Republican · House NY27
Wikipedia biography ↗Years Elected: About 2.5Rank: #52
Federal elected service; earlier service not yet verified.
13.07%
Cumulative estimated return
SPY: 13.01%
Outperformance: 0.06 percentage points
2025-10-24 – 2026-10-26
57.56%
Cumulative estimated return
SPY: 85.52%
Outperformance: -27.96 percentage points
2023-10-26 – 2026-10-26
39.73%
Cumulative estimated return
SPY: 67.86%
Outperformance: -28.13 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 241 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2021. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| COP | Not reported | None | Unavailable | Unavailable | $154.03Oct 30, 2026 | Unavailable |
| STZ | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $135.33Oct 30, 2026 | Unavailable |
| CPRT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.13Oct 30, 2026 | Unavailable |
| CTVA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $11.64Oct 30, 2026 | Unavailable |
| COST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| CCI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $88.69Oct 30, 2026 | Unavailable |
| CSX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $51.99Oct 30, 2026 | Unavailable |
| CMI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $500.09Oct 30, 2026 | Unavailable |
| DHR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| DE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $675.48Oct 30, 2026 | Unavailable |
| DFS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DLTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $133.87Oct 30, 2026 | Unavailable |
| DOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $34.70Oct 30, 2026 | Unavailable |
| DTM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $124.34Oct 30, 2026 | Unavailable |
| DTE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $140.05Oct 30, 2026 | Unavailable |
| EBAY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $121.64Oct 30, 2026 | Unavailable |
| ECL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $302.98Oct 30, 2026 | Unavailable |
| EA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EBS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $6.81Oct 30, 2026 | Unavailable |
| EL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $109.23Oct 30, 2026 | Unavailable |
| EVR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EXPE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $285.93Oct 30, 2026 | Unavailable |
| FFG | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| F | Not reported | None | Unavailable | Unavailable | $12.25Oct 30, 2026 | Unavailable |
| FTV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $65.23Oct 30, 2026 | Unavailable |
| GD | Not reported | None | Unavailable | Unavailable | $372.59Oct 30, 2026 | Unavailable |
| GPC | Not reported | None | Unavailable | Unavailable | $120.90Oct 30, 2026 | Unavailable |
| GBX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSIC | Not reported | None | Unavailable | Unavailable | $84.88Oct 30, 2026 | Unavailable |
| HD | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $329.20Oct 30, 2026 | Unavailable |
| HON | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| HRL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $21.28Oct 30, 2026 | Unavailable |
| HUM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $414.50Oct 30, 2026 | Unavailable |
| HII | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $316.88Oct 30, 2026 | Unavailable |
| IDXX | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $551.21Oct 30, 2026 | Unavailable |
| ITW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $278.55Oct 30, 2026 | Unavailable |
| NSIT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $172.74Oct 30, 2026 | Unavailable |
| NSP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $48.68Oct 30, 2026 | Unavailable |
| INTC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $65.76Oct 30, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $168.85Oct 30, 2026 | Unavailable |
| IBM | Not reported | None | Unavailable | Unavailable | $257.81Oct 30, 2026 | Unavailable |
| ISRG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $432.01Oct 30, 2026 | Unavailable |
| ITT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $198.50Oct 30, 2026 | Unavailable |
| JBTM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $273.20Oct 30, 2026 | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| KLAC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $157.91Oct 30, 2026 | Unavailable |
| LB | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| LW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $54.08Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Apple Inc. (AAPL) [ST] | not_reported | 2111.846032550543447654446134 | 726284.97 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AbbVie Inc. (ABBV) [ST] | not_reported | 59.08788774002954209748892171 | 16942.86 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Asbury Automotive Group Inc (ABG) [ST] | not_reported | 188.1578185607595669542059862 | 32543.78 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Adobe Inc. (ADBE) [ST] | not_reported | 132.2620181285930942051987444 | 34205.60 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AFLAC Incorporated (AFL) [ST] | not_reported | 137.0183250556602157903750642 | 16569.63 |
