Chris Jacobs net worth
RepublicanFormer member
House of Representatives · New York · 245 trades
- 245
- Trades
- Latest filing
- HD
- Most traded
Updated January 20, 2023 · Source: Clerk of the House
Short answer: Based on the annual report for 2023, we estimate Chris Jacobs (Former Member of Congress from New York)'s net worth at $10.8 million: reported assets minus liabilities. Most of it is in business interests, stocks and etf.
- $10.8 million
- Estimated net worth
The 2023 termination report no longer lists Commercial Property Perry Street (up to $5M in 2021) and lists new Avalon Development mortgages from TriState (up to $5M) and Nextier (up to $1M).
Net worth at the start in Congress and now
- Joined Congress: 2020
- $20.1 million
- First annual report, 2020
- −46% since 2020
- $10.8 million
- Latest annual report, 2023
Chris Jacobs's estimated net worth per year
Estimated net worthRange according to the same filing
Show figures per year
| Year | Estimated net worth |
|---|---|
| 2020 | $20.1 million |
| 2021 | $22.7 million |
| 2023 | $10.8 million |
Net worth
$10.8 millionestimated net worth
Whose name the assets are in
100%in own name
Insider trading: what the data shows
188 of 245reported within 45 days
Reported assets
| Name | Type | Amount | Owner |
|---|---|---|---|
| Avalon Development, LLC | Business interest | up to $25M | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Global Partners | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen International Partners II | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity IV | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners VII | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Adamas Opportunities LP | Other | None | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund IX | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund X | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty XI | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Archipelago Partners LP | Other | up to $500K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Bain Capital RE Fund II-A | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund II | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Coatue Opportunity Fund | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund V | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund VI | Other | Undisclosed | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Long Term Distressed Opportunities Fund III | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Engle Capital Partners, LP | Other | up to $500K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Ironsides Co-Investment Fund VI | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lakewood Capital Partners | Other | up to $500K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lone Cascade | Other | up to $1M | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ MAP Heritage Fund | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Oak Hill Advisor | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Old Kings Capital | Other | up to $500K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Park Street Capital | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Sanderson International Value Fund | Other | None | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Siguler Guff Bric II | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund II, LP | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund III, LP | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund V | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VI | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VII | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Global Premier | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VI | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VII | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Alternate ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ California ST Ref Various Purpose 5.000 04/01/2032 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx Intl Arpt Rev -5.000 11/01/2039 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Denver City Cnty Co Arpt Revenue - 5.250 11/15/2027 | Government bond | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ District Columbia Go and Ref Bds E 5.000 06/01/2032 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ El Paso Tex Wtr & Swr Rev Impt Ref Bds 5.0000% 3/1/2033 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Iowa ST Spl Oblig Ref Bds 2019 A 5.000 06/01/2031 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Louisiana ST 5.000% 3/01/31 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Lower Colo Riv Auth Tex Transmission 5.000 05/15/2028 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Massachusetts ST Dev Fin Agy Rev Bds 5.000 10/01/2038 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Dedicated Tax 5.000 11/15/2029 | Government bond | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue 5.000 11/15/2030 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue Ref - 5.000 11/15/2029 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Nassau Cnty Ny Interim Fin Auth 4.000 11/15/2033 | Government bond | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York City Ny Transitional Fin 5.000 08/01/2034 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y City Mun Wtr Fin Auth 5.000 06/15/2030 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds 2021 C 5.000 08/01/2034 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds Fiscal 5.000 10/01/2029 | Government bond | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Mun Wtr Fin Auth 5% 6/15/27 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 07/15/2032 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 11/01/2027 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny Ser B1 5.000 12/01/2030 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Tax Re Rev Bds 2017 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers - 5.000 03/15/2032 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers 5.000 03/15/2032 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers Income 5.000 02/15/2038 | Government bond | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina Mun Pwr Agy No 1 5.000 01/01/2030 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Port Auth Ny N J Consolidated Bds 5.000 07/15/2032 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38 | Government bond | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Triborough Brdg Tunl Auth Ny 5.000 05/15/2037 | Government bond | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Utility Debt Securitization Auth Ny Restructuring Ser Te | Government bond | None | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Virginia ST Cmwlth Transprtn Brd 5.000 05/15/2031 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST Motor Vehicle Fuel Tax 5.000 06/01/2034 | Government bond | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Operations ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AbbVie Inc. (ABBV) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Activision Blizzard, Inc (ATVI) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Adobe Inc. (ADBE) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Advanced Micro Devices, Inc. (AMD) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AFLAC Incorporated (AFL) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AGNC