares Msci Emerging Markets -EEM $50K - $100K
US Bank CLJ Personal ⇒ US Bank - First American Treasury Oblig. (cash held) $50K - $100K
Vanguard Roth IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX $50K - $100K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Global Partners $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen International Partners II $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity IV $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund II $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ California ST Ref Various Purpose 5.000 04/01/2032 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx Intl Arpt Rev -5.000 11/01/2039 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ District Columbia Go and Ref Bds E 5.000 06/01/2032 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ El Paso Tex Wtr & Swr Rev Impt Ref Bds 5.0000% 3/1/2033 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Iowa ST Spl Oblig Ref Bds 2019 A 5.000 06/01/2031 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Louisiana ST 5.000% 3/01/31 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Lower Colo Riv Auth Tex Transmission 5.000 05/15/2028 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Massachusetts ST Dev Fin Agy Rev Bds 5.000 10/01/2038 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue 5.000 11/15/2030 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue Ref - 5.000 11/15/2029 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York City Ny Transitional Fin 5.000 08/01/2034 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y City Mun Wtr Fin Auth 5.000 06/15/2030 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds 2021 C 5.000 08/01/2034 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Mun Wtr Fin Auth 5% 6/15/27 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 07/15/2032 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 11/01/2027 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny Ser B1 5.000 12/01/2030 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers - 5.000 03/15/2032 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers 5.000 03/15/2032 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Tax Re Rev Bds 2017 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina Mun Pwr Agy No 1 5.000 01/01/2030 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Port Auth Ny N J Consolidated Bds 5.000 07/15/2032 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Virginia ST Cmwlth Transprtn Brd 5.000 05/15/2031 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST Motor Vehicle Fuel Tax 5.000 06/01/2034 $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ MAP Heritage Fund $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AFLAC Incorporated (AFL) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Adobe Inc. (ADBE) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allstate Corporation (ALL) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class A (GOOGL) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amazon.com, Inc. (AMZN) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Express Company (AXP) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AmerisourceBergen Corporation (ABC) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Asbury Automotive Group Inc (ABG) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Booking Holdings Inc. (BKNG) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CSX Corporation (CSX) $15K - $50K
CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charter Communications, Inc. - Class A (CHTR) $15K - $50K

Disclosed liabilities

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.

Disclosed lines
15
Total disclosed (band)
$7.7M – $27.5M
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

Explore Congress disclosures