| AGNC Investment Corp. (AGNC) [ST] | not_reported | 934.6378504672897196261682243 | 8206.12 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allstate Corporation (ALL) [ST] | not_reported | 276.2473438164045898852528687 | 70705.51 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amgen Inc. (AMGN) [ST] | not_reported | 35.56251944703738276214606392 | 15812.16 |
| Amylyx Pharmaceuticals, Inc. (AMLX) [ST] | not_reported | 238.0392740255876227313299613 | 6448.48 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Tower Corporation (AMT) [ST] | not_reported | 27.35213675213675213675213675 | 5149.86 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amazon.com, Inc. (AMZN) [ST] | not_reported | 449.8671401236826478403522136 | 112057.41 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Air Products and Chemicals, Inc. (APD) [ST] | not_reported | 26.29494511273253138762900151 | 8038.89 |
| Antero Resources Corporation (AR) [ST] | not_reported | 6.3139909294666063367461829 | 262.28 |
| Archrock, Inc. (AROC) [ST] | not_reported | 956.9976076555023923444976077 | 28681.22 |
| Associated Banc-Corp (ASB) [ST] | not_reported | 437.4248223072717331875341717 | 13223.35 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Atlantic Union Bankshares Corporation (AUB) [ST] | not_reported | 214.5481362295521587556985787 | 8526.14 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Water Works Company, Inc. (AWK) [ST] | not_reported | 42.36206713968018638144657418 | 6002.70 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Express Company (AXP) [ST] | not_reported | 198.6583129584352078239608802 | 62587.30 |
| Axsome Therapeutics, Inc. (AXSM) [ST] | not_reported | 1494.963201471941122355105796 | 215364.40 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AZZ Inc. (AZZ) [ST] | not_reported | 144.7006691987701211792367517 | 19301.62 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Boeing Company (BA) [ST] | not_reported | 39.74021458374726803099543016 | 7483.48 |
| Bank of America Corporation (BAC) [ST] | not_reported | 239.0831283632638919955650555 | 12078.48 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Booking Holdings Inc. (BKNG) [ST] | not_reported | 338.6555269815732547525664484 | 51861.71 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ BlackRock, Inc. (BLK) [ST] | not_reported | 8.738367774913714011097033510 | 9853.91 |
| Borr Drilling Limited Common Shares (BORR) [ST] | not_reported | 1891.371158392434988179669031 | 7489.83 |
| Berkshire Hathaway Inc. (BRK.A) [ST] | not_reported | 0.01809658448314860891201085727 | 14874.14 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 52.44543646585638111949125650 | 28769.47 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ BWX Technologies, Inc. (BWXT) [ST] | not_reported | 167.0948203842940685045948204 | 21922.84 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Crown Castle International Corp. (CCI) [ST] | not_reported | 38.32758455494874005940404331 | 3352.51 |
| Chord Energy Corporation (CHRD) [ST] | not_reported | 60.06832344770628425557474285 | 9379.67 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charter Communications, Inc. - Class A (CHTR) [ST] | not_reported | 49.84968633526082488458057886 | 5093.64 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cigna Corporation (CI) [ST] | not_reported | 34.84083090188564211993206463 | 10653.63 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cincinnati Financial Corporation (CINF) [ST] | not_reported | 70.22294391292899148600017555 | 12451.23 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 169.6792710908008608493405638 | 3741.43 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cummins Inc. (CMI) [ST] | not_reported | 36.67598789768038874117539195 | 19149.63 |
| Claros Mortgage Trust, Inc. (CMTG) [ST] | not_reported | 458.7442660550458715596330275 | 559.67 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CNA Financial Corporation (CNA) [ST] | not_reported | 181.4995462794918330308529946 | 8797.28 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PC Connection, Inc. (CNXN) [ST] | not_reported | 185.4973336424762346394620914 | 16399.82 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Capital One Financial Corporation (COF) [ST] | not_reported | 224.0023433730787786890895306 | 45326.87 |
