Hakeem S. Jeffries Stock Trades

Hakeem S. Jeffries Trading Profile | Quantellect Hakeem S. Jeffries Trading Profile

Hakeem Jeffries' disclosed trading record covers twenty-three transactions filed between 2016 and 2021, and the pattern that stands out most is how concentrated that activity is in diversified funds rather than individual companies. Only one disclosed line item is associated in the database with a named operating company. The rest consist largely of ETFs, target-date retirement funds, bond or income funds, and account-level entries rather than securities tied to a particular corporate story.

The most recent filings, covering transactions dated between March and May 2021, show a short burst of six transactions: four purchases and two sales. A purchase identified as SCHD in the $15,001 to $50,000 range on April 12, 2021, was the largest transaction disclosed in that window. The record also includes smaller purchases identified as VEA and LARCX. Those three purchases were attributed to Self. Two other 2021 transactions, a purchase of a BlackRock LifePath target-date fund and a sale tied to a Millennium Trust IRA account, were both attributed to Spouse rather than to Jeffries personally, and a partial sale identified as REGL during that period carried a Joint attribution. That distinction matters. Fifteen of the twenty-three disclosed transactions carry a Self attribution, while the rest are split between Spouse (2) and Joint (6), so the filings combine self-attributed, spouse-attributed, and jointly attributed activity.

A Fund-Heavy, Uneven Transaction Pattern

Looking at the full six-year window, the trading rhythm is uneven. Filings show two transactions in 2016, eight in 2017, five in 2018, one each in 2019 and 2020, and six in 2021, with no later transaction included in the supplied record after May 17, 2021. The 2017 activity was concentrated into a single mid-August window. Six purchases dated August 15 were disclosed together on September 5 across a set of iShares and Vanguard funds, including IUSV, IUSG, GOVT, and VEA, all identified in that filing as new sub-holdings inside a Merrill Edge Guided Investing Traditional IRA. A seventh purchase dated August 15 involved the Lord Abbett Floating Rate Fund Class C and appeared in a separate filing. The clustered fund transactions give this part of the record an allocation-oriented character rather than the appearance of a sequence of company-specific trades.

REGL leads the database's supplied most-frequently-disclosed-securities summary. The record includes a Joint purchase in the $15,001 to $50,000 range in August 2018 and a partial Joint sale in November 2020, as well as the March 2021 partial Joint sale identified by security name and noted above. SDY, the SPDR S&P Dividend ETF, and VNQ, the Vanguard Real Estate ETF, each appear once in the frequency summary as a sale, both attributed to Joint and dated in 2019 and 2018, respectively. Lord Abbett Floating Rate Fund Class C appears three times: as a Self purchase in August 2017 and as two partial Self sales, one in August 2018 and another in December 2018. The December sale fell in the $50,001 to $100,000 range, the largest single amount range disclosed anywhere in this record.

One transaction stands apart from the rest of the pattern: an Exchange dated August 14, 2017, attributed to Self. The database associates the row with Rasna Therapeutics Inc and the ticker RASP, while the filing-derived security-name field reads “Bank of America, NA (RASP).” It is the only row in the supplied data with a company-name classification. The filing categorizes the transaction as an Exchange rather than a purchase or sale.

What the Data Does and Does Not Show

There is no disclosed transaction activity in the supplied record after May 17, 2021. This profile reflects transaction history only and does not describe present-day ownership or account balances. Sector detail is also absent: the database classifies all twenty-three transactions under “Unknown” sector and supplies no industry classification. In most cases, it also provides no company name, leaving the disclosed ticker or fund name as the primary security identifier.

Overall, the record contains twelve purchases, ten sales, and one other transaction, the 2017 Exchange. The annual counts peak at eight transactions in 2017 and six in 2021, while 2019 and 2020 each contain a single transaction. Together with the concentration in fund names, that sequence supports describing Jeffries' disclosure history as intermittent and fund-centric without establishing current ownership or the intent behind any transaction.

Disclosure and Attribution Notes

This profile is built from official Periodic Transaction Report filings submitted under the Stop Trading on Congressional Knowledge Act of 2012, as published by the Office of the Clerk of the U.S. House of Representatives. Transactions attributed to Spouse or Joint carry those relationships in the disclosure record and should not be read as necessarily reflecting Jeffries' personal investment decisions. Amount figures are disclosed reporting ranges, not exact dollar values. For guidance on how these disclosures are compiled, see the House Committee on Ethics financial disclosure instruction guide.