Investment Corp. (AGNC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Air Products and Chemicals, Inc. (APD) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Akero Therapeutics, Inc. (AKRO) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allakos Inc. (ALLK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allstate Corporation (ALL) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. (Class A) (GOOGL) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Express Company (AXP) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Tower Corporation (AMT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Water Works Company, Inc. (AWK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AmerisourceBergen Corporation (ABC) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amgen Inc. (AMGN) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amylyx Pharmaceuticals, Inc. (AMLX) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Anaplan, Inc. (PLAN) | Stocks | None | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Apple Inc. (AAPL) | Stocks | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Archrock, Inc. (AROC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Asbury Automotive Group Inc (ABG) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Athira Pharma, Inc. (ATHA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Atlantic Union Bankshares Corporation (AUB) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Axsome Therapeutics, Inc. (AXSM) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AZZ Inc. (AZZ) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Ball Corporation (BALL) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Berkshire Hathaway Inc. New (BRK.B) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Boeing Company (BA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Booking Holdings Inc. (BKNG) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Borr Drilling Limited Common Shares (BORR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Brinker International, Inc. (EAT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ BWX Technologies, Inc. (BWXT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Capital One Financial Corporation (COF) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cassava Sciences, Inc. (SAVA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Caterpillar, Inc. (CAT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Celanese Corporation Celanese Corporation (CE) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charles Schwab Corporation (SCHW) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charter Communications, Inc. (Class A) (CHTR) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Chevron Corporation (CVX) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Chord Energy Corporation (CHRD) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cigna Corporation (CI) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cincinnati Financial Corporation (CINF) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cintas Corporation (CTAS) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Claros Mortgage Trust, Inc. (CMTG) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CMS Energy Corporation (CMS) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CNA Financial Corporation (CNA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cogent Biosciences, Inc. (COGT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cognizant Technology Solutions Corporation (Class A) (CTSH) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Comcast Corporation (Class A) (CMCSA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Constellation Brands, Inc. (STZ) | Stocks | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Copart, Inc. (CPRT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Corteva, Inc. (CTVA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Costco Wholesale Corporation (COST) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Crown Castle Inc. (CCI) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CSX Corporation (CSX) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cummins Inc. (CMI) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Danaher Corporation (DHR) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Deere & Company (DE) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Discover Financial Services (DFS) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Dollar Tree, Inc. (DLTR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Dow Inc. (DOW) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ DT Midstream, Inc. (DTM) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ DTE Energy Company (DTE) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ DuPont de Nemours, Inc. (DD) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Earthstone Energy, Inc. (Class A) (ESTE) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ eBay Inc. (EBAY) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Electronic Arts Inc. (EA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Estee Lauder Companies, Inc. (EL) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Evercore Inc. (Class A) (EVR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Expedia Group, Inc. (EXPE) | Stocks | None | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Exxon Mobil Corporation (XOM) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ F.N.B. Corporation (FNB) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ First Horizon Corporation (FHN) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ FLEX LNG Ltd. Ordinary Shares (FLNG) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Fortive Corporation (FTV) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Gevo, Inc. (GEVO) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Greenbrier Companies, Inc. (GBX) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Health Sciences Acquisitions Corporation (HSAC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Home Depot, Inc. (HD) | Stocks | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Honeywell International Inc. (HON) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Hormel Foods Corporation (HRL) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Humana Inc. (HUM) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Huntington Ingalls Industries, Inc. (HII) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ IDEXX Laboratories, Inc. (IDXX) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Illinois Tool Works Inc. (ITW) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Immunovant, Inc. (IMVT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Incyte Corporation (INCY) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Innovative Industrial Properties, Inc. (IIPR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Insight Enterprises, Inc. (NSIT) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Insperity, Inc. (NSP) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Intel Corporation (INTC) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ International Seaways, Inc. (INSW) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Intuitive Surgical, Inc. (ISRG) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ ITT Inc. (ITT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ IVERIC bio, Inc. (ISEE) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ John Bean Technologies