| Cogent Biosciences, Inc. (COGT) [ST] | not_reported | 661.1983471074380165289256198 | 20437.64 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AmerisourceBergen Corporation (ABC) [ST] | not_reported | 244.5669350590714124463842276 | 80707.09 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 14.09283072045094239915448300 | 14165.55 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Copart, Inc. (CPRT) [ST] | not_reported | 211.0671415380556654794881942 | 6152.61 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Salesforce, Inc. (CRM) [ST] | not_reported | 31.48191870302601030968401999 | 7795.24 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CSX Corporation (CSX) [ST] | not_reported | 864.375 | 44351.08 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cintas Corporation (CTAS) [ST] | not_reported | 72.21156666741882347631834285 | 16314.76 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] | not_reported | 90.17696122633002705139765555 | 6252.87 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Corteva, Inc. (CTVA) [ST] | not_reported | 1127.859996150591589858317807 | 13477.93 |
| Chevron Corporation (CVX) [ST] | not_reported | 104.1056340871708208927325130 | 24153.55 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ DuPont de Nemours, Inc. (DD) [ST] | not_reported | 78.93278641990591416927683186 | 10754.59 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Deere & Company (DE) [ST] | not_reported | 94.78404152935343696229111377 | 60780.27 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Danaher Corporation (DHR) [ST] | not_reported | 111.4438895048780823434385072 | 25963.08 |
| Walt Disney Company (DIS) [ST] | not_reported | 148.5934294024002367814972427 | 16404.71 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Dollar Tree, Inc. (DLTR) [ST] | not_reported | 56.93495587816680899516083120 | 7112.31 |
| Physicians Realty Trust Common Shares of Beneficial Interest (DOC) [ST] | not_reported | 983.7944349783568998365906491 | 19046.26 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Dow Inc. (DOW) [ST] | not_reported | 141.0525387870239774330042313 | 4794.38 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ DT Midstream, Inc. (DTM) [ST] | not_reported | 166.7465610671112963734889537 | 21160.14 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Brinker International, Inc. (EAT) [ST] | not_reported | 218.6526373326045367586772342 | 41102.32 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ eBay Inc. (EBAY) [ST] | not_reported | 120.3082706766917293233082707 | 14270.97 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Emergent Biosolutions, Inc. (EBS) [ST] | not_reported | 184.0464688290775247296986427 | 1166.85 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Ecolab Inc. (ECL) [ST] | not_reported | 34.10418176392855620444179206 | 9852.36 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Estee Lauder Companies, Inc. (EL) [ST] | not_reported | 87.79173419773095623987034036 | 9553.50 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ parametric ⇒ Essential properties Realty Trust, Inc. (EpRT) [ST] | not_reported | 734.6648301193755739210284665 | 19960.84 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Evercore Inc. Class A (EVR) [ST] | not_reported | 58.89216047110783952889216047 | 15158.84 |
| First Horizon Corporation (FHN) [ST] | not_reported | 1473.049284978870067976666853 | 34513.54 |
| Cassava Sciences, Inc. (SAVA) [ST] | not_reported | 1065.535972337645343387475197 | 651.89 |
| FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | not_reported | 230.8280438545874206578188113 | 6569.37 |
| F.N.B. Corporation (FNB) [ST] | not_reported | 2978.964252978918423464711274 | 54604.41 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Fortive Corporation (FTV) [ST] | not_reported | 139.2039808690522004991004819 | 8460.82 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Greenbrier Companies, Inc. (GBX) [ST] | not_reported | 174.3408149923730660274569623 | 6677.25 |
| Gevo, Inc. (GEVO) [ST] | not_reported | 9910.841741072537055285144610 | 11298.36 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 518.3906496773903697483057379 | 162873.16 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | not_reported | 224.3703918482312981525971336 | 71080.54 |
| CL TRUsT ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Global Payments Inc. (GPN) [sT] | not_reported | 37.13907715161080679602636710 | 3040.20 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ W.W. Grainger, Inc. (GWW) [ST] | not_reported | 15.43782803334362457548626119 | 20958.40 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Huntington Ingalls Industries, Inc. (HII) [ST] | not_reported | 42.84299025382885295062653957 | 12041.02 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Honeywell International Inc. (HON) [ST] | not_reported | 157.3025555844919741886641242 | 34493.30 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Hormel Foods Corporation (HRL) [ST] | not_reported | 163.9110837943044458102847777 | 3433.94 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Humana Inc. (HUM) [ST] | not_reported | 70.06532143319104902341223645 | 29232.65 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Intercontinental Exchange Inc. (ICE) [ST] | not_reported | 58.49601520801345324267017621 | 9362.29 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ IDEXX Laboratories, Inc. (IDXX) [ST] | not_reported | 113.9028946329313853537040974 | 64948.57 |
