Katherine M. Clark

Representative

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 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window	Portfolio	SPY	vs SPY
1 week	+11.6%	-0.5%	+12.1%
1 month	+17.8%	-2.1%	+19.9%
1 quarter	+32.8%	+16.9%	+15.9%
Year to date	+27.6%	+9.0%	+18.6%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock	Est. shares	Est. value	Weight
MOS Mosaic Co	429	$9.6K	10.1%
LGND Ligand Pharmaceuticals Inc	199	$61.8K	64.6%
NVO Novo Nordisk A S	79	$3.8K	4.0%
UBS UBS Group AG	49	$2.4K	2.6%
SONY Sony Group Corp	42	$859	0.9%
XYL Xylem Inc.	23	$2.7K	2.8%
BMY Bristol Myers Squibb Co	18	$1K	1.1%
SAP Sap SE	16	$2.5K	2.6%
ELAN Elanco Animal Health Inc	11	$275	0.3%
PEP Pepsico Inc	9	$1.3K	1.4%
CSCO Cisco Systems, Inc.	6	$694	0.7%
SPGI S&P Global Inc.	5	$2.1K	2.2%
BLK BlackRock, Inc.	4	$3.4K	3.5%
MA Mastercard Inc	2	$1.2K	1.2%
MSFT Microsoft Corp	2	$688	0.7%
UNP Union Pacific Corp	1	$337	0.4%
LHX L3harris Technologies, Inc. /De/	1	$333	0.4%
COST Costco Wholesale Corp /New	1	$580	0.6%

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.

Latest net worth (band)

$5.8M – $20.7M

Reporting year

2025

Disclosed assets

Disclosed liabilities

Net worth band by reporting year

2020 2021 2022 2023 2024 2025

Year	Filed	Net worth band	Assets	Liabilities
2025	2026-05-15	$5.8M – $20.7M	57	2
2024	2025-05-15	$5.6M – $20.3M	60	2
2023	2024-05-14	$5.1M – $16.3M	68	2
2022	2023-06-08	$3.2M – $14.4M	68	5
2021	2022-08-12	$4.2M – $14.8M	66	5
2020	2022-08-12	$4.9M – $15.3M	125	1

Recent stock trades

Disclosed trades

134

Avg. disclosure lag

41.6 days

Filed past 45-day deadline

44.8%

Date	Stock	Type	Owner	Amount	Filed	Lag
2025-09-17	PG PROCTER & GAMBLE Co	Sell	—	$15K - $50K	2025-10-03	16d
2023-10-09	KO Coca Cola Co	Sell	—	$15K - $50K	2023-11-06	28d
2021-09-16	GOOGL Alphabet Inc.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	BBY Best Buy Co Inc	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	CSCO Cisco Systems, Inc.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	CLNE Clean Energy Fuels Corp.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	CCEP COCA-COLA EUROPACIFIC PARTNERS plc	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	EW Edwards Lifesciences Corp	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	FSLR First Solar, Inc.	Sell	SP	$15K - $50K	2021-10-14	28d
2021-09-16	HD Home Depot, Inc.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	HON Honeywell International Inc	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	INTC Intel Corp	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	PHG Koninklijke Philips NV	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	MA Mastercard Inc	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	MRK Merck & Co., Inc.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	MSFT Microsoft Corp	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	NVO Novo Nordisk A S	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	ORCL Oracle Corp	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	PEP Pepsico Inc	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	SPGI S&P Global Inc.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	SAP Sap SE	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	SPG Simon Property Group Inc.	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	SONY Sony Group Corp	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	SBUX Starbucks Corp	Sell	SP	$1K - $15K	2021-10-14	28d
2021-09-16	STT State Street Corp	Sell	SP	$1K - $15K	2021-10-14	28d