Hakeem S. Jeffries
Hakeem S. Jeffries (NY-8) disclosed a net worth range between -$875K and $536K in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
REGL is the most traded stock
22.2% of trades carry 54% of the disclosed dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | -$875K – $536K |
| 2024 | 2025-05-14 | -$833K – $432K |
| 2023 | 2024-05-14 | -$584K – $475K |
| 2022 | 2023-05-15 | -$604K – $564K |
| 2021 | 2022-05-15 | -$1M – $465K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-11-25 | REGL OT · ProShares S&P MidCap 400 Dividend Aristocrats ETF (REgL) | Sell | JT Merrill Edge Investment Account-Non Retirement | $1K - $15K | 2020-12-26 | 31d |
| 2019-02-12 | SDY ST · SPDR S&P Dividend ETF (SDY) | Sell | JT Merrill Edge Investment account-Non Retirement | $1K - $15K | 2019-03-16 | 32d |
| 2018-08-23 | REGL ST · ProShares S&P MidCap 400 Dividend aristocrats ETF (REgL) | Buy | JT Merrill Edge Investment account-Non Retirement | $15K - $50K | 2018-09-19 | 27d |
| 2018-08-21 | VNQ ST · Vanguard Real Estate ETF (VNQ) | Sell | JT Merrill Edge Investment account-Non Retirement | $15K - $50K | 2018-09-19 | 29d |
| 2017-08-15 | IUSG ISHARES Core S&P u.S. Growth ETF (IuSG) | Buy | — Merrill Edge Guided Investing Traditional IRA | $1K - $15K | 2017-09-05 | 21d |
| 2017-08-15 | IUSV ISHARES Core S&P u.S. Value ETF (IuSV) | Buy | — Merrill Edge Guided Investing Traditional IRA | $1K - $15K | 2017-09-05 | 21d |
| 2017-08-15 | LQD ISHARES IbOXX $ Invt Grade Corp bond (lQd) | Buy | — Merrill Edge Guided Investing Traditional IRA | $1K - $15K | 2017-09-05 | 21d |
| 2017-08-15 | GOVT ISHARES u.S. Treasury bond ETF (GOVT) | Buy | — Merrill Edge Guided Investing Traditional IRA | $1K - $15K | 2017-09-05 | 21d |
| 2017-08-15 | VEA Vanguard FTSE developed Markets ETF (VEA) | Buy | — Merrill Edge Guided Investing Traditional IRA | $1K - $15K | 2017-09-05 | 21d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-11-13. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-13). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.
Assets and liabilities
Disclosed assets
The assets Hakeem S. Jeffries itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| HSBC Accounts | BA |
$1K - $2.5K
Interest
|
$50K - $100K |
| Merrill Edge Investment Account-Non Retirement ⇒ SPDR S&P Dividend ETF (SDY) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Northwestern Mutual Whole Life Insurance Policy | WU | — | $50K - $100K |
| HSBC Brokerage Account ⇒ Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C (LARCX) | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| Island Federal Credit Union Account | BA |
$1 - $200
Interest
|
$15K - $50K |
| Lutheran Medical Center 401K ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF |
Tax-Deferred
|
$15K - $50K |
| Lutheran Medical Center 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) | MF |
Tax-Deferred
|
$15K - $50K |
| Merrill Edge Investment Account-Non Retirement ⇒ ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Edge Investment Account-Non Retirement ⇒ Vanguard Real Estate ETF (VNQ) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| New York State Pension | PE | — | $15K - $50K |
| Northwestern Mutual Whole Life Insurance Policy | WU | — | $15K - $50K |
| Principal Trust Company 401K ⇒ BlackRock Lifepath Index Fund 2035 K Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Bank of America | BA | — | $1K - $15K |
| Bank of America | BA |
$1 - $200
Interest
|
$1K - $15K |
| Bank of America | BA |
$1 - $200
Interest
|
$1K - $15K |
| Bank of America Accounts | BA |
$1 - $200
Interest
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) | MF |
Tax-Deferred
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ Fidelity Large Cap Growth Index Fund (FSPGX) | MF |
Tax-Deferred
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ Fidelity Total Bond K6 Fund (FTKFX) | MF |
Tax-Deferred
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ Guaranteed Income Fund | OT |
Tax-Deferred
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ Janus Henderson Enterprise Fund - N Shares (JDMNX) | MF |
Tax-Deferred
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ MFS Mid Cap Value Fund Class R6 (MVCKX) | MF |
Tax-Deferred
|
$1K - $15K |
| Empower - Legal Services 403b Plan ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF |
Tax-Deferred
|
$1K - $15K |
| HSBC Brokerage Account ⇒ Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd - Cl A (LFRAX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Lutheran Medical Center 401K ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX) | MF |
Tax-Deferred
|
$1K - $15K |
| Merrill Edge Guided Investing Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$1K - $15K |
| Merrill Edge Guided Investing Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | ST |
Tax-Deferred
|
$1K - $15K |
| Merrill Edge Guided Investing Traditional IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | EF |
Tax-Deferred
|
$1K - $15K |
| Merrill Edge Guided Investing Traditional IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
Tax-Deferred
|
$1K - $15K |
| Merrill Edge Guided Investing Traditional IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
Tax-Deferred
|
$1K - $15K |
| NY 529 Direct Plan (DC 2) ⇒ Target Enrollment 2025 [5F] | — |
Tax-Deferred
|
$1K - $15K |
| Vanguard Brokerage (DC 2) ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) | MF | — | $1K - $15K |
| Vanguard Brokerage (DC 2) ⇒ Vanguard S&P 500 ETF (VOO) | EF | — | $1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Primary Residence Mortgage (HSBC) | $250K - $500K |
| Home Equity Line of Credit (HSBC) | $100K - $250K |
| Share of Coop Mortgage on Washington, DC Residence (Capitol Hill Tower Housing Corporation) | $100K - $250K |
| Credit Card (Bank of America Visa) | $15K - $50K |
| Mortgage on Washington, DC Residence (Truist) | $15K - $50K |
| Student Loan (Department of Education/Mohela) | $15K - $50K |
| Credit Card (Island Federal Credit Union) | $10K - $15K |
| Credit Card (Macy's) | $10K - $15K |