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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
HJ

Hakeem S. Jeffries

U.S. House·NY·last disclosed 2021-05-30
Disclosed book · year-end value
$638K
midpoint est. · $289K–$986K — not market value
31 holdings · $318K equity · $320K non-equity
Our verdict on their book · $-weighted, equity only
Not covered100.0%
Disclosed trades
15
Buys · Sells
8 · 6
Median reporting lag
21d
avg 19d to disclose
Last disclosed
2021-05-30
Trade cadence · buys above, sells below · last 12 mo
Aug
Aug
Aug
Feb
Mar
Apr
May

What Hakeem S. Jeffries owns now

Year-end holdings from their latest annual disclosure · 31 holdings · as of 2024

2
200 HSBC Accountsnon-equity
$50.0K–$100K12%
N
Northwestern Mutual Whole Life Insurance Policynon-equity
$50.0K–$100K12%
SD
SDY
$50.0K–$100K12%
No call
2
2,500 Island Federal Credit Union Accountnon-equity
$15.0K–$50.0K5%
S
SP Undetermined None New York State Pensionnon-equity
$15.0K–$50.0K5%
N
None Northwestern Mutual Whole Life Insurance Policynon-equity
$15.0K–$50.0K5%
LA
LARCX
$15.0K–$50.0K5%
No call
VT
VTTHX
$15.0K–$50.0K5%
No call
▸Show all 31 holdings
RE
REGL
$15.0K–$50.0K5%
No call
VN
VNQ
$15.0K–$50.0K5%
No call
B
BlackRock Lifepath Index Fund 2035 K Fundnon-equity
$15.0K–$50.0K5%
N
ntral Publishing. Publishing agreement approved by House Ethics Committee. Bank of Americanon-equity
$1.00K–$15.0K1%
N
None Bank of Americanon-equity
$1.00K–$15.0K1%
2
200 Bank of Americanon-equity
$1.00K–$15.0K1%
2
200 Bank of America Accountsnon-equity
$1.00K–$15.0K1%
RE
RERGX
$1.00K–$15.0K1%
No call
FS
FSPGX
$1.00K–$15.0K1%
No call
FT
FTKFX
$1.00K–$15.0K1%
No call
G
Guaranteed Income Fundnon-equity
$1.00K–$15.0K1%
JD
JDMNX
$1.00K–$15.0K1%
No call
MV
MVCKX
$1.00K–$15.0K1%
No call
VE
VEIRX
$1.00K–$15.0K1%
No call
LF
LFRAX
$1.00K–$15.0K1%
No call
VB
VBMPX
$1.00K–$15.0K1%
No call
IU
IUSG
$1.00K–$15.0K1%
No call
IU
IUSV
$1.00K–$15.0K1%
No call
VE
VEA
$1.00K–$15.0K1%
No call
VW
VWO
$1.00K–$15.0K1%
No call
VT
VTWO
$1.00K–$15.0K1%
No call
VF
VFIAX
$1.00K–$15.0K1%
No call
VO
VOO
$1.00–$1.00K0%
No call

Reported asset value, disclosed ranges · how we built this

What Hakeem S. Jeffries did

15 disclosed trades

2021-05-30—SP blackRock Lifepath Index 2035 K FundBuy
$1.00K–$15.0K
13d lagtraded 2021-05-17PTR ↗
2021-05-30—US SP Millennium Trust Company Traditional IRASell
$1.00K–$15.0K
26d lagtraded 2021-05-04PTR ↗
2021-04-25VEAVEABuy
$1.00K–$15.0K
6d lagtraded 2021-04-19PTR ↗
2021-04-16SCHDSCHDBuy
$15.0K–$50.0K
4d lagtraded 2021-04-12PTR ↗
2021-04-10LARCXLARCXBuy
$1.00K–$15.0K
11d lagtraded 2021-03-30PTR ↗
2021-04-10—JT REgLSell
$1.00K–$15.0K
26d lagtraded 2021-03-15PTR ↗
2019-03-16SDYJT SPDR S&P Dividend ETFSell
$1.00K–$15.0K
32d lagtraded 2019-02-12PTR ↗
2018-09-19VNQMerrill Edge Investment account-Non Retirement JT Vanguard Real Estate ETFSell
$15.0K–$50.0K
29d lagtraded 2018-08-21PTR ↗
2017-09-05GOVTMerrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETFBuy
$1.00K–$15.0K
21d lagtraded 2017-08-15PTR ↗
2017-09-05VEAerrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETFBuy
$1.00K–$15.0K
21d lagtraded 2017-08-15PTR ↗
2017-09-05—uS Vanguard Mortgage-backed SECBuy
$1.00K–$15.0K
21d lagtraded 2017-08-15PTR ↗
2017-08-25—er asset transaction type Date notification Date amount Bank of america, Na RaSPExch
$1.00K–$15.0K
11d lagtraded 2017-08-14PTR ↗
2017-08-25—guided Investing account Traditional IRa Lord abbett Floating Rate Fund Class CBuy
$15.0K–$50.0K
10d lagtraded 2017-08-15PTR ↗
2016-09-10—set transaction type Date notification Date amount BlackRock Life Path 2020 FundSell
$1.00K–$15.0K
26d lagtraded 2016-08-15PTR ↗
2016-09-10—asset into Merrill Edge investment retirement account DFa US Small CaP PortfolioSell
$1.00K–$15.0K
26d lagtraded 2016-08-15PTR ↗
How we built this

Holdings come from Hakeem S. Jeffries's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).