| Innovative Industrial Properties, Inc. (IIPR) [ST] | not_reported | 410.4492041592047695289959241 | 22032.91 |
| CL TRUsT ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Incyte Corporation (INCY) [sT] | not_reported | 91.98091515290871464704529777 | 10422.36 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Intel Corporation (INTC) [ST] | not_reported | 631.0776699029126213592233010 | 57093.60 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Intuitive Surgical, Inc. (ISRG) [ST] | not_reported | 22.26690787642638463679376566 | 10056.40 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ ITT Inc. (ITT) [ST] | not_reported | 78.29043937762990507877483120 | 14937.03 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Illinois Tool Works Inc. (ITW) [ST] | not_reported | 32.41693679092382495948136143 | 8954.21 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ John Bean Technologies Corporation (JBT) [ST] | not_reported | 52.10015629070070330815316489 | 5674.75 |
| JP Morgan Chase & Co. (JPM) [ST] | not_reported | 128.9932491831804961626515084 | 43088.90 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ KLA Corporation (KLAC) [ST] | not_reported | 186.0105554393062239892120620 | 27754.63 |
| CL TRUsT ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Karyopharm Therapeutics Inc. (KPTI) [sT] | not_reported | 34.45521102497846683893195521 | 16.61 |
| Kite Realty Group Trust (KRG) [ST] | not_reported | 1407.452485344896812013169518 | 34707.78 |
| Krystal Biotech, Inc. (KRYS) [ST] | not_reported | 111.5052264808362369337979094 | 34974.73 |
| Kura Oncology, Inc. (KURA) [ST] | not_reported | 607.4791192103264996203492787 | 5843.95 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Liberty Global plc - Class A Ordinary Shares (LBTYA) [ST] | not_reported | 559.8680104722424661788432217 | 4221.40 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST] | not_reported | 544.1536229975078174355988520 | 4081.15 |
| Athira Pharma, Inc. (ATHA) [ST] | not_reported | 248.4627329192546583850931677 | 1182.68 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Southwest Airlines Company (LUV) [ST] | not_reported | 186.7530345471521942110177404 | 8002.37 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Lamb Weston Holdings, Inc. (LW) [ST] | not_reported | 126.2306721363206058693594194 | 6774.80 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Live Nation Entertainment, Inc. (LYV) [ST] | not_reported | 66.84351240705154983707912106 | 11535.85 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Mastercard Incorporated (MA) [ST] | not_reported | 90.45001669820772570410775910 | 55491.09 |
| Macerich Company (MAC) [ST] | not_reported | 3619.209354120267260579064588 | 88200.13 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marriott International - Class A (MAR) [ST] | not_reported | 48.41745340111353183248608085 | 19112.79 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ McDonald's Corporation (MCD) [ST] | not_reported | 121.2388555228112060282761965 | 30410.34 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ McKesson Corporation (MCK) [ST] | not_reported | 32.18610451784205656354346864 | 31956.62 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Moody's Corporation (MCO) [ST] | not_reported | 83.21086589175072968405960367 | 40311.50 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Magna International, Inc. (MGA) [ST] | not_reported | 98.84482332592043489004200642 | 6322.11 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 104.3906576200417536534446764 | 14678.37 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | not_reported | 46.02749971234610516626395121 | 8962.47 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Morgan Stanley (MS) [ST] | not_reported | 81.50468622656886715566422168 | 14955.29 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 520.3392602283539486203615604 | 277132.69 |
| Nordic American Tankers Limited (NAT) [ST] | not_reported | 16666.92307692307692307692308 | 131835.36 |
| National Energy Services Reunited Corp. - Ordinary Shares (NESR) [ST] | not_reported | 1337.876254180602006688963211 | 27132.13 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nike, Inc. (NKE) [ST] | not_reported | 1049.982000359992800143997120 | 39804.82 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Northrop Grumman Corporation (NOC) [ST] | not_reported | 83.96543260908879530834216033 | 47474.90 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Norfolk Southern Corporation (NSC) [ST] | not_reported | 26.87346746834167478418595277 | 8975.47 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Insight Enterprises, Inc. (NSIT) [ST] | not_reported | 304.8827392120075046904315197 | 54488.64 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Insperity, Inc. (NSP) [ST] | not_reported | 67.73770214207095080856828380 | 3653.77 |
