Rep. Chris Jacobs Stock Trades
Rep. Chris Jacobs (U.S. House · NY27) has disclosed 21 congressional stock transactions under the Stop Trading on Congressional Knowledge (STOCK) Act between Sep 8, 2020 and Jan 20, 2023, including 6 purchases and 15 sales across 7 distinct stock tickers. Most-traded stocks include The Home Depot, Inc. ($HD), Chevron Corporation ($CVX), JPMorgan Chase & Co. ($JPM), Tesla, Inc. ($TSLA), Apple Inc. ($AAPL).
Hon. Christopher L. Jacobs (NY-27) executed a large portfolio rebalancing on 12/12/2022, with 42 transactions across diversified holdings including energy stocks (CVX, XOM, CHRD, PXD), technology (META, TSLA), financials (JPM, BAC, FHN), pharmaceuticals (PFE, KALV, KRYS), and other sectors, with most transactions in the $1,001-$15,000 range and one Louisiana bond purchase of $15,001-$50,000, all managed through the CL TRUST > LDJ FAM INV LLC family investment entity via Parametric portfolio management.
Rep. Christopher L. Jacobs (NY-27) executed a large portfolio rebalancing on 11/08/2022, with 29 transactions across stocks and one bond, each valued between $1,001-$15,000, including purchases of energy stocks (CVX, XOM, FLNG, HLX, HP), financials (BAC, JPM, JNJ), and biotech/healthcare names, offset by sales of pharma/biotech positions (AKRO, ATHA, SAVA, ENOB, KOD, OCGN, PLUG) and a $15,001-$50,000 sale of San Antonio municipal bonds. All transactions were executed through the CL TRUST family investment vehicles.
Rep. Christopher L. Jacobs (NY-27) executed a portfolio rebalancing with 16 transactions totaling $16,000-$240,000 in value through his family investment trust. He sold 5 positions (AGNC, BRMK, PFE, TELL, VTNR) and purchased 11 new positions including energy stocks (CVX, XOM, XPRO, CIVI), financials (JPM, BAC), pharmaceuticals (AMLX, AVXL, SAVA, PFE), and a New York municipal bond, all executed between October 7-18, 2022.
Rep. Christopher L. Jacobs (NY-27) executed a comprehensive portfolio rebalancing in July 2022, involving approximately 50+ transactions across stocks, bonds, and ETFs held through the CL TRUST > LDJ FAM INV LLC entity. The activity included purchases and sales of energy stocks (CVX, XOM, AR, CDEV, CIVI, CRGY, ESTE, SM, TELL, VTNR), healthcare/biotech (ATHA, SAVA, ENOB, ISEE, KOD, PFE), technology (TSLA), REITs (IIPR, KRG, DOC), and multiple municipal and government bonds ranging from $15,001-$100,000, with total transaction values spanning from $1,001 to over $100,000.
| Stock / Asset | Action | Amount Range | Traded | Filing |
|---|---|---|---|---|
|
$TSLA
Tesla, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Dec 12, 2022 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Sale (Partial) | $1,001 - $15,000 | Dec 12, 2022 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Dec 12, 2022 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Sale (Partial) | $1,001 - $15,000 | Dec 12, 2022 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Purchase | $1,001 - $15,000 | Nov 8, 2022 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Nov 8, 2022 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Purchase | $1,001 - $15,000 | Nov 8, 2022 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Purchase | $1,001 - $15,000 | Oct 12, 2022 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Purchase | $1,001 - $15,000 | Oct 12, 2022 | PTR PDF ↗ |
|
$TSLA
Tesla, Inc.
|
Purchase | $1,001 - $15,000 | Jul 18, 2022 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Purchase | $1,001 - $15,000 | Jul 18, 2022 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jul 18, 2022 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Full) | $15,001 - $50,000 | Jun 16, 2022 | PTR PDF ↗ |
|
$GOOG
Alphabet Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jan 4, 2021 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jan 4, 2021 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Partial) | $15,001 - $50,000 | Jan 4, 2021 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jan 4, 2021 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Sale (Full) | $15,001 - $50,000 | Sep 8, 2020 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Partial) | $15,001 - $50,000 | Sep 8, 2020 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Partial) | $1,001 - $15,000 | Sep 8, 2020 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $15,001 - $50,000 | Sep 8, 2020 | PTR PDF ↗ |