Congressional Trades › Hakeem S. Jeffries
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 9 trades classified
- Other100%
Other leads with 100% of trades9 trades · $121K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| May 17, 2021filed May 30, 2021 | FDFundblackRock Lifepath Index 2035 K Fund | Purchase | $1K – $15K | Spouse · ↗ | — |
| May 4, 2021filed May 30, 2021 | ·Other assetMillennium Trust Company Traditional IRA | Sale | $1K – $15K | Spouse · ↗ | — |
| Apr 19, 2021filed Apr 25, 2021 | ·Other assetVEA | Purchase | $1K – $15K | ↗ | — |
| Apr 12, 2021filed Apr 16, 2021 | ·Other assetSCHD | Purchase | $15K – $50K | ↗ | — |
| Mar 30, 2021filed Apr 10, 2021 | ·Other assetLARCX | Purchase | $1K – $15K | ↗ | — |
| Mar 15, 2021filed Apr 10, 2021 | ·Other assetREgL | Sale | $1K – $15K | Joint · partial ↗ | — |
| Nov 25, 2020filed Dec 26, 2020 |  REGLProShares S&P MidCap 400 Dividend Aristocrats ETF (REgL) · Other |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Feb 12, 2019filed Mar 16, 2019 |  SDYSPDR S&P Dividend ETF · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Dec 24, 2018filed Jan 25, 2019 | FDFundLord abbett Floating Rate Fund Class C [oT] | Sale | $50K – $100K | partial ↗ | — |
| Aug 30, 2018filed Sep 29, 2018 | FDFundLord abbett Floating Rate Fund Class C [oT] | Sale | $1K – $15K | partial ↗ | — |
| Aug 23, 2018filed Sep 19, 2018 | REGLProShares S&P MidCap 400 Dividend aristocrats ETF (REgL) · Stock |
Purchase | $15K – $50K | Joint · ↗ | … |
| Aug 21, 2018filed Sep 19, 2018 |  VNQVanguard Real Estate ETF · Stock |
Sale | $15K – $50K | Joint · partial ↗ | … |
| Jun 15, 2018filed Jul 5, 2018 | FDFundRussell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) [oT] | Sale | $1K – $15K | Joint · ↗ | — |
| Aug 15, 2017filed Sep 5, 2017 | —No tickerVanguard Mortgage-backed SEC · Stock | Purchase | $1K – $15K | ↗ | — |
| Aug 15, 2017filed Sep 5, 2017 |  VEAVanguard FTSE developed Markets ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Aug 15, 2017filed Sep 5, 2017 |  GOVTISHARES u.S. Treasury bond ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Aug 15, 2017filed Sep 5, 2017 |  LQDISHARES IbOXX $ Invt Grade Corp bond (lQd) · Stock |
Purchase | $1K – $15K | ↗ | … |
| Aug 15, 2017filed Sep 5, 2017 |  IUSVISHARES Core S&P u.S. Value ETF (IuSV) · Stock |
Purchase | $1K – $15K | ↗ | … |
| Aug 15, 2017filed Sep 5, 2017 |  IUSGISHARES Core S&P u.S. Growth ETF (IuSG) · Stock |
Purchase | $1K – $15K | ↗ | … |
| Aug 15, 2017filed Aug 25, 2017 | FDFundInvesting account Traditional IRa Lord abbett Floating Rate Fund Class C | Purchase | $15K – $50K | ↗ | — |
| Aug 15, 2016filed Sep 10, 2016 | FDFundDFa US Small CaP Portfolio | Sale | $1K – $15K | ↗ | — |
| Aug 15, 2016filed Sep 10, 2016 | FDFundBlackRock Life Path 2020 Fund | Sale | $1K – $15K | ↗ | — |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed May 15, 2026 · Filing ↗
Why there is no headline figure. At the midpoints of the brackets the listed debts match or exceed the listed assets, so the arithmetic that would give a figure gives nothing above zero. That is usually the form, not the person: a member must list the mortgage on their home and need not list the home. Both sums are below.