| NetSTREIT Corp. (NTST) [ST] | not_reported | 414.7485743908761016070502851 | 7253.95 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ NVIDIA Corporation (NVDA) [ST] | not_reported | 1105.045731189010914283771378 | 238689.88 |
| Northwest Bancshares, Inc. (NWBI) [ST] | not_reported | 2585.560859188544152744630072 | 40153.76 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ News Corporation - Class A (NWSA) [ST] | not_reported | 358.6060062752129090094128194 | 10969.76 |
| OceanFirst Financial Corp. (OCFC) [ST] | not_reported | 1706.062992125984251968503937 | 28115.92 |
| Ocugen, Inc. (OCGN) [ST] | not_reported | 11788.56941838649155722326454 | 8351.02 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Oxford Industries, Inc. (OXM) [ST] | not_reported | 78.80713159968479117415287628 | 2167.20 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Parker-Hannifin Corporation (PH) [ST] | not_reported | 25.14931472400352068401860933 | 22745.79 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PulteGroup, Inc. (PHM) [ST] | not_reported | 139.9667599720083974807557733 | 16979.37 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 162.0810891681627767803710353 | 36604.39 |
| Permian Resources Corporation Class A (PR) [ST] | not_reported | 885.0110619469026548672566372 | 22806.74 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Phillips 66 (PSX) [ST] | not_reported | 110.4126414573557825006900359 | 31892.69 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ PayPal Holdings, Inc. (PYPL) [ST] | not_reported | 172.3433025771555838370983137 | 9477.16 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ LiveRamp Holdings, Inc. (RAMP) [ST] | not_reported | 166.8508863399374348279457769 | 6368.70 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Regions Financial Corporation (RF) [ST] | not_reported | 366.9954128440366972477064220 | 10499.74 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Rockwell Automation, Inc. (ROK) [ST] | not_reported | 22.93392575605561129425254407 | 9859.07 |
| Redwood Trust, Inc. (RWT) [ST] | not_reported | 4800.664697193500738552437223 | 15506.15 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ SBA Communications Corporation - Class A (SBAC) [ST] | not_reported | 20.56578067965657292684180762 | 3823.59 |
| Sabra Health Care REIT, Inc. (SBRA) [ST] | not_reported | 1678.253568429890848026868178 | 33195.86 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charles Schwab Corporation (SCHW) [ST] | not_reported | 95.13079667063020214030915577 | 8536.09 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Scotts Miracle-Gro Company (SMG) [ST] | not_reported | 49.69254658385093167701863354 | 2923.41 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Steel Dynamics, Inc. (STLD) [ST] | not_reported | 128.8947961978411470919929112 | 30618.96 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Constellation Brands, Inc. (STZ) [ST] | not_reported | 697.2964896202733394429613101 | 94567.35 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Skyworks Solutions, Inc. (SWKS) [ST] | not_reported | 209.4914270981049374758282841 | 17459.02 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Stryker Corporation (SYK) [ST] | not_reported | 29.91735846234387854311569815 | 9158.60 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Teleflex Incorporated (TFX) [ST] | not_reported | 24.35612518265952264978080857 | 3331.92 |
| CL TRUsT ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ TG Therapeutics, Inc. (TGTX) [sT] | not_reported | 153.7966166858900422914263745 | 8426.52 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 428.0887776606954689146469968 | 61516.36 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | not_reported | 48.70886038007313710209220071 | 33360.21 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ T-Mobile US, Inc. (TMUS) [ST] | not_reported | 68.98172098637696154509398172 | 10135.48 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ The Travelers Companies, Inc. (TRV) [ST] | not_reported | 207.7638560378444032474589273 | 83140.86 |
| Tesla, Inc. (TSLA) [ST] | not_reported | 77.84937365954233180031353463 | 30487.37 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Tyson Foods, Inc. (TSN) [ST] | not_reported | 372.8832033042680128499311611 | 21030.61 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Texas Instruments Incorporated (TXN) [ST] | not_reported | 42.44972674696238128084045206 | 12655.11 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Textron Inc. (TXT) [ST] | not_reported | 103.6334196891191709844559585 | 8094.81 |
