Hakeem S. Jeffries
Hakeem S. Jeffries Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 15 assets and 3 liabilities.
Est. Net Worth
$559K
2013 annual disclosure
Total Assets
$424K - $1.2M
15 assets
Total Liabilities
$151K - $365K
3 liabilities
Total Trades
26
From PTR filings
Trade Volume
$1.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2012 | $110K |
| 2013 | $559K |
Assets by Category
Retirement & Pension$525K (3)
Stocks$106K (4)
Bank & Cash$73K (3)
Other$65K (2)
Mutual Funds$49K (3)
Top Stock Holdings (from trades)
ITAITA
$175KKinder Morgan Corporation Common StockKMI
$175KProShares - S&P MidCap 400 Dividend Aristocrats ETFREGL
$49KVanguard Real Estate ETFVNQ
$33KSchwab U.S. Dividend Equity ETFSCHD
$33KVanguard FTSE Developed Markets ETFVEA
$16KiShares Core S&P U.S. Value ETFIUSV
$8KiShares U.S. Treasury Bond ETFGOVT
$8KAll Assets (15)
| Asset | Value |
|---|---|
LGS 401(k) | $100,001 - $250,000 |
BlackRock LifePath | $1,001 - $15,000 |
Putnam Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
SE CU Savings Account | $1,001 - $15,000 |
New York State Pension New York, US | $100,001 - $250,000 |
ULLICO Construction Fund | $100,001 - $250,000 |
Russell LifeCare, Inc. | $15,001 - $50,000 |
Massachusetts Mutual Life Insurance Company | $15,001 - $50,000 |
Wells Fargo Advantage Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Pinnacle Bank | $15,001 - $50,000 |
Ameritrade Savings Account | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| JP Morgan Mastercard | credit card | $1,001 - $15,000 |
| HSBC | mortgage | $100,001 - $250,000 |
| Bank of America | line of credit | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Technology$8K
Financial Services$137K
Real Estate$33K
Energy$175K
Industrials$175K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).