$678KAssets disclosed · midpoint$305K to $1.1M
$848KDebts disclosed · midpoint$515K to $1.2M
—Assets minus debtsnot drawn, see the note above
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Hakeem S. Jeffries reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Mutual funds13 lines$202K
- Exchange-traded funds8 lines$173K
- Bank accounts, money market accounts & CDs7 lines$140K
- Whole/universal life insurance2 lines$108K
- Pensions1 line$33K
- Other1 line$8K
- Stocks1 line$8K
- 529 portfolio2 lines$8K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| HSBC Accounts | Bank accounts, money market accounts & CDs | — | $50,001 - $100,000 |
| Northwestern Mutual Whole Life Insurance Policy | Whole/universal life insurance | — | $50,001 - $100,000 |
| SDY SPDR S&P Dividend ETF (SDY) | Exchange-traded funds | Joint | $50,001 - $100,000 |
| BlackRock Lifepath Index Fund 2035 K Fund | Mutual funds | Spouse | $15,001 - $50,000 |
| Island Federal Credit Union Account | Bank accounts, money market accounts & CDs | Spouse | $15,001 - $50,000 |
| LARCX Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C (LARCX) | Mutual funds | — | $15,001 - $50,000 |
| New York State Pension | Pensions | — | $15,001 - $50,000 |
| Northwestern Mutual Whole Life Insurance Policy | Whole/universal life insurance | Spouse | $15,001 - $50,000 |
| REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| VEIRX Vanguard Equity Income Fund Admiral Shares (VEIRX) | Mutual funds | Spouse | $15,001 - $50,000 |
| VNQ Vanguard Real Estate ETF (VNQ) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| VTTHX Vanguard Target Retirement 2035 Fund (VTTHX) | Mutual funds | Spouse | $15,001 - $50,000 |
| Bank of America | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Bank of America | Bank accounts, money market accounts & CDs | Dependent child | $1,001 - $15,000 |
| Bank of America | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
| Bank of America Accounts | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| RERGX EuroPacific Growth Fund Cl R-6 (RERGX) | Mutual funds | Spouse | $1,001 - $15,000 |
| FSPGX Fidelity Large Cap Growth Index Fund (FSPGX) | Mutual funds | Spouse | $1,001 - $15,000 |
| FTKFX Fidelity Total Bond K6 Fund (FTKFX) | Mutual funds | Spouse | $1,001 - $15,000 |
| Guaranteed Income Fund | Other | Spouse | $1,001 - $15,000 |
| IUSG iShares Core S&P U.S. Growth ETF (IUSG) | Exchange-traded funds | — | $1,001 - $15,000 |
| IUSV iShares Core S&P U.S. Value ETF (IUSV) | Exchange-traded funds | — | $1,001 - $15,000 |
| JDMNX Janus Henderson Enterprise Fund - N Shares (JDMNX) | Mutual funds | Spouse | $1,001 - $15,000 |
| LFRAX Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd - Cl A (LFRAX) | Mutual funds | — | $1,001 - $15,000 |
| MVCKX MFS Mid Cap Value Fund Class R6 (MVCKX) | Mutual funds | Spouse | $1,001 - $15,000 |
Annual Financial Disclosures
Reports on file under Hakeem S. Jeffries’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed May 15, 2026 · 37 assets, 8 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Annual · 2023House Clerk · filed May 14, 2024Filing ↗
- Annual · 2022House Clerk · filed May 15, 2023Filing ↗
- Amendment · 2021House Clerk · filed May 16, 2022Filing ↗
- Annual · 2021House Clerk · filed May 15, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 10, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 10, 2020Filing ↗
- Annual · 2018House Clerk · filed May 15, 2019Filing ↗
- Annual · 2017House Clerk · filed May 15, 2018Filing ↗
- Annual · 2016House Clerk · filed May 15, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗
Live Stock Portfolio
An estimate of what Hakeem S. Jeffries holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Hakeem S. Jeffries has sponsored
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Campaign Receipts
What Hakeem S. Jeffries’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Hakeem S. Jeffries’s election
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Where Donors Work
Employers named by the itemised individual donors to Hakeem S. Jeffries’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Hakeem S. Jeffries
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Corporate Donors
PACs and other committees that contributed to Hakeem S. Jeffries’s campaign
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