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Congress
Hakeem Jeffries
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$50.21
FSPGX · 2026-10-09 · USD
Stock price change
+$4.28
+9.32% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$10.9K
As of 2026-10-09
Estimated gain / loss
+$931.85
+9.32%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Congressional transactions
Showing 21 of 21 disclosed transactions. Amounts are reported ranges; family ownership stays attributed.
| Asset | Action | Amount range | Date |
|---|---|---|---|
| blackRock Lifepath Index 2035 K Fund [OT] F S LOCATION: US UbHOLDINg ILINg STATUS: New OF: Principal Trust Company 401Kspouse | buy | $1K – $15K | 2021-05-17 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Principal Trust Company 401K (Owner: SP) c P m l k j i No SP laSS ublic D o etailS Hon. Hakeem S. Jeffries , 05/30/2021 Millennium Trust Company Traditional IRA [OT] F LOCATION: US ILINg fferingS S STATUS: New ignatureself | sell | $1K – $15K | 2021-05-04 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Merrill Edge Investment Account-Non Retirement LOCATION: US c P m l k j i No laSS ublic D o etailS Hon. Hakeem S. Jeffries , 04/25/2021 VEA [OT] F S LOCATION: US DESCRIPTION: Asset is an ETF. UbHOLDINg ILINg fferingS S STATUS: New ignature OF: Merrill Edge Investment Account-Non Retirementself | buy | $1K – $15K | 2021-04-19 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Merrill Edge Investment Account-Non Retirement LOCATION: US c P m l k j i No laSS ublic D o etailS Hon. Hakeem S. Jeffries , 04/16/2021 SCHD [OT] F S LOCATION: US DESCRIPTION: Asset is an ETF. UbHOLDINg ILINg fferingS S STATUS: New ignature OF: Merrill Edge Investment Account-Non Retirementself | buy | $15K – $50K | 2021-04-12 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet HSBC Brokerage Account LOCATION: US c P m l k j i No laSS ublic D o etailS Hon. Hakeem S. Jeffries , 04/10/2021 LARCX [OT] F S LOCATION: US UBHOLDINg ILINg fferingS S STATUS: New ignature OF: HSBC Brokerage Accountself | buy | $1K – $15K | 2021-03-30 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Merrill Edge Investment Account-Non Retirement (Owner: JT) LOCATION: US c P m l k j i No JT laSS ublic D o etailS Hon. Hakeem S. Jeffries , 04/10/2021 REgL [OT] F S LOCATION: US DESCRIPTION: This asset is an ETF. UbHOLDINg ILINg fferingS S STATUS: New ignature OF: Merrill Edge Investment Account-Non Retirementself | sell | $1K – $15K | 2021-03-15 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Merrill Edge Investment Account-Non Retirement (Owner: JT) LOCATION: US c P m l k j i No JT laSS ublic D o etailS Hon. Hakeem S. Jeffries , 12/26/2020 ProShares S&P MidCap 400 Dividend Aristocrats ETF (REgL) [OT] F S LOCATION: US DESCRIPTION: This asset is an ETF. UbHOLDINg ILINg fferingS S STATUS: New ignature OF: Merrill Edge Investment Account-Non Retirementself | sell | $1K – $15K | 2020-11-25 |
| SDYself | sell | $1K – $15K | 2019-02-12 |
| a i c best of my knowledge and belief. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet HSBC Brokerage account L oCaTIoN c P m l k j i No laSS ublic : US D o etailS Hon. Hakeem S. Jeffries , 01/25/2019 Lord abbett Floating Rate Fund Class C [oT] F S L UBHoLDINg ILINg oCaTIoN fferingS S S TaTUS ignature : US o : New F : HSBC Brokerage accountself | sell | $50K – $100K | 2018-12-24 |
| a i c best of my knowledge and belief. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet HSBC Brokerage account L oCaTIoN c P m l k j i No laSS ublic : US D o etailS Hon. Hakeem S. Jeffries , 09/29/2018 Lord abbett Floating Rate Fund Class C [oT] F S L UBHoLDINg ILINg oCaTIoN fferingS S S TaTUS ignature : US o : New F : HSBC Brokerage accountself | sell | $1K – $15K | 2018-08-30 |
| ProShares S&P MidCap 400 Dividend aristocrats ETF (REgL) [ST] F S UbHoLDINg ILINg S TaTUS o : New F : Merrill Edge Investment account-Non Retirementjoint | buy | $15K – $50K | 2018-08-23 |
| VNQself | sell | $15K – $50K | 2018-08-21 |
| i c best of my knowledge and belief. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD P m l k j i No JT ublic o Hon. Hakeem S. Jeffries , 07/05/2018 Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) [oT] F L D ILINg oCATIoN ESCRIPTIoN fferingS S STATUS: New ignature : US : Mutual Fund Asset Typeself | sell | $1K – $15K | 2018-06-15 |
| Vanguard Mortgage-backed SECself | buy | $1K – $15K | 2017-08-15 |
| VEAself | buy | $1K – $15K | 2017-08-15 |
| GOVTself | buy | $1K – $15K | 2017-08-15 |
| ISHARES IbOXX $ Invt Grade Corp bond (lQd) F S ubHOldING IlING S TATuS OF: Merrill Edge Guided Investing Traditional IRA : Newself | buy | $1K – $15K | 2017-08-15 |
| ISHARES Core S&P u.S. Value ETF (IuSV) F S l ubHOldING IlING OCATION S TATuS : uS OF: Merrill Edge Guided Investing Traditional IRA : Newself | buy | $1K – $15K | 2017-08-15 |
| ISHARES Core S&P u.S. Growth ETF (IuSG) F S l ubHOldING IlING OCATION S TATuS : uS OF: Merrill Edge Guided Investing Traditional IRA : Newself | buy | $1K – $15K | 2017-08-15 |
| a i c best of my knowledge and belief. g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the n m l k j Yes n nitial ertification anD SSet HSBC Brokerage account L Merrill Edge Investment account-Retirement L oCaTIoN oCaTIoN c P m l k j i No laSS ublic : US : US D o etailS Lord abbett Floating Rate Fund Class C F S L UBHoLDINg ILINg oCaTIoN fferingS S S TaTUS ignature : US o : New F : HSBC Brokerage accountself | buy | $15K – $50K | 2017-08-15 |
| Bank of america, Na RaSP F S L D Investing account Traditional IRa UBHoLDINg ILINg oCaTIoN ESCRIPTIoN S TaTUS : US o : Closure of Merrill Edge investment retirement account and rollover of asset into Merrill Edge guided : New F : Merrill Edge Investment account-Retirementself | buy | $1K – $15K | 2017-08-14 |