
Congressional disclosures
Hakeem S. Jeffries
Democrat · House · New York · District 8 · serving since 2013 · last filed 5 years ago
Recent disclosures
20 of 21 on record · Aug 14, 2017 to May 17, 2021| Asset | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2035 K FUNDSpouse | Fund | Purchase | $1,001 - $15,000 | n/a | May 17, 2021 | May 30, 2021 | 13d |
| MILLENNIUM TRUST COMPANY TRADITIONAL IRASpouse | Other | Sale | $1,001 - $15,000 | n/a | May 4, 2021 | May 30, 2021 | 26d |
| VEAAs filed: ASSET IS AN ETF. | Other | Purchase | $1,001 - $15,000 | n/a | Apr 19, 2021 | Apr 25, 2021 | 6d |
| SCHDAs filed: ASSET IS AN ETF. | Other | Purchase | $15,001 - $50,000 | n/a | Apr 12, 2021 | Apr 16, 2021 | 4d |
| LARCX | Other | Purchase | $1,001 - $15,000 | n/a | Mar 30, 2021 | Apr 10, 2021 | 11d |
| REGL SJointAs filed: THIS ASSET IS AN ETF. | Other | Sale | $1,001 - $15,000 | n/a | Mar 15, 2021 | Apr 10, 2021 | 26d |
| REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFJointAs filed: THIS ASSET IS AN ETF. | Fund | Sale | $1,001 - $15,000 | +47.5%S&P +110.4% · vs S&P 500 -62.9% | Nov 25, 2020 | Dec 26, 2020 | 31d |
| SDYSPDR S&P DIVIDEND ETFJoint | Fund | Sale | $1,001 - $15,000 | +57.2%S&P +178.1% · vs S&P 500 -120.9% | Feb 12, 2019 | Mar 16, 2019 | 32d |
| LORD ABBETT FLOATING RATE FUND CLASS C S | Fund | Sale | $50,001 - $100,000 | n/a | Dec 24, 2018 | Jan 25, 2019 | 32d |
| LORD ABBETT FLOATING RATE FUND CLASS C S | Fund | Sale | $1,001 - $15,000 | n/a | Aug 30, 2018 | Sep 29, 2018 | 30d |
| REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFJoint | Fund | Purchase | $15,001 - $50,000 | +59.3%S&P +167.0% · vs S&P 500 -107.7% | Aug 23, 2018 | Sep 19, 2018 | 27d |
| VNQVANGUARD REAL ESTATE ETFJoint | Fund | Sale | $15,001 - $50,000 | +13.6%S&P +166.5% · vs S&P 500 -152.9% | Aug 21, 2018 | Sep 19, 2018 | 29d |
| NORTHWESTERRUSSELL LIFEPOINT BALANCED STRATEGY FUND CLASS CJointAs filed: MUTUAL FUND ASSET TYPE | Fund | Sale | $1,001 - $15,000 | n/a | Jun 15, 2018 | Jul 5, 2018 | 20d |
| INVESTING ACCOUNT TRADITIONAL IRA LORD ABBETT | Fund | Purchase | $15,001 - $50,000 | n/a | Aug 15, 2017 | Aug 25, 2017 | 10d |
| IUSVISHARES CORE S&P U.S. VALUE ETF | Fund | Purchase | $1,001 - $15,000 | +121.3%S&P +209.5% · vs S&P 500 -88.2% | Aug 15, 2017 | Sep 5, 2017 | 21d |
| IUSGISHARES CORE S&P U.S. GROWTH ETF | Fund | Purchase | $1,001 - $15,000 | +284.1%S&P +209.5% · vs S&P 500 +74.6% | Aug 15, 2017 | Sep 5, 2017 | 21d |
| GOVTISHARES U.S. TREASURY BOND ETF | Fund | Purchase | $1,001 - $15,000 | -11.9%S&P +209.5% · vs S&P 500 -221.4% | Aug 15, 2017 | Sep 5, 2017 | 21d |
| LQDISHARES IBOXX $ INVT GRADE CORP BOND | Fund | Purchase | $1,001 - $15,000 | -12.4%S&P +209.5% · vs S&P 500 -221.9% | Aug 15, 2017 | Sep 5, 2017 | 21d |
| VANGUARD MORTGAGE-BACKED SEC | Fund | Purchase | $1,001 - $15,000 | n/a | Aug 15, 2017 | Sep 5, 2017 | 21d |
| VEAVANGUARD FTSE DEVELOPED MARKETS ETF | Fund | Purchase | $1,001 - $15,000 | +73.1%S&P +209.5% · vs S&P 500 -136.4% | Aug 15, 2017 | Sep 5, 2017 | 21d |
No disclosures of that kind among the 20 rows shown.
Showing the 20 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the member's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.
Estimated portfolio
8 holdings · $100,001 - $250,000 in total · estimate, as of Sep 10, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| SDY | $50,001 - $100,000 | 41.5% |
| REGL | $15,001 - $50,000 | 17.7% |
| VNQ | $15,001 - $50,000 | 17.6% |
| VTWO | $1,001 - $15,000 | 4.7% |
| VEA | $1,001 - $15,000 | 4.7% |
| IUSG | $1,001 - $15,000 | 4.6% |
| VWO | $1,001 - $15,000 | 4.5% |
| IUSV | $1,001 - $15,000 | 4.5% |
The 8 largest of 8 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.
Year by year
buy volume against sale volume · range midpoints- Bought
- Sold
Disclosed volume per year the member traded, 2017 to 2021. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000.
Where the disclosed portfolio sits
by weight- Funds & ETFs82%
- Other17.7%
Questions
How many stock trades has Hakeem S. Jeffries disclosed?
Hakeem S. Jeffries has disclosed 21 transactions under the STOCK Act. This page lists the 20 most recent, covering Aug 14, 2017 to May 17, 2021.
How long does Hakeem S. Jeffries take to report a trade?
Across the disclosures shown here the median gap between the transaction and its publication is 21 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.
Which stocks does Hakeem S. Jeffries trade most?
In the disclosures shown here the most frequent tickers are REGL, GOVT, IUSG, IUSV, LQD.
Which accounts do Hakeem S. Jeffries's disclosures name?
Of the 20 disclosures shown, 2 name a spouse's account and 6 a joint account. 12 do not name an account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.
Where does the estimated net worth on this page come from?
It is an estimate produced by a model, not a figure the member disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement of anyone's wealth. The methodology page sets out how it is built and what it leaves out.
How have the stocks moved since Hakeem S. Jeffries's trades?
Across the 9 priced rows shown, the median stock move from the trade date to the latest close we hold (Sep 10, 2026) is +57.2%. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 11 of the rows shown have no market price.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page.
Data as of Sep 10, 2026.
Most traded tickers
in the disclosures shown- REGL2
- GOVT1
- IUSG1
- IUSV1
- LQD1
- NORTHWESTER1
- SDY1
- VEA1