Corporation (JBT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Johnson & Johnson (JNJ) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ KalVista Pharmaceuticals, Inc. (KALV) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ KLA Corporation (KLAC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Krystal Biotech, Inc. (KRYS) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Kura Oncology, Inc. (KURA) | Stocks | up to $1K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Lamb Weston Holdings, Inc. (LW) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Liberty Broadband Corporation (Class C) (LBRDK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Liberty Global plc (Class C) Ordinary Shares (LBTYK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Live Nation Entertainment, Inc. (LYV) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Macerich Company (MAC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Magna International, Inc. (MGA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marriott International (Class A) (MAR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marriott Vacations Worldwide Corporation (VAC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marsh & McLennan Companies, Inc. (MMC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Mastercard Incorporated (MA) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ McDonald's Corporation (MCD) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ McKesson Corporation (MCK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Merck & Company, Inc. (MRK) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Microsoft Corporation (MSFT) | Stocks | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Moody's Corporation (MCO) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Morgan Stanley (MS) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ National Energy Services Reunited Corp. - Ordinary Shares (NESR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ NetSTREIT Corp. (NTST) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ News Corporation (Class A) (NWSA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nike, Inc. (NKE) | Stocks | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nordic American Tankers Limited (NAT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Norfolk Southern Corporation (NSC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Northrop Grumman Corporation (NOC) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Northwest Bancshares, Inc. (NWBI) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ OceanFirst Financial Corp. (OCFC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Oxford Industries, Inc. (OXM) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Parker-Hannifin Corporation (PH) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PayPal Holdings, Inc. (PYPL) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PC Connection, Inc. (CNXN) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Permian Resources Corporation (Class A) (PR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Pfizer, Inc. (PFE) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Phillips 66 (PSX) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Physicians Realty Trust Common Shares of Beneficial Interest (DOC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Piedmont Lithium Inc. (PLL) | Stocks | up to $1K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Pioneer Natural Resources Company (PXD) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PNC Financial Services Group, Inc. (PNC) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PulteGroup, Inc. (PHM) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Ready Capital Corproation (RC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Redwood Trust, Inc. (RWT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Regions Financial Corporation (RF) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Rockwell Automation, Inc. (ROK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ SBA Communications Corporation (Class A) (SBAC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Scotts Miracle-Gro Company (SMG) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Sitio Royalties Corp. (Class A) (STR) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Skyworks Solutions, Inc. (SWKS) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Southwest Airlines Company (LUV) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Steel Dynamics, Inc. (STLD) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Stryker Corporation (SYK) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Teleflex Incorporated (TFX) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Tellurian Inc. (TELL) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Tesla, Inc. (TSLA) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Texas Instruments Incorporated (TXN) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Textron Inc. (TXT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ The Travelers Companies, Inc. (TRV) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Thermo Fisher Scientific Inc (TMO) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ TJX Companies, Inc. (TJX) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ T-Mobile US, Inc. (TMUS) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Tyson Foods, Inc. (TSN) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Ubiquiti Inc. (UI) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Union Pacific Corporation (UNP) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ UnitedHealth Group Incorporated (UNH) | Stocks | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Valero Energy Corporation (VLO) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Visa Inc. (V) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ W.W. Grainger, Inc. (GWW) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Walmart Inc. (WMT) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Walt Disney Company (DIS) | Stocks | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ WEC Energy Group, Inc. (WEC) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Western Alliance Bancorporation (WAL) | Stocks | up to $15K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan Intl Value Fund Ins - APHKX | Mutual fund | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $50K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ US Treasury Note | Government bond | None | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse All World Ex US Index - VEU | Mutual fund | up to $100K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO | ETF | up to $500K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX | Mutual fund | up to $500K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term ETF - VGIT | ETF | up to $250K | Self |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation ETF - VTIP | ETF | up to $250K | Self |
| CL TRUST ⇒ LDJ MGT CO LLC ⇒ Fidelity Intermediate Treasury Bond - FUAMX | Mutual fund | up to $100K | Self |