| United Bankshares, Inc. (UBSI) [ST] | not_reported | 703.5276322468916302940654974 | 34416.57 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Ubiquiti Inc. (UI) [ST] | not_reported | 26.08575154874470166286273231 | 15252.86 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 149.3617317879475843390289561 | 61342.86 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Union Pacific Corporation (UNP) [ST] | not_reported | 129.0060731155479696741158258 | 38310.93 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Visa Inc. (V) [ST] | not_reported | 149.9723132296617599557011675 | 60612.81 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Marriott Vacations Worldwide Corporation (VAC) [ST] | not_reported | 47.34583974434844360279322997 | 5196.21 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Valero Energy Corporation (VLO) [ST] | not_reported | 106.5171082412461722806550393 | 45457.24 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 305.9464627151051625239005736 | 33996.77 |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Walmart Inc. (WMT) [ST] | not_reported | 165.8822309765705992121086461 | 19953.97 |
| Exxon Mobil Corporation (XOM) [ST] | not_reported | 168.9695744001831169075802185 | 31181.65 |
| CL TRUsT ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Zimmer Biomet Holdings, Inc. (ZBH) [sT] | not_reported | 53.51996494581089851781474512 | 5214.99 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
181 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| AVXL — Anavex Life Sciences Corp. (AVXL) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| AROC — Archrock, Inc. (AROC) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| LONA — Athira Pharma, Inc. (ATHA) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| BLFS — BioLife Solutions, Inc. (BLFS) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| BORR — Borr Drilling Limited Common Shares (BORR) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| MNRL — Brigham Minerals, Inc. Class A (MNRL) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| FLNA — Cassava Sciences, Inc. (SAVA) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| CHRD — Chord Energy Corporation (CHRD) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| CIVI — Civitas Resources, Inc. (CIVI) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| CMTG — Claros Mortgage Trust, Inc. (CMTG) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| COGT — Cogent Biosciences, Inc. (COGT) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| CTRA — Coterra Energy Inc. (CTRA) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| CRGY — Crescent Energy Company Class A (CRGY) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| XPRO — Expro Group Holdings N.V. (XPRO) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| FHN — First Horizon Corporation (FHN) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| GEVO — Gevo, Inc. (GEVO) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| HOS — Helix Energy Solutions Group, Inc. (HLX) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| HP — Helmerich & Payne, Inc. (HP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| NOTV — Inotiv, Inc. (NOTV) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| INSW.V — International Seaways, Inc. Common Stock When Issued (INSW.V) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| KALV — KalVista Pharmaceuticals, Inc. (KALV) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| KRYS — Krystal Biotech, Inc. (KRYS) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| KURA — Kura Oncology, Inc. (KURA) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| NESR — National Energy Services Reunited Corp. - Ordinary Shares (NESR) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| NTST — NetSTREIT Corp. (NTST) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| PR — Permian Resources Corporation Class A (PR) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| DOC — Physicians Realty Trust Common Shares of Beneficial Interest (DOC) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| RLMD — Relmada Therapeutics, Inc. (RLMD) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| SWTX — SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| TELL — Tellurian Inc. (TELL) [ST] | Not reported | Purchase | Dec 12, 2022 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| UEC — Uranium Energy Corp. (UEC) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| PCVX — Vaxcyte, Inc. (PCVX) [ST] | Not reported | Sale | Dec 12, 2022 | Sep 12, 2026 |
| AGNC — AGNC Investment Corp. (AGNC) [ST] | Not reported | Purchase | Nov 8, 2022 | Sep 12, 2026 |
| AKRO — Akero Therapeutics, Inc. (AKRO) [ST] | Not reported | Purchase | Nov 8, 2022 | Sep 12, 2026 |
| LONA — Athira Pharma, Inc. (ATHA) [ST] | Not reported | Sale | Nov 8, 2022 | Sep 12, 2026 |
| BCEL — Atreca, Inc. - Class A (BCEL) [ST] | Not reported | Sale | Nov 8, 2022 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Not reported | Purchase | Nov 8, 2022 | Sep 12, 2026 |
| BRK.A — Berkshire Hathaway Inc. (BRK.A) [ST] | Not reported | Purchase | Nov 8, 2022 | Sep 12, 2026 |
| BLFS — BioLife Solutions, Inc. (BLFS) [ST] | Not reported | Purchase | Nov 8, 2022 | Sep 12, 2026 |
| FLNA — Cassava Sciences, Inc. (SAVA) [ST] | Not reported | Sale | Nov 8, 2022 | Sep 12, 2026 |
31 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.