| CL TRUST ⇒ LDJ MGT CO LLC ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $15K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen International Partners | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Private Equity III | Other | up to $50K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners V | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners VI | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Chisholm Fund Partners | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $100K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ MAP Heritage | Other | up to $100K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ New Test Ventures | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Siguler Guff Bric Opportunities | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Thunder Bay Partners LP | Other | up to $250K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ TRG Forestry Fund | Other | up to $15K | Self |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Vessel Ventures | Other | up to $50K | Self |
| Gold Maple Leaf Coins | Other | up to $250K | Self |
| New York State Retirement Plan | Other | Undisclosed | Self |
| Rental Home | Real estate | None | Self |
| US Bank CLJ MF Acct ⇒ Dodge & Cox International Stock Fund -DODFX | Mutual fund | up to $250K | Self |
| US Bank CLJ MF Acct ⇒ First American Treasury Oblig FD CL Y (cash held) | Bank accounts | up to $15K | Self |
| US Bank CLJ MF Acct ⇒ Fpa Crescent Portfolio Cl I - FPACX | Mutual fund | up to $250K | Self |
| US Bank CLJ MF Acct ⇒ Ishares Msci Emerging Markets -EEM | ETF | up to $100K | Self |
| US Bank CLJ MF Acct ⇒ Vanguard S&P 500 Etf - VOO | ETF | up to $500K | Self |
| US Bank CLJ MF Acct ⇒ Vanguard Total World Stock Index -VT | ETF | up to $1M | Self |
| US Bank CLJ Personal ⇒ US Bank - First American Treasury Oblig. (cash held) | Bank accounts | up to $100K | Self |
| Vanguard IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX | Mutual fund | up to $50K | Self |
| Vanguard Roth IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX | Mutual fund | up to $100K | Self |
Reported liabilities
| Creditor | Type of debt | Amount | Owner |
|---|---|---|---|
| KeyBank | Commercial Mortgage - Avalon Development, LLC | up to $5M | Self |
| Northwest Savings | Commercial Mortgage - Avalon Development, LLC | up to $500K | Self |
| Evan's Bank | Commercial Mortgage - Avalon Development, LLC | up to $1M | Self |
| Northwest Savings | Commercial Mortgage - Avalon Development, LLC | up to $500K | Self |
| KeyBank | Commercial Mortgage - Avalon Development, LLC | up to $5M | Self |
| KeyBank | Commercial Mortgage - Avalon Development, LLC | up to $1M | Self |
| Five Star | Commercial Mortgage - Avalon Development, LLC | up to $1M | Self |
| M&T Bank | Mortgage - Personal Residence | up to $250K | Self |
| US Bank | Line of Credit (LOC) | up to $500K | Self |
| S&T Bank | Commercial Mortgage - Avalon Development, LLC | up to $500K | Self |
| Chemung Canal Trust Company | Commercial Mortgage - Avalon Development, LLC | up to $5M | Self |
| KeyBank | Commercial Line of Credit (LOC) - Avalon Development, LLC | up to $250K | Self |
| Five Star | Commercial Mortgage - Avalon Development, LLC | up to $1M | Self |
| TriState | Commercial Mortgage - Avalon Development, LLC | up to $5M | Self |
| Nextier | Commercial Mortgage - Avalon Development, LLC | up to $1M | Self |
What members say
From 16,781 filings to 221
16,781congressional trades reported in the past 1.5 years
Experienced traders on our team check every trade
221shared with members since March 2025
Less than 1.5% of filings make the cut.
We check every filing. You get the trades worth acting on.
In the app you only see the trades our team selects after checking them, explained in plain language.
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Frequently asked questions
Questions about Chris Jacobs
How much is Chris Jacobs worth?
Based on the annual report for 2023, we estimate Chris Jacobs (Former Member of Congress from New York)'s net worth at $10.8 million: the midpoints of the reported assets minus those of the liabilities. Because the filing gives only ranges, it lies between −$15.0 million and $36.6 million.
How much was Chris Jacobs worth before Congress?
Our data has no annual report from before Congress; the first one covers 2020, the first year in Congress, and gives $20.1 million. According to the annual report for 2023, it is $10.8 million, a decrease of 46%.
How do you calculate Chris Jacobs's net worth?
We take the midpoints of all assets minus the midpoints of all liabilities from the annual report for 2023, with the amounts as reported: assets of $28.4 million and liabilities of $17.6 million. A personal residence that produces no income is not reported.
Does Chris Jacobs's net worth point to insider trading?
A reported trade is not proof of insider trading. Members of Congress must report every trade; 245 disclosed trades of Chris Jacobs (Former Member of Congress from New York) through January 20, 2023 are on this page. We show what was reported. The disclosed trades are in the Chris Jacobs stock tracker.
Why does this net worth differ from other estimates?
Members of Congress report their assets and liabilities only in amount classes, and some classes have no upper limit. We use the midpoint of each class from the official annual report and subtract the liabilities. A class without an upper limit counts at its lower bound, so for that item the estimate is a minimum. Other estimates often use different assumptions, such as current market values or no deduction for liabilities, which makes them come out higher or lower.
Where does Wolf of Washington get its data?
Wolf of Washington builds and maintains its own database of stock trades by members of Congress: more than 102,000 trades by more than 350 members of Congress, from 2012 through October 28, 2026, updated every business day.
The trades on this page come from that database, which records the official filings with the Clerk of the House. Compiled by Wolf of Washington from the official filings. We show filings through November 3, 2026.
From all those trades, experienced traders on our team pick the ones worth acting on. Of the 16,781 congressional trades reported in the past 1.5 years, we shared 221 with members since March 2025.
A filing gives amounts as one of the fixed official amount classes, for example up to $5M, not an exact amount. We use the midpoint. An open upper bound, such as "Over $50 million", has no upper limit: we count it as its lower bound and call it a minimum, so the real amount can be higher.
Estimated net worth = the midpoints of all assets minus the midpoints of all liabilities, from the annual report for 2023 (filed November 14, 2023).
Because the ranges are so wide, the same filing puts the net worth anywhere between −$15.0 million and $36.6 million. In that upper limit, an open upper bound counts only with its lower bound.
A personal residence is not reported, because a home that produces no income does not have to be listed as an asset on the annual report. The mortgage on it is listed under liabilities. The real net worth can therefore be higher.
For each year we take that year's annual report; if it was amended later, the newest amendment. Sources: the annual financial disclosure reports filed with the Clerk of the House; the trades come from our database, which processes the official periodic transaction reports. Compiled by Wolf of Washington from the official filings.
Information only, not investment advice. Past performance does not guarantee future results. All figures come from public filings by members of the U.S. Congress; amounts are estimates based on the